Firm Source Major Imports

Firm Source Major Imports

Use this skill for the recurring AdvisorBook major firm-source import automation. This is the scheduled path; GitHub Actions may keep manual workflow_dispatch for operator-triggered runs, but must not own cron scheduling.

Pre-flight

Before repo work, ensure the automation checkout is current:

1. Inspect git status --short.
2. If the only dirty path is eslint.ignore.config.json and its only diff is the project-bootstrap removal of the .codex/** ignore entry, restore that file and continue.
3. For any other dirty path or diff, stop and report the blocker without changing repo or external state.
4. Run git fetch origin --prune and git rebase origin/main; stop on failure or conflicts.

Use Bun:

bun run build

Import

Run the bounded major firm importer in write mode:

bun run firm-source:major-imports -- --max-advisors 25 --write

The importer covers Morgan Stanley, Wells Fargo Advisors, Merrill / Bank of America, RBC Wealth Management, Raymond James, Edward Jones, Stifel, and UBS Wealth Management USA. It writes summary.json plus per-adapter artifacts under artifacts/firm-source-imports/<run-id>.

Do not run individual firm scrapers separately in this scheduled cycle. Do not raise --max-advisors unless the user explicitly asks.

Verify And Report

After writes, verify deployed data when credentials are available:

bun run verify:rest
bun run data:coverage

Report the artifact directory, per-adapter status, dry-run row counts, write-touched counts, verification status, coverage highlights, and source or credential blockers.