Move fixed shell dimensions into responsive classes so sub-1024px layouts hide the right panel, turn the sidebar into a bottom nav, and keep dashboard content usable with adaptive grids and horizontal screener scrolling.
Refs: docs/AUDIT_REDESIGN.md item D5.
Co-Authored-By: GPT-5 Codex <noreply@openai.com>
Replace plain loading text in news, research cards, and screener results with stable skeleton layouts so the dashboard holds its shape while market data requests resolve.
Refs: docs/AUDIT_REDESIGN.md item D1.
Co-Authored-By: GPT-5 Codex <noreply@openai.com>
Centralize the HomeView research profile fetch so the ticker header and research cards share one FMP profile request, preserving the B3 company-name behavior without doubling profile traffic. Wire the FMP cache regression into the backend test script and fix the stale API-contract shared import so backend tests can run through the new cache check.
Refs: docs/AUDIT_REDESIGN.md items B2, B3, and C2.
Co-Authored-By: GPT-5 Codex <noreply@openai.com>
Route the ticker header watchlist and alert controls to their existing screens and replace the symbol placeholder with the research profile company name while preserving a symbol fallback.
Refs: docs/AUDIT_REDESIGN.md items B2 and B3.
Co-Authored-By: GPT-5 Codex <noreply@openai.com>
Compute RSI, MACD, and Bollinger Bands from the OHLCV bars already loaded by StockChart so the redesigned dashboard can expose the planned technical indicators without adding backend calls. Bollinger Bands overlay the price chart while RSI and MACD render in separate panels to preserve scale readability.
Refs: docs/AUDIT_REDESIGN.md item B1.
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>
