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b68aff80a6
Merge pull request 'Docs/dolt plan clarifications' (#1 ) from docs/dolt-plan-clarifications into main
dennisthiessen
2026-07-23 13:27:07 +02:00
88fc90cc6f
feat(deploy): schedule fundamentals shadow imports
dennisthiessen
2026-07-23 12:41:27 +02:00
71d21a45b6
feat(frontend): finish fundamentals reference rails
dennisthiessen
2026-07-23 10:59:50 +02:00
480baf762f
chore(frontend): harness at desktop width (768px) for two-column preview
dennisthiessen and Claude Opus 4.8
2026-07-23 09:34:09 +02:00
103b182598
feat(frontend): FundamentalsPanel — Reference Rails redesign
dennisthiessen and Claude Opus 4.8
2026-07-23 09:28:38 +02:00
bd23f41a1d
fix(frontend): FundamentalsPanel review — mobile, local dates, peer a11y
dennisthiessen and Claude Opus 4.8
2026-07-23 08:56:45 +02:00
9172c1a699
feat(frontend): A4 — FundamentalsPanel v1 (quarter tape + earnings + peers)
dennisthiessen and Claude Opus 4.8
2026-07-22 22:05:17 +02:00
fb6d39c68b
fix(fundamentals): compute eps_growth_yoy read; cover same-day + price guards
dennisthiessen and Claude Opus 4.8
2026-07-22 22:01:24 +02:00
b3dcf356a6
fix(fundamentals): API v1 review — multi-class pricing, reads contract, guards
dennisthiessen and Claude Opus 4.8
2026-07-22 21:49:17 +02:00
459a925e36
feat(fundamentals): A4 — additive API v1 (earnings, metrics, valuation, reads)
dennisthiessen and Claude Opus 4.8
2026-07-22 21:21:44 +02:00
979b4047dc
fix(fundamentals): pure-core review — tie-aware percentile, null-safe reads
dennisthiessen and Claude Opus 4.8
2026-07-22 20:41:18 +02:00
2038b84b72
feat(fundamentals): A4 — pure peer comparison + deterministic reads
dennisthiessen and Claude Opus 4.8
2026-07-22 20:25:48 +02:00
256880899b
fix(fundamentals): A4a review — stricter null semantics in derivation
dennisthiessen and Claude Opus 4.8
2026-07-22 20:20:29 +02:00
a549942afe
feat(fundamentals): A4a — pure read-time metric derivation
dennisthiessen and Claude Opus 4.8
2026-07-22 20:10:52 +02:00
96d3b40560
fix(sec): A3 sign-off hardening — validate per-concept units structure
dennisthiessen and Claude Opus 4.8
2026-07-22 20:04:11 +02:00
8dcdcac2a6
fix(sec): A3 slice-2b review — no index cap, full discrepancy + malformed gate
dennisthiessen and Claude Opus 4.8
2026-07-22 19:55:58 +02:00
f7ce85a33e
feat(sec): A3 slice 2b — SEC fundamentals importer (shadow ingestion)
dennisthiessen and Claude Opus 4.8
2026-07-22 19:39:46 +02:00
4754dbc17b
fix(sec): A3 slice-2a review — shares fallback, robust context, hardening
dennisthiessen and Claude Opus 4.8
2026-07-22 16:40:05 +02:00
7413de9301
feat(sec): A3 slice 2a — companyfacts -> snapshot parser
dennisthiessen and Claude Opus 4.8
2026-07-22 16:11:22 +02:00
5939be7b7f
fix(sec): A3 slice-1 review — read-only resolution, error propagation, fair-access
dennisthiessen and Claude Opus 4.8
2026-07-22 14:49:33 +02:00
cc67aebe61
feat(sec): A3 slice 1 — SEC client + CIK/SIC resolution + composite revision
dennisthiessen and Claude Opus 4.8
2026-07-22 14:15:56 +02:00
b1397fa82e
docs: A3 design — four review correctness fixes
dennisthiessen and Claude Opus 4.8
2026-07-22 14:04:12 +02:00
d923f41f85
docs: A3 design signed off — daily-index, primary-period, full backfill
dennisthiessen and Claude Opus 4.8
2026-07-22 12:33:56 +02:00
18fca28b7c
docs: A3 design pass — SEC fundamentals importer
dennisthiessen and Claude Opus 4.8
2026-07-22 12:10:24 +02:00
5d275c8df7
fix(dolt): A2 review — subprocess timeouts, stronger initial gate, HASHOF
dennisthiessen and Claude Opus 4.8
2026-07-22 11:50:50 +02:00
a4e33d7a39
feat(dolt): add shares_outstanding_date to fundamental_snapshots (026)
dennisthiessen and Claude Opus 4.8
2026-07-22 11:50:38 +02:00
54ae8ba153
feat(dolt): A2 — DoltHub earnings importer (shadow ingestion)
dennisthiessen and Claude Opus 4.8
2026-07-22 10:55:27 +02:00
e5a62ca648
refactor(dolt): pass run_id to SourceImporter.promote
dennisthiessen and Claude Opus 4.8
2026-07-22 10:55:11 +02:00
1b821e1a1e
chore: gitignore local Dolt dev clones (dolt-data/)
dennisthiessen and Claude Opus 4.8
2026-07-22 10:35:51 +02:00
35e44f681b
docs: record A0 license decision — earnings approved (CC BY-SA 4.0, internal)
dennisthiessen and Claude Opus 4.8
2026-07-22 10:22:56 +02:00
fc192c9f74
docs: shares_outstanding wording + staged-representation terminology
dennisthiessen and Claude Opus 4.8
2026-07-22 09:25:22 +02:00
8b45bdb361
fix(dolt): record/alert revision-detection failures + handle cancellation
dennisthiessen and Claude Opus 4.8
2026-07-22 09:25:14 +02:00
febd741671
feat(dolt): source-agnostic import-run framework (A1)
dennisthiessen and Claude Opus 4.8
2026-07-22 00:18:27 +02:00
949cbbe7c0
feat(dolt): migration 026 + models — fundamentals/earnings schema (A1 schema)
dennisthiessen and Claude Opus 4.8
2026-07-21 22:38:46 +02:00
e09ec4ab1d
docs: add Dolt integration plan + review clarifications
dennisthiessen and Claude Opus 4.8
2026-07-21 21:48:05 +02:00
aaca82d9d7
fix: synchronize shadow book save state
dennisthiessen
2026-07-21 14:16:11 +02:00
1e072346a9
ui: explicit Save button for shadow book settings
dennisthiessen and Claude Fable 5
2026-07-21 13:50:00 +02:00
565484de87
fix: select shadow book setups by scan run id, not a time window
dennisthiessen and Claude Fable 5
2026-07-21 11:25:03 +02:00
05ba138d35
fix: match shadow book to its pipeline's scan by run id, not timestamp
dennisthiessen and Claude Fable 5
2026-07-21 10:47:32 +02:00
807cc4bdfa
fix: bind shadow book to its own pipeline's scan, not wall-clock freshness
dennisthiessen and Claude Fable 5
2026-07-21 10:03:44 +02:00
6a10c8ff09
fix: guarantee shadow scan freshness, long-only, user-scoped setup list
dennisthiessen and Claude Fable 5
2026-07-21 09:31:24 +02:00
247a92a89f
fix: harden shadow book against book leakage (review of ba2df8b
dennisthiessen and Claude Fable 5
2026-07-21 09:11:14 +02:00
ba2df8b9fd
feat: shadow book + shadow-vs-manual performance comparison
dennisthiessen and Claude Fable 5
2026-07-20 23:44:41 +02:00
29715ef3d1
Merge branch 'research/earnings-gap-and-sue' — near-close data fix + Task 2 closure
dennisthiessen and Claude Fable 5
2026-07-20 21:11:00 +02:00
c7c60a64f2
research: Task 2 closed — SUE dead, earnings gap informational
dennisthiessen and Claude Fable 5
2026-07-20 21:10:46 +02:00
1fa3d70dec
fix: fetch today's in-progress bar; name weekday crons
dennisthiessen and Claude Fable 5
2026-07-20 21:10:35 +02:00
86dc24ae8a
Merge branch 'research/earnings-gap-and-sue' — Tier-1 closed: sector residual dead on deep evidence; universe x horizon matrix confirms 505 book; earnings scaffolding ready
dennisthiessen and Claude Fable 5
2026-07-19 15:29:25 +02:00
bb8aa655a1
research: clean up closed Tier-1 scaffolding from branch
dennisthiessen
2026-07-19 14:41:52 +02:00
1c38a94dd0
research: interpret prod book universe x horizon matrix; ignore candidate cache
dennisthiessen
2026-07-19 14:25:06 +02:00
a4d5ed7a93
tests done
Dennis Thiessen
2026-07-19 14:21:05 +02:00
9171e366ee
research: prepare prod book universe x horizon 4-arm matrix
dennisthiessen
2026-07-19 11:58:52 +02:00
9717d8176b
research: archive Task 1 sector residual as CLOSED/REJECTED
dennisthiessen
2026-07-19 11:45:15 +02:00
01007fb6dd
tests done
Dennis Thiessen
2026-07-19 11:39:43 +02:00
003f20de19
fix: sector-resid sanity grades against Alpaca feed floor, not calendar 5000d
dennisthiessen
2026-07-19 11:22:06 +02:00
f3d1312a69
tests done
Dennis Thiessen
2026-07-19 11:21:05 +02:00
a9841d92b7
research: sector-resid deep test (deepen shallow + one masked PASS/FAIL)
dennisthiessen
2026-07-19 10:58:03 +02:00
64761f38ba
research: interpret history-depth MacBook harness (PARK sector residual wire-in)
dennisthiessen
2026-07-19 10:42:01 +02:00
f6e0ca734f
tests done
Dennis Thiessen
2026-07-19 10:40:19 +02:00
06cf054f60
fix: bootstrap SSL/CA for research CLI on corporate MacBooks
dennisthiessen
2026-07-19 09:46:07 +02:00
32bf9c9297
research: bundle MacBook tier-1 pipeline into one bash script
dennisthiessen
2026-07-19 09:34:49 +02:00
fa25b6ee68
research: sector residual, earnings gap/SUE, history-depth scaffolding
dennisthiessen
2026-07-19 09:33:34 +02:00
8f285acb00
Merge branch 'research/fip-breadth-ic' — park Phase B fip breadth
dennisthiessen
2026-07-19 00:32:48 +02:00
2311999e57
research: park Phase B fip breadth; race guard and compact evidence
dennisthiessen
2026-07-19 00:32:20 +02:00
7d60e54f5a
research: single-source liquid mask; orphan +0.06 fip IC
dennisthiessen
2026-07-19 00:06:04 +02:00
ceaaadc49f
research: fip breadth diagnostics + compositional read
dennisthiessen
2026-07-18 21:40:05 +02:00
d34c7a21b7
done
Dennis Thiessen
2026-07-18 21:26:13 +02:00
30286111a8
fix: per-symbol SQLite transactions in research snapshot extender
dennisthiessen
2026-07-18 20:34:38 +02:00
b6892d13fd
fix: resolve research universe without system_settings DB
dennisthiessen
2026-07-18 20:32:57 +02:00
c2c7244d1a
Revert "feat: Phase B fip_id liquid-breadth research tooling"
dennisthiessen
2026-07-18 20:24:17 +02:00
9704e0d85a
feat: Phase B fip_id liquid-breadth research tooling
dennisthiessen
2026-07-18 20:22:11 +02:00
c2d29184dd
test: fix FIP label threshold unit test
dennisthiessen
2026-07-18 19:27:58 +02:00
dc08a805a8
fix: recalibrate FIP path labels to live equity scale
dennisthiessen
2026-07-18 19:27:45 +02:00
d9c4cd35eb
docs: mark near-close decision baseline as shipped
dennisthiessen
2026-07-18 19:22:10 +02:00
19d674ed62
feat: show FIP path-smoothness in ticker technicals
dennisthiessen
2026-07-18 19:22:02 +02:00
a71dd4adb7
fix: chain morning alerts for regime Telegram delivery
dennisthiessen
2026-07-18 18:00:00 +02:00
736451e26f
feat: near-close scan schedule and distinct-day gate reset
dennisthiessen
2026-07-18 17:55:39 +02:00
5a61b164f6
docs: lock execution-recovery decisions and ops constraints
dennisthiessen
2026-07-18 17:07:22 +02:00
99860dbd13
Tests done
Dennis Thiessen
2026-07-18 16:57:19 +02:00
3eb6192a1e
feat: log Phase A decisions and add execution-recovery matrix
dennisthiessen
2026-07-18 16:27:10 +02:00
723d47338e
Tests done
Dennis Thiessen
2026-07-18 15:29:10 +02:00
529343ce82
feat: add Phase A research matrix (vol target, fill, corr, SE/DSR)
dennisthiessen
2026-07-18 15:04:44 +02:00
cad4b49e7c
fix: harden Structural S/R after OHLCV writes and surface cleanup failures
dennisthiessen
2026-07-18 13:44:34 +02:00
b0e33e1606
fix: align production defaults and close review parity gaps
dennisthiessen
2026-07-18 13:03:22 +02:00
e07da0f8f0
feat: add Signal favicon (ember pulse with cyan rim)
dennisthiessen
2026-07-18 11:51:44 +02:00
72f10917a8
chore: remove one-shot Finnhub market cap SQL backfill
dennisthiessen
2026-07-18 10:28:49 +02:00
5a531fd603
fix: convert Finnhub market cap from millions to absolute USD
dennisthiessen
2026-07-18 10:28:16 +02:00
c9c6967c9c
chore: consolidate post-stop research artifacts
dennisthiessen
2026-07-17 20:46:21 +02:00
d13c54e3c7
fix: grandfather pre-cutover stop episodes
dennisthiessen
2026-07-17 20:28:42 +02:00
d858475ddb
docs: document post-stop gate reset results
dennisthiessen
2026-07-17 19:58:40 +02:00
5155d00d9e
feat: require gate reset before post-stop reentry
dennisthiessen
2026-07-17 19:30:40 +02:00
1a6f82bf6d
done
Dennis Thiessen
2026-07-17 17:42:13 +02:00
5385f46064
feat: test shorter post-stop reentry guards
dennisthiessen
2026-07-17 17:37:03 +02:00
cf294a7d2b
done
Dennis Thiessen
2026-07-17 17:23:27 +02:00
bbc7383d3a
feat: compare legacy and live ranking universes
dennisthiessen
2026-07-17 17:07:35 +02:00
9800114fc4
fix: align daily matrix ranking universe
dennisthiessen
2026-07-17 16:39:43 +02:00
27bc8a6631
done
Dennis Thiessen
2026-07-17 16:30:13 +02:00
0cd9ee7689
feat: add daily reentry policy matrix
dennisthiessen
2026-07-17 16:11:18 +02:00
13f57b2525
done
Dennis Thiessen
2026-07-17 15:22:58 +02:00
65a462271c
feat: add selectable daily backtest cadence
dennisthiessen
2026-07-17 14:41:24 +02:00
bc50ba9136
fix: harden post-stop reentry lockdown
dennisthiessen
2026-07-17 14:17:57 +02:00
dennisthiessen
