Geopolitical and Macro Analyst for the upcoming big crisis of 2026 https://read.markets
Find a file
Giorgio Gilestro 788563a81f ai: route reviewer through OpenRouter + Claude Haiku 4.5
The DeepSeek-V4-flash reviewer was unreliable in production: it pads
its JSON verdicts with internal chain-of-thought even when the prompt
forbids it, so the verdict gets truncated at any reasonable max_tokens
cap and the parser drops it as malformed (a false-negative verdict
that would purge clean rows). A live run on 50 rows reproduced the
failure on 8 of 12 rejections, even at 800 tokens.

Fix: pin the reviewer call to OpenRouter with anthropic/claude-haiku-4.5.
Haiku answers structured-output classification tersely (no scratchpad
preamble), which means a 300-token cap is comfortably above the
~30-token JSON verdict. Cost is roughly the same (~$0.0001-$0.0003 per
review) and the latency tax is smaller.

To enable the pinned-provider call without disrupting other callers,
call_llm grows an optional `provider` parameter: when set, only that
provider is used (no fallback chain). All existing call sites
default to provider=None and keep the chain behaviour.

REVIEWER_MODEL is read from settings via getattr-with-fallback so an
env override can swap models without code changes — useful if we want
to A/B test against e.g. gemini-2.5-flash later.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-29 13:21:26 +02:00
alembic alembic: make migration chain SQLite-compatible (fresh upgrade) 2026-05-28 00:16:09 +02:00
app ai: route reviewer through OpenRouter + Claude Haiku 4.5 2026-05-29 13:21:26 +02:00
config add ECB Data Portal source; group-aware stale thresholds 2026-05-15 23:13:58 +01:00
docs docs: mobile responsiveness design spec 2026-05-28 18:30:42 +02:00
scripts i18n: stop truncating IT translations + localise the chat sidebar 2026-05-29 11:44:41 +02:00
tasks phase G: data minimisation + passwordless auth + DeepSeek-first LLM 2026-05-18 14:16:57 +01:00
tests ai: route reviewer through OpenRouter + Claude Haiku 4.5 2026-05-29 13:21:26 +02:00
.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 docs: mobile responsiveness design spec 2026-05-28 18:30:42 +02:00
alembic.ini initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
docker-compose.override.yml sync: encrypted cloud backup for portfolios + settings UX rework 2026-05-23 16:15:54 +02:00
docker-compose.prod.yml deploy: uvicorn --proxy-headers so https stays https behind NPM 2026-05-22 21:47:48 +01:00
docker-compose.test.yml test: standalone test container, isolated from the live prod stack 2026-05-25 23:58:55 +02:00
docker-compose.yml deploy: mount app/ + alembic from host in base compose 2026-05-25 12:49:27 +02:00
Dockerfile deps: add requirements.lock for reproducible builds 2026-05-28 00:07:38 +02:00
pyproject.toml stripe: wire checkout, customer portal, and webhook for read.markets 2026-05-26 18:45:13 +02:00
README.md deploy: split compose into base (prod-ready) + dev override 2026-05-22 21:30:28 +01:00
requirements.lock deps: add requirements.lock for reproducible builds 2026-05-28 00:07:38 +02:00

Read the Markets

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

Production:

The Python package is still named cassandra and several internal identifiers (cookie names, advisory-lock keys, CASSANDRA_TOKEN env var, CSS filename) keep the legacy name on purpose — renaming them would invalidate live sessions / locks / configs for no user benefit. See app/branding.py for the brand single-source-of-truth.

Quick start (local dev)

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/  # or whichever CASSANDRA_PORT you set

docker-compose.override.yml is auto-loaded and adds the host port binding so the app is reachable on localhost.

Production (VPS, NPM-fronted)

Always invoke with explicit -f flags — that way the dev override is skipped and the prod overlay (no host port, joins the external intranet Docker network, uvicorn on port 80) is applied:

docker compose -f docker-compose.yml -f docker-compose.prod.yml up -d --build

Point Nginx Proxy Manager at upstream readmarkets-app-1:80.

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).