diff --git a/backend/routers/knowledge.py b/backend/routers/knowledge.py index e31ae14..b8873a8 100644 --- a/backend/routers/knowledge.py +++ b/backend/routers/knowledge.py @@ -7,7 +7,7 @@ import os from services.database import ( get_kb_entries, get_all_kb_entries, save_kb_entry, update_kb_entry_status, get_latest_reasoning_state, get_reasoning_history, get_reasoning_state_by_id, - save_reasoning_state, list_ai_reports, get_mtm_trades_with_traces, + save_reasoning_state, list_ai_reports, get_mtm_trades_with_traces, _trade_maturity, ) router = APIRouter(prefix="/api/knowledge", tags=["knowledge"]) @@ -15,6 +15,7 @@ router = APIRouter(prefix="/api/knowledge", tags=["knowledge"]) def _build_synthesis_prompt(reports: List[Dict], trades: List[Dict], kb_entries: List[Dict]): """Build the GPT-4o synthesis prompt from all accumulated data.""" + from datetime import date as _date now_str = __import__("datetime").datetime.utcnow().strftime("%Y-%m-%d %H:%M") # Portfolio reports summary @@ -22,39 +23,61 @@ def _build_synthesis_prompt(reports: List[Dict], trades: List[Dict], kb_entries: for r in reports[:10]: rpt = r.get("report") or {} stats = r.get("stats") or {} - date = r.get("created_at", "")[:16] + date_str = r.get("created_at", "")[:16] headline = rpt.get("headline", "") - winners = rpt.get("winners_analysis", "") - losers = rpt.get("losers_analysis", "") + winners_a = rpt.get("winners_analysis", "") + losers_a = rpt.get("losers_analysis", "") lessons = rpt.get("key_lessons", []) blind = rpt.get("blind_spots", "") next_p = rpt.get("next_cycle_priorities", "") + timing = rpt.get("timing_note", "") lessons_str = " | ".join(lessons) if isinstance(lessons, list) else str(lessons) reports_block += f""" ---- Rapport du {date} --- +--- Rapport du {date_str} --- Headline: {headline} Stats: {stats} -Gagnants: {winners[:300]} -Perdants: {losers[:300]} +Gagnants (matures): {winners_a[:300]} +Perdants (matures): {losers_a[:300]} Leçons clés: {lessons_str[:400]} Angles morts: {blind[:200]} Priorités cycle suivant: {next_p[:200]} +Note timing: {timing[:150]} """ - # Trade history - winners = [t for t in trades if (t.get("pnl_pct") or 0) > 0.5] - losers = [t for t in trades if (t.get("pnl_pct") or 0) < -0.5] - neutral = [t for t in trades if t not in winners and t not in losers] + # Classify trades by maturity — only draw P&L conclusions from matures + def _enrich(t: dict) -> dict: + try: + dh = (_date.today() - _date.fromisoformat(t["entry_date"])).days + except Exception: + dh = 0 + mat = _trade_maturity(dh, t.get("horizon_days") or 90) + return {**t, "days_held": dh, "maturity": mat} + + enriched = [_enrich(t) for t in trades] + matures = [t for t in enriched if t["maturity"]["status"] in ("mature", "fin_horizon") and t.get("pnl_pct") is not None] + immatures = [t for t in enriched if t["maturity"]["status"] in ("trop_tot", "debut")] + + mature_winners = [t for t in matures if (t.get("pnl_pct") or 0) > 0.5] + mature_losers = [t for t in matures if (t.get("pnl_pct") or 0) < -0.5] + mature_neutral = [t for t in matures if t not in mature_winners and t not in mature_losers] def trade_line(t): + mat = t.get("maturity", {}) return (f"{t.get('underlying','?')} {t.get('strategy','?')} " - f"P&L={t.get('pnl_pct',0):.2f}% score={t.get('latest_score','?')} " - f"regime={t.get('macro_regime','?')}") + f"P&L={t.get('pnl_pct',0):+.1f}% score={t.get('latest_score','?')} " + f"regime={t.get('macro_regime','?')} [{mat.get('readable','')}]") trades_block = f""" -Gagnants ({len(winners)}): {' | '.join(trade_line(t) for t in winners[:8])} -Perdants ({len(losers)}): {' | '.join(trade_line(t) for t in losers[:8])} -Neutres ({len(neutral)}): {len(neutral)} trades sans signal fort +⚠️ ATTENTION TIMING : nos options durent 30-90 jours. Seuls les trades MATURES (≥35% horizon écoulé) ont un signal P&L fiable. + +MATURES — signal fiable ({len(matures)} trades) : + Gagnants ({len(mature_winners)}): {' | '.join(trade_line(t) for t in mature_winners[:8]) or 'aucun'} + Perdants ({len(mature_losers)}): {' | '.join(trade_line(t) for t in mature_losers[:8]) or 'aucun'} + Neutres ({len(mature_neutral)}): {len(mature_neutral)} trades sans signal fort + +IMMATURES — trop tôt pour conclure ({len(immatures)} trades) : + {' | '.join(trade_line(t) for t in immatures[:6]) or 'aucun'} + → Ces trades sont listés pour transparence uniquement. Ne pas en tirer de conclusions de performance. """ # Existing KB @@ -72,6 +95,13 @@ Neutres ({len(neutral)}): {len(neutral)} trades sans signal fort system = """Tu es l'intelligence analytique centrale d'un système de trading d'options géopolitiques. Tu dois synthétiser TOUT l'historique disponible pour produire un document de raisonnement évolutif. Ce document sera utilisé comme contexte enrichi pour tous les prochains cycles d'analyse. + +⚠️ RÈGLE FONDAMENTALE DE TIMING : +Nos trades sont des options de 30 à 90 jours. Un trade ajouté il y a 2 heures ne dit RIEN sur sa performance finale. +Tu NE DOIS PAS réviser les conclusions existantes à cause de trades immatures (< 35% de l'horizon écoulé). +Tire des leçons UNIQUEMENT des trades MATURES. Les trades immatures sont listés pour transparence, pas pour analyse. +Si la synthèse précédente était basée sur des trades matures solides, ne la remets pas en cause à cause de nouveaux trades immatures. + Réponds UNIQUEMENT en JSON valide selon le schéma spécifié.""" user = f"""Date: {now_str} @@ -79,14 +109,15 @@ Réponds UNIQUEMENT en JSON valide selon le schéma spécifié.""" === HISTORIQUE DES RAPPORTS DE PERFORMANCE ({len(reports)} rapports) === {reports_block} -=== HISTORIQUE DES TRADES ({len(trades)} trades) === +=== HISTORIQUE DES TRADES ({len(trades)} trades total — {len(matures)} matures, {len(immatures)} immatures) === {trades_block} === BASE DE CONNAISSANCES EXISTANTE === {kb_block if kb_block else "Aucune entrée existante — première synthèse."} === MISSION === -Produis un JSON avec ces champs: +Produis un JSON avec ces champs. +IMPORTANT : si peu de trades matures sont disponibles, conserve les insights existants de la KB avec une confiance stable plutôt que de tout remettre à zéro. {{ "narrative": "Un texte narratif riche (500-800 mots) qui décrit l'état actuel du raisonnement du système, les patterns qui fonctionnent, les erreurs récurrentes, les corrélations géopolitiques/macro identifiées, les régimes qui favorisent nos stratégies, et les priorités d'amélioration. C'est le 'cerveau' du système.", @@ -187,12 +218,36 @@ def patch_entry_status(entry_id: int, body: Dict[str, str]): @router.post("/synthesize") -async def synthesize(): - """Run GPT-4o synthesis over all historical data and save new reasoning state.""" +async def synthesize(force: bool = False): + """Run GPT-4o synthesis over all historical data and save new reasoning state. + + By default, skips if last synthesis was < 6h ago (use ?force=true to override). + """ ai_key = os.environ.get("OPENAI_API_KEY", "") if not ai_key: raise HTTPException(400, "OpenAI API key not configured") + # 6h staleness gate (unless force=true) + if not force: + last = get_latest_reasoning_state() + if last and last.get("created_at"): + import datetime as _dt + try: + last_ts = _dt.datetime.fromisoformat(last["created_at"].replace("Z", "+00:00")) + if last_ts.tzinfo is None: + last_ts = last_ts.replace(tzinfo=_dt.timezone.utc) + age_h = (_dt.datetime.now(_dt.timezone.utc) - last_ts).total_seconds() / 3600 + if age_h < 6: + return { + "skipped": True, + "reason": f"Dernière synthèse il y a {age_h:.1f}h (< 6h). Utilise ?force=true pour forcer.", + "last_version": last.get("version"), + "last_at": last.get("created_at"), + "age_hours": round(age_h, 1), + } + except Exception: + pass + import openai client = openai.OpenAI(api_key=ai_key) diff --git a/frontend/src/hooks/useApi.ts b/frontend/src/hooks/useApi.ts index 638edb0..c709188 100644 --- a/frontend/src/hooks/useApi.ts +++ b/frontend/src/hooks/useApi.ts @@ -526,11 +526,14 @@ export const useKnowledgeEntries = () => export const useSynthesizeKnowledge = () => { const qc = useQueryClient() return useMutation({ - mutationFn: () => api.post('/knowledge/synthesize').then(r => r.data), - onSuccess: () => { - qc.invalidateQueries({ queryKey: ['knowledge-state'] }) - qc.invalidateQueries({ queryKey: ['knowledge-history'] }) - qc.invalidateQueries({ queryKey: ['knowledge-entries'] }) + mutationFn: (force: boolean = false) => + api.post(`/knowledge/synthesize${force ? '?force=true' : ''}`).then(r => r.data), + onSuccess: (_data) => { + if (!_data?.skipped) { + qc.invalidateQueries({ queryKey: ['knowledge-state'] }) + qc.invalidateQueries({ queryKey: ['knowledge-history'] }) + qc.invalidateQueries({ queryKey: ['knowledge-entries'] }) + } }, }) } diff --git a/frontend/src/pages/SuperContexte.tsx b/frontend/src/pages/SuperContexte.tsx index 1c09f03..34980f3 100644 --- a/frontend/src/pages/SuperContexte.tsx +++ b/frontend/src/pages/SuperContexte.tsx @@ -187,9 +187,14 @@ export default function SuperContexte() { const byCategory = entriesData?.by_category || {} const totalEntries = entriesData?.total || 0 - const handleSynthesize = () => { - synthesize.mutate(undefined, { - onSuccess: () => setSelectedHistoryId(null), + const synthResult = synthesize.data as any + const isSkipped = synthResult?.skipped === true + + const handleSynthesize = (force = false) => { + synthesize.mutate(force, { + onSuccess: (data: any) => { + if (!data?.skipped) setSelectedHistoryId(null) + }, }) } @@ -223,7 +228,7 @@ export default function SuperContexte() { + + + + )} + + {synthesize.isSuccess && !isSkipped && (
Synthèse complète. - {(synthesize.data as any)?.kb_entries_added ?? 0} entrées KB ajoutées ·{' '} - {(synthesize.data as any)?.sources?.reports ?? 0} rapports ·{' '} - {(synthesize.data as any)?.sources?.trades ?? 0} trades analysés. + {synthResult?.kb_entries_added ?? 0} entrées KB ajoutées ·{' '} + {synthResult?.sources?.reports ?? 0} rapports ·{' '} + {synthResult?.sources?.trades ?? 0} trades analysés.