refactor: separate Sentiment and Technical desks — no signal overlap

- Mark 6 price signals (ma_cross, rsi_extreme, bb_squeeze, new_52w_extreme, price_gap, volume_spike) as desk_type=technical so they no longer appear in the Sentiment desk
- Sentiment desk now shows MacroGaugeSelector (32 gauges grouped by bloc: Liquidité, Crédit, Volatilité, Métaux…) instead of the stock/ETF instrument picker
- Sentiment desk instruments seed updated to macro gauge keys (vix, vvix, skew, hyg, dxy, slope_10y3m, gold_copper_ratio)
- Signal init useEffect extended to cover sentiment desk as well as technical

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

backend/routers/ai_desks.py

@@ -19,6 +19,7 @@ SIGNAL_CATALOG: List[Dict[str, Any]] = [
         "id":          "ma_cross",
         "label":       "Croisement de moyennes mobiles",
         "description": "Détecte les croisements bullish/bearish entre deux MAs",
+        "desk_type":   "technical",
         "params": {
             "pairs": {
                 "type": "pairs", "label": "Paires MA",
@@ -31,6 +32,7 @@ SIGNAL_CATALOG: List[Dict[str, Any]] = [
         "id":          "rsi_extreme",
         "label":       "RSI extrême",
         "description": "Signal quand le RSI dépasse les seuils de surachat/survente",
+        "desk_type":   "technical",
         "params": {
             "period":     {"type": "int",   "label": "Période",    "default": 14, "min": 5, "max": 50},
             "oversold":   {"type": "int",   "label": "Survente",   "default": 30, "min": 10, "max": 45},
@@ -41,6 +43,7 @@ SIGNAL_CATALOG: List[Dict[str, Any]] = [
         "id":          "bb_squeeze",
         "label":       "Squeeze Bollinger Bands",
         "description": "Détecte quand les bandes BB se resserrent en dessous d'un seuil",
+        "desk_type":   "technical",
         "params": {
             "period":          {"type": "int",   "label": "Période",  "default": 20, "min": 10, "max": 50},
             "std":             {"type": "float", "label": "Std dev",   "default": 2.0, "min": 1.0, "max": 3.0},
@@ -51,6 +54,7 @@ SIGNAL_CATALOG: List[Dict[str, Any]] = [
         "id":          "new_52w_extreme",
         "label":       "Nouveau 52 semaines extrême",
         "description": "Nouveau plus haut ou plus bas sur 52 semaines (avec buffer)",
+        "desk_type":   "technical",
         "params": {
             "buffer_pct": {"type": "float", "label": "Buffer %", "default": 0.5, "min": 0.0, "max": 5.0},
         },
@@ -59,6 +63,7 @@ SIGNAL_CATALOG: List[Dict[str, Any]] = [
         "id":          "price_gap",
         "label":       "Gap de prix",
         "description": "Gap d'ouverture significatif par rapport à la clôture précédente",
+        "desk_type":   "technical",
         "params": {
             "min_gap_pct": {"type": "float", "label": "Gap min %", "default": 1.5, "min": 0.5, "max": 10.0},
         },
@@ -67,6 +72,7 @@ SIGNAL_CATALOG: List[Dict[str, Any]] = [
         "id":          "volume_spike",
         "label":       "Spike de volume",
         "description": "Volume anormalement élevé par rapport à la moyenne mobile",
+        "desk_type":   "technical",
         "params": {
             "ma_period":     {"type": "int",   "label": "Période MA vol", "default": 20, "min": 5, "max": 50},
             "spike_factor":  {"type": "float", "label": "Facteur spike",  "default": 2.5, "min": 1.5, "max": 10.0},

backend/services/database.py

@@ -1098,7 +1098,7 @@ def init_db():
                 "SKEW > 140 = marché paye cher pour la protection downside. "
                 "Inversion terme structure VIX (front > back) = peur concentrée court terme."
             ),
-            "instruments": json.dumps(["SPY","QQQ","VXX","TLT","HYG","GLD"]),
+            "instruments": json.dumps(["vix","vvix","skew","hyg","dxy","slope_10y3m","gold_copper_ratio"]),
             "config": json.dumps({
                 "lookback_days": 5,
                 "signals": {

frontend/src/pages/AIDesks.tsx

@@ -38,6 +38,54 @@ const ALL_INSTRUMENTS = [
   'VXX','AAPL','NVDA','GS','XOM','BTC-USD',
 ]
 
+// Macro regime gauges from MACRO_GAUGE_CONFIG (backend data_fetcher.py)
+const MACRO_GAUGE_LIST: { id: string; label: string; bloc: string }[] = [
+  // Liquidité / Taux
+  { id: 'dxy',              label: 'Dollar DXY',        bloc: 'Liquidité' },
+  { id: 'us10y',            label: 'UST 10Y',           bloc: 'Liquidité' },
+  { id: 'us3m',             label: 'UST 3M',            bloc: 'Liquidité' },
+  { id: 'tips',             label: 'TIPS ETF',          bloc: 'Liquidité' },
+  { id: 'tlt',              label: 'TLT 20Y+',          bloc: 'Liquidité' },
+  // Crédit
+  { id: 'vix',              label: 'VIX',               bloc: 'Crédit' },
+  { id: 'hyg',              label: 'HYG (HY Bonds)',    bloc: 'Crédit' },
+  { id: 'lqd',              label: 'LQD (IG Bonds)',    bloc: 'Crédit' },
+  { id: 'ief',              label: 'IEF (7-10Y)',       bloc: 'Crédit' },
+  // Énergie
+  { id: 'brent',            label: 'Brent',             bloc: 'Énergie' },
+  { id: 'ng',               label: 'Gaz naturel',       bloc: 'Énergie' },
+  // Métaux
+  { id: 'gold',             label: 'Or',                bloc: 'Métaux' },
+  { id: 'silver',           label: 'Argent',            bloc: 'Métaux' },
+  { id: 'copper',           label: 'Cuivre',            bloc: 'Métaux' },
+  // Croissance
+  { id: 'spx',              label: 'S&P 500',           bloc: 'Croissance' },
+  { id: 'iwm',              label: 'Russell 2000',      bloc: 'Croissance' },
+  { id: 'xli',              label: 'Industriels XLI',   bloc: 'Croissance' },
+  // Secteurs
+  { id: 'xlk',              label: 'Tech XLK',          bloc: 'Secteurs' },
+  { id: 'xlf',              label: 'Financières XLF',   bloc: 'Secteurs' },
+  { id: 'xlp',              label: 'Conso. défensif',   bloc: 'Secteurs' },
+  { id: 'xlu',              label: 'Utilities XLU',     bloc: 'Secteurs' },
+  // Volatilité
+  { id: 'vvix',             label: 'VVIX (vol-of-vol)', bloc: 'Volatilité' },
+  { id: 'skew',             label: 'CBOE SKEW',         bloc: 'Volatilité' },
+  { id: 'ovx',              label: 'OVX (Oil Vol)',      bloc: 'Volatilité' },
+  { id: 'gvz',              label: 'GVZ (Gold Vol)',     bloc: 'Volatilité' },
+  // Global / EM
+  { id: 'eem',              label: 'EM Actions EEM',    bloc: 'Global' },
+  { id: 'emb',              label: 'EM Bonds EMB',      bloc: 'Global' },
+  { id: 'fxi',              label: 'Chine FXI',         bloc: 'Global' },
+  // Forex risk-off
+  { id: 'usdjpy',           label: 'USD/JPY',           bloc: 'Forex' },
+  // Dérivés calculés
+  { id: 'slope_10y3m',      label: 'Slope 10Y-3M',      bloc: 'Dérivés' },
+  { id: 'gold_copper_ratio',label: 'Ratio Or/Cuivre',   bloc: 'Dérivés' },
+  { id: 'spx_vs_200d',      label: 'SPX vs MA 200j',    bloc: 'Dérivés' },
+]
+
+const MACRO_BLOC_ORDER = ['Liquidité','Crédit','Volatilité','Métaux','Énergie','Croissance','Secteurs','Global','Forex','Dérivés']
+
 const TYPE_LABELS: Record<string, string> = {
   news:        'News',
   fundamental: 'Fondamental',
@@ -101,6 +149,58 @@ function InstrumentSelector({
 }
 
 
+function MacroGaugeSelector({
+  selected,
+  onChange,
+}: {
+  selected: string[]
+  onChange: (v: string[]) => void
+}) {
+  const toggle = (id: string) =>
+    onChange(selected.includes(id) ? selected.filter(x => x !== id) : [...selected, id])
+
+  const blocs = MACRO_BLOC_ORDER.filter(b => MACRO_GAUGE_LIST.some(g => g.bloc === b))
+
+  return (
+    <div className="space-y-3">
+      <div className="flex items-center justify-between">
+        <label className="text-xs text-slate-400">Compteurs macro surveillés</label>
+        <button
+          onClick={() => onChange(selected.length === MACRO_GAUGE_LIST.length ? [] : MACRO_GAUGE_LIST.map(g => g.id))}
+          className="text-xs text-rose-400 hover:text-rose-300"
+        >
+          {selected.length === MACRO_GAUGE_LIST.length ? 'Tout désélectionner' : 'Tout sélectionner'}
+        </button>
+      </div>
+      {blocs.map(bloc => {
+        const gauges = MACRO_GAUGE_LIST.filter(g => g.bloc === bloc)
+        return (
+          <div key={bloc}>
+            <div className="text-[10px] text-slate-600 uppercase tracking-wider mb-1">{bloc}</div>
+            <div className="flex flex-wrap gap-1.5">
+              {gauges.map(g => (
+                <button
+                  key={g.id}
+                  onClick={() => toggle(g.id)}
+                  className={clsx(
+                    'px-2 py-0.5 rounded text-xs border transition-colors',
+                    selected.includes(g.id)
+                      ? 'bg-rose-900/40 border-rose-600/60 text-rose-300'
+                      : 'bg-dark-800 border-slate-700/40 text-slate-500 hover:border-slate-600',
+                  )}
+                >
+                  {g.label}
+                </button>
+              ))}
+            </div>
+          </div>
+        )
+      })}
+    </div>
+  )
+}
+
+
 function SignalToggle({
   signal,
   value,
@@ -405,9 +505,9 @@ function DeskEditor({
   const set = (k: keyof AIDesk, v: any) => setD(prev => ({ ...prev, [k]: v }))
   const dirty = JSON.stringify(d) !== JSON.stringify(desk)
 
-  // Ensure signals config is initialized from catalog for technical desks
+  // Ensure signals config is initialized from catalog for technical + sentiment desks
   useEffect(() => {
-    if (d.type !== 'technical' || !catalog.length) return
+    if ((d.type !== 'technical' && d.type !== 'sentiment') || !catalog.length) return
     const signals = d.config.signals ?? {}
     let changed = false
     const next = { ...signals }
@@ -477,11 +577,18 @@ function DeskEditor({
         />
       </div>
 
-      {/* Instruments */}
+      {/* Instruments / Gauges */}
-      <InstrumentSelector
+      {d.type === 'sentiment' ? (
-        selected={d.instruments}
+        <MacroGaugeSelector
-        onChange={v => set('instruments', v)}
+          selected={d.instruments}
-      />
+          onChange={v => set('instruments', v)}
+        />
+      ) : (
+        <InstrumentSelector
+          selected={d.instruments}
+          onChange={v => set('instruments', v)}
+        />
+      )}
 
       {/* Type-specific config */}
       <div>