feat: dealer flow, mirror portfolio (M21), options convexity, FINRA short interest, alert producers, vendor gate
CI / Test & Type-Check (push) Canceled after 0s
CI / Test & Type-Check (push) Canceled after 0s
Snapshot of in-progress module work across multiple slices: - Dealer Flow: dealerExposureEngine, dealerMapService, dealerMapExplain, dealerMapIntegrity, dealerMapReplay, dealerStudyEngine, hanStyleLevels - Mirror Portfolio (M21): fundRepository, captureIngest, mirrorAlertProducers, fund holdings strip, live book, position capture ingest - Options: BSM, NormalizedOptionSurface types, OptionsChainRouter, ConvexityGate, option legs panel - Alert producers: vixLevel, rotation, thesis, unlock, portfolioRisk, mirror (fund_capture, fund_13f, mirror_diff) - FINRA short interest adapter + queue integration - SEC company tickers adapter + ingest (symbol search index seed) - Vendor gate (rate-limit-first data plane, ADR-0009) - CUSIP registry, reverse 13F refresh, stock float service - LRU cache, portfolio backtest engine - Frontend: dealer-flow, funds, journal, lab, monitor, plan, portfolio, reports, screener, strategies, theses, guided-start, exits, more pages - Volume profile, workspace profile, visibility-aware poll - ADRs 0010 (mirror math not advice), 0011 (symbol search index) - VENDOR_INTEGRATIONS.md, END_USER_TEST.md - .gitignore: exclude DBs, .DS_Store, local config, agent scratch
This commit is contained in:
Investor Flow Build
@@ -3,108 +3,135 @@ import * as assert from "node:assert/strict";
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import {
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STARTER_WATCHLIST,
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STARTER_PACK_FOCUSED,
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STARTER_PACK_STANDARD,
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ONBOARDING_DISCLAIMER,
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defaultDrawdownTolerancePct,
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defaultRiskTolerance,
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starterPackFor,
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resolveWorkspaceDefaults,
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complexityFromExperience,
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defaultDensity,
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type StarterSymbol,
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} from "../starter.ts";
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const FORBIDDEN = [
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/buy\b/i,
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/sell\b/i,
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/you should\b/i,
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/add to your\b/i,
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/rotate into\b/i,
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/action needed\b/i,
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];
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function assertNoTradeVerbs(items: StarterSymbol[], label: string) {
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for (const item of items) {
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const hit = FORBIDDEN.find((rx) => rx.test(item.reason));
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assert.equal(hit, undefined, `${label}: forbidden verb in reason for ${item.symbol}`);
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assert.ok(item.reason.length > 0, `${label}: empty reason for ${item.symbol}`);
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}
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}
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describe("onboarding/starter", () => {
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describe("STARTER_WATCHLIST", () => {
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it("has exactly 9 entries", () => {
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assert.equal(STARTER_WATCHLIST.length, 9);
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describe("STARTER_PACK_FOCUSED / STARTER_WATCHLIST", () => {
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it("focused pack has liquid exemplars (no thin microcaps as default)", () => {
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const symbols = STARTER_PACK_FOCUSED.map((s) => s.symbol);
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assert.ok(symbols.includes("VTI"));
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assert.ok(symbols.includes("AAPL"));
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assert.ok(!symbols.includes("IREN"));
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assert.ok(!symbols.includes("CIFR"));
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assert.equal(STARTER_WATCHLIST.length, STARTER_PACK_FOCUSED.length);
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});
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it("matches the prescribed symbol+tickerKind order", () => {
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const expected: Array<{ symbol: string; tickerKind: string }> = [
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{ symbol: "IREN", tickerKind: "equity" },
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{ symbol: "CIFR", tickerKind: "equity" },
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{ symbol: "ASST", tickerKind: "equity" },
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{ symbol: "SLNH", tickerKind: "equity" },
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{ symbol: "BKKT", tickerKind: "equity" },
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{ symbol: "NUAI", tickerKind: "equity" },
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{ symbol: "NVDA", tickerKind: "equity" },
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{ symbol: "BTC", tickerKind: "crypto" },
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{ symbol: "SATA", tickerKind: "equity" },
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];
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assert.equal(STARTER_WATCHLIST.length, expected.length);
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for (let i = 0; i < expected.length; i++) {
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const got: StarterSymbol = STARTER_WATCHLIST[i];
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assert.equal(got.symbol, expected[i].symbol, `item #${i} symbol`);
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assert.equal(got.tickerKind, expected[i].tickerKind, `item #${i} tickerKind`);
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}
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it("every focused entry has tickerKind and reason without trade verbs", () => {
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assertNoTradeVerbs(STARTER_PACK_FOCUSED, "focused");
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});
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});
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describe("starterPackFor", () => {
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it("standard includes focused symbols plus benchmarks", () => {
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const pack = starterPackFor("standard");
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const symbols = pack.map((s) => s.symbol);
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assert.ok(symbols.includes("VTI"));
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assert.ok(symbols.includes("SPY"));
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assert.ok(symbols.includes("NVDA"));
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assertNoTradeVerbs(pack, "standard");
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});
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it("BTC has tickerKind 'crypto' while all others are 'equity'", () => {
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for (const item of STARTER_WATCHLIST) {
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if (item.symbol === "BTC") {
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assert.equal(item.tickerKind, "crypto");
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} else {
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assert.equal(item.tickerKind, "equity");
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}
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}
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it("full adds optional higher-vol research examples", () => {
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const pack = starterPackFor("full");
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const symbols = pack.map((s) => s.symbol);
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assert.ok(symbols.includes("SPY"));
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assert.ok(symbols.includes("IREN") || symbols.includes("BTC"));
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assertNoTradeVerbs(pack, "full");
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});
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});
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describe("resolveWorkspaceDefaults", () => {
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it("maps never_invested → beginner + focused + focused pack", () => {
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const d = resolveWorkspaceDefaults({ experienceStage: "never_invested" });
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assert.equal(d.complexity, "beginner");
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assert.equal(d.density, "focused");
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assert.equal(d.drawdownTolerancePct, -20);
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assert.deepEqual(
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d.starterPack.map((s) => s.symbol),
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STARTER_PACK_FOCUSED.map((s) => s.symbol),
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);
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});
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it("every entry has a non-empty reason string", () => {
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for (const item of STARTER_WATCHLIST) {
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assert.ok(item.reason.length > 0, `reason for ${item.symbol} is empty`);
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}
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it("maps active_self_directed → advanced + full", () => {
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const d = resolveWorkspaceDefaults({ experienceStage: "active_self_directed" });
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assert.equal(d.complexity, "advanced");
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assert.equal(d.density, "full");
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assert.equal(d.riskTolerance, "aggressive");
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});
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it("reasons contain no imperative trade verbs (ADR-0007 / P6)", () => {
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const forbidden = [
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/buy\b/i,
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/sell\b/i,
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/you should\b/i,
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/add to your\b/i,
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/rotate into\b/i,
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/action needed\b/i,
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];
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for (const item of STARTER_WATCHLIST) {
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const hit = forbidden.find((rx) => rx.test(item.reason));
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assert.equal(hit, undefined, `forbidden verb in reason for ${item.symbol}`);
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}
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it("respects explicit density override", () => {
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const d = resolveWorkspaceDefaults({
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experienceStage: "never_invested",
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density: "standard",
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goal: "protect",
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horizon: "short",
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});
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assert.equal(d.density, "standard");
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assert.equal(d.goal, "protect");
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assert.equal(d.horizon, "short");
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assert.ok(d.starterPack.length >= STARTER_PACK_STANDARD.length - 1);
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});
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});
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describe("complexityFromExperience / defaultDensity", () => {
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it("maps stages", () => {
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assert.equal(complexityFromExperience("never_invested"), "beginner");
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assert.equal(complexityFromExperience("some_stocks"), "intermediate");
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assert.equal(complexityFromExperience("active_self_directed"), "advanced");
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assert.equal(defaultDensity("never_invested"), "focused");
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assert.equal(defaultDensity("some_stocks"), "standard");
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assert.equal(defaultDensity("active_self_directed"), "full");
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});
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});
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describe("defaultDrawdownTolerancePct", () => {
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it("returns -20 for beginner", () => {
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it("returns expected levels", () => {
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assert.equal(defaultDrawdownTolerancePct("beginner"), -20);
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});
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it("returns -30 for intermediate", () => {
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assert.equal(defaultDrawdownTolerancePct("intermediate"), -30);
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});
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it("returns -40 for advanced", () => {
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assert.equal(defaultDrawdownTolerancePct("advanced"), -40);
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});
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});
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describe("defaultRiskTolerance", () => {
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it("returns 'moderate' for beginner", () => {
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it("returns expected levels", () => {
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assert.equal(defaultRiskTolerance("beginner"), "moderate");
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});
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it("returns 'moderate' for intermediate", () => {
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assert.equal(defaultRiskTolerance("intermediate"), "moderate");
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});
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it("returns 'aggressive' for advanced", () => {
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assert.equal(defaultRiskTolerance("advanced"), "aggressive");
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});
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});
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describe("ONBOARDING_DISCLAIMER", () => {
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it("contains the required keywords", () => {
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assert.ok(
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ONBOARDING_DISCLAIMER.toLowerCase().includes("educational"),
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"missing 'educational'",
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);
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assert.ok(
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ONBOARDING_DISCLAIMER.toLowerCase().includes("not financial advice"),
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"missing 'not financial advice'",
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);
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it("is short operational setup copy", () => {
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assert.ok(ONBOARDING_DISCLAIMER.length > 0);
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assert.ok(ONBOARDING_DISCLAIMER.toLowerCase().includes("watchlist"));
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assert.ok(!ONBOARDING_DISCLAIMER.toLowerCase().includes("educational"));
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});
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});
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});
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