From 94ec73d8efcdef25e6614a241ba4799d50fffe68 Mon Sep 17 00:00:00 2001
From: alkatrazz <aliyesilkaya93@gmail.com>
Date: Tue, 30 Jun 2026 11:33:40 +0200
Subject: [PATCH] feat(finlab): boutons d'analyse rapide
 (digest/analyse/plan/fondamental/opport./alertes)
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Panneau « Actions rapides » sur le dashboard : 6 boutons one-click qui renvoient
une analyse finlab instantanée (déterministe, gratuite, sans LLM), dans une modale.

- 📊 Analyse (action sélectionnée) : technique (RSI/MACD/MM/signaux) + fondamental
  (PER/PEG/ROE/marges/dette/reco/cible) + plan R:R, combinés en une fiche
- 📐 Plan R:R, 📈 Fondamentaux (action sélectionnée) ; 📋 Digest, 🔭 Opportunités,
  🔔 Alertes (global)
- Backend : endpoints /api/digest, /api/fundamentals, /api/analyze
- Fix : fundamental.compare_portfolio() utilisait l'ancien schéma mono-compte
  (pf["positions"]) → cassé par le multi-comptes ; passe par data.portfolio_tickers()

Vérifié : endpoints OK (TestClient), rendu modale au navigateur (Playwright) —
fiche Analyse NVDA complète (technique + fondamental + plan). JS node --check OK.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
---
 tools/finlab/dashboard/server.py         | 34 +++++++++
 tools/finlab/dashboard/static/index.html | 88 +++++++++++++++++++++++-
 tools/finlab/finlab/fundamental.py       |  3 +-
 3 files changed, 122 insertions(+), 3 deletions(-)

diff --git a/tools/finlab/dashboard/server.py b/tools/finlab/dashboard/server.py
index 955a366..cecc093 100644
--- a/tools/finlab/dashboard/server.py
+++ b/tools/finlab/dashboard/server.py
@@ -21,6 +21,8 @@ from fastapi.staticfiles import StaticFiles
 from finlab import (
     alerts,
     data,
+    digest as digest_mod,
+    fundamental,
     indicators as ind,
     plan as plan_mod,
     scanner,
@@ -168,6 +170,38 @@ def api_plan(ticker: str, capital: float = 1427.0):
     return _clean({"plan": p, "render": plan_mod.render(p)})
 
 
+# ── Analyses rapides (boutons one-click, finlab pur) ──────────────────────────
+@app.get("/api/digest")
+def api_digest(theme: str = "all", target: float = 5.0):
+    return {"text": digest_mod.build(theme, target)}
+
+
+@app.get("/api/fundamentals")
+def api_fundamentals(ticker: str):
+    return _clean({"snapshot": fundamental.snapshot(ticker)})
+
+
+@app.get("/api/analyze")
+def api_analyze(ticker: str, capital: float = 1427.0):
+    """Analyse one-click d'une action : technique + fondamental + plan R:R (finlab pur)."""
+    out = {"ticker": ticker}
+    try:
+        out["technical"] = technical.analyze(ticker)
+    except Exception as e:
+        out["technical"] = {"error": str(e)}
+    try:
+        out["fundamental"] = fundamental.snapshot(ticker)
+    except Exception as e:
+        out["fundamental"] = {"error": str(e)}
+    try:
+        p = plan_mod.plan(ticker, capital)
+        out["plan"] = p
+        out["plan_render"] = plan_mod.render(p)
+    except Exception as e:
+        out["plan"] = {"error": str(e)}
+    return _clean(out)
+
+
 # ── Import de relevés (image → analysée par la Console IA) ─────────────────────
 IMPORTS_DIR = data.ROOT / "imports"
 _IMG_EXT = {".png", ".jpg", ".jpeg", ".webp", ".gif"}
diff --git a/tools/finlab/dashboard/static/index.html b/tools/finlab/dashboard/static/index.html
index 84d4ea6..9e4fd70 100644
--- a/tools/finlab/dashboard/static/index.html
+++ b/tools/finlab/dashboard/static/index.html
@@ -37,6 +37,12 @@
   .atab:hover{border-color:var(--acc);color:#fff}
   .atab.on{background:var(--acc);border-color:var(--acc);color:#fff}
   .atag{font-size:11px;opacity:.85}
+  .qa-grid{display:grid;grid-template-columns:1fr 1fr;gap:6px}
+  .btn.qa{text-align:left;padding:8px 10px;font-size:12.5px}
+  #resBody table{width:100%}
+  #resBody pre{background:var(--bg);padding:12px;border-radius:8px;white-space:pre-wrap;font-size:12.5px}
+  #resBody .kv{display:flex;justify-content:space-between;padding:4px 6px;border-bottom:1px solid var(--line);font-size:13px}
+  #resBody .kv b{color:#fff}
   .row .t{font-weight:600;color:#fff}
   .row .s{font-size:12px;color:var(--mut)}
   .mono{font-variant-numeric:tabular-nums}
@@ -154,8 +160,20 @@
     </div>
   </div>
 
-  <!-- Colonne droite : alertes -->
+  <!-- Colonne droite : actions rapides + alertes -->
   <div>
+    <div class="panel">
+      <h3>Actions rapides <span class="muted" id="qaTicker" style="text-transform:none;letter-spacing:0"></span></h3>
+      <div class="qa-grid">
+        <button class="btn qa" onclick="qaDigest()">📋 Digest</button>
+        <button class="btn qa" onclick="qaAnalyze()">📊 Analyse</button>
+        <button class="btn qa" onclick="qaPlanQuick()">📐 Plan R:R</button>
+        <button class="btn qa" onclick="qaFundamentals()">📈 Fondamentaux</button>
+        <button class="btn qa" onclick="qaOpportunities()">🔭 Opportunités</button>
+        <button class="btn qa" onclick="qaAlerts()">🔔 Alertes</button>
+      </div>
+      <div class="muted" style="font-size:11px;margin-top:7px">Analyse / Plan / Fondamentaux → sur l'action <b>sélectionnée</b> (clique une ligne ou un titre). Le reste = global.</div>
+    </div>
     <div class="panel">
       <h3>Alertes du jour <select id="alertWatch" style="font-size:11px" onchange="loadAlerts()">
         <option value="all">tous</option><option value="portfolio">portefeuille</option></select></h3>
@@ -204,6 +222,17 @@
   </div>
 </div>
 
+<!-- Modal résultats (actions rapides) -->
+<div class="modal" id="resModal" onclick="if(event.target===this)this.classList.remove('on')">
+  <div class="box" style="min-width:520px;max-width:760px">
+    <h3 style="margin-bottom:10px" id="resTitle">Résultat</h3>
+    <div id="resBody" style="max-height:70vh;overflow:auto">—</div>
+    <div class="controls" style="margin-top:12px">
+      <button class="btn" onclick="document.getElementById('resModal').classList.remove('on')">Fermer</button>
+    </div>
+  </div>
+</div>
+
 <script>
 let CHART, S = {}, SEL=null, PERIOD='6mo', CCY='$';
 const fmt = (n,d=0)=> n==null? '—' : Number(n).toLocaleString('fr-FR',{minimumFractionDigits:d,maximumFractionDigits:d});
@@ -242,6 +271,7 @@ async function loadChart(ticker){
   document.querySelectorAll('.row.sel,tr.sel').forEach(e=>e.classList.remove('sel'));
   document.querySelectorAll('[data-tk="'+ticker+'"]').forEach(e=>e.classList.add('sel'));
   document.getElementById('chartTitle').textContent = ticker + ' · ' + PERIOD;
+  document.getElementById('qaTicker').textContent = '· ' + ticker;
   document.getElementById('techChips').innerHTML='<span class="loading">Chargement…</span>';
   document.getElementById('techSignals').textContent='';
   try{
@@ -418,6 +448,62 @@ async function uploadImport(f){
   finally{ inp.value=''; }
 }
 
+// ── Actions rapides (finlab pur, one-click) ────────────────
+const escapeHtml = s => (s||'').replace(/[&<>]/g,c=>({'&':'&amp;','<':'&lt;','>':'&gt;'}[c]));
+function showRes(title, html){
+  document.getElementById('resTitle').innerHTML=title;
+  document.getElementById('resBody').innerHTML=html;
+  document.getElementById('resModal').classList.add('on');
+}
+function needTicker(){ if(!SEL){ alert("Sélectionne d'abord une action (clique une ligne ou un titre)."); return null; } return SEL; }
+async function qaRun(title, fn){ showRes(title,'<div class="loading">Calcul…</div>'); try{ await fn(); }catch(e){ document.getElementById('resBody').innerHTML='<div class="err">'+e.message+'</div>'; } }
+const setBody = h => document.getElementById('resBody').innerHTML = h;
+
+function qaDigest(){ qaRun('📋 Digest', async()=>{ const d=await api('/api/digest'); setBody('<pre>'+escapeHtml(d.text)+'</pre>'); }); }
+function qaPlanQuick(){ const t=needTicker(); if(!t)return; qaRun('📐 Plan R:R — '+t, async()=>{ const d=await api('/api/plan?ticker='+t); setBody('<pre>'+escapeHtml(d.render)+'</pre>'); }); }
+function qaOpportunities(){ qaRun('🔭 Opportunités (haussières)', async()=>{ const d=await api('/api/scan?theme=all&bullish=true'); setBody(scanTable(d.rows)); }); }
+function qaAlerts(){ qaRun('🔔 Alertes du jour', async()=>{ const d=await api('/api/alerts?watch=all'); setBody(alertsHtml(d.hits)); }); }
+function qaFundamentals(){ const t=needTicker(); if(!t)return; qaRun('📈 Fondamentaux — '+t, async()=>{ const d=await api('/api/fundamentals?ticker='+t); setBody(fundHtml(d.snapshot)); }); }
+function qaAnalyze(){ const t=needTicker(); if(!t)return; qaRun('📊 Analyse — '+t, async()=>{ const d=await api('/api/analyze?ticker='+t); setBody(analyzeHtml(d)); }); }
+
+const kvRow = (k,v) => `<div class="kv"><span class="muted">${k}</span><b>${v==null?'—':v}</b></div>`;
+function fundHtml(f){
+  if(!f||f.error) return '<div class="err">'+((f&&f.error)||'indisponible')+'</div>';
+  return [['Nom',f.nom],['Secteur',f.secteur],['Cours',f.cours],['PER',f.PER],['PER fwd',f.PER_fwd],
+    ['PEG',f.PEG],['P/S',f['P/S']],['P/B',f['P/B']],['Marge nette %',f['marge_nette_%']],['ROE %',f['ROE_%']],
+    ['Croiss. CA %',f['croiss_CA_%']],['Dette/FP',f['dette/FP']],['Div %',f['div_%']],['Capi',f.capi],
+    ['Reco analystes',f.reco],['Cible moy.',f.cible_moy]].map(([k,v])=>kvRow(k,v)).join('');
+}
+function techHtml(t){
+  if(!t||t.error) return '<div class="err">'+((t&&t.error)||'indisponible')+'</div>';
+  const mc=t.MACD==='haussier'?'pos':'neg', rc=t.RSI14>=70?'neg':(t.RSI14<=30?'pos':'');
+  return `<div class="chiprow">
+    <span class="chip">Cours <b>${t.cours}</b></span><span class="chip">RSI <b class="${rc}">${t.RSI14}</b></span>
+    <span class="chip">MACD <b class="${mc}">${t.MACD}</b></span><span class="chip">MM50 <b>${t.MM50}</b></span>
+    <span class="chip">MM200 <b>${t.MM200??'—'}</b></span><span class="chip">Volatilité <b>${t['vol_%']}%</b></span></div>
+    <div class="signals">▸ ${(t.signaux||[]).join('  ·  ')}</div>`;
+}
+function analyzeHtml(d){
+  return `<h4 style="margin:4px 0 8px">Technique</h4>${techHtml(d.technical)}
+    <h4 style="margin:14px 0 6px">Fondamental</h4>${fundHtml(d.fundamental)}
+    <h4 style="margin:14px 0 6px">Plan R:R</h4>${d.plan_render?'<pre>'+escapeHtml(d.plan_render)+'</pre>':'<div class="muted">—</div>'}`;
+}
+function scanTable(rows){
+  if(!rows||!rows.length) return '<div class="muted">Aucun résultat.</div>';
+  return '<table><thead><tr><th>Tkr</th><th>Cours</th><th>Sem%</th><th>RSI</th><th>M</th><th>Biais</th></tr></thead><tbody>'
+   + rows.map(r=>`<tr style="cursor:pointer" onclick="loadChart('${r.ticker}');document.getElementById('resModal').classList.remove('on')">
+       <td class="t">${r.ticker}</td><td class="mono">${r.cours??'—'}</td><td class="mono">${r['range_sem_%']??'—'}</td>
+       <td class="mono">${r.RSI??'—'}</td><td class="${r.MACD==='↑'?'pos':'neg'}">${r.MACD??''}</td>
+       <td style="text-align:left;font-size:11px">${biasFmt(r.biais)}</td></tr>`).join('')+'</tbody></table>';
+}
+function alertsHtml(hits){
+  if(!hits||!hits.length) return '<div class="muted">Aucune alerte aujourd\'hui.</div>';
+  return hits.map(h=>{ const up=/hausse|survente|rebond|haussier|golden/i.test(h.alerte);
+    return `<div class="alert"><div class="dot" style="background:${up?'var(--up)':'var(--down)'}"></div>
+      <div style="flex:1"><b>${h.ticker}</b> <span class="muted">${h.alerte}</span></div><span class="mono">${h.prix}</span></div>`;
+  }).join('');
+}
+
 // ── Chaîne de valeur IA (couches) ──────────────────────────
 const LAYER_META = {
   energy_power:           {ic:'⚡', lb:'Énergie',            ds:'alimente les datacenters'},
diff --git a/tools/finlab/finlab/fundamental.py b/tools/finlab/finlab/fundamental.py
index 76a0ed7..2ba103d 100644
--- a/tools/finlab/finlab/fundamental.py
+++ b/tools/finlab/finlab/fundamental.py
@@ -53,8 +53,7 @@ def compare(symbols: list[str]) -> pd.DataFrame:
 
 
 def compare_portfolio() -> pd.DataFrame:
-    pf = data.load_portfolio()
-    return compare([p["ticker"] for p in pf["positions"]])
+    return compare(data.portfolio_tickers())
 
 
 if __name__ == "__main__":