Investor Flow Build
ac94acf9e3
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
3.1 KiB
3.1 KiB
End-user test guide — Investor Flow
Status: Ready for manual end-user testing (local)
Product framing: Investment management workbench (portfolio, risk, monitor, research, decision process). Adaptive workspace density. Educational publisher legal posture (no buy/sell advice).
Start the stack
From repo root (or your usual scripts):
# Backend (example)
cd app/server && npm run dev # or your start command on :3001
# Frontend
cd app && npm run dev # typically :3000
Or use ./restart-servers.sh if that is your operator path.
Ensure admin can approve new signups if accounts start as pending_approval.
Suggested test path (new user)
- Sign up / sign in → Settings
- Workspace interview (if not onboarded): experience → goal → horizon → terms
- Expect: liquid starter symbols, redirect to Portfolio
- Settings → Workspace — change density focused ↔ standard ↔ full
- Expect: nav items appear/disappear; Overview panels change
- Portfolio — add a holding; confirm marks, cost, P&L on the same page (no separate Monitor)
- Risk — set equity / peak, refresh posture, run sizing math
- Get Started — pick a strategy template (options templates only at full density)
- Decision plan (
/plan) — save a planned/active decision + optional thesis - Theses — create/update status (intact / weakening / broken)
- Journal — close a decision with P&L + reflection
- Research (
/) — management strip + symbol overview - Market Outlook — collapsible sections + tooltips
- Screener (standard+) — filter watchlist
price > 50 - Strategy lab — backtest if strategy forked and candles cached
- Reports — generate HTML note
- Mobile width (<768px) — bottom tabs: Research · Portfolio · Risk · Alerts · More
- Nav — Research section first in desktop sidebar; no Monitor entry
Density checklist
| Density | Should see |
|---|---|
| focused | Portfolio (with marks), Risk, Symbol, Market, Charts, Plan, Theses, Journal, Alerts; limited Overview panels |
| standard | + Institutional, Strategies, Screener, Lab, Reports, Exits |
| full | + Filings, Options DD, Goals, advanced strategy templates |
Known limits (acceptable for this test pass)
- Emotion logger UI not fully productized (reflection on journal close covers close notes)
- SSE live alert push not required (poll/list works)
- Backtest/screener quality depends on cache/watchlist data
- Some admin TypeScript noise pre-existed; does not block user flows
- Brokerage connect is out of scope (manual holdings only)
Pass criteria for this release
- New user can finish interview and land on Portfolio
- Holdings appear in Monitor and Risk
- Density change updates nav without re-login
- Decision plan saves and shows in Journal
- Thesis CRUD works
- Mobile 5-tab shell usable for core management
- No “Recommended buy” style language on Guided Start / starters