phase G: data minimisation + passwordless auth + DeepSeek-first LLM
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>
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@ -14,10 +14,33 @@ from app.services.openrouter import SYSTEM_PROMPT, build_user_prompt
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def test_system_prompt_has_voice_anchors():
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# Tripwires for prompt regressions.
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for marker in ["Objective", "Lens", "Discipline", "watch list"]:
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for marker in ["Lens", "Discipline", "Stance", "watch list", "System temperature"]:
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assert marker in SYSTEM_PROMPT
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def test_system_prompt_has_educational_stance():
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"""Phase 2 voice pivot (PROMPT_VERSION 6): markets framed as macro
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causality, not technical patterns or gambling. Tripwire so silent
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edits can't quietly drop the educational stance."""
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for marker in [
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"No technical analysis",
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"Head-and-shoulders",
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"gambling",
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"regime",
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]:
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assert marker in SYSTEM_PROMPT, f"missing stance marker: {marker!r}"
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def test_pro_tone_falls_back_to_intermediate():
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"""PRO was removed in PROMPT_VERSION 6 (audience pivot to young
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investors). Legacy callers that still pass PRO should get the
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INTERMEDIATE prompt rather than a KeyError."""
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from app.services.openrouter import build_system_prompt
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pro = build_system_prompt("PRO", "SPECULATIVE")
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inter = build_system_prompt("INTERMEDIATE", "SPECULATIVE")
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assert pro == inter
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def test_build_user_prompt_includes_anchor_and_reference():
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out = build_user_prompt(
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today=datetime(2026, 5, 15, tzinfo=timezone.utc),
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