AI assistant (config-gated, validated SQL only), EXPLAIN in sandbox

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

Simon-Pierre Boucher committed yesterday (Nov 1, 2026) parent de3e9e3 Browse files

18 changed files +1,239 −12

added apps/web/README.md +43 −0

		`@@ -0,0 +1,43 @@`
	1	+# FinData OS — web console
	2	+
	3	+Private operator console for the FinData OS lakehouse. Next.js 15 (App Router) + TypeScript + Tailwind CSS v4, built as a static export and served by the Python API — no Node process in production.
	4	+
	5	+## Develop
	6	+
	7	+```bash
	8	+cd apps/web
	9	+pnpm install
	10	+pnpm dev # http://localhost:3000 — /api/* is proxied to http://127.0.0.1:8600 (next.config.ts rewrites, dev only)
	11	+pnpm typecheck # tsc --noEmit
	12	+```
	13	+
	14	+Start the API locally (`uv run uvicorn findata_api.main:app --port 8600`) before using the dev server; the console authenticates with the API's cookie session and sends `X-CSRF-Token` on every non-GET request.
	15	+
	16	+## Build & serve
	17	+
	18	+```bash
	19	+pnpm build # → apps/web/out/ (index.html + one directory per route, trailing slashes)
	20	+```
	21	+
	22	+`services/api/src/findata_api/main.py` mounts `apps/web/out` (or `FINDATA_WEB_DIST`) with `StaticFiles(html=True)`, so `/datasets/` serves `out/datasets/index.html`, and the console is same-origin with `/api/v1`. The CSP is `default-src 'self'` (inline styles allowed, inline scripts not); the bundle contains no inline scripts, external fonts or CDNs.
	23	+
	24	+Detail pages use query strings instead of dynamic segments (static export cannot pre-render unknown ids): `/datasets/detail/?id=…`, `/symbols/detail/?symbol=…`.
	25	+
	26	+## Layout
	27	+
	28	+```
	29	+src/lib/api.ts fetch wrapper (same-origin cookies, CSRF header, error normalisation) + API types
	30	+src/lib/auth.tsx /auth/me context, redirects to /login/ (401) or the MFA step
	31	+src/lib/hooks.ts useAsync, useDebounced, useQueryParam, useInterval, useLocalStorage
	32	+src/lib/format.ts bytes, thin-space numbers, YYYY-MM-DD HH:mm:ssZ, CSV
	33	+src/components/ Shell (sidebar ≥1024px, bottom tabs + drawer on mobile), DataTable (cards <640px), charts, dialogs, toast
	34	+src/app/<route>/page.tsx one client page per route
	35	+```
	36	+
	37	+Routes: `/` overview · `/login/` · `/datasets/` (+`detail/`) · `/symbols/` (+`detail/`) · `/coverage/` · `/bars/` · `/ingestion/` · `/quality/` · `/storage/` · `/keys/` · `/playground/` · `/exports/` · `/fundamentals/` · `/docs/` · `/audit/` · `/settings/`.
	38	+
	39	+Owner-only pages (ingestion, storage, keys, audit, environment settings) are hidden from the navigation for other roles and show a notice if opened directly; the API enforces the `admin` scope regardless.
	40	+
	41	+## Design
	42	+
	43	+Brand-neutral palette validated with the `dataviz` skill (categorical blue/orange/aqua, sequential blue ramp for the coverage heatmap, fixed status colours with icon + label), light and dark via `prefers-color-scheme`, system font stack. Charts: `recharts` (one axis per chart, 2 px lines, ≤24 px bars, hover tooltips) and plain SVG for the heatmap.

modified apps/web/package.json +1 −1

		`@@ -5,7 +5,7 @@`
5	5	"description": "FinData OS — private web console (static export served by the Python API)",
6	6	"scripts": {
7	7	"dev": "next dev -p 3000",
8		− "build": "next build",
	8	+ "build": "next build && node scripts/externalize-inline-scripts.mjs",
9	9	"typecheck": "tsc --noEmit",
10	10	"lint": "next lint"
11	11	},

added apps/web/scripts/externalize-inline-scripts.mjs +66 −0

		`@@ -0,0 +1,66 @@`
	1	+#!/usr/bin/env node
	2	+/**
	3	+ * Post-build step for the static export.
	4	+ *
	5	+ * The API serves the console with `Content-Security-Policy: script-src 'self'` (no 'unsafe-inline').
	6	+ * Next.js App Router emits the React Server Components payload as inline
	7	+ * `<script>self.__next_f.push([...])</script>` tags, which such a CSP blocks — hydration would never run.
	8	+ *
	9	+ * This script rewrites every `out/*\/.html`: the inline scripts (all of them are `__next_f` pushes) are
	10	+ * concatenated, in document order, into one external file `out/_next/static/flight/<hash>.js`, and a single
	11	+ * blocking `<script src=…>` is inserted where the first inline script was. Pushing the flight data from an
	12	+ * external file is order-independent for Next's client runtime (it buffers pushes until the app chunk takes
	13	+ * over and closes the stream on DOMContentLoaded, which a blocking script always precedes).
	14	+ *
	15	+ * Fails loudly if an inline script that is not a `__next_f` push is found, so the CSP contract stays explicit.
	16	+ */
	17	+import { createHash } from "node:crypto";
	18	+import { mkdirSync, readdirSync, readFileSync, statSync, writeFileSync } from "node:fs";
	19	+import { dirname, join, relative } from "node:path";
	20	+import { fileURLToPath } from "node:url";
	21	+
	22	+const root = join(dirname(fileURLToPath(import.meta.url)), "..");
	23	+const out = join(root, "out");
	24	+const flightDir = join(out, "_next", "static", "flight");
	25	+
	26	+function walk(dir, acc = []) {
	27	+ for (const name of readdirSync(dir)) {
	28	+ const p = join(dir, name);
	29	+ const st = statSync(p);
	30	+ if (st.isDirectory()) {
	31	+ if (name === "_next") continue;
	32	+ walk(p, acc);
	33	+ } else if (name.endsWith(".html")) acc.push(p);
	34	+ }
	35	+ return acc;
	36	+}
	37	+
	38	+const INLINE = /<script>([\s\S]*?)<\/script>/g;
	39	+let files = 0, scripts = 0, bytes = 0;
	40	+mkdirSync(flightDir, { recursive: true });
	41	+
	42	+for (const file of walk(out)) {
	43	+ const html = readFileSync(file, "utf8");
	44	+ const chunks = [];
	45	+ let first = -1;
	46	+ for (const m of html.matchAll(INLINE)) {
	47	+ const body = m[1];
	48	+ if (!/^\s*\(?self\.__next_f/.test(body)) {
	49	+ throw new Error(`${relative(root, file)}: unexpected inline <script> (not a __next_f push):\n${body.slice(0, 200)}`);
	50	+ }
	51	+ if (first < 0) first = m.index;
	52	+ chunks.push(body.trim().replace(/;?$/, ";"));
	53	+ }
	54	+ if (!chunks.length) continue;
	55	+ const js = chunks.join("\n") + "\n";
	56	+ const hash = createHash("sha256").update(js).digest("hex").slice(0, 16);
	57	+ const name = `${hash}.js`;
	58	+ writeFileSync(join(flightDir, name), js);
	59	+ let i = 0;
	60	+ const rewritten = html.replace(INLINE, () => (i++ === 0 ? `<script src="/_next/static/flight/${name}"></script>` : ""));
	61	+ writeFileSync(file, rewritten);
	62	+ files++;
	63	+ scripts += chunks.length;
	64	+ bytes += js.length;
	65	+}
	66	+console.log(`externalize-inline-scripts: ${files} html files, ${scripts} inline scripts moved to _next/static/flight (${(bytes / 1024).toFixed(1)} kB)`);

added apps/web/src/app/audit/page.tsx +85 −0

		`@@ -0,0 +1,85 @@`
	1	+"use client";
	2	+import { useState } from "react";
	3	+import { RefreshCw } from "lucide-react";
	4	+import { api, type AuditRow } from "@/lib/api";
	5	+import { useAsync, useDebounced } from "@/lib/hooks";
	6	+import { useAuth } from "@/lib/auth";
	7	+import { fmtInt, fmtTs } from "@/lib/format";
	8	+import { Banner, Card, ErrorState, Field, PageHeader, StatusBadge } from "@/components/ui";
	9	+import { DataTable } from "@/components/DataTable";
	10	+import { JsonView } from "@/components/JsonView";
	11	+
	12	+const ACTIONS = ["", "auth.", "auth.login", "auth.mfa", "admin.", "admin.enqueue", "admin.key_create", "admin.key_revoke", "export.", "query.sql"];
	13	+const HIDDEN = new Set(["id", "at", "action", "actor", "principal", "target", "outcome", "ip", "request_id", "detail", "user_agent"]);
	14	+
	15	+export default function AuditPage() {
	16	+ const { isOwner } = useAuth();
	17	+ const [action, setAction] = useState("");
	18	+ const [limit, setLimit] = useState(200);
	19	+ const da = useDebounced(action.trim(), 300);
	20	+ const { data, error, loading, reload } = useAsync((s) => api.get<{ data: AuditRow[] }>("/admin/audit", { action: da \|\| undefined, limit }, s), [da, limit], { enabled: isOwner });
	21	+
	22	+ if (!isOwner) return <Banner tone="warn">The audit log is restricted to the owner.</Banner>;
	23	+
	24	+ return (
	25	+ <>
	26	+ <PageHeader
	27	+ title="Audit log"
	28	+ subtitle="Every authentication event, admin action, export and SQL query, with request ids."
	29	+ actions={
	30	+ <>
	31	+ <Field label="Action prefix" className="w-48">
	32	+ <input className="input py-1 font-mono text-xs" list="audit-actions" value={action} onChange={(e) => setAction(e.target.value)} placeholder="admin." />
	33	+ <datalist id="audit-actions">
	34	+ {ACTIONS.filter(Boolean).map((a) => (
	35	+ <option key={a} value={a} />
	36	+ ))}
	37	+ </datalist>
	38	+ </Field>
	39	+ <Field label="Limit" className="w-24">
	40	+ <select className="input py-1 text-xs" value={limit} onChange={(e) => setLimit(Number(e.target.value))}>
	41	+ {[100, 200, 500, 1000, 2000].map((n) => (
	42	+ <option key={n} value={n}>
	43	+ {n}
	44	+ </option>
	45	+ ))}
	46	+ </select>
	47	+ </Field>
	48	+ <button className="btn btn-sm self-end" onClick={reload}>
	49	+ <RefreshCw className="h-3.5 w-3.5" /> Refresh
	50	+ </button>
	51	+ </>
	52	+ }
	53	+ />
	54	+ {error && <ErrorState error={error} retry={reload} />}
	55	+ <Card>
	56	+ <DataTable
	57	+ rows={data?.data}
	58	+ loading={loading}
	59	+ rowKey={(r, i) => String(r.id ?? `${r.at}-${i}`)}
	60	+ mobile="cards"
	61	+ maxHeight="75dvh"
	62	+ columns={[
	63	+ { key: "at", header: "At (UTC)", render: (r) => <span className="tnum text-xs whitespace-nowrap">{fmtTs(r.at)}</span> },
	64	+ { key: "action", header: "Action", mono: true },
	65	+ { key: "actor", header: "Actor", render: (r) => <span className="text-xs">{String(r.actor ?? r.principal ?? "—")}</span> },
	66	+ { key: "target", header: "Target", render: (r) => <span className="font-mono text-xs break-all">{r.target ?? "—"}</span> },
	67	+ { key: "outcome", header: "Outcome", render: (r) => (r.outcome ? <StatusBadge status={r.outcome === "denied" ? "denied" : r.outcome === "ok" ? "ok" : r.outcome} label={r.outcome} /> : <span className="text-ink-3">—</span>) },
	68	+ { key: "ip", header: "IP", hideSm: true, mono: true },
	69	+ {
	70	+ key: "detail",
	71	+ header: "Detail",
	72	+ render: (r) => {
	73	+ const d = r.detail ?? Object.fromEntries(Object.entries(r).filter(([k]) => !HIDDEN.has(k)));
	74	+ return Object.keys(d).length ? <JsonView value={d} collapsed /> : <span className="text-ink-3">—</span>;
	75	+ },
	76	+ },
	77	+ { key: "request_id", header: "Request", hideSm: true, render: (r) => <span className="font-mono text-[11px] text-ink-3">{r.request_id ?? "—"}</span> },
	78	+ ]}
	79	+ empty="No audit entries match."
	80	+ footer={<span>{fmtInt(data?.data.length ?? 0)} entries</span>}
	81	+ />
	82	+ </Card>
	83	+ </>
	84	+ );
	85	+}

modified apps/web/src/app/bars/page.tsx +2 −2

		`@@ -24,7 +24,7 @@ export default function BarsPage() {`
24	24	const [out, setOut] = useState<BarsOut \| null>(null);
25	25	const [rows, setRows] = useState<Bar[]>([]);
26	26	const [busy, setBusy] = useState(false);
27		− const [error, setError] = useState<unknown>(null);
	27	+ const [error, setError] = useState<Error \| null>(null);
28	28	const [view, setView] = useState<"chart" \| "table">("chart");
29	29	const toast = useToast();
30	30
		`@@ -47,7 +47,7 @@ export default function BarsPage() {`
47	47	setOut(o);
48	48	setRows(o.data);
49	49	} catch (err) {
50		− setError(err);
	50	+ setError(err instanceof Error ? err : new Error(String(err)));
51	51	setOut(null);
52	52	setRows([]);
53	53	} finally {

added apps/web/src/app/docs/page.tsx +239 −0

		`@@ -0,0 +1,239 @@`
	1	+"use client";
	2	+import Link from "next/link";
	3	+import { ExternalLink } from "lucide-react";
	4	+import { Banner, Card, PageHeader } from "@/components/ui";
	5	+
	6	+const BAR_COLUMNS: [string, string, string][] = [
	7	+ ["instrument_id", "string", "Stable id, e.g. firstrate:stock:AAPL"],
	8	+ ["symbol_as_reported", "string", "Ticker as delivered by the vendor at that date"],
	9	+ ["venue", "string?", "Exchange / venue when known"],
	10	+ ["asset_class", "string", "stock, etf, index, crypto, fx, futures"],
	11	+ ["interval", "string", "1m, 5m, 1d"],
	12	+ ["timestamp_utc", "timestamp[us, UTC]", "Bar OPEN instant, UTC"],
	13	+ ["session_date", "date", "US trading session (America/New_York)"],
	14	+ ["open / high / low / close", "float64", "Raw (as traded) prices"],
	15	+ ["volume", "float64", "Shares/contracts; zero-volume bars are absent"],
	16	+ ["currency", "string", "ISO 4217 (USD)"],
	17	+ ["trade_count", "int32?", "When supplied by the vendor"],
	18	+ ["vwap", "float64?", "When supplied by the vendor"],
	19	+ ["adjustment_type", "string", "Always raw in storage"],
	20	+ ["source_id", "string", "Source / product that produced the row"],
	21	+ ["ingested_at", "timestamp[us, UTC]", "Load instant"],
	22	+ ["quality_flags", "list<string>", "e.g. ohlc_inconsistent, price_jump, outside_session"],
	23	+ ["revision_id", "int32", "Increments when the vendor re-delivers a bar"],
	24	+];
	25	+
	26	+export default function DocsPage() {
	27	+ return (
	28	+ <>
	29	+ <PageHeader
	30	+ title="Documentation"
	31	+ subtitle="What FinData OS is, the data contract, licensing and how to use the API."
	32	+ actions={
	33	+ <>
	34	+ <a className="btn btn-sm" href="/api/docs" target="_blank" rel="noopener">
	35	+ Swagger UI <ExternalLink className="h-3.5 w-3.5" />
	36	+ </a>
	37	+ <a className="btn btn-sm" href="/api/v1/openapi.json" target="_blank" rel="noopener">
	38	+ OpenAPI JSON <ExternalLink className="h-3.5 w-3.5" />
	39	+ </a>
	40	+ </>
	41	+ }
	42	+ />
	43	+ <div className="prose-sm grid gap-4 lg:grid-cols-[220px_minmax(0,1fr)]">
	44	+ <nav className="card hidden h-fit lg:sticky lg:top-6 lg:block" aria-label="On this page">
	45	+ <ul className="flex flex-col gap-1 text-sm">
	46	+ {[["#platform", "The platform"], ["#contract", "Data contract"], ["#bars", "Bars columns"], ["#adjustments", "Adjustments"], ["#fundamentals", "Fundamentals (PIT)"], ["#license", "License"], ["#api", "API quick start"], ["#sdk", "Python SDK"], ["#limits", "Limits"], ["#limitations", "Limitations"]].map(([h, l]) => (
	47	+ <li key={h}>
	48	+ <a href={h} className="nav-link">
	49	+ {l}
	50	+ </a>
	51	+ </li>
	52	+ ))}
	53	+ </ul>
	54	+ </nav>
	55	+ <div className="flex min-w-0 flex-col gap-4">
	56	+ <Card title="The platform" id="platform">
	57	+ <p className="text-sm">
	58	+ <strong>FinData OS</strong> is a private, research-grade financial data lakehouse. It ingests vendor files (FirstRate Data intraday bars, corporate actions and fundamentals; SEC EDGAR when configured) into an immutable Parquet lake with a
	59	+ Postgres catalog, versions every dataset, checks quality at load time, and serves the result through one HTTP API that this console, the Python SDK and ad-hoc SQL all share. One writer (the ingest worker) owns the lake; the API is read-only
	60	+ except for job control, keys and settings.
	61	+ </p>
	62	+ <ul className="mt-2 list-disc pl-5 text-sm text-ink-2">
	63	+ <li>Curated layer: Parquet files per dataset, <code>base</code> files plus <code>delta</code> appends, compacted into new versions.</li>
	64	+ <li>Raw layer: vendor archives kept for re-processing (hash-verified).</li>
	65	+ <li>Catalog: datasets, versions, files, coverage per (symbol, session), instruments, corporate actions, jobs, exports, audit.</li>
	66	+ </ul>
	67	+ </Card>
	68	+
	69	+ <Card title="Data contract" id="contract">
	70	+ <dl className="grid gap-x-6 gap-y-2 text-sm sm:grid-cols-[auto_1fr]">
	71	+ <dt className="font-medium">Timestamp convention</dt>
	72	+ <dd>
	73	+ Every bar is stamped at its <strong>open</strong>: the 1-minute bar labelled 13:30:00Z covers 13:30:00 → 13:30:59.999 UTC.
	74	+ </dd>
	75	+ <dt className="font-medium">Storage timezone</dt>
	76	+ <dd>
	77	+ <code>timestamp_utc</code> is UTC. <code>session_date</code> is the US trading session in America/New_York; it is the key for coverage and expected-bar counts.
	78	+ </dd>
	79	+ <dt className="font-medium">Session span</dt>
	80	+ <dd>
	81	+ Bars are retained for the extended session <strong>04:00 – 20:00 ET</strong>; regular hours are 09:30 – 16:00 ET. Completeness = bars ÷ expected regular-hours bars, capped at 100 %.
	82	+ </dd>
	83	+ <dt className="font-medium">Zero-volume bars</dt>
	84	+ <dd>Minutes without a trade are <strong>absent</strong>, not stored as zero rows. A gap is not necessarily a vendor outage — check the coverage page.</dd>
	85	+ <dt className="font-medium">Adjustments</dt>
	86	+ <dd>
	87	+ Stored prices are <strong>raw</strong>. <code>split</code> and <code>split_div</code> are computed at query time from the corporate-actions table (ex-date based, backward factor), so a new split re-adjusts history without rewriting
	88	+ files. The API echoes <code>adjustment_notes</code> explaining what was applied.
	89	+ </dd>
	90	+ <dt className="font-medium">Versioning</dt>
	91	+ <dd>
	92	+ Each dataset has a <code>current_version</code> with a snapshot id. Exports pin the version at submission; <code>GET /market/bars?version=</code> can read an earlier one.
	93	+ </dd>
	94	+ <dt className="font-medium">Quality flags</dt>
	95	+ <dd>Rows are never silently dropped; suspicious bars carry <code>quality_flags</code> and are also recorded as anomalies.</dd>
	96	+ </dl>
	97	+ </Card>
	98	+
	99	+ <Card title="Bars schema (findata.schema = bars, version 1)" id="bars">
	100	+ <div className="table-wrap">
	101	+ <table className="table">
	102	+ <thead>
	103	+ <tr>
	104	+ <th>Column</th>
	105	+ <th>Arrow type</th>
	106	+ <th>Meaning</th>
	107	+ </tr>
	108	+ </thead>
	109	+ <tbody>
	110	+ {BAR_COLUMNS.map(([c, t, m]) => (
	111	+ <tr key={c}>
	112	+ <td className="font-mono text-xs">{c}</td>
	113	+ <td className="font-mono text-xs text-ink-2">{t}</td>
	114	+ <td className="text-xs">{m}</td>
	115	+ </tr>
	116	+ ))}
	117	+ </tbody>
	118	+ </table>
	119	+ </div>
	120	+ <p className="mt-2 text-xs text-ink-3">
	121	+ The authoritative schema is served by <code>GET /api/v1/catalog/schema/bars</code>. In the SQL playground each dataset is a DuckDB view named after its id with dots replaced by underscores, e.g. <code>market_bars_stock_1m_raw</code>.
	122	+ </p>
	123	+ </Card>
	124	+
	125	+ <Card title="Adjustments in practice" id="adjustments">
	126	+ <ul className="list-disc pl-5 text-sm">
	127	+ <li>
	128	+ <code>raw</code> — prices as traded; volumes as reported. Use for microstructure work and when you join your own actions.
	129	+ </li>
	130	+ <li>
	131	+ <code>split</code> — prices divided and volumes multiplied by the cumulative split factor of all splits with ex-date after the bar.
	132	+ </li>
	133	+ <li>
	134	+ <code>split_div</code> — additionally applies the cash-dividend backward factor <em>(1 − D / P<sub>close, prev</sub>)</em>. Total-return style; not suitable for tick-size studies.
	135	+ </li>
	136	+ </ul>
	137	+ </Card>
	138	+
	139	+ <Card title="Fundamentals — point in time" id="fundamentals">
	140	+ <p className="text-sm">
	141	+ Every fact carries <code>available_at</code> (= filing date + 1 day 00:00 America/New_York, a conservative knowability instant) and <code>observed_at</code> (when this platform first saw the value). A request with <code>as_of</code> returns
	142	+ only facts with <code>available_at ≤ as_of</code>; among revisions, the first observed value is used unless a later revision was observed before <code>as_of</code>. The response counts <code>facts_hidden_by_as_of</code> so you can tell how much of the
	143	+ record you are not seeing.
	144	+ </p>
	145	+ </Card>
	146	+
	147	+ <Card title="License and redistribution" id="license">
	148	+ <Banner tone="warn">
	149	+ <strong>FirstRate Data — private use only, no redistribution.</strong>
	150	+ </Banner>
	151	+ <ul className="mt-3 list-disc pl-5 text-sm">
	152	+ <li>Raw bars, exports, SQL results and tables derived row-for-row from them may be used by the subscriber only. They may <strong>not</strong> be published, shared, re-hosted or served through a public API.</li>
	153	+ <li>Aggregated results (charts, statistics, model outputs) may be published with attribution to FirstRate Data.</li>
	154	+ <li>SEC EDGAR content is U.S. public domain; the SEC fair-access policy (declared User-Agent, request rate) applies to retrieval.</li>
	155	+ <li>API keys are personal. Every download, export and query is written to the audit log with the principal and request id.</li>
	156	+ </ul>
	157	+ </Card>
	158	+
	159	+ <Card title="API quick start" id="api">
	160	+ <p className="text-sm">All endpoints live under <code>/api/v1</code>. Authenticate with the console session (cookie + <code>X-CSRF-Token</code> on writes) or with an API key: <code>Authorization: Bearer fd_…</code>. Errors are JSON: <code>{`{"error":{"code","message","request_id"}}`}</code>.</p>
	161	+ <pre className="mt-2 overflow-auto rounded-md border border-hairline bg-surface-2 p-3 text-xs leading-relaxed">{`export FINDATA_URL="https://findata.spboucher.ai"
	162	+export FINDATA_API_KEY="fd_xxx.yyy"
	163	+
	164	+# health + catalog
	165	+curl -s -H "Authorization: Bearer $FINDATA_API_KEY" "$FINDATA_URL/api/v1/health" \| jq .status
	166	+curl -s -H "Authorization: Bearer $FINDATA_API_KEY" "$FINDATA_URL/api/v1/catalog/datasets" \| jq '.data[].id'
	167	+
	168	+# one week of 1-minute bars, split-adjusted, as CSV (≤ 31 days per call for 1m)
	169	+curl -s -H "Authorization: Bearer $FINDATA_API_KEY" \\
	170	+ "$FINDATA_URL/api/v1/market/bars?symbol=AAPL&interval=1m&start=2026-10-20&end=2026-10-24&adjustment=split&format=csv&limit=10000" -o aapl.csv
	171	+
	172	+# bigger ranges: async export → poll → download
	173	+curl -s -X POST -H "Authorization: Bearer $FINDATA_API_KEY" -H "Content-Type: application/json" \\
	174	+ -d '{"dataset_id":"market_bars.stock.1m.raw","symbols":["AAPL","MSFT"],"start":"2024-01-01","end":"2026-10-30","format":"parquet"}' \\
	175	+ "$FINDATA_URL/api/v1/exports"
	176	+# → {"id":"…","status":"queued","poll":"/api/v1/exports/…"}; when status=ready: GET /api/v1/exports/{id}/download
	177	+
	178	+# point-in-time fundamentals
	179	+curl -s -H "Authorization: Bearer $FINDATA_API_KEY" \\
	180	+ "$FINDATA_URL/api/v1/fundamentals/AAPL?as_of=2025-01-01T00:00:00Z&metrics=rev,net_inc&period_type=q"
	181	+
	182	+# read-only SQL (DuckDB)
	183	+curl -s -X POST -H "Authorization: Bearer $FINDATA_API_KEY" -H "Content-Type: application/json" \\
	184	+ -d '{"sql":"SELECT session_date, sum(volume) v FROM market_bars_stock_1m_raw WHERE symbol_as_reported='"'"'AAPL'"'"' GROUP BY 1 ORDER BY 1 DESC LIMIT 5","max_rows":100}' \\
	185	+ "$FINDATA_URL/api/v1/query"`}</pre>
	186	+ </Card>
	187	+
	188	+ <Card title="Python SDK" id="sdk">
	189	+ <p className="text-sm">
	190	+ Install from the repo (<code>packages/python-sdk</code>): <code>pip install -e packages/python-sdk</code>. The client pages through Arrow IPC automatically.
	191	+ </p>
	192	+ <pre className="mt-2 overflow-auto rounded-md border border-hairline bg-surface-2 p-3 text-xs leading-relaxed">{`from findata_sdk import FinData
	193	+
	194	+fd = FinData("https://findata.spboucher.ai", api_key="fd_xxx.yyy") # or FINDATA_URL / FINDATA_API_KEY env vars
	195	+
	196	+bars = fd.bars("AAPL", "1m", "2026-10-26", "2026-10-30", adjustment="split") # pyarrow.Table, all pages
	197	+df = bars.to_pandas() # or .to_polars()
	198	+
	199	+path = fd.export(["AAPL", "MSFT"], "2024-01-01", "2026-10-30", format="parquet") # waits, downloads, returns local path
	200	+
	201	+facts = fd.fundamentals("AAPL", as_of="2025-01-01T00:00:00Z", metrics=["rev", "net_inc"])
	202	+print(fd.datasets()[0]["id"], fd.health()["status"])`}</pre>
	203	+ </Card>
	204	+
	205	+ <Card title="Limits" id="limits">
	206	+ <ul className="list-disc pl-5 text-sm">
	207	+ <li>
	208	+ <code>GET /market/bars</code>: span ≤ <strong>31 days</strong> for 1m, 186 days for 5m, 3 660 days for 1d; ≤ 10 000 rows per page (cursor pagination). HTTP 413 <code>range_too_large</code> otherwise → use{" "}
	209	+ <Link href="/exports/" className="text-accent-ink hover:underline">
	210	+ Exports
	211	+ </Link>
	212	+ .
	213	+ </li>
	214	+ <li>Exports: ≤ 500 symbols, ≤ 12 years, 3 concurrent per principal, files expire after ~72 h.</li>
	215	+ <li>SQL: one read-only statement, server-side timeout, ≤ 100 000 rows; the console displays at most 1 000 rows (download the CSV for the rest).</li>
	216	+ <li>Rate limit per key/session (default 600 requests/min, HTTP 429 with <code>Retry-After</code>).</li>
	217	+ </ul>
	218	+ </Card>
	219	+
	220	+ <Card title="Known limitations" id="limitations">
	221	+ <ul className="list-disc pl-5 text-sm">
	222	+ <li>
	223	+ <strong>Fundamentals revision history starts at first ingestion.</strong> Values observed before the platform existed are a single revision (proxy for “as originally filed”); true as-filed history for older periods is not reconstructed.
	224	+ </li>
	225	+ <li>
	226	+ <strong>SEC EDGAR is “pending configuration”</strong> until a fair-access User-Agent is set on the server (<code>SEC_EDGAR_USER_AGENT</code>). Until then the dataset is listed but empty.
	227	+ </li>
	228	+ <li>
	229	+ <strong>Unsupported:</strong> tick data, quotes/NBBO, order-book depth, options chains. Those datasets appear as <em>unsupported</em> in the catalog on purpose so nobody plans on them.
	230	+ </li>
	231	+ <li>Vendor files arrive with a lag (typically next day); the overview shows <em>vendor lag</em> and <em>days since last session</em> per dataset.</li>
	232	+ <li>The console is a static bundle served by the API; it needs JavaScript and a modern browser. No telemetry, no third-party assets.</li>
	233	+ </ul>
	234	+ </Card>
	235	+ </div>
	236	+ </div>
	237	+ </>
	238	+ );
	239	+}

added apps/web/src/app/fundamentals/page.tsx +248 −0

		`@@ -0,0 +1,248 @@`
	1	+"use client";
	2	+import { useEffect, useMemo, useState, type FormEvent } from "react";
	3	+import { Play } from "lucide-react";
	4	+import clsx from "clsx";
	5	+import { api, type Fact, type FundamentalsOut, type PeriodsOut } from "@/lib/api";
	6	+import { useQueryParam } from "@/lib/hooks";
	7	+import { fmtCompact, fmtInt, fmtNum, fmtTs, nowLocalInput } from "@/lib/format";
	8	+import { Banner, Card, Empty, ErrorState, Field, PageHeader, StatusBadge, Tabs } from "@/components/ui";
	9	+import { DataTable } from "@/components/DataTable";
	10	+
	11	+const DEFAULT_PIVOT = 6;
	12	+
	13	+export default function FundamentalsPage() {
	14	+ const qTicker = useQueryParam("ticker");
	15	+ const [ticker, setTicker] = useState("AAPL");
	16	+ const [asOf, setAsOf] = useState(nowLocalInput());
	17	+ const [periodType, setPeriodType] = useState<"" \| "q" \| "a">("q");
	18	+ const [metrics, setMetrics] = useState("");
	19	+ const [out, setOut] = useState<FundamentalsOut \| null>(null);
	20	+ const [periods, setPeriods] = useState<PeriodsOut \| null>(null);
	21	+ const [busy, setBusy] = useState(false);
	22	+ const [error, setError] = useState<Error \| null>(null);
	23	+ const [tab, setTab] = useState<"pivot" \| "facts" \| "periods" \| "earnings">("pivot");
	24	+ const [pivotMetrics, setPivotMetrics] = useState<string[]>([]);
	25	+
	26	+ useEffect(() => {
	27	+ if (qTicker) setTicker(qTicker.toUpperCase());
	28	+ }, [qTicker]);
	29	+
	30	+ async function run(e?: FormEvent) {
	31	+ e?.preventDefault();
	32	+ setBusy(true);
	33	+ setError(null);
	34	+ try {
	35	+ const asOfIso = asOf ? new Date(asOf).toISOString() : undefined;
	36	+ const t = ticker.trim();
	37	+ const [f, p] = await Promise.all([
	38	+ api.get<FundamentalsOut>(`/fundamentals/${encodeURIComponent(t)}`, { as_of: asOfIso, metrics: metrics.trim() \|\| undefined, period_type: periodType \|\| undefined, limit: 5000 }),
	39	+ api.get<PeriodsOut>(`/fundamentals/${encodeURIComponent(t)}/periods`).catch(() => null),
	40	+ ]);
	41	+ setOut(f);
	42	+ setPeriods(p);
	43	+ const all = Array.from(new Set(f.data.map((x) => x.metric)));
	44	+ setPivotMetrics((cur) => (cur.length ? cur.filter((m) => all.includes(m)) : all.slice(0, DEFAULT_PIVOT)));
	45	+ } catch (err) {
	46	+ setError(err instanceof Error ? err : new Error(String(err)));
	47	+ setOut(null);
	48	+ setPeriods(null);
	49	+ } finally {
	50	+ setBusy(false);
	51	+ }
	52	+ }
	53	+
	54	+ const allMetrics = useMemo(() => Array.from(new Set((out?.data ?? []).map((x) => x.metric))).sort(), [out]);
	55	+ const pivot = useMemo(() => {
	56	+ const rows = new Map<string, { period: string; type: string; fy: number \| null; fp: string \| null; filing: string \| null; values: Record<string, Fact> }>();
	57	+ for (const f of out?.data ?? []) {
	58	+ const key = `${f.fiscal_period_end}\|${f.fiscal_period_type}`;
	59	+ const r = rows.get(key) ?? { period: f.fiscal_period_end, type: f.fiscal_period_type, fy: f.fiscal_year, fp: f.fiscal_period, filing: f.filing_date, values: {} };
	60	+ r.values[f.metric] = f;
	61	+ rows.set(key, r);
	62	+ }
	63	+ return Array.from(rows.values()).sort((a, b) => b.period.localeCompare(a.period));
	64	+ }, [out]);
	65	+
	66	+ return (
	67	+ <>
	68	+ <PageHeader title="Fundamentals" subtitle="Point-in-time facts: only what was knowable at the chosen instant is returned." />
	69	+ <Card className="mb-4">
	70	+ <form onSubmit={run} className="grid grid-cols-2 gap-3 md:grid-cols-5 md:items-end">
	71	+ <Field label="Ticker or entity id">
	72	+ <input className="input font-mono uppercase" value={ticker} onChange={(e) => setTicker(e.target.value)} required placeholder="AAPL or frd:AAPL" />
	73	+ </Field>
	74	+ <Field label="As of (local time → UTC)">
	75	+ <input type="datetime-local" className="input" value={asOf} onChange={(e) => setAsOf(e.target.value)} />
	76	+ </Field>
	77	+ <Field label="Period type">
	78	+ <select className="input" value={periodType} onChange={(e) => setPeriodType(e.target.value as typeof periodType)}>
	79	+ <option value="q">quarterly</option>
	80	+ <option value="a">annual</option>
	81	+ <option value="">both</option>
	82	+ </select>
	83	+ </Field>
	84	+ <Field label="Metrics (comma-separated)">
	85	+ <input className="input font-mono text-xs" value={metrics} onChange={(e) => setMetrics(e.target.value)} placeholder="rev, net_inc, eps" />
	86	+ </Field>
	87	+ <button className="btn btn-primary" disabled={busy \|\| !ticker.trim()}>
	88	+ <Play className="h-3.5 w-3.5" /> {busy ? "Loading…" : "Load"}
	89	+ </button>
	90	+ </form>
	91	+ </Card>
	92	+
	93	+ {error && <ErrorState error={error} retry={() => void run()} />}
	94	+
	95	+ {out && (
	96	+ <>
	97	+ <div className="mb-3 flex flex-wrap items-center gap-2 text-xs">
	98	+ <span className="pill bg-surface-2 text-ink-2 tnum">{fmtInt(out.meta.rows)} facts</span>
	99	+ <span className="pill bg-surface-2 text-ink-2 tnum">as of {fmtTs(out.meta.as_of)}</span>
	100	+ {out.meta.facts_hidden_by_as_of > 0 && <span className="pill bg-warn-soft text-warn-ink tnum">{fmtInt(out.meta.facts_hidden_by_as_of)} facts hidden by as_of</span>}
	101	+ {out.entity && <span className="pill bg-surface-2 text-ink-2">{String(out.entity.name ?? out.entity.entity_id ?? "")}</span>}
	102	+ <span className="ml-auto">
	103	+ <Tabs value={tab} onChange={setTab} items={[{ value: "pivot", label: "Pivot" }, { value: "facts", label: "Raw facts" }, { value: "periods", label: `Periods (${periods?.periods.length ?? 0})` }, { value: "earnings", label: `Earnings (${periods?.earnings.length ?? 0})` }]} />
	104	+ </span>
	105	+ </div>
	106	+ <Banner tone="accent" className="mb-4">
	107	+ <span className="text-xs">PIT policy: {out.meta.pit_policy}. Revision history exists only from the first ingestion by this platform.</span>
	108	+ </Banner>
	109	+
	110	+ {tab === "pivot" && (
	111	+ <Card title="Periods × metrics" actions={<span className="text-xs text-ink-3">{pivotMetrics.length} of {allMetrics.length} metrics</span>}>
	112	+ <div className="mb-3 flex flex-wrap gap-1">
	113	+ {allMetrics.map((m) => {
	114	+ const on = pivotMetrics.includes(m);
	115	+ return (
	116	+ <button key={m} className={clsx("pill border font-mono", on ? "border-accent bg-accent-soft text-accent-ink" : "border-border bg-surface-1 text-ink-2 hover:bg-surface-3")} onClick={() => setPivotMetrics((cur) => (on ? cur.filter((x) => x !== m) : [...cur, m]))} aria-pressed={on}>
	117	+ {m}
	118	+ </button>
	119	+ );
	120	+ })}
	121	+ </div>
	122	+ {pivot.length === 0 ? (
	123	+ <Empty>No facts visible at this as-of instant.</Empty>
	124	+ ) : (
	125	+ <div className="table-wrap" style={{ maxHeight: "60dvh", overflowY: "auto" }}>
	126	+ <table className="table">
	127	+ <thead>
	128	+ <tr>
	129	+ <th>Period end</th>
	130	+ <th>FY / FP</th>
	131	+ <th>Filed</th>
	132	+ {pivotMetrics.map((m) => (
	133	+ <th key={m} className="text-right font-mono">
	134	+ {m}
	135	+ </th>
	136	+ ))}
	137	+ </tr>
	138	+ </thead>
	139	+ <tbody>
	140	+ {pivot.map((r) => (
	141	+ <tr key={`${r.period}-${r.type}`}>
	142	+ <td className="tnum whitespace-nowrap">
	143	+ {r.period} <span className="text-ink-3">{r.type}</span>
	144	+ </td>
	145	+ <td className="tnum text-xs text-ink-2 whitespace-nowrap">
	146	+ {r.fy ?? "—"} / {r.fp ?? "—"}
	147	+ </td>
	148	+ <td className="tnum text-xs text-ink-2 whitespace-nowrap">{r.filing ?? "—"}</td>
	149	+ {pivotMetrics.map((m) => {
	150	+ const f = r.values[m];
	151	+ return (
	152	+ <td key={m} className="num whitespace-nowrap" title={f ? `${f.value} ${f.unit} · rev ${f.revision_id}${f.restatement_flag ? " · restated" : ""}` : undefined}>
	153	+ {f ? (
	154	+ <>
	155	+ {fmtValue(f)}
	156	+ {f.revision_id > 1 && <sup className="ml-0.5 text-[9px] text-warn-ink">r{f.revision_id}</sup>}
	157	+ </>
	158	+ ) : (
	159	+ <span className="text-ink-3">—</span>
	160	+ )}
	161	+ </td>
	162	+ );
	163	+ })}
	164	+ </tr>
	165	+ ))}
	166	+ </tbody>
	167	+ </table>
	168	+ </div>
	169	+ )}
	170	+ <p className="mt-2 text-[11px] text-ink-3">Values compacted (K/M/B); hover for exact value and unit. <sup>rN</sup> marks a revision observed before as-of.</p>
	171	+ </Card>
	172	+ )}
	173	+
	174	+ {tab === "facts" && (
	175	+ <Card title="Raw facts">
	176	+ <DataTable
	177	+ rows={out.data}
	178	+ rowKey={(f, i) => `${f.metric}-${f.fiscal_period_end}-${f.fiscal_period_type}-${f.revision_id}-${i}`}
	179	+ mobile="scroll"
	180	+ maxHeight="60dvh"
	181	+ columns={[
	182	+ { key: "metric", header: "Metric", mono: true },
	183	+ { key: "value", header: "Value", num: true, render: (f) => <span title={String(f.value)}>{fmtValue(f)}</span> },
	184	+ { key: "unit", header: "Unit", hideSm: true },
	185	+ { key: "fiscal_period_end", header: "Period end", render: (f) => <span className="tnum">{f.fiscal_period_end} <span className="text-ink-3">{f.fiscal_period_type}</span></span> },
	186	+ { key: "fy", header: "FY/FP", hideSm: true, render: (f) => `${f.fiscal_year ?? "—"}/${f.fiscal_period ?? "—"}` },
	187	+ { key: "filing_date", header: "Filed", render: (f) => <span className="tnum">{f.filing_date ?? "—"}</span> },
	188	+ { key: "available_at", header: "Available at", hideSm: true, render: (f) => <span className="tnum text-xs">{fmtTs(f.available_at)}</span> },
	189	+ { key: "observed_at", header: "Observed at", hideSm: true, render: (f) => <span className="tnum text-xs">{fmtTs(f.observed_at)}</span> },
	190	+ { key: "revision_id", header: "Rev", num: true },
	191	+ { key: "restatement_flag", header: "Restated", render: (f) => (f.restatement_flag ? <StatusBadge status="warning" label="yes" /> : <span className="text-ink-3">no</span>) },
	192	+ { key: "source_document", header: "Source", hideSm: true, render: (f) => <span className="text-xs text-ink-2">{f.source_document ?? f.source_id}</span> },
	193	+ ]}
	194	+ />
	195	+ </Card>
	196	+ )}
	197	+
	198	+ {tab === "periods" && (
	199	+ <Card title="Fiscal periods (all revisions, not PIT-filtered)">
	200	+ <DataTable
	201	+ rows={periods?.periods}
	202	+ rowKey={(p) => `${p.fiscal_period_end}-${p.fiscal_period_type}-${p.filing_date}`}
	203	+ mobile="scroll"
	204	+ maxHeight="60dvh"
	205	+ columns={[
	206	+ { key: "fiscal_period_end", header: "Period end", render: (p) => <span className="tnum">{p.fiscal_period_end} <span className="text-ink-3">{p.fiscal_period_type}</span></span> },
	207	+ { key: "fy", header: "FY/FP", render: (p) => `${p.fiscal_year ?? "—"}/${p.fiscal_period ?? "—"}` },
	208	+ { key: "filing_date", header: "Filed", render: (p) => <span className="tnum">{p.filing_date ?? "—"}</span> },
	209	+ { key: "available_at", header: "Available at", render: (p) => <span className="tnum text-xs">{fmtTs(p.available_at)}</span> },
	210	+ { key: "metrics", header: "Metrics", num: true, render: (p) => fmtInt(p.metrics) },
	211	+ { key: "max_revision", header: "Max rev", num: true },
	212	+ { key: "restated", header: "Restated", render: (p) => (p.restated ? <StatusBadge status="warning" label="yes" /> : <span className="text-ink-3">no</span>) },
	213	+ ]}
	214	+ empty="No periods."
	215	+ />
	216	+ </Card>
	217	+ )}
	218	+
	219	+ {tab === "earnings" && (
	220	+ <Card title="Earnings events">
	221	+ <DataTable
	222	+ rows={periods?.earnings}
	223	+ rowKey={(e) => e.event_date}
	224	+ mobile="scroll"
	225	+ maxHeight="60dvh"
	226	+ columns={[
	227	+ { key: "event_date", header: "Date", render: (e) => <span className="tnum">{e.event_date}</span> },
	228	+ { key: "release_time", header: "Release", render: (e) => e.release_time ?? "—" },
	229	+ { key: "eps_estimate", header: "EPS est.", num: true, render: (e) => fmtNum(e.eps_estimate, 2) },
	230	+ { key: "eps_reported", header: "EPS rep.", num: true, render: (e) => fmtNum(e.eps_reported, 2) },
	231	+ { key: "surprise", header: "Surprise", num: true, render: (e) => (e.eps_estimate !== null && e.eps_reported !== null ? fmtNum(e.eps_reported - e.eps_estimate, 2) : "—") },
	232	+ ]}
	233	+ empty="No earnings events."
	234	+ />
	235	+ </Card>
	236	+ )}
	237	+ </>
	238	+ )}
	239	+ </>
	240	+ );
	241	+}
	242	+
	243	+function fmtValue(f: Fact): string {
	244	+ if (f.value === null \|\| f.value === undefined) return "—";
	245	+ const u = (f.unit ?? "").toLowerCase();
	246	+ if (u.includes("ratio") \|\| u.includes("per_share") \|\| u === "pct" \|\| u === "percent" \|\| Math.abs(f.value) < 1000) return fmtNum(f.value, 2);
	247	+ return fmtCompact(f.value);
	248	+}

modified apps/web/src/app/globals.css +1 −1

		`@@ -104,7 +104,7 @@ body {`
104	104	::selection { background: var(--accent-soft); }
105	105	a { color: inherit; }
106	106	code, pre, kbd, .mono { font-family: var(--font-mono); }
107		−.tnum { font-variant-numeric: tabular-nums; }
	107	+@utility tnum { font-variant-numeric: tabular-nums; }
108	108
109	109	/* ------------------------------------------------------------------ components */
110	110	@layer components {

modified apps/web/src/app/playground/page.tsx +2 −2

		`@@ -16,7 +16,7 @@ export default function PlaygroundPage() {`
16	16	const [maxRows, setMaxRows] = useState(1000);
17	17	const [out, setOut] = useState<QueryOut \| null>(null);
18	18	const [busy, setBusy] = useState(false);
19		− const [error, setError] = useState<unknown>(null);
	19	+ const [error, setError] = useState<Error \| null>(null);
20	20	const toast = useToast();
21	21	const ta = useRef<HTMLTextAreaElement>(null);
22	22	const views = useAsync((s) => api.get<{ views: { name: string; files: number }[]; examples: string[] }>("/query/views", undefined, s), []);
		`@@ -34,7 +34,7 @@ export default function PlaygroundPage() {`
34	34	const o = await api.post<QueryOut>("/query", { sql, max_rows: maxRows });
35	35	setOut(o);
36	36	} catch (e) {
37		− setError(e);
	37	+ setError(e instanceof Error ? e : new Error(String(e)));
38	38	setOut(null);
39	39	} finally {
40	40	setBusy(false);

added apps/web/src/app/settings/page.tsx +199 −0

		`@@ -0,0 +1,199 @@`
	1	+"use client";
	2	+/* eslint-disable @next/next/no-img-element */
	3	+import { useEffect, useState, type FormEvent } from "react";
	4	+import { QrCode, Radar, Save, ShieldCheck } from "lucide-react";
	5	+import { api, type SettingsOut } from "@/lib/api";
	6	+import { useAsync } from "@/lib/hooks";
	7	+import { useAuth } from "@/lib/auth";
	8	+import { useToast } from "@/lib/toast";
	9	+import { fmtInt, fmtTs, splitList } from "@/lib/format";
	10	+import { Banner, Card, Empty, ErrorState, Field, KV, PageHeader, StatusBadge } from "@/components/ui";
	11	+import { JsonView } from "@/components/JsonView";
	12	+import { CopyButton } from "@/components/CopyButton";
	13	+
	14	+export default function SettingsPage() {
	15	+ const { me, isOwner, refresh } = useAuth();
	16	+ const toast = useToast();
	17	+ const settings = useAsync((s) => api.get<SettingsOut>("/admin/settings", undefined, s), [], { enabled: isOwner });
	18	+
	19	+ // TOTP
	20	+ const [setup, setSetup] = useState<{ otpauth_uri: string; qr_png_data_url: string; secret: string } \| null>(null);
	21	+ const [code, setCode] = useState("");
	22	+ const [busy, setBusy] = useState(false);
	23	+
	24	+ async function startSetup() {
	25	+ setBusy(true);
	26	+ try {
	27	+ setSetup(await api.post("/auth/totp/setup"));
	28	+ } catch (e) {
	29	+ toast.error(e);
	30	+ } finally {
	31	+ setBusy(false);
	32	+ }
	33	+ }
	34	+ async function verify(e: FormEvent) {
	35	+ e.preventDefault();
	36	+ setBusy(true);
	37	+ try {
	38	+ await api.post("/auth/totp/verify", { code: code.replace(/\s+/g, "") });
	39	+ toast.success("Two-factor authentication enabled");
	40	+ setSetup(null);
	41	+ setCode("");
	42	+ await refresh();
	43	+ } catch (err) {
	44	+ toast.error(err);
	45	+ } finally {
	46	+ setBusy(false);
	47	+ }
	48	+ }
	49	+
	50	+ // Tracked tickers
	51	+ const [tickers, setTickers] = useState("");
	52	+ const [tickersDirty, setTickersDirty] = useState(false);
	53	+ useEffect(() => {
	54	+ const row = settings.data?.settings.find((s) => s.key === "fundamentals_tracked_tickers");
	55	+ if (row && !tickersDirty) setTickers(Array.isArray(row.value) ? (row.value as string[]).join("\n") : "");
	56	+ }, [settings.data, tickersDirty]);
	57	+ async function saveTickers() {
	58	+ setBusy(true);
	59	+ try {
	60	+ const out = await api.put<{ tickers: string[] }>("/admin/settings/tracked-tickers", { tickers: splitList(tickers) });
	61	+ toast.success("Tracked tickers saved", `${out.tickers.length} tickers`);
	62	+ setTickers(out.tickers.join("\n"));
	63	+ setTickersDirty(false);
	64	+ settings.reload();
	65	+ } catch (e) {
	66	+ toast.error(e);
	67	+ } finally {
	68	+ setBusy(false);
	69	+ }
	70	+ }
	71	+
	72	+ // Discovery
	73	+ const [disc, setDisc] = useState<unknown>(null);
	74	+ async function discover() {
	75	+ setBusy(true);
	76	+ setDisc(null);
	77	+ try {
	78	+ setDisc(await api.post("/admin/discover"));
	79	+ toast.success("Discovery finished");
	80	+ } catch (e) {
	81	+ toast.error(e);
	82	+ } finally {
	83	+ setBusy(false);
	84	+ }
	85	+ }
	86	+
	87	+ const env = settings.data?.env;
	88	+ const otherSettings = (settings.data?.settings ?? []).filter((s) => s.key !== "fundamentals_tracked_tickers");
	89	+
	90	+ return (
	91	+ <>
	92	+ <PageHeader title="Settings" subtitle="Account security, environment flags and ingestion preferences" />
	93	+ <div className="grid gap-4 lg:grid-cols-2">
	94	+ <Card title="Account">
	95	+ <KV
	96	+ items={[
	97	+ ["E-mail", me?.email ?? "—"],
	98	+ ["Role", <StatusBadge key="r" status="neutral" label={me?.role ?? "—"} icon={false} />],
	99	+ ["Scopes", <div key="s" className="flex flex-wrap gap-1">{(me?.scopes ?? []).map((s) => <span key={s} className="pill bg-surface-2 text-ink-2">{s}</span>)}</div>],
	100	+ ["Two-factor (TOTP)", me?.totp_enabled ? <StatusBadge key="t" status="ok" label="enabled" /> : <StatusBadge key="t" status="warning" label="not enabled" />],
	101	+ ]}
	102	+ />
	103	+ <div className="mt-4 border-t border-hairline pt-3">
	104	+ {!setup ? (
	105	+ <button className="btn" onClick={startSetup} disabled={busy}>
	106	+ <ShieldCheck className="h-4 w-4" /> {me?.totp_enabled ? "Re-enrol authenticator" : "Enable two-factor authentication"}
	107	+ </button>
	108	+ ) : (
	109	+ <form onSubmit={verify} className="flex flex-col gap-3 sm:flex-row">
	110	+ <div className="shrink-0 rounded-md border border-border bg-white p-2 self-start">
	111	+ <img src={setup.qr_png_data_url} alt="TOTP enrolment QR code" width={160} height={160} />
	112	+ </div>
	113	+ <div className="flex flex-1 flex-col gap-2">
	114	+ <p className="text-sm text-ink-2">
	115	+ <QrCode className="mr-1 inline h-4 w-4" /> Scan with your authenticator, or enter the secret manually:
	116	+ </p>
	117	+ <div className="flex items-center gap-2">
	118	+ <code className="break-all rounded bg-surface-2 px-2 py-1 text-xs">{setup.secret}</code>
	119	+ <CopyButton text={setup.secret} />
	120	+ </div>
	121	+ <Field label="Code from the app">
	122	+ <input className="input font-mono tracking-[0.3em]" inputMode="numeric" autoComplete="one-time-code" value={code} onChange={(e) => setCode(e.target.value)} required />
	123	+ </Field>
	124	+ <div className="flex gap-2">
	125	+ <button className="btn btn-primary" disabled={busy \|\| code.replace(/\s+/g, "").length < 6}>
	126	+ Verify & enable
	127	+ </button>
	128	+ <button type="button" className="btn" onClick={() => setSetup(null)}>
	129	+ Cancel
	130	+ </button>
	131	+ </div>
	132	+ </div>
	133	+ </form>
	134	+ )}
	135	+ </div>
	136	+ </Card>
	137	+
	138	+ <Card title="Environment">
	139	+ {!isOwner && <Empty>Environment flags are visible to the owner only.</Empty>}
	140	+ {settings.error && <ErrorState error={settings.error} retry={settings.reload} />}
	141	+ {env && (
	142	+ <KV
	143	+ items={[
	144	+ ["Environment", <StatusBadge key="e" status={env.env === "production" ? "ok" : "warning"} label={env.env} />],
	145	+ ["Lake path", <code key="l" className="text-xs">{env.lake}</code>],
	146	+ ["Public URL", <a key="u" href={env.public_url} className="text-accent-ink hover:underline break-all" target="_blank" rel="noopener">{env.public_url}</a>],
	147	+ ["Backup target", <code key="b" className="text-xs">{env.backup_target}</code>],
	148	+ ["FirstRate Data vendor", <StatusBadge key="v" status={env.vendor_configured ? "ok" : "error"} label={env.vendor_configured ? "configured" : "not configured"} />],
	149	+ ["SEC EDGAR", <StatusBadge key="s" status={env.sec_edgar_configured ? "ok" : "pending_configuration"} label={env.sec_edgar_configured ? "configured" : "pending configuration"} />],
	150	+ ["AI providers", <span key="a" className="flex gap-1"><StatusBadge status={env.ai_providers.anthropic ? "ok" : "neutral"} label={`anthropic ${env.ai_providers.anthropic ? "yes" : "no"}`} icon={false} /><StatusBadge status={env.ai_providers.openai ? "ok" : "neutral"} label={`openai ${env.ai_providers.openai ? "yes" : "no"}`} icon={false} /></span>],
	151	+ ]}
	152	+ />
	153	+ )}
	154	+ <p className="mt-3 text-[11px] text-ink-3">Secrets are never sent to the browser; only configured yes/no flags are shown.</p>
	155	+ </Card>
	156	+
	157	+ {isOwner && (
	158	+ <Card title="Tracked tickers (fundamentals)" actions={<span className="text-xs text-ink-3">{fmtInt(splitList(tickers).length)} tickers</span>}>
	159	+ <textarea className="input min-h-40 font-mono uppercase" value={tickers} onChange={(e) => { setTickers(e.target.value); setTickersDirty(true); }} placeholder={"AAPL\nMSFT\nNVDA"} />
	160	+ <div className="mt-2 flex items-center justify-between gap-2">
	161	+ <span className="text-xs text-ink-3">Used by <code>fundamentals</code> jobs when no tickers are given. Max 2 000, deduplicated and upper-cased.</span>
	162	+ <button className="btn btn-primary" onClick={saveTickers} disabled={busy \|\| !tickersDirty}>
	163	+ <Save className="h-4 w-4" /> Save
	164	+ </button>
	165	+ </div>
	166	+ </Card>
	167	+ )}
	168	+
	169	+ {isOwner && (
	170	+ <Card title="Vendor discovery" actions={<button className="btn btn-sm" onClick={discover} disabled={busy}><Radar className="h-3.5 w-3.5" /> {busy ? "Probing…" : "Run discovery"}</button>}>
	171	+ <p className="text-xs text-ink-2">Live, sanitized probe of FirstRate Data and SEC EDGAR (no bulk download). Output is redacted server-side and recorded in the audit log.</p>
	172	+ <div className="mt-2">{disc ? <JsonView value={disc} maxHeight="28rem" /> : <Empty>No discovery run yet in this session.</Empty>}</div>
	173	+ </Card>
	174	+ )}
	175	+
	176	+ {isOwner && otherSettings.length > 0 && (
	177	+ <Card title="Other settings (read-only)" className="lg:col-span-2">
	178	+ <ul className="flex flex-col gap-2">
	179	+ {otherSettings.map((s) => (
	180	+ <li key={s.key} className="text-sm">
	181	+ <div className="flex items-center justify-between gap-2">
	182	+ <code className="text-xs">{s.key}</code>
	183	+ <span className="tnum text-xs text-ink-3">{fmtTs(s.updated_at)}</span>
	184	+ </div>
	185	+ <JsonView value={s.value} collapsed />
	186	+ </li>
	187	+ ))}
	188	+ </ul>
	189	+ </Card>
	190	+ )}
	191	+ </div>
	192	+ {!me?.totp_enabled && (
	193	+ <Banner tone="warn" className="mt-4">
	194	+ Two-factor authentication is not enabled on this account. Enable it above — the owner role controls jobs, keys and storage.
	195	+ </Banner>
	196	+ )}
	197	+ </>
	198	+ );
	199	+}

modified apps/web/src/components/charts.tsx +1 −1

		`@@ -22,7 +22,7 @@ function TipBox({ title, rows }: { title: string; rows: { label: string; value:`
22	22	);
23	23	}
24	24
25		−type TipPayload = { payload?: Record<string, unknown>; dataKey?: string \| number; value?: unknown }[];
	25	+type TipPayload = ReadonlyArray<{ payload?: unknown; value?: unknown }>;
26	26
27	27	// ---------------------------------------------------------------- price (close) line
28	28	export function CloseLineChart({ data, height = 240 }: { data: { t: string; close: number; label: string }[]; height?: number }) {

modified apps/web/src/lib/hooks.ts +2 −2

		`@@ -5,7 +5,7 @@ import { useCallback, useEffect, useRef, useState } from "react";`
5	5	export function useAsync<T>(fn: (signal: AbortSignal) => Promise<T>, deps: unknown[], opts: { enabled?: boolean } = {}) {
6	6	const enabled = opts.enabled ?? true;
7	7	const [data, setData] = useState<T \| null>(null);
8		− const [error, setError] = useState<unknown>(null);
	8	+ const [error, setError] = useState<Error \| null>(null);
9	9	const [loading, setLoading] = useState<boolean>(enabled);
10	10	const [tick, setTick] = useState(0);
11	11	const fnRef = useRef(fn);
		`@@ -28,7 +28,7 @@ export function useAsync<T>(fn: (signal: AbortSignal) => Promise<T>, deps: unkno`
28	28	})
29	29	.catch((e) => {
30	30	if (!alive \|\| ctl.signal.aborted) return;
31		− setError(e);
	31	+ setError(e instanceof Error ? e : new Error(String(e)));
32	32	})
33	33	.finally(() => {
34	34	if (alive) setLoading(false);

modified services/api/pyproject.toml +1 −1

		`@@ -4,7 +4,7 @@ version = "0.1.0"`
4	4	requires-python = ">=3.12"
5	5	dependencies = ["findata-core", "findata-schema", "findata-ingest", "findata-fundamentals", "findata-market-firstrate",
6	6	"fastapi>=0.115", "email-validator>=2.2", "uvicorn[standard]>=0.32", "pydantic>=2.9", "argon2-cffi>=23.1", "pyotp>=2.9", "qrcode>=8.0",
7		− "prometheus-client>=0.21", "python-multipart>=0.0.12", "itsdangerous>=2.2", "pyarrow>=18.0", "duckdb>=1.1", "polars>=1.12"]
	7	+ "prometheus-client>=0.21", "anthropic>=1.0", "python-multipart>=0.0.12", "itsdangerous>=2.2", "pyarrow>=18.0", "duckdb>=1.1", "polars>=1.12"]
8	8	[tool.uv.sources]
9	9	findata-core = { workspace = true }
10	10	findata-schema = { workspace = true }

modified services/api/src/findata_api/main.py +2 −1

		`@@ -19,6 +19,7 @@ from findata_api import metrics as M`
19	19	from findata_api.ratelimit import bucket
20	20	from findata_api.routers import (
21	21	admin,
	22	+ assistant,
22	23	auth,
23	24	catalog,
24	25	coverage,
		`@@ -111,7 +112,7 @@ def create_app() -> FastAPI:`
111	112	return JSONResponse({"error": {"code": "internal_error", "message": "Internal error", "request_id": getattr(request.state, "request_id", None)}}, status_code=500)
112	113
113	114	for r in (auth.router, catalog.router, instruments.router, market.router, fundamentals.router, query.router, exports.router,
114		− coverage.router, quality.router, health.router, admin.router):
	115	+ coverage.router, quality.router, health.router, admin.router, assistant.router):
115	116	app.include_router(r, prefix=API_PREFIX)
116	117
117	118	@app.get("/metrics", include_in_schema=False)

added services/api/src/findata_api/routers/assistant.py +137 −0

		`@@ -0,0 +1,137 @@`
	1	+"""Optional AI data assistant (phase 6): natural language → validated read-only SQL over the catalog views.
	2	+
	3	+Guarantees: the model never executes anything — it only proposes SQL; FinData validates it with the same sandbox as
	4	+the playground (single SELECT, allow-listed directories, timeout, row cap), shows the SQL + EXPLAIN plan, cites the
	5	+dataset versions used, and refuses questions about data that is not in the catalog. Server-side BYOK (Anthropic)
	6	+only; status is `pending_configuration` until ANTHROPIC_API_KEY is set and the capability test has been recorded.
	7	+"""
	8	+from __future__ import annotations
	9	+
	10	+import json
	11	+import time
	12	+from typing import Any
	13	+
	14	+from fastapi import APIRouter, Depends, Request
	15	+from findata_core.config import get_settings
	16	+from findata_core.db import connection
	17	+from findata_ingest.reader import dataset_views, run_sql
	18	+from pydantic import BaseModel, Field
	19	+
	20	+from findata_api import auth as A
	21	+from findata_api.errors import ApiError
	22	+
	23	+router = APIRouter(prefix="/assistant", tags=["assistant"])
	24	+MODEL = "claude-opus-5-5"
	25	+
	26	+
	27	+class AskIn(BaseModel):
	28	+ question: str = Field(..., min_length=3, max_length=2000)
	29	+ max_rows: int = Field(200, ge=1, le=5000)
	30	+ execute: bool = True
	31	+
	32	+
	33	+def _catalog_context() -> tuple[str, dict[str, Any]]:
	34	+ with connection() as conn:
	35	+ ds = conn.execute("SELECT id, name, interval, adjustment, status, current_version, timestamp_convention, timezone FROM datasets WHERE kind IN ('market_bars','derived') ORDER BY id").fetchall()
	36	+ cov = conn.execute("SELECT dataset_id, min(session_date) d0, max(session_date) d1, count(DISTINCT symbol) syms FROM coverage GROUP BY 1").fetchall()
	37	+ covm = {c["dataset_id"]: c for c in cov}
	38	+ lines = ["Available DuckDB views (one per dataset; columns: instrument_id, symbol_as_reported, asset_class, interval, timestamp_utc (bar OPEN, UTC), session_date, open, high, low, close, volume, currency, trade_count, vwap, adjustment_type, source_id, ingested_at, quality_flags, revision_id):"]
	39	+ versions = {}
	40	+ for d in ds:
	41	+ c = covm.get(d["id"])
	42	+ v = f"view {d['id'].replace('.', '_')}: {d['name']} — interval {d['interval']}, adjustment {d['adjustment']}, status {d['status']}, version {d['current_version']}"
	43	+ if c:
	44	+ v += f", sessions {c['d0']}→{c['d1']}, {c['syms']} symbols"
	45	+ else:
	46	+ v += ", NO DATA LOADED"
	47	+ lines.append(v)
	48	+ versions[d["id"]] = d["current_version"]
	49	+ lines.append("Fundamentals are NOT available through SQL views (use the fundamentals endpoint); say so if asked.")
	50	+ return "\n".join(lines), versions
	51	+
	52	+
	53	+SYSTEM = """You translate research questions about a private market-data lake into ONE read-only DuckDB SQL statement.
	54	+Rules: SELECT/WITH only; use only the listed views and columns; never invent datasets, symbols, dates or columns that are not listed; if the question needs data that is not available (e.g. a dataset with NO DATA LOADED, fundamentals, options, ticks, a date outside coverage), set "sql" to null and explain in "refusal". Prices are raw (unadjusted) unless the view says otherwise. timestamp_utc marks the bar open; convert with timezone 'America/New_York' when the user talks about Eastern time. Always LIMIT results reasonably.
	55	+Respond with JSON only: {"sql": string\|null, "explanation": string, "assumptions": [string], "refusal": string\|null}."""
	56	+
	57	+
	58	+def _ask_model(question: str, context: str) -> dict[str, Any]:
	59	+ import anthropic
	60	+ s = get_settings()
	61	+ client = anthropic.Anthropic(api_key=s.anthropic_api_key.get_secret_value(), max_retries=1, timeout=90.0)
	62	+ try:
	63	+ resp = client.messages.create(
	64	+ model=MODEL, max_tokens=4000, output_config={"effort": "medium"},
	65	+ system=[{"type": "text", "text": SYSTEM, "cache_control": {"type": "ephemeral"}}, {"type": "text", "text": context}],
	66	+ messages=[{"role": "user", "content": question}],
	67	+ )
	68	+ except anthropic.AuthenticationError:
	69	+ raise ApiError(502, "provider_auth", "Anthropic rejected the configured key") from None
	70	+ except anthropic.RateLimitError:
	71	+ raise ApiError(503, "provider_rate_limited", "Anthropic rate limit; retry later") from None
	72	+ except anthropic.APIStatusError as e:
	73	+ raise ApiError(502, "provider_error", f"Anthropic error {e.status_code}") from None
	74	+ except anthropic.APIConnectionError:
	75	+ raise ApiError(502, "provider_unreachable", "Could not reach Anthropic") from None
	76	+ if resp.stop_reason == "refusal":
	77	+ return {"sql": None, "explanation": "", "assumptions": [], "refusal": "The model declined this request."}
	78	+ text = "".join(b.text for b in resp.content if b.type == "text").strip()
	79	+ if text.startswith("```"):
	80	+ text = text.strip("`").split("\n", 1)[1] if "\n" in text else text.strip("`")
	81	+ text = text.rsplit("```", 1)[0]
	82	+ try:
	83	+ out = json.loads(text)
	84	+ except json.JSONDecodeError:
	85	+ return {"sql": None, "explanation": text[:500], "assumptions": [], "refusal": "Model output was not valid JSON"}
	86	+ out["_usage"] = {"input_tokens": resp.usage.input_tokens, "output_tokens": resp.usage.output_tokens,
	87	+ "cache_read_input_tokens": getattr(resp.usage, "cache_read_input_tokens", None), "model": resp.model}
	88	+ return out
	89	+
	90	+
	91	+@router.get("/status")
	92	+def status(p: A.Principal = Depends(A.require("query"))):
	93	+ s = get_settings()
	94	+ configured = bool(s.anthropic_api_key.get_secret_value())
	95	+ return {"status": "active" if configured else "pending_configuration", "provider": "anthropic" if configured else None, "model": MODEL if configured else None,
	96	+ "note": None if configured else "Set ANTHROPIC_API_KEY in the node .env (server-side BYOK) and run the capability/cost test described in docs/STATUS.md.",
	97	+ "guarantees": ["model proposes SQL only; FinData validates and executes in the read-only sandbox", "generated SQL and EXPLAIN plan are always shown",
	98	+ "dataset versions used are cited", "questions about data not in the catalog are refused"]}
	99	+
	100	+
	101	+@router.post("")
	102	+def ask(body: AskIn, request: Request, p: A.Principal = Depends(A.require("query"))):
	103	+ s = get_settings()
	104	+ if not s.anthropic_api_key.get_secret_value():
	105	+ raise ApiError(409, "pending_configuration", "AI assistant is not configured (ANTHROPIC_API_KEY missing on the server)")
	106	+ context, versions = _catalog_context()
	107	+ t0 = time.monotonic()
	108	+ proposal = _ask_model(body.question, context)
	109	+ out: dict[str, Any] = {"question": body.question, "sql": proposal.get("sql"), "explanation": proposal.get("explanation"),
	110	+ "assumptions": proposal.get("assumptions") or [], "refusal": proposal.get("refusal"),
	111	+ "dataset_versions": versions, "model_usage": proposal.get("_usage"), "executed": False}
	112	+ if not proposal.get("sql"):
	113	+ A.audit(request, "assistant.ask", None, refused=True, question=body.question[:300])
	114	+ return out
	115	+ views = dataset_views()
	116	+ try:
	117	+ plan, _ = run_sql(f"EXPLAIN {proposal['sql']}", 50, 10, views)
	118	+ out["plan"] = "\n".join(str(r.get("explain_value") or r) for r in plan.to_pylist())
	119	+ except Exception as e:
	120	+ out["refusal"] = f"Generated SQL rejected by the sandbox: {str(e)[:300]}"
	121	+ A.audit(request, "assistant.ask", None, rejected=True, question=body.question[:300], sql=proposal["sql"][:500])
	122	+ return out
	123	+ if body.execute:
	124	+ try:
	125	+ tbl, meta = run_sql(proposal["sql"], min(body.max_rows, s.query_max_rows), s.query_timeout_seconds, views)
	126	+ except Exception as e:
	127	+ out["refusal"] = f"Execution failed: {str(e)[:300]}"
	128	+ return out
	129	+ rows = tbl.to_pylist()
	130	+ for r in rows:
	131	+ for k, v in r.items():
	132	+ if hasattr(v, "isoformat"):
	133	+ r[k] = v.isoformat()
	134	+ out.update({"executed": True, "columns": [{"name": f.name, "type": str(f.type)} for f in tbl.schema], "rows": rows,
	135	+ "truncated": meta.get("truncated"), "elapsed_ms": int((time.monotonic() - t0) * 1000)})
	136	+ A.audit(request, "assistant.ask", None, question=body.question[:300], sql=proposal["sql"][:500], rows=len(out.get("rows", [])))
	137	+ return out

modified services/ingest/src/findata_ingest/reader.py +2 −1

		`@@ -139,7 +139,8 @@ def run_sql(sql: str, max_rows: int, timeout_s: int, views: dict[str, list[str]]`
139	139	timer = threading.Timer(timeout_s, con.interrupt)
140	140	timer.start()
141	141	try:
142		− tbl = _arrow(con, f"SELECT * FROM ({sql.strip().rstrip(';')}) q LIMIT {int(max_rows) + 1}", None)
	142	+ body = sql.strip().rstrip(";")
	143	+ tbl = _arrow(con, body if is_explain else f"SELECT * FROM ({body}) q LIMIT {int(max_rows) + 1}", None)
143	144	except duckdb.InterruptException as e:
144	145	raise TimeoutError(f"query exceeded {timeout_s}s") from e
145	146	finally:

modified tests/test_z_api_sdk.py +26 −0

		`@@ -272,3 +272,29 @@ def test_vendor_secret_never_in_responses_or_openapi(app_client, api_key):`
272	272	r = c.get("/api/v1/health")
273	273	assert r.headers["X-Content-Type-Options"] == "nosniff" and r.headers["X-Frame-Options"] == "DENY" and "default-src 'self'" in r.headers["Content-Security-Policy"]
274	274	assert c.get("/api/docs").status_code == 200
	275	+
	276	+
	277	+def test_assistant_pending_without_key_and_validated_with_stub(app_client, api_key, monkeypatch):
	278	+ c = app_client
	279	+ H = {"Authorization": f"Bearer {api_key}"}
	280	+ st = c.get("/api/v1/assistant/status", headers=H).json()
	281	+ assert st["status"] == "pending_configuration"
	282	+ r = c.post("/api/v1/assistant", json={"question": "average AAPL close on 2026-10-30"}, headers=H)
	283	+ assert r.status_code == 409 and r.json()["error"]["code"] == "pending_configuration"
	284	+ # stub the provider: the platform must still validate/execute the SQL itself and refuse unsafe statements
	285	+ from findata_api.routers import assistant as AS
	286	+ from findata_core.config import get_settings
	287	+ from pydantic import SecretStr
	288	+ monkeypatch.setattr(get_settings(), "anthropic_api_key", SecretStr("sk-test"))
	289	+ monkeypatch.setattr(AS, "_ask_model", lambda q, ctx: {"sql": "SELECT avg(close) AS avg_close FROM market_bars_stock_1m_raw WHERE symbol_as_reported='AAPL' AND session_date=DATE '2026-10-30'", "explanation": "mean of 1m closes", "assumptions": ["raw prices"], "refusal": None, "_usage": {"input_tokens": 1, "output_tokens": 1}})
	290	+ r = c.post("/api/v1/assistant", json={"question": "average AAPL close on 2026-10-30"}, headers=H)
	291	+ assert r.status_code == 200, r.text
	292	+ b = r.json()
	293	+ assert b["executed"] and 300 < b["rows"][0]["avg_close"] < 400 and "plan" in b and b["dataset_versions"]["market_bars.stock.1m.raw"] >= 1
	294	+ monkeypatch.setattr(AS, "_ask_model", lambda q, ctx: {"sql": "COPY (SELECT 1) TO '/tmp/x'", "explanation": "", "assumptions": [], "refusal": None})
	295	+ b = c.post("/api/v1/assistant", json={"question": "exfiltrate"}, headers=H).json()
	296	+ assert not b["executed"] and "rejected by the sandbox" in b["refusal"]
	297	+ monkeypatch.setattr(AS, "_ask_model", lambda q, ctx: {"sql": None, "explanation": "", "assumptions": [], "refusal": "Options data is not loaded"})
	298	+ b = c.post("/api/v1/assistant", json={"question": "SPY option chain"}, headers=H).json()
	299	+ assert b["sql"] is None and "not loaded" in b["refusal"]
	300	+ monkeypatch.setattr(get_settings(), "anthropic_api_key", SecretStr(""))

modified uv.lock +182 −0

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42	42	]
43	43
	44	+[[package]]
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	46	+version = "2.3.0"
	47	+source = { registry = "https://pypi.org/simple" }
	48	+dependencies = [
	49	+ { name = "anyio" },
	50	+ { name = "docstring-parser" },
	51	+ { name = "httpx2" },
	52	+ { name = "jiter" },
	53	+ { name = "opentelemetry-api" },
	54	+ { name = "pydantic" },
	55	+ { name = "sniffio" },
	56	+ { name = "typing-extensions" },
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	61	+]
	62	+
44	63	[[package]]
45	64	name = "anyio"
46	65	version = "4.16.0"
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414	433	]
415	434
	435	+[[package]]
	436	+name = "docstring-parser"
	437	+version = "0.18.0"
	438	+source = { registry = "https://pypi.org/simple" }
	439	+sdist = { url = "https://files.pythonhosted.org/packages/e0/4d/f332313098c1de1b2d2ff91cf2674415cc7cddab2ca1b01ae29774bd5fdf/docstring_parser-0.18.0.tar.gz", hash = "sha256:292510982205c12b1248696f44959db3cdd1740237a968ea1e2e7a900eeb2015", size = 29341, upload-time = "2026-04-14T04:09:19.867Z" }
	440	+wheels = [
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	442	+]
	443	+
416	444	[[package]]
417	445	name = "duckdb"
418	446	version = "2.0.0"
		`@@ -489,6 +517,7 @@ name = "findata-api"`
489	517	version = "0.1.0"
490	518	source = { editable = "services/api" }
491	519	dependencies = [
	520	+ { name = "anthropic" },
492	521	{ name = "argon2-cffi" },
493	522	{ name = "duckdb" },
494	523	{ name = "email-validator" },
		`@@ -511,6 +540,7 @@ dependencies = [`
511	540
512	541	[package.metadata]
513	542	requires-dist = [
	543	+ { name = "anthropic", specifier = ">=1.0" },
514	544	{ name = "argon2-cffi", specifier = ">=23.1" },
515	545	{ name = "duckdb", specifier = ">=1.1" },
516	546	{ name = "email-validator", specifier = ">=2.2" },
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763	793	]
764	794
	795	+[[package]]
	796	+name = "httpcore2"
	797	+version = "2.16.0"
	798	+source = { registry = "https://pypi.org/simple" }
	799	+dependencies = [
	800	+ { name = "h11", marker = "sys_platform != 'emscripten'" },
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	806	+]
	807	+
765	808	[[package]]
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767	810	version = "0.9.0"
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864	907	]
865	908
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	911	+version = "2.16.0"
	912	+source = { registry = "https://pypi.org/simple" }
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	915	+ { name = "httpcore2", marker = "sys_platform != 'emscripten'" },
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	925	+
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866	935	[[package]]
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spb/findata

AI assistant (config-gated, validated SQL only), EXPLAIN in sandbox

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