- Create AlertsPanel component with full CRUD functionality
- Add alerts API functions to trading.service.ts
- Integrate AlertsPanel into Trading.tsx with toggle button
- Support for above/below/crosses conditions
- Push and email notification options
- Recurring alerts support
- Filter by active/inactive status
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add Withdrawals.tsx with global withdrawals list and status filters
- Add Transactions.tsx with global transaction history and type/account filters
- Add Reports.tsx with allocation chart, performance bars, and export
- Add ProductDetail.tsx with performance chart and investment form
- Add routes for all new pages in App.tsx
OQI-004 progress: 45% -> 75%
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Create AccountDetail.tsx with tabs for overview, transactions, distributions, deposit, withdraw
- Create investment.service.ts with full API client for investment endpoints
- Add routes /investment/portfolio, /investment/products, /investment/accounts/:accountId
- Integrate DepositForm and WithdrawForm components
- Add canvas-based performance chart
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Create portfolioStore.ts with Zustand for state management
- Add portfolioWS instance for real-time portfolio updates
- Add usePortfolioUpdates hook for WebSocket subscriptions
- Refactor PortfolioDashboard to use store instead of local state
- Add WebSocket connection status indicator (Live/Offline)
- Add last update timestamp display
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add PerformanceChart component with canvas-based line chart
- Add EditAllocations page for modifying target allocations
- Integrate PerformanceChart into PortfolioDashboard
- Add route for /portfolio/:portfolioId/edit
- Extend portfolio.service with performance API functions
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Created portfolio.service.ts with API client functions
- Created AllocationChart component (donut chart)
- Created AllocationTable component (detailed positions)
- Created RebalanceCard component (rebalancing recommendations)
- Created GoalCard component (financial goal progress)
- Created PortfolioDashboard page (main dashboard)
- Created CreatePortfolio page (new portfolio form)
- Created CreateGoal page (new goal form)
- Updated App.tsx with portfolio routes
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add notification service for API calls
- Add notification Zustand store with WebSocket integration
- Create NotificationBell component with badge
- Create NotificationDropdown with recent notifications
- Create NotificationItem with icons and actions
- Update MainLayout to use NotificationBell
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
