Investor Flow Build
ac94acf9e3
feat: dealer flow, mirror portfolio (M21), options convexity, FINRA short interest, alert producers, vendor gate
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CI / Test & Type-Check (push) Canceled after 0s
Snapshot of in-progress module work across multiple slices:
- Dealer Flow: dealerExposureEngine, dealerMapService, dealerMapExplain,
dealerMapIntegrity, dealerMapReplay, dealerStudyEngine, hanStyleLevels
- Mirror Portfolio (M21): fundRepository, captureIngest, mirrorAlertProducers,
fund holdings strip, live book, position capture ingest
- Options: BSM, NormalizedOptionSurface types, OptionsChainRouter,
ConvexityGate, option legs panel
- Alert producers: vixLevel, rotation, thesis, unlock, portfolioRisk,
mirror (fund_capture, fund_13f, mirror_diff)
- FINRA short interest adapter + queue integration
- SEC company tickers adapter + ingest (symbol search index seed)
- Vendor gate (rate-limit-first data plane, ADR-0009)
- CUSIP registry, reverse 13F refresh, stock float service
- LRU cache, portfolio backtest engine
- Frontend: dealer-flow, funds, journal, lab, monitor, plan, portfolio,
reports, screener, strategies, theses, guided-start, exits, more pages
- Volume profile, workspace profile, visibility-aware poll
- ADRs 0010 (mirror math not advice), 0011 (symbol search index)
- VENDOR_INTEGRATIONS.md, END_USER_TEST.md
- .gitignore: exclude DBs, .DS_Store, local config, agent scratch
2026-08-10 13:36:26 -04:00
Investor Flow Build
5b9f770aa4
Phase 5: alert subscriptions UI + multiple watchlists + queue fixes
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CI / Test & Type-Check (push) Canceled after 0s
UI:
- /alerts page: event history with acknowledge, subscription create/manage with toggle
- /admin/smtp: SMTP config form (host, port, auth, test)
- Watchlist sidebar: dropdown selector for multiple watchlists, create/delete
- Sidebar: alerts count badge, SMTP link under admin
- Mobile tab nav: alerts tab added
- Client trpc.ts: all new API methods + types
Backend:
- watchlists.listByWatchlist procedure + listSymbolsByWatchlist repo fn
- yfinance min-interval 1500->2000ms to reduce Edge 429s
- Fixed e.date.slice error in yfinance-adjustments with typeof guard
- Removed defunct BITF from watchlist+queue
- Cleared 83 failed + 12 backoff queue jobs
Docs:
- FUNCTIONAL_DESIGN.md: alerts + multiple watchlists + SMTP documented
- TECH_DESIGN.md: new modules, tRPC procs, routes updated
2026-07-23 20:51:47 -04:00
Investor Flow Build