Detection could retire an actively traded symbol — silently, since it then
vanishes from every signal. Three causes:
- Form 25 is filed per security class. An issuer removing its notes, preferred
or warrants files one while the common keeps trading. The filing's own
descriptionClassSecurity distinguishes them, so the primary document is now
fetched and read; anything not recognisably common equity is rejected, as is
anything unreadable (pre-2009 filings have no primary_doc.xml). Fail closed.
- Form 15 ends a reporting obligation and is no evidence trading stopped. The
whole family is dropped.
- A historical filing for a long-gone class could retire a symbol whose bars ran
years later, stamping the old date. Filings before the last bar (less a 30-day
lead for the exchange) are now ignored.
Rule 12d2-2 makes removal effective ten days after filing, so delisted_on is the
effective date rather than the filing date.
bootstrap_universe(prune_missing=True) still ran a cascading delete over
delisted rows, undoing the retention this branch exists for; it now skips them
and reports kept_delisted so the count is explicable.
clear_delisted had no route, which made "safe to automate because it is
reversible" false — reversal needed SQL. POST/DELETE /tickers/{symbol}/delisting
now mark and un-mark, giving an operator a non-destructive alternative to the
cascading DELETE that was the only option.
Shared-CIK siblings (GOOG/GOOGL) stay safe by construction: the probe is
per-symbol and gated on that symbol's own staleness, so a class that still
trades is never probed.
Not addressed: pruning a symbol merely dropped from the index still destroys its
history — the same survivorship problem in a different costume, needing a
tracked/membership state separate from delisting.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
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>
Wikipedia no longer uses plain symbol table cells; parse exchange links and NyseSymbol templates, surface the list source in bootstrap results, and keep legacy cell parsing as a fallback.
Store an optional company name on Ticker (migration 014) and backfill it from
Alpaca's asset list in a single Trading-API call for the whole universe — no
per-ticker fetch. Runs automatically at the end of universe bootstrap and via a
manual "Backfill Names" button (admin) / POST /admin/tickers/backfill-names.
The name ships on /tickers; a shared symbol→name map (useTickerNames) lets any view
show it without its own request. Displayed subtly next to the symbol — in the global
search, the ticker header, and as a small muted line under the symbol in Top Setups
and Open Trades (no extra column, truncated so it never widens the table).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Behavior-preserving cleanup (345 tests pass, ruff clean):
- scheduler: replace 62 inline logger.x(json.dumps({...})) calls with a
_log_event helper, and collapse 11 identical _job_runtime dicts into an
_idle_runtime() factory over _JOB_NAMES.
- settings: add app/services/settings_store.py (get_setting/get_value/get_map/
upsert_setting) and route ~13 hand-rolled SystemSetting queries + two
identical _settings_map helpers through it.
- scoring.get_rankings: collapse the per-ticker N+1 (3-4 queries + a commit each)
into 2 bulk reads + a single conditional commit; drop the redundant re-fetch.
Lazy recompute-on-read is preserved. Adds first tests for get_rankings.
Net ~ -245 lines across the touched modules.
dennisthiessenandClaude Opus 5