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Prevent unsafe defaults in the Investor Signals recipe - #2

Merged
jliounis merged 1 commit into
jliounis:add-investor-signals-recipefrom
georgeatparallel:agent/fix-pr53-high-priority-followups
Jul 18, 2026
Merged

Prevent unsafe defaults in the Investor Signals recipe#2
jliounis merged 1 commit into
jliounis:add-investor-signals-recipefrom
georgeatparallel:agent/fix-pr53-high-priority-followups

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@georgeatparallel

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Why I think these changes should land

These three cases can cause real harm even when the happy path works:

  • A fresh checkout silently used the sample fund list. Running the monitor setup could therefore create paid monitors for funds the user never chose.
  • CSV downloads put the shared demo passphrase in the URL, where it could appear in browser history and request logs.
  • When a company had no domain, the Attio lookup used a name substring and trusted the first result. That could attach the wrong CRM record and change the signal's priority.

What changed

  • Monitor creation and the initial sweep now stop with a clear setup message until the user provides a real watchlist. Other commands such as list and cancel still work.
  • CSV exports now use the existing authenticated request header and download the response in the browser. Query-string authentication is no longer accepted.
  • Attio matching now requires a domain. If there is no reliable identity, the recipe reports the CRM check as unavailable instead of guessing.

Validation

  • 61 backend tests passed
  • 10 frontend tests passed
  • Ruff passed
  • TypeScript and Vite production build passed
  • pip check passed
  • git diff --check passed

Stacked on parallel-web#53 at ed6fa29.

@georgeatparallel
georgeatparallel marked this pull request as ready for review July 18, 2026 02:08
@jliounis
jliounis merged commit 0790a38 into jliounis:add-investor-signals-recipe Jul 18, 2026
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2 participants