Commit Graph

25 Commits

Author SHA1 Message Date
Deeman
ff7301d6a8 ICE extraction overhaul: API discovery + aging report + historical backfill
- Replace brittle ICE_STOCKS_URL env var with API-based URL discovery via
  the private ICE Report Center JSON API (no auth required)
- Add rolling CSV → XLS fallback in extract_ice_stocks() using
  find_latest_report() from ice_api.py
- Add ice_api.py: fetch_report_listings(), find_latest_report() with
  pagination up to MAX_API_PAGES
- Add xls_parse.py: detect_file_format() (magic bytes), xls_to_rows()
  using xlrd for OLE2/BIFF XLS files
- Add extract_ice_aging(): monthly certified stock aging report by
  age bucket × port → ice_aging/ landing dir
- Add extract_ice_historical(): 30-year EOM by-port stocks from static
  ICE URL → ice_stocks_by_port/ landing dir
- Add xlrd>=2.0.1 (parse XLS), xlwt>=1.3.0 (dev, test fixtures)
- Add SQLMesh raw + foundation models for both new datasets
- Add ice_aging_glob(), ice_stocks_by_port_glob() macros
- Add extract_ice_aging + extract_ice_historical pipeline entries
- Add 12 unit tests (format detection, XLS roundtrip, API mock, CSV output)

Seed files (data/landing/ice_aging/seed/ and ice_stocks_by_port/seed/)
must be created locally — data/ is gitignored.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-21 21:13:18 +01:00
Deeman
b167a0a9f4 Add scout MCP server for browser recon + msgspec workspace dep
- tools/scout/: browser automation MCP server using Pydoll (CDP, no WebDriver)
  - scout_visit, scout_elements (text-first), scout_click, scout_fill, scout_select
  - scout_scroll, scout_text, scout_screenshot (opt-in)
  - scout_har_start / scout_har_stop (asyncio task holds recording context open)
  - scout_analyze: HAR parsing with HarEntry/HarSummary msgspec structs
  - Standalone project (not workspace member — websockets conflict with prefect)
  - Runs via: uv run --directory tools/scout scout-server

- .mcp.json: registers scout as Claude Code MCP server (project scope)

- msgspec>=0.19 added to root project deps (workspace-wide struct/validation)

- coding_philosophy.md: document msgspec as approved dep, usage rules

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-21 15:44:02 +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
Deeman
0a83b2cb74 Add CFTC COT data integration with foundation data model layer
- New extraction package (cftc_cot): downloads yearly Disaggregated Futures ZIPs
  from CFTC, etag-based dedup, dynamic inner filename discovery, gzip normalization
- SQLMesh 3-layer architecture: raw (technical) → foundation (business model) → serving (mart)
- dim_commodity seed: conformed dimension mapping USDA ↔ CFTC codes — the commodity ontology
- fct_cot_positioning: typed, deduplicated weekly positioning facts for all commodities
- obt_cot_positioning: Coffee C mart with COT Index (26w/52w), WoW delta, OI ratios
- Analytics functions + REST API endpoints: /commodities/<code>/positioning[/latest]
- Dashboard widget: Managed Money net, COT Index card, dual-axis Chart.js chart
- 23 passing tests (10 unit + 2 SQLMesh model + existing regression suite)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-20 23:28:10 +01:00
Deeman
d6d2aa8efe Merge remote-tracking branch 'origin/master'
# Conflicts:
#	infra/readme.md
2026-02-18 21:09:24 +01:00
Deeman
c1d00dcdc4 Refactor to local-first architecture on Hetzner NVMe
Remove distributed R2/Iceberg/SSH pipeline architecture in favor of
local subprocess execution with NVMe storage. Landing data backed up
to R2 via rclone timer.

- Strip Iceberg catalog, httpfs, boto3, paramiko, prefect, pyarrow
- Pipelines run via subprocess.run() with bounded timeouts
- Extract writes to {LANDING_DIR}/psd/{year}/{month}/{etag}.csv.gzip
- SQLMesh reads LANDING_DIR variable, writes to DUCKDB_PATH
- Delete unused provider stubs (ovh, scaleway, oracle)
- Add rclone systemd timer for R2 backup every 6h
- Update supervisor to run pipelines with env vars

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-18 19:50:19 +01:00
Deeman
09ae88be19 cleanup and prefect service setup 2026-02-05 20:01:50 +01:00
Deeman
6d4377ccf9 cleanup and prefect service setup 2026-02-04 22:24:55 +01:00
Hendrik Dreesmann
b702e6565a Update SQLMesh for R2 data access & Convert psd data to gzip 2025-11-02 00:26:01 +01:00
Deeman
6c93021f2d remove stupid rules 2025-10-12 21:44:56 +02:00
Deeman
7e06eae5ac Add comprehensive ruff linting rules and migrate to uv build backend
- Configure ruff with strict linting rules (pycodestyle, pyflakes, isort, pylint, etc.)
- Exclude notebooks folder from linting
- Set line length to 88 characters and target Python 3.13
- Migrate build backend from hatchling to uv_build for better integration
- Add per-file ignores for __init__.py and scripts

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-10-12 21:41:39 +02:00
Deeman
5ce112f44d Add comprehensive E2E tests for materia CLI
- Add pytest and pytest-cov for testing
- Add niquests for modern HTTP/2 support (keep requests for hcloud compatibility)
- Create 13 E2E tests covering CLI, workers, pipelines, and secrets (71% coverage)
- Fix Pulumi ESC environment path (beanflows/prod) and secret key names
- Update GitLab CI to run CLI tests with coverage reporting

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-10-12 21:32:51 +02:00
Deeman
55bb84f0fa implement cli/infra update cicd 2025-10-12 21:00:41 +02:00
Deeman
77dd277ebf updates 2025-10-12 14:26:37 +02:00
Deeman
9baa0d185c testing sqlmesh 2025-07-27 00:18:03 +02:00
Deeman
bd65ddcac8 adding incremental load abilities 2025-07-26 21:10:02 +02:00
Deeman
b8ad73202c finish historical extraction 2025-07-13 23:20:50 +02:00
Deeman
c3c281fcd8 update structure 2025-07-08 22:41:59 +02:00
Deeman
5368c1e521 changes
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2025-06-11 11:49:20 +02:00
Deeman
265250864c add dlt script to extract data from fas.usda.gov 2025-04-30 22:35:31 +02:00
Simon Dmsn
bff78f1e72 Psd 2025-04-30 18:56:39 +02:00
2839757cf8 add cicd and precommit 2025-03-01 18:23:56 +01:00
2a4e7fe668 update 2025-03-01 18:15:34 +01:00
32b7df714e add yfinance and more readme 2025-03-01 18:13:38 +01:00
96a6abf1e0 Initial commit 2025-03-01 18:11:57 +01:00