Phase 5: alert subscriptions UI + multiple watchlists + queue fixes
CI / Test & Type-Check (push) Canceled after 0s
CI / Test & Type-Check (push) Canceled after 0s
UI: - /alerts page: event history with acknowledge, subscription create/manage with toggle - /admin/smtp: SMTP config form (host, port, auth, test) - Watchlist sidebar: dropdown selector for multiple watchlists, create/delete - Sidebar: alerts count badge, SMTP link under admin - Mobile tab nav: alerts tab added - Client trpc.ts: all new API methods + types Backend: - watchlists.listByWatchlist procedure + listSymbolsByWatchlist repo fn - yfinance min-interval 1500->2000ms to reduce Edge 429s - Fixed e.date.slice error in yfinance-adjustments with typeof guard - Removed defunct BITF from watchlist+queue - Cleared 83 failed + 12 backoff queue jobs Docs: - FUNCTIONAL_DESIGN.md: alerts + multiple watchlists + SMTP documented - TECH_DESIGN.md: new modules, tRPC procs, routes updated
This commit is contained in:
Investor Flow Build
@@ -184,7 +184,7 @@ const onboardingRouter = router({
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ctx.db.prepare('UPDATE users SET complexity=?, risk_tolerance=?, drawdown_tolerance=? WHERE id=?').run(complexity, riskTolerance, drawdown, userId);
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const symbols = input.firstWatchlistSymbols ?? STARTER_WATCHLIST.map((s) => s.symbol);
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const wlId = randomUUID();
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ctx.db.prepare('INSERT INTO watchlists (id, owner_id, name, symbols, created_at, sort_order) VALUES (?,?,?,?,?,?)').run(wlId, userId, 'Starter', JSON.stringify(symbols), new Date().toISOString(), 0);
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ctx.db.prepare('INSERT INTO watchlists (id, owner_id, name, symbols, created_at, sort_order) VALUES (?,?,?,?,?,?)').run(wlId, userId, 'default', JSON.stringify(symbols), new Date().toISOString(), 0);
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for (const sym of symbols) {
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const kind = (STARTER_WATCHLIST.find((s) => s.symbol === sym)?.tickerKind ?? 'equity') as 'equity' | 'crypto' | 'etf' | 'index';
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await ctx.cache.subscribe(sym, kind);
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@@ -1362,6 +1362,73 @@ const adminRouter = router({
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return { ok: true, ...status };
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}),
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/** Get SMTP config (admin-only). */
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smtpConfig: adminProcedure.query(async ({ ctx }) => {
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const { readSmtpConfig } = await import('../services/emailAlertService.ts');
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return readSmtpConfig(ctx.db) ?? { enabled: false };
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}),
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/** Update SMTP config (admin-only). */
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smtpConfigUpdate: adminProcedure
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.input(z.object({
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host: z.string().optional(),
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port: z.number().int().optional(),
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secure: z.boolean().optional(),
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user: z.string().optional().nullable(),
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pass: z.string().optional().nullable(),
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fromName: z.string().optional(),
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fromEmail: z.string().optional(),
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enabled: z.boolean().optional(),
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}))
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.mutation(({ ctx, input }) => {
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const config = ctx.db.prepare('SELECT * FROM smtp_config WHERE id = ?').get('singleton') as Record<string, unknown> | undefined;
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const now = new Date().toISOString();
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if (!config) {
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ctx.db.prepare(
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`INSERT INTO smtp_config (id, host, port, secure, user, pass_enc, from_name, from_email, enabled, updated_at)
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VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`,
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).run('singleton', input.host ?? 'smtp.mail.me.com', input.port ?? 587, input.secure ? 1 : 0, input.user ?? null, input.pass ?? null, input.fromName ?? 'Investor Flow', input.fromEmail ?? '', input.enabled ? 1 : 0, now);
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} else {
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const updates: string[] = [];
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const params: (string | number | null)[] = [];
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if (input.host !== undefined) { updates.push('host = ?'); params.push(input.host); }
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if (input.port !== undefined) { updates.push('port = ?'); params.push(input.port); }
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if (input.secure !== undefined) { updates.push('secure = ?'); params.push(input.secure ? 1 : 0); }
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if (input.user !== undefined) { updates.push('user = ?'); params.push(input.user); }
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if (input.pass !== undefined) { updates.push('pass_enc = ?'); params.push(input.pass); }
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if (input.fromName !== undefined) { updates.push('from_name = ?'); params.push(input.fromName); }
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if (input.fromEmail !== undefined) { updates.push('from_email = ?'); params.push(input.fromEmail); }
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if (input.enabled !== undefined) { updates.push('enabled = ?'); params.push(input.enabled ? 1 : 0); }
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updates.push('updated_at = ?');
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params.push(now);
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params.push('singleton');
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ctx.db.prepare(`UPDATE smtp_config SET ${updates.join(', ')} WHERE id = ?`).run(...params);
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}
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return { ok: true };
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}),
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/** Test SMTP config by sending a test email to the admin. */
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smtpConfigTest: adminProcedure.mutation(async ({ ctx }) => {
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const { readSmtpConfig, sendAlertEmail } = await import('../services/emailAlertService.ts');
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const config = readSmtpConfig(ctx.db);
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if (!config || !config.enabled) throw new TRPCError({ code: 'BAD_REQUEST', message: 'SMTP not configured or disabled.' });
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const testAlert = {
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id: 'test',
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userId: ctx.userId as string,
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type: 'rotation_incipient' as const,
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severity: 'info' as const,
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title: 'Test alert from Investor Flow',
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description: 'This is a test email to verify SMTP configuration.',
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symbol: undefined,
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createdAt: new Date().toISOString(),
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acknowledged: false,
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dedupKey: 'test:' + Date.now(),
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payload: {},
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};
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const sent = await sendAlertEmail(ctx.db, testAlert);
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if (!sent) throw new TRPCError({ code: 'INTERNAL_SERVER_ERROR', message: 'Failed to send test email.' });
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return { ok: true };
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}),
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});
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@@ -1457,6 +1524,64 @@ const alertsRouter = router({
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).get(userId) as { count: number } | undefined;
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return { count: row?.count ?? 0 };
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}),
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/** Create an alert subscription rule. */
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createSubscription: protectedProcedure
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.input(z.object({
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alertType: z.string(),
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watchlistId: z.string().optional(),
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symbol: z.string().optional(),
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params: z.string().optional(),
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}))
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.mutation(async ({ ctx, input }) => {
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const userId = ctx.userId as string;
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const { createAlertSubscription } = await import('../db/alertSubscriptionRepository.ts');
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const sub = createAlertSubscription(ctx.db, userId, {
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alertType: input.alertType,
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watchlistId: input.watchlistId,
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symbol: input.symbol,
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params: input.params,
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});
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return sub;
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}),
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/** List alert subscriptions (optionally filtered by symbol). */
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listSubscriptions: protectedProcedure
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.input(z.object({ symbol: z.string().optional() }).optional())
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.query(async ({ ctx, input }) => {
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const userId = ctx.userId as string;
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const { listAlertSubscriptions } = await import('../db/alertSubscriptionRepository.ts');
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return listAlertSubscriptions(ctx.db, userId, input?.symbol);
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}),
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/** Update an alert subscription (enable/disable, change params). */
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updateSubscription: protectedProcedure
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.input(z.object({
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id: z.string(),
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enabled: z.boolean().optional(),
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params: z.string().optional(),
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}))
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.mutation(async ({ ctx, input }) => {
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const userId = ctx.userId as string;
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const { updateAlertSubscription } = await import('../db/alertSubscriptionRepository.ts');
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const sub = updateAlertSubscription(ctx.db, userId, input.id, {
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enabled: input.enabled,
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params: input.params,
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});
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if (!sub) throw new TRPCError({ code: 'NOT_FOUND', message: 'Subscription not found.' });
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return sub;
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}),
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/** Delete an alert subscription. */
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deleteSubscription: protectedProcedure
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.input(z.object({ id: z.string() }))
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.mutation(async ({ ctx, input }) => {
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const userId = ctx.userId as string;
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const { deleteAlertSubscription } = await import('../db/alertSubscriptionRepository.ts');
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const deleted = deleteAlertSubscription(ctx.db, userId, input.id);
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if (!deleted) throw new TRPCError({ code: 'NOT_FOUND', message: 'Subscription not found.' });
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return { ok: true };
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}),
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});
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// ─── Institutional Flow Router (Slice 7 / M4 + M5) ────────────────────────
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@@ -1880,7 +2005,7 @@ const edgarRouter = router({
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// ─── Watchlist Router (Slice 10) ─────────────────────────────────────────────
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const watchlistRouter = router({
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/** List all symbols in the user's default watchlist. */
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/** List all symbols across all watchlists for the user. */
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list: publicProcedure
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.query(async ({ ctx }) => {
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const userId = ctx.userId ?? 'anonymous';
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@@ -1888,13 +2013,71 @@ const watchlistRouter = router({
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return listSymbols(ctx.db, userId);
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}),
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/** Add a symbol to the default watchlist. */
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/** List symbols for a specific watchlist. */
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listByWatchlist: publicProcedure
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.input(z.object({ name: z.string().min(1).max(100) }))
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.query(async ({ ctx, input }) => {
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const userId = ctx.userId ?? 'anonymous';
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const { listSymbolsByWatchlist } = await import('../db/watchlistRepository.ts');
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return listSymbolsByWatchlist(ctx.db, userId, input.name);
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}),
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/** List watchlist metadata (name, symbol count, sort order). */
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listWatchlists: publicProcedure
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.query(async ({ ctx }) => {
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const userId = ctx.userId ?? 'anonymous';
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const { listWatchlists } = await import('../db/watchlistRepository.ts');
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return listWatchlists(ctx.db, userId);
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}),
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/** Create a new named watchlist. */
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create: publicProcedure
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.input(z.object({ name: z.string().min(1).max(100) }))
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.mutation(async ({ ctx, input }) => {
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const userId = ctx.userId ?? 'anonymous';
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const { createWatchlist } = await import('../db/watchlistRepository.ts');
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return createWatchlist(ctx.db, userId, input.name);
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}),
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/** Delete a watchlist by name. */
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delete: publicProcedure
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.input(z.object({ name: z.string().min(1) }))
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.mutation(async ({ ctx, input }) => {
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const userId = ctx.userId ?? 'anonymous';
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const { deleteWatchlist } = await import('../db/watchlistRepository.ts');
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return { deleted: deleteWatchlist(ctx.db, userId, input.name) };
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}),
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/** Rename a watchlist. */
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rename: publicProcedure
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.input(z.object({ oldName: z.string().min(1), newName: z.string().min(1).max(100) }))
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.mutation(async ({ ctx, input }) => {
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const userId = ctx.userId ?? 'anonymous';
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const { renameWatchlist } = await import('../db/watchlistRepository.ts');
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return { renamed: renameWatchlist(ctx.db, userId, input.oldName, input.newName) };
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}),
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/** Reorder watchlists (bulk update sort_order). */
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reorder: publicProcedure
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.input(z.object({ orders: z.array(z.object({ id: z.string(), sort_order: z.number().int() })) }))
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.mutation(async ({ ctx, input }) => {
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const userId = ctx.userId ?? 'anonymous';
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const { reorderWatchlists } = await import('../db/watchlistRepository.ts');
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reorderWatchlists(ctx.db, userId, input.orders);
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return { ok: true };
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}),
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/** Add a symbol to a watchlist (defaults to 'default' watchlist). */
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addSymbol: publicProcedure
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.input(z.object({ symbol: z.string().toUpperCase() }))
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.input(z.object({
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symbol: z.string().toUpperCase(),
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watchlistName: z.string().optional(),
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notes: z.string().optional(),
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}))
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.mutation(async ({ ctx, input }) => {
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const userId = ctx.userId ?? 'anonymous';
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const { addSymbol } = await import('../db/watchlistRepository.ts');
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const added = addSymbol(ctx.db, userId, input.symbol);
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const added = addSymbol(ctx.db, userId, input.symbol, input.notes, input.watchlistName);
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if (added) {
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await ctx.cache.subscribe(input.symbol, 'equity');
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@@ -1904,13 +2087,16 @@ const watchlistRouter = router({
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return { added };
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}),
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/** Remove a symbol from the default watchlist. */
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/** Remove a symbol from a watchlist (defaults to 'default'). */
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removeSymbol: publicProcedure
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.input(z.object({ symbol: z.string().toUpperCase() }))
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.input(z.object({
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symbol: z.string().toUpperCase(),
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watchlistName: z.string().optional(),
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}))
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.mutation(async ({ ctx, input }) => {
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const userId = ctx.userId ?? 'anonymous';
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const { removeSymbol } = await import('../db/watchlistRepository.ts');
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const removed = removeSymbol(ctx.db, userId, input.symbol);
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const removed = removeSymbol(ctx.db, userId, input.symbol, input.watchlistName);
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return { removed };
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}),
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});
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