feat: initial clean commit

.dockerignore

@@ -0,0 +1,18 @@
+.env
+.env.*
+!.env.example
+.git
+.github
+__pycache__/
+*.pyc
+*.pyo
+*.pyd
+*.sqlite
+chroma_db/
+data/
+node_modules/
+ui improvement/node_modules/
+ui improvement/dist/
+_profile_repo/
+_remote_repo/
+*.log

.env.example

@@ -0,0 +1,44 @@
+# Core app settings
+FLASK_SECRET_KEY=replace_with_a_long_random_secret
+FLASK_DEBUG=false
+FLASK_HOST=0.0.0.0
+FLASK_PORT=5000
+PORT=5000
+TRUST_PROXY_HEADERS=true
+
+# Cookie and browser settings
+# Same-origin deployment (recommended for a single cloud web service):
+SESSION_COOKIE_SAMESITE=Lax
+SESSION_COOKIE_SECURE=false
+
+# If you later split frontend and backend across different domains:
+# SESSION_COOKIE_SAMESITE=None
+# SESSION_COOKIE_SECURE=true
+# FRONTEND_ORIGINS=https://your-frontend-domain.com
+FRONTEND_ORIGINS=http://127.0.0.1:5173,http://localhost:5173
+
+# LLM provider
+DEEPSEEK_API_KEY=replace_with_your_deepseek_api_key
+DEEPSEEK_BASE_URL=https://api.deepseek.com
+DEEPSEEK_MODEL=deepseek-chat
+
+# Persistent runtime paths
+DATA_DIR=./data
+CHECKPOINTS_DB_PATH=./data/checkpoints.sqlite
+CHROMA_DB_DIR=./data/chroma_db
+KNOWLEDGE_BASE_PATH=./knowledge
+HF_HOME=./data/hf-home
+SENTENCE_TRANSFORMERS_HOME=./data/sentence-transformers
+
+# Optional media throttling for low-cost cloud deployments
+# BACKGROUND_VIDEO_MAX_MB=8
+# BACKGROUND_VIDEO_MAX_COUNT=4
+
+# Gunicorn production server
+GUNICORN_WORKERS=2
+GUNICORN_THREADS=4
+GUNICORN_TIMEOUT=180
+
+# Optional tracing
+LANGCHAIN_TRACING_V2=false
+LANGCHAIN_API_KEY=

.github/workflows/deploy-pages.yml

@@ -0,0 +1,60 @@
+name: Deploy GitHub Pages
+
+on:
+  push:
+    branches:
+      - main
+  workflow_dispatch:
+
+permissions:
+  contents: read
+  pages: write
+  id-token: write
+
+concurrency:
+  group: pages
+  cancel-in-progress: true
+
+jobs:
+  build:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v5
+
+      - name: Configure Pages
+        uses: actions/configure-pages@v5
+
+      - name: Setup Node
+        uses: actions/setup-node@v4
+        with:
+          node-version: 20
+          cache: npm
+          cache-dependency-path: ui improvement/package-lock.json
+
+      - name: Install frontend dependencies
+        run: npm ci
+        working-directory: ui improvement
+
+      - name: Build frontend
+        run: npm run build
+        working-directory: ui improvement
+        env:
+          VITE_API_BASE: ${{ vars.VITE_API_BASE }}
+          VITE_BASE_PATH: /U2INVEST-Your-Stocks-You-To-Invest/
+
+      - name: Upload Pages artifact
+        uses: actions/upload-pages-artifact@v4
+        with:
+          path: ui improvement/dist
+
+  deploy:
+    environment:
+      name: github-pages
+      url: ${{ steps.deployment.outputs.page_url }}
+    runs-on: ubuntu-latest
+    needs: build
+    steps:
+      - name: Deploy to GitHub Pages
+        id: deployment
+        uses: actions/deploy-pages@v4

.gitignore

@@ -0,0 +1,28 @@
+# Environments
+venv/
+env/
+.env
+
+# Python
+__pycache__/
+*.py[cod]
+*$py.class
+
+# Databases & State
+*.sqlite
+*.sqlite*
+*.db
+checkpoints.sqlite
+chroma_db/
+instance/
+
+# IDEs
+.vscode/
+.idea/
+
+# OS Files
+.DS_Store
+Thumbs.db
+
+# Logs
+*.log

COMMERCIAL_WEBSITE_SITEMAP_AND_PAGE_SPEC.md

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+# U2INVEST Commercial Website Sitemap and Page Spec
+
+## 1. Purpose
+
+This document defines the public-facing commercial website architecture for U2INVEST.
+
+It exists alongside the product application PRD and should be used when designing or building:
+
+- the marketing website
+- the business website
+- the lead-generation website
+- the trust/compliance/legal website layer
+
+The goal is to ensure U2INVEST works as both:
+
+- a serious web product
+- a credible commercial business website
+
+## 2. Recommended Website Model
+
+U2INVEST should be split into two clearly different layers:
+
+### A. Public website layer
+
+Used for:
+
+- discovery
+- brand explanation
+- trust building
+- product explanation
+- sales conversion
+- contact and partnership inquiries
+- legal/compliance visibility
+
+### B. Product application layer
+
+Used for:
+
+- Academy
+- Trading Lab
+- U2CHAT
+- logged-in or product-entry experiences
+
+### Recommended route separation
+
+Use public-site routes for business/marketing pages, and reserve `/app` for the actual product workspace.
+
+This avoids mixing:
+
+- commercial website navigation
+- internal product navigation
+
+## 3. Recommended Route Architecture
+
+## 3.1 Public marketing and business routes
+
+- `/`
+- `/product`
+- `/product/academy`
+- `/product/trading-lab`
+- `/product/u2chat`
+- `/pricing`
+- `/about`
+- `/contact`
+- `/faq`
+- `/resources`
+- `/book-demo`
+- `/get-started`
+
+## 3.2 Legal and policy routes
+
+- `/legal/privacy`
+- `/legal/terms`
+- `/legal/cookies`
+- `/legal/disclaimer`
+- `/legal/risk-disclosure`
+- `/legal/accessibility`
+
+## 3.3 Conversion result routes
+
+- `/thank-you/contact`
+- `/thank-you/demo`
+- `/thank-you/get-started`
+
+## 3.4 Product application routes
+
+- `/app`
+- `/app/academy`
+- `/app/lab`
+- `/app/chat`
+
+If the first release remains partially SPA-based, this route model should still be treated as the target information architecture.
+
+## 4. Primary Navigation Model
+
+### Public desktop header
+
+- Logo
+- Product
+- Pricing
+- Resources
+- About
+- Contact
+- `Book Demo`
+- `Get Started`
+- `Enter App`
+
+### Public mobile nav
+
+- Logo
+- Menu
+- `Get Started`
+
+Menu should include:
+
+- Product
+- Pricing
+- Resources
+- About
+- Contact
+- Book Demo
+- Enter App
+- Legal links in footer region
+
+### Product-app navigation
+
+Once the user enters `/app`, the app should use a separate navigation model oriented around product use:
+
+- Academy
+- Trading Lab
+- U2CHAT
+- user/account entry if added
+- help/support access
+- return-to-site entry if appropriate
+
+## 5. Sitemap
+
+## 5.1 MVP sitemap
+
+- Home
+- Product
+- Product > Academy
+- Product > Trading Lab
+- Product > U2CHAT
+- Pricing
+- About
+- Contact
+- FAQ
+- Book Demo
+- Get Started
+- Privacy Policy
+- Terms of Service
+- Disclaimer
+- Risk Disclosure
+- Footer
+- App entry
+
+## 5.2 Phase-2 sitemap
+
+- Resources
+- Blog/Insights
+- Testimonials / Case Studies
+- Security / Trust page
+- Support / Help page
+- Cookie Policy
+- Accessibility Statement
+
+## 6. Page-by-Page Specification
+
+## 6.1 Home
+
+### Route
+
+- `/`
+
+### Primary goal
+
+Explain what U2INVEST is, why it matters, and move visitors into either:
+
+- product exploration
+- signup/get-started flow
+- demo/contact flow
+
+### Primary audiences
+
+- first-time visitors
+- prospective customers
+- recruiters/stakeholders
+- partners
+
+### Required sections
+
+- hero with value proposition
+- subheadline that explains the three-pillar model
+- primary CTA row
+- trust strip
+- product overview
+- three-pillar explanation:
+  - Academy
+  - Trading Lab
+  - U2CHAT
+- how-it-works section
+- why-U2INVEST / differentiation section
+- trust/compliance statement for finance education and AI
+- proof section:
+  - testimonials
+  - logos
+  - metrics
+  - or placeholders if still pre-commercial
+- FAQ preview
+- final CTA band
+- professional footer
+
+### Primary CTA
+
+- `Get Started`
+
+### Secondary CTA
+
+- `Book Demo`
+
+### Tertiary CTA
+
+- `Explore Product`
+
+### Must communicate
+
+- educational + simulation + AI workflow
+- who it is for
+- what is live data vs simulated vs educational
+- that the product is finance-adjacent and trustworthy
+
+## 6.2 Product Overview
+
+### Route
+
+- `/product`
+
+### Primary goal
+
+Present the integrated product story and help visitors understand how the three pillars work together.
+
+### Required sections
+
+- product overview hero
+- product architecture summary
+- workflow:
+  - learn
+  - practice
+  - analyze
+- section for Academy
+- section for Trading Lab
+- section for U2CHAT
+- data and AI explanation
+- trust and disclaimer strip
+- CTA band
+
+### Primary CTA
+
+- `Get Started`
+
+### Secondary CTA
+
+- `Book Demo`
+
+### Optional CTA
+
+- `Enter App`
+
+## 6.3 Product Page: Academy
+
+### Route
+
+- `/product/academy`
+
+### Primary goal
+
+Sell the Academy as a structured learning environment, not just a video gallery.
+
+### Required sections
+
+- hero focused on financial education outcomes
+- what learners get
+- module structure and roadmap explanation
+- outcomes, takeaways, and progression explanation
+- screenshots or product visuals
+- credibility section for educational sources
+- CTA band
+
+### Primary CTA
+
+- `Start Learning`
+
+### Secondary CTA
+
+- `Explore Product`
+
+## 6.4 Product Page: Trading Lab
+
+### Route
+
+- `/product/trading-lab`
+
+### Primary goal
+
+Sell the Lab as a safe, educational simulation workspace.
+
+### Required sections
+
+- hero focused on safe practice and simulated investing
+- beginner vs advanced workflow explanation
+- charting and trade simulation explanation
+- portfolio and decision-making explanation
+- explicit simulation disclaimer
+- screenshots or workflow visuals
+- CTA band
+
+### Primary CTA
+
+- `Try the Lab`
+
+### Secondary CTA
+
+- `Book Demo`
+
+## 6.5 Product Page: U2CHAT
+
+### Route
+
+- `/product/u2chat`
+
+### Primary goal
+
+Position U2CHAT as a research assistant and learning companion.
+
+### Required sections
+
+- hero focused on AI-assisted market understanding
+- what the assistant can do
+- tool/data/source explanation
+- chart-in-chat explanation
+- RAG / knowledge-base explanation
+- responsible-use statement
+- CTA band
+
+### Primary CTA
+
+- `Try U2CHAT`
+
+### Secondary CTA
+
+- `Explore Product`
+
+## 6.6 Pricing
+
+### Route
+
+- `/pricing`
+
+### Primary goal
+
+Help prospects understand commercial packaging and move them toward:
+
+- self-serve signup
+- demo request
+- pricing inquiry
+
+### Required sections
+
+- pricing hero
+- pricing model explanation
+- plan cards or pricing inquiry model
+- feature comparison
+- who each plan is for
+- FAQ on pricing and access
+- CTA band
+
+### Primary CTA
+
+- `Get Started`
+
+### Secondary CTA
+
+- `Contact Sales`
+
+### If pricing is not ready
+
+Use:
+
+- `Request Pricing`
+- `Book Demo`
+
+Instead of fake numbers.
+
+## 6.7 About
+
+### Route
+
+- `/about`
+
+### Primary goal
+
+Build trust in the company, product mission, and people behind it.
+
+### Required sections
+
+- mission and vision
+- company story
+- product philosophy
+- founder/team section
+- product values
+- finance/AI responsibility statement
+- CTA band
+
+### Primary CTA
+
+- `Contact Us`
+
+### Secondary CTA
+
+- `Book Demo`
+
+## 6.8 Contact
+
+### Route
+
+- `/contact`
+
+### Primary goal
+
+Provide a clear and low-friction business contact path.
+
+### Required sections
+
+- contact hero
+- general contact form
+- business email
+- optional phone number
+- optional business address or region
+- inquiry routing options:
+  - sales
+  - support
+  - partnership
+  - press/media
+  - other
+- social links
+- expected response-time note
+
+### Contact form fields
+
+- full name
+- work email
+- company name
+- role/title
+- inquiry type
+- message
+- consent checkbox
+
+### Primary CTA
+
+- `Send Inquiry`
+
+### Secondary CTA
+
+- `Email Us`
+
+## 6.9 FAQ
+
+### Route
+
+- `/faq`
+
+### Primary goal
+
+Reduce friction for prospects and answer trust, product, and pricing questions.
+
+### Required FAQ groups
+
+- product overview
+- Academy
+- Trading Lab
+- U2CHAT
+- pricing/access
+- privacy/security
+- finance disclaimers
+- support/contact
+
+### Primary CTA
+
+- `Get Started`
+
+### Secondary CTA
+
+- `Contact Us`
+
+## 6.10 Resources
+
+### Route
+
+- `/resources`
+
+### Primary goal
+
+Support SEO, thought leadership, onboarding, and top-of-funnel education.
+
+### Required sections
+
+- featured resources
+- guides/articles/insights
+- education content categories
+- optional newsletter capture
+- CTA band
+
+### Primary CTA
+
+- `Explore Resources`
+
+### Secondary CTA
+
+- `Join Newsletter`
+
+## 6.11 Book Demo
+
+### Route
+
+- `/book-demo`
+
+### Primary goal
+
+Convert qualified prospects into sales conversations.
+
+### Required sections
+
+- demo value proposition
+- who demo is for
+- short expectations note
+- demo request form
+- optional embedded calendar
+
+### Demo request form fields
+
+- full name
+- work email
+- company
+- role
+- team size
+- primary use case
+- timeline
+- message
+- consent checkbox
+
+### Primary CTA
+
+- `Request Demo`
+
+### Secondary CTA
+
+- `Contact Sales`
+
+## 6.12 Get Started
+
+### Route
+
+- `/get-started`
+
+### Primary goal
+
+Move the visitor toward the right next step based on intent.
+
+### Required options
+
+- self-serve start
+- explore product first
+- book a demo
+- contact sales
+
+### Required behavior
+
+This page should segment users quickly:
+
+- individual learner/investor
+- business/institutional buyer
+- partner/media inquiry
+
+## 6.13 Thank-You Pages
+
+### Routes
+
+- `/thank-you/contact`
+- `/thank-you/demo`
+- `/thank-you/get-started`
+
+### Primary goal
+
+Confirm success, reduce uncertainty, and route the next action.
+
+### Required elements
+
+- success confirmation
+- expected response time
+- next-step suggestions
+- fallback contact info
+- return-to-site/product CTA
+
+## 6.14 Legal Pages
+
+### Required routes
+
+- `/legal/privacy`
+- `/legal/terms`
+- `/legal/cookies`
+- `/legal/disclaimer`
+- `/legal/risk-disclosure`
+- `/legal/accessibility`
+
+### Legal page requirements
+
+- clear ownership/company identity
+- last updated date
+- readable structure
+- contact for legal/privacy requests where relevant
+- finance-specific disclaimers where relevant
+
+## 6.15 Product App Entry
+
+### Route
+
+- `/app`
+
+### Primary goal
+
+Create a clean transition from public website mode into product-use mode.
+
+### Required elements
+
+- app overview or immediate workspace
+- wayfinding to:
+  - Academy
+  - Lab
+  - U2CHAT
+- return-to-site path
+- help/support path
+
+## 7. Footer Specification
+
+The footer should exist on every public-facing page.
+
+### Required footer groups
+
+- Product
+- Company
+- Resources
+- Legal
+- Contact
+- Social
+
+### Recommended footer links
+
+### Product
+
+- Product
+- Academy
+- Trading Lab
+- U2CHAT
+- Pricing
+
+### Company
+
+- About
+- Contact
+- Book Demo
+
+### Resources
+
+- FAQ
+- Resources
+- Support
+
+### Legal
+
+- Privacy Policy
+- Terms of Service
+- Disclaimer
+- Risk Disclosure
+- Cookie Policy
+- Accessibility
+
+### Contact
+
+- business email
+- optional phone
+- location
+
+### Social
+
+- LinkedIn
+- X/Twitter
+- GitHub if relevant
+- YouTube if relevant
+
+### Footer utility row
+
+- copyright
+- company name
+- year
+- rights statement
+
+## 8. CTA Architecture
+
+## 8.1 Global CTA hierarchy
+
+### Primary CTA
+
+- `Get Started`
+
+### Secondary CTA
+
+- `Book Demo`
+
+### Tertiary CTA set
+
+- `Explore Product`
+- `Contact Us`
+- `Enter App`
+- `View Pricing`
+
+## 8.2 CTA placement rules
+
+- hero section always includes a primary CTA
+- key product sections include at least one CTA
+- proof and FAQ sections should lead to a next step
+- footer should include at least one conversion CTA
+- contact/demo/pricing pages should have no ambiguous next step
+
+## 9. Lead Funnel and Conversion Flows
+
+## 9.1 Self-serve individual funnel
+
+- Home
+- Product or pillar page
+- Pricing or Get Started
+- Enter App / onboarding
+
+## 9.2 Business buyer funnel
+
+- Home
+- Product
+- Trust/proof/pricing/FAQ
+- Book Demo
+- Thank-you page
+- CRM follow-up
+
+## 9.3 Partnership / press funnel
+
+- Home
+- About or Resources
+- Contact
+- inquiry routing
+
+## 9.4 Support funnel
+
+- Footer / Contact / Help link
+- support path
+- email or help center
+
+## 9.5 Required post-conversion behavior
+
+- confirmation state
+- response-time expectation
+- lead capture storage
+- email notification or CRM creation
+
+## 10. Forms and Integrations
+
+## 10.1 Contact form requirements
+
+- client-side validation
+- server-side validation
+- spam protection
+- success state
+- error state
+- inbox or CRM routing
+
+## 10.2 Demo form requirements
+
+- client-side validation
+- server-side validation
+- optional calendar integration
+- sales inbox or CRM routing
+- success page
+
+## 10.3 Newsletter / lead capture requirements
+
+- email field
+- consent
+- mailing integration
+- success state
+
+## 10.4 Analytics requirements
+
+- page-view tracking
+- CTA click tracking
+- form conversion tracking
+- referral / attribution tracking
+- outbound link tracking
+
+## 10.5 SEO requirements
+
+- unique titles and meta descriptions per page
+- Open Graph metadata
+- semantic heading structure
+- sitemap generation
+- robots rules
+- internal linking plan
+
+## 10.6 Finance-trust requirements
+
+- educational-use language
+- not-financial-advice disclaimer
+- AI limitation disclosure
+- live-data vs simulated-data disclosure
+- risk disclosure for Trading Lab
+
+## 11. Launch Priorities
+
+## 11.1 Must-launch pages
+
+- Home
+- Product
+- Product Academy
+- Product Trading Lab
+- Product U2CHAT
+- Pricing or pricing inquiry
+- About
+- Contact
+- FAQ
+- legal pages
+- Book Demo
+- Get Started
+- professional footer
+
+## 11.2 Should-launch pages
+
+- Resources
+- thank-you pages
+- support/help page
+- testimonials/proof section
+
+## 11.3 Can-launch-later pages
+
+- blog
+- case studies
+- security page
+- newsroom/media page
+
+## 12. Success Criteria
+
+The commercial website is successful if a new visitor can:
+
+- understand what U2INVEST is in under 10 seconds
+- understand the three product pillars clearly
+- trust the company enough to continue exploring
+- find contact and legal information easily
+- submit a contact or demo request without friction
+- identify a clear next step on every key page
+- move cleanly from public website mode into product mode

CURRENT_PROJECT_PRD.md

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+# U2INVEST Current Product PRD
+
+## 1. Executive Summary
+
+U2INVEST is a three-pillar financial product that combines:
+
+1. Knowledge Academy
+2. Trading Lab
+3. U2CHAT AI assistant
+
+The current implementation is a Flask-served single-page web app with:
+
+- one primary frontend file: `templates/index.html`
+- one primary backend/API file: `web_app.py`
+- a LangGraph agent workflow: `agent_graph.py`
+- stock/RAG tools: `tools.py`
+- a Chroma-backed PDF knowledge pipeline: `vector_store.py`
+- a CLI-style agent test entrypoint: `main.py`
+
+This PRD is not a concept document. It is a product-truth document for the current repository. It extracts the actual functions, features, states, gaps, and upgrade paths so the whole UI can be rebuilt without losing product scope.
+
+## 2. Product Vision
+
+Help beginner and intermediate investors learn investing, practice safely, and ask an AI assistant for analysis inside one integrated product.
+
+## 2.1 Commercial Website Vision
+
+U2INVEST should not behave only like an internal demo app or portfolio prototype. As a commercial web product, it should also present itself like a credible business:
+
+- discoverable
+- trustworthy
+- contactable
+- explainable
+- legally defensible
+- conversion-oriented
+
+That means the final product should include both:
+
+- the product application layer
+- the public business/marketing/sales website layer
+
+## 3. Rebuild Objective
+
+Rebuild the entire UI while preserving the full current functional scope, making the product:
+
+- simpler
+- calmer
+- more premium
+- more structurally consistent
+- more maintainable
+- more trustworthy as a product
+
+The rebuild should not accidentally reduce scope. It should preserve the current breadth of Academy, Lab, and U2CHAT while fixing partial features and surfacing hidden capabilities.
+
+The rebuild should also expand the current landing shell into a proper commercial website experience with public-facing business, sales, trust, and contact functionality.
+
+## 4. Target Users and Core Jobs
+
+### Primary users
+
+- Beginner investors who want structured financial education
+- Early-stage self-directed investors who want a safe trading simulator
+- Users who want an AI assistant to explain stocks, market concepts, and strategies
+
+### Secondary users
+
+- Recruiters or reviewers evaluating product thinking and technical execution
+- Users who want a local finance-learning demo with AI and charts
+- Prospective customers evaluating whether to trust or buy the product
+- Business partners, media contacts, and inbound collaborators
+- Prospective hires or stakeholders evaluating the company and product credibility
+
+### Core jobs to be done
+
+- "Teach me the fundamentals of investing."
+- "Let me practice trading without risking money."
+- "Help me analyze a stock with live data and research context."
+- "Give me a workspace where learning, simulation, and AI analysis connect."
+- "Help me understand what this company/product is and whether I should trust it."
+- "Give me a clear way to contact the business, book a demo, or start using the product."
+- "Show me enough credibility, legal clarity, and product value to convert me into a lead or customer."
+
+## 5. Current System Map
+
+### Product shell
+
+- Flask serves a single-page frontend shell
+- SPA-like view switching happens in the browser through `showView()`
+- A browser session receives a generated `user_id`
+
+### Core product surfaces
+
+- Landing page
+- Knowledge Academy
+- Trading Lab
+- U2CHAT
+- Public business/marketing website layer, currently only minimally represented by the landing page
+
+### AI and data layer
+
+- LLM access is configured through `ChatOpenAI` using a DeepSeek-style OpenAI-compatible API
+- LangGraph manages reasoning plus tool routing
+- SQLite persists LangGraph checkpoints
+- AkShare provides live stock data when available
+- Chroma stores local knowledge-base embeddings
+- PDFs in `knowledge/` power retrieval
+
+### Deployment layer
+
+- Local Python execution
+- Dockerfile
+- `docker-compose.yml`
+- `.env` configuration
+
+## 6. Detailed Current Feature Inventory
+
+## 6.1 Landing and Global Navigation
+
+### User-facing features
+
+- Fixed top navigation with logo and links to Academy, Lab, and U2CHAT
+- Branded landing hero with product tagline
+- Three large entry cards for the three product pillars
+- In-browser view switching without page reload
+
+### Supporting frontend functions
+
+- `showView(v)`
+
+### Supporting backend functions
+
+- `index()`
+
+### Current status
+
+- Implemented
+
+### Current gaps
+
+- No deep links for major product surfaces
+- No browser-history-aware routing
+- No route-level loading state
+- No persistent "last visited workspace" behavior
+- No commercial footer
+- No contact information surface
+- No social links
+- No company/about section
+- No trust or proof section
+- No demo, signup, or lead-capture CTA flow
+- No legal links or disclosures in the public shell
+
+## 6.2 Knowledge Academy
+
+### Current content model
+
+The Academy currently includes 50 hardcoded modules in `ACADEMY_DATA`. Each module includes:
+
+- `id`
+- `parent`
+- `cat`
+- `difficulty`
+- `name`
+- `video`
+- `source`
+- `views`
+- `completed`
+- `ratings`
+- `video_intro`
+- `outcomes`
+- `takeaways`
+
+### User-facing features currently implemented
+
+- Academy landing view
+- Grid view of all modules
+- Category label on module cards
+- Module view counts on cards
+- Completion badge on cards
+- Lesson overlay panel
+- Embedded YouTube lesson video
+- Lesson intro copy
+- Outcomes list
+- Takeaways list
+- Completion state CTA
+- Comments thread
+- Comment replies
+- Comment sorting: Top / Newest
+- Share modal
+- Share actions for WhatsApp, Facebook, X, LinkedIn, email, copy link
+- Visual roadmap mode
+- Curated roadmap mode: "Designed By U2INVEST"
+- Custom roadmap mode: "You to Design"
+- Custom roadmap actions:
+  - add node
+  - drag node
+  - connect nodes
+  - break link
+  - delete node
+- Toast notifications
+- Confirmation modal for roadmap destructive actions
+
+### Frontend functions powering Academy
+
+- `loadData()`
+- `openModule(id)`
+- `openShare()`
+- `closeShare()`
+- `copyLink()`
+- `renderComments(list)`
+- `replyAt(user, commentId)`
+- `replyToReply(user, parentCommentId)`
+- `cancelReply()`
+- `postComment()`
+- `setRoadmapMode(mode)`
+- `initRoadmap()`
+- `dragstarted(event, d)`
+- `dragged(event, d)`
+- `dragended(event, d)`
+- `renderCustomRoadmap(g, svg)`
+- `resetPorts()`
+- `openConfirm(title, desc, onOk, onCancel)`
+- `openNodeModal()`
+- `closeNodeModal()`
+- `addCustomNode()`
+- `switchAcademy(tab)`
+- `closeModule()`
+- `renderStatusBox(isDone)`
+- `toggleStatus(isDone)`
+- `sortComments(type)`
+- `showToast(msg)`
+
+### Backend/API functions powering Academy
+
+- `get_academy()`
+- `get_course(cid)`
+- `post_comment()`
+- `like_comment_main()`
+- `like_reply_unique()`
+- `toggle_complete()`
+- `rate_course()`
+
+### What is fully implemented
+
+- Module browsing
+- Module overlay experience
+- Comment posting and replies
+- Completion toggle
+- Average rating display
+- Curated roadmap rendering
+- Custom roadmap editing in current browser session
+
+### What is partial or latent
+
+- `parent` exists in the data model but is not used as the real prerequisite structure in the UI
+- `source` exists in the data model but is not surfaced in the UI
+- `difficulty` is used in roadmap coloring but not clearly surfaced elsewhere
+- `rate_course()` exists in the backend, but there is no visible rating submission UI in the current frontend
+- `like_comment_main()` and `like_reply_unique()` exist in the backend, but the frontend references `toggleLike()` and `toggleReplyLike()` handlers that do not exist
+- Comment dislike icons are visual only and do not trigger anything
+- Share URLs point to `/module/<id>`, but that route is not implemented in Flask
+
+### Known Academy issues to carry into the rebuild plan
+
+- Comment like buttons are visible but broken because the JS handlers are missing
+- Rating is display-only in the current UI
+- Shared module URLs are not truly deep-linkable
+- Comment timestamps are rendered as hardcoded "2 hours ago" / "1 hour ago" strings, not real relative times
+- Academy progress, comments, and ratings are stored in runtime memory only
+- Academy progress is not per-user durable data
+- Academy state is globally mutable on the server
+- `get_course(cid)` does not guard missing IDs cleanly before `.copy()`
+- Custom roadmap state is not persisted to local storage or backend
+- The auto roadmap is a generated visualization, not a precise prerequisite map
+
+### Academy advancement opportunities
+
+- Make progress, comments, ratings, and custom roadmap persistent
+- Convert `parent` into a true learning dependency graph
+- Add search, filter, and sorting across modules
+- Add difficulty badges and progress percentages
+- Surface lesson `source` and instructor credibility more clearly
+- Add note-taking, bookmarks, and study highlights
+- Add quizzes, checkpoints, and completion scoring
+- Add user-specific learning plans and recommended next lessons
+- Add proper rating submission UI and review aggregation
+- Add moderation, abuse control, and comment reporting if community features stay
+- Add actual shareable deep links and direct-open module routes
+
+## 6.3 Trading Lab
+
+### Current product concept
+
+The Lab is a paper-trading workspace for A-share-style stock simulation, with a separate beginner guide path.
+
+### User-facing features currently implemented
+
+- Lab gateway with two paths:
+  - advanced dashboard
+  - beginner guide
+- Beginner guide step flow with 3 educational steps
+- Stock pool grouped by sectors:
+  - Popular
+  - Tech
+  - Energy
+  - Finance
+- Quote cards for stocks in the selected sector
+- Stock selection for chart/trade context
+- K-line chart area
+- Trade ticket with symbol, price, shares, and total
+- Buy action
+- Sell action
+- Holdings panel
+- History panel container
+- Portfolio stats:
+  - Total Assets
+  - Cash
+  - Profit
+  - Return
+- Reset portfolio
+- Refresh dashboard
+
+### Data model and business rules
+
+- Starting cash: $100,000
+- Holdings are tracked per symbol
+- Trade history is stored on buy/sell
+- Buy checks available cash
+- Sell checks whether holdings exist and whether the user has enough shares
+- Frontend requires minimum `100` shares
+
+### Frontend functions powering Trading Lab
+
+- `loadLabData()`
+- `loadSectorStocks()`
+- `selectStock(stock)`
+- `initKlineChart()`
+- `loadKlineData(symbol, days = 60)`
+- `calculateTotal()`
+- `executeTrade(action)`
+- `updatePortfolioUI()`
+- `resetPortfolio()`
+- `refreshLab()`
+- `updateGuideUI()`
+- `nextGuideStep()`
+- `prevGuideStep()`
+- `setLabView(view)`
+
+### Backend/API functions powering Trading Lab
+
+- `get_stock_pool()`
+- `get_real_quote()`
+- `get_kline_data()`
+- `get_portfolio()`
+- `execute_trade()`
+- `reset_portfolio()`
+- `get_market_data()`
+
+### What is fully implemented
+
+- Gateway flow between beginner and advanced entry
+- Beginner guide progression
+- Sector-based stock list loading
+- Quote retrieval with live-data fallback behavior
+- K-line retrieval with live-data fallback behavior
+- Paper buy/sell execution
+- Cash/holdings update logic
+- Portfolio reset
+
+### What is partial or latent
+
+- Trade history is stored in backend state but not rendered into the visible `history-list`
+- Return stat exists in the UI but is not updated in `updatePortfolioUI()`
+- Time-range buttons `60D`, `120D`, `250D` are visible, but `changeTimeRange()` does not exist
+- `get_market_data()` exists as a synthetic endpoint but is not used by the current main UI
+- `user_portfolio.json` exists in the repo but is not used by the current app
+
+### Known Trading Lab issues to carry into the rebuild plan
+
+- Stock selection uses `event.currentTarget` without passing `event`, so the behavior is fragile
+- Portfolio value is calculated from average cost basis, not live mark-to-market pricing
+- Profit shown is therefore not true unrealized P&L
+- Return shown is currently a placeholder
+- History panel is currently a placeholder
+- Backend trusts the client-supplied execution price in `/api/lab/trade`
+- No watchlist, compare view, or market context around a selected stock
+- No order types beyond instant buy/sell
+- No slippage, fees, order status, or risk feedback
+- Lab state is per-session in memory only and resets on server restart
+
+### Trading Lab advancement opportunities
+
+- Implement live mark-to-market portfolio valuation
+- Render complete transaction history with timestamps and realized/unrealized P&L
+- Implement `changeTimeRange()` and persist selected chart interval
+- Add watchlists and favorite symbols
+- Add news and fundamentals side panels for the selected stock
+- Add comparison mode across multiple stocks
+- Add educational hints tied to user actions
+- Add more order types: market, limit, stop, stop-limit
+- Add simulated fees, taxes, and slippage
+- Add portfolio allocation visualization and performance analytics
+- Add saved paper accounts and multiple portfolios
+- Make the server authoritative for pricing instead of trusting client price input
+
+## 6.4 U2CHAT
+
+### Current product concept
+
+U2CHAT is a financial assistant that combines:
+
+- LLM reasoning
+- tool calling
+- local knowledge retrieval
+- stock-related quick context selection
+- inline chart rendering in chat
+
+### User-facing features currently implemented
+
+- Dedicated chat workspace
+- Sidebar with recent sessions
+- New chat action
+- Session reload from sidebar
+- Clear current chat
+- Quick stock-select chips by sector
+- Selected-stock chip strip
+- Prompt input with auto-resize
+- Enter to send
+- Shift+Enter for newline
+- Stop button state during generation
+- Assistant/user message bubbles
+- Simple markdown-like rendering for headings and bullets
+- Inline chart rendering from `json-chart` blocks
+- Empty state for no conversation
+
+### Frontend functions powering U2CHAT
+
+- `loadAgentData()`
+- `loadAgentStocks()`
+- `addStockToChat(stock)`
+- `updateSelectedStocks()`
+- `removeStock(i)`
+- `sendMessage()`
+- `updateSendButtonState()`
+- `addMessageToUI(role, content, tools = [])`
+- `renderChart(containerId, data)`
+- `loadChatSessions()`
+- `loadChatSession(sessionId)`
+- `clearChat()`
+- `newChat()`
+- `handleAgentKey(e)`
+- `autoResize(t)`
+
+### Backend/API functions powering U2CHAT
+
+- `agent_chat()`
+- `get_chat_sessions()`
+- `get_chat_history()`
+- `clear_chat_history()`
+
+### Agent workflow functions
+
+- `AgentState`
+- `call_model(state)`
+- `route_logic(state)`
+
+### Agent tools
+
+- `get_realtime_quote(symbol)`
+- `get_stock_news(symbol)`
+- `get_historical_kline(symbol)`
+- `get_fundamental_data(symbol)`
+- `query_knowledge_base(query)`
+
+### What is fully implemented
+
+- Chat session creation
+- Session title generation from the first message
+- Session history retrieval while the server is running
+- LangGraph-based tool routing
+- LLM response generation
+- Inline chart rendering from model-generated JSON blocks
+- Sector-based quick stock selection
+- PDF-based retrieval tool availability
+
+### What is partial or latent
+
+- `agent_chat()` internally iterates `stock_agent_app.stream(...)`, but the frontend does not receive true streaming output; it waits for the final JSON response
+- Tool call metadata is collected as `tools_used`, but the frontend does not surface it
+- The "stop" button aborts the browser request, but there is no backend cancellation mechanism
+- Chat persistence is split:
+  - visible session metadata and messages are in memory
+  - LangGraph checkpoints are in SQLite
+- Quick stock selection adds stock text into the prompt, but does not create structured chat context objects
+
+### Known U2CHAT issues to carry into the rebuild plan
+
+- If the server restarts, the sidebar session list and visible session history are lost
+- SQLite checkpoints survive, but the current UI model does not reconnect to them cleanly
+- `renderChart()` supports simple line/bar assumptions only
+- The system prompt mandates structured English responses, but the UI does not visibly explain the assistant's answer format
+- The app stores tool call names and args, not a clear user-facing execution trace
+- No citation/source cards are shown for RAG output
+- No streaming token UI or stepwise reasoning trace is exposed
+- `addMessageToUI()` injects rendered HTML directly, which should be treated carefully in a full rebuild
+
+### U2CHAT advancement opportunities
+
+- Add true streaming responses to the UI
+- Add server-side cancellation or job interruption support
+- Surface tool usage, tool results, and sources visibly
+- Show retrieval sources with document titles and snippets
+- Add follow-up suggestions and prompt shortcuts
+- Add chart cards, ticker cards, and fundamentals cards as structured UI blocks
+- Add conversation search, pinning, renaming, and grouping
+- Add better state recovery after refresh and restart
+- Add a dedicated research mode, beginner mode, and fast quote mode
+- Add file upload and portfolio-aware chat once persistence exists
+
+## 6.5 Shared and Platform Features
+
+### Current shared UX/system features
+
+- Toast notification surface
+- Confirmation modal
+- Custom-node modal
+- Session-based `user_id`
+- Environment-variable-based secret key
+- Broad CORS enablement
+- Dockerfile
+- Docker Compose mounts for:
+  - `chroma_db`
+  - `checkpoints.sqlite`
+
+### AI/knowledge infrastructure features
+
+- PDF discovery across `knowledge/` recursively
+- Empty retriever fallback if no PDFs exist
+- PDF loading with `PyPDFLoader`
+- Content deduplication by MD5 hash
+- Metadata enrichment for source tracking
+- Chunking with overlap
+- Persistent Chroma vector store
+- Incremental addition when new files appear
+- Retriever configured with `k=5`
+
+### Developer and demo features
+
+- CLI interactive session in `main.py`
+- Synthetic market endpoint `get_market_data()`
+
+### Current platform gaps
+
+- No authentication layer
+- No persistent database for Academy or Lab user state
+- No test suite in the current repo
+- No analytics or product instrumentation
+- Frontend is monolithic and globally stateful
+- Vector-store refresh logic detects new files, but not modified/deleted files robustly
+
+## 6.6 Commercial Website and Business Layer
+
+### Current product reality
+
+The current repo has a landing page, branding, and product-entry navigation, but it does not yet function like a complete commercial business website.
+
+### Current business-site features actually present
+
+- logo and brand mark
+- positioning tagline
+- top navigation
+- high-level entry points into the three product pillars
+
+### Commercial website features required for a professional business product
+
+This section defines the required public-facing website layer that should exist alongside the product application.
+
+### A. Global brand and navigation requirements
+
+- public homepage
+- consistent header navigation
+- clear primary CTA
+- secondary CTA for contact/demo/learn more
+- professional footer
+- company identity and copyright area
+- social links
+- legal links
+- contact links
+- app entry / sign in / get started entry points
+
+### B. Marketing and sales page requirements
+
+- homepage with clear value proposition
+- product overview page
+- feature overview sections for Academy, Lab, and U2CHAT
+- use-case or solution sections
+- pricing page or pricing inquiry flow
+- demo-request flow
+- FAQ page or FAQ section
+- about/company page
+- contact page
+- resources/blog/news section
+- optional case studies/testimonials page
+
+### C. Trust and credibility requirements
+
+- social proof or customer logos
+- testimonials or endorsements
+- team/founder credibility
+- explanation of product methodology
+- explanation of data sources
+- privacy and security positioning
+- financial education / not-financial-advice disclaimers where relevant
+- risk disclosure for finance-related content and simulation features
+- transparent explanation of what is live data vs simulated vs educational
+
+### D. Lead generation and conversion requirements
+
+- contact form
+- demo-booking form
+- newsletter/signup capture
+- waitlist or get-started capture
+- strong CTA system across the site
+- success / thank-you states after form submission
+- lead routing to email/CRM
+- downloadable asset or resource capture if content marketing is used
+
+### E. Social and communication requirements
+
+- LinkedIn link
+- X/Twitter link if used
+- GitHub link if relevant to brand/company presence
+- YouTube or media channel link if educational content is part of go-to-market
+- business email contact
+- optional phone number
+- optional business address or registered business location
+- press / partnership contact path
+
+### F. Legal, compliance, and policy requirements
+
+- privacy policy
+- terms of service
+- cookie policy
+- disclaimer
+- risk disclosure
+- acceptable-use policy if user-generated content or AI chat remains public-facing
+- accessibility statement
+- data and AI usage disclosure
+
+### G. SEO, discoverability, and content requirements
+
+- page titles and meta descriptions
+- Open Graph / social preview metadata
+- sitemap
+- robots configuration
+- structured data where useful
+- clean semantic headings
+- internal linking strategy
+- indexable product explainer content
+- resource/blog structure if SEO is part of acquisition
+
+### H. Analytics, sales operations, and support requirements
+
+- page analytics
+- CTA click tracking
+- form conversion tracking
+- attribution tracking
+- CRM or inbox integration for inbound leads
+- contact management flow
+- support/help contact path
+- error/success instrumentation for forms and CTAs
+
+### I. Finance-product-specific commercial requirements
+
+- clear statement of educational vs advisory scope
+- data freshness / source disclaimers
+- simulation disclaimers for the Trading Lab
+- AI-answer limitations and responsible-use language
+- clear explanation of whether the platform gives education, research assistance, or actionable advice
+
+### Current status
+
+- mostly missing
+
+### Known commercial website gaps in the current repo
+
+- no footer with business information
+- no contact page or contact form
+- no social links
+- no about/company page
+- no pricing or demo request flow
+- no lead-capture forms
+- no testimonials, customer proof, or trust content
+- no legal pages
+- no cookie/privacy consent flow
+- no support/help path
+- no SEO-oriented public content structure
+- no analytics or conversion tracking
+- no finance-specific commercial disclaimers in the public website shell
+
+### Commercial website advancement opportunities
+
+- turn the landing page into a true commercial homepage
+- create a full footer and public information architecture
+- add contact, demo, and get-started flows
+- add proof, trust, and authority sections
+- add legal/compliance surface suitable for a finance-related product
+- add SEO and content marketing structure
+- add analytics and CRM integration
+- add conversion-focused CTA system across the entire public experience
+
+See `COMMERCIAL_WEBSITE_SITEMAP_AND_PAGE_SPEC.md` for the concrete sitemap, page-by-page public website specification, CTA architecture, footer requirements, form requirements, and lead funnel design.
+
+## 7. Complete Engineering Function Inventory
+
+This section is the full code-level function inventory for rebuild planning.
+
+## 7.1 `web_app.py`
+
+- `index()`: serve the main SPA and initialize `session['user_id']`
+- `get_academy()`: return the full Academy module list
+- `get_course(cid)`: return a specific course plus computed average rating and comments
+- `post_comment()`: create top-level comments or replies
+- `like_comment_main()`: increment/decrement comment like count
+- `like_reply_unique()`: increment/decrement reply like count
+- `toggle_complete()`: set lesson completion state
+- `rate_course()`: append a rating and return the updated average
+- `get_market_data()`: return synthetic OHLCV-style market data
+- `get_stock_pool()`: return grouped stock symbol lists
+- `get_real_quote()`: return live or simulated quote data for one or more symbols
+- `get_kline_data()`: return live or simulated historical daily K-line data
+- `get_portfolio()`: return current user's simulated portfolio
+- `execute_trade()`: execute a paper buy or sell
+- `reset_portfolio()`: restore paper portfolio to default starting cash
+- `agent_chat()`: create/load a chat session, invoke the agent, save the assistant response
+- `get_chat_sessions()`: return chat-session list sorted by timestamp
+- `get_chat_history()`: return messages for one chat session
+- `clear_chat_history()`: clear one session or all sessions for the current user
+
+## 7.2 `agent_graph.py`
+
+- `AgentState`: typed graph state definition for message history
+- `call_model(state)`: run the LLM with the system prompt plus tools
+- `route_logic(state)`: send the flow either to tool execution or to `END`
+
+### Agent graph behavior
+
+- LLM model: `deepseek-chat`
+- Temperature: `0`
+- System prompt rules:
+  - English only
+  - concise headings and bullets
+  - no `**bold**` emphasis inside prose
+  - emit `json-chart` blocks for stock analysis visuals
+  - respond with a structured market-analysis template
+
+## 7.3 `tools.py`
+
+- `get_realtime_quote(symbol)`: fetch latest price, change, high, low
+- `get_stock_news(symbol)`: fetch latest headlines
+- `get_historical_kline(symbol)`: fetch last 60 daily data points and return JSON string
+- `get_fundamental_data(symbol)`: fetch PE, PB, and ROE-style metrics
+- `query_knowledge_base(query)`: retrieve relevant PDF text snippets
+
+## 7.4 `vector_store.py`
+
+- `build_vector_db(persist_directory, knowledge_base_path)`: build or load the vector store and return a retriever
+
+### Internal behavior inside `build_vector_db()`
+
+- create empty knowledge directory if missing
+- return empty retriever if no PDFs exist
+- recursively discover PDFs
+- load PDFs
+- deduplicate by content hash
+- attach source metadata
+- split text into chunks
+- build or load persistent Chroma DB
+- incrementally add documents if new files are detected
+- return retriever configured with `k=5`
+
+## 7.5 `main.py`
+
+- `start_interactive_session()`: run a CLI chat session against the LangGraph app
+
+## 7.6 `templates/index.html` frontend functions
+
+### Global shell
+
+- `showView(v)`
+
+### Academy
+
+- `loadData()`
+- `openModule(id)`
+- `openShare()`
+- `closeShare()`
+- `copyLink()`
+- `renderComments(list)`
+- `replyAt(user, commentId)`
+- `replyToReply(user, parentCommentId)`
+- `cancelReply()`
+- `postComment()`
+- `setRoadmapMode(mode)`
+- `initRoadmap()`
+- `dragstarted(event, d)`
+- `dragged(event, d)`
+- `dragended(event, d)`
+- `renderCustomRoadmap(g, svg)`
+- `resetPorts()`
+- `openConfirm(title, desc, onOk, onCancel)`
+- `openNodeModal()`
+- `closeNodeModal()`
+- `addCustomNode()`
+- `switchAcademy(tab)`
+- `closeModule()`
+- `renderStatusBox(isDone)`
+- `toggleStatus(isDone)`
+- `sortComments(type)`
+- `showToast(msg)`
+
+### Trading Lab
+
+- `loadLabData()`
+- `loadSectorStocks()`
+- `selectStock(stock)`
+- `initKlineChart()`
+- `loadKlineData(symbol, days = 60)`
+- `calculateTotal()`
+- `executeTrade(action)`
+- `updatePortfolioUI()`
+- `resetPortfolio()`
+- `refreshLab()`
+- `updateGuideUI()`
+- `nextGuideStep()`
+- `prevGuideStep()`
+- `setLabView(view)`
+
+### U2CHAT
+
+- `loadAgentData()`
+- `loadAgentStocks()`
+- `addStockToChat(stock)`
+- `updateSelectedStocks()`
+- `removeStock(i)`
+- `sendMessage()`
+- `updateSendButtonState()`
+- `addMessageToUI(role, content, tools = [])`
+- `renderChart(containerId, data)`
+- `loadChatSessions()`
+- `loadChatSession(sessionId)`
+- `clearChat()`
+- `newChat()`
+- `handleAgentKey(e)`
+- `autoResize(t)`
+
+## 7.7 UI handlers currently referenced but missing
+
+- `toggleLike(...)`
+- `toggleReplyLike(...)`
+- `changeTimeRange(...)`
+
+These missing handlers are currently important product gaps because visible UI controls already depend on them.
+
+## 8. Current Data, Persistence, and State Boundaries
+
+### Browser/session state
+
+- Flask session stores `user_id`
+
+### Academy state
+
+- Module catalog is hardcoded in memory
+- Completion flags mutate in server memory
+- Ratings mutate in server memory
+- Comments mutate in server memory
+- Academy state is shared globally in the process, not persisted per user
+
+### Trading Lab state
+
+- Portfolio is stored in a `defaultdict`
+- State is keyed by `user_id`
+- State is not persisted across server restarts
+
+### Chat state
+
+- Visible session list and session messages are stored in `CHAT_SESSIONS`
+- LangGraph thread memory is stored in `checkpoints.sqlite`
+- These two sources of truth are not unified
+
+### Knowledge base state
+
+- Vector DB persists in `chroma_db`
+- Knowledge documents live in `knowledge/`
+- Retriever creation currently happens at import/startup time
+
+### Important persistence implications
+
+- Academy feels persistent only while the process is running
+- Lab feels persistent only while the process is running
+- U2CHAT appears partially persistent because LangGraph checkpoints survive, but the visible session list does not
+
+## 9. UI Rebuild Product Requirements
+
+The UI rebuild should preserve current scope while correcting the current architecture and interaction quality.
+
+### Preserve these product surfaces
+
+- Landing page
+- Public commercial website layer
+- Knowledge Academy
+- Trading Lab
+- U2CHAT
+- Lesson overlay
+- Share modal
+- Roadmap modes
+- Beginner guide
+- Chat session sidebar
+
+### Preserve these interaction capabilities
+
+- Module browsing
+- Lesson detail opening
+- Comment/reply posting
+- Completion toggling
+- Custom roadmap editing
+- Stock browsing by sector
+- Quote and chart loading
+- Paper trade execution
+- Chat session creation and reopening
+- AI chart rendering in chat
+- clear contact and conversion entry paths once added
+
+### Rebuild requirements
+
+- Move away from the current single-file frontend architecture
+- Introduce a clean design system with reusable tokens and components
+- Make navigation, overlays, and workspaces consistent across the three pillars
+- Add a real public business-site information architecture, not only an app shell
+- Add proper loading, empty, error, success, and disabled states
+- Make the app fully responsive on desktop and mobile
+- Add visible keyboard focus states
+- Reduce reliance on global mutable frontend state
+- Add proper deep-linking strategy for major views and modules
+- Preserve D3 and ECharts capabilities while improving presentation
+- Keep the UI minimalist, but not scope-reductive
+
+### Commercial website requirements
+
+- Add a professional homepage that can sell the product clearly
+- Add a full footer with contact, social, legal, and business links
+- Add contact and demo-request flows
+- Add visible trust and credibility sections
+- Add public-facing about/company context
+- Add legal/policy/disclaimer surfaces
+- Add conversion-focused CTA hierarchy
+- Add SEO-ready page structure and metadata strategy
+- Add support/help and business inquiry pathways
+- Make the site feel commercially credible, not only visually polished
+
+### Rebuild-specific UX requirements
+
+- The Academy should feel like a premium reading and learning workspace
+- The Lab should feel like a calm, trustworthy simulation workspace
+- U2CHAT should feel like a premium research assistant workspace
+- Shared visual language should be coherent across all three
+- The public-facing business website should feel credible enough for sales, partnerships, and commercial trust-building
+
+## 10. Feature and Function Advancement Roadmap
+
+## 10.1 Academy advancements
+
+- Use the existing `parent` field to model real lesson progression
+- Add saved user progress and user-specific completion history
+- Add rating submission UI and actual review summaries
+- Add comment likes, reply likes, and moderation tooling
+- Add search, category filters, difficulty filters, and completion filters
+- Surface lesson source, instructor, and credibility context
+- Add note-taking, bookmarks, highlights, and exportable study plans
+- Add quizzes and assessments after lessons
+- Add progress dashboards and learning streaks
+- Make custom roadmap saveable and shareable
+
+## 10.2 Trading Lab advancements
+
+- Implement fully working chart time ranges
+- Render transaction history in the dashboard
+- Calculate live portfolio value from current quotes
+- Show realized and unrealized P&L separately
+- Add watchlists, alerts, and favorite stocks
+- Add order types beyond immediate buy/sell
+- Add slippage, fees, and tax simulation options
+- Add risk metrics and portfolio allocation visuals
+- Add contextual educational guidance during trading actions
+- Add saved paper accounts and multiple simulation profiles
+- Support richer data panels such as news, fundamentals, and peer comparison
+
+## 10.3 U2CHAT advancements
+
+- Stream responses progressively instead of returning one final blob
+- Add backend-supported cancellation
+- Surface tool execution trace and tool outputs
+- Add citations and source cards for knowledge-base answers
+- Add structured cards for quotes, fundamentals, and charts
+- Add pinned conversations, search, rename, and foldering
+- Add suggested prompts and follow-up actions
+- Make recent sessions and history durable
+- Add beginner/expert assistant modes
+- Add portfolio-aware or watchlist-aware analysis once persistence exists
+
+## 10.4 Data and platform advancements
+
+- Unify Academy, Lab, and Chat persistence in one durable store
+- Add proper user accounts and auth if the product goes beyond demo use
+- Make vector-store refresh detect modified and deleted PDFs
+- Move vector initialization away from blocking import-time startup where appropriate
+- Add analytics and product telemetry
+- Add a test suite for backend logic and core frontend flows
+- Add config separation for dev/staging/prod
+- Harden secret management and deployment defaults
+
+## 10.5 Frontend architecture advancements
+
+- Break the current monolith into reusable components or modular views
+- Move styles and scripts into versioned static assets
+- Introduce design tokens and a consistent component library
+- Introduce cleaner state boundaries between Academy, Lab, and U2CHAT
+- Add proper routing and deep links
+- Add safer message rendering and sanitization strategy
+- Add better chart wrappers and reusable data cards
+
+## 10.6 Commercial website advancements
+
+- Build a proper homepage with commercial messaging and conversion hierarchy
+- Add product overview, about, contact, FAQ, and pricing/demo surfaces
+- Add a professional footer with contact, social, legal, and support links
+- Add lead capture forms with CRM or email routing
+- Add testimonials, credibility markers, and product-proof sections
+- Add resource/content marketing structure for SEO and inbound acquisition
+- Add business-grade analytics and conversion tracking
+- Add finance-specific public disclaimers and risk disclosures
+- Add newsletter, waitlist, or demo-booking flows depending on go-to-market model
+- Add support/help center and business inquiry routing
+
+## 11. Recommended Rebuild Phases
+
+### Phase 0: Truth-preserving inventory
+
+- Freeze current scope
+- Preserve all current product surfaces
+- Map implemented, partial, latent, and broken features
+
+### Phase 1: Design system and app shell
+
+- Rebuild the global shell, navigation, typography, surfaces, and spacing system
+- Rebuild both the commercial website shell and the product app shell
+- Rebuild page layout structure for Academy, Lab, and U2CHAT
+- Preserve current backend API contracts
+
+### Phase 2: Feature completion
+
+- Finish missing handlers
+- Finish partial Lab panels
+- Finish comment likes and ratings UI
+- Finish deep links and route behavior
+- Add public commercial pages and CTA flows
+
+### Phase 3: Persistence and intelligence
+
+- Unify persistence
+- Add true streaming and tool/source display
+- Make roadmap, chat, and paper portfolios durable
+
+### Phase 4: Product maturity
+
+- Add richer analysis features
+- Add personalization
+- Add moderation, analytics, and operational hardening
+- Add business analytics, CRM integration, SEO content, and commercial operations support
+
+## 12. Success Criteria for the Rebuild
+
+The rebuild is successful if a user can:
+
+- understand what U2INVEST is as a company/product before entering the app
+- understand the three product pillars immediately
+- move between Academy, Lab, and U2CHAT without cognitive friction
+- use every currently visible control without hitting dead or partial functionality
+- complete Academy learning flows and see trustworthy progress
+- use the Lab as a coherent paper-trading workspace
+- use U2CHAT as a believable research assistant with visible evidence and structure
+- find contact, social, legal, and trust information easily
+- submit a business inquiry, contact request, or demo request cleanly
+- recover state more reliably across refreshes and restarts
+
+The rebuild is especially successful if it preserves scope while making the product feel more premium, more coherent, and more maintainable than the current single-file implementation.
+
+## 13. Highest-Priority Truths To Preserve
+
+- U2INVEST is not only an AI chat app
+- U2INVEST is not only an in-app product; it also needs a public commercial website layer
+- The product is intentionally a three-part system: learn, practice, analyze
+- The Academy, Lab, and U2CHAT should remain connected but distinct
+- The rebuild should increase clarity and quality, not reduce functionality
+- The current code already contains more product scope than the current UI communicates

DEPLOY_HUGGINGFACE.md

@@ -0,0 +1,48 @@
+# Deploy U2INVEST To Hugging Face Spaces
+
+Use this if you want a second free demo deployment outside Render.
+
+## What This Path Is Good For
+
+- quick public demo
+- Docker-based deployment
+- simple secret management in the Space settings
+
+## What This Path Does Not Fix By Itself
+
+- free Spaces can still sleep when idle
+- storage is still ephemeral on free hardware
+- large background videos still need filtering or compression
+
+## Files Prepared For This
+
+- `Dockerfile`
+- `HUGGINGFACE_SPACE_README.md`
+
+## Steps
+
+1. Create a new Hugging Face Space.
+2. Choose `Docker` as the SDK.
+3. Create the Space repo.
+4. Copy the contents of `HUGGINGFACE_SPACE_README.md` into the root `README.md` of the Space repo.
+5. Push this project into that Space repo.
+6. In the Space settings, add these secrets:
+   - `DEEPSEEK_API_KEY`
+   - `FLASK_SECRET_KEY`
+7. In the Space settings, add these variables:
+   - `PORT=7860`
+   - `TRUST_PROXY_HEADERS=true`
+   - `SESSION_COOKIE_SECURE=true`
+   - `SESSION_COOKIE_SAMESITE=Lax`
+   - `BACKGROUND_VIDEO_MAX_MB=8`
+   - `BACKGROUND_VIDEO_MAX_COUNT=4`
+8. Wait for the build to finish.
+9. Test:
+   - `/api/health`
+   - `/`
+   - `/app/chat`
+
+## Notes
+
+- The current Dockerfile now defaults to port `7860`, which matches a standard Docker Space setup.
+- Render still works because Render explicitly sets `PORT=10000`.

DEPLOY_RENDER.md

@@ -0,0 +1,82 @@
+# Deploy U2INVEST To Render
+
+This repo is now prepared to run as a single Render web service:
+
+- Flask API
+- Built React frontend
+- Video assets
+- Persistent storage for SQLite, Chroma, and model cache
+
+## What Is Already Prepared
+
+- `Dockerfile` builds the React frontend and serves the full app with Flask + Gunicorn.
+- `render.yaml` defines a Render web service with a persistent disk and health check.
+- Runtime paths are configurable through environment variables.
+- The knowledge base retriever now initializes lazily so the app starts faster.
+
+## What You Need To Do
+
+1. Push the latest repo state to GitHub.
+2. Create a Render account and connect your GitHub account.
+3. In Render, create a new Blueprint or Web Service from this repository.
+4. If you use the Blueprint flow, Render will read `render.yaml` automatically.
+5. When prompted for secrets, set:
+   - `DEEPSEEK_API_KEY`
+   - optionally replace `FLASK_SECRET_KEY` if you do not want the generated value
+6. Confirm the persistent disk mount path is `/app/data`.
+7. Deploy.
+8. After deploy finishes, open:
+   - `/api/health`
+   - `/`
+   - `/app/chat`
+
+## If Render Asks For A Payment Method
+
+Use `render-free.yaml` instead of `render.yaml`.
+
+That free option removes the persistent disk and changes the service to a free instance so you can test the full app without adding a card. See `DEPLOY_RENDER_FREE.md` for the exact steps.
+
+## Recommended First Production Check
+
+Verify these items before changing the agent implementation:
+
+- The home page loads from the Render URL.
+- `GET /api/health` returns `"status": "ok"`.
+- The contact page works.
+- The Trading Lab loads.
+- U2CHAT returns a response when `DEEPSEEK_API_KEY` is set.
+
+## Local Docker Test
+
+1. Copy `.env.example` to `.env`.
+2. Fill in `FLASK_SECRET_KEY` and `DEEPSEEK_API_KEY`.
+3. Run:
+
+```bash
+docker compose up --build
+```
+
+4. Open:
+
+```text
+http://localhost:5000
+http://localhost:5000/api/health
+```
+
+## After The Site Is Live
+
+Do this next:
+
+1. Add your custom domain in Render.
+2. Verify DNS and HTTPS.
+3. Test the app again on the custom domain.
+4. Only after the current backend is stable, start replacing the current agent with TradingAgents behind the existing `/api/agent/*` routes.
+
+## TradingAgents Migration Strategy
+
+Keep the public API stable and swap the backend implementation in phases:
+
+1. Keep the current frontend unchanged.
+2. Keep `/api/agent/chat`, `/api/agent/sessions`, and `/api/agent/history`.
+3. Replace the internals of `agent_graph.py` with a TradingAgents-backed adapter.
+4. Compare latency, token cost, and output quality before fully switching.

DEPLOY_RENDER_FREE.md

@@ -0,0 +1,42 @@
+# Deploy U2INVEST To Render Without A Card
+
+Use this path if Render asks you for a payment method when creating the paid Blueprint.
+
+This free setup is for demo use only:
+
+- The service can sleep after inactivity.
+- Local files are not persistent.
+- Session data, SQLite checkpoints, vector cache, and model cache can be lost on restart or redeploy.
+
+## Files
+
+- `render.yaml`: paid, production-oriented Render setup with a persistent disk.
+- `render-free.yaml`: free Render setup without a persistent disk.
+
+## What To Use In Render
+
+1. Open Render Dashboard.
+2. Click `New` -> `Blueprint`.
+3. Connect this GitHub repository.
+4. In `Blueprint Path`, enter `render-free.yaml`.
+5. Set the branch to `main`.
+6. Set `DEEPSEEK_API_KEY`.
+7. Keep the generated `FLASK_SECRET_KEY` unless you want to override it.
+8. Deploy.
+
+## What To Expect
+
+- `/api/health` should return `status: ok`.
+- `/` should load the marketing site.
+- `/app/chat` should load the chat app.
+- This free config already limits background playback to the smallest video files to reduce stalls on low-cost hosting.
+- If the service has been idle for a while, the first request can be slow because the free instance may need to wake up.
+
+## When To Switch Back
+
+Move back to `render.yaml` when you want:
+
+- persistent storage
+- a backend that stays warm
+- more reliable response times
+- safer migration to TradingAgents

Dockerfile

@@ -0,0 +1,45 @@
+FROM node:20-alpine AS frontend-builder
+
+WORKDIR /frontend
+COPY ["ui improvement/package.json", "ui improvement/package-lock.json", "./"]
+RUN npm ci
+
+COPY ["ui improvement", "/frontend"]
+COPY ["video", "/video"]
+COPY ["contact", "/contact"]
+
+ENV VITE_BASE_PATH=/
+RUN npm run build
+
+
+FROM python:3.11-slim AS runtime
+
+ENV PYTHONDONTWRITEBYTECODE=1 \
+    PYTHONUNBUFFERED=1 \
+    PIP_NO_CACHE_DIR=1 \
+    PORT=7860 \
+    FLASK_DEBUG=false \
+    DATA_DIR=/app/data \
+    CHECKPOINTS_DB_PATH=/app/data/checkpoints.sqlite \
+    CHROMA_DB_DIR=/app/data/chroma_db \
+    HF_HOME=/app/data/hf-home \
+    SENTENCE_TRANSFORMERS_HOME=/app/data/sentence-transformers
+
+WORKDIR /app
+
+RUN useradd -m -u 1000 appuser
+
+COPY requirements.txt ./
+RUN pip install --upgrade pip && pip install -r requirements.txt
+
+COPY . .
+COPY --from=frontend-builder ["/frontend/dist", "/app/ui improvement/dist"]
+
+RUN mkdir -p /app/data /app/knowledge /app/video /app/contact && \
+    chown -R appuser:appuser /app
+
+USER appuser
+
+EXPOSE 7860
+
+CMD ["sh", "-c", "gunicorn --bind 0.0.0.0:${PORT:-7860} --workers ${GUNICORN_WORKERS:-2} --threads ${GUNICORN_THREADS:-4} --timeout ${GUNICORN_TIMEOUT:-180} web_app:app"]

HUGGINGFACE_SPACE_README.md

@@ -0,0 +1,12 @@
+---
+title: U2INVEST
+emoji: 📈
+colorFrom: blue
+colorTo: green
+sdk: docker
+app_port: 7860
+---
+
+# U2INVEST
+
+Full-stack Flask + React deployment for the U2INVEST demo site and agent experience.

README.md

@@ -0,0 +1,141 @@
+# U2INVEST 
+
+**Your path, Your Choice, Your Future, You to Invest.**
+
+**Financial intelligence platform featuring a RAG-enabled AI Agent (DeepSeek-V3 + LangGraph), interactive Trading Lab, and Knowledge Academy. Orchestrated with Flask, LangChain 1.1, and AkShare.**
+
+[![Open User Guide](https://img.shields.io/badge/User_Guide-Open-blue?style=for-the-badge)](./USER_GUIDE.md)
+
+<img src="static/images/LOGO_final.png" width="280" alt="U2INVEST Logo">
+
+## Key Features
+
+### U2CHAT (AI Agent)
+*   **Powered by DeepSeek-V3:** Utilizes state-of-the-art LLM reasoning for financial queries.
+*   **LangGraph & RAG Architecture:** Orchestrates complex workflows and retrieves knowledge from local investment guides (PDFs).
+*   **Real-time Data:** Integrated with **AkShare** to fetch live market data.
+*   **Visual Analysis:** Generates interactive ECharts for price trends and K-line data.
+*   **Session Management:** Supports multiple chat sessions with persistent history (SQLite).
+
+### Trading Lab
+*   **Real-time Simulation:** Trade popular stocks (Moutai, CATL, BYD) with virtual cash ($100k starting balance).
+*   **Professional Dashboard:** Includes K-line charts (60/120/250 days), portfolio tracking, and trade history.
+*   **Beginner Guide:** A step-by-step interactive tutorial on ownership and risk.
+
+### Knowledge Academy
+*   **50+ Modules:** Covers everything from "Time Value of Money" to "Options Trading".
+*   **Interactive Learning:** Video lessons, key takeaways, and outcomes.
+*   **Learning Roadmap:** Visual d3.js roadmap to track progress (Foundation → Advanced → Professional).
+
+## Tech Stack
+
+*   **Backend:** Python 3.13+, Flask
+*   **AI & Logic:** LangChain 1.1, LangGraph, ChromaDB (Vector Store)
+*   **Data:** AkShare (Financial Data), SQLite (Persistence)
+*   **Frontend:** HTML5, TailwindCSS, ECharts, D3.js
+
+## Architecture
+
+The system uses a **LangGraph** workflow to manage state and tool execution.
+
+*   **State Management:** `AgentState` tracks conversation history and tool outputs.
+*   **Persistence:** SQLite checkpoints ensure chat sessions persist across restarts.
+*   **RAG Pipeline:** ChromaDB indexes financial PDFs for semantic retrieval.
+
+![Architecture Diagram](static/images/stock_agent_arch.png)
+
+## Getting Started
+
+### Prerequisites
+*   Python 3.10+
+*   An API Key for DeepSeek (or compatible OpenAI-format provider).
+
+### Installation
+
+1.  **Clone the repository**
+    ```bash
+    git clone https://github.com/yourusername/u2invest-portfolio.git
+    cd u2invest-portfolio
+    ```
+
+2.  **Create and activate a virtual environment**
+    ```bash
+    python -m venv venv
+    # Windows
+    venv\Scripts\activate
+    # Mac/Linux
+    source venv/bin/activate
+    ```
+
+3.  **Install dependencies**
+    ```bash
+    pip install -r requirements.txt
+    ```
+
+4.  **Configure Environment**
+    Copy the example environment file and add your API keys.
+    ```bash
+    cp .env.example .env
+    ```
+    Open `.env` and set your `DEEPSEEK_API_KEY`.
+
+5.  **Initialize Knowledge Base (Optional)**
+    Place your financial PDF documents in the `knowledge/` folder. The system will automatically vectorize them on the first run.
+
+### Docker Deployment (Recommended)
+
+To run the application in a containerized environment:
+
+1.  **Build the Image**
+    ```bash
+    docker build -t u2invest .
+    ```
+
+2.  **Run the Container**
+    ```bash
+    docker run -p 5000:5000 --env-file .env u2invest
+    ```
+    Access the app at `http://localhost:5000`.
+
+### Running the Application
+
+Start the Flask server:
+```bash
+python web_app.py
+```
+
+Visit `http://localhost:5000` in your browser.
+
+## Project Structure
+
+*   `web_app.py`: Main Flask application entry point & API routes.
+*   `agent_graph.py`: LangGraph definition for the AI agent's logic.
+*   `tools.py`: Custom tools for stock data (AkShare) and RAG.
+*   `vector_store.py`: Logic for parsing PDFs and building the ChromaDB index.
+*   `templates/`: HTML frontend files.
+*   `static/`: CSS, Images, and JS assets.
+
+## Introduction & Acknowledgements
+
+This platform was **independently developed over the course of one month** as a comprehensive full-stack engineering project. It represents a deep dive into modern AI agent architectures and financial data visualization.
+
+**Development Highlights:**
+*   **Solo Full-Stack Engineering:** Handled the entire lifecycle from backend Flask logic and LangGraph orchestration to the frontend D3.js visualization and UI design.
+*   **AI-Augmented Workflow:** Leveraged **Gemini CLI** (integrated directly into VSCode) and **Claude** to accelerate coding, debug complex logic, and refine architectural decisions.
+*   **APIs & Data:** Integrated multiple financial data sources, including **AkShare** for real-time market data.
+
+
+**Future Outlook:**
+I am actively looking forward to further cooperation to refine this project, optimize the architecture, and evolve it into a robust, enterprise-ready solution suitable for production purposes.
+
+**Special Thanks:**
+To the open-source communities behind LangChain, DeepSeek, and AkShare for providing the robust tools that made this agentic workflow possible.
+
+## Portfolio & License
+
+**Copyright © 2026 U2INVEST. All Rights Reserved.**
+
+This project is a **Portfolio Showcase** designed to demonstrate full-stack engineering, AI agent architecture, and financial data analysis capabilities.
+
+*   **For Recruiters:** You are welcome to review the code structure, architecture patterns, and implementation details.
+*   **For Others:** This code is proprietary. Copying, distributing, or using this codebase for commercial purposes is strictly prohibited without explicit permission.

U2INVEST_MASTER_REBUILD_PROMPT.md

@@ -0,0 +1,869 @@
+Improve and rebuild the UI/UX of this repo as a serious commercial web product.
+
+This prompt is intentionally self-contained. Do not depend on any other planning docs to understand the job. You may still inspect the repo directly, but this file should be treated as the complete handoff brief.
+
+## 0. Context assumption
+
+Assume you are entering this project cold.
+
+Assume:
+
+- you have never worked on this project before
+- you have never seen this repo before
+- you have no prior knowledge of the codebase
+- you have no prior knowledge of the product architecture
+- you have no prior knowledge of the current implementation details
+
+Do not behave as if you already know the repo.
+
+Before making architectural decisions or writing code, you must inspect the codebase directly and verify the current implementation yourself.
+
+## 1. Your role
+
+You are the design + frontend rebuild agent for U2INVEST.
+
+Your goal is to redesign and improve the user interface, information architecture, and frontend UX so the product feels:
+
+- premium
+- commercially credible
+- minimalist
+- calm
+- trustworthy
+- conversion-ready
+- easier to use
+- easier to maintain
+
+This is not only an app UI task. U2INVEST must work as both:
+
+- a public commercial business website
+- a product application
+
+You are expected to:
+
+- audit the repo from scratch
+- build your understanding from the code, not assumptions
+- identify what is implemented, partial, broken, or missing
+- choose a stronger frontend architecture
+- rebuild the UI so it is commercially credible and interaction-rich
+
+## 2. Design direction
+
+Target a visual/product language inspired by:
+
+- Notion: clarity, restraint, content-first hierarchy, excellent spacing
+- Manus: focused workspace feel, structured productivity surfaces
+- Apple: polish, hierarchy, premium simplicity, motion discipline
+
+Avoid:
+
+- generic AI SaaS templates
+- flashy fintech visuals
+- purple-heavy gradients
+- noisy dashboards
+- neon accents
+- shallow landing-page aesthetics
+- "AI slop" styling
+
+The final result should feel like a thoughtful finance product for serious users, not a demo site.
+
+## 3. What U2INVEST is
+
+U2INVEST is a three-pillar financial web product:
+
+1. Knowledge Academy
+2. Trading Lab
+3. U2CHAT
+
+Product thesis:
+
+- learn
+- practice
+- analyze
+
+It is meant to help beginner and intermediate investors:
+
+- learn investing concepts
+- practice in a simulated trading environment
+- ask an AI assistant for market analysis and educational guidance
+
+## 4. Current tech stack
+
+- Backend: Flask
+- Frontend: HTML + inline CSS/JS in one primary template
+- Styling: Tailwind via CDN
+- Charts/visuals: ECharts + D3.js
+- AI: LangGraph + OpenAI-compatible DeepSeek-style model
+- Market data: AkShare
+- Knowledge retrieval: Chroma + local PDFs
+- Persistence:
+  - chat checkpoints in SQLite
+  - most visible product state is currently in memory
+
+## 4.1 Required rebuild stack direction
+
+The current Flask-template-based frontend is too limited for the interaction quality we want.
+
+For the rebuild:
+
+- the frontend should be implemented in JavaScript or TypeScript
+- TypeScript is preferred
+- the frontend should use a modern framework suitable for rich interaction design
+
+Preferred choices:
+
+1. React + TypeScript
+2. Next.js + TypeScript
+3. Vite + React + TypeScript
+
+Alternative modern frontend stacks are acceptable only if they are clearly justified as better for this product.
+
+Important rules:
+
+- do not continue the primary UI architecture as one large Flask template
+- do not treat Flask templating as the long-term frontend solution
+- Flask may remain as a backend/API layer if useful
+- the public website and product app should ideally be rebuilt in a modern JS/TS frontend architecture
+
+Default preference:
+
+- TypeScript + React-based architecture
+
+## 5. Current code structure
+
+Key files:
+
+- `templates/index.html`: primary frontend shell and almost all current UI logic
+- `web_app.py`: Flask app, routes, in-memory product state
+- `agent_graph.py`: LangGraph workflow
+- `tools.py`: stock data and retrieval tools
+- `vector_store.py`: PDF ingestion and vector DB build/load
+- `main.py`: CLI agent test session
+
+You should inspect these files directly before making changes.
+
+## 5.1 Mandatory discovery step
+
+Before implementing the rebuild, do this:
+
+1. inspect the repo structure
+2. inspect the current Flask routes
+3. inspect the current frontend file
+4. inspect the agent/data/tool files
+5. identify which current features must be preserved
+6. identify which visible UI controls are partial or broken
+7. decide on the frontend rebuild architecture in JavaScript/TypeScript
+
+Do not skip this audit.
+
+## 6. Core product truth you must preserve
+
+- U2INVEST is not just an AI chat app
+- It is intentionally a three-part product system
+- The Academy, Lab, and U2CHAT should remain distinct but connected
+- The redesign must not reduce scope
+- The redesign must not collapse everything into one generic homepage
+- The redesign must preserve the breadth of the current product while improving clarity
+
+## 7. Current implemented product features
+
+## 7.1 Landing / shell
+
+Currently implemented:
+
+- fixed top navigation
+- brand/logo
+- landing hero
+- three entry cards for:
+  - Academy
+  - Lab
+  - U2CHAT
+- in-browser view switching without page reload
+
+Current issues:
+
+- no real commercial homepage structure
+- no professional footer
+- no business/contact/social/legal layer
+- no deep links
+- no public marketing information architecture
+
+## 7.2 Knowledge Academy
+
+Current implementation:
+
+- 50 hardcoded learning modules
+- module fields include:
+  - id
+  - parent
+  - category
+  - difficulty
+  - name
+  - video
+  - source
+  - views
+  - completed
+  - ratings
+  - intro
+  - outcomes
+  - takeaways
+- course grid
+- lesson overlay
+- embedded YouTube lesson
+- outcomes and takeaways panels
+- completion toggle
+- comment thread
+- replies
+- share modal
+- roadmap mode
+- custom roadmap mode
+- add/delete/link custom nodes
+
+Academy backend capabilities:
+
+- get all courses
+- get one course
+- post comment
+- like comment
+- like reply
+- toggle completion
+- rate course
+
+Academy frontend gaps and partials:
+
+- comment like buttons are visible but broken because JS handlers are missing
+- reply like buttons are visible but broken because JS handlers are missing
+- rating average is shown but rating submission UI is missing
+- share links point to `/module/:id` but the route does not exist
+- comment timestamps are fake/static strings
+- progress/comments/ratings are runtime-only
+- custom roadmap is not persisted
+- `source` exists in data but is not surfaced in the UI
+- `parent` exists in data but is not used as a true learning dependency model
+
+## 7.3 Trading Lab
+
+Current implementation:
+
+- entry gateway with:
+  - advanced dashboard
+  - beginner guide
+- 3-step beginner guide
+- grouped stock pools:
+  - Popular
+  - Tech
+  - Energy
+  - Finance
+- stock quote retrieval
+- K-line chart area
+- trade panel:
+  - symbol
+  - price
+  - shares
+  - total
+- buy
+- sell
+- holdings panel
+- history panel container
+- portfolio stats:
+  - total assets
+  - cash
+  - profit
+  - return
+- reset portfolio
+- refresh dashboard
+
+Trading Lab backend capabilities:
+
+- get stock pool
+- get quotes
+- get K-line data
+- get portfolio
+- execute trade
+- reset portfolio
+- get synthetic market data
+
+Trading Lab rules:
+
+- starts with $100,000
+- buy checks cash
+- sell checks holdings
+- frontend requires minimum 100 shares
+
+Trading Lab frontend gaps and partials:
+
+- `changeTimeRange()` buttons exist but the handler is missing
+- trade history exists in backend state but is not rendered into `history-list`
+- return stat exists in UI but is not updated
+- portfolio profit is not mark-to-market
+- stock selection uses `event.currentTarget` without passing event, so it is fragile
+- backend trusts client-supplied price when executing trades
+- state is in memory only
+
+## 7.4 U2CHAT
+
+Current implementation:
+
+- chat workspace
+- sidebar with recent sessions
+- new chat
+- load chat history
+- clear current chat
+- quick stock selection chips by sector
+- selected-stock chip strip
+- auto-resizing textarea
+- enter to send
+- shift+enter for newline
+- stop button state during generation
+- assistant/user messages
+- simple markdown-ish rendering
+- chart rendering from `json-chart` code blocks
+
+U2CHAT backend capabilities:
+
+- create/load session
+- invoke LangGraph agent
+- persist visible session messages in memory
+- store LangGraph checkpoints in SQLite
+- list sessions
+- get history
+- clear one or all sessions
+
+Agent capabilities:
+
+- model reasoning
+- tool routing
+- real-time quote tool
+- stock news tool
+- historical K-line tool
+- fundamentals tool
+- knowledge-base retrieval tool
+
+U2CHAT frontend gaps and partials:
+
+- frontend does not receive true streaming output
+- stop button aborts browser request only, not true backend cancellation
+- `tools_used` is returned but not displayed
+- visible chat state and persisted LangGraph memory are not unified
+- session list disappears on server restart
+- chart rendering is basic
+- no source cards/citations UI
+- no visible tool execution trace
+- HTML rendering should be treated carefully in rebuild
+
+## 8. Full engineering function inventory
+
+Use this as a feature-surface checklist.
+
+## 8.1 `web_app.py`
+
+- `index()`
+- `get_academy()`
+- `get_course(cid)`
+- `post_comment()`
+- `like_comment_main()`
+- `like_reply_unique()`
+- `toggle_complete()`
+- `rate_course()`
+- `get_market_data()`
+- `get_stock_pool()`
+- `get_real_quote()`
+- `get_kline_data()`
+- `get_portfolio()`
+- `execute_trade()`
+- `reset_portfolio()`
+- `agent_chat()`
+- `get_chat_sessions()`
+- `get_chat_history()`
+- `clear_chat_history()`
+
+## 8.2 `agent_graph.py`
+
+- `AgentState`
+- `call_model(state)`
+- `route_logic(state)`
+
+## 8.3 `tools.py`
+
+- `get_realtime_quote(symbol)`
+- `get_stock_news(symbol)`
+- `get_historical_kline(symbol)`
+- `get_fundamental_data(symbol)`
+- `query_knowledge_base(query)`
+
+## 8.4 `vector_store.py`
+
+- `build_vector_db(...)`
+
+## 8.5 `main.py`
+
+- `start_interactive_session()`
+
+## 8.6 Frontend functions in `templates/index.html`
+
+Global:
+
+- `showView(v)`
+
+Academy:
+
+- `loadData()`
+- `openModule(id)`
+- `openShare()`
+- `closeShare()`
+- `copyLink()`
+- `renderComments(list)`
+- `replyAt(user, commentId)`
+- `replyToReply(user, parentCommentId)`
+- `cancelReply()`
+- `postComment()`
+- `setRoadmapMode(mode)`
+- `initRoadmap()`
+- `dragstarted(event, d)`
+- `dragged(event, d)`
+- `dragended(event, d)`
+- `renderCustomRoadmap(g, svg)`
+- `resetPorts()`
+- `openConfirm(title, desc, onOk, onCancel)`
+- `openNodeModal()`
+- `closeNodeModal()`
+- `addCustomNode()`
+- `switchAcademy(tab)`
+- `closeModule()`
+- `renderStatusBox(isDone)`
+- `toggleStatus(isDone)`
+- `sortComments(type)`
+- `showToast(msg)`
+
+Trading Lab:
+
+- `loadLabData()`
+- `loadSectorStocks()`
+- `selectStock(stock)`
+- `initKlineChart()`
+- `loadKlineData(symbol, days = 60)`
+- `calculateTotal()`
+- `executeTrade(action)`
+- `updatePortfolioUI()`
+- `resetPortfolio()`
+- `refreshLab()`
+- `updateGuideUI()`
+- `nextGuideStep()`
+- `prevGuideStep()`
+- `setLabView(view)`
+
+U2CHAT:
+
+- `loadAgentData()`
+- `loadAgentStocks()`
+- `addStockToChat(stock)`
+- `updateSelectedStocks()`
+- `removeStock(i)`
+- `sendMessage()`
+- `updateSendButtonState()`
+- `addMessageToUI(role, content, tools = [])`
+- `renderChart(containerId, data)`
+- `loadChatSessions()`
+- `loadChatSession(sessionId)`
+- `clearChat()`
+- `newChat()`
+- `handleAgentKey(e)`
+- `autoResize(t)`
+
+Currently referenced in UI but missing:
+
+- `toggleLike(...)`
+- `toggleReplyLike(...)`
+- `changeTimeRange(...)`
+
+## 9. Commercial website requirement
+
+This product must also function as a professional business and sales website.
+
+That means the rebuild must include:
+
+- homepage
+- product overview
+- pillar-specific product pages
+- pricing or pricing inquiry
+- about/company page
+- contact page
+- FAQ
+- footer
+- legal pages
+- trust/proof sections
+- contact/social/legal links
+- demo/get-started flows
+
+Do not leave U2INVEST as just an app shell with a hero.
+
+## 10. Commercial website information architecture
+
+Recommended public-site routes:
+
+- `/`
+- `/product`
+- `/product/academy`
+- `/product/trading-lab`
+- `/product/u2chat`
+- `/pricing`
+- `/about`
+- `/contact`
+- `/faq`
+- `/resources`
+- `/book-demo`
+- `/get-started`
+
+Legal routes:
+
+- `/legal/privacy`
+- `/legal/terms`
+- `/legal/cookies`
+- `/legal/disclaimer`
+- `/legal/risk-disclosure`
+- `/legal/accessibility`
+
+Product app routes:
+
+- `/app`
+- `/app/academy`
+- `/app/lab`
+- `/app/chat`
+
+If you cannot fully implement all routes in one pass, at least structure the design and code so this route model is the clear direction.
+
+## 11. Required public-site pages
+
+## 11.1 Home
+
+Must include:
+
+- strong value proposition
+- explanation of the three pillars
+- trust strip
+- product overview
+- why U2INVEST
+- proof/testimonial placeholder area
+- FAQ preview
+- CTA band
+- professional footer
+
+## 11.2 Product overview
+
+Must explain:
+
+- learn
+- practice
+- analyze
+
+And how Academy, Lab, and U2CHAT work together.
+
+## 11.3 Academy page
+
+Must sell the learning experience clearly.
+
+## 11.4 Trading Lab page
+
+Must explain the simulation environment and include a clear simulation disclaimer.
+
+## 11.5 U2CHAT page
+
+Must explain the AI assistant, data usage, and responsible-use framing.
+
+## 11.6 Pricing page
+
+Use real pricing if available. If not, build:
+
+- plan placeholders
+- pricing inquiry
+- contact sales / book demo CTA
+
+## 11.7 About page
+
+Must build company and product trust.
+
+## 11.8 Contact page
+
+Must include:
+
+- contact form
+- business email
+- inquiry routing
+- social links
+- expected response note
+
+## 11.9 FAQ page
+
+Must answer:
+
+- what the product is
+- who it is for
+- what is simulated vs live
+- what the AI can and cannot do
+- pricing/access questions
+- support questions
+
+## 11.10 Legal pages
+
+Must include at minimum:
+
+- privacy policy
+- terms of service
+- disclaimer
+- risk disclosure
+
+## 12. Footer specification
+
+The footer should exist across all public pages and include:
+
+Product:
+
+- Product
+- Academy
+- Trading Lab
+- U2CHAT
+- Pricing
+
+Company:
+
+- About
+- Contact
+- Book Demo
+
+Resources:
+
+- FAQ
+- Resources
+- Support
+
+Legal:
+
+- Privacy Policy
+- Terms of Service
+- Disclaimer
+- Risk Disclosure
+- Cookie Policy
+- Accessibility
+
+Contact:
+
+- business email
+- optional phone
+- optional location
+
+Social:
+
+- LinkedIn
+- X/Twitter if used
+- GitHub if relevant
+- YouTube if relevant
+
+Utility:
+
+- copyright
+- company name
+- year
+
+## 13. CTA architecture
+
+Global primary CTA:
+
+- `Get Started`
+
+Global secondary CTA:
+
+- `Book Demo`
+
+Additional CTAs where appropriate:
+
+- `Explore Product`
+- `Contact Us`
+- `Enter App`
+- `View Pricing`
+- `Start Learning`
+- `Try the Lab`
+- `Try U2CHAT`
+
+Rules:
+
+- every major page needs a clear next action
+- homepage hero must have primary and secondary CTA
+- footer should include conversion pathways
+- product pages should route to either product exploration or conversion
+
+## 14. Lead generation and forms
+
+The commercial website should support:
+
+- contact form
+- demo request form
+- get-started / lead capture
+- optional newsletter capture
+
+Required form behavior:
+
+- client-side validation
+- server-side validation if implemented
+- success state
+- error state
+- routing to email/CRM/inbox
+
+Recommended contact/demo fields:
+
+- name
+- email
+- company
+- role
+- inquiry type
+- message
+- consent checkbox
+
+## 15. Trust, legal, and finance-specific requirements
+
+Because this is a finance-related product, the public website and app must clearly communicate:
+
+- educational vs advisory scope
+- what is live data vs simulated data
+- Trading Lab is simulated
+- AI outputs have limitations
+- responsible-use framing
+- risk disclosure where appropriate
+
+The website should include:
+
+- trust/proof section
+- methodology explanation
+- source/data explanation
+- privacy/security positioning
+- legal/disclaimer visibility
+
+## 16. SEO and analytics requirements
+
+The rebuild should support:
+
+- semantic headings
+- page titles and meta descriptions
+- Open Graph metadata
+- sitemap/robots strategy
+- internal linking
+- analytics
+- CTA click tracking
+- form conversion tracking
+
+## 17. UX gaps you should fix if safe
+
+Fix obvious front-end-only issues while redesigning.
+
+Highest-priority known gaps:
+
+- missing `toggleLike()`
+- missing `toggleReplyLike()`
+- missing `changeTimeRange()`
+- unrendered `history-list`
+- unupdated `return-rate`
+- fragile stock selection event handling
+- rating UI missing even though backend endpoint exists
+- share links point to a route not currently implemented
+- visible tool metadata not surfaced in chat
+
+Keep fixes coherent and production-minded.
+
+## 18. Rebuild expectations
+
+You may refactor heavily.
+
+Preferred direction:
+
+- replace the current Flask-template-centric frontend architecture with a modern JS/TS frontend architecture
+- reduce the single-file frontend burden
+- move styles/scripts to maintainable frontend modules
+- introduce design tokens
+- introduce reusable components
+- create clearer separation between:
+  - public business website
+  - product application
+  - backend/API responsibilities
+
+Strong recommendation:
+
+- use TypeScript for the frontend
+- use a component-based UI architecture
+- create route-based separation between public website pages and product-app pages
+
+Flask can remain if useful for:
+
+- API endpoints
+- legacy compatibility
+- transitional backend support
+
+But the UI itself should not continue to be built primarily inside Flask templates.
+
+You must preserve existing working flows while improving:
+
+- clarity
+- hierarchy
+- maintainability
+- responsiveness
+- accessibility
+- conversion quality
+
+## 19. Accessibility and responsiveness
+
+Ensure:
+
+- visible keyboard focus states
+- readable contrast
+- intentional mobile layouts
+- usable modals/overlays on small screens
+- touch-friendly CTA sizing
+- good form usability
+
+## 20. Deliverables
+
+Provide:
+
+- updated UI implementation
+- updated frontend architecture using JavaScript/TypeScript or another clearly justified modern frontend stack
+- public commercial website improvements
+- improved app workspace UI
+- a short design-system summary
+- a short list of UX bugs fixed
+- a short note on any commercial pages/flows you added or scaffolded
+- a short note on the frontend architecture choice and migration approach
+
+## 21. Outcome standard
+
+The final result should feel like:
+
+- a polished minimalist finance product
+- a credible commercial business website
+- a trustworthy research/education platform
+
+It should be:
+
+- commercially presentable
+- aesthetically restrained
+- easier to use
+- easier to navigate
+- clearer in scope
+- stronger in trust and conversion
+
+It must not feel like:
+
+- a demo page
+- a single unfinished landing page
+- a generic AI template
+- a noisy trading dashboard
+
+## 22. Before coding
+
+Inspect at minimum:
+
+- `templates/index.html`
+- `web_app.py`
+- `agent_graph.py`
+- `tools.py`
+- `vector_store.py`
+
+Treat this prompt as the full handoff brief.
+
+You should assume zero prior knowledge and build your understanding from the codebase itself.

UI_REDESIGN_AGENT_PROMPT.md

@@ -0,0 +1,187 @@
+Improve the UI of this repo while preserving the current product scope and functionality.
+
+Assume you have never seen this project before and have no prior knowledge of the repo, source code, or implementation details. Inspect the codebase first and verify the current state before making decisions.
+
+Project context:
+
+- This is `U2INVEST`, a Flask-based single-page web app with three pillars:
+  - Knowledge Academy
+  - Trading Lab
+  - U2CHAT
+- This should also be treated as a commercial business website, not only an in-app product UI
+- Main backend routes are in `web_app.py`
+- The current frontend is mostly in `templates/index.html`
+- The app already uses Tailwind via CDN, D3.js, ECharts, Bootstrap Icons, and custom inline CSS/JS
+- The product already has working interactions for:
+  - academy modules and lesson overlay
+  - comments/replies
+  - roadmap view and custom roadmap editing
+  - lab stock pool, chart, and trading actions
+  - AI chat, sessions, and inline chart rendering
+
+Frontend architecture requirement:
+
+- Do not continue the main UI as a large Flask-template frontend
+- Rebuild the frontend in JavaScript or TypeScript
+- TypeScript is preferred
+- Preferred stack is React + TypeScript, Next.js + TypeScript, or Vite + React + TypeScript
+- Flask may remain as backend/API infrastructure if useful, but should not remain the primary frontend UI architecture
+
+Primary design objective:
+
+Redesign the UI into a calm, premium, minimalist product language influenced by Notion, Manus, and Apple:
+
+- Notion: clarity, restraint, content-first layout, excellent spacing
+- Manus: focused workspace feel, structured productivity surfaces
+- Apple: polish, hierarchy, motion discipline, premium simplicity
+
+Do not make it look like a generic AI template or a flashy fintech dashboard. It should feel intentional, editorial, and highly usable.
+
+What I want from the redesign:
+
+- Cleaner information hierarchy
+- Stronger spacing rhythm and typography
+- More premium visual consistency across all three product areas
+- A public-facing business website layer that feels commercially credible
+- Better desktop and mobile responsiveness
+- Better empty, loading, hover, focus, and success states
+- Better visual transitions without over-animation
+- A simpler and more elegant experience while keeping the app feature-rich
+
+Hard constraints:
+
+- Preserve all current product areas and flows
+- Do not remove Academy, Trading Lab, U2CHAT, roadmap mode, comments, beginner guide, or chat sessions
+- Add commercial website capabilities without flattening the product into a generic landing page
+- Keep the existing Flask routes and API contracts unless a very small frontend-safe improvement is required
+- Preserve D3 roadmap and ECharts chart functionality
+- Preserve the existing logo/brand identity, but refine how the brand is used
+- Use CSS variables for color, spacing, radii, and shadow system
+- Avoid purple-heavy gradients, overuse of glassmorphism, neon fintech visuals, and "AI slop" aesthetics
+- Keep the UI minimal, but not empty or sterile
+
+Stylistic direction:
+
+- Base palette: warm white / soft paper / graphite / muted gray
+- Accent palette: disciplined use of the existing blue brand color, softened and modernized
+- Typography: more intentional than the current default; choose a refined font pairing if appropriate
+- Surfaces: layered but subtle, with soft borders and almost no heavy contrast blocks
+- Motion: gentle page transitions, overlay transitions, chart panel reveals, hover elevation only where useful
+- Components: rounded, but not cartoonish; closer to Apple/Notion restraint than startup landing-page style
+
+Product-specific goals:
+
+1. Landing page
+- Make the first screen feel premium and immediately understandable
+- Present the three pillars as elegant product choices, not oversized marketing cards
+- Make the landing experience work as a real commercial homepage
+- Improve the top nav and hero composition
+- Add a proper footer, business contact area, social links, and legal link area
+- Add trust-building and conversion sections such as product overview, proof, FAQ, and CTA structure
+
+2. Knowledge Academy
+- Make the course grid feel more curated and less visually noisy
+- Improve the lesson overlay so it feels like a polished reading + video workspace
+- Improve comments UI to feel cleaner and more credible
+- Redesign the roadmap controls and roadmap container to feel more like a premium knowledge canvas
+- Keep both "Designed By U2INVEST" and "You to Design" modes
+
+3. Trading Lab
+- Move away from a cramped dashboard look
+- Make the lab feel like a calm professional workspace
+- Improve stock list readability, chart prominence, and order ticket clarity
+- Improve the beginner guide so it feels educational and beautifully paced
+- Make stats, holdings, and history feel coherent rather than bolted on
+
+4. U2CHAT
+- Make the chat area feel like a premium research assistant workspace
+- Improve the sidebar, session list, input area, quick stock selection, and message presentation
+- Improve embedded chart presentation inside messages
+- Make assistant responses easier to scan
+
+5. Commercial website layer
+- Add or redesign the public-facing business website components needed for a professional commercial product
+- Include at minimum:
+  - contact pathway
+  - social links
+  - about/company presence
+  - trust/proof sections
+  - CTA hierarchy
+  - support/help or inquiry path
+  - legal/footer structure
+- If full multi-page implementation is too large for one pass, create a strong homepage + footer + contact/demo structure that clearly scaffolds the commercial experience
+
+Commercial website expectations:
+
+- Homepage should sell the product clearly
+- Add visible CTAs such as `Get Started`, `Book Demo`, `Contact`, or `Explore Product`
+- Add a professional footer with:
+  - email/contact
+  - social links
+  - legal links
+  - copyright/company info
+- Add trust sections such as:
+  - product explanation
+  - why U2INVEST
+  - proof/testimonial/case-study placeholder areas
+  - finance/disclaimer trust language where appropriate
+- Add public information surfaces for:
+  - About
+  - Contact
+  - FAQ
+  - Pricing or pricing inquiry
+  - Legal/disclaimer links
+- The result should feel like a product a real customer could discover, evaluate, and contact
+
+UX improvements that should be included if they can be done safely:
+
+- Implement or repair any obviously broken front-end-only UX gaps you encounter
+- In particular, check the Trading Lab for:
+  - missing `changeTimeRange()` behavior
+  - unrendered `history-list`
+  - unupdated `return-rate`
+  - any fragile event handling in stock selection
+- Keep those fixes small and directly related to the user experience
+
+Implementation expectations:
+
+- You may refactor `templates/index.html` heavily if needed
+- If it improves maintainability, extract styles and scripts into `static/` assets
+- Keep the implementation coherent and production-minded
+- Preserve existing behaviors while improving visual structure
+- Add concise comments only where the logic is genuinely hard to follow
+
+Accessibility and responsiveness:
+
+- Ensure good contrast and readable type sizes
+- Ensure keyboard-focus states are visible
+- Ensure mobile layouts are deliberate, not just squashed desktop layouts
+- Ensure major overlays, controls, and charts remain usable on smaller screens
+
+Deliverables:
+
+- Updated UI implementation
+- A short summary of the design system you introduced
+- A short list of any UX bugs you fixed while redesigning
+- No unnecessary backend rewrites
+
+Before coding, inspect:
+
+- `templates/index.html`
+- `web_app.py`
+- `CURRENT_PROJECT_PRD.md`
+- `COMMERCIAL_WEBSITE_SITEMAP_AND_PAGE_SPEC.md`
+
+Use `CURRENT_PROJECT_PRD.md` as the source of truth for:
+
+- full current feature inventory
+- full function inventory
+- visible-but-partial or broken UI controls
+- UI rebuild requirements
+- advancement opportunities that can influence the redesign structure
+- commercial website requirements and trust/conversion expectations
+- sitemap, page-by-page website structure, CTA rules, footer requirements, and lead funnel design
+
+Outcome standard:
+
+The final UI should feel like a polished minimalist product for thoughtful investors and a credible commercial business website, not a demo page. It should be simpler, calmer, more premium, easier to use, and more trustworthy, while preserving the breadth of the current product.

USER_GUIDE.md

@@ -0,0 +1,108 @@
+# U2INVEST User Guide 
+
+**Your path, Your Choice, Your Future, You to Invest.**
+
+Welcome to the complete walkthrough of the U2INVEST platform. This guide demonstrates every feature of our comprehensive financial education and analysis system.
+
+---
+
+##  1. Landing Page & Navigation
+Your gateway to financial literacy. The clean interface allows you to jump straight into one of our three core pillars.
+
+![Front Page](static/screenshots/Front%20Page.png)
+
+*   **Academy:** For structured learning.
+*   **Lab:** For risk-free practice.
+*   **U2CHAT:** For AI-assisted analysis.
+
+---
+
+##  2. Knowledge Academy
+The Academy is designed to take you from novice to pro through structured coursework.
+
+![Knowledge Academy](static/screenshots/Knowledge%20Academy.png)
+
+### 2.1 Core Features
+The main dashboard offers two views: **Course Modules** (Grid View) and **Learning Roadmap** (Tree View). You can track your progress and difficulty levels at a glance.
+
+![Show Module](static/screenshots/Show%20Module.png)
+
+### 2.2 Learning Roadmap (Visual Progression)
+We use a D3.js interactive tree to visualize your learning path.
+*   **Standard Mode:** Follow our curated path from "Foundations" (Blue) to "Advanced" (Dark Blue) to "Professional" (Purple).
+    ![Learning Roadmap](static/screenshots/Learning%20Roadmap.png)
+
+*   **Design By Yourself Mode:** Switch to "You to Design" to create your own mental map.
+    ![Design By Yourself Roadmap](static/screenshots/Design%20By%20Yourself%20Roadmap.png)
+    *   **Add Concepts:** Create custom nodes for topics you want to study.
+        ![Add Concept](static/screenshots/Add%20Concept.png)
+    *   **Link Nodes:** Connect ideas to build your own knowledge graph.
+        ![Link Node](static/screenshots/Link%20Node.png)
+
+### 2.3 Module Interface
+Clicking any topic opens the learning module.
+*   **Video Lessons:** High-quality content curated from top financial educators.
+    ![Module Video](static/screenshots/Module%20Video.png)
+*   **Community:** Discuss topics with other learners.
+    ![Comments](static/screenshots/comments.png)
+*   **Progress Tracking:** Mark lessons as complete to earn your badge.
+    ![After Completed Module](static/screenshots/After%20Completed%20Module.png)
+*   **Share:** Share your progress on social media.
+    ![Share Progress](static/screenshots/Share%20Progress.png)
+
+---
+
+##  3. Trading Lab
+Before risking real money, master the market here with **$100,000 virtual cash**.
+
+![Lab Options](static/screenshots/Lab%20Options.png)
+
+### 3.1 Beginner Guide (Investment 101)
+New to stocks? Our interactive guide walks you through the basics before you trade.
+*   **Step 1: Ownership:** Understand what a stock actually is.
+    ![Step 1](static/screenshots/Step%201.png)
+*   **Step 2: Risk:** Learn about diversification.
+    ![Step 2](static/screenshots/Step%202.png)
+*   **Step 3: Execution:** How to read the dashboard.
+    ![Step 3](static/screenshots/Step%203.png)
+*   **Buy/Sell Guide:** Clear instructions on placing orders.
+    ![Buy and Sell Guide](static/screenshots/Buy%20and%20Sell%20Guide.png)
+
+### 3.2 Professional Dashboard (The Lab)
+For advanced users, the Lab offers a professional trading interface.
+*   **Real-time Data:** Live prices for A-share stocks (Moutai, CATL, etc.).
+*   **Interactive Charts:** Zoomable K-Line charts (60/120/250 days).
+*   **Order Entry:** Buy and Sell instantly.
+*   **Portfolio Tracking:** Monitor your Cash, Holdings, and Returns in real-time.
+
+![Trading Lab](static/screenshots/Trading%20Lab.png)
+
+---
+
+##  4. U2CHAT (AI Agent)
+Your 24/7 Financial Analyst, powered by **DeepSeek-V3** and **LangGraph**.
+
+![U2Chat](static/screenshots/U2Chat.png)
+
+### 4.1 Advanced Reasoning
+Unlike basic bots, U2CHAT "thinks" before it answers. It breaks down complex queries into logical steps.
+![U2Chat Think](static/screenshots/U2Chat%20Think.png)
+
+### 4.2 Market Analysis
+Ask about any stock (e.g., "Analyze Moutai"). The agent fetches real-time data and provides a professional breakdown.
+![U2Chat Analysis](static/screenshots/U2Chat%20Analysis.png)
+
+### 4.3 Data Visualization
+The agent doesn't just talk; it draws. It generates interactive price charts right in the chat window.
+![U2Chat Data Visualization](static/screenshots/U2Chat%20Data%20Visualization.png)
+
+### 4.4 Strategic Suggestions
+It can combine real-time data with its internal knowledge base (RAG) to offer investment strategies.
+![U2Chat Suggestion](static/screenshots/U2Chat%20Suggestion.png)
+
+---
+
+##  Architecture
+For the tech-savvy, here is how U2INVEST works under the hood:
+
+![Architecture](static/images/stock_agent_arch.png)

_profile_repo

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+Subproject commit 8648f49f063078217c7cf0b3e450a8628e342e94

_remote_repo

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+Subproject commit e0e39e339549c7cd8f647aab91009a7df6c709bb

agent_graph.py

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+import os
+import sqlite3
+from typing import Annotated, TypedDict
+from dotenv import load_dotenv
+from langchain_openai import ChatOpenAI
+from langchain_core.messages import SystemMessage # Added for persona
+from langgraph.graph import StateGraph, END
+from langgraph.graph.message import add_messages
+from langgraph.prebuilt import ToolNode
+from langgraph.checkpoint.sqlite import SqliteSaver
+from tools import tools
+from runtime_config import CHECKPOINTS_DB_PATH
+
+load_dotenv()
+
+DEEPSEEK_MODEL = os.getenv("DEEPSEEK_MODEL", "deepseek-chat")
+DEEPSEEK_BASE_URL = os.getenv("DEEPSEEK_BASE_URL", "https://api.deepseek.com")
+
+# 1. Define State
+class AgentState(TypedDict):
+    messages: Annotated[list, add_messages]
+
+# 2. Setup LLM & Tools
+llm = ChatOpenAI(
+    model=DEEPSEEK_MODEL,
+    openai_api_key=os.getenv("DEEPSEEK_API_KEY"),
+    openai_api_base=DEEPSEEK_BASE_URL,
+    temperature=0
+)
+llm_with_tools = llm.bind_tools(tools)
+
+# 3. Define Nodes
+def call_model(state: AgentState):
+    """
+    Node for LLM reasoning with a professional persona and structured logic.
+    """
+    # Define the core instructions for the AI
+# 在 call_model 函数中修改 SystemMessage
+    system_message = SystemMessage(content="""You are the 'U2CHAT bot', a professional stock analysis assistant.
+Your goal is to provide objective and analytical financial guidance.
+
+Core Directives:
+1. Language: Respond exclusively in English.
+2. Brevity & Structure: Be concise. Use clear headings (###), bullet points, and short paragraphs. Avoid "walls of text".
+3. Clean Formatting: Strictly DO NOT use double asterisks (**) for emphasis within sentences or around single words. Use standard Markdown headers for organization only.
+4. Data Visualization: Whenever analyzing a stock (e.g., K-line trends, price history), you MUST provide the data in a structured JSON block wrapped in ```json-chart``` tags.
+   Format:
+   ```json-chart
+   {
+     "type": "line",
+     "title": "Title of the Chart",
+     "labels": ["Jan", "Feb", "Mar"],
+     "data": [100, 120, 110]
+   }
+   ```
+   Supported types: "line", "bar". Ensure 'labels' and 'data' arrays have the same length.
+
+Response Template:
+### Market Overview: (1-2 sentences on current status)
+### Key Data: (Include the json-chart block here if applicable, or a Markdown Table)
+### Technical Analysis: (Brief bullet points on trends/indicators)
+### Visual Trend: (A simple ASCII-based visual or directional emoji chart)
+
+Tone: Professional, objective, and analytical.""")
+    
+    # Inject the system message at the start of the conversation
+    messages = [system_message] + state["messages"]
+    response = llm_with_tools.invoke(messages)
+    return {"messages": [response]}
+
+def route_logic(state: AgentState):
+    """Router to decide if tools are needed."""
+    last_msg = state["messages"][-1]
+    return "tools_executor" if last_msg.tool_calls else END
+
+# 4. Persistence Setup
+# Connection remains open for the lifecycle of the app
+conn = sqlite3.connect(str(CHECKPOINTS_DB_PATH), check_same_thread=False)
+memory = SqliteSaver(conn)
+
+# 5. Build Graph
+workflow = StateGraph(AgentState)
+
+workflow.add_node("llm_reasoning", call_model)
+workflow.add_node("tools_executor", ToolNode(tools))
+
+workflow.set_entry_point("llm_reasoning")
+workflow.add_conditional_edges("llm_reasoning", route_logic)
+workflow.add_edge("tools_executor", "llm_reasoning")
+
+# 6. Compile with Checkpointer
+stock_agent_app = workflow.compile(checkpointer=memory)

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docker-compose.yml

@@ -0,0 +1,18 @@
+services:
+  u2invest:
+    build: .
+    ports:
+      - "5000:10000"
+    env_file:
+      - .env
+    environment:
+      PORT: 10000
+      FLASK_DEBUG: "false"
+      DATA_DIR: /app/data
+      CHECKPOINTS_DB_PATH: /app/data/checkpoints.sqlite
+      CHROMA_DB_DIR: /app/data/chroma_db
+      HF_HOME: /app/data/hf-home
+      SENTENCE_TRANSFORMERS_HOME: /app/data/sentence-transformers
+    volumes:
+      - ./data:/app/data
+    restart: unless-stopped

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main.py

@@ -0,0 +1,39 @@
+import uuid
+from agent_graph import stock_agent_app
+
+def start_interactive_session():
+    print("=== Stock AI Agent Ready ===")
+    print("Type 'exit' to quit.\n")
+    
+    # Generate a unique session ID for this run
+    # This allows the SQLite database to track this specific conversation
+    session_id = str(uuid.uuid4())
+    config = {"configurable": {"thread_id": session_id}}
+    
+    print(f"Session started with ID: {session_id}\n")
+
+    while True:
+        user_input = input("User: ")
+        if user_input.lower() in ['exit', 'quit', 'q']:
+            print("Closing session...")
+            break
+            
+        # The 'messages' list is appended in the graph state
+        initial_state = {"messages": [("user", user_input)]}
+        
+        # IMPORTANT: Pass the 'config' variable as the second argument
+        # This triggers the SqliteSaver to save/load memory for this thread_id
+        for event in stock_agent_app.stream(initial_state, config):
+            for node_name, output in event.items():
+                print(f"\n[Executing Node: {node_name}]")
+                
+                # Retrieve the last message produced by this node
+                if "messages" in output:
+                    last_msg = output["messages"][-1]
+                    
+                    # Only print if there is text content (ignore tool-call metadata)
+                    if hasattr(last_msg, 'content') and last_msg.content:
+                        print(f"AI: {last_msg.content}")
+
+if __name__ == "__main__":
+    start_interactive_session()

market_demo.py

@@ -0,0 +1,173 @@
+import math
+from datetime import datetime, timedelta
+
+MARKET_POOL = {
+    "Mega Cap": ["AAPL", "MSFT", "NVDA", "AMZN", "META"],
+    "Growth": ["TSLA", "AMD", "PLTR", "COIN"],
+    "ETFs": ["SPY", "QQQ", "IWM", "GLD"],
+    "Crypto": ["BTC-USD", "ETH-USD", "SOL-USD"],
+}
+
+MARKET_META = {
+    "AAPL": {"name": "Apple", "base_price": 212.0, "sector": "Mega Cap", "asset_type": "equity"},
+    "MSFT": {"name": "Microsoft", "base_price": 428.0, "sector": "Mega Cap", "asset_type": "equity"},
+    "NVDA": {"name": "NVIDIA", "base_price": 134.0, "sector": "Mega Cap", "asset_type": "equity"},
+    "AMZN": {"name": "Amazon", "base_price": 186.0, "sector": "Mega Cap", "asset_type": "equity"},
+    "META": {"name": "Meta", "base_price": 498.0, "sector": "Mega Cap", "asset_type": "equity"},
+    "TSLA": {"name": "Tesla", "base_price": 196.0, "sector": "Growth", "asset_type": "equity"},
+    "AMD": {"name": "AMD", "base_price": 168.0, "sector": "Growth", "asset_type": "equity"},
+    "PLTR": {"name": "Palantir", "base_price": 28.0, "sector": "Growth", "asset_type": "equity"},
+    "COIN": {"name": "Coinbase", "base_price": 238.0, "sector": "Growth", "asset_type": "equity"},
+    "SPY": {"name": "SPDR S&P 500 ETF", "base_price": 518.0, "sector": "ETFs", "asset_type": "etf"},
+    "QQQ": {"name": "Invesco QQQ", "base_price": 443.0, "sector": "ETFs", "asset_type": "etf"},
+    "IWM": {"name": "iShares Russell 2000 ETF", "base_price": 204.0, "sector": "ETFs", "asset_type": "etf"},
+    "GLD": {"name": "SPDR Gold Shares", "base_price": 216.0, "sector": "ETFs", "asset_type": "etf"},
+    "BTC-USD": {"name": "Bitcoin", "base_price": 84200.0, "sector": "Crypto", "asset_type": "crypto"},
+    "ETH-USD": {"name": "Ethereum", "base_price": 3980.0, "sector": "Crypto", "asset_type": "crypto"},
+    "SOL-USD": {"name": "Solana", "base_price": 176.0, "sector": "Crypto", "asset_type": "crypto"},
+}
+
+MARKET_NAMES = {symbol: meta["name"] for symbol, meta in MARKET_META.items()}
+
+
+def normalize_symbol(symbol):
+    return str(symbol or "").strip().upper()
+
+
+def get_market_meta(symbol):
+    normalized = normalize_symbol(symbol)
+    fallback = {
+        "name": normalized or "Unknown Asset",
+        "base_price": 100.0,
+        "sector": "General",
+        "asset_type": "equity",
+    }
+    return normalized, MARKET_META.get(normalized, fallback)
+
+
+def symbol_seed(symbol):
+    return sum(ord(char) for char in str(symbol))
+
+
+def generate_kline(symbol, days=60):
+    normalized, meta = get_market_meta(symbol)
+    seed = symbol_seed(normalized)
+    total_days = max(5, int(days))
+    today = datetime.utcnow()
+    close = meta["base_price"] + (seed % 11) * 1.25
+    crypto = meta["asset_type"] == "crypto"
+    points = []
+
+    for index in range(total_days):
+        day_index = total_days - index
+        date = today - timedelta(days=day_index)
+        trend = math.sin((index + seed) / 6.0) * 1.6 + math.cos((index + seed) / 13.0) * 0.9
+        drift = ((seed % 7) - 3) * 0.08
+        if crypto:
+            trend *= 2.2
+            drift *= 1.5
+
+        open_price = close + math.sin((index + seed) / 4.0) * (1.2 if crypto else 0.8)
+        next_close = max(meta["base_price"] * 0.25, open_price + trend * 0.45 + drift)
+        wick = 1.5 if crypto else 0.6
+        high = max(open_price, next_close) + wick + ((seed + index) % 5) * 0.12
+        low = min(open_price, next_close) - wick - ((seed + index) % 4) * 0.1
+        volume_base = 900000000 if crypto else 3000000
+        volume_span = 800000000 if crypto else 5000000
+        volume = volume_base + ((seed * 113) + (index * 9173)) % volume_span
+
+        points.append({
+            "date": date.strftime("%Y-%m-%d"),
+            "open": round(open_price, 2),
+            "close": round(next_close, 2),
+            "high": round(high, 2),
+            "low": round(low, 2),
+            "volume": int(volume),
+        })
+        close = next_close
+
+    return points
+
+
+def generate_quote(symbol):
+    normalized, meta = get_market_meta(symbol)
+    history = generate_kline(normalized, 61)
+    latest = history[-1]
+    previous = history[-2]
+    change = round(latest["close"] - previous["close"], 2)
+    change_pct = round((change / previous["close"]) * 100, 2) if previous["close"] else 0.0
+
+    return {
+        "symbol": normalized,
+        "name": meta["name"],
+        "price": latest["close"],
+        "change": change,
+        "change_pct": change_pct,
+        "high": latest["high"],
+        "low": latest["low"],
+        "open": latest["open"],
+        "volume": latest["volume"],
+        "turnover": round(latest["volume"] * latest["close"], 2),
+    }
+
+
+def generate_quotes(symbols):
+    return [generate_quote(symbol) for symbol in symbols if normalize_symbol(symbol)]
+
+
+def generate_news(symbol):
+    normalized, meta = get_market_meta(symbol)
+    now = datetime.utcnow()
+    templates = [
+        (
+            f"{meta['name']} stays on the U2INVEST watchlist as traders track {meta['sector'].lower()} leadership",
+            "U2INVEST Feed",
+            "This preview uses deterministic demo headlines so the app stays stable without a live market-data backend.",
+        ),
+        (
+            f"{meta['name']} highlights the difference between momentum and long-term fundamentals",
+            "Market Note",
+            "Use the Trading Lab chart alongside U2CHAT to compare price action with valuation and risk context.",
+        ),
+        (
+            f"What to review before analysing {meta['name']} in depth",
+            "Learning Desk",
+            "Start with trend, concentration risk, and whether the thesis depends on optimistic assumptions.",
+        ),
+    ]
+
+    return [
+        {
+            "title": title,
+            "source": source,
+            "time": (now - timedelta(hours=index * 3)).strftime("%Y-%m-%d %H:%M"),
+            "summary": summary,
+        }
+        for index, (title, source, summary) in enumerate(templates)
+    ]
+
+
+def generate_fundamentals(symbol):
+    normalized, meta = get_market_meta(symbol)
+    seed = symbol_seed(normalized)
+
+    if meta["asset_type"] == "crypto":
+        return {
+            "asset_type": "Crypto",
+            "PE_ratio": "N/A",
+            "PB_ratio": "N/A",
+            "ROE": "N/A",
+            "network_growth": f"{18 + (seed % 21)}%",
+            "volatility_profile": "High",
+        }
+
+    pe_ratio = round(18 + (seed % 20) + ((seed % 5) * 0.4), 1)
+    pb_ratio = round(3.2 + ((seed % 9) * 0.45), 1)
+    roe = 10 + (seed % 18)
+
+    return {
+        "asset_type": meta["asset_type"].title(),
+        "PE_ratio": pe_ratio,
+        "PB_ratio": pb_ratio,
+        "ROE": f"{roe}%",
+    }

render-free.yaml

@@ -0,0 +1,48 @@
+services:
+  - type: web
+    name: u2invest-free
+    runtime: docker
+    plan: free
+    region: oregon
+    autoDeployTrigger: commit
+    dockerfilePath: ./Dockerfile
+    healthCheckPath: /api/health
+    envVars:
+      - key: PORT
+        value: "10000"
+      - key: FLASK_DEBUG
+        value: "false"
+      - key: TRUST_PROXY_HEADERS
+        value: "true"
+      - key: SESSION_COOKIE_SAMESITE
+        value: "Lax"
+      - key: SESSION_COOKIE_SECURE
+        value: "true"
+      - key: DATA_DIR
+        value: /tmp/u2invest-data
+      - key: CHECKPOINTS_DB_PATH
+        value: /tmp/u2invest-data/checkpoints.sqlite
+      - key: CHROMA_DB_DIR
+        value: /tmp/u2invest-data/chroma_db
+      - key: BACKGROUND_VIDEO_MAX_MB
+        value: "8"
+      - key: BACKGROUND_VIDEO_MAX_COUNT
+        value: "4"
+      - key: KNOWLEDGE_BASE_PATH
+        value: /app/knowledge
+      - key: HF_HOME
+        value: /tmp/u2invest-data/hf-home
+      - key: SENTENCE_TRANSFORMERS_HOME
+        value: /tmp/u2invest-data/sentence-transformers
+      - key: GUNICORN_WORKERS
+        value: "1"
+      - key: GUNICORN_THREADS
+        value: "2"
+      - key: GUNICORN_TIMEOUT
+        value: "180"
+      - key: DEEPSEEK_BASE_URL
+        value: https://api.deepseek.com
+      - key: FLASK_SECRET_KEY
+        generateValue: true
+      - key: DEEPSEEK_API_KEY
+        sync: false

render.yaml

@@ -0,0 +1,48 @@
+services:
+  - type: web
+    name: u2invest
+    runtime: docker
+    plan: starter
+    region: oregon
+    autoDeployTrigger: commit
+    dockerfilePath: ./Dockerfile
+    healthCheckPath: /api/health
+    disk:
+      name: u2invest-data
+      mountPath: /app/data
+      sizeGB: 5
+    envVars:
+      - key: PORT
+        value: "10000"
+      - key: FLASK_DEBUG
+        value: "false"
+      - key: TRUST_PROXY_HEADERS
+        value: "true"
+      - key: SESSION_COOKIE_SAMESITE
+        value: "Lax"
+      - key: SESSION_COOKIE_SECURE
+        value: "true"
+      - key: DATA_DIR
+        value: /app/data
+      - key: CHECKPOINTS_DB_PATH
+        value: /app/data/checkpoints.sqlite
+      - key: CHROMA_DB_DIR
+        value: /app/data/chroma_db
+      - key: KNOWLEDGE_BASE_PATH
+        value: /app/knowledge
+      - key: HF_HOME
+        value: /app/data/hf-home
+      - key: SENTENCE_TRANSFORMERS_HOME
+        value: /app/data/sentence-transformers
+      - key: GUNICORN_WORKERS
+        value: "2"
+      - key: GUNICORN_THREADS
+        value: "4"
+      - key: GUNICORN_TIMEOUT
+        value: "180"
+      - key: DEEPSEEK_BASE_URL
+        value: https://api.deepseek.com
+      - key: FLASK_SECRET_KEY
+        generateValue: true
+      - key: DEEPSEEK_API_KEY
+        sync: false

requirements.txt

@@ -0,0 +1,32 @@
+# U2INVEST Requirements - 适配 Python 3.13 优化版
+Flask>=3.0.0
+flask-cors>=4.0.0
+
+# 数据处理
+pandas>=2.2.3
+numpy>=2.1.0
+
+# 股票数据
+akshare>=1.18.25
+
+# AI Agent相关 - 允许使用你刚才已经装好的最新版
+langchain>=1.1.0
+langchain-openai>=0.1.0
+langchain-core>=1.1.0
+langchain-community>=0.1.0
+langgraph>=0.1.0
+
+# 向量数据库
+chromadb>=0.5.0
+sentence-transformers>=2.3.1
+
+# 文档处理
+pypdf>=4.0.0
+langchain-huggingface>=0.1.0
+
+# 环境变量与工具
+python-dotenv>=1.0.0
+requests>=2.31.0
+beautifulsoup4>=4.12.2
+langgraph-checkpoint-sqlite
+gunicorn>=21.2.0

runtime_config.py

@@ -0,0 +1,31 @@
+import os
+from pathlib import Path
+
+ROOT_DIR = Path(__file__).resolve().parent
+DATA_DIR = Path(os.getenv("DATA_DIR", ROOT_DIR / "data")).resolve()
+CHECKPOINTS_DB_PATH = Path(
+    os.getenv("CHECKPOINTS_DB_PATH", DATA_DIR / "checkpoints.sqlite")
+).resolve()
+CHROMA_DB_DIR = Path(os.getenv("CHROMA_DB_DIR", DATA_DIR / "chroma_db")).resolve()
+KNOWLEDGE_BASE_PATH = Path(
+    os.getenv("KNOWLEDGE_BASE_PATH", ROOT_DIR / "knowledge")
+).resolve()
+HF_HOME = Path(os.getenv("HF_HOME", DATA_DIR / "hf-home")).resolve()
+SENTENCE_TRANSFORMERS_HOME = Path(
+    os.getenv("SENTENCE_TRANSFORMERS_HOME", DATA_DIR / "sentence-transformers")
+).resolve()
+
+
+def ensure_runtime_dirs():
+    DATA_DIR.mkdir(parents=True, exist_ok=True)
+    CHECKPOINTS_DB_PATH.parent.mkdir(parents=True, exist_ok=True)
+    CHROMA_DB_DIR.mkdir(parents=True, exist_ok=True)
+    KNOWLEDGE_BASE_PATH.mkdir(parents=True, exist_ok=True)
+    HF_HOME.mkdir(parents=True, exist_ok=True)
+    SENTENCE_TRANSFORMERS_HOME.mkdir(parents=True, exist_ok=True)
+
+    os.environ.setdefault("HF_HOME", str(HF_HOME))
+    os.environ.setdefault("SENTENCE_TRANSFORMERS_HOME", str(SENTENCE_TRANSFORMERS_HOME))
+
+
+ensure_runtime_dirs()