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feat: dealer flow, mirror portfolio (M21), options convexity, FINRA short interest, alert producers, vendor gate
CI / Test & Type-Check (push) Canceled after 0s
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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
2026-08-10 13:36:26 -04:00
parent 04fc11b2fd
commit ac94acf9e3
229 changed files with 32617 additions and 3934 deletions
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app/server/src/reports/ReportRunner.ts
+2 -2
View File
@@ -49,7 +49,7 @@ function buildSections(scope: ReportScope, data: Record<string, unknown>): strin
// Overview
sections.push(`<div class="section">
<h2>Overview</h2>
<p>This research note provides an educational analysis based on cached market data. It is not investment advice.</p>
<p>Research note based on cached market data.</p>
${data.overview ? `<p>${escapeHtml(String(data.overview))}</p>` : ''}
</div>`);
@@ -113,7 +113,7 @@ function wrapHtml(title: string, sections: string[]): string {
<p class="meta">Generated ${new Date().toLocaleDateString('en-US', { year: 'numeric', month: 'long', day: 'numeric', hour: '2-digit', minute: '2-digit' })}</p>
${sections.join('\n')}
<div class="footer">
<p>Educational analysis, not investment advice. Verify the underlying data; you are responsible for your own decisions.</p>
<p>Educational observation only.</p>
<p>This report is generated from cached market data and may not reflect real-time conditions.</p>
</div>
</body>
app/server/src/reports/__tests__/ReportRunner.test.ts
+2 -3
View File
@@ -8,7 +8,7 @@ test('generateReport produces valid HTML for a symbol report', () => {
assert.ok(result.html.startsWith('<!DOCTYPE html>'));
assert.ok(result.html.includes('NVDA'));
assert.ok(result.html.includes('Overview'));
assert.ok(result.html.includes('Educational analysis'));
assert.ok(result.html.includes('Educational observation only'));
assert.ok(result.html.includes('</html>'));
assert.equal(result.title, 'Research Note: NVDA');
});
@@ -46,8 +46,7 @@ test('generateReport includes recommended actions when provided', () => {
test('generateReport includes ADR-0007 footer', () => {
const result = generateReport({ scope: 'symbol', symbol: 'TEST', data: {} });
assert.ok(result.html.includes('not investment advice'));
assert.ok(result.html.includes('responsible for your own decisions'));
assert.ok(result.html.includes('Educational observation only'));
});
test('generateReport outputs deterministic content given same inputs', () => {