Local changes: Updated model training, removed debug instrumentation, and configuration improvements
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docs/frontend_changes_summary.md
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docs/frontend_changes_summary.md
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# Frontend UI Enhancement Summary
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This document summarizes the comprehensive frontend enhancements completed to ensure all documented features are accessible in the UI and improve UX transparency.
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## New Pages Added
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### 1. Strategy Management Page (`/strategies`)
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- Full CRUD operations for strategies
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- Create, edit, delete strategies
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- Start/stop strategy controls
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- Parameter configuration UI for all strategy types (RSI, MACD, Moving Average, Confirmed, Divergence, Bollinger, Consensus, DCA, Grid, Momentum)
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- Strategy status indicators
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- Performance metrics display
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### 2. Manual Trading Page (`/trading`)
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- Order placement form with all order types (Market, Limit, Stop Loss, Take Profit, Trailing Stop, OCO, Iceberg)
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- Active orders table with cancel functionality
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- Order history with filters
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- Position management with close position functionality
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- Real-time order and position updates
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## Enhanced Existing Pages
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### Dashboard
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- System health indicators (WebSocket, Database, Exchange connections)
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- Operations panel showing running operations
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- Data freshness indicators
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- Enhanced error handling with retry options
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- Loading states for all async operations
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- Real-time status updates
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### Portfolio
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- Position closing interface
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- Portfolio allocation pie charts
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- Data freshness indicators
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- Enhanced export functionality with success/error feedback
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- Card-based position view with detailed P&L
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### Backtesting
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- Progress overlay for long-running backtests
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- Operations panel integration
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- Enhanced error messages
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- Info card about parameter optimization (requires backend API)
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### Settings
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- Alert history view showing triggered alerts
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- Enhanced exchange management with status indicators
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- Better connection testing with detailed feedback
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- Improved error handling throughout
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## New Components Created
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### UX Components
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- `LoadingSkeleton` - Loading placeholders for tables, cards, lists
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- `ProgressOverlay` - Overlay with progress indicator for long operations
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- `ErrorDisplay` - Enhanced error display with retry functionality
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- `StatusIndicator` - Connection status indicators
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- `SystemHealth` - System health dashboard widget
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- `DataFreshness` - Timestamp indicators showing data age
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- `HelpTooltip` - Contextual help tooltips
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- `InfoCard` - Collapsible information cards
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- `OperationsPanel` - Panel showing running operations and progress
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### Feature Components
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- `StrategyDialog` - Create/edit strategy dialog with tabs
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- `StrategyParameterForm` - Dynamic parameter forms for each strategy type
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- `OrderForm` - Order placement form with all order types
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- `PositionCard` - Position display card with close functionality
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- `AlertHistory` - Alert history table component
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## Infrastructure Improvements
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### Error Handling
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- Replaced all `alert()` calls with Snackbar notifications
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- Created `SnackbarContext` for global error/success messaging
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- Added error boundaries with recovery options
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- Inline validation errors in forms
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### Real-time Updates
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- Enhanced WebSocket hook with message type handling
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- Created `useRealtimeData` hook for automatic query invalidation
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- Message subscription system for different event types
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- Real-time updates for orders, positions, prices, alerts, strategy signals
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### State Management
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- Better loading states throughout
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- Progress indicators for long operations
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- Data freshness tracking
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- Operation visibility
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## Navigation Updates
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- Added "Strategies" menu item
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- Added "Trading" menu item
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- Improved navigation organization
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## Testing Notes
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The following areas should be tested:
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1. **Strategy Management**
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- Create/edit/delete strategies
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- Start/stop strategies
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- Parameter validation
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- Strategy type switching
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2. **Trading**
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- Order placement (all order types)
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- Order cancellation
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- Position closing
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- Real-time updates
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3. **Real-time Features**
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- WebSocket connection/reconnection
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- Message handling
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- Query invalidation on updates
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4. **Error Handling**
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- Network errors
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- Validation errors
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- Backend errors
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- Retry functionality
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5. **Loading States**
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- Skeleton loaders
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- Progress overlays
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- Button disabled states
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## Documentation Updates Needed
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1. **User Manual Updates**
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- Add Strategy Management section
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- Add Manual Trading section
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- Update Dashboard documentation
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- Update Portfolio documentation with new features
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- Update Settings documentation with alert history
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2. **API Documentation**
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- Document WebSocket message types
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- Document new endpoints if any
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- Update response schemas
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3. **Developer Documentation**
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- Component architecture
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- State management patterns
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- WebSocket integration guide
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- Error handling patterns
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## Known Limitations
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1. **Parameter Optimization**: UI structure is in place, but requires backend API endpoints for optimization methods (Grid Search, Genetic Algorithm, Bayesian Optimization)
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2. **Advanced Order Types**: OCO and Iceberg orders have UI support but may need backend implementation verification
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3. **Exchange Status**: Exchange connection status is displayed but may need backend health check endpoints for accurate status
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