Commit Graph
8 Commits
Author SHA1 Message Date
Investor Flow Build ac94acf9e3 feat: dealer flow, mirror portfolio (M21), options convexity, FINRA short interest, alert producers, vendor gate
CI / Test & Type-Check (push) Canceled after 0s
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
2026-08-10 13:36:26 -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 2c7e7a0786 fix-backend-review-findings (ornith-35): oauth empty-token guard, session-secret startup assertion, OAuth email-link test
Fixes from ornith's backend code review, implemented by ornith-35 (cross-review by
qwopus35b pending). 129/129 tests green.
2026-06-29 23:33:02 -04:00
Investor Flow Build a303720c35 slice 5b (omlx/ornith-35): market.candles + market.indicators endpoints
Chart Lab data path: market.candles (cached OHLCV by timeframe) + market.indicators
(EMA/RSI/relativeVolume via analysis/indicators.ts). By ornith-35 (local, ~75s);
reviewed by orchestrator (128/128 tests, no regression). Conflict-free: impl=ornith-35,
reviewer=orchestrator.
2026-06-29 22:57:34 -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 3b5aa90a89 slice 2b COMPLETE: social OAuth (GitHub/Google) — oauthStart/oauthCallback
oauth.ts by ornith (zero-dep, injectable-fetch, 15 tests; fixed its self-import bug
so OAuthProvider is exported). Router/context integration by orchestrator: CSRF state
cookie (HMAC), code exchange, find/link/create user (sentinel pw_hash for OAuth-only),
session. 74/74 backend tests green. CSRF rejection + reuse-no-duplicate covered.
2026-06-29 21:17:57 -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 82079b3e66 slice 1e-1f: tRPC router (auth + market.snapshot) + node:http server
auth.signup/login/logout/me with signed HMAC session cookies + scrypt hashing;
market.snapshot mega-endpoint (quote+candles+sector). node:http server mounts
tRPC at /api/trpc + /health + background drain loop. Live-verified: real NVDA
194.97/65 candles/Technology served after stale-while-revalidate drain. 36 tests green.
2026-06-29 17:40:42 -04:00