Add multi-factor conviction gate to activation
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Make "qualified" mean an edge candidate, not just R:R + confidence.
The gate now also requires (all admin-configurable, defaults on):
- high conviction: recommended_action LONG_HIGH / SHORT_HIGH only
- clean read: risk_level Low (no contradicting signals)
- probable primary target: best target probability >= min (default 60)

- Shared predicate: app/services/qualification.py +
  frontend/src/lib/qualification.ts (mirrored)
- Activation config extended (min_target_probability,
  require_high_conviction, exclude_conflicts) with bool-aware
  get/update + validation
- /trades/performance switched to ?qualified_only=true, applying
  the full gate server-side; confidence breakdown stays unfiltered
- Dashboard "Qualified", Signals "Qualified only" toggle, and
  Track Record all use the one gate; Admin gains the new controls

Sentiment provider runtime config (prior change) included.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
2026-06-13 11:50:42 +02:00
parent 6da65b8d8f
commit d53ed972d1
25 changed files with 924 additions and 110 deletions
+8 -10
View File
@@ -23,8 +23,8 @@ from app.models.ticker import Ticker
from app.models.user import User
from app.providers.alpaca import AlpacaOHLCVProvider
from app.providers.fundamentals_chain import build_fundamental_provider_chain
from app.providers.openai_sentiment import OpenAISentimentProvider
from app.services.rr_scanner_service import scan_ticker
from app.services.sentiment_provider_service import build_sentiment_provider
from app.schemas.common import APIEnvelope
from app.services import (
fundamental_service,
@@ -99,11 +99,14 @@ async def fetch_symbol(
sources["ohlcv"] = {"status": "error", "records": 0, "message": str(exc)}
# --- Sentiment ---
if settings.openai_api_key:
try:
sent_provider = await build_sentiment_provider(db)
except ProviderError as exc:
sent_provider = None
sources["sentiment"] = {"status": "skipped", "message": str(exc)}
if sent_provider is not None:
try:
sent_provider = OpenAISentimentProvider(
settings.openai_api_key, settings.openai_model
)
data = await sent_provider.fetch_sentiment(symbol_upper)
await sentiment_service.store_sentiment(
db,
@@ -124,11 +127,6 @@ async def fetch_symbol(
except Exception as exc:
logger.error("Sentiment fetch failed for %s: %s", symbol_upper, exc)
sources["sentiment"] = {"status": "error", "message": str(exc)}
else:
sources["sentiment"] = {
"status": "skipped",
"message": "OpenAI API key not configured",
}
# --- Fundamentals ---
if settings.fmp_api_key or settings.finnhub_api_key or settings.alpha_vantage_api_key: