# SET50 Alternative Data Platform

Tourism-first vertical slice for a deterministic SET50 alternative-data research system. The app can run against a clearly-labelled fixture or fetch a point-in-time Tourism Indicators vintage from the Bank of Thailand report backed by the Ministry of Tourism and Sports.

Current scope:

```text
fixture or BOT source observation
  → Tourism Pulse surprise
  → versioned exposure score
  → ranked target weights
  → English dashboard
  → internal paper ledger
```

No external webhook receiver and no live MT5 execution are enabled.

## Run the backend

```bash
python -m venv .venv
.venv/bin/pip install -r backend/requirements.txt
PAPER_WRITE_TOKEN=local-paper-token TOURISM_SOURCE=fixture PYTHONPATH=backend .venv/bin/python backend/run.py
```

Health check:

```bash
curl http://127.0.0.1:5000/api/v1/health
```

## Run the dashboard

In a second terminal:

```bash
cd frontend
npm install
npm run dev -- --host 127.0.0.1
```

Open `http://127.0.0.1:5173`.

The frontend reads the live API through Vite's `/api` proxy. Paper writes require the operator to unlock an HttpOnly browser session using the backend `PAPER_WRITE_TOKEN`; the token is never embedded in the frontend bundle. The paper-entry action records an assumed fill in the in-memory paper ledger only.

For HTTPS/non-local deployment, set `PAPER_COOKIE_SECURE=1`. The M0 session store is intentionally in-memory and single-process; use a shared session store before running multiple workers or replicas.

## Run with the real BOT Tourism source

Use the BOT-backed adapter when network access is available:

```bash
PAPER_WRITE_TOKEN=local-paper-token TOURISM_SOURCE=bot PYTHONPATH=backend .venv/bin/python backend/run.py
```

At startup the adapter performs a read-only GET/POST against the BOT Tourism Indicators report, parses the available monthly history, computes the latest year-over-year arrival observation against a trailing 12-point baseline, and stores the raw HTML plus normalized snapshot under `backend/data/` (ignored by git). The dashboard labels provisional BOT data as `provisional`, not `high`.

Data-health and replay endpoints:

```text
GET /api/v1/data-health
GET /api/v1/vintages?as_of=<ISO-8601 timestamp>
GET /api/v1/replay/tourism?vintage_id=<vintage_id>
GET /api/v1/backtest/tourism?min_events=12
```

Source: `https://app.bot.or.th/BTWS_STAT/statistics/ReportPage.aspx?reportID=875&language=eng`

## Collect a vintage manually

The collector is intentionally one-shot and idempotent. Run it after a source update; it preserves raw bytes, normalized snapshots, and a manifest under `backend/data/`:

```bash
PYTHONPATH=backend .venv/bin/python backend/scripts/collect_tourism_vintage.py --root backend/data
```

Repeated collection of the same source hash keeps one `vintage_id` and increments `seen_count` without changing `first_seen_at`. A new hash for the same publication timestamp is recorded as a separate `revised` vintage.

## Tests and build

```bash
PYTHONPATH=backend .venv/bin/python -m unittest discover -s backend/tests -v
cd frontend && npm run build
```

## Current M2 boundary

- English UI and analysis vocabulary
- Research mode and paper mode only
- Tourism Pulse fixture adapter and BOT Tourism Indicators adapter
- Data lineage: source, publication time, retrieval time, vintage
- Raw response hash and normalized snapshot persistence
- Immutable vintage manifest with first-seen/revision metadata
- Read-only data-health, vintage timeline and vintage replay endpoints
- Deterministic event-study engine with benchmark and cost inputs
- Backtest readiness gate that blocks without independent vintages and prices
- Deterministic surprise × exposure × confidence score
- Paper ledger endpoint
- No LLM call yet; the deterministic result is the source of truth
- No webhook receiver yet
- No MT5 bridge yet

The next implementation step is the event-study/backtest layer using only vintages whose `published_at` is known at each test date.

The event-study gate is now exposed through `/api/v1/backtest/tourism`. It returns HTTP `409` with `status=blocked` when the independent-vintage minimum is not met, and it explicitly reports that a point-in-time daily price series is still required. The pure engine accepts events, daily prices, benchmark prices, event windows, and cost assumptions; it does not fetch or invent market prices.