phase-10.5: screener enhancements

PHASES.md

@@ -1,5 +1,38 @@
 # PHASES.md
 
+---
+
+## 📍 Roadmap Status & Realignment — June 2026
+
+Cross-reference: **PRODUCT.md** (P0–P3 priorities) and **FREE-DATA-STACK.md** ($0 data architecture). CLAUDE.md "Status Update" has the full shipped list.
+
+### Done ahead of schedule (was "future", now shipped)
+
+| Originally planned as | What actually shipped | Status |
+|---|---|---|
+| Phase 12 (news webhooks, ~$200/mo) | **Free-tier news pipeline**: EDGAR + PR-wire pollers → filter/dedupe/classify → SQLite; in-server scheduler + cron runner; `/api/news/*` | ✅ Free version shipped. Paid webhook spine = drop-in upgrade (same queue) |
+| Phase 14 (real-time monitor + Discord) | **Daily change digest**: snapshot diff + catalyst join → Discord (forum-aware). EOD, not intraday | ✅ EOD version shipped. Real-time price feed still future |
+| Phase 10.9 (dip opportunity monitor) | **💎 Quality dips filter**: quality-gate PASS + 10%+ off 52W high, in the STOCK table | ✅ v1 shipped. Dedicated daily monitor + dip attribution still future |
+| Phase 10.5d tearsheet (partial) | **Ticker modal**: profile, 1D–5Y chart w/ crosshair, analyst target bar, news | ✅ Covers chart/profile/targets/news. Peer comparison + what-ifs pending |
+| 10.5e backtest (foundation) | **Signal snapshot ledger** + `/api/screen/history/:ticker` | ✅ Data accumulating; dashboard pending |
+| (unplanned) | Market Pulse band, sector drill-down panel, advice layer, turnaround watch, data sentinel, verdict tiers, regime hysteresis | ✅ |
+
+### Still at Phase-7 state (not touched this sprint)
+
+**Portfolio**, **Market Calls**, **Safe Buys** pages — work as before, none of the new
+intelligence (advice layer, snapshots, news) is wired into them yet.
+
+### Realigned order of future work
+
+1. **Finish Phase 10.5** — P/E+ROE+52W columns, P/E/ROE range filters, peer-comparison + what-if sections in the ticker modal (items listed in CLAUDE.md)
+2. **Phase 10.6 — Portfolio integration** ← biggest gap now: wire signals/advice/snapshots/news into the Portfolio page ("you own this, verdict changed, here's why")
+3. **Safe Buys upgrade (10.9 v2)** — rebuild the Safe Buys page on quality-dips + snapshot history + news attribution
+4. **10.8a — earnings dates in the ticker modal** (Finnhub free tier, per FREE-DATA-STACK §1.5)
+5. **10.5e — decision log + backtest dashboard** (once the ledger has ~3 months of data)
+6. **Phase 11 — auth** (already partially present: JWT login/watchlist exist) → then paid upgrades: **Phase 12** webhook spine, **Phase 13** prompt caching, **Phase 14** real-time monitor
+
+---
+
 Complete roadmap for market-screener evolution from Phase 9 through Phase 16+.
 
 ## Phase 9 — Subdomain Restructure: Server Layer Organization
@@ -389,6 +422,8 @@ Consider consistency across three locations, visual hierarchy differences, and m
 
 ## Phase 10.9 — Strong Buys: Professional Dip Opportunity Monitor
 
+> **June 2026:** v1 SHIPPED as the 💎 Quality dips filter (quality-gate PASS + 10%+ off 52W high). Remaining: dedicated daily monitor, dip-reason attribution, configurable universe/thresholds.
+
 **Goal:** Flag quality stocks when they drop 5%+ from 52W high, with market analysis of why.
 
 ### 10.9a — Data Structure
@@ -566,6 +601,8 @@ Create `lib/stores/auth.store.svelte.ts` for currentUser, JWT, login/logout.
 
 ## Phase 12 — Day Trading: News Webhooks
 
+> **June 2026:** Free-tier equivalent SHIPPED (`server/domains/news/` — EDGAR + PR-wire pollers, same queue design). This phase now = adding the paid Polygon/Finnhub real-time spine as another producer. See FREE-DATA-STACK.md.
+
 **Goal:** Ingest real-time market news via Polygon.io webhooks.
 
 **Timeline:** 2-3 weeks.
@@ -670,6 +707,8 @@ Route to cheaper models (Sonnet) when cost-sensitive. Fallback to OpenAI if rate
 
 ## Phase 14 — Day Trading: Safe Buys Monitor with Discord Alerts
 
+> **June 2026:** EOD version SHIPPED (`server/domains/digest/` — daily signal-flip digest with catalysts → Discord). This phase now = real-time price feed + intraday dip alerts.
+
 **Goal:** Monitor safe-buy stocks in real-time, detect 5%+ dips, notify via Discord.
 
 **Timeline:** 3-4 weeks.