fix(assets): guard symbol-change merges against recycled tickers

gertjan commented

2026-07-15 20:07:38 +00:00

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The FMP symbol-change feed can miss the reverse entry when a ticker is
later reassigned: SPCX was renamed to SPCK in April, then SPCX was given
to a different company (Space Exploration Technologies) in June with no
feed entry. Applying the April change would deactivate the new listing
and re-key its bars into the ETF.

refresh_symbol_changes: skip any change whose old symbol still has
daily bars more than 14 days past the change date — the old ticker is
still alive (recycled, or FMP feed inconsistency). Flagged as
needs_review in the returned actions instead of applied. Fresh changes
are mathematically unaffected, so the daily task behaves the same.
New exclude parameter / --exclude CLI option to skip named symbols.
CLI reports applied vs needs-review separately.

Verified read-only against production: a 260-day dry run now plans 185
clean actions and flags 59 for review (SPCX->SPCK among them).

Co-Authored-By: Claude Fable 5 noreply@anthropic.com

The FMP symbol-change feed can miss the reverse entry when a ticker is later reassigned: SPCX was renamed to SPCK in April, then SPCX was given to a different company (Space Exploration Technologies) in June with no feed entry. Applying the April change would deactivate the new listing and re-key its bars into the ETF. - refresh_symbol_changes: skip any change whose old symbol still has daily bars more than 14 days past the change date — the old ticker is still alive (recycled, or FMP feed inconsistency). Flagged as needs_review in the returned actions instead of applied. Fresh changes are mathematically unaffected, so the daily task behaves the same. - New exclude parameter / --exclude CLI option to skip named symbols. - CLI reports applied vs needs-review separately. Verified read-only against production: a 260-day dry run now plans 185 clean actions and flags 59 for review (SPCX->SPCK among them). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

gertjan added 1 commit

2026-07-15 20:07:38 +00:00

fix(assets): guard symbol-change merges against recycled tickers

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5e98ceba1a

The FMP symbol-change feed can miss the reverse entry when a ticker is
later reassigned: SPCX was renamed to SPCK in April, then SPCX was given
to a different company (Space Exploration Technologies) in June with no
feed entry. Applying the April change would deactivate the new listing
and re-key its bars into the ETF.

- refresh_symbol_changes: skip any change whose old symbol still has
  daily bars more than 14 days past the change date — the old ticker is
  still alive (recycled, or FMP feed inconsistency). Flagged as
  needs_review in the returned actions instead of applied. Fresh changes
  are mathematically unaffected, so the daily task behaves the same.
- New exclude parameter / --exclude CLI option to skip named symbols.
- CLI reports applied vs needs-review separately.

Verified read-only against production: a 260-day dry run now plans 185
clean actions and flags 59 for review (SPCX->SPCK among them).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

gertjan merged commit b2b35796c3 into main

2026-07-15 20:14:28 +00:00

gertjan deleted branch fix/rename-recycled-ticker-guard

2026-07-15 20:14:28 +00:00

gertjan referenced this pull request from a commit

2026-07-15 20:14:29 +00:00

fix(assets): guard symbol-change merges against recycled tickers (#89)

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fix(assets): guard symbol-change merges against recycled tickers #89