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Continuous enhancement: Quantamental breakout diagnostic - #6

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Continuous enhancement: Quantamental breakout diagnostic#6
ryun6249 wants to merge 1 commit into
automation/continuous-enhancement-20260519-1330from
automation/continuous-enhancement-20260519-1403

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Continuous Enhancement Report

1. Current Status

  • Project purpose: FastAPI-served local financial research workstation with static UI, deterministic Quantamental engines, local LLM interpretation guardrails, and browser-validated dashboard surfaces.
  • Existing structure preserved: Yes. This is a stacked PR on automation/continuous-enhancement-20260519-1330; it keeps existing API defaults, UI flow, model selection, data providers, and Quantamental signal/composite contracts.
  • Main issues found: QAM was already present, but the Quantamental layer still had room for another auditable QUANT diagnostic that explains breakout quality without changing the deterministic signal.

2. Changes Made

Compatibility

  • Added a secondary Quantamental diagnostic only; no trading/order execution, strategy entry/exit, provider selection, .env, secrets, or composite weighting was changed.
  • used_in_composite_score=false is explicit for the new algorithm.

Data Consistency

  • Added volatility_adjusted_breakout_v1 under quant.metrics.algorithms.volatility_adjusted_breakout.
  • The algorithm carries required/available observations, prior-high window, component scores, inputs, warnings, and score direction.

UI/UX

  • Quantamental overview and score summary now show VAB Score and VAB Class next to QAM.
  • Korean/English labels and a clear not-in-composite note were added.

Visualization

  • Overview KPI surface now exposes the new diagnostic in the same aligned metric grid and summary style as existing Quantamental metrics.

AI Briefing

  • Quantamental AI context now includes quant_snapshot.volatility_adjusted_breakout and quant_snapshot.algorithms.
  • Deterministic fallback adds secondary_quant_algorithm to key changes without letting AI override deterministic signals.

Translation

  • Korean and English UI module contracts passed; tickers, numbers, dates, and units remain untouched by translation logic.

Performance

  • No new provider call, background polling, or LLM call was added. VAB reuses the existing loaded price/volume vectors.

Tests / Validation

  • Targeted Python, JS, UI contract, Browser desktop/mobile, and Quantamental Playwright smoke checks passed.

3. Changed Files

File Change Reason
pipelines/quantamental/quant_engine.py Added volatility_adjusted_breakout_v1 and component exposure Add auditable QUANT diagnostic without changing composite scoring
pipelines/quantamental/ai_service.py Added VAB to AI context/key changes Keep AI briefing grounded in deterministic data
pipelines/quantamental/service.py Added capability marker Surface supported algorithm capability
app/web/modules/quantamental-ui.js Added VAB labels, metrics, and summary Make the diagnostic visible and understandable
scripts/check_ui_contract.py Added VAB markers Prevent static UI regressions
tests/test_quantamental_engines.py Added engine/context assertions Verify algorithm data and AI guard behavior
tests/test_quantamental_api.py Added API shape assertions Verify API exposes VAB safely
tests/test_ui_modules.py Added module render assertions Verify UI renders VAB in EN/KO flows
tests/test_ui_routing_contract.py Added static contract markers Verify bundled UI contract
docs/CONTINUOUS_ENHANCEMENT_LOG.md Added 14:03 run report Document scope, validation, and safety notes

4. Validation Results

Check Command / Tool Result Notes
Lint/static git diff --check Passed Windows line-ending warnings only; no whitespace errors
Build node --check app/web/modules/quantamental-ui.js; node --check app/web/app.js Passed Repo has no frontend package build manifest
Test python -m pytest tests/test_quantamental_engines.py tests/test_quantamental_api.py tests/test_ui_modules.py tests/test_ui_routing_contract.py -q Passed 80 passed, 4 subtests passed
UI validation Browser at http://127.0.0.1:8407/ui/?range=1Y#quantamental Passed Desktop/mobile, All view, quality badge, QAM/VAB, no console errors, no horizontal overflow
Data validation python scripts/check_ui_contract.py and Quantamental API/UI smoke Passed VAB markers and data shape validated
AI briefing validation Quantamental engine/API tests Passed Secondary algorithm appears in AI context; signal preserved
Browser smoke python scripts/quantamental_ui_smoke.py --base-url http://127.0.0.1:8407 --output reports/quantamental_ui_smoke_continuous_20260519_1403.json Passed Required tickers, invalid ticker, styles, GLOBAL resolver, Top 5, score screen, overview axes, Q&A, audit smoke

5. Remaining Risks

  • volatility_adjusted_breakout_v1 is diagnostic only. Promoting it to screening filters or composite scoring should require a separate approval and validation pass.
  • Full repo pytest was not rerun in this stacked slice; targeted Quantamental/API/UI tests and smoke were run.

6. Next Enhancement Suggestions

  1. Add VAB as an optional score-screen filter only if the user wants secondary diagnostics to become searchable.
  2. Add a compact algorithm-method tooltip with component weights and observation requirements.
  3. Extend AI briefing copy to compare QAM vs VAB when both disagree, while keeping deterministic signal unchanged.

7. Safety Notes

  • main/master was not modified directly.
  • Auto-merge was not enabled.
  • Secrets were not touched.
  • Trading/order execution logic was not modified.
  • Unsupported facts were not presented as verified.

@ryun6249 ryun6249 added the enhancement New feature or request label May 19, 2026
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