TradingAgents/web_dashboard/frontend
Shaojie b9fad43404
feat(dashboard): web dashboard phase 1 - screening, analysis, portfolio (#2)
* feat(dashboard): apply Apple design system to all 4 pages

- Font: replace SF Pro with DM Sans (web-available) throughout
- Typography: consistent DM Sans stack, monospace data display
- ScreeningPanel: add horizontal scroll for mobile, fix stat card hover
- AnalysisMonitor: Apple progress bar, stage pills, decision badge
- BatchManager: add copy-to-clipboard for task IDs, fix error tooltip truncation, add CTA to empty state
- ReportsViewer: Apple-styled modal, search bar consistency
- Keyboard: add Escape to close modals
- CSS: progress bar ease-out, sidebar collapse button icon-only mode

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(dashboard): secure API key handling and add stage progress streaming

- Pass ANTHROPIC_API_KEY via env dict instead of CLI args (P1 security fix)
- Add monitor_subprocess() coroutine with fcntl non-blocking reads
- Inject STAGE markers (analysts/research/trading/risk/portfolio) into script stdout
- Update task stage state and broadcast WebSocket progress at each stage boundary
- Add asyncio.Event for monitor cancellation on task completion/cancel

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat(dashboard): persist task state to disk for restart recovery

- Add TASK_STATUS_DIR for task state JSON files
- Lifespan startup: restore task states from disk
- Task completion/failure: write state to disk
- Task cancellation: delete persisted state

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(dashboard): correct stage key mismatch, add created_at, persist cancelled tasks

- Fix ANALYSIS_STAGES key 'trader' → 'trading' to match backend STAGE markers
- Add created_at field to task state at creation, sort list_tasks by it
- Persist task state before broadcast in cancel path (closes restart race)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat(dashboard): add portfolio panel - watchlist, positions, and recommendations

New backend:
- api/portfolio.py: watchlist CRUD, positions with live P&L, recommendations
- POST /api/portfolio/analyze: batch analysis of watchlist tickers
- GET /api/portfolio/positions: live price from yfinance + unrealized P&L

New frontend:
- PortfolioPanel.jsx with 3 tabs: 自选股 / 持仓 / 今日建议
- portfolioApi.js service
- Route /portfolio (keyboard shortcut: 5)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat(dashboard): add CSV and PDF report export

- GET /api/reports/export: CSV with ticker,date,decision,summary
- GET /api/reports/{ticker}/{date}/pdf: PDF via fpdf2 with DejaVu fonts
- ReportsViewer: CSV export button + PDF export in modal footer

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(dashboard): address 4 critical issues found in pre-landing review

1. main.py: move API key validation before task state creation —
   prevents phantom "running" tasks when ANTHROPIC_API_KEY is missing
2. portfolio.py: make get_positions() async and fetch yfinance prices
   concurrently via run_in_executor — no longer blocks event loop
3. portfolio.py: add fcntl.LOCK_EX around all JSON read-modify-write
   operations on watchlist.json and positions.json — eliminates TOCTOU
   lost-write races under concurrent requests
4. main.py: use tempfile.mkstemp with mode 0o600 instead of world-
   readable /tmp/analysis_{task_id}.py — script content no longer
   exposed to other users on shared hosts

Also: remove unused UploadFile/File imports, undefined _save_to_cache
function, dead code in _delete_task_status, and unused
get_or_create_default_account helper.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(dashboard): use secure temp file for batch analysis scripts

Batch portfolio analysis was writing scripts to /tmp with default
permissions (0o644), exposing the API key to other local users.
Switch to tempfile.mkstemp + chmod 0o600, matching the single-analysis
pattern. Also fix cancel_task cleanup to use glob patterns for
tempfile-generated paths.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(dashboard): remove fake fallback data from ReportsViewer

ReportsViewer showed fabricated Chinese text when a report failed to load,
making fake data appear indistinguishable from real analysis. Now shows
an error message instead.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix(dashboard): reliability fixes - cross-platform PDF fonts, API timeouts, yfinance concurrency, retry logic

- PDF: try multiple DejaVu font paths (macOS + Linux) instead of hardcoded macOS
- Frontend: add 15s AbortController timeout to all API calls + proper error handling
- yfinance: cap concurrent price fetches at 5 via asyncio.Semaphore
- Batch analysis: retry failed stock analyses up to 2x with exponential backoff

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: resolve 4 critical security/correctness bugs in web dashboard

1. Mass position deletion (portfolio.py): remove_position now rejects
   empty position_id — previously position_id="" matched all positions
   and deleted every holding for a ticker across ALL accounts.

2. Path traversal in get_recommendation (portfolio.py): added ticker/date
   validation (no ".." or path separators) + resolved-path check against
   RECOMMENDATIONS_DIR to prevent ../../etc/passwd attacks.

3. Path traversal in get_report_content (main.py): same ticker/date
   validation + resolved-path check against get_results_dir().

4. china_data import stub (interface.py + new china_data.py): the actual
   akshare implementation lives in web_dashboard/backend/china_data.py
   (different package); tradingagents/dataflows/china_data.py was missing
   entirely, so _china_data_available was always False. Added stub file
   and AttributeError to the import exception handler so the module
   gracefully degrades instead of silently hiding the missing vendor.

Magic numbers also extracted to named constants:
- MAX_RETRY_COUNT, RETRY_BASE_DELAY_SECS (main.py)
- MAX_CONCURRENT_YFINANCE_REQUESTS (portfolio.py)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-07 18:52:56 +08:00
..
src feat(dashboard): web dashboard phase 1 - screening, analysis, portfolio (#2) 2026-04-07 18:52:56 +08:00
index.html feat(dashboard): web dashboard phase 1 - screening, analysis, portfolio (#2) 2026-04-07 18:52:56 +08:00