Header layout was visibly broken on desktop after the mobile-drawer
change: flex space-between distributed brand, BETA, tone-toggle, nav
and header-right across the bar, so BETA drifted away from the brand
wordmark and the tone-toggle landed in the middle of the row.
Markup: brand + BETA are now wrapped in .header-left so they ride
together. The tone-toggle moves back inside .header-right next to
theme + lang where it logically belongs. CSS: the header switches to
grid (1fr auto 1fr) on desktop, which truly centres the nav regardless
of side-group widths. The mobile @media block reverts to flex so the
hamburger + slide-out drawer still work.
Toggle redesign (tone, theme, language):
- The single-button theme widget becomes a Light | Dark segmented
control matching the other two so all three read as one cluster.
cassandraToggleTheme is replaced by cassandraSetTheme(theme), the
toggle's data-theme attribute is synced on page load.
- All three share one CSS rule set: same padding, font, border, and
a min-width so the active-only width matches the expanded width
(no layout jump on hover).
- On hover-capable devices each toggle collapses to just the active
option; hovering (or keyboard focus-within) reveals both. Touch
devices keep both visible — the @media (hover: hover) gate handles
that and the mobile-drawer block overrides it explicitly so the
drawer-stacked controls remain full-width with both options shown.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
User reported phone still showing old behaviour (Qty/Avg portfolio
columns visible) even though the server-side JS had been updated.
Root cause: every <link>/<script> URL was a plain
/static/css/foo.css with no query string, so mobile Chrome served
the file from its HTTP cache rather than refetching it.
Adds a process-startup timestamp to the Jinja environment as
ASSET_VERSION (computed once when templates_env is imported). Every
<link>/<script> reference now appends `?v={{ ASSET_VERSION }}` so a
container restart bumps the URL and the browser refetches. 38 URLs
across 8 templates updated via sed; tests still pass.
Side benefit: future CSS/JS edits no longer require users to hard-
refresh.
≤480px gets a hamburger button in the topbar and a fixed slide-out
panel from the right edge (width min(82vw, 320px)). The topbar keeps
only brand + tone toggle + hamburger visible; nav and the
header-right widgets (theme, lang, user menu, version meta) move
into the drawer.
Markup change: nav and .header-right are now wrapped in
.mobile-drawer, which is display:contents on desktop (no layout
effect) and a fixed translateX panel on mobile. The user-menu
dropdown chip hides on mobile and its links surface flat inside the
drawer.
JS: ~50 lines of vanilla. Tap hamburger / backdrop / ESC / swipe-
right-on-drawer all close. Clicking a nav link inside the drawer
closes it after the navigation kicks off so the panel doesn't linger
on the next page.
CSS: per-file @media block at the bottom of layout.css per the
agreed-upon organisation.
Splits the 2571-line cassandra.css into ten focused stylesheets:
tokens (palette + fonts), layout (chrome), panels, dashboard,
portfolio, log-chat, auth, settings, news, public. base.html and
public_base.html load only what they need; auth pages (login,
verify, unsubscribe confirm) load tokens + layout + auth.
Brand drift-detection test repointed at tokens.css (where the
palette now lives). 291 tests still pass.
The theme toggle's onclick attribute held a 140-character inline
IIFE that was hard to read amongst the other named-function
handlers in the same header. Promoted it to cassandraToggleTheme()
alongside cassandraSetTone / cassandraSetLang.
Two issues addressed:
1. The /settings language <select> was unstyled — .settings-select and
.settings-status classes didn't exist, so the dropdown rendered
with full native browser chrome and clashed visually with the rest
of the panel. Added a terminal-aesthetic select: transparent
background, 1px var(--border), custom chevron via crossed
linear-gradients, accent border on focus/hover. Disabled options
(ES/FR/DE 'coming soon') render in --dim.
2. Added a compact EN | IT pill in the topbar next to the theme
toggle, mirroring the .tone-toggle visual rhythm. Shown only when
a user is signed in (admins skipped). Optimistic UI: clicking
flips the pill immediately, PATCHes /api/settings/language, and
reverts on failure. On /log specifically the page reloads so the
user sees the localized version of the strategic log right away.
The /settings dropdown still surfaces all five languages (with ES/FR/DE
disabled) for visibility; the topbar pill keeps to the two active
languages to stay compact.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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>
Adds the unauthenticated surface that's needed to invite outsiders:
- Landing (/) — dual-purpose root: dashboard for logged-in users,
landing for everyone else. New maybe_current_user soft-auth helper
in app/auth.py supports it without disturbing the per-route
require_token deps on /news, /log, /upload, /settings.
- About, Pricing, Disclaimer, Terms, Privacy — own router
(app/routers/public.py), no auth dep, shared public_base layout
(brand link, thin nav, footer with legal links + ICO ref + date).
- Editorial positioning: news aggregator with a macro brain; tagline
"Understand markets. Don't gamble on them."; anti-trading-as-gambling
stance carried through About and Landing.
Legal pass following an independent lawyer-style review:
- Privacy: explicit UK-GDPR Art. 6 lawful-basis section; Art. 22
automated-decision line; explicit consent for sessionStorage sync
key (PECR); 30-day IP-log retention; Art. 21 objection right;
Children clause; Art. 33/34 breach-notification clause;
international-transfer mechanism (IDTA + UK Addendum). ICO
registration ZC098928 surfaced at the top.
- Pricing: paid-card AI-portfolio-analysis bullet rewritten to remove
advice-shaped wording ("what would invalidate the posture" gone);
added italic carve-out citing FSMA / FCA COBS.
- Disclaimer: separate EU/EEA carve-out + MAR 596/2014 Art. 3(1)(34)
commentator safe-harbour; "qualifies the Terms" line; hallucination
wording fixed.
- Terms: cl.4 explicit AI-training prohibition + harassment line;
cl.5 CCR 2013 14-day cancellation; cl.7 softened AI copyright
claim under CDPA s.9(3) ambiguity; cl.8 proportionate suspension +
pro-rata refund for paid users; cl.10 CRA 2015 Pt 1 statutory-rights
carve-out from the liability cap; cl.11 right to close account on
material change; cl.12 non-exclusive jurisdiction + UK consumer
local courts.
Code-side enforcement of the Privacy claim:
- openrouter.py: outbound OpenRouter calls now carry
X-OR-Allow-Training: false. DeepSeek doesn't expose a per-request
flag; the Privacy page discloses this caveat verbatim.
Apex domain prep:
- branding.APP_URL flipped to https://read.markets (was app.). DNS for
the apex already resolves; pending operator NPM step is a cert that
covers the bare apex + a 301 from app.read.markets. No hard-coded
subdomain references remain in code (verified with grep).
Nav + chrome:
- app dropdown gains Pricing / Terms / Privacy / Disclaimer links.
- login.html gains a small legal-links footer for the
highest-leverage moment to surface them.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
- dashboard grid: explicit "header" area as the first row so the
aggregated read panel renders at the top instead of being
auto-placed after the named areas.
- indicators: hide rows flagged stale (older than the group's
freshness threshold). Server still computes stale_symbols;
rendering can be re-enabled by removing the
`{% if not is_stale %}` wrapper in indicators.html.
- /log: add tone-changed to #log-content's hx-trigger and include
it in cassandraSetTone's selector list — toggling Novice /
Intermediate on the Log page was previously a no-op.
- prompts: bump PROMPT_VERSION 7→8. Strengthen the rational-vs-
irrational framing in the strategic-log system prompt from
aspirational to mandatory ("a paragraph without both lenses must
be rewritten"). Require the same lens in the per-group summary,
cross-asset aggregate, and portfolio commentary overrides.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Swaps the role of `:root` (now light) and the data-theme attribute
(now `[data-theme="dark"]`) in cassandra.css, flips the localStorage
fallback from 'dark' to 'light' in base/login/verify templates, and
updates the theme-toggle label and the branding-consistency test
selectors to match.
Existing users with cassandra.theme=dark in localStorage still see
dark — their explicit preference wins. Only first-time visitors and
users with no stored preference shift to light.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Lays the billing-prep spine before Paddle lands in D.3.
D.1 — referrals
- users.referral_code: unique 8-char URL-safe code (alphabet excludes the
ambiguous 0/O/1/I/L). Generated lazily on first /settings hit so existing
accounts pick one up without a backfill migration.
- users.referred_by_user_id + new referrals audit table (referrer,
referred, created_at, converted_at, credited_at). converted_at /
credited_at stay null until D.3 fills them via the Paddle webhook.
- POST /login accepts ?ref=<code>; the code rides on the signed
pending-verify cookie so it survives the GET → POST → /verify hop.
- /settings page: email, tier badge, referral code chip + invite link
with one-click copy, pending/converted/active-credits stats grid.
Settings nav link added to the top bar.
Reward shape: when the referred user makes their first paid Paddle
subscription, both they and the referrer get 50% off for 3 months.
(D.3 wires the actual credit application via the Paddle webhook.)
D.2 — paid-access gate
- users.credit_until: timestamp until which a free-tier account has
paid-tier access. Null = no credit. Populated by admin CLI now and the
D.3 webhook later.
- app.services.access exposes paid_status(user) → PaidStatus dataclass
(active / source / expires_at / days_remaining), is_paid_active() with
admin-bearer-token bypass, and a require_paid FastAPI dependency that
raises 402 Payment Required for free-tier callers.
- POST /api/analyze (portfolio AI commentary) gated behind require_paid.
- Settings page surfaces credit window when active ("free · credit · N
day(s) remaining (expires YYYY-MM-DD)") and the upgrade hint when not.
- Admin CLI: python -m app.cli {grant-credit,revoke-credit,show-status}.
grant-credit is idempotent — extends from max(now, current expiry) so
re-running the command never erodes an existing grant.
Migrations 0013 (referrals) and 0014 (credit_until). Tests cover the
paid-status truth table, code generation + normalisation, CLI argument
parsing, and the pending-cookie ref roundtrip (29 new tests).
- Move news_job from hourly to 3x/hour (cron 10,30,50), with a CadencePolicy
gate that throttles to active hours (07-21 UTC weekdays at 20 min), off-hours
(3 h), weekends (6 h). Keeps the daytime feed fresh without spamming RSS
sources overnight.
- Tag each headline on ingestion via DeepSeek (BATCH_SIZE=25, max_tokens=4000,
json.JSONDecoder().raw_decode + per-row regex recovery for resilient parsing).
Vocabulary: 16 tags including new EU / USA / AI / Conflict. NULL tags are
picked up automatically on the next news_job run, so back-tagging is implicit
rather than a separate migration step.
- Tag UI: pill bar above the feed with off → include → exclude cycle on click;
shift-click jumps straight to exclude. State persists in localStorage and is
injected into /api/news requests via htmx:configRequest. Per-row chips sit to
the right of the headline (new 5-column grid: age | source | title | tags |
UTC) so vertical density stays high.
- Strategic log header bug: model was hallucinating "(Updated 21:30 UTC)" in
future tense. Bumped PROMPT_VERSION 6→7, added explicit ban on time-of-day
clauses, and supply the actual current UTC time in the user prompt so the
model has no need to invent one.
Migration 0012 adds headlines.tags (JSON, nullable). Tests cover vocabulary
integrity, validation/normalisation, and the JSON-recovery parser (17 tests).
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>
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>
Completes Phase B. The full alternative-onboarding flow is now end-to-end:
drop a T212 pie CSV → parser → InstrumentMap resolver → PortfolioSnapshot
+ Position rows, all without ever asking the user for broker credentials.
- persist_pie() in app/services/csv_import.py: takes a ParsedPie, resolves
each Slice via InstrumentMap, writes Portfolio + Snapshot + Position
rows. Unmapped slices are still persisted using their CSV values and
surfaced in the response for the UI to warn about.
- POST /api/portfolios/upload: multipart endpoint accepting CSV file +
optional portfolio_name + currency. 2 MiB cap. Returns import summary.
- /upload page with drag-drop dropzone, file input fallback, and inline
result panel showing invested/value/result + unmapped-slice warnings.
- New "Import" link in the header nav.
Verified end-to-end against the real T212 export: all 13 positions land
with correct T212 tickers (incl. FPp_EQ for the Paris TotalEnergies
listing the heuristic resolver picks), zero unmapped slices, totals
reconcile to the penny.
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>
