Giorgio Gilestro
47dce1a1a4
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>
94 lines
3.4 KiB
Python
94 lines
3.4 KiB
Python
"""Shared Jinja2 environment with custom filters for the dashboard.
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Imported by both routers/pages.py and routers/api.py so the filters are
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registered exactly once."""
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from __future__ import annotations
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import time
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from pathlib import Path
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from fastapi.templating import Jinja2Templates
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from markupsafe import Markup, escape
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from app import branding
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from app.config import get_settings
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from app.services.glossary import wrap_glossary
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# Cache-busting token for static assets. Computed once at import time
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# (i.e. process startup), so every container restart yields a fresh
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# value and browsers refetch CSS/JS instead of serving stale cache.
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# Templates append `?v={{ ASSET_VERSION }}` to every static URL.
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ASSET_VERSION = str(int(time.time()))
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TEMPLATE_DIR = Path(__file__).resolve().parent / "templates"
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def _fmt_price(v: float | None) -> str:
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"""Format a price in a way that's readable in dense terminal tables.
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Avoids scientific notation for large round numbers (FTSE 25,962, not 2.596e+04)
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and keeps enough precision for FX rates like 0.8725 EUR/GBP."""
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if v is None:
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return "—"
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av = abs(v)
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if av >= 1000:
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return f"{v:,.2f}"
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if av >= 10:
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return f"{v:.2f}"
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if av >= 1:
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return f"{v:.4f}"
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return f"{v:.4f}"
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def _fmt_signed(v: float | None, decimals: int = 2) -> str:
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if v is None:
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return "—"
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return f"{v:+,.{decimals}f}"
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def _fmt_money(v: float | None) -> str:
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if v is None:
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return "—"
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return f"{v:,.2f}"
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def _glossary_filter(value, tone: str | None = None):
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"""Wrap glossary terms in NOVICE-mode AI content. Returns Markup so
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Jinja won't re-escape the inserted <span> tags. Plain-text inputs are
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HTML-escaped first; already-Markup inputs (e.g. log.content_html) are
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treated as HTML and passed through wrap_glossary unchanged."""
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if value is None:
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return Markup("")
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if isinstance(value, Markup):
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html = str(value)
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else:
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html = str(escape(value))
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if (tone or "").upper() != "NOVICE":
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return Markup(html)
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return Markup(wrap_glossary(html, tone=tone))
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templates = Jinja2Templates(directory=str(TEMPLATE_DIR))
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templates.env.filters["price"] = _fmt_price
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templates.env.filters["signed"] = _fmt_signed
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templates.env.filters["money"] = _fmt_money
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templates.env.filters["glossary"] = _glossary_filter
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# Brand globals — every template that prints a product name should pull
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# from these so a future rename is a one-liner in `app/branding.py`.
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templates.env.globals["BRAND_NAME"] = branding.BRAND_NAME
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templates.env.globals["BRAND_SHORT"] = branding.BRAND_SHORT
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templates.env.globals["SITE_URL"] = branding.SITE_URL
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templates.env.globals["APP_URL"] = branding.APP_URL
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templates.env.globals["TAGLINE"] = branding.TAGLINE
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templates.env.globals["LEGAL_OPERATOR"] = branding.LEGAL_OPERATOR
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templates.env.globals["OPERATOR_EMAIL"] = branding.OPERATOR_EMAIL
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templates.env.globals["OPERATOR_JURISDICTION"] = branding.OPERATOR_JURISDICTION
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templates.env.globals["BETA_MODE"] = get_settings().BETA_MODE
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# Compliance feature flags — read once at startup (templates restart with the
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# app). See app.config.Settings for semantics.
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_s = get_settings()
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templates.env.globals["PORTFOLIO_AI_ENABLED"] = _s.PORTFOLIO_AI_ENABLED
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templates.env.globals["PORTFOLIO_SYNC_ENABLED"] = _s.PORTFOLIO_SYNC_ENABLED
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templates.env.globals["SUBSCRIPTIONS_ENABLED"] = _s.SUBSCRIPTIONS_ENABLED
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templates.env.globals["ASSET_VERSION"] = ASSET_VERSION
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