read.markets/README.md
Giorgio Gilestro 824d849c63 brand: rename product to "Read the Markets" (read.markets)
The product is now "Read the Markets" served at https://read.markets,
with the app at https://app.read.markets. "Cassandra" survives only as
the in-product AI persona (system prompt + "Ask Cassandra" chat label).

Centralised the brand in app/branding.py: BRAND_NAME, BRAND_SHORT,
DOMAIN, SITE_URL, APP_URL, EMAIL_FROM_DEFAULT. Jinja templates pull
{{ BRAND_NAME }} via globals registered in templates_env.py; Python
code reads branding.BRAND_NAME directly. The future-rename surface
is now a one-liner.

Updated: FastAPI app title, every page title (dashboard, news, log,
settings, upload, login, verify), header brand div, auth-card brands,
OTP email subject + HTML + plain-text bodies (incl. uppercase header
tag), OpenRouter X-Title + HTTP-Referer attribution headers, README.
Email tests now assert against branding.BRAND_NAME rather than the
literal string.

Internal identifiers deliberately kept on the legacy "cassandra" name
to avoid invalidating live sessions / advisory locks / configs:
cookies (cassandra_session, cassandra_pending) + itsdangerous salts,
MariaDB GET_LOCK keys, CASSANDRA_TOKEN env var, cassandra.css filename,
pyproject package name, localStorage prefs, outbound User-Agent strings.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 19:39:38 +01:00

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1.9 KiB
Markdown

# 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:
- Landing: <https://read.markets>
- App: <https://app.read.markets>
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
```bash
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).