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Investor Flow Build e262187c3c fix: backfill symbol_demand for sidebar-added symbols + analyst ratings schema fix

- Add await ctx.cache.subscribe() to addSymbol mutation so symbols
  added via the sidebar get registered in symbol_demand and yfinance
  jobs are queued immediately
- Backfill PEP, WYNN, STZ, CELH into symbol_demand + adapter_queue
- Upgrade yahoo-finance2 3.15.3 -> 3.15.4 and pass validateResult:false
  to quoteSummary() to handle Yahoo schema drift
- Add error detail logging for analyst ratings schema failures
- Update .gitignore with common ignores

2026-07-23 18:02:24 -04:00

4.7 KiB

Raw Blame History

Handoff — Investor Flow (2026-07-01)

Current State

Orchestrator: qwopus35b (remote, 131K context)
Implementer available: ornith-35 (omlx/local, 131K context)
Default model: ornith-35

What Was Done

Defect Fix

Fixed ADR-0007 footer in RiskEngine — appended ADR_0007_FOOTER to all 4 recommendation paths and updated test to verify actual footer text presence. All 35 tests pass.

Task Preparation (All Pending Tasks Now Have SPEC.md + Are in Implement Phase)

19 tasks written with SPEC.md files, all in implement phase:

Ornith's domain (backend adapters, deep modules):

sec-edgar-adapter-and-filings-panel-m6 — Wire EdgarAdapter to tRPC + filings panel
options-adapters-and-options-dd-panel-m3 — Options adapter + M3 DD panel
x-cookie-adapter-and-sentiment-feed-m8 — X/Cookie + Reddit adapters + sentiment feed
universe-evaluator-filter-screener-strategy-screener — Universe evaluator + screener (M15a+b)
sector-confirmation-via-screener-crosslink — Screener + rotation cross-link
institution-flow-engine-and-insider-stream-m4-m5 — Institution flow engine + insider stream
options-convexity-sleeve-m17 — 5-state options unlock + convexity sleeve
strategy-lab-and-backtest-m16 — Strategy authoring + backtest engine
thesis-monitoring-l1-timeline-alerts — L1 thesis monitor + timeline alerts
derisking-strategy-library — 6 derisking strategies
macro-module-m18 — FRED adapter + regime classifier + commentary
docker-compose-deployment — Docker Compose target
investor-flow-build — Build pipeline + CI
backfill-integration-test — End-to-end backfill test
yfinance-adjustments-parse — Adjustments categorization

My domain (UI panels, orchestration):

alerts-v1-alertengine-hybrid — AlertEngine hybrid (event-driven + polling)
mobile-companion-m19 — Mobile companion UI
watchlist-portfolio-shell-panels-m9-m10 — Watchlists + portfolio + journal
reports-research-note-m11-html-v1 — HTML research notes

What Needs to Be Done Next

Priority Order (dependencies from DECOMPOSITION.md):

sec-edgar-adapter-and-filings-panel-m6 (ornith) — unblocks slices 7, 8
institution-flow-engine-and-insider-stream-m4-m5 (ornith) — unblocks slices 8, 17
options-adapters-and-options-dd-panel-m3 (ornith) — unblocks slice 19
x-cookie-adapter-and-sentiment-feed-m8 (ornith) — unblocks slice 17
universe-evaluator-filter-screener-strategy-screener (ornith) — unblocks slices 13, 14
sector-confirmation-via-screener-crosslink (ornith) — depends on 9 + 13
options-convexity-sleeve-m17 (ornith) — depends on slice 15 + 18
strategy-lab-and-backtest-m16 (ornith) — depends on slice 11
thesis-monitoring-l1-timeline-alerts (ornith) — depends on slices 17, 18
derisking-strategy-library (ornith) — depends on slices 19, 21
macro-module-m18 (ornith) — depends on slice 18
docker-compose-deployment (ornith) — depends on slice 22
investor-flow-build (ornith) — infrastructure
backfill-integration-test (ornith) — testing
yfinance-adjustments-parse (ornith) — adjustments parsing
alerts-v1-alertengine-hybrid (orchestrator) — depends on slices 7, 9, 16, 18
mobile-companion-m19 (orchestrator) — depends on slices 17, 18, 22
watchlist-portfolio-shell-panels-m9-m10 (orchestrator) — depends on slices 3, 4
reports-research-note-m11-html-v1 (orchestrator) — depends on slice 18

Key Issues to Be Aware Of

Guard blocks pi --print on decomposed tasks (P0 Issue 1) — Cannot use pi --print to implement sub-tasks directly. Only loop-runner daemon works.
Loop runner defaults to opencode, not pi (P0 Issue 2) — Need to configure harness.command in loop.json if using pi dispatch.
No "implement-decomposition" loop template (P2 Issue 6) — Only ci-triage and self-improvement templates ship. Need to create one.
Slice sizing too large for single model dispatch (P2 Issue 7) — Each slice needs to be broken into micro-dispatches sized for the model's coherence window (~43k tokens).

Model Switching Notes

Both models are reachable: ornith-35 (omlx/local), qwopus35b (remote)
Current default is ornith-35
The guard blocks headless pi dispatch on decomposed tasks — use loop-runner if available
If switching to a different model, update .automaton/models.json accordingly

What to Work On First

Start with the SEC adapter + filings panel (ornith). This is the foundational piece that unblocks many downstream tasks. The SPEC.md already exists in .automaton/tasks/sec-edgar-adapter-and-filings-panel-m6/SPEC.md.

After that, work on the institution flow engine — it's the next critical dependency for alerts and dashboard rollup.

4.7 KiB Raw Blame History