resolver: exact base-symbol match for ticker queries, whole-word name matching for name queries

src/portfolio.py

@@ -109,10 +109,17 @@ def resolve_symbol(query: str) -> dict:
         return m["av"].endswith(".FRK") or (m["av"].endswith(".LON") and m["av"][0] == "0")
     def _otc(m):
         return m["region"] == "United States" and len(m["av"]) == 5 and m["av"][-1] in "YF"
+    us_shaped = bool(_TICKER_RE.fullmatch(qU) and "." not in qU)
+    if _TICKER_RE.fullmatch(qU):     # a ticker query must match the listing's base symbol EXACTLY
+        base_q = qU.rsplit(".", 1)[0]
+        matches = [m for m in matches if m["av"].rsplit(".", 1)[0].replace(".", "-").upper() == base_q]
+    else:                            # a name query: every token must appear as a whole word in the name
+        toks = [t for t in re.split(r"[^a-z0-9]+", q.lower()) if len(t) > 1]
+        matches = [m for m in matches
+                   if all(re.search(r"\b" + re.escape(t) + r"\b", m["name"].lower()) for t in toks)]
     home = [m for m in matches if m["region"] != "United States" and not _secondary(m)]
     us_primary = [m for m in matches if m["region"] == "United States" and not _otc(m)]
     rest = [m for m in matches if m not in home and m not in us_primary]
-    us_shaped = _TICKER_RE.fullmatch(qU) and "." not in qU
     ordered = (us_primary + home) if us_shaped else (home + us_primary)
     if not us_shaped:
         ordered += rest          # a US-shaped dead ticker must not land on a Frankfurt line — fall to the LLM

tests/test_validator.py

@@ -132,4 +132,5 @@ def test_resolver_demotes_secondary_venues(monkeypatch):
     monkeypatch.setattr(PF, "resolve_isin", lambda i: [])
     monkeypatch.setattr(PF, "call_llm", lambda *a, **k: '{"ticker": "XYZ", "name": "Block"}')
     assert PF.resolve_symbol("SQ")["symbol"] == "XYZ"                 # not the Frankfurt line
-    assert PF.resolve_symbol("Block payments")["symbol"] == "SQ3.F"   # a NAME may still land on the only listing found
+    assert PF.resolve_symbol("Block Inc")["symbol"] == "SQ3.F"        # name tokens all present → the only listing found
+    assert PF.resolve_symbol("Block payments")["symbol"] == "XYZ"     # 'payments' absent from the name → LLM path