Release History

Chronological record of Zoris Engine releases.

Changelog

PDF Reports: Dashboard now has separate Quant Briefing and Compliance Report download buttons (proxied via Next.js API route to keep API key server-side)
PDF Generation: Fixed font crash (fpdf2 v1.7.2 requires uni=True in add_font()), both PDFs now generate successfully
PDF Endpoints: Added /api/quant-briefing.pdf and /api/compliance-report.pdf with dual auth (X-API-Key header or ?api_key= query param for email links)
Autonomous Executor: Fixed actual_cost NameError crash that prevented all BUY executions
Autonomous Executor: Created zoris_llm_validate.py bridge module (executor imported nonexistent module)
Mover Accuracy: Fixed default inflation (50.0 → NaN when no movers), rolling inversion logic now uses .dropna()
Portfolio Actions: Fixed all positions showing "HOLD" — now cross-references risk report for actual LONG/AVOID/HOLD
Asset Page: Fixed "UNDEFINED" header and missing data (Next.js 16 requires await params Promise)
Asset Page: Added period % change card and full theme-aware rewrite
Email Links: Fixed PDF and terminal links (hardcoded localhost/IP → BACKEND_URL/FRONTEND_URL env vars with api_key query param)
API Helper: Added verify_key() function to zoris_api.py for consistent key validation
Full backend/frontend/VM sync and production deployment across all nodes

Asset Detail Page: Full price history chart with date/volume/return columns for any JSE instrument
Market Telemetry: Dashboard now shows all instruments (removed Zoris Score filter that hid zero-score entries)
API Key Rotation: New tiered key format (zoris-admin-<hex> for admin, zoris-sk-<hex> for client). Old keys invalidated.
Documentation: Added OpenAPI spec for interactive API Reference, fixed MDX parsing errors
Dashboard UI: Collapsible sidebar, improved chart rendering, AI Portfolio as separate page
Security: Sensitive architecture docs removed from version control, git history scrubbed
Backend: Added /api/corporate-actions, /api/sentiment-timeline, /api/market-breadth endpoints
Full backend/frontend/VM sync across all three infrastructure nodes

Verified News Brain integration in main prediction pipeline
Confirmed news features produce 6 outputs for signal enhancement
API performance endpoint filter validation working (avg_error>0 separates live predictions from backtest)
Dashboard server confirmed operational

News Brain Integration: Added 6 news-derived features to improve signal quality
- news_sentiment (0-1): Average sentiment score over 20 days
- news_velocity_spike (0/1): Flag for unusual article volume spike
- news_director_buy (0/1): Flag for director buying activity
- news_director_sell (0/1): Flag for director selling activity
- news_event_flag (dividend/rights-issue/none): Corporate event detection
- news_modifier (-0.3 to +0.3): Sentiment modifier for signals
JSE Scraper v2: PDF extraction now universal (all categories), bulletin discovery, slug exclusion
Cron updated to run v2 scripts (jse_news_scraper_v2.py, jse_news_features_v2.py)
Features synced to DO: 364 rows, 79 tickers with news coverage

PDF Reports: Institutional-grade Quant Briefing and Compliance PDFs
Redesigned with Goldman Sachs/BlackRock aesthetic
Typography: Inter (body), Cinzel (headers), Playfair Display (subtext)
Brand: White header with emerald accent, Zorisord Group Limited branding
AI Portfolio: Now reads from ai_portfolio.db SQLite database
Partner logos section on last page with Zorisord, Zoris Production, Zoris Engine symbols
Performance metrics: Fixed percentage display (was showing 4000% due to double multiplier)

Feature Engineering: Added 3 liquidity proxy features (61 features → 62 features)
- Days_Since_Trade: Days since stock last traded (no trades = illiquid)
- Volume_Trend: 5d vs 20d volume momentum
- Share_Value: 5d volume sum × Price (dollar volume traded)
- Share_Value_ZScore: Daily Share_Value / 20-day rolling average
Fixed Share_Value double-shift bug (was using t-2 to t-6, now correctly t-1 to t-5)
Fixed Share_Value unshifted price (was using today's price, now uses yesterday's price)
LightGBM Hyperparameter Optimization v62:
- 50 walk-forward splits (was 10)
- 75% Optuna search / 25% held-out evaluation
- Honest directional accuracy: 66.54% (no overfit gap)
Share_Value is #1 feature by importance (399), model now understands dollar volume
Synced to production server

Liquidity Rail: 4-gate entry system ensuring exit-ability based on real market volume and spreads
Kronos Phase 1: Foundation model as 14th feature in XGBoost (probability-of-up signal)
Fixed AI Prediction Accuracy graph (was reading nonexistent column, showed 0%)
Fixed Morning Intel timing (moved from 16:15 pipeline to 07:00 EST pre-market cron)
Aligned Morning Intel suggestions with autonomous executor (unified Score>=85+LONG+Weight criteria)
Frequency-aware PDF fetching (monthly once per calendar month, weekly once per ISO week)
XGBoost retrained with 14 features on 94,254 rows including Kronos_Prob_Up
Pipeline switched to venv Python (was crashing on system Python with no packages)
News intelligence: Gleaner, Observer, JSE PDF ingestion with Brotli decompression
Fixed duplicate __main__ block in news module causing double execution
3-line accuracy graph: binary (emerald), 3-class (blue dashed), movers (purple dashed)
VM cleanup: removed 80+ dead files across all 3 nodes

Was this page helpful?

Last updated today