The /api/analyze flow previously read principal.user.lang from the
DB on every request and ignored anything the client might send. That
races the language toggle's PATCH: a user can flip the toggle and
click Generate/Regenerate before the PATCH /api/settings/language
hits the DB, so the analysis is sent with the OLD persisted lang
while the toggle visually reads as the new one. From the user's POV
the analysis comes back in the wrong language.
Frontend portfolio.js now reads the live #lang-toggle data-lang
attribute (the same source the UI itself uses) and includes it in
the /api/analyze body. The dataset attribute is updated optimistically
by cassandraSetLang() before the PATCH fires, so it always reflects
what the user is looking at.
Backend universe.py prefers payload["lang"] when present and falls
back to user.lang otherwise — older clients (scripts, direct curl)
that don't send anything still get the DB-stored preference. The
resolution path is logged so we can confirm in prod which lang
actually drove a given request.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Two small UX changes to the portfolio panel:
1. "Forget this pie" is destructive enough to belong in edit-mode
only. The button now hides by default and only surfaces when the
#portfolio-panel.pf-editing class is on the panel (same surface
that already shows per-row × and the add-position form). The
element stays in the DOM so the existing click handler keeps
working without re-mount.
2. "Generate AI analysis" disappears once an analysis exists. In its
place a small "Regenerate" button is rendered inside the
collapsible analysis box — in the summary header, right-aligned
next to the timestamp. The button stops the summary's default
toggle action so a click regenerates without collapsing the
panel. runAnalysis() now tolerates either pf-analyze or pf-regen
as the trigger, and showAnalysis() takes an optional
onRegenerate callback so callers can wire the button to the
current pie/enriched closure context. Re-hydration after the
60s portfolio refresh passes the same callback so the button
survives a refresh cycle.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Two small fixes to the dashboard right column based on user feedback:
1. layout.css — drop align-self:start from #log-panel.
The panel previously shrank to its content, leaving the right-hand
column visually shorter than the indicators+portfolio stack on the
left. Removing the override lets the grid stretch the panel to the
full row span so the two columns now bottom-align. The log content
still sits at the top of the panel; any extra height is empty
padding inside the box.
2. portfolio.js — re-hydrate AI analysis expanded.
The 60s auto-refresh rebuilds the portfolio mount and re-attaches
the previously-generated analysis from localStorage, but the
<details> element was re-attached with open:false — collapsing it
under the user's cursor every minute. Users reasonably perceived
that as "the analysis disappeared". Hydrate as open:true so the
body stays visible; the user can still click the summary to
collapse manually within a refresh window.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
The portfolio table is rendered client-side in portfolio.js (not by
the partials/portfolio.html Jinja template, which is unused for this
view). The previous commit's mobile-hide class made it into the
template but never reached the actual DOM. Adding the class to the
JS-emitted <th> and <td> strings so .dense .mobile-hide { display:
none } actually picks them up at ≤480px.
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.
The .app-footer rule was kept "for /api/health" but the health page
doesn't reference it. #submit-btn and .form-row were leftovers from
the removed upload page. .pf-restore had a class attribute in
portfolio.js but no CSS rule — dropped the class attribute too.
Also removed the @media (prefers-color-scheme: dark) block — the
dashboard JS always sets data-theme so the media query was unreachable.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
- chat.js: pending indicator class was wrong (.pending instead of
chat-msg--pending) so the … waiting message never got italic/dim
- settings.html + cassandra.css: three invented CSS vars (--panel-bg,
--ok, --surface-1) had hardcoded fallbacks that broke dark mode;
replaced with real tokens (--surface, --positive)
- cassandra.css: .pf-secondary was scoped to .pf-actions but used
standalone in 4 places (sync modal, disable-sync, import cancel,
forget-pie button) — hoisted to a top-level selector
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Two related polishes:
- The add form was auto-shown by the empty-state path so brand-new
users would see something to act on. That conflicts with the user's
preference for "Edit always toggles the form, no other path." The
empty state now shows guidance copy ("click edit to add one")
instead. exitEditMode always hides the form too.
- The submit "add" word-button is replaced by a square accent-bordered
+ glyph (26×26). Matches the visual weight of the calendar ghost
next to it but stays in the accent colour so it reads as primary.
Adds a tiny active-state scale tick for tactile feedback.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
A single-quoted string literal "couldn't validate" was breaking the
parse because the apostrophe wasn't escaped. The page logged a syntax
error and none of the edit-mode JS ran. Backslash-escape it.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Two interlocking bugs surfaced after the design pass:
1. CSS `display: inline-flex` on .pf-edit-btn/.pf-done-btn overrode the
UA's `[hidden] { display: none }`, so the JS toggling `editBtn.hidden`
had no visual effect — both buttons rendered side by side.
2. portfolio.js's empty-state path sets `form.hidden = false` but the
populated-portfolio render path only removed the `pf-empty` class; it
never reset `form.hidden = true`. So once a user went through the
empty state, the add form stuck around — leaving the Add button
visible on a populated dashboard.
Fixes are surgical: add an explicit `[hidden]` rule for the two
header pills, and re-hide the form in `renderPanel` unless edit mode
is currently active (so we don't yank the form out from under an
edit-in-progress).
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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>
- 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>
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>
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>
Adds an 8-byte HKDF fingerprint of the current pepper to portfolio_sync
rows. On fetch, a mismatch surfaces as 410 Gone (distinct from genuine
GCM corruption → 500), and the UI silently cleans up the dead row and
shows a soft "please re-import" notice instead of a confusing PIN
re-prompt. Legacy rows (pepper_fp NULL) are probed optimistically and
backfilled on success.
Also fixes a latent bug in unwrap(): AESGCM.decrypt args were swapped
(ct, nonce instead of nonce, ct), so restore-from-cloud always failed
even when the pepper was correct.
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>
