signal-platform/docs/fundamentals-deployment.md

Fundamentals production deployment

This is the one-time production setup for the Dolt earnings and SEC fundamentals imports. The A5 scoring cutover was approved on 2026-07-24; the compat-cache write path is still default-off until the explicit production switch below is set. Do not add OS cron entries: the application scheduler owns both jobs.

What the deployment adds

• Dolt Earnings Import (shadow) runs daily at 02:30 America/New_York.
• SEC Fundamentals Import runs daily at 04:00 America/New_York. Its local fundamental_data refresh runs only when the A5 switch is enabled.
• Fundamentals Parity Report (read-only) runs daily at 05:30 America/New_York.
• Both jobs are visible, toggleable, and manually triggerable in Admin → Jobs.
• Cron expressions are editable in Admin → Schedule.
• Every attempt is recorded in data_import_runs; failures also create a system event. A failed validation does not promote partial data.

The systemd service uses one application worker. The import framework also holds a PostgreSQL advisory lock per source, so an overlapping manual/scheduled run is skipped safely.

Prerequisites

The production .env at /opt/signalplatform/.env must contain:

DOLT_BINARY=/usr/local/bin/dolt
DOLT_DATA_DIR=/var/lib/signal-platform/dolt
DOLT_EARNINGS_SUBDIR=earnings
DOLT_MIN_FREE_DISK_GB=5.0
SEC_USER_AGENT=signal-platform/1.0 (contact: real-address@example.com)
SEC_REQUEST_SPACING_SECONDS=0.2
FUNDAMENTALS_PARITY_REPORT_DIR=/var/lib/signal-platform/reports/fundamentals-parity

Use a real monitored contact address. Keep at least 5 GB free at the Dolt data path; 8–10 GB gives comfortable growth headroom. The data directory must stay outside /opt/signalplatform, because deployments use rsync --delete there. The parity-report directory is also persistent and owned by the service user; its small timestamped JSON/CSV bundles form the temporary A5 review trail.

One-time provisioning

First deploy the commit containing this bundle to production. Then SSH to the server and run:

cd /opt/signalplatform
sudo bash ./deploy/provision_fundamentals.sh
sudo -u deploy bash ./deploy/provision_fundamentals.sh --check
sudo systemctl restart signalplatform.service
curl -fsS http://127.0.0.1:8998/api/v1/health

The provisioner is idempotent. It installs the pinned Dolt version, creates the persistent directory as deploy:deploy, clones post-no-preference/earnings, configures a repository-local author identity for dolt pull, verifies free space and .env, and refuses an unexpected Dolt version. It does not modify PostgreSQL or start an import. The public clone does not require dolt login.

For a server provisioned before the author-identity check was added, repair the existing clone once with:

sudo -u deploy -H /usr/local/bin/dolt config --global --add user.name "Signal Platform"
sudo -u deploy -H /usr/local/bin/dolt config --global --add user.email "signal-platform@localhost"

Do not replace the pinned version with latest. A future Dolt upgrade should be a reviewed change to DOLT_VERSION, followed by the same provision/check flow.

First-run verification

In Admin → Jobs, wait until no other job is running, then:

1. Trigger Dolt Earnings Import (shadow). Expect completed with import status promoted; a repeat without an upstream change should report no_op.
2. Trigger SEC Fundamentals Import. The first run performs the tracked-universe history backfill and can take materially longer than a daily incremental run. Expect completed with import status promoted.
3. Check Admin → System Events. There should be no new import error.
4. Confirm the next-run times correspond to 02:30 and 04:00 New York time.
5. Open several ticker pages and confirm the fundamentals panel has populated data and still handles partial/missing issuers cleanly.

A5 parity observation window

After both shadow imports are healthy, trigger Fundamentals Parity Report (read-only) once in Admin → Jobs. The A5 Fundamentals Parity card above the jobs shows the latest coverage/delta summary and provides authenticated JSON and CSV downloads. The canonical server-side bundles are archived at:

/var/lib/signal-platform/reports/fundamentals-parity/

The scheduler then generates one report daily at 05:30 New York time, after the 02:30 Dolt and 04:00 SEC jobs. Review 5–7 consecutive reports before making the cutover decision. A report never writes fundamental_data, dimension/composite scores, rankings, qualification state, or an approval flag. Materiality bands only highlight rows for review; A5 still requires explicit approval.

Each bundle contains legacy and candidate P/E, revenue growth, and earnings surprise; definition notes; source revisions and price dates; recomputed legacy and candidate fundamental scores; and per-universe fundamental-rank changes. Definition changes remain explicit even when numeric deltas are small.

Optional database verification:

SELECT source, status, revision, source_max_date, started_at, completed_at,
       validation_json
FROM data_import_runs
WHERE source IN ('dolt_earnings', 'sec_facts')
ORDER BY id DESC
LIMIT 10;

SELECT count(*) FROM earnings_events WHERE source = 'dolt_earnings';
SELECT count(*), count(DISTINCT cik) FROM fundamental_snapshots;

During the longer first SEC run, execute the following in a second SSH session. It opens an independent database connection and attempts the same source lock:

cd /opt/signalplatform
sudo -u deploy .venv/bin/python - <<'PY'
import asyncio

from sqlalchemy import text

from app.database import engine
from app.services.data_import import _advisory_key


async def main():
    key = _advisory_key("sec_facts")
    async with engine.connect() as connection:
        acquired = await connection.scalar(
            text("SELECT pg_try_advisory_lock(:key)"), {"key": key}
        )
        print("UNEXPECTED: lock acquired" if acquired else "OK: source lock is busy")
        if acquired:
            await connection.execute(
                text("SELECT pg_advisory_unlock(:key)"), {"key": key}
            )


asyncio.run(main())
PY

Expect OK: source lock is busy. This is the remaining live-PostgreSQL mutual-exclusion check; SQLite unit tests cannot exercise PostgreSQL advisory locks. A second Admin trigger should independently report the job as busy.

A5 production activation (approved 2026-07-24)

The write path is controlled by the SystemSetting fundamental_data_sec_dolt_cutover_enabled. An absent value, false, or any value other than true leaves fundamental_data untouched. Before enabling it, confirm the normal PostgreSQL backup containing fundamental_data is current.

In Admin → Settings → Fundamentals data source:

1. Turn on Use SEC + Dolt for scoring inputs and accept the confirmation.
2. Click Run refresh now. The SEC import may be promoted or no_op; either result runs the local cache refresh.

The weekly legacy collector is automatically skipped while the switch is on, so it cannot overwrite the activated cache. The switch remains visible even before its SystemSetting row exists because the safe default is off.

If the Admin UI is unavailable, enable the cutover directly in PostgreSQL:

INSERT INTO system_settings (key, value, updated_at)
VALUES ('fundamental_data_sec_dolt_cutover_enabled', 'true', now())
ON CONFLICT (key) DO UPDATE
SET value = EXCLUDED.value, updated_at = now();

Then trigger SEC Fundamentals Import once in Admin → Jobs. Once enabled, the same refresh also runs after an SEC network/validation failure or a source-lock skip, because it reads only PostgreSQL snapshots, earnings events, and closes. The job message appends the cache row count and changed score-input count when the import itself completed successfully.

Verify the switch and refreshed rows:

SELECT key, value, updated_at
FROM system_settings
WHERE key = 'fundamental_data_sec_dolt_cutover_enabled';

SELECT count(*) AS rows,
       max(fetched_at) AS refreshed_at,
       count(pe_ratio) AS pe_available,
       count(revenue_growth) AS growth_available,
       count(earnings_surprise) AS surprise_available,
       count(next_earnings_date) AS next_date_available
FROM fundamental_data;

SELECT dimension, is_stale, count(*)
FROM dimension_scores
WHERE dimension = 'fundamental'
GROUP BY dimension, is_stale;

SELECT is_stale, count(*)
FROM composite_scores
GROUP BY is_stale;

The first refresh intentionally marks affected fundamental and composite score caches stale. The normal 15:30 near-close scanner recomputes them before using the rankings; until then, reads truthfully expose the stale state. Observe at least several scheduled cycles before A6 removes the legacy providers.

Failure and rollback

• To stop the A5 cache writes without stopping SEC snapshot ingestion, turn off Use SEC + Dolt for scoring inputs in Admin → Settings. If the UI is unavailable, set fundamental_data_sec_dolt_cutover_enabled back to false with the SQL above (changing only the value). This prevents the next local refresh but does not restore rows already replaced. Restore fundamental_data from the pre-cutover database backup, or—before A6—manually run the legacy Fundamental Collector if its provider keys and quota are still available.
• Disable a failing source-import job in Admin → Jobs only when ingestion itself must stop. Existing promoted snapshots/events remain available.
• Inspect the job runtime, latest data_import_runs.validation_json, service logs, and Admin → System Events before retrying.
• Re-run sudo -u deploy bash ./deploy/provision_fundamentals.sh --check for binary, clone, permission, disk, or environment failures.
• The Dolt clone is a reproducible cache and does not need a bespoke backup. PostgreSQL (including earnings_events, fundamental_snapshots, and import audit rows) must remain covered by the normal production database backup.
• Do not proceed to A6 until the activated cache has completed the observation window and the forward earnings calendar remains timely.
• If report generation fails, inspect Admin → System Events and verify FUNDAMENTALS_PARITY_REPORT_DIR exists and is writable by deploy. Existing reports and all live data remain untouched.