feat: dealer flow, mirror portfolio (M21), options convexity, FINRA short interest, alert producers, vendor gate

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

app/src/components/SidebarNav.tsx

@@ -4,26 +4,29 @@ import Link from "next/link";
 import { usePathname } from "next/navigation";
 import {
   BarChart3,
-  Zap,
+  Briefcase,
+  Compass,
   Microscope,
   Shield,
   Settings,
   ChevronDown,
-  Search,
   type LucideIcon,
 } from "lucide-react";
 import { api } from "@/lib/trpc";
 import { useFeatureAccess, type ModuleKey } from "@/lib/useFeatureAccess";
+import { useWorkspaceProfile } from "@/lib/useWorkspaceProfile";
+import { useActiveSymbolGuarded } from "@/stores/active-symbol-store";
+import type { NavItemId } from "@/lib/workspace-profile";
+import { scrollAppMainToTopSoon } from "@/lib/scroll-app-main";
 
 /**
- * Left sidebar navigation with collapsible sections.
- * Chrome is intentionally dimmed (muted text) so the content area reads as primary;
- * the active item gets an accent tint + left bar.
+ * Left sidebar — management-centered sections, filtered by module access + workspace density.
  */
 
 interface NavItem {
   label: string;
   href: string;
+  navId: NavItemId;
 }
 
 interface NavSection {
@@ -39,32 +42,48 @@ const SECTIONS: NavSection[] = [
     icon: BarChart3,
     module: "research",
     items: [
-      { label: "Overview", href: "/" },
-      { label: "Market Outlook", href: "/market-outlook" },
-      { label: "Institutional", href: "/institutional" },
-      { label: "Charts", href: "/chart-lab" },
+      { label: "Symbol", href: "/", navId: "research" },
+      { label: "Market Outlook", href: "/market-outlook", navId: "market" },
+      { label: "Charts", href: "/chart-lab", navId: "charts" },
+      { label: "Screener", href: "/screener", navId: "screener" },
+      { label: "Institutional", href: "/institutional", navId: "institutional" },
+      { label: "Dealer Flow", href: "/dealer-flow", navId: "dealer-flow" },
     ],
   },
   {
-    title: "Execution",
-    icon: Zap,
+    title: "Book",
+    icon: Briefcase,
     module: "execution",
     items: [
-      { label: "Trade Plan", href: "/trade-plan" },
-      { label: "Execution", href: "/execution" },
-      { label: "Trade Closure", href: "/trade-closure" },
-      { label: "Daily Focus", href: "/daily-focus" },
+      { label: "Portfolio", href: "/portfolio", navId: "portfolio" },
+      { label: "Risk", href: "/risk", navId: "risk" },
+      { label: "Tracked Funds", href: "/funds", navId: "funds" },
     ],
   },
   {
-    title: "Analytics",
+    title: "Process",
+    icon: Compass,
+    module: "execution",
+    items: [
+      { label: "Get Started", href: "/guided-start", navId: "guided-start" },
+      { label: "Decision plan", href: "/plan", navId: "plan" },
+      { label: "Theses", href: "/theses", navId: "theses" },
+      { label: "Journal", href: "/journal", navId: "journal" },
+      { label: "Strategies", href: "/strategies", navId: "strategies" },
+      { label: "Strategy lab", href: "/lab", navId: "lab" },
+      { label: "Position considerations", href: "/exits", navId: "exits" },
+      { label: "Goals", href: "/daily-focus", navId: "goals" },
+    ],
+  },
+  {
+    title: "Tools",
     icon: Microscope,
     module: "analytics",
     items: [
-      { label: "Risk Posture", href: "/risk" },
-      { label: "Filings", href: "/filings" },
-      { label: "Options DD", href: "/options-dd" },
-      { label: "Alerts", href: "/alerts" },
+      { label: "Alerts", href: "/alerts", navId: "alerts" },
+      { label: "Reports", href: "/reports", navId: "reports" },
+      { label: "Filings", href: "/filings", navId: "filings" },
+      { label: "Options DD", href: "/options-dd", navId: "options" },
     ],
   },
   {
@@ -72,19 +91,19 @@ const SECTIONS: NavSection[] = [
     icon: Shield,
     module: "admin",
     items: [
-      { label: "Overview", href: "/admin" },
-      { label: "Users", href: "/admin/users" },
-      { label: "Queue", href: "/admin/queue" },
-      { label: "Audit Logs", href: "/admin/audit-logs" },
-      { label: "X Accounts", href: "/admin/x-accounts" },
-      { label: "SMTP", href: "/admin/smtp" },
+      { label: "Overview", href: "/admin", navId: "admin" },
+      { label: "Users", href: "/admin/users", navId: "admin" },
+      { label: "Queue", href: "/admin/queue", navId: "admin" },
+      { label: "Audit Logs", href: "/admin/audit-logs", navId: "admin" },
+      { label: "X Accounts", href: "/admin/x-accounts", navId: "admin" },
+      { label: "SMTP", href: "/admin/smtp", navId: "admin" },
     ],
   },
   {
     title: "Settings",
     icon: Settings,
     module: "settings",
-    items: [{ label: "Profile / Auth", href: "/settings" }],
+    items: [{ label: "Profile / Auth", href: "/settings", navId: "settings" }],
   },
 ];
 
@@ -106,20 +125,32 @@ function getInitialCollapsed(pathname: string, visibleSections: NavSection[]): R
   return initial;
 }
 
-export function SidebarNav() {
+export function SidebarNav({ collapsed: panelCollapsed, onToggle }: { collapsed?: boolean; onToggle?: () => void }) {
   const pathname = usePathname();
   const normalizedPath = (pathname || "/").replace(/\/+$/, "") || "/";
   const { modules, loading } = useFeatureAccess();
+  const { isNavVisible, density } = useWorkspaceProfile();
+  const activeSymbol = useActiveSymbolGuarded();
   const [collapsed, setCollapsed] = useState<Record<string, boolean>>({});
   const [initialized, setInitialized] = useState(false);
   const [unackedCount, setUnackedCount] = useState(0);
 
-  const visibleSections = SECTIONS.filter((s) => modules.includes(s.module));
+  // Research → "Symbol" shows the focused ticker, e.g. "Symbol: IREN"
+  const itemLabel = (item: { label: string }) =>
+    item.label === "Symbol" && activeSymbol ? `Symbol: ${activeSymbol}` : item.label;
+
+  const visibleSections = SECTIONS
+    .filter((s) => modules.includes(s.module))
+    .map((s) => ({
+      ...s,
+      items: s.items.filter((item) => isNavVisible(item.navId)),
+    }))
+    .filter((s) => s.items.length > 0);
 
   useEffect(() => {
-    const fetch = () => api.alerts.unackedCount().then((r) => setUnackedCount(r.count)).catch(() => {});
-    fetch();
-    const handler = () => fetch();
+    const fetchCount = () => api.alerts.unackedCount().then((r) => setUnackedCount(r.count)).catch(() => {});
+    fetchCount();
+    const handler = () => fetchCount();
     window.addEventListener("alert-dismissed", handler);
     return () => window.removeEventListener("alert-dismissed", handler);
   }, []);
@@ -127,7 +158,8 @@ export function SidebarNav() {
   useEffect(() => {
     setCollapsed(getInitialCollapsed(pathname, visibleSections));
     setInitialized(true);
-  }, [loading]);
+    // eslint-disable-next-line react-hooks/exhaustive-deps -- re-init when module/density loading settles
+  }, [loading, density]);
 
   useEffect(() => {
     if (initialized) {
@@ -141,70 +173,106 @@ export function SidebarNav() {
     setCollapsed((prev) => ({ ...prev, [sectionTitle]: !prev[sectionTitle] }));
   };
 
-  const openPalette = () => window.dispatchEvent(new CustomEvent("open-command-palette"));
-
   return (
-    <aside className="w-52 border-r border-line bg-surface-raised flex-shrink-0 hidden lg:block">
-      <nav className="flex h-full flex-col p-3">
-        <div className="space-y-0.5 flex-1">
-          {visibleSections.map((section) => {
-            const Icon = section.icon;
-            return (
-              <div key={section.title} className="mb-1">
-                <button
-                  onClick={() => toggleCollapse(section.title)}
-                  className="w-full flex items-center justify-between px-2 py-1.5 text-2xs font-semibold uppercase tracking-wide text-fg-muted hover:text-fg transition-colors focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-accent rounded"
-                >
-                  <span className="flex items-center gap-2">
-                    <Icon className="h-3.5 w-3.5" />
-                    <span>{section.title}</span>
-                  </span>
-                  <ChevronDown
-                    className={`h-3 w-3 transition-transform duration-200 ${collapsed[section.title] ? "-rotate-90" : ""}`}
-                  />
-                </button>
-
-                {!collapsed[section.title] && (
-                  <div className="mt-0.5 space-y-0.5">
-                    {section.items.map((item) => {
-                      const isActive = normalizedPath === item.href;
-                      const showBadge = item.label === "Alerts" && unackedCount > 0;
-                      return (
-                        <Link
-                          key={item.label}
-                          href={item.href}
-                          className={`block px-2 py-1.5 rounded-md text-xs transition-colors border-l-2 focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-accent ${
-                            isActive
-                              ? "bg-accent-soft text-fg border-accent font-medium"
-                              : "text-fg-muted hover:text-fg hover:bg-surface-overlay border-transparent"
-                          }`}
-                        >
-                          <span className="flex items-center justify-between">
-                            <span>{item.label}</span>
-                            {showBadge && (
-                              <span className="rounded-full bg-accent px-1.5 py-0.5 text-2xs text-white">{unackedCount}</span>
-                            )}
-                          </span>
-                        </Link>
-                      );
-                    })}
+    <aside className={`border-r border-line bg-surface-raised flex-shrink-0 hidden lg:flex items-stretch transition-all duration-200 ${panelCollapsed ? "w-14" : "w-52"}`}>
+      <div className="flex-1 min-w-0 overflow-hidden">
+        <nav className={`h-full ${panelCollapsed ? "p-2" : "p-3"}`}>
+          {panelCollapsed ? (
+            <div className="space-y-2">
+              {visibleSections.map((section) => {
+                const Icon = section.icon;
+                return (
+                  <div key={section.title} className="flex justify-center">
+                    <div className="relative group">
+                      <button
+                        onClick={onToggle}
+                        className="p-1.5 rounded text-fg-muted hover:text-fg hover:bg-surface-overlay transition-colors"
+                        title={section.title}
+                      >
+                        <Icon className="h-4 w-4" />
+                      </button>
+                      <div className="absolute left-full ml-1 top-0 z-50 hidden group-hover:block">
+                        <div className="rounded border border-line bg-surface-raised px-2 py-1 text-2xs text-fg whitespace-nowrap shadow-xl">
+                          {section.title}
+                        </div>
+                      </div>
+                    </div>
                   </div>
-                )}
-              </div>
-            );
-          })}
-        </div>
+                );
+              })}
+            </div>
+          ) : (
+            <div className="space-y-0.5">
+              {visibleSections.map((section) => {
+                const Icon = section.icon;
+                return (
+                  <div key={section.title} className="mb-1">
+                    <button
+                      onClick={() => toggleCollapse(section.title)}
+                      className="w-full flex items-center justify-between px-2 py-1.5 text-2xs font-semibold uppercase tracking-wide text-fg-muted hover:text-fg transition-colors focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-accent rounded"
+                    >
+                      <span className="flex items-center gap-2">
+                        <Icon className="h-3.5 w-3.5" />
+                        <span>{section.title}</span>
+                      </span>
+                      <ChevronDown
+                        className={`h-3 w-3 transition-transform duration-200 ${collapsed[section.title] ? "-rotate-90" : ""}`}
+                      />
+                    </button>
 
-        {/* Search affordance -- opens the command palette */}
-        <button
-          onClick={openPalette}
-          className="mt-2 flex items-center gap-2 w-full rounded-md border border-line bg-surface-sunken px-2 py-1.5 text-xs text-fg-muted hover:text-fg hover:bg-surface-overlay transition-colors focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-accent"
-        >
-          <Search className="h-3.5 w-3.5" />
-          <span>Search</span>
-          <kbd className="ml-auto rounded-sm border border-line px-1 py-0.5 text-2xs">⌘K</kbd>
-        </button>
-      </nav>
+                    {!collapsed[section.title] && (
+                      <div className="mt-0.5 space-y-0.5">
+                        {section.items.map((item) => {
+                          const itemPath = item.href.split("#")[0] || "/";
+                          const isActive =
+                            itemPath === "/"
+                              ? normalizedPath === "/"
+                              : normalizedPath === itemPath;
+                          const showBadge = item.label === "Alerts" && unackedCount > 0;
+                          return (
+                            <Link
+                              key={item.label}
+                              href={item.href}
+                              // Nested <main> is the scroller; Next window restore is a no-op.
+                              // Same-route + cross-page: force main to top after click.
+                              scroll={false}
+                              onClick={() => {
+                                // Mark intent so home page can reassert after its own mount.
+                                try {
+                                  sessionStorage.setItem("iflow-nav-scroll-top", "1");
+                                } catch { /* ignore */ }
+                                scrollAppMainToTopSoon();
+                              }}
+                              className={`block px-2 py-1.5 rounded-md text-xs transition-colors border-l-2 focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-accent ${
+                                isActive
+                                  ? "bg-accent-soft text-fg border-accent font-medium"
+                                  : "text-fg-muted hover:text-fg hover:bg-surface-overlay border-transparent"
+                              }`}
+                            >
+                              <span className="flex items-center justify-between">
+                                <span>{itemLabel(item)}</span>
+                                {showBadge && (
+                                  <span className="rounded-full bg-accent px-1.5 py-0.5 text-2xs text-white">{unackedCount}</span>
+                                )}
+                              </span>
+                            </Link>
+                          );
+                        })}
+                      </div>
+                    )}
+                  </div>
+                );
+              })}
+            </div>
+          )}
+        </nav>
+      </div>
+
+      <button
+        onClick={onToggle}
+        className="w-3.5 shrink-0 border-l border-line bg-surface-raised hover:bg-surface-overlay cursor-pointer transition-colors self-stretch"
+        title={panelCollapsed ? "Expand sidebar" : "Collapse sidebar"}
+      />
     </aside>
   );
 }