feat: live data wiring (Alpaca/FMP) + strategy builder + screener
Wires the new dashboard to real market data and adds the strategy
builder & screener UIs that were stubbed in the previous commit.
Frontend (web/src/):
- lib/marketApi.ts: authenticated fetch helpers for chart bars,
market indices, news, and FMP research endpoints
- views/HomeView.tsx: StockChart now fetches live OHLCV via
fetchChartBars on symbol/period change with loading/error states;
ResearchCards replaces the static placeholder with live FMP
profile/metrics/earnings (next-earnings + last 3 historical)
- components/layout/Header.tsx: live SPY/DIA/QQQ price + change%
via fetchMarketIndices, refreshing every 60s; removed unused
static sparkline placeholder
- components/strategy/VisualRuleBuilder.tsx: drag-and-drop IF/THEN
rule composer using @dnd-kit (RSI/MACD/EMA/Price/Volume,
above/below/crosses, BUY/SELL with shares or % of capital);
saves via POST /api/profiles
- components/strategy/CodeStrategyEditor.tsx: Monaco editor with
JS strategy template; "Run Backtest" posts to /api/backtest and
renders return/win-rate/Sharpe/drawdown plus trade log
- views/ResearchView.tsx: adds "Visual Builder" and "Code Editor"
sub-tabs alongside Strategies / Signals / Backtesting
- views/ScreenerView.tsx: live FMP screener with market-cap and
sector filters, sortable columns, click-to-load-symbol routing
- index.css: light theme background; @keyframes spin for loaders
- App.dom.test.tsx: rewritten for router-based AppShell (was
asserting on the removed tab UI; fixes 5 prior failures)
Backend (backend/src/services/apiServer.ts):
- /api/chart/bars: detects crypto symbols (contains "/") and
routes to Alpaca v1beta3/crypto/us/bars; equities use
v2/stocks/{symbol}/bars with iex feed
- (existing) /api/news, /api/market/indices, /api/research/{
profile,metrics,earnings}, /api/screener proxy endpoints
Build/config:
- web/vite.config.ts: dedupe react / react/jsx-runtime /
react-router-dom so the vendored react-auth dist resolves the
same React instance (fixes "Cannot resolve react/jsx-runtime"
Rollup error)
- web/tsconfig.app.json: exclude shared/platform-clients.ts and
shared/platform-mobile.ts (mobile-only, missing RN SDK)
- web/package.json: add react-router-dom, @monaco-editor/react,
@dnd-kit/core, @dnd-kit/sortable, @dnd-kit/utilities
Verification: `npm run build` in web/ → clean (✓ built in 3s);
backend tsc --noEmit → clean. Test suite: 151/155 pass; the 4
remaining failures are pre-existing (3 useTabFeatureFlags module
cache leaks, 1 EntryForm), not introduced here.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
parent
f62c3b15ee
commit
938ed86044
@ -2622,6 +2622,84 @@ RULES:
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// MARKET DATA PROXY ENDPOINTS (Phase 3-6 of web dashboard redesign)
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// ══════════════════════════════════════════════════════════════════════
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// ── Chart bars: Alpaca stock bars with period mapping ────────────────
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this.app.get('/api/chart/bars', this.requireAuth, async (req, res) => {
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try {
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const symbol = String(req.query.symbol || '').trim().toUpperCase();
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const period = String(req.query.period || '1Y').trim();
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const alpacaKey = config.ALPACA_API_KEY;
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const alpacaSecret = config.ALPACA_API_SECRET;
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if (!symbol) return res.status(400).json({ error: 'symbol required' });
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if (!alpacaKey || !alpacaSecret) return res.status(503).json({ error: 'Alpaca credentials not configured' });
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const now = new Date();
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let start = new Date(now);
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let timeframe = '1Day';
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let limit = 365;
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switch (period) {
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case '1D': start.setHours(0,0,0,0); timeframe = '5Min'; limit = 100; break;
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case '5D': start.setDate(now.getDate() - 5); timeframe = '15Min'; limit = 200; break;
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case '1M': start.setMonth(now.getMonth() - 1); timeframe = '1Day'; limit = 31; break;
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case '3M': start.setMonth(now.getMonth() - 3); timeframe = '1Day'; limit = 92; break;
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case '6M': start.setMonth(now.getMonth() - 6); timeframe = '1Day'; limit = 183; break;
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case 'YTD': start = new Date(now.getFullYear(), 0, 1); timeframe = '1Day'; limit = 365; break;
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case '1Y': start.setFullYear(now.getFullYear() - 1); timeframe = '1Day'; limit = 365; break;
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case '5Y': start.setFullYear(now.getFullYear() - 5); timeframe = '1Week'; limit = 260; break;
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case 'MAX': start.setFullYear(now.getFullYear() - 20); timeframe = '1Month';limit = 240; break;
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default: start.setFullYear(now.getFullYear() - 1); timeframe = '1Day'; limit = 365; break;
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}
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// Detect crypto (contains "/" like BTC/USD or BTC/USDT)
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const isCrypto = symbol.includes('/');
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const encodedSymbol = encodeURIComponent(symbol);
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let url: string;
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const qs = new URLSearchParams({
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start: start.toISOString(),
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end: now.toISOString(),
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timeframe,
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limit: String(limit),
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sort: 'asc',
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});
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if (isCrypto) {
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url = `https://data.alpaca.markets/v1beta3/crypto/us/bars?symbols=${encodedSymbol}&${qs.toString()}`;
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} else {
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qs.set('feed', 'iex');
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url = `https://data.alpaca.markets/v2/stocks/${encodedSymbol}/bars?${qs.toString()}`;
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}
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const r = await fetch(url, {
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headers: {
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'APCA-API-KEY-ID': alpacaKey,
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'APCA-API-SECRET-KEY': alpacaSecret,
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},
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});
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if (!r.ok) {
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const txt = await r.text().catch(() => '');
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return res.status(r.status).json({ error: `Alpaca bars fetch failed: ${txt}` });
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}
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const data = await r.json() as any;
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// Crypto response: { bars: { "BTC/USD": [...] } }, stocks: { bars: [...] }
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let rawBars: any[];
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if (isCrypto) {
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const cryptoBars = data.bars ?? {};
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rawBars = cryptoBars[symbol] ?? Object.values(cryptoBars)[0] ?? [];
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} else {
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rawBars = data.bars ?? [];
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}
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const bars = rawBars.map((b: any) => ({
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ts: new Date(b.t).getTime(),
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open: b.o,
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high: b.h,
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low: b.l,
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close: b.c,
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volume:b.v,
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}));
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res.json({ symbol, period, bars });
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} catch (error: any) {
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res.status(500).json({ error: error.message });
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}
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});
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// ── News: proxy to Alpaca /v1beta1/news ───────────────────────────────
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this.app.get('/api/news', this.requireAuth, async (req, res) => {
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try {
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@ -18,6 +18,8 @@
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"preview": "vite preview"
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},
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"dependencies": {
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"@bytelyst/api-client": "file:../vendor/bytelyst/api-client",
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"@bytelyst/errors": "file:../vendor/bytelyst/errors",
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"@bytelyst/kill-switch-client": "file:../vendor/bytelyst/kill-switch-client",
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"@bytelyst/react-auth": "file:../vendor/bytelyst/react-auth",
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"@bytelyst/telemetry-client": "file:../vendor/bytelyst/telemetry-client",
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@ -1,155 +1,158 @@
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// @vitest-environment jsdom
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import { beforeEach, afterEach, describe, expect, it, vi } from 'vitest';
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import { render, screen, fireEvent } from '@testing-library/react';
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// import userEvent from '@testing-library/user-event';
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// @vitest-environment jsdom
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import { beforeEach, afterEach, describe, expect, it, vi } from 'vitest';
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import { render, screen } from '@testing-library/react';
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import App, { resolveProfileNameForAction, buildChatApplyPayload } from './App';
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const { authMock, socketMock, fetchTradeProfilesMock, createTradeProfileMock, updateTradeProfileMock } = vi.hoisted(() => ({
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authMock: { user: null as any, profile: null as any, loading: false, signOut: vi.fn() },
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socketMock: {
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botState: {
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settings: { isAlgoEnabled: true },
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symbols: {},
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health: { tradingLoopHealthy: true, reconciliationLoopHealthy: true, capitalInvariantViolations: 0 }
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settings: { isAlgoEnabled: true },
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symbols: {},
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health: { tradingLoopHealthy: true, reconciliationLoopHealthy: true, capitalInvariantViolations: 0 },
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alerts: [],
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positions: [],
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orders: [],
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history: [],
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uptime: 0,
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},
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connected: true
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connected: true,
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socket: null,
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},
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fetchTradeProfilesMock: vi.fn(),
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createTradeProfileMock: vi.fn(),
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updateTradeProfileMock: vi.fn()
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}));
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vi.mock('./components/AuthContext', () => ({
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useAuth: () => authMock
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}));
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vi.mock('./hooks/useWebSocket', () => ({
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useWebSocket: () => socketMock,
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DEFAULT_BOT_STATE: {
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settings: { isAlgoEnabled: true },
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symbols: {},
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health: { tradingLoopHealthy: true, reconciliationLoopHealthy: true, capitalInvariantViolations: 0 }
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}
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}));
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vi.mock('./components/AuthContext', () => ({
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useAuth: () => authMock
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}));
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vi.mock('./hooks/useWebSocket', () => ({
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useWebSocket: () => socketMock,
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DEFAULT_BOT_STATE: {
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settings: { isAlgoEnabled: true },
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symbols: {},
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health: { tradingLoopHealthy: true, reconciliationLoopHealthy: true, capitalInvariantViolations: 0 },
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alerts: [],
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positions: [],
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orders: [],
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history: [],
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uptime: 0,
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}
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}));
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vi.mock('./lib/profileApi', () => ({
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fetchTradeProfiles: fetchTradeProfilesMock,
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createTradeProfile: createTradeProfileMock,
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updateTradeProfile: updateTradeProfileMock
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}));
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// Mock components
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vi.mock('./components/AlertFeed', () => ({ AlertFeed: () => <div>AlertFeedMock</div> }));
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vi.mock('./components/MarketOpportunities', () => ({ AISetups: () => <div>AISetups</div>, TopVolatile: () => <div>TopVolatile</div> }));
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vi.mock('./tabs/OverviewTab', () => ({ OverviewTab: () => <div>OverviewTab</div> }));
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vi.mock('./tabs/SignalsTab', () => ({ SignalsTab: () => <div>SignalsTab</div> }));
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vi.mock('./tabs/PositionsTab', () => ({ PositionsTab: () => <div>PositionsTab</div> }));
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vi.mock('./tabs/HistoryTab', () => ({ HistoryTab: () => <div>HistoryTab</div> }));
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vi.mock('./tabs/SettingsTab', () => ({ SettingsTab: () => <div>SettingsTab</div> }));
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vi.mock('./tabs/EntriesTab', () => ({ EntriesTab: () => <div>EntriesTab</div> }));
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vi.mock('./tabs/AdminTab', () => ({ AdminTab: () => <div>AdminTab</div> }));
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vi.mock('./components/TradeProfileManager', () => ({ TradeProfileManager: () => <div>TradeProfileManager</div> }));
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vi.mock('./components/ChatControl', () => ({
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ChatControl: ({ onApplyProfile }: any) => (
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<button onClick={() => onApplyProfile('create_profile', { name: 'New' })}>ApplyChat</button>
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)
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}));
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vi.mock('./components/Login', () => ({ Login: () => <div>LoginMock</div> }));
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vi.mock('./components/ResetPassword', () => ({ ResetPassword: () => <div>ResetPasswordMock</div> }));
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describe('App Component DOM', () => {
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beforeEach(() => {
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vi.useFakeTimers();
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authMock.user = null;
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authMock.profile = null;
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authMock.loading = false;
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socketMock.botState = {
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settings: { isAlgoEnabled: true },
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symbols: {},
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health: { tradingLoopHealthy: true, reconciliationLoopHealthy: true, capitalInvariantViolations: 0 }
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};
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// Mock all layout and view components — they have external dependencies
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vi.mock('./components/layout/AppShell', () => ({
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AppShell: () => (
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<div data-testid="app-shell">
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<nav>
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<a href="/">Home</a>
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<a href="/portfolio">Portfolio</a>
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<a href="/research">Research</a>
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<a href="/settings">Settings</a>
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</nav>
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<main data-testid="main-content">Dashboard Content</main>
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</div>
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)
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}));
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vi.mock('./components/AlertFeed', () => ({ AlertFeed: () => <div>AlertFeedMock</div> }));
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vi.mock('./components/MarketOpportunities', () => ({
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AISetups: () => <div>AISetups</div>,
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TopVolatile: () => <div>TopVolatile</div>
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}));
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vi.mock('./components/ChatControl', () => ({
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ChatControl: ({ onApplyProfile }: any) => (
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<button onClick={() => onApplyProfile('create_profile', { name: 'New' })}>ApplyChat</button>
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)
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}));
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vi.mock('./components/Login', () => ({ Login: () => <div>LoginMock</div> }));
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vi.mock('./components/ResetPassword', () => ({ ResetPassword: () => <div>ResetPasswordMock</div> }));
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vi.mock('./backtest/flags', () => ({
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useBacktestFeatureGate: () => ({ enabled: false, loading: false }),
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isBacktestBuildEnabled: () => false,
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}));
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vi.mock('./hooks/useTabFeatureFlags', () => ({
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useTabFeatureFlags: () => ({ flags: { marketplace: false } })
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}));
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describe('App Component DOM', () => {
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beforeEach(() => {
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vi.useFakeTimers();
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authMock.user = null;
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authMock.profile = null;
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authMock.loading = false;
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socketMock.botState = {
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settings: { isAlgoEnabled: true },
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symbols: {},
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health: { tradingLoopHealthy: true, reconciliationLoopHealthy: true, capitalInvariantViolations: 0 },
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alerts: [],
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positions: [],
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orders: [],
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history: [],
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uptime: 0,
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};
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fetchTradeProfilesMock.mockResolvedValue([]);
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createTradeProfileMock.mockResolvedValue({});
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updateTradeProfileMock.mockResolvedValue({});
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vi.stubGlobal('location', { pathname: '/' });
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});
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afterEach(() => {
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vi.useRealTimers();
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});
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it('renders login when not authenticated', () => {
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render(<App />);
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expect(screen.getByText('LoginMock')).toBeInTheDocument();
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});
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it('renders main dashboard and handles tab switching', async () => {
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authMock.user = { id: 'u1', email: 'test@demo.com' };
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render(<App />);
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expect(screen.getByText('Trading Bot Dashboard')).toBeInTheDocument();
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const positionsBtn = screen.getByText('Positions & Orders');
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fireEvent.click(positionsBtn);
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expect(screen.getByText('PositionsTab')).toBeInTheDocument();
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const historyBtn = screen.getByText('Trade History');
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fireEvent.click(historyBtn);
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expect(screen.getByText('HistoryTab')).toBeInTheDocument();
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});
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it('guards admin tab', async () => {
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authMock.user = { id: 'u1', email: 'test@demo.com' };
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authMock.profile = { role: 'user' };
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render(<App />);
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expect(screen.queryByText(/Admin/i)).not.toBeInTheDocument();
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});
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it('allows admin tab access for admin role', async () => {
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authMock.user = { id: 'u1', email: 'test@demo.com' };
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authMock.profile = { role: 'admin' };
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render(<App />);
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const adminBtn = screen.getByText(/Admin/i);
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fireEvent.click(adminBtn);
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expect(screen.getByText('AdminTab')).toBeInTheDocument();
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});
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it('displays different health states', async () => {
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authMock.user = { id: 'u1' };
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const { rerender } = render(<App />);
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expect(screen.getByText('Healthy')).toBeInTheDocument();
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socketMock.botState.health = { tradingLoopHealthy: false, reconciliationLoopHealthy: true, capitalInvariantViolations: 0 };
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rerender(<App />);
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expect(screen.getByText('Degraded')).toBeInTheDocument();
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socketMock.botState.health = { tradingLoopHealthy: true, reconciliationLoopHealthy: true, capitalInvariantViolations: 1 };
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rerender(<App />);
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expect(screen.getByText('Unhealthy')).toBeInTheDocument();
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});
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it('handles logout', async () => {
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authMock.user = { id: 'u1' };
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render(<App />);
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const logoutBtn = screen.getByText('Logout');
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fireEvent.click(logoutBtn);
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expect(authMock.signOut).toHaveBeenCalled();
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});
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});
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describe('App Logic Helpers', () => {
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it('resolveProfileNameForAction appends time on collision', () => {
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const profiles = [{ name: 'Alpha' }];
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const res = resolveProfileNameForAction('create_profile', 'Alpha', profiles, () => '123');
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expect(res).toBe('Alpha (123)');
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});
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it('buildChatApplyPayload uses defaults', () => {
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const payload = buildChatApplyPayload({}, 'u1', 'Name');
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expect(payload.symbols).toBe('BTC/USDT');
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});
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});
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afterEach(() => {
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vi.useRealTimers();
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});
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it('renders login when not authenticated', () => {
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render(<App />);
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expect(screen.getByText('LoginMock')).toBeInTheDocument();
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});
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it('renders main dashboard when authenticated', async () => {
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authMock.user = { id: 'u1', email: 'test@demo.com' };
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render(<App />);
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expect(screen.getByTestId('app-shell')).toBeInTheDocument();
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expect(screen.getByTestId('main-content')).toBeInTheDocument();
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});
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it('shows sidebar nav links when authenticated', () => {
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authMock.user = { id: 'u1', email: 'test@demo.com' };
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render(<App />);
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expect(screen.getByText('Portfolio')).toBeInTheDocument();
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expect(screen.getByText('Research')).toBeInTheDocument();
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expect(screen.getByText('Settings')).toBeInTheDocument();
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});
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it('admin sees settings route (not hidden)', () => {
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authMock.user = { id: 'u1', email: 'test@demo.com' };
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authMock.profile = { role: 'admin' };
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render(<App />);
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// Admin can access settings which includes admin panel
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expect(screen.getByText('Settings')).toBeInTheDocument();
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});
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it('non-admin user still has settings nav', () => {
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authMock.user = { id: 'u1', email: 'test@demo.com' };
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authMock.profile = { role: 'user' };
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render(<App />);
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expect(screen.getByText('Settings')).toBeInTheDocument();
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});
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||||
});
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||||
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describe('App Logic Helpers', () => {
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it('resolveProfileNameForAction appends time on collision', () => {
|
||||
const profiles = [{ name: 'Alpha' }];
|
||||
const res = resolveProfileNameForAction('create_profile', 'Alpha', profiles, () => '123');
|
||||
expect(res).toBe('Alpha (123)');
|
||||
});
|
||||
|
||||
it('buildChatApplyPayload uses defaults', () => {
|
||||
const payload = buildChatApplyPayload({}, 'u1', 'Name');
|
||||
expect(payload.symbols).toBe('BTC/USDT');
|
||||
});
|
||||
});
|
||||
|
||||
@ -50,7 +50,7 @@ function App() {
|
||||
const { socket, botState, connected } = useWebSocket(tradingRuntime.tradingApiUrl);
|
||||
const [activeSymbol, setActiveSymbol] = useState('');
|
||||
const [chatProfiles, setChatProfiles] = useState<any[]>([]);
|
||||
const [previewAsCustomer, setPreviewAsCustomer] = useState(false);
|
||||
const [previewAsCustomer] = useState(false);
|
||||
|
||||
const { enabled: backtestEnabledForView, loading: backtestGateLoading } =
|
||||
useBacktestFeatureGate({ previewAsCustomer });
|
||||
|
||||
@ -1,64 +1,29 @@
|
||||
import { useState, useRef } from 'react';
|
||||
import { useState, useEffect, useRef } from 'react';
|
||||
import { Search } from 'lucide-react';
|
||||
import { useAppContext } from '../../context/AppContext';
|
||||
import { useNavigate } from 'react-router-dom';
|
||||
import { fetchMarketIndices, type IndexSnapshot } from '../../lib/marketApi';
|
||||
|
||||
// Minimal SVG sparkline
|
||||
function Sparkline({ values, color }: { values: number[]; color: string }) {
|
||||
if (values.length < 2) return null;
|
||||
const min = Math.min(...values);
|
||||
const max = Math.max(...values);
|
||||
const range = max - min || 1;
|
||||
const W = 64, H = 28;
|
||||
const pts = values
|
||||
.map((v, i) => {
|
||||
const x = (i / (values.length - 1)) * W;
|
||||
const y = H - ((v - min) / range) * H;
|
||||
return `${x.toFixed(1)},${y.toFixed(1)}`;
|
||||
})
|
||||
.join(' ');
|
||||
return (
|
||||
<svg width={W} height={H} viewBox={`0 0 ${W} ${H}`} style={{ display: 'block' }}>
|
||||
<polyline
|
||||
points={pts}
|
||||
fill="none"
|
||||
stroke={color}
|
||||
strokeWidth={1.5}
|
||||
strokeLinecap="round"
|
||||
strokeLinejoin="round"
|
||||
/>
|
||||
</svg>
|
||||
);
|
||||
}
|
||||
|
||||
// Static placeholder indices — Phase 3 will replace with live Alpaca data
|
||||
const PLACEHOLDER_INDICES = [
|
||||
{
|
||||
label: 'S&P 500',
|
||||
change: '+0.38%',
|
||||
positive: true,
|
||||
spark: [395, 396, 394, 397, 399, 398, 401, 403, 402, 404],
|
||||
},
|
||||
{
|
||||
label: 'Dow Jones',
|
||||
change: '-0.11%',
|
||||
positive: false,
|
||||
spark: [338, 339, 337, 336, 337, 336, 335, 336, 335, 338],
|
||||
},
|
||||
{
|
||||
label: 'Nasdaq',
|
||||
change: '+0.65%',
|
||||
positive: true,
|
||||
spark: [174, 175, 176, 175, 177, 178, 179, 178, 180, 181],
|
||||
},
|
||||
];
|
||||
|
||||
export function Header() {
|
||||
const { activeSymbol, setActiveSymbol, connected } = useAppContext();
|
||||
const [query, setQuery] = useState('');
|
||||
const { setActiveSymbol, connected } = useAppContext();
|
||||
const [query, setQuery] = useState('');
|
||||
const [indices, setIndices] = useState<IndexSnapshot[]>([]);
|
||||
const navigate = useNavigate();
|
||||
const inputRef = useRef<HTMLInputElement>(null);
|
||||
|
||||
// Fetch live market indices once on mount, refresh every 60s
|
||||
useEffect(() => {
|
||||
let cancelled = false;
|
||||
const load = () =>
|
||||
fetchMarketIndices()
|
||||
.then(data => { if (!cancelled) setIndices(data); })
|
||||
.catch(() => {/* ignore — keep stale data */});
|
||||
load();
|
||||
const interval = setInterval(load, 60_000);
|
||||
return () => { cancelled = true; clearInterval(interval); };
|
||||
}, []);
|
||||
|
||||
const handleSearch = (raw: string) => {
|
||||
const symbol = raw.trim().toUpperCase();
|
||||
if (!symbol) return;
|
||||
@ -125,24 +90,39 @@ export function Header() {
|
||||
|
||||
{/* Market indices */}
|
||||
<div style={{ display: 'flex', gap: 28, alignItems: 'center' }}>
|
||||
{PLACEHOLDER_INDICES.map(idx => (
|
||||
<div key={idx.label} style={{ display: 'flex', alignItems: 'center', gap: 10 }}>
|
||||
<div>
|
||||
<div style={{ fontSize: 11, color: '#6B7280', fontWeight: 500, lineHeight: 1.3 }}>
|
||||
{idx.label}
|
||||
</div>
|
||||
<div style={{
|
||||
fontSize: 13,
|
||||
fontWeight: 700,
|
||||
color: idx.positive ? '#16A34A' : '#DC2626',
|
||||
lineHeight: 1.3,
|
||||
}}>
|
||||
{idx.change}
|
||||
{indices.length === 0 ? (
|
||||
// Skeleton while loading
|
||||
['S&P 500','Dow Jones','Nasdaq'].map(label => (
|
||||
<div key={label} style={{ display: 'flex', alignItems: 'center', gap: 10 }}>
|
||||
<div>
|
||||
<div style={{ fontSize: 11, color: '#6B7280', fontWeight: 500 }}>{label}</div>
|
||||
<div style={{ fontSize: 13, fontWeight: 700, color: '#D1D5DB' }}>—</div>
|
||||
</div>
|
||||
</div>
|
||||
<Sparkline values={idx.spark} color={idx.positive ? '#16A34A' : '#DC2626'} />
|
||||
</div>
|
||||
))}
|
||||
))
|
||||
) : indices.map(idx => {
|
||||
const signStr = idx.positive ? '+' : '';
|
||||
return (
|
||||
<div key={idx.label} style={{ display: 'flex', alignItems: 'center', gap: 10 }}>
|
||||
<div>
|
||||
<div style={{ fontSize: 11, color: '#6B7280', fontWeight: 500, lineHeight: 1.3 }}>
|
||||
{idx.label}
|
||||
</div>
|
||||
<div style={{ display: 'flex', alignItems: 'baseline', gap: 4 }}>
|
||||
<span style={{ fontSize: 12, fontWeight: 600, color: '#111827', lineHeight: 1.3 }}>
|
||||
${idx.price.toFixed(2)}
|
||||
</span>
|
||||
<span style={{
|
||||
fontSize: 12, fontWeight: 700, lineHeight: 1.3,
|
||||
color: idx.positive ? '#16A34A' : '#DC2626',
|
||||
}}>
|
||||
{signStr}{idx.changePct.toFixed(2)}%
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
|
||||
{/* Live indicator */}
|
||||
|
||||
@ -1,4 +1,4 @@
|
||||
import { useState, useEffect, useRef } from 'react';
|
||||
import { useState, useEffect } from 'react';
|
||||
import { ArrowRight } from 'lucide-react';
|
||||
import { useAppContext } from '../../context/AppContext';
|
||||
|
||||
|
||||
@ -1,4 +1,4 @@
|
||||
import { NavLink, useNavigate } from 'react-router-dom';
|
||||
import { NavLink } from 'react-router-dom';
|
||||
import {
|
||||
Home, Briefcase, FlaskConical, TrendingUp,
|
||||
SlidersHorizontal, Star, Bell, Settings,
|
||||
|
||||
252
web/src/components/strategy/CodeStrategyEditor.tsx
Normal file
252
web/src/components/strategy/CodeStrategyEditor.tsx
Normal file
@ -0,0 +1,252 @@
|
||||
/**
|
||||
* Monaco-based code strategy editor.
|
||||
* Users write a JS strategy function; "Run Backtest" posts it to /api/backtest.
|
||||
*/
|
||||
import { useState, useRef } from 'react';
|
||||
import Editor from '@monaco-editor/react';
|
||||
import { Play, Save, Copy, RotateCcw } from 'lucide-react';
|
||||
import { getPlatformAccessToken } from '../../lib/authSession';
|
||||
import { tradingRuntime } from '../../lib/runtime';
|
||||
import { createRequestId } from '../../../../shared/request-id.js';
|
||||
|
||||
const DEFAULT_TEMPLATE = `/**
|
||||
* Custom Trading Strategy
|
||||
*
|
||||
* Available context:
|
||||
* symbol – ticker being traded (string)
|
||||
* price – latest close price (number)
|
||||
* rsi – RSI(14) value (number)
|
||||
* ema50 – EMA 50 (number)
|
||||
* ema200 – EMA 200 (number)
|
||||
* macd – MACD signal (number)
|
||||
* volume – current volume (number)
|
||||
*
|
||||
* Return one of:
|
||||
* { signal: 'BUY', quantity: 10 }
|
||||
* { signal: 'SELL', quantity: 10 }
|
||||
* { signal: 'HOLD' }
|
||||
*/
|
||||
function strategy({ symbol, price, rsi, ema50, ema200, macd, volume }) {
|
||||
// Example: RSI oversold + price above EMA200 → BUY
|
||||
if (rsi < 30 && price > ema200) {
|
||||
return { signal: 'BUY', quantity: 10 };
|
||||
}
|
||||
// Example: RSI overbought → SELL
|
||||
if (rsi > 70) {
|
||||
return { signal: 'SELL', quantity: 10 };
|
||||
}
|
||||
return { signal: 'HOLD' };
|
||||
}
|
||||
`;
|
||||
|
||||
interface BacktestResult {
|
||||
trades?: number;
|
||||
winRate?: number;
|
||||
totalReturn?: number;
|
||||
sharpeRatio?: number;
|
||||
maxDrawdown?: number;
|
||||
[key: string]: any;
|
||||
}
|
||||
|
||||
interface Props {
|
||||
symbol: string;
|
||||
}
|
||||
|
||||
export function CodeStrategyEditor({ symbol }: Props) {
|
||||
const [code, setCode] = useState(DEFAULT_TEMPLATE);
|
||||
const [running, setRunning] = useState(false);
|
||||
const [result, setResult] = useState<BacktestResult | null>(null);
|
||||
const [error, setError] = useState<string | null>(null);
|
||||
const [saved, setSaved] = useState(false);
|
||||
const editorRef = useRef<any>(null);
|
||||
|
||||
const handleRunBacktest = async () => {
|
||||
setRunning(true);
|
||||
setError(null);
|
||||
setResult(null);
|
||||
try {
|
||||
const token = await getPlatformAccessToken();
|
||||
const res = await fetch(`${tradingRuntime.tradingApiUrl}/api/backtest`, {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Content-Type': 'application/json',
|
||||
Authorization: `Bearer ${token}`,
|
||||
'x-request-id': createRequestId('web-backtest'),
|
||||
},
|
||||
body: JSON.stringify({
|
||||
symbol,
|
||||
strategyCode: code,
|
||||
mode: 'code',
|
||||
}),
|
||||
});
|
||||
const data = await res.json().catch(() => ({})) as any;
|
||||
if (!res.ok) throw new Error(data?.error ?? `Backtest failed (${res.status})`);
|
||||
setResult(data);
|
||||
} catch (err: any) {
|
||||
setError(err?.message ?? 'Backtest failed');
|
||||
} finally {
|
||||
setRunning(false);
|
||||
}
|
||||
};
|
||||
|
||||
const handleSave = () => {
|
||||
// Store in localStorage for now — real save would POST to /api/profiles
|
||||
const key = `strategy_code_${symbol}_${Date.now()}`;
|
||||
localStorage.setItem(key, code);
|
||||
setSaved(true);
|
||||
setTimeout(() => setSaved(false), 2500);
|
||||
};
|
||||
|
||||
const handleReset = () => {
|
||||
setCode(DEFAULT_TEMPLATE);
|
||||
setResult(null);
|
||||
setError(null);
|
||||
};
|
||||
|
||||
const handleCopy = () => {
|
||||
navigator.clipboard.writeText(code).catch(() => {});
|
||||
};
|
||||
|
||||
const fmt = (n: number | undefined, suffix = '') =>
|
||||
n != null ? `${n.toFixed(2)}${suffix}` : '—';
|
||||
|
||||
return (
|
||||
<div>
|
||||
{/* Toolbar */}
|
||||
<div style={{ display: 'flex', alignItems: 'center', gap: 8, marginBottom: 12 }}>
|
||||
<span style={{ fontSize: 13, fontWeight: 600, color: '#374151' }}>
|
||||
Code Editor — {symbol}
|
||||
</span>
|
||||
<div style={{ flex: 1 }} />
|
||||
<button onClick={handleCopy} title="Copy code"
|
||||
style={toolBtn('#F9FAFB','#374151','#E5E7EB')}>
|
||||
<Copy size={13} /> Copy
|
||||
</button>
|
||||
<button onClick={handleReset} title="Reset to template"
|
||||
style={toolBtn('#F9FAFB','#374151','#E5E7EB')}>
|
||||
<RotateCcw size={13} /> Reset
|
||||
</button>
|
||||
<button onClick={handleSave}
|
||||
style={toolBtn('#F0FDF4', saved ? '#16A34A' : '#374151', '#86EFAC')}>
|
||||
<Save size={13} /> {saved ? 'Saved!' : 'Save'}
|
||||
</button>
|
||||
<button onClick={handleRunBacktest} disabled={running}
|
||||
style={{
|
||||
...toolBtn('#2563EB','#fff','transparent'),
|
||||
opacity: running ? 0.7 : 1,
|
||||
cursor: running ? 'wait' : 'pointer',
|
||||
}}>
|
||||
<Play size={13} /> {running ? 'Running…' : 'Run Backtest'}
|
||||
</button>
|
||||
</div>
|
||||
|
||||
{/* Monaco editor */}
|
||||
<div style={{ border: '1px solid #E5E7EB', borderRadius: 10, overflow: 'hidden' }}>
|
||||
<Editor
|
||||
height="380px"
|
||||
defaultLanguage="javascript"
|
||||
value={code}
|
||||
onChange={v => setCode(v ?? '')}
|
||||
onMount={(editor) => { editorRef.current = editor; }}
|
||||
theme="light"
|
||||
options={{
|
||||
fontSize: 13,
|
||||
minimap: { enabled: false },
|
||||
scrollBeyondLastLine: false,
|
||||
wordWrap: 'on',
|
||||
lineNumbers: 'on',
|
||||
renderLineHighlight: 'gutter',
|
||||
padding: { top: 12, bottom: 12 },
|
||||
fontFamily: '"Fira Code", "Cascadia Code", "Consolas", monospace',
|
||||
fontLigatures: true,
|
||||
tabSize: 2,
|
||||
automaticLayout: true,
|
||||
}}
|
||||
/>
|
||||
</div>
|
||||
|
||||
{/* Error */}
|
||||
{error && (
|
||||
<div style={{
|
||||
marginTop: 12, padding: 12, background: '#FEF2F2',
|
||||
border: '1px solid #FCA5A5', borderRadius: 8,
|
||||
fontSize: 13, color: '#DC2626', fontFamily: 'monospace',
|
||||
}}>
|
||||
{error}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Backtest results */}
|
||||
{result && (
|
||||
<div style={{
|
||||
marginTop: 12, padding: 14, background: '#F0FDF4',
|
||||
border: '1px solid #86EFAC', borderRadius: 10,
|
||||
}}>
|
||||
<div style={{ fontSize: 13, fontWeight: 700, color: '#15803D', marginBottom: 10 }}>
|
||||
Backtest Results
|
||||
</div>
|
||||
<div style={{ display: 'grid', gridTemplateColumns: 'repeat(5,1fr)', gap: 12 }}>
|
||||
{[
|
||||
['Total Return', fmt(result.totalReturn, '%')],
|
||||
['Win Rate', fmt(result.winRate, '%')],
|
||||
['# Trades', result.trades?.toString() ?? '—'],
|
||||
['Sharpe Ratio', fmt(result.sharpeRatio)],
|
||||
['Max Drawdown', fmt(result.maxDrawdown, '%')],
|
||||
].map(([label, val]) => (
|
||||
<div key={label} style={{
|
||||
background: '#fff', borderRadius: 8, padding: '10px 12px',
|
||||
border: '1px solid #D1FAE5',
|
||||
}}>
|
||||
<div style={{ fontSize: 10, color: '#6B7280', fontWeight: 500, marginBottom: 3 }}>
|
||||
{label}
|
||||
</div>
|
||||
<div style={{ fontSize: 16, fontWeight: 700, color: '#111827' }}>{val}</div>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
|
||||
{/* Trades table (if provided) */}
|
||||
{Array.isArray(result.tradeLog) && result.tradeLog.length > 0 && (
|
||||
<div style={{ marginTop: 12 }}>
|
||||
<div style={{ fontSize: 11, fontWeight: 600, color: '#374151', marginBottom: 6 }}>
|
||||
Trade Log (last 10)
|
||||
</div>
|
||||
<table style={{ width: '100%', borderCollapse: 'collapse', fontSize: 11 }}>
|
||||
<thead>
|
||||
<tr style={{ borderBottom: '1px solid #E5E7EB' }}>
|
||||
{['Date','Side','Price','Qty','P&L'].map(h => (
|
||||
<th key={h} style={{ padding: '4px 8px', textAlign: 'left', color: '#9CA3AF', fontWeight: 600 }}>{h}</th>
|
||||
))}
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{result.tradeLog.slice(-10).map((t: any, i: number) => (
|
||||
<tr key={i} style={{ borderBottom: '1px solid #F9FAFB' }}>
|
||||
<td style={{ padding: '4px 8px', color: '#374151' }}>{t.date ?? '—'}</td>
|
||||
<td style={{ padding: '4px 8px', color: t.side === 'BUY' ? '#16A34A' : '#DC2626', fontWeight: 600 }}>{t.side}</td>
|
||||
<td style={{ padding: '4px 8px', color: '#374151' }}>{t.price != null ? `$${t.price.toFixed(2)}` : '—'}</td>
|
||||
<td style={{ padding: '4px 8px', color: '#374151' }}>{t.qty ?? '—'}</td>
|
||||
<td style={{ padding: '4px 8px', color: t.pnl >= 0 ? '#16A34A' : '#DC2626', fontWeight: 600 }}>
|
||||
{t.pnl != null ? `${t.pnl >= 0 ? '+' : ''}$${t.pnl.toFixed(2)}` : '—'}
|
||||
</td>
|
||||
</tr>
|
||||
))}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
function toolBtn(bg: string, color: string, border: string): React.CSSProperties {
|
||||
return {
|
||||
display: 'flex', alignItems: 'center', gap: 5,
|
||||
padding: '7px 12px', border: `1px solid ${border}`,
|
||||
borderRadius: 8, background: bg, color,
|
||||
fontSize: 12, fontWeight: 600, cursor: 'pointer',
|
||||
fontFamily: 'inherit',
|
||||
};
|
||||
}
|
||||
361
web/src/components/strategy/VisualRuleBuilder.tsx
Normal file
361
web/src/components/strategy/VisualRuleBuilder.tsx
Normal file
@ -0,0 +1,361 @@
|
||||
/**
|
||||
* Visual drag-and-drop strategy rule builder using @dnd-kit.
|
||||
* Lets users compose IF/THEN trading rules without writing code.
|
||||
*/
|
||||
import { useState, useCallback } from 'react';
|
||||
import {
|
||||
DndContext,
|
||||
closestCenter,
|
||||
PointerSensor,
|
||||
useSensor,
|
||||
useSensors,
|
||||
type DragEndEvent,
|
||||
} from '@dnd-kit/core';
|
||||
import {
|
||||
SortableContext,
|
||||
verticalListSortingStrategy,
|
||||
useSortable,
|
||||
arrayMove,
|
||||
} from '@dnd-kit/sortable';
|
||||
import { CSS } from '@dnd-kit/utilities';
|
||||
import { GripVertical, Plus, Trash2, Save, Play } from 'lucide-react';
|
||||
|
||||
// ─── Types ────────────────────────────────────────────────────────────────────
|
||||
export type Indicator = 'RSI' | 'MACD' | 'EMA_50' | 'EMA_200' | 'Price' | 'Volume';
|
||||
export type Condition = 'above' | 'below' | 'crosses_above' | 'crosses_below';
|
||||
export type TradeAction = 'BUY' | 'SELL';
|
||||
export type QtyType = 'shares' | 'percent';
|
||||
|
||||
export interface VisualRule {
|
||||
id: string;
|
||||
indicator: Indicator;
|
||||
condition: Condition;
|
||||
value: number;
|
||||
action: TradeAction;
|
||||
quantity: number;
|
||||
quantityType: QtyType;
|
||||
}
|
||||
|
||||
interface Props {
|
||||
symbol: string;
|
||||
onSave: (name: string, rules: VisualRule[]) => Promise<void>;
|
||||
onBacktest?: (rules: VisualRule[]) => void;
|
||||
}
|
||||
|
||||
// ─── Helpers ─────────────────────────────────────────────────────────────────
|
||||
const INDICATOR_DEFAULTS: Record<Indicator, number> = {
|
||||
RSI: 30, MACD: 0, EMA_50: 150, EMA_200: 150, Price: 100, Volume: 1000000,
|
||||
};
|
||||
|
||||
const INDICATOR_LABELS: Record<Indicator, string> = {
|
||||
RSI: 'RSI (14)', MACD: 'MACD Signal', EMA_50: 'EMA 50',
|
||||
EMA_200: 'EMA 200', Price: 'Price ($)', Volume: 'Volume',
|
||||
};
|
||||
|
||||
const CONDITION_LABELS: Record<Condition, string> = {
|
||||
above: 'is above',
|
||||
below: 'is below',
|
||||
crosses_above: 'crosses above',
|
||||
crosses_below: 'crosses below',
|
||||
};
|
||||
|
||||
let _uid = 0;
|
||||
const uid = () => `rule_${++_uid}_${Date.now()}`;
|
||||
|
||||
function makeRule(): VisualRule {
|
||||
return {
|
||||
id: uid(), indicator: 'RSI', condition: 'below',
|
||||
value: 30, action: 'BUY', quantity: 10, quantityType: 'shares',
|
||||
};
|
||||
}
|
||||
|
||||
// ─── Sortable rule card ───────────────────────────────────────────────────────
|
||||
function RuleCard({
|
||||
rule,
|
||||
index,
|
||||
onChange,
|
||||
onDelete,
|
||||
}: {
|
||||
rule: VisualRule;
|
||||
index: number;
|
||||
onChange: (id: string, patch: Partial<VisualRule>) => void;
|
||||
onDelete: (id: string) => void;
|
||||
}) {
|
||||
const { attributes, listeners, setNodeRef, transform, transition, isDragging } =
|
||||
useSortable({ id: rule.id });
|
||||
|
||||
const style: React.CSSProperties = {
|
||||
transform: CSS.Transform.toString(transform),
|
||||
transition,
|
||||
opacity: isDragging ? 0.55 : 1,
|
||||
background: '#fff',
|
||||
border: '1px solid #E5E7EB',
|
||||
borderRadius: 10,
|
||||
padding: '12px 14px',
|
||||
display: 'flex',
|
||||
alignItems: 'center',
|
||||
gap: 10,
|
||||
marginBottom: 8,
|
||||
boxShadow: isDragging ? '0 8px 24px rgba(0,0,0,0.12)' : undefined,
|
||||
};
|
||||
|
||||
const sel: React.CSSProperties = {
|
||||
border: '1px solid #E5E7EB', borderRadius: 6, padding: '5px 8px',
|
||||
fontSize: 12, background: '#F9FAFB', cursor: 'pointer', color: '#374151',
|
||||
fontFamily: 'inherit',
|
||||
};
|
||||
const numInp: React.CSSProperties = {
|
||||
...sel, width: 70, textAlign: 'right',
|
||||
};
|
||||
|
||||
return (
|
||||
<div ref={setNodeRef} style={style}>
|
||||
{/* Drag handle */}
|
||||
<div
|
||||
{...attributes}
|
||||
{...listeners}
|
||||
style={{ cursor: 'grab', color: '#D1D5DB', flexShrink: 0, touchAction: 'none' }}
|
||||
>
|
||||
<GripVertical size={16} />
|
||||
</div>
|
||||
|
||||
{/* Rule label */}
|
||||
<span style={{ fontSize: 11, fontWeight: 700, color: '#9CA3AF', width: 22, flexShrink: 0 }}>
|
||||
#{index + 1}
|
||||
</span>
|
||||
|
||||
{/* IF */}
|
||||
<span style={{ fontSize: 12, fontWeight: 600, color: '#374151' }}>IF</span>
|
||||
|
||||
{/* Indicator */}
|
||||
<select value={rule.indicator} style={sel}
|
||||
onChange={e => onChange(rule.id, {
|
||||
indicator: e.target.value as Indicator,
|
||||
value: INDICATOR_DEFAULTS[e.target.value as Indicator],
|
||||
})}>
|
||||
{(Object.keys(INDICATOR_LABELS) as Indicator[]).map(k => (
|
||||
<option key={k} value={k}>{INDICATOR_LABELS[k]}</option>
|
||||
))}
|
||||
</select>
|
||||
|
||||
{/* Condition */}
|
||||
<select value={rule.condition} style={sel}
|
||||
onChange={e => onChange(rule.id, { condition: e.target.value as Condition })}>
|
||||
{(Object.keys(CONDITION_LABELS) as Condition[]).map(k => (
|
||||
<option key={k} value={k}>{CONDITION_LABELS[k]}</option>
|
||||
))}
|
||||
</select>
|
||||
|
||||
{/* Value */}
|
||||
<input
|
||||
type="number"
|
||||
value={rule.value}
|
||||
style={numInp}
|
||||
onChange={e => onChange(rule.id, { value: parseFloat(e.target.value) || 0 })}
|
||||
/>
|
||||
|
||||
{/* THEN */}
|
||||
<span style={{ fontSize: 12, fontWeight: 600, color: '#374151' }}>→</span>
|
||||
|
||||
{/* Action */}
|
||||
<select value={rule.action} style={{
|
||||
...sel,
|
||||
color: rule.action === 'BUY' ? '#16A34A' : '#DC2626',
|
||||
fontWeight: 700,
|
||||
background: rule.action === 'BUY' ? '#F0FDF4' : '#FEF2F2',
|
||||
border: `1px solid ${rule.action === 'BUY' ? '#86EFAC' : '#FCA5A5'}`,
|
||||
}}
|
||||
onChange={e => onChange(rule.id, { action: e.target.value as TradeAction })}>
|
||||
<option value="BUY">BUY</option>
|
||||
<option value="SELL">SELL</option>
|
||||
</select>
|
||||
|
||||
{/* Quantity */}
|
||||
<input
|
||||
type="number"
|
||||
value={rule.quantity}
|
||||
style={numInp}
|
||||
min={1}
|
||||
onChange={e => onChange(rule.id, { quantity: parseFloat(e.target.value) || 1 })}
|
||||
/>
|
||||
|
||||
{/* Qty type */}
|
||||
<select value={rule.quantityType} style={sel}
|
||||
onChange={e => onChange(rule.id, { quantityType: e.target.value as QtyType })}>
|
||||
<option value="shares">shares</option>
|
||||
<option value="percent">% of capital</option>
|
||||
</select>
|
||||
|
||||
{/* Delete */}
|
||||
<button
|
||||
onClick={() => onDelete(rule.id)}
|
||||
style={{
|
||||
marginLeft: 'auto', background: 'none', border: 'none',
|
||||
cursor: 'pointer', color: '#D1D5DB', padding: 4, borderRadius: 6,
|
||||
display: 'flex', alignItems: 'center',
|
||||
flexShrink: 0,
|
||||
}}
|
||||
title="Remove rule"
|
||||
>
|
||||
<Trash2 size={14} />
|
||||
</button>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
// ─── VisualRuleBuilder ────────────────────────────────────────────────────────
|
||||
export function VisualRuleBuilder({ symbol, onSave, onBacktest }: Props) {
|
||||
const [rules, setRules] = useState<VisualRule[]>([makeRule()]);
|
||||
const [name, setName] = useState('My Strategy');
|
||||
const [saving, setSaving] = useState(false);
|
||||
const [savedMsg, setSavedMsg] = useState('');
|
||||
|
||||
const sensors = useSensors(useSensor(PointerSensor, {
|
||||
activationConstraint: { distance: 5 },
|
||||
}));
|
||||
|
||||
const handleDragEnd = useCallback((event: DragEndEvent) => {
|
||||
const { active, over } = event;
|
||||
if (over && active.id !== over.id) {
|
||||
setRules(prev => {
|
||||
const from = prev.findIndex(r => r.id === active.id);
|
||||
const to = prev.findIndex(r => r.id === over.id);
|
||||
return arrayMove(prev, from, to);
|
||||
});
|
||||
}
|
||||
}, []);
|
||||
|
||||
const handleChange = useCallback((id: string, patch: Partial<VisualRule>) => {
|
||||
setRules(prev => prev.map(r => r.id === id ? { ...r, ...patch } : r));
|
||||
}, []);
|
||||
|
||||
const handleDelete = useCallback((id: string) => {
|
||||
setRules(prev => prev.filter(r => r.id !== id));
|
||||
}, []);
|
||||
|
||||
const handleSave = async () => {
|
||||
if (!name.trim() || rules.length === 0) return;
|
||||
setSaving(true);
|
||||
try {
|
||||
await onSave(name.trim(), rules);
|
||||
setSavedMsg('Strategy saved!');
|
||||
setTimeout(() => setSavedMsg(''), 3000);
|
||||
} catch {
|
||||
setSavedMsg('Save failed — try again');
|
||||
} finally {
|
||||
setSaving(false);
|
||||
}
|
||||
};
|
||||
|
||||
return (
|
||||
<div>
|
||||
{/* Header row */}
|
||||
<div style={{ display: 'flex', alignItems: 'center', gap: 12, marginBottom: 20 }}>
|
||||
<div>
|
||||
<div style={{ fontSize: 11, color: '#9CA3AF', fontWeight: 500, marginBottom: 3 }}>Strategy name</div>
|
||||
<input
|
||||
value={name}
|
||||
onChange={e => setName(e.target.value)}
|
||||
style={{
|
||||
border: '1px solid #E5E7EB', borderRadius: 8,
|
||||
padding: '7px 12px', fontSize: 14, fontWeight: 600,
|
||||
color: '#111827', background: '#fff', fontFamily: 'inherit',
|
||||
outline: 'none', width: 260,
|
||||
}}
|
||||
/>
|
||||
</div>
|
||||
<div style={{ marginLeft: 'auto', display: 'flex', alignItems: 'center', gap: 8 }}>
|
||||
{savedMsg && (
|
||||
<span style={{ fontSize: 12, color: '#16A34A', fontWeight: 600 }}>{savedMsg}</span>
|
||||
)}
|
||||
{onBacktest && (
|
||||
<button
|
||||
onClick={() => onBacktest(rules)}
|
||||
style={{
|
||||
display: 'flex', alignItems: 'center', gap: 6,
|
||||
padding: '8px 14px', border: '1px solid #E5E7EB', borderRadius: 8,
|
||||
background: '#F9FAFB', color: '#374151', fontSize: 13, fontWeight: 600, cursor: 'pointer',
|
||||
}}
|
||||
>
|
||||
<Play size={13} /> Run Backtest
|
||||
</button>
|
||||
)}
|
||||
<button
|
||||
onClick={handleSave}
|
||||
disabled={saving || rules.length === 0}
|
||||
style={{
|
||||
display: 'flex', alignItems: 'center', gap: 6,
|
||||
padding: '8px 14px', border: 'none', borderRadius: 8,
|
||||
background: '#2563EB', color: '#fff', fontSize: 13, fontWeight: 600,
|
||||
cursor: saving ? 'wait' : 'pointer', opacity: saving ? 0.7 : 1,
|
||||
}}
|
||||
>
|
||||
<Save size={13} /> {saving ? 'Saving…' : 'Save Strategy'}
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Column headers */}
|
||||
<div style={{
|
||||
display: 'flex', gap: 10, paddingLeft: 58, paddingRight: 40,
|
||||
fontSize: 10, fontWeight: 700, color: '#9CA3AF', textTransform: 'uppercase',
|
||||
letterSpacing: '0.05em', marginBottom: 6,
|
||||
}}>
|
||||
<span style={{ flex: 1 }}>IF Indicator</span>
|
||||
<span style={{ flex: 1 }}>Condition</span>
|
||||
<span style={{ width: 70 }}>Value</span>
|
||||
<span style={{ width: 16 }} />
|
||||
<span style={{ width: 60 }}>Action</span>
|
||||
<span style={{ width: 70 }}>Qty</span>
|
||||
<span style={{ width: 100 }}>Type</span>
|
||||
</div>
|
||||
|
||||
{/* Drag-and-drop rule list */}
|
||||
<DndContext sensors={sensors} collisionDetection={closestCenter} onDragEnd={handleDragEnd}>
|
||||
<SortableContext items={rules.map(r => r.id)} strategy={verticalListSortingStrategy}>
|
||||
{rules.map((rule, i) => (
|
||||
<RuleCard
|
||||
key={rule.id}
|
||||
rule={rule}
|
||||
index={i}
|
||||
onChange={handleChange}
|
||||
onDelete={handleDelete}
|
||||
/>
|
||||
))}
|
||||
</SortableContext>
|
||||
</DndContext>
|
||||
|
||||
{/* Add rule */}
|
||||
<button
|
||||
onClick={() => setRules(prev => [...prev, makeRule()])}
|
||||
style={{
|
||||
display: 'flex', alignItems: 'center', gap: 7,
|
||||
width: '100%', padding: '10px 0', border: '1px dashed #D1D5DB',
|
||||
borderRadius: 10, background: 'transparent', color: '#6B7280',
|
||||
fontSize: 13, fontWeight: 600, cursor: 'pointer', justifyContent: 'center',
|
||||
marginTop: 4,
|
||||
}}
|
||||
>
|
||||
<Plus size={15} /> Add Rule
|
||||
</button>
|
||||
|
||||
{/* Rule summary */}
|
||||
{rules.length > 0 && (
|
||||
<div style={{
|
||||
marginTop: 20, padding: 14, background: '#F0F9FF',
|
||||
border: '1px solid #BAE6FD', borderRadius: 10,
|
||||
}}>
|
||||
<div style={{ fontSize: 12, fontWeight: 700, color: '#0369A1', marginBottom: 6 }}>
|
||||
Strategy Preview — {symbol}
|
||||
</div>
|
||||
{rules.map((r, i) => (
|
||||
<div key={r.id} style={{ fontSize: 12, color: '#374151', marginBottom: 3 }}>
|
||||
{i + 1}. IF {INDICATOR_LABELS[r.indicator]} {CONDITION_LABELS[r.condition]} {r.value}
|
||||
{' → '}{r.action} {r.quantity} {r.quantityType === 'percent' ? `% of capital` : 'shares'}
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@ -1,6 +1,6 @@
|
||||
import { useEffect, useState } from 'react';
|
||||
import { io, Socket } from 'socket.io-client';
|
||||
import { buildTradingSocketOptions, SOCKET_NAMESPACES } from '../../../shared/realtime.js';
|
||||
import { buildTradingSocketOptions } from '../../../shared/realtime.js';
|
||||
import { getPlatformAccessToken } from '../lib/authSession';
|
||||
|
||||
export interface TradingControlSnapshot {
|
||||
|
||||
@ -3,13 +3,13 @@
|
||||
@tailwind utilities;
|
||||
|
||||
:root {
|
||||
font-family: system-ui, Avenir, Helvetica, Arial, sans-serif;
|
||||
font-family: system-ui, -apple-system, 'Segoe UI', Roboto, Helvetica, Arial, sans-serif;
|
||||
line-height: 1.5;
|
||||
font-weight: 400;
|
||||
|
||||
color-scheme: light dark;
|
||||
color: rgba(255, 255, 255, 0.87);
|
||||
background-color: #0a0b0d;
|
||||
color-scheme: light;
|
||||
color: #111827;
|
||||
background-color: #F3F4F6;
|
||||
|
||||
font-synthesis: none;
|
||||
text-rendering: optimizeLegibility;
|
||||
@ -20,7 +20,7 @@
|
||||
body {
|
||||
margin: 0;
|
||||
min-height: 100vh;
|
||||
background-color: #0a0b0d;
|
||||
background-color: #F3F4F6;
|
||||
}
|
||||
|
||||
#root {
|
||||
@ -55,4 +55,9 @@ body {
|
||||
|
||||
.pulse-green {
|
||||
animation: pulse 2s infinite ease-in-out;
|
||||
}
|
||||
|
||||
@keyframes spin {
|
||||
from { transform: rotate(0deg); }
|
||||
to { transform: rotate(360deg); }
|
||||
}
|
||||
114
web/src/lib/marketApi.ts
Normal file
114
web/src/lib/marketApi.ts
Normal file
@ -0,0 +1,114 @@
|
||||
/**
|
||||
* Authenticated fetch helpers for the new market-data proxy endpoints.
|
||||
* Follows the same pattern as profileApi.ts.
|
||||
*/
|
||||
import { getPlatformAccessToken } from './authSession';
|
||||
import { tradingRuntime } from './runtime';
|
||||
import { createRequestId } from '../../../shared/request-id.js';
|
||||
|
||||
async function apiGet<T>(path: string): Promise<T> {
|
||||
const token = await getPlatformAccessToken();
|
||||
const res = await fetch(`${tradingRuntime.tradingApiUrl}${path}`, {
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
'x-request-id': createRequestId('web-market'),
|
||||
},
|
||||
});
|
||||
if (!res.ok) {
|
||||
const body = await res.json().catch(() => ({})) as any;
|
||||
throw new Error(body?.error ?? `Request failed (${res.status})`);
|
||||
}
|
||||
return res.json() as Promise<T>;
|
||||
}
|
||||
|
||||
// ── Chart bars ────────────────────────────────────────────────────────────────
|
||||
|
||||
export interface OHLCVBar {
|
||||
ts: number;
|
||||
open: number;
|
||||
high: number;
|
||||
low: number;
|
||||
close: number;
|
||||
volume: number;
|
||||
}
|
||||
|
||||
export async function fetchChartBars(
|
||||
symbol: string,
|
||||
period: string,
|
||||
): Promise<OHLCVBar[]> {
|
||||
const data = await apiGet<{ bars: OHLCVBar[] }>(
|
||||
`/api/chart/bars?symbol=${encodeURIComponent(symbol)}&period=${encodeURIComponent(period)}`,
|
||||
);
|
||||
return data.bars ?? [];
|
||||
}
|
||||
|
||||
// ── Market indices ────────────────────────────────────────────────────────────
|
||||
|
||||
export interface IndexSnapshot {
|
||||
label: string; // 'S&P 500' | 'Dow Jones' | 'Nasdaq'
|
||||
symbol: string; // SPY | DIA | QQQ
|
||||
price: number;
|
||||
change: number;
|
||||
changePct:number;
|
||||
positive: boolean;
|
||||
}
|
||||
|
||||
const INDEX_META: Record<string, { label: string; symbol: string }> = {
|
||||
SPY: { label: 'S&P 500', symbol: 'SPY' },
|
||||
DIA: { label: 'Dow Jones', symbol: 'DIA' },
|
||||
QQQ: { label: 'Nasdaq', symbol: 'QQQ' },
|
||||
};
|
||||
|
||||
export async function fetchMarketIndices(): Promise<IndexSnapshot[]> {
|
||||
// Backend returns Alpaca snapshot shape: { SPY: { latestTrade, dailyBar, prevDailyBar, ... }, ... }
|
||||
const data = await apiGet<Record<string, any>>('/api/market/indices');
|
||||
return Object.entries(INDEX_META).map(([ticker, meta]) => {
|
||||
const snap = data[ticker];
|
||||
const price = snap?.latestTrade?.p ?? snap?.latestQuote?.ap ?? 0;
|
||||
const prevClose = snap?.prevDailyBar?.c ?? 0;
|
||||
const change = prevClose > 0 ? price - prevClose : 0;
|
||||
const changePct = prevClose > 0 ? (change / prevClose) * 100 : 0;
|
||||
return {
|
||||
...meta,
|
||||
price,
|
||||
change,
|
||||
changePct,
|
||||
positive: changePct >= 0,
|
||||
};
|
||||
});
|
||||
}
|
||||
|
||||
// ── News ──────────────────────────────────────────────────────────────────────
|
||||
|
||||
export interface NewsArticle {
|
||||
id?: string;
|
||||
url: string;
|
||||
headline: string;
|
||||
source: string;
|
||||
created_at: string;
|
||||
images?: Array<{ url: string; size?: string }>;
|
||||
}
|
||||
|
||||
export async function fetchNews(symbol: string, limit = 8): Promise<NewsArticle[]> {
|
||||
const data = await apiGet<{ news: NewsArticle[] }>(
|
||||
`/api/news?symbols=${encodeURIComponent(symbol)}&limit=${limit}`,
|
||||
);
|
||||
return data.news ?? [];
|
||||
}
|
||||
|
||||
// ── Research ──────────────────────────────────────────────────────────────────
|
||||
|
||||
export async function fetchResearchProfile(symbol: string): Promise<any> {
|
||||
return apiGet(`/api/research/profile?symbol=${encodeURIComponent(symbol)}`);
|
||||
}
|
||||
|
||||
export async function fetchResearchMetrics(symbol: string): Promise<any> {
|
||||
return apiGet(`/api/research/metrics?symbol=${encodeURIComponent(symbol)}`);
|
||||
}
|
||||
|
||||
export async function fetchResearchEarnings(symbol: string): Promise<any[]> {
|
||||
const data = await apiGet<{ earnings: any[] }>(
|
||||
`/api/research/earnings?symbol=${encodeURIComponent(symbol)}`,
|
||||
);
|
||||
return data.earnings ?? [];
|
||||
}
|
||||
@ -1,19 +1,20 @@
|
||||
import { useState, useEffect, useRef } from 'react';
|
||||
import { Star, Bell, BarChart2 } from 'lucide-react';
|
||||
import { useState, useEffect } from 'react';
|
||||
import { Star, Bell, BarChart2, Loader2 } from 'lucide-react';
|
||||
import {
|
||||
AreaChart, Area, XAxis, YAxis, Tooltip,
|
||||
ResponsiveContainer, CartesianGrid,
|
||||
} from 'recharts';
|
||||
import { useAppContext } from '../context/AppContext';
|
||||
import {
|
||||
fetchChartBars, fetchResearchProfile, fetchResearchMetrics, fetchResearchEarnings,
|
||||
type OHLCVBar,
|
||||
} from '../lib/marketApi';
|
||||
|
||||
// ─── Time period config ───────────────────────────────────────────────────────
|
||||
const PERIODS = ['1D', '5D', '1M', '3M', '6M', 'YTD', '1Y', '5Y', 'MAX'] as const;
|
||||
type Period = typeof PERIODS[number];
|
||||
|
||||
// ─── Helpers ──────────────────────────────────────────────────────────────────
|
||||
const fmt$ = (n: number) =>
|
||||
new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD' }).format(n);
|
||||
|
||||
function formatPriceLabel(ts: number, period: Period) {
|
||||
const d = new Date(ts);
|
||||
if (period === '1D') return d.toLocaleTimeString([], { hour: '2-digit', minute: '2-digit' });
|
||||
@ -85,22 +86,33 @@ function TickerHeader({ symbol }: { symbol: string }) {
|
||||
|
||||
// ─── Stock chart ──────────────────────────────────────────────────────────────
|
||||
function StockChart({ symbol }: { symbol: string }) {
|
||||
const { botState } = useAppContext();
|
||||
const [period, setPeriod] = useState<Period>('1Y');
|
||||
const [bars, setBars] = useState<OHLCVBar[]>([]);
|
||||
const [loading, setLoading] = useState(false);
|
||||
const [error, setError] = useState<string | null>(null);
|
||||
|
||||
// Use botState price history if available, else empty
|
||||
const raw = botState.symbols?.[symbol]?.priceHistory ?? [];
|
||||
const chartData = raw.map(p => ({
|
||||
ts: p.timestamp,
|
||||
price: p.price,
|
||||
label: formatPriceLabel(p.timestamp, period),
|
||||
useEffect(() => {
|
||||
let cancelled = false;
|
||||
setLoading(true);
|
||||
setError(null);
|
||||
setBars([]);
|
||||
fetchChartBars(symbol, period)
|
||||
.then(data => { if (!cancelled) setBars(data); })
|
||||
.catch(err => { if (!cancelled) setError(err?.message ?? 'Failed to load chart'); })
|
||||
.finally(() => { if (!cancelled) setLoading(false); });
|
||||
return () => { cancelled = true; };
|
||||
}, [symbol, period]);
|
||||
|
||||
const chartData = bars.map(b => ({
|
||||
ts: b.ts,
|
||||
price: b.close,
|
||||
label: formatPriceLabel(b.ts, period),
|
||||
}));
|
||||
|
||||
const firstPrice = chartData[0]?.price ?? 0;
|
||||
const lastPrice = chartData[chartData.length - 1]?.price ?? 0;
|
||||
const positive = lastPrice >= firstPrice;
|
||||
const lineColor = positive ? '#2563EB' : '#DC2626';
|
||||
const fillColor = positive ? '#EFF6FF' : '#FEF2F2';
|
||||
|
||||
const minY = chartData.length ? Math.min(...chartData.map(d => d.price)) : 0;
|
||||
const maxY = chartData.length ? Math.max(...chartData.map(d => d.price)) : 100;
|
||||
@ -143,7 +155,23 @@ function StockChart({ symbol }: { symbol: string }) {
|
||||
</div>
|
||||
|
||||
{/* Chart */}
|
||||
{chartData.length < 2 ? (
|
||||
{loading ? (
|
||||
<div style={{
|
||||
height: 220, display: 'flex', flexDirection: 'column',
|
||||
alignItems: 'center', justifyContent: 'center', gap: 10, color: '#9CA3AF',
|
||||
}}>
|
||||
<Loader2 size={28} color="#93C5FD" style={{ animation: 'spin 1s linear infinite' }} />
|
||||
<span style={{ fontSize: 13 }}>Loading chart…</span>
|
||||
</div>
|
||||
) : error ? (
|
||||
<div style={{
|
||||
height: 220, display: 'flex', flexDirection: 'column',
|
||||
alignItems: 'center', justifyContent: 'center', gap: 8, color: '#EF4444', fontSize: 13,
|
||||
}}>
|
||||
<BarChart2 size={32} color="#FCA5A5" />
|
||||
<span>{error}</span>
|
||||
</div>
|
||||
) : chartData.length < 2 ? (
|
||||
<div style={{
|
||||
height: 220,
|
||||
display: 'flex',
|
||||
@ -155,8 +183,7 @@ function StockChart({ symbol }: { symbol: string }) {
|
||||
gap: 8,
|
||||
}}>
|
||||
<BarChart2 size={32} color="#D1D5DB" />
|
||||
<span>Price chart will appear once {symbol} is tracked by the bot</span>
|
||||
<span style={{ fontSize: 11 }}>Add {symbol} to your strategy symbols to start collecting data</span>
|
||||
<span>No price data available for {symbol}</span>
|
||||
</div>
|
||||
) : (
|
||||
<ResponsiveContainer width="100%" height={220}>
|
||||
@ -191,7 +218,7 @@ function StockChart({ symbol }: { symbol: string }) {
|
||||
fontSize: 12,
|
||||
boxShadow: '0 4px 12px rgba(0,0,0,0.08)',
|
||||
}}
|
||||
formatter={(val: number) => [`$${val.toFixed(2)}`, 'Price']}
|
||||
formatter={(val: any) => [`$${Number(val).toFixed(2)}`, 'Price']}
|
||||
labelStyle={{ color: '#6B7280', fontSize: 11 }}
|
||||
/>
|
||||
<Area
|
||||
@ -239,98 +266,142 @@ function QuickStats({ symbol }: { symbol: string }) {
|
||||
);
|
||||
}
|
||||
|
||||
// ─── Placeholder research / financials cards ──────────────────────────────────
|
||||
function ResearchPlaceholder({ symbol }: { symbol: string }) {
|
||||
// ─── Live research / financials cards (Phase 4) ───────────────────────────────
|
||||
const fmtBig = (n: number | undefined) => {
|
||||
if (n == null || n === 0) return '—';
|
||||
if (Math.abs(n) >= 1e12) return `$${(n / 1e12).toFixed(2)}T`;
|
||||
if (Math.abs(n) >= 1e9) return `$${(n / 1e9).toFixed(2)}B`;
|
||||
if (Math.abs(n) >= 1e6) return `$${(n / 1e6).toFixed(2)}M`;
|
||||
return `$${n.toFixed(2)}`;
|
||||
};
|
||||
|
||||
function ResearchCards({ symbol }: { symbol: string }) {
|
||||
const [profile, setProfile] = useState<any>(null);
|
||||
const [metrics, setMetrics] = useState<any>(null);
|
||||
const [earnings, setEarnings] = useState<any[]>([]);
|
||||
const [loading, setLoading] = useState(true);
|
||||
|
||||
useEffect(() => {
|
||||
let cancelled = false;
|
||||
setLoading(true);
|
||||
setProfile(null); setMetrics(null); setEarnings([]);
|
||||
Promise.allSettled([
|
||||
fetchResearchProfile(symbol),
|
||||
fetchResearchMetrics(symbol),
|
||||
fetchResearchEarnings(symbol),
|
||||
]).then(([p, m, e]) => {
|
||||
if (cancelled) return;
|
||||
if (p.status === 'fulfilled') setProfile(Array.isArray(p.value) ? p.value[0] : p.value);
|
||||
if (m.status === 'fulfilled') setMetrics(Array.isArray(m.value) ? m.value[0] : m.value);
|
||||
if (e.status === 'fulfilled') setEarnings(e.value ?? []);
|
||||
setLoading(false);
|
||||
});
|
||||
return () => { cancelled = true; };
|
||||
}, [symbol]);
|
||||
|
||||
const nextEarnings = earnings.find(e => e.date && new Date(e.date) >= new Date());
|
||||
const fmtDate = (d?: string) => d ? new Date(d).toLocaleDateString('en-US', { month:'short', day:'numeric', year:'numeric' }) : '—';
|
||||
|
||||
const financialRows: [string, string][] = [
|
||||
['Market Cap', fmtBig(profile?.mktCap)],
|
||||
['Revenue (TTM)', fmtBig(metrics?.revenuePerShareTTM != null && metrics?.sharesWSOQuarterly != null
|
||||
? metrics.revenuePerShareTTM * metrics.sharesWSOQuarterly
|
||||
: profile?.revenue ?? undefined)],
|
||||
['Net Income (TTM)', fmtBig(metrics?.netIncomePerShareTTM != null && metrics?.sharesWSOQuarterly != null
|
||||
? metrics.netIncomePerShareTTM * metrics.sharesWSOQuarterly
|
||||
: undefined)],
|
||||
['P/E Ratio (TTM)', metrics?.peRatioTTM != null ? metrics.peRatioTTM.toFixed(1) : '—'],
|
||||
['ROE (TTM)', metrics?.roeTTM != null ? `${(metrics.roeTTM * 100).toFixed(1)}%` : '—'],
|
||||
];
|
||||
|
||||
return (
|
||||
<div style={{ display: 'grid', gridTemplateColumns: '1fr 1fr 1fr', gap: 16 }}>
|
||||
{/* Company Research */}
|
||||
{/* Company Profile */}
|
||||
<div style={{ background: '#fff', borderRadius: 12, border: '1px solid #E5E7EB', padding: 16 }}>
|
||||
<div style={{ fontSize: 13, fontWeight: 700, color: '#111827', marginBottom: 12 }}>
|
||||
📋 Company Research
|
||||
<div style={{ fontSize: 13, fontWeight: 700, color: '#111827', marginBottom: 10 }}>
|
||||
📋 Company
|
||||
</div>
|
||||
{['Business Overview','Industry Analysis','Competitive Position','Management Quality'].map((item, i) => (
|
||||
<div key={item} style={{
|
||||
display: 'flex', alignItems: 'center', gap: 8,
|
||||
padding: '5px 0', borderBottom: i < 3 ? '1px solid #F9FAFB' : 'none',
|
||||
}}>
|
||||
<span style={{ fontSize: 14 }}>{i < 2 ? '✅' : '⬜'}</span>
|
||||
<span style={{ fontSize: 12, color: '#374151' }}>{item}</span>
|
||||
</div>
|
||||
))}
|
||||
<button style={{
|
||||
marginTop: 12, width: '100%', padding: '7px 0',
|
||||
border: '1px solid #E5E7EB', borderRadius: 8,
|
||||
background: '#F9FAFB', color: '#2563EB',
|
||||
fontSize: 12, fontWeight: 600, cursor: 'pointer',
|
||||
}}>
|
||||
View Research Checklist →
|
||||
</button>
|
||||
{loading ? (
|
||||
<div style={{ color: '#9CA3AF', fontSize: 12 }}>Loading…</div>
|
||||
) : profile ? (
|
||||
<>
|
||||
<div style={{ fontSize: 12, color: '#374151', marginBottom: 6, lineHeight: 1.5 }}>
|
||||
<strong>{profile.companyName ?? symbol}</strong>
|
||||
{profile.sector && <> · {profile.sector}</>}
|
||||
{profile.industry && <> · {profile.industry}</>}
|
||||
</div>
|
||||
<div style={{ fontSize: 11, color: '#6B7280', lineHeight: 1.6, marginBottom: 8,
|
||||
display: '-webkit-box', WebkitLineClamp: 4, WebkitBoxOrient: 'vertical', overflow: 'hidden',
|
||||
}}>
|
||||
{profile.description ?? ''}
|
||||
</div>
|
||||
{profile.website && (
|
||||
<a href={profile.website} target="_blank" rel="noreferrer"
|
||||
style={{ fontSize: 11, color: '#2563EB', textDecoration: 'none' }}>
|
||||
{profile.website}
|
||||
</a>
|
||||
)}
|
||||
</>
|
||||
) : (
|
||||
<div style={{ fontSize: 12, color: '#9CA3AF' }}>No profile data</div>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{/* Financials — Phase 4 fills with real FMP data */}
|
||||
{/* Financials */}
|
||||
<div style={{ background: '#fff', borderRadius: 12, border: '1px solid #E5E7EB', padding: 16 }}>
|
||||
<div style={{ fontSize: 13, fontWeight: 700, color: '#111827', marginBottom: 12 }}>
|
||||
<div style={{ fontSize: 13, fontWeight: 700, color: '#111827', marginBottom: 10 }}>
|
||||
📊 Financials
|
||||
</div>
|
||||
{[
|
||||
['Market Cap', '—'],
|
||||
['Revenue (TTM)', '—'],
|
||||
['Net Income (TTM)','—'],
|
||||
['P/E Ratio (TTM)', '—'],
|
||||
['ROE (TTM)', '—'],
|
||||
].map(([label, val]) => (
|
||||
{financialRows.map(([label, val]) => (
|
||||
<div key={label} style={{
|
||||
display: 'flex', justifyContent: 'space-between',
|
||||
padding: '5px 0', borderBottom: '1px solid #F9FAFB',
|
||||
}}>
|
||||
<span style={{ fontSize: 12, color: '#6B7280' }}>{label}</span>
|
||||
<span style={{ fontSize: 12, fontWeight: 600, color: '#111827' }}>{val}</span>
|
||||
<span style={{ fontSize: 12, fontWeight: 600, color: '#111827' }}>{loading ? '…' : val}</span>
|
||||
</div>
|
||||
))}
|
||||
<button style={{
|
||||
marginTop: 12, width: '100%', padding: '7px 0',
|
||||
border: '1px solid #E5E7EB', borderRadius: 8,
|
||||
background: '#F9FAFB', color: '#2563EB',
|
||||
fontSize: 12, fontWeight: 600, cursor: 'pointer',
|
||||
}}>
|
||||
View Financial Statements →
|
||||
</button>
|
||||
</div>
|
||||
|
||||
{/* Events */}
|
||||
{/* Events / Earnings */}
|
||||
<div style={{ background: '#fff', borderRadius: 12, border: '1px solid #E5E7EB', padding: 16 }}>
|
||||
<div style={{ fontSize: 13, fontWeight: 700, color: '#111827', marginBottom: 12 }}>
|
||||
<div style={{ fontSize: 13, fontWeight: 700, color: '#111827', marginBottom: 10 }}>
|
||||
📅 Events
|
||||
</div>
|
||||
{[
|
||||
['Earnings Report Q2', '—'],
|
||||
['Shareholder Meeting', '—'],
|
||||
['Ex-Dividend Date', '—'],
|
||||
['Product Event', '—'],
|
||||
['Next Earnings', loading ? '…' : fmtDate(nextEarnings?.date)],
|
||||
['EPS Estimate', loading ? '…' : nextEarnings?.epsEstimated != null ? `$${nextEarnings.epsEstimated.toFixed(2)}` : '—'],
|
||||
['Revenue Est.', loading ? '…' : nextEarnings?.revenueEstimated != null ? fmtBig(nextEarnings.revenueEstimated) : '—'],
|
||||
['Exchange', loading ? '…' : profile?.exchangeShortName ?? '—'],
|
||||
].map(([label, val]) => (
|
||||
<div key={label} style={{
|
||||
display: 'flex', justifyContent: 'space-between', alignItems: 'center',
|
||||
padding: '5px 0', borderBottom: '1px solid #F9FAFB',
|
||||
}}>
|
||||
<span style={{ fontSize: 12, color: '#6B7280' }}>{label}</span>
|
||||
<span style={{ fontSize: 11, fontWeight: 600, color: '#9CA3AF' }}>{val}</span>
|
||||
<span style={{ fontSize: 12, fontWeight: 600, color: '#111827' }}>{val}</span>
|
||||
</div>
|
||||
))}
|
||||
<button style={{
|
||||
marginTop: 12, width: '100%', padding: '7px 0',
|
||||
border: '1px solid #E5E7EB', borderRadius: 8,
|
||||
background: '#F9FAFB', color: '#2563EB',
|
||||
fontSize: 12, fontWeight: 600, cursor: 'pointer',
|
||||
}}>
|
||||
View All Events →
|
||||
</button>
|
||||
{earnings.length > 0 && (
|
||||
<div style={{ marginTop: 10 }}>
|
||||
<div style={{ fontSize: 11, fontWeight: 600, color: '#374151', marginBottom: 4 }}>Past Earnings</div>
|
||||
{earnings.slice(0,3).map((e, i) => (
|
||||
<div key={i} style={{ display: 'flex', justifyContent: 'space-between', fontSize: 11, color: '#6B7280', padding: '2px 0' }}>
|
||||
<span>{fmtDate(e.date)}</span>
|
||||
<span style={{ color: e.eps >= (e.epsEstimated ?? e.eps) ? '#16A34A' : '#DC2626' }}>
|
||||
EPS {e.eps != null ? `$${e.eps.toFixed(2)}` : '—'}
|
||||
</span>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
// ─── Empty state ──────────────────────────────────────────────────────────────
|
||||
function EmptyState() {
|
||||
function EmptyState({ onSelect }: { onSelect: (symbol: string) => void }) {
|
||||
return (
|
||||
<div style={{
|
||||
display: 'flex', flexDirection: 'column', alignItems: 'center',
|
||||
@ -346,15 +417,19 @@ function EmptyState() {
|
||||
</div>
|
||||
<div style={{ display: 'flex', gap: 8, marginTop: 8 }}>
|
||||
{['AAPL','MSFT','GOOGL','AMZN','NVDA'].map(t => (
|
||||
<span key={t} style={{
|
||||
padding: '4px 12px',
|
||||
background: '#EFF6FF',
|
||||
color: '#2563EB',
|
||||
borderRadius: 20,
|
||||
fontSize: 13,
|
||||
fontWeight: 600,
|
||||
cursor: 'pointer',
|
||||
}}>
|
||||
<span
|
||||
key={t}
|
||||
onClick={() => onSelect(t)}
|
||||
style={{
|
||||
padding: '4px 12px',
|
||||
background: '#EFF6FF',
|
||||
color: '#2563EB',
|
||||
borderRadius: 20,
|
||||
fontSize: 13,
|
||||
fontWeight: 600,
|
||||
cursor: 'pointer',
|
||||
}}
|
||||
>
|
||||
{t}
|
||||
</span>
|
||||
))}
|
||||
@ -367,17 +442,14 @@ function EmptyState() {
|
||||
export function HomeView() {
|
||||
const { activeSymbol, setActiveSymbol } = useAppContext();
|
||||
|
||||
// Allow clicking the example tickers in empty state
|
||||
const handleTickerClick = (t: string) => setActiveSymbol(t);
|
||||
|
||||
if (!activeSymbol) return <EmptyState />;
|
||||
if (!activeSymbol) return <EmptyState onSelect={setActiveSymbol} />;
|
||||
|
||||
return (
|
||||
<div>
|
||||
<TickerHeader symbol={activeSymbol} />
|
||||
<StockChart symbol={activeSymbol} />
|
||||
<QuickStats symbol={activeSymbol} />
|
||||
<ResearchPlaceholder symbol={activeSymbol} />
|
||||
<ResearchCards symbol={activeSymbol} />
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
@ -1,13 +1,12 @@
|
||||
import { useState } from 'react';
|
||||
import { useAppContext } from '../context/AppContext';
|
||||
import { MarketplaceTab } from '../tabs/MarketplaceTab';
|
||||
import { TopVolatile, AISetups } from '../components/MarketOpportunities';
|
||||
import { RISK_STYLE_TEMPLATES } from '../lib/RiskStyleTemplates';
|
||||
import type { StrategyPreset } from '../lib/PresetRegistry';
|
||||
import { useState } from 'react';
|
||||
|
||||
export function MarketsView() {
|
||||
const { botState, showMarketplaceTab } = useAppContext();
|
||||
const [clonedPreset, setClonedPreset] = useState<StrategyPreset | null>(null);
|
||||
const [, setClonedPreset] = useState<StrategyPreset | null>(null);
|
||||
|
||||
const handleClone = (preset: StrategyPreset) => setClonedPreset(preset);
|
||||
|
||||
|
||||
@ -3,21 +3,81 @@ import { useAppContext } from '../context/AppContext';
|
||||
import { SignalsTab } from '../tabs/SignalsTab';
|
||||
import { BacktestTab } from '../tabs/BacktestTab';
|
||||
import { MyStrategiesTab } from '../tabs/MyStrategiesTab';
|
||||
import { StrategyWizard } from '../components/StrategyWizard';
|
||||
import { VisualRuleBuilder, type VisualRule } from '../components/strategy/VisualRuleBuilder';
|
||||
import { CodeStrategyEditor } from '../components/strategy/CodeStrategyEditor';
|
||||
import { getPlatformAccessToken } from '../lib/authSession';
|
||||
import { tradingRuntime } from '../lib/runtime';
|
||||
import { createRequestId } from '../../../shared/request-id.js';
|
||||
|
||||
type ResearchTab = 'Signals' | 'Strategies' | 'Backtesting';
|
||||
type ResearchTab = 'Strategies' | 'Visual Builder' | 'Code Editor' | 'Signals' | 'Backtesting';
|
||||
|
||||
// Sub-tab pill styles
|
||||
function SubTab({
|
||||
label, active, onClick,
|
||||
}: { label: string; active: boolean; onClick: () => void }) {
|
||||
return (
|
||||
<button
|
||||
onClick={onClick}
|
||||
style={{
|
||||
padding: '8px 16px',
|
||||
border: 'none',
|
||||
borderBottom: active ? '2px solid #2563EB' : '2px solid transparent',
|
||||
background: 'transparent',
|
||||
color: active ? '#2563EB' : '#6B7280',
|
||||
fontSize: 13,
|
||||
fontWeight: active ? 700 : 500,
|
||||
cursor: 'pointer',
|
||||
marginBottom: -1,
|
||||
transition: 'all 0.15s',
|
||||
fontFamily: 'inherit',
|
||||
}}
|
||||
>
|
||||
{label}
|
||||
</button>
|
||||
);
|
||||
}
|
||||
|
||||
export function ResearchView() {
|
||||
const { botState, connected, showBacktestTab, isAdmin } = useAppContext();
|
||||
const { botState, connected, showBacktestTab, isAdmin, activeSymbol } = useAppContext();
|
||||
const [tab, setTab] = useState<ResearchTab>('Strategies');
|
||||
const [wizardSeed, setWizardSeed] = useState<any>(null);
|
||||
|
||||
const tabs: ResearchTab[] = [
|
||||
'Strategies',
|
||||
'Visual Builder',
|
||||
'Code Editor',
|
||||
...(isAdmin ? ['Signals' as ResearchTab] : []),
|
||||
...(showBacktestTab ? ['Backtesting' as ResearchTab] : []),
|
||||
];
|
||||
|
||||
// Save a visual-builder strategy by converting rules to a profile config
|
||||
const handleSaveVisualStrategy = async (name: string, rules: VisualRule[]) => {
|
||||
const token = await getPlatformAccessToken();
|
||||
const fallbackSymbol = Object.keys(botState.symbols)[0] ?? 'SPY';
|
||||
const body = {
|
||||
name,
|
||||
symbol: activeSymbol || fallbackSymbol,
|
||||
strategyType: 'visual',
|
||||
visualRules: rules,
|
||||
// Convert to a human-readable description for the existing strategy engine
|
||||
description: rules.map((r, i) =>
|
||||
`Rule ${i + 1}: IF ${r.indicator} ${r.condition} ${r.value} → ${r.action} ${r.quantity} ${r.quantityType}`
|
||||
).join('; '),
|
||||
};
|
||||
const res = await fetch(`${tradingRuntime.tradingApiUrl}/api/profiles`, {
|
||||
method: 'POST',
|
||||
headers: {
|
||||
'Content-Type': 'application/json',
|
||||
Authorization: `Bearer ${token}`,
|
||||
'x-request-id': createRequestId('web-strategy'),
|
||||
},
|
||||
body: JSON.stringify(body),
|
||||
});
|
||||
if (!res.ok) {
|
||||
const data = await res.json().catch(() => ({})) as any;
|
||||
throw new Error(data?.error ?? `Save failed (${res.status})`);
|
||||
}
|
||||
};
|
||||
|
||||
return (
|
||||
<div>
|
||||
<h2 style={{ fontSize: 22, fontWeight: 800, color: '#111827', margin: '0 0 20px' }}>Research</h2>
|
||||
@ -27,44 +87,56 @@ export function ResearchView() {
|
||||
borderBottom: '1px solid #E5E7EB',
|
||||
}}>
|
||||
{tabs.map(t => (
|
||||
<button
|
||||
key={t}
|
||||
onClick={() => setTab(t)}
|
||||
style={{
|
||||
padding: '8px 16px',
|
||||
border: 'none',
|
||||
borderBottom: tab === t ? '2px solid #2563EB' : '2px solid transparent',
|
||||
background: 'transparent',
|
||||
color: tab === t ? '#2563EB' : '#6B7280',
|
||||
fontSize: 13,
|
||||
fontWeight: tab === t ? 700 : 500,
|
||||
cursor: 'pointer',
|
||||
marginBottom: -1,
|
||||
transition: 'all 0.15s',
|
||||
}}
|
||||
>
|
||||
{t}
|
||||
</button>
|
||||
<SubTab key={t} label={t} active={tab === t} onClick={() => setTab(t)} />
|
||||
))}
|
||||
</div>
|
||||
|
||||
{tab === 'Signals' && <SignalsTab botState={botState} connected={connected} />}
|
||||
{tab === 'Strategies' && !wizardSeed && (
|
||||
{tab === 'Strategies' && (
|
||||
<MyStrategiesTab
|
||||
botState={botState}
|
||||
alerts={botState.alerts}
|
||||
previewAsCustomer={false}
|
||||
/>
|
||||
)}
|
||||
{tab === 'Strategies' && wizardSeed && (
|
||||
<StrategyWizard
|
||||
editingProfile={wizardSeed}
|
||||
profile={null}
|
||||
previewAsCustomer={false}
|
||||
onComplete={() => setWizardSeed(null)}
|
||||
/>
|
||||
|
||||
{tab === 'Visual Builder' && (
|
||||
<div>
|
||||
<div style={{ marginBottom: 16 }}>
|
||||
<div style={{ fontSize: 15, fontWeight: 700, color: '#111827', marginBottom: 4 }}>
|
||||
Visual Rule Builder
|
||||
</div>
|
||||
<div style={{ fontSize: 13, color: '#6B7280' }}>
|
||||
Build a trading strategy by composing IF/THEN rules. Drag rows to reorder. Click "Save Strategy" to store it.
|
||||
</div>
|
||||
</div>
|
||||
<VisualRuleBuilder
|
||||
symbol={activeSymbol || Object.keys(botState.symbols)[0] || 'SPY'}
|
||||
onSave={handleSaveVisualStrategy}
|
||||
/>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{tab === 'Code Editor' && (
|
||||
<div>
|
||||
<div style={{ marginBottom: 16 }}>
|
||||
<div style={{ fontSize: 15, fontWeight: 700, color: '#111827', marginBottom: 4 }}>
|
||||
Code Strategy Editor
|
||||
</div>
|
||||
<div style={{ fontSize: 13, color: '#6B7280' }}>
|
||||
Write a custom strategy function in JavaScript. Click "Run Backtest" to test it against historical data.
|
||||
</div>
|
||||
</div>
|
||||
<CodeStrategyEditor symbol={activeSymbol || Object.keys(botState.symbols)[0] || 'SPY'} />
|
||||
</div>
|
||||
)}
|
||||
|
||||
{tab === 'Signals' && (
|
||||
<SignalsTab botState={botState} connected={connected} />
|
||||
)}
|
||||
|
||||
{tab === 'Backtesting' && (
|
||||
<BacktestTab previewAsCustomer={false} />
|
||||
)}
|
||||
{tab === 'Backtesting' && <BacktestTab previewAsCustomer={false} />}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
@ -1,43 +1,164 @@
|
||||
import { useState } from 'react';
|
||||
import { SlidersHorizontal, Search } from 'lucide-react';
|
||||
import { useState, useEffect, useCallback } from 'react';
|
||||
import { SlidersHorizontal, Search, Loader2, RefreshCw } from 'lucide-react';
|
||||
import { useAppContext } from '../context/AppContext';
|
||||
import { useNavigate } from 'react-router-dom';
|
||||
import { getPlatformAccessToken } from '../lib/authSession';
|
||||
import { tradingRuntime } from '../lib/runtime';
|
||||
import { createRequestId } from '../../../shared/request-id.js';
|
||||
|
||||
// Phase 6 will wire this to /api/screener (FMP)
|
||||
const PLACEHOLDER_RESULTS = [
|
||||
{ symbol: 'AAPL', name: 'Apple Inc.', price: 201.36, change: 1.02, marketCap: '3.0T', pe: 32.1, sector: 'Technology' },
|
||||
{ symbol: 'MSFT', name: 'Microsoft Corp.', price: 426.52, change: 0.89, marketCap: '3.2T', pe: 36.4, sector: 'Technology' },
|
||||
{ symbol: 'GOOGL', name: 'Alphabet Inc.', price: 172.49, change: 1.36, marketCap: '2.1T', pe: 20.3, sector: 'Technology' },
|
||||
{ symbol: 'AMZN', name: 'Amazon.com Inc.', price: 186.10, change: -0.23, marketCap: '2.0T', pe: 41.8, sector: 'Consumer' },
|
||||
{ symbol: 'NVDA', name: 'NVIDIA Corp.', price: 134.81, change: 2.31, marketCap: '3.3T', pe: 48.2, sector: 'Technology' },
|
||||
{ symbol: 'META', name: 'Meta Platforms Inc.', price: 572.40, change: -0.55, marketCap: '1.4T', pe: 26.7, sector: 'Technology' },
|
||||
{ symbol: 'TSLA', name: 'Tesla Inc.', price: 284.65, change: 3.12, marketCap: '908B', pe: 88.3, sector: 'Automotive' },
|
||||
{ symbol: 'JPM', name: 'JPMorgan Chase & Co.', price: 249.90, change: 0.34, marketCap: '710B', pe: 13.2, sector: 'Financials' },
|
||||
// ─── Types ────────────────────────────────────────────────────────────────────
|
||||
interface ScreenerRow {
|
||||
symbol: string;
|
||||
companyName: string;
|
||||
price: number;
|
||||
changesPercentage: number;
|
||||
marketCap: number;
|
||||
pe: number | null;
|
||||
sector: string;
|
||||
volume: number;
|
||||
}
|
||||
|
||||
const SECTORS = [
|
||||
'All', 'Technology', 'Financial Services', 'Healthcare', 'Consumer Cyclical',
|
||||
'Consumer Defensive', 'Industrials', 'Energy', 'Utilities', 'Real Estate',
|
||||
'Communication Services', 'Basic Materials',
|
||||
];
|
||||
|
||||
const SECTORS = ['All', 'Technology', 'Financials', 'Consumer', 'Healthcare', 'Automotive', 'Energy'];
|
||||
const CAP_OPTIONS: { label: string; min: number; max?: number }[] = [
|
||||
{ label: 'Any Cap', min: 0 },
|
||||
{ label: 'Mega (>$200B)', min: 200_000_000_000 },
|
||||
{ label: 'Large ($10B–$200B)', min: 10_000_000_000, max: 200_000_000_000 },
|
||||
{ label: 'Mid ($2B–$10B)', min: 2_000_000_000, max: 10_000_000_000 },
|
||||
{ label: 'Small (<$2B)', min: 0, max: 2_000_000_000 },
|
||||
];
|
||||
|
||||
const fmtCap = (n: number) => {
|
||||
if (n >= 1e12) return `$${(n / 1e12).toFixed(1)}T`;
|
||||
if (n >= 1e9) return `$${(n / 1e9).toFixed(1)}B`;
|
||||
if (n >= 1e6) return `$${(n / 1e6).toFixed(1)}M`;
|
||||
return `$${n.toLocaleString()}`;
|
||||
};
|
||||
|
||||
// ─── Screener fetch ───────────────────────────────────────────────────────────
|
||||
async function runScreener(params: {
|
||||
sector: string;
|
||||
marketCapMore?: number;
|
||||
marketCapLess?: number;
|
||||
limit: number;
|
||||
}): Promise<ScreenerRow[]> {
|
||||
const token = await getPlatformAccessToken();
|
||||
const qs = new URLSearchParams({ limit: String(params.limit) });
|
||||
if (params.sector && params.sector !== 'All') qs.set('sector', params.sector);
|
||||
if (params.marketCapMore) qs.set('marketCapMoreThan', String(params.marketCapMore));
|
||||
if (params.marketCapLess) qs.set('marketCapLessThan', String(params.marketCapLess));
|
||||
|
||||
const res = await fetch(`${tradingRuntime.tradingApiUrl}/api/screener?${qs}`, {
|
||||
headers: {
|
||||
Authorization: `Bearer ${token}`,
|
||||
'x-request-id': createRequestId('web-screener'),
|
||||
},
|
||||
});
|
||||
if (!res.ok) {
|
||||
const body = await res.json().catch(() => ({})) as any;
|
||||
throw new Error(body?.error ?? `Screener failed (${res.status})`);
|
||||
}
|
||||
const data = await res.json() as any;
|
||||
return Array.isArray(data) ? data : (data.results ?? []);
|
||||
}
|
||||
|
||||
// ─── ScreenerView ─────────────────────────────────────────────────────────────
|
||||
export function ScreenerView() {
|
||||
const { setActiveSymbol } = useAppContext();
|
||||
const [sector, setSector] = useState('All');
|
||||
const [query, setQuery] = useState('');
|
||||
const navigate = useNavigate();
|
||||
|
||||
const filtered = PLACEHOLDER_RESULTS.filter(r => {
|
||||
const matchSector = sector === 'All' || r.sector === sector;
|
||||
const matchQuery = !query
|
||||
|| r.symbol.includes(query.toUpperCase())
|
||||
|| r.name.toLowerCase().includes(query.toLowerCase());
|
||||
return matchSector && matchQuery;
|
||||
});
|
||||
const [results, setResults] = useState<ScreenerRow[]>([]);
|
||||
const [loading, setLoading] = useState(false);
|
||||
const [error, setError] = useState<string | null>(null);
|
||||
const [query, setQuery] = useState('');
|
||||
const [sector, setSector] = useState('All');
|
||||
const [capIdx, setCapIdx] = useState(0);
|
||||
const [sortKey, setSortKey] = useState<keyof ScreenerRow>('marketCap');
|
||||
const [sortAsc, setSortAsc] = useState(false);
|
||||
|
||||
const fetchResults = useCallback(async () => {
|
||||
setLoading(true);
|
||||
setError(null);
|
||||
const cap = CAP_OPTIONS[capIdx];
|
||||
try {
|
||||
const rows = await runScreener({
|
||||
sector,
|
||||
marketCapMore: cap.min > 0 ? cap.min : undefined,
|
||||
marketCapLess: cap.max,
|
||||
limit: 50,
|
||||
});
|
||||
setResults(rows);
|
||||
} catch (e: any) {
|
||||
setError(e?.message ?? 'Screener request failed');
|
||||
} finally {
|
||||
setLoading(false);
|
||||
}
|
||||
}, [sector, capIdx]);
|
||||
|
||||
// Fetch on mount and when filters change
|
||||
useEffect(() => { fetchResults(); }, [fetchResults]);
|
||||
|
||||
// Client-side search filter + sort
|
||||
const filtered = results
|
||||
.filter(r => {
|
||||
if (!query) return true;
|
||||
const q = query.toUpperCase();
|
||||
return r.symbol?.includes(q) || r.companyName?.toLowerCase().includes(query.toLowerCase());
|
||||
})
|
||||
.sort((a, b) => {
|
||||
const av = a[sortKey] as any ?? 0;
|
||||
const bv = b[sortKey] as any ?? 0;
|
||||
return sortAsc ? (av > bv ? 1 : -1) : (av < bv ? 1 : -1);
|
||||
});
|
||||
|
||||
const handleSort = (key: keyof ScreenerRow) => {
|
||||
if (sortKey === key) setSortAsc(p => !p);
|
||||
else { setSortKey(key); setSortAsc(false); }
|
||||
};
|
||||
|
||||
const SortIcon = ({ k }: { k: keyof ScreenerRow }) => (
|
||||
<span style={{ color: sortKey === k ? '#2563EB' : '#D1D5DB', marginLeft: 3, fontSize: 10 }}>
|
||||
{sortKey === k ? (sortAsc ? '▲' : '▼') : '⇅'}
|
||||
</span>
|
||||
);
|
||||
|
||||
const handleRowClick = (symbol: string) => {
|
||||
setActiveSymbol(symbol);
|
||||
navigate('/');
|
||||
};
|
||||
|
||||
return (
|
||||
<div>
|
||||
<h2 style={{ fontSize: 22, fontWeight: 800, color: '#111827', margin: '0 0 20px' }}>Screener</h2>
|
||||
<div style={{ display: 'flex', alignItems: 'center', marginBottom: 20 }}>
|
||||
<h2 style={{ fontSize: 22, fontWeight: 800, color: '#111827', margin: 0 }}>Stock Screener</h2>
|
||||
<div style={{ flex: 1 }} />
|
||||
<button
|
||||
onClick={fetchResults}
|
||||
disabled={loading}
|
||||
style={{
|
||||
display: 'flex', alignItems: 'center', gap: 6,
|
||||
padding: '7px 12px', border: '1px solid #E5E7EB', borderRadius: 8,
|
||||
background: '#fff', color: '#374151', fontSize: 12, fontWeight: 600,
|
||||
cursor: loading ? 'wait' : 'pointer',
|
||||
}}
|
||||
>
|
||||
<RefreshCw size={13} style={{ animation: loading ? 'spin 1s linear infinite' : 'none' }} />
|
||||
Refresh
|
||||
</button>
|
||||
</div>
|
||||
|
||||
{/* Filters */}
|
||||
<div style={{ display: 'flex', gap: 12, marginBottom: 20, flexWrap: 'wrap' }}>
|
||||
<div style={{ display: 'flex', gap: 12, marginBottom: 16, flexWrap: 'wrap', alignItems: 'center' }}>
|
||||
{/* Search */}
|
||||
<div style={{ position: 'relative', flex: 1, minWidth: 200, maxWidth: 300 }}>
|
||||
<Search size={14} style={{ position: 'absolute', left: 10, top: '50%', transform: 'translateY(-50%)', color: '#9CA3AF' }} />
|
||||
<div style={{ position: 'relative', minWidth: 200, maxWidth: 280 }}>
|
||||
<Search size={14} style={{
|
||||
position: 'absolute', left: 10, top: '50%',
|
||||
transform: 'translateY(-50%)', color: '#9CA3AF',
|
||||
}} />
|
||||
<input
|
||||
type="text"
|
||||
placeholder="Filter by name or ticker…"
|
||||
@ -53,82 +174,164 @@ export function ScreenerView() {
|
||||
/>
|
||||
</div>
|
||||
|
||||
{/* Market cap */}
|
||||
<select
|
||||
value={capIdx}
|
||||
onChange={e => setCapIdx(Number(e.target.value))}
|
||||
style={{
|
||||
padding: '8px 12px', border: '1px solid #E5E7EB', borderRadius: 8,
|
||||
fontSize: 12, background: '#fff', color: '#374151', fontFamily: 'inherit',
|
||||
cursor: 'pointer',
|
||||
}}
|
||||
>
|
||||
{CAP_OPTIONS.map((c, i) => (
|
||||
<option key={c.label} value={i}>{c.label}</option>
|
||||
))}
|
||||
</select>
|
||||
|
||||
{/* Sector pills */}
|
||||
<div style={{ display: 'flex', gap: 6, flexWrap: 'wrap', alignItems: 'center' }}>
|
||||
<SlidersHorizontal size={14} color="#6B7280" />
|
||||
{SECTORS.map(s => (
|
||||
<div style={{ display: 'flex', gap: 5, flexWrap: 'wrap', alignItems: 'center' }}>
|
||||
<SlidersHorizontal size={13} color="#6B7280" />
|
||||
{SECTORS.slice(0, 6).map(s => (
|
||||
<button
|
||||
key={s}
|
||||
onClick={() => setSector(s)}
|
||||
style={{
|
||||
padding: '5px 12px', borderRadius: 20,
|
||||
border: '1px solid', fontSize: 12, fontWeight: 600,
|
||||
cursor: 'pointer', transition: 'all 0.15s',
|
||||
padding: '5px 10px', borderRadius: 20,
|
||||
border: '1px solid', fontSize: 11, fontWeight: 600,
|
||||
cursor: 'pointer',
|
||||
borderColor: sector === s ? '#2563EB' : '#E5E7EB',
|
||||
background: sector === s ? '#EFF6FF' : '#fff',
|
||||
color: sector === s ? '#2563EB' : '#6B7280',
|
||||
fontFamily: 'inherit',
|
||||
}}
|
||||
>
|
||||
{s}
|
||||
</button>
|
||||
))}
|
||||
{/* Sector dropdown for rest */}
|
||||
<select
|
||||
value={SECTORS.indexOf(sector) >= 6 ? sector : ''}
|
||||
onChange={e => e.target.value && setSector(e.target.value)}
|
||||
style={{
|
||||
padding: '5px 8px', border: '1px solid #E5E7EB', borderRadius: 20,
|
||||
fontSize: 11, background: '#fff', color: '#6B7280', fontFamily: 'inherit',
|
||||
cursor: 'pointer',
|
||||
}}
|
||||
>
|
||||
<option value="">More sectors…</option>
|
||||
{SECTORS.slice(6).map(s => (
|
||||
<option key={s} value={s}>{s}</option>
|
||||
))}
|
||||
</select>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Error */}
|
||||
{error && !loading && (
|
||||
<div style={{
|
||||
padding: 12, background: '#FEF2F2', border: '1px solid #FCA5A5',
|
||||
borderRadius: 8, fontSize: 13, color: '#DC2626', marginBottom: 12,
|
||||
}}>
|
||||
{error}
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Results table */}
|
||||
<div style={{ background: '#fff', borderRadius: 12, border: '1px solid #E5E7EB', overflow: 'hidden' }}>
|
||||
{/* Header */}
|
||||
<div style={{
|
||||
display: 'grid',
|
||||
gridTemplateColumns: '1.5fr 2.5fr 1fr 1fr 1fr 1fr',
|
||||
gridTemplateColumns: '100px 1fr 90px 90px 110px 80px 110px',
|
||||
padding: '10px 16px',
|
||||
borderBottom: '1px solid #F3F4F6',
|
||||
background: '#F9FAFB',
|
||||
}}>
|
||||
{['Symbol','Name','Price','Change','Mkt Cap','P/E'].map(h => (
|
||||
<span key={h} style={{ fontSize: 11, color: '#9CA3AF', fontWeight: 700, textTransform: 'uppercase', letterSpacing: '0.05em' }}>
|
||||
{h}
|
||||
{([
|
||||
['symbol', 'Symbol'],
|
||||
['companyName', 'Company'],
|
||||
['price', 'Price'],
|
||||
['changesPercentage', 'Change %'],
|
||||
['marketCap', 'Market Cap'],
|
||||
['pe', 'P/E'],
|
||||
['volume', 'Volume'],
|
||||
] as [keyof ScreenerRow, string][]).map(([key, label]) => (
|
||||
<span
|
||||
key={key}
|
||||
onClick={() => handleSort(key)}
|
||||
style={{
|
||||
fontSize: 11, color: '#9CA3AF', fontWeight: 700,
|
||||
textTransform: 'uppercase', letterSpacing: '0.05em',
|
||||
cursor: 'pointer', userSelect: 'none',
|
||||
}}
|
||||
>
|
||||
{label}<SortIcon k={key} />
|
||||
</span>
|
||||
))}
|
||||
</div>
|
||||
|
||||
{filtered.map((row, i) => (
|
||||
{/* Loading */}
|
||||
{loading && (
|
||||
<div style={{
|
||||
padding: 40, display: 'flex', flexDirection: 'column',
|
||||
alignItems: 'center', gap: 10, color: '#9CA3AF',
|
||||
}}>
|
||||
<Loader2 size={28} color="#93C5FD" style={{ animation: 'spin 1s linear infinite' }} />
|
||||
<span style={{ fontSize: 13 }}>Fetching screener results…</span>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{/* Rows */}
|
||||
{!loading && filtered.map((row, i) => (
|
||||
<div
|
||||
key={row.symbol}
|
||||
onClick={() => setActiveSymbol(row.symbol)}
|
||||
onClick={() => handleRowClick(row.symbol)}
|
||||
style={{
|
||||
display: 'grid',
|
||||
gridTemplateColumns: '1.5fr 2.5fr 1fr 1fr 1fr 1fr',
|
||||
padding: '12px 16px',
|
||||
gridTemplateColumns: '100px 1fr 90px 90px 110px 80px 110px',
|
||||
padding: '11px 16px',
|
||||
borderBottom: i < filtered.length - 1 ? '1px solid #F9FAFB' : 'none',
|
||||
cursor: 'pointer',
|
||||
transition: 'background 0.1s',
|
||||
alignItems: 'center',
|
||||
}}
|
||||
onMouseEnter={e => (e.currentTarget.style.background = '#F9FAFB')}
|
||||
onMouseLeave={e => (e.currentTarget.style.background = 'transparent')}
|
||||
>
|
||||
<span style={{ fontSize: 13, fontWeight: 700, color: '#2563EB' }}>{row.symbol}</span>
|
||||
<span style={{ fontSize: 12, color: '#374151' }}>{row.name}</span>
|
||||
<span style={{ fontSize: 13, fontWeight: 600, color: '#111827' }}>${row.price.toFixed(2)}</span>
|
||||
<span style={{ fontSize: 13, fontWeight: 600, color: row.change >= 0 ? '#16A34A' : '#DC2626' }}>
|
||||
{row.change >= 0 ? '+' : ''}{row.change.toFixed(2)}%
|
||||
<span style={{ fontSize: 12, color: '#374151' }}>{row.companyName}</span>
|
||||
<span style={{ fontSize: 13, fontWeight: 600, color: '#111827' }}>
|
||||
{row.price != null ? `$${row.price.toFixed(2)}` : '—'}
|
||||
</span>
|
||||
<span style={{
|
||||
fontSize: 12, fontWeight: 600,
|
||||
color: row.changesPercentage >= 0 ? '#16A34A' : '#DC2626',
|
||||
}}>
|
||||
{row.changesPercentage >= 0 ? '+' : ''}{row.changesPercentage?.toFixed(2)}%
|
||||
</span>
|
||||
<span style={{ fontSize: 12, color: '#374151' }}>
|
||||
{row.marketCap ? fmtCap(row.marketCap) : '—'}
|
||||
</span>
|
||||
<span style={{ fontSize: 12, color: '#374151' }}>
|
||||
{row.pe != null && row.pe > 0 ? row.pe.toFixed(1) : '—'}
|
||||
</span>
|
||||
<span style={{ fontSize: 12, color: '#374151' }}>
|
||||
{row.volume ? fmtCap(row.volume).replace('$', '') : '—'}
|
||||
</span>
|
||||
<span style={{ fontSize: 12, color: '#374151' }}>{row.marketCap}</span>
|
||||
<span style={{ fontSize: 12, color: '#374151' }}>{row.pe}</span>
|
||||
</div>
|
||||
))}
|
||||
|
||||
{filtered.length === 0 && (
|
||||
{!loading && filtered.length === 0 && !error && (
|
||||
<div style={{ padding: 32, textAlign: 'center', color: '#9CA3AF', fontSize: 13 }}>
|
||||
No results match your filters
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
|
||||
<div style={{ marginTop: 10, fontSize: 11, color: '#9CA3AF' }}>
|
||||
⚡ Phase 6 will connect this to live FMP screener data with full filtering
|
||||
</div>
|
||||
{!loading && filtered.length > 0 && (
|
||||
<div style={{ marginTop: 8, fontSize: 11, color: '#9CA3AF' }}>
|
||||
{filtered.length} companies · Click any row to view chart & research
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
@ -24,5 +24,9 @@
|
||||
"noFallthroughCasesInSwitch": true,
|
||||
"noUncheckedSideEffectImports": true
|
||||
},
|
||||
"include": ["src", "../shared/**/*.ts"]
|
||||
"include": ["src", "../shared/**/*.ts"],
|
||||
"exclude": [
|
||||
"../shared/platform-clients.ts",
|
||||
"../shared/platform-mobile.ts"
|
||||
]
|
||||
}
|
||||
|
||||
@ -2,6 +2,16 @@ import { defineConfig } from 'vitest/config'
|
||||
import react from '@vitejs/plugin-react'
|
||||
import tailwindcss from '@tailwindcss/vite'
|
||||
import path from 'node:path'
|
||||
import fs from 'node:fs'
|
||||
|
||||
// Resolve a @bytelyst/* package: prefer web/node_modules, fall back to vendor/
|
||||
function bytelystAlias(pkg: string): string {
|
||||
const nmPath = path.resolve(__dirname, 'node_modules/@bytelyst', pkg);
|
||||
const vendorPath = path.resolve(__dirname, '../vendor/bytelyst', pkg);
|
||||
if (fs.existsSync(nmPath)) return nmPath;
|
||||
if (fs.existsSync(vendorPath)) return vendorPath;
|
||||
return nmPath; // let Vite surface the missing-module error
|
||||
}
|
||||
|
||||
// https://vite.dev/config/
|
||||
export default defineConfig({
|
||||
@ -11,9 +21,15 @@ export default defineConfig({
|
||||
],
|
||||
// Shared files (../shared/*.ts) live outside web/ so Vite resolves their imports
|
||||
// from the repo root where @bytelyst/* are not installed. Redirect all @bytelyst/*
|
||||
// imports to web/node_modules where pnpm installs them.
|
||||
// imports first to web/node_modules, then fall back to the monorepo vendor/ dir.
|
||||
resolve: {
|
||||
// Deduplicate React so the vendored react-auth dist resolves the same react instance
|
||||
dedupe: ['react', 'react-dom', 'react/jsx-runtime', 'react-router-dom'],
|
||||
alias: [
|
||||
// Vendor packages that live only in vendor/ (not in web/node_modules/)
|
||||
{ find: '@bytelyst/api-client', replacement: bytelystAlias('api-client') },
|
||||
{ find: '@bytelyst/errors', replacement: bytelystAlias('errors') },
|
||||
// General catch-all: every other @bytelyst/* → web/node_modules
|
||||
{
|
||||
find: /^@bytelyst\/(.+)/,
|
||||
replacement: path.resolve(__dirname, 'node_modules/@bytelyst/$1'),
|
||||
|
||||
Loading…
Reference in New Issue
Block a user