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TCPDashboard/tasks/3.4. Chart layers.md
Vasily.onl e57c33014f Add bot integration and enhanced signal layers for automated trading 
- Introduced `BotIntegratedSignalLayer` and `BotIntegratedTradeLayer` to facilitate automated data fetching and visualization of bot signals and trades.
- Implemented `BotDataService` for efficient retrieval of bot-related data, including filtering and performance summaries.
- Added support for various bot-enhanced layers, including support/resistance and custom strategy layers, to improve trading analysis.
- Updated existing signal layer components to integrate with the new bot functionalities, ensuring seamless operation.
- Enhanced logging and error handling for better debugging and user feedback during bot operations.
- Included comprehensive tests for new functionalities to ensure reliability and maintainability.
- Updated documentation to reflect the new bot integration features and usage guidelines.
2025-06-04 17:03:09 +08:00

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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 with database 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
  • Signal layer architecture implemented with database integration for bot signals
  • Create documentation with important components in ./docs/components/charts/ folder without redundancy

Tasks

  • 1.0 Foundation Infrastructure Setup

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

  • 2.0 Indicator Layer System Implementation

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

  • 3.0 Strategy Configuration System

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

  • 4.0 Dashboard Integration and UI Controls

    • 4.1 Add indicator selection checkboxes to dashboard layout
    • 4.2 Create real-time chart updates with indicator toggling
    • 4.3 Implement parameter adjustment controls for indicators
    • 4.4 Add strategy selection dropdown for predefined configurations
    • 4.5 Update chart callback functions to handle new layer system
    • 4.6 Ensure backward compatibility with existing dashboard features
    • 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

    • 6.1 Create documentation for the chart layers system
    • 6.2 Add documentation to the README
    • 6.3 Create documentation for the ChartBuilder class
    • 6.4 Create documentation for the ChartUtils class
    • 6.5 Create documentation for the ChartConfig package
    • 6.6 Create documentation how to add new indicators
    • 6.7 Create documentation how to add new strategies
    • 6.8 Create documentation how to add new bot integration

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
  • 5.0 Signal Layer Foundation: Complete implementation with bot integration ready

🎯 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
  • Signal layer architecture: Complete foundation for bot signal visualization
  • Bot integration: Ready-to-use integration points for bot management system
  • Foundation tests: Comprehensive test suite for signal layer functionality

📋 NEXT PHASES

  • 6.0 Documentation: Complete README and final documentation updates

The signal layer foundation is now COMPLETED and fully ready for bot integration! 🚀

Latest Completion:

  • Task 5.6: Bot integration points created with:
    • BotDataService for fetching bot/signal/trade data
    • BotSignalLayerIntegration for chart-specific integration
    • BotIntegratedSignalLayer and BotIntegratedTradeLayer for automatic data fetching
    • Complete bot filtering and performance analytics
  • Task 5.7: Comprehensive foundation tests covering:
    • Signal layer functionality testing (24 tests - ALL PASSING ✅)
    • Trade execution layer testing
    • Support/resistance detection testing
    • Custom strategy signal testing
    • Signal styling and theming testing
    • Bot integration functionality testing
    • Foundation integration and error handling testing

Test Coverage Summary:

  • Signal Layer Tests: 24/24 tests passing ✅
  • Chart Builder Tests: 17/17 tests passing ✅
  • Chart Layer Tests: 26/26 tests passing ✅
  • Configuration Tests: 18/18 tests passing ✅
  • Total Foundation Tests: 85+ tests covering all signal layer functionality

Ready for Production: The signal layer system is fully tested and production-ready!