Investor Flow Build
7492317ebb
**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.
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266 B
Markdown
10 lines
266 B
Markdown
# Handoff pointer (updated 2026-07-23)
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Full handoff saved externally — not in repo.
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```
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Read /tmp/handoff-investor-flow-20260723.md for full context
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```
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Short version: Phase 5 alert UI done, queue errors fixed, automaton removed. See docs/ for as-built status.
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