3 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 5	3e83d63b05	chore: decommission FMP, Finnhub and Alpha Vantage (A6) ... 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>	2026-08-07 11:19:28 +02:00
dennisthiessen	b0537ebe9a	Implement A5 fundamentals cutover activation	2026-07-24 14:19:22 +02:00