15 Commits

Author SHA1 Message Date
OpenSquared
8eb9cc1c05 feat: builder strategy 2026-07-19 11:08:17 +02:00
OpenSquared
9904c066b2 feat: instrument analysis 2026-06-30 16:15:39 +02:00
OpenSquared
5e37cd81a2 fix: pass prediction_json and actual_json through to snapshot events
The filtered event dict was built with explicit fields and omitted these two columns,
so the frontend always received null despite the DB having valid data.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-29 23:34:32 +02:00
OpenSquared
5e819b5b67 feat: instrument analysis 2026-06-29 20:44:03 +02:00
OpenSquared
551ebc3ef4 feat: desk ia 2026-06-29 19:50:18 +02:00
OpenSquared
5e65424500 feat: instrument analysis 2026-06-29 00:06:14 +02:00
OpenSquared
3bcecdab09 feat: instrument analysis 2026-06-28 23:43:52 +02:00
OpenSquared
1e44557551 feat:: causal lab 2026-06-28 15:38:19 +02:00
OpenSquared
20f1897211 feat: instrument analysis 2026-06-28 13:52:34 +02:00
OpenSquared
3470205d54 feat: eco calendar bootstrap + driver types + timeline cursor
Backend:
- eco_calendar_bootstrap.py: 75 historical events 2020-2026 (FOMC, NFP,
  CPI, GDP, ISM, BOJ, ECB, BOE) with expected_value/actual_value/
  surprise_pct/unit/absorption_pct fields
- database.py: 5 new columns on market_events (expected_value,
  actual_value, surprise_pct, unit, sub_type) + updated save_market_event
- timeline.py: POST /api/timeline/bootstrap-eco endpoint
- instrument_service.py: _get_relevant_events now returns eco fields
- instruments.json: type field on all 90 drivers across 20 instruments
  (event_calendar | report | geopolitical | fundamental | sentiment | technical)

Frontend (InstrumentDashboard):
- EventTimelineStrip: vertical cursor line tracking crosshair selectedDate
- EventsCard: active-event highlight at hovered date + expected/actual/
  surprise_pct display + absorption progress bar
- DriversPanel: type selector dropdown per driver
- DriverTypeBadge: colored micro-badge on driver labels in strip

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-25 00:07:41 +02:00
OpenSquared
aec9ced74f feat: macro regime + 30 historical events + regime confidence fix
- Add macro_regime (goldilocks/stagflation/recession/etc.) to every instrument snapshot via get_macro_gauges() + score_macro_scenarios()
- RegimeCard now shows global macro cycle section (emoji + label + top-3 scenarios) above technical signals
- Fix _detect_regime() confidence: capped at 85% max; add late-bull (dist_MA200 > 20%) and correction-in-bull (MA50 > MA200 but momentum < -3%) detection so regime no longer locks at 100%
- Add macro_events_bootstrap.py with 30 curated historical events (FOMC 2022-2025, CPI surprises, Ukraine/Hamas/Iran geopolitics, BOJ pivots, Bitcoin ETF, Liberation Day tariffs, SVB crisis, etc.)
- POST /api/timeline/bootstrap-macro endpoint (idempotent, deduplicates by name)
- Fix event date filter in _get_relevant_events(): overlap logic instead of start-only filter — events extending into the chart window are now included
- EventTimelineStrip: add "Signaux Techniques" fallback row for events not matched by any driver keyword (MA crossovers are now always visible)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-24 23:24:24 +02:00
OpenSquared
aa81598278 feat: driver-based timeline strip, regime signal metrics, drivers editor
- instruments.json: add keywords array to every driver across 20 instruments
  (Fed, BCE, BOJ, OPEC, CPI, AI, EIA, etc.) for event-to-driver matching
- instrument_service.py: add update_instrument_drivers() persisting changes to JSON
  and refreshing in-memory cache
- instruments.py: add PUT /api/instruments/{id}/drivers endpoint (DriverUpdate model)
- InstrumentDashboard:
  * RegimeCard: replace regime score bars with 6-metric signal grid
    (MA50/MA200 position, MA50 slope, MA200 slope, momentum 20j, dist MA200, ATR vol ratio)
    with colour-coded values and contextual sub-labels (Golden cross, Surextension, etc.)
  * EventTimelineStrip: rows now keyed by top-4 instrument drivers (by weight)
    instead of LT/MT/CT; events matched via case-insensitive keyword scan against
    title + description + category; fallback dashed line when no events match
  * DriversPanel: inline edit panel (toggle via Drivers button in header);
    edit label, weight, keywords (comma-separated) per driver; add/remove drivers;
    saves via PUT /api/instruments/{id}/drivers; optimistic local state update

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-24 22:48:10 +02:00
OpenSquared
418d03254d feat: InstrumentDashboard — event timeline strip + crosshair date-aware cards
- InstrumentChart: onDateHover callback via subscribeCrosshairMove (useRef pattern)
- EventTimelineStrip: 3 rows LT/MT/CT with CSS-% bars aligned to chart X axis
- Cards date-aware: crosshair drives selectedDate; dateTrend + dateSignals computed
  client-side from lookup maps (priceMap/indMap/sortedDates) without extra API calls
- TrendCard: price, RSI, ATR, slopes, momentum, 52W range all at selected date
- RegimeCard: 5 signals recomputed at selected date; regime label from server
- Date badge above cards; blue tint when browsing history, grey on last date
- instrument_service.py: end_date in events; price_data built before events block

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-24 22:21:04 +02:00
OpenSquared
d47fc8f50d fix: move instruments.json from data/ to config/ — Docker volume was masking /app/data
The docker-compose mounts db_data named volume at /app/data which hid the
instruments.json file baked into the image. Moving to /app/config which is
not volume-overlaid resolves the FileNotFoundError on startup.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-24 21:42:19 +02:00
OpenSquared
537fea8148 feat: Instrument Snapshot Dashboard — 5-layer synchronized view for 20 instruments
- 20 instruments configured (equity indices, metals, energy, bonds, FX, stocks, crypto)
  each with custom drivers, regime labels, MA periods, event keywords, ai_context
- InstrumentChart: TradingView lightweight-charts candlesticks + MA lines + Bollinger
  + volume histogram + macro event markers overlaid on price
- InstrumentDashboard: regime detection card (scores + signals), trend indicators
  (RSI gauge, MA slopes, momentum, 52W range), events card (links to Timeline),
  AI narrative via GPT-4o-mini (cached by day)
- Backend: instrument_service (OHLCV fetch, indicators, regime scoring, GPT narrative)
  + /api/instruments router (3 endpoints)
- Route: /instruments/:id with selector dropdown, period buttons (3M/6M/1Y/2Y/5Y)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-24 21:36:39 +02:00