Commit graph

5 commits

Author SHA1 Message Date
f326b41a08 sync: encrypted cloud backup for portfolios + settings UX rework
Adds opt-in client-side-encrypted portfolio sync (paid). Browser
PBKDF2(PIN) → AES-GCM, server HKDF(pepper, user_id) outer wrap;
server stores opaque bytes only. Sliding-window rate limit on GET.

  - new portfolio_sync table (migration 0015)
  - POST/GET/DELETE /api/portfolio/sync + /status
  - app/services/portfolio_sync.py crypto + rate limit
  - app/routers/sync.py paid-gated
  - app/static/js/portfolio-sync.js WebCrypto wrapper
  - settings page: enable/disable + PIN modal
  - PORTFOLIO_SYNC_PEPPER setting (warn on startup if missing)

Settings + import rework:

  - /upload merged into /settings#import (legacy route 302s)
  - drop CSV → auto-parse → preview → Import only / Import & sync
  - nav slimmed to Dashboard / News / Log
  - Settings + Logout moved to a user dropdown
  - brand logo links to /

Collateral fixes:

  - settings 500: re-fetch User in current session before mutating
    referral_code (assign_code_if_missing was refreshing a User
    loaded in the auth dep's now-closed session)
  - csv_import: distinct error for unfunded T212 pies (all qty=0)
  - db.py: drop pool_pre_ping (aiomysql 0.3.2 incompat); pin
    isolation_level=READ COMMITTED to avoid gap-lock deadlocks
  - alembic env: disable_existing_loggers=False so in-process
    migrations don't silence uvicorn's loggers
  - docker-compose.override.yml: dev-only volume mount + --reload

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-23 16:15:54 +02:00
824d849c63 brand: rename product to "Read the Markets" (read.markets)
The product is now "Read the Markets" served at https://read.markets,
with the app at https://app.read.markets. "Cassandra" survives only as
the in-product AI persona (system prompt + "Ask Cassandra" chat label).

Centralised the brand in app/branding.py: BRAND_NAME, BRAND_SHORT,
DOMAIN, SITE_URL, APP_URL, EMAIL_FROM_DEFAULT. Jinja templates pull
{{ BRAND_NAME }} via globals registered in templates_env.py; Python
code reads branding.BRAND_NAME directly. The future-rename surface
is now a one-liner.

Updated: FastAPI app title, every page title (dashboard, news, log,
settings, upload, login, verify), header brand div, auth-card brands,
OTP email subject + HTML + plain-text bodies (incl. uppercase header
tag), OpenRouter X-Title + HTTP-Referer attribution headers, README.
Email tests now assert against branding.BRAND_NAME rather than the
literal string.

Internal identifiers deliberately kept on the legacy "cassandra" name
to avoid invalidating live sessions / advisory locks / configs:
cookies (cassandra_session, cassandra_pending) + itsdangerous salts,
MariaDB GET_LOCK keys, CASSANDRA_TOKEN env var, cassandra.css filename,
pyproject package name, localStorage prefs, outbound User-Agent strings.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 19:39:38 +01:00
6e7f57c6b2 phase G: data minimisation + passwordless auth + DeepSeek-first LLM
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>
2026-05-18 14:16:57 +01:00
480fd311c5 phase A: user accounts + session-cookie auth
Replaces the static bearer-token gate with a real auth boundary. The
existing CASSANDRA_TOKEN path is retained as an admin / scripting escape
hatch — kept compatible by aliasing require_token to require_auth.

- New users table (migration 0007): email, argon2 password_hash, tier,
  email_verified (declared but not enforced until phase E), settings_json
  for the tone/analysis/anchor knobs we'll wire in phase D.
- app/services/auth_service.py: argon2-cffi password hashing with timing-
  attack-resistant authenticate() (always runs a hash verify even on
  unknown-email to deny a username-enumeration oracle).
- app/auth.py rewritten: require_auth returns a CurrentUser with either
  is_admin=True (bearer path) or a User object (session path). Failing
  requests get 303 → /login for HTML, 401 for API. Sessions signed with
  itsdangerous against CASSANDRA_SESSION_SECRET; 14-day TTL.
- app/routers/auth.py: /login, /signup, /logout. Login form preserves the
  ?next=… param for redirect-after-login. Signup respects a new
  CASSANDRA_SIGNUP_ENABLED flag.
- Standalone /login + /signup templates (no app chrome). base.html grows
  a user chip + logout link in the header (reads request.state.current_user).

Phase A's main known limitations are documented in the plan: email
verification is declared but not enforced; session revocation is
best-effort (cookie-only, not DB-backed). Both land in phase E.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-16 11:12:10 +01:00
a10409c02b 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>
2026-05-15 21:56:10 +01:00