106 lines
4.3 KiB
Markdown
106 lines
4.3 KiB
Markdown
# SET50 Alternative Data Platform
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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.
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Current scope:
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```text
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fixture or BOT source observation
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→ Tourism Pulse surprise
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→ versioned exposure score
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→ ranked target weights
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→ English dashboard
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→ internal paper ledger
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```
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No external webhook receiver and no live MT5 execution are enabled.
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## Run the backend
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```bash
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python -m venv .venv
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.venv/bin/pip install -r backend/requirements.txt
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PAPER_WRITE_TOKEN=local-paper-token TOURISM_SOURCE=fixture PYTHONPATH=backend .venv/bin/python backend/run.py
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```
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Health check:
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```bash
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curl http://127.0.0.1:5000/api/v1/health
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```
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## Run the dashboard
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In a second terminal:
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```bash
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cd frontend
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npm install
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npm run dev -- --host 127.0.0.1
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```
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Open `http://127.0.0.1:5173`.
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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.
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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.
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## Run with the real BOT Tourism source
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Use the BOT-backed adapter when network access is available:
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```bash
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PAPER_WRITE_TOKEN=local-paper-token TOURISM_SOURCE=bot PYTHONPATH=backend .venv/bin/python backend/run.py
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```
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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`.
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Data-health and replay endpoints:
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```text
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GET /api/v1/data-health
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GET /api/v1/vintages?as_of=<ISO-8601 timestamp>
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GET /api/v1/replay/tourism?vintage_id=<vintage_id>
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GET /api/v1/backtest/tourism?min_events=12
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```
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Source: `https://app.bot.or.th/BTWS_STAT/statistics/ReportPage.aspx?reportID=875&language=eng`
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## Collect a vintage manually
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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/`:
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```bash
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PYTHONPATH=backend .venv/bin/python backend/scripts/collect_tourism_vintage.py --root backend/data
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```
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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.
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## Tests and build
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```bash
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PYTHONPATH=backend .venv/bin/python -m unittest discover -s backend/tests -v
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cd frontend && npm run build
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```
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## Current M2 boundary
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- English UI and analysis vocabulary
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- Research mode and paper mode only
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- Tourism Pulse fixture adapter and BOT Tourism Indicators adapter
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- Data lineage: source, publication time, retrieval time, vintage
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- Raw response hash and normalized snapshot persistence
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- Immutable vintage manifest with first-seen/revision metadata
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- Read-only data-health, vintage timeline and vintage replay endpoints
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- Deterministic event-study engine with benchmark and cost inputs
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- Backtest readiness gate that blocks without independent vintages and prices
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- Deterministic surprise × exposure × confidence score
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- Paper ledger endpoint
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- No LLM call yet; the deterministic result is the source of truth
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- No webhook receiver yet
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- No MT5 bridge yet
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The next implementation step is the event-study/backtest layer using only vintages whose `published_at` is known at each test date.
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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.
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