Display executionPlan in UI; add tests for Trader executionPlan parsing and TradingGraph execution step
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
This commit is contained in:
@@ -36,4 +36,32 @@ describe("Trader", () => {
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const decision = await trader.decide("AAPL", mockReports, mockDebates);
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expect(decision.action).toBe("buy");
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});
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it("parses executionPlan on sell", async () => {
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const mockSellClient = {
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createChatCompletion: vi.fn().mockResolvedValue({
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choices: [{ message: { content: JSON.stringify({
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action: "sell",
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confidence: 0.9,
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reasoning: "Exit position",
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executionPlan: {
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amount: 50,
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riskManagement: { maxLossPercent: 1.5, method: "trailing" },
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takeProfit: 150,
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note: "Test plan"
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}
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}) } }]
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}),
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};
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const trader = new Trader(mockSellClient as any);
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const decision = await trader.decide("AAPL", mockReports, mockDebates);
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expect(decision.action).toBe("sell");
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expect(decision.executionPlan).toBeDefined();
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expect(decision.executionPlan?.amount).toBe(50);
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expect(decision.executionPlan?.takeProfit).toBe(150);
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expect(decision.executionPlan?.riskManagement?.maxLossPercent).toBe(1.5);
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});
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});
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});
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@@ -0,0 +1,30 @@
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import { describe, it, expect, vi } from "vitest";
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import { TradingGraph } from "../tradingGraph";
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describe("TradingGraph execution step", () => {
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it("returns executionPlan when model provides it", async () => {
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const mockClient = {
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createChatCompletion: vi.fn().mockResolvedValue({
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choices: [{ message: { content: JSON.stringify({
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action: "sell",
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confidence: 0.85,
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reasoning: "Test sell",
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executionPlan: { amount: 100, riskManagement: { maxLossPercent: 2 }, takeProfit: 200 }
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}) } }]
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}),
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};
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const mockInput = {
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financialData: "...",
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technicalData: { prices: [1,2,3], sma: 1, ema: 1, rsi: 50, macd: 0 },
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sentimentData: { headlines: ["h"], source: "news" },
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};
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const graph = new TradingGraph(mockClient as any);
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const decision = await graph.propagate("AAPL", mockInput as any);
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expect(decision.action).toBe("sell");
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expect(decision.executionPlan).toBeDefined();
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expect(decision.executionPlan?.amount).toBe(100);
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});
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});
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@@ -1,6 +1,8 @@
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import { useState, useEffect } from "react";
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import { useLoaderData, useNavigate, useLocation } from "react-router";
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import TradingViewChart from "../components/TradingViewChart";
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import Navbar from "../components/Navbar";
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import type { TradingDecision, AnalystReport, DebateRound } from "../types/agents";
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export const meta = () => [{ title: "Stock Detail - AITrader" }];
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@@ -14,6 +16,7 @@ interface LoaderData {
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}
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const TIMEFRAMES = [
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{ value: "1Min", label: "1 Minute" },
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{ value: "1D", label: "1 Day" },
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{ value: "5Min", label: "5 Min" },
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{ value: "15Min", label: "15 Min" },
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@@ -74,6 +77,31 @@ export default function StockDetail() {
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const navigate = useNavigate();
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const location = useLocation();
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const [analysisLoading, setAnalysisLoading] = useState(false);
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const [analystReports, setAnalystReports] = useState<AnalystReport[]>([]);
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const [debateRounds, setDebateRounds] = useState<DebateRound[]>([]);
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const [decision, setDecision] = useState<TradingDecision | null>(null);
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const [showAnalysts, setShowAnalysts] = useState(false);
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const [showDebate, setShowDebate] = useState(false);
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// Cache key for this ticker
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const cacheKey = `tradinggraph-${ticker}`;
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// Load cached results on mount
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useEffect(() => {
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const cached = sessionStorage.getItem(cacheKey);
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if (cached) {
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try {
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const data = JSON.parse(cached);
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if (data.analystReports) setAnalystReports(data.analystReports);
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if (data.debateRounds) setDebateRounds(data.debateRounds);
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if (data.decision) setDecision(data.decision);
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} catch (e) {
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console.error("Failed to parse cached trading graph data:", e);
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}
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}
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}, [cacheKey]);
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const updateParams = (newTimeframe: string, newRange: string) => {
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const searchParams = new URLSearchParams(location.search);
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searchParams.set("timeframe", newTimeframe);
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@@ -81,6 +109,46 @@ export default function StockDetail() {
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navigate(`${location.pathname}?${searchParams.toString()}`, { replace: true });
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};
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const runTradingGraph = async () => {
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setAnalysisLoading(true);
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setAnalystReports([]);
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setDebateRounds([]);
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setDecision(null);
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try {
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const res = await fetch("/api/analyze", {
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method: "POST",
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headers: { "Content-Type": "application/json" },
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body: JSON.stringify({ ticker }),
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});
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const data = await res.json();
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if (!res.ok) throw new Error(data.error || "Analysis failed");
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const reports = data.agentSignals.map((sig: any) => ({
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analyst: sig.agent,
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signal: sig,
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report: sig.reasoning,
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}));
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const debates = data.debateRounds || [];
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setAnalystReports(reports);
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setDebateRounds(debates);
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setDecision(data);
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// Cache the results
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sessionStorage.setItem(cacheKey, JSON.stringify({
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analystReports: reports,
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debateRounds: debates,
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decision: data,
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timestamp: Date.now(),
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}));
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} catch (err) {
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console.error("Analysis error:", err);
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} finally {
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setAnalysisLoading(false);
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}
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};
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// Convert Alpaca bars to TradingView format
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// Keep full timestamp for intraday, use date-only for daily
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// Sort bars by timestamp to ensure ascending order
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@@ -147,7 +215,15 @@ export default function StockDetail() {
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</select>
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</div>
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<TradingViewChart ticker={ticker} data={chartData} />
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<TradingViewChart ticker={ticker} data={chartData} timeframe={timeframe} />
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<button
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onClick={runTradingGraph}
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disabled={analysisLoading}
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className="mt-4 bg-purple-600 text-white px-6 py-2.5 rounded-lg font-medium hover:bg-purple-700 disabled:opacity-50 transition-colors"
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>
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{analysisLoading ? "Running Trading Graph..." : "Run Trading Graph Analysis"}
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</button>
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</div>
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<div className="mt-6 bg-white rounded-xl shadow-lg p-6 border border-gray-200">
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@@ -182,6 +258,133 @@ export default function StockDetail() {
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)}
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</div>
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{(analystReports.length > 0 || debateRounds.length > 0 || decision) && (
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<div className="mt-6 bg-white rounded-xl shadow-lg p-6 border border-gray-200">
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<div className="flex items-center justify-between mb-4">
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<h2 className="text-xl font-bold text-gray-900">Trading Graph Workflow</h2>
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{sessionStorage.getItem(cacheKey) && (
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<span className="text-xs text-gray-500 bg-gray-100 px-2 py-1 rounded">
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Cached results
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</span>
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)}
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</div>
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{/* Analysts Step - Collapsible */}
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{analystReports.length > 0 && (
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<div className="mb-4">
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<button
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onClick={() => setShowAnalysts(!showAnalysts)}
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className="w-full flex items-center justify-between p-3 bg-gray-50 rounded-lg border border-gray-200 hover:bg-gray-100 transition-colors"
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>
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<h3 className="text-lg font-semibold text-gray-800 flex items-center gap-2">
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<span className="bg-blue-100 text-blue-800 w-6 h-6 rounded-full flex items-center justify-center text-sm">1</span>
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Analyst Reports
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</h3>
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<span className="text-gray-500">{showAnalysts ? "▼" : "▶"}</span>
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</button>
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{showAnalysts && (
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<div className="mt-3 space-y-3 pl-4">
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{analystReports.map((report, i) => (
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<div key={i} className="bg-gray-50 rounded-lg p-3 border border-gray-200">
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<div className="flex justify-between items-center mb-2">
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<span className="font-medium text-gray-900 capitalize">{report.analyst}</span>
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<span className={`text-sm font-medium ${
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report.signal?.signal === "bullish" ? "text-green-600" :
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report.signal?.signal === "bearish" ? "text-red-600" : "text-gray-600"
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}`}>
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{report.signal?.signal} ({(report.signal?.confidence * 100).toFixed(0)}%)
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</span>
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</div>
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<p className="text-sm text-gray-600">{report.signal?.reasoning}</p>
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</div>
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))}
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</div>
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)}
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</div>
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)}
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{/* Debate Step - Collapsible */}
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{debateRounds.length > 0 && (
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<div className="mb-4">
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<button
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onClick={() => setShowDebate(!showDebate)}
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className="w-full flex items-center justify-between p-3 bg-gray-50 rounded-lg border border-gray-200 hover:bg-gray-100 transition-colors"
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>
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<h3 className="text-lg font-semibold text-gray-800 flex items-center gap-2">
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<span className="bg-purple-100 text-purple-800 w-6 h-6 rounded-full flex items-center justify-center text-sm">2</span>
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Research Debate
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</h3>
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<span className="text-gray-500">{showDebate ? "▼" : "▶"}</span>
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</button>
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{showDebate && (
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<div className="mt-3 space-y-3 pl-4">
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{debateRounds.map((round, i) => (
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<div key={i} className="border border-gray-200 rounded-lg p-3">
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<div className="mb-2">
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<span className="text-green-600 font-medium text-sm">Bullish View:</span>
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<p className="text-sm text-gray-700 mt-1">{round.bullishView}</p>
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</div>
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<div>
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<span className="text-red-600 font-medium text-sm">Bearish View:</span>
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<p className="text-sm text-gray-700 mt-1">{round.bearishView}</p>
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</div>
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</div>
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))}
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</div>
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)}
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</div>
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)}
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{/* Decision Step - Always Visible */}
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{decision && (
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<div>
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<h3 className="text-lg font-semibold text-gray-800 mb-3 flex items-center gap-2">
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<span className="bg-green-100 text-green-800 w-6 h-6 rounded-full flex items-center justify-center text-sm">3</span>
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Final Decision
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</h3>
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<div className="bg-gray-50 rounded-lg p-4 border border-gray-200">
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<div className="flex items-center gap-4 mb-3">
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<span className="text-gray-600">Action:</span>
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<span className={`font-bold text-lg ${
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decision.action === "buy" ? "text-green-600" :
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decision.action === "sell" ? "text-red-600" : "text-gray-600"
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}`}>
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{decision.action.toUpperCase()}
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</span>
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<span className="text-gray-600">Confidence:</span>
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<span className="font-medium">{(decision.confidence * 100).toFixed(0)}%</span>
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</div>
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{decision.reasoning && (
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<div>
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<p className="text-gray-800">{decision.reasoning}</p>
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{decision.executionPlan && (
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<div className="mt-3 border-t pt-3">
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<h4 className="text-sm font-medium text-gray-800 mb-2">Execution Plan</h4>
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<div className="text-sm text-gray-700 space-y-1">
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<div>Amount: <span className="font-medium">{decision.executionPlan.amount} shares</span></div>
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{decision.executionPlan.takeProfit != null && (
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<div>Take profit: <span className="font-medium">${decision.executionPlan.takeProfit}</span></div>
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)}
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{decision.executionPlan.riskManagement?.maxLossPercent != null && (
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<div>Risk management: <span className="font-medium">{decision.executionPlan.riskManagement.maxLossPercent}% max loss</span></div>
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)}
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{decision.executionPlan.riskManagement?.method && (
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<div>Method: <span className="font-medium">{decision.executionPlan.riskManagement.method}</span></div>
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)}
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{decision.executionPlan.note && (
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<div>Note: <span className="font-medium">{decision.executionPlan.note}</span></div>
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)}
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</div>
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</div>
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)}
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</div>
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)}
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</div>
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</div>
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)}
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</div>
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)}
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<div className="mt-6 bg-white rounded-xl shadow-lg p-6 border border-gray-200">
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<h2 className="text-xl font-bold text-gray-900 mb-4">Recent Orders</h2>
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{orders.length === 0 ? (
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