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
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# Phase 1 Refactoring - Testing Checklist
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## Build & Compilation Tests
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### TypeScript Compilation
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- [ ] Run `npm run build` - should complete without errors
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- [ ] No TypeScript errors in IDE
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- [ ] No unused imports warnings
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- [ ] All paths resolve correctly (`@/` aliases work)
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### Development Server
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- [ ] Run `npm run dev` - server starts successfully
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- [ ] No console errors on page load
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- [ ] Hot reload works after file changes
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---
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## DailyTradingPlan Component Tests
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### Basic Functionality
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- [ ] Component renders without errors
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- [ ] Plan date displays current date
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- [ ] Default plan values load correctly
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- [ ] Component layout looks correct (no broken styles)
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### Edit Mode
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- [ ] Click "Edit" button - enters edit mode
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- [ ] Input fields become editable
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- [ ] Can modify bias (Bullish/Neutral/Bearish)
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- [ ] Can change daily target value
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- [ ] Can change max loss value
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- [ ] Can change max trades value
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- [ ] Can modify entry zone min/max
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- [ ] Can modify target price
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- [ ] Can modify stop loss
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- [ ] Can edit trading notes
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- [ ] Click "Save" - exits edit mode
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- [ ] Changes persist after save
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### Key Levels Management
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- [ ] Support levels display correctly
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- [ ] Resistance levels display correctly
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- [ ] Click "Add" on Support - new level added
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- [ ] Click "Add" on Resistance - new level added
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- [ ] Can edit individual support levels
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- [ ] Can edit individual resistance levels
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- [ ] Click "X" removes support level
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- [ ] Click "X" removes resistance level
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- [ ] Key levels save correctly
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### AI Plan Generation
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- [ ] Click "AI Plan" button
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- [ ] Button shows "Generating..." during load
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- [ ] Success modal appears after generation
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- [ ] Modal shows generated bias and target
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- [ ] Plan updates with AI-generated values
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- [ ] Support/resistance levels update
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- [ ] Trading notes populate (if provided)
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- [ ] Context metrics saved (if available)
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- [ ] Can close success modal
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- [ ] Error shows if OpenRouter API key missing
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- [ ] Error displays clearly in UI (not just console)
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### Reset Functionality
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- [ ] Click "Reset" button
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- [ ] Confirmation modal appears
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- [ ] Modal title says "Reset Plan"
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- [ ] Modal explains action clearly
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- [ ] Click "Cancel" - closes modal, no changes
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- [ ] Click "Reset" again, then "Confirm" - plan resets
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- [ ] Plan returns to default values
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- [ ] Date updates to today
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- [ ] Edit mode turns off after reset
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### LocalStorage Persistence
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- [ ] Make changes to plan
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- [ ] Refresh page
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- [ ] Changes persist after reload
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- [ ] Plan date remains same
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- [ ] All fields retain values
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- [ ] Clear browser localStorage
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- [ ] Refresh page
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- [ ] Default plan loads
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- [ ] Old date triggers new plan creation
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- [ ] Change system date to tomorrow
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- [ ] Reload page
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- [ ] New plan created for new date
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---
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## Modal Components Tests
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### ConfirmModal
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- [ ] Modal opens on trigger
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- [ ] Title displays correctly
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- [ ] Message displays correctly
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- [ ] "Cancel" button present
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- [ ] "Confirm" button present
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- [ ] Danger variant shows red button
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- [ ] Warning variant shows amber button
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- [ ] Info variant shows blue button
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- [ ] Click "Cancel" - closes without action
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- [ ] Click "Confirm" - executes callback and closes
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- [ ] Press Escape key - closes modal
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- [ ] Click outside modal - closes modal
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- [ ] Focus trapped inside modal
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- [ ] Tab navigation works
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- [ ] Screen reader announces modal (test with screen reader)
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### AlertModal
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- [ ] Modal opens on trigger
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- [ ] Title displays correctly
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- [ ] Message displays correctly (supports multi-line)
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- [ ] "OK" button present
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- [ ] Success variant shows green button
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- [ ] Error variant shows red button
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- [ ] Info variant shows blue button
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- [ ] Warning variant shows amber button
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- [ ] Click "OK" - closes modal
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- [ ] Press Escape - closes modal
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- [ ] Click outside - closes modal
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- [ ] Focus management works
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### Modal Accessibility
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- [ ] Keyboard navigation works (Tab, Shift+Tab)
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- [ ] Escape key closes modal
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- [ ] Focus returns to trigger element on close
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- [ ] Body scroll disabled when modal open
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- [ ] Body scroll restored when modal closes
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- [ ] ARIA attributes present (`aria-modal`, `role="dialog"`)
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- [ ] Modal has accessible title (`aria-labelledby`)
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---
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## Hooks Tests
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### useLocalStorage Hook
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Create a test component to verify:
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```typescript
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function TestComponent() {
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const [value, setValue, removeValue] = useLocalStorage<number>('test-key', 0);
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return (
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<div>
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<p>Value: {value}</p>
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<button onClick={() => setValue(value + 1)}>Increment</button>
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<button onClick={removeValue}>Remove</button>
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</div>
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);
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}
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```
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- [ ] Initial value loads correctly (0)
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- [ ] Click "Increment" - value increases
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- [ ] Refresh page - value persists
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- [ ] Click "Remove" - value resets to default
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- [ ] Check localStorage in DevTools - key exists
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- [ ] After remove - key deleted from localStorage
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- [ ] Invalid JSON in localStorage handled gracefully
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- [ ] quota exceeded error handled gracefully
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- [ ] Works with complex objects (not just primitives)
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- [ ] Function setValue works with callback `setValue(prev => prev + 1)`
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### useApi Hook
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Create a test component:
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```typescript
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function TestComponent() {
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const { data, loading, error, execute } = useApi(
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async () => {
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const res = await fetch('/api/test');
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return res.json();
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}
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);
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return (
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<div>
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<button onClick={execute}>Load</button>
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{loading && <p>Loading...</p>}
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{error && <p>Error: {error}</p>}
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{data && <pre>{JSON.stringify(data)}</pre>}
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</div>
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);
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}
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```
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- [ ] Initial state: loading=false, error=null, data=null
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- [ ] Click "Load" - loading becomes true
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- [ ] After success - loading=false, data populated
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- [ ] After error - loading=false, error populated
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- [ ] Unmount component during load - no console warnings
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- [ ] Request cancelled on unmount
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- [ ] Multiple rapid clicks handled correctly
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- [ ] onSuccess callback fires
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- [ ] onError callback fires
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- [ ] Reset function works
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---
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## Formatting Utilities Tests
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Test in browser console:
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```javascript
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import { formatCurrency, formatPercent, formatNumber, formatPriceChange } from '@/utils/indicators';
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// Currency
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console.assert(formatCurrency(1234.56) === '$1,234.56');
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console.assert(formatCurrency(null) === '—');
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console.assert(formatCurrency(undefined) === '—');
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console.assert(formatCurrency(NaN) === '—');
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// Percent
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console.assert(formatPercent(5.25) === '+5.25%');
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console.assert(formatPercent(-2.5) === '-2.50%');
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console.assert(formatPercent(0) === '0.00%');
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console.assert(formatPercent(null) === '—');
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// Number
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console.assert(formatNumber(1234.567) === '1,234.57');
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console.assert(formatNumber(1234.567, { maximumFractionDigits: 0 }) === '1,235');
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// Price change
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const change1 = formatPriceChange(5.25);
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console.assert(change1.text === '+5.25');
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console.assert(change1.color === 'text-green-400');
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const change2 = formatPriceChange(-2.5);
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console.assert(change2.text === '-2.50');
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console.assert(change2.color === 'text-red-400');
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```
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Checklist:
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- [ ] All formatCurrency assertions pass
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- [ ] All formatPercent assertions pass
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- [ ] All formatNumber assertions pass
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- [ ] All formatPriceChange assertions pass
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- [ ] Functions handle edge cases (null, undefined, NaN)
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- [ ] No TypeScript errors when using functions
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- [ ] Custom placeholders work
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- [ ] Custom options work
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---
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## App.tsx Integration Tests
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### Component Import
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- [ ] App imports DailyTradingPlan from new location
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- [ ] No import errors in App.tsx
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- [ ] App compiles successfully
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- [ ] App runs without errors
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### Prep Tab
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- [ ] Click "Prep" tab
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- [ ] DailyTradingPlan component visible
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- [ ] DailyMarketSummary component visible
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- [ ] DailyChecklistPanel component visible
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- [ ] HabitTracker component visible
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- [ ] AlertsPanel component visible
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- [ ] NewsFeed component visible
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- [ ] All components render without errors
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- [ ] No layout issues
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### State Synchronization
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- [ ] Generate AI plan in DailyTradingPlan
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- [ ] onPlanUpdate callback fires (if implemented)
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- [ ] Parent component receives updated plan
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- [ ] Other components can access plan data (if needed)
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---
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## Browser Compatibility Tests
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Test in multiple browsers:
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### Chrome/Edge
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- [ ] All functionality works
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- [ ] Modals display correctly
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- [ ] No console errors
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- [ ] localStorage works
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### Firefox
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- [ ] All functionality works
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- [ ] Modals display correctly
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- [ ] No console errors
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- [ ] localStorage works
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### Safari
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- [ ] All functionality works
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- [ ] Modals display correctly
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- [ ] No console errors
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- [ ] localStorage works
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---
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## Performance Tests
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### Bundle Size
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- [ ] Run `npm run build`
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- [ ] Check bundle size in dist folder
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- [ ] No significant increase from refactoring
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- [ ] Code splitting working correctly
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### Runtime Performance
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- [ ] Open Chrome DevTools Performance tab
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- [ ] Record page load
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- [ ] No long tasks (>50ms)
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- [ ] No layout thrashing
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- [ ] Component renders efficiently
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### Memory Leaks
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- [ ] Open Chrome DevTools Memory tab
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- [ ] Take heap snapshot
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- [ ] Open/close DailyTradingPlan multiple times
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- [ ] Take another heap snapshot
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- [ ] Compare - no significant increase
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- [ ] Listeners properly cleaned up
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---
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## Accessibility Tests
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### Keyboard Navigation
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- [ ] Tab through all interactive elements
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- [ ] Focus visible on all elements
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- [ ] Can open modal with keyboard
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- [ ] Can navigate modal with keyboard
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- [ ] Can close modal with keyboard (Escape)
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- [ ] Focus trap works in modals
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- [ ] Skip to content link works (if implemented)
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### Screen Reader
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Test with NVDA (Windows) or VoiceOver (Mac):
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- [ ] Component announces correctly
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- [ ] Buttons have clear labels
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- [ ] Form fields have labels
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- [ ] Error messages announced
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- [ ] Modal role announced
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- [ ] Modal title announced
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- [ ] Status messages announced (loading, success)
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### Color Contrast
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Use browser DevTools accessibility checker:
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- [ ] All text meets WCAG AA contrast ratio (4.5:1)
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- [ ] Buttons meet contrast requirements
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- [ ] Error messages readable
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- [ ] Success messages readable
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---
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## Edge Cases & Error Handling
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### Network Errors
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- [ ] Disconnect network
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- [ ] Try AI plan generation
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- [ ] Error displayed to user (not just console)
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- [ ] Can retry after network restored
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- [ ] Other features still work
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### API Errors
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- [ ] API returns 500 error
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- [ ] Error caught and displayed
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- [ ] User-friendly error message shown
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- [ ] Can recover from error
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### Invalid Data
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- [ ] Enter negative numbers in plan fields
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- [ ] Enter non-numeric values
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- [ ] Enter extremely large numbers
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- [ ] Application handles gracefully
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- [ ] Validation prevents invalid state
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### LocalStorage Quota
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- [ ] Fill localStorage to quota
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- [ ] Try to save plan
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- [ ] Error handled gracefully
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- [ ] User notified of issue
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- [ ] Application doesn't crash
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---
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## Regression Tests
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Ensure existing functionality still works:
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- [ ] LiveMarketPanel displays correctly
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- [ ] MultiChartSSEPanel works
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- [ ] Trade controls function
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- [ ] Portfolio tracker updates
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- [ ] All tabs navigate correctly
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- [ ] Settings panel accessible
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- [ ] AI Coach works
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- [ ] ML Patterns display
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- [ ] No features broken by refactoring
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---
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## Documentation Tests
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- [ ] WEEK1_2_REFACTORING_SUMMARY.md is complete and accurate
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- [ ] REFACTORING_QUICK_START.md provides clear examples
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- [ ] Code comments are clear and helpful
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- [ ] TypeScript interfaces documented
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- [ ] Complex functions have JSDoc comments
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---
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## Cleanup Verification
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- [ ] Old DailyTradingPlan.tsx file can be removed
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- [ ] No unused imports in codebase
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- [ ] No commented-out code left behind
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- [ ] No debug console.logs in production code
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- [ ] No TODO comments left unresolved
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---
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## Sign-off
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Once all tests pass:
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- [ ] Phase 1 refactoring complete
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- [ ] No regressions introduced
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- [ ] All new features working
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- [ ] Documentation updated
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- [ ] Ready for Phase 2
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**Tested by:** _______________
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**Date:** _______________
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**Notes:** _______________________________________________
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Reference in New Issue
Block a user