Commit Graph
5 Commits
Author SHA1 Message Date
Yijia-Xiao 6097b582d9 refactor(dataflows): group the vendors under dataflows/vendors
- vendors/yahoo: ohlcv (loader and cache), market (prices, indicators), fundamentals (profile, statements, insider), news, snapshot
- vendors/alpha_vantage is a package; sec_edgar, fred, polymarket, reddit and stocktwits sit beside it
- the one-method StockstatsUtils class is a function; the duplicate Yahoo host constant is gone
- tests are named after the modules they cover: test_ohlcv_date_column, test_yahoo_snapshot, and the ohlcv and snapshot aliases
2026-09-24 04:37:40 +00:00
Yijia-Xiao c42a2f2c61 refactor(dataflows): name the shared modules by what they hold
- interface -> router; symbol_utils -> symbols, which also takes safe_ticker_component
- utils is split: get_current_date to date_window, the HTTP helpers to net
- dataflows imports are absolute; the NoMarketDataError re-export from symbols is gone
2026-09-24 04:31:05 +00:00
Yijia-Xiao a58aa613fc fix: name no date after the run in what a historical run reads
- coverage and withholding notices named where a vendor's coverage starts or today's date
- the instrument context named today's date in every analyst prompt
2026-09-24 04:31:05 +00:00
Yijia-Xiao b4479b0c70 fix(dataflows): stop telling a historical run today's date
- yfinance headers no longer stamp the wall clock (Data retrieved on)
2026-09-24 00:41:56 +00:00
Yijia-Xiao 96111aa368 fix(dataflows): withhold the live profile from historical fundamentals
- both fundamentals vendors accepted curr_date and ignored it, serving a
  present-day company profile into a run dated in the past: yfinance via
  Ticker.info, Alpha Vantage via OVERVIEW
- that profile has no historical vintage, not even name/sector/industry (which
  move when a company renames or is reclassified), so a past curr_date now
  withholds it and says why; live runs are unchanged
- the rule lives once in date_window next to the existing look-ahead helpers,
  so switching data_vendors between the two cannot reintroduce the leak, and
  the guard runs before the request rather than discarding a paid-for response
- point-in-time fundamentals for a past date already come from the balance
  sheet, income statement and cash flow tools, which filter on curr_date #1300
2026-09-07 20:54:19 +00:00