3. 7 Enhance chart functionality with time range controls and stability improvements
- Updated `app_new.py` to run the application in debug mode for stability. - Introduced a new time range control panel in `dashboard/components/chart_controls.py`, allowing users to select predefined time ranges and custom date ranges. - Enhanced chart callbacks in `dashboard/callbacks/charts.py` to handle time range inputs, ensuring accurate market statistics and analysis based on user selections. - Implemented logic to preserve chart state during updates, preventing resets of zoom/pan settings. - Updated market statistics display to reflect the selected time range, improving user experience and data relevance. - Added a clear button for custom date ranges to reset selections easily. - Enhanced documentation to reflect the new time range features and usage guidelines.
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tasks/chart-improvements-immediate.md
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# Chart Improvements - Immediate Tasks
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## Overview
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This document outlines immediate improvements for chart functionality, time range selection, and performance optimization to address current issues with page refreshing and chart state preservation.
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## Current Issues Identified
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- Frequent page refreshing due to debug mode hot-reload (every 2-3 minutes)
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- Chart zoom/pan state resets when callbacks trigger
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- No time range control for historical data analysis
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- Statistics reset when changing parameters
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- No way to "lock" time range for analysis without real-time updates
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## Immediate Tasks (Priority Order)
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- [x] **Task 1: Fix Page Refresh Issues** (Priority: HIGH - 5 minutes)
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- [x] 1.1 Choose debug mode option (Option A: debug=False OR Option B: debug=True, use_reloader=False)
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- [x] 1.2 Update app_new.py with selected debug settings
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- [x] 1.3 Test app stability (no frequent restarts)
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- [x] **Task 2: Add Time Range Selector** (Priority: HIGH - 45 minutes) ✅ COMPLETED + ENHANCED
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- [x] 2.1 Create time range control components
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- [x] 2.1.1 Add quick select dropdown (1h, 4h, 6h, 12h, 1d, 3d, 7d, 30d, real-time)
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- [x] 2.1.2 Add custom date picker component
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- [x] 2.1.3 Add analysis mode toggle (real-time vs locked)
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- [x] 2.2 Update dashboard layout with time range controls
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- [x] 2.3 Modify chart callbacks to handle time range inputs
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- [x] 2.4 Test time range functionality
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- [x] 2.5 **ENHANCEMENT**: Fixed sub-day time period precision (1h, 4h working correctly)
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- [x] 2.6 **ENHANCEMENT**: Added 6h and 12h options per user request
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- [x] 2.7 **ENHANCEMENT**: Fixed custom date range and dropdown interaction logic with Clear button and explicit "Custom Range" dropdown option.
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- [ ] **Task 3: Prevent Chart State Reset** (Priority: MEDIUM - 45 minutes)
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- [x] 3.1 Add relayoutData state preservation to chart callbacks (Completed as part of Task 2)
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- [x] 3.2 Implement smart partial updates using Patch() (Initial implementation for basic charts completed)
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- [x] 3.3 Preserve zoom/pan during data updates (Completed as part of Task 2 & 3.1)
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- [x] 3.4 Test chart state preservation (Visual testing by user indicates OK)
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- [x] 3.5 Refine Patching: More robust trace identification (New sub-task) (Completed)
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- [x] **Task 4: Enhanced Statistics Integration** (Priority: MEDIUM - 30 minutes)
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- [x] 4.1 Make statistics respect selected time range
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- [x] 4.2 Add time range context to statistics display
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- [x] 4.3 Implement real-time vs historical analysis modes
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- [x] 4.4 Test statistics integration with time controls
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- [ ] **Task 5: Advanced Chart Controls** (Priority: LOW - Future)
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- [ ] 5.1 Chart annotation tools
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- [ ] 5.2 Export functionality (PNG, SVG, data)
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- [-] 3.6 Refine Patching: Optimize data fetching for patches (fetch only new data) (New sub-task)
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- [-] 3.7 Refine Patching: Enable for simple overlay indicators (New sub-task)
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## Implementation Plan
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### Phase 1: Immediate Fixes (Day 1)
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1. **Fix refresh issues** (5 minutes)
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2. **Add basic time range dropdown** (30 minutes)
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3. **Test and validate** (15 minutes)
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### Phase 2: Enhanced Time Controls (Day 1-2)
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1. **Add date picker component** (30 minutes)
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2. **Implement analysis mode toggle** (30 minutes)
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3. **Integrate with statistics** (30 minutes)
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### Phase 3: Chart State Preservation (Day 2)
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1. **Implement zoom/pan preservation** (45 minutes)
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2. **Add smart partial updates** (30 minutes)
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3. **Testing and optimization** (30 minutes)
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## Technical Specifications
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### Time Range Selector UI
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```python
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# Quick Select Dropdown
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dcc.Dropdown(
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id='time-range-quick-select',
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options=[
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{'label': '🕐 Last 1 Hour', 'value': '1h'},
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{'label': '🕐 Last 4 Hours', 'value': '4h'},
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{'label': '📅 Last 1 Day', 'value': '1d'},
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{'label': '📅 Last 3 Days', 'value': '3d'},
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{'label': '📅 Last 7 Days', 'value': '7d'},
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{'label': '📅 Last 30 Days', 'value': '30d'},
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{'label': '🔴 Real-time', 'value': 'realtime'}
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],
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value='7d'
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)
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# Custom Date Range Picker
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dcc.DatePickerRange(
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id='custom-date-range',
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display_format='YYYY-MM-DD',
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style={'margin': '10px 0'}
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)
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# Analysis Mode Toggle
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dcc.RadioItems(
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id='analysis-mode-toggle',
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options=[
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{'label': '🔴 Real-time Updates', 'value': 'realtime'},
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{'label': '🔒 Analysis Mode (Locked)', 'value': 'locked'}
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],
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value='realtime',
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inline=True
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)
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```
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### Enhanced Callback Structure
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```python
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@app.callback(
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[Output('price-chart', 'figure'),
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Output('market-stats', 'children')],
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[Input('symbol-dropdown', 'value'),
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Input('timeframe-dropdown', 'value'),
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Input('time-range-quick-select', 'value'),
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Input('custom-date-range', 'start_date'),
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Input('custom-date-range', 'end_date'),
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Input('analysis-mode-toggle', 'value'),
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Input('interval-component', 'n_intervals')],
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[State('price-chart', 'relayoutData')],
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prevent_initial_call=False
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)
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def update_chart_and_stats_with_time_control(...):
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# Smart update logic with state preservation
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# Conditional real-time updates based on analysis mode
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# Time range validation and data fetching
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```
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## Success Criteria
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- ✅ No more frequent page refreshes (app runs stable)
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- ✅ Chart zoom/pan preserved during updates
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- ✅ Time range selection works for both quick select and custom dates
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- ✅ Analysis mode prevents unwanted real-time resets
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- ✅ Statistics update correctly for selected time ranges
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- ✅ Smooth user experience without interruptions
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## Files to Modify
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- `app_new.py` - Debug mode settings
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- `dashboard/layouts/market_data.py` - Add time range UI
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- `dashboard/callbacks/charts.py` - Enhanced callbacks with state preservation
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- `dashboard/components/chart_controls.py` - New time range control components
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- `components/charts/__init__.py` - Enhanced data fetching with time ranges
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## Testing Checklist
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- [ ] App runs without frequent refreshes
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- [ ] Quick time range selection works
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- [ ] Custom date picker functions correctly
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- [ ] Analysis mode prevents real-time updates
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- [ ] Chart zoom/pan preserved during data updates
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- [ ] Statistics reflect selected time range
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- [ ] Symbol changes work with custom time ranges
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- [ ] Timeframe changes work with custom time ranges
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- [ ] Real-time mode resumes correctly after analysis mode
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## Notes
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- Prioritize stability and user experience over advanced features
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- Keep implementation simple and focused on immediate user needs
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- Consider performance impact of frequent data queries
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- Ensure backward compatibility with existing functionality
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@@ -84,10 +84,11 @@
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- [x] 3.3 Implement real-time OHLCV price charts with Plotly (candlestick charts)
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- [x] 3.4 Add technical indicators overlay on price charts (SMA, EMA, RSI, MACD)
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- [x] 3.5 Create market data monitoring dashboard (real-time data feed status)
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- [ ] 3.6 Build simple data analysis tools (volume analysis, price movement statistics)
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- [ ] 3.7 Setup real-time dashboard updates using Redis callbacks
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- [ ] 3.8 Add data export functionality for analysis (CSV/JSON export)
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- [ ] 3.9 Unit test basic dashboard components and data visualization
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- [x] 3.6 Build simple data analysis tools (volume analysis, price movement statistics)
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- [x] 3.7 Add the chart time range selector and trigger for realtime data or historical data (when i analyze specified time range i do not want it to reset with realtime data triggers and callbacks)
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- [ ] 3.8 Setup real-time dashboard updates using Redis callbacks
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- [ ] 3.9 Add data export functionality for analysis (CSV/JSON export)
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- [ ] 3.10 Unit test basic dashboard components and data visualization
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- [ ] 4.0 Strategy Engine and Bot Management Framework
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- [ ] 4.1 Design and implement base strategy interface class
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@@ -188,6 +189,23 @@
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- [ ] 13.9 Add gap detection and automatic data recovery during reconnections
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- [ ] 13.10 Implement data integrity validation and conflict resolution for recovered data
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- [ ] 14.0 Advanced Dashboard Performance and User Experience (Future Enhancement)
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- [ ] 14.1 Implement dashboard state management with browser localStorage persistence
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- [ ] 14.2 Add client-side chart caching to reduce server load and improve responsiveness
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- [ ] 14.3 Implement lazy loading for dashboard components and data-heavy sections
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- [ ] 14.4 Add WebSocket connections for real-time dashboard updates instead of polling
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- [ ] 14.5 Implement dashboard layout customization (draggable panels, custom arrangements)
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- [ ] 14.6 Add multi-threading for callback processing to prevent UI blocking
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- [ ] 14.7 Implement progressive data loading (load recent data first, historical on demand)
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- [ ] 14.8 Add dashboard performance monitoring and bottleneck identification
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- [ ] 14.9 Implement chart virtualization for handling large datasets efficiently
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- [ ] 14.10 Add offline mode capabilities with local data caching
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- [ ] 14.11 Implement smart callback debouncing to reduce unnecessary updates
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- [ ] 14.12 Add dashboard preloading and background data prefetching
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- [ ] 14.13 Implement memory usage optimization for long-running dashboard sessions
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- [ ] 14.14 Add chart export capabilities (PNG, SVG, PDF) with high-quality rendering
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- [ ] 14.15 Implement dashboard mobile responsiveness and touch optimizations
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### Notes
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