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Geopolitical and Macro Analyst for the upcoming big crisis of 2026 https://read.markets
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Giorgio Gilestro 40cfb50e37 market-aware AI cadence + incremental log updates 
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>
2026-05-16 10:17:39 +01:00
alembic add Eurostat + UK ONS sources; valuation/bubble/economy/bonds groups; aggregate read; market-open header 2026-05-15 23:07:42 +01:00
app market-aware AI cadence + incremental log updates 2026-05-16 10:17:39 +01:00
config add ECB Data Portal source; group-aware stale thresholds 2026-05-15 23:13:58 +01:00
tests initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
.dockerignore initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
.env.example initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
.gitignore initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
alembic.ini initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
docker-compose.yml initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
Dockerfile initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
pyproject.toml initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
README.md initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00

README.md

Cassandra

Containerised macro-strategy dashboard — hourly market data, RSS news, Trading 212 portfolio, and an AI-generated strategic log. Read-only by design.

Quick start

cp .env.example .env       # fill in API keys; set CASSANDRA_TOKEN if exposing
docker compose up --build  # db + app + scheduler + daily backup sidecar
open http://localhost:8000/

Architecture

  • app (FastAPI + Jinja2 + HTMX) — web dashboard on port 8000
  • scheduler (APScheduler) — hourly ingestion jobs (market, news, portfolio, AI log)
  • db (MariaDB 11) — quotes, headlines, portfolio snapshots, strategic logs, job runs
  • backup (sidecar) — daily mariadb-dump to ./backup/

See /home/gg/.claude/plans/ok-i-think-this-tidy-lake.md for the design plan.

Config

File Purpose
config/default.toml Universal data tables: indicator groups, RSS feeds, keyword presets
config/portfolio.toml User-specific portfolios (overrides default.toml)
.env Secrets and runtime knobs — mounted read-only into containers

Endpoints

  • GET / — dashboard
  • GET /portfolio/{name} — portfolio detail
  • GET /news — news feed
  • GET /log — strategic-log archive
  • GET /api/health — job status (last success / failure per job)

All authenticated routes require Authorization: Bearer $CASSANDRA_TOKEN if the env is set; if unset, the app is open (LAN-only mode).