diff --git a/.hermes/plans/2026-08-29_data-source-expansion-phase-2.md b/.hermes/plans/2026-08-29_data-source-expansion-phase-2.md index 6269250..6591bd8 100644 --- a/.hermes/plans/2026-08-29_data-source-expansion-phase-2.md +++ b/.hermes/plans/2026-08-29_data-source-expansion-phase-2.md @@ -93,6 +93,23 @@ These are NOT quick plain-HTML collectors — they need a browser/XHR approach o logged-in/authorized session. Do them as a separate effort if the analysis needs them, not as simple additions to this collector family. +## Status updates (2026-08-29, follow-up asks) +- **Flexible scoring**: board no longer crashes on any single source failure — + `_fetch_with_cache` degrades (returns {} → theme drops that source; previous + good value kept as stale by the daily cache). Verified all-sources-down builds + 13 themes. +- **Per-source calc detail**: `symbolDetail.factor_sources` shows, per theme, each + factor's source → raw → normalized → weight → contribution (audit trail for the + owner to tune weights). Also exposed in `/api/v1/dashboard` as `factor_sources`. +- **HAR feasibility (deferred sources)**: captured REIC via `har-derived-api-client` + (Playwright drove the JS SPA → HAR → derived XHR `POST /Home/Web_All_Num_View`). + Method WORKS and endpoint is derivable, but the homepage XHR returned an empty + body — real property data needs a deeper interaction (navigate to a Transfer + page and click to load its data). A full REIC collector is a larger follow-up, + not a quick add. NBTC's 403 is an IP/fingerprint anti-bot block that HAR replay + (plain HTTP) likely canNOT bypass — skip NBTC unless a session/credential exists. + + --- ## Task Breakdown diff --git a/backend/app/__init__.py b/backend/app/__init__.py index a9ca845..1fb7789 100644 --- a/backend/app/__init__.py +++ b/backend/app/__init__.py @@ -717,6 +717,7 @@ def create_app(config: dict[str, Any] | None = None) -> Flask: from app import daily_cache cache = app.extensions.setdefault("daily_cache", daily_cache.DailyCache()) current = app.extensions.get("tourism_result") + dash = {} try: dash = RealDashboard((current or {}).get("signals", []), cache).build() theme_surprises = {t["id"]: t.get("surprise") for t in dash.get("themes", [])} @@ -738,6 +739,27 @@ def create_app(config: dict[str, Any] | None = None) -> Flask: latest_price=price, price_date=price_date, momentum=themes_mod._load_momentum(), ) + # per-source factor-level audit: for each theme this symbol belongs to, + # show source -> raw -> normalized -> weight -> contribution so the owner + # sees exactly how each source scored and how the weights were applied. + fetch_data = dash.get("fetch_data", {}) + detail["factor_sources"] = { + tid: themes_mod.factor_source_breakdown(fetch_data, tid) + for tid in detail.get("themes", []) + } + # fallback: if the dashboard fetch was empty (degraded), rebuild it once + if not fetch_data: + try: + from app import daily_cache as _dc + cache2 = _dc.DailyCache() + dash2 = RealDashboard((current or {}).get("signals", []), cache2).build() + fetch_data2 = dash2.get("fetch_data", {}) + detail["factor_sources"] = { + tid: themes_mod.factor_source_breakdown(fetch_data2, tid) + for tid in detail.get("themes", []) + } + except Exception: + pass return jsonify(detail) @app.get("/api/v1/backtest/readiness") diff --git a/backend/app/dashboard.py b/backend/app/dashboard.py index 21f5dfe..83fe933 100644 --- a/backend/app/dashboard.py +++ b/backend/app/dashboard.py @@ -32,13 +32,25 @@ def _fetch_with_cache( fetcher: Callable[[], dict], label: str, ) -> dict: + """Fetch a source, degrading gracefully instead of crashing the board. + + Flexible-scoring rule (user decision): if a source cannot be fetched AND + there is no previously-good cached value, return an empty dict so the + theme scorer simply drops that source's factors — the board still renders + from the sources that are available. If a previous good value exists the + daily cache returns it as stale (so the theme keeps using the last known + numbers). We never let one upstream failure take down the whole board. + """ + import logging + log = logging.getLogger("set50.dashboard") try: val = cache.fetch_or_stale(key, fetcher) if isinstance(val, dict) and "data" in val: return val["data"] return val or {} except Exception as exc: - raise DashboardError(f"no real data for {label}: {exc}") from exc + log.warning("dropping source %r (no cached value): %s", label, exc) + return {} def _zscore(value: float, mean: float, stdev: float) -> float: @@ -174,6 +186,16 @@ class RealDashboard: "macro": macro_d, "board": board, "sources": sources, + # raw per-module fetched data (fetch_module -> source dict) so the + # symbol-detail endpoint can compute a per-source factor audit. + "fetch_data": fetched, + # per-theme factor-level contribution (source -> raw -> normalized -> + # weight -> contribution) so the owner can audit exactly how each + # theme score was built and tune weights. + "factor_sources": { + tid: themes_mod.factor_source_breakdown(fetched, tid) + for tid in themes_mod.THEMES + }, # unambiguous split so "7 vs 5" style confusion is impossible: # distinct provider rows vs raw FACTORS-registry factor keys. "source_summary": { diff --git a/backend/app/themes.py b/backend/app/themes.py index 286a7ca..27d8a61 100644 --- a/backend/app/themes.py +++ b/backend/app/themes.py @@ -296,6 +296,61 @@ def compute_theme_surprises(fetched: dict, tourism_surprise: Optional[float] = N return out +def factor_source_breakdown(fetched: dict, theme_id: str) -> list: + """Per-factor contribution detail for one theme (what the user asked for). + + For each FACTOR a theme references, show exactly how it contributed to the + theme surprise: + - source: the fetch-module name (e.g. 'macro_thai', 'te_thailand') + - name_th: the factor's Thai label + - raw: the raw collected value + - normalized: the sign/center/span-normalized score in [-1, 1] + - weight: the per-theme weight (positive magnitude; direction is in sign) + - contribution: weight * normalized + - missing: True when the source had no value so the factor was dropped + + This is the audit trail that lets the owner see "which source scored what, + and how the weight was applied" and tune weights/thesis more easily. + """ + from . import factors as factors_mod + + tdef = THEMES.get(theme_id, {}) + rows = [] + for ref in tdef.get("factors", []): + fkey = ref.get("key") + fact = factors_mod.FACTORS.get(fkey) + if not fact: + continue + fetch_mod = fact.get("fetch") + val = factors_mod.factor_value(fact, fetched.get(fetch_mod)) + w = float(ref.get("weight", 1.0)) + if val is None: + rows.append({ + "factor": fkey, "source": fetch_mod, + "name_th": fact.get("name_th", fkey), + "frequency": fact.get("frequency", "monthly"), + "sign": fact.get("sign", 1), + "raw": None, "normalized": None, "weight": w, + "contribution": None, "missing": True, + }) + continue + norm = factors_mod.normalize(val, sign=fact.get("sign", 1), + center=fact.get("center", 0.0), + span=fact.get("span", 10.0)) + rows.append({ + "factor": fkey, "source": fetch_mod, + "name_th": fact.get("name_th", fkey), + "frequency": fact.get("frequency", "monthly"), + "sign": fact.get("sign", 1), + "raw": round(val, 4) if val is not None else None, + "normalized": norm, + "weight": w, + "contribution": round(w * (norm or 0.0), 4) if norm is not None else None, + "missing": False, + }) + return rows + + _SIAMCHART_GROWTH_W = 1.5 # R1 (PEAD): EPS-growth dominates value; literature (Bernard-Thomas 1990, # Livnat-Mendenhall 2006) shows drift follows earnings, not just yield. _SIAMCHART_YIELD_W = 2.0 # dividend floor for value names diff --git a/backend/tests/test_themes.py b/backend/tests/test_themes.py index bec018b..323d21e 100644 --- a/backend/tests/test_themes.py +++ b/backend/tests/test_themes.py @@ -276,3 +276,35 @@ class RegistryDrivenSurpriseTest(unittest.TestCase): f"factor {fkey!r} targets value_key {value_key!r} that fetch " f"module {fetch_mod!r} never emits -> dead factor", ) + + def test_factor_source_breakdown_shows_per_source_contribution(self): + """Audit trail: each factor shows source/raw/normalized/weight/contribution + so the owner can see exactly how every source scored and weight applied.""" + from app import themes + fetched = { + "macro_thai": { + "private_consumption_yoy": 4.9, "headline_inflation_yoy": 1.95, + "manufacturing_yoy": -3.1, "private_investment_yoy": 18.1, + "core_inflation_yoy": 1.0, "unemployment_pct": 1.0, + "tourists_ytd_mn": 16.2, + }, + "te_thailand": { + "retail_sales_yoy": -5.0, "consumer_confidence": 50.0, + "interest_rate_pct": 1.5, "loans_to_fin_corp": 10000000.0, + }, + "thai_trade": {"imports_usdm": 38000.0, "current_account_usdm": 500.0}, + } + rows = themes.factor_source_breakdown(fetched, "retail") + # retail includes te_thailand retail_sales_yoy (drives the negative read) + te_retail = next(r for r in rows if r["factor"] == "te_retail_sales_yoy") + self.assertEqual(te_retail["source"], "te_thailand") + self.assertEqual(te_retail["raw"], -5.0) + self.assertEqual(te_retail["normalized"], -0.5) # (-5-0)/10 + self.assertEqual(te_retail["weight"], 0.7) + self.assertAlmostEqual(te_retail["contribution"], -0.35, places=4) + self.assertFalse(te_retail["missing"]) + # every row carries the audit fields + for r in rows: + self.assertIn("source", r) + self.assertIn("weight", r) + self.assertIn("contribution", r) diff --git a/docs/engineering-log/2026-08-29-data-source-expansion-and-ui-fix.md b/docs/engineering-log/2026-08-29-data-source-expansion-and-ui-fix.md index cb3c3fb..cd7bbfc 100644 --- a/docs/engineering-log/2026-08-29-data-source-expansion-and-ui-fix.md +++ b/docs/engineering-log/2026-08-29-data-source-expansion-and-ui-fix.md @@ -65,6 +65,26 @@ Deferred (feasibility blocked): REIC (JS SPA/XHR), EPPO (JS/WordPress), NBTC (40 anti-bot), PTTEP (JS shell), PTT/BCP (404/DNS). Need browser/XHR approach, not plain-HTML — recorded in the plan as a separate effort. +## Phase D (same day — 3 follow-up asks) +1. **Flexible scoring (Q2)**: `_fetch_with_cache` now degrades instead of raising + `DashboardError` — source down + no cache = return {} (theme drops that + source's factors); previously-good value present = daily cache returns stale. + Board no longer crashes on any single upstream failure (verified: all-sources- + down still builds 13 themes). `DashboardError` class now unused by build(). +2. **Per-source calc detail (Q3)**: new `themes.factor_source_breakdown(fetched, + theme)` surfaced in dashboard as `fetch_data` + `factor_sources`, and in the + per-symbol modal as `symbolDetail.factor_sources` — the owner sees, per theme, + each factor's source → raw → normalized → weight → contribution (e.g. retail: + te_thailand ยอดขายปลีก -14.5 → -1.0 × 0.7 = -0.7). Backend test added. +3. **HAR feasibility for deferred sources (Q1)**: captured REIC via + `har-derived-api-client` (Playwright drive → HAR → derived XHR endpoint + `POST /Home/Web_All_Num_View`). Spike shows the method WORKS (browser drives + the JS SPA, XHR endpoint derivable) BUT the homepage XHR returned an empty + body — actual property data needs a deeper interaction (a real Transfer page + click), so a full REIC collector is a larger follow-up, not a quick add. +Finishing: commit Q2+Q3 with suite 369 green; Q1 recorded as feasible-but- +needs-deeper-capture and left as a decision for the owner. + - Note: a **concurrent process** also landed `thai_trade.py` (external-sector exports/imports/current-account) and external_* factors mid-session; its 3 initially-broken tests were fixed to reach the 360-green baseline here. diff --git a/frontend/dist/assets/index-Bymd5oSf.js b/frontend/dist/assets/index-Bymd5oSf.js deleted file mode 100644 index 3de835d..0000000 --- a/frontend/dist/assets/index-Bymd5oSf.js +++ /dev/null @@ -1,18 +0,0 @@ -(function(){const t=document.createElement("link").relList;if(t&&t.supports&&t.supports("modulepreload"))return;for(const l of 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"+m(g.value.company_name||u.value),1)]),o("div",df,[f[78]||(f[78]=o("div",{class:"modal-section-title"},"ขั้นตอนการคำนวณคะแนนรวม",-1)),o("div",pf,[o("div",hf,m(g.value.combined_formula),1),(k(!0),T(ee,null,Ce(g.value.combined_calc,p=>(k(),T("div",{key:p.label,class:"calc-step"},[o("div",gf,[o("span",null,m(p.label),1),o("strong",null,m(v(p.value))+" × "+m(p.weight),1)]),o("div",vf,m(p.note),1)]))),128)),g.value.siamchart_z_note?(k(),T("div",_f,[W(" คะแนนพื้นฐานได้จาก z-score: z = (ค่า"+m(g.value.siamchart_z_note.raw_i)+" − ค่าเฉลี่ย "+m(g.value.siamchart_z_note.population_mean)+") / ค่าเบี่ยงเบน "+m(g.value.siamchart_z_note.population_stdev),1),f[77]||(f[77]=o("br",null,null,-1)),W("เทียบกับ "+m(g.value.siamchart_z_note.universe_size)+" หุ้นใน SET50 ",1)])):ve("",!0)]),o("div",mf,"ราคาล่าสุด: "+m((($n=g.value.price)==null?void 0:$n.latest)!=null?v(g.value.price.latest):"—")+" ("+m(((Nn=g.value.price)==null?void 0:Nn.date)||"—")+")",1)])])):ve("",!0)])])):ve("",!0)])}}};ea(bf).mount("#app"); diff --git a/frontend/dist/index.html b/frontend/dist/index.html index a1f31d0..347d444 100644 --- a/frontend/dist/index.html +++ b/frontend/dist/index.html @@ -5,7 +5,7 @@ SET50 Signal Lab - + diff --git a/frontend/src/App.vue b/frontend/src/App.vue index b34f59f..10c57b3 100644 --- a/frontend/src/App.vue +++ b/frontend/src/App.vue @@ -888,6 +888,34 @@ onMounted(async () => { await loadDashboard(); await Promise.all([loadBacktestRu
หุ้นนี้ยังไม่ได้จัดอยู่ในธีมใด (จะอัปเดตเมื่อเพิ่มธีม)
+ +
+
คะแนนตามแหล่งข้อมูล (factor × weight)
+
+
+ {{ themeLabelById[tid] || tid }} + + + + + + + + + + + + + + + +
ข้อมูล (source)ค่า rawnormalizedweightcontribution
{{ r.name_th }}
{{ r.source }}
{{ r.raw != null ? (r.normalized != null && Math.abs(r.normalized) <= 1 && Math.abs(r.raw) < 1000 ? formatNumber(r.raw, 2) : formatNumber(r.raw, 0)) : '—' }}{{ r.normalized != null ? formatNumber(r.normalized, 3) : '—' }}{{ formatNumber(r.weight) }}{{ r.contribution != null ? formatNumber(r.contribution, 4) : '—' }}
+
+
normalized = ค่า raw ที่ปรับด้วย sign/center/span อยู่ในช่วง [-1,1]; contribution = weight × normalized. แหล่งที่ไม่มีข้อมูลจะไม่ถูกนับ (missed → drop source)
+
+
ไม่มีข้อมูลแยกตามแหล่ง
+
+
มูลค่าพื้นฐาน (Siamchart)