Period: 2025-12-15 through 2026-03-21 (1,082 commits)

HEAD: `6989199b`

This phase transformed the platform from a verified-feature milestone into a deeply tested, hardened, and feature-rich product. The dominant themes are (1) an unprecedented test coverage expansion, (2) insider intelligence services, (3) pure-function extraction for testability, and (4) new user-facing portfolio features.

Portfolio Intelligence

What-if scenario tool with full test coverage (`0a4f41f1`)

Shareable quarterly report links (`bb70f906`)

Import wizard with column mapping and preview UI (`4c188bb8`)

Notification preferences and alert noise controls (`f6afc0c4`)

Support escalation page with search recents (`9921c3b7`)

iOS Native App

Push notification support, portfolio view, and app lifecycle management (`f41241ac`)

Auth, Help, and API

Strengthen auth request handling, expand help system, add devices API (`a1fc1a47`)

Deep-link to crowding heatmap from ticker research (`65ea8aa8`)

Contextual help links for gated/empty states (`52b301a1`)

Insider Intelligence (major)

Person credibility scoring for insider signal analysis (`19ffdc5e`)

Trading pattern deviation detection (`5feea7b5`)

FootnoteAnalysisService for multi-footnote insider filing analysis (`5db0f18d`)

ExecutiveSummarySynthesisService for AI-powered dossier summaries (`12f45203`)

ClusterActivityDetectionService for coordinated insider trading detection (`94cf0459`)

TransactionAnalysisService for option economics analysis (`e63c6752`)

TimingUnusualnessService for baseline deviation scoring (`6838c66c`)

PatternDeviationScoringService (`e0c22371`)

RiskAssessmentService with red flag analysis (`e939c2a9`)

MarketContextService for event proximity scoring (`ee3c87ce`)

LLM-enhanced 10b5-1 trading plan detection (`757dd3a0`)

BootstrapBaselineService for statistical pattern baselines (`0efeb17e`)

Extend signal score range from 0-100 to -100/+100 (`48175d7f`)

Late filing integration into scoring pipeline (`b990aea8`)

Trading plan enrichment background job (`3b9b827b`)

Insider alerts evaluation job + API endpoint with stats rollup (`c2a0500c`, `f58b38e8`)

Alert noise suppression, idempotency, and cooldown keys (`167222f0`, `69c01f12`)

Insider Activity Dashboard and per-stock panel (`016a07a2`)

Portfolio insider tracker widget (`7de5bc52`)

Holdings Intelligence (13F Analytics)

13F filing deadline calculator (`8b7fe901`)

13F-NT compliance tracking with ticker-level risk mapping (`d8f8d2d2`, `e0740a20`)

Holdings data sufficiency API and gating infrastructure (`eaed15f1`, `6f09cf9a`)

DP (Disproportionate Popularity) metrics with segment-level log-odds signals (`ad9330eb`, `710bfe16`)

Category analytics with rotation signals and HHI (`6317026c`)

Smart money entry/exit alert system (`5009539f`)

Holdings metrics API endpoint (`455a1e61`)

13F-NT compliance signals integrated into health score (`80ce7c4d`)

SEC Filing & Sentiment

Filing highlights system: DB table, API, React hooks, and in-filing annotation UI (`57052c9d`...`c779fbf6`)

SEC filing fetch service with proxy support (`2620b0e2`)

Table processor for enhanced financial table display in filings (`f9d28e78`)

Real-time sentiment alerting service (`e70c4ad1`)

Deception and divergence analytics in storycards (`a2e5ac66`)

Dashboard & UX

Crowding heatmap card on dashboard (`d45693958`)

Alerts inbox page with search and deep links (`e74e049b`)

SignalCard component for standardized signal presentation (`a6b25626`)

Connection-aware empty states for portfolio widgets (`3ec02f83`)

ETF X-Ray error/empty states (`c18e7afc`)

DataStatus trust layer for UI coverage/freshness cues (`d0b8dfab`)

Settings: account, connections, and notifications subpages (`ae5acd78`)

Plan badge in header (`67e66993`)

Context-aware upgrade CTAs with return-to-origin (`0f8439c5`)

Stock page tab deep-linking (`a11668dd`)

Attention queue toolbar with responsive table (`7a36f709`)

Trust/freshness cues on report surfaces (`1cb16ac3`)

Onboarding: real connection status polling, state machine mapping (`bb27e4a2`, `dbb2b049`)

Observability & Infrastructure

Timeliness/data-quality metrics (`9eecb04f`)

Timeliness/data-quality backfill job (`d6bdeeca`)

Investment signals generator service (`6fac5bc3`)

Test Coverage Expansion (massive)

This period added thousands of tests across every subsystem. Highlights by category:

Barra Factor Model Tests

80 tests for MOMENTUM and SENTIMENT factors (`dae2a280`)

162 tests for LIQUIDITY, RESVOL, GROWTH, SIZE, and MARKETBETA (`389ffbd9`)

51 tests for EARNYILD and DIVYILD (`3528ae94`)

80 tests for BTOP, leverage, and API Ninjas quarters (`2208cc4d`)

143 tests for benchmark, specific-risk, standardization, and font services (`643742ab`)

69 tests for tier gating and rank WASM TS fallbacks (`d17e386a`)

123 tests for momentum, factorDrift, standardize, percentile, prefilter (`23e77fb9`)

Service and Library Tests

223 tests for table-processor, WASM loader, and insider utils (`3ba69269`)

104 tests for format helpers, form validation, and red-flag detector (`5f4ca086`)

93 tests for import parsing, 13F helpers, and demo analytics (`645d8699`)

74 tests for holdings flow signals, transcript storage, and QP solver (`63d3bfb3`)

66 tests for transcript parser, superinvestors, and perf fixtures (`a404946e`)

62 tests for filing diff engine and daily digest email (`e2a7fdf3`)

58 new unit test suites across analytics, services, and infrastructure (`221a3efe`)

46 tests for rank TS fallbacks and factor-engine linear algebra (`a02f0cd7`)

25 tests for SEC filing theme system (`e7983876`)

17 tests for sentiment enrichment-cache pure functions (`f88f4a2d`)

Unit tests for 12 services: support, jobs, feature-flags, plaid, portfolio, user, announcements, storycard-cache, ticker-teaser, etf-holdings, alternatives, metrics, watchlist (`2cfc53b2`)

Unit tests for 10 lib modules: utils, tiers, freshness, roast, query-keys, hedge-basket, metric-glossary, events (`6d3ce961`)

Unit tests for factor-hedge optimizer, EWMA engine, winsorize, weighted regression, fetcher utilities, XBRL patterns, filing completeness, and more

Integration and E2E Tests

Tax-lots and watchlist services migrated to gated integration tests (`808b467a`)

Beta integration suite with test DB safety guard (`c0f5866e`)

Visual regression baselines (`56ca6148`)

E2E coverage for insider activity, API specs, and dashboard (`bc366945`)

Connection management E2E tests (`fcca2f99`)

Test Infrastructure

MSW infrastructure retired in favor of direct mocking (`ff69f155`)

Pure helper extraction from compensation-enrichment, wealth-estimation, holdings-data-sufficiency, and lp-narrative (`07936d85`, `169bbbc8`)

Holder-IQ WASM package rebuild and service improvements (`336c4321`)

Bug Fixes

Fix missing `TransactionWealthImpact` type import (`c9893f18`)

Normalize Supabase pooler to txn mode (`09b20f78`)

Word-boundary regex in `isExecutive` to prevent substring false positives (`4906101f`)

Holder-IQ WASM init made type-safe (`5cc51a4b`)

Factor-hedge signal ranking scoring hardened (`10fa8cc9`)

Deployment monitor false positives, insider tx code reclassification (`a36b87fc`)

GA4 init script hardened (`34707bd4`)

Misleading test comment about short interest clipping (`57a05057`)

Neutral insider signals now have zero score instead of reduced positive (`81e95fc9`)

SEC filing HTML sanitizer fail-closed (`7e1612c4`)

DP metrics: use average smart money log-odds, not sum (`3c50489a`)

Holdings crowding: remove position limit for accurate whale share calculation (`fd495bc3`)

Chores and Maintenance

License updated to MIT with OpenAI/Anthropic Rider (`71814812`)

GitHub social preview image added (`79e21f1f`)

AGENTS.md comprehensive rewrite with multi-agent coordination guidance (`8cbb223b`)

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