Admin

ENV: … Market: …

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Automation & triggers

Heavy jobs: what they do, where to click, and who triggers them (you, API, or cron). Copy in webShares/admin_automation_catalog.py.

Control	Where	How triggered	Notes
Strategy experiments (rank & backtest candidates)	Strategies tab → workbench	Manual API Started from the UI, or by scripts posting to the API.	Runs deterministic backtests on the ranked shortlist for a chosen day—different weights, filters, or horizons—and stores each outcome as a recorded run. Endpoints: /api/experiments/run/, /api/experiments/design/, /api/experiments/recent/. No cron job in this repo starts these automatically.
Effectiveness reports (timing, ranking, recommendations, liquidity)	Operational reporting (CLI/API)	Scheduled API Manual After live candidate generation, or on demand via management command/API.	Persists the Candidates shortlist daily via `persist_daily_candidate_shortlist`, then computes investment-outcome cohort reports via `compute_effectiveness_reports`. Staff API: /api/reports/effectiveness/. Automatically invoked at the end of `generate_live_candidates` unless `--skip-shortlist-persist`.
Outcome measurement (effectiveness → optimisation signals)	Strategies tab → Model Center (outcome signals API)	Scheduled API Weekly cron via scripts/scRunOutcomeMeasurement.sh (Saturday 07:45).	Primary path: `manage.py run_outcome_measurement` persists OptimizationOutcomeSignal rows and applies planner_state deltas on lane configs — no approve/reject queue. Staff APIs: /api/model-center/outcome-signals/ and /api/model-center/outcome-signals/dashboard/. See docs/plans/optimization-operating-model.md.
Model Center retest automation (retired)	Removed — use Strategy optimiser below	Retired Retired Phase C. Cron line removed from scripts/crontab-current.conf.	RETIRED: champion-vs-challenger retest removed. `/api/model-center/automation/*` returns HTTP 410; `manage.py run_model_center_automation` is a no-op. Use Strategy optimiser and outcome signals instead. See docs/plans/optimization-operating-model.md.
Strategy optimiser (primary policy search)	Strategies tab → Automated policy search / Regression config	Primary Scheduled API Host cron drains the queue after close; UI sets global Automation On/Off (cron executes, not in-app timer).	PRIMARY: searches weights, triggers, and (eventually) shortlist gates; one promotion recommendation per lane. Host runs `manage.py run_strategy_optimization_schedule` via scRunStrategyOptimisationTick.sh (weekdays 23:30 due check + drain; 03:00 queue safety net — see scripts/crontab-current.conf). Manual enqueue: POST /api/model-center/optimization/trigger/. Global toggle: POST /api/model-center/optimization/automation/. Outcome signals steer planner_state before due runs.
After-hours batch (prices, analysis, mail)	This page → Daily close pipeline	Shortcut Same as cron Same workload as the nightly cron; this tile reruns it on demand.	Downloads prices, refreshes analysis, updates watchlists, and sends summary mail for the post-close routine. Host wrappers and recovery flows are described in scripts/README.md (for example scStockBatchRunClose.sh, scRecoverMissedCloseBatch.sh).
Live candidate refresh	This page → Daily close pipeline	Shortcut After rankings Normally follows the ranking step after close; use this to regenerate sooner.	Rebuilds the saved candidate rows the workspace reads from. scripts/README.md explains generate_live_candidates and how it relates to the overnight batch.
Trading dry-run	This page → Command Execution	Manual Started manually from here unless you wire your own cron.	Runs trading-batch checks without sending live orders—useful before trusting automation.
Platform regression tests	This page → Command Execution	Manual Started manually from here unless you wire your own cron.	Runs the pytest suite through the legacy menu runner.

Optimisation pipeline

Can outcome measurement and policy search run? Pipeline issues here block optimisation — funnel and ranking actions live on the Strategies tab.

Loading outcome signals…

Commands

Daily close pipeline, trading & reconciliation, and system maintenance — expand to run a job.

Daily close pipeline

Download OHLC data

Pulls latest end-of-day prices for the configured universe and loads benchmarks.

Refresh analysis & factor rankings

Rebuilds technical summaries from current OHLC, then recomputes factor scores, ranks, snapshots, and live candidates.

Refresh live candidates

Force-rebuilds live-strategy candidate sets for the latest ranking date, even when a run already exists.

Run portfolio assessment

Assesses holdings vs allocatable candidates and persists rotation recommendations for the Portfolio tab.

Run daily portfolio & alerts

Reconciles holdings, refreshes auto lists and strategy defaults, evaluates alerts, sends summary emails.

Run full overnight batch

End-to-end post-close run: download through rankings, live candidates, daily updates, and emails—in the safe order.

System maintenance & control

Run Regression Suite

confirmation required

Runs full regression suite (unit + integration tests)

Regression Test Results

FAILED

Test Output:

Regression test suite started in the background (PID 2424934).
Log: /var/www/system/web/runtime/logs/production/shares.log
This job can take longer than the web server request limit (120s). Refresh this page after a few minutes to see log output and completion status.

Close stage: Analyze & rank

Close stage: analyze and rank background job.
Log: /var/www/system/web/runtime/logs/production/shares.log

--- Log tail ---
[ADMIN_BG_JOB_START] job_key=close_stage_analyze_and_rank pid=2425162 label="Close stage: analyze and rank"
[2026-06-15 21:27:49]  [    INFO]  [          scStockSelect.py _spawn_admin_background_command] [  357]  Close stage: analyze and rank spawned in background: pid=2425162 log=/var/www/system/web/runtime/logs/production/shares.log
[2026-06-15 21:27:49]  [    INFO]  [          scStockSelect.py menuSelection             ] [  773]  menuSelection completed in 0.060s (level=2, pick=11, tab=default)
Traceback (most recent call last):
  File "/var/www/system/web/envs/development/lib/python3.12/site-packages/django/core/management/__init__.py", line 255, in fetch_command
    app_name = commands[subcommand]
               ~~~~~~~~^^^^^^^^^^^^
KeyError: 'close_stage_analyze_rank'

During handling of the above exception, another exception occurred:

Traceback (most recent call last):
  File "/var/www/system/web/development/manage.py", line 21, in 
    main()
  File "/var/www/system/web/development/manage.py", line 17, in main
    execute_from_command_line(sys.argv)
  File "/var/www/system/web/envs/development/lib/python3.12/site-packages/django/core/management/__init__.py", line 442, in execute_from_command_line
    utility.execute()
  File "/var/www/system/web/envs/development/lib/python3.12/site-packages/django/core/management/__init__.py", line 436, in execute
    self.fetch_command(subcommand).run_from_argv(self.argv)
    ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
  File "/var/www/system/web/envs/development/lib/python3.12/site-packages/django/core/management/__init__.py", line 262, in fetch_command
    settings.INSTALLED_APPS
  File "/var/www/system/web/envs/development/lib/python3.12/site-packages/django/conf/__init__.py", line 89, in __getattr__
    self._setup(name)
  File "/var/www/system/web/envs/development/lib/python3.12/site-packages/django/conf/__init__.py", line 76, in _setup
    self._wrapped = Settings(settings_module)
                    ^^^^^^^^^^^^^^^^^^^^^^^^^
  File "/var/www/system/web/envs/development/lib/python3.12/site-packages/django/conf/__init__.py", line 190, in __init__
    mod = importlib.import_module(self.SETTINGS_MODULE)
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
  File "/usr/lib/python3.12/importlib/__init__.py", line 90, in import_module
    return _bootstrap._gcd_import(name[level:], package, level)
           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
  File "", line 1387, in _gcd_import
  File "", line 1360, in _find_and_load
  File "", line 1324, in _find_and_load_unlocked
ModuleNotFoundError: No module named 'config.settings.production'
[ADMIN_BG_JOB_EXIT] job_key=close_stage_analyze_and_rank pid=%s code=%s
2425162
1

Exit: n/a

Close stage: portfolio assessment

Close stage: portfolio assessment background job.
Log: /var/www/system/web/runtime/logs/production/shares.log

--- Log tail ---
[ADMIN_BG_JOB_START] job_key=close_stage_portfolio_assessment pid=2424883 label="Close stage: portfolio assessment"
[2026-06-15 21:25:46]  [    INFO]  [          scStockSelect.py _spawn_admin_background_command] [  357]  Close stage: portfolio assessment spawned in background: pid=2424883 log=/var/www/system/web/runtime/logs/production/shares.log
[2026-06-15 21:25:46]  [    INFO]  [          scStockSelect.py menuSelection             ] [  773]  menuSelection completed in 0.457s (level=2, pick=13, tab=default)
Traceback (most recent call last):
  File "/var/www/system/web/envs/development/lib/python3.12/site-packages/django/core/management/__init__.py", line 255, in fetch_command
    app_name = commands[subcommand]
               ~~~~~~~~^^^^^^^^^^^^
KeyError: 'run_portfolio_assessment'

During handling of the above exception, another exception occurred:

Traceback (most recent call last):
  File "/var/www/system/web/development/manage.py", line 21, in 
    main()
  File "/var/www/system/web/development/manage.py", line 17, in main
    execute_from_command_line(sys.argv)
  File "/var/www/system/web/envs/development/lib/python3.12/site-packages/django/core/management/__init__.py", line 442, in execute_from_command_line
    utility.execute()
  File "/var/www/system/web/envs/development/lib/python3.12/site-packages/django/core/management/__init__.py", line 436, in execute
    self.fetch_command(subcommand).run_from_argv(self.argv)
    ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
  File "/var/www/system/web/envs/development/lib/python3.12/site-packages/django/core/management/__init__.py", line 262, in fetch_command
    settings.INSTALLED_APPS
  File "/var/www/system/web/envs/development/lib/python3.12/site-packages/django/conf/__init__.py", line 89, in __getattr__
    self._setup(name)
  File "/var/www/system/web/envs/development/lib/python3.12/site-packages/django/conf/__init__.py", line 76, in _setup
    self._wrapped = Settings(settings_module)
                    ^^^^^^^^^^^^^^^^^^^^^^^^^
  File "/var/www/system/web/envs/development/lib/python3.12/site-packages/django/conf/__init__.py", line 190, in __init__
    mod = importlib.import_module(self.SETTINGS_MODULE)
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
  File "/usr/lib/python3.12/importlib/__init__.py", line 90, in import_module
    return _bootstrap._gcd_import(name[level:], package, level)
           ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
  File "", line 1387, in _gcd_import
  File "", line 1360, in _find_and_load
  File "", line 1324, in _find_and_load_unlocked
ModuleNotFoundError: No module named 'config.settings.production'
[ADMIN_BG_JOB_EXIT] job_key=close_stage_portfolio_assessment pid=%s code=%s
2424883
1

Exit: n/a

Diagnostics & connections

System events, error summary, AI diagnosis, broker gateways, and MySQL status.

Diagnostics

Recent System Events

Error Summary

Loading AI diagnosis...

Connection Status

Broker Connection Status

IBKR Paper Account

Checking...

Port: 4002

Account: Loading...

Pending Orders: -

IBKR Live Account

Checking...

Port: 4001

Account: Not configured

Pending Orders: -

Background status checks show gateway reachability only and do not perform a full IBKR login. Use Test Connection to verify full authentication and account access.

Admin

Automation & triggers

Optimisation pipeline

Commands

Daily close pipeline

Download OHLC data

Refresh analysis & factor rankings

Refresh live candidates

Run portfolio assessment

Run daily portfolio & alerts

Run full overnight batch

Trading & reconciliation

Sync & verify broker paper

Reconciliation report only

Run Trading Validation (Dry-Run)

Import non broker transactions

Start Paper Gateway

Start Live Gateway

Enable Live Trading

System maintenance & control

Run Regression Suite

Trading Validation Results

Regression Test Results

Test Output:

Close stage: Download OHLC

Close stage: Analyze & rank

Close stage: portfolio assessment

Close stage: Daily updates

Live Candidate Generation Results

Scheduled Overnight Batch

Diagnostics & connections

Diagnostics

Recent System Events

Error Summary

Connection Status

Broker Connection Status

IBKR Paper Account

IBKR Live Account

MySQL Status

Broker Reconciliation

Reconciliation Failed

Stock Analysis

Strategy