Two unrelated features bundled because they ship together and share
migration 0028.
Strategic-log feedback (thumb up/down):
- New strategic_log_feedback table with UNIQUE(log_id, user_id) so each
user has one vote per log, flippable in place (up -> down -> clear).
UI shows aggregate counts only.
- app/services/log_feedback.py: set_vote, get_counts, sign/verify
feedback tokens (same itsdangerous pattern as auth.sign_pending,
30-day TTL for email links).
- POST /api/log/{id}/feedback: web vote, auth required, returns counts
+ the requesting user's own vote.
- GET /feedback?token=...&vote=...: email-link target, no auth, signed
token encodes (user, log, vote), renders feedback_thanks.html.
- partials/log.html: thumbs row below content, JS-driven swap via the
POST endpoint. Dashboard latest-log card and /log page both render
this partial via htmx, so the buttons appear in all three surfaces.
- digest emails: a "How was today's read?" row above the unsub footer,
with signed-token URLs against the latest StrategicLog at send time.
Plain-text fallback included.
Reviewer self-score (0-10):
- _SYSTEM_PROMPT asks for an integer score with anchors (10 exemplary,
5 borderline, 0 unfit). Verdict gains score: int | None.
- Deterministic-layer hits get score=0 (hard rule, no nuance);
error rows get None; LLM rows get the model's score clamped 0..10.
- ReviewerVerdict.score, StrategicLog.reviewer_score, and
IndicatorSummary.reviewer_score all new SMALLINT NULL columns.
- ai_log_job + indicator_summary_job persist verdict.score onto their
content rows when committing the row alongside content.
Tests:
- tests/test_strategic_log_feedback.py: vote, flip, clear, aggregate
across users, invalid vote, token round-trip + tamper + garbage +
'clear' not signable for email path.
- tests/test_output_review.py: score parsing, clamping (>10, <0),
missing/non-numeric -> None, deterministic-layer score=0.
Full suite: 427 passed (was 412), 5 skipped, no regressions.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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>
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>
