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signal-platform/.kiro/specs/signal-dashboard/tasks.md
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2026-02-20 17:31:01 +01:00

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Implementation Plan: Signal Dashboard

Overview

Incremental build of the Signal Dashboard SPA in frontend/. Each phase wires up end-to-end before moving on, so there's always a runnable app. Backend API is already live — we consume it as-is.

Tasks

  • 1. Scaffold Vite + React + TypeScript project

    • 1.1 Initialize frontend/ with Vite React-TS template, install dependencies (react, react-dom, react-router-dom, @tanstack/react-query, zustand, axios, recharts, tailwindcss, postcss, autoprefixer)

      • Create package.json, tsconfig.json, vite.config.ts, tailwind.config.ts, postcss.config.js
      • Configure Vite proxy for /api/v1/ to backend during dev
      • Configure Tailwind with dark mode class strategy
      • Create src/main.tsx, src/App.tsx, src/styles/globals.css with Tailwind directives
      • Requirements: 14.1, 14.4, 13.2

    • 1.2 Create shared TypeScript interfaces and formatting utilities

      • Create src/lib/types.ts with all data model interfaces (APIEnvelope, TokenResponse, WatchlistEntry, OHLCVBar, ScoreResponse, TradeSetup, SRLevel, SentimentResponse, FundamentalResponse, IndicatorResult, EMACrossResult, Ticker, AdminUser, SystemSetting, etc.)
      • Create src/lib/format.ts with formatPrice, formatPercent, formatLargeNumber, formatDate, formatDateTime
      • Requirements: 13.4

    • * 1.3 Write property tests for formatting utilities

      • Property 16: Number formatting
      • Validates: Requirements 13.4
      • Install vitest, @testing-library/react, fast-check as dev dependencies
      • Create frontend/vitest.config.ts with jsdom environment
      • Create frontend/tests/property/format.test.ts
      • Test formatPrice always produces 2 decimal places, formatPercent ends with %, formatLargeNumber uses correct suffix

  • 2. API client and auth store

    • 2.1 Create Axios API client with interceptors

      • Create src/api/client.ts with base URL /api/v1/, 30s timeout, JSON content type
      • Add request interceptor to attach Bearer token from auth store
      • Add response interceptor to unwrap { status, data, error } envelope
      • Add 401 handler that clears auth store and redirects to login
      • Create ApiError class for typed error handling
      • Requirements: 12.1, 12.2, 12.3, 12.4, 12.5

    • 2.2 Create Zustand auth store

      • Create src/stores/authStore.ts with token, username, role state
      • login(token) decodes JWT payload, extracts sub and role, persists to localStorage
      • logout() clears state and localStorage
      • Initialize from localStorage on store creation for session persistence
      • Requirements: 1.1, 1.6

    • 2.3 Create API module files for each domain

      • Create src/api/auth.ts (login, register)
      • Create src/api/watchlist.ts (list, add, remove)
      • Create src/api/tickers.ts (list, create, delete)
      • Create src/api/scores.ts (getScores, getRankings, updateWeights)
      • Create src/api/trades.ts (list)
      • Create src/api/ohlcv.ts (getOHLCV)
      • Create src/api/indicators.ts (getIndicator, getEMACross)
      • Create src/api/sr-levels.ts (getLevels)
      • Create src/api/sentiment.ts (getSentiment)
      • Create src/api/fundamentals.ts (getFundamentals)
      • Create src/api/ingestion.ts (fetchData)
      • Create src/api/admin.ts (users CRUD, settings, jobs, cleanup)
      • Create src/api/health.ts (check)
      • Requirements: 12.1, 12.2

    • * 2.4 Write property tests for API client and auth store

      • Property 1: Token storage round-trip
      • Property 2: Bearer token attachment
      • Property 5: API envelope unwrapping
      • Validates: Requirements 1.1, 1.3, 1.6, 12.2, 12.3

  • 3. Checkpoint — Verify foundation

    • Ensure all tests pass, ask the user if questions arise.

  • 4. Routing, layout, and auth pages

    • 4.1 Create ProtectedRoute component and router setup

      • Create src/components/auth/ProtectedRoute.tsx — redirects to /login if no token, redirects non-admin away from admin routes
      • Set up React Router in src/App.tsx with route structure from design (login, register, protected shell with watchlist, ticker detail, scanner, rankings, admin)
      • Requirements: 2.1, 2.2, 2.3, 2.4

    • 4.2 Create AppShell layout with sidebar navigation

      • Create src/components/layout/AppShell.tsx — sidebar + main content area with <Outlet />
      • Create src/components/layout/Sidebar.tsx — nav links to watchlist, scanner, rankings, admin (admin link only if role is admin)
      • Create src/components/layout/MobileNav.tsx — hamburger menu for screens < 1024px
      • Apply dark color scheme with Tailwind dark mode classes
      • Add smooth transitions (150-300ms) for navigation and interactive elements
      • Requirements: 2.5, 13.1, 13.2, 13.3

    • 4.3 Create Login and Register pages

      • Create src/pages/LoginPage.tsx with username/password form, calls useAuth().login mutation
      • Create src/pages/RegisterPage.tsx with username (min 1 char) / password (min 6 chars) validation, calls useAuth().register mutation
      • Create src/hooks/useAuth.ts with login/register/logout mutations using TanStack Query
      • Display API errors via toast on failure, redirect to watchlist on login success
      • Requirements: 1.1, 1.2, 1.4, 1.5

    • 4.4 Create shared UI components

      • Create src/components/ui/Toast.tsx — toast context + portal, auto-dismiss 4s, max 3 visible, color-coded (red/green/blue)
      • Create src/components/ui/Skeleton.tsx — Tailwind animate-pulse placeholder blocks
      • Create src/components/ui/Badge.tsx — small label component for entry types
      • Create src/components/ui/ConfirmDialog.tsx — modal confirmation dialog
      • Create src/components/ui/ScoreCard.tsx — composite score display with colored ring (green > 70, yellow 40-70, red < 40) and dimension breakdown
      • Requirements: 13.3, 13.5, 1.5

    • * 4.5 Write property tests for routing and registration validation

      • Property 3: Registration form validation
      • Property 4: Route protection based on auth state
      • Validates: Requirements 1.2, 2.1, 2.2

  • 5. Checkpoint — Verify auth flow and navigation

    • Ensure all tests pass, ask the user if questions arise.

  • 6. Watchlist view

    • 6.1 Create TanStack Query hooks for watchlist

      • Create src/hooks/useWatchlist.ts with useWatchlist() query, useAddToWatchlist() mutation, useRemoveFromWatchlist() mutation
      • Invalidate watchlist query on add/remove success
      • Surface errors to toast system
      • Requirements: 3.1, 3.3, 3.4, 3.5

    • 6.2 Create WatchlistPage and sub-components

      • Create src/pages/WatchlistPage.tsx — fetches watchlist, renders table/cards, loading skeletons, error state
      • Create src/components/watchlist/WatchlistTable.tsx — displays symbol (clickable → /ticker/{symbol}), entry type badge (auto/manual), composite score, dimension scores, R:R ratio, R:R direction, nearest S/R levels, remove button
      • Create src/components/watchlist/AddTickerForm.tsx — input + submit to add symbol to watchlist
      • Requirements: 3.1, 3.2, 3.3, 3.4, 3.6, 3.7

    • * 6.3 Write property tests for watchlist rendering

      • Property 6: Watchlist entry rendering completeness
      • Property 7: Symbol click navigation (watchlist portion)
      • Validates: Requirements 3.2, 3.6, 3.7

  • 7. Ticker detail view

    • 7.1 Create TanStack Query hooks for ticker detail

      • Create src/hooks/useTickerDetail.ts with parallel queries for OHLCV, scores, S/R levels, sentiment, fundamentals
      • Each query is independent — partial failure renders available sections
      • Requirements: 4.1, 4.9

    • 7.2 Create TickerDetailPage with chart and data panels

      • Create src/pages/TickerDetailPage.tsx — orchestrates parallel data fetching, renders sections with independent loading/error states
      • Create src/components/charts/CandlestickChart.tsx — Recharts ComposedChart with custom Bar shapes for OHLCV candles, date x-axis, price y-axis
      • Create src/components/ticker/SROverlay.tsx — renders S/R levels as ReferenceLine components on chart (green = support, red = resistance)
      • Render ScoreCard for composite + dimension scores
      • Requirements: 4.1, 4.2, 4.3, 4.4, 4.9

    • 7.3 Create sentiment, fundamentals, and indicator panels

      • Create src/components/ticker/SentimentPanel.tsx — displays classification, confidence, dimension score
      • Create src/components/ticker/FundamentalsPanel.tsx — displays P/E, revenue growth, earnings surprise, market cap (placeholder for nulls)
      • Create src/components/ticker/IndicatorSelector.tsx — dropdown to select indicator type (ADX, EMA, RSI, ATR, volume_profile, pivot_points), fetches from /api/v1/indicators/{symbol}/{type}, displays result with normalized score. Includes EMA cross signal display.
      • Requirements: 4.5, 4.6, 4.7, 4.8

    • 7.4 Add data ingestion trigger to ticker detail

      • Add fetch-data button to TickerDetailPage
      • POST to /api/v1/ingestion/fetch/{symbol}, show loading indicator on button, toast on success/failure, refresh OHLCV data on success
      • Requirements: 10.1, 10.2, 10.3, 10.4

    • * 7.5 Write property tests for ticker detail components

      • Property 8: Score card rendering
      • Property 9: Sentiment panel rendering
      • Property 10: Fundamentals panel rendering
      • Validates: Requirements 4.4, 4.5, 4.6

  • 8. Checkpoint — Verify watchlist and ticker detail

    • Ensure all tests pass, ask the user if questions arise.

  • 9. Scanner view

    • 9.1 Create TanStack Query hooks and scanner page

      • Create src/hooks/useTrades.ts with useTrades() query
      • Create src/pages/ScannerPage.tsx — fetches trade setups, renders filter controls and table, loading skeletons
      • Create src/components/scanner/TradeTable.tsx — sortable table displaying symbol (clickable → /ticker/{symbol}), direction, entry price, stop loss, target, R:R ratio, composite score, detection timestamp
      • Add filter controls: minimum R:R numeric input, direction dropdown (long/short/both)
      • Add column sorting (R:R ratio, composite score, symbol, detection time) with ascending/descending toggle
      • Requirements: 5.1, 5.2, 5.3, 5.4, 5.5, 5.6

    • * 9.2 Write property tests for scanner filtering and sorting

      • Property 11: Trade setup rendering
      • Property 12: Scanner filtering
      • Property 13: Scanner sorting
      • Validates: Requirements 5.2, 5.3, 5.4, 5.5

  • 10. Rankings view

    • 10.1 Create TanStack Query hooks and rankings page

      • Create src/hooks/useScores.ts with useRankings() query, useUpdateWeights() mutation
      • Create src/pages/RankingsPage.tsx — fetches rankings, renders table sorted by composite score descending, displays current weights
      • Create src/components/rankings/RankingsTable.tsx — displays rank position, symbol (clickable → /ticker/{symbol}), composite score, all dimension scores
      • Create src/components/rankings/WeightsForm.tsx — editable numeric inputs per dimension, submit updates weights via PUT, refreshes rankings on success
      • Requirements: 6.1, 6.2, 6.3, 6.4, 11.1, 11.2, 11.3, 11.4

    • * 10.2 Write property tests for rankings and weights

      • Property 14: Rankings display order
      • Property 17: Weights form rendering
      • Validates: Requirements 6.1, 6.2, 11.1

  • 11. Checkpoint — Verify scanner and rankings

    • Ensure all tests pass, ask the user if questions arise.

  • 12. Ticker management

    • 12.1 Create TanStack Query hooks and ticker management UI
      • Create src/hooks/useTickers.ts with useTickers() query, useAddTicker() mutation, useDeleteTicker() mutation
      • Add ticker list display to an appropriate location (e.g., admin page or dedicated section)
      • Add ticker form for adding new symbols
      • Delete button triggers ConfirmDialog before sending DELETE request
      • Remove ticker from display on successful delete without full page reload
      • Requirements: 9.1, 9.2, 9.3, 9.4, 9.5

  • 13. Admin panel

    • 13.1 Create admin hooks and user management section

      • Create src/hooks/useAdmin.ts with queries and mutations for users, settings, jobs, cleanup
      • Create src/pages/AdminPage.tsx — tabbed layout with user management, settings, jobs, data cleanup sections
      • Create src/components/admin/UserTable.tsx — displays username, role, access status; toggle access, reset password controls
      • Add create-user form (username, password, role, access flag)
      • Requirements: 7.1, 7.2, 7.3, 7.4, 7.5, 7.6

    • 13.2 Create settings, jobs, and data cleanup sections

      • Create src/components/admin/SettingsForm.tsx — editable fields for each setting, registration toggle
      • Create src/components/admin/JobControls.tsx — toggle on/off per job, manual trigger button, toast confirmation
      • Create src/components/admin/DataCleanup.tsx — older-than-days input, submit cleanup, display result via toast
      • Requirements: 8.1, 8.2, 8.3, 8.4, 8.5, 8.6

    • * 13.3 Write property test for admin user table rendering

      • Property 15: Admin user table rendering
      • Validates: Requirements 7.2

  • 14. Final wiring and polish

    • 14.1 Add health check and loading states

      • Create health check query using GET /api/v1/health — display backend status indicator in sidebar
      • Ensure all pages show Skeleton placeholders during loading
      • Ensure all mutation errors surface through Toast system consistently
      • Requirements: 14.5, 13.5, 12.4

    • 14.2 Configure production build

      • Verify vite build outputs to frontend/dist/ with hashed filenames
      • Add Nginx config snippet in comments or README for try_files $uri $uri/ /index.html and /api/v1/ proxy
      • Requirements: 14.1, 14.2, 14.3, 14.4

  • 15. Final checkpoint — Ensure all tests pass

    • Ensure all tests pass, ask the user if questions arise.

Notes

  • Tasks marked with * are optional property test tasks and can be skipped for faster MVP
  • Each task references specific requirements for traceability
  • Backend API is already running — no backend changes needed
  • All 17 correctness properties are covered across optional test tasks
  • Checkpoints are placed after each major phase for incremental validation
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