fix: use categorical regime fundamentals

app/routers/market.py

@@ -1,7 +1,9 @@
 """Market-level endpoints (benchmark regime + AI/Tech regime-change monitor)."""
 
+from typing import Literal
+
 from fastapi import APIRouter, Depends, Query
-from pydantic import BaseModel, Field, field_validator
+from pydantic import BaseModel, ConfigDict, Field, field_validator
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.dependencies import get_db, require_access, require_admin
@@ -55,8 +57,10 @@ class RegimeConfigUpdate(BaseModel):
 
 
 class RegimeFundamentalsUpdate(BaseModel):
-    f1_score: float | None = None
-    f3_score: float | None = None
+    model_config = ConfigDict(extra="forbid")
+
+    capex: dict[str, Literal["raising", "holding", "cutting", "unknown"]] | None = None
+    good_news_stock_down: Literal["yes", "no", "mixed"] | None = None
     locked: bool | None = None
 
 
@@ -108,9 +112,12 @@ async def update_regime_fundamentals(
     _admin: User = Depends(require_admin),
     db: AsyncSession = Depends(get_db),
 ) -> APIEnvelope:
-    """Manually override F1/F3 (locks out the LLM refresh until unlocked)."""
+    """Manually override categorical F1/F3 observations."""
     data = await regime_monitor_service.set_fundamental_overrides(
-        db, f1_score=body.f1_score, f3_score=body.f3_score, locked=body.locked
+        db,
+        capex=body.capex,
+        good_news_stock_down=body.good_news_stock_down,
+        locked=body.locked,
     )
     return APIEnvelope(status="success", data=data)