fix: make SEC quality gating terminal-safe
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@@ -17,7 +17,9 @@ not add OS cron entries: the application scheduler owns both jobs.
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event. A failed validation does not promote partial data.
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- An SEC filing still missing after the short publication-lag window enters
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`sec_filing_gaps`. The daily importer retries it automatically; affected
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tickers are excluded from actionable setups until a snapshot is recovered.
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tickers are excluded from actionable setups until a snapshot is recovered or
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a later valid 10-K/10-Q supersedes the gap. Migration `028` materializes older
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promoted gaps into this queue once, so setup reads never scan import history.
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The systemd service uses one application worker. The import framework also holds
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a PostgreSQL advisory lock per source, so an overlapping manual/scheduled run is
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@@ -86,7 +88,8 @@ In Admin → Jobs, wait until no other job is running, then:
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3. Check Admin → System Events. There should be no new import error.
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4. Confirm the next-run times correspond to 02:30 and 04:00 New York time.
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5. Open several ticker pages and confirm the fundamentals panel has populated
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data and still handles partial/missing issuers cleanly.
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data and still handles partial/missing issuers cleanly. A ticker held by the
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quality gate should show **New setups paused** with the specific SEC reason.
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## A5 parity observation window
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@@ -235,8 +238,13 @@ least several scheduled cycles before A6 removes the legacy providers.
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- Inspect the job runtime, latest `data_import_runs.validation_json`, service
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logs, and Admin → System Events before retrying.
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- `unresolved_filing` is emitted once when a filing enters automatic retry. It
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does not require a server command. Successful co-registrant recovery and new
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registrants with no XBRL history are logged without recurring warning events.
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does not require a server command. If the gap is still current after 14 days,
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`filing_gap_aged` is emitted once with the CIK, accession, and parser/mapping
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reason. A later valid 10-K/10-Q retires the gap even when the original SEC
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accession never becomes usable.
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- Successful co-registrant recovery is logged without a warning. New registrants
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with no XBRL history are also logged quietly, but their ticker page explains
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that setups remain paused and that successor shells may need `sec_cik_overrides`.
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- Re-run `sudo -u deploy bash ./deploy/provision_fundamentals.sh --check` for
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binary, clone, permission, disk, or environment failures.
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- The Dolt clone is a reproducible cache and does not need a bespoke backup.
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