feat: Phase 2 + context log — FRED releases, cycle context snapshot, onglet Contexte IA

Phase 2 — Données macro FRED :
- fred_fetcher.py (nouveau) : 7 séries FRED (CPI, NFP, UNRATE, FEDFUNDS, GDP, ICSA,
  spread 10Y-2Y) avec détection direction bullish/bearish et block prompt formaté
- ai_analyzer.py : param fred_block dans suggest + score, injecté dans les deux prompts
- auto_cycle.py : fetch FRED non-bloquant avant la suggestion

Context log — Snapshot du contexte complet :
- database.py : table cycle_context_snapshots + save/get/list fonctions
- auto_cycle.py : sauvegarde le snapshot (meta, news partitionnées, FRED, tech, IV, quotes)
- cycle.py : GET /api/cycle/contexts + GET /api/cycle/contexts/{run_id}
- useApi.ts : hooks useCycleContextSnapshots + useCycleContextSnapshot
- SystemLogs.tsx : onglet "Contexte IA" avec liste de cycles et visualiseur JSON
  par section (cycle_meta, macro, news, FRED, tech) avec accordéon

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
OpenSquared
2026-06-20 16:51:02 +02:00
parent 50ba75e468
commit 9c0ebbd138
7 changed files with 451 additions and 13 deletions

View File

@@ -174,7 +174,7 @@ def run_cycle_once(trigger: str = "auto") -> Dict[str, Any]:
save_pattern_scores, log_macro_regime, log_geo_alert, log_trade_entries,
add_cycle_run, update_cycle_run, save_reasoning_trace,
get_latest_portfolio_lessons, log_system_event,
get_last_completed_cycle_ts,
get_last_completed_cycle_ts, save_cycle_context_snapshot,
)
from services.data_fetcher import fetch_geo_news, get_all_quotes, get_macro_gauges, score_macro_scenarios
from services.geo_analyzer import compute_geo_risk_score
@@ -370,6 +370,18 @@ def run_cycle_once(trigger: str = "auto") -> Dict[str, Any]:
logger.info(f"[Cycle {run_id[:16]}] Reliability map: {len(_reliability_map)} patterns")
except Exception as _re:
logger.warning(f"[Cycle] Reliability map failed (non-blocking): {_re}")
# ── Phase 2: FRED recent macro releases ──────────────────────────────
_fred_releases = []
_fred_block = ""
try:
from services.fred_fetcher import get_fred_recent_releases, build_fred_context_block
_fred_releases = get_fred_recent_releases()
_fred_block = build_fred_context_block(_fred_releases)
if _fred_releases:
logger.info(f"[Cycle {run_id[:16]}] FRED: {len(_fred_releases)} releases fetched")
except Exception as _fe:
logger.warning(f"[Cycle] FRED fetch failed (non-blocking): {_fe}")
try:
from services.data_fetcher import get_economic_calendar
calendar = get_economic_calendar()
@@ -406,6 +418,34 @@ def run_cycle_once(trigger: str = "auto") -> Dict[str, Any]:
except Exception as _te:
logger.warning(f"[Cycle] Tech indicators failed (non-blocking): {_te}")
# ── Save full context snapshot ─────────────────────────────────
try:
from services.ai_analyzer import apply_news_decay as _apply_decay2, partition_news_by_age as _part
_news_snap = _part(_apply_decay2(news), cycle_meta.get("delta_minutes", 180))
_context_snapshot = {
"cycle_meta": cycle_meta,
"macro_regime": {
"dominant": (macro_regime or {}).get("scenarios", {}).get("dominant"),
"scores": (macro_regime or {}).get("scenarios", {}).get("scores"),
"gauges_summary": {k: v.get("value") for k, v in ((macro_regime or {}).get("gauges", {})).items()},
},
"geo_score": geo_score_obj,
"news_partitioned": {
"inter_cycle": [{"title": n.get("title"), "source": n.get("source"), "decayed_score": n.get("decayed_score"), "age_hours": n.get("age_hours")} for n in _news_snap["inter_cycle"][:10]],
"recent_24h": [{"title": n.get("title"), "source": n.get("source"), "decayed_score": n.get("decayed_score")} for n in _news_snap["recent_24h"][:10]],
"older": [{"title": n.get("title"), "source": n.get("source")} for n in _news_snap["older"][:5]],
},
"fred_releases": _fred_releases,
"tech_indicators_block": _tech_block,
"iv_context_preview": iv_context[:500] if iv_context else "",
"calendar": calendar[:8] if calendar else [],
"quotes_summary": {cls: [{"symbol": q.get("symbol"), "price": q.get("price"), "change_pct": q.get("change_pct")} for q in qs[:3]] for cls, qs in quotes.items()},
}
save_cycle_context_snapshot(run_id, _context_snapshot)
logger.info(f"[Cycle {run_id[:16]}] Context snapshot saved")
except Exception as _snap_e:
logger.warning(f"[Cycle] Context snapshot save failed (non-blocking): {_snap_e}")
suggestions = suggest_patterns_from_market_context(
news, quotes, calendar, macro_regime=macro_regime, geo_score=geo_score_obj,
portfolio_lessons=portfolio_lessons,
@@ -413,6 +453,7 @@ def run_cycle_once(trigger: str = "auto") -> Dict[str, Any]:
iv_context=iv_context,
cycle_meta=cycle_meta,
tech_indicators_block=_tech_block,
fred_block=_fred_block,
)
except Exception as e:
logger.warning(f"[Cycle] Suggestion step failed: {e}")
@@ -537,6 +578,7 @@ def run_cycle_once(trigger: str = "auto") -> Dict[str, Any]:
risk_context=risk_cluster_context,
cycle_meta=cycle_meta,
tech_indicators_block=_tech_block,
fred_block=_fred_block,
)
scored_with_id = [s for s in scored if s.get("pattern_id")]
scored_without_id = [s for s in scored if not s.get("pattern_id")]