Changelog

Mission Control performance and first-paint speed
- Deferred heavy panel payloads from initial load and hydrated via follow-up fragment requests.
- Added finer-grained perf labels/timers for base-context and optional update paths.
- Reduced repeated compute/render work with short-lived caching for candle/breadth context and setups feed rows.
- Trimmed crypto home and setups preference paths to avoid unnecessary query/processing overhead.

Mission Control layout, market scope, and panel reliability
- Unified layout market-scope handling and chooser behavior for core/crypto flows.
- Added explicit default-slot publishing/selection controls with overwrite confirmation safeguards.
- Fixed reload/state regressions for empty market selections, clone behavior, built-in layout scoping, and crypto defaults.
- Added layout-owned ticker tape behavior and improved tape/filter contracts.

Alerts, delivery, and messaging pipeline
- Consolidated setup alert fanout paths across markets with durable stream retries and observability metrics.
- Improved futures quote-triggered setup alert timing/refresh behavior and stale-alert guards.
- Expanded alert-group controls (collapse/expand state, summary behavior, inline toggles, and on-page HTMX saves).
- Refined notification formatting/contracts (timestamps, timeframe/context rows, compact table-style command outputs).

Market breadth and heatmap coverage
- Added Market Breadth Over Time paneling/preferences and stabilized client rendering/retry behavior.
- Added 5-minute breadth snapshot/runtime support and normalized bucket persistence across market views.
- Added futures-specific filtering controls and fixed crossover/session-label handling.

Portfolio and execution workflows
- Added portfolio tracking foundations (models/admin/services/views), chart/history surfaces, and standalone connection flow.
- Expanded portfolio import support (including CSV/all-broker transaction history paths) and tightened import constraints.
- Improved execution account refresh UX with persistent loading overlays and broker-account refresh/reconcile fixes.
- Added bulk strategy-account reassignment flow and related test coverage.

Recap/export output improvements
- Built recap export/data pipeline updates for two-scene output and stronger payload contracts.
- Added/updated recap sections for movers, sector performance, and best daily setups with empty-state handling.
- Switched movers ranking to close-to-close behavior for recap output consistency.

Operational and surface polish
- Added login-audit capture plus review-focused admin surfaces and metadata/device-fingerprint hardening.
- Added branded public 404 surface and related nginx redirect behavior for public-site routing.
- Added app version display in help dropdown and multiple shell/layout compactness refinements.

Code health and testability
- Completed broad helper extractions/refactors across runtime ingest, reconciliation, mission-control helpers, and form validation seams.
- Split large Mission Control and execution test files into focused slices for faster targeted validation.

Setups2 + Mission Control UX
- Added and refined the Setups2 guided onboarding flow (state tracking, replay behavior, copy polish, placement tuning).
- Migrated major Mission Control/alerts/ticker links to the Setups2 all-timeframe route and aligned modal/timeframe behavior around that path.
- Improved compact panel readability (detected/time columns, spacing, ordering, fixed-width cells, timestamp formatting) and hardened modal/filter refresh behavior.
- Expanded Mission Control surfaces with biggest movers, setups-feed ordering controls, and alert-panel refinements.

Metrics Alerts + Runtime Rules
- Introduced and expanded metrics-rule support across runtime and UI (initial-balance, opening-range, ATR, RVOL, VWAP/EMA-related behavior).
- Split live metrics feed from rules management, then compacted and polished the rules workspace interactions.
- Fixed label/direction duplication and stale timing/reporting issues in metrics alert rendering.
- Added session-aware handling and runtime expiry visibility for key metrics states in operator surfaces.

Realtime Pipeline + Worker Reliability
- Continued run_ws/runtime boundary refactors by extracting helper modules and reducing command-level state complexity.
- Moved alert fanout paths toward durable worker-backed flows and added replay/resume protections for live streams.
- Hardened startup/backfill seeding paths so aggregate and opening-range state initializes consistently.
- Improved realtime status reporting fidelity and reduced off-hours noise in operator diagnostics.

Execution + Broker Operations
- Expanded futures-broker account controls (rule configuration, breach handling, flatten/reconcile actions, sync metadata, and safer close/reconcile matching).
- Added/iterated execution guardrails (daily loss/unrealized thresholds, account-local enforcement, trip-history auditing).
- Improved execution stats UX and chart/data correctness, including strategy-level controls and refresh behavior.
- Added/updated broker runtime controls and multi-account execution foundations for additional broker rails.

Billing, Access, and Growth Flows
- Added/updated basic-tier and trial subscription experiences across upgrade/profile flows.
- Refined checkout and webhook identity/routing handling, including annual-plan and access-bundle adjustments.
- Added first-pass product analytics and attribution instrumentation across pricing, billing, and key conversion paths.
- Tightened paid-surface gating and profile/settings presentation consistency.

Setups Table and Scanner UX
- Added saved views for Setups Table, including duplicate-name overwrite handling and toolbar/mobile flows.
- Expanded Setups Table filtering and columns (ATH/ATL, Near ATH/ATL, directional setup sequences, gap/filter behavior, watchlist and P3 defaults, crypto/core column splits).
- Improved desktop and mobile layout behavior across filters, drawers, persistence, widths, and virtualization edge cases.
- Added/updated global shortcuts and help surfaces (AI Search, Alerts, Watchlists, Setups Table, Simultaneous Breaks, shortcuts modal).

AI Search and Query Mapping
- Retargeted overview AI Search flows to Setups Table with improved query handoff behavior.
- Fixed sequence/state parsing regressions so explicit setup-state intent maps correctly (including step-level in-force and candle-sequence handling).
- Preserved explicit base timeframe state during normalization and prevented fallback logic from dropping intended filters.
- Added staff AI debug support and strengthened prompt/terminology rules.

Runtime and Market Data Pipeline
- Performed major runtime refactors: extracted helpers for setup evaluation, candle adapters/merge, refresh/flush paths, worker loop orchestration, status snapshots, and callback clusters.
- Added parallel minute backfill queueing and supporting helper extraction.
- Restored equities strategy signal emission/evaluation wiring after refactor drift.
- Fixed realtime stale-warning behavior and cleared sticky websocket error state when streams recover.

Execution and Position Management
- Hardened open-positions live refresh, flatten behavior, and close/reconcile outcomes (including session-close force-flatten safeguards).
- Improved header open-positions count live updates and shortcut/access behavior.
- Added internal equities paper flow plus expanded broker routing/control surfaces.
- Fixed stale fragment/polling edge cases and tightened same-side add-on handling.

Partner/API/Billing and Access Surfaces
- Added partner Market API v1 surfaces (REST + websocket bridge) with API key storage hardening and realtime path optimizations.
- Aligned websocket auth/meters with REST behavior and enforced single active websocket per user.
- Split/clarified profile billing surfaces (AI tools vs API access), usage metering visibility, and checkout entry points.
- Added in-app API docs improvements, return-path fixes, and access cleanup actions.

Marketing, Site, and Operations
- Built out staff marketing workflows: campaign builder/editor, delivery controls, progress tracking, webhook logs, suppressions import/management, and live refresh surfaces.
- Added homepage subscription popup flow with cadence, first-visit gating, and delayed close behavior.
- Updated site content/layout components and media assets for docs and homepage feature areas.
- Hardened deploy/backup operations with maintenance-mode integration, safer helper paths, and better backup progress logging.

Execution and Broker Lifecycle
- Added broker-backed lifecycle controls, entry bracket routing, pending-order visibility, and delayed-fill reconciliation into local ledgers.
- Fixed multiple short/flatten/stop-target sync edge cases and strengthened duplicate-entry and cross-account safeguards.
- Added per-strategy/per-account micro-routing support with schema, metadata seeding, validation tightening, and account-level controls.
- Expanded execution risk controls (trailing stop, breakeven, frozen ATR stop behavior, high-impact-news guard) and related UX defaults.

Execution UI and Alerts
- Rolled out richer live open-positions/strategy activity behavior, including optimistic flatten actions and improved toast/chime behavior.
- Improved trade history layouts (desktop/mobile), stats charts, range filtering, and spacing/alignment consistency across execution views.
- Fixed SSE stability issues and added gating so global toast streaming does not run on unsupported request paths.

Setups Table Iteration
- Introduced the new Setups Table experience and iterated heavily on filters, advanced controls, toolbar actions, persistence, and column behavior.
- Added reset-table controls, visible-row copy/export actions, timeframe/state chip refinements, and D/W/M/Q/Y change columns.
- Fixed stale persisted filter/layout issues, loading/no-results regressions, virtualization behavior, and viewport-fit height handling.
- Added sidebar access and naming updates so Setups Table navigation is clearer.

Mission Control
- Added metadata-driven panel locking and preserved explicit built-in layout behavior.
- Added new matrix panels and chooser improvements, including thumbnail preview UX and cache-busting fixes.
- Added and refined the Ticker Matrix panel, including source persistence, empty states, modal-safe dropdown behavior, and refresh guards while editing.
- Improved chart rendering behavior so panels/charts scale correctly in taller/resized cards.

Billing, Access, and App Surfaces
- Added subscription gating and beta-tester access paths; polished upgrade-page spacing and duplicate-notice behavior.
- Opened selected scanner surfaces while keeping gated paths explicit.
- Added sitemap/homepage SEO metadata and additional profile/billing presentation polish.

Marketing and Audience Tooling
- Added a new marketing app baseline (models/admin) with audience import/merge hardening.
- Added email rendering and tracking scaffolding plus send-job and throttled batch-dispatch groundwork.
- Added implementation/design docs for campaign builder, editor workspace, list management, and tracking behavior.

Operations and Reliability
- Added production backup toolkit updates and deployment workflow updates.
- Improved recovery/fallback behavior in data-ingest and auth/token helper paths used by local/shared command flows.

Mission Control and Scanner UX
- Completed a large Mission Control frontend modularization pass (bootstrap/init registry hardening, header tape extraction, API action extraction, modal controller extraction, and home grid refactor), then fixed follow-on import/bootstrap issues.
- Stabilized mobile Mission Control behavior with layout bootstrap/canonicalization fixes, a temporary GridStack mobile fallback, and a later rollback of stacked fallback behavior after validation.
- Added new Mission Control product surfaces: Into-Trigger panel, Relative Strength panel, multiselect alert-group filters, and stronger settings-modal error handling.
- Improved Setups Feed and Simultaneous Breaks UX with filter-layout cleanup, slower radar fade, label preservation/alignment fixes, hide-continuation alignment, and detected-time display.

Ticker, Watchlist, and Modal Workflow
- Expanded shared ticker overview modal coverage across scanner surfaces, including a new News tab and broader chart-control improvements.
- Improved ticker overview resilience and presentation with short-series framing updates, fallback hardening, and crypto-only 12H scope handling.
- Polished ticker/watchlist navigation and action flows, including shared page-control extraction and non-Mission-Control button-height normalization.
- Automated approved equity ticker rollout with confirmation logging and related email/settings simplification.

Reliability and Operations
- Hardened realtime status/performance history handling against schema drift and fixed realtime status template static-path issues.
- Added an edge maintenance fallback worker and paused a maintenance worker path while tightening into-trigger filtering behavior.
- Improved infra/runtime defaults with connection-pool auth/image/port updates and futures ingest default adjustments.
- Fixed sectors page and modal interaction regressions, including restored bootstrap behavior and scrollbar behavior fixes.

Access, Profile, and Billing
- Added a free-access user flag.
- Added configurable profile home-page preference.
- Updated billing checkout flow and adjusted cancellation return routing back to pricing.

Frontend Module Migration
- Completed the browser-runtime migration from legacy shared scripts to native page/feature modules.
- Removed the live dependency on `project.js` and finished the shared Flowbite/base module cutover.
- Finalized the watchlists naming cleanup (`watchlists` replacing `watchlists2`) while keeping compatibility aliases.

Watchlists and Setups UX
- Promoted the ticker-first watchlists workspace to the primary watchlists route.
- Fixed multiple watchlist workflow issues: selector state carryover, count mismatches, ambiguous symbol chooser behavior, and fallback setup-state display.
- Improved gappers and live-chart UX with modal/chart fixes, clickable news cards, and expanded setup table indicators.

Mission Control
- Added playbooks with create/manage/apply flows and improved menu/action reliability.
- Expanded panels and controls, including additional crypto dashboard coverage and walkthrough filter additions.
- Refined setups feed behavior with DTM/in-force fixes, session clock updates, and panel rendering/visibility fixes.

Platform and Reliability
- Hardened long-running workers by improving database connection hygiene around repeated ORM loops.
- Fixed migration-graph conflicts and post-close data repair/reseed paths to prevent stale runtime state.
- Added PgBouncer-backed production pooling and follow-up image/port standardization updates.

Mission Control and UI
- Added device-default layout behavior and removed legacy auto/default selection behavior.
- Added panel locking support, improved panel header/actions behavior, and fixed initial grid flash.
- Landed broad mobile UX fixes for actions menu opacity/layering, modal clipping/scrolling, and column chooser interactions.
- Added/expanded panel features: Sim Breaks columns chooser, separate Sim Breaks voice mode, and third-party news/squawk panel integrations.
- Fixed chart/UI polish issues including VIX sparkline overflow, breadth tooltip clipping, and status/breadth hover stability.

Data Pipeline and Runtime Integrity
- Fixed stale higher-timeframe `prev` bucket handling in realtime runtime state and corrected daily breadth inside-bar inflation.
- Fixed websocket startup/full-refresh state-cache crash and corrected equities seed status reporting.
- Improved intraday setups freshness by tightening recompute timing around closed buckets.
- Hardened crypto relay/reseed behavior, symbol validation, runtime volume seeding, and added cleanup for out-of-universe symbols.
- Added market-scoped integrity checking and aligned reseed behavior with integrity expectations.

Performance and Observability
- Added and expanded setup pipeline performance instrumentation and status exports.
- Added DB-backed realtime status history and charting, then refined chart rendering/interaction.
- Added intraday flip-latency telemetry and improved recompute/orchestrator timing visibility.
- Reduced unnecessary setup refresh/rebuild work (bounded scans, incremental refresh, invalidation-driven updates, idle-skip paths).

Setups, Alerts, and Navigation Workflows
- Migrated app workflows from favorites to watchlists, including model/migration, CRUD/membership flows, and compatibility cleanup.
- Expanded Setups filters (including TFC options and variants), improved filter UI, and deduped singleton query params.
- Tightened simultaneous-break alert window behavior and related panel controls.

Content and Admin Controls
- Added admin-managed What's New carousel and kept What's New entry points visible even with no published items.
- Updated Market Overview notices during performance/server upgrade work.

Mission Control foundation and UX hardening:

- Launched Mission Control dashboard architecture with customizable layout
  persistence, clone flow, and integrated navigation/table preference upgrades.
- Added major panel coverage and controls, including simultaneous breaks, market
  schedule, grouped setups feed modes, alert voice toggle prototype, and
  standardized filter chip behavior.
- Improved panel usability with clearer active-state styling, tooltip/label
  cleanup, configurable panel filters, and tighter control alignment across views.

Realtime setup correctness and live update reliability:

- Reworked setups live status handling to use stable row keys, directional IF
  logic, live-price IF computation, and better handling of setup
  signature/trigger changes.
- Fixed multiple websocket/status sync edge cases (rollovers, burst flips,
  partial status mismatches, stale group refreshes) so rows self-heal without
  manual reload.
- Added market-aware grouping and live/paused status by market/timeframe, with
  stronger consistency between initial render and realtime updates.

Performance, polling, and runtime resilience:

- Improved first paint and observability with opt-in + nested performance timing
  and targeted Mission Control latency instrumentation.
- Reduced unnecessary load by session-gating polling/streams, websocket-aware
  fallback polling, hidden-tab backoff, and cache TTL tuning.
- Scoped websocket traffic by market and corrected group naming/refresh behavior
  to prevent cross-scope leakage and reconnect instability.

Data/runtime pipeline and market behavior fixes:

- Prevented realtime candle corruption from trade summary paths and seeded
  futures runtime current candles on startup.
- Fixed intraday setup expiry across maintenance gaps, daily open-session bar
  selection, sparse preaggregation fallback, and futures display-symbol
  normalization in UI/notifications.
- Expanded futures derivatives support and rollover handling (additional roots,
  alias matching, active-contract switching, and threshold messaging), plus
  restored a vendor websocket recompute import path.

Platform, notifications, and feedback workflow:

- Added push-credit ledger + checkout/delivery enforcement and improved
  simultaneous-break push threshold semantics.
- Added drag-and-drop image attachments for feedback flows.
- Reduced operational noise by suppressing noisy auth-error spam and tightening
  production defaults around error-email behavior and DB connection settings.

Crypto universe and runtime pipeline:

- Added crypto-universe scaffolding, market-scoped notification logic, and 12H setup support.
- Built relay producer/consumer flows with retry/backoff, resume cursors, and containerized roles.
- Implemented a full crypto overview surface (movers, majors tape, breadth, derivatives/KPI modules) and aligned it with core UI patterns.
- Improved runtime correctness (restart seeding for higher timeframes, CC/TFC parity, breadth normalization/spike guards, rolling 24h metrics).

Realtime performance and freshness:

- Reduced latency by splitting trade vs bar streams, prioritizing trade handling, adding dedicated trade-cache flow, and tightening live update loops.
- Added monotonic cache/write guards and dedupe protections for batch inserts.

Alerts and notifications:

- Implemented alert groups for symbol-based push routing, including create/edit/delete and UI polish.
- Added universe-scoped import from favorites and improved alert-group mobile layouts.
- Tightened realtime alert rules with directional-only CC delivery, continuation suppression, and improved market-scope filtering.
- Simplified simultaneous-break push payloads to a one-line symbol list and removed per-symbol trigger timestamps.

Futures ingest/runtime migration:

- Migrated futures ingest/backfill and runtime worker defaults to a new provider-backed path.
- Updated scheduled futures ingest flow and improved quote/minute runtime bridging for faster alert evaluation.
- Stabilized session-date and overnight math and improved worker status visibility in admin.

Core overview, gappers, and breadth reliability:

- Added and expanded partial-refresh behavior across key overview panels and gappers.
- Added market-hours polling gates where appropriate and improved timestamp precision/update behavior.
- Fixed cross-universe leakage in core panels and normalized inside-count calculations.

Earnings and setups UX:

- Added a core earnings calendar with periodic sync, improved filters, favorites support, and responsive/mobile fixes.
- Added realtime earnings caution badges in setups and iterated on badge placement/styling.
- Iterated on list/calendar behavior and reverted to list-only after testing.

Profile, navigation, and UI consistency:

- Added primary-universe controls and separated session universe toggles from saved defaults.
- Performed broad responsive nav/top-bar/sidebar refinements and matrix/header/table consistency cleanup.

Today’s unrotated work (February 27, 2026):

- Delivered staff-only customizable Mission Control behavior: draggable/resizable panels, add/remove/reset, auto-save on exit, named layouts, global defaults, finer grid controls, and all-corner resize support.
- Renamed the experimental surface to Mission Control in UI and template paths.
- Applied same-day UX polish across toolbar spacing, panel placement behavior, collapse tooltips, compact alerts/filter modal behavior, and header tape updates.

Overview & UX

- Added VIX/events/indices panels, AI Search modal, and overview pulse + VIX data pipeline.
- VIX refresh now runs every 5 minutes.
- Moved new panels to the top, commented out the heads-up banner, added overnight data fallbacks, and removed the Browse Tickers button.
 - Added sectors tooltip clarifying breadth percentage metric.
- Made Sectors and Top Gappers cards clickable with hover highlight.
- Froze overnight context at NYSE open using a snapshot and fallback data chain.
- Added a Market Overview performance warning banner and updated HEADS UP copy/heading.
- Improved Market Breadth row layout/spacing and updated overview notice.

Sectors & Predefined Groups

- Aligned sectors panel sort to use 2U green and 2D red split metrics.
- Added group column sorting with theme/sector alphabetical default order.
- Made theme/sector/ETF rows clickable with hover highlight and shared detail modal behavior.
- Seeded quantum/crypto theme symbols and added default ingest tickers.
- Updated Market Overview subtitle and added theme seed-symbol parity in overview group mapping.

Setups & Filters

- Defaulted slash quick search redirects to timeframe=all.
- Added keyboard shortcuts for FTFC, PMG, and in-force filters.
- Added PMG pre-C2 setup metric/filter; removed Tier/Expires from Setups table.
- Moved PMG column after CT and kept C2-C1-CC contiguous.

Intraday Pipeline & Performance

- Added pre-aggregated intraday_ohlcv pipeline and switched orchestrator shards to preagg-first compute.
- Optimized intraday setup processing with batched multi-timeframe compute and orchestrator/cache/index tuning.
- Processed shard timeframes in order with single-load reuse and per-timeframe timing logs.
- Moved orchestrator to a dedicated queue with stage timing logs.
- Fixed pre-aggregated bucket updates to stay current on every closed-minute update.
- Temporarily disabled setup scoring and hid score/regime-bias UI to reduce intraday CPU load.

Data & Scheduling

- Scheduled futures ingest at 5:10pm ET, remove yfinance library usage.
- Consolidated beat schedules and added a sequential intraday setup orchestrator.

Gappers

- Added kicker detection and badge to premarket gappers.

AI Query

- Fixed PMG parsing for “all daily pmgs”.

Source: repo git history (2026-02-08..2026-02-15) + NOTES.md

- Added Telegram push provider with webhook bot commands, /favorites and /status, setup instructions, and provider tabs; unified push snooze state across providers.

- Added a full feedback app (votes, threaded discussions, roadmap/changelog, soft-delete history) plus staff admin controls for status, duplicates, release-note attach/detach, audit, and restore.

- Launched admin-only Dominos chain explorer and iterated filtering rules (directional candle conflicts, daily-first bias, strict no-continuations, timeframe exclusions, directional room checks).

- Expanded Setups predefined ticker groups with many new theme lists, updated labels (e.g., “Metals / Miners”), and a sectioned dropdown ordering.

- Added a root 502.html maintenance page with auto-retry that preserves the original URL.

- Improved auth/login UX with Google social login wiring, Google-first login layout, skipped confirmation step, and mobile layout centering fixes.

- Expanded Pushover controls: snooze/pause UX, per-timeframe alerts, simultaneous-break settings, header snooze modal syncing, and profile layout refinements.

- Added and refined a premarket Gappers page with Redis caching/telemetry and multiple UI tweaks (header layout, columns, mobile layout, default drill-in timeframes).

- Market Overview economic events upgrades: Sunday week start, impact filters, desktop forecast/previous columns, and high‑impact notice placement.

- Futures realtime/intraday enhancements: websocket ingest, minute storage, 15/30/60/4H/12H pipelines, and session/CC handling fixes.

- Setups performance improvements: Redis setup-state indexes, CC/P3 prefiltering, and caching/HTML/render optimizations.