sqa_demo-sinatra 0.1.0 → 0.2.2

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data/CHANGELOG.md

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+# Changelog
+
+All notable changes to this project will be documented in this file.
+
+The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/),
+and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
+
+## [Unreleased]
+
+## [0.2.2] - 2025-11-22
+
+### Added
+- **To Do section** in README.md with prioritized roadmap items
+
+### Changed
+- Documentation updates and cleanup
+
+## [0.2.1] - 2025-11-22
+
+### Changed
+- **Major refactoring** of `app.rb` from 902 lines to 50 lines for improved maintainability
+- Extracted helpers into separate modules under `helpers/` directory:
+  - `formatting.rb` - Value formatting helpers (currency, percent, numbers)
+  - `filters.rb` - Time period filtering for data arrays
+  - `stock_loader.rb` - Centralized stock data loading and calculations
+  - `api_helpers.rb` - API-specific helpers (indicators, patterns, FPOP analysis)
+- Extracted routes into separate modules under `routes/` directory:
+  - `pages.rb` - Page routes (/, /dashboard, /analyze, /backtest, /company, /compare)
+  - `api.rb` - API routes (/api/stock, /api/indicators, /api/backtest, /api/analyze, /api/compare)
+- Centralized stock data fetching to eliminate code duplication across routes
+- Added reusable helper methods for common calculations:
+  - `load_stock` and `load_stock_with_overview` for stock loading
+  - `extract_ohlcv` for OHLCV data extraction
+  - `calculate_price_metrics`, `calculate_indicators`, `calculate_risk_metrics`
+  - `fetch_comparison_data` for parallel comparison fetching
+
+## [0.2.0] - 2025-11-22
+
+### Added
+- **Multi-stock comparison page** (`/compare`) for side-by-side analysis of up to 5 stocks
+  - Enter multiple tickers separated by spaces in search input
+  - Automatic routing to comparison page when multiple tickers entered
+  - Compare dropdown menu in navigation with popular comparison presets
+- **Comprehensive comparison table** with 7 metric sections:
+  - Price & Performance (current price, daily change, YTD return, 52-week high/low, volume)
+  - Momentum Indicators (RSI, MACD, Stochastic, Momentum, ROC, CCI, Williams %R)
+  - Trend Indicators (ADX, SMA 50/200, EMA 20)
+  - Volatility (ATR, Bollinger Bands, Beta)
+  - Valuation (P/E, Forward P/E, PEG, Price/Book, Market Cap)
+  - Profitability (EPS, Profit Margin, Operating Margin, ROE, ROA, Dividend Yield)
+  - Risk Metrics (Sharpe Ratio, Max Drawdown, Analyst Target)
+- **Best Count summary row** at top of comparison table showing total "best" results per stock
+- **Smart column ordering** - stocks sorted by best count (highest to lowest), alphabetically for ties
+- **Best value highlighting** - green highlight for best performer in each metric row
+- **Parallel data fetching** using threads for faster multi-stock loading
+- **Partial failure handling** - shows warning for failed tickers while displaying available data
+- Individual analysis links for each compared stock (Dashboard, Analysis, Company)
+
+### Changed
+- Search input placeholder updated to indicate multi-ticker support
+- Added hint text explaining comparison feature (up to 5 tickers)
+- Missing data now displays as "-" instead of "N/A" for cleaner presentation
+
+## [0.1.2] - 2025-11-22
+
+### Added
+- **Sticky two-tier navigation header** that remains fixed at top while scrolling
+  - Primary navbar with dropdown menus for Dashboard, Analysis, and Backtest
+  - Quick access to popular stocks (AAPL, MSFT, GOOGL, TSLA) in dropdowns
+  - Global search button for ticker lookup
+- **Context bar** on stock-specific pages showing:
+  - Current ticker symbol and company name
+  - Sub-navigation pills (Dashboard, Analysis, Backtest, Company)
+  - Period selector dropdown (on Dashboard)
+- **Enhanced FPOP (Future Period Analysis) table**:
+  - Date column showing prediction target dates
+  - Historical predictions with actual price change verification
+  - Green checkmark for correct predictions (within 1% of actual)
+  - Red X for incorrect predictions
+  - Future predictions marked as "Pending" with cyan highlight
+  - Accuracy summary showing historical prediction success rate
+  - Weekend-aware future date generation (skips Sat/Sun)
+
+### Changed
+- Navigation now uses consistent menubar across all pages
+- FPOP predictions now show both historical (verifiable) and future dates
+- Prediction accuracy based on magnitude difference (<=1% = correct)
+
+## [0.1.1] - 2025-11-22
+
+### Added
+- Company details page (`/company/:ticker`) with comprehensive stock overview
+- Company name display on dashboard header with link to details page
+- Full company profile including description, sector, industry, financials
+- Analyst ratings display (Strong Buy/Buy/Hold/Sell/Strong Sell)
+- Dividend information section
+- Share information (outstanding, float, insider/institutional ownership)
+
+### Fixed
+- Market regime API now returns numeric `strength_score` and `trend_score` values
+- Analysis page now displays regime data correctly
+
+## [0.1.0] - 2025-11-22
+
+### Added
+- Initial release of SQA Demo Sinatra application
+- Interactive stock dashboard with candlestick charts
+- Technical indicators support:
+  - SMA (Simple Moving Average) with multiple periods
+  - EMA (Exponential Moving Average)
+  - Bollinger Bands
+  - RSI (Relative Strength Index)
+  - MACD (Moving Average Convergence Divergence)
+  - Stochastic Oscillator
+  - CCI (Commodity Channel Index)
+  - ADX (Average Directional Index)
+  - Volume indicators (OBV, Volume SMA)
+- Candlestick pattern recognition:
+  - Doji patterns
+  - Hammer and Hanging Man
+  - Engulfing patterns (Bullish/Bearish)
+  - Morning Star and Evening Star
+  - Three White Soldiers and Three Black Crows
+- Market analysis features:
+  - Market regime detection (Bull/Bear/Sideways)
+  - Seasonal pattern analysis
+  - FPOP (Future Period of Probability) analysis
+  - Risk metrics (VaR, Sharpe Ratio, Max Drawdown)
+- Backtest functionality for trading strategies
+- Portfolio optimizer page
+- Responsive dark-themed UI with ApexCharts
+- RESTful API endpoints for stock data and analysis
+- Development hot-reloader support
+- Startup script for easy deployment
+
+[Unreleased]: https://github.com/madbomber/sqa_demo-sinatra/compare/v0.2.2...HEAD
+[0.2.2]: https://github.com/madbomber/sqa_demo-sinatra/compare/v0.2.1...v0.2.2
+[0.2.1]: https://github.com/madbomber/sqa_demo-sinatra/compare/v0.2.0...v0.2.1
+[0.2.0]: https://github.com/madbomber/sqa_demo-sinatra/compare/v0.1.1...v0.2.0
+[0.1.1]: https://github.com/madbomber/sqa_demo-sinatra/compare/v0.1.0...v0.1.1
+[0.1.0]: https://github.com/madbomber/sqa_demo-sinatra/releases/tag/v0.1.0

data/README.md

@@ -194,6 +194,24 @@ Bug reports and pull requests are welcome on GitHub at https://github.com/madbom
 
 The gem is available as open source under the terms of the [MIT License](https://opensource.org/licenses/MIT).
 
+## To Do
+
+### High Priority
+- [ ] **Portfolio Optimization** - Implement Modern Portfolio Theory (MPT) with efficient frontier visualization
+- [ ] **Expand Test Coverage** - Add unit tests for helper modules and integration tests for API endpoints
+
+### Medium Priority
+- [ ] **Watchlists** - User-defined stock watchlists with Redis persistence
+- [ ] **Price Alerts** - Threshold-based alerts for price and technical indicators
+- [ ] **Additional Strategies** - Implement more backtesting strategies from SQA library
+- [ ] **Export Features** - Export charts as PNG/PDF and data as CSV/JSON
+
+### Low Priority
+- [ ] **Historical Strategy Comparison** - Compare strategy performance across different time periods
+- [ ] **API Documentation Page** - Interactive API docs within the app
+- [ ] **User Guide/Tutorial** - In-app walkthrough for new users
+- [ ] **Custom Strategy Builder** - UI for creating user-defined strategies
+
 ## Disclaimer
 
 This software is for educational and research purposes only. Do not use for actual trading without proper due diligence. The authors are not responsible for financial losses.