- analytics.py: add _cot_table() helper; add combined=False param to
get_cot_positioning_time_series(), get_cot_positioning_latest(),
get_cot_index_trend(); add get_cot_options_delta() for MM net delta
between combined and futures-only
- dashboard/routes.py: read ?type=fut|combined param; pass combined flag
to analytics calls; conditionally fetch options_delta when combined
- api/routes.py: add ?type= param to /positioning and /positioning/latest
endpoints; returned JSON includes type field
- positioning.html: add report type pill group (Futures / F+O Combined)
with setType() JS; setRange() and popstate now preserve the type param
- positioning_canvas.html: sync type pills on HTMX swap; show Opt Δ badge
on MM Net card when combined+options_delta available; conditional chart
title and subtitle reflect which report variant is shown
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- extract/cftc_cot: refactor extract_cot_year() to accept url_template and
landing_subdir params; add _extract_cot() shared loop; add extract_cot_combined()
entry point using com_disagg_txt_{year}.zip → landing/cot_combined/
- pyproject.toml: add extract_cot_combined script entry point
- macros/__init__.py: add @cot_combined_glob() for cot_combined/**/*.csv.gzip
- fct_cot_positioning.sql: union cot_glob and cot_combined_glob in src CTE;
add report_type column (FutOnly_or_Combined) to cast_and_clean + deduplicated;
include FutOnly_or_Combined in hkey to avoid key collisions; add report_type to grain
- obt_cot_positioning.sql: add report_type = 'FutOnly' filter to preserve
existing serving behavior
- obt_cot_positioning_combined.sql: new serving model filtered to report_type =
'Combined'; identical analytics (COT index, net %, windows) on combined data
- pipelines.py: register extract_cot_combined; add to extract_all meta-pipeline
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- yfinance confirmed not viable (OPRA only, KC=F not covered)
- CFTC COT combined report is the free immediate path (URL change only)
- ICE Report Center settlement data viable with WebICE login automation
- Barchart OnDemand has correct coverage but requires paid subscription
- All OpenBB providers, Polygon.io, Nasdaq Data Link confirmed no KC=F coverage
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Polls /auth/dev-login until the app responds, then opens an incognito/private
window — same pattern as padelnomics. Tries flatpak Chrome → flatpak Firefox
→ system Chrome → Chromium → Firefox in that order.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds 4 REST endpoints under /api/v1/weather/:
- GET /weather/locations — 12 locations with latest stress, sorted by severity
- GET /weather/locations/<id> — daily series for one location (?metrics, ?days)
- GET /weather/stress — global daily stress trend (?days)
- GET /weather/alerts — locations with active crop stress flags
All endpoints use @api_key_required(scopes=["read"]) and return {"data": ...}.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Adds ALLOWED_WEATHER_METRICS frozenset and 5 new query functions:
- get_weather_locations(): 12 locations with latest stress index for map/cards
- get_weather_location_series(): time series for one location (dynamic metrics)
- get_weather_stress_latest(): global snapshot for Pulse metric card
- get_weather_stress_trend(): daily global avg/max for chart and sparkline
- get_weather_active_alerts(): locations with active stress flags
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Incremental serving model for 12 coffee-growing locations. Adds:
- Rolling aggregates: precip_sum_7d/30d, temp_mean_30d, temp_anomaly, water_balance_7d
- Gaps-and-islands streak counters: drought_streak_days, heat_streak_days, vpd_streak_days
- Composite crop_stress_index 0–100 (drought 30%, water deficit 25%, heat 20%, VPD 15%, frost 10%)
- lookback 90: ensures rolling windows and streak counters see sufficient history on daily runs
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- obt_cot_positioning.sql: replace final SELECT * with explicit column list
so linter can resolve schema without foundation.fct_cot_positioning in DB
- fct_weather_daily.sql: fix HASH(location_id, src."date") → located."date"
(cast_and_clean CTE references FROM located, not FROM src)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds extract/openweathermap package with daily weather extraction for 8
coffee-growing regions (Brazil, Vietnam, Colombia, Ethiopia, Honduras,
Guatemala, Indonesia). Feeds crop stress signal for commodity sentiment score.
Extractor:
- OWM One Call API 3.0 / Day Summary — one JSON.gz per (location, date)
- extract_weather: daily, fetches yesterday + today (16 calls max)
- extract_weather_backfill: fills 2020-01-01 to yesterday, capped at 500
calls/run with resume cursor '{location_id}:{date}' for crash safety
- Full idempotency via file existence check; state tracking via extract_core
SQLMesh:
- seeds.weather_locations (8 regions with lat/lon/variety)
- foundation.fct_weather_daily: INCREMENTAL_BY_TIME_RANGE, grain
(location_id, observation_date), dedup via hash key, crop stress flags:
is_frost (<2°C), is_heat_stress (>35°C), is_drought (<1mm), in_growing_season
Landing path: LANDING_DIR/weather/{location_id}/{year}/{date}.json.gz
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Writes .env to web/, runs deploy.sh from web/. Pushes env vars
from GitLab CI/CD variables to the server on every master push.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Delete 6 data raw models (coffee_prices, cot_disaggregated, ice_*,
psd_data) — pure read_csv passthroughs with no added value
- Move 3 PSD seed models raw/ → seeds/, rename schema raw.* → seeds.*
- Update staging.psdalldata__commodity: read_csv(@psd_glob()) directly,
join seeds.psd_* instead of raw.psd_*
- Update 5 foundation models: inline read_csv() with src CTE, removing
raw.* dependency (fct_coffee_prices, fct_cot_positioning, fct_ice_*)
- Remove fixture-based SQLMesh test that depended on raw.cot_disaggregated
(unit tests incompatible with inline read_csv; integration run covers this)
- Update readme.md: 3-layer architecture (staging/foundation → serving)
Landing files are immutable and content-addressed — the landing directory
is the audit trail. A raw SQL layer duplicated file bytes into DuckDB
with no added value.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Creates the beanflows system user, /opt/beanflows directory, and an
ed25519 GitLab deploy key. Prints the public key to add as a read-only
deploy key on the repo.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Rename env var to plural (CSV list) in CI yml to match the actual
config key. Add hendrik@beanflow.coffee and simon@beanflows.coffee
as hardcoded defaults so they get admin access without needing the
env var set explicitly.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add extract/extract_core/ workspace package with three modules:
- state.py: SQLite run tracking (open_state_db, start_run, end_run, get_last_cursor)
- http.py: niquests session factory + etag normalization helpers
- files.py: landing_path, content_hash, write_bytes_atomic (atomic gzip writes)
- State lives at {LANDING_DIR}/.state.sqlite — no extra env var needed
- SQLite chosen over DuckDB: state tracking is OLTP (row inserts/updates), not analytical
- Refactor all 4 extractors (psdonline, cftc_cot, coffee_prices, ice_stocks):
- Replace inline boilerplate with extract_core helpers
- Add start_run/end_run tracking to every extraction entry point
- extract_cot_year returns int (bytes_written) instead of bool
- Update tests: assert result == 0 (not `is False`) for the return type change
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
dashboard/routes.py (4 places) and admin/routes.py still checked
analytics._conn is not None after _conn was removed in the two-file
refactor — causing AttributeError → 500 on every dashboard page.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Two bugs fixed:
1. Cross-connection COPY: DuckDB doesn't support referencing another
connection's tables as src.serving.table. Replace with Arrow as
intermediate: src reads to Arrow, dst.register() + CREATE TABLE.
2. Catalog/schema name collision: naming the export file serving.duckdb
made DuckDB assign catalog name "serving" — same as the schema we
create inside it. Every serving.table query became ambiguous. Rename
to analytics.duckdb (catalog "analytics", schema "serving" = no clash).
SERVING_DUCKDB_PATH values updated: serving.duckdb → analytics.duckdb
in supervisor, service, bootstrap, dev_run.sh, .env.example, docker-compose.
3. Temp file: use _export.duckdb (not serving.duckdb.tmp) to avoid
the same catalog collision during the write phase.
Verified: 6 tables exported, serving.* queries work read-only.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
On the first `./scripts/dev_run.sh` invocation (serving.duckdb absent),
automatically run extract → transform → export_serving from the repo root
so the dashboard is populated without any manual steps.
Subsequent runs skip the pipeline for a fast startup. Delete serving.duckdb
from the repo root to force a full pipeline re-run.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The assert _db_path in fetch_analytics() would crash dashboard routes
locally when SERVING_DUCKDB_PATH is unset or serving.duckdb doesn't
exist yet. Change to graceful return [] so the app degrades cleanly.
Also add SERVING_DUCKDB_PATH=../serving.duckdb to local .env so the
web app will auto-connect once `materia pipeline run export_serving`
has been run for the first time.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Split the single lakehouse.duckdb into two files to eliminate the exclusive
write-lock conflict between SQLMesh (pipeline) and the Quart web app (reader):
lakehouse.duckdb — SQLMesh exclusive (all pipeline layers)
serving.duckdb — web app reads (serving tables only, atomically swapped)
Changes:
web/src/beanflows/analytics.py
- Replace persistent global _conn with per-thread connections (threading.local)
- Add _get_conn(): opens read_only=True on first call per thread, reopens
automatically on inode change (~1μs os.stat) to pick up atomic file swaps
- Switch env var from DUCKDB_PATH → SERVING_DUCKDB_PATH
- Add module docstring documenting architecture + DuckLake migration path
web/src/beanflows/app.py
- Startup check: use SERVING_DUCKDB_PATH
- Health check: use _db_path instead of _conn
src/materia/export_serving.py (new)
- Reads all serving.* tables from lakehouse.duckdb (read_only)
- Writes to serving_new.duckdb, then os.rename → serving.duckdb (atomic)
- ~50 lines; runs after each SQLMesh transform
src/materia/pipelines.py
- Add export_serving pipeline entry (uv run python -c ...)
infra/supervisor/supervisor.sh
- Add SERVING_DUCKDB_PATH env var comment
- Add export step: uv run materia pipeline run export_serving
infra/supervisor/materia-supervisor.service
- Add Environment=SERVING_DUCKDB_PATH=/data/materia/serving.duckdb
infra/bootstrap_supervisor.sh
- Add SERVING_DUCKDB_PATH to .env template
web/.env.example + web/docker-compose.yml
- Document both env vars; switch web service to SERVING_DUCKDB_PATH
web/src/beanflows/dashboard/templates/settings.html
- Minor settings page fix from prior session
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Remove 'Write' scope checkbox from API key creation form — BeanFlows
is a read-only data platform, write keys are meaningless to users.
Scope is now always 'read' via hidden input.
- Add try/except in billing.manage route so Paddle API failures (e.g.
no live credentials in dev) show a user-facing flash error instead
of a 500.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The ICE API at /marketdata/api/reports/293/results stores all historical
daily XLS reports date-descending. Previously the extractor only fetched
the latest. New extract_ice_backfill entry point pages through the API
and downloads all matching 'Daily Warehouse Stocks' reports.
- ice_api.py: add find_all_reports() alongside find_latest_report()
- execute.py: add extract_ice_stocks_backfill(max_pages=3) — default
covers ~6 months; max_pages=20 fetches ~3 years of history
- pyproject.toml: register extract_ice_backfill entry point
Ran backfill: 131 files, 2025-08-15 → 2026-02-20
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace Apply button flow with immediate HTMX partial fetches:
- toggleCountry() does an optimistic UI update (row + badge) then
calls htmx.ajax() targeting #cc-canvas with swap=innerHTML
- URL is pushed to history on every selection change (bookmarkable)
- HX-Request now returns countries_canvas.html fragment (chips +
chart/empty + inline IIFE that re-syncs globals + re-inits Chart.js)
- Panel (dark) is never swapped; canvas fades during in-flight request
- PALETTE, buildRankings(), initChart() defined once on page load,
called by both initial render and partial IIFE after each swap
- Apply button removed; Clear triggers fetchCanvas() with empty codes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace generic multi-select + plain card with a two-panel layout:
- Dark espresso selector panel (sticky, searchable, click-to-toggle)
with country rows showing rank, name, production figure, checkbox
- Right canvas: metric segment tabs, selected-country chips (colored),
Chart.js line chart with dark espresso tooltip, and a JS-built
rankings table with proportional colored bars (latest year)
- Smooth fade-in animations, monospaced figures, copper accent palette
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
ICE changed the daily stocks XLS header from 'As of: 1/30/2026' to
'As of: Feb 20, 2026 1:35:39PM'. Expand _build_canonical_csv_from_xls
to try multiple strptime formats (%m/%d/%Y, %b %d, %Y, etc.) on both
single-token and three-token date candidates.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Sequences: extract (PSD) → extract_cot (CFTC) → extract_prices (KC=F) → extract_ice_all (ICE)
Stops and reports on first failure. META_PIPELINES dict makes it easy to
add more meta-pipelines as sources expand.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
