Giorgio Gilestro
6e7f57c6b2
Server no longer holds portfolios. Holdings live in the browser (localStorage); the server publishes an anonymous ticker_universe and a gzipped /api/universe payload identical for every authenticated user, so access patterns can't betray which tickers a user holds. AI commentary is generated ephemerally from the browser-supplied pie and the cost ledger row records no positions. Migrations 0009-0011 added the universe table and dropped positions / portfolio_snapshots / portfolios. Authentication is now e-mail OTP only. Migration 0010 dropped password_hash and email_verified (every active session is by construction proof of email control). The /signup endpoint is gone; signup and login share a single email-entry page. Email rendering is HTML+plain-text multipart with a shared brand palette (app/branding.py) asserted in sync with the CSS by a drift-detection test. LLM provider defaults to DeepSeek-direct (cheaper, api.deepseek.com) with OpenRouter as automatic fallback if DeepSeek fails. ai_log_job and indicator_summary_job now iterate the two tones (NOVICE, INTERMEDIATE) per cycle so the dashboard's tone toggle is instant; PROMPT_VERSION bumped to 6 with an educational anti-TA / anti-gambling stance baked into _CORE. NOVICE mode renders a curated glossary inline (CBOE VIX, yield curve, HY OAS, etc.) with JS-positioned tooltips that survive viewport edges and sticky bars. Model name and tokens hidden from the user UI; still recorded in StrategicLog.model and AICall for admin. Layout adds a sticky top nav, a sticky bottom markets bar (one chip per exchange with status LED + headline index + 1d change), and Phase H feedback reporting is queued in tasks/todo.md. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
65 lines
2 KiB
Python
65 lines
2 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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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.services.glossary import wrap_glossary
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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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