Giorgio Gilestro
47dce1a1a4
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>
83 lines
3.2 KiB
HTML
83 lines
3.2 KiB
HTML
{# Compliance: portfolio is a neutral composition viewer — report numbers,
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never append a verdict. No "over-concentrated", no "consider X", no colour-
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coded warning badges. See docs/read-markets-compliance-changes.md TASK 1. #}
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{% if not portfolios %}
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<div class="empty">no portfolio snapshots yet</div>
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{% else %}
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{% for p in portfolios %}
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{# --- overall block --- #}
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<div class="pf-overall">
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<div class="pf-overall__head">
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<span class="pf-name">{{ p.name }}</span>
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<span class="pf-as-of">
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{% if p.snapshot_at %}{{ p.snapshot_at.strftime("%Y-%m-%d %H:%M UTC") }}{% else %}—{% endif %}
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</span>
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</div>
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<div class="pf-overall__grid">
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<div class="pf-stat">
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<div class="pf-stat-label">Total</div>
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<div class="pf-stat-value">{{ p.total_value | money }} <span class="pf-ccy">{{ p.currency }}</span></div>
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</div>
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<div class="pf-stat">
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<div class="pf-stat-label">Invested</div>
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<div class="pf-stat-value">{{ p.invested | money }}</div>
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</div>
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<div class="pf-stat">
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<div class="pf-stat-label">Cash</div>
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<div class="pf-stat-value">{{ p.cash | money }}</div>
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</div>
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<div class="pf-stat">
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<div class="pf-stat-label">Unrealised P/L</div>
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<div class="pf-stat-value {% if p.unrealized_ppl is none %}neu{% elif p.unrealized_ppl >= 0 %}pos{% else %}neg{% endif %}">
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{{ p.unrealized_ppl | signed }}
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{% if p.total_cost and p.unrealized_ppl is not none %}
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<span class="pf-pct">({{ "%+.2f"|format(p.unrealized_ppl / p.total_cost * 100) }}%)</span>
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{% endif %}
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</div>
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</div>
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<div class="pf-stat">
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<div class="pf-stat-label">Realised P/L</div>
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<div class="pf-stat-value {% if p.realized_ppl is none %}neu{% elif p.realized_ppl >= 0 %}pos{% else %}neg{% endif %}">
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{{ p.realized_ppl | signed }}
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</div>
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</div>
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<div class="pf-stat">
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<div class="pf-stat-label">Positions</div>
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<div class="pf-stat-value">{{ p.positions | length }}</div>
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</div>
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</div>
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</div>
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{# --- per-position table --- #}
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<table class="dense">
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<thead>
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<tr>
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<th>Ticker</th>
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<th>Name</th>
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<th class="num mobile-hide">Qty</th>
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<th class="num mobile-hide">Avg</th>
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<th class="num">Last</th>
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<th class="num">P/L</th>
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<th class="num">%</th>
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</tr>
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</thead>
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<tbody>
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{% for pos in p.positions %}
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<tr>
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<td class="label">{{ pos.ticker }}</td>
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<td>{{ pos.name or "" }}</td>
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<td class="num mobile-hide">{{ pos.quantity | price }}</td>
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<td class="num neu mobile-hide">{{ pos.average_price | price }}</td>
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<td class="num">{{ pos.current_price | price }}</td>
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<td class="num {% if pos.ppl is none %}neu{% elif pos.ppl >= 0 %}pos{% else %}neg{% endif %}">
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{{ pos.ppl | signed }}
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</td>
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<td class="num {% if pos.ppl_pct is none %}neu{% elif pos.ppl_pct >= 0 %}pos{% else %}neg{% endif %}">
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{% if pos.ppl_pct is not none %}{{ "%+.2f"|format(pos.ppl_pct) }}%{% else %}—{% endif %}
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</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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{% endfor %}
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{% endif %}
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