Owner's rule: backtest must run as soon as there's enough data to estimate an
investment — it must NOT be blocked just because some sources lack deep PIT
history. Scoring is deliberately flexible (a theme uses whatever subset of
factors was knowable that day).
- backtest_readiness: readiness = usable window (price + Siamchart + >=1 factor),
not all-factors-present. Missing factors still reported (transparency) but no
longer block the run. recommended_start = oldest executable price (oldest
history the system holds); recommended_end = last complete trading day.
- pit_scorer.theme_surprise_report: flexible — skips factors not released by
as_of; blocked only when NO factor has a value. pit_meta.partial_pit reflects
themes scored from a partial factor subset.
- Verified end-to-end: readiness ready=true (recommended 2024-01-03 -> 2026-08-29);
POST /api/v1/backtest/run default window returns 201 full result (1M -> final
equity 1,117,243.95), no 400 from missing factors.
- test_backtest_readiness updated to earliest-runnable semantics; full suite 369 green.
Q2 flexible scoring: _fetch_with_cache now degrades instead of raising
DashboardError — a source that fails with no cached value returns {} so the
theme scorer drops that source's factors; a previously-good value is kept as
stale by the daily cache. Verified: all-sources-down still builds 13 themes.
Q3 per-source audit: new themes.factor_source_breakdown(fetched, theme) shows
per factor source/raw/normalized/weight/contribution; dashboard exposes
fetch_data + factor_sources; per-symbol modal renders symbolDetail.factor_sources
(e.g. retail: te_thailand ยอดขายปลีก -14.5 -> -1.0 x 0.7 = -0.7).
Suite 369 green; independent review passed: true.
Q1 (HAR for deferred sources) spike recorded: method works, REIC needs deeper
interaction; NBTC 403 likely unbpassable without a session.
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.
