Implements docs/read-markets-compliance-changes.md as flag-gated changes
(no deletions) so paused features stay in the tree for future re-enable.
All four flags default False so a fresh deploy is compliance-safe.
- New env flags: PORTFOLIO_AI_ENABLED, PORTFOLIO_SYNC_ENABLED,
TICKER_UNIVERSE_AGGREGATE_ENABLED, SUBSCRIPTIONS_ENABLED.
- Gates: /api/analyze, /api/portfolio/sync*, /api/stripe/*, /pricing,
ticker_universe writes, portfolio_analysis.analyse(). is_paid_active()
returns True for any auth'd user when subscriptions are paused.
- Prompts (PROMPT_VERSION 10): universal _COMPLIANCE_RIDER prepended to
every system prompt; watch list removed; price-target / close-above-below
/ trigger / forward-state-as-description rules added; SPECULATIVE
pivoted to regime-only scenarios; daily + weekly digests tightened.
- Reviewer: deterministic regex/lexicon pre-check fail-closed under the
Haiku call; portfolio rider gated by PORTFOLIO_AI_ENABLED; base prompt
sharpened for forward-state and MAR forward-opinion patterns;
ReviewerVerdict audit table; generate_with_review retry helper.
- Migration 0026: purge portfolio_sync + ticker_universe; create
reviewer_verdicts.
- Copy: MAR cite fixed to Art 3(1)(35) + Art 20 + Del Reg 2016/958;
portfolio reframed as browser-only viewer in disclaimer / privacy /
terms / about / pricing / landing (en + it). TODO(legal) marker for
lawyer sign-off on disclaimer.
- Tests: 13 lexicon + 6 reviewer compliance regressions; conftest enables
all flags so existing 402 tests still cover their code paths.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
The two largest inline <script> blocks in settings.html — the cloud
sync modal/management UI (~145 lines) and the import widget wiring
(~245 lines) — moved to app/static/js/settings-sync.js and
settings-import.js respectively, included via <script src="..."
defer> at the bottom of the template.
Where the inline code referenced Jinja vars or {% if %} guards,
those values are now passed via data-* attributes on the relevant
DOM elements (or via window.cassandra* config objects for structured
data) and read in the static JS.
Smaller blocks (Stripe portal, digest prefs, language select,
invite copy) stay inline — each <40 lines and easier to follow
next to their markup. settings.html drops from 758 lines to roughly
half that.
