Add formations feature for drawing trendlines and channels on charts:
Backend (Formations.py):
- CRUD operations with DataCache integration
- Database table with scope-based indexing
- Line value calculation with infinite extension
- Property value lookup for strategy integration
Frontend (formations.js, formation_overlay.js):
- Three-class pattern: UIManager, DataManager, Controller
- SVG overlay for drawing with RAF sync loop
- Click-to-draw interface with temp line preview
- Anchor dragging for line adjustment
- Coordinate conversion using v5 API
UI Integration:
- HUD panel with Line/Channel buttons
- Formation cards with hover details
- Drawing controls (name input, save/cancel)
Socket handlers for real-time sync:
- request_formations, new_formation
- edit_formation, delete_formation
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
External Sources:
- New ExternalSources.py module for real-time API data fetching
- Configurable refresh intervals, JSONPath extraction, and auth headers
- External sources can be used in signals for live strategy conditions
External Indicators:
- New ExternalIndicators.py module for historical API data
- Supports backtesting by fetching and caching historical data points
- Timestamps are matched to candle times during backtest execution
- Fear & Greed index and similar APIs now work in backtests
Signal System Enhancements:
- Added signal Blockly blocks for use in strategy builder
- New signal_blocks.js for dynamic signal block generation
- Signals category added to strategy toolbox
- PythonGenerator updated to handle signal_* block types
- process_signal() method added to StrategyInstance classes
notify_user Block Enhancement:
- Now supports dynamic values (variables, indicators, expressions)
- Can display indicator values and calculations in notifications
Bug Fixes:
- Fixed Socket.IO parse error causing strategies not to load on refresh
- Enhanced sanitize_for_json to handle pandas, datetime, bytes types
- Fixed external indicator name matching (underscore/space conversion)
- Fixed PRAGMA query missing fetch_all=True in ExternalIndicators
Dependencies:
- Added jsonpath-ng for JSONPath extraction from API responses
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add exchange_validation.py module for validating exchange requirements
before running strategies (backtest, paper, live modes)
- Fix AttributeError in Signals.py: 'Indicators' object has no attribute
'indicators' - created IndicatorWrapper class for proper data access
- Fix testnet balance issue: explicitly pass testnet=False to all
connect_exchange calls to prevent pickle corruption from old testnet
Exchange objects
- Add balance exchange selector: display one exchange at a time with
dropdown to switch between connected exchanges (defaults to chart view)
- Add unique tbl_key generation for exchange_data to prevent duplicate
entries (format: user:exchange)
- Fix DataCache balance serialization for list types
- Update frontend error handling for exchange validation errors
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Implement a subscription system for public strategies:
Security & Auth:
- Bind WebSocket user identity at connect time (prevents spoofing)
- Add server-side ownership verification for all destructive operations
- Invalidate socket connections on logout
- Add XSS protection with HTML/JS escaping in frontend
Database:
- Add strategy_subscriptions table with proper indexes
- Fix get_all_rows_from_datacache to fall back to DB when cache empty
Backend:
- Add subscribe/unsubscribe endpoints with authorization checks
- Add get_user_strategies (owned + subscribed) and get_public_strategies_catalog
- Propagate indicator_owner_id through strategy instances for subscribed strategies
- Redact strategy internals (code, workspace) for non-owners
Frontend:
- Add "Add Public" button to browse and subscribe to public strategies
- Show subscribed strategies with creator badge and unsubscribe button
- Prevent editing of subscribed strategies (show info modal instead)
- Add public strategy browser modal
Tests:
- Update authorization tests for new subscription-required model
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Fix JSON parsing bug: JavaScript FormData sends indicator list as
JSON string inside a list, now properly parsed on backend
- Move form event listener setup to _setupIndicatorForm() called from
addToCharts() so it's always attached regardless of indicator data
- Add immediate visual feedback: popup hides instantly on submit and
button shows "Updating..." text
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add BollingerPercentB indicator class in backend (BOL%B)
- Calculates %B = (Close - Lower) / (Upper - Lower)
- Shows where price is relative to Bollinger Bands
- Values: 1.0 = upper band, 0.5 = middle, 0.0 = lower
- Add BollingerPercentB JavaScript class for frontend display
- Creates its own chart (chart4) like RSI/MACD
- Includes chart binding for synchronized scrolling
- Add chart4 HTML container and data plumbing
- Fix credential update when reconnecting with changed API keys
- Add TESTNET_MODE config setting for live trading mode control
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add KuCoin-specific balance fetching with type='trade' parameter
- Reinitialize ccxt client in refresh_balances() to fix pickle corruption
- Force reconnection when exchange is restored from database cache
- Add balance refresh button and socket handler in frontend
- Fix template null check for balances display
- Clean up DataCache and candles imports
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Fix market/symbol key mismatch in PythonGenerator.py (6 locations)
causing backtest to use wrong trading pair (BTC/USD vs BTC/USDT)
- Fix backtesting.py to always use default_source for backtest data
- Fix exchange/exchange_name key mismatch in app.py and BrighterTrades.py
causing strategy dialog to show wrong current chart exchange
- Add favicon links to standalone HTML templates
- Add AI strategy dialog template
- Update tests and documentation
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
EDM Integration:
- Add edm_client module for REST/WebSocket communication with exchange-data-manager
- Refactor candles.py to fetch data exclusively from EDM
- Add EDM session management for authenticated exchange access
- Update backtesting to use EDM for historical data
- Pass edm_client through to all strategy instances
- Add /api/edm-config, /api/chart-view, /health/edm endpoints
- Remove legacy candle-fetching code from DataCache_v3 and Exchange
UI Improvements:
- Make all popup dialogs draggable and resizable (exchange config, indicator, signal, trade)
- Add default trading source (exchange, symbol, timeframe) to strategy dialog
- Convert symbol fields to dropdowns with smart prioritization (popular pairs first)
- Fix signal dialog property dropdown initialization
Bug Fixes:
- Fix PythonGenerator regex to handle symbols starting with numbers (e.g., 0G/USDT)
- Fix EDM client date format (use Unix timestamps instead of ISO strings)
- Fix strategy default_source database migration
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Auth/Login improvements:
- Add dedicated login page (login_page.html)
- Redirect to /app after successful login/signup instead of welcome
- Add flash message categories to prevent cross-page message pollution
- Filter flash messages by category in templates
Exchange configuration fixes:
- Fix JS discarding API keys for public exchanges (now optional, not cleared)
- Add explicit key/secret validation in backend before saving
- Properly update configured_exchanges when keys provided
Trade dialog enhancements:
- Add exchange selector populated from connected exchanges
- Add testnet checkbox with exchange support detection
- Add production trading confirmation dialog
- Show TESTNET/LIVE badges on trade cards
- Validate exchange is configured before creating live trades
Bug fixes:
- Add try/except around get_user_data in is_logged_in()
- Fix DataFrame index access for user data retrieval
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Fix default fee from 0.1 (10%) to 0.001 (0.1%) in Trade class
- Add real-time trade updates via WebSocket trade_update events
- Fetch current market price for market orders instead of using cached price
- Add trade persistence to database with proper schema
- Add execution loop to update trades even without active strategies
- Add frontend handler for trade_update events in communication.js
- Add handleTradeUpdate method in trade.js for live P/L updates
- Add debug file logging for trade update debugging
- Update statistics dashboard and trading HUD templates
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Signals System Refactor:
- Migrated from config.yml to DataCache/SQLite storage
- Added user ownership (creator field) and public/private visibility
- Implemented full CRUD operations with tbl_key identifiers
- Auto-creates signals table in database on init
- Card-based UI with 100x100 icons and hover detail panels
- State visualization: green pulsing border (TRUE), red (FALSE)
- Edit support via popup form with Create/Edit buttons
Alerts System Implementation:
- Connected frontend Alerts.js to SocketIO communications
- Alerts triggered by signal state changes (s_updates)
- Support for strategy events, trades, errors, notifications
- Color-coded alerts with icons and timestamps
- Clear button and max 50 alerts limit (ephemeral, not persisted)
Backend changes:
- BrighterTrades.py: Updated signal handlers with user_id
- Added received_edit_signal() and permission checks
- Signal filtering by user ownership
Frontend changes:
- signals.js: Three-manager pattern (SigUIManager, SigDataManager, Signals)
- Alerts.js: Event handlers for updates and strategy_events
- general.js: Initialize signals and alerts with comms
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Key fixes:
- ExchangeInterface: Remove stale entries before creating new exchange connections
- LiveBroker: Optimize get_total_equity() to price only top 10 assets (was hanging on 462 testnet assets)
- LiveBroker: Add fiat currency skip list to avoid failed price lookups
- PythonGenerator: Fix market symbol regex to handle 2-5 char symbols (BTC/USDT)
New features:
- LiveStrategyInstance: Full live trading strategy execution
- Circuit breaker and position limits for live trading safety
- Restart-safe order reconciliation via client order IDs
Verified working:
- Live strategy starts on Binance testnet
- Orders placed and filled successfully
- Execution loop runs with active strategies
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Fix set_new_candle() to update cached candle instead of raising
- Fix trades.update() type mismatch: pass {symbol: price} dict
- Fix StrategyInstance.trades collision: rename list to trade_history
- Add missing ExchangeInterface methods for trade status/qty/price
- Add get_user_balance stub for paper trading
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Security: Move API keys to environment variables in config.py
- Portability: Use cross-platform path resolution for DB_FILE
- Add config.example.py template for developers
- Fix Windows path in ExchangeInterface.get_public_exchanges()
- Add cached_last_candle attribute to Candles class
- Add pytest configuration (pytest.ini, conftest.py)
- Fix test imports for DataCache_v3
- Include identity compatibility layer (user_name/user_id resolution)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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