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phase 16: React dashboard with full platform control and analytics

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Celes Renata
2026-04-11 16:19:46 -07:00
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## Phase 16 - Web Dashboard Frontend
- [ ] 16. Build React web dashboard for full platform control and analytics
- [ ] 16.1 Scaffold React project with Vite, TypeScript, Tailwind, and routing
- [x] 16. Build React web dashboard for full platform control and analytics
- [x] 16.1 Scaffold React project with Vite, TypeScript, Tailwind, and routing
- Initialize `frontend/` directory with `npm create vite@latest` using the React-TS template
- Install core dependencies: `@tanstack/react-router`, `@tanstack/react-query`, `tailwindcss`, `recharts`, `@monaco-editor/react`, `lucide-react`
- Configure Tailwind with a dark-mode-friendly color palette
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- Create a shared API client module that targets the Query API, Symbol Registry, and Risk Engine base URLs (configurable via env vars)
- _Requirements: 13.1_
- [ ] 16.2 Build the API client layer and shared components
- [x] 16.2 Build the API client layer and shared components
- Create typed API hooks using TanStack Query for each API domain: companies, documents, trends, recommendations, orders, positions, admin/trading, admin/sources, ops endpoints
- Build reusable UI components: DataTable (sortable, filterable, paginated), StatusBadge, ConfidenceBar, TrendArrow, DateRangeSelector, TickerFilter, LoadingSpinner, ErrorBoundary
- Build a shared layout component with sidebar, breadcrumbs, and top-bar health indicator
- _Requirements: 13.1, 13.2_
- [ ] 16.3 Implement company and source management pages
- [x] 16.3 Implement company and source management pages
- Build `/companies` list page with searchable, sortable table showing ticker, name, sector, active status, source count
- Build `/companies/:id` detail page with editable fields (sector, industry, market cap, active toggle), tabs for aliases, sources, and document history
- Build source add/edit form with source type selector, config JSON editor, credibility slider, retention days, access policy dropdown
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- Wire watchlist CRUD pages at `/watchlists` with member management
- _Requirements: 13.2, 1.1, 1.2, 1.3_
- [ ] 16.4 Implement document timeline and intelligence drill-down pages
- [x] 16.4 Implement document timeline and intelligence drill-down pages
- Build `/documents` list page with filterable timeline: title, type, source, ticker mentions, published date, parse quality badge, extraction status
- Build `/documents/:id` detail page showing full intelligence extraction, company impacts with sentiment/score, key facts, risks, macro themes, and links to raw MinIO artifacts
- Add evidence chain visualization showing document → intelligence → impact records
- _Requirements: 13.3, 11.1, 11.2_
- [ ] 16.5 Implement trend summary and evidence chain pages
- [x] 16.5 Implement trend summary and evidence chain pages
- Build `/trends` list page with company trend cards showing direction indicator, strength bar, confidence score, contradiction score, and window selector
- Build `/trends/:id` detail page with full evidence drill-down: contributing documents, intelligence objects, rank scores, weight breakdowns
- Add expandable evidence list on trend cards for quick preview
- _Requirements: 13.3, 6.5, 10.4_
- [ ] 16.6 Implement recommendation review and order tracking pages
- [x] 16.6 Implement recommendation review and order tracking pages
- Build `/recommendations` list page with filterable table: ticker, action badge, mode, confidence bar, thesis preview, timestamp
- Build `/recommendations/:id` detail page with full evidence drill-down, risk evaluation display, and linked orders
- Build `/orders` list page with status badges, fill info, and expandable audit trail
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- Build `/positions` page with current positions table showing unrealized/realized PnL, entry/current prices
- _Requirements: 13.4, 11.1, 11.2, 11.3_
- [ ] 16.7 Implement trading controls and risk management pages
- [x] 16.7 Implement trading controls and risk management pages
- Build `/trading` page with trading mode toggle (paper/live/disabled) with confirmation dialog
- Build pending approvals queue with approve/reject buttons and review note input
- Build risk configuration editor form for max position size, daily loss cap, sector exposure, cooldown periods
- Build active lockouts display with type, reason, and expiration countdown
- _Requirements: 13.5, 8.1, 8.2_
- [ ] 16.8 Implement DevOps monitoring dashboards
- [x] 16.8 Implement DevOps monitoring dashboards
- Build `/ops/pipeline` page with pipeline health summary: document stage counts, parsing quality distribution, extraction validation rates, trend generation stats
- Build `/ops/ingestion` page with time-series charts (Recharts) for ingestion throughput, success/failure rates by source type, configurable time bucket selector
- Build `/ops/model` page with model performance metrics: success rate gauge, latency percentile chart, retry rate, confidence distribution histogram, recent failures table
- Build `/ops/coverage` page with company × source type coverage matrix, stale source indicators, and coverage gap alerts
- _Requirements: 13.6, 12.1, 12.2, 12.3_
- [ ] 16.9 Implement SQL query explorer (Athena-like)
- [x] 16.9 Implement SQL query explorer (Athena-like)
- Add a `/api/analytics/query` proxy endpoint to the Query API that forwards SQL to Trino, enforces row limits, and returns structured `{columns, rows, row_count, elapsed_ms}` results
- Add a `/api/analytics/schema` endpoint that returns Trino catalog/schema/table/column metadata for the schema browser
- Build `/analytics/query` page with Monaco Editor SQL input, schema browser sidebar, execute button, and results table with virtual scrolling
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- Add saved queries: persist to PostgreSQL via a new `/api/analytics/saved-queries` CRUD endpoint, display saved query list with load/delete
- _Requirements: 13.7, 10.1, 10.3_
- [ ] 16.10 Implement pre-built analytical dashboards (QuickSight-like)
- [x] 16.10 Implement pre-built analytical dashboards (QuickSight-like)
- Build `/analytics/dashboards` gallery page listing available dashboards with preview thumbnails
- Build Symbol Overview dashboard: company card grid with trend direction, latest recommendation, position status, sourced from API data
- Build Sentiment Heatmap dashboard: sector × time matrix colored by aggregated sentiment, sourced from Trino query
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- Add date range selector and ticker filter controls shared across all dashboards
- _Requirements: 13.8, 10.2, 10.4_
- [ ] 16.11 Build home/overview page
- [x] 16.11 Build home/overview page
- Build `/` home page with system health summary card, recent activity feed, key metrics (active companies, documents today, recommendations today, pipeline status)
- Add quick-nav cards linking to each major section
- Add alert banner for critical issues (source failures, pipeline bottlenecks)
- _Requirements: 13.1, 13.6_
- [ ] 16.12 Add Dockerfile, CI build, Helm template, and deploy to cluster
- [x] 16.12 Add Dockerfile, CI build, Helm template, and deploy to cluster
- Create `frontend/Dockerfile` using multi-stage build: node for build, nginx for serve
- Add `dashboard` service to `.github/workflows/build.yml` matrix
- Add `dashboard` deployment, service, and ingress to Helm chart values and templates