sqa 0.0.24 → 0.0.31

data/examples/rails_app/app/views/dashboard/index.html.erb

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+<div class="hero">
+  <div class="hero-content">
+    <h1>
+      <i class="fas fa-chart-line"></i>
+      Stock Analysis Platform
+    </h1>
+    <p class="hero-subtitle">
+      Advanced technical analysis powered by SQA library - Rails Edition
+    </p>
+
+    <div class="ticker-search">
+      <%= form_with url: "#", method: :get, local: true, html: { onsubmit: "return searchTicker(event)", class: "search-form" } do |f| %>
+        <input
+          type="text"
+          id="mainTickerInput"
+          placeholder="Enter stock ticker (e.g., AAPL, MSFT, GOOGL)"
+          autocomplete="off"
+        >
+        <button type="submit" class="btn btn-primary btn-large">
+          <i class="fas fa-search"></i> Analyze
+        </button>
+      <% end %>
+    </div>
+
+    <div class="quick-links">
+      <h3>Quick Analysis</h3>
+      <div class="ticker-buttons">
+        <%= link_to "AAPL", stock_dashboard_path("AAPL"), class: "ticker-btn" %>
+        <%= link_to "MSFT", stock_dashboard_path("MSFT"), class: "ticker-btn" %>
+        <%= link_to "GOOGL", stock_dashboard_path("GOOGL"), class: "ticker-btn" %>
+        <%= link_to "AMZN", stock_dashboard_path("AMZN"), class: "ticker-btn" %>
+        <%= link_to "TSLA", stock_dashboard_path("TSLA"), class: "ticker-btn" %>
+        <%= link_to "NVDA", stock_dashboard_path("NVDA"), class: "ticker-btn" %>
+      </div>
+    </div>
+  </div>
+</div>
+
+<div class="features">
+  <div class="container">
+    <h2>Features</h2>
+    <div class="feature-grid">
+      <div class="feature-card">
+        <div class="feature-icon">
+          <i class="fas fa-chart-candlestick"></i>
+        </div>
+        <h3>Interactive Charts</h3>
+        <p>Candlestick charts with technical indicators including RSI, MACD, Bollinger Bands, and moving averages.</p>
+      </div>
+
+      <div class="feature-card">
+        <div class="feature-icon">
+          <i class="fas fa-robot"></i>
+        </div>
+        <h3>Strategy Backtesting</h3>
+        <p>Test trading strategies on historical data with detailed performance metrics and comparison tools.</p>
+      </div>
+
+      <div class="feature-card">
+        <div class="feature-icon">
+          <i class="fas fa-brain"></i>
+        </div>
+        <h3>Market Analysis</h3>
+        <p>Detect market regimes, seasonal patterns, and future price projections with FPOP analysis.</p>
+      </div>
+
+      <div class="feature-card">
+        <div class="feature-icon">
+          <i class="fas fa-shield-alt"></i>
+        </div>
+        <h3>Risk Management</h3>
+        <p>Value at Risk (VaR), Sharpe ratio, maximum drawdown, and other risk metrics for informed decisions.</p>
+      </div>
+
+      <div class="feature-card">
+        <div class="feature-icon">
+          <i class="fas fa-layer-group"></i>
+        </div>
+        <h3>Portfolio Optimization</h3>
+        <p>Optimize allocation across multiple stocks using maximum Sharpe, minimum variance, or risk parity.</p>
+      </div>
+
+      <div class="feature-card">
+        <div class="feature-icon">
+          <i class="fas fa-search-dollar"></i>
+        </div>
+        <h3>Pattern Discovery</h3>
+        <p>Discover profitable trading patterns by reverse-engineering historical data and indicator combinations.</p>
+      </div>
+    </div>
+  </div>
+</div>
+
+<div class="info-section">
+  <div class="container">
+    <div class="info-content">
+      <h2>About SQA Rails Application</h2>
+      <p>
+        This Rails application provides a modern web interface for the SQA library. Built with Rails 7.1,
+        it offers the same powerful features as the Sinatra app with the added benefits of Rails conventions
+        and the MVC architecture.
+      </p>
+      <ul class="info-list">
+        <li><i class="fas fa-check-circle"></i> 150+ technical indicators via TA-Lib</li>
+        <li><i class="fas fa-check-circle"></i> 12+ built-in trading strategies</li>
+        <li><i class="fas fa-check-circle"></i> High-performance Polars DataFrame backend</li>
+        <li><i class="fas fa-check-circle"></i> Real-time streaming support</li>
+        <li><i class="fas fa-check-circle"></i> Genetic programming for parameter optimization</li>
+        <li><i class="fas fa-check-circle"></i> Knowledge-based trading with RETE engine</li>
+      </ul>
+    </div>
+  </div>
+</div>
+
+<script>
+// Focus on ticker input when page loads
+document.getElementById('mainTickerInput').focus();
+</script>

data/examples/rails_app/app/views/dashboard/show.html.erb

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+<div class="dashboard">
+  <div class="dashboard-header">
+    <div class="ticker-info">
+      <h1><%= @ticker %></h1>
+      <div id="priceInfo" class="price-info">
+        <span class="current-price">Loading...</span>
+        <span class="price-change">--</span>
+      </div>
+    </div>
+    <div class="header-actions">
+      <%= link_to stock_analysis_path(@ticker), class: "btn btn-secondary" do %>
+        <i class="fas fa-analytics"></i> Analysis
+      <% end %>
+      <%= link_to stock_backtest_path(@ticker), class: "btn btn-secondary" do %>
+        <i class="fas fa-history"></i> Backtest
+      <% end %>
+      <button onclick="refreshData()" class="btn btn-secondary">
+        <i class="fas fa-sync-alt"></i> Refresh
+      </button>
+    </div>
+  </div>
+
+  <!-- Key Metrics Cards -->
+  <div class="metrics-grid">
+    <div class="metric-card">
+      <div class="metric-label">52-Week High</div>
+      <div id="high52w" class="metric-value">--</div>
+    </div>
+    <div class="metric-card">
+      <div class="metric-label">52-Week Low</div>
+      <div id="low52w" class="metric-value">--</div>
+    </div>
+    <div class="metric-card">
+      <div class="metric-label">Current RSI</div>
+      <div id="currentRSI" class="metric-value">--</div>
+      <div id="rsiSignal" class="metric-signal"></div>
+    </div>
+    <div class="metric-card">
+      <div class="metric-label">Market Regime</div>
+      <div id="marketRegime" class="metric-value">--</div>
+      <div id="regimeDetail" class="metric-signal"></div>
+    </div>
+  </div>
+
+  <!-- Main Price Chart -->
+  <div class="chart-container">
+    <div class="chart-header">
+      <h2><i class="fas fa-chart-candlestick"></i> Price Chart</h2>
+      <div class="chart-controls">
+        <button onclick="updateChartType('candlestick')" class="btn-small active" data-chart="candlestick">
+          Candlestick
+        </button>
+        <button onclick="updateChartType('line')" class="btn-small" data-chart="line">
+          Line
+        </button>
+      </div>
+    </div>
+    <div id="priceChart" class="chart"></div>
+  </div>
+
+  <!-- Volume Chart -->
+  <div class="chart-container">
+    <div class="chart-header">
+      <h2><i class="fas fa-chart-bar"></i> Volume</h2>
+    </div>
+    <div id="volumeChart" class="chart"></div>
+  </div>
+
+  <!-- Technical Indicators Grid -->
+  <div class="indicators-grid">
+    <!-- RSI Chart -->
+    <div class="chart-container">
+      <div class="chart-header">
+        <h3><i class="fas fa-wave-square"></i> RSI (14)</h3>
+      </div>
+      <div id="rsiChart" class="chart chart-small"></div>
+    </div>
+
+    <!-- MACD Chart -->
+    <div class="chart-container">
+      <div class="chart-header">
+        <h3><i class="fas fa-signal"></i> MACD</h3>
+      </div>
+      <div id="macdChart" class="chart chart-small"></div>
+    </div>
+  </div>
+
+  <!-- Strategy Comparison -->
+  <div class="chart-container">
+    <div class="chart-header">
+      <h2><i class="fas fa-trophy"></i> Strategy Comparison</h2>
+      <button onclick="runStrategyComparison()" class="btn btn-primary">
+        <i class="fas fa-play"></i> Compare Strategies
+      </button>
+    </div>
+    <div id="strategyResults" class="strategy-results">
+      <p class="hint">Click "Compare Strategies" to see backtest results for different trading strategies.</p>
+    </div>
+  </div>
+</div>
+
+<%= javascript_tag do %>
+const ticker = '<%= @ticker %>';
+let stockData = null;
+let indicatorData = null;
+let currentChartType = 'candlestick';
+
+document.addEventListener('DOMContentLoaded', async function() {
+  await loadStockData();
+  await loadIndicators();
+  await loadAnalysis();
+});
+
+async function loadStockData() {
+  try {
+    const response = await fetch(`/api/v1/stock/${ticker}`);
+    stockData = await response.json();
+
+    document.querySelector('.current-price').textContent = `$${stockData.current_price.toFixed(2)}`;
+    const changeClass = stockData.change >= 0 ? 'positive' : 'negative';
+    const changeSign = stockData.change >= 0 ? '+' : '';
+    document.querySelector('.price-change').className = `price-change ${changeClass}`;
+    document.querySelector('.price-change').textContent =
+      `${changeSign}${stockData.change.toFixed(2)} (${changeSign}${stockData.change_percent.toFixed(2)}%)`;
+
+    document.getElementById('high52w').textContent = `$${stockData.high_52w.toFixed(2)}`;
+    document.getElementById('low52w').textContent = `$${stockData.low_52w.toFixed(2)}`;
+
+    renderPriceChart();
+    renderVolumeChart();
+  } catch (error) {
+    console.error('Error loading stock data:', error);
+    alert('Failed to load stock data. Please try again.');
+  }
+}
+
+async function loadIndicators() {
+  try {
+    const response = await fetch(`/api/v1/indicators/${ticker}`);
+    indicatorData = await response.json();
+
+    const currentRSI = indicatorData.rsi[indicatorData.rsi.length - 1];
+    document.getElementById('currentRSI').textContent = currentRSI.toFixed(2);
+
+    let rsiSignal = '', rsiClass = '';
+    if (currentRSI < 30) {
+      rsiSignal = 'Oversold';
+      rsiClass = 'signal-buy';
+    } else if (currentRSI > 70) {
+      rsiSignal = 'Overbought';
+      rsiClass = 'signal-sell';
+    } else {
+      rsiSignal = 'Neutral';
+      rsiClass = 'signal-neutral';
+    }
+    const rsiSignalEl = document.getElementById('rsiSignal');
+    rsiSignalEl.textContent = rsiSignal;
+    rsiSignalEl.className = `metric-signal ${rsiClass}`;
+
+    renderRSIChart();
+    renderMACDChart();
+  } catch (error) {
+    console.error('Error loading indicators:', error);
+  }
+}
+
+async function loadAnalysis() {
+  try {
+    const response = await fetch(`/api/v1/analyze/${ticker}`);
+    const analysis = await response.json();
+
+    const regime = analysis.regime.type.toUpperCase();
+    const regimeEl = document.getElementById('marketRegime');
+    regimeEl.textContent = regime;
+
+    let regimeClass = '';
+    if (regime === 'BULL') regimeClass = 'signal-buy';
+    else if (regime === 'BEAR') regimeClass = 'signal-sell';
+    else regimeClass = 'signal-neutral';
+    regimeEl.className = `metric-value ${regimeClass}`;
+
+    const regimeDetail = document.getElementById('regimeDetail');
+    regimeDetail.textContent = `${analysis.regime.volatility} volatility, ${analysis.regime.strength.toFixed(2)} strength`;
+    regimeDetail.className = 'metric-signal';
+  } catch (error) {
+    console.error('Error loading analysis:', error);
+  }
+}
+
+function renderPriceChart() {
+  const trace = currentChartType === 'candlestick' ? {
+    type: 'candlestick',
+    x: stockData.dates,
+    open: stockData.open,
+    high: stockData.high,
+    low: stockData.low,
+    close: stockData.close,
+    name: ticker,
+    increasing: { line: { color: '#26a69a' } },
+    decreasing: { line: { color: '#ef5350' } }
+  } : {
+    type: 'scatter',
+    mode: 'lines',
+    x: stockData.dates,
+    y: stockData.close,
+    name: ticker,
+    line: { color: '#2196F3', width: 2 }
+  };
+
+  const traces = [trace];
+  if (indicatorData) {
+    traces.push({
+      type: 'scatter',
+      mode: 'lines',
+      x: indicatorData.dates,
+      y: indicatorData.sma_20,
+      name: 'SMA 20',
+      line: { color: '#FF9800', width: 1, dash: 'dash' }
+    });
+    traces.push({
+      type: 'scatter',
+      mode: 'lines',
+      x: indicatorData.dates,
+      y: indicatorData.sma_50,
+      name: 'SMA 50',
+      line: { color: '#9C27B0', width: 1, dash: 'dash' }
+    });
+  }
+
+  const layout = {
+    title: '',
+    xaxis: { title: 'Date', rangeslider: { visible: false } },
+    yaxis: { title: 'Price ($)' },
+    plot_bgcolor: '#ffffff',
+    paper_bgcolor: '#ffffff',
+    margin: { l: 50, r: 50, t: 20, b: 50 },
+    height: 400,
+    showlegend: true,
+    legend: { x: 0, y: 1 }
+  };
+
+  Plotly.newPlot('priceChart', traces, layout, { responsive: true });
+}
+
+function renderVolumeChart() {
+  const colors = stockData.close.map((close, i) => {
+    if (i === 0) return '#2196F3';
+    return close >= stockData.close[i - 1] ? '#26a69a' : '#ef5350';
+  });
+
+  const trace = {
+    type: 'bar',
+    x: stockData.dates,
+    y: stockData.volume,
+    name: 'Volume',
+    marker: { color: colors }
+  };
+
+  const layout = {
+    title: '',
+    xaxis: { title: 'Date' },
+    yaxis: { title: 'Volume' },
+    plot_bgcolor: '#ffffff',
+    paper_bgcolor: '#ffffff',
+    margin: { l: 50, r: 50, t: 20, b: 50 },
+    height: 200,
+    showlegend: false
+  };
+
+  Plotly.newPlot('volumeChart', [trace], layout, { responsive: true });
+}
+
+function renderRSIChart() {
+  const trace = {
+    type: 'scatter',
+    mode: 'lines',
+    x: indicatorData.dates,
+    y: indicatorData.rsi,
+    name: 'RSI',
+    line: { color: '#2196F3', width: 2 }
+  };
+
+  const oversold = {
+    type: 'scatter',
+    mode: 'lines',
+    x: indicatorData.dates,
+    y: Array(indicatorData.dates.length).fill(30),
+    name: 'Oversold',
+    line: { color: '#4CAF50', width: 1, dash: 'dash' }
+  };
+
+  const overbought = {
+    type: 'scatter',
+    mode: 'lines',
+    x: indicatorData.dates,
+    y: Array(indicatorData.dates.length).fill(70),
+    name: 'Overbought',
+    line: { color: '#F44336', width: 1, dash: 'dash' }
+  };
+
+  const layout = {
+    title: '',
+    xaxis: { title: 'Date' },
+    yaxis: { title: 'RSI', range: [0, 100] },
+    plot_bgcolor: '#ffffff',
+    paper_bgcolor: '#ffffff',
+    margin: { l: 50, r: 50, t: 20, b: 50 },
+    height: 250,
+    showlegend: true,
+    legend: { x: 0, y: 1 }
+  };
+
+  Plotly.newPlot('rsiChart', [trace, oversold, overbought], layout, { responsive: true });
+}
+
+function renderMACDChart() {
+  const macd = {
+    type: 'scatter',
+    mode: 'lines',
+    x: indicatorData.dates,
+    y: indicatorData.macd,
+    name: 'MACD',
+    line: { color: '#2196F3', width: 2 }
+  };
+
+  const signal = {
+    type: 'scatter',
+    mode: 'lines',
+    x: indicatorData.dates,
+    y: indicatorData.macd_signal,
+    name: 'Signal',
+    line: { color: '#FF9800', width: 2 }
+  };
+
+  const hist = {
+    type: 'bar',
+    x: indicatorData.dates,
+    y: indicatorData.macd_hist,
+    name: 'Histogram',
+    marker: {
+      color: indicatorData.macd_hist.map(v => v >= 0 ? '#26a69a' : '#ef5350')
+    }
+  };
+
+  const layout = {
+    title: '',
+    xaxis: { title: 'Date' },
+    yaxis: { title: 'MACD' },
+    plot_bgcolor: '#ffffff',
+    paper_bgcolor: '#ffffff',
+    margin: { l: 50, r: 50, t: 20, b: 50 },
+    height: 250,
+    showlegend: true,
+    legend: { x: 0, y: 1 }
+  };
+
+  Plotly.newPlot('macdChart', [hist, macd, signal], layout, { responsive: true });
+}
+
+function updateChartType(type) {
+  currentChartType = type;
+  document.querySelectorAll('[data-chart]').forEach(btn => btn.classList.remove('active'));
+  document.querySelector(`[data-chart="${type}"]`).classList.add('active');
+  renderPriceChart();
+}
+
+async function runStrategyComparison() {
+  const resultsDiv = document.getElementById('strategyResults');
+  resultsDiv.innerHTML = '<p class="loading"><i class="fas fa-spinner fa-spin"></i> Running backtests...</p>';
+
+  try {
+    const response = await fetch(`/api/v1/compare/${ticker}`, {
+      method: 'POST',
+      headers: {
+        'X-CSRF-Token': document.querySelector('[name="csrf-token"]').content
+      }
+    });
+    const results = await response.json();
+
+    let html = '<table class="results-table"><thead><tr>';
+    html += '<th>Strategy</th><th>Return</th><th>Sharpe</th><th>Drawdown</th><th>Win Rate</th><th>Trades</th>';
+    html += '</tr></thead><tbody>';
+
+    results.forEach((result, i) => {
+      const returnClass = result.return >= 0 ? 'positive' : 'negative';
+      const rank = i === 0 ? '<i class="fas fa-trophy" style="color: #FFD700;"></i> ' : '';
+      html += `<tr>
+        <td>${rank}${result.strategy}</td>
+        <td class="${returnClass}">${result.return.toFixed(2)}%</td>
+        <td>${result.sharpe.toFixed(2)}</td>
+        <td>${result.drawdown.toFixed(2)}%</td>
+        <td>${result.win_rate.toFixed(2)}%</td>
+        <td>${result.trades}</td>
+      </tr>`;
+    });
+
+    html += '</tbody></table>';
+    resultsDiv.innerHTML = html;
+  } catch (error) {
+    console.error('Error comparing strategies:', error);
+    resultsDiv.innerHTML = '<p class="error">Failed to compare strategies. Please try again.</p>';
+  }
+}
+
+function refreshData() {
+  location.reload();
+}
+<% end %>

data/examples/rails_app/app/views/errors/show.html.erb

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+<div class="error-page">
+  <div class="error-container">
+    <div class="error-icon">
+      <i class="fas fa-exclamation-triangle"></i>
+    </div>
+    <h1>Oops! Something went wrong</h1>
+    <p class="error-message"><%= @error %></p>
+    <div class="error-actions">
+      <%= link_to root_path, class: "btn btn-primary" do %>
+        <i class="fas fa-home"></i> Back to Home
+      <% end %>
+      <button onclick="history.back()" class="btn btn-secondary">
+        <i class="fas fa-arrow-left"></i> Go Back
+      </button>
+    </div>
+  </div>
+</div>

data/examples/rails_app/app/views/layouts/application.html.erb

@@ -0,0 +1,60 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+  <meta charset="UTF-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <title>SQA - Stock Analysis Platform</title>
+  <%= csrf_meta_tags %>
+  <%= csp_meta_tag %>
+
+  <!-- Plotly.js for charts -->
+  <script src="https://cdn.plot.ly/plotly-2.27.0.min.js"></script>
+
+  <!-- Font Awesome for icons -->
+  <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.4.0/css/all.min.css">
+
+  <%= stylesheet_link_tag "application", media: "all" %>
+  <%= javascript_importmap_tags %>
+</head>
+<body>
+  <!-- Navigation -->
+  <nav class="navbar">
+    <div class="nav-container">
+      <div class="nav-brand">
+        <i class="fas fa-chart-line"></i>
+        <span>SQA Analytics (Rails)</span>
+      </div>
+      <ul class="nav-menu">
+        <li><%= link_to root_path, class: "nav-link" do %><i class="fas fa-home"></i> Home<% end %></li>
+        <li><a href="#" class="nav-link" onclick="showTickerModal()"><i class="fas fa-search"></i> Analyze Stock</a></li>
+        <li><%= link_to portfolio_path, class: "nav-link" do %><i class="fas fa-briefcase"></i> Portfolio<% end %></li>
+      </ul>
+    </div>
+  </nav>
+
+  <!-- Main Content -->
+  <main class="main-content">
+    <%= yield %>
+  </main>
+
+  <!-- Footer -->
+  <footer class="footer">
+    <div class="footer-content">
+      <p>&copy; 2025 SQA - Simple Qualitative Analysis. Educational purposes only.</p>
+      <p class="disclaimer">⚠️ Not financial advice. For educational use only.</p>
+    </div>
+  </footer>
+
+  <!-- Ticker Search Modal -->
+  <div id="tickerModal" class="modal">
+    <div class="modal-content">
+      <span class="close" onclick="closeTickerModal()">&times;</span>
+      <h2>Enter Stock Ticker</h2>
+      <%= form_with url: "#", method: :get, local: true, html: { onsubmit: "return searchTicker(event)" } do |f| %>
+        <input type="text" id="tickerInput" placeholder="e.g., AAPL" autocomplete="off" autofocus>
+        <button type="submit" class="btn btn-primary">Analyze</button>
+      <% end %>
+    </div>
+  </div>
+</body>
+</html>

data/examples/rails_app/app/views/portfolio/index.html.erb

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+<div class="dashboard">
+  <div class="dashboard-header">
+    <div class="ticker-info">
+      <h1><i class="fas fa-briefcase"></i> Portfolio Optimization</h1>
+      <p style="color: var(--text-secondary); margin-top: 0.5rem;">
+        Optimize allocation across multiple stocks for maximum risk-adjusted returns
+      </p>
+    </div>
+  </div>
+
+  <div class="chart-container">
+    <div class="chart-header">
+      <h2><i class="fas fa-layer-group"></i> Coming Soon</h2>
+    </div>
+    <div style="padding: 3rem 2rem; text-align: center;">
+      <div style="font-size: 5rem; color: var(--primary-color); margin-bottom: 2rem;">
+        <i class="fas fa-tools"></i>
+      </div>
+      <h3 style="font-size: 2rem; margin-bottom: 1rem;">
+        Portfolio Optimization Feature
+      </h3>
+      <p style="font-size: 1.1rem; color: var(--text-secondary); max-width: 600px; margin: 0 auto 2rem;">
+        This feature will allow you to optimize portfolio allocation across multiple stocks
+        using various methods including Maximum Sharpe ratio, Minimum Variance, and Risk Parity.
+      </p>
+      <div style="margin-top: 2rem;">
+        <%= link_to root_path, class: "btn btn-primary" do %>
+          <i class="fas fa-home"></i> Back to Home
+        <% end %>
+      </div>
+    </div>
+  </div>
+</div>

data/examples/rails_app/bin/rails

@@ -0,0 +1,6 @@
+#!/usr/bin/env ruby
+# frozen_string_literal: true
+
+APP_PATH = File.expand_path('../config/application', __dir__)
+require_relative '../config/boot'
+require 'rails/commands'