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PLAN.md: mark Yahoo crumb + leadership cap + mobile polish deployed

5b4499fb by Isaac Bythewood · 1 month ago

modified PLAN.md
@@ -30,7 +30,23 @@ and resume cleanly from this file alone, keeping token use low.## Status_Last updated: 2026-05-23__Last updated: 2026-05-25_**Follow-up fixes deployed 2026-05-25 (commits `7f82a22`, `7e33c19`,`8d173f1`):** three independent post-Phase-31 fixes — (1) Yahoo's v10`quoteSummary` is crumb-gated; the provider now does the`fc.yahoo.com` primer + `/v1/test/getcrumb` dance with a cached crumband a 401/403-rotation retry, so `fund_metadata` / `earnings_calendar`/ `asset_profile` no longer 401 and trip the `yahoo` guard; cookies areenabled on the shared reqwest client. (2) Leadership backfill cut from30 to 10 ownership filings per sweep to spread the initial fill acrossmore cycles without burning the SEC endpoint's 600/hr budget. (3)Mobile polish: home Top-picks panel stacks 1-up under `$bp-sm` (the2-up grid clipped the score figure at 390px) and the row carries atruncated company-name slot on phone; `/industries` sector index tablereflows as a 5-column phone card grid (sector header, members ·industries caption, then today / 5d / 1m / 3m / 1y with eyebrowlabels), desktop table untouched.**Polish pass deployed 2026-05-23 (commit `cd4c3e7`):** stock healthmoved from its dedicated section to a circular % donut badge in the
@@ -2508,9 +2524,50 @@ finance/## Decisions log- **2026-05-25 — Yahoo v10 crumb auth + mobile polish + leadership cap.**  Three independent follow-ups after Phase 31. Deployed in commits  `7f82a22`, `7e33c19`, `8d173f1`.  - *Yahoo v10 crumb auth.* `v10/finance/quoteSummary` (the endpoint    powering Phase 28 `fund_metadata`, Phase 25 `earnings_calendar`,    and Phase 15 `asset_profile`) is crumb-gated. Without the dance,    every call returned 401 and tripped the `yahoo` `EndpointGuard` —    so on production the three jobs sat idle behind a perpetually-open    breaker. Fix: enable reqwest's `cookie_store`, add    `ensure_crumb()` to `YahooProvider` (primer GET to `fc.yahoo.com`    drops a session cookie; GET `query1/v1/test/getcrumb` returns the    plain-text crumb; both surface 429/503/401/403 as the typed    `RateLimited`), cache the crumb across the process lifetime, and    on a 401/403 from a later call drop the cached crumb and retry    once (Yahoo rotates crumbs). The three callers share a new    `quote_summary(ticker, modules)` helper that owns the dance.    Local verification stopped at code review + cargo check + bun    build clean (Yahoo rate-limits the WSL2 dev IP — the standard    pattern noted in PLAN); production picks up the working path on    the first scheduler cycle after deploy.  - *Leadership filings cap 30 → 10.* The Phase 14 first-sweep    backfill at 30 ownership filings per stock chewed through the    SEC endpoint's 600/hr budget during the markets-closed weekend    window. 10 still captures the recently-filing officers and board    on the first pass; the steady-state monthly refresh stays tiny    (only filings since `leadership_synced_at` are pulled). Smaller    chunks spread the initial fill across more sweeps without    changing the eventual roster.  - *Mobile polish.* (a) Home Top-picks panel was a 2-up grid at    every width and clipped the score figure at 390px; rebuilt as a    1-up grid below `$bp-sm` with a truncated `.pick__name` slot on    phone (helpful when each card has the full width), reinstating    the 2-up subgrid alignment from `$bp-sm` up where the name slot    yields back to the verdict badge. (b) `/industries` sector index    used an 8-column table that overflowed at phone widths; added a    `--sectors` modifier so only the index table reflows (detail-page    tables stay native), hid thead, laid each row out as a 5-column    card — sector header on row 1, "N members · N industries"    caption on row 2, today / 5d / 1m / 3m / 1y with eyebrow labels    on row 3. Desktop is untouched.- **2026-05-23 — Stock health moved to a header badge; `^VIX` moved off  the Indexes row.** Three small polish tweaks driven by user feedback  on the symbol and home pages. Not yet deployed.  on the symbol and home pages. Deployed in commit `cd4c3e7`.  - *Header health badge.* The Phase 17 "Stock health" panel was visually    heavy and lived deep below the chart. Replaced with a circular % donut    in the symbol-page header top-right; the three sub-readings