Previously translate_log_for_active_languages and
translate_summary_for_active_languages added every successful
translation to the session and called session.commit() once at the
end. A single bad row (DB error, constraint violation, encoding
mismatch) rolled back the whole batch — losing all the languages that
had succeeded.
Wrap each row in session.begin_nested() so a per-row failure only
loses that one row. Track succeeded/failed counts and log them at the
end — escalating to error if zero succeeded out of N attempted, so
total failure surfaces in monitoring instead of just N warning lines.
email_service.py was 428 lines covering three different concerns:
SMTP transport, OTP/welcome rendering (tightly coupled — same brand
template + theme), and digest rendering (a totally different shape
of email, different layout, different copy cadence). The two halves
changed at different cadences and made the file noisy to navigate.
Extracted render_digest_email + _DIGEST_HTML_TEMPLATE +
_strip_html_to_text to app/services/digest_email.py. SMTP transport
and the OTP/welcome surface stay in email_service.py.
Import sites updated: email_digest_job and test_email_render now
import render_digest_email from digest_email. The OTP/welcome
import sites (auth router, branding tests, test_email_service) are
untouched.
No behaviour change — pure relocation. Templates byte-identical.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
openrouter.py was 790 lines mixing two orthogonal concerns:
- Prompt engineering (build_system_prompt, build_summary_*,
build_chat_*, build_daily_digest_*, etc.) — ~400 lines, changes
weekly as PROMPT_VERSION bumps
- LLM transport (call_llm, _provider_chain, _call_provider, retry
+ fallback machinery) — ~250 lines, rarely changes
Extracted the prompt-engineering surface to app/services/llm_prompts.py.
Transport stays in openrouter.py (consistent with the filename — the
OpenRouter URL is the transport's anchor).
All import sites (jobs, routers, services, tests) split their
multi-import lines into two: prompt-things from llm_prompts, transport
from openrouter. PROMPT_VERSION constant, _TONE_ALIASES, _resolve_tone,
and SYSTEM_PROMPT moved with the prompt functions.
No behaviour change — pure relocation. Function signatures, body, and
naming all preserved.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Three recently-added tables (strategic_log_translations,
indicator_summary_translations, csv_format_templates) drifted from
the codebase's existing naming convention:
- llm_model -> model
- llm_cost_usd -> cost_usd
- content_md -> content (on the two translation tables; csv_format
doesn't have a content field)
Also added prompt_tokens and completion_tokens to the three tables;
they were silently dropped at write time despite LogResult exposing
them.
All writer call sites (ai_log_job, indicator_summary_job,
llm_csv_parser) and reader call sites (api.py localized helpers)
updated to match. Tests realigned.
Migration 0025 uses batch_alter_table for SQLite compatibility.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
- indicator_summary_job.py imported its own copies of _month_spend and
_latest_quotes_by_group; _market_context.py already exposes these.
Switched to the canonical imports. Also fixed _market_context's
latest_quotes_by_group to actually filter null prices (it claimed to
in its docstring but lacked the WHERE clause).
- api.py duplicated REFERENCE_LINE as CHAT_REFERENCE_LINE — same string,
two sources of truth. Now imports REFERENCE_LINE.
- Chat endpoint used the deprecated `call_openrouter` alias and passed
an explicit `model=` that bypassed the provider chain. Switched to
`call_llm` with default model selection, then removed the alias.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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).
- 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>
Two changes that together cut OpenRouter spend ~50% and give the daily
log temporal awareness.
1. CadencePolicy (app/services/cadence.py): expensive AI jobs only
fire hourly during the EU/US active window (Mon-Fri 07-21 UTC).
Off-hours weekdays throttle to every 4h; weekends to every 12h.
ai_log_job and indicator_summary_job both consult the policy before
doing real work; market/news/portfolio ingest jobs stay hourly
(cheap, no API cost). Skipped runs land in job_runs with status
'skipped' and the throttle reason in error.
2. Update mode for ai_log_job: when an earlier log exists for the
current UTC day, it's passed to the model as 'Earlier log from
today (generated HH:MM UTC)'. The system prompt grows an Update
mode section instructing the model to revise — not restart — and
anchor on what has CHANGED since the earlier draft. The TL;DR
leads with intra-day change when meaningful, the watch list evolves
rather than restarts. PROMPT_VERSION bumped to 5.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
DeepSeek occasionally regurgitates the system prompt verbatim
("Constraints: ≤60 words...", "Example good: ..."). Three-pronged fix:
1. Removed the inline good/bad example blocks from the per-group and
aggregate system prompts — DeepSeek was treating them as templates
to copy. The hard constraints alone are clear enough.
2. Expanded the LEAK_PATTERNS list to catch the prompt-label echoes
that still occasionally slip through ("Key observations:", "The
indicators are:", "Must cite ...", "Should give ...", bare "Key:").
Cleanup now runs up to 6 passes for compound leakage.
3. Added looks_like_leakage() — if the cleaned output still contains
tell-tale phrases ("≤60 words", "instructions:", etc.), the summary
is skipped rather than persisted. Logs a 'leakage_detected' warning
and an ai_calls row with status=leaked so we can see the failure
rate over time. The previous good summary stays visible.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Three new data sources hooked into the existing SOURCES registry. All
open APIs, no keys:
- EUROSTAT: prefix EUROSTAT:dataset?dim=val&... — current EU bond
yields (Bund/OAT/BTP/EZ) and Eurozone economic indicators that
FRED's OECD-mirror series stopped updating in 2022-2023.
- ONS: prefix ONS:topic/cdid/dataset — current UK CPI, unemployment,
GDP, industrial production. Replaces the 5+ month-stale FRED
LRHUTTTTGBM156S mirror.
New indicator groups in default.toml feed the strategic/fundamental
lens we converged on: valuation (CAPE/Buffett anchors), bubble_watch
(SKEW/VVIX/RSP vs SPY/HYG vs TLT/IPO/crypto), economy (multi-region,
ALL current-or-stale-flagged), bonds (UK/EU/US/JPN sovereign yields).
Indicator panel now opens with an AI "read" interpretation per group
(generated hourly at :07 UTC alongside an aggregate cross-group read
shown in the dashboard header). The aggregate is grounded by a markets
strip — NYSE/LSE/Frankfurt/Tokyo/HK/Shanghai with open/closed LEDs and
next-open countdown, computed locally from each exchange's tz.
Other UX bits: indicator-row tooltips populated from TOML notes;
rows whose last observation is >90 days old get a 'stale' chip;
ghost symbols (in DB but no longer in TOML) filtered out of the
panel; Eurostat/ONS symbols display as short codes rather than the
full API path.
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>
