'use strict'; // ── SOURCE CONFIG — mirrors Python cache windows ─────────────────────────────── const RS_SOURCES = [ { key:'etf_pro', label:'ETF Pro', cache:2, freq:'daily', stage:1 }, { key:'ham_holdings', label:'HAM Holdings', cache:2, freq:'daily', stage:1 }, { key:'rta', label:'RTA Trades', cache:2, freq:'daily', stage:1 }, { key:'macro_show', label:'Macro Show', cache:2, freq:'daily', stage:2 }, { key:'msr', label:'MSR / Game Plan', cache:2, freq:'daily', stage:2 }, { key:'sss', label:'Signal Strength', cache:2, freq:'daily', stage:2 }, { key:'momo', label:'MOMO Tracker', cache:2, freq:'daily', stage:2 }, { key:'early_look', label:'Early Look', cache:2, freq:'daily', stage:2 }, { key:'portfolio', label:'Portfolio', cache:2, freq:'daily', stage:2 }, { key:'btc', alias:'crypto', label:'Crypto / BTC', cache:2, freq:'daily', stage:2 }, { key:'call_summary', label:'Call Summary', cache:2, freq:'daily', stage:2 }, { key:'macro_show_notes', label:'Show Notes', cache:2, freq:'daily', stage:2 }, { key:'investing_ideas', label:'Investing Ideas', cache:14, freq:'weekly', stage:2 }, { key:'founders_choice', label:'Founders Choice', cache:14, freq:'weekly', stage:2 }, { key:'from_desk', label:'From the Desk', cache:14, freq:'weekly', stage:2 }, { key:'macro_research', alias:'gip', label:'Macro Research', cache:null, freq:'special', stage:2 }, ]; // ── HELPERS ─────────────────────────────────────────────────────────────────── function rsFmtTs(iso) { if (!iso) return '—'; try { return new Date(iso).toLocaleString('en-US', { month:'short', day:'numeric', hour:'numeric', minute:'2-digit' }); } catch { return iso.slice(0, 16); } } function rsAgeDays(iso) { if (!iso) return Infinity; return (Date.now() - new Date(iso).getTime()) / 86400000; } function rsTrunc(s, n = 36) { if (!s) return '—'; return s.length > n ? s.slice(0, n - 1) + '…' : s; } // resolve source ID / PDF data accounting for legacy key aliases function rsSid(src, sourcesUsed) { return sourcesUsed[src.key] ?? sourcesUsed[src.alias] ?? null; } function rsPdf(src, pdf) { return pdf[src.key] ?? pdf[src.alias] ?? null; } function rsStatus(sid, cacheDays, genAt) { if (!sid) return { icon:'🔴', label:'Missing', color:'#C53030' }; if (cacheDays === null) return { icon:'✅', label:'No expiry', color:'#276749' }; const age = rsAgeDays(genAt); if (age > cacheDays) return { icon:'🔴', label:`${Math.floor(age)}d old`, color:'#C53030' }; if (age > cacheDays * 0.5) return { icon:'⚠️', label:`${age.toFixed(1)}d / ${cacheDays}d`, color:'#B7791F' }; return { icon:'✅', label:'Fresh', color:'#276749' }; } function rsKeyData(src, data) { const pdf = data.pdf || {}; const d = rsPdf(src, pdf); switch (src.key) { case 'etf_pro': return `${(data.etf_rerank||[]).length} tickers · ${(data.active_longs||[]).length}L / ${(data.active_shorts||[]).length}S`; case 'ham_holdings': return `${(data.ham_holdings||[]).length} holdings`; case 'rta': { const rt = data.rta || {}; const wr = rt.stats?.win_rate_long; return `${(rt.recent_trades||[]).length} trades 90d · win ${wr != null ? (wr * 100).toFixed(0) + '%' : '—'}`; } case 'macro_show': { if (!d) return '—'; const q = d.quad || {}; return `Quad ${q.monthly ?? '?'}/${q.quarterly ?? '?'} · VIX ${d.vix?.current ?? '—'} ${d.vix?.bucket ?? ''}`; } case 'msr': return d ? `Gamma ${d.gamma_exposure ?? '—'} · ${d.strategic_allocation ?? '—'}` : '—'; case 'sss': return d ? `${d.count ?? '—'} tickers · +${(d.added||[]).length} added · −${(d.removed||[]).length} removed` : '—'; case 'momo': return d ? `${Object.keys(d).length} tickers` : '—'; case 'early_look': return d ? `VIX ${d.vix_level ?? '—'} · ${(d.keith_notes||[]).length} notes` : '—'; case 'portfolio': return d ? `${(d.positions||[]).length} positions` : '—'; case 'btc': { if (!d) return '—'; const b = d.BTC || {}; return `BTC ${b.signal ?? '—'} ${b.lrr ?? ''}–${b.trr ?? ''}`; } case 'call_summary': return d ? `${(d.key_points||[]).length} points · Quad ${d.quad ?? '—'}` : '—'; case 'macro_show_notes': return d ? `${(d.key_points||[]).length} key points` : '—'; case 'investing_ideas': return d ? `${Object.keys(d.longs||{}).length}L / ${Object.keys(d.shorts||{}).length}S` : '—'; case 'founders_choice': { if (!d) return '—'; return Object.entries(d).map(([s, v]) => `${s}: ${(v.longs||[]).length}L/${(v.shorts||[]).length}S`).join(' · ') || '—'; } case 'from_desk': return d ? `${d.risk_tone ?? '—'} · ${(d.key_points||[]).length} points` : '—'; case 'macro_research': return d ? `CPI ${d.cpi_nowcast ?? '—'}% ${d.cpi_trend ?? ''} · Quad ${d.monthly_quad ?? '—'}` : '—'; default: return '—'; } } // ── SHARED MINI-COMPONENTS ──────────────────────────────────────────────────── const SIGNAL_COLORS = { BULLISH: { bg:'#EAF3DE', color:'#276749' }, BEARISH: { bg:'#FFF5F5', color:'#C53030' }, NEUTRAL: { bg:'#EDF2F7', color:'#2C5282' }, RISK_ON: { bg:'#EAF3DE', color:'#276749' }, RISK_OFF: { bg:'#FFF5F5', color:'#C53030' }, }; const QUAD_COLORS = { 1:{ bg:'#EBF8FF', color:'#2B6CB0' }, 2:{ bg:'#EAF3DE', color:'#276749' }, 3:{ bg:'#FFF5F5', color:'#C53030' }, 4:{ bg:'#FFFFF0', color:'#744210' }, }; function RSBadge({ v, colorMap }) { const cfg = (colorMap || SIGNAL_COLORS)[v] || { bg:'#F4F3EF', color:'#888' }; return ( {v ?? '—'} ); } function RSKv({ label, value, mono, color }) { return (
{label} {value ?? '—'}
); } function RSSection({ children }) { return
{children}
; } function RSSectionTitle({ children }) { return (
{children}
); } function RSCollapsible({ title, badge, defaultOpen = false, children }) { const [open, setOpen] = React.useState(defaultOpen); return (
setOpen(!open)} style={{ display:'flex', alignItems:'center', justifyContent:'space-between', padding:'8px 14px', background:'#fff', cursor:'pointer', userSelect:'none' }}>
{title} {badge && ( {badge} )}
{open ? '▲' : '▼'}
{open && (
{children}
)}
); } // ── EXTRACTED DATA PANELS ───────────────────────────────────────────────────── function MacroStatePanel({ data }) { const ms = data.pdf?.macro_show || {}; const msr = data.pdf?.msr || {}; const gip = data.pdf?.macro_research || data.pdf?.gip || {}; const q = ms.quad || {}; const fq = gip.forward_quads || {}; return (
QUAD / REGIME : null} /> : null} /> {ms.high_beta_1m != null && 0 ? '+' : ''}${ms.high_beta_1m}%`} color={ms.high_beta_1m > 0 ? '#276749' : '#C53030'} />} {ms.low_beta_1m != null && 0 ? '+' : ''}${ms.low_beta_1m}%`} color={ms.low_beta_1m > 0 ? '#276749' : '#C53030'} />} MARKET STRUCTURE {ms.vix?.current != null && } {msr.strategic_allocation && } />} {msr.gamma_exposure && } {msr.systematic_flow && } {msr.pv_band && } {msr.realized_vol_10d != null && } {msr.gvt != null && } {(gip.cpi_nowcast != null || Object.keys(fq).length > 0) && (
CPI / GIP NOWCAST
{gip.cpi_nowcast != null && } {gip.cpi_trend && }
{Object.keys(fq).length > 0 && (
{Object.entries(fq).map(([qtr, v]) => (
{qtr}
GDP {v.gdp_qoq != null ? `${v.gdp_qoq}%` : '—'} · CPI {v.cpi_yoy != null ? `${v.cpi_yoy}%` : '—'}
))}
)}
)} {(ms.keith_commentary || []).length > 0 && (
KEITH COMMENTARY {ms.keith_commentary.map((b, i) => (
· {b}
))}
)}
); } function SSSPanel({ data }) { const s = data.pdf?.sss; if (!s) return No SSS data extracted.; return (
{(s.tickers || []).length > 0 && ( <> ALL TICKERS ({s.tickers.length})
{s.tickers.map(t => ( {t} ))}
)}
); } function InvestingIdeasPanel({ data }) { const ii = data.pdf?.investing_ideas; if (!ii) return No Investing Ideas data extracted.; const sides = [ ['LONGS', Object.entries(ii.longs || {}), '#276749', '#EAF3DE'], ['SHORTS', Object.entries(ii.shorts || {}), '#C53030', '#FFF5F5'], ]; return (
{sides.map(([side, entries, color, bg]) => (
{side} ({entries.length}) {entries.map(([ticker, pos]) => (
{ticker} {pos.lrr}–{pos.trr}
{pos.thesis &&

{pos.thesis}

}
))}
))}
); } function MomoPanel({ data }) { const m = data.pdf?.momo; if (!m) return No MOMO Tracker data extracted.; return (
{Object.entries(m).map(([ticker, d]) => (
{ticker}
{d.lrr} – {d.trr}
{d.close != null && (
close {d.close}
)}
))}
); } function ETFPositionsPanel({ data }) { const longs = data.active_longs || []; const shorts = data.active_shorts || []; const sides = [['LONGS', longs, '#276749', '#EAF3DE'], ['SHORTS', shorts, '#C53030', '#FFF5F5']]; return (
{sides.map(([side, entries, color, bg]) => (
{side} ({entries.length})
{entries.map(e => ( {e.ticker} ))}
))}
); } function CryptoPanel({ data }) { const c = data.pdf?.btc || data.pdf?.crypto; if (!c) return No crypto data extracted.; return (
{Object.entries(c).map(([sym, d]) => (
{sym}
{d.lrr != null ? d.lrr.toLocaleString() : '—'} – {d.trr != null ? d.trr.toLocaleString() : '—'}
))}
); } function ShowNotesPanel({ data }) { const n = data.pdf?.macro_show_notes; if (!n) return No notes extracted.; const rows = [ ['KEY POINTS', n.key_points, '#1A4D8F'], ['POSITIONING CHANGES', n.positioning_changes, '#B7791F'], ["KEITH'S WATCHING", n.keith_watching, '#276749'], ]; return (
{rows.map(([title, items, color]) => (
{title} {!(items || []).length ? None : (items || []).map((pt, i) => (
· {pt}
)) }
))}
); } // ── SOURCE STATUS TABLE ROW ─────────────────────────────────────────────────── function RSRow({ src, sourcesUsed, data, genAt }) { const sid = rsSid(src, sourcesUsed); const st = rsStatus(sid, src.cache, genAt); const kd = rsKeyData(src, data); // display filename: first part of pipe-joined multi-file sources let dispFile = '—'; if (sid) { const parts = sid.split('|'); dispFile = rsTrunc(parts[0], 36) + (parts.length > 1 ? ` +${parts.length - 1}` : ''); } const freqColor = src.freq === 'weekly' ? '#2C5282' : src.freq === 'special' ? '#744210' : '#276749'; return (
{src.label}
{src.freq} s{src.stage}
{dispFile} {rsFmtTs(genAt)} {st.icon} {st.label} {kd} ); } // ── MAIN TAB ────────────────────────────────────────────────────────────────── function ResearchStatusTab() { const [ctx, setCtx] = React.useState(null); const [loading, setLoading] = React.useState(true); const [loadErr, setLoadErr] = React.useState(null); React.useEffect(() => { fetch('./data/macro_context.json?t=' + Date.now()) .then(r => { if (!r.ok) throw new Error(`HTTP ${r.status}`); return r.json(); }) .then(d => { setCtx(d); setLoading(false); }) .catch(e => { setLoadErr(e.message); setLoading(false); }); }, []); if (loading) return (
); if (loadErr) return (
Failed to load macro_context.json: {loadErr}
); if (!ctx) return null; const sourcesUsed = ctx.sources_used || {}; const genAt = ctx.generated_at; const pdf = ctx.pdf || {}; const hasPdf = Object.keys(pdf).length > 0; // Overall banner let staleCnt = 0, missingCnt = 0; for (const src of RS_SOURCES) { const { icon } = rsStatus(rsSid(src, sourcesUsed), src.cache, genAt); if (icon === '🔴') { if (!rsSid(src, sourcesUsed)) missingCnt++; else staleCnt++; } else if (icon === '⚠️') staleCnt++; } const issueCount = staleCnt + missingCnt; const allGreen = issueCount === 0; const bannerBg = issueCount > 3 ? '#FFF5F5' : issueCount > 0 ? '#FFFFF0' : '#EAF3DE'; const bannerClr = issueCount > 3 ? '#C53030' : issueCount > 0 ? '#B7791F' : '#276749'; const bannerIcon = allGreen ? '✅' : issueCount > 3 ? '🔴' : '⚠️'; const bannerMsg = allGreen ? `All sources fresh — last updated ${rsFmtTs(genAt)}` : `${issueCount} source${issueCount !== 1 ? 's' : ''} stale or missing — run update_levels.ps1 to refresh`; return (
{/* FRESHNESS BANNER */}
{bannerIcon} {bannerMsg}
{/* PIPELINE HEADER CARDS */}
{[ ['LAST UPDATED', rsFmtTs(genAt)], ['SOURCE DATE', ctx.source_date || '—'], ['PDF SOURCES', hasPdf ? `${Object.keys(pdf).length} extracted` : 'Stage 1 only'], ['STATUS', allGreen ? 'All green' : `${issueCount} issue${issueCount !== 1 ? 's' : ''}`], ].map(([lbl, val]) => (
{lbl}
{val}
))}
{/* SOURCE STATUS TABLE */}
SOURCE STATUS
{['Source', 'Last File Used', 'Extracted', 'Status', 'Key Data'].map(h => ( ))} {RS_SOURCES.map(src => ( ))}
{h}
{/* KEY EXTRACTED DATA PANELS */} {hasPdf ? (
KEY EXTRACTED DATA
{ const q = pdf.macro_show?.quad || {}; const b = pdf.macro_show?.vix?.bucket; return `Quad ${q.monthly ?? '?'}/${q.quarterly ?? '?'}${b ? ' · ' + b : ''}`; })()}> {pdf.sss && ( )} {pdf.investing_ideas && ( )} {pdf.momo && ( )} {(pdf.btc || pdf.crypto) && ( )} {pdf.macro_show_notes && ( )}
) : (
PDF extraction has not run yet. Execute{' '} update_levels.ps1{' '} without --stage1-only{' '} to extract PDF data.
)}
); }