Require aligned action for qualified setups

frontend/src/lib/qualification.ts

@@ -2,6 +2,13 @@ import type { ActivationConfig, TradeSetup } from './types';
 
 const HIGH_CONVICTION_ACTIONS = new Set(['LONG_HIGH', 'SHORT_HIGH']);
 
+function actionDirection(action: TradeSetup['recommended_action']): 'long' | 'short' | 'neutral' {
+  if (!action || action === 'NEUTRAL') return 'neutral';
+  if (action.startsWith('LONG')) return 'long';
+  if (action.startsWith('SHORT')) return 'short';
+  return 'neutral';
+}
+
 export function bestTargetProbability(setup: TradeSetup): number {
   return setup.targets?.length ? Math.max(...setup.targets.map((t) => t.probability)) : 0;
 }
@@ -42,8 +49,11 @@ export function qualifiesSetup(setup: TradeSetup, config: ActivationConfig): boo
       return false;
     }
   }
-  // NEUTRAL = "no clear setup" — not actionable, so by default it doesn't qualify.
-  if (config.exclude_neutral && (setup.recommended_action ?? 'NEUTRAL') === 'NEUTRAL') return false;
+  // NEUTRAL = "no clear setup"; an opposite action means this setup is counter-bias.
+  if (config.exclude_neutral) {
+    const actionDir = actionDirection(setup.recommended_action);
+    if (actionDir === 'neutral' || actionDir !== setup.direction) return false;
+  }
   if (config.require_high_conviction && !HIGH_CONVICTION_ACTIONS.has(setup.recommended_action ?? '')) {
     return false;
   }
@@ -53,9 +63,9 @@ export function qualifiesSetup(setup: TradeSetup, config: ActivationConfig): boo
 
 /**
  * Symbol of the current single 'top pick' — the #1 row the dashboard highlights:
- * the highest residual 12-1 momentum percentile among qualified setups (or among all
- * setups when none qualify). Returns null when there are no setups. Keep in step
- * with the Top Setups ranking in DashboardPage.
+ * the highest residual 12-1 momentum percentile among qualified setups. Returns
+ * null when there are no actionable setups. Keep in step with the Top Setups
+ * ranking in DashboardPage.
  */
 export function topPickSymbol(
   trades: TradeSetup[] | undefined,
@@ -64,8 +74,7 @@ export function topPickSymbol(
   const all = trades ?? [];
   if (all.length === 0) return null;
   const qualified = activation ? all.filter((t) => qualifiesSetup(t, activation)) : [];
-  const pool = qualified.length > 0 ? qualified : all;
-  const top = [...pool].sort(
+  const top = [...qualified].sort(
     (a, b) => (b.momentum_percentile ?? -Infinity) - (a.momentum_percentile ?? -Infinity),
   )[0];
   return top?.symbol ?? null;

frontend/src/pages/DashboardPage.tsx

@@ -76,15 +76,12 @@ export default function DashboardPage() {
     [trades.data, activation.data],
   );
 
-  // Show qualified setups first; fall back to the full list when none qualify.
-  // Rank by residual 12-1 momentum percentile so the strongest names sit at the top.
-  const showingQualified = qualifiedSetups.length > 0;
+  // Rank only actionable/qualified setups by residual 12-1 momentum percentile.
   const topSetups: TradeSetup[] = useMemo(() => {
-    const pool = showingQualified ? qualifiedSetups : trades.data ?? [];
-    return [...pool]
+    return [...qualifiedSetups]
       .sort((a, b) => (b.momentum_percentile ?? -Infinity) - (a.momentum_percentile ?? -Infinity))
       .slice(0, 5);
-  }, [showingQualified, qualifiedSetups, trades.data]);
+  }, [qualifiedSetups]);
 
   const topWatchlist = useMemo(
     () =>
@@ -197,12 +194,12 @@ export default function DashboardPage() {
         <div className="xl:col-span-3">
           <Section
             title="Top Setups"
-            hint={showingQualified ? 'ranked by expected value' : 'none qualified — showing all'}
+            hint="qualified and ranked by residual momentum"
           >
             {trades.isLoading && <SkeletonTable rows={5} cols={5} />}
             {trades.isError && <Callout variant="error">Failed to load setups</Callout>}
             {trades.data && topSetups.length === 0 && (
-              <Callout variant="empty">No active setups. Run the scanner from the Signals page.</Callout>
+              <Callout variant="empty">No qualified actionable setups right now.</Callout>
             )}
             {topSetups.length > 0 && (
               <div className="glass overflow-x-auto">