Valuation safety (phase 1): ask-vs-RIV anomaly gate, variant-aware discounts, grade parsing fixes

modified apps/web/package.json +1 −0

				`@@ -18,6 +18,7 @@`
18	"@rareindex/search": "workspace:*",	18	"@rareindex/search": "workspace:*",
19	"@rareindex/shared": "workspace:*",	19	"@rareindex/shared": "workspace:*",
20	"@rareindex/taxonomy": "workspace:*",	20	"@rareindex/taxonomy": "workspace:*",
		21	+ "@rareindex/valuation": "workspace:*",
21	"@tanstack/react-query": "^5.90.0",	22	"@tanstack/react-query": "^5.90.0",
22	"drizzle-orm": "^0.45.0",	23	"drizzle-orm": "^0.45.0",
23	"lucide-react": "^1.0.0",	24	"lucide-react": "^1.0.0",

modified apps/web/src/app/api/scanner/[id]/choose/route.ts +4 −1

				`@@ -1,6 +1,7 @@`
1	import { NextResponse } from 'next/server';	1	import { NextResponse } from 'next/server';
2	import { z } from 'zod';	2	import { z } from 'zod';
3	import { chooseCandidate } from '@/lib/ai/scanner';	3	import { chooseCandidate } from '@/lib/ai/scanner';
		4	+import { clientIpHash, currentUserId, getAnonId } from '@/lib/ai/request';
4		5
5	export const runtime = 'nodejs';	6	export const runtime = 'nodejs';
6		7
				`@@ -8,6 +9,8 @@ export async function POST(req: Request, ctx: { params: Promise<{ id: string }>`
8	const { id } = await ctx.params;	9	const { id } = await ctx.params;
9	const body = z.object({ assetId: z.string().nullable() }).safeParse(await req.json().catch(() => ({})));	10	const body = z.object({ assetId: z.string().nullable() }).safeParse(await req.json().catch(() => ({})));
10	if (!body.success \|\| !/^scan_[a-z0-9]+$/.test(id)) return NextResponse.json({ error: 'Invalid request' }, { status: 400 });	11	if (!body.success \|\| !/^scan_[a-z0-9]+$/.test(id)) return NextResponse.json({ error: 'Invalid request' }, { status: 400 });
11	− await chooseCandidate(id, body.data.assetId);	12	+ const [userId, anonId, ipHash] = await Promise.all([currentUserId(), getAnonId(false), clientIpHash()]);
		13	+ const ok = await chooseCandidate(id, body.data.assetId, { userId, anonId, ipHash });
		14	+ if (!ok) return NextResponse.json({ error: 'Not found' }, { status: 404 });
12	return NextResponse.json({ ok: true });	15	return NextResponse.json({ ok: true });
13	}	16	}

modified apps/web/src/app/page.tsx +1 −1

				`@@ -205,7 +205,7 @@ async function Discovery() {`
205	<RadarRail items={radar} hideWhenEmpty />	205	<RadarRail items={radar} hideWhenEmpty />
206	<LotsRail items={lots} hideWhenEmpty />	206	<LotsRail items={lots} hideWhenEmpty />
207	<AssetRail title="Newly Added" subtitle="Latest canonical assets — guide prices labelled, RIV when available" href="/explore?sort=newest" items={newest} metric="guide" />	207	<AssetRail title="Newly Added" subtitle="Latest canonical assets — guide prices labelled, RIV when available" href="/explore?sort=newest" items={newest} metric="guide" />
208	− {opportunities.length ? <AssetRail title="Value Opportunities" subtitle="Listings materially below RIV — analytical data, not advice" href="/listings?sort=discount" items={opportunities} metric="opportunity" /> : null}	208	+ {opportunities.length ? <AssetRail title="Value Opportunities" subtitle="Asks ≥ 10 % below a transaction-based RIV of the same variant (≥ 5 sales, medium+ confidence). Analytical data, not advice; implausible asks are held back as data anomalies." href="/listings?sort=discount&disc=10" items={opportunities} metric="opportunity" /> : null}
209	{watched.length ? <AssetRail title="Most Watched" subtitle="Assets on the most watchlists" href="/explore?sort=trending" items={watched} metric="watchers" /> : null}	209	{watched.length ? <AssetRail title="Most Watched" subtitle="Assets on the most watchlists" href="/explore?sort=trending" items={watched} metric="watchers" /> : null}
210	<MarketInsights rows={markets} />	210	<MarketInsights rows={markets} />
211	</>	211	</>

modified apps/web/src/components/asset/sales-cards.tsx +2 −5

				`@@ -1,7 +1,7 @@`
1	import type { SaleRow, ListingRow } from '@/lib/queries/assets';	1	import type { SaleRow, ListingRow } from '@/lib/queries/assets';
2	import { fmtDate, fmtMoney, fmtRelative, cn } from '@/lib/format';	2	import { fmtDate, fmtMoney, fmtRelative, cn } from '@/lib/format';
3	import { humanize } from '@/lib/taxonomy';	3	import { humanize } from '@/lib/taxonomy';
4	−import { Badge, Delta, EmptyState } from '@/components/ui/primitives';	4	+import { Badge, Delta, EmptyState, VsRiv } from '@/components/ui/primitives';
5	import { GradeBadge, SourceLink, Thumb } from '@/components/market/bits';	5	import { GradeBadge, SourceLink, Thumb } from '@/components/market/bits';
6		6
7	/** Phone-first card lists for sales and listings (tables stay for md+). */	7	/** Phone-first card lists for sales and listings (tables stay for md+). */
				`@@ -48,10 +48,7 @@ export function ListingsCards({ items, className, emptyDescription = 'Live listi`
48	<div className="flex items-baseline justify-between gap-2">	48	<div className="flex items-baseline justify-between gap-2">
49	<span className="num text-[15px] font-semibold text-fg">{fmtMoney(l.priceUsd)}</span>	49	<span className="num text-[15px] font-semibold text-fg">{fmtMoney(l.priceUsd)}</span>
50	{l.discountToRiv !== null ? (	50	{l.discountToRiv !== null ? (
51	− <span className="inline-flex items-center gap-1 text-[11px]">	51	+ <VsRiv discount={l.discountToRiv} className="text-[11px]" />
52	− <span className="text-subtle">vs RIV</span>
53	− <Delta value={-l.discountToRiv} />
54	− </span>
55	) : (	52	) : (
56	<span className="text-[11px] text-subtle">{fmtRelative(l.lastSeenAt)}</span>	53	<span className="text-[11px] text-subtle">{fmtRelative(l.lastSeenAt)}</span>
57	)}	54	)}

modified apps/web/src/components/market/asset-list.tsx +3 −3

				`@@ -2,7 +2,7 @@ import Link from 'next/link';`
2	import type { AssetCard as AssetCardData } from '@/lib/queries/assets';	2	import type { AssetCard as AssetCardData } from '@/lib/queries/assets';
3	import { fmtMoney, fmtNum, fmtRelative, confidenceLabel, cn } from '@/lib/format';	3	import { fmtMoney, fmtNum, fmtRelative, confidenceLabel, cn } from '@/lib/format';
4	import { catName } from '@/lib/taxonomy';	4	import { catName } from '@/lib/taxonomy';
5	−import { Delta, Table, th, td, tdNum, EmptyState } from '@/components/ui/primitives';	5	+import { Delta, Table, th, td, tdNum, EmptyState, VsRiv } from '@/components/ui/primitives';
6	import { Thumb } from './bits';	6	import { Thumb } from './bits';
7	import { PriceLine, TileImage } from './asset-tile';	7	import { PriceLine, TileImage } from './asset-tile';
8		8
				`@@ -81,7 +81,7 @@ function cell(a: AssetCardData, c: AssetColumn) {`
81	case 'trending':	81	case 'trending':
82	return a.trendingScore === null ? <span className="text-subtle">—</span> : a.trendingScore.toFixed(1);	82	return a.trendingScore === null ? <span className="text-subtle">—</span> : a.trendingScore.toFixed(1);
83	case 'opportunity':	83	case 'opportunity':
84	− return a.valueOpportunity === null ? <span className="text-subtle">—</span> : <Delta value={-a.valueOpportunity} />;	84	+ return <VsRiv discount={a.valueOpportunity} showLabel={false} />;
85	case 'watchers':	85	case 'watchers':
86	return fmtNum(a.watchers);	86	return fmtNum(a.watchers);
87	case 'updated':	87	case 'updated':
				`@@ -142,7 +142,7 @@ export function AssetCard({ a, className, metric = 'change30d' }: { a: AssetCard`
142	metric === 'latestSale' ? (	142	metric === 'latestSale' ? (
143	a.latestSaleUsd !== null && a.rivUsd !== null ? <span className="num text-[11px] text-muted">last {fmtMoney(a.latestSaleUsd)}</span> : a.number ? <span className="num text-[11px] text-subtle">#{a.number}</span> : null	143	a.latestSaleUsd !== null && a.rivUsd !== null ? <span className="num text-[11px] text-muted">last {fmtMoney(a.latestSaleUsd)}</span> : a.number ? <span className="num text-[11px] text-subtle">#{a.number}</span> : null
144	) : metric === 'opportunity' ? (	144	) : metric === 'opportunity' ? (
145	− a.valueOpportunity !== null ? <span className="text-[11px] text-muted">vs RIV <Delta value={-a.valueOpportunity} className="text-[11px]" /></span> : null	145	+ a.valueOpportunity !== null ? <VsRiv discount={a.valueOpportunity} className="text-[11px]" /> : null
146	) : metric === 'trending' ? (	146	) : metric === 'trending' ? (
147	a.trendingScore !== null ? <span className="num text-[11px] text-muted">trend {a.trendingScore.toFixed(1)}</span> : null	147	a.trendingScore !== null ? <span className="num text-[11px] text-muted">trend {a.trendingScore.toFixed(1)}</span> : null
148	) : value !== null ? (	148	) : value !== null ? (

modified apps/web/src/components/market/asset-tile.tsx +2 −4

				`@@ -3,7 +3,7 @@ import type { ReactNode } from 'react';`
3	import type { AssetCard as AssetCardData } from '@/lib/queries/assets';	3	import type { AssetCard as AssetCardData } from '@/lib/queries/assets';
4	import { cn, confidenceLabel, fmtMoney, fmtNum, fmtRelative } from '@/lib/format';	4	import { cn, confidenceLabel, fmtMoney, fmtNum, fmtRelative } from '@/lib/format';
5	import { catName } from '@/lib/taxonomy';	5	import { catName } from '@/lib/taxonomy';
6	−import { Delta } from '@/components/ui/primitives';	6	+import { Delta, VsRiv } from '@/components/ui/primitives';
7		7
8	export type TileMetric = 'change7d' \| 'change1d' \| 'change30d' \| 'trending' \| 'watchers' \| 'riv' \| 'opportunity' \| 'new' \| 'guide' \| 'latestSale';	8	export type TileMetric = 'change7d' \| 'change1d' \| 'change30d' \| 'trending' \| 'watchers' \| 'riv' \| 'opportunity' \| 'new' \| 'guide' \| 'latestSale';
9		9
				`@@ -61,9 +61,7 @@ function MetricNode({ a, metric }: { a: AssetCardData; metric: TileMetric }) {`
61	return <span className="num text-[11px] text-muted">{fmtNum(a.watchers)} watching</span>;	61	return <span className="num text-[11px] text-muted">{fmtNum(a.watchers)} watching</span>;
62	case 'opportunity':	62	case 'opportunity':
63	return (	63	return (
64	− <span className="text-[11px] text-muted">	64	+ <VsRiv discount={a.valueOpportunity} className="text-[12px]" />
65	− vs RIV <Delta value={a.valueOpportunity === null ? null : -a.valueOpportunity} className="text-[12px]" />
66	− </span>
67	);	65	);
68	case 'new':	66	case 'new':
69	return <span className="text-[11px] text-muted">added {fmtRelative(a.updatedAt)}</span>;	67	return <span className="text-[11px] text-muted">added {fmtRelative(a.updatedAt)}</span>;

modified apps/web/src/components/market/sales-table.tsx +3 −3

				`@@ -2,7 +2,7 @@ import type { SaleRow, ListingRow } from '@/lib/queries/assets';`
2	import type { LotRow } from '@/lib/queries/market-lists';	2	import type { LotRow } from '@/lib/queries/market-lists';
3	import { fmtDate, fmtMoney, fmtRelative, fmtPct, cn } from '@/lib/format';	3	import { fmtDate, fmtMoney, fmtRelative, fmtPct, cn } from '@/lib/format';
4	import { humanize } from '@/lib/taxonomy';	4	import { humanize } from '@/lib/taxonomy';
5	−import { Table, th, td, tdNum, EmptyState, Badge, Delta } from '@/components/ui/primitives';	5	+import { Table, th, td, tdNum, EmptyState, Badge, Delta, VsRiv } from '@/components/ui/primitives';
6	import { AssetTitleCell, GradeBadge, PriceCell, SourceLink, Thumb } from './bits';	6	import { AssetTitleCell, GradeBadge, PriceCell, SourceLink, Thumb } from './bits';
7		7
8	/** Card list for sales on small screens (image, title, grade, price, source). */	8	/** Card list for sales on small screens (image, title, grade, price, source). */
				`@@ -119,7 +119,7 @@ export function ListingsCards({ items, className }: { items: ListingRow[]; class`
119	</span>	119	</span>
120	<span className="num flex shrink-0 flex-col items-end leading-tight">	120	<span className="num flex shrink-0 flex-col items-end leading-tight">
121	<span className="text-[14px] font-semibold text-fg">{fmtMoney(l.priceUsd)}</span>	121	<span className="text-[14px] font-semibold text-fg">{fmtMoney(l.priceUsd)}</span>
122	− {l.discountToRiv !== null ? <Delta value={-l.discountToRiv} className="text-[11px]" /> : <span className="text-[10px] text-subtle">{humanize(l.listingType)}</span>}	122	+ {l.discountToRiv !== null ? <VsRiv discount={l.discountToRiv} className="text-[11px]" showLabel={false} /> : <span className="text-[10px] text-subtle">{humanize(l.listingType)}</span>}
123	</span>	123	</span>
124	</a>	124	</a>
125	</li>	125	</li>
				`@@ -186,7 +186,7 @@ export function ListingsTable({ items, showAsset = true, className, emptyDescrip`
186	<span className="text-subtle" title="No valuation to compare against">—</span>	186	<span className="text-subtle" title="No valuation to compare against">—</span>
187	) : (	187	) : (
188	<span className="inline-flex flex-col items-end leading-tight">	188	<span className="inline-flex flex-col items-end leading-tight">
189	− <Delta value={-l.discountToRiv} />	189	+ <VsRiv discount={l.discountToRiv} showLabel={false} />
190	{l.assetRivUsd !== undefined && l.assetRivUsd !== null ? <span className="text-[10px] text-subtle">RIV {fmtMoney(l.assetRivUsd)}</span> : null}	190	{l.assetRivUsd !== undefined && l.assetRivUsd !== null ? <span className="text-[10px] text-subtle">RIV {fmtMoney(l.assetRivUsd)}</span> : null}
191	</span>	191	</span>
192	)}	192	)}

modified apps/web/src/components/scanner/scanner-client.tsx +1 −1

				`@@ -260,7 +260,7 @@ function ScanResults({ r, chosen, onChoose }: { r: ScanResponse; chosen: string`
260	<CardHeader title="Parsed listing" subtitle={r.listing.sourceId} action={<a href={r.listing.sourceUrl} target="_blank" rel="noreferrer noopener" className="text-muted hover:text-fg">Open source ↗</a>} />	260	<CardHeader title="Parsed listing" subtitle={r.listing.sourceId} action={<a href={r.listing.sourceUrl} target="_blank" rel="noreferrer noopener" className="text-muted hover:text-fg">Open source ↗</a>} />
261	<div className="grid gap-4 p-4 sm:grid-cols-3">	261	<div className="grid gap-4 p-4 sm:grid-cols-3">
262	<Stat label="Asking price" value={r.listing.price !== null ? fmtMoney(r.listing.price, r.listing.currency ?? 'USD') : '—'} sub={r.listing.rawTitle} />	262	<Stat label="Asking price" value={r.listing.price !== null ? fmtMoney(r.listing.price, r.listing.currency ?? 'USD') : '—'} sub={r.listing.rawTitle} />
263	− <Stat label="vs RareIndex Valuation" value={r.listing.discountToRiv !== null ? <span className={r.listing.discountToRiv < 0 ? 'text-gain' : 'text-loss'}>{fmtPct(r.listing.discountToRiv, 1)}</span> : '—'} sub={{ below_fair_value: 'Below fair value range', in_range: 'Within fair value range', above_fair_value: 'Above fair value range', unknown: 'No valuation to compare' }[r.listing.verdict]} />	263	+ <Stat label="vs RareIndex Valuation" value={r.listing.verdict === 'anomaly' ? <span className="rounded-sm bg-alert-bg px-1.5 py-0.5 text-[11px] font-medium uppercase tracking-wide text-alert">Data/identity anomaly</span> : r.listing.discountToRiv !== null ? <span className={r.listing.discountToRiv <= -0.1 ? 'text-gain' : r.listing.discountToRiv >= 0.1 ? 'text-loss' : 'text-flat'}>{fmtPct(r.listing.discountToRiv, 1)}</span> : '—'} sub={{ below_fair_value: 'Below fair value range', in_range: 'Within fair value range', above_fair_value: 'Above fair value range', anomaly: 'Implausible against the valuation — review the variant, lot, currency and identity', unknown: 'No valuation to compare' }[r.listing.verdict] ?? 'No valuation to compare'} />
264	<Stat label="Grade on listing" value={r.listing.grader ? `${r.listing.grader.toUpperCase()} ${r.listing.grade ?? ''}` : 'Raw / unknown'} />	264	<Stat label="Grade on listing" value={r.listing.grader ? `${r.listing.grader.toUpperCase()} ${r.listing.grade ?? ''}` : 'Raw / unknown'} />
265	</div>	265	</div>
266	</Card>	266	</Card>

modified apps/web/src/components/ui/primitives.tsx +25 −0

+   );
+ }
++/**
++ * Ask vs RareIndex Valuation (§83–§84, §196). `discount` = (ask − RIV) / RIV as stored: negative = the ask
++ * is below the valuation. Anything implausible (ask < 10 % or > 10× RIV) is a data/identity anomaly and is
++ * labelled as such instead of being shown as a percentage — never as a "deal".
++ */
++export function VsRiv({ discount, className, digits = 1, showLabel = true }: { discount: number | null | undefined; className?: string; digits?: number; showLabel?: boolean }) {
++  if (discount === null || discount === undefined || !Number.isFinite(discount)) return <span className={cn('text-subtle', className)} title="No comparable valuation for this variant">—</span>;
++  const ratio = 1 + discount;
++  if (ratio < 0.1 || ratio > 10) {
++    return (
++      <span className={cn('inline-flex items-center gap-1 rounded-sm bg-alert-bg px-1.5 py-0.5 text-[10px] font-medium uppercase tracking-wide text-alert', className)} title="The asking price is implausible against this valuation (wrong variant, lot, currency or identity). Not a deal until reviewed.">
++        Data/identity anomaly
++      </span>
++    );
++  }
++  const tone = discount <= -0.1 ? 'text-gain' : discount >= 0.1 ? 'text-loss' : 'text-flat';
++  const word = discount <= -0.1 ? 'below RIV' : discount >= 0.1 ? 'above RIV' : 'near RIV';
++  return (
++    <span className={cn('num inline-flex items-baseline gap-1 font-medium', tone, className)} title={`Asking price ${fmtPct(Math.abs(discount), digits, false)} ${word}. Analytical data, not advice.`}>
++      {fmtPct(discount, digits)}
++      {showLabel ? <span className="text-[0.85em] font-normal text-subtle">vs RIV</span> : null}
++    </span>
++  );
++}
++
+ export function Badge({ children, tone = 'neutral', className, dot = false }: { children: ReactNode; tone?: 'neutral' | 'gain' | 'loss' | 'index' | 'rarity' | 'alert' | 'gold'; className?: string; dot?: boolean }) {
+   const tones: Record<string, string> = {
+     neutral: 'bg-inset text-muted',

modified apps/web/src/lib/ai/request.ts +8 −8

				`@@ -2,7 +2,7 @@ import 'server-only';`
2	import { createHmac, randomUUID } from 'node:crypto';	2	import { createHmac, randomUUID } from 'node:crypto';
3	import { cookies, headers } from 'next/headers';	3	import { cookies, headers } from 'next/headers';
4	import { getCurrentUser } from '@/lib/auth/session';	4	import { getCurrentUser } from '@/lib/auth/session';
5	−import { getDb, aiQuotas, sql } from '@rareindex/database';	5	+import { getDb, sql } from '@rareindex/database';
6		6
7	const SECRET = () => process.env.SESSION_SECRET ?? 'dev-only';	7	const SECRET = () => process.env.SESSION_SECRET ?? 'dev-only';
8		8
				`@@ -56,13 +56,13 @@ export async function consumeQuota(feature: keyof typeof QUOTAS, opts: { userId:`
56	const limit = opts.userId ? QUOTAS[feature]!.user : QUOTAS[feature]!.anonymous;	56	const limit = opts.userId ? QUOTAS[feature]!.user : QUOTAS[feature]!.anonymous;
57	const key = opts.userId ? `user:${opts.userId}` : `ip:${opts.ipHash}`;	57	const key = opts.userId ? `user:${opts.userId}` : `ip:${opts.ipHash}`;
58	const date = new Date().toISOString().slice(0, 10);	58	const date = new Date().toISOString().slice(0, 10);
59	− const db = getDb();	59	+ // Atomic increment (unique (key, feature, date)): concurrent requests can no longer create
60	− const [row] = await db.execute(sql`select count from ai_quotas where key = ${key} and feature = ${feature} and date = ${date} limit 1`);	60	+ // duplicate counters and slip past the limit.
61	− const used = Number((row as { count?: number } \| undefined)?.count ?? 0);	61	+ const [row] = await getDb().execute(sql`insert into ai_quotas (key, feature, date, count) values (${key}, ${feature}, ${date}, 1)
62	− if (used >= limit) return { ok: false, used, limit };	62	+ on conflict (key, feature, date) do update set count = ai_quotas.count + 1 returning count`);
63	− if (row) await db.execute(sql`update ai_quotas set count = count + 1 where key = ${key} and feature = ${feature} and date = ${date}`);	63	+ const used = Number((row as { count?: number } \| undefined)?.count ?? 1);
64	− else await db.insert(aiQuotas).values({ key, feature, date, count: 1 });	64	+ if (used > limit) return { ok: false, used: used - 1, limit };
65	− return { ok: true, used: used + 1, limit };	65	+ return { ok: true, used, limit };
66	}	66	}
67		67
68	export function aiErrorMessage(err: unknown): { status: number; message: string } {	68	export function aiErrorMessage(err: unknown): { status: number; message: string } {

modified apps/web/src/lib/ai/research-tools.ts +2 −1

				`@@ -203,11 +203,12 @@ export async function executeTool(name: string, rawInput: unknown): Promise<unkn`
203	const i = input as z.infer<typeof TOOL_SCHEMAS.screen>;	203	const i = input as z.infer<typeof TOOL_SCHEMAS.screen>;
204	const col = sql.raw(`s.${WINDOWS[i.window as Window]}`);	204	const col = sql.raw(`s.${WINDOWS[i.window as Window]}`);
205	const sortCol = { change: col, value: sql`s.riv_usd`, liquidity: sql`s.liquidity_score`, sales: sql`s.sales_count`, trending: sql`s.trending_score`, opportunity: sql`s.value_opportunity` }[i.sort as string] ?? col;	205	const sortCol = { change: col, value: sql`s.riv_usd`, liquidity: sql`s.liquidity_score`, sales: sql`s.sales_count`, trending: sql`s.trending_score`, opportunity: sql`s.value_opportunity` }[i.sort as string] ?? col;
		206	+ const sortDir = i.sort === 'opportunity' ? sql`ASC NULLS LAST` : sql`DESC NULLS LAST`; // opportunity: most below RIV first
206	const rows = await run(sql`select ${ASSET_COLS} from assets a join asset_stats s on s.asset_id = a.id where s.riv_sample_size >= ${i.min_sales} ${scope(i.category)}	207	const rows = await run(sql`select ${ASSET_COLS} from assets a join asset_stats s on s.asset_id = a.id where s.riv_sample_size >= ${i.min_sales} ${scope(i.category)}
207	${i.min_price_usd != null ? sql`and s.riv_usd >= ${i.min_price_usd}` : sql``} ${i.max_price_usd != null ? sql`and s.riv_usd <= ${i.max_price_usd}` : sql``}	208	${i.min_price_usd != null ? sql`and s.riv_usd >= ${i.min_price_usd}` : sql``} ${i.max_price_usd != null ? sql`and s.riv_usd <= ${i.max_price_usd}` : sql``}
208	${i.min_change != null ? sql`and ${col} >= ${i.min_change}` : sql``} ${i.max_change != null ? sql`and ${col} <= ${i.max_change}` : sql``}	209	${i.min_change != null ? sql`and ${col} >= ${i.min_change}` : sql``} ${i.max_change != null ? sql`and ${col} <= ${i.max_change}` : sql``}
209	${i.max_sales_1y != null ? sql`and s.sales_1y <= ${i.max_sales_1y}` : sql``} ${i.min_liquidity != null ? sql`and s.liquidity_score >= ${i.min_liquidity}` : sql``}	210	${i.max_sales_1y != null ? sql`and s.sales_1y <= ${i.max_sales_1y}` : sql``} ${i.min_liquidity != null ? sql`and s.liquidity_score >= ${i.min_liquidity}` : sql``}
210	− order by ${sortCol} desc nulls last limit ${i.limit}`);	211	+ order by ${sortCol} ${sortDir} limit ${i.limit}`);
211	return { filters: i, count: rows.length, results: rows };	212	return { filters: i, count: rows.length, results: rows };
212	}	213	}
213	case 'record_sales': {	214	case 'record_sales': {

modified apps/web/src/lib/ai/research.ts +3 −1

				`@@ -48,7 +48,9 @@ export async function loadSession(sessionId: string, owner: { anonId: string \| n`
48	const [s] = await db.select().from(researchSessions).where(eq(researchSessions.id, sessionId)).limit(1);	48	const [s] = await db.select().from(researchSessions).where(eq(researchSessions.id, sessionId)).limit(1);
49	if (!s) return null;	49	if (!s) return null;
50	if (s.userId && s.userId !== owner.userId) return null;	50	if (s.userId && s.userId !== owner.userId) return null;
51	− if (!s.userId && s.anonId && s.anonId !== owner.anonId) return null;	51	+ // anonymous threads are readable only by the browser that created them; a thread without an
		52	+ // anon id (cookie could not be set) is not readable by anyone afterwards
		53	+ if (!s.userId && (!owner.anonId \|\| s.anonId !== owner.anonId)) return null;
52	const messages = await db.select().from(researchMessages).where(eq(researchMessages.sessionId, sessionId)).orderBy(researchMessages.createdAt);	54	const messages = await db.select().from(researchMessages).where(eq(researchMessages.sessionId, sessionId)).orderBy(researchMessages.createdAt);
53	return { session: s, messages };	55	return { session: s, messages };
54	}	56	}

modified apps/web/src/lib/ai/scanner.ts +21 −5

				`@@ -5,6 +5,8 @@ import { getGrader, parseGradeFromTitle } from '@rareindex/taxonomy';`
5	import { identifyCollectible, getRouter, type ImageInput, type Identification } from '@rareindex/ai';	5	import { identifyCollectible, getRouter, type ImageInput, type Identification } from '@rareindex/ai';
6	import { lookupViaApi } from './lookup';	6	import { lookupViaApi } from './lookup';
7	import { findCandidates, assetContext, type Candidate } from './candidates';	7	import { findCandidates, assetContext, type Candidate } from './candidates';
		8	+import { assessAsk } from '@rareindex/valuation';
		9	+import { toUsdAt } from '@/lib/account/fx';
8		10
9	export interface ScanResult {	11	export interface ScanResult {
10	sessionId: string;	12	sessionId: string;
				`@@ -33,7 +35,7 @@ export interface ListingSummary {`
33	identifiers: Record<string, string>;	35	identifiers: Record<string, string>;
34	/** price vs RIV when both known: negative = below fair value */	36	/** price vs RIV when both known: negative = below fair value */
35	discountToRiv: number \| null;	37	discountToRiv: number \| null;
36	− verdict: 'below_fair_value' \| 'in_range' \| 'above_fair_value' \| 'unknown';	38	+ verdict: 'below_fair_value' \| 'in_range' \| 'above_fair_value' \| 'anomaly' \| 'unknown';
37	}	39	}
38		40
39	interface ScanInput {	41	interface ScanInput {
				`@@ -104,9 +106,16 @@ export async function runScan(input: ScanInput): Promise<ScanResult> {`
104	const best = top && top.score >= 0.25 ? { ...top, context: await assetContext(top.assetId) } : null;	106	const best = top && top.score >= 0.25 ? { ...top, context: await assetContext(top.assetId) } : null;
105	if (!best) notes.push(candidates.length ? 'Low-confidence match: review the candidates below.' : 'No matching asset in the RareIndex catalog yet. The pipeline adds assets as connectors ingest sources.');	107	if (!best) notes.push(candidates.length ? 'Low-confidence match: review the candidates below.' : 'No matching asset in the RareIndex catalog yet. The pipeline adds assets as connectors ingest sources.');
106		108
107	− if (listing && best?.rivUsd && listing.price !== null && listing.currency === 'USD') {	109	+ if (listing && best?.rivUsd && listing.price !== null && listing.currency) {
108	− listing.discountToRiv = (listing.price - best.rivUsd) / best.rivUsd;	110	+ // Compare in USD at today's ECB rate; gate exactly like the valuation worker (transaction-based RIV,
109	− listing.verdict = listing.discountToRiv <= -0.15 ? 'below_fair_value' : listing.discountToRiv >= 0.2 ? 'above_fair_value' : 'in_range';	111	+ // ≥ 5 sales, medium+ confidence) and refuse implausible ratios instead of calling them deals.
		112	+ const fx = listing.currency === 'USD' ? { usd: listing.price } : await toUsdAt(listing.price, listing.currency, null);
		113	+ const gradedMismatch = Boolean(listing.grader && listing.grader !== 'raw' && best.context.variants.length && !best.context.variants.some((v) => (v.grader as string \| null) === listing.grader && (v.grade as string \| null) === listing.grade));
		114	+ const a = assessAsk({ askUsd: fx?.usd ?? null, rivUsd: best.rivUsd, confidence: best.rivConfidence, sampleSize: best.rivSampleSize, sameVariant: gradedMismatch ? false : undefined });
		115	+ listing.discountToRiv = a.discount;
		116	+ listing.verdict = a.verdict === 'deal' ? 'below_fair_value' : a.verdict === 'premium' ? 'above_fair_value' : a.verdict === 'fair' ? 'in_range' : a.verdict === 'anomaly' ? 'anomaly' : 'unknown';
		117	+ if (a.verdict === 'anomaly') notes.push('The asking price is implausible against the matched valuation (below 10 % or above 10× RIV): most likely a different variant, a lot, a currency or an identity mismatch — review before treating it as a deal.');
		118	+ else if (a.verdict === 'ungated') notes.push(`The ask was not compared with the valuation (${a.reasons.join(', ')}).`);
110	}	119	}
111		120
112	const durationMs = Date.now() - started;	121	const durationMs = Date.now() - started;
				`@@ -134,8 +143,15 @@ export async function runScan(input: ScanInput): Promise<ScanResult> {`
134	return { sessionId: id, mode: input.mode, guess, guessConfidence: guess?.confidence ?? null, candidates, best, listing, model, usdEst, durationMs, notes };	143	return { sessionId: id, mode: input.mode, guess, guessConfidence: guess?.confidence ?? null, candidates, best, listing, model, usdEst, durationMs, notes };
135	}	144	}
136		145
137	−export async function chooseCandidate(sessionId: string, assetId: string \| null): Promise<void> {	146	+/** Record the user's confirmation of a candidate. Only the session's owner (user, anon cookie or, failing both, the same IP hash) may write it. */
		147	+export async function chooseCandidate(sessionId: string, assetId: string \| null, owner: { userId: string \| null; anonId: string \| null; ipHash: string }): Promise<boolean> {
		148	+ const [s] = await getDb().select({ userId: scannerSessions.userId, anonId: scannerSessions.anonId, ipHash: scannerSessions.ipHash, candidates: scannerSessions.candidates }).from(scannerSessions).where(eq(scannerSessions.id, sessionId)).limit(1);
		149	+ if (!s) return false;
		150	+ const owns = s.userId ? s.userId === owner.userId : s.anonId ? s.anonId === owner.anonId : s.ipHash === owner.ipHash;
		151	+ if (!owns) return false;
		152	+ if (assetId !== null && !s.candidates.some((c) => c.assetId === assetId)) return false; // only a proposed candidate can be chosen
138	await getDb().update(scannerSessions).set({ chosenAssetId: assetId, chosenAt: new Date() }).where(eq(scannerSessions.id, sessionId));	153	await getDb().update(scannerSessions).set({ chosenAssetId: assetId, chosenAt: new Date() }).where(eq(scannerSessions.id, sessionId));
		154	+ return true;
139	}	155	}
140		156
141	/** Resolve a marketplace URL through the connector framework (lookup → normalize), via the API service. */	157	/** Resolve a marketplace URL through the connector framework (lookup → normalize), via the API service. */

modified apps/web/src/lib/queries/assets.ts +8 −4

				`@@ -135,7 +135,7 @@ const SORTS: Record<ExploreSort, SQL> = {`
135	trending: sql`s.trending_score DESC NULLS LAST`,	135	trending: sql`s.trending_score DESC NULLS LAST`,
136	newest: sql`a.created_at DESC`,	136	newest: sql`a.created_at DESC`,
137	latest_sale: sql`s.latest_sale_at DESC NULLS LAST`,	137	latest_sale: sql`s.latest_sale_at DESC NULLS LAST`,
138	− opportunity: sql`s.value_opportunity DESC NULLS LAST`,	138	+ opportunity: sql`s.value_opportunity ASC NULLS LAST`, // most below RIV first
139	name: sql`a.name ASC`,	139	name: sql`a.name ASC`,
140	number: sql`a.set_name ASC NULLS LAST, (substring(a.number from '^[0-9]+'))::int ASC NULLS LAST, a.number ASC NULLS LAST`,	140	number: sql`a.set_name ASC NULLS LAST, (substring(a.number from '^[0-9]+'))::int ASC NULLS LAST, a.number ASC NULLS LAST`,
141	};	141	};
				`@@ -193,13 +193,17 @@ export async function rankedAssets(kind: RankedKind, opts: { scope?: string[]; l`
193	const chg = opts.window === '1d' ? sql`s.change_1d` : opts.window === '30d' ? sql`s.change_30d` : sql`s.change_7d`;	193	const chg = opts.window === '1d' ? sql`s.change_1d` : opts.window === '30d' ? sql`s.change_30d` : sql`s.change_7d`;
194	const spec: Record<typeof kind, { where: SQL; order: SQL }> = {	194	const spec: Record<typeof kind, { where: SQL; order: SQL }> = {
195	trending: { where: sql`s.trending_score IS NOT NULL`, order: sql`s.trending_score DESC` },	195	trending: { where: sql`s.trending_score IS NOT NULL`, order: sql`s.trending_score DESC` },
196	− gainers: { where: sql`${chg} IS NOT NULL AND ${chg} > 0 AND s.riv_sample_size >= 3`, order: sql`${chg} DESC` },	196	+ // Movers need a valuation that can move: ≥ 5 transactions, medium confidence, a plausible move (≤ ±500 %) and
197	− losers: { where: sql`${chg} IS NOT NULL AND ${chg} < 0 AND s.riv_sample_size >= 3`, order: sql`${chg} ASC` },	197	+ // at least one sale in the last year (a stale series cannot "move").
		198	+ gainers: { where: sql`${chg} IS NOT NULL AND ${chg} > 0 AND ${chg} <= 5 AND s.riv_sample_size >= 5 AND s.riv_confidence >= 0.5 AND coalesce(s.sales_1y, 0) >= 3`, order: sql`${chg} DESC` },
		199	+ losers: { where: sql`${chg} IS NOT NULL AND ${chg} < 0 AND ${chg} >= -0.99 AND s.riv_sample_size >= 5 AND s.riv_confidence >= 0.5 AND coalesce(s.sales_1y, 0) >= 3`, order: sql`${chg} ASC` },
198	volume: { where: sql`s.volume_30d_usd IS NOT NULL AND s.volume_30d_usd > 0`, order: sql`s.volume_30d_usd DESC` },	200	volume: { where: sql`s.volume_30d_usd IS NOT NULL AND s.volume_30d_usd > 0`, order: sql`s.volume_30d_usd DESC` },
199	watched: { where: sql`s.watchers > 0`, order: sql`s.watchers DESC, s.views_30d DESC` },	201	watched: { where: sql`s.watchers > 0`, order: sql`s.watchers DESC, s.views_30d DESC` },
200	newest: { where: sql`true`, order: sql`a.created_at DESC` },	202	newest: { where: sql`true`, order: sql`a.created_at DESC` },
201	expensive: { where: sql`s.riv_usd IS NOT NULL`, order: sql`s.riv_usd DESC` },	203	expensive: { where: sql`s.riv_usd IS NOT NULL`, order: sql`s.riv_usd DESC` },
202	− opportunity: { where: sql`s.value_opportunity IS NOT NULL AND s.value_opportunity > 0`, order: sql`s.value_opportunity DESC` },	204	+ // value_opportunity = (best gated ask − RIV) / RIV: negative = below the valuation. A deal is ≤ −10 %; the
		205	+ // worker never stores implausible ratios, the ≥ −0.9 bound is a second safety net (§84, §196).
		206	+ opportunity: { where: sql`s.value_opportunity IS NOT NULL AND s.value_opportunity <= -0.1 AND s.value_opportunity >= -0.9 AND s.riv_sample_size >= 5 AND s.riv_confidence >= 0.5`, order: sql`s.value_opportunity ASC` },
203	liquid: { where: sql`s.liquidity_score IS NOT NULL`, order: sql`s.liquidity_score DESC` },	207	liquid: { where: sql`s.liquidity_score IS NOT NULL`, order: sql`s.liquidity_score DESC` },
204	// Fallback rails used while valuations are still being computed (§192: honest, data-backed)	208	// Fallback rails used while valuations are still being computed (§192: honest, data-backed)
205	newest_priced: { where: sql`s.riv_usd IS NOT NULL`, order: sql`s.updated_at DESC` },	209	newest_priced: { where: sql`s.riv_usd IS NOT NULL`, order: sql`s.updated_at DESC` },

modified apps/web/src/lib/queries/market-lists.ts +2 −2

				`@@ -97,14 +97,14 @@ export async function listListings(f: ListingsFilters): Promise<{ items: Listing`
97	if (f.grader) where.push(sql`l.grader = ${f.grader}`);	97	if (f.grader) where.push(sql`l.grader = ${f.grader}`);
98	if (f.minUsd != null) where.push(sql`l.price_usd >= ${f.minUsd}`);	98	if (f.minUsd != null) where.push(sql`l.price_usd >= ${f.minUsd}`);
99	if (f.maxUsd != null) where.push(sql`l.price_usd <= ${f.maxUsd}`);	99	if (f.maxUsd != null) where.push(sql`l.price_usd <= ${f.maxUsd}`);
100	− if (f.minDiscount != null) where.push(sql`l.discount_to_riv >= ${f.minDiscount}`);	100	+ if (f.minDiscount != null) where.push(sql`l.discount_to_riv <= ${-Math.abs(f.minDiscount)}`); // stored negative = below RIV
101	if (f.listingType) where.push(sql`l.listing_type = ${f.listingType}`);	101	if (f.listingType) where.push(sql`l.listing_type = ${f.listingType}`);
102	if (f.q && f.q.trim().length >= 2) where.push(sql`(a.title ILIKE ${'%' + f.q.trim() + '%'} OR l.raw_title ILIKE ${'%' + f.q.trim() + '%'})`);	102	if (f.q && f.q.trim().length >= 2) where.push(sql`(a.title ILIKE ${'%' + f.q.trim() + '%'} OR l.raw_title ILIKE ${'%' + f.q.trim() + '%'})`);
103	const orders: Record<NonNullable<ListingsFilters['sort']>, SQL> = {	103	const orders: Record<NonNullable<ListingsFilters['sort']>, SQL> = {
104	newest: sql`l.first_seen_at DESC`,	104	newest: sql`l.first_seen_at DESC`,
105	price_asc: sql`l.price_usd ASC NULLS LAST`,	105	price_asc: sql`l.price_usd ASC NULLS LAST`,
106	price_desc: sql`l.price_usd DESC NULLS LAST`,	106	price_desc: sql`l.price_usd DESC NULLS LAST`,
107	− discount: sql`l.discount_to_riv DESC NULLS LAST`,	107	+ discount: sql`l.discount_to_riv ASC NULLS LAST`, // most below RIV first
108	ending: sql`l.ends_at ASC NULLS LAST`,	108	ending: sql`l.ends_at ASC NULLS LAST`,
109	};	109	};
110	const r = await rows<Record<string, unknown>>(sql`	110	const r = await rows<Record<string, unknown>>(sql`

added packages/database/migrations/0006_skinny_kulan_gath.sql +13 −0

++DROP INDEX "ai_quotas_uq";--> statement-breakpoint
++-- collapse duplicate daily counters created by the former non-atomic read-then-write before the key becomes unique
++DELETE FROM "ai_quotas" a USING "ai_quotas" b WHERE a.key = b.key AND a.feature = b.feature AND a.date = b.date AND a.ctid < b.ctid;--> statement-breakpoint
++CREATE INDEX "asset_stats_change_7d_idx" ON "asset_stats" USING btree ("change_7d");--> statement-breakpoint
++CREATE INDEX "asset_stats_change_30d_idx" ON "asset_stats" USING btree ("change_30d");--> statement-breakpoint
++CREATE INDEX "asset_stats_change_1y_idx" ON "asset_stats" USING btree ("change_1y");--> statement-breakpoint
++CREATE INDEX "asset_stats_opportunity_idx" ON "asset_stats" USING btree ("value_opportunity") WHERE value_opportunity is not null;--> statement-breakpoint
++CREATE INDEX "asset_stats_sales_30d_idx" ON "asset_stats" USING btree ("sales_30d");--> statement-breakpoint
++CREATE INDEX "variant_stats_asset_idx" ON "variant_stats" USING btree ("asset_id");--> statement-breakpoint
++CREATE INDEX "listings_variant_avail_idx" ON "listings" USING btree ("variant_id","availability");--> statement-breakpoint
++CREATE INDEX "listings_discount_idx" ON "listings" USING btree ("discount_to_riv") WHERE discount_to_riv is not null and availability = 'available';--> statement-breakpoint
++CREATE INDEX "sales_valid_date_idx" ON "sales" USING btree ("sale_date") WHERE status = 'valid';--> statement-breakpoint
++CREATE UNIQUE INDEX "ai_quotas_uq" ON "ai_quotas" USING btree ("key","feature","date");
+ \ No newline at end of file

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