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Author SHA1 Message Date
Investor Flow Build 7492317ebb feat: per-user module access, classification watchlists, watchlist persistence & move 
**Module access control (admin)**
- Added modules column to users table (JSON array of allowed module keys)
- auth.me returns modules; admin.setUserModules/disableUser/enableUser/deleteUser procedures
- UserActions dropdown with Reset Password, Manage Modules, Disable/Enable, Delete
- useFeatureAccess hook + FeatureGate component for page-level gating
- SidebarNav, CommandPalette, MobileTabNav filter by modules

**Classification watchlists (auto-generated sector/thematic/style/region)**
- watchlists schema: added kind, class_key, class_label columns
- materializeClassificationWatchlists(): lazy idempotent materialization of system lists from Yahoo sector data
- 11 GICS sector lists, Semiconductors, Biotech thematic lists, Small Cap style, Intl region
- Materialization triggered on listWatchlists + addSymbol/removeSymbol/add
- Sector thematic filter uses industry keywords (semiconductors, biotech) to avoid misclassification
- Symbol overrides fixed: IREN removed from SMH theme, bitcoin miners XLE->XLK, SLNH added as Technology

**Watchlist persistence & move**
- active-watchlist-store.ts: Zustand persist store mirroring active-symbol-store pattern
- moveSymbol procedure: removes from source, adds to target (idempotent, preserves empty lists)
- Action menu (⋯) per row: Move to + Remove, click-outside close
- Active watchlist survives navigation and page reloads

**List protections**
- default list: non-deletable, non-renamable, keeps empty row when pruned
- System lists (sector/thematic etc.): read-only, add form hidden, no remove/move/delete

**Per-user module restrictions**
- ProtectedProcedure blocks non-active users
- deleteUser refuses self-delete and last-admin-delete, cleans halt_state manually
- Module gating on execution/analytics pages, sidebar, command palette, mobile nav

Also fixed: schema.sql index moved to migration, materialize DB column fixes, test updates.
 2026-07-25 11:38:23 -04:00
Investor Flow Build 63d9f80c09 Remove automaton task management framework
CI / Test & Type-Check (push) Canceled after 0s
Details 
- Delete .automaton/ directory and all tracked files
- Remove git hooks (pre-commit, pre-push)
- Delete ADR-0002 (automaton as issue tracker)
- Remove automaton references from AGENTS.md, HANDOFF.md, TASK_COMPLETION_SUMMARY.md, docs
- Update .gitignore to remove automaton entries
- Unregister from ~/.automaton/projects.json
 2026-07-23 20:57:52 -04:00
Investor Flow Build e262187c3c 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
Investor Flow Build 55f07e6b42 fix: wire data adapters, fix OptionsAdapter v3, build Research pages 
- Fix OptionsAdapter for yahoo-finance2 v3 API ({ date: expiry } instead of positional arg)
- Fix institutional.flow and insiderStream endpoints to query correct DB tables
- Fix anonymous user INSERT (pw_hash column, not password_hash)
- Create secDataFetcher module for 13F/Form 4 data population
- Add institutional and marketOutlook endpoints to frontend trpc client
- Build out Chart Lab, Institutional, Market Outlook pages with real components
- Add focus-visible rings, aria-labels, hex tokens, shape icons across all panels
- Integrate EmotionLogger, MobileTabNav, useKeyboardShortcuts
- Add localStorage persistence for emotion logs
- Normalize spacing, type scale, hover effects across all components
 2026-07-05 08:50:12 -04:00
Investor Flow Build 1007ab4ed5 fix (ornith-35): watchlistRepository double-encoding bug — single JSON.stringify, 13/13 tests pass 2026-06-30 17:54:01 -04:00