docs: prune stale planning docs and lean out agent guide

- Remove FEATURE_SPEC.md, TODO.md, and docs/AGENT_INTEGRATION.md; their
  core gaps have shipped. Open work moves to a short ROADMAP.md.
- Remove the CLAUDE.md symlink and rewrite AGENTS.md as a quick guide:
  navigation, rules, and the nix flake check gate.
- Merge OWNERSHIP_SELF_HOSTED.md into OWNERSHIP_PUBLISH.md and drop
  private host integration notes.
- ARCHITECTURE: add MSN endpoints, clarify Bing ingest is unsupported.
- OWNERSHIP_SYNC: note source.pdf_url also carries XLSX URLs.
- systemd example: --history 2 so snapshots stay under the 10 MiB
  client cap.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
hermes 2026-10-14 07:39:21 +00:00
commit 1631058b8c
15 changed files with 206 additions and 1033 deletions

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@ -105,8 +105,6 @@ responses honor the requested batch size so the complete-fetch path is exercised
Mocks do not verify current upstream availability, authentication, or response
drift. Live provider checks remain a separate, opt-in operation.
## Modes
- `live` runs the default real-network baseline: `general`, `live-table`, and `ownership`
@ -128,12 +126,10 @@ drift. Live provider checks remain a separate, opt-in operation.
## Notes
- The runner forces `IDX_OUTPUT=table` as its default environment so table cases stay stable; JSON checks use `-o json` explicitly.
- Cache-group warm cases clear the smoke cache before they run so each warm/offline/stale sequence starts clean and stale-cache assertions are not masked by earlier groups.
- Use `--bin <path> --no-build` when you want to validate an installed binary instead of the workspace `target/debug/idx` build.
- Use `scripts/audit-msn-fundamentals.sh` for a full CLI valuation sweep across the IDX MSN symbol map. It is intentionally separate from the reusable smoke runner because it is a heavier provider-health audit, not a stable baseline check.
- Ownership commands that need imported data are intentionally not part of the baseline runner yet. The current baseline only covers `ownership releases` and the known unsupported `ownership import --fetch-bing`.
- `ownership sync` is still primarily covered by fixture-backed CLI tests rather than the reusable smoke runner.
- The new `ownership-import` group is intentionally opt-in for explicit `--group ownership-import` runs or `--mode full`; it discovers live URLs first, imports the supported `above1` attachment into the temp DB, then asserts the current `above5` and `investor-type` URLs fail with explicit unsupported-schema UX.
- The new `live-nonfinite` group is intentionally opt-in only. As of `2026-04-13`, the known real repro tickers are `BUMI`, `ADRO`, and `AIMS`.
- When a case fails, inspect its `.stdout`, `.stderr`, and (for JSON cases) `.validation` files in `tmp/live-smoke/.../logs/` before updating `TODO.md` or `FEATURE_SPEC.md`.
- The runner forces `IDX_OUTPUT=table` so table cases stay stable; JSON checks pass `-o json` explicitly.
- Cache-group warm cases clear the smoke cache first so warm/offline/stale sequences start clean.
- Use `--bin <path> --no-build` to validate an installed binary instead of `target/debug/idx`.
- `ownership-import` and `live-nonfinite` are opt-in (explicit `--group` or `--mode full`). Known non-finite repro tickers as of `2026-04-13`: `BUMI`, `ADRO`, `AIMS`.
- The baseline `ownership` group needs no imported data; `ownership sync` is covered by fixture-backed CLI tests instead.
- `scripts/audit-msn-fundamentals.sh` is a heavier provider-health sweep over the IDX MSN symbol map, not a baseline check.
- When a case fails, inspect its `.stdout`, `.stderr`, and `.validation` files under `tmp/live-smoke/.../logs/`.