Commit Graph

2 Commits

Author SHA1 Message Date
Deeman
c3c8333407 refactor(transform): remove raw layer, read landing zone directly
- 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>
2026-02-22 17:30:18 +01:00
Deeman
67c048485b Add Phase 1A-C + ICE warehouse stocks: prices, methodology, pipeline automation
Phase 1A — KC=F Coffee Futures Prices:
- New extract/coffee_prices/ package (yfinance): downloads KC=F daily OHLCV,
  stores as gzip CSV with SHA256-based idempotency
- SQLMesh models: raw/coffee_prices → foundation/fct_coffee_prices →
  serving/coffee_prices (with 20d/50d SMA, 52-week high/low, daily return %)
- Dashboard: 4 metric cards + dual-line chart (close, 20d MA, 50d MA)
- API: GET /commodities/<ticker>/prices

Phase 1B — Data Methodology Page:
- New /methodology route with full-page template (base.html)
- 6 anchored sections: USDA PSD, CFTC COT, KC=F price, ICE warehouse stocks,
  data quality model, update schedule table
- "Methodology" link added to marketing footer

Phase 1C — Automated Pipeline:
- supervisor.sh updated: runs extract_cot, extract_prices, extract_ice in
  sequence before transform
- Webhook failure alerting via ALERT_WEBHOOK_URL env var (ntfy/Slack/Telegram)

ICE Warehouse Stocks:
- New extract/ice_stocks/ package (niquests): normalizes ICE Report Center CSV
  to canonical schema, hash-based idempotency, soft-fail on 404 with guidance
- SQLMesh models: raw/ice_warehouse_stocks → foundation/fct_ice_warehouse_stocks
  → serving/ice_warehouse_stocks (30d avg, WoW change, 52w drawdown)
- Dashboard: 4 metric cards + line chart (certified bags + 30d avg)
- API: GET /commodities/<code>/stocks

Foundation:
- dim_commodity: added ticker (KC=F) and ice_stock_report_code (COFFEE-C) columns
- macros/__init__.py: added prices_glob() and ice_stocks_glob()
- pipelines.py: added extract_prices and extract_ice entries

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-21 11:41:43 +01:00