investment-sandbox/DEV_LOG.md

Chronological Development Log (DEV_LOG.md)

This document tracks all modifications, npm packages, active compilation states, and testing notes chronologically.

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[2026-06-12] - Phase 4.7 Deployment & Behavioral Rule Lock

Added

• QUANT_ROADMAP.md: Created the centralized quantitative architecture blueprint tracking our 6-level cockpit data matrix and individual asset scoring metrics.
• AGENTS.md: Rewrote the central behavioral framework containing nextjs agent rules, tech stack constraints, blind environment rules, and /devchain session protocols.
• DEV_LOG.md: Initialized this log to keep track of development history.
• ARCHITECT_HANDOVER.md: Initialized the architect handover documentation.
• AI Special Silo Backend Route: Deployed /api/tech/ai/route.ts with a 60-minute cache and calculations for the Monetization Gap, Nvidia SC Velocity Index, and Tech Infrastructure Leverage.
• AI Special Silo UI Workstation: Deployed AiSpecialSilo.tsx featuring a glassmorphic analytics viewer, dynamic Recharts sparklines, and status indicators.
• AI Special Silo English Handbook: Deployed TechMathModal.tsx displaying extensive documentation and BlockMath LaTeX equations.

Modified

• app/page.tsx: Integrated the [⚡ AI Special Silo] tab inside the main workstation navigation headers.

Dependencies Verified

• next (v16.2.7)
• react (v19.2.4)
• recharts (v3.8.1)
• react-katex (v3.1.0)
• katex (v0.17.0)
• lucide-react (v1.17.0)
• zustand (v5.0.14)

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[2026-06-12] - Phase 2.0 Overreaction Scanner Overhaul (#ISSUE-008)

Added

• Anomalies-Scanner API Overhaul: Implemented strict force-dynamic settings on /api/scanner/route.ts, expanded the calculation pool to 120+ assets, and integrated the FMP Small-Cap stock-screener vector with a fallback list of 30 volatile small-caps.
• Interactive Diagnostic Drawers: Added expandable sub-rows inside ScannerDemo.tsx featuring drop catalyst dropdown selectors (Earnings Miss, Systemic Selloff, Executive Shift, Regulatory Issue, Supply Chain) and real-time GJR-GARCH rebound gauge columns.
• Rebound Probability Math: Incorporated real-time rebound probability calculations utilizing GJR-GARCH outlier scores and catalyst stress damping coefficients.

Modified

• QUANT_ROADMAP.md: Updated Section 1 and added Section 4.IV documenting the Rebound Probability Score model equations in BlockMath LaTeX.

Active Bugs / Compile Status

• Active Bugs: None.
• Type Checker Status: Verified clean compilation (npx tsc --noEmit returns exit code 0).

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[2026-06-12] - Offline-First Architectural Shield (DEV_MODE) (#ISSUE-009)

Added

• API Outbound Interception Layer: Configured /api/scanner/route.ts and /api/tech/ai/route.ts to intercept fetches if process.env.DEV_MODE === 'true', completely bypassing outbound network calls and short-circuiting to high-fidelity mock/fallback data with isShieldActive: true.
• Visual Status Badges: Mounted highly polished, glassmorphic "API Layer Status" badges inside ScannerDemo.tsx and AiSpecialSilo.tsx upper control bars, displaying "🟡 DEV-ARCHIV AKTIV (0 CALLS)" if the shield is active, and "🟢 LIVE-API ENDPUNKT (FMP CORPO)" if inactive.
• Environment Perimeter Lock: Appended DEV_MODE=true inside .env to lock the local sandbox securely into a zero-cost offline state.

Active Bugs / Compile Status

• Active Bugs: None.
• Type Checker Status: Verified clean compilation (npx tsc --noEmit returns exit code 0).

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[2026-06-12] - Phase 3.0 Whale Satellite-Screener (#ISSUE-010)

Added

• Whale Screener API Endpoint: Created /api/whale/screener/route.ts which ingests SEC 13F filings for target CIKs: Scion (Michael Burry), Akre Capital, and Mairs & Power. Calculates relative portfolio weights and Velocity of Conviction (VoC) weight deltas between the last two quarters. Supports DEV_MODE offline short-circuit.
• Whale Screener UI Tab: Deployed WhaleScreener.tsx featuring a premium glassmorphic dark terminal with Whale Profile Cards on the left and a consolidated buy/sell ledger sorted strictly by highest positive VoC delta on the right.
• Whale Handbook Modal: Deployed WhaleMathModal.tsx displaying full-screen explanations of the 45-day reporting lag and VoC equations in block LaTeX.

Modified

• app/page.tsx: Integrated the [🐋 Whale Screener] tab in the headers and switcher block.
• QUANT_ROADMAP.md: Updated Section 1 and Section 3 to document the Whale Screener milestone.

Active Bugs / Compile Status

• Active Bugs: None.
• Type Checker Status: Verified clean compilation (npx tsc --noEmit returns exit code 0).

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[2026-06-12] - Smart-Money Refactoring, Visual Consolidation & Security Shield (#ISSUE-011)

Added

• Insider API Outbound Interception Layer: Configured /api/insider/route.ts to intercept requests when process.env.DEV_MODE === 'true', short-circuiting live FMP calls and returning high-fidelity mock streams with isShieldActive: true.
• Insider UI Workstation badge: Upgraded InsiderDemo.tsx to read the shield state and render the glowing amber status badge 🟡 DEV-ARCHIV AKTIV (0 CALLS) when active.

Modified

• app/page.tsx: Consolidated the separate Insider and Whale Screener tabs under a single Smart Money tab (activeTab 'smart-money'). Implemented an interactive sub-tab selector toggle in the layout switcher. Removed bracket labels from the ⚡ AI Special Silo navigation button.
• QUANT_ROADMAP.md: Updated Section 1 and Section 3 to document the Smart Money visual consolidation.

Active Bugs / Compile Status

• Active Bugs: None.
• Type Checker Status: Verified clean compilation (npx tsc --noEmit returns exit code 0).

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[2026-06-13] - Sloan Ratio Accrual Radar (Phase 4.9 / Ebene 4) (#ISSUE-012)

Added

• Sloan Accrual Radar Solver: Implemented the Richard Sloan Accrual formula Accruals = NetIncome - (CFO + CFI) and SloanRatio = Accruals / TotalAssets * 100 on the server-side.
• Enhanced Mock & API Interception: Updated MOCK_TECH_AI_DATA and the free Yahoo Finance /api/finance & /api/scanner endpoints to parse quarterly net income, CFO, CFI, and Total Assets, and return Sloan metrics. Supported DEV_MODE offline bypass returning simulated Sloan ratios with isShieldActive: true.
• Sloan UI Integration (Module 6): Mounted the "Sloan Earnings Quality" metric card at the top of AiSpecialSilo.tsx and added a dedicated detailed ledger panel for all active tickers.
• Sloan UI Integration (Module 2): Updated the Search Mask in ScannerDemo.tsx to output the current Sloan Ratio and a green/rose indicator badge alongside the GJR-GARCH forecast.
• Math Handbook details: Expanded TechMathModal.tsx to explain the Sloan Accounting Anomaly with block LaTeX equations.

Modified

• QUANT_ROADMAP.md: Updated Section 4.I detailing the Sloan Ratio mathematical formulations and regime classifications.

Active Bugs / Compile Status

• Active Bugs: None.
• Type Checker Status: Verified clean compilation (npx tsc --noEmit returns exit code 0).

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[2026-06-13] - Crypto Bayes Mathematical Refactoring (#ISSUE-013)

Added

• Mathematical Specifications & Integration Proof: Expanded CryptoMathModal.tsx with a detailed Section D on the 4-feature client-side Random Forest, Section E on the conjugate Beta-Binomial update, and Section F with the formal calculus integration proof and expanded operational formula.
• UI Status Badge: Mounted a static glowing amber status badge 🟡 SYSTEM-AUTARK (OFFLINE-CORE) in the header of CryptoDemo.tsx to confirm the module runs 100% locally with zero external API calls.

Modified

• KaTeX Escaping Repairs: Fixed string escaping anomalies by double-escaping LaTeX backslashes across CryptoMathModal.tsx to eliminate runtime KaTeX rendering corruption.
• QUANT_ROADMAP.md: Synchronized quantitative system specifications under Section 4.V.

Active Bugs / Compile Status

• Active Bugs: None.
• Type Checker Status: Verified clean compilation (npx tsc --noEmit returns exit code 0).

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[2026-06-13] - System-Wide Handbook Sweep, English Consolidation & Crypto State Persistence (#ISSUE-014)

Added

• Sandbox Math Handbook: Created components/modules/sandbox/SandboxMathModal.tsx detailing the Kelly Criterion, Half-Kelly safety buffers, percentage weightings ((w_i)), and synthetic portfolio returns ((R_{pt})) in double-escaped BlockMath LaTeX.
• Crypto Online Learning Loop: Integrated a client-side background evaluation routine inside components/modules/crypto/CryptoDemo.tsx that resolves active forecasts against price histories from /api/finance?region=crypto and updates the Bayesian online calibration parameters.

Modified

• KaTeX Escaping & Close Handler Audit: Standardized all 8 math handbook modals with Escape key listeners and glassmorphic floating top-right "X" buttons. Repaired all escaping sequences for KaTeX rendering strings across all components.
• 100% Institutional English Translation: Swapped all remaining German UI texts, buttons (e.g. 📖 Modulerklärung renamed to 📖 Quantitative Handbook), table cells, and warnings to professional English across all tabs (Smart Money, Events/Econometrics, Macro, Tech Silo, Sandbox, Scanner).
• Next.js SSR Hydration Safeguard: Wrapped localStorage operations for alphaSuccess, betaFailure, and active forecasts inside a React useEffect hook in CryptoDemo.tsx to prevent hydration mismatches.
• QUANT_ROADMAP.md: Updated Section 1 and Section 4.VI detailing the Sandbox Portfolio and Kelly sizing formulations.

Active Bugs / Compile Status

• Active Bugs: None.
• Type Checker Status: Verified clean compilation (npx tsc --noEmit returns exit code 0).