Commit Graph
4 Commits
Author SHA1 Message Date
Claude 3f7b69b52c Phase 3: Advanced Analytics Frontend Components
Implemented comprehensive frontend visualizations for Phase 3 analytics:

1. PerformanceHistoryChart.tsx - Daily P&L bar chart with period filtering
   - Visualizes daily performance with open/close/high/low bars
   - Shows P&L trend, win/loss days, best/worst days
   - Supports week/month/quarter/year periods

2. EquityCurveChart.tsx - Equity growth line chart
   - Displays cumulative portfolio equity over time
   - Shows peak equity, drawdown %, total return
   - Real-time equity value tracking

3. TradePatternAnalyzer.tsx - Trade pattern visualization
   - Shows top performing patterns with confidence scores
   - Detailed pattern information (win rate, samples, profit)
   - Configurable confidence filter
   - Pattern indicators and best timeframes

4. LessonsPanel.tsx - Lessons learned management
   - Create and categorize trading lessons
   - Track recurring mistakes automatically
   - Filter by category and importance
   - Display related lessons with tags

5. AnalyticsDashboard.tsx - Comprehensive analytics hub
   - Integrates all analytics components
   - Period selector (week/month/quarter/year)
   - Overview statistics and KPIs
   - Recent insights summary
   - Refresh functionality

Integration with App.tsx:
- Added Analytics tab to main navigation
- Imported all Phase 3 components
- Integrated dashboard into tab system

All components use:
- lightweight-charts for charting
- axios for API calls
- Real-time data fetching
- TypeScript for type safety
2025-11-16 05:56:56 +00:00
Claude ccb207af62 Implement Phase 2 and complete frontend integration
Complete implementation of:

Phase 2 - Smart Notifications & Email Reports:
- EmailService with daily/weekly report generation
- HTML email templates for professional reports
- NotificationScheduler for intelligent delivery
- Automatic daily 5 PM reports
- Weekly reports every Friday at 6 PM
- Notification batching to avoid fatigue
- Old notification cleanup (auto-delete after 30 days)
- SmartNotificationOptimizer for timing

Frontend Integration:
- Added NotificationCenter to App.tsx header
- Created Daily Helper tab with all Phase 1 components
- Integrated UserProfileSetup modal
- Added DailyChecklistPanel for morning routine
- Added HabitTracker for habit management
- Responsive grid layout for all components
- Notification center shows unread badge

Database & Testing:
- create_phase1_tables.py migration script
- MIGRATION_INSTRUCTIONS.md with multiple options
- 40+ unit tests for Phase 1 models
- 50+ integration tests for Phase 1 API endpoints
- Error handling tests
- Validation tests

Documentation:
- FRONTEND_INTEGRATION_GUIDE.md with complete examples
- Component props documentation
- API endpoint reference
- Troubleshooting guide
- Customization examples

Features Complete:
- Daily P&L reports with HTML formatting
- Weekly performance summaries
- Trade statistics and metrics
- Habit streak tracking integration
- Checklist completion tracking
- Portfolio value reporting
- Best/worst trade identification
- Win rate and risk metrics
- User timezone awareness
- Smart notification scheduling

All components production-ready with:
- Error handling and user feedback
- Loading states and spinners
- Form validation
- Data persistence
- Real-time updates
- Mobile responsive design
2025-11-15 23:15:23 +00:00
Claude 7dd2166bf4 Implement Phase 1: Daily Helper Foundation
Complete implementation of Phase 1 enhancements including:

Backend:
- UserProfile model for storing user preferences (timezone, trading style, risk tolerance)
- DailyRoutine model for scheduling routines (morning, active_trading, evening)
- RoutineExecution model for tracking routine execution history
- Notification model for managing all types of notifications
- DailyChecklist model for daily task tracking with completion percentage
- HabitTracker model for tracking habits and streaks

Services:
- RoutineService: Handles routine execution with task registry pattern
- RoutineScheduler: Async scheduler for automated routine execution
- NotificationService: Comprehensive notification creation and delivery system
- Support for price alerts, news, routines, reminders, and performance notifications

API Endpoints (daily_helper router):
- User profile: CRUD operations, get/update preferences
- Daily routines: Create, list, execute, track history
- Notifications: CRUD, mark read, batch operations
- Daily checklists: CRUD, item management, completion tracking
- Habits: Create, track, log completions, manage streaks
- Dashboard: Summary endpoint for daily helper overview

Frontend Components:
- UserProfileSetup: Complete user profile configuration with preferences
- NotificationCenter: Bell icon with dropdown, notification management
- HabitTracker: Habit creation, streak tracking, gamification with fire emojis
- DailyChecklistPanel: Checklist management with completion percentage

Schemas:
- Full Pydantic schemas for request/response validation
- Type-safe API contracts

Features:
- Timezone support for international users
- Trading style and risk tolerance preferences
- Automated routine execution with task registry
- Real-time notifications with priority levels
- Habit streaks with motivational badges
- Daily checklist with persistent state
- Completion percentage tracking
- Notes and metadata support

All components are production-ready with error handling and user feedback.
2025-11-15 23:09:10 +00:00
Krikorios 72c1d3adb7 Initial commit: Gold Trading Simulator with AI-powered analysis 2025-11-16 00:50:04 +02:00