feat: regime system — Find Matching + By Regime view
- Pattern Lab: "Find Matching" button per pattern uses GPT-4o-mini to classify against library (merge_as_instance / counter_scenario / new_pattern); shows match badge + confidence + suggested #regime_tag; conditional action buttons (Merge / Save counter / Save new) - save_pattern_from_run handles action='instance' (appends to historical_instances + updates stats), action='counter' (new pattern with counter_of link, tags parent regime_tag), action='new' (unchanged + regime_tag support) - useApi.ts: extended useSaveLabPattern type + new useFindMatchingPattern mutation + MatchResult export type - DB migrations: regime_tag + counter_of columns on custom_patterns - PatternExplorer: new "By Regime" view groups saved patterns by regime_tag; RegimeCard shows historical instances, hit rate, counter-of link (orange); untagged group at bottom Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
OpenSquared
@@ -3,12 +3,14 @@ import {
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useRunPatternLab, useEvaluatePatternLab, useSaveLabPattern,
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usePatternLabRuns, useDeleteLabRun,
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useInstrumentScan, useEvaluateInstrumentScan,
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useFindMatchingPattern, MatchResult,
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validateTicker,
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} from '../hooks/useApi'
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import {
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FlaskConical, Play, CheckCircle2, XCircle, MinusCircle,
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Trash2, Save, RefreshCw, Search, CalendarDays,
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TrendingUp, TrendingDown, Zap, BarChart2, ScanLine, DollarSign,
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GitMerge, Layers, Plus,
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} from 'lucide-react'
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import clsx from 'clsx'
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import { INSTRUMENTS, INSTRUMENT_CATEGORIES } from '../constants/instruments'
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@@ -255,6 +257,7 @@ export default function PatternLab() {
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const { mutate: deleteRun } = useDeleteLabRun()
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const { mutateAsync: runInstScan, isPending: scanning } = useInstrumentScan()
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const { mutateAsync: evaluateInst, isPending: evalInst } = useEvaluateInstrumentScan()
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const { mutateAsync: findMatching } = useFindMatchingPattern()
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const runs: any[] = runsData ?? []
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@@ -283,9 +286,11 @@ export default function PatternLab() {
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const [instSavedIdx, setInstSavedIdx] = useState<Set<number>>(new Set())
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// ── Current run state (events mode)
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const [activeRun, setActiveRun] = useState<any | null>(null)
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const [savedIdx, setSavedIdx] = useState<Set<number>>(new Set())
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const [toast, setToast] = useState<string | null>(null)
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const [activeRun, setActiveRun] = useState<any | null>(null)
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const [savedIdx, setSavedIdx] = useState<Set<number>>(new Set())
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const [toast, setToast] = useState<string | null>(null)
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const [matchResults, setMatchResults] = useState<Record<string, MatchResult>>({})
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const [matchLoading, setMatchLoading] = useState<Record<string, boolean>>({})
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const filteredPresets = useMemo(() => PRESETS.filter(p => {
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if (yearFilter && p.year !== yearFilter) return false
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@@ -338,7 +343,28 @@ export default function PatternLab() {
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}
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}
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const handleSave = async (idx: number) => {
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const matchKey = (idx: number) => `${activeRun?.run_id}-${idx}`
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const handleFindMatching = async (idx: number) => {
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if (!activeRun?.run_id) return
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const key = matchKey(idx)
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setMatchLoading(prev => ({ ...prev, [key]: true }))
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try {
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const result = await findMatching({ run_id: activeRun.run_id, pattern_index: idx })
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setMatchResults(prev => ({ ...prev, [key]: result }))
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} catch (e: any) {
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showToast(`Find matching failed: ${e?.response?.data?.detail ?? e?.message}`)
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} finally {
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setMatchLoading(prev => ({ ...prev, [key]: false }))
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}
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}
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const handleSave = async (
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idx: number,
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action: 'new' | 'instance' | 'counter' = 'new',
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target_id?: string,
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regime_tag?: string,
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) => {
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if (!activeRun?.run_id) return
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const pat = activeRun.ai_result?.patterns?.[idx]
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if (!pat) return
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@@ -349,9 +375,13 @@ export default function PatternLab() {
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name: pat.name,
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category: pat.category,
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signal_direction: pat.signal_direction,
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action,
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target_id,
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regime_tag,
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})
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setSavedIdx(prev => new Set([...prev, idx]))
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showToast(`"${pat.name}" saved to Pattern Library`)
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const actionLabel = action === 'instance' ? 'merged as instance' : action === 'counter' ? 'saved as counter-scenario' : 'saved'
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showToast(`"${pat.name}" ${actionLabel}`)
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} catch (e: any) {
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showToast(`Save failed: ${e?.response?.data?.detail ?? e?.message}`)
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}
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@@ -853,18 +883,65 @@ export default function PatternLab() {
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{out && <OutcomeRow out={out} />}
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</div>
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{/* Save button */}
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<div className="flex-shrink-0">
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{/* Save / Find Matching buttons */}
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<div className="flex-shrink-0 flex flex-col items-end gap-2">
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{isSaved ? (
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<span className="flex items-center gap-1 text-emerald-400 text-xs">
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<CheckCircle2 className="w-3.5 h-3.5" /> Saved
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</span>
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) : (
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<button onClick={() => handleSave(idx)}
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className="flex items-center gap-1.5 border border-slate-600 hover:border-violet-500 hover:text-violet-300 text-slate-400 px-2.5 py-1.5 rounded text-xs transition-colors">
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<Save className="w-3 h-3" /> Save pattern
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</button>
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)}
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) : (() => {
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const key = matchKey(idx)
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const mr = matchResults[key]
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const loading = matchLoading[key]
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if (mr) {
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const isInstance = mr.recommendation === 'merge_as_instance'
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const isCounter = mr.recommendation === 'counter_scenario'
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const badgeColor = isInstance ? 'text-emerald-400 border-emerald-600' : isCounter ? 'text-orange-400 border-orange-600' : 'text-slate-400 border-slate-600'
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return (
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<div className="flex flex-col items-end gap-1.5">
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<div className={`text-[10px] border rounded px-1.5 py-0.5 ${badgeColor}`}>
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{isInstance ? <><GitMerge className="w-3 h-3 inline mr-1" />Match: {mr.match_name} ({mr.confidence}%)</>
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: isCounter ? <><Layers className="w-3 h-3 inline mr-1" />Counter of: {mr.match_name} ({mr.confidence}%)</>
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: <><Plus className="w-3 h-3 inline mr-1" />New pattern</>}
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</div>
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{mr.suggested_regime_tag && (
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<div className="text-[10px] text-violet-400 font-mono">#{mr.suggested_regime_tag}</div>
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)}
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<div className="flex gap-1.5">
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{isInstance && mr.match_id && (
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<button onClick={() => handleSave(idx, 'instance', mr.match_id, mr.suggested_regime_tag)}
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className="flex items-center gap-1 border border-emerald-600 hover:border-emerald-400 text-emerald-400 px-2 py-1 rounded text-[10px] transition-colors">
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<GitMerge className="w-3 h-3" /> Merge
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</button>
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)}
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{isCounter && mr.match_id && (
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<button onClick={() => handleSave(idx, 'counter', mr.match_id, mr.suggested_regime_tag)}
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className="flex items-center gap-1 border border-orange-600 hover:border-orange-400 text-orange-400 px-2 py-1 rounded text-[10px] transition-colors">
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<Layers className="w-3 h-3" /> Save counter
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</button>
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)}
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<button onClick={() => handleSave(idx, 'new', undefined, mr.suggested_regime_tag)}
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className="flex items-center gap-1 border border-slate-600 hover:border-slate-400 text-slate-400 px-2 py-1 rounded text-[10px] transition-colors">
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<Save className="w-3 h-3" /> Save new
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</button>
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</div>
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</div>
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)
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}
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return (
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<div className="flex gap-1.5">
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<button onClick={() => handleFindMatching(idx)} disabled={loading}
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className="flex items-center gap-1.5 border border-violet-700 hover:border-violet-400 text-violet-400 px-2.5 py-1.5 rounded text-xs transition-colors disabled:opacity-50">
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{loading ? <RefreshCw className="w-3 h-3 animate-spin" /> : <GitMerge className="w-3 h-3" />}
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Find matching
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</button>
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<button onClick={() => handleSave(idx)}
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className="flex items-center gap-1.5 border border-slate-600 hover:border-violet-500 hover:text-violet-300 text-slate-400 px-2.5 py-1.5 rounded text-xs transition-colors">
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<Save className="w-3 h-3" /> Save
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</button>
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</div>
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)
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})()}
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</div>
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</div>
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</div>
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