Giorgio Gilestro
ce36ce36fd
The referral feature was half-built: codes captured, banner shown, counts displayed — but no money flowed when a referred user paid. The Settings page hard-coded "— (D.3)" for Active credits and the marketing copy promised "50% off for 3 months" with nothing behind it. Closing the loop: - New `convert_referral(session, user)` in referral_service.py looks up the user's Referral row, stamps `converted_at` + `credited_at`, and extends `credit_until` by 45 days on BOTH the buyer and the referrer. Idempotent — replayed webhooks and renewals are no-ops. Stacks correctly when the user already has a credit window running (anchors at max(now, current_credit_until) like cli.grant_credit). - Stripe webhook wires this into `_grant_paid`. A captured `first_paid_transition = user.tier != "paid"` gate avoids the DB lookup on every renewal event; convert_referral's own idempotency is the second line of defence. - `_grant_paid` now takes `session` as its first positional arg so the conversion runs inside the same transaction as the tier flip and audit-row write. A mid-flight failure rolls everything back together — no partial state. - Settings page replaces the "— (D.3)" placeholder with the live count of conversions still inside their 45-day credit window, plus a "+N days on your account" hint when the user has any credit of their own (referrer bonus, admin grant, or future refund-as-credit). - Marketing copy on pricing.html + settings.html switches from "50% off for 3 months" to "45 days of paid access" — same economic value, honest about the actual mechanism (full free access rather than discounted billing). Credit-amount rationale: 50% × 3 months ≈ 1.5 months of free service ≈ 45 days. Pure-credit delivery is processor-agnostic, needs no Stripe coupon plumbing, and stacks cleanly across referrals. 7 new tests in test_referral_conversion.py cover the happy path, idempotency, no-referral no-op, credit stacking, deleted-referrer survival, end-to-end webhook → credit landing, and the renewal-event no-double-credit guarantee. Also bundled: the Restore-button class fix from earlier (portfolio.js — the cloud-restore "Restore" submit was unstyled and picked up browser defaults; now uses .settings-btn like the rest of the action-button family). Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com> |
||
|---|---|---|
| alembic | ||
| app | ||
| config | ||
| docs | ||
| tasks | ||
| tests | ||
| .dockerignore | ||
| .env.example | ||
| .gitignore | ||
| alembic.ini | ||
| docker-compose.override.yml | ||
| docker-compose.prod.yml | ||
| docker-compose.test.yml | ||
| docker-compose.yml | ||
| Dockerfile | ||
| pyproject.toml | ||
| README.md | ||
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 (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 /— dashboardGET /portfolio/{name}— portfolio detailGET /news— news feedGET /log— strategic-log archiveGET /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).