chore: decommission FMP, Finnhub and Alpha Vantage (A6)

The A5 cutover has been on and observed in production, so SEC Company Facts +
DoltHub earnings are already the live source for `fundamental_data`. This
removes everything the legacy path still occupied.

Gone: the three providers and their config/env keys; the weekly
`fundamental_collector` job; the cutover toggle (SEC + Dolt is now the
unconditional path, so `off` can no longer silently freeze scoring inputs); the
A5 parity report, whose deltas became structurally zero once the candidate
builder started writing the table it compared against; and the FMP tier of
universe bootstrap.

Two behavioral notes:

- Disabling **SEC Fundamentals Import** now stops the SEC network fetch only.
  The local cache refresh moved outside the job-enable check, because candidates
  also derive from daily closes and earnings events — freezing those on an
  ingestion pause would stale scoring with no fallback left to recover from.
- `/ingestion/fetch?sources=fundamentals` still accepts the key and reports
  `skipped`; there is no per-ticker fetch any more.

Migration 029 does not blanket-delete the leftover settings rows. Migrations run
before the service restart, and pre-A6 code reads an absent `job_*_enabled` row
as *enabled* — so the two behavior-bearing keys become tombstones pinned to safe
values (hidden in Admin) and only the inert three are deleted. Removing the
provider keys from the production `.env` is the matching rollout step.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
This commit is contained in:
2026-08-07 11:19:28 +02:00
co-authored by Claude Opus 5
parent f5d4b516ab
commit 3e83d63b05
51 changed files with 368 additions and 3787 deletions
-20
View File
@@ -28,15 +28,6 @@ class Settings(BaseSettings):
deepseek_api_key: str = ""
xai_api_key: str = ""
# Fundamentals Provider — Financial Modeling Prep
fmp_api_key: str = ""
# Fundamentals Provider — Finnhub (optional fallback)
finnhub_api_key: str = ""
# Fundamentals Provider — Alpha Vantage (optional fallback)
alpha_vantage_api_key: str = ""
# Dolt bulk-data — local clone of post-no-preference/earnings (workstream A).
# dolt_binary: full path when not on PATH (dev/Windows install). dolt_data_dir
# holds the clones; in production it MUST be outside the deploy tree (deploy is
@@ -61,10 +52,6 @@ class Settings(BaseSettings):
sec_max_retries: int = 4
sec_request_timeout_seconds: float = 30.0
# A5 read-only comparison artifacts. Production must keep this outside the
# rsync deployment tree so the 5-7 day review window survives deploys.
fundamentals_parity_report_dir: str = "reports/fundamentals-parity"
# Regime Monitor — FRED (VIX level + HY credit spreads). Optional: without it
# the volatility (P5) and credit-spread (F2) signals are reported as n/a.
fred_api_key: str = ""
@@ -86,15 +73,8 @@ class Settings(BaseSettings):
# the score window is 7 days).
sentiment_fresh_hours: int = 120
sentiment_top_composite: int = 30
fundamental_fetch_frequency: str = "weekly" # quarterly-ish data; weekly conserves API quota
rr_scan_frequency: str = "daily" # legacy label; qualifying scan is cron near-close
# alerts_frequency removed: alerts fire only via morning + near-close pipelines
fundamental_rate_limit_retries: int = 3
fundamental_rate_limit_backoff_seconds: int = 15
# Pause between tickers in the bulk fundamentals job. Free tiers throttle
# hard (Finnhub ~60 calls/min, ~3 calls/ticker → ~3s/ticker); without
# spacing the job bursts straight into 429s. 0 disables.
fundamental_request_spacing_seconds: float = 3.0
# Scoring Defaults
default_watchlist_auto_size: int = 10