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Flows cleanup: remove unused speculator resolvers; plan matches the Commercial strip - #54

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mspinola merged 2 commits into
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claude/flows-cleanup
Sep 27, 2026
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mspinola merged 2 commits into
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claude/flows-cleanup

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Two commits, after mspinola/cot-analyzer#144 replaced the Speculator line with a Legacy Commercial flow strip.

1. Remove the speculator resolvers nothing reads. flows.speculator_net, retail_net, speculator_frame, net_col, index_col, _summed_net, CotIndexer.get_speculator_data, and the constants SPECULATOR, RETAIL, NET_SUFFIX. Searched cotmetrics, cot-analyzer, npf and livebook: no caller. Never released (0.15.x is untagged), so no deprecation path. Kept: weekly_change, flow_z, leg_flow_frame, get_commercial_flow_data, and the FlowRoles table (the panel's retail label reads it; its generated docstring now says so, and gen_flow_roles.py --check passes). Version stays 0.15.1: nothing the analyzer's floor names is removed.

2. Plan doc matches what shipped. docs/design/cot-flows.md: the top, section 3, decisions, hazards, render checks and "what not to do" describe the Commercial strip, why it replaced v2's speculator series, the Speculator line in the withdrawn record, and the Treasury question (they stay out of the COT-gated books). Section 2's measurements unchanged.

Verification: store-free suite 513 passed, 3 skipped (521 before, less the eight tests of removed code); ruff clean; cot-analyzer's suite against this tree to be run with the local env refresh.

🤖 Generated with Claude Code

mspinola and others added 2 commits September 26, 2026 22:29
The /analysis panel dropped the Speculator line for a Legacy Commercial flow
strip (cot-analyzer #144), so these have no caller in cotmetrics, cot-analyzer,
npf or livebook: flows.speculator_net, retail_net, speculator_frame, net_col,
index_col and _summed_net, CotIndexer.get_speculator_data, and the constants
SPECULATOR, RETAIL and NET_SUFFIX. None was ever released (0.15.x is
untagged), so there is no deprecation path to keep.

Kept: weekly_change, flow_z, leg_flow_frame, get_commercial_flow_data, and the
FlowRoles table, which the panel's retail label reads; its generated docstring
now says so. The module docstring now describes the one strip it serves.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Top, section 3, decisions, hazards, render checks and the don'ts now describe
the Legacy Commercial weekly flow strip on /analysis (cotmetrics #52, #53 and
this PR; cot-analyzer #142 and #144), why it replaced v2's speculator series,
the Speculator line in the withdrawn record, and the Treasury question
answered (they stay out of the COT-gated books). Section 2 unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@mspinola
mspinola merged commit 5578809 into main Sep 27, 2026
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@mspinola
mspinola deleted the claude/flows-cleanup branch September 27, 2026 02:40
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