fix: backfill symbol_demand for sidebar-added symbols + analyst ratings schema fix

- Add await ctx.cache.subscribe() to addSymbol mutation so symbols added via the sidebar get registered in symbol_demand and yfinance jobs are queued immediately - Backfill PEP, WYNN, STZ, CELH into symbol_demand + adapter_queue - Upgrade yahoo-finance2 3.15.3 -> 3.15.4 and pass validateResult:false to quoteSummary() to handle Yahoo schema drift - Add error detail logging for analyst ratings schema failures - Update .gitignore with common ignores
2026-07-23 18:02:24 -04:00
parent 5ef2b2f060
commit e262187c3c
204 changed files with 25014 additions and 2934 deletions
@@ -0,0 +1,125 @@
+// Investor Flow — ReportRunner (Slice 22): generates self-contained HTML research notes.
+//
+// Pure/cache-deterministic given cache data. Same inputs → same output.
+// ADR-0007: educational framing, no trade verbs.
+// ADR-0005: Analyst Voice.
+
+export type ReportScope = 'symbol' | 'watchlist' | 'portfolio' | 'rotation' | 'sizing_year' | 'risk_posture';
+
+export interface ReportInput {
+  scope: ReportScope;
+  symbol?: string;
+  data: Record<string, unknown>;
+}
+
+export interface ReportOutput {
+  html: string;
+  title: string;
+  generatedAt: string;
+}
+
+/** Generate a self-contained HTML research note. */
+export function generateReport(input: ReportInput): ReportOutput {
+  const { scope, symbol, data } = input;
+  const title = researchTitle(scope, symbol);
+  const bodySections = buildSections(scope, data);
+  const html = wrapHtml(title, bodySections);
+  return {
+    html,
+    title,
+    generatedAt: new Date().toISOString(),
+  };
+}
+
+function researchTitle(scope: ReportScope, symbol?: string): string {
+  const prefix = 'Research Note';
+  switch (scope) {
+    case 'symbol': return `${prefix}: ${symbol ?? 'Unknown'}`;
+    case 'watchlist': return `${prefix}: Watchlist Summary`;
+    case 'portfolio': return `${prefix}: Portfolio Analysis`;
+    case 'rotation': return `${prefix}: Sector Rotation Report`;
+    case 'sizing_year': return `${prefix}: Sizing Year in Review`;
+    case 'risk_posture': return `${prefix}: Risk Posture Report`;
+  }
+}
+
+function buildSections(scope: ReportScope, data: Record<string, unknown>): string[] {
+  const sections: string[] = [];
+
+  // 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>
+    ${data.overview ? `<p>${escapeHtml(String(data.overview))}</p>` : ''}
+  </div>`);
+
+  // Scope-specific content
+  switch (scope) {
+    case 'symbol':
+      if (data.keyMetrics) {
+        sections.push(`<div class="section">
+          <h2>Key Metrics</h2>
+          <p>${escapeHtml(String(data.keyMetrics))}</p>
+        </div>`);
+      }
+      break;
+    case 'portfolio':
+      if (data.holdings) {
+        const holdings = data.holdings as Array<{ symbol: string; shares: number; avgCost: number }>;
+        sections.push(`<div class="section">
+          <h2>Holdings</h2>
+          <table><tr><th>Symbol</th><th>Shares</th><th>Avg Cost</th><th>Value</th></tr>
+          ${holdings.map((h) => `<tr><td>${escapeHtml(h.symbol)}</td><td>${h.shares}</td><td>$${h.avgCost.toFixed(2)}</td><td>$${(h.shares * h.avgCost).toFixed(0)}</td></tr>`).join('')}
+          </table>
+        </div>`);
+      }
+      break;
+  }
+
+  // Recommended actions (considerations, not instructions)
+  if (data.recommendedActions) {
+    const actions = data.recommendedActions as Array<{ id: string; tradeOff: string; explanation: string }>;
+    sections.push(`<div class="section">
+      <h2>Considerations</h2>
+      ${actions.map((a) => `<div class="consideration"><p><strong>${escapeHtml(a.tradeOff)}</strong></p><p>${escapeHtml(a.explanation)}</p></div>`).join('')}
+    </div>`);
+  }
+
+  return sections;
+}
+
+function wrapHtml(title: string, sections: string[]): string {
+  return `<!DOCTYPE html>
+<html lang="en">
+<head>
+<meta charset="UTF-8">
+<meta name="viewport" content="width=device-width, initial-scale=1.0">
+<title>${escapeHtml(title)}</title>
+<style>
+  body { font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif; max-width: 800px; margin: 0 auto; padding: 2rem; background: #0a0b0f; color: #e6e7ec; }
+  h1 { color: #4f8cff; border-bottom: 1px solid #2a2b3a; padding-bottom: 0.5rem; }
+  h2 { color: #e6e7ec; margin-top: 1.5rem; }
+  .section { margin: 1.5rem 0; padding: 1rem; background: #121318; border: 1px solid #2a2b3a; border-radius: 0.5rem; }
+  .consideration { padding: 0.75rem; margin: 0.5rem 0; border-left: 3px solid #4f8cff; background: #1a1b24; border-radius: 0.25rem; }
+  table { width: 100%; border-collapse: collapse; }
+  th, td { text-align: left; padding: 0.5rem; border-bottom: 1px solid #2a2b3a; }
+  th { color: #8a8b9a; font-size: 0.85rem; }
+  .footer { margin-top: 2rem; padding-top: 1rem; border-top: 1px solid #2a2b3a; font-size: 0.75rem; color: #5a5b6a; }
+  svg { max-width: 100%; height: auto; }
+</style>
+</head>
+<body>
+<h1>${escapeHtml(title)}</h1>
+<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>This report is generated from cached market data and may not reflect real-time conditions.</p>
+</div>
+</body>
+</html>`;
+}
+
+function escapeHtml(text: string): string {
+  return text.replace(/&/g, '&amp;').replace(/</g, '&lt;').replace(/>/g, '&gt;').replace(/"/g, '&quot;');
+}
@@ -0,0 +1,65 @@
+// Tests — ReportRunner (Slice 22). Pure, no network.
+import { test } from 'node:test';
+import { strict as assert } from 'node:assert';
+import { generateReport } from '../ReportRunner.ts';
+
+test('generateReport produces valid HTML for a symbol report', () => {
+  const result = generateReport({ scope: 'symbol', symbol: 'NVDA', data: { overview: 'NVDA overview text.' } });
+  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('</html>'));
+  assert.equal(result.title, 'Research Note: NVDA');
+});
+
+test('generateReport produces valid HTML for portfolio report', () => {
+  const result = generateReport({
+    scope: 'portfolio',
+    data: {
+      holdings: [
+        { symbol: 'NVDA', shares: 10, avgCost: 250 },
+        { symbol: 'AAPL', shares: 5, avgCost: 180 },
+      ],
+    },
+  });
+  assert.ok(result.html.includes('Holdings'));
+  assert.ok(result.html.includes('NVDA'));
+  assert.ok(result.html.includes('AAPL'));
+  assert.ok(result.html.includes('$2500')); // 10 * 250
+  assert.equal(result.title, 'Research Note: Portfolio Analysis');
+});
+
+test('generateReport includes recommended actions when provided', () => {
+  const result = generateReport({
+    scope: 'risk_posture',
+    data: {
+      recommendedActions: [
+        { id: 'consider_reducing_position', tradeOff: 'Test trade-off', explanation: 'Test explanation.' },
+      ],
+    },
+  });
+  assert.ok(result.html.includes('Considerations'));
+  assert.ok(result.html.includes('Test trade-off'));
+  assert.ok(result.html.includes('Test explanation'));
+});
+
+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'));
+});
+
+test('generateReport outputs deterministic content given same inputs', () => {
+  const input = { scope: 'symbol' as const, symbol: 'NVDA', data: { overview: 'test' } };
+  const a = generateReport(input);
+  const b = generateReport(input);
+  assert.equal(a.html, b.html);
+  assert.equal(a.title, b.title);
+});
+
+test('generateReport escapes HTML in user data', () => {
+  const result = generateReport({ scope: 'symbol', symbol: '<script>', data: { overview: '<script>alert("xss")</script>' } });
+  assert.ok(!result.html.includes('<script>'));
+  assert.ok(result.html.includes('&lt;script&gt;'));
+});