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phase G: data minimisation + passwordless auth + DeepSeek-first LLM

Browse source 
Server no longer holds portfolios. Holdings live in the browser
(localStorage); the server publishes an anonymous ticker_universe and a
gzipped /api/universe payload identical for every authenticated user, so
access patterns can't betray which tickers a user holds. AI commentary
is generated ephemerally from the browser-supplied pie and the cost
ledger row records no positions. Migrations 0009-0011 added the
universe table and dropped positions / portfolio_snapshots /
portfolios.

Authentication is now e-mail OTP only. Migration 0010 dropped
password_hash and email_verified (every active session is by
construction proof of email control). The /signup endpoint is gone;
signup and login share a single email-entry page. Email rendering is
HTML+plain-text multipart with a shared brand palette (app/branding.py)
asserted in sync with the CSS by a drift-detection test.

LLM provider defaults to DeepSeek-direct (cheaper, api.deepseek.com)
with OpenRouter as automatic fallback if DeepSeek fails. ai_log_job and
indicator_summary_job now iterate the two tones (NOVICE, INTERMEDIATE)
per cycle so the dashboard's tone toggle is instant; PROMPT_VERSION
bumped to 6 with an educational anti-TA / anti-gambling stance baked
into _CORE. NOVICE mode renders a curated glossary inline (CBOE VIX,
yield curve, HY OAS, etc.) with JS-positioned tooltips that survive
viewport edges and sticky bars. Model name and tokens hidden from the
user UI; still recorded in StrategicLog.model and AICall for admin.

Layout adds a sticky top nav, a sticky bottom markets bar (one chip per
exchange with status LED + headline index + 1d change), and
Phase H feedback reporting is queued in tasks/todo.md.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Giorgio Gilestro 2026-05-18 14:16:57 +01:00
parent 480fd311c5
commit 6e7f57c6b2
54 changed files with 5005 additions and 916 deletions
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20
app/templates/partials/log.html
View file

@ -1,18 +1,12 @@
{% if not log %}
<div class="empty">awaiting first generated log</div>
{% else %}
<div class="log-content">{{ log.content_html | safe }}</div>
<div class="log-meta">
<div class="log-meta__row">
{% if log.tone %}<span class="badge badge--tone-{{ log.tone | lower }}">tone {{ log.tone | lower }}</span>{% endif %}
{% if log.analysis %}<span class="badge badge--analysis-{{ log.analysis | lower }}">analysis {{ log.analysis | lower }}</span>{% endif %}
{% if log.prompt_version %}<span class="badge badge--ver">prompt v{{ log.prompt_version }}</span>{% endif %}
</div>
<div class="log-meta__row log-meta__row--dim">
generated {{ log.generated_at.strftime("%Y-%m-%d %H:%M UTC") }}
&nbsp;·&nbsp; model <span class="neu">{{ log.model }}</span>
{% if log.prompt_tokens %} &nbsp;·&nbsp; {{ log.prompt_tokens }}↑/{{ log.completion_tokens }}↓ tokens{% endif %}
{% if log.cost_usd is not none %} &nbsp;·&nbsp; ${{ "%.4f"|format(log.cost_usd) }}{% endif %}
</div>
{# tone / analysis / prompt_version / model / tokens / cost / generated_at
are admin metadata. Hidden from the user-facing UI; available via the
JSON API and the AICall ledger. The panel header's "generated hourly @
:20 UTC" cadence message communicates freshness. #}
<div class="log-content"
title="Last generated {{ log.generated_at.strftime('%Y-%m-%d %H:%M UTC') }}">
{{ log.content_html | safe | glossary(tone) }}
</div>
{% endif %}