# Task 3.4: Modular Chart Layers System

## Overview
Implementation of a flexible, strategy-driven chart system that supports technical indicator overlays, subplot management, and future bot signal integration. This system will replace the basic chart functionality with a modular architecture that can adapt to different trading strategies and their specific indicator requirements.

## Relevant Files

- `components/charts/__init__.py` - Public API exports for the new modular chart system
- `components/charts/builder.py` - Main ChartBuilder class orchestrating chart creation and layer management
- `components/charts/utils.py` - Chart utilities and helper functions for data processing and validation
- `components/charts/config/__init__.py` - Configuration package initialization
- `components/charts/config/indicator_defs.py` - Base indicator definitions, schemas, and default parameters
- `components/charts/config/strategy_charts.py` - Strategy-specific chart configurations and presets
- `components/charts/config/defaults.py` - Default chart configurations and fallback settings
- `components/charts/config/validation.py` - Configuration validation and error handling system
- `components/charts/config/example_strategies.py` - Real-world trading strategy examples (EMA crossover, momentum, etc.)
- `components/charts/config/error_handling.py` - Enhanced error handling and user guidance system
- `components/charts/layers/__init__.py` - Chart layers package initialization with base layer exports
- `components/charts/layers/base.py` - Base layer system with CandlestickLayer, VolumeLayer, and LayerManager
- `components/charts/layers/indicators.py` - Indicator overlay rendering (SMA, EMA, Bollinger Bands)
- `components/charts/layers/subplots.py` - Subplot management for indicators like RSI and MACD
- `components/charts/layers/signals.py` - Strategy signal overlays and trade markers (future bot integration)
- `dashboard/` - **NEW: Modular dashboard structure with separated layouts and callbacks**
- `dashboard/layouts/market_data.py` - Enhanced market data layout with chart configuration UI
- `dashboard/callbacks/charts.py` - **NEW: Modular chart callbacks with strategy handling**
- `dashboard/components/chart_controls.py` - **NEW: Reusable chart control components**
- `tests/test_chart_builder.py` - Unit tests for ChartBuilder class functionality
- `tests/test_chart_layers.py` - Unit tests for individual chart layer components
- `tests/test_chart_integration.py` - Integration tests for full chart creation workflow
- `tests/test_indicator_schema.py` - Schema validation tests (16 tests)
- `tests/test_defaults.py` - Defaults system tests (19 tests)
- `tests/test_strategy_charts.py` - Strategy configuration tests (28 tests)
- `tests/test_validation.py` - Validation system tests (28 tests)
- `tests/test_example_strategies.py` - Example strategy tests (20 tests)
- `tests/test_error_handling.py` - Error handling tests (28 tests)
- `tests/test_configuration_integration.py` - Comprehensive integration tests (18 tests)

### Notes

- The modular design allows each chart layer to be tested independently
- Strategy configurations are JSON-based for easy modification without code changes
- Integration with existing `data/common/indicators.py` for technical indicator calculations
- Backward compatibility maintained with existing `components/charts.py` API
- Use `uv run pytest tests/test_chart_*.py` to run chart-specific tests
- **Modular dashboard structure implemented with complete separation of concerns**
- Create documentation with important components in ./docs/components/charts/ folder without redundancy

## Tasks

- [x] 1.0 Foundation Infrastructure Setup
  - [x] 1.1 Create components/charts directory structure and package files
  - [x] 1.2 Implement ChartBuilder class with basic candlestick chart creation
  - [x] 1.3 Create chart utilities for data processing and validation
  - [x] 1.4 Integrate with existing data/common/indicators.py module
  - [x] 1.5 Setup backward compatibility with existing components/charts.py API
  - [x] 1.6 Create basic unit tests for ChartBuilder class

- [x] 2.0 Indicator Layer System Implementation
  - [x] 2.1 Create base candlestick chart layer with volume subplot
  - [x] 2.2 Implement overlay indicator rendering (SMA, EMA)
  - [x] 2.3 Add Bollinger Bands overlay functionality
  - [x] 2.4 Create subplot management system for secondary indicators
  - [x] 2.5 Implement RSI subplot with proper scaling and styling
  - [x] 2.6 Add MACD subplot with signal line and histogram
  - [x] 2.7 Create indicator calculation integration with market data
  - [x] 2.8 Add comprehensive error handling for insufficient data scenarios
  - [x] 2.9 Unit test all indicator layer components

- [x] 3.0 Strategy Configuration System
  - [x] 3.1 Design indicator definition schema and validation
  - [x] 3.2 Create default indicator configurations and parameters
  - [x] 3.3 Implement strategy-specific chart configuration system
  - [x] 3.4 Add configuration validation and error handling
  - [x] 3.5 Create example strategy configurations (EMA crossover, momentum)
  - [x] 3.6 Add enhanced error handling and user guidance for missing strategies and indicators
  - [x] 3.7 Unit test configuration system and validation

- [x] 4.0 Dashboard Integration and UI Controls 
  - [x] 4.1 Add indicator selection checkboxes to dashboard layout
  - [x] 4.2 Create real-time chart updates with indicator toggling
  - [x] 4.3 Implement parameter adjustment controls for indicators
  - [x] 4.4 Add strategy selection dropdown for predefined configurations
  - [x] 4.5 Update chart callback functions to handle new layer system
  - [x] 4.6 Ensure backward compatibility with existing dashboard features
  - [x] 4.7 Test dashboard integration with real market data

- [ ] 5.0 Signal Layer Foundation for Future Bot Integration
  - [ ] 5.1 Create signal layer architecture for buy/sell markers
  - [ ] 5.2 Implement trade entry/exit point visualization
  - [ ] 5.3 Add support/resistance line drawing capabilities
  - [ ] 5.4 Create extensible interface for custom strategy signals
  - [ ] 5.5 Add signal color and style customization options
  - [ ] 5.6 Prepare integration points for bot management system
  - [ ] 5.7 Create foundation tests for signal layer functionality 

- [ ] 6.0 Documentation **⏳ IN PROGRESS**
  - [x] 6.1 Create documentation for the chart layers system
  - [ ] 6.2 Add documentation to the README
  - [x] 6.3 Create documentation for the ChartBuilder class
  - [x] 6.4 Create documentation for the ChartUtils class
  - [x] 6.5 Create documentation for the ChartConfig package
  - [x] 6.6 Create documentation how to add new indicators
  - [x] 6.7 Create documentation how to add new strategies

## Current Status

### ✅ **COMPLETED SECTIONS**
- **1.0 Foundation Infrastructure**: Fully implemented with modular charts system
- **2.0 Indicator Layer System**: Complete implementation with all indicator types
- **3.0 Strategy Configuration**: Comprehensive strategy system with validation
- **4.0 Dashboard Integration**: Including modular dashboard structure

### 🎯 **KEY ACHIEVEMENTS**
- **Strategy dropdown**: Fully functional with auto-loading of strategy indicators
- **Modular dashboard**: Complete separation of layouts, callbacks, and components
- **Chart callbacks**: Updated to handle new layer system with strategy support
- **Real-time updates**: Working chart updates with indicator toggling
- **Market data integration**: Confirmed working with live data

### 📋 **NEXT PHASES**
- **5.0 Signal Layer**: Foundation for bot signal integration
- **6.0 Documentation**: Complete README and final documentation updates

The chart layers system is now **production-ready** with full dashboard integration! 🚀