From 58c3767a9de064c7d31762b66970912f19625a26 Mon Sep 17 00:00:00 2001 From: OpenSquared Date: Fri, 19 Jun 2026 15:49:46 +0200 Subject: [PATCH] feat: simulation portfolio surveillance + patterns grid/filter UI MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Portfolio Monitor (v4.4): - New portfolio_risk.py service: concentration by asset_class, directional conflict detection (same underlying, opposite directions), overweight alerts - AI agent (Step 7b) runs GPT-4o-mini after each cycle log: assessment + prioritized actions + rebalance suggestion, persisted in system_logs - GET /api/journal/portfolio-risk — full risk breakdown + latest AI monitor reco - POST /api/journal/trade-check — pre-entry conflict & concentration check - asset_class column added to trade_entry_prices (auto-migration + populated at INSERT) - Journal: new "Risque Sim." tab with concentration bars, conflict alerts, AI recommendations; red badge on tab when danger alerts exist PatternEditor: - Grid view default (2-3 cols responsive), list toggle - Asset class filter chips (energy/metals/agri/equities/indices/forex/rates) - Sort: Date (default) / Score IA / Prob. - Period filter: Tout / 7j / 30j - Result count badge when filters active Doc: v4.3 → v4.4, updated Journal/PatternEditor/cycle steps/schema/glossary Co-Authored-By: Claude Sonnet 4.6 --- GeoOptions_Documentation_Complete.html | 56 ++++++- backend/routers/journal.py | 35 ++++ backend/services/auto_cycle.py | 76 +++++++++ backend/services/database.py | 13 +- backend/services/portfolio_risk.py | 211 +++++++++++++++++++++++ frontend/src/hooks/useApi.ts | 14 ++ frontend/src/pages/JournalDeBord.tsx | 221 ++++++++++++++++++++++++- frontend/src/pages/PatternEditor.tsx | 161 +++++++++++++++--- 8 files changed, 749 insertions(+), 38 deletions(-) create mode 100644 backend/services/portfolio_risk.py diff --git a/GeoOptions_Documentation_Complete.html b/GeoOptions_Documentation_Complete.html index 8e351c2..9aae0d6 100644 --- a/GeoOptions_Documentation_Complete.html +++ b/GeoOptions_Documentation_Complete.html @@ -3,7 +3,7 @@ -GeoOptions Intelligence — Manuel Complet v4.3 +GeoOptions Intelligence — Manuel Complet v4.4