feat(backtest): make the tiles answer "is that good?", and stop the layout jumping

Five UI problems, all reported from using the page. Expanding "How this is measured" shoved every control down, because the disclosure and the run controls shared one flex row. They no longer do: run status and the controls that start a new run sit together on one line, and the explainer is below them where growing it moves nothing. A long strategy name wrapped the dropdown trigger onto three lines and dragged the row out of alignment. The trigger now truncates with the full text on hover — a wrapping dropdown is broken anywhere, so the fix is in the primitive — and the twelve-character "Production: " prefix is a bullet. "Sortino 2.72" answered nothing. Each risk-adjusted metric now carries a meter: a track showing where the value sits, ticks at the band edges, and the band word. Colour never travels alone. Bands are deliberately stricter than textbook ranges because this universe is today's survivors replayed backward, which flatters every ratio — that caveat is stated next to them rather than left implied. The two tile rows were different sizes, which read as inconsistent rather than as hierarchy. Every tile is the same size now and grouping carries the ranking: top row is raw outcome and takes no meters, second row is risk-adjusted ratios and all take meters. Sharpe moved down to join them — it is one of those ratios, and leaving it above made it the only metered tile in a row of bare ones. The recommendation led with a long bold sentence that describes the configuration, not a verdict, while the actual findings were small grey text. Findings now come first, each split into label and detail on the colon the backend strings already carry, and the configuration is a footer. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-11 23:25:11 +02:00
1 parent 28b3273150
commit 3a2d548610
@@ -70,23 +70,30 @@ export function BacktestPanel() {
  return (
    <Section title="Is the strategy working?" hint="portfolio simulation of the promoted strategy vs S&P 500">
      <div className="space-y-4">
-        <div className="flex flex-wrap items-start justify-between gap-3">
-          <Disclosure summary="How this is measured">
-            <p className="max-w-2xl text-xs text-gray-400">
-              The backtest replays the current config at the selected cadence — at each point the setup is
-              rebuilt using only data up to that day (no lookahead) and the following ~30 trading days decide
-              its outcome — then simulates one capital-constrained book against the S&P 500. Sentiment and
-              fundamentals are held neutral (no point-in-time history). ~6 months is roughly one market regime,
-              so read it as directional.
-            </p>
-            <p className="mt-2 max-w-2xl text-xs text-gray-400">
-              <strong className="text-gray-300">Live GTL</strong> is the exact target path the scanner and the
-              scheduled backtest use; <strong className="text-gray-300">Structural S/R</strong> is a comparison
-              arm sourcing targets from chart structure. <strong className="text-gray-300">Weekly</strong> steps
-              five sessions at a time and is what the server runs; <strong className="text-gray-300">Daily</strong>
-              {' '}is roughly 5× the replay work.
-            </p>
-          </Disclosure>
+        {/* Run status and the controls that start a new run, on one line. The
+            explainer sits BELOW this row rather than beside it — sharing a flex
+            row meant expanding it shoved every control down the page. */}
+        <div className="flex flex-wrap items-end justify-between gap-3">
+          <div className="min-w-0">
+            <p className="section-index">Last run</p>
+            {report ? (
+              <p className="mt-1 text-xs text-gray-400">
+                {timeAgo(report.generated_at)} · {report.tickers} tickers ·{' '}
+                {report.candidates} setups ({report.qualified} qualified) ·{' '}
+                {report.params.entry_cadence ?? 'weekly'},{' '}
+                {report.params.horizon_days}d horizon
+                {report.params.cost_per_side_pct != null && (
+                  <> · net of {report.params.cost_per_side_pct}%/side</>
+                )}
+                {' · '}
+                <span className={report.params.is_production_target_model === false ? 'text-amber-300' : 'text-blue-300'}>
+                  {report.params.target_model_label ?? 'Unknown (legacy report)'}
+                </span>
+              </p>
+            ) : (
+              <p className="mt-1 text-xs text-gray-500">Never run</p>
+            )}
+          </div>

          {/* flex-wrap is load-bearing: two dropdowns plus the button overflow a
              narrow viewport otherwise. */}
@@ -112,11 +119,30 @@ export function BacktestPanel() {
              />
            </div>
            <Button onClick={() => run.mutate()} loading={run.isPending} className="shrink-0">
-              {run.isPending ? 'Starting…' : report ? 'Re-run backtest' : 'Run backtest'}
+              {run.isPending ? 'Starting…' : report ? 'Re-run' : 'Run backtest'}
            </Button>
          </div>
        </div>

+        <div>
+          <Disclosure summary="How this is measured">
+            <p className="max-w-2xl text-xs text-gray-400">
+              The backtest replays the current config at the selected cadence — at each point the setup is
+              rebuilt using only data up to that day (no lookahead) and the following ~30 trading days decide
+              its outcome — then simulates one capital-constrained book against the S&P 500. Sentiment and
+              fundamentals are held neutral (no point-in-time history). ~6 months is roughly one market regime,
+              so read it as directional.
+            </p>
+            <p className="mt-2 max-w-2xl text-xs text-gray-400">
+              <strong className="text-gray-300">Live GTL</strong> is the exact target path the scanner and the
+              scheduled backtest use; <strong className="text-gray-300">Structural S/R</strong> is a comparison
+              arm sourcing targets from chart structure. <strong className="text-gray-300">Weekly</strong> steps
+              five sessions at a time and is what the server runs; <strong className="text-gray-300">Daily</strong>
+              {' '}is roughly 5× the replay work.
+            </p>
+          </Disclosure>
+        </div>
+
        {/* Only surfaced for non-default choices — zero noise on the common path,
            but a non-production selection still announces itself, which is what
            the old always-amber cards were really for. */}
@@ -142,19 +168,6 @@ export function BacktestPanel() {

        {report && (
          <>
-            <p className="text-[11px] text-gray-500">
-              Ran {timeAgo(report.generated_at)} · {report.tickers} tickers · {report.candidates} setups
-              ({report.qualified} qualified) · {report.params.entry_cadence ?? 'weekly'} cadence,
-              {' '}{report.params.horizon_days}-day horizon
-              {report.params.cost_per_side_pct != null && (
-                <> · net of {report.params.cost_per_side_pct}%/side costs</>
-              )}
-              {' '}· target model:{' '}
-              <span className={report.params.is_production_target_model === false ? 'text-amber-300' : 'text-blue-300'}>
-                {report.params.target_model_label ?? 'Unknown (legacy report)'}
-              </span>
-            </p>
-
            <PortfolioMonitorPanel
              monitor={monitor}
              monitorRun={monitorRun}
@@ -4,15 +4,14 @@ import type { BacktestRecommendation } from '../../lib/types';
 /**
 * The verdict, ahead of the tuning detail.
 *
- * All eight findings used to render as equal-weight bullets, so "does this
- * strategy work" sat in the same visual register as "which cutoff scored best".
- * `topic` splits them: the three that answer the question stay inline, the rest
- * collapse.
+ * Two problems this solves. All eight findings used to render as equal-weight
+ * bullets, so "does this strategy work" sat in the same register as "which
+ * cutoff scored best". And the headline — which is a *description of the
+ * config*, not a verdict — was the loudest thing on the card while every actual
+ * finding was small grey text.
 *
- * No topic chips — every backend string already self-prefixes ("Gate: …",
- * "Robustness: …"), so a chip would render "GATE │ Gate: …", and stripping the
- * prefix would drop real information ("(3y)" carries the lookback, "Legacy"
- * qualifies the diagnostic).
+ * So: findings first, each split into a label and its detail; the config
+ * description demoted to a footer where it belongs.
 */
 const PRIMARY_TOPICS = new Set(['production', 'benchmark', 'robustness']);

@@ -25,6 +24,43 @@ function isWarning(text: string): boolean {
  return text.includes('WARNING') || text.includes('LAGS');
 }

+/**
+ * Every backend string self-prefixes ("Gate: keep the R:R floor…"), so the
+ * prefix IS the label — no need for a chip that would just repeat it, and no
+ * need to reword anything server-side. Split on the first colon; if a string
+ * ever stops carrying one, it renders whole as detail.
+ */
+function splitLabel(text: string): { label: string | null; detail: string } {
+  const at = text.indexOf(': ');
+  if (at === -1 || at > 48) return { label: null, detail: text };
+  return { label: text.slice(0, at), detail: text.slice(at + 2) };
+}
+
+function Finding({ text, primary }: { text: string; primary: boolean }) {
+  const warn = isWarning(text);
+  const { label, detail } = splitLabel(text);
+  return (
+    <li className="flex flex-col gap-0.5 sm:flex-row sm:gap-3">
+      {label && (
+        <span
+          className={`shrink-0 text-[11px] font-semibold uppercase tracking-wider sm:w-44 sm:pt-0.5 ${
+            warn ? 'text-amber-400' : 'text-gray-500'
+          }`}
+        >
+          {label}
+        </span>
+      )}
+      <span
+        className={`${primary ? 'text-sm' : 'text-xs'} ${
+          warn ? 'text-amber-300' : primary ? 'text-gray-200' : 'text-gray-400'
+        }`}
+      >
+        {detail}
+      </span>
+    </li>
+  );
+}
+
 export function BacktestRecommendationCard({
  recommendation,
 }: {
@@ -45,30 +81,34 @@ export function BacktestRecommendationCard({
      <div className="glass border border-blue-400/20 p-4">
        <div className="flex flex-wrap items-center justify-between gap-2">
          <p className="section-index">What this backtest recommends</p>
-          {warningCount > 0 && (
+          {warningCount > 0 ? (
            <span className="rounded-full border border-amber-400/40 bg-amber-400/10 px-2 py-0.5 text-[10px] font-semibold uppercase tracking-wider text-amber-300">
              ⚠ {warningCount} warning{warningCount > 1 ? 's' : ''}
            </span>
+          ) : (
+            <span className="rounded-full border border-emerald-400/30 bg-emerald-400/10 px-2 py-0.5 text-[10px] font-semibold uppercase tracking-wider text-emerald-300">
+              no warnings
+            </span>
          )}
        </div>

-        {recommendation.headline && (
-          <p className="mt-1.5 text-sm font-semibold text-gray-100">{recommendation.headline}</p>
-        )}
-
        {primary.length > 0 && (
-          <ul className="mt-3 space-y-1.5 border-t border-white/[0.06] pt-3">
+          <ul className="mt-3 space-y-2.5">
            {primary.map((item) => (
-              <li
-                key={item.topic + item.text}
-                className={`text-xs ${isWarning(item.text) ? 'text-amber-400' : 'text-gray-300'}`}
-              >
-                {item.text}
-              </li>
+              <Finding key={item.topic + item.text} text={item.text} primary />
            ))}
          </ul>
        )}

+        {/* The config description, demoted: it says what the strategy IS, which
+            is context for the findings above rather than a finding itself. */}
+        {recommendation.headline && (
+          <div className="mt-3 border-t border-white/[0.06] pt-3">
+            <p className="section-index">Configuration under test</p>
+            <p className="mt-1 text-xs leading-relaxed text-gray-500">{recommendation.headline}</p>
+          </div>
+        )}
+
        {recommendation.note && (
          <p className="mt-2 text-[11px] text-gray-600">{recommendation.note}</p>
        )}
@@ -77,12 +117,10 @@ export function BacktestRecommendationCard({
      {/* Outside the card body on purpose: Disclosure renders its own glass-sm
          panel, so nesting it inside the bordered card double-frames it. */}
      {secondary.length > 0 && (
-        <Disclosure summary={`Gate, exit and cutoff detail (${secondary.length})`}>
-          <ul className="space-y-1.5">
+        <Disclosure summary={`Gate and cutoff detail (${secondary.length})`}>
+          <ul className="space-y-2">
            {secondary.map((item) => (
-              <li key={item.topic + item.text} className="text-xs text-gray-400">
-                {item.text}
-              </li>
+              <Finding key={item.topic + item.text} text={item.text} primary={false} />
            ))}
          </ul>
        </Disclosure>
@@ -70,7 +70,10 @@ export function PortfolioMonitorPanel({
              onChange={onStrategyChange}
              options={monitor.strategies.map((s) => ({
                value: s.strategy,
-                label: `${s.is_production ? 'Production: ' : ''}${s.label}`,
+                // "Production: " prefix dropped — a bullet costs one character
+                // instead of twelve, and the full config is spelled out under
+                // the chart anyway.
+                label: `${s.is_production ? '● ' : ''}${s.label}`,
              }))}
            />
          </div>
@@ -97,7 +100,12 @@ export function PortfolioMonitorPanel({
        />
        <StatTile label="CAGR" value={fmtSignedPct(monitorRun.cagr_pct)} valueClass={rColor(monitorRun.cagr_pct)} />
        <StatTile label="Max Drawdown" value={fmtDrawdown(monitorRun.max_drawdown_pct)} valueClass="text-amber-400" />
-        <StatTile label="Sharpe" value={fmtRatio(monitorRun.sharpe)} />
+        <StatTile
+          label="EV / trade"
+          value={fmtSignedMoney(monitorRun.avg_trade_pnl)}
+          valueClass={rColor(monitorRun.avg_trade_pnl)}
+          title="Average realized P&L per closed trade. Scales with position size, so it carries no quality band."
+        />
        <StatTile label="Trades" value={String(monitorRun.trades)} sub={`${fmtPct(monitorRun.win_rate)} win rate`} />
      </div>

@@ -109,39 +117,49 @@ export function PortfolioMonitorPanel({
        </p>
      ) : (
        <div className="space-y-2">
-          <p className="section-index">Risk-adjusted quality</p>
+          <div className="flex flex-wrap items-baseline justify-between gap-2">
+            <p className="section-index">Risk-adjusted quality</p>
+            <p className="text-[11px] text-gray-600">
+              Bands are set stricter than textbook ranges — this universe is today's
+              survivors replayed backward, which flatters every ratio.
+            </p>
+          </div>
          <div className="grid gap-3 sm:grid-cols-2 lg:grid-cols-5">
            <StatTile
-              size="sm"
+              label="Sharpe"
+              value={fmtRatio(monitorRun.sharpe)}
+              metric="sharpe"
+              raw={monitorRun.sharpe}
+              title="Return per unit of total volatility (annualized). Penalizes upside swings as well as downside."
+            />
+            <StatTile
              label="Sortino"
              value={fmtRatio(monitorRun.sortino)}
-              title="Return per unit of downside deviation (annualized)."
+              metric="sortino"
+              raw={monitorRun.sortino}
+              title="Return per unit of downside deviation (annualized). Punishes losing days only, unlike Sharpe."
            />
            <StatTile
-              size="sm"
              label="Calmar (MAR)"
              value={fmtRatio(monitorRun.calmar)}
-              title="CAGR divided by maximum drawdown."
+              metric="calmar"
+              raw={monitorRun.calmar}
+              title="CAGR divided by maximum drawdown — return earned per unit of worst-case pain."
            />
            <StatTile
-              size="sm"
              label="Gain / Pain"
              value={fmtRatio(monitorRun.gain_to_pain)}
-              title="Sum of monthly returns divided by the absolute sum of the negative ones."
+              metric="gain_to_pain"
+              raw={monitorRun.gain_to_pain}
+              title="Sum of monthly returns divided by the absolute sum of the negative ones (Schwager)."
            />
            <StatTile
-              size="sm"
              label="Profit Factor ($)"
              value={fmtRatio(monitorRun.profit_factor)}
+              metric="profit_factor"
+              raw={monitorRun.profit_factor}
              title="Gross winning dollars divided by gross losing dollars, across closed trades."
            />
-            <StatTile
-              size="sm"
-              label="EV / trade"
-              value={fmtSignedMoney(monitorRun.avg_trade_pnl)}
-              valueClass={rColor(monitorRun.avg_trade_pnl)}
-              title="Average realized P&L per closed trade."
-            />
          </div>
        </div>
      )}