2 Commits

Author	SHA1	Message	Date
OpenSquared	8f15dff721	fix: sim portfolio asset_class fallback + consolidate risk into Risk Dashboard ... - portfolio_risk.py: add _infer_asset_class() with ticker→asset_class map covering energy/metals/agri/indices/forex/rates futures, ETFs, forex pairs, exchange prefixes (NSE:). Fallback applied when JOIN finds no match (orphaned pattern_id after re-seed). Fixes "unknown 100%" shown in screenshot. - RiskDashboard.tsx: add Portefeuille Réel / Simulé toggle at top. New SimRiskPanel component with KPI row + concentration bars + conflict cards + AI recommendations — all visible inline in Risk Dashboard. Red badge on Simulé tab when danger alerts exist. - JournalDeBord.tsx: remove standalone Risque Sim. tab (moved to Risk Dashboard). Replace with a red banner in summary cards when conflicts are detected, pointing user to Risk Dashboard → Simulé. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-06-19 18:26:10 +02:00
OpenSquared	58c3767a9d	feat: simulation portfolio surveillance + patterns grid/filter UI ... 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 <noreply@anthropic.com>	2026-06-19 15:49:46 +02:00