Add a 30-minute in-memory cache keyed by the complete Financial Modeling Prep upstream URL so repeated profile, metrics, earnings, and screener requests do not burn the free-tier quota. The cache keeps non-OK responses out of storage so transient rate-limit or provider errors can recover on the next request.
Refs: docs/AUDIT_REDESIGN.md item C2.
Co-Authored-By: GPT-5 Codex <noreply@openai.com>
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>
Replaces the 12-tab dashboard with a 3-column layout matching the
investing app mockup (sidebar nav, main chart area, right panel).
Web changes:
- New context/AppContext.tsx — shared botState/auth across all views
- New layout: Sidebar, Header (with market index sparklines), RightPanel
- New views: Home, Portfolio, Research, Markets, Screener, Watchlist, Alerts, Settings
- AppShell wires React Router routes to all views
- App.tsx refactored to use AppContext.Provider + BrowserRouter
Backend changes:
- 6 new proxy endpoints: /api/news, /api/market/indices,
/api/research/profile, /api/research/metrics,
/api/research/earnings, /api/screener
- config/index.ts: FMP_API_KEY env var added
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
