feat(tickers): record delisting instead of deleting the symbol
Retiring a symbol meant delete_ticker or bootstrap_universe(prune_missing), both of which cascade through OHLCV, setups and scores. That destroys exactly the history four research documents already apologise for: today's tracked universe projected backward is survivorship-biased, and hard-deleting every delisted name is what causes it. Keeping the rows preserves the option to fix that — it does not fix it, which needs the replay to model a delisting as an exit event. tickers gains delisted_on / delisted_reason (migration 032). NULL means actively traded. The filter is opt-in via ticker_service.active_only rather than folded into a shared getter: the registry and admin views deliberately keep delisted rows so the delisting is visible, and a silent default would undo that. Applied to the live path only — scanner, momentum ranking, scoring, breadth, fundamentals candidates, SEC universe, earnings import, ingestion loops. run_backtest keeps them on purpose. Detection runs off OHLCV staleness, not off the SEC fundamentals import: that importer stalls for days on unrelated Company-Facts gaps and would take detection down with it. On a stale symbol the scheduler asks SEC for a Form 25/25-NSE/15 and retires it only on a hit, so a halt or a rename (SATS->ECHO) keeps the existing warning. The probe waits 3 stale days so a market-data outage cannot turn into one SEC request per symbol per run. Safe to automate because it is reversible: clear_delisted un-retires a false positive, where a delete had already taken the history. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
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@@ -24,7 +24,7 @@ from typing import Iterable
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from sqlalchemy import select, update
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from app.models.ticker import Ticker
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from app.services import settings_store
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from app.services import settings_store, ticker_service
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from app.services.earnings_alignment import normalise_symbol
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from app.services.sec_client import SecClient
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@@ -55,7 +55,11 @@ async def resolve_ciks(db, client: SecClient) -> ResolvedUniverse:
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returns the mapping + proposed `tickers.cik` writes; mutates nothing."""
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ticker_to_cik = await client.company_tickers()
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overrides = await cik_overrides(db)
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rows = (await db.execute(select(Ticker.id, Ticker.symbol, Ticker.cik))).all()
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rows = (
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await db.execute(
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ticker_service.active_only(select(Ticker.id, Ticker.symbol, Ticker.cik))
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)
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).all()
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result = ResolvedUniverse()
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for tid, symbol, current_cik in rows:
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