phase-2: extract shared utils

CLAUDE.md

@@ -32,7 +32,7 @@ npm start -- AAPL MSFT VOO                    # CLI: specific tickers
 npm run finance                               # CLI: portfolio advice + SimpleFIN → finance-report.html
 npm test                                      # run all unit tests (node:test, zero external deps)
 npm run test:watch                            # watch mode — uses verbose spec reporter
-npm run format                                # format all src/bin/tests with Prettier
+npm run format                                # format all server/bin/tests with Prettier
 npm run format:check                          # check formatting without writing (used in CI/pre-commit)
 npm run ui:install                            # install UI dependencies (ui/ subdirectory)
 ```
@@ -56,7 +56,7 @@ scripts/
 prompts/
   catalyst-analysis.md   ← daily catalyst analysis playbook (LLM prompt + workflow)
 
-src/
+server/
   config/
     ScoringConfig.js     ← CREDIT_RATING_SCALE + ScoringRules (single source of truth)
     constants.js         ← SIGNAL, ASSET_TYPE, SECTOR, SCORE_MODE, REGIME, SIGNAL_ORDER
@@ -199,7 +199,7 @@ CORS is configured for `CLIENT_ORIGIN` env var (default `http://localhost:5173`)
 
 ## ScoringConfig Key Values
 
-`src/config/ScoringConfig.js` — single source of truth for all gates, weights, thresholds.
+`server/config/ScoringConfig.js` — single source of truth for all gates, weights, thresholds.
 
 **STOCK base gates (Fundamental mode):**
 - `maxPERatio: 15` — Graham's actual rule (trailing P/E)
@@ -234,7 +234,7 @@ CORS is configured for `CLIENT_ORIGIN` env var (default `http://localhost:5173`)
 
 ## MarketRegime (INFLATED overrides)
 
-`src/market/MarketRegime.js` derives gate overrides from live benchmarks and current rate regime:
+`server/market/MarketRegime.js` derives gate overrides from live benchmarks and current rate regime:
 
 | Gate | Formula (NORMAL rates) | Formula (HIGH rates) |
 |---|---|---|
@@ -365,10 +365,10 @@ Test output: silent on pass, shows only failures + one summary line (`scripts/su
 - Asset `type` (uppercased) is the routing key across DataMapper, asset classes, `SCORERS` map, and ScoringRules.
 - Prefer adjusting `ScoringConfig` or `MarketRegime` over hardcoding numbers in scorers.
 - BenchmarkProvider caches for 1 hour — restart the server to force a fresh fetch.
-- All entry points live in `bin/`. Do not add logic to entry points — they call into `src/`.
-- `bin/server.js` starts Fastify; `src/server/` contains all route logic.
-- **Never** call `process.exit()` inside `src/` — only `bin/` may do that.
-- Class instances don't survive `JSON.stringify`. Call `getDisplayMetrics()` server-side before returning from API routes (see `src/server/routes/screener.js` `serializeAssets()`).
+- All entry points live in `bin/`. Do not add logic to entry points — they call into `server/`.
+- `bin/server.js` starts Fastify; `server/server/` contains all route logic.
+- **Never** call `process.exit()` inside `server/` — only `bin/` may do that.
+- Class instances don't survive `JSON.stringify`. Call `getDisplayMetrics()` server-side before returning from API routes (see `server/server/routes/screener.js` `serializeAssets()`).
 
 ---
 
@@ -381,7 +381,7 @@ All items completed. Additional features delivered alongside cleanup:
 
 **Cleanup done:**
 - Deleted root-level `finance.js`, `import-portfolio.js`, `markdown.md`
-- Deleted `src/server/routes/analyze.js` (orphaned route file)
+- Deleted `server/server/routes/analyze.js` (orphaned route file)
 - Removed dead `analysis` state, `analysisOpen` state, and "🤖 AI Market Analysis" panel from `+page.svelte`
 - Fixed `.gitignore` — `portfolio.json`, `market-calls.json`, `.env` are now excluded from git
 
@@ -398,13 +398,19 @@ All items completed. Additional features delivered alongside cleanup:
 **Pending (deferred to later):**
 - LLM Analysis button on portfolio page (analyse holdings against current news)
 
-### Phase 2 — Extract Shared Utilities
-- Create `ui/src/lib/utils.ts` with all pure functions currently duplicated across pages: `sigOrd`, `sorted`, `verdictShort`, `vClass`, `fmtPE`, `fmt`, `fmtShort`, `glClass`
-- Create `src/server/utils/logger.js` with shared `noopLogger` constant (currently copy-pasted in `screener.js` and `app.js`)
+### Phase 2 — Extract Shared Utilities ✅ COMPLETE
 
-### Phase 3 — Rename `src/` → `server/`
-- Rename the directory and update all import paths in `bin/`, internal routes, and `CLAUDE.md`
-- Makes the API layer unambiguous — `src/` conventionally implies "all project source"
+**Done:**
+- Created `ui/src/lib/utils.ts` — typed shared pure functions: `sigOrd`, `sorted`, `verdictShort`, `vClass`, `fmtPE`, `fmt`, `fmtShort`, `glClass`, `advClass`. Exports `Signal` type.
+- Created `server/server/utils/logger.js` — shared `noopLogger` constant, imported by `screener.js`, `app.js`, `finance.js`, and `calls.js`
+- Added TypeScript support to `ui/` — `tsconfig.json` extending SvelteKit's generated config, `typescript` and `svelte-check` added as dev dependencies
+- All three pages (`+page.svelte`, `safe-buys/+page.svelte`, `portfolio/+page.svelte`) now import from `$lib/utils.js` instead of duplicating logic
+
+### Phase 3 — Rename `src/` → `server/` ✅ COMPLETE
+
+**Done:**
+- Renamed `src/` to `server/` — `src/server/` is now `server/server/`
+- Updated all import paths in `bin/`, `tests/`, and `CLAUDE.md`
 
 ### Phase 4 — SCSS Migration
 Replace per-component `<style>` blocks with a shared token system in `ui/src/styles/`:
@@ -455,10 +461,10 @@ SvelteKit supports TypeScript natively — components just need `<script lang="t
 
 ## Adding a New Asset Type
 
-1. Create a subclass of `Asset` in `src/screener/assets/` with a flat `metrics` object and `getDisplayMetrics()`.
+1. Create a subclass of `Asset` in `server/screener/assets/` with a flat `metrics` object and `getDisplayMetrics()`.
 2. Add a per-type entry (`gates` / `weights` / `thresholds`) to `ScoringRules` in `ScoringConfig.js`.
 3. Add inflated overrides in `MarketRegime.getInflatedOverrides()`.
-4. Create a Scorer in `src/screener/scorers/` exposing `score(metrics, rules, marketContext)`.
+4. Create a Scorer in `server/screener/scorers/` exposing `score(metrics, rules, marketContext)`.
 5. Add a mapper in `DataMapper.js`.
 6. Wire into `ScreenerEngine`: add `case` in `_buildAsset`, entry in `SCORERS` map.
-7. Add the new type to `serializeAssets()` handling in `src/server/routes/screener.js`.
+7. Add the new type to `serializeAssets()` handling in `server/server/routes/screener.js`.

bin/finance.js

@@ -13,11 +13,11 @@
 
 import 'dotenv/config';
 import { readFileSync, existsSync } from 'fs';
-import { SimpleFINClient, saveAccessUrlToEnv } from '../src/finance/clients/SimpleFINClient.js';
-import { PersonalFinanceAnalyzer } from '../src/finance/PersonalFinanceAnalyzer.js';
-import { PortfolioAdvisor } from '../src/finance/PortfolioAdvisor.js';
-import { ScreenerEngine } from '../src/screener/ScreenerEngine.js';
-import { FinanceReporter } from '../src/reporters/FinanceReporter.js';
+import { SimpleFINClient, saveAccessUrlToEnv } from '../server/finance/clients/SimpleFINClient.js';
+import { PersonalFinanceAnalyzer } from '../server/finance/PersonalFinanceAnalyzer.js';
+import { PortfolioAdvisor } from '../server/finance/PortfolioAdvisor.js';
+import { ScreenerEngine } from '../server/screener/ScreenerEngine.js';
+import { FinanceReporter } from '../server/reporters/FinanceReporter.js';
 
 const PORTFOLIO_PATH = './portfolio.json';
 

bin/screen.js

@@ -12,9 +12,9 @@
  */
 
 import 'dotenv/config';
-import { CatalystAnalyst } from '../src/analyst/CatalystAnalyst.js';
-import { ScreenerEngine } from '../src/screener/ScreenerEngine.js';
-import { HtmlReporter } from '../src/reporters/HtmlReporter.js';
+import { CatalystAnalyst } from '../server/analyst/CatalystAnalyst.js';
+import { ScreenerEngine } from '../server/screener/ScreenerEngine.js';
+import { HtmlReporter } from '../server/reporters/HtmlReporter.js';
 
 const DEFAULT_WATCHLIST = [
   // Stocks

bin/server.js

@@ -1,5 +1,5 @@
 import 'dotenv/config';
-import { buildApp } from '../src/server/app.js';
+import { buildApp } from '../server/server/app.js';
 
 const PORT = process.env.PORT ?? 3000;
 const HOST = process.env.HOST ?? '0.0.0.0';

server/server/app.js

@@ -5,8 +5,7 @@ import financeRoutes from './routes/finance.js';
 import callsRoutes from './routes/calls.js';
 import { YahooClient } from '../market/YahooClient.js';
 import { LLMAnalyst } from '../analyst/LLMAnalyst.js';
-
-const noopLogger = { write: () => {}, log: () => {}, warn: () => {} };
+import { noopLogger } from './utils/logger.js';
 
 export async function buildApp({ logger = true } = {}) {
   const app = Fastify({ logger });

server/server/routes/calls.js

@@ -2,8 +2,7 @@ import { MarketCallStore } from '../../calls/MarketCallStore.js';
 import { ScreenerEngine } from '../../screener/ScreenerEngine.js';
 import { YahooClient } from '../../market/YahooClient.js';
 import { chunkArray } from '../../screener/Chunker.js';
-
-const noopLogger = { write: () => {}, log: () => {}, warn: () => {} };
+import { noopLogger } from '../utils/logger.js';
 const store = new MarketCallStore();
 
 // Takes a screener result entry and flattens it to a snapshot record

server/server/routes/finance.js

@@ -3,8 +3,7 @@ import { ScreenerEngine } from '../../screener/ScreenerEngine.js';
 import { PersonalFinanceAnalyzer } from '../../finance/PersonalFinanceAnalyzer.js';
 import { PortfolioAdvisor } from '../../finance/PortfolioAdvisor.js';
 import { SimpleFINClient } from '../../finance/clients/SimpleFINClient.js';
-
-const noopLogger = { write: () => {}, log: () => {}, warn: () => {} };
+import { noopLogger } from '../utils/logger.js';
 const PORTFOLIO_PATH = './portfolio.json';
 
 export default async function financeRoutes(app) {

server/server/routes/screener.js

@@ -1,6 +1,5 @@
 import { ScreenerEngine } from '../../screener/ScreenerEngine.js';
-
-const noopLogger = { write: () => {}, log: () => {}, warn: () => {} };
+import { noopLogger } from '../utils/logger.js';
 
 // Class instances don't survive JSON.stringify — call getDisplayMetrics() on the
 // server so the browser receives plain serializable objects.

server/server/utils/logger.js

@@ -0,0 +1,13 @@
+/**
+ * Shared server-side logger utilities.
+ *
+ * noopLogger — silent logger for use in API server context where stdout
+ * output from screener/analyst classes would pollute the request log.
+ * Pass as { logger: noopLogger } to ScreenerEngine, BenchmarkProvider,
+ * CatalystAnalyst, SimpleFINClient, LLMAnalyst.
+ */
+export const noopLogger = {
+  write: () => {},
+  log: () => {},
+  warn: () => {},
+};

tests/BondScorer.test.js

@@ -1,6 +1,6 @@
 import { test } from 'node:test';
 import assert from 'node:assert/strict';
-import { BondScorer } from '../src/screener/scorers/BondScorer.js';
+import { BondScorer } from '../server/screener/scorers/BondScorer.js';
 
 // ytm is stored as a percentage value (e.g. 6.5 = 6.5%), matching how DataMapper outputs it.
 // BondScorer._sanitize divides by 100 to convert to decimal before spread calculation.

tests/DataMapper.test.js

@@ -1,6 +1,6 @@
 import { test } from 'node:test';
 import assert from 'node:assert/strict';
-import { mapToStandardFormat } from '../src/screener/DataMapper.js';
+import { mapToStandardFormat } from '../server/screener/DataMapper.js';
 
 const base = {
   price: { quoteType: 'EQUITY', regularMarketPrice: 150 },

tests/EtfScorer.test.js

@@ -1,6 +1,6 @@
 import { test } from 'node:test';
 import assert from 'node:assert/strict';
-import { EtfScorer } from '../src/screener/scorers/EtfScorer.js';
+import { EtfScorer } from '../server/screener/scorers/EtfScorer.js';
 
 const rules = {
   gates: { maxExpenseRatio: 0.5 },

tests/MarketRegime.test.js

@@ -1,7 +1,7 @@
 import { test } from 'node:test';
 import assert from 'node:assert/strict';
-import { MarketRegime } from '../src/market/MarketRegime.js';
-import { SECTOR, ASSET_TYPE } from '../src/config/constants.js';
+import { MarketRegime } from '../server/market/MarketRegime.js';
+import { SECTOR, ASSET_TYPE } from '../server/config/constants.js';
 
 const regime = (benchmarks, extra = {}) => new MarketRegime({ benchmarks, ...extra });
 

tests/PortfolioAdvisor.test.js

@@ -1,7 +1,7 @@
 import { test } from 'node:test';
 import assert from 'node:assert/strict';
-import { PortfolioAdvisor } from '../src/finance/PortfolioAdvisor.js';
-import { SIGNAL } from '../src/config/constants.js';
+import { PortfolioAdvisor } from '../server/finance/PortfolioAdvisor.js';
+import { SIGNAL } from '../server/config/constants.js';
 
 const advisor = new PortfolioAdvisor();
 

tests/RuleMerger.test.js

@@ -1,7 +1,7 @@
 import { test } from 'node:test';
 import assert from 'node:assert/strict';
-import { RuleMerger } from '../src/screener/RuleMerger.js';
-import { SCORE_MODE } from '../src/config/constants.js';
+import { RuleMerger } from '../server/screener/RuleMerger.js';
+import { SCORE_MODE } from '../server/config/constants.js';
 
 const ctx = {
   benchmarks: { marketPE: 25, techPE: 32, reitYield: 3.8, igSpread: 1.2 },

tests/ScoringConfig.test.js

@@ -1,6 +1,6 @@
 import { test } from 'node:test';
 import assert from 'node:assert/strict';
-import { CREDIT_RATING_SCALE, ScoringRules } from '../src/config/ScoringConfig.js';
+import { CREDIT_RATING_SCALE, ScoringRules } from '../server/config/ScoringConfig.js';
 
 test('CREDIT_RATING_SCALE covers full spectrum', () => {
   assert.equal(CREDIT_RATING_SCALE.AAA, 10);

tests/StockScorer.test.js

@@ -1,6 +1,6 @@
 import { test } from 'node:test';
 import assert from 'node:assert/strict';
-import { StockScorer } from '../src/screener/scorers/StockScorer.js';
+import { StockScorer } from '../server/screener/scorers/StockScorer.js';
 
 const baseRules = {
   gates: { maxDebtToEquity: 3.0, minQuickRatio: 0.5, maxPERatio: 20, maxPegGate: 1.5 },

ui/package-lock.json

@@ -12,6 +12,8 @@
         "@sveltejs/kit": "^2.0.0",
         "@sveltejs/vite-plugin-svelte": "^4.0.0",
         "svelte": "^5.0.0",
+        "svelte-check": "^4.0.0",
+        "typescript": "^5.0.0",
         "vite": "^6.0.0"
       }
     },
@@ -875,6 +877,16 @@
         }
       }
     },
+    "node_modules/@sveltejs/load-config": {
+      "version": "0.1.1",
+      "resolved": "https://registry.npmjs.org/@sveltejs/load-config/-/load-config-0.1.1.tgz",
+      "integrity": "sha512-BXXm+VOH/9X4N7Dd1iZ2MqA1h7M+9i2noI8QYuLDY8QcN2WHYn7D/VK/+IJNfcAmRw7ACNJ538UT9GXIhnBTiA==",
+      "dev": true,
+      "license": "MIT",
+      "engines": {
+        "node": ">= 18.0.0"
+      }
+    },
     "node_modules/@sveltejs/vite-plugin-svelte": {
       "version": "4.0.4",
       "resolved": "https://registry.npmjs.org/@sveltejs/vite-plugin-svelte/-/vite-plugin-svelte-4.0.4.tgz",
@@ -961,6 +973,22 @@
         "node": ">= 0.4"
       }
     },
+    "node_modules/chokidar": {
+      "version": "4.0.3",
+      "resolved": "https://registry.npmjs.org/chokidar/-/chokidar-4.0.3.tgz",
+      "integrity": "sha512-Qgzu8kfBvo+cA4962jnP1KkS6Dop5NS6g7R5LFYJr4b8Ub94PPQXUksCw9PvXoeXPRRddRNC5C1JQUR2SMGtnA==",
+      "dev": true,
+      "license": "MIT",
+      "dependencies": {
+        "readdirp": "^4.0.1"
+      },
+      "engines": {
+        "node": ">= 14.16.0"
+      },
+      "funding": {
+        "url": "https://paulmillr.com/funding/"
+      }
+    },
     "node_modules/clsx": {
       "version": "2.1.1",
       "resolved": "https://registry.npmjs.org/clsx/-/clsx-2.1.1.tgz",
@@ -1149,6 +1177,16 @@
         "@jridgewell/sourcemap-codec": "^1.5.5"
       }
     },
+    "node_modules/mri": {
+      "version": "1.2.0",
+      "resolved": "https://registry.npmjs.org/mri/-/mri-1.2.0.tgz",
+      "integrity": "sha512-tzzskb3bG8LvYGFF/mDTpq3jpI6Q9wc3LEmBaghu+DdCssd1FakN7Bc0hVNmEyGq1bq3RgfkCb3cmQLpNPOroA==",
+      "dev": true,
+      "license": "MIT",
+      "engines": {
+        "node": ">=4"
+      }
+    },
     "node_modules/mrmime": {
       "version": "2.0.1",
       "resolved": "https://registry.npmjs.org/mrmime/-/mrmime-2.0.1.tgz",
@@ -1228,6 +1266,20 @@
         "node": "^10 || ^12 || >=14"
       }
     },
+    "node_modules/readdirp": {
+      "version": "4.1.2",
+      "resolved": "https://registry.npmjs.org/readdirp/-/readdirp-4.1.2.tgz",
+      "integrity": "sha512-GDhwkLfywWL2s6vEjyhri+eXmfH6j1L7JE27WhqLeYzoh/A3DBaYGEj2H/HFZCn/kMfim73FXxEJTw06WtxQwg==",
+      "dev": true,
+      "license": "MIT",
+      "engines": {
+        "node": ">= 14.18.0"
+      },
+      "funding": {
+        "type": "individual",
+        "url": "https://paulmillr.com/funding/"
+      }
+    },
     "node_modules/rollup": {
       "version": "4.61.0",
       "resolved": "https://registry.npmjs.org/rollup/-/rollup-4.61.0.tgz",
@@ -1272,6 +1324,19 @@
         "fsevents": "~2.3.2"
       }
     },
+    "node_modules/sade": {
+      "version": "1.8.1",
+      "resolved": "https://registry.npmjs.org/sade/-/sade-1.8.1.tgz",
+      "integrity": "sha512-xal3CZX1Xlo/k4ApwCFrHVACi9fBqJ7V+mwhBsuf/1IOKbBy098Fex+Wa/5QMubw09pSZ/u8EY8PWgevJsXp1A==",
+      "dev": true,
+      "license": "MIT",
+      "dependencies": {
+        "mri": "^1.1.0"
+      },
+      "engines": {
+        "node": ">=6"
+      }
+    },
     "node_modules/set-cookie-parser": {
       "version": "3.1.0",
       "resolved": "https://registry.npmjs.org/set-cookie-parser/-/set-cookie-parser-3.1.0.tgz",
@@ -1328,6 +1393,31 @@
         "node": ">=18"
       }
     },
+    "node_modules/svelte-check": {
+      "version": "4.6.0",
+      "resolved": "https://registry.npmjs.org/svelte-check/-/svelte-check-4.6.0.tgz",
+      "integrity": "sha512-KhVnDFDSid57mmZtHz8gfW8AAGylOZ0vPnOIzVmAL+urzwK8sBYXRss953gD8T0OdgAQ11mdWhE6uadmtOz8TQ==",
+      "dev": true,
+      "license": "MIT",
+      "dependencies": {
+        "@jridgewell/trace-mapping": "^0.3.25",
+        "@sveltejs/load-config": "0.1.1",
+        "chokidar": "^4.0.1",
+        "fdir": "^6.2.0",
+        "picocolors": "^1.0.0",
+        "sade": "^1.7.4"
+      },
+      "bin": {
+        "svelte-check": "bin/svelte-check"
+      },
+      "engines": {
+        "node": ">= 18.0.0"
+      },
+      "peerDependencies": {
+        "svelte": "^4.0.0 || ^5.0.0-next.0",
+        "typescript": ">=5.0.0"
+      }
+    },
     "node_modules/tinyglobby": {
       "version": "0.2.17",
       "resolved": "https://registry.npmjs.org/tinyglobby/-/tinyglobby-0.2.17.tgz",
@@ -1353,6 +1443,20 @@
         "node": ">=6"
       }
     },
+    "node_modules/typescript": {
+      "version": "5.9.3",
+      "resolved": "https://registry.npmjs.org/typescript/-/typescript-5.9.3.tgz",
+      "integrity": "sha512-jl1vZzPDinLr9eUt3J/t7V6FgNEw9QjvBPdysz9KfQDD41fQrC2Y4vKQdiaUpFT4bXlb1RHhLpp8wtm6M5TgSw==",
+      "dev": true,
+      "license": "Apache-2.0",
+      "bin": {
+        "tsc": "bin/tsc",
+        "tsserver": "bin/tsserver"
+      },
+      "engines": {
+        "node": ">=14.17"
+      }
+    },
     "node_modules/vite": {
       "version": "6.4.3",
       "resolved": "https://registry.npmjs.org/vite/-/vite-6.4.3.tgz",

ui/package.json

@@ -12,6 +12,8 @@
     "@sveltejs/kit": "^2.0.0",
     "@sveltejs/vite-plugin-svelte": "^4.0.0",
     "svelte": "^5.0.0",
+    "svelte-check": "^4.0.0",
+    "typescript": "^5.0.0",
     "vite": "^6.0.0"
   }
 }

ui/src/lib/MarketContext.svelte

@@ -1,7 +1,10 @@
 <script>
+  import { untrack } from 'svelte';
+
   let { ctx, collapsible = false } = $props();
 
-  let expanded = $state(!collapsible);  // collapsed by default when collapsible=true
+  // Read collapsible once for initial state — untrack avoids a reactive dep on the prop
+  let expanded = $state(untrack(() => !collapsible));
 
   const cards = $derived.by(() => {
     const b = ctx?.benchmarks ?? {};

ui/src/lib/utils.ts

@@ -0,0 +1,105 @@
+/**
+ * Shared pure utility functions used across screener, portfolio, and safe-buys pages.
+ * All functions are stateless and framework-agnostic.
+ */
+
+// ── Signal ordering ───────────────────────────────────────────────────────────
+
+export type Signal =
+  | '✅ Strong Buy'
+  | '⚡ Momentum'
+  | '🔄 Neutral'
+  | '⚠️  Speculation'
+  | '❌ Avoid';
+
+const SIGNAL_ORDER: Record<string, number> = {
+  '✅ Strong Buy':   0,
+  '⚡ Momentum':     1,
+  '🔄 Neutral':      2,
+  '⚠️  Speculation': 3,
+  '❌ Avoid':        4,
+};
+
+/** Returns sort order for a signal string (lower = stronger). Unknown signals → 5. */
+export function sigOrd(signal: string | null | undefined): number {
+  return SIGNAL_ORDER[signal ?? ''] ?? 5;
+}
+
+/** Sorts an array of screener result rows by signal strength (strongest first). */
+export function sorted<T extends { signal?: string | null }>(arr: T[]): T[] {
+  return [...(arr ?? [])].sort((a, b) => sigOrd(a.signal) - sigOrd(b.signal));
+}
+
+// ── Verdict label helpers ─────────────────────────────────────────────────────
+
+/**
+ * Converts a long verdict label into a short display string.
+ * e.g. "🟢 BUY (High Conviction)" → "Strong"
+ */
+export function verdictShort(label: string | null | undefined): string {
+  if (!label) return '—';
+  if (label.includes('High Conviction')) return 'Strong';
+  if (label.includes('Speculative'))     return 'Speculative';
+  if (label.includes('BUY'))             return 'Buy';
+  if (label.includes('Efficient'))       return 'Efficient';
+  if (label.includes('Attractive'))      return 'Attractive';
+  if (label.includes('Neutral'))         return 'Hold';
+  if (label.includes('REJECT'))          return 'Reject';
+  if (label.includes('Avoid'))           return 'Avoid';
+  return label.replace(/[🟢🟡🔴]/u, '').trim();
+}
+
+/**
+ * Returns a CSS colour class ('green' | 'yellow' | 'red') based on
+ * the emoji prefix of a verdict label.
+ */
+export function vClass(label: string | null | undefined): 'green' | 'yellow' | 'red' {
+  if (label?.startsWith('🟢')) return 'green';
+  if (label?.startsWith('🟡')) return 'yellow';
+  return 'red';
+}
+
+// ── Number formatters ─────────────────────────────────────────────────────────
+
+/** Formats a P/E ratio — e.g. 22.5 → "22.5x", null → "—" */
+export function fmtPE(v: number | null | undefined): string {
+  return v != null ? v + 'x' : '—';
+}
+
+/** Full currency format — e.g. 1234.5 → "$1,234.50" */
+export function fmt(n: number | null | undefined): string {
+  return n != null
+    ? new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD' }).format(n)
+    : '—';
+}
+
+/** Compact currency format (no cents) — e.g. 1234.5 → "$1,235" */
+export function fmtShort(n: number | null | undefined): string {
+  return n != null
+    ? new Intl.NumberFormat('en-US', {
+        style: 'currency',
+        currency: 'USD',
+        maximumFractionDigits: 0,
+      }).format(n)
+    : '—';
+}
+
+/**
+ * Returns 'green' for non-negative G/L percentage, 'red' otherwise.
+ * Accepts string (e.g. "12.5") or number.
+ */
+export function glClass(pct: string | number | null | undefined): 'green' | 'red' {
+  return parseFloat(String(pct ?? 0)) >= 0 ? 'green' : 'red';
+}
+
+/**
+ * Returns a CSS colour class for a portfolio advice string based on its emoji prefix.
+ * 🟢 → 'green', 🟡 → 'yellow', 🟠 → 'orange', 🔴 → 'red', else 'gray'.
+ */
+export function advClass(advice: string | null | undefined): 'green' | 'yellow' | 'orange' | 'red' | 'gray' {
+  if (advice?.includes('🟢')) return 'green';
+  if (advice?.includes('🟡')) return 'yellow';
+  if (advice?.includes('🟠')) return 'orange';
+  if (advice?.includes('🔴')) return 'red';
+  return 'gray';
+}

ui/src/routes/+page.svelte

@@ -1,5 +1,6 @@
 <script>
   import { screenTickers, fetchCatalysts, analyzeTickers } from '$lib/api.js';
+  import { sigOrd, sorted, verdictShort, vClass, fmtPE } from '$lib/utils.js';
   import SignalBadge from '$lib/SignalBadge.svelte';
   import Spinner from '$lib/Spinner.svelte';
 
@@ -72,25 +73,6 @@
     }
   }
 
-  const sigOrd = s => ({'✅ Strong Buy':0,'⚡ Momentum':1,'🔄 Neutral':2,'⚠️  Speculation':3,'❌ Avoid':4})[s] ?? 5;
-  const sorted = arr => [...(arr ?? [])].sort((a, b) => sigOrd(a.signal) - sigOrd(b.signal));
-
-  const verdictShort = label => {
-    if (!label) return '—';
-    if (label.includes('High Conviction')) return 'Strong';
-    if (label.includes('Speculative'))     return 'Speculative';
-    if (label.includes('BUY'))             return 'Buy';
-    if (label.includes('Efficient'))       return 'Efficient';
-    if (label.includes('Attractive'))      return 'Attractive';
-    if (label.includes('Neutral'))         return 'Hold';
-    if (label.includes('REJECT'))          return 'Reject';
-    if (label.includes('Avoid'))           return 'Avoid';
-    return label.replace(/[🟢🟡🔴]/u, '').trim();
-  };
-
-  const vClass = label =>
-    label?.startsWith('🟢') ? 'green' : label?.startsWith('🟡') ? 'yellow' : 'red';
-
   const getTab = type => activeTab[type] ?? 'inflated';
   const setTab = (type, tab) => activeTab = { ...activeTab, [type]: tab };
 
@@ -98,8 +80,6 @@
   const allAssets = $derived(results
     ? sorted([...results.STOCK, ...results.ETF, ...results.BOND])
     : []);
-
-  const fmtPE = v => v != null ? v + 'x' : '—';
 </script>
 
 <div class="page">
@@ -340,8 +320,8 @@
 
 <!-- ── LLM Analysis Sidebar ─────────────────────────────────────────────── -->
 {#if sidebar.open}
-  <!-- svelte-ignore a11y_click_events_have_key_events a11y_no_static_element_interactions -->
-  <div class="sidebar-backdrop" onclick={closeSidebar}></div>
+  <div class="sidebar-backdrop" role="button" tabindex="-1" aria-label="Close sidebar"
+    onclick={closeSidebar} onkeydown={(e) => e.key === 'Escape' && closeSidebar()}></div>
   <aside class="sidebar">
     <div class="sidebar-header">
       <div class="sidebar-title">

ui/src/routes/portfolio/+page.svelte

@@ -3,6 +3,7 @@
   import MarketContext from '$lib/MarketContext.svelte';
   import Spinner from '$lib/Spinner.svelte';
   import { addHolding, removeHolding } from '$lib/api.js';
+  import { sigOrd, fmt, fmtShort, glClass, advClass } from '$lib/utils.js';
 
   let { data: _data } = $props();  // unused — we load client-side
 
@@ -142,8 +143,6 @@
   let sortCol = $state('ticker');
   let sortDir = $state(1);  // 1 = asc, -1 = desc
 
-  const sigOrd = s => ({'✅ Strong Buy':0,'⚡ Momentum':1,'🔄 Neutral':2,'⚠️  Speculation':3,'❌ Avoid':4})[s] ?? 5;
-
   function toggleSort(col) {
     if (sortCol === col) sortDir = sortDir === 1 ? -1 : 1;
     else { sortCol = col; sortDir = 1; }
@@ -172,23 +171,6 @@
 
   const sortIcon = (col) => sortCol !== col ? '⇅' : sortDir === 1 ? '↑' : '↓';
 
-  const fmt = (n) => n != null
-    ? new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD' }).format(n)
-    : '—';
-
-  const fmtShort = (n) => n != null
-    ? new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD', maximumFractionDigits: 0 }).format(n)
-    : '—';
-
-  const glClass = (pct) => parseFloat(pct) >= 0 ? 'green' : 'red';
-
-  const advClass = (a) => {
-    if (a?.includes('🟢')) return 'green';
-    if (a?.includes('🟡')) return 'yellow';
-    if (a?.includes('🟠')) return 'orange';
-    if (a?.includes('🔴')) return 'red';
-    return 'gray';
-  };
 
   const totalValue = $derived(data?.advice?.reduce((s, a) => s + (parseFloat(a.marketValue) || 0), 0) ?? 0);
   const totalCost  = $derived(data?.advice?.reduce((s, a) => s + (a.costBasis ?? 0) * a.shares, 0) ?? 0);
@@ -221,20 +203,20 @@
         <div class="form-title">Add Holding</div>
         <div class="form-row">
           <div class="field">
-            <label>Ticker</label>
-            <input bind:value={form.ticker} placeholder="AAPL" maxlength="10" style="text-transform:uppercase" />
+            <label for="form-ticker">Ticker</label>
+            <input id="form-ticker" bind:value={form.ticker} placeholder="AAPL" maxlength="10" style="text-transform:uppercase" />
           </div>
           <div class="field">
-            <label>Shares</label>
-            <input bind:value={form.shares} placeholder="10" type="number" min="0" step="any" />
+            <label for="form-shares">Shares</label>
+            <input id="form-shares" bind:value={form.shares} placeholder="10" type="number" min="0" step="any" />
           </div>
           <div class="field">
-            <label>Cost Basis / share</label>
-            <input bind:value={form.costBasis} placeholder="150.00" type="number" min="0" step="any" />
+            <label for="form-cost">Cost Basis / share</label>
+            <input id="form-cost" bind:value={form.costBasis} placeholder="150.00" type="number" min="0" step="any" />
           </div>
           <div class="field">
-            <label>Type</label>
-            <select bind:value={form.type}>
+            <label for="form-type">Type</label>
+            <select id="form-type" bind:value={form.type}>
               <option value="stock">Stock</option>
               <option value="etf">ETF</option>
               <option value="bond">Bond</option>
@@ -242,8 +224,8 @@
             </select>
           </div>
           <div class="field">
-            <label>Source</label>
-            <input bind:value={form.source} placeholder="Robinhood" />
+            <label for="form-source">Source</label>
+            <input id="form-source" bind:value={form.source} placeholder="Robinhood" />
           </div>
           <button class="btn-save" onclick={submitHolding} disabled={saving}>
             {saving ? 'Saving…' : 'Save'}
@@ -569,11 +551,6 @@
     margin-bottom: 14px;
   }
 
-  .field input.readonly {
-    opacity: 0.5;
-    cursor: not-allowed;
-  }
-
   .btn-cancel-edit {
     background: transparent;
     border: 1px solid #2d3f55;

ui/src/routes/safe-buys/+page.svelte

@@ -1,6 +1,7 @@
 <script>
   import MarketContext from '$lib/MarketContext.svelte';
   import SignalBadge from '$lib/SignalBadge.svelte';
+  import { sorted, verdictShort, vClass } from '$lib/utils.js';
 
   let { data } = $props();
 
@@ -14,22 +15,6 @@
   const watchEtfs  = $derived((data.ETF  ?? []).filter(r => r.signal !== SIGNAL_STRONG));
   const watchBonds = $derived((data.BOND ?? []).filter(r => r.signal !== SIGNAL_STRONG));
 
-  const sigOrd = s => ({'✅ Strong Buy':0,'⚡ Momentum':1,'🔄 Neutral':2,'⚠️  Speculation':3,'❌ Avoid':4})[s] ?? 5;
-  const sorted = arr => [...arr].sort((a, b) => sigOrd(a.signal) - sigOrd(b.signal));
-
-  const vClass = label =>
-    label?.startsWith('🟢') ? 'green' : label?.startsWith('🟡') ? 'yellow' : 'red';
-
-  const verdictShort = label => {
-    if (!label) return '—';
-    if (label.includes('Efficient'))  return 'Efficient';
-    if (label.includes('Attractive')) return 'Attractive';
-    if (label.includes('Neutral'))    return 'Hold';
-    if (label.includes('REJECT'))     return 'Reject';
-    if (label.includes('Avoid'))      return 'Avoid';
-    return label.replace(/[🟢🟡🔴]/u, '').trim();
-  };
-
   const totalScreened = $derived((data.ETF?.length ?? 0) + (data.BOND?.length ?? 0));
   const totalStrong   = $derived(strongEtfs.length + strongBonds.length);
 </script>

ui/tsconfig.json

@@ -0,0 +1,8 @@
+{
+  "extends": "./.svelte-kit/tsconfig.json",
+  "compilerOptions": {
+    "strict": true,
+    "allowJs": true,
+    "checkJs": false
+  }
+}