Closes #011 - Refactor Smart Money tab and extend DEV_MODE shield

2026-06-12 21:24:01 +02:00
parent 00e88eedb2
commit b94a7fcdd8
5 changed files with 197 additions and 17 deletions
--- a/DEV_LOG.md
+++ b/DEV_LOG.md
@@ -73,5 +73,21 @@ This document tracks all modifications, npm packages, active compilation states,
 *   **Active Bugs**: None.
 *   **Type Checker Status**: Verified clean compilation (`npx tsc --noEmit` returns exit code 0).

+---
+
+## [2026-06-12] - Smart-Money Refactoring, Visual Consolidation & Security Shield (#ISSUE-011)
+
+### Added
+*   **Insider API Outbound Interception Layer**: Configured [/api/insider/route.ts](file:///c:/Users/jannr/.gemini/antigravity/scratch/investment-sandbox/app/api/insider/route.ts) to intercept requests when `process.env.DEV_MODE === 'true'`, short-circuiting live FMP calls and returning high-fidelity mock streams with `isShieldActive: true`.
+*   **Insider UI Workstation badge**: Upgraded [InsiderDemo.tsx](file:///c:/Users/jannr/.gemini/antigravity/scratch/investment-sandbox/components/modules/insider/InsiderDemo.tsx) to read the shield state and render the glowing amber status badge `🟡 DEV-ARCHIV AKTIV (0 CALLS)` when active.
+
+### Modified
+*   **`app/page.tsx`**: Consolidated the separate `Insider` and `Whale Screener` tabs under a single `Smart Money` tab (activeTab `'smart-money'`). Implemented an interactive sub-tab selector toggle in the layout switcher. Removed bracket labels from the `⚡ AI Special Silo` navigation button.
+*   **`QUANT_ROADMAP.md`**: Updated Section 1 and Section 3 to document the Smart Money visual consolidation.
+
+### Active Bugs / Compile Status
+*   **Active Bugs**: None.
+*   **Type Checker Status**: Verified clean compilation (`npx tsc --noEmit` returns exit code 0).
+


--- a/QUANT_ROADMAP.md
+++ b/QUANT_ROADMAP.md
@@ -17,8 +17,8 @@ This document serves as the permanent, centralized system architecture design an
 *   **Phase 3.0: Real FRED Macro Ingestion**
    *   *Features*: Real-time server-side API integration with Federal Reserve Economic Data (FRED). Ingests Personal Savings Rates, Credit Card Delinquencies, Housing Starts, and Case-Shiller indices.
    *   *Status*: **Fully Operational (Production Lock)**.
-*   **Phase 3.0: Whale Satellite-Screener**
-    *   *Features*: Track high-conviction institutional shifts (SEC Form 13F filings) for Scion (Michael Burry), Akre Capital, and Mairs & Power. Calculates Velocity of Conviction (VoC) weight deltas, integrated with `DEV_MODE` offline protection shield.
+*   **Phase 3.0: Smart Money & Whale Satellite-Screener**
+    *   *Features*: Track high-conviction institutional shifts (SEC Form 13F filings) for Scion (Michael Burry), Akre Capital, and Mairs & Power. Calculates Velocity of Conviction (VoC) weight deltas, integrated with `DEV_MODE` offline protection shield. Consolidated under the unified 'Smart Money' workstation with a sub-tab switcher alongside broad corporate and congressional flows.
    *   *Status*: **Fully Operational (Production Lock)**.
 *   **Phase 4.7: AI & Tech Hyper-Leverage Silo**
    *   *Features*: Track the AI CapEx-Overinvestment Cycle for NVDA, MSFT, GOOGL, META, and AMD. Calculates ROI-to-CapEx (Monetization Gap), Nvidia Supply-Chain Velocity Index, and Tech Infrastructure Leverage with a 60-minute caching layer.
@@ -97,6 +97,7 @@ graph TD
 ### Implemented Architecture
 - **API Endpoint**: [/api/whale/screener](file:///c:/Users/jannr/.gemini/antigravity/scratch/investment-sandbox/app/api/whale/screener/route.ts) fetches SEC Form 13F filings for Scion Asset Management (Michael Burry: `0001649339`), Akre Capital Management (`0001483348`), and Mairs & Power Small Cap Fund (`0001099684`).
 - **Offline Fallback**: Respects `DEV_MODE=true` environment configurations, completely bypassing outbound FMP requests and serving structured `MOCK_WHALE_DATA` with `isShieldActive: true`.
+- **Visual Interface**: Consolidated under the 'Smart Money' tab (`app/page.tsx`) with a sub-tab selection toggle to switch between broad corporate/congressional flows and whale conviction screeners.
 - **Velocity of Conviction**:
  $$\text{VoC}_i = w_{i, t} - w_{i, t-1}$$
  $$w_{i, t} = \frac{V_{i, t}}{\sum_{j} V_{j, t}} \times 100$$
--- a/app/api/insider/route.ts
+++ b/app/api/insider/route.ts
@@ -2,6 +2,128 @@ import { NextResponse } from 'next/server';

 export const dynamic = 'force-dynamic';

+const MOCK_EXECUTIVES = [
+  {
+    id: 'mock_exec_1',
+    ticker: 'PLTR',
+    insiderName: 'Karp Alexander C.',
+    relation: 'CEO / Director',
+    type: 'SELL',
+    shares: 250000,
+    value: 9250000,
+    date: '2026-06-10',
+    insight: 'Verkauf durch CEO/CFO. Häufig automatisiert (10b5-1 Plan) zur Portfoliodiversifikation.'
+  },
+  {
+    id: 'mock_exec_2',
+    ticker: 'NVDA',
+    insiderName: 'Huang Jen Hsun',
+    relation: 'CEO / President',
+    type: 'SELL',
+    shares: 120000,
+    value: 15400000,
+    date: '2026-06-09',
+    insight: 'Regulärer Verkauf im Rahmen eines vorab festgelegten 10b5-1 Handelsplans.'
+  },
+  {
+    id: 'mock_exec_3',
+    ticker: 'AAPL',
+    insiderName: 'Maestri Luca',
+    relation: 'CFO / Senior VP',
+    type: 'BUY',
+    shares: 15000,
+    value: 2850000,
+    date: '2026-06-08',
+    insight: 'Starkes Conviction-Signal: CFO kauft eigene Aktien aus freien Mitteln.'
+  },
+  {
+    id: 'mock_exec_4',
+    ticker: 'TSLA',
+    insiderName: 'Taneja Vaibhav',
+    relation: 'Chief Accounting Officer',
+    type: 'BUY',
+    shares: 5000,
+    value: 950000,
+    date: '2026-06-07',
+    insight: 'Opportunistischer Conviction-Kauf mit positivem Signal für den Markt.'
+  }
+];
+
+const MOCK_CONGRESS = [
+  {
+    id: 'mock_cong_1',
+    ticker: 'MSFT',
+    representative: 'Nancy Pelosi',
+    chamber: 'HOUSE',
+    type: 'BUY',
+    valueRange: '$1,000,001 - $5,000,000',
+    transactionDate: '2026-05-20',
+    filingDate: '2026-06-05',
+    lagDays: 16,
+    insight: 'Politisches Conviction-Signal (Nancy Pelosi). Möglicher Informationsvorsprung.'
+  },
+  {
+    id: 'mock_cong_2',
+    ticker: 'NVIDIA',
+    representative: 'Tommy Tuberville',
+    chamber: 'SENATE',
+    type: 'SELL',
+    valueRange: '$100,001 - $250,000',
+    transactionDate: '2026-05-15',
+    filingDate: '2026-06-02',
+    lagDays: 18,
+    insight: 'Taktische Reduzierung der Position im Rahmen von Compliance-Richtlinien.'
+  },
+  {
+    id: 'mock_cong_3',
+    ticker: 'LMT',
+    representative: 'Mark Green',
+    chamber: 'HOUSE',
+    type: 'BUY',
+    valueRange: '$50,001 - $100,000',
+    transactionDate: '2026-05-18',
+    filingDate: '2026-06-01',
+    lagDays: 14,
+    insight: 'Akkumulation im Rüstungssektor. Zeitliche Nähe zu Haushaltsbeschlüssen.'
+  }
+];
+
+const MOCK_WHALES = [
+  {
+    id: 'mock_whale_1',
+    ticker: 'AMZN',
+    institution: 'Scion Asset Management (Michael Burry)',
+    type: 'BUY',
+    sharesTraded: 50000,
+    sharesHeld: 150000,
+    filingDate: '2026-05-15',
+    estimatedValue: 9150000,
+    insight: 'Institutionelle Akkumulation durch Scion Asset Management. Aufbau einer strategischen Position.'
+  },
+  {
+    id: 'mock_whale_2',
+    ticker: 'GOOGL',
+    institution: 'Akre Capital Management',
+    type: 'BUY',
+    sharesTraded: 250000,
+    sharesHeld: 1250000,
+    filingDate: '2026-05-15',
+    estimatedValue: 43250000,
+    insight: 'Aufbau/Verstärkung einer langfristigen Kernposition durch Akre Capital.'
+  },
+  {
+    id: 'mock_whale_3',
+    ticker: 'TSLA',
+    institution: 'Renaissance Technologies LLC',
+    type: 'SELL',
+    sharesTraded: 450000,
+    sharesHeld: 2100000,
+    filingDate: '2026-05-14',
+    estimatedValue: 85500000,
+    insight: 'Taktische Gewinnmitnahme / Quantitative Portfolio-Rebalancierung.'
+  }
+];
+
 function getStrategicInsight(trade: { type: string; relation: string; value: number; ticker: string }) {
  const isBuy = trade.type === 'BUY';
  const relation = (trade.relation || '').toUpperCase();
@@ -42,6 +164,22 @@ export async function GET(request: Request) {
  const { searchParams } = new URL(request.url);
  const type = searchParams.get('type') || 'executives';
  const apiKey = process.env.FMP_API_KEY;
+  const isDevMode = process.env.DEV_MODE === 'true';
+
+  if (isDevMode) {
+    let mockResults: any[] = [];
+    if (type === 'executives') mockResults = MOCK_EXECUTIVES;
+    else if (type === 'congress') mockResults = MOCK_CONGRESS;
+    else if (type === 'whales') mockResults = MOCK_WHALES;
+
+    const res = NextResponse.json(
+      { results: mockResults, liveDataAvailable: false, isShieldActive: true },
+      { status: 200 }
+    );
+    res.headers.set('Cache-Control', 'no-store, max-age=0, must-revalidate');
+    res.headers.set('X-Shield-Active', 'true');
+    return res;
+  }

  if (!apiKey) {
    console.error("====== CRITICAL INSIDER ROUTE FAILURE ======", new Error("FMP_API_KEY is not configured in environment variables."));
--- a/app/page.tsx
+++ b/app/page.tsx
@@ -12,7 +12,8 @@ import WhaleScreener from '@/components/modules/whale/WhaleScreener';
 import { BarChart3, TrendingUp, ShieldAlert, Radio, Landmark, RefreshCw, Activity, Cpu, Compass } from 'lucide-react';

 export default function Home() {
-  const [activeTab, setActiveTab] = useState<'sandbox' | 'scanner' | 'insider' | 'crypto' | 'events' | 'macro' | 'tech' | 'whale'>('sandbox');
+  const [activeTab, setActiveTab] = useState<'sandbox' | 'scanner' | 'smart-money' | 'crypto' | 'events' | 'macro' | 'tech'>('sandbox');
+  const [smartMoneySubTab, setSmartMoneySubTab] = useState<'flows' | 'screener'>('flows');

  return (
    <div className="min-h-screen bg-[#070b13] text-slate-100 flex flex-col font-sans selection:bg-teal-500/30 selection:text-teal-200">
@@ -78,10 +79,10 @@ export default function Home() {
                <ShieldAlert className="w-4 h-4" /> Scanner
              </button>
              <button
-                onClick={() => setActiveTab('insider')}
-                className={`flex-1 lg:flex-none px-4 py-2.5 rounded-xl text-xs font-semibold flex items-center justify-center gap-2 transition-all ${activeTab === 'insider' ? 'bg-gradient-to-r from-purple-500 to-indigo-500 text-white font-bold shadow-lg shadow-purple-500/25' : 'text-slate-400 hover:text-slate-200 hover:bg-slate-900/50'}`}
+                onClick={() => setActiveTab('smart-money')}
+                className={`flex-1 lg:flex-none px-4 py-2.5 rounded-xl text-xs font-semibold flex items-center justify-center gap-2 transition-all ${activeTab === 'smart-money' ? 'bg-gradient-to-r from-purple-500 to-indigo-500 text-white font-bold shadow-lg shadow-purple-500/25' : 'text-slate-400 hover:text-slate-200 hover:bg-slate-900/50'}`}
              >
-                <Radio className="w-4 h-4" /> Insider
+                <Radio className="w-4 h-4" /> Smart Money
              </button>
              <button
                onClick={() => setActiveTab('crypto')}
@@ -105,13 +106,7 @@ export default function Home() {
                onClick={() => setActiveTab('tech')}
                className={`flex-1 lg:flex-none px-4 py-2.5 rounded-xl text-xs font-semibold flex items-center justify-center gap-2 transition-all ${activeTab === 'tech' ? 'bg-gradient-to-r from-teal-500 to-indigo-500 text-white font-bold shadow-lg shadow-teal-500/25' : 'text-slate-400 hover:text-slate-200 hover:bg-slate-900/50'}`}
              >
-                <Cpu className="w-4 h-4" /> [⚡ AI Special Silo]
-              </button>
-              <button
-                onClick={() => setActiveTab('whale')}
-                className={`flex-1 lg:flex-none px-4 py-2.5 rounded-xl text-xs font-semibold flex items-center justify-center gap-2 transition-all ${activeTab === 'whale' ? 'bg-gradient-to-r from-blue-500 to-teal-500 text-slate-950 font-bold shadow-lg shadow-blue-500/25' : 'text-slate-400 hover:text-slate-200 hover:bg-slate-900/50'}`}
-              >
-                <Compass className="w-4 h-4" /> [🐋 Whale Screener]
+                <Cpu className="w-4 h-4" /> ⚡ AI Special Silo
              </button>
            </div>
          </div>
@@ -124,12 +119,29 @@ export default function Home() {
        <div className="transition-all duration-300 transform opacity-100 translate-y-0">
          {activeTab === 'sandbox' && <SandboxDemo />}
          {activeTab === 'scanner' && <ScannerDemo />}
-          {activeTab === 'insider' && <InsiderDemo />}
+          {activeTab === 'smart-money' && (
+            <div className="space-y-6">
+              <div className="flex bg-slate-950/80 p-1.5 rounded-xl border border-slate-800/80 max-w-lg mx-auto">
+                <button
+                  onClick={() => setSmartMoneySubTab('flows')}
+                  className={`flex-1 py-2 rounded-lg text-xs font-semibold font-sans transition-all flex items-center justify-center gap-1.5 ${smartMoneySubTab === 'flows' ? 'bg-purple-500 text-white font-bold shadow-lg shadow-purple-500/25' : 'text-slate-400 hover:text-slate-200 hover:bg-slate-900/50'}`}
+                >
+                  <Radio className="w-3.5 h-3.5" /> Broad Insider &amp; Congressional Flows
+                </button>
+                <button
+                  onClick={() => setSmartMoneySubTab('screener')}
+                  className={`flex-1 py-2 rounded-lg text-xs font-semibold font-sans transition-all flex items-center justify-center gap-1.5 ${smartMoneySubTab === 'screener' ? 'bg-purple-500 text-white font-bold shadow-lg shadow-purple-500/25' : 'text-slate-400 hover:text-slate-200 hover:bg-slate-900/50'}`}
+                >
+                  <Compass className="w-3.5 h-3.5" /> Whale Conviction Screener (VoC)
+                </button>
+              </div>
+              {smartMoneySubTab === 'flows' ? <InsiderDemo /> : <WhaleScreener />}
+            </div>
+          )}
          {activeTab === 'crypto' && <CryptoDemo />}
          {activeTab === 'events' && <EventsDemo />}
          {activeTab === 'macro' && <MacroIndicatorsDemo />}
          {activeTab === 'tech' && <AiSpecialSilo />}
-          {activeTab === 'whale' && <WhaleScreener />}
        </div>
      </main>

--- a/components/modules/insider/InsiderDemo.tsx
+++ b/components/modules/insider/InsiderDemo.tsx
@@ -80,6 +80,7 @@ export default function InsiderDemo() {
  }[] | null>(null);
  const [showMathAccordion, setShowMathAccordion] = useState(false);
  const [isMathModalOpen, setIsMathModalOpen] = useState(false);
+  const [isShieldActive, setIsShieldActive] = useState(false);
  const [loading, setLoading] = useState(false);
  const [errorMsg, setErrorMsg] = useState<string | null>(null);

@@ -105,6 +106,7 @@ export default function InsiderDemo() {
          })
        ]);
        if (active) {
+          setIsShieldActive(!!execRes.isShieldActive || !!congRes.isShieldActive || !!whaleRes.isShieldActive);
          const unavailable: string[] = [];
          if (execRes.liveDataAvailable === false) unavailable.push('Executives (Form 4)');
          if (congRes.liveDataAvailable === false) unavailable.push('Congress (Stock Act)');
@@ -247,8 +249,19 @@ export default function InsiderDemo() {
      <div className="flex flex-col lg:flex-row justify-between items-start lg:items-center gap-4 border-b border-slate-800 pb-4 mb-6">
        <div>
          <span className="text-purple-400 text-xs font-semibold uppercase tracking-wider">Element 3</span>
-          <h2 className="text-2xl font-bold bg-gradient-to-r from-purple-400 to-indigo-200 bg-clip-text text-transparent">
-            Institutional & Insider Flow Tracker
+          <h2 className="text-2xl font-bold bg-gradient-to-r from-purple-400 to-indigo-200 bg-clip-text text-transparent flex flex-wrap items-center gap-2">
+            <span>Institutional & Insider Flow Tracker</span>
+            {isShieldActive ? (
+              <span className="inline-flex items-center gap-1.5 px-3 py-1 rounded-full text-[10px] font-bold bg-amber-500/10 text-amber-400 border border-amber-500/20 shadow-[0_0_10px_rgba(245,158,11,0.15)] animate-pulse">
+                <span className="w-1.5 h-1.5 rounded-full bg-amber-500" />
+                DEV-ARCHIV AKTIV (0 CALLS)
+              </span>
+            ) : (
+              <span className="inline-flex items-center gap-1.5 px-3 py-1 rounded-full text-[10px] font-bold bg-emerald-500/10 text-emerald-400 border border-emerald-500/20 shadow-[0_0_10px_rgba(16,185,129,0.15)]">
+                <span className="w-1.5 h-1.5 rounded-full bg-emerald-500 animate-ping" />
+                LIVE-API ENDPUNKT (FMP CORPO)
+              </span>
+            )}
          </h2>
        </div>
        <div className="flex flex-wrap items-center gap-3">