Files
OpenFin/backend/routers/patterns.py
OpenSquared 10ffc345d6 feat: Pattern Explorer — taxonomy tree + 23 historical patterns + instrument lens
- PatternExplorer.tsx: new page with two views:
    • Tree View — 6-root taxonomy (geopolitical, monetary_policy, economic,
      commodity, risk_off, market_structure) with collapsible sub-nodes;
      pattern cards appear on node selection
    • Instrument Lens — search any ticker (e.g. GLD, FXE) to see every
      pattern + scenario that references it, with matching trades highlighted
- geo_analyzer.py: PATTERN_TAXONOMY tree constant + taxonomy_path on all
  patterns; 15 new documented patterns P009-P023 (BoJ YCC, SVB crisis,
  Taiwan semis, OPEC cuts, Fed pivot, Debt ceiling, Iran nuclear, DPRK,
  VIX backwardation, ECB surprise, Extreme Fear contrarian, S. China Sea,
  European energy, CPI hot print, Flash crash)
- patterns.py: GET /api/patterns/taxonomy, GET /api/patterns/by-instrument
- database.py: taxonomy_path migration + seed_builtin_patterns updates path
- App.tsx: /patterns → PatternExplorer, /patterns/edit → PatternEditor

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-22 16:42:45 +02:00

98 lines
2.9 KiB
Python

from fastapi import APIRouter, HTTPException, Query
from pydantic import BaseModel
from typing import Optional, List, Dict, Any
from services.database import (
save_custom_pattern, get_custom_patterns, delete_custom_pattern, toggle_pattern_active
)
from services.geo_analyzer import PATTERN_TAXONOMY
router = APIRouter(prefix="/api/patterns", tags=["patterns"])
class PatternRequest(BaseModel):
id: Optional[str] = None
name: str
description: str
triggers: List[str]
keywords: List[str]
historical_instances: Optional[List[Dict[str, Any]]] = []
suggested_trades: Optional[List[Dict[str, Any]]] = []
asset_class: str
expected_move_pct: float
probability: float
horizon_days: int
ai_quality_score: Optional[int] = None
ai_evaluation: Optional[Dict[str, Any]] = None
source: Optional[str] = "custom"
counter_thesis: Optional[str] = None
invalidation_trigger: Optional[str] = None
invalidation_probability: Optional[float] = None
@router.get("/all")
def list_all():
"""Return all active patterns from DB (builtin + custom)."""
return get_custom_patterns()
@router.get("/builtin")
def list_builtin():
return [p for p in get_custom_patterns() if p.get("source") == "builtin"]
@router.get("/custom")
def list_custom():
return [p for p in get_custom_patterns() if p.get("source") != "builtin"]
@router.post("/custom")
def create_pattern(req: PatternRequest):
data = req.model_dump()
data["source"] = "custom"
pat_id = save_custom_pattern(data)
return {"id": pat_id, "status": "saved"}
@router.put("/custom/{pat_id}")
def update_pattern(pat_id: str, req: PatternRequest):
data = req.model_dump()
data["id"] = pat_id
save_custom_pattern(data)
return {"id": pat_id, "status": "updated"}
@router.delete("/custom/{pat_id}")
def delete_pattern(pat_id: str):
delete_custom_pattern(pat_id)
return {"status": "deleted"}
@router.put("/toggle/{pat_id}")
def toggle_pattern(pat_id: str):
"""Enable or disable a pattern (works for builtin and custom)."""
new_state = toggle_pattern_active(pat_id)
return {"id": pat_id, "is_active": new_state}
@router.get("/taxonomy")
def get_taxonomy():
"""Return the taxonomy tree + all patterns (frontend builds node→pattern mapping)."""
patterns = get_custom_patterns()
return {"tree": PATTERN_TAXONOMY, "patterns": patterns}
@router.get("/by-instrument")
def get_by_instrument(ticker: str = Query(..., description="Ticker / underlying to search")):
"""Return all patterns that have a suggested_trade matching the given ticker."""
ticker_lower = ticker.strip().lower()
result = []
for p in get_custom_patterns():
trades = p.get("suggested_trades") or []
matching = [
t for t in trades
if ticker_lower in (t.get("underlying") or "").lower()
]
if matching:
result.append({**p, "matching_trades": matching})
return result