feat: add Citations and WatchlistChat components, integrate with API
- Implemented Citations component to display citation data. - Created WatchlistDrawer and ChatSidebar components for managing watchlists and AI chat functionality. - Integrated API calls for watchlist management and chat interactions. - Updated index.tsx to include new components in the main application layout. - Added API client in lib/api.ts for structured API interactions. - Developed Alerts, Dashboard, Portfolio, Routines, Screener, and Report pages with relevant data fetching and UI components. - Introduced styles in tokens.css for consistent theming across the application. - Configured TypeScript and Vite for project setup and development.
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package agents
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import (
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"context"
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"fmt"
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"strings"
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"flowsight/internal/model"
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)
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// RiskProfile shifts signal weights: conservative is fundamental-heavy,
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// aggressive leans into technical + broker flows.
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type RiskProfile string
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const (
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Conservative RiskProfile = "conservative"
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Moderate RiskProfile = "moderate"
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Aggressive RiskProfile = "aggressive"
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)
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// Synthesis is the Master Synthesizer (A7) output.
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type Synthesis struct {
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Recommendation string `json:"recommendation"` // BUY | HOLD | AVOID
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Conviction int `json:"conviction"` // 1..5
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Thesis string `json:"thesis"`
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PositionPct float64 `json:"position_pct"`
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Conflict bool `json:"conflict"`
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ConflictNote string `json:"conflict_note,omitempty"`
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Scores []string `json:"scores"`
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Citations []model.Citation `json:"citations"`
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}
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// Synthesize (A7) weights A1..A6 by risk profile x accuracy-ledger weights,
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// adds agreement bonus / conflict flag, and sizes via capped Kelly (max 10%).
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func Synthesize(ctx context.Context, d Deps, ticker string, profile RiskProfile, results []model.AgentResult) Synthesis {
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_ = ctx
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ticker = strings.ToUpper(ticker)
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byAgent := map[string]model.AgentResult{}
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for _, r := range results {
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byAgent[r.Agent] = r
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}
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base := map[string]float64{
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"smart-money": 0.22, "broker-intel": 0.13, "sentiment": 0.12,
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"fundamental": 0.25, "technical": 0.15, "catalyst": 0.13,
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}
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switch profile {
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case Conservative:
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base = map[string]float64{
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"smart-money": 0.15, "broker-intel": 0.10, "sentiment": 0.10,
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"fundamental": 0.40, "technical": 0.10, "catalyst": 0.15,
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}
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case Aggressive:
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base = map[string]float64{
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"smart-money": 0.27, "broker-intel": 0.15, "sentiment": 0.10,
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"fundamental": 0.13, "technical": 0.25, "catalyst": 0.10,
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}
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}
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// Ledger weights: 0.5 until an agent has >=10 resolved calls.
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weights := map[string]float64{}
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norm := func(score float64) float64 { return (score + 100) / 200 } // -100..100 -> 0..1
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get := func(name string, raw, lo, hi float64) float64 {
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v := raw
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if hi == 1 && lo == -1 { // sentiment -1..1
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v = raw * 100
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} else if hi == 100 && lo == 0 { // fundamental/catalyst 0..100
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v = raw*2 - 100
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}
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return clampScore(v, -100, 100)
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}
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_ = norm
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total, wsum := 0.0, 0.0
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var lines []string
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var cites []model.Citation
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for _, a := range []string{"smart-money", "broker-intel", "sentiment", "fundamental", "technical", "catalyst"} {
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r := byAgent[a]
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lw := d.DB.AccuracyWeight(a)
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w := base[a] * (0.5 + lw) // ledger blends in without zeroing anyone
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weights[a] = w
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var v float64
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switch a {
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case "sentiment":
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v = get(a, r.Score, -1, 1)
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case "fundamental", "catalyst":
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v = get(a, r.Score, 0, 100)
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default:
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v = get(a, r.Score, -100, 100)
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}
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total += w * v
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wsum += w
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lines = append(lines, fmt.Sprintf("%s %+.0f", a, v))
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cites = append(cites, r.Citations...)
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}
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score := 0.0
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if wsum > 0 {
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score = total / wsum
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}
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// Agreement bonus (>=3 aligned) / conflict flag (fundamental vs flows).
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align := 0
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for _, a := range []string{"smart-money", "fundamental", "technical", "sentiment"} {
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r := byAgent[a]
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v := r.Score
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if a == "sentiment" {
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v *= 100
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} else if a == "fundamental" {
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v = v*2 - 100
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}
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if (score > 0 && v > 0) || (score < 0 && v < 0) {
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align++
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}
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}
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if align >= 3 {
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if score > 0 {
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score += 5
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} else {
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score -= 5
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}
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}
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fund := byAgent["fundamental"].Score*2 - 100
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flow := byAgent["smart-money"].Score
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conflict := (fund > 20 && flow < -20) || (fund < -20 && flow > 20)
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conflictNote := ""
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if conflict {
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conflictNote = fmt.Sprintf("fundamental %+.0f opposes smart-money %+.0f", fund, flow)
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}
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rec := "HOLD"
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switch {
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case score >= 25 && !conflict:
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rec = "BUY"
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case score <= -25:
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rec = "AVOID"
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case conflict && score >= 25:
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rec = "HOLD" // good fundamental + broker selling => HOLD-or-lower, cited
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}
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conviction := 3
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switch {
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case score >= 50 || score <= -50:
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conviction = 5
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case score >= 35 || score <= -35:
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conviction = 4
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case score >= -15 && score <= 15:
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conviction = 2
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}
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if conflict && conviction > 3 {
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conviction = 3
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}
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// Capped Kelly: edge from score magnitude, max 10% single name.
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edge := (score / 100) * 0.5
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size := edge * 0.25 * 100
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if size < 0 {
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size = 0
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}
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if size > 10 {
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size = 10
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}
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if rec != "BUY" {
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size = 0
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}
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thesis := fmt.Sprintf("%s %s (conviction %d/5): weighted score %+.0f. %s.",
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ticker, rec, conviction, score, strings.Join(citedLines(byAgent), ", "))
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if conflict {
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thesis += " Conflict: " + conflictNote + citeStr(byAgent["smart-money"]) + citeStr(byAgent["fundamental"]) + "."
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}
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// Record predictions for the +30d accuracy ledger.
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_ = d.DB.RecordPrediction("synthesizer", ticker, rec)
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for _, a := range []string{"smart-money", "fundamental", "technical"} {
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_ = d.DB.RecordPrediction(a, ticker, rec)
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}
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return Synthesis{
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Recommendation: rec, Conviction: conviction, Thesis: thesis,
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PositionPct: size, Conflict: conflict, ConflictNote: conflictNote,
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Scores: lines, Citations: cites,
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}
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}
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// citedLines appends each agent's first citation marker to its score line so
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// every thesis claim is individually traceable.
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func citedLines(byAgent map[string]model.AgentResult) []string {
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var out []string
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for _, a := range []string{"smart-money", "broker-intel", "sentiment", "fundamental", "technical", "catalyst"} {
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r := byAgent[a]
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line := strings.TrimSpace(strings.Split(r.Summary, ";")[0])
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if line == "" {
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line = a
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}
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out = append(out, line+citeStr(r))
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}
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return out
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}
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// citeStr renders "[endpoint @ date]" for an agent's first citation.
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func citeStr(r model.AgentResult) string {
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if len(r.Citations) == 0 {
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return " [no snapshot]"
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}
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c := r.Citations[0]
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return " [" + c.Endpoint + " @ " + c.SnapshotAt + "]"
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}
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