Commit Graph
21 Commits
Author SHA1 Message Date
shawnkim1997andClaude Opus 4.6 51cbaf7f8d feat: major codebase audit — 21 routers, 37 services, 12 pages fully documented
- Add missing numpy, scipy, dbnomics to requirements.txt (fixes ImportError on fresh install)
- Sync claude.md with actual codebase: §3 file structure (37 services, 21 routers),
  §5 API endpoints (92 routes), §6 frontend pages (12), §13 TODO status
- Update README.md with current architecture (92 API routes, 21 routers, 37 services),
  multi-asset overview, research grid, macro dashboard, screener+backtest,
  multi-jurisdiction filings, and 2026-03-26 changelog entry
- Add new routers: dart, edinet, fmp, macro, research
- Add new services: cache, dart_fetcher, dart_filing_service, economic_calendar,
  ecos_fetcher, edinet_filing_service, fmp_client, global_macro_quadrant,
  kpi_history_service, macro_cycle, macro_fetcher, oecd_cycle,
  peer_comparison_service, research_dashboard, smart_money_service, yield_fx_service
- Add new frontend: macro page, screener+backtest, research grid components,
  overview (Equity/ETF/Commodity), filings (SEC/DART/EDINET), error boundaries
- Remove 6 unused services: copilot_context, crypto_fetcher, fx_fetcher,
  gemini_analysis, market_data, technical_analysis
- Remove obsolete docs: .agent/, AGENT.md, ATLAS_EVALUATION.md, docs/

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-26 21:39:07 +00:00
shawnkim1997andClaude Opus 4.6 e225c05cc8 docs: restore Update History changelog table in README
Adds full development timeline (2025-01 through 2026-03-21)
showing incremental feature additions — useful for admissions review.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-21 02:17:07 +00:00
shawnkim1997andClaude Opus 4.6 7596c758b5 docs: comprehensive README rewrite for Atlas Terminal v4
Full documentation covering all 10 pages, 5 valuation models,
architecture diagram, API endpoints, tech stack, Terminal Noir
design system, and project evolution from Streamlit to Next.js.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-21 02:14:52 +00:00
shawnkim1997andClaude Sonnet 4.6 56a9561f71 docs: add Mermaid architecture diagram to README
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-19 22:26:47 +00:00
shawnkim1997andClaude Sonnet 4.6 d337c63976 refactor: modular architecture v3.0 + SEC filing viewer fix + README
Architecture (3,909-line monolith → 28 focused modules, all < 300 lines):
- config/: constants.py (company lists, row maps, Damodaran baselines), theme.py (CSS/HTML)
- utils/: prefs, formatting, ticker, dcf, charts, ui_helpers
- data/: sec_parser, sec_fetcher, sec_downloader, financials, fundamentals,
         valuation, ratios, scores, scores_ai, market
- ai/: gemini_core, gemini_sec, gemini_insights
- views/: sidebar, tab1_quant, tab1_ai, tab1_filings, tab2_dcf,
          tab3_comps, tab4_news, tab5_markets, tab6_crypto, tab7_technical
- app.py: thin orchestrator (~118 lines)
- Strict unidirectional dependency graph (no circular imports)
- All @st.cache_data TTLs and st.session_state keys preserved identically

SEC filing viewer fix:
- Rebuilt EDGAR fetch chain: company_tickers.json → CIK → submissions API
  → filings.recent.primaryDocument[] (replaces deprecated directory.item)
- Filing type selectbox (10-K, 10-Q, 8-K, 20-F, 6-K) connected to backend
- Native HTML rendered via streamlit.components.v1.html() with CSS reset
- Errors surfaced explicitly with st.error()
- DART direct links restored for Korean-listed companies

.gitignore: data/ → data/*.json + data/*.html (preserve Python modules)
README: full rewrite for master's portfolio — 7-tab layout, architecture
diagram, modular structure tree, technical challenges, design rationale

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-19 22:11:07 +00:00
shawnkim1997 7ce5661569 README: add 2026-02-18 and 2026-02-17 changelog; Requirements plotly/yfinance 2026-03-19 22:10:39 +00:00
Shawn1997andGitHub bb6c0479f9 Update README.md 2026-02-17 11:47:02 +00:00
shawnkim1997 e4332e9b53 README: restore English, full changelog; add 2025-02-15 multi-currency & FX 2026-02-15 01:08:36 +00:00
shawnkim1997andCursor 78a40cc285 docs: README 최근 업데이트 - Portfolio 통화/소수수량/FX, 앱 전반 다중통화, Valuation·Earnings
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-15 01:04:56 +00:00
shawnkim1997andCursor 102e6fd9c0 README: global search, Item 8 quant, yahooquery; update run instructions
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-14 12:23:31 +00:00
shawnkim1997 bf8b43e7c9 README: Design Rationale, detailed changelog, institutional DCF notes 2026-02-13 23:35:08 +00:00
shawnkim1997andCursor 7c678aba18 Dynamic sector-specific analysis, data robustness, changelog with timestamps
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-13 22:53:27 +00:00
shawnkim1997 ca42f3b83d docs: Update README — 3-tab system (10-K Insights, DCF, Comps) + Project Origin & Vision (English) 2026-02-13 22:13:43 +00:00
shawnkim1997andCursor fd852c7075 docs: Translate Update history (Changelog) to English
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-13 17:47:42 +00:00
shawnkim1997andCursor 34c0e76ccc docs: Add Update history (Changelog) with dates to README; add find_toc.py to Project Structure
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-13 17:46:00 +00:00
shawnkim1997andCursor 8819d5bcfa Hybrid architecture: Item 7 only to Gemini, yfinance for metrics; HTML cleansing; README and find_toc script
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-13 17:43:26 +00:00
Seonpil d9fdb2f895 docs: update README with features, run time, S&P 500 list, and recent updates 2026-02-13 12:35:27 +00:00
Seonpil a083e90b56 docs: add Technical Challenge and TECHNICAL_NOTES for reference 2026-02-13 11:51:56 +00:00
shawnkim1997andGitHub ce72040efc Update README.md 2026-02-12 14:59:17 +00:00
Seonpil 06b9bfc0bc docs: translate README to English 2026-02-12 14:58:57 +00:00
SeonpilandCursor 69a6a255f7 Initial commit: 10-K Financial Summarizer with Gemini AI
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-12 14:48:19 +00:00