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8453b87290
fix(sec): compose total debt across the styles filers actually tag
dennisthiessen and Claude Opus 5
2026-08-21 17:44:18 +02:00
83fe76c506
fix(sec): alert when a filing gap's reprieve lapses instead of re-pausing quietly
dennisthiessen and Claude Opus 5
2026-08-21 17:44:04 +02:00
c15b51439e
fix(sec): tell an attribution collision apart from a changed reconstruction
dennisthiessen and Claude Opus 5
2026-08-21 16:46:40 +02:00
a13dbc9710
fix(sec): stop an unrecoverable filing gap pausing setups forever
dennisthiessen and Claude Opus 5
2026-08-21 16:46:28 +02:00
c97a067e0e
fix(risk-monitor): drop an unused import and align migration 033 with its model
dennisthiessen and Claude Opus 5
2026-08-13 11:31:05 +02:00
333989eeab
feat(risk-monitor): measure the rule that fires, and give fundamentals their own channel
dennisthiessen and Claude Opus 5
2026-08-13 11:14:33 +02:00
3033ad83fd
docs(readme): catch the README up with the last 20 commits
dennisthiessen and Claude Opus 5
2026-08-12 10:30:53 +02:00
044a3447f6
fix(backtest): rebuild the recommendation on read, not only on run
dennisthiessen and Claude Opus 5
2026-08-12 08:33:32 +02:00
21a5fc8a52
fix(backtest): flag a lookback the recommendation was not computed on
dennisthiessen and Claude Opus 5
2026-08-12 08:03:12 +02:00
11dffcd695
fix(backtest): one window, and stop calling a rejected exit "recommended"
dennisthiessen and Claude Opus 5
2026-08-12 08:03:12 +02:00
3a2d548610
feat(backtest): make the tiles answer "is that good?", and stop the layout jumping
dennisthiessen and Claude Opus 5
2026-08-11 23:25:11 +02:00
28b3273150
fix(backtest): quote one book, not two
dennisthiessen and Claude Opus 5
2026-08-11 23:24:58 +02:00
14cfa44fc5
refactor(signals): drop the now-unused fmtMoney helper
dennisthiessen and Claude Opus 5
2026-08-11 22:40:37 +02:00
13a984a84d
refactor(signals): split the Track Record tab and cut the backtest page down
dennisthiessen and Claude Opus 5
2026-08-11 22:09:23 +02:00
442dc3f04b
feat(backtest): add Sortino, Gain-to-Pain and dollar profit factor
dennisthiessen and Claude Opus 5
2026-08-11 22:09:10 +02:00
247a7889b9
fix(tickers): honor the effective date instead of retiring on the mark
dennisthiessen and Claude Opus 5
2026-08-11 16:34:49 +02:00
1d4ed39fd2
fix(tickers): close the delisting review findings
dennisthiessen and Claude Opus 5
2026-08-11 16:16:08 +02:00
d950fcf70e
fix(tickers): let an SEC confirmation upgrade a manual delisting mark
dennisthiessen and Claude Opus 5
2026-08-11 14:33:32 +02:00
6501b7e9a0
feat(tickers): record delisting instead of deleting the symbol
dennisthiessen and Claude Opus 5
2026-08-11 14:30:04 +02:00
486fb500d1
test(sec): cover the ceiling's promote/queue/alert path end to end
dennisthiessen and Claude Opus 5
2026-08-11 16:07:36 +02:00
77570557db
feat(sec): cap how long the fundamentals import can stay deferred
dennisthiessen and Claude Opus 5
2026-08-11 15:48:32 +02:00
fbca38e144
fix(backtest): roll back the portfolio-sim DB failures too
dennisthiessen and Claude Opus 5
2026-08-11 16:10:57 +02:00
6ca7f13779
fix(backtest): roll back the session after a swallowed DB failure
dennisthiessen and Claude Opus 5
2026-08-11 14:20:19 +02:00
d02fd82ced
docs(research): regenerate the artifact under the v2-mandatory harness
dennisthiessen and Claude Opus 5
2026-08-08 23:16:52 +02:00
43ee619412
fix(research): require the v2 reproduction, and correct the P1-cap denominator
dennisthiessen and Claude Opus 5
2026-08-08 23:16:03 +02:00
87224a1451
docs(research): regenerate the calibration artifact from a clean tree
dennisthiessen and Claude Opus 5
2026-08-08 22:46:41 +02:00
ec1b0acfad
fix(research): make the calibration artifact live up to its refusal guarantees
dennisthiessen and Claude Opus 5
2026-08-08 22:46:10 +02:00
3143477a62
feat(regime): cut the risk monitor to v4 — desaturate VIX and the trend break
dennisthiessen and Claude Opus 5
2026-08-08 20:34:25 +02:00
c3ae5ad949
feat(research): commit the regime-monitor replay harness, and reproduce v2/v3
dennisthiessen and Claude Opus 5
2026-08-08 20:05:12 +02:00
f22313deaf
chore: remove dead frontend code and one unused service helper
dennisthiessen and Claude Opus 5
2026-08-08 17:24:04 +02:00
d116fcc146
chore(frontend): drop the dead FundamentalsPanel dev harness
dennisthiessen and Claude Opus 5
2026-08-08 17:13:11 +02:00
94baa89423
fix(jobs): make last-run writes atomic and drain them properly on shutdown
dennisthiessen and Claude Opus 5
2026-08-08 14:15:05 +02:00
4b4a1084cb
refactor(jobs): group Admin -> Jobs into sections instead of one flat list
dennisthiessen and Claude Opus 5
2026-08-08 12:25:05 +02:00
22bee28ac7
feat(jobs): persist each job's last run so it survives a restart
dennisthiessen and Claude Opus 5
2026-08-08 12:19:29 +02:00
083c9dbf7c
refactor(jobs): derive job topology from one catalog, make next-run coherent
dennisthiessen and Claude Opus 5
2026-08-08 12:08:01 +02:00
7fdcac3b55
docs: carry the risk-monitor wording through docs, comments and logs
dennisthiessen and Claude Opus 5
2026-08-07 22:51:49 +02:00
5ea0785be6
refactor(ui): name the two regime jobs for what they actually do
dennisthiessen and Claude Opus 5
2026-08-07 19:48:15 +02:00
98b41629e7
ci: lint the whole repo, and pin the rule set so it stays deterministic
dennisthiessen and Claude Opus 5
2026-08-07 19:28:26 +02:00
1c6ccceb12
chore: make the whole tree ruff-clean, not just app/
dennisthiessen and Claude Opus 5
2026-08-07 18:43:46 +02:00
3483797e75
fix(regime): reseed stored history on a sensor change, and stop faking an observation
dennisthiessen and Claude Opus 5
2026-08-07 18:22:25 +02:00
7dc804be2b
test(dolt): anchor the real-clone smoke test to the clone, not the wall clock
dennisthiessen and Claude Opus 5
2026-08-07 18:22:11 +02:00
46ace501a2
refactor(regime): collapse the monitor page, fix the OAS rebuild window
dennisthiessen and Claude Opus 5
2026-08-07 17:53:45 +02:00
23de8c9540
docs(dolt-plan): drop workstream B and record why
dennisthiessen and Claude Opus 5
2026-08-07 13:03:32 +02:00
c2a3b56aaa
chore: drop the A6 rollback tombstones
dennisthiessen and Claude Opus 5
2026-08-07 12:34:28 +02:00
e1607ddbff
fix: don't double-report a failed SEC run, and correct the rollback doc
dennisthiessen and Claude Opus 5
2026-08-07 11:46:34 +02:00
13f3636b6a
fix: surface the fundamentals cache result on every SEC job outcome
dennisthiessen and Claude Opus 5
2026-08-07 11:22:28 +02:00
3e83d63b05
chore: decommission FMP, Finnhub and Alpha Vantage (A6)
dennisthiessen and Claude Opus 5
2026-08-07 11:19:28 +02:00
f5d4b516ab
docs: land capacity-study evidence and share the rank-map helper
dennisthiessen and Claude Opus 5
2026-08-05 23:08:29 +02:00
3ff0fd9f1c
feat: stop the position count cap from binding (10 -> 15)
dennisthiessen and Claude Opus 5
2026-08-05 23:04:21 +02:00
6f1ee450f1
research: prepare effective risk floor ab
dennisthiessen
2026-08-05 22:49:50 +02:00
aa6cd5cac4
docs: record portfolio capacity findings
dennisthiessen
2026-08-05 22:23:11 +02:00
24482c62fe
results added
Dennis Thiessen
2026-08-05 21:39:29 +02:00
6fc82ae857
fix: isolate production universe in capacity research
dennisthiessen
2026-08-05 21:00:19 +02:00
23fe39fd78
results added
Dennis Thiessen
2026-08-05 20:33:16 +02:00
477aa4b2da
fix: support legacy research snapshots on macOS
dennisthiessen
2026-08-05 10:40:45 +02:00
e58d2bb2cf
docs: clarify control parity accounting
dennisthiessen
2026-08-05 08:56:53 +02:00
1ace6688dd
research: add focused portfolio capacity matrix
dennisthiessen
2026-08-05 08:28:30 +02:00
07d864cf64
fix: draw the trade chart for positions older than the window
dennisthiessen and Claude Opus 5
2026-08-04 21:12:32 +02:00
2435abacaf
refactor: simplify open position details
dennisthiessen
2026-08-04 12:23:57 +02:00
d29d603158
test: drop redundant scanner primary-target suites
dennisthiessen and Claude Opus 5
2026-08-04 10:11:26 +02:00
70157ccfc2
perf: reuse the test schema instead of rebuilding it per test
dennisthiessen and Claude Opus 5
2026-08-04 10:11:20 +02:00
f49b422095
fix: close remaining ingestion review gaps
dennisthiessen
2026-08-04 08:55:30 +02:00
59ac108c90
perf: scope SEC ticker quality checks
dennisthiessen
2026-08-04 08:09:37 +02:00
e0f3d43efb
fix: tighten max-hold session countdown
dennisthiessen
2026-08-04 08:07:10 +02:00
4c0c0579f5
fix: make SEC quality gating terminal-safe
dennisthiessen
2026-08-04 07:58:18 +02:00
d1caac86b5
fix: preserve OHLCV stale detection
dennisthiessen
2026-08-04 07:39:40 +02:00
d431ee283d
feat: show max-hold session countdown
dennisthiessen
2026-08-03 23:55:30 +02:00
3a6900d45a
fix: gate setups on SEC filing completeness
dennisthiessen
2026-08-03 23:47:07 +02:00
7d703ea524
fix: refresh same-day OHLCV bars
dennisthiessen
2026-08-03 23:13:17 +02:00
7bcdf77ef9
fix(sec): name aged filings in deferred warnings
dennisthiessen
2026-07-31 14:58:22 +02:00
c8c660e63d
fix(sec): warn when deferred imports stay stale
dennisthiessen
2026-07-31 13:27:31 +02:00
f58f8b0818
fix(sec): defer expected Company Facts lag without alerting
dennisthiessen
2026-07-31 12:40:29 +02:00
862d1d536b
Keep the missing-weekday note honest about market holidays
dennisthiessen and Claude Opus 5
2026-07-30 10:39:46 +02:00
5b4fdab85c
Stop reading an absent SEC daily index as a fair-access block
dennisthiessen and Claude Opus 5
2026-07-30 10:37:26 +02:00
a7aefa6fe7
Recover SEC facts misfiled under a co-registrant CIK
dennisthiessen and Claude Opus 5
2026-07-27 11:52:59 +02:00
d2a27d4a78
Fix F541 lint failure in the event study summary
dennisthiessen and Claude Opus 5
2026-07-26 17:29:08 +02:00
83c0555e52
Event study: report its own statistical limits
dennisthiessen and Claude Opus 5
2026-07-26 15:12:53 +02:00
019ca1342a
Rewrite Regime Monitor as v3: fundamentals off the score, desaturate P3
dennisthiessen and Claude Opus 5
2026-07-26 14:36:57 +02:00
49bf3b140e
Add Admin control for fundamentals cutover
dennisthiessen
2026-07-24 16:15:51 +02:00
b0537ebe9a
Implement A5 fundamentals cutover activation
dennisthiessen
2026-07-24 14:19:22 +02:00
3df36a9bfb
docs(dolt-plan): record A5 gate outcome and hand off remaining work
dennisthiessen and Claude Opus 4.8
2026-07-24 12:32:53 +02:00
98793925ef
Merge fix/sec-fundamentals-parity-gaps: post-reparse verification docs
dennisthiessen and Claude Opus 4.8
2026-07-24 12:32:12 +02:00
2e083d3bb9
docs(sec): post-reparse verification and cutover recommendation
dennisthiessen and Claude Opus 4.8
2026-07-24 12:29:13 +02:00
4135946cb3
Merge pull request 'fix(sec): derive fiscal year end from the issuer's own 10-K' (#3 ) from fix/sec-fundamentals-parity-gaps into main
dennisthiessen
2026-07-24 12:01:20 +02:00
3d42ca7241
fix(sec): derive fiscal year end from the issuer's own 10-K
dennisthiessen and Claude Opus 4.8
2026-07-24 11:59:15 +02:00
77fa8b8c65
Merge pull request 'Fix/sec fundamentals parity gaps' (#2 ) from fix/sec-fundamentals-parity-gaps into main
dennisthiessen
2026-07-24 10:58:16 +02:00
0e556d8a43
fix(sec): keep the market-cap fallback through an amendment merge
dennisthiessen and Claude Opus 4.8
2026-07-24 10:50:17 +02:00
fae621475b
docs(sec): fundamentals parity root-cause findings
dennisthiessen and Claude Opus 4.8
2026-07-24 10:24:18 +02:00
e54f03cba6
feat(sec): reparse path, CIK overrides, resolution validation
dennisthiessen and Claude Opus 4.8
2026-07-24 10:24:05 +02:00
921f3d06fb
fix(sec): correct fundamentals derivation from SEC company facts
dennisthiessen and Claude Opus 4.8
2026-07-24 10:23:51 +02:00
259001e419
Merge branch 'docs/dolt-plan-clarifications'
dennisthiessen
2026-07-23 21:18:45 +02:00
ce8c60d957
feat: add fundamentals parity reporting
dennisthiessen
2026-07-23 21:17:58 +02:00
361cfd7883
docs: record fundamentals research decision and clean up
dennisthiessen
2026-07-23 17:50:33 +02:00
dba7ea739b
tests done
Dennis Thiessen
2026-07-23 17:37:43 +02:00
34d6dda1ab
feat: add split-safe fundamentals research protocol
dennisthiessen
2026-07-23 17:27:28 +02:00
7f944d718f
tests done
Dennis Thiessen
2026-07-23 16:38:13 +02:00
eae4d34c06
feat: add fundamentals weighting backtest research
dennisthiessen
2026-07-23 15:49:15 +02:00
ddc88b130b
fix(deploy): configure Dolt author identity
dennisthiessen
2026-07-23 13:47:57 +02:00
00c28ccb76
fix(sec): remove unused sqlalchemy import
dennisthiessen
2026-07-23 13:32:39 +02:00
8be7635506
fix(sec): remove unused sqlalchemy import
dennisthiessen
2026-07-23 13:29:06 +02:00
dennisthiessenandClaude Opus 5