Commit Graph

19 Commits

Author SHA1 Message Date
Kunthawat Greethong
325e164dd3 [verified] Fix P1-P2-P5 audit findings: simulation reuses board, source_summary clarity, dead-code removal + conftest
- P1: /api/v1/simulation now uses the canonical board score (default_scores)
  instead of a divergent 3-theme recompute -> 'จำลอง' can't disagree with board
  (live check: sim top pick PTT == top board combined 1.600). Removes binary
  auto/en signs, restores quality+momentum+dividend screen consistency.
- P2: dashboard emits source_summary{factor_keys, rows}; frontend shows
  'N ปัจจัย · M แหล่ง' so the 7-vs-5 count confusion is impossible.
- P5: removed dead themes.list_themes()/Theme/build_theme_scores/_map_index and
  the tests that locked them; added tests/conftest.py so pytest needs no PYTHONPATH.
- docs: audit-and-plan-2026-08-26.md (full P0-P5 plan) + engineering-log entry.
- 203 backend tests pass; Vite build passes. Independent reviewer: no security or
  logic blockers (minor error-leak suggestion applied: 503 message no longer leaks
  exception detail).
2026-08-27 03:21:22 +07:00
Kunthawat Greethong
ef78720d32 [research] Methodology research doc + per-theme data-source map + formula refinement proposals
- Literature: PEAD (Bernard-Thomas 1990, Fink 2021, Livnat-Mendenhall 2006), EM momentum (lower in EM), multi-criteria EM selection, Thai earnings-surprise thesis
- 5 formula refinements (R1-R5, await user OK): earnings goodwill weight, momentum factor, continuous regime gate, earnings-revision, dividend screen
- Per-theme additional source table (banks NPL reuses reportID 794, utilities EPPO, retail consumer-comfort...) registered via declarative FACTORS
2026-08-26 16:01:25 +07:00
Kunthawat Greethong
e2f059cb71 [docs] append dashboard rebuild log 2026-08-25 20:41:24 +07:00
Kunthawat Greethong
1e75377732 [verified] Add BOT auto NPL (credit-quality) factor; deepen auto_credit theme
- auto_npl.py: parse BOT Gross NPLs by business (reportID=794); extract auto loan NPL (20,602 mn THB, 3.95% of NPLs, 2.06% of loans)
- /api/v1/themes now exposes auto_npl_pct + auto_npl_amount alongside car-sales volume
- 3 new tests; full suite 188 OK; live verified (themes shows auto_npl_pct 3.95)
2026-08-25 19:06:48 +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
3f7fccd25b [verified] Add Thai Energy/Refining collector (TOP quarterly financials) replacing EIA US crack spread
- energy_thai.py: scrape Thai Oil (TOP) investor financial-highlights -> quarterly + annual EBITDA/Net Profit/Sales (Million Baht), largest Thai refinery
- Thai-specific factor per user (energy must reflect Thai companies, not US EIA proxy); Krungsri was projection-only, TOP gives real quarterly actuals
- Frequency: quarterly (documented in research note)
- 4 tests; full backend suite 156 OK; compileall ok; static scan clean
2026-08-25 15:13:36 +07:00
Kunthawat Greethong
674dcfd48c [docs] Scope: national-only Thai factors; cancel DLT province scraping; energy = Thai GRM (not US EIA) 2026-08-25 15:03:41 +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
c9932954c2 docs: record price snapshot handoff 2026-08-23 12:38:37 +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
Kunthawat Greethong
3e978c5948 [verified] build tourism signal dashboard 2026-08-23 07:41:31 +07:00