169 Commits

Author SHA1 Message Date
4f432fb85c feat(frontend): add dashboard charts
- Sparkline for summary cards
- AreaChart for asset trends
- DonutChart for sector allocation
- BarChart for portfolio comparison

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 22:58:00 +09:00
eb3ce0e6e7 feat(frontend): apply DashboardLayout to all pages
- Portfolio pages updated with DashboardLayout and shadcn/ui Card components
- Strategy pages updated (multi-factor, quality, value-momentum)
- Backtest pages updated with consistent styling
- Admin data management page updated
- Login page improved with shadcn/ui Card, Input, Button, Label
- All pages now support dark mode via CSS variables
- Removed old Sidebar/Header imports, using unified DashboardLayout
- Added shadcn/ui input and label components

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 22:54:22 +09:00
3e733ec1b8 feat(frontend): add new layout components
- Collapsible Sidebar with navigation
- Header with page titles and logout
- DashboardLayout with responsive design
- Updated dashboard page

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 22:46:54 +09:00
0200ebc7ad test(frontend): add Phase 1 test page
- Verify shadcn/ui components render correctly
- Verify theme toggle works
- Verify Lucide icons display
- Temporary page for Phase 1 verification

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 22:25:12 +09:00
4178744afe feat(frontend): add chart libraries
- recharts for general charts
- lightweight-charts for TradingView financial charts

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 22:24:07 +09:00
c0fc599083 feat(frontend): add ThemeToggle component
- Dropdown menu with light/dark/system options
- Uses Lucide icons for sun/moon

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 22:23:22 +09:00
f4038ef539 feat(frontend): add core shadcn/ui components
- button, card, dropdown-menu, sheet, tooltip

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 22:21:51 +09:00
70bc032575 feat(frontend): add lucide-react icons
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 22:20:37 +09:00
0fce3f03f3 feat(frontend): add next-themes for dark/light mode
- Create ThemeProvider component
- Apply ThemeProvider to root layout
- Enable system theme detection

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 22:19:27 +09:00
6e30ecea03 feat(frontend): initialize shadcn/ui configuration
- Add tailwind.config.ts with shadcn/ui theme colors
- Update globals.css with CSS variables for dark/light mode
- Add utils.ts with cn() helper function
- Add components.json for shadcn/ui CLI
- Update postcss.config.mjs with autoprefixer
- Exclude playwright config from tsconfig to fix build

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 22:17:26 +09:00
f42f8a685a docs: add frontend UI redesign plan
Comprehensive redesign plan including:
- shadcn/ui + Lucide Icons + Recharts + TradingView charts
- Dark/light theme with system preference support
- Collapsible sidebar with responsive breakpoints
- Dashboard with charts and sparklines
- Portfolio pages with TradingView integration
- Strategy and backtest page improvements

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-05 21:55:25 +09:00
bfcb155a4f chore: uv 적용 2026-02-04 22:26:19 +09:00
926958c15a fix: remove unused function and fix lint warning
- Remove unused login helper in portfolio.spec.ts
- Add eslint-disable for useEffect in history page

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 12:30:54 +09:00
efcfc0e090 feat: add E2E tests for backend and frontend
Backend (pytest):
- Auth flow tests (login, token, protected routes)
- Portfolio CRUD and transaction tests
- Strategy endpoint tests
- Backtest flow tests
- Snapshot and returns tests

Frontend (Playwright):
- Auth page tests
- Portfolio navigation tests
- Strategy page tests
- Backtest page tests
- Playwright configuration

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 12:30:13 +09:00
e3b9ec1071 feat: update Docker configuration
- Backend Dockerfile: Python 3.12, non-root user, healthcheck
- Frontend Dockerfile: Multi-stage build, production stage
- docker-compose.yml: env_file, healthchecks, restart policies
- docker-compose.prod.yml: Production config with nginx
- .env.example: Updated with all variables

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 12:27:34 +09:00
89bd8fea53 feat: add scheduler, returns calculator, and history page
- APScheduler for daily snapshots (18:30 weekdays)
- ReturnsCalculator with CAGR, TWR, MDD, volatility
- Portfolio history page with snapshots and returns tabs
- FastAPI lifespan integration for scheduler

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 12:26:16 +09:00
8842928363 feat: add PriceService and snapshot API endpoints
- PriceService: Mock implementation using DB prices
- Snapshot schemas: SnapshotListItem, ReturnsResponse, ReturnDataPoint
- Snapshot API: list, create, get, delete snapshots
- Returns API: portfolio returns calculation with CAGR

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 12:23:56 +09:00
63ffe2439e docs: add Phase 6 finishing design document
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 12:20:39 +09:00
3a9e5513f9 fix: remove unused formatCurrency function in backtest page
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 12:06:38 +09:00
1a3a0cf5a0 feat: add backtest pages and API endpoints
- Backtest list/create page with strategy-specific params
- Backtest result page with metrics, holdings, transactions
- Polling for async backtest status

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 11:53:59 +09:00
99bd08c68a feat: add backtest API endpoints
- POST /api/backtest (create and start)
- GET /api/backtest (list)
- GET /api/backtest/{id} (detail)
- GET /api/backtest/{id}/equity-curve
- GET /api/backtest/{id}/holdings
- GET /api/backtest/{id}/transactions
- DELETE /api/backtest/{id}

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 11:51:29 +09:00
c1ee879cb4 feat: add backtest services (portfolio, engine, worker)
- VirtualPortfolio for portfolio simulation
- BacktestEngine for strategy backtesting
- Worker for async background execution

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 11:34:48 +09:00
a78c00ecbb feat: add MetricsCalculator service
- Total return, CAGR, MDD, Sharpe ratio, volatility
- Benchmark comparison metrics

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 09:37:19 +09:00
d9d9c8d772 feat: add backtest SQLAlchemy models
- Backtest, BacktestResult, BacktestEquityCurve
- BacktestHolding, BacktestTransaction

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 09:36:37 +09:00
331ab2cc56 feat: add backtest Pydantic schemas
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 09:35:53 +09:00
c3ec7f68a0 docs: add Phase 5 backtest engine design
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 09:33:44 +09:00
aa2047a922 feat: add strategy pages (multi-factor, quality, value-momentum)
- Multi-factor strategy page with weight configuration
- Quality strategy page with F-Score filtering
- Value-momentum strategy page

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 09:07:49 +09:00
475a056bc8 feat: add strategy list page
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 09:02:24 +09:00
bc484fcb07 feat: add market data API endpoints
- GET /api/market/stocks/{ticker}
- GET /api/market/stocks/{ticker}/prices
- GET /api/market/search

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 09:01:48 +09:00
6a6ccc9c57 feat: add strategy API endpoints
- POST /api/strategy/multi-factor
- POST /api/strategy/quality
- POST /api/strategy/value-momentum

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 09:01:10 +09:00
3f8ef7e108 feat: add multi-factor, quality, and value-momentum strategies
- BaseStrategy abstract class
- MultiFactorStrategy with weighted factors
- QualityStrategy with F-Score filtering
- ValueMomentumStrategy combining value and momentum

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 08:59:05 +09:00
9eebc73390 feat: add factor calculator service
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 08:58:00 +09:00
d671befb90 feat: add quant strategy Pydantic schemas
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 08:57:05 +09:00
3218e26a5a docs: add Phase 4 quant strategy implementation plan 2026-02-03 08:48:06 +09:00
d2314cad4e feat: add rebalancing calculation page 2026-02-03 08:30:43 +09:00
bc356d9edf feat: add portfolio detail page with holdings 2026-02-03 08:27:29 +09:00
c1f175f9bd feat: add new portfolio creation page 2026-02-03 07:13:14 +09:00
cbf30c6bb4 feat: add portfolio list page 2026-02-03 07:12:44 +09:00
7edc152491 feat: add portfolio detail API with calculated values 2026-02-03 07:11:19 +09:00
5f3c6061c9 feat: add rebalancing API endpoints 2026-02-03 07:09:26 +09:00
a45c44740e feat: add rebalancing calculation service 2026-02-03 07:08:55 +09:00
95f97eeef9 feat: add transactions API with holdings update 2026-02-03 07:08:21 +09:00
8ad2a62466 feat: add targets and holdings API endpoints 2026-02-03 07:07:22 +09:00
5558d96cb9 feat: add portfolio CRUD API endpoints 2026-02-03 07:06:55 +09:00
a3d9819175 feat: add portfolio Pydantic schemas 2026-02-03 07:06:22 +09:00
914f0f7367 docs: add Phase 3 portfolio management implementation plan
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 06:42:06 +09:00
68f9974cd6 fix: add error feedback and accessibility to data management page
- Add user-facing error state with red alert box for failed operations
- Improve error handling in fetchJobs and runCollector functions
- Add aria-labels to collector buttons for better accessibility
- Add scope="col" to table headers for proper semantic HTML
- Add refresh loading state with disabled button styling
- Create handleRefresh function for proper state management during refresh

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 00:04:50 +09:00
11e5158378 feat: add data management admin page
Add frontend page for admin data collection management at /admin/data.
The page displays available collectors (stocks, sectors, prices, valuations)
with buttons to trigger collection jobs, and shows recent job history
with status, timing, record counts, and error information.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 00:02:15 +09:00
aec8541563 fix: add parameter validation to admin API
Add Query parameter validation with regex patterns for date fields (YYYYMMDD format) and numeric constraints for limit parameter. Update JobLogResponse to use datetime types instead of strings for proper date serialization.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-03 00:00:18 +09:00
d2c5f91b2b feat: add admin API for data collection management
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-02-02 23:57:47 +09:00