Continuous enhancement: AI briefing evidence UI

[ryun6249]

Continuous Enhancement Report

1. Current Status

• Project purpose: Local financial research workstation combining market data, macro, quant/backtest, Quantamental, ML Forecast, AI Portfolio, and local LLM briefing surfaces.
• Existing structure preserved: Yes. Static FastAPI UI, existing dashboard filters, API contracts, and deterministic Quantamental service boundaries were preserved.
• Main issues found: Quantamental backend AI guardrails produced used_data and structured sections, but the AI tab only displayed summary/bull/bear text. The top-right quality badge could briefly retain stale observation metadata after a range-triggered reload started.

2. Changes Made

Compatibility

• Preserved existing API contracts, dashboard tab flow, Core/Diagnostics/Operations/All filters, and advisory-only strategy/trading boundaries.

Data Consistency

• Added a pending top-right quality state for range reloads so stale observations are cleared while new tab data is recalculated.

UI/UX

• Added Quantamental AI Used Data / 사용 데이터 summary with basis date, period, source, observations, missing data, model, AI snapshot, and cache state.

Visualization

• No chart renderer math changed; chart/range behavior was re-verified through browser smoke and contract tests.

AI Briefing

• Exposed structured AI guardrail sections in the Quantamental AI tab: key changes, interpretation, scenarios, and user actions.
• Added a cache-busted Quantamental UI module bundle version.

Translation

• Added Korean/English labels for the new AI briefing evidence UI and verified no mojibake markers.

Performance

• No extra network calls; new UI renders from the existing ai_report payload.

Tests / Validation

• Added a focused Node-backed pytest contract for the Quantamental AI panel.

3. Changed Files

File	Change	Reason
app/web/modules/quantamental-ui.js	Added AI used-data and guardrail section rendering	Make AI briefing evidence visible and data-grounded
app/web/app.js	Added range-reload pending quality state	Avoid stale quality metadata during reloads
app/web/index.html	Bumped Quantamental UI bundle version	Ensure browser loads updated module
tests/test_quantamental_ui_ai_panel.py	Added English/Korean AI panel contract	Guard used-data and translation rendering
tests/test_ui_routing_contract.py	Updated bundle/marker assertions	Keep static UI contract aligned
scripts/check_ui_contract.py	Updated bundle and pending-state markers	Catch regression in static checks
scripts/ai_portfolio_ui_smoke.py	Updated Quantamental module version	Keep browser smoke selector current
docs/CONTINUOUS_ENHANCEMENT_LOG.md	Added 09:02 run log and validation results	Automation continuity and audit trail

4. Validation Results

Check	Command / Tool	Result	Notes
Lint	git diff --cached --check	Passed	No whitespace errors in staged files
Build	npm/pnpm build	Not run	Repo root has no frontend package manifest; static UI served by FastAPI
Test	python -m pytest tests/test_ui_routing_contract.py -q	Passed	39 passed, 4 subtests
Test	python -m pytest tests/test_quantamental_ui_ai_panel.py -q	Passed	1 passed
Test	python -m pytest tests/test_ui_modules.py -q	Passed	2 passed
Test	python -m pytest tests/test_quantamental_api.py -q	Passed	20 passed
UI validation	Playwright MCP on http://host.docker.internal:8392/ui/?range=1Y#quantamental	Passed	v12 module loaded, All active, no horizontal overflow
UI validation	python scripts/quantamental_ui_smoke.py --base-url http://127.0.0.1:8392 --output reports/quantamental_ui_smoke_continuous_20260519_0902.json	Passed	Required tickers, GLOBAL resolver, screens, Q&A, audit smoke passed
UI validation	python scripts/ai_portfolio_ui_smoke.py --base-url http://127.0.0.1:8392 --timeout-s 150 --output reports/ai_portfolio_ui_smoke_continuous_20260519_0902_retry.json	Passed	First parallel run timed out on Macro search; standalone retry passed
Data validation	Direct Macro search API + Quantamental smoke	Passed	Macro search returned DGS10; Quantamental smoke verified data quality surfaces
AI briefing validation	Quantamental API tests + browser DOM fixture	Passed	Used data and guardrail sections visible without unsupported-number generation

5. Remaining Risks

• This branch is stacked on prior continuous-enhancement commits while earlier PRs remain open.
• The working tree still contains unrelated dirty/untracked files that were not staged by this run.
• app/web/modules/quantamental-ui.js was already referenced by tracked HTML but was untracked locally; this PR adds it so the updated bundle is self-contained.

6. Next Enhancement Suggestions

1. Move the Quantamental module into a smaller set of domain components once the stacked PRs settle.
2. Add a real end-to-end AI-tab smoke that uses a lightweight fixture route instead of DOM injection.
3. Normalize Macro search smoke timing so parallel browser runs do not compete for the same local server.

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.

[BruceYanghy]

Thanks a lot. @ryun6249 Would you mind creating a separate branch and pushing your changes there instead of directly to the master branch? That will make it easier for us to review and test the updates safely before merging.

Bruce