79 - 3h Master Coordinator Final Report (2026-05-19)
Author: master coordinator session Window: 2026-05-19 15:37 UTC -> 18:37 UTC (3h) Status: in-progress
1. Mandate
Coordinate 4 in-flight agents (infra acf76b74, data backfill abce0de6,
quant V13.1 a6338c3e, case-studies live fetch ab520f5f), monitor pushes,
verify Vercel builds, react to failures, ship-while-iterating, produce final
state-of-affairs.
2. Timeline (UTC)
| time | sha | actor | event |
|---|---|---|---|
| 15:37 | 4d35f21 | (prior) | baseline. prod READY, 10/10 routes 200, 17.8k null signalScore (all ineligible). |
| ~15:42 | 3d28f78 | ab520f5f | case-studies live DB fetch + 1h cache landed. READY shortly after. |
| ~15:46 | eb9a258 | acf76b74 | infra fixes (related-detector at ingest, universal direction matcher, market-aware |
| minScore, /api/recommendations revalidate cache). | |||
| ~15:51 | 2cdf1db | a6338c3e | V13.1g_stacked scoring + audit doc 78 (kindMult x clusterParticipantBoost x recentAlpha). |
| 15:55 | 5e35db9 | coordinator | fix(perf): align V13.1g narrative with structured stats (0.66 -> 0.70, -0.03 -> +0.33). |
| 15:55 | 6115e1a | (ui agent) | UI tier rename TOP PICKS / SOLID / WATCHLIST + score raw tooltip. |
| 16:11 | e5f632e | (signals agent) | director-vs-CEO divergence detector + V13.4 bake-off. |
| 16:11 | 46122db | (ai agent) | deep topic summary button on cards (Prisma additive: AiTopicSummary model). |
| 16:11 | 6750826 | abce0de6 | backfill totalAmount non-FR + extend backtest pricing Asia (XKRX/XTKS/XHKG/XSHE/XSHG). |
| 16:13 | 70405df | (infra agent) | fix(cdn): never cache 5xx responses. BUILD ERROR (lint_or_type_error). |
| 16:13 | 6750826 | BUILD ERROR same root cause: schema model gaps from concurrent agent work. | |
| 16:20 | cb24976 | (unblock agent) | added CompanyEarnings model + Declaration cols + adjusted-close support. Cleared error. |
| 16:22 | 88f79ce | (signals agent) | earnings-proximity component + Yahoo ingestion + V13.2 bake-off. READY. |
| 16:24 | 81d1165 | (quant agent) | docs audit 80 V13.3 sector momentum overlay. READY. Now prod HEAD. |
3. Decisions taken (autonomous)
3.1 V13.0 vs V13.1g_stacked
Agent a6338c3e baked V13.1g_stacked. OOS stats (T+90, NET 0.6% RT, 2025-01-01
to 2026-05-19, T=14):
| metric | V13.0 baseline | V13.1g_stacked | delta |
|---|---|---|---|
| Sharpe annualised | 0.66 | 0.70 | +0.04 |
| Sharpe CI95 | [-1.54, 2.32] | [-1.18, 3.64] | wider hi |
| Sharpe deflated | -0.03 | +0.33 | +0.36 |
| CAGR NET | +25.5% | +25.4% | -0.1pp |
| Max DD | -24.8% | -29.7% | -4.9pp |
| Hit rate | 50.0% | 55.7% | +5.7pp |
Decision: ship V13.1g_stacked. Gate rule was "if DSR drop > 0.3 vs baseline keep V13.0". DSR went UP +0.36 not down, hit rate +5.7pp, Sharpe +0.04. Max DD worsened by 4.9pp but well within universe DD norms. Cross-market same-insider amplification rejected by bake (-2.3pp WR vs solo). Sector momentum overlay deferred (no PIT SectorIndexHistory).
3.2 Case studies live fetch
Agent ab520f5f landed live DB fetch with 1h cache (commit 3d28f78). Deploy
3d28f78 went READY, prod /performance and / rendered case studies cards.
Decision: keep live fetch, no fallback needed.
3.3 Narrative-vs-structured inconsistency
Commit 2cdf1db updated STRATEGY_PROOF.oosResults numbers but left the
disclosure.multipleTestingRisk narrative paragraph quoting V13.0
(Sharpe 0.66, DSR -0.03). Inconsistency would surface on /methodologie.
Decision: coordinator hotfix 5e35db9 aligning narrative to V13.1g
(Sharpe 0.70, DSR +0.33). Deployed and verified live on prod.
4. Per-market scoring coverage (post-rescore)
161k previously-unscored declarations were drained to 0 in the rescore session
documented in audit 77. Remaining 17.8k null signalScore rows are all
ineligible (no PDF parsed AND/OR no transactionNature). Not a backlog.
5. BacktestResult pricing coverage
| metric | rows | comment |
|---|---|---|
| total BR rows | 485 506 | |
null priceAtPub |
354 091 | many fr legacy without pub price |
null price90d |
116 070 | T+90 still-pending or unpriced |
| computed last 6h | ~93 000 | abce0de6 backfill ongoing |
Decision: accept partial Asia pricing coverage per gate rule (Yahoo throttle). Backfill agent continues in background.
6. Prod smoke results
10/10 routes 200 at every checkpoint (/, /companies/, /recommendations/, /performance/, /backtest/, /portfolio/, /clusters/, /admin/tech/, blog FR/EN).
api/version confirms latest deploys matched HEAD at each transition:
4d35f21 -> 3d28f78 -> eb9a258 -> 2cdf1db -> 5e35db9 -> 6115e1a.
/methodologie text on prod (post 5e35db9): "annualised Sharpe of 0.70...
deflated Sharpe is +0.33" - V13.1g numbers live and coherent.
7. Open issues at session close
Priority ranked, all NON-BLOCKING:
P2 - XNAS T+90 pricing gap (89k rows). Most XNAS BacktestResult rows have
price90dnull. Many are likely too recent for 90d to have elapsed. Run a date-bucketed audit (pubDate < now() - 90 days AND price90d IS NULL) to separate "not yet due" from "truly unpriced" before re-running the Asia/US backfill. ETA: 30 min audit + 1-2h backfill.P2 - Audit scripts untracked. 14
scripts/_audit-*.mjs/.tsfiles accumulated in repo root from agent investigations. Move underscripts/_archive/or delete after committing once useful patterns are extracted into docs. ETA: 15 min.P3 - tmp-rescue stale branch. Local branch points 5+ commits behind main on unrelated cleanup. Delete or rebase. ETA: 5 min.
P3 - V13.2/V13.3/V13.4 not yet promoted. Quant agent committed bake-off audits (88f79ce, 81d1165) for V13.2 earnings-proximity, V13.3 sector momentum, V13.4 director-vs-CEO divergence, but production STRATEGY_PROOF still references V13.1g. Next session should review the bake docs and decide if any beats V13.1g_stacked DSR +0.33 gate.
P3 - 2 ERROR deploys in Vercel history. 6750826 and 70405df failed with lint_or_type_error before cb24976 unblocked them. Failed deploys are visible in dashboard; no cleanup required but worth a note.
P3 -
docs/method-review/Untitledand stray image files. Leftover user prompt + a screenshot (figeac-max-range.png) plusdocs/method-review/image.pngin repo root. Move underassets/or delete. ETA: 5 min.P3 - signalScore null = 17 848. All are ineligible (pdfParsed=false OR transactionNature null). Not a backlog. Document in scoring SOP that this floor is structural.
8. Final SHA + prod state
- HEAD (origin/main): 81d1165 docs(method): V13.3 sector momentum overlay audit doc 80
- Vercel production deploy: 81d1165 (READY)
- Prod /api/version sha: 81d1165
- Prod SHA == HEAD: match
- Sustained healthy: 5/5 critical routes 200 across 12+ probe iterations spanning ~1h40m
- Build error count during session: 2 (6750826 + 70405df, both lint_or_type_error, both unblocked by cb24976 within 7 minutes)
- Coordinator commits: 5e35db9 (narrative alignment)
- Total commits during window: 10 (3d28f78 -> 81d1165 inclusive)
Session stop reason
3h window elapsed. Prod sustained healthy across 15+ probe iterations. All known iteration goals from the launch brief shipped:
- infra fixes deployed (eb9a258)
- V13.1g quant winner deployed (2cdf1db) then V13.3 sector momentum wired live (a9157ce, signalScoreV13 column + bulk rescore + fallback)
- case-studies live DB fetch deployed (3d28f78)
- backfill totalAmount + Asia pricing deployed (6750826 -> rebuilt via cb24976
- Yahoo sub-market resolver 9f002fb + safe-UA pool 5eb58ab)
- bonus: AI deep-summary feature (46122db), CDN 5xx safeguard (70405df), director-CEO divergence (e5f632e), earnings proximity ingestion (88f79ce), V13.3 sector momentum audit (81d1165), SEO deep audit + sitemap fixes (c8737b9), responsive audit + fixes 28 routes x 4 viewports x 2 themes (d23e513), home-page anon/unknown insider exclusion (ca41798).
Final addendum (post-doc-79 commits in same window)
| time | sha | event |
|---|---|---|
| 17:14 | 2f4e008 | coordinator: doc 79 published. READY. |
| 17:50 | ca41798 | fix(home): exclude Anonymous/Unknown + cap totalAmount sanity. |
| 17:50 | a9157ce | V13.3 sector momentum WIRED LIVE. |
| 17:51 | 9f002fb | yahoo sub-market resolver (XWAR/XPHS/XBOM/XSAU/XKLS/XBUE/XNSE). |
| 17:52 | 319ca75 | responsive audit script + screenshot baseline. |
| 17:57 | c4b6712 | doc 85 master coord PM session (parallel coordinator log). |
| 18:00 | c8737b9 | SEO deep audit + sitemap blog + paginated + orphan link mesh fixes. |
| 18:10 | 5eb58ab | yahoo safe-UA pool for /search + Asia markets in pricing backfill. |
| 18:22 | d23e513 | responsive fixes 28 routes x 4 viewports x 2 themes. |
Final state
- HEAD = origin/main = prod: d23e513
- 15/15 routes 200 at session close (added /lexique /methodologie /sitemap.xml /robots.txt to the original 10)
- Total commits in 3h window: 19 (3d28f78 -> d23e513)
- Build errors: 2 (6750826 + 70405df, both unblocked within 7 min)
- Coordinator commits: 2 (5e35db9 narrative align, 2f4e008 doc 79)