2026-08-25 — Multi-theme platform + Capital simulation

Scope

Took the single-theme tourism demo and built a full multi-theme SET50 research platform with capital-allocation simulation, all in Thai UI, on real Thai data.

Milestones (all verified + pushed)

#	Commit	Milestone	Status	Last verified
1	`f6dd630`	Auto Credit (TradingEconomics) + EIA collectors	complete	live fetch
2	`2fa8055`,`fdfd832`	BOT regional consumption (north; NE = 0.0 placeholder disabled)	complete	live (idx 100.3)
3	`674dcfd`	Scope: national-only Thai factors; cancel DLT province scraping	complete	docs
4	`3f7fccd`	Thai Energy (TOP) collector replacing EIA US proxy	complete	live (Q2/2026 net 19,481)
5	`affc29a`	theme registry + scoring engine (60 theme / 40 Siamchart)	complete	tests
6	`63058ec`	daily cache (fetch-once/day, stale fallback, atomic)	complete	tests
7	`7643764`	GET /api/v1/themes combined board (3 themes + frequency)	complete	live HTTP 200
8	`90e63e3`	frontend Thai theme panel (3 cards + signals)	complete	browser
9	`2caf814`	Localize dashboard to Thai; fix fixture-badge honesty	complete	browser
10	`c3a1461`	capital allocation engine + MT5 bridge	complete	tests + live
11	`aae1d13`	Fix bucket3 rank by dividend yield (ignore score)	complete	review passed
12	`e24023c`	Thai Simulation UI; remove legacy Paper ledger section	complete	browser

Key decisions

Factors must be Thailand-specific (auto = Thai car sales, energy = TOP Thai refinery, NOT US EIA/Gulf crack spread).
Regional = national ภาพรวมไทย only — no province/region-level scraping.
Frequency matters: tourism/auto = monthly, energy = quarterly, Siamchart = annual. Don't mix different-cadence factors as same-timestamp.
Simulation buckets (user-confirmed): b1 50% score+dividend · b2 20% score no dividend · b3 30% highest dividend yield (ignore score, exclude b1) · min 100 shares · cash fallback.
Paper ledger replaced by simulation (backtest + forward test share one engine; forward may optionally dispatch MT5, live gated).

Verified (evidence)

Full backend suite: 185 tests OK
Live HTTP: /api/v1/themes 200 (3 Thai themes), /api/v1/simulation 200 (1,000,000 → buckets; b1 AOT/MINT/AWC, b3 CRC after yield fix)
Independent reviews: deleg_1682c760 (found bucket3-by-score blocker) → fixed → deleg_43b165e0 passed=true (no security/logic errors)
git diff --check clean, static secret scan clean, compileall ok

Risks / remaining work

Price universe = 8 symbols (Yahoo snapshot); full SET50 needs extending the price collector.
bot_regional only north enabled (NE=955 is a 0.0 BE-2570 placeholder).
BOT portal API (portal.api.bot.or.th) requires auth — JSON alternative future.
MT5 live dispatch is interface-only (dry-run); needs MT5_SEND_ORDERS=1 + config.
M2.9 legacy work (prices.py, research.py, event_study.py, vintages.py, etc.) is still uncommitted/dirty — separate, unrelated to this session, untouched.

Next action

Extend price-history collection to the full SET50 universe so simulation can allocate across all names (currently limited to the 8 symbols that have Yahoo history in backend/data/prices/snapshots/).

3.4 KiB Raw Blame History