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