From 2f9d067a944a0766a81f901e5de5e7cbc916e41a Mon Sep 17 00:00:00 2001
From: OpenSquared <opensquaredgeneva@gmail.com>
Date: Tue, 23 Jun 2026 10:13:40 +0200
Subject: [PATCH] =?UTF-8?q?fix:=20InstitutionalReports=20=E2=80=94=20signa?=
 =?UTF-8?q?l-aware=20category=20filter=20+=20Agri/Crypto/Bonds/Indices=20p?=
 =?UTF-8?q?ills=20+=20Specialist=20Desks=20link?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

- Backend: category filter now ORs signal column so multi-category reports (category='multi') appear when filtering by Forex/Energy/Metals/Indices — fixes blank results
- Frontend: category pills expanded to match desk taxonomy (agri, crypto, bonds, indices added; equities kept for compatibility)
- Frontend: banner pointing to /specialist-desks clarifies the split between auto-fetched reports and manual desk report scheduling

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---
 backend/routers/institutional.py            | 14 ++++++-
 frontend/src/pages/InstitutionalReports.tsx | 41 ++++++++++++++++++---
 2 files changed, 48 insertions(+), 7 deletions(-)

diff --git a/backend/routers/institutional.py b/backend/routers/institutional.py
index 2ea349a..a8fcd16 100644
--- a/backend/routers/institutional.py
+++ b/backend/routers/institutional.py
@@ -114,7 +114,19 @@ def list_reports(
             conditions.append("report_type = ?")
             params.append(report_type)
         if category:
-            conditions.append("category = ?")
+            # For categories that map to a signal column, also match reports
+            # where that signal is non-neutral (most reports have category='multi')
+            _signal_col = {
+                'forex':    'signal_forex',
+                'energy':   'signal_energy',
+                'metals':   'signal_metals',
+                'equities': 'signal_indices',
+                'indices':  'signal_indices',
+            }.get(category)
+            if _signal_col:
+                conditions.append(f"(category = ? OR {_signal_col} != 'neutral')")
+            else:
+                conditions.append("category = ?")
             params.append(category)
         if importance:
             conditions.append("importance >= ?")
diff --git a/frontend/src/pages/InstitutionalReports.tsx b/frontend/src/pages/InstitutionalReports.tsx
index 5ac3b2f..b8dac77 100644
--- a/frontend/src/pages/InstitutionalReports.tsx
+++ b/frontend/src/pages/InstitutionalReports.tsx
@@ -1,7 +1,8 @@
 import { useState } from 'react'
+import { Link } from 'react-router-dom'
 import { useInstitutionalReports, useInstitutionalStats, useRefreshInstitutionalReports } from '../hooks/useApi'
 import { useQueryClient } from '@tanstack/react-query'
-import { RefreshCw, TrendingUp, TrendingDown, Minus, AlertTriangle, Star, CheckCircle, Clock } from 'lucide-react'
+import { RefreshCw, TrendingUp, TrendingDown, Minus, AlertTriangle, Star, CheckCircle, Clock, Users, ExternalLink } from 'lucide-react'
 import clsx from 'clsx'
 import { format } from 'date-fns'
 
@@ -285,6 +286,21 @@ export default function InstitutionalReports() {
         </div>
       )}
 
+      {/* Specialist Desks link */}
+      <div className="flex items-center gap-3 bg-indigo-900/20 border border-indigo-700/40 rounded-lg px-4 py-2.5 text-xs text-indigo-300">
+        <Users className="w-3.5 h-3.5 shrink-0 text-indigo-400" />
+        <span className="flex-1">
+          Ces rapports sont <strong>analysés automatiquement</strong> (fetch + scoring IA). Pour gérer le <strong>calendrier des rapports par desk</strong> — ajouter un rapport custom (ex. broyage cacao), planifier les prochaines dates, lier à un desk specialist —
+        </span>
+        <Link
+          to="/specialist-desks"
+          className="flex items-center gap-1 bg-indigo-700/40 hover:bg-indigo-600/50 border border-indigo-600/50 rounded px-2.5 py-1 font-medium text-indigo-200 transition-colors shrink-0"
+        >
+          <ExternalLink className="w-3 h-3" />
+          Specialist Desks
+        </Link>
+      </div>
+
       {/* Filters */}
       <div className="flex flex-wrap gap-3 bg-dark-800 border border-slate-700/40 rounded-lg p-3">
         <div className="flex items-center gap-2 flex-wrap">
@@ -310,18 +326,31 @@ export default function InstitutionalReports() {
         <div className="flex items-center gap-2 flex-wrap">
           <span className="text-xs text-slate-500">Category:</span>
           <div className="flex flex-wrap gap-1">
-            {['', 'energy', 'metals', 'equities', 'forex', 'volatility', 'macro', 'sentiment', 'multi'].map(c => (
+            {([
+              { v: '',          label: 'All'      },
+              { v: 'energy',    label: 'Energy'   },
+              { v: 'metals',    label: 'Metals'   },
+              { v: 'agri',      label: 'Agri'     },
+              { v: 'equities',  label: 'Equities' },
+              { v: 'forex',     label: 'Forex'    },
+              { v: 'crypto',    label: 'Crypto'   },
+              { v: 'bonds',     label: 'Bonds'    },
+              { v: 'volatility',label: 'Volatility'},
+              { v: 'macro',     label: 'Macro'    },
+              { v: 'sentiment', label: 'Sentiment'},
+              { v: 'multi',     label: 'Multi'    },
+            ]).map(({ v, label }) => (
               <button
-                key={c}
-                onClick={() => setFilterCategory(c)}
+                key={v}
+                onClick={() => setFilterCategory(v)}
                 className={clsx(
                   'px-2.5 py-1 rounded text-xs font-medium border transition-colors',
-                  filterCategory === c
+                  filterCategory === v
                     ? 'bg-blue-600 text-white border-blue-500'
                     : 'bg-dark-700 text-slate-400 border-slate-700/40 hover:border-slate-600'
                 )}
               >
-                {c === '' ? 'All' : c.charAt(0).toUpperCase() + c.slice(1)}
+                {label}
               </button>
             ))}
           </div>