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Continuous enhancement: quality context panel - #237

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ryun6249 wants to merge 20 commits into
AI4Finance-Foundation:masterfrom
ryun6249:automation/continuous-enhancement-20260519-0702
Open

Continuous enhancement: quality context panel#237
ryun6249 wants to merge 20 commits into
AI4Finance-Foundation:masterfrom
ryun6249:automation/continuous-enhancement-20260519-0702

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Continuous Enhancement Report

1. Current Status

  • Project purpose: FastAPI-served local financial research workstation with market, macro, Quant Lab, Quantamental, ML Forecast, AI Portfolio, and local LLM briefing surfaces.
  • Existing structure preserved: yes. Static app/web UI, existing API routes, data services, model routing, strategy logic, and dashboard filters were preserved.
  • Main issues found: the top-right quality badge was visible, but the click-through quality panel did not mirror the same user-readable basis/source/range/observation/cache/AI snapshot context.

2. Changes Made

Compatibility

  • Kept existing API contracts, dashboard filters, model routing, data providers, and strategy/trading logic unchanged.

Data Consistency

  • Added a quality-context model that reuses the existing global quality state and selected range.
  • The quality panel now shows source, range, basis date, last update, observations, missing data, cache state, and AI basis time from the same state as the top-right badge.

UI/UX

  • Added qualityContextSummary at the top of the quality dashboard with concise Korean labels.
  • Added responsive styling so the context grid collapses cleanly on 390px mobile without horizontal overflow.

Visualization

  • No chart renderer or calculations changed. Existing chart/range behavior was re-verified through UI contracts and browser smoke.

AI Briefing

  • No prompt/model behavior changed. Quantamental used-data and hallucination guard tests were re-run.

Translation

  • Added Korean user-facing labels and verified UTF-8/static contract checks with no mojibake or placeholder failures.

Performance

  • The new context panel renders from already-held client state and adds no network request or polling loop.

Tests / Validation

  • Updated static UI contract checks and browser smoke bundle version expectations to match the v2 app bundle.

3. Changed Files

File Change Reason
app/web/index.html Added quality context summary shell and bumped static bundle query strings. Make quality detail visible and avoid stale browser assets.
app/web/app.js Centralized global quality detail formatting and rendered the context summary. Keep top badge and quality panel consistent.
app/web/styles.css Added quality context layout, status styling, light theme, and mobile behavior. Improve readability and prevent overflow.
scripts/check_ui_contract.py Added contract markers for quality context UI. Prevent future regressions.
scripts/ai_portfolio_ui_smoke.py Updated app bundle version selector to v2. Keep browser smoke aligned with served assets.
tests/test_ui_routing_contract.py Added quality context and v2 bundle expectations. Cover the new UI contract.
docs/CONTINUOUS_ENHANCEMENT_LOG.md Logged analysis, scope, validation, and checklist. Maintain automation continuity.

4. Validation Results

Check Command / Tool Result Notes
Lint git diff --check -- app/web/index.html app/web/app.js app/web/styles.css scripts/check_ui_contract.py scripts/ai_portfolio_ui_smoke.py tests/test_ui_routing_contract.py docs/CONTINUOUS_ENHANCEMENT_LOG.md Passed No whitespace errors.
Build Not run Excluded Repo root has no package.json or pnpm-lock.yaml; static UI is FastAPI-served.
Test python -m pytest tests/test_ui_routing_contract.py -q Passed 39 passed, 4 subtests passed.
Test python -m pytest tests/test_ui_modules.py -q Passed 2 passed.
Test python -m pytest tests/test_quantamental_api.py -q Passed 20 passed; AI guard contracts preserved.
UI validation Playwright MCP at http://host.docker.internal:8372/ui/?range=1Y#quantamental Passed Quality context visible after clicking badge; v2 bundle loaded.
UI validation Playwright MCP resized to 390x900 Passed No horizontal overflow; one-column context grid.
UI validation python scripts/ai_portfolio_ui_smoke.py --base-url http://127.0.0.1:8372 --timeout-s 120 --output reports/ai_portfolio_ui_smoke_continuous_20260519_0702.json Passed No console errors; first run failed only because smoke expected old v1 bundle.
Data validation python scripts/check_ui_contract.py Passed Quality context markers and UI routes present.
AI briefing validation python -m pytest tests/test_quantamental_api.py -q Passed Used-data and deterministic guardrails preserved.

5. Remaining Risks

  • This branch is stacked on the previous open continuous-enhancement PRs, so the PR diff includes earlier automation commits until those are merged or rebased.
  • The repo still has many unrelated dirty/untracked local files that were intentionally not staged.
  • npm/pnpm checks remain inapplicable unless a frontend package manifest is introduced.

6. Next Enhancement Suggestions

  1. Add a compact in-panel anchor map for All view when non-market tabs become long.
  2. Expose per-tab range support limits next to the global period selector.
  3. Add a small automated Playwright check dedicated to the quality panel state.

7. Safety Notes

  • main/master was not modified directly.
  • Auto-merge was not enabled.
  • Secrets were not touched.
  • Trading/order execution logic was not modified.
  • Unsupported facts were not presented as verified.

Your Name added 20 commits May 15, 2026 01:04
Add browser-based validation gate, decision-grade research pipeline, web UI, tests, and docs.

Archive legacy FinGPT and finogrid sources under legacy/archive while keeping runtime artifacts ignored.
Adds the FinGPT-native Quant Lab router split, artifact-backed workflows, replay/freshness controls, strategy governance, export verification/history, offline package verification, and guarded cross-run cleanup documentation and tests.

Verified before commit: python -m pytest tests -q (367 passed, 3 subtests passed), node --check app\\web\\app.js, python scripts\\check_ui_contract.py, python -m core.preflight, scripts\\verify_production_path.ps1, and quant_lab_ui_smoke.py.
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