Commit Graph
11 Commits
Author SHA1 Message Date
dennisthiessenandClaude Opus 5 a13dbc9710 fix(sec): stop an unrecoverable filing gap pausing setups forever
A filing gap pauses its issuer until the filing is ingested or a later one
supersedes it, which assumes the gap is temporary. It is not always: SEC's
per-company Company-Facts files can go stale indefinitely — 43 large caps
whose Q2 10-Qs the frames API carries but whose companyfacts files never
received (Abbott's newest fact was 2026-04-29 in late August) — and because
the supersede rule needs a *successfully ingested* later filing, a stale file
swallows the next quarter too. The pause was open-ended, not seasonal.

So the pause hands off to the alert: once filing_gap_aged has escalated a gap,
it stops gating if the issuer's newest stored 10-K/10-Q is under 180 days old.
An issuer with nothing that recent has no usable fundamentals at all and stays
paused, which is the case the gate was built for.

Applied in the gate service only. active_gaps is deliberately untouched so
_retry_backlog keeps retrying and a recovered filing still resolves normally,
and the bound covers both gate paths — the queue and the validation_json
summary that mirrors the same filings — since bounding one leaves production
behaviour unchanged.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016Lo99z3jWqu9X9ueBU3Z3D
2026-08-21 16:46:28 +02:00
dennisthiessenandClaude Opus 5 c2a3b56aaa chore: drop the A6 rollback tombstones
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A6 deployed cleanly and the provider keys are gone from the production `.env`,
which makes the legacy collector inert regardless of any settings row. The two
tombstones migration 029 pinned have no remaining job, and nothing in the
codebase reads either key.

Migration 030 deletes them and drops the Admin filter that hid them. Unlike
029's, its downgrade is meaningful — it restores both rows at their safe values,
since going back past this revision means going back toward code that reads them.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-07 12:34:28 +02:00
dennisthiessenandClaude Opus 5 e1607ddbff fix: don't double-report a failed SEC run, and correct the rollback doc
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Three follow-ups from review of the A6 commits.

The cache-summary re-finalize raised a second durable system event on a failed
run: _runtime_finish emits for `error`/`rate_limited`, and the dedup key
includes the message, so "SEC unavailable" and "SEC unavailable · cache 511 · 2
score inputs changed" landed as two unacknowledged Admin events. Adds
`emit_event` so a re-finalize that only rewords an outcome stays silent, with a
regression test asserting exactly one event.

The rollback section still claimed disabling the SEC job freezes the cache — the
opposite of what the same page says two lines earlier, and of what the code now
does. Rewritten: there is no Admin cache-off switch, restoring `fundamental_data`
alone is temporary because the next run rebuilds it from the same snapshots and
code, and a real freeze means stopping the service.

Remaining "shadow" wording: the two import jobs have never been shadow since
activation, so `_run_shadow_import` -> `_run_source_import`, its section heading,
the deployment doc's job label, and the plan doc's "production switch remains"
handoff paragraph are all brought up to date.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-07 11:46:34 +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 4c0c0579f5 fix: make SEC quality gating terminal-safe 2026-08-04 07:58:18 +02:00
dennisthiessen 3a6900d45a fix: gate setups on SEC filing completeness 2026-08-03 23:47:07 +02:00
dennisthiessen 49bf3b140e Add Admin control for fundamentals cutover
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2026-07-24 16:15:51 +02:00
dennisthiessen b0537ebe9a Implement A5 fundamentals cutover activation
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2026-07-24 14:19:22 +02:00
dennisthiessen ce8c60d957 feat: add fundamentals parity reporting 2026-07-23 21:17:58 +02:00
dennisthiessen ddc88b130b fix(deploy): configure Dolt author identity 2026-07-23 13:47:57 +02:00
dennisthiessen 88fc90cc6f feat(deploy): schedule fundamentals shadow imports 2026-07-23 12:41:27 +02:00