feat(macro): deploy Macro Indicators Vault (Phase 4) with hybrid override and sparklines

This commit is contained in:
Antigravity Agent
2026-06-12 12:29:06 +02:00
parent 36ac9e8397
commit 8f0e887b9c
5 changed files with 891 additions and 26 deletions

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@@ -0,0 +1,407 @@
'use client';
import React, { useState, useEffect, useMemo } from 'react';
import { LineChart, Line, ResponsiveContainer } from 'recharts';
import 'katex/dist/katex.min.css';
import MacroMathModal from './MacroMathModal';
import {
TrendingUp, Landmark, AlertCircle, BookOpen, Percent,
ArrowDownRight, ArrowUpRight, Minus, Activity, ShieldAlert, Coins
} from 'lucide-react';
interface IndicatorDataPoint {
date: string;
value: number;
}
interface MacroIndicator {
name: string;
unit: string;
category: string;
current: number;
previous: number;
trend: 'UP' | 'DOWN' | 'FLAT';
data: IndicatorDataPoint[];
}
interface MacroDataPayload {
dates: string[];
indicators: Record<string, MacroIndicator>;
liveDataAvailable: boolean;
timestamp: number;
}
export default function MacroIndicatorsDemo() {
const [loading, setLoading] = useState(true);
const [error, setError] = useState<string | null>(null);
const [payload, setPayload] = useState<MacroDataPayload | null>(null);
const [isMathModalOpen, setIsMathModalOpen] = useState(false);
useEffect(() => {
const fetchIndicators = async () => {
setLoading(true);
setError(null);
try {
const response = await fetch('/api/macro/indicators');
if (response.ok) {
const data = await response.json();
setPayload(data);
} else {
setError('Fehler beim Abruf der makroökonomischen Indikatoren.');
}
} catch (err) {
console.error('Fetch macro indicators error:', err);
setError('Netzwerkfehler beim Laden der Makroökonomischen Daten.');
} finally {
setLoading(false);
}
};
fetchIndicators();
}, []);
// Compute Fed Net Liquidity Proxy dynamically across the 24 months
// Formula: Net Liquidity = Fed Assets (T$) - TGA (B$/1000) - RRP (B$/1000)
const netLiquidityIndicator = useMemo(() => {
if (!payload?.indicators?.fedBalanceSheet || !payload?.indicators?.tga || !payload?.indicators?.rrp) {
return null;
}
const fedBalance = payload.indicators.fedBalanceSheet;
const tga = payload.indicators.tga;
const rrp = payload.indicators.rrp;
const netLiquidityData: IndicatorDataPoint[] = fedBalance.data.map((point, idx) => {
const assets = point.value;
const tgaVal = tga.data[idx]?.value || 0;
const rrpVal = rrp.data[idx]?.value || 0;
// Convert B$ to T$
const liq = assets - (tgaVal + rrpVal) / 1000;
return {
date: point.date,
value: parseFloat(liq.toFixed(3))
};
});
const len = netLiquidityData.length;
const current = netLiquidityData[len - 1].value;
const previous = netLiquidityData[len - 2].value;
let trend: 'UP' | 'DOWN' | 'FLAT' = 'FLAT';
if (current > previous) trend = 'UP';
if (current < previous) trend = 'DOWN';
return {
name: 'Federal Reserve Net Liquidity Proxy',
unit: 'T$',
category: 'Zentralbanken & Liquidität',
current,
previous,
trend,
data: netLiquidityData
} as MacroIndicator;
}, [payload]);
if (loading) {
return (
<div className="bg-slate-900/60 backdrop-blur-md border border-slate-800 rounded-2xl p-8 text-slate-100 shadow-xl min-h-[450px] flex flex-col items-center justify-center space-y-4">
<div className="w-10 h-10 rounded-full border-2 border-indigo-500 border-t-transparent animate-spin" />
<div className="text-slate-400 text-sm font-mono animate-pulse">Lade makroökonomisches Datenarchiv...</div>
</div>
);
}
if (error || !payload) {
return (
<div className="bg-slate-900/60 backdrop-blur-md border border-slate-800 rounded-2xl p-6 text-slate-100 shadow-xl min-h-[400px] flex items-center justify-center">
<div className="text-rose-400 font-semibold flex items-center gap-2">
<AlertCircle className="w-5 h-5" /> {error || 'Fehler beim Laden.'}
</div>
</div>
);
}
const indicators = payload.indicators;
// Helper to color trends/values based on macroeconomic threshold rules
const getValHighlightClass = (key: string, val: number, trend: string) => {
if (key === 'hySpread') {
return val > 5.0 ? 'text-rose-400 font-bold animate-pulse' : 'text-slate-100';
}
if (key === 'yieldSpread') {
return val < 0.0 ? 'text-rose-500 font-bold' : 'text-emerald-400';
}
if (key === 'cpiYoY' || key === 'coreCpi') {
if (val <= 2.5) return 'text-emerald-400 font-semibold';
if (val >= 3.0) return 'text-amber-400';
}
if (key === 'm2' && trend === 'DOWN') {
return 'text-rose-400';
}
if (key === 'rrp' && val < 400) {
return 'text-rose-400';
}
return 'text-slate-100';
};
// Helper for trend icons
const renderTrendIcon = (trend: 'UP' | 'DOWN' | 'FLAT', key: string) => {
const baseClass = "w-4 h-4 inline-block align-middle";
if (trend === 'UP') {
const isBad = key === 'cpiYoY' || key === 'coreCpi' || key === 'ppi' || key === 'unemployment' || key === 'joblessClaims' || key === 'hySpread';
return <ArrowUpRight className={`${baseClass} ${isBad ? 'text-rose-400' : 'text-emerald-400'}`} />;
}
if (trend === 'DOWN') {
const isBad = key === 'nfp' || key === 'fedFunds' || key === 'fedBalanceSheet' || key === 'm2' || key === 'rrp' || key === 'tga';
return <ArrowDownRight className={`${baseClass} ${isBad ? 'text-rose-400' : 'text-emerald-400'}`} />;
}
return <Minus className={`${baseClass} text-slate-500`} />;
};
return (
<div className="space-y-6">
{/* ⚠️ Dynamic Rate-Limit Override Warning Banner */}
{!payload.liveDataAvailable && (
<div className="bg-rose-950/40 border border-rose-800/80 text-rose-400 text-xs rounded-xl p-4 flex items-center gap-3 shadow-[0_0_15px_rgba(244,63,94,0.15)]">
<AlertCircle className="w-5 h-5 text-rose-400 shrink-0" />
<div className="flex-1">
<span className="font-bold font-mono uppercase tracking-wider block mb-0.5">[ API Limit - Historical Archive Active]</span>
Der Echtzeit-Datenabruf (Juni 2026) ist aufgrund von Ratenbeschränkungen (FMP HTTP 429) gedrosselt. Das System operiert im sicheren, gepufferten historischen Archiv-Modus.
</div>
</div>
)}
{/* SECTION 1: Header & Control Bar */}
<div className="bg-slate-900/60 backdrop-blur-md border border-slate-800 rounded-2xl p-6 text-slate-100 shadow-xl relative overflow-hidden">
<div className="absolute top-0 right-0 w-32 h-32 bg-indigo-500/10 rounded-full blur-3xl -z-10" />
<div className="flex flex-col md:flex-row justify-between items-start md:items-center gap-4">
<div className="space-y-1">
<span className="text-indigo-400 text-xs font-semibold uppercase tracking-wider">Macroeconomics Silo</span>
<h2 className="text-2xl font-extrabold text-white flex items-center gap-2">
<Landmark className="text-indigo-400 w-6 h-6" /> Makroökonomische Indikatoren & Kredit-Silo
</h2>
<p className="text-xs text-slate-400">
Analysiert Zyklen, Liquiditätsflüsse und Zinskurven über die letzten 24 Monate.
</p>
</div>
<div className="flex items-center gap-3 w-full md:w-auto justify-end">
<button
onClick={() => setIsMathModalOpen(true)}
className="flex items-center gap-1.5 px-4 py-2.5 rounded-xl bg-slate-950/80 hover:bg-slate-900 border border-slate-800 hover:border-slate-700 transition-all font-semibold text-xs tracking-wider text-indigo-400 w-full md:w-auto justify-center h-11 cursor-pointer"
>
<BookOpen className="w-4 h-4" />
<span>📖 Modulerklärung</span>
</button>
<div className="bg-slate-950/80 border border-slate-800 rounded-xl px-4 py-2 text-right shrink-0 h-11 flex flex-col justify-center">
<div className="text-[9px] text-slate-500 uppercase font-mono">Letztes Update</div>
<div className="font-mono text-xs text-slate-300">
{new Date(payload.timestamp).toLocaleTimeString()}
</div>
</div>
</div>
</div>
</div>
{/* SECTION 2: Economic Data 3-Grid Panels */}
<div className="grid grid-cols-1 lg:grid-cols-3 gap-6">
{/* PANEL 1: Inflation & Wachstum */}
<div className="bg-slate-900/60 backdrop-blur-md border border-slate-800 rounded-2xl p-5 text-slate-100 shadow-xl space-y-4">
<div className="border-b border-slate-800 pb-3 flex items-center justify-between">
<h3 className="font-bold text-sm text-white flex items-center gap-2">
<Activity className="w-4 h-4 text-emerald-400" /> Inflation & Wachstum
</h3>
<span className="text-[10px] bg-emerald-500/10 text-emerald-400 border border-emerald-500/20 px-2 py-0.5 rounded font-mono font-bold">Real-Data</span>
</div>
<div className="space-y-4">
{Object.entries(indicators)
.filter(([_, ind]) => ind.category === 'Inflation & Wachstum')
.map(([key, ind]) => (
<div key={key} className="bg-slate-950/40 border border-slate-850 rounded-xl p-3 flex justify-between items-center hover:bg-slate-950/60 transition-colors">
<div className="space-y-0.5 max-w-[130px]">
<div className="text-xs font-semibold text-slate-200 truncate" title={ind.name}>{ind.name}</div>
<div className="text-[9px] text-slate-500 font-mono">Vorherig: {ind.previous}{ind.unit}</div>
</div>
{/* Micro Recharts Sparkline */}
<div className="w-20 h-8">
<ResponsiveContainer width="100%" height="100%">
<LineChart data={ind.data}>
<Line
type="monotone"
dataKey="value"
stroke={ind.trend === 'UP' ? '#f43f5e' : '#10b981'}
strokeWidth={1.5}
dot={false}
/>
</LineChart>
</ResponsiveContainer>
</div>
<div className="text-right">
<div className={`font-mono text-sm font-bold ${getValHighlightClass(key, ind.current, ind.trend)}`}>
{ind.current}{ind.unit}
</div>
<div className="text-[9px] flex items-center justify-end gap-0.5">
{renderTrendIcon(ind.trend, key)}
<span className="text-slate-500 font-mono capitalize">{ind.trend.toLowerCase()}</span>
</div>
</div>
</div>
))}
</div>
</div>
{/* PANEL 2: Zentralbanken & Liquidität */}
<div className="bg-slate-900/60 backdrop-blur-md border border-slate-800 rounded-2xl p-5 text-slate-100 shadow-xl space-y-4">
<div className="border-b border-slate-800 pb-3 flex items-center justify-between">
<h3 className="font-bold text-sm text-white flex items-center gap-2">
<Coins className="w-4 h-4 text-indigo-400" /> Zentralbanken & Liquidität
</h3>
<span className="text-[10px] bg-indigo-500/10 text-indigo-400 border border-indigo-500/20 px-2 py-0.5 rounded font-mono font-bold">M2 / RRP / TGA</span>
</div>
<div className="space-y-4">
{/* Fed Funds, ECB Refi, Fed Assets, M2, RRP, TGA */}
{Object.entries(indicators)
.filter(([_, ind]) => ind.category === 'Zentralbanken & Liquidität')
.map(([key, ind]) => (
<div key={key} className="bg-slate-950/40 border border-slate-850 rounded-xl p-3 flex justify-between items-center hover:bg-slate-950/60 transition-colors">
<div className="space-y-0.5 max-w-[130px]">
<div className="text-xs font-semibold text-slate-200 truncate" title={ind.name}>{ind.name}</div>
<div className="text-[9px] text-slate-500 font-mono">Vorherig: {ind.previous}{ind.unit}</div>
</div>
{/* Micro Recharts Sparkline */}
<div className="w-20 h-8">
<ResponsiveContainer width="100%" height="100%">
<LineChart data={ind.data}>
<Line
type="monotone"
dataKey="value"
stroke={key === 'rrp' || key === 'fedBalanceSheet' ? '#f43f5e' : '#10b981'}
strokeWidth={1.5}
dot={false}
/>
</LineChart>
</ResponsiveContainer>
</div>
<div className="text-right">
<div className={`font-mono text-sm font-bold ${getValHighlightClass(key, ind.current, ind.trend)}`}>
{ind.current}{ind.unit}
</div>
<div className="text-[9px] flex items-center justify-end gap-0.5">
{renderTrendIcon(ind.trend, key)}
<span className="text-slate-500 font-mono capitalize">{ind.trend.toLowerCase()}</span>
</div>
</div>
</div>
))}
{/* Dynamic Calculated Net Liquidity Proxy Row */}
{netLiquidityIndicator && (
<div className="bg-indigo-950/20 border border-indigo-900/50 rounded-xl p-3 flex justify-between items-center hover:bg-indigo-950/30 transition-colors">
<div className="space-y-0.5 max-w-[130px]">
<div className="text-xs font-bold text-indigo-300 truncate" title={netLiquidityIndicator.name}>
Net Fed Liquidity
</div>
<div className="text-[9px] text-indigo-400/70 font-mono">Vorherig: {netLiquidityIndicator.previous}{netLiquidityIndicator.unit}</div>
</div>
{/* Micro Recharts Sparkline */}
<div className="w-20 h-8">
<ResponsiveContainer width="100%" height="100%">
<LineChart data={netLiquidityIndicator.data}>
<Line
type="monotone"
dataKey="value"
stroke="#818cf8"
strokeWidth={2}
dot={false}
/>
</LineChart>
</ResponsiveContainer>
</div>
<div className="text-right">
<div className="font-mono text-sm font-extrabold text-indigo-300">
{netLiquidityIndicator.current}{netLiquidityIndicator.unit}
</div>
<div className="text-[9px] flex items-center justify-end gap-0.5">
{renderTrendIcon(netLiquidityIndicator.trend, 'netLiquidity')}
<span className="text-indigo-400 font-mono capitalize">{netLiquidityIndicator.trend.toLowerCase()}</span>
</div>
</div>
</div>
)}
</div>
</div>
{/* PANEL 3: Kredit- & Anleihemarkt */}
<div className="bg-slate-900/60 backdrop-blur-md border border-slate-800 rounded-2xl p-5 text-slate-100 shadow-xl space-y-4">
<div className="border-b border-slate-800 pb-3 flex items-center justify-between">
<h3 className="font-bold text-sm text-white flex items-center gap-2">
<ShieldAlert className="w-4 h-4 text-rose-400" /> Kredit- & Anleihemarkt
</h3>
<span className="text-[10px] bg-rose-500/10 text-rose-400 border border-rose-500/20 px-2 py-0.5 rounded font-mono font-bold">Zinskurven & Spreads</span>
</div>
<div className="space-y-4">
{Object.entries(indicators)
.filter(([_, ind]) => ind.category === 'Kredit- & Anleihemarkt')
.map(([key, ind]) => (
<div key={key} className="bg-slate-950/40 border border-slate-850 rounded-xl p-3 flex justify-between items-center hover:bg-slate-950/60 transition-colors">
<div className="space-y-0.5 max-w-[130px]">
<div className="text-xs font-semibold text-slate-200 truncate" title={ind.name}>{ind.name}</div>
<div className="text-[9px] text-slate-500 font-mono">Vorherig: {ind.previous}{ind.unit}</div>
</div>
{/* Micro Recharts Sparkline */}
<div className="w-20 h-8">
<ResponsiveContainer width="100%" height="100%">
<LineChart data={ind.data}>
<Line
type="monotone"
dataKey="value"
stroke={key === 'yieldSpread' && ind.current < 0 ? '#f43f5e' : '#10b981'}
strokeWidth={1.5}
dot={false}
/>
</LineChart>
</ResponsiveContainer>
</div>
<div className="text-right">
<div className={`font-mono text-sm font-bold ${getValHighlightClass(key, ind.current, ind.trend)}`}>
{ind.current}{ind.unit}
</div>
<div className="text-[9px] flex items-center justify-end gap-0.5">
{renderTrendIcon(ind.trend, key)}
<span className="text-slate-500 font-mono capitalize">{ind.trend.toLowerCase()}</span>
</div>
</div>
</div>
))}
</div>
</div>
</div>
{/* SECTION 3: Dynamic Macro analysis and explanation */}
<div className="bg-slate-900/60 backdrop-blur-md border border-slate-800 rounded-2xl p-6 text-slate-100 shadow-xl space-y-4">
<h3 className="font-bold text-sm text-slate-200">Systemische Macro- & Kreditmarkt-Analyse</h3>
<p className="text-xs text-slate-400 leading-relaxed">
Zinskurveninversionen (z. B. wenn der <span className="text-indigo-400 font-semibold font-mono">2S10S-Yield-Spread</span> negativ ist) gelten historisch als zuverlässige Vorläufer ökonomischer Kontraktionen. Derzeit un-invertiert die Kurve (<span className="text-emerald-400 font-bold font-mono">+{indicators.yieldSpread?.current.toFixed(2)}%</span>), was oft kurz vor oder während einer konjunkturellen Anpassungsphase auftritt. Gleichzeitig zeigt der Kreditmarkt mit einem High-Yield Credit Spread von <span className="text-slate-300 font-bold font-mono">{indicators.hySpread?.current}%</span> ein ruhiges, risikoarmes Bild.
Monetäre Liquidität (<span className="font-bold text-indigo-300 font-mono">Net Fed Liquidity Proxy: {netLiquidityIndicator?.current} T$</span>) wirkt als zentraler Impulsgeber: Ein Anstieg des TGA-Volumens oder der RRP-Nutzung zieht freie Liquidität aus dem Bankensystem ab (Bremswirkung für Aktien/Krypto), während ein Abbau dieser Posten zusätzliche Liquidität freisetzt (Rückenwind für Risk Assets).
</p>
</div>
<MacroMathModal isOpen={isMathModalOpen} onClose={() => setIsMathModalOpen(false)} />
</div>
);
}