read.markets/app/templates/dashboard.html
Giorgio Gilestro 47dce1a1a4 compliance: flag-gate AI portfolio + cloud sync + Stripe; de-risk prompts; harden reviewer
Implements docs/read-markets-compliance-changes.md as flag-gated changes
(no deletions) so paused features stay in the tree for future re-enable.
All four flags default False so a fresh deploy is compliance-safe.

- New env flags: PORTFOLIO_AI_ENABLED, PORTFOLIO_SYNC_ENABLED,
  TICKER_UNIVERSE_AGGREGATE_ENABLED, SUBSCRIPTIONS_ENABLED.
- Gates: /api/analyze, /api/portfolio/sync*, /api/stripe/*, /pricing,
  ticker_universe writes, portfolio_analysis.analyse(). is_paid_active()
  returns True for any auth'd user when subscriptions are paused.
- Prompts (PROMPT_VERSION 10): universal _COMPLIANCE_RIDER prepended to
  every system prompt; watch list removed; price-target / close-above-below
  / trigger / forward-state-as-description rules added; SPECULATIVE
  pivoted to regime-only scenarios; daily + weekly digests tightened.
- Reviewer: deterministic regex/lexicon pre-check fail-closed under the
  Haiku call; portfolio rider gated by PORTFOLIO_AI_ENABLED; base prompt
  sharpened for forward-state and MAR forward-opinion patterns;
  ReviewerVerdict audit table; generate_with_review retry helper.
- Migration 0026: purge portfolio_sync + ticker_universe; create
  reviewer_verdicts.
- Copy: MAR cite fixed to Art 3(1)(35) + Art 20 + Del Reg 2016/958;
  portfolio reframed as browser-only viewer in disclaimer / privacy /
  terms / about / pricing / landing (en + it). TODO(legal) marker for
  lawyer sign-off on disclaimer.
- Tests: 13 lexicon + 6 reviewer compliance regressions; conftest enables
  all flags so existing 402 tests still cover their code paths.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-29 19:57:12 +02:00

140 lines
5.9 KiB
HTML

{% extends "base.html" %}
{% block title %}{{ BRAND_NAME }} · Dashboard{% endblock %}
{% block main %}
<div id="dash-header-container"
style="grid-column: 1 / -1;"
hx-get="/api/summary/aggregate?as=html"
hx-trigger="load, every 300s, tone-changed, lang-changed"
hx-swap="innerHTML">
<div class="empty">loading aggregate read…</div>
</div>
<section id="indicators-panel" class="panel">
<div class="panel-header">
<span class="title">Indicators</span>
<span class="meta">{% if anchor %}anchor {{ anchor }} · {% endif %}ingest hourly @ :05 UTC</span>
</div>
<div class="group-tabs" id="group-tabs">
{% for g in groups %}
<button
class="{% if loop.first %}active{% endif %}"
hx-get="/api/indicators/{{ g }}?as=html"
hx-target="#indicators-body"
hx-trigger="click"
onclick="document.querySelectorAll('#group-tabs button').forEach(b=>b.classList.remove('active'));this.classList.add('active')"
>{{ g }}</button>
{% endfor %}
</div>
<div id="indicators-body"
class="panel-body panel-body--scroll"
hx-get="/api/indicators/{{ groups[0] }}?as=html"
hx-trigger="load, tone-changed, lang-changed"
hx-swap="innerHTML">
<div class="empty">loading…</div>
</div>
</section>
<script>
// Auto-refresh the *currently selected* group every 60s by simulating a
// click on the active tab. Replaces the hard-coded `every 60s` on
// #indicators-body which always re-fetched groups[0].
setInterval(function () {
var active = document.querySelector('#group-tabs button.active');
if (active) active.click();
}, 60000);
</script>
<section id="portfolio-panel" class="panel">
<div class="panel-header">
<span class="title">Portfolio</span>
<button type="button" id="pf-edit-btn" class="pf-edit-btn"
title="Add or remove positions" aria-pressed="false">
<svg width="14" height="14" viewBox="0 0 24 24" fill="none"
stroke="currentColor" stroke-width="2" aria-hidden="true">
<path d="M12 20h9"/>
<path d="M16.5 3.5a2.121 2.121 0 1 1 3 3L7 19l-4 1 1-4L16.5 3.5z"/>
</svg>
<span class="pf-edit-btn__label">Edit</span>
</button>
<button type="button" id="pf-done-btn" class="pf-done-btn" hidden>Done</button>
</div>
<div class="panel-body">
<div id="pf-add-form" class="pf-add" hidden>
<div class="pf-add__line">
<span class="pf-add__prompt" aria-hidden="true">$</span>
<input type="text" id="pf-add-ticker" class="pf-add__ticker"
autocomplete="off" spellcheck="false" maxlength="32"
placeholder="ticker">
<span id="pf-add-ticker-status" class="pf-add-status"></span>
<span class="pf-add__div" aria-hidden="true"></span>
<input type="number" id="pf-add-qty" class="pf-add__num pf-add__num--qty"
min="0" step="any" placeholder="qty">
<span class="pf-add__at" aria-hidden="true">@</span>
<input type="number" id="pf-add-cost" class="pf-add__num pf-add__num--cost"
min="0" step="any" placeholder="cost">
<span id="pf-add-cost-currency" class="pf-add-currency"></span>
<button type="button" id="pf-add-date-btn" class="pf-add__icon"
title="Use a buy date to auto-fill cost" aria-label="Pick buy date">
<svg width="12" height="12" viewBox="0 0 24 24" fill="none"
stroke="currentColor" stroke-width="2" aria-hidden="true">
<rect x="3" y="4" width="18" height="18" rx="2" ry="2"/>
<line x1="16" y1="2" x2="16" y2="6"/>
<line x1="8" y1="2" x2="8" y2="6"/>
<line x1="3" y1="10" x2="21" y2="10"/>
</svg>
</button>
<input type="date" id="pf-add-date" class="pf-add__date" hidden>
<button type="button" id="pf-add-submit" class="pf-add__submit"
disabled aria-label="Add position" title="Add position">+</button>
</div>
<div class="pf-add__notes">
<span id="pf-add-date-status" class="pf-add-status"></span>
<span id="pf-add-warning" class="pf-add-warning" hidden></span>
</div>
<p class="pf-add__hint">
Type a symbol, then quantity and cost &mdash; or use the calendar
to fill cost from a buy date &mdash; then <kbd>+</kbd> to add.
<kbd>&times;</kbd> next to an existing row removes it.
</p>
</div>
<div id="pf-mount"
data-ai-enabled="{{ 'true' if PORTFOLIO_AI_ENABLED else 'false' }}"
data-sync-enabled="{{ 'true' if PORTFOLIO_SYNC_ENABLED else 'false' }}">
<div class="empty">loading…</div>
</div>
</div>
</section>
<script src="{{ url_for('static', path='/js/portfolio-sync.js') }}?v={{ ASSET_VERSION }}" defer></script>
<script src="{{ url_for('static', path='/js/portfolio.js') }}?v={{ ASSET_VERSION }}" defer></script>
<script src="{{ url_for('static', path='/js/portfolio_edit.js') }}?v={{ ASSET_VERSION }}" defer></script>
<section id="log-panel" class="panel">
<div class="panel-header">
<span class="title">Strategic Log</span>
<span class="meta">
{% if paid %}refreshed hourly @ :20 UTC{% else %}refreshed every 6 hours &middot; <a href="/pricing">hourly on Paid</a>{% endif %}
</span>
</div>
<div class="panel-body"
hx-get="/api/log/latest?as=html"
hx-trigger="load, every 300s, tone-changed, lang-changed"
hx-swap="innerHTML">
<div class="empty">awaiting first log…</div>
</div>
</section>
<section id="news-panel" class="panel">
<div class="panel-header">
<span class="title">Flash News</span>
<span class="meta">
{% if paid %}last 24h &middot; ingest hourly @ :10 UTC{% else %}last 6h &middot; <a href="/pricing">full 24h on Paid</a>{% endif %}
</span>
</div>
<div class="panel-body panel-body--scroll"
hx-get="/api/news?as=html&limit=40"
hx-trigger="load, every 60s, tags-changed"
hx-swap="innerHTML">
<div class="empty">loading…</div>
</div>
</section>
{% endblock %}