initial commit — cassandra v0.1

Containerised macro-strategy dashboard: 4-panel web UI (indicators,
portfolio, flash news, AI strategic log), MariaDB store, hourly
ingestion jobs, OpenRouter-backed AI analysis.

Ports the four prototype scripts in the parent dir (market_pulse,
flash_news, trading212, strategic_log) into async services backed by a
persistent DB and served via FastAPI + Jinja2 + HTMX. APScheduler runs
as a separate compose service for crash-safety and easier restarts.

Portfolio composition + position names come live from Trading 212;
news per-ticker headlines reuse those names. Tone (NOVICE/INTERMEDIATE/
PRO) and analysis style (DRY/SPECULATIVE) are env-configurable and
stored on each log row so historical entries show what produced them.

Default model is deepseek/deepseek-v4-flash (overridable via env).
Light/dark theme toggle, sans-serif for prose surfaces, monospace for
data. Bearer-token auth, OpenRouter monthly cost cap, RSS feeds auto-
disabled on consecutive failures.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

tests/conftest.py

@@ -0,0 +1,19 @@
+"""Pytest config — no DB / no network. Tests target pure functions only.
+
+Heavy runtime deps (fastapi, httpx, sqlalchemy, pydantic-settings, tenacity)
+are installed inside the container but not necessarily on the host. Tests
+that need them use pytest.importorskip; the full suite runs via
+`docker compose run --rm app pytest tests/`."""
+from __future__ import annotations
+
+import os
+import sys
+from pathlib import Path
+
+
+ROOT = Path(__file__).resolve().parent.parent
+sys.path.insert(0, str(ROOT))
+
+# Sentinel env so importing app.config doesn't try to read a missing .env.
+os.environ.setdefault("DATABASE_URL", "sqlite+aiosqlite:///:memory:")
+os.environ.setdefault("CASSANDRA_MOCK", "1")

tests/fixtures/rss_sample.xml

@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<rss version="2.0">
+  <channel>
+    <title>Sample</title>
+    <item>
+      <title>Brent crude jumps on Hormuz uncertainty</title>
+      <link>https://example.com/a</link>
+      <pubDate>Fri, 15 May 2026 12:00:00 GMT</pubDate>
+    </item>
+    <item>
+      <title>Fed signals caution as inflation re-accelerates</title>
+      <link>https://example.com/b</link>
+      <pubDate>Fri, 15 May 2026 13:30:00 GMT</pubDate>
+    </item>
+    <item>
+      <title></title>
+      <link>https://example.com/empty</link>
+      <pubDate>Fri, 15 May 2026 14:00:00 GMT</pubDate>
+    </item>
+  </channel>
+</rss>

tests/test_api_helpers.py

@@ -0,0 +1,37 @@
+"""Tests for tiny helpers in app.routers.api."""
+from __future__ import annotations
+
+import pytest
+
+pytest.importorskip("fastapi")
+pytest.importorskip("sqlalchemy")
+
+from datetime import datetime, timedelta, timezone
+
+from app.routers.api import _fmt_age, _md_to_html
+
+
+def test_fmt_age_none():
+    assert _fmt_age(datetime.now(timezone.utc), None) == "—"
+
+
+def test_fmt_age_units():
+    now = datetime(2026, 5, 15, 12, 0, tzinfo=timezone.utc)
+    assert _fmt_age(now, now - timedelta(seconds=30)) == "30s"
+    assert _fmt_age(now, now - timedelta(minutes=5)) == "5m"
+    assert _fmt_age(now, now - timedelta(hours=3)) == "3h"
+    assert _fmt_age(now, now - timedelta(days=2)) == "2d"
+
+
+def test_md_to_html_headers_and_bold():
+    src = "## Section one\n\nBody text with **bold** word.\n\n## Section two\n\nMore."
+    out = _md_to_html(src)
+    assert "<h3>Section one</h3>" in out
+    assert "<strong>bold</strong>" in out
+    assert "<p>" in out
+
+
+def test_md_to_html_preserves_line_breaks_inside_block():
+    src = "Line one\nLine two"
+    out = _md_to_html(src)
+    assert "Line one<br>Line two" in out

tests/test_config_loading.py

@@ -0,0 +1,40 @@
+"""default.toml and portfolio.toml must load cleanly into the expected shapes."""
+from __future__ import annotations
+
+import pytest
+
+pytest.importorskip("pydantic_settings")
+
+from pathlib import Path
+
+from app.config import load_feeds, load_groups, load_presets
+
+
+ROOT = Path(__file__).resolve().parent.parent
+DEFAULT = ROOT / "config" / "default.toml"
+PORTFOLIO = ROOT / "config" / "portfolio.toml"
+
+
+def test_default_groups_present():
+    g = load_groups(DEFAULT, PORTFOLIO)
+    for expected in ("equity", "mag7", "rates", "macro", "commodities", "fx", "pie"):
+        assert expected in g, f"missing group: {expected}"
+    # Every item is a 3-tuple of strings.
+    for items in g.values():
+        for sym, lab, note in items:
+            assert isinstance(sym, str) and sym
+            assert isinstance(lab, str)
+            assert isinstance(note, str)
+
+
+def test_default_feeds_present():
+    f = load_feeds(DEFAULT, PORTFOLIO)
+    for cat in ("markets", "world", "energy", "asia"):
+        assert cat in f, f"missing feed category: {cat}"
+        assert all(name and url for name, url in f[cat])
+
+
+def test_presets_thesis_present():
+    p = load_presets(DEFAULT, PORTFOLIO)
+    assert "thesis" in p
+    assert "hormuz" in p["thesis"]

tests/test_market_parsing.py

@@ -0,0 +1,47 @@
+"""Pure-function tests for app.services.market."""
+from __future__ import annotations
+
+import pytest
+
+pytest.importorskip("httpx")
+pytest.importorskip("pydantic_settings")
+
+from datetime import datetime, timezone
+
+from app.services.market import _pct, _parse_date, _yahoo_range_covering, parse_symbol
+
+
+def test_pct_basic():
+    assert _pct(100, 110) == 10.0
+    assert _pct(100, 90) == -10.0
+
+
+def test_pct_handles_none_and_zero():
+    assert _pct(None, 10) is None
+    assert _pct(10, None) is None
+    assert _pct(0, 5) is None
+
+
+def test_parse_date():
+    assert _parse_date("2026-03-04") == datetime(2026, 3, 4)
+
+
+def test_yahoo_range_covering_picks_smallest():
+    today = datetime.now(timezone.utc).date()
+    # anchor 100 days ago → 1y range is enough
+    short = (today.replace(year=today.year)).isoformat()
+    assert _yahoo_range_covering(None) == "1y"
+    assert _yahoo_range_covering("2026-01-01") == "1y"
+
+
+def test_parse_symbol_routes_by_prefix():
+    fn, ident = parse_symbol("FRED:DFF")
+    assert ident == "DFF"
+    assert fn.__name__ == "fetch_fred"
+    fn2, ident2 = parse_symbol("AAPL")
+    assert ident2 == "AAPL"
+    assert fn2.__name__ == "fetch_yahoo"
+    # Unknown prefix falls through to yahoo.
+    fn3, ident3 = parse_symbol("UNKNOWN:XYZ")
+    assert ident3 == "UNKNOWN:XYZ"
+    assert fn3.__name__ == "fetch_yahoo"

tests/test_news_parsing.py

@@ -0,0 +1,53 @@
+"""Pure-function tests for app.services.news."""
+from __future__ import annotations
+
+import pytest
+
+pytest.importorskip("httpx")
+
+from datetime import datetime, timezone
+from pathlib import Path
+
+from app.services.news import Headline, _parse_date, dedupe, parse_feed
+
+
+FIXTURE = Path(__file__).parent / "fixtures" / "rss_sample.xml"
+
+
+def test_parse_feed_returns_real_items_only():
+    items = parse_feed("Sample", "world", FIXTURE.read_bytes())
+    titles = [h.title for h in items]
+    assert "Brent crude jumps on Hormuz uncertainty" in titles
+    assert "Fed signals caution as inflation re-accelerates" in titles
+    # Empty-title row is dropped.
+    assert all(t for t in titles)
+
+
+def test_parse_feed_uses_rfc822_dates():
+    items = parse_feed("Sample", "world", FIXTURE.read_bytes())
+    when = items[0].when
+    assert when.tzinfo is not None
+    assert when.year == 2026
+
+
+def test_parse_date_atom_iso():
+    d = _parse_date("2026-05-15T12:34:56Z")
+    assert d == datetime(2026, 5, 15, 12, 34, 56, tzinfo=timezone.utc)
+
+
+def test_headline_fingerprint_is_normalised():
+    h1 = Headline(datetime.now(timezone.utc), "S1", "c", " Hello   WORLD ", "u1")
+    h2 = Headline(datetime.now(timezone.utc), "S2", "c", "hello world",     "u2")
+    assert h1.fingerprint == h2.fingerprint
+
+
+def test_dedupe_keeps_first_by_url_or_title():
+    t = datetime.now(timezone.utc)
+    hs = [
+        Headline(t, "A", "c", "Same headline", "https://a.example/1"),
+        Headline(t, "B", "c", "Same headline", "https://b.example/2"),  # title dupe
+        Headline(t, "C", "c", "Other",         "https://a.example/1"),  # url dupe
+        Headline(t, "D", "c", "Fresh",         "https://d.example"),
+    ]
+    out = dedupe(hs)
+    assert [h.source for h in out] == ["A", "D"]

tests/test_openrouter_prompt.py

@@ -0,0 +1,45 @@
+"""build_user_prompt is the heart of the AI log — verify shape."""
+from __future__ import annotations
+
+import pytest
+
+pytest.importorskip("httpx")
+pytest.importorskip("tenacity")
+pytest.importorskip("pydantic_settings")
+
+from datetime import datetime, timezone
+
+from app.services.openrouter import SYSTEM_PROMPT, build_user_prompt
+
+
+def test_system_prompt_has_voice_anchors():
+    # Tripwires for prompt regressions.
+    for marker in ["Objective", "Lens", "Discipline", "watch list"]:
+        assert marker in SYSTEM_PROMPT
+
+
+def test_build_user_prompt_includes_anchor_and_reference():
+    out = build_user_prompt(
+        today=datetime(2026, 5, 15, tzinfo=timezone.utc),
+        anchor="2026-03-04",
+        quotes_by_group={"equity": [{"symbol": "^GSPC", "label": "S&P 500"}]},
+        headlines_by_bucket={"world": [{"when": "2026-05-15T10:00", "source": "BBC", "title": "x"}]},
+        reference_line="S&P 7501 · VIX 18",
+    )
+    assert "2026-05-15" in out
+    assert "Anchor reference date: 2026-03-04" in out
+    assert "S&P 7501" in out
+    assert "WORLD" in out
+    assert "^GSPC" in out
+
+
+def test_build_user_prompt_omits_empty_buckets():
+    out = build_user_prompt(
+        today=datetime(2026, 5, 15, tzinfo=timezone.utc),
+        anchor=None,
+        quotes_by_group={},
+        headlines_by_bucket={"world": [], "tech": [{"when": "2026-05-15T10:00",
+                                                    "source": "X", "title": "AI thing"}]},
+    )
+    assert "TECH" in out
+    assert "WORLD" not in out