Add activation thresholds: qualified-signal defaults and views

Admin-configurable thresholds (min R:R, default 2.0; min confidence,
default 70%) defining what counts as an actionable signal:

- Admin Settings: new Activation Thresholds panel
  (GET/PUT /admin/settings/activation)
- GET /trades/activation exposes values to all users with access
- Signals/Setups: filters initialize from activation values
- Track Record: "Qualified signals only" toggle (default on) via
  min_rr/min_confidence params on /trades/performance; the
  confidence breakdown always covers the full population so the
  thresholds can be validated against outcomes
- Dashboard: "Qualified" metric and qualified-first Top Setups
- Outcome evaluator unchanged: every setup is still evaluated

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

app/services/admin_service.py

@@ -31,6 +31,16 @@ RECOMMENDATION_CONFIG_DEFAULTS: dict[str, float] = {
 DEFAULT_TICKER_UNIVERSE = "sp500"
 SUPPORTED_TICKER_UNIVERSES = {"sp500", "nasdaq100", "nasdaq_all"}
 
+# Activation thresholds: what counts as a signal worth acting on.
+# Used as Signals-page default filters, the Dashboard's qualified-setup
+# metrics, and the Track Record's "qualified only" view. The outcome
+# evaluator deliberately ignores these — every setup gets evaluated so the
+# thresholds themselves can be validated against outcomes.
+ACTIVATION_DEFAULTS: dict[str, float] = {
+    "activation_min_rr": 2.0,
+    "activation_min_confidence": 70.0,
+}
+
 
 # ---------------------------------------------------------------------------
 # User management
@@ -143,6 +153,48 @@ async def update_setting(db: AsyncSession, key: str, value: str) -> SystemSettin
     return setting
 
 
+# ---------------------------------------------------------------------------
+# Activation thresholds
+# ---------------------------------------------------------------------------
+
+async def get_activation_config(db: AsyncSession) -> dict[str, float]:
+    """Return activation thresholds with public keys (min_rr, min_confidence)."""
+    result = await db.execute(
+        select(SystemSetting).where(SystemSetting.key.like("activation_%"))
+    )
+    config = dict(ACTIVATION_DEFAULTS)
+    for setting in result.scalars().all():
+        if setting.key in config:
+            try:
+                config[setting.key] = float(setting.value)
+            except (TypeError, ValueError):
+                pass
+    return {
+        "min_rr": config["activation_min_rr"],
+        "min_confidence": config["activation_min_confidence"],
+    }
+
+
+async def update_activation_config(
+    db: AsyncSession, updates: dict[str, float]
+) -> dict[str, float]:
+    """Update activation thresholds. Accepts public keys min_rr / min_confidence."""
+    if "min_rr" in updates and updates["min_rr"] < 0:
+        raise ValidationError("min_rr must be >= 0")
+    if "min_confidence" in updates and not 0 <= updates["min_confidence"] <= 100:
+        raise ValidationError("min_confidence must be between 0 and 100")
+
+    key_map = {
+        "min_rr": "activation_min_rr",
+        "min_confidence": "activation_min_confidence",
+    }
+    for public_key, storage_key in key_map.items():
+        if public_key in updates:
+            await update_setting(db, storage_key, str(float(updates[public_key])))
+
+    return await get_activation_config(db)
+
+
 def _recommendation_public_to_storage_key(key: str) -> str:
     return f"recommendation_{key}"