Files
OpenFin/backend/routers/specialist_desks.py
OpenSquared 2fb683eec5 feat: Specialist Desks — per asset-class fundamental configs + report catalogue
- 7 pre-seeded desks (Forex, Metals, Agri, Energy, Indices, Crypto, Bonds)
  each with default fundamental drivers, macro regime sensitivities and
  price delta thresholds
- Global report catalogue (specialist_reports) fully manual — add any report
  including non-calendar ones (e.g. Cocoa Grinding Report, ICCO)
- Many-to-many report ↔ desk linking (report_desk_links table)
- 12 default reports pre-seeded (COT, EIA, WASDE, FOMC, ECB, CPI, NFP…)
- AI scorer injects SPECIALIST DESK context block for asset classes present
  in each scoring batch (upcoming reports, key drivers, regime sensitivity)
- /specialist-desks page: desk sidebar + fundamentals editor + macro
  sensitivity tag editor + reports tab + global reports catalogue + modal
  to create/edit any report with desk assignment

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-23 09:57:18 +02:00

145 lines
5.0 KiB
Python

"""
Specialist Desks — per asset-class fundamental configs + report catalogue.
Prefix: /api/specialist-desks
"""
import uuid
from typing import Optional, List
from fastapi import APIRouter, HTTPException
from pydantic import BaseModel
router = APIRouter(prefix="/api/specialist-desks", tags=["specialist-desks"])
# ── Pydantic models ────────────────────────────────────────────────────────────
class MacroSensitivity(BaseModel):
regime: str
effect: str
class PriceDeltaThresholds(BaseModel):
significant_day: float = 1.0
extreme_day: float = 3.0
significant_week: float = 2.0
extreme_week: float = 5.0
class DeskConfigUpdate(BaseModel):
display_name: str
icon: str = ""
fundamentals: str = ""
macro_sensitivity: List[MacroSensitivity] = []
price_delta_thresholds: PriceDeltaThresholds = PriceDeltaThresholds()
notes: str = ""
class ReportUpsert(BaseModel):
name: str
source: str = ""
cadence: str = "monthly"
next_date: Optional[str] = None
last_date: Optional[str] = None
importance: int = 2
notes: str = ""
url: str = ""
desks: List[str] = []
# ── Configs ────────────────────────────────────────────────────────────────────
@router.get("/configs")
def list_configs():
from services.database import get_all_asset_class_configs
return get_all_asset_class_configs()
@router.get("/configs/{asset_class}")
def get_config(asset_class: str):
from services.database import get_asset_class_config, get_desk_reports
cfg = get_asset_class_config(asset_class)
if not cfg:
raise HTTPException(404, f"Desk '{asset_class}' not found")
cfg["reports"] = get_desk_reports(asset_class)
return cfg
@router.put("/configs/{asset_class}")
def update_config(asset_class: str, body: DeskConfigUpdate):
from services.database import upsert_asset_class_config
upsert_asset_class_config(
asset_class=asset_class,
display_name=body.display_name,
icon=body.icon,
fundamentals=body.fundamentals,
macro_sensitivity=[s.dict() for s in body.macro_sensitivity],
price_delta_thresholds=body.price_delta_thresholds.dict(),
notes=body.notes,
)
return {"saved": asset_class}
# ── Reports ────────────────────────────────────────────────────────────────────
@router.get("/reports")
def list_reports():
from services.database import get_all_specialist_reports
return get_all_specialist_reports()
@router.post("/reports")
def create_report(body: ReportUpsert):
from services.database import upsert_specialist_report, link_report_desk
report_id = "RPT_" + uuid.uuid4().hex[:8].upper()
upsert_specialist_report(
report_id=report_id,
name=body.name, source=body.source, cadence=body.cadence,
next_date=body.next_date, last_date=body.last_date,
importance=body.importance, notes=body.notes, url=body.url,
)
for ac in body.desks:
link_report_desk(report_id, ac)
return {"id": report_id}
@router.put("/reports/{report_id}")
def update_report(report_id: str, body: ReportUpsert):
from services.database import upsert_specialist_report, link_report_desk, unlink_report_desk, get_all_specialist_reports
# Check exists
all_reports = get_all_specialist_reports()
if not any(r["id"] == report_id for r in all_reports):
raise HTTPException(404, "Report not found")
upsert_specialist_report(
report_id=report_id,
name=body.name, source=body.source, cadence=body.cadence,
next_date=body.next_date, last_date=body.last_date,
importance=body.importance, notes=body.notes, url=body.url,
)
# Sync desk links: remove all, re-add
existing = next(r for r in all_reports if r["id"] == report_id)
for old_ac in existing.get("desks", []):
unlink_report_desk(report_id, old_ac)
for new_ac in body.desks:
link_report_desk(report_id, new_ac)
return {"saved": report_id}
@router.delete("/reports/{report_id}")
def delete_report(report_id: str):
from services.database import delete_specialist_report
delete_specialist_report(report_id)
return {"deleted": report_id}
@router.post("/reports/{report_id}/link/{asset_class}")
def link_to_desk(report_id: str, asset_class: str):
from services.database import link_report_desk
link_report_desk(report_id, asset_class)
return {"linked": report_id, "desk": asset_class}
@router.delete("/reports/{report_id}/link/{asset_class}")
def unlink_from_desk(report_id: str, asset_class: str):
from services.database import unlink_report_desk
unlink_report_desk(report_id, asset_class)
return {"unlinked": report_id, "desk": asset_class}