Commit Graph

33 Commits

Author SHA1 Message Date
Adrian Flores Cortes
c18459558f fix(coherence): Create centralized portfolio types (E-COH-004, ST1.3)
- Created src/types/portfolio.types.ts
- Added all portfolio type definitions aligned with DDL
- Includes WebSocket event types for real-time updates
- Types match backend portfolio.types.ts structure

Part of coherence gap fix E-COH-004 - Frontend portfolio types.
Types align with DDL schema (portfolio.* enums and tables).

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-26 17:02:41 -06:00
Adrian Flores Cortes
f7a5ddcca8 [OQI-006] feat: Add 3 ML utility panel components
- ModelSelector: Model selection with dropdown/tabs/cards variants
- EnsemblePanel: Ensemble voting configuration with weight sliders
- ICTAnalysisPanel: ICT analysis parameters with collapsible sections

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-26 11:03:20 -06:00
Adrian Flores Cortes
8347c6ad48 [OQI-005] feat: Add 4 advanced payment components
- StripeElementsWrapper: PCI-DSS compliance foundation with HOC and hook
- InvoicePreview: Pre-checkout invoice display with itemized breakdown
- RefundRequestModal: Modal for refund requests with validation
- RefundList: Paginated refund history with status filters

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-26 09:52:05 -06:00
Adrian Flores Cortes
339c645036 [OQI-004] feat: Add 4 advanced investment components
- CreateAccountWizard: Multi-step wizard for account creation (620 LOC)
- RiskAnalysisPanel: Risk metrics with VaR, Sharpe, Sortino (480 LOC)
- PortfolioOptimizerWidget: Portfolio allocation optimizer (520 LOC)
- AccountTransferModal: Modal for inter-account transfers (450 LOC)

Updates OQI-004 progress from 35% to 55%

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 23:20:40 -06:00
Adrian Flores Cortes
fc99c34749 [OQI-002] feat: Add 4 advanced education components
- VideoUploadForm: Multi-step video upload with drag-drop (450 LOC)
- CreatorDashboard: Creator stats, courses, activity feed (450 LOC)
- CertificateGenerator: Templates, PDF/PNG download, sharing (453 LOC)
- LiveStreamPlayer: Live streaming with chat, reactions (480 LOC)

Updates OQI-002 progress from 30% to 40%

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 14:44:05 -06:00
Adrian Flores Cortes
c145878c24 [OQI-003] feat: Add advanced market depth and screener components
- OrderBookDepthVisualization: Canvas-based depth chart with bid/ask areas
- MarketDepthPanel: Complete market depth with filters and grouping
- SymbolComparisonChart: Multi-symbol comparison with normalization modes
- TradingScreener: Advanced screener with filters and saved presets

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 14:24:52 -06:00
Adrian Flores Cortes
5ee7f14f25 [OQI-007] feat: Add LLM strategy agent advanced components
- AnalysisRequestForm: Structured request builder for complex analysis tasks
- StrategyTemplateSelector: Pre-built strategy templates with AI recommendations
- LLMConfigPanel: Model selection and inference parameters (Claude models)
- ContextMemoryDisplay: Conversation context and memory visualization

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 12:31:08 -06:00
Adrian Flores Cortes
7d9e8d2da9 [OQI-004] feat: Add investment account management components
- AccountSummaryCard: Reusable account stats with balance, gains, and status
- ProductComparisonTable: Side-by-side product comparison (Atlas/Orion/Nova)
- PerformanceWidgetChart: Compact sparkline chart for embedding in cards
- AccountSettingsPanel: Account configuration (distribution, reinvest, alerts)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 12:24:01 -06:00
Adrian Flores Cortes
e9aa29fccd [OQI-006] feat: Add ML confidence and performance tracking components
- ConfidenceMeter: Advanced confidence visualization with model agreement
- SignalPerformanceTracker: Signal history with filters and statistics
- ModelAccuracyDashboard: Individual model metrics and comparison
- BacktestResultsVisualization: Backtest results with trades and monthly returns

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 12:17:16 -06:00
Adrian Flores Cortes
cbb6637966 [OQI-002] feat: Add education progress and assessment components
- CourseProgressTracker: Comprehensive progress visualization
- LearningPathVisualizer: Visual roadmap for learning paths
- VideoProgressPlayer: Enhanced video player with bookmarks and controls
- AssessmentSummaryCard: Quiz results analysis and review

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 12:07:12 -06:00
Adrian Flores Cortes
7ac32466be [OQI-003] feat: Add chart analysis and trading journal components
- IndicatorConfigPanel: Advanced technical indicator configuration
- ChartDrawingToolsPanel: Drawing tools for technical analysis
- SymbolInfoPanel: Comprehensive symbol information sidebar
- TradeJournalPanel: Trade review and journaling for paper trading

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 11:59:12 -06:00
Adrian Flores Cortes
51c0a846c0 [OQI-009] feat: Add MT4 trading dashboard and risk management components
- MT4LiveTradesPanel: Real-time positions dashboard with aggregate metrics
- PositionModifierDialog: Modal for modifying SL/TP with price/pips modes
- RiskBasedPositionSizer: Position size calculator based on risk percentage
- TradeAlertsNotificationCenter: Unified notification hub for MT4 events

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 11:50:11 -06:00
Adrian Flores Cortes
c7626f841c [OQI-005] feat: Add invoice and subscription management components
- InvoiceList: Paginated invoice table with filters
- InvoiceDetail: Full invoice modal with line items
- PaymentMethodsList: Manage saved payment methods
- SubscriptionUpgradeFlow: Plan upgrade/downgrade with preview

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 11:39:33 -06:00
Adrian Flores Cortes
c956ac0c0f [OQI-007] feat: Add assistant UI components for chat enhancement
- MessageList: Virtualized message list with auto-scroll
- ChatHeader: Header with title editing, actions menu, status
- MessageSearch: Search within conversation with filters
- MarkdownRenderer: Custom markdown rendering with code copy

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 11:32:32 -06:00
Adrian Flores Cortes
4d2c00ac30 [OQI-009] feat: Add MT4 trading components and WebSocket hook
- QuickOrderPanel: One-click trading with lot presets
- TradeExecutionHistory: Session trade history with P&L stats
- TradingMetricsCard: Daily trading metrics and performance
- useMT4WebSocket: Real-time account/position updates hook

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 11:23:33 -06:00
Adrian Flores Cortes
d2c0a09b1b [OQI-005] feat: Add payment form components
- CouponForm: Apply and validate discount codes
- PaymentMethodForm: Add payment methods with card validation
- TransactionHistory: Wallet transactions with filtering/pagination
- BillingInfoForm: Edit billing address and tax information

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 11:15:12 -06:00
Adrian Flores Cortes
ed2e1472f4 [OQI-007] feat: Add hooks, utils, and SignalExecutionPanel
- useChatAssistant: Centralized chat logic with retry and streaming support
- useStreamingChat: SSE streaming with token animation
- messageFormatters: Signal parsing, price formatting, markdown processing
- SignalExecutionPanel: Execute trading signals with risk validation

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 11:05:55 -06:00
Adrian Flores Cortes
bf726a595c [OQI-009] feat: Add advanced MT4 trading components
- MT4PositionsManager: Container for all live positions with filtering/sorting
- AdvancedOrderEntry: Professional order form with risk calculator, SL/TP modes
- AccountHealthDashboard: Unified account metrics with health status

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 10:56:41 -06:00
Adrian Flores Cortes
bfaf76ccf8 [OQI-007] feat: Add LLM assistant UX components
- ToolCallCard: Display tool execution results with expandable details
- MessageFeedback: Thumbs up/down with detailed feedback form
- StreamingIndicator: Multiple variants for thinking/analyzing/generating states
- AssistantSettingsPanel: Settings modal with risk profile, preferences

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 10:48:47 -06:00
Adrian Flores Cortes
423be4062c [OQI-009] feat: Add MT4 live trading components
- MT4ConnectionStatus: Connection indicator with account info display
- LivePositionCard: Real-time position card with P&L, modify/close actions
- RiskMonitor: Risk management dashboard with metrics and warnings
- index.ts: Centralized exports for all trading components

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 10:41:01 -06:00
Adrian Flores Cortes
fc0ab528c3 [OQI-002] feat: Add education UX components
- CertificatePreview: Display earned certificates with download/share
- CourseReviews: Reviews section with rating summary and filtering
- LessonNotes: Note-taking with timestamps and auto-save
- RecommendedCourses: Course recommendations with multiple layouts

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 10:27:25 -06:00
Adrian Flores Cortes
442051f93b [OQI-007] feat: Add ConversationHistory and ContextPanel components
- ConversationHistory: Session list with search, delete, and selection
- ContextPanel: Display trading context (watchlist, risk profile, favorites)
- Update Assistant page to use chatStore for session management
- Wire sidebar to load/create/delete sessions
- Add error banner and responsive design

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 10:17:52 -06:00
Adrian Flores Cortes
ee307ee91a [OQI-005] feat: Add wallet modals and checkout pages
- Add WalletDepositModal for depositing funds to wallet
- Add WalletWithdrawModal for withdrawing funds from wallet
- Add CheckoutSuccess page for successful Stripe checkout
- Add CheckoutCancel page for canceled checkout
- Update Billing page to use new wallet modals
- Add routes for /payments/success and /payments/cancel
- Export new modals from payments index

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 10:07:14 -06:00
Adrian Flores Cortes
d87c2b8e54 [OQI-003] feat: Add Settings tab to PaperTradingPanel
- Add Settings tab with account info and reset functionality
- Show initial balance, total trades, open positions
- Reset account confirmation dialog
- Danger zone styling for reset action

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 09:53:41 -06:00
Adrian Flores Cortes
b798e2678c [OQI-003] feat: Add TradingStatsPanel and OrderBookPanel components
- Create TradingStatsPanel with trading metrics (win rate, P&L, profit factor)
- Create OrderBookPanel with bids/asks visualization and spread
- Update Trading.tsx with toggle buttons for all panels
- Implement indicator toggle logic with Set state
- Add stats panel: current streak, avg hold time, portfolio summary
- Add order book: depth bars, click-to-fill, configurable rows

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-25 09:51:07 -06:00
Adrian Flores Cortes
49d6492c91 [OQI-003] feat: Add AlertsPanel component for price alerts management
- 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>
2026-01-25 09:41:05 -06:00
Adrian Flores Cortes
639c70587a [OQI-004] feat: Complete investment module with all pages
- 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>
2026-01-25 09:24:15 -06:00
Adrian Flores Cortes
e158d4228e [OQI-004] feat: Add AccountDetail page and investment service
- 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>
2026-01-25 09:16:24 -06:00
Adrian Flores Cortes
fd54724ede [OQI-008] feat: Add portfolio store with WebSocket real-time updates
- 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>
2026-01-25 08:47:46 -06:00
Adrian Flores Cortes
c02625f37b [OQI-008] feat: Add portfolio Phase 3 - Performance chart and edit allocations
- 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>
2026-01-25 08:40:47 -06:00
Adrian Flores Cortes
b8a7cbe691 [OQI-008] feat: Add Portfolio Manager frontend module
- 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>
2026-01-25 08:31:26 -06:00
Adrian Flores Cortes
b7de2a3d58 feat: Add NotificationCenter UI components
- 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>
2026-01-25 03:57:45 -06:00
5b53c2539a feat: Initial commit - Trading Platform Frontend
React frontend with:
- Authentication UI
- Trading dashboard
- ML signals display
- Portfolio management

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-18 04:30:39 -06:00