Kunthawat Greethong
abc06af3a1
[verified] Add in-app automatic data scheduler (runs on its own server, no Hermes)
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- scheduler.py: daemon thread inside Flask refreshes all real Thai collectors on interval (default 60min, REFRESH_INTERVAL_SECONDS) via shared daily cache + writes timestamped marker
- create_app starts scheduler (skipped in TESTING); shared daily_cache now an extension
- GET /api/v1/data/last-refresh: automation status + last refresh (every N hours)
- Live verified: refresh_all pulls 5/5 real sources (tourism/auto/NPL/energy/macro)
- 2 tests; full suite 197 OK
2026-08-25 21:00:13 +07:00
Kunthawat Greethong
9739849f68
[verified] Add real multi-theme dashboard (3 themes + macro + board + sources) — req #6/#8/#9/#10
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- dashboard.py: RealDashboard assembles real Thai data (tourism + auto+NPL + energy TOP + macro BOT) with uniform z-score surprise per theme, per-theme thesis, sources provenance table, 49-symbol combined board
- macro_thai.py: BOT Thai Economy macro backdrop (consumption +4.9%, inflation 1.95%, unemployment 0.93%, tourists 16.2mn)
- GET /api/v1/dashboard endpoint (real data, no fixture fallback per user)
- 7 new tests; full suite 195 OK; live verified (3 theme surprise: 0.571/0.81/1.623)
2026-08-25 20:30:14 +07:00
Kunthawat Greethong
1e75377732
[verified] Add BOT auto NPL (credit-quality) factor; deepen auto_credit theme
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- 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
c3a1461932
[verified] Add capital-allocation simulation engine + MT5 bridge (both dry-run/gated)
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- simulation.py: price-series loader (Yahoo snapshot) + allocate_capital 50/20/30 with min-100 shares, bucket3 excludes bucket1, cash fallback
- /api/v1/simulation POST: combines theme 60/40 score + Siamchart dividend + Yahoo price; labels output paper/backtest non-PIT (never validated)
- mt5_bridge.py: MT5 order interface, dry-run default; live dispatch needs MT5_SEND_ORDERS=1 AND approval (Windows-only MetaTrader5)
- 12 new tests (simulation/mt5/api); full suite 184 OK; live verified (1M -> buckets)
2026-08-25 16:24:22 +07:00
Kunthawat Greethong
7643764679
[verified] Add GET /api/v1/themes multi-theme combined board (60% theme / 40% Siamchart)
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- Aggregates 3 Thai themes: tourism signals (real), auto_credit (TradingEcon car sales YoY), refining_energy (Thai Oil quarterly net profit/EBITDA) via daily cache
- Combines per-symbol theme scores with Siamchart fundamental score (60/40), sorts by combined score, reports per-theme frequency (monthly/quarterly)
- Added test_themes_endpoint (mocked collectors); full suite 172 OK; compileall ok
2026-08-25 15:33:06 +07:00
Kunthawat Greethong
8a6991b7dd
[verified] Add Siamchart factor view + redesigned SET50 dashboard stock board
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Backend:
- siamchart_factors.py: build per-symbol factor view from Siamchart snapshot (PE, EPS latest, EPS growth YoY derived from series, dividend yield, P/BV, ROE, is_dividend). eps_latest now returns the most recent year.
- /api/v1/factors endpoint: merge Siamchart fundamentals with the tourism signal (side/score), signal-led sorting.
- test_siamchart_factors.py: 5 tests incl. regression asserting eps == year5 value.
Frontend:
- App.vue/style.css: new 'Stock board' dashboard table (Signal, Symbol, P/E, EPS, EPS YoY, Yield%, P/BV, ROE) with a Dividend-only filter and click-to-sort columns.
Verified: full backend suite 140 tests OK, frontend build OK, static scan clean, live /api/v1/factors 200 (49 factors/46 dividends), rendered table filter+sort verified in browser. Independent review deleg_969513e5 caught+fixed eps bug; re-review deleg_e6bd80db passed=true.
2026-08-25 09:03:28 +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
0b47a06238
[verified] add event-study readiness gate
2026-08-23 12:02:22 +07:00
Kunthawat Greethong
d1ba6efc68
[verified] add vintage collector and point-in-time API
2026-08-23 11:11:53 +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
