4 Commits

Include renames

Author	SHA1	Message	Date
dennisthiessenandClaude Opus 5	1d4ed39fd2	fix(tickers): close the delisting review findings ... 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>	2026-08-11 16:58:51 +02:00
dennisthiessenandClaude Opus 5	6501b7e9a0	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>	2026-08-11 16:58:51 +02:00
dennisthiessenandClaude Opus 4.8	da0bb3367e	feat: company names for tickers (Alpaca backfill + subtle display) ... 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>	2026-07-01 10:50:40 +02:00
Dennis Thiessen	61ab24490d	first commit	2026-02-20 17:31:01 +01:00