dennisthiessenandClaude Opus 4.8 a4e33d7a39 feat(dolt): add shares_outstanding_date to fundamental_snapshots (026) ...

A1 carry-forward. The SEC cover-page share count
(dei:EntityCommonStockSharesOutstanding) is reported "as of" its own date, which
can differ from the fiscal period_end — store that date so market cap uses the
right point-in-time count. Migration 026 edited in place (never run with data).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

2026-07-22 11:50:38 +02:00

..

001_initial_schema.py

first commit

2026-02-20 17:31:01 +01:00

002_add_sentiment_reasoning_citations.py

major update

2026-02-27 16:08:09 +01:00

003_add_trade_recommendation_fields.py

Big refactoring

2026-03-03 15:20:18 +01:00

004_add_outcome_evaluation_fields.py

Add trade setup outcome tracking and performance stats

2026-06-10 19:23:57 +02:00

005_add_alert_log.py

add Telegram alerts: qualified setups, S/R proximity, score drops, daily digest

2026-06-14 19:42:18 +02:00

006_add_next_earnings_date.py

add earnings-date guard — warn when a report falls in the target horizon

2026-06-15 12:44:08 +02:00

007_add_paper_trades.py

add paper trading: mark a setup as taken, track open P&L, sell

2026-06-16 06:33:56 +02:00

008_add_sentiment_recommendation.py

sentiment: LLM buy/hold/avoid + full analysis, and search-budget scoping

2026-06-16 16:34:19 +02:00

009_reset_activation_gate.py

redesign activation gate to expected value + make pipelines cron-configurable

2026-06-23 14:46:38 +02:00

010_add_setup_momentum_percentile.py

momentum gate: long-only + wire the percentile onto live setups

2026-06-24 07:07:38 +02:00

011_add_regime_snapshots.py

feat: add standalone AI/Tech regime-change monitor tab

2026-06-26 11:51:45 +02:00

012_add_benchmark_prices.py

fix(alembic): renumber benchmark migration 011 -> 012

2026-06-28 08:47:36 +02:00

013_add_paper_trade_close_reason.py

feat: trailing-stop auto-exit for paper trades + close/digest alerts

2026-06-30 18:48:05 +02:00

014_add_ticker_name.py

feat: company names for tickers (Alpaca backfill + subtle display)

2026-07-01 10:50:40 +02:00

015_phase3_exit_and_gate.py

feat: adopt Phase 3 gate and paper-trade exit policy

2026-07-02 15:20:34 +02:00

016_add_signal_context_snapshots.py

feat: add strategy variant lab and signal context snapshots

2026-07-02 16:25:04 +02:00

017_add_trade_setup_strategy_rank.py

Shorten alembic revision ids to fit version_num VARCHAR(32)

2026-07-04 08:17:10 +02:00

018_clear_paper_exit_mode.py

Shorten alembic revision ids to fit version_num VARCHAR(32)

2026-07-04 08:17:10 +02:00

019_enforce_score_snapshot_invariants.py

Optimize signal read paths and enforce score invariants

2026-07-11 16:04:13 +02:00

020_drop_orphaned_activation_settings.py

Research: S/R levels, the target exit, and the entry gate

2026-07-12 15:05:34 +02:00

021_add_system_events.py

Add system alerts log with nav badge and Admin Alerts tab.

2026-07-14 13:38:04 +02:00

022_add_paper_trade_reentry_gate_reset.py

fix: grandfather pre-cutover stop episodes

2026-07-17 20:28:42 +02:00

023_near_close_schedule_and_fill_mode.py

feat: near-close scan schedule and distinct-day gate reset

2026-07-18 17:55:39 +02:00

024_paper_trade_book.py

feat: shadow book + shadow-vs-manual performance comparison

2026-07-20 23:44:41 +02:00

025_trade_setup_scan_run_id.py

fix: select shadow book setups by scan run id, not a time window

2026-07-21 11:25:03 +02:00

026_dolt_fundamentals_schema.py

feat(dolt): add shares_outstanding_date to fundamental_snapshots (026)

2026-07-22 11:50:38 +02:00