Commit Graph
9 Commits
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 5b9f770aa4 Phase 5: alert subscriptions UI + multiple watchlists + queue fixes
CI / Test & Type-Check (push) Canceled after 0s
UI:
- /alerts page: event history with acknowledge, subscription create/manage with toggle
- /admin/smtp: SMTP config form (host, port, auth, test)
- Watchlist sidebar: dropdown selector for multiple watchlists, create/delete
- Sidebar: alerts count badge, SMTP link under admin
- Mobile tab nav: alerts tab added
- Client trpc.ts: all new API methods + types

Backend:
- watchlists.listByWatchlist procedure + listSymbolsByWatchlist repo fn
- yfinance min-interval 1500->2000ms to reduce Edge 429s
- Fixed e.date.slice error in yfinance-adjustments with typeof guard
- Removed defunct BITF from watchlist+queue
- Cleared 83 failed + 12 backoff queue jobs

Docs:
- FUNCTIONAL_DESIGN.md: alerts + multiple watchlists + SMTP documented
- TECH_DESIGN.md: new modules, tRPC procs, routes updated
2026-07-23 20:51:47 -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 BuildandClaude ca385c1960 feat(queue): adapter queue overhaul — pause/resume, error capture, scheduling
- Pause/resume persisted in queue_state; drain loop checks isPaused() and skips
- Error capture: every failed/backoff attempt logged to queue_errors with the
  full stack trace; admin queue page expands a failed job to stream it
- Retry controls: retryJob(key), retrySource(kind), clearDone(olderThanMs)
- Per-source scheduling: queue_schedules table + 30s enqueueDueSchedules loop
  (seed defaults sec-fetch 24h, yfinance 5min); admin UI lists/adds/deletes
- Startup recovery: interrupted in_flight jobs reset to pending on boot
- fix(edgar): archive URLs use the filer CIK (accession-number prefix), not the
  company CIK — resolves Cloudflare 429 that left SEC backfills sparse/empty
- Migration: add queue_errors, queue_schedules, queue_state tables plus error/
  scheduled_for columns on adapter_queue (idempotent ALTER on startup)

Verified: full sec-fetch backfill now succeeds for all watched symbols
(NVDA 14,675 institution filings, CIFR 274 insider txns, TSLA 6,011, etc.).
503 backend tests pass.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-07-12 12:55:59 -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
Investor Flow Build e1e028b418 slice 16 X-cookie + Reddit adapters (qwopus35b): cashtag_search/trusted_timeline (1 req/3s, cookie-expiry->FAILED+degraded), Reddit public-JSON, 7d cache, FakeLLM, crowd-sentiment-not-edge caveat
Cross-review by ornith-35 pending. 17 new tests (40 adapter total).
2026-06-30 10:08:25 -04:00
Investor Flow Build 965f8d3b1c slice 3 COMPLETE: onboarding wizard (complexity/risk/drawdown + starter watchlist + demand subscribe)
starter.ts by ornith (9 symbols w/ ticker-kind + ADR-0007 reasons, defaults, 12 tests).
onboarding.complete + onboarding.starter + me().onboarded by orchestrator; schema
+drawdown_tolerance. Wizard UI (complexity picker, starter list, disclaimer, finish).
onboarding subscribes starter symbols to the demand set (adapter fetches them). 87/87
backend + 2/2 lint green. Slice 3 done; slices 1-3 complete.
2026-06-29 21:31:59 -04:00
Investor Flow Build 89bdf0edc4 slice 2a COMPLETE: TOTP 2FA (enable2fa/confirm2fa/login-2fa + protectedProcedure)
totp.ts + backup-codes.ts produced by ornith (remote model, reviewed+approved);
router/context/schema integration by orchestrator (delicate edit-existing — ornith
timed out on a dispatch of that size in-session). 58/58 backend tests green.
2FA flow: enable2fa -> confirm2fa -> login now requires a valid TOTP.
2026-06-29 19:32:09 -04:00
Investor Flow Build 1962ecc740 slice 1a-1d: DB + CacheRepository + YFinance adapter + AdapterQueue
Node 26 + node:sqlite backend (zero native deps; runtime glue adapted from
Bun-spec design, deep-module architecture unchanged). 29 tests green across
schema/CacheRepository/YFinance-parse/AdapterQueue-dedupe.
2026-06-29 17:28:57 -04:00