feat: trade mandate (budget + horizon) wired end-to-end

- database.py: add trade_budget_eur / preferred_horizon_min/max config
  defaults and include them in cycle config migrations
- auto_cycle.py: read trade params from config and inject into cycle_meta
- ai_analyzer.py: inject INVESTOR TRADE MANDATE block into scoring and
  suggestion prompts so GPT-4o penalises horizon mismatches and sizes
  within the capital cap
- Config.tsx: Trade Parameters card with budget + horizon sliders and live
  mandate summary
- TradeIdeas.tsx: horizon filter pills (< 1M / 1-3M / 3-6M / > 6M) and
  budget/horizon indicator pulled from saved config
- useApi.ts: extend useUpdateCycleConfig type with new config fields

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
OpenSquared
2026-06-22 17:24:38 +02:00
parent 9b98594c07
commit a68a08d9af
6 changed files with 151 additions and 6 deletions

View File

@@ -2,6 +2,7 @@ import { useState, useMemo, useEffect, Fragment } from 'react'
import {
useAllPatterns, useLastScores, useScorePatterns, useAiStatus,
usePortfolioPositions, useTradeMtm, useRiskProfiles, useMacroRegime, useAddPosition,
useConfig,
} from '../hooks/useApi'
import {
Target, Brain, Plus, RefreshCw, ChevronDown, ChevronUp, CheckCircle2,
@@ -698,8 +699,15 @@ export function TradeIdeasTab() {
const allPatterns: any[] = allPatternsData ?? []
const scoredAt: string | null = lastScoresData?.scored_at ?? null
const { data: configData } = useConfig()
const cs = (configData as any) ?? {}
const tradeBudget: number = cs.trade_budget_eur ?? 5000
const horizonMin: number = cs.preferred_horizon_min ?? 30
const horizonMax: number = cs.preferred_horizon_max ?? 180
const [categoryFilter, setCategoryFilter] = useState('all')
const [thematicFilter, setThematicFilter] = useState('all')
const [horizonFilter, setHorizonFilter] = useState('all')
const [topN, setTopN] = useState(10)
const [viewMode, setViewMode] = useState<'cards' | 'grid'>('grid')
const [toast, setToast] = useState<{ title: string; sub: string } | null>(null)
@@ -754,11 +762,25 @@ export function TradeIdeasTab() {
return map
}, [tradeMtmData])
const HORIZON_BUCKETS = [
{ key: 'all', label: 'All horizons' },
{ key: 'lt30', label: '< 1M', min: 0, max: 29 },
{ key: '1-3m', label: '13M', min: 30, max: 90 },
{ key: '3-6m', label: '36M', min: 91, max: 180 },
{ key: 'gt6m', label: '> 6M', min: 181, max: 9999 },
]
const { topScored, allUnscored } = useMemo(() => {
const filtered = allPatterns.filter(p =>
(categoryFilter === 'all' || p.asset_class === categoryFilter) &&
(thematicFilter === 'all' || p.category === thematicFilter)
)
const bucket = HORIZON_BUCKETS.find(b => b.key === horizonFilter)
const filtered = allPatterns.filter(p => {
if (categoryFilter !== 'all' && p.asset_class !== categoryFilter) return false
if (thematicFilter !== 'all' && p.category !== thematicFilter) return false
if (bucket && bucket.key !== 'all') {
const hd = p.horizon_days ?? 0
if (hd < bucket.min! || hd > bucket.max!) return false
}
return true
})
const scored: TradeItem[] = []
const unscored: TradeItem[] = []
for (const p of filtered) {
@@ -808,7 +830,7 @@ export function TradeIdeasTab() {
scored.sort((a, b) => convScore(b) - convScore(a))
const sliced = topN === 0 ? scored : scored.slice(0, topN)
return { topScored: sliced, allUnscored: unscored }
}, [allPatterns, scoreMap, categoryFilter, thematicFilter, topN])
}, [allPatterns, scoreMap, categoryFilter, thematicFilter, horizonFilter, topN])
const handleAdd = (item: TradeItem) => {
const t = item.trade
@@ -878,6 +900,25 @@ export function TradeIdeasTab() {
</button>
))}
</div>
{/* Horizon filter */}
<div className="flex items-center gap-0.5 bg-dark-700/60 rounded p-0.5 border border-teal-700/30">
{HORIZON_BUCKETS.map(b => (
<button key={b.key} onClick={() => setHorizonFilter(b.key)}
className={clsx('px-2 py-1 rounded text-xs transition-colors', {
'bg-teal-700 text-white': horizonFilter === b.key,
'text-slate-500 hover:text-slate-300': horizonFilter !== b.key,
})}>
{b.label}
</button>
))}
</div>
{/* Budget indicator */}
<div className="flex items-center gap-1.5 text-xs text-slate-400 border border-slate-700/40 rounded px-2 py-1">
<span className="text-slate-500">Budget</span>
<span className="font-semibold text-slate-200">{tradeBudget.toLocaleString()}</span>
<span className="text-slate-600">·</span>
<span className="text-slate-500">{horizonMin}{horizonMax}d</span>
</div>
{/* Top N */}
<div className="flex items-center gap-0.5 bg-dark-700 rounded p-0.5">
{[5, 10, 20, 0].map(n => (