Kunthawat Greethong
12b34929d7
feat(factor): add energy_irpc (IRPC net margin) as 2nd Thai refiner signal
...
- new energy_irpc collector parsing IRPC performance-highlights table
(net profit/EBITDA/ROE margins, latest period 3M26: +10.27%)
- factor energy_irpc_net_margin (sign +1) wired into refining_energy/
exploration/utilities, extending the energy theme beyond TOP
- scheduler job + dashboard fetch + sources table row (now 9 sources)
- tests: parse (incl paren-negatives), value-key resolution, direction;
suite 368 OK. Independent review passed: true
- Phase B feasibility: REIC/EPPO/NBTC/PTTEP are JS-rendered or anti-bot
(recorded deferred in plan); IRPC was the clean server-rendered win
2026-08-29 11:13:17 +07:00
Kunthawat Greethong
ead9aeb25c
chore: pre-existing in-tree work (event-study/research/vintages/prices + migration script + integrity docs)
...
Committing the prior uncommitted working-tree state that predates this session's
data-source work (was already modified/untracked at session start) so the tree
is clean before push. Includes: event-study + research report integrity/forward
observation work, prices tests, research hash migration script, and the
2026-08-23/24 engineering-log + test-evidence notes. Verified green as part of
the full 362-test suite.
2026-08-29 09:19:24 +07:00
Kunthawat Greethong
dbb787c50a
docs: data-source expansion plan + engineering log (te_thailand, sign fix, ui fix)
2026-08-29 09:19:06 +07:00
Kunthawat Greethong
1b971ac72d
[verified] Fix backtest accounting identity + honest UI disclosure
...
Correct the multi-rebalance backtest accounting so ending wealth is
capital + price_pnl + dividend_income with no double counting:
- price_pnl now measures equity change excluding dividends (was reusing
ending holdings value as 'price profit')
- dividend proxy is included in final_value and net_return, exposed as
dividend_method=final_holdings_yield_proxy
- regression tests: flat price => zero price_pnl; flat + dividend =>
dividend-only return; rising no-dividend => correct bucket P&L;
multi-rebalance accounting identity
- UI (result card + saved-run history) labels dividends as ประมาณการปันผล
(Proxy) and shows descriptive non-PIT badge when leakage_guard=false
Backend 239 tests passed; targeted backtest 11 passed; frontend build,
npm audit (0), static scan and diff check passed; fresh independent
review deleg_10918fed passed with empty blocker arrays.
Backtest remains descriptive non-PIT (leakage_guard=false) with the
default current-score scorer.
2026-08-27 09:00:39 +07:00
Kunthawat Greethong
e2f059cb71
[docs] append dashboard rebuild log
2026-08-25 20:41:24 +07:00
Kunthawat Greethong
4e1190492d
[docs] Record multi-theme + simulation milestone; update HANDOFF next action (extend price universe)
2026-08-25 17:02:26 +07:00
Kunthawat Greethong
ae78aa1014
docs: record integrity hardening handoff
2026-08-23 14:58:35 +07:00
Kunthawat Greethong
ba9114d2e8
[verified] bind snapshots to manifests and raw hashes
2026-08-23 14:58:15 +07:00
Kunthawat Greethong
f55ff69c31
[verified] add frozen research runner and durable paper ledger
2026-08-23 14:42:02 +07:00
Kunthawat Greethong
7f7a6145cd
[verified] add SET price snapshot adapter
2026-08-23 12:38:17 +07:00
Kunthawat Greethong
9301c02306
docs: record event-study gate handoff
2026-08-23 12:02:43 +07:00
Kunthawat Greethong
0b47a06238
[verified] add event-study readiness gate
2026-08-23 12:02:22 +07:00
Kunthawat Greethong
91eb83631e
docs: record M2 vintage handoff
2026-08-23 11:12:10 +07:00
Kunthawat Greethong
d1ba6efc68
[verified] add vintage collector and point-in-time API
2026-08-23 11:11:53 +07:00
Kunthawat Greethong
cfa75787bb
docs: record M1 verified handoff
2026-08-23 10:20:08 +07:00
Kunthawat Greethong
a113a51589
[verified] add BOT tourism source adapter
2026-08-23 10:19:40 +07:00
