Commit Graph

9 Commits

Author SHA1 Message Date
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
91c63ae673 [verified] Task 8: verification evidence + fail-closed look-ahead fix + docs (event-driven backtest) 2026-08-28 10:35:58 +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
2fa805554e [verified] Add BOT regional private-consumption collector (North) for regional tourism/consumption factor
- bot_regional.py: parse BOT BTWS_STAT regional report (reportID per region) -> private consumption index + nondurable index + monthly series
- North reportID=954 verified live (idx 100.3, series 6mo); region-keyed for extension to other regions
- collect_bot_regional.py CLI -> JSON snapshot
- 4 tests; full backend suite 152 OK; compileall ok
2026-08-25 14:14:33 +07:00
Kunthawat Greethong
f6dd6304cc [verified] Add Auto Credit (Trading Economics) + Refining/Energy (EIA) factor collectors
- auto_credit.py: scrape Trading Economics Thailand total-vehicle-sales HTML -> total sales + new car sales YoY + vehicle production/passenger/exports
- refining_energy.py: scrape EIA prices.php 3:2:1 crack spread (Gulf LLS) + WTI/Brent/gasoline
- Both server-rendered HTML scrapers (har-derived-api-client pattern); EIA used instead of RBN (RBN is Cloudflare-challenged, 403 via urllib; EIA is open US gov data, HTTP 200 direct)
- collect_auto_credit.py / collect_refining.py CLI -> JSON snapshot
- 8 tests; full backend suite 148 OK; live verified (auto 59198/20% YoY; crack 71.10 $/bbl); static scan clean
2026-08-25 11:05:13 +07:00
Kunthawat Greethong
632216ac27 [verified] Add Siamchart SET50 fundamental scraper (financial table + stock-info ratios/income)
- fetch_financial(group): parse Siamchart JS store_real_data array -> EPS/Rev/NP (5yr) + PE for every symbol
- parse_stock_info_html: head1/body key ratios (PE/P/BV/D/E/DPS/EPS/ROAA/ROAE/NPM/Yield) + income statement (QoQ/YoY)
- collect_siamchart.py CLI: --group/--stock-info/--with-info, timestamped JSON snapshot
- build_url validates group against ^[A-Z0-9]+(?:-[A-Z0-9]+)*$ (blocker closed)
- 10 unit tests; full backend suite 135 OK; independent review deleg_ad2b8dc7 passed=true

[verified] tags from requesting-code-review pipeline.
2026-08-25 08:43:00 +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
d1ba6efc68 [verified] add vintage collector and point-in-time API 2026-08-23 11:11:53 +07:00