4 Commits

Include renames

Author	SHA1	Message	Date
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	949cbbe7c0	feat(dolt): migration 026 + models — fundamentals/earnings schema (A1 schema) ... First reviewable slice of workstream A: schema only, no importers, no data. - data_import_runs: lean batch-import audit (source/revision/status, row_counts_json + validation_json as Text-holding-JSON per repo convention). - fundamental_snapshots: CIK-keyed, one immutable row per accession; stores per-period raw facts (duration = cumulative YTD/FY, balance-sheet = period-end) plus period_start/period_end/fiscal_year/fiscal_period so discrete quarters, Q4, TTM and YoY are derived at read time. - earnings_events: Dolt-sourced calendar + surprise history, unique (ticker_id, announce_date). - tickers: nullable cik/sic/sic_description — the ticker<->issuer join point. fundamental_data is left untouched (cutover gated separately at A5). Models registered in app/models/__init__.py; Ticker gains an earnings_events relationship. Verified: create_all builds the tables, mappers configure, and migration 026 renders valid Postgres DDL up and down. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>	2026-07-22 00:07:17 +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