feat(web): frontend overhaul — rebrand, UX fixes, data upgrades, glossary by PatrickFanella · Pull Request #630 · PatrickFanella/augr

PatrickFanella · 2026-04-22T16:31:36Z

Summary

Four-step frontend overhaul across the React/Vite/Tailwind v4 SPA.

Step 1 — UI foundation + rebrand

All "Get Rich Quick" strings replaced with Augr (sidebar, header breadcrumb, tests)
Mobile nav horizontal scrollbar hidden via @utility scrollbar-none
html { font-size: 93.75% } for tighter density at 100% zoom (comfortable at 85%)

Step 2 — Interaction consistency + stability

WatchlistTable crash fixed: score ?? 0 null-guard; removed unsafe as unknown as ScoredTicker[] cast in universe-page
Options chain URL autofill: ?ticker=AAPL on navigate seeds the input and fires the query on mount via race-condition-free commitAndLoad()
Kill switch unified: both risk-status-bar and risk-page now use variant='destructive', Power icon, and Stop All / Resume All labels

Step 3 — Data + content rendering

Output truncation removed: analyst-cards, final-signal, decision-inspector — no more line-clamp or .slice() caps
Realtime feed: newest-first sort, viewer/chat panel reordered above event feed, auto-scroll target flipped to top
Markdown rendering: react-markdown v10 installed; all chat messages render as GFM with inline Tailwind prose styles
Stock detail page: Price chart, News, and Social sentiment stub sections added (dashed placeholder, ready to wire when backend exposes endpoints)

Step 4 — Knowledge layer + tests

Glossary page (/glossary): 28 trading terms, alphabetically grouped, live search filter, per-term anchor links, category badges — linked from nav and router
Fixed react-markdown v10 breaking change (className prop removed from <Markdown>, moved to wrapper <div>)
New: options-page.test.tsx (URL param autofill, API call on mount)
New: watchlist null-score test (undefined score renders 0.00)
New: glossary-page.test.tsx (6 tests: render, filter by name, filter by definition, empty state, alpha grouping)
Updated: risk-page.test.tsx (Activate→Stop All, Deactivate→Resume All)
Updated: chat-panel.test.tsx (p.whitespace-pre-wrap → data-testid selector)

Test results

35 targeted tests pass. 27 pre-existing failures in auth.test.ts (localStorage infrastructure issue, present before this branch).

…sary Step 1 – UI foundation + rebrand - Replace all "Get Rich Quick" strings with "Augr" in sidebar/header - Add @Utility scrollbar-none for mobile nav horizontal overflow - Set html { font-size: 93.75% } for tighter density at 100% zoom Step 2 – Interaction consistency + stability - Fix WatchlistTable crash: guard score ?? 0, remove unsafe cast in universe-page - Options chain: seed ticker from ?ticker= URL param on mount via commitAndLoad() - Kill switch: unify to destructive variant + Power icon + Stop All/Resume All labels - Remove stale as unknown as ScoredTicker[] cast from universe-page Step 3 – Data + content rendering - Remove all output truncation: analyst-cards, final-signal, decision-inspector - Realtime feed: newest-first sort, panel order swap (viewer above feed), scroll-to-top - Install react-markdown v10; render chat messages as GFM markdown - stock-detail-page: add Price chart, News, Social sentiment stub sections (dashed placeholder state, ready to wire when backend endpoints exist) Step 4 – Knowledge layer + tests - Add Glossary page (/glossary): 28 terms, alpha groups, live filter, anchor links - Add Glossary to nav (BookOpen icon) and App router - Fix react-markdown v10 breaking change: move className from <Markdown> to wrapper <div> - Add options-page.test.tsx (URL param autofill, API call on mount) - Add watchlist null-score test (undefined score renders 0.00) - Add glossary-page.test.tsx (render, filter, empty state, alpha order) - Fix risk-page tests: Activate→Stop All, Deactivate→Resume All - Fix chat-panel test: p.whitespace-pre-wrap → data-testid selector

Copilot

Pull request overview

Frontend-focused overhaul of the React/Vite/Tailwind SPA (rebrand + UX/interaction fixes + richer rendering/content pages), plus a backend Polygon client adjustment to respect free-tier pagination rate limits.

Changes:

Adds new UI surfaces and content (Glossary page/route/nav entry; dashboard “Recent runs”; stock detail stub sections).
Improves interaction/data rendering (options page URL param seeding + auto-load; watchlist null-guard; realtime feed ordering/scroll behavior; removes output truncation in pipeline components; activity feed now merges historical API events with live WebSocket events).
Introduces Polygon pagination pacing (12s delay) and a new test to validate rate-limit behavior.

Reviewed changes

Copilot reviewed 35 out of 36 changed files in this pull request and generated 4 comments.

Show a summary per file

File	Description
web/src/pages/universe-page.tsx	Removes unsafe cast when passing watchlist tickers to table.
web/src/pages/strategies-page.tsx	Simplifies strategies query (removes filter state and filtered query key).
web/src/pages/stock-detail-page.tsx	Adds placeholder cards for chart/news/social sections.
web/src/pages/risk-page.tsx	Updates kill switch copy + destructive styling + Power icon.
web/src/pages/risk-page.test.tsx	Aligns assertions with updated kill switch labels.
web/src/pages/realtime-page.tsx	Newest-first feed sort + auto-scroll logic adjusted to top; panel order tweaks + icon swap.
web/src/pages/pipeline-run-page.tsx	Tightens runtime type-guards for phase timings/config snapshot rendering.
web/src/pages/order-detail-page.tsx	Centralizes extraction of optional option-related fields from `Order`.
web/src/pages/options-page.tsx	Adds `?ticker=` seeding and commit+load helper to avoid refetch race.
web/src/pages/options-page.test.tsx	Adds tests for URL param seeding and auto-fetch on mount.
web/src/pages/glossary-page.tsx	New glossary page with grouped terms + search + anchors.
web/src/pages/glossary-page.test.tsx	Adds coverage for glossary render/filter/empty/grouping behavior.
web/src/pages/dashboard-page.tsx	Inserts “RecentRuns” widget into dashboard layout.
web/src/pages/dashboard-page.test.tsx	Extends dashboard test to cover recent runs + events fetching.
web/src/index.css	Adds `scrollbar-none` utility and sets root font-size to 93.75%.
web/src/components/universe/watchlist-table.tsx	Adds null-guard for score rendering and badge variant selection.
web/src/components/universe/watchlist-table.test.tsx	Adds watchlist table tests (including undefined score case).
web/src/components/pipeline/final-signal.tsx	Removes truncation; preserves whitespace and shows full output text.
web/src/components/pipeline/decision-inspector.tsx	Removes max-height cap; adjusts structured-output null check.
web/src/components/pipeline/decision-inspector.test.tsx	Adds basic structured-output render test.
web/src/components/pipeline/analyst-cards.tsx	Removes truncation; preserves whitespace and shows full output text.
web/src/components/layout/app-shell.tsx	Adds Glossary nav item; updates brand strings; applies scrollbar-none to mobile nav.
web/src/components/layout/app-shell.test.tsx	Updates branding assertion to “Augr”.
web/src/components/dashboard/recent-runs.tsx	New component fetching and rendering recent pipeline runs.
web/src/components/dashboard/recent-runs.test.tsx	Adds tests for populated + empty states.
web/src/components/dashboard/activity-feed.tsx	Merges historical API events with live WebSocket events; richer item rendering.
web/src/components/dashboard/activity-feed.test.tsx	Updates tests to include QueryClient wrapper + historical events.
web/src/components/chat/chat-panel.tsx	Switches message rendering to `react-markdown`.
web/src/components/chat/chat-panel.test.tsx	Updates selectors/assertions for markdown-rendered content wrapper.
web/src/components/backtests/backtest-equity-chart.tsx	Hardens tooltip formatters against non-number values.
web/src/components/backtests/backtest-equity-chart.test.tsx	Adds basic render + empty-state tests (mocked recharts).
web/src/App.tsx	Registers `/glossary` route.
web/package.json	Adds `react-markdown` dependency.
web/package-lock.json	Locks markdown-related transitive deps.
internal/data/polygon/universe.go	Increases pagination delay to 12s to respect Polygon free-tier limits.
internal/data/polygon/universe_test.go	Adds test validating rate-limit spacing behavior.

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Copilot · 2026-04-22T16:38:10Z

+func TestListActiveTickersRespectsFreeTierRateLimit(t *testing.T) {
+	var firstRequestAt time.Time
+	var serverURL string
+
+	server := httptest.NewServer(http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) {
+		w.Header().Set("Content-Type", "application/json")
+
+		switch r.URL.Query().Get("cursor") {
+		case "":
+			firstRequestAt = time.Now()
+			_, _ = fmt.Fprintf(w, `{"results":[{"ticker":"AAA","name":"Alpha","primary_exchange":"XNAS","type":"CS","active":true}],"next_url":"%s/v3/reference/tickers?cursor=page-2"}`,
+				serverURL,
+			)
+		case "page-2":
+			if time.Since(firstRequestAt) < 11*time.Second {
+				w.WriteHeader(http.StatusTooManyRequests)
+				_, _ = w.Write([]byte(`{"status":"ERROR","request_id":"req-rate","error":"rate limit exceeded"}`))
+				return
+			}
+			_, _ = w.Write([]byte(`{"results":[{"ticker":"BBB","name":"Beta","primary_exchange":"XNYS","type":"CS","active":true}]}`))


This test enforces the 12s pagination delay by using real wall-clock time (requires >11s between requests), which will make the test suite take at least ~12s to run and can significantly slow CI. Consider making the pagination delay configurable/injectable (e.g., client field or option) and in this test set it to a small value (and adjust the server threshold accordingly), or mock/simulate the sleep so the behavior can be verified without waiting in real time.

Copilot · 2026-04-22T16:38:10Z

+		// Rate limit pause: Polygon free tier allows 5 req/min, so paginated
+		// reference-ticker requests need roughly 12s spacing to avoid 429s.
 		select {
 		case <-ctx.Done():
 			return tickers, ctx.Err()
-		case <-time.After(250 * time.Millisecond):
+		case <-time.After(12 * time.Second):
 		}


The 12s hard-coded pause on every paginated request makes ListActiveTickers potentially very slow for large universes and is not easily testable/configurable (e.g., for paid tiers or different limits). Consider using a configurable rate limiter/delay on the Client (or an injected limiter/clock) so production can still respect free-tier limits while keeping tests fast and allowing other tiers to override the pacing.

Copilot · 2026-04-22T16:38:11Z

+  // Seed from URL param: /options?ticker=AAPL
+  useEffect(() => {
+    const tickerParam = searchParams.get('ticker')
+    if (tickerParam) commitAndLoad(tickerParam, '', '')
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [])


The mount effect intentionally ignores dependencies (eslint disable) and captures the initial searchParams only. If the user navigates within the SPA to a different /options?ticker=... while staying on the same route component, the input/query won’t update. Prefer including searchParams (or the derived tickerParam) and commitAndLoad in the dependency list, and guard against re-committing when the ticker hasn’t changed.

Copilot · 2026-04-22T16:38:11Z

+                <div className="text-sm [&_p]:mb-2 [&_p:last-child]:mb-0 [&_ul]:mb-2 [&_ul]:ml-4 [&_ul]:list-disc [&_ol]:mb-2 [&_ol]:ml-4 [&_ol]:list-decimal [&_li]:mb-0.5 [&_h1]:mb-2 [&_h1]:text-base [&_h1]:font-semibold [&_h2]:mb-1.5 [&_h2]:text-sm [&_h2]:font-semibold [&_h3]:mb-1 [&_h3]:text-sm [&_h3]:font-medium [&_code]:rounded [&_code]:bg-muted [&_code]:px-1 [&_code]:py-0.5 [&_code]:font-mono [&_code]:text-[11px] [&_pre]:overflow-auto [&_pre]:rounded-md [&_pre]:border [&_pre]:border-border [&_pre]:bg-background [&_pre]:p-3 [&_pre_code]:bg-transparent [&_pre_code]:p-0 [&_blockquote]:border-l-2 [&_blockquote]:border-primary/40 [&_blockquote]:pl-3 [&_blockquote]:text-muted-foreground [&_strong]:font-semibold [&_a]:text-primary [&_a:hover]:underline" data-testid="chat-message-content">
+                  <Markdown>{msg.content}</Markdown>
+                </div>


PR description says chat messages render as GFM, but this Markdown renderer is instantiated without any GFM plugin (e.g., remark-gfm), so tables/task lists/strikethrough won’t be supported. Either update the implementation to enable GFM or adjust the PR description to reflect the actual supported Markdown subset.

PatrickFanella · 2026-04-22T17:03:58Z

@copilot apply changes based on the comments in this thread

PatrickFanella · 2026-04-22T17:25:00Z

@copilot apply changes based on the comments in this thread

PatrickFanella added 2 commits April 22, 2026 00:13

fix: restore dashboard data and clean frontend build failures

c06b7d8

Copilot AI review requested due to automatic review settings April 22, 2026 16:31

github-actions Bot added the size:xl Extra large effort label Apr 22, 2026

Copilot started reviewing on behalf of PatrickFanella April 22, 2026 16:32 View session

Copilot AI reviewed Apr 22, 2026

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PatrickFanella merged commit ded258d into main Apr 22, 2026
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PatrickFanella deleted the feat/frontend-overhaul branch April 22, 2026 17:26

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feat(web): frontend overhaul — rebrand, UX fixes, data upgrades, glossary#630

feat(web): frontend overhaul — rebrand, UX fixes, data upgrades, glossary#630
PatrickFanella merged 2 commits into
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PatrickFanella commented Apr 22, 2026

Summary

Step 1 — UI foundation + rebrand

Step 2 — Interaction consistency + stability

Step 3 — Data + content rendering

Step 4 — Knowledge layer + tests

Test results

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