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92 commits

Author SHA1 Message Date
bb41ee38f7 portfolio-edit: design pass — terminal-aesthetic inline composer
The previous CSS used invented variable names (--neu-dim, --err, --ok)
that don't exist in the project's design system; the form fell back to
hardcoded hex values and looked disconnected from the rest of the site.

Rebuilt against the real tokens (--border, --dim, --muted, --positive,
--negative, --warning, --accent) and the mono-first 'geopolitical-
terminal aesthetic' the rest of the dashboard uses:

  $ ticker  ✓ 172.40 USD  │  qty  @  cost  USD  📅              add
                                                              ────

- No boxed-form chrome. A dashed bottom rule separates the composer
  from the table below.
- Inputs lose their card-style boxes; they're underline-only with a
  faint accent wash on focus — feels like editing a command line.
- '$' prompt marker, '│' divider, '@' between qty and cost give the
  row a terminal grammar without being twee.
- Submit is a ghost pill in the accent colour; lights to solid only
  when enabled.
- All controls now respond correctly to the light/dark theme toggle.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 15:06:32 +02:00
a9b7d4d8bb portfolio-edit: rebuild form as compact inline strip
Replace the multi-row wizard-style form (Ticker / Qty on row 1, mode
radios on row 2, Date+Cost on row 3) with a single horizontal strip
that sits unobtrusively above the portfolio table. The radio toggle is
gone; a small calendar icon next to the Cost input pops out a date
picker that auto-fills cost on selection and then hides itself.

Same input IDs, so the existing validate/Add/× handlers work unchanged.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 15:02:03 +02:00
70da4cdf84 css: portfolio edit-mode + add-position form styles 2026-05-27 14:56:43 +02:00
9a46a0daec portfolio: render hidden × per row; empty state shows add form
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 14:55:29 +02:00
84934827b8 portfolio-edit: bought-on-date mode + historical lookup
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 14:52:52 +02:00
58576a86fc portfolio-edit: add button writes position to localStorage
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 14:51:45 +02:00
ee6966399c portfolio-edit: ticker validate on blur + duplicate warning
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 14:50:48 +02:00
f1b242720d portfolio-edit: edit-mode toggle scaffold 2026-05-27 14:49:43 +02:00
9ed78f2758 dashboard: scaffold portfolio edit-mode markup 2026-05-27 14:49:01 +02:00
30e565909f ticker-validate: mount router at /api/ticker/*
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 14:48:00 +02:00
b7d6235fcb ticker-validate: add /api/ticker/historical with weekend-walkback
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 14:45:52 +02:00
ca953e5ea2 ticker-validate: cover failure + side-effect paths
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 14:43:15 +02:00
3bb62763ea ticker-validate: add /api/ticker/validate endpoint
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 14:41:33 +02:00
ae3f104fa7 docs: implementation plan for manual portfolio composition
12 TDD-style tasks: two backend endpoints (validate + historical),
router registration, dashboard markup, and five JS slices building the
edit-mode behaviour (toggle → ticker validate → Add → date-mode →
delete via delegation). CSS pass and final manual smoke close it out.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 14:36:32 +02:00
4c92d8a3e7 docs: spec for manual portfolio composition
Dashboard-native edit mode: EDIT button toggles in-place editing; the
add-position form has on-blur ticker validation against a new paid
endpoint, qty input, and an avg-cost / bought-on-date toggle. Only
avg_cost + qty are persisted to localStorage (no acquisition date,
no server-side holdings). Empty state replaces "Import a CSV" with
the inline form so brand-new users can act without leaving the page.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 14:23:23 +02:00
bc55ab7d26 csv-parser: keep LLM-mapped tickers; don't pass them through T212 mapping
The route's resolve-slice loop is T212-specific — it looks tickers up
against the InstrumentMap, which only has T212's universe. For the LLM
path the ticker is already Yahoo-ready (e.g. VOD.L, ASML.AS), so
sending it through resolve_slice produced spurious "could not be
resolved" warnings and dropped the positions.

Fix: ParsedPie gains a ``tickers_resolved`` flag (default False for
T212 backward-compat); _apply_mapping in the LLM path sets it True
and also extracts currency from the LLM-mapped currency_col into a
new ``ParsedPosition.currency`` field. The route branches on the flag:
LLM-path positions are kept verbatim with a best-effort InstrumentMap
lookup for nicer name/currency overrides, never dropped.

Integration test tightened to assert all 5 IBKR fixture positions
round-trip with the right currencies (USD / GBP / EUR).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 12:48:27 +02:00
b8ebba9503 ui: drop remaining T212-only framing from dashboard + import lede
- portfolio.js empty-state CTA: "Import a T212 CSV" → "Import a portfolio CSV"
- settings.html lede: lead with broker-agnostic copy; relegate the T212
  export path to a smaller secondary line.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 12:41:05 +02:00
b352601228 settings: soften import copy to be broker-agnostic
Section heading drops "Trading 212"; drop-zone label and hint mention
the auto-detect path; the help-paragraph opens conditionally with
"If you use Trading 212" so non-T212 users don't feel like outsiders.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 12:32:35 +02:00
8bc9dccd40 universe: paid-gate + LLM fallback on /portfolio/parse
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 12:31:07 +02:00
59b28506df csv-parser: add public parse_with_llm with cache hit/miss orchestration
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 12:24:38 +02:00
c77b3564f3 csv-parser: add _extract_mapping_via_llm with provider-failure wrapping
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 12:21:19 +02:00
b99f46d2fc csv-parser: add _apply_mapping helper
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 12:18:31 +02:00
f44b77df6f csv-parser: add _validate_mapping helper
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 12:16:26 +02:00
8dcf662945 csv-parser: add _detect_dialect helper
Heuristic refined from the plan draft: candidate header rows must be
followed by a row containing at least one numeric token. Without this,
IBKR-style multi-line preambles (all-text rows before the real header)
would be mistaken for the header at preamble=0.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 12:14:11 +02:00
f8a0ed3923 csv-parser: add _fingerprint helper
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 12:08:34 +02:00
f3fd769b3b tests: add fabricated IBKR fixture for LLM parser 2026-05-27 12:06:47 +02:00
4bcc20b0bb alembic: use sa.text() for integer server_defaults in 0021 2026-05-27 12:06:05 +02:00
ac82d5854e alembic: add 0021 csv_format_templates
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 12:03:17 +02:00
fb3498efb0 csv-parser: tighten CsvFormatTemplate generics + last_used_at note
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 12:01:06 +02:00
3f1d2a1034 csv-parser: add CsvFormatTemplate model
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-27 11:51:01 +02:00
08b4dddcdd docs: implementation plan for LLM-fallback CSV parser
12 TDD tasks covering model + migration, fingerprint, dialect detection,
mapping validation/application, LLM extraction (mocked in tests), cache
orchestration, route wiring + paid gate, UI copy tweaks, and final
manual smoke.
2026-05-27 11:41:44 +02:00
0254515989 docs: refine LLM-CSV spec — keep real sample row, drop user attribution
- Drop first_seen_user_id; sample is anonymous by construction
- Rename sample_dummy → sample_row, store the upload's first real data
  row verbatim (one row, no totals, no other positions, no link to a
  user). Narrow, deliberate exception to the "no holdings persisted"
  invariant — gives the operator material for hand-writing future
  native parsers.
- Drop the cache self-heal behaviour; operator owns eviction. Reinforce
  the non-goal of auto-promoting learned formats to code.
2026-05-27 11:21:43 +02:00
263ecc0d3b docs: spec for LLM-fallback CSV parser
Transparent fallback after parse_t212_csv: LLM extracts a column-mapping
(not the data), result is cached globally by header fingerprint, replay
is deterministic Python. Stored dummy contains headers + synthetic row
only — no user holdings ever persisted.
2026-05-27 11:15:42 +02:00
1be0c5a436 docs: drop Phase D.x markers now that the referral loop is closed
The "Phase D.1/D.2/D.3" comment scaffolding and the "Paddle webhook
will fill this in" references became actively misleading after D.3
landed — anyone reading the code would think referral conversion was
still pending. Also corrects a stale "Paddle" reference to "Stripe"
(we never shipped Paddle; ended up on Stripe after the Paddle → Polar
→ Stripe MoR onboarding pivot).

Pure docstring sweep, no behaviour change.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-26 23:09:39 +02:00
ce36ce36fd referrals: close D.3 — both parties get 45 days credit on conversion
The referral feature was half-built: codes captured, banner shown,
counts displayed — but no money flowed when a referred user paid.
The Settings page hard-coded "— (D.3)" for Active credits and the
marketing copy promised "50% off for 3 months" with nothing behind it.

Closing the loop:

- New `convert_referral(session, user)` in referral_service.py looks
  up the user's Referral row, stamps `converted_at` + `credited_at`,
  and extends `credit_until` by 45 days on BOTH the buyer and the
  referrer. Idempotent — replayed webhooks and renewals are no-ops.
  Stacks correctly when the user already has a credit window running
  (anchors at max(now, current_credit_until) like cli.grant_credit).

- Stripe webhook wires this into `_grant_paid`. A captured
  `first_paid_transition = user.tier != "paid"` gate avoids the DB
  lookup on every renewal event; convert_referral's own idempotency
  is the second line of defence.

- `_grant_paid` now takes `session` as its first positional arg so
  the conversion runs inside the same transaction as the tier flip
  and audit-row write. A mid-flight failure rolls everything back
  together — no partial state.

- Settings page replaces the "— (D.3)" placeholder with the live
  count of conversions still inside their 45-day credit window, plus
  a "+N days on your account" hint when the user has any credit of
  their own (referrer bonus, admin grant, or future refund-as-credit).

- Marketing copy on pricing.html + settings.html switches from "50%
  off for 3 months" to "45 days of paid access" — same economic value,
  honest about the actual mechanism (full free access rather than
  discounted billing).

Credit-amount rationale: 50% × 3 months ≈ 1.5 months of free
service ≈ 45 days. Pure-credit delivery is processor-agnostic, needs
no Stripe coupon plumbing, and stacks cleanly across referrals.

7 new tests in test_referral_conversion.py cover the happy path,
idempotency, no-referral no-op, credit stacking, deleted-referrer
survival, end-to-end webhook → credit landing, and the renewal-event
no-double-credit guarantee.

Also bundled: the Restore-button class fix from earlier
(portfolio.js — the cloud-restore "Restore" submit was unstyled and
picked up browser defaults; now uses .settings-btn like the rest of
the action-button family).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-26 23:05:29 +02:00
00211fec02 ui: collapsible settings sections + welcome-email + larger auth inputs
Settings page tidy-up driven by user feedback that it had grown too busy:

  - Each section (Import, Invite, Email digests, Cloud sync) is now a
    native <details>/<summary> accordion. Import stays open by default
    because /settings#import is the deep-link target from the dashboard
    CTA; the others collapse so the page lands quiet.
  - Manage subscription is a right-aligned gear-icon button instead of
    a rectangular text button — the descriptive copy moves into the
    tooltip. Frees up the Tier row of visual weight.

Auth + modal inputs were too small (verify code box, portfolio restore
PIN): the auth-card selector now covers text inputs as well, and a new
.modal-input class standardises 16px / 12px-padding fields used in the
cloud-sync enable modal and the portfolio restore prompt.

The verify page no longer carries the "Email me the digest" checkbox —
it was misleading on repeat logins (server-side it only applied on
first sign-up but rendered every time). Default-opt-in lives in the
User row at creation; per-user changes happen on /settings. First
successful verify now triggers a one-shot welcome email explaining the
digest cadence and pointing at /settings for opt-out; SMTP failure is
logged but does not block the login.

Tests rewritten to cover the new welcome-email path:
  - first login sends exactly one welcome email
  - returning user gets none
  - SMTP failure does not break the redirect
  - regression guard: returning user who opted out stays opted out

Also lands the paddle merchant-summary doc that was written earlier
during the Paddle → Polar → Stripe onboarding pivot.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-26 22:32:59 +02:00
a07fd144ea stripe: per-cadence cooling-off + manage-subscription button
Bundles three related pieces that came out of the operator's first
end-to-end test of the paid flow:

1. Manage subscription button on /settings (paid users with a real
   Stripe sub — i.e. not credit-granted access). POSTs to the existing
   /api/stripe/portal endpoint; Stripe-hosted customer portal handles
   card updates, cancellation, monthly↔annual switch, invoice history.
   Replaces the stale "Paid features unlock with Paddle (D.3) or
   invite credits" hint for free users with a live link to /pricing.

2. Per-cadence cooling-off treatment:

   - **Annual £70**: 14-day free trial via
     subscription_data.trial_period_days=14. No money moves during
     the trial, so the CCR 2013 14-day refund question doesn't arise
     (nothing paid = nothing to refund). Card is still required at
     checkout so Stripe can charge on day 15.

   - **Monthly £7**: bills immediately. A 14-day trial there would
     give away ~50% of cycle one. Instead, /pricing now carries a
     required tick-box above the Subscribe buttons (subscribe stays
     disabled until checked) — by ticking, the user expressly
     consents to begin performance immediately and acknowledges that
     this extinguishes their statutory 14-day right under Reg 36
     CCR 2013. Consent collected on our own page (not via Stripe's
     account-wide consent_collection.terms_of_service) so each
     product can keep its own Terms URL as we add more.

3. T&C §6 clause 1 split into 1a (annual / trial substitute) +
   1b (monthly / Reg 36 waiver via on-page tick-box). Clause 2
   (post-cooling-off cancellation) unchanged.

Settings page shows "Free trial — N days remaining" while the
sub is in `trialing` status, falling back to "Paid subscription
active." once it transitions to active. Countdown is computed
server-side from User.stripe_trial_end_at (new column, migration
0020) populated by the subscription.created/updated webhook from
the Stripe trial_end timestamp; cleared on the trialing→active
transition and on revoke.

Drive-by: fixed a structlog kwarg-name collision on
`log.warning(..., event=event_type, ...)` in both polar_webhook.py
and stripe_billing.py — `event` is structlog's positional event
name and "got multiple values" crashed the user-not-found log
path. Renamed to `event_type=` everywhere it appeared. Caught by
the new trialing-stores-trial-end test.

Tests
- 4 new in test_stripe_billing.py covering monthly (no trial, no
  consent_collection), annual (trial, no consent), trialing stores
  trial_end, trialing→active clears trial_end.
- 1 existing test renamed + reworked for the consent split.
- Full suite: 224 passed, 5 skipped.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-26 20:06:19 +02:00
62960d5bea security: stop localStorage leaking portfolios across users
Bug: the per-browser pie was stored under a single global key
(`cassandra.pie`) with no per-user scope. If User A uploaded a
portfolio and User B then signed in on the same browser, User B saw
User A's holdings — portfolio.js read straight from localStorage on
hydration with no check that the data belonged to the current session.

This was not a server-side leak: the session cookie was correct, no
API returned User A's data to User B. The stale browser state was the
sole vector. Reported by the operator while testing the paid-checkout
flow with a second account on the same browser.

Fix — defense in depth, two layers:

1. base.html now stamps cu.user.id into localStorage as
   `cassandra.user_id` on every authenticated page load. If the
   previous stamp doesn't match the current user, wipe localStorage
   (preserving only `cassandra.theme`, which is cosmetic) and
   sessionStorage before any other script runs. This catches:
   - the reported scenario (User A logs out, User B logs in)
   - any case where logout missed the wipe (JS disabled, browser
     killed before the redirect ran)
   - cookie-revocation / session-rotation edge cases where the
     server-side identity changes without an explicit logout

2. /logout no longer returns a bare 303; it returns a small HTML
   page that actively wipes per-user localStorage + sessionStorage
   client-side (theme preserved), then redirects to /login. A
   meta-refresh covers the no-JS case (the cookie deletion is
   still server-side, so security is preserved either way).

Behaviour for the legitimate case (same user logs out + back in)
is unchanged: their localStorage data survives because the
mismatch check sees the same user_id and doesn't fire — the
logout wipe runs but they re-stamp + re-upload only the
cassandra.user_id and a fresh pie cycle if they choose to upload.

Suite: 221 passed, 5 skipped, 0 failed.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-26 19:14:17 +02:00
410afe0078 stripe: wire checkout, customer portal, and webhook for read.markets
Stripe is the merchant-on-record for read.markets after Polar/Paddle
both declined the financial-media category. This commit lands the
full subscription flow: an "Upgrade" button on /pricing now opens a
real Stripe-hosted Checkout, completes the subscription, and the
webhook flips user.tier to "paid" idempotently.

Endpoints
- POST /api/stripe/checkout (require_auth) — creates a hosted
  Checkout Session in subscription mode, passes user.id as
  client_reference_id + email as customer_email, returns the URL
  for the page-side JS to redirect to. Reuses an existing
  stripe_customer_id to avoid duplicate Stripe customers on repeat
  checkouts. allow_promotion_codes=True so the referral-credit
  redemption can attach a coupon at checkout once that flow ships.
- POST /api/stripe/portal (require_auth) — mints a Stripe Customer
  Portal session. Used by /settings; returns 404 until the user has
  a stripe_customer_id (i.e. completed at least one checkout).
- POST /api/stripe/webhook — signature-verified via
  stripe.Webhook.construct_event. Idempotent via UNIQUE on
  stripe_events.event_id. Event dispatch:
    checkout.session.completed       → grant paid, store IDs
    customer.subscription.created    → grant paid (active/trialing)
    customer.subscription.updated    → grant paid (active/trialing)
    customer.subscription.deleted    → drop to free, clear sub id
    invoice.paid / failed            → audit only
    charge.refunded                  → audit only
  Stripe-SDK objects don't expose dict.get(); we use the SDK for
  signature verification then re-parse the JSON body for handler
  dispatch — cleaner than reaching into StripeObject internals.

Schema (migration 0019)
- users.stripe_customer_id, users.stripe_subscription_id (nullable
  String(64), UNIQUE on customer_id).
- stripe_events table mirroring polar_events: event_id (unique),
  event_type, received_at, processed_at, error, raw payload
  (truncated to 16 KiB).

Settings (.env)
- STRIPE_API_KEY            (rk_test_… for dev, rk_live_… for GA)
- STRIPE_WEBHOOK_SECRET     (whsec_… from the dashboard endpoint)
- STRIPE_PRICE_MONTHLY      (price_xxx for £7/month)
- STRIPE_PRICE_ANNUAL       (price_xxx for £70/year)

Pricing page
- Free tier CTA unchanged.
- Paid CTA branches three ways: paid → "Manage subscription" to
  /settings; logged-in free → two buttons (£7/mo, £70/yr) that POST
  to /api/stripe/checkout and redirect; anonymous → /login?next=/pricing.
- Inline JS intercepts the button click, calls the checkout
  endpoint, redirects on success, surfaces errors via alert(). No
  Stripe.js dep — we use the hosted-checkout URL directly.

Polar handler stays in place for berengar.io / flyroom.net which
still ship through Polar. polar_* and stripe_* columns coexist
independently on the User row.

Tests
- 9 in tests/test_stripe_billing.py covering: bad signature → 401,
  missing signature → 400, checkout.session.completed flips tier +
  stores IDs, subscription.updated active grants paid,
  subscription.deleted drops to free with customer id preserved,
  replayed event id is no-op (one row in stripe_events),
  unknown event acked 200, checkout endpoint mocks the SDK and
  returns the hosted URL, checkout requires login.
- Full suite: 221 passed, 5 skipped.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-26 18:45:13 +02:00
6c13f855e9 polar: build /api/polar/webhook handler
Standalone router for inbound Polar (merchant-of-record) deliveries.
No bearer-token dep — authenticity comes from the Standard Webhooks
HMAC instead. Wired up so it's safe to deploy dark: empty
POLAR_WEBHOOK_SECRET makes the endpoint return 503 (loud) rather than
accept unsigned events.

Behaviour
- Standard Webhooks signature verification: HMAC-SHA256 over
  `{webhook-id}.{webhook-timestamp}.{body}`, base64 secret prefixed
  whsec_, ±5min replay window, constant-time compare against any of
  the space-separated v1 tokens.
- Idempotency via UNIQUE on polar_events.event_id — a replayed
  webhook-id short-circuits to 200 "duplicate" without re-running.
- Event dispatch table covers the 10 events we subscribed to:
  subscription.{created,active,updated,uncanceled} -> tier=paid +
  persist polar_customer_id / polar_subscription_id.
  subscription.revoked -> tier=free (customer id kept so a resub
  matches the same User row).
  canceled / past_due / order.* / refund.created -> audit only.
- Unknown event types are acked 200 + recorded; we don't want to 4xx
  on something Polar adds in the future and trigger their retry loop.

Schema (migration 0018)
- users.polar_customer_id, users.polar_subscription_id (both nullable
  String(64)); UNIQUE on polar_customer_id so two users can't claim
  the same Polar identity.
- polar_events table: event_id (unique), event_type, received_at,
  processed_at, error, raw payload (truncated to 16 KiB).

Tests
- 7 in tests/test_polar_webhook.py: bad signature -> 401, stale
  timestamp -> 401, missing headers -> 400, subscription.active flips
  tier to paid + stores IDs, subscription.revoked drops to free while
  keeping customer link, replayed webhook-id is no-op, unknown event
  is acked.
- Full suite: 212 passed, 5 skipped.

Operator next steps before saving the webhook in Polar
1. Pull this branch to prod and apply migration 0018.
2. Save the webhook in Polar pointing at
   https://read.markets/api/polar/webhook — Polar will accept the
   save even though our endpoint still 503s (no secret yet).
3. Copy the secret Polar reveals into the prod .env as
   POLAR_WEBHOOK_SECRET=whsec_... and restart the app.
4. Trigger a test event from Polar's dashboard to confirm 200 OK.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-26 17:42:41 +02:00
2297f9b2ed pricing: land £7/£70 paid tier and make behaviour match
Marketing + behaviour pass to get the site ready for Paddle approval.

Pricing page
- £7/month, £70/year headline (was "Coming soon").
- Bigger tier names (was 11px uppercase mono — looked like chips).
- Real CTAs (button base styles were only scoped to .hero__ctas).
- "Best value" badge + drop-shadow on the Paid card; full-width
  block CTAs that align across both cards.
- "Free vs Paid at a glance" comparison table beneath the cards.
- Compact "Invite a friend — both get 50% off for 3 months"
  callout with the detail explanation behind a <dialog> popup.

Tier copy + behaviour now consistent
- Free strategic-log refresh is every 6 hours, not hourly. New
  read-side filter on /api/log/{latest,by-date} restricts free
  users to logs at boundary hours (00/06/12/18 UTC); paid users
  still see the most recent.
- Follow-up chat is paid-only. /api/chat returns 402 for free;
  the chat sidebar on /log is replaced with a locked aside and
  chat.js no longer loads at all for free users.
- Dashboard meta lines + landing copy softened so they no longer
  promise hourly to everyone.

Future-proofing copy on public pages
- Dropped "free forever" wording (we may close the free tier).
- "Trading 212 CSV" became "broker CSV (Trading 212 today; more
  planned)" on pricing + landing; the actual import UIs stay
  T212-specific.

Terms
- Renamed Terms of Service -> Terms and Conditions (Paddle
  expectation), bumped last-updated to 2026-05-26.
- New §6 Refunds covering the 14-day cooling off, post-window
  cancellation, termination-by-us refunds, statutory rights, and
  how to request a refund.
- Renumbered §7-§14 and fixed the disclaimer link labels.

Tests
- 6 new tests in tests/test_chat_and_log_gates.py cover the
  chat 402 + the boundary-hour filter on both log endpoints.
- Full suite: 205 passed, 5 skipped, 0 failed.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-26 11:34:37 +02:00
70cf6148ce pricing: reflect what's actually shipped — add chat, tighten bullets
Audit against the live feature set surfaced one missing entry and a few
soft phrasings:

- Free now lists "Ask follow-up questions on any past log" — the /api/chat
  endpoint has no paid gate (router-level require_token only), so it's
  available to every signed-in user. The landing-page screenshot already
  showed it; the pricing page didn't mention it.

- "Per-group cross-asset summaries" → "Cross-asset indicator panels
  (equities, rates, FX, …) with a one-paragraph AI read on each tab" —
  more concrete about what the user actually sees.

- "Novice / Intermediate reading levels" → spelled out what each does
  (Novice defines jargon; Intermediate is terse).

- Free's exclusion list explicitly includes "Daily email digest" so the
  paid/free distinction reads cleanly without back-and-forth.

- Paid's daily-digest bullet now leads with the word count target
  (~600 words) so the value is concrete, not abstract.

- Encrypted cloud sync bullet now names the actual security model
  (PIN-derived in-browser + server-side outer wrap).

Added a small "Invite a friend" footnote — the credit ledger and invite
link both ship today; the rate kicks in with the payments rollout. Honest
phrasing keeps it from looking like vaporware.

Intro paragraph rewritten to lead with what's free (most of the editorial)
rather than what paid extends, since the free tier is the entry point.
2026-05-26 00:33:23 +02:00
77b867c924 landing: lift screenshots off the page; align feature thumbnails
Two fixes after a visual review:

1. Drop-shadow on every `.shot` so screenshots read as raised elements,
   not part of the page chrome. Soft slate shadow in light mode; deeper
   pure-black shadow + accent-tinted glow on hover in dark mode (the slate
   shadow disappears against the near-black background). The hover state
   also nudges the card up 1px so the lift is felt, not just seen.

2. Vertical alignment of the news / macro / hourly thumbnails inside the
   three feature cards. The cards are already equal-height (grid row,
   default stretch); now `.feature-card__body { flex-grow: 1 }` plus
   `display:flex; flex-direction:column` on the card pushes the body
   text to fill the column, which lands every thumbnail at the same y
   regardless of how much copy sits above it. Fixed 18px gap between
   body text and thumbnail.
2026-05-26 00:29:51 +02:00
4ded3632e9 landing: add product screenshots — hero shot, feature thumbnails, lightbox
Five PNGs at app/static/images/ (renamed from screenshot dumps):
- dashboard.png         — full dashboard hero shot, sits below the hero CTAs
- news-feed.png         — feature-card thumbnail: auto-tagged news feed
- indicators-read.png   — feature-card thumbnail: per-group AI commentary
- strategic-log.png     — feature-card thumbnail: hourly strategic log text
- chat-with-log.png     — "More views" gallery: ask follow-ups against a log

Every screenshot is a <button class="shot"> with data-full + data-caption;
click opens an HTML5 <dialog>-based lightbox. <dialog> handles focus trap,
ESC-to-close, inert background; the backdrop click closes too. Images use
loading="lazy" so the lightbox-only ones don't block first paint.

CSS appended to cassandra.css: .shot, .shot-hero, .shots-grid, .shot__caption,
and .shot-modal (+ ::backdrop). All colours pull from the existing palette
vars so light and dark themes stay coherent.

Total image weight: ~950 KB across all five — acceptable for a marketing
landing page with lazy-loaded thumbnails.
2026-05-26 00:27:02 +02:00
13ea63be5c test: drop stale "pie" assertion from test_default_groups_present
The "pie" indicator group was removed in v0.2 when portfolio composition
moved to live Trading 212 sourcing (see the v0.2 note in
config/portfolio.toml). The test wasn't updated at the time. Suite now
runs cleanly: 199 passed, 5 skipped, 0 failed.
2026-05-26 00:20:01 +02:00
a113a7f3ce test+fix: make the suite run cleanly in the test container
Five fixes uncovered by actually running the suite in docker-compose.test.yml:

1. (real prod bug) PATCH /api/settings/digest mutated principal.user which
   require_token had loaded in a now-closed session — the commit on the
   handler's session persisted nothing. Re-fetch the user via the active
   session before writing.

2. Portable PK type. SQLite only auto-fills `INTEGER PRIMARY KEY`; plain
   BIGINT requires explicit values. Define a `_PK` alias of
   `BigInteger().with_variant(Integer(), "sqlite")` and use it for all 10
   autoincrement primary keys in app/models.py. No prod-schema change
   (MariaDB still gets BIGINT).

3. job_lifecycle's MariaDB GET_LOCK / RELEASE_LOCK is now gated behind
   `dialect.name == "mysql"`, so the test SQLite engine doesn't trip on
   the missing function. Single-process test runs can't race themselves.

4. tests/test_news_window.py seeded Headline rows without `fingerprint`,
   which is NOT NULL — added an `fp-{title}` value per row.

5. tests/test_email_digest_job.py now also patches `llm_configured` to
   True so the job doesn't short-circuit on the missing API key.

6. (test container hygiene) Drop `COPY tests ./tests` from the test stage
   in the Dockerfile — .dockerignore excludes `tests/` (correct: prod
   image must not bake tests), and docker-compose.test.yml bind-mounts
   ./tests at run time anyway.

Suite now: 198 passed, 5 skipped, 1 pre-existing failure
(test_default_groups_present — Phase G dropped the "pie" group from
config/default.toml but the assertion wasn't updated; unrelated to this
branch).
2026-05-26 00:11:18 +02:00
80e2ec53ac test: standalone test container, isolated from the live prod stack
Adds a `test` stage to the Dockerfile (prod deps + pytest + aiosqlite via
the `dev` extras, never shipped) and a docker-compose.test.yml that runs
it under its own Compose project name (`cassandra-test`). The project-name
isolation matters because this host runs prod — a wrong `compose up` would
otherwise recreate the live `app` container; namespaced project means the
test container can't touch any prod container/network/volume.

Tests use an in-memory aiosqlite DB (per tests/conftest.py) so the
container has no MariaDB / Redis dependency and nothing on the prod DB
is observed or mutated.

Also adds aiosqlite to dev extras — tests have always implicitly needed
it (the conftest pins DATABASE_URL to sqlite+aiosqlite:///:memory:); the
declaration was just missing.

Usage:
  docker compose -f docker-compose.test.yml run --rm test
  docker compose -f docker-compose.test.yml run --rm test pytest -k unsubscribe
2026-05-25 23:58:55 +02:00
e338650dfa beta-launch: respect returning-user opt-out + show digest job in ops LEDs
- verify_submit now applies the subscribe checkbox only at first sign-up.
  Returning users keep whatever they set via Settings or the one-click
  unsubscribe link — previously, every login silently re-enrolled them.
- JOB_NAMES gains email_digest_job so the ops footer reflects its health.

Adds tests/test_verify_subscribe.py::test_returning_user_login_preserves_unsubscribe.
2026-05-25 23:33:53 +02:00
5046be915b cli: send-test-digest for previewing digest emails 2026-05-25 23:30:33 +02:00
c6abf23d84 pricing: free=6h news + Sunday digest; paid=24h + daily digest 2026-05-25 23:29:40 +02:00