# Progress Log

## Session 2026-03-19

### Completed
- [x] Fixed Dockerfile SSL issue (libssl3 runtime dep)
- [x] Fixed curl_cffi TLS error (pin 0.7.4, safari fingerprint patch)
- [x] Registered FRED API key with OpenBB credentials
- [x] Fixed macro_service to return latest data (not oldest)
- [x] Switched upgrades endpoint from Finnhub to yfinance
- [x] Switched price_target from FMP to yfinance
- [x] Tested all 32 endpoints locally and on deployed environment
- [x] Updated README
- [x] Researched OpenBB features for expansion (67 new endpoints identified)
- [x] Architecture analysis complete
- [x] Implementation plan created (task_plan.md)

### Implementation Progress
- [x] P0: Consolidated `_to_dicts` -> `obb_utils.to_list` in openbb_service.py and macro_service.py
- [x] P0: Added `fetch_historical` and `first_or_empty` to obb_utils.py
- [x] P0: Updated technical_service.py and quantitative_service.py to use shared helpers
- [x] Phase 1 Group I: 12 new technical indicators (ATR, ADX, Stoch, OBV, Ichimoku, Donchian, Aroon, CCI, KC, Fib, A/D, Cones)
- [x] Phase 1 Group J: Sortino, Omega, rolling stats (6 stats via generic endpoint)
- [x] Phase 1 Group H: Currency reference rates (ECB)
- [x] Phase 2 Group C: Fixed income (10 endpoints) - new service + routes
- [x] Phase 2 Group D: Economy expanded (11 endpoints) - new service + routes
- [x] Phase 2 Group E: Surveys (5 endpoints) - new service + routes
- [x] Phase 3 Group B: Equity fundamentals (4 endpoints) - management, dividends, filings, search
- [x] Phase 3 Group A: Shorts & dark pool (4 endpoints) - new service + routes
- [x] Phase 3 Group F: Index/ETF enhanced (3 endpoints) - sp500 multiples, constituents, nport
- [x] Phase 4 Group G: Regulators (5 endpoints) - COT, SEC litigation, institutions
- [x] All 5 new routers registered in main.py
- [x] App imports verified: 108 routes total

### Current State
- 108 total routes (including OpenAPI/docs)
- Code reviewer and security reviewer running in background
- Pending: review feedback, testing, commit