feat: Add Phase 4 advanced metrics and components
- Add advanced metrics dashboard with trade analytics - Add new trading components (EntryTypeAnalysis, MultiDayPositionTracker, NewsEventTracker, etc.) - Add strategy mode selector and trend confirmation - Add risk automation panel and slippage correlation analysis - Add daily trading plan enhancements with modal components - Add custom hooks (useApi, useLocalStorage, useAdvancedTradeMetrics) - Add broker service integration and trading API - Add test setup and vitest configuration - Include parquet data files for live market data - Add comprehensive documentation in docs/ folder
This commit is contained in:
Krikorios
@@ -0,0 +1,411 @@
|
||||
# Week 1-2 Frontend Refactoring Summary
|
||||
|
||||
## Overview
|
||||
|
||||
This document summarizes the Phase 1 refactoring work completed for the Gold Trading Simulator frontend, focusing on creating shared utilities, improving component architecture, and establishing better patterns for future development.
|
||||
|
||||
---
|
||||
|
||||
## ✅ Completed Work
|
||||
|
||||
### 1. Shared Utility Hooks Created
|
||||
|
||||
#### **useLocalStorage Hook**
|
||||
**Location:** `/frontend/src/hooks/useLocalStorage.ts`
|
||||
|
||||
- Centralized localStorage management with type safety
|
||||
- Automatic JSON serialization/deserialization
|
||||
- Error handling for storage quota and parsing failures
|
||||
- Returns `[value, setValue, removeValue]` tuple
|
||||
- SSR-safe (handles `window` undefined)
|
||||
|
||||
**Benefits:**
|
||||
- Eliminates duplicated localStorage patterns across 3+ components
|
||||
- Type-safe state persistence
|
||||
- Cleaner component code
|
||||
|
||||
**Usage Example:**
|
||||
```typescript
|
||||
const [plan, setPlan, removePlan] = useLocalStorage<TradingPlan>(
|
||||
'daily-trading-plan',
|
||||
defaultPlan
|
||||
);
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
#### **useApi Hook**
|
||||
**Location:** `/frontend/src/hooks/useApi.ts`
|
||||
|
||||
- Centralized async API call management
|
||||
- Built-in loading, error, and data states
|
||||
- Automatic request cancellation on unmount (prevents memory leaks)
|
||||
- Supports success/error callbacks
|
||||
- Prevents state updates on unmounted components
|
||||
|
||||
**Benefits:**
|
||||
- Consistent error handling patterns
|
||||
- Eliminates "Can't perform state update on unmounted component" warnings
|
||||
- Cleaner async code
|
||||
|
||||
**Usage Example:**
|
||||
```typescript
|
||||
const { data, loading, error, execute } = useApi(
|
||||
(id: number) => api.getUser(id),
|
||||
{ onSuccess: (data) => console.log('Success!', data) }
|
||||
);
|
||||
|
||||
// Later...
|
||||
await execute(123);
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### 2. Enhanced Formatting Utilities
|
||||
|
||||
**Location:** `/frontend/src/utils/indicators.ts`
|
||||
|
||||
#### **New Functions:**
|
||||
|
||||
**`formatCurrency(value, placeholder?)`**
|
||||
- Replaces duplicated formatting in 4+ components
|
||||
- Handles null/undefined/NaN gracefully
|
||||
- Returns placeholder ('—') for invalid values
|
||||
- Uses Intl.NumberFormat for localization
|
||||
|
||||
**`formatPercent(value, options?)`**
|
||||
- Enhanced with configurable decimals and sign display
|
||||
- Options: `{ placeholder, decimals, showSign }`
|
||||
- Null-safe implementation
|
||||
|
||||
**`formatNumber(value, options?)`**
|
||||
- Accepts all Intl.NumberFormatOptions
|
||||
- Custom placeholder support
|
||||
- Consistent 2 decimal places by default
|
||||
|
||||
**`formatPriceChange(value)`**
|
||||
- Returns both formatted text and Tailwind color class
|
||||
- Example: `{ text: "+5.25", color: "text-green-400" }`
|
||||
- Useful for dynamic styling
|
||||
|
||||
**Deprecated:**
|
||||
- `formatPrice()` - now alias for `formatCurrency()`
|
||||
|
||||
**Impact:**
|
||||
- Removed duplicate formatters from:
|
||||
- `DailyTradingPlan.tsx` (Lines 248-262)
|
||||
- `LiveMarketPanel.tsx` (Lines 5-12)
|
||||
- Multiple other components
|
||||
- Single source of truth for all formatting
|
||||
|
||||
---
|
||||
|
||||
### 3. Modal Component System
|
||||
|
||||
**Location:** `/frontend/src/components/shared/Modal.tsx`
|
||||
|
||||
Created three accessible modal components to replace `window.alert()` and `window.confirm()`:
|
||||
|
||||
#### **`<Modal>`** - Base component
|
||||
- Accessibility features:
|
||||
- Focus trap
|
||||
- Keyboard navigation (Escape to close)
|
||||
- ARIA attributes (`aria-modal`, `role="dialog"`)
|
||||
- Focus restoration on close
|
||||
- Configurable sizes: sm, md, lg, xl
|
||||
- Backdrop click handling
|
||||
- Body scroll prevention
|
||||
|
||||
#### **`<ConfirmModal>`** - Confirmation dialogs
|
||||
- Replaces `window.confirm()`
|
||||
- Variants: danger, warning, info
|
||||
- Customizable button text
|
||||
- Better UX than native dialogs
|
||||
|
||||
**Usage Example:**
|
||||
```typescript
|
||||
<ConfirmModal
|
||||
isOpen={showConfirm}
|
||||
onClose={() => setShowConfirm(false)}
|
||||
onConfirm={handleDelete}
|
||||
title="Delete Item"
|
||||
message="Are you sure? This action cannot be undone."
|
||||
variant="danger"
|
||||
/>
|
||||
```
|
||||
|
||||
#### **`<AlertModal>`** - Alert dialogs
|
||||
- Replaces `window.alert()`
|
||||
- Variants: success, error, info, warning
|
||||
- Supports multiline messages
|
||||
- Customizable OK button text
|
||||
|
||||
**Impact:**
|
||||
- Removes blocking native dialogs
|
||||
- Consistent styling across app
|
||||
- Better accessibility
|
||||
- Non-blocking UI updates
|
||||
|
||||
---
|
||||
|
||||
### 4. DailyTradingPlan Refactoring
|
||||
|
||||
**Before:** 699 lines in single file
|
||||
**After:** 6 modular files, main container ~220 lines
|
||||
|
||||
#### **New Structure:**
|
||||
```
|
||||
components/features/trading/DailyTradingPlan/
|
||||
├── index.tsx # Main container (220 lines)
|
||||
├── types.ts # TypeScript interfaces
|
||||
├── usePlanGeneration.ts # AI plan generation hook
|
||||
├── PlanHeader.tsx # Header with action buttons
|
||||
├── PlanBiasSelector.tsx # Market bias selector
|
||||
├── PlanRiskParameters.tsx # Risk input fields
|
||||
└── PlanKeyLevelsEditor.tsx # Support/resistance editor
|
||||
```
|
||||
|
||||
#### **Key Improvements:**
|
||||
|
||||
**1. Separated Concerns:**
|
||||
- **Container (`index.tsx`):** State orchestration only
|
||||
- **Sub-components:** Presentational logic
|
||||
- **Hook (`usePlanGeneration.ts`):** AI generation business logic
|
||||
- **Types (`types.ts`):** Shared interfaces
|
||||
|
||||
**2. Enhanced Type Safety:**
|
||||
- Moved `TradingPlan` interface to dedicated types file
|
||||
- Explicit prop interfaces for all sub-components
|
||||
- No `any` types
|
||||
|
||||
**3. Better UX:**
|
||||
- Replaced `alert()` with `<AlertModal>` for AI plan success
|
||||
- Replaced `confirm()` with `<ConfirmModal>` for reset action
|
||||
- Error messages shown inline with proper styling
|
||||
|
||||
**4. Improved Maintainability:**
|
||||
- Each component has single responsibility
|
||||
- Easy to test components in isolation
|
||||
- Reusable sub-components
|
||||
- Clear data flow
|
||||
|
||||
**5. Performance Optimizations:**
|
||||
- All handlers wrapped in `useCallback`
|
||||
- Prevented unnecessary re-renders
|
||||
- Efficient state updates
|
||||
|
||||
---
|
||||
|
||||
### 5. Cleanup Tasks
|
||||
|
||||
#### **Removed Deprecated Hooks:**
|
||||
- ❌ Deleted `/hooks/useLivePrice.ts` (stub returning null)
|
||||
- ❌ Deleted `/hooks/useSSEMultiplexer.ts` (stub returning null)
|
||||
|
||||
#### **Created Hooks Index:**
|
||||
- ✅ `/hooks/index.ts` - Clean barrel exports for all hooks
|
||||
|
||||
---
|
||||
|
||||
## 📊 Impact Metrics
|
||||
|
||||
### Code Reduction
|
||||
- **DailyTradingPlan.tsx:** 699 → 220 lines (-68%)
|
||||
- **Formatting duplicates removed:** ~150 lines across 4 components
|
||||
- **localStorage patterns removed:** ~80 lines across 3 components
|
||||
|
||||
### Code Organization
|
||||
- **New directories created:** 2
|
||||
- `/components/features/trading/DailyTradingPlan/`
|
||||
- `/components/shared/`
|
||||
- **New reusable components:** 7
|
||||
- **New utility hooks:** 2
|
||||
|
||||
### Type Safety Improvements
|
||||
- **Removed `any` types:** 0 (in refactored code)
|
||||
- **New TypeScript interfaces:** 15+
|
||||
- **Explicit return types:** All functions
|
||||
|
||||
### Accessibility Improvements
|
||||
- **ARIA attributes added:** 20+
|
||||
- **Keyboard navigation:** Full support in modals
|
||||
- **Focus management:** Implemented
|
||||
- **Screen reader support:** Enhanced
|
||||
|
||||
---
|
||||
|
||||
## 🔄 Migration Guide
|
||||
|
||||
### For Existing Code Using DailyTradingPlan:
|
||||
|
||||
**Before:**
|
||||
```typescript
|
||||
import DailyTradingPlan from './components/DailyTradingPlan'
|
||||
```
|
||||
|
||||
**After:**
|
||||
```typescript
|
||||
import DailyTradingPlan from './components/features/trading/DailyTradingPlan'
|
||||
```
|
||||
|
||||
**Props:** No changes required - interface remains compatible!
|
||||
|
||||
### For Code Using localStorage:
|
||||
|
||||
**Before:**
|
||||
```typescript
|
||||
const [plan, setPlan] = useState(() => {
|
||||
const stored = localStorage.getItem('key');
|
||||
try {
|
||||
return stored ? JSON.parse(stored) : defaultValue;
|
||||
} catch {
|
||||
return defaultValue;
|
||||
}
|
||||
});
|
||||
|
||||
useEffect(() => {
|
||||
localStorage.setItem('key', JSON.stringify(plan));
|
||||
}, [plan]);
|
||||
```
|
||||
|
||||
**After:**
|
||||
```typescript
|
||||
const [plan, setPlan] = useLocalStorage('key', defaultValue);
|
||||
```
|
||||
|
||||
### For Code Using alert/confirm:
|
||||
|
||||
**Before:**
|
||||
```typescript
|
||||
if (confirm('Are you sure?')) {
|
||||
handleDelete();
|
||||
}
|
||||
|
||||
alert('Success! Changes saved.');
|
||||
```
|
||||
|
||||
**After:**
|
||||
```typescript
|
||||
import { ConfirmModal, AlertModal } from '@/components/shared/Modal';
|
||||
|
||||
<ConfirmModal
|
||||
isOpen={showConfirm}
|
||||
onClose={() => setShowConfirm(false)}
|
||||
onConfirm={handleDelete}
|
||||
title="Confirm Delete"
|
||||
message="Are you sure?"
|
||||
/>
|
||||
|
||||
<AlertModal
|
||||
isOpen={showAlert}
|
||||
onClose={() => setShowAlert(false)}
|
||||
title="Success"
|
||||
message="Changes saved."
|
||||
variant="success"
|
||||
/>
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 🎯 Next Steps (Week 3-4)
|
||||
|
||||
### Immediate Priorities:
|
||||
|
||||
1. **Refactor TradingJournal.tsx** (458 lines)
|
||||
- Split into form, filters, stats, and entry card components
|
||||
- Extract `useJournalFilters` hook
|
||||
- Use new `useLocalStorage` hook
|
||||
|
||||
2. **Refactor AITradingCoach.tsx** (390 lines)
|
||||
- Split into 3 tab components
|
||||
- Fix `any` types (Lines 14, 22)
|
||||
- Use new `useApi` hook
|
||||
|
||||
3. **Reorganize Component Directory**
|
||||
- Move all components into feature-based structure
|
||||
- Create `/features/`, `/shared/`, `/layout/` directories
|
||||
- Update all imports
|
||||
|
||||
4. **Fix Remaining TypeScript Issues**
|
||||
- Replace all `any` types with proper interfaces
|
||||
- Remove type assertions (`as any`)
|
||||
- Add explicit return types to all functions
|
||||
|
||||
5. **Standardize Error Handling**
|
||||
- Replace all direct `fetch()` calls with centralized API client
|
||||
- Use `useApi` hook consistently
|
||||
- Add user-facing error messages everywhere
|
||||
|
||||
---
|
||||
|
||||
## 📝 Testing Checklist
|
||||
|
||||
Before considering Phase 1 complete, verify:
|
||||
|
||||
- [ ] App compiles without TypeScript errors
|
||||
- [ ] DailyTradingPlan loads and displays correctly
|
||||
- [ ] AI plan generation works
|
||||
- [ ] Reset confirmation modal appears and functions
|
||||
- [ ] Edit mode toggles correctly
|
||||
- [ ] All form fields update state
|
||||
- [ ] Key levels can be added/removed
|
||||
- [ ] localStorage persists across page refreshes
|
||||
- [ ] Plan resets to current day if old date
|
||||
- [ ] Modal components accessible via keyboard
|
||||
- [ ] No console errors or warnings
|
||||
|
||||
---
|
||||
|
||||
## 🐛 Known Issues / Limitations
|
||||
|
||||
1. **Date Handling:** Plan date uses `toDateString()` which may vary by locale
|
||||
- **Recommendation:** Use ISO date format (YYYY-MM-DD)
|
||||
|
||||
2. **No Loading States:** AI generation shows "Generating..." but no visual indicator
|
||||
- **Recommendation:** Add spinner or progress indicator
|
||||
|
||||
3. **Error Recovery:** Errors clear when generating new plan
|
||||
- **Current:** Working as intended
|
||||
- **Enhancement:** Could add explicit error dismiss button
|
||||
|
||||
---
|
||||
|
||||
## 📚 Documentation Updates Needed
|
||||
|
||||
1. Update component architecture diagram
|
||||
2. Document new hooks in developer guide
|
||||
3. Create Modal component usage examples
|
||||
4. Update testing documentation
|
||||
|
||||
---
|
||||
|
||||
## 👥 Team Impact
|
||||
|
||||
### Developers
|
||||
- **Easier onboarding:** Clear component structure
|
||||
- **Faster development:** Reusable hooks and components
|
||||
- **Better debugging:** Smaller, focused components
|
||||
|
||||
### Designers
|
||||
- **Consistent modals:** Standardized dialog UI
|
||||
- **Easier customization:** Separated presentation from logic
|
||||
|
||||
### QA
|
||||
- **Easier testing:** Components can be tested in isolation
|
||||
- **Better error messages:** User-facing instead of console logs
|
||||
|
||||
---
|
||||
|
||||
## 🎉 Summary
|
||||
|
||||
Phase 1 refactoring has successfully:
|
||||
✅ Created reusable utility hooks (useLocalStorage, useApi)
|
||||
✅ Consolidated formatting functions
|
||||
✅ Built accessible Modal component system
|
||||
✅ Refactored largest component (DailyTradingPlan) into maintainable sub-components
|
||||
✅ Removed deprecated code
|
||||
✅ Improved TypeScript type safety
|
||||
✅ Enhanced accessibility
|
||||
✅ Established patterns for future refactoring
|
||||
|
||||
**Next:** Continue with TradingJournal and AITradingCoach refactoring in Week 3-4.
|
||||
Reference in New Issue
Block a user