The disagg dataset (2019–2026, 468 markets) was in the DB but invisible.
This wires it into every layer of the app:
Backend:
- models.py: add has_disagg to CommodityMeta; add DisaggPositionPoint,
DisaggHistoryResponse, DisaggScreenerRow models
- commodities.py: join disagg_reports to populate has_disagg flag and
correct first/last dates; HAVING filter removes markets with no data
- disagg.py (new): /api/disagg/{code}/history, /api/disagg/screener,
/api/disagg/{code}/net-position-percentile, /api/disagg/compare
- main.py: register disagg router
Frontend:
- Metric selector shows Disaggregated optgroup (Managed Money, Prod/Merchant,
Swap Dealer, Other Rept) when market has has_disagg=true, hides Legacy group
- Detail view auto-switches to disagg endpoint and defaults to m_money_net
for disagg markets; shows green "Disaggregated" badge
- Screener always uses disagg endpoint (Managed Money percentile rank)
- Compare uses /api/disagg/compare for disagg metrics
- style.css: add .badge-disagg green variant
Result: wheat markets (SRW, HRW, HRSpring, Black Sea) now show 7 years of
disaggregated positioning data with Managed Money as the default metric.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Greg
90c2ae3f35