Files
OpenFin/frontend/src/pages/InstitutionalReports.tsx
OpenSquared 2f9d067a94 fix: InstitutionalReports — signal-aware category filter + Agri/Crypto/Bonds/Indices pills + Specialist Desks link
- Backend: category filter now ORs signal column so multi-category reports (category='multi') appear when filtering by Forex/Energy/Metals/Indices — fixes blank results
- Frontend: category pills expanded to match desk taxonomy (agri, crypto, bonds, indices added; equities kept for compatibility)
- Frontend: banner pointing to /specialist-desks clarifies the split between auto-fetched reports and manual desk report scheduling

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-23 10:13:40 +02:00

419 lines
18 KiB
TypeScript

import { useState } from 'react'
import { Link } from 'react-router-dom'
import { useInstitutionalReports, useInstitutionalStats, useRefreshInstitutionalReports } from '../hooks/useApi'
import { useQueryClient } from '@tanstack/react-query'
import { RefreshCw, TrendingUp, TrendingDown, Minus, AlertTriangle, Star, CheckCircle, Clock, Users, ExternalLink } from 'lucide-react'
import clsx from 'clsx'
import { format } from 'date-fns'
interface InstitutionalReport {
id: number
report_type: string
report_date: string
fetch_date: string
title: string
source: string
importance: number
category: string
key_points: string[]
trading_implications: string
signal_energy: string
signal_metals: string
signal_indices: string
signal_forex: string
ai_summary: string
absorbed_score: number | null
injected_in_cycle_id: string | null
}
const SIGNAL_CONFIG: Record<string, { label: string; color: string; icon: React.ReactNode }> = {
bullish: { label: 'Bullish', color: 'text-emerald-400 bg-emerald-900/30 border-emerald-700/40', icon: <TrendingUp className="w-3 h-3" /> },
bearish: { label: 'Bearish', color: 'text-red-400 bg-red-900/30 border-red-700/40', icon: <TrendingDown className="w-3 h-3" /> },
neutral: { label: 'Neutral', color: 'text-slate-400 bg-slate-800/50 border-slate-700/40', icon: <Minus className="w-3 h-3" /> },
}
const ASSET_CLASSES = ['energy', 'metals', 'indices', 'forex'] as const
function SignalBadge({ signal, label }: { signal: string; label: string }) {
const cfg = SIGNAL_CONFIG[signal] ?? SIGNAL_CONFIG.neutral
return (
<span className={clsx('inline-flex items-center gap-1 px-1.5 py-0.5 rounded border text-xs font-medium', cfg.color)}>
{cfg.icon}
<span className="text-slate-400 mr-0.5">{label}:</span>
{cfg.label}
</span>
)
}
function ImportanceStars({ n }: { n: number }) {
return (
<span className="flex items-center gap-0.5">
{[1, 2, 3].map(i => (
<Star
key={i}
className={clsx('w-3 h-3', i <= n ? 'text-amber-400 fill-amber-400' : 'text-slate-700')}
/>
))}
</span>
)
}
function AbsorptionBadge({ score }: { score: number | null }) {
if (score === null || score === undefined) {
return (
<span className="inline-flex items-center gap-1 px-1.5 py-0.5 rounded border border-slate-700/40 bg-slate-800/50 text-slate-500 text-xs">
<Clock className="w-3 h-3" />
Not absorbed
</span>
)
}
const pct = Math.round(score * 100)
const isAbsorbed = pct >= 30
return (
<span className={clsx(
'inline-flex items-center gap-1 px-1.5 py-0.5 rounded border text-xs font-medium',
isAbsorbed
? 'text-blue-400 bg-blue-900/30 border-blue-700/40'
: 'text-slate-500 bg-slate-800/50 border-slate-700/40'
)}>
<CheckCircle className="w-3 h-3" />
{isAbsorbed ? `Absorbed ${pct}%` : `Low ${pct}%`}
</span>
)
}
const TYPE_COLORS: Record<string, string> = {
cot: 'bg-purple-900/30 text-purple-300 border-purple-700/40',
eia: 'bg-orange-900/30 text-orange-300 border-orange-700/40',
earnings: 'bg-blue-900/30 text-blue-300 border-blue-700/40',
vx_curve: 'bg-rose-900/30 text-rose-300 border-rose-700/40',
central_bank: 'bg-cyan-900/30 text-cyan-300 border-cyan-700/40',
sentiment: 'bg-yellow-900/30 text-yellow-300 border-yellow-700/40',
}
const TYPE_LABELS: Record<string, string> = {
cot: 'COT',
eia: 'EIA',
earnings: 'Earnings',
vx_curve: 'VX Curve',
central_bank: 'Central Banks',
sentiment: 'Sentiment',
}
function ReportCard({ report }: { report: InstitutionalReport }) {
const [expanded, setExpanded] = useState(false)
const typeColor = TYPE_COLORS[report.report_type] ?? 'bg-slate-800 text-slate-400 border-slate-700/40'
return (
<div className="bg-dark-800 border border-slate-700/40 rounded-lg overflow-hidden hover:border-slate-600/60 transition-colors">
{/* Header */}
<div className="p-4 flex items-start justify-between gap-3">
<div className="flex-1 min-w-0">
<div className="flex items-center gap-2 flex-wrap mb-1.5">
<span className={clsx('px-2 py-0.5 rounded border text-xs font-bold uppercase tracking-wider', typeColor)}>
{TYPE_LABELS[report.report_type] ?? report.report_type}
</span>
<ImportanceStars n={report.importance} />
<span className="text-slate-500 text-xs">
{report.report_date}
</span>
<AbsorptionBadge score={report.absorbed_score} />
</div>
<div className="text-white font-medium text-sm truncate">{report.title}</div>
<div className="text-slate-500 text-xs mt-0.5">{report.source}</div>
</div>
<button
onClick={() => setExpanded(e => !e)}
className="text-xs text-slate-400 hover:text-white shrink-0 border border-slate-700/40 rounded px-2 py-1"
>
{expanded ? 'Collapse' : 'Expand'}
</button>
</div>
{/* Signal badges row */}
<div className="px-4 pb-3 flex flex-wrap gap-1.5">
<SignalBadge signal={report.signal_energy} label="Energy" />
<SignalBadge signal={report.signal_metals} label="Metals" />
<SignalBadge signal={report.signal_indices} label="Indices" />
<SignalBadge signal={report.signal_forex} label="Forex" />
</div>
{/* Key points preview (always visible) */}
{report.key_points?.length > 0 && (
<div className="px-4 pb-3">
<ul className="space-y-1">
{(expanded ? report.key_points : report.key_points.slice(0, 3)).map((kp, i) => {
const isExtreme = kp.includes('EXTREME')
return (
<li key={i} className={clsx(
'text-xs flex items-start gap-1.5',
isExtreme ? 'text-amber-300' : 'text-slate-300'
)}>
{isExtreme
? <AlertTriangle className="w-3 h-3 text-amber-400 shrink-0 mt-0.5" />
: <span className="w-3 text-center text-slate-600 shrink-0"></span>
}
{kp}
</li>
)
})}
{!expanded && report.key_points.length > 3 && (
<li className="text-xs text-slate-600">+{report.key_points.length - 3} more</li>
)}
</ul>
</div>
)}
{/* Expanded: trading implications + AI summary */}
{expanded && (
<div className="border-t border-slate-700/40 p-4 space-y-3">
{report.trading_implications && (
<div>
<div className="text-xs font-semibold text-slate-400 uppercase tracking-wider mb-1.5">
Trading Implications
</div>
<div className="bg-amber-900/10 border border-amber-700/30 rounded p-2.5">
{report.trading_implications.split(' | ').map((impl, i) => (
<p key={i} className="text-xs text-amber-200 leading-relaxed">{impl}</p>
))}
</div>
</div>
)}
{report.ai_summary && (
<div>
<div className="text-xs font-semibold text-slate-400 uppercase tracking-wider mb-1.5">
AI Summary
</div>
<p className="text-xs text-slate-400 leading-relaxed">{report.ai_summary}</p>
</div>
)}
{report.injected_in_cycle_id && (
<div className="text-xs text-slate-600">
Injected in cycle: <span className="font-mono">{report.injected_in_cycle_id.slice(0, 16)}</span>
</div>
)}
</div>
)}
</div>
)
}
export default function InstitutionalReports() {
const qc = useQueryClient()
const [filterType, setFilterType] = useState<string>('')
const [filterCategory, setFilterCategory] = useState<string>('')
const [filterImportance, setFilterImportance] = useState<number>(0)
const [filterDays, setFilterDays] = useState<number>(90)
const params = {
...(filterType ? { report_type: filterType } : {}),
...(filterCategory ? { category: filterCategory } : {}),
...(filterImportance ? { importance: filterImportance } : {}),
days: filterDays,
}
const { data: reports = [], isLoading, isFetching } = useInstitutionalReports(params)
const { data: stats } = useInstitutionalStats()
const refresh = useRefreshInstitutionalReports()
const handleRefresh = (type?: string) => {
refresh.mutate(type, {
onSuccess: () => {
qc.invalidateQueries({ queryKey: ['institutional-reports'] })
qc.invalidateQueries({ queryKey: ['institutional-stats'] })
},
})
}
return (
<div className="p-6 space-y-6">
{/* Header */}
<div className="flex items-start justify-between gap-4">
<div>
<h1 className="text-xl font-bold text-white">Institutional Reports</h1>
<p className="text-slate-400 text-sm mt-0.5">
COT · EIA · Earnings · VX Curve · Central Banks · Sentiment scheduled daily/weekly
</p>
</div>
<div className="flex flex-wrap gap-1.5">
{([
{ type: 'cot', label: 'COT', cls: 'bg-purple-900/40 text-purple-300 border-purple-700/40 hover:bg-purple-800/50' },
{ type: 'eia', label: 'EIA', cls: 'bg-orange-900/40 text-orange-300 border-orange-700/40 hover:bg-orange-800/50' },
{ type: 'earnings', label: 'Earn.', cls: 'bg-blue-900/40 text-blue-300 border-blue-700/40 hover:bg-blue-800/50' },
{ type: 'vx_curve', label: 'VX', cls: 'bg-rose-900/40 text-rose-300 border-rose-700/40 hover:bg-rose-800/50' },
{ type: 'central_bank', label: 'CB RSS', cls: 'bg-cyan-900/40 text-cyan-300 border-cyan-700/40 hover:bg-cyan-800/50' },
{ type: 'sentiment', label: 'Senti.', cls: 'bg-yellow-900/40 text-yellow-300 border-yellow-700/40 hover:bg-yellow-800/50' },
] as const).map(({ type, label, cls }) => (
<button
key={type}
onClick={() => handleRefresh(type)}
disabled={refresh.isPending}
className={clsx('flex items-center gap-1 px-2.5 py-1.5 text-xs border rounded disabled:opacity-50', cls)}
>
<RefreshCw className={clsx('w-3 h-3', refresh.isPending && 'animate-spin')} />
{label}
</button>
))}
</div>
</div>
{/* Stats bar */}
{stats && (
<div className="grid grid-cols-3 sm:grid-cols-6 gap-2">
{[
{ label: 'COT', value: stats.by_type?.cot ?? 0, cls: 'text-purple-400' },
{ label: 'EIA', value: stats.by_type?.eia ?? 0, cls: 'text-orange-400' },
{ label: 'Earnings', value: stats.by_type?.earnings ?? 0, cls: 'text-blue-400' },
{ label: 'VX Curve', value: stats.by_type?.vx_curve ?? 0, cls: 'text-rose-400' },
{ label: 'Central Bank', value: stats.by_type?.central_bank ?? 0, cls: 'text-cyan-400' },
{ label: 'Sentiment', value: stats.by_type?.sentiment ?? 0, cls: 'text-yellow-400' },
].map(({ label, value, cls }) => (
<div key={label} className="bg-dark-800 border border-slate-700/40 rounded p-3 text-center">
<div className={clsx('text-xl font-bold', cls)}>{value}</div>
<div className="text-xs text-slate-500 mt-0.5">{label}</div>
</div>
))}
</div>
)}
{/* Latest dates */}
{stats && (
<div className="flex flex-wrap gap-4 text-xs text-slate-500">
{stats.latest_cot && <span>COT: <span className="text-purple-400">{stats.latest_cot}</span></span>}
{stats.latest_eia && <span>EIA: <span className="text-orange-400">{stats.latest_eia}</span></span>}
{stats.by_type?.earnings ? <span>Earnings: <span className="text-blue-400">{Object.keys(stats.by_type).includes('earnings') ? 'tracked' : ''}</span></span> : null}
<span className="text-slate-600">Total: {stats.total} · Absorbed: {stats.absorbed_count}</span>
</div>
)}
{/* Specialist Desks link */}
<div className="flex items-center gap-3 bg-indigo-900/20 border border-indigo-700/40 rounded-lg px-4 py-2.5 text-xs text-indigo-300">
<Users className="w-3.5 h-3.5 shrink-0 text-indigo-400" />
<span className="flex-1">
Ces rapports sont <strong>analysés automatiquement</strong> (fetch + scoring IA). Pour gérer le <strong>calendrier des rapports par desk</strong> ajouter un rapport custom (ex. broyage cacao), planifier les prochaines dates, lier à un desk specialist
</span>
<Link
to="/specialist-desks"
className="flex items-center gap-1 bg-indigo-700/40 hover:bg-indigo-600/50 border border-indigo-600/50 rounded px-2.5 py-1 font-medium text-indigo-200 transition-colors shrink-0"
>
<ExternalLink className="w-3 h-3" />
Specialist Desks
</Link>
</div>
{/* Filters */}
<div className="flex flex-wrap gap-3 bg-dark-800 border border-slate-700/40 rounded-lg p-3">
<div className="flex items-center gap-2 flex-wrap">
<span className="text-xs text-slate-500">Type:</span>
<div className="flex flex-wrap gap-1">
{(['', 'cot', 'eia', 'earnings', 'vx_curve', 'central_bank', 'sentiment'] as const).map(t => (
<button
key={t}
onClick={() => setFilterType(t)}
className={clsx(
'px-2.5 py-1 rounded text-xs font-medium border transition-colors',
filterType === t
? 'bg-blue-600 text-white border-blue-500'
: 'bg-dark-700 text-slate-400 border-slate-700/40 hover:border-slate-600'
)}
>
{t === '' ? 'All' : (TYPE_LABELS[t] ?? t)}
</button>
))}
</div>
</div>
<div className="flex items-center gap-2 flex-wrap">
<span className="text-xs text-slate-500">Category:</span>
<div className="flex flex-wrap gap-1">
{([
{ v: '', label: 'All' },
{ v: 'energy', label: 'Energy' },
{ v: 'metals', label: 'Metals' },
{ v: 'agri', label: 'Agri' },
{ v: 'equities', label: 'Equities' },
{ v: 'forex', label: 'Forex' },
{ v: 'crypto', label: 'Crypto' },
{ v: 'bonds', label: 'Bonds' },
{ v: 'volatility',label: 'Volatility'},
{ v: 'macro', label: 'Macro' },
{ v: 'sentiment', label: 'Sentiment'},
{ v: 'multi', label: 'Multi' },
]).map(({ v, label }) => (
<button
key={v}
onClick={() => setFilterCategory(v)}
className={clsx(
'px-2.5 py-1 rounded text-xs font-medium border transition-colors',
filterCategory === v
? 'bg-blue-600 text-white border-blue-500'
: 'bg-dark-700 text-slate-400 border-slate-700/40 hover:border-slate-600'
)}
>
{label}
</button>
))}
</div>
</div>
<div className="flex items-center gap-2">
<span className="text-xs text-slate-500">Min importance:</span>
<div className="flex gap-1">
{[0, 1, 2, 3].map(n => (
<button
key={n}
onClick={() => setFilterImportance(n)}
className={clsx(
'px-2.5 py-1 rounded text-xs font-medium border transition-colors',
filterImportance === n
? 'bg-blue-600 text-white border-blue-500'
: 'bg-dark-700 text-slate-400 border-slate-700/40 hover:border-slate-600'
)}
>
{n === 0 ? 'Any' : '★'.repeat(n)}
</button>
))}
</div>
</div>
<div className="flex items-center gap-2">
<span className="text-xs text-slate-500">Period:</span>
<select
value={filterDays}
onChange={e => setFilterDays(Number(e.target.value))}
className="bg-dark-700 border border-slate-700/40 text-slate-300 text-xs rounded px-2 py-1"
>
{[30, 60, 90, 180, 365].map(d => (
<option key={d} value={d}>{d}d</option>
))}
</select>
</div>
</div>
{/* Report list */}
{isLoading || isFetching ? (
<div className="text-center py-12 text-slate-500">
<RefreshCw className="w-6 h-6 animate-spin mx-auto mb-2" />
Loading reports
</div>
) : reports.length === 0 ? (
<div className="text-center py-16 space-y-3">
<div className="text-slate-600 text-4xl">📋</div>
<div className="text-slate-400 font-medium">No institutional reports yet</div>
<p className="text-slate-600 text-sm max-w-sm mx-auto">
Use the refresh buttons above to fetch reports. COT and EIA require API keys.
Earnings, VX, Central Bank RSS, and Sentiment fetch automatically.
</p>
</div>
) : (
<div className="space-y-3">
<div className="text-xs text-slate-500">{reports.length} report{reports.length > 1 ? 's' : ''}</div>
{(reports as InstitutionalReport[]).map(r => (
<ReportCard key={r.id} report={r} />
))}
</div>
)}
</div>
)
}