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