PQAP Dashboard Verification Plan

Created: 2025-12-25 Target: localhost:8080 Purpose: Comprehensive verification of all dashboard data feeds and views after recent fixes

Executive Summary

This verification plan coordinates parallel checks across all PQAP dashboard pages to ensure: 1. All data displays correctly after recent fixes 2. Cross-page data consistency is maintained 3. No regressions in existing functionality

Recent Fixes Being Verified

1. Signals Page - TIME and DIRECTION columns now show proper values
2. Dashboard Page - Data consistency with Trades page (paper trading as source of truth)
3. Position Display - Field name transformations from raw data to template

Verification Tasks

TASK GROUP A: Dashboard Page (localhost:8080/dashboard)

Priority: HIGH Dependencies: None (can run in parallel with B, C, D, E)

A1: Portfolio Stats Card Verification

A2: P&L Chart Verification

A3: Active Positions Section

A4: Recent Trades Section

A5: Strategy Status Table

TASK GROUP B: Trades Page (localhost:8080/trades)

Priority: HIGH Dependencies: None

B1: Tab Navigation

B2: Positions Tab - Key Metrics

B3: Positions Tab - Open Positions Table

B4: Positions Tab - Recent Trades Preview

B5: Trade History Tab - Summary Stats

B6: Trade History Tab - Filters

B7: Trade History Tab - Trades Table

B8: Portfolio Chart

TASK GROUP C: Signals Page (localhost:8080/signals)

Priority: CRITICAL (Recent fixes) Dependencies: None

C1: Summary Stats Cards

C2: Signals Table - TIME Column (FIX VERIFICATION)

C3: Signals Table - DIRECTION Column (FIX VERIFICATION)

C4: Signals Table - Other Columns

C5: Pagination

TASK GROUP D: Markets Page (localhost:8080/markets)

Priority: MEDIUM Dependencies: None

D1: Stats Section

D2: Markets Table

D3: Pagination

TASK GROUP E: Strategies Page (localhost:8080/strategies)

Priority: MEDIUM Dependencies: None

E1: Summary Stats

E2: Strategy Cards

E3: Strategy Card Stats

E4: Signal Chart

E5: Control Buttons

TASK GROUP F: Cross-Page Data Consistency

Priority: CRITICAL Dependencies: Complete A, B first

F1: Portfolio Value Consistency

F2: Position Count Consistency

F3: P&L Consistency

F4: Trade Count Consistency

F5: Win Rate Consistency

Data Source Reference

Paper Trading Provider (Source of Truth for Positions/Trades)

# Returns:
{
    "summary": {
        "total_value": float,
        "total_pnl": float,
        "return_pct": float,
        "starting_capital": float,
        "available_capital": float,
        "position_value": float,
        "open_positions": int,
        "total_trades": int,
        "unrealized_pnl": float
    },
    "positions": [...],
    "trades": [...]
}

Strategy Controller (Source of Truth for Strategy Metrics)

# get_strategy_status returns:
{
    "strategy_id": str,
    "name": str,
    "version": str,
    "enabled": bool,
    "auto_disabled": bool,
    "auto_disable_reason": str | None,
    "allocated_capital": float,
    "performance": {
        "total_trades": int,
        "total_pnl": float,
        "wins": int,
        "losses": int,
        "win_rate": float
    },
    "signals_24h": {...},
    "last_signal_at": str | None,
    "last_trade_at": str | None
}

Signals Provider

# Each signal:
{
    "signal_id": str,
    "strategy_id": str,
    "market_id": str,
    "signal_type": str,  # "BUY" or "SELL"
    "strength": str | float,
    "executed": int,  # 0 or 1
    "rejected_reason": str | None,
    "timestamp": str,  # or created_at
    "created_at": str
}

Verification Execution Plan

Phase 1: Parallel Page Checks (Can run simultaneously)

1. Agent A: Execute Task Groups A, F (Dashboard + Cross-page)
2. Agent B: Execute Task Group B (Trades page)
3. Agent C: Execute Task Group C (Signals page - CRITICAL)
4. Agent D: Execute Task Groups D, E (Markets + Strategies)

Phase 2: Integration Verification

After Phase 1 completes: 1. Collate all F (cross-page consistency) results 2. Identify any discrepancies 3. Report findings

Expected Verification Time

• Phase 1: 5-10 minutes per agent (parallel)
• Phase 2: 5 minutes (sequential)
• Total: ~15 minutes

Success Criteria

Critical (Must Pass)

• [ ] Signals page TIME column shows actual timestamps
• [ ] Signals page DIRECTION shows BUY/SELL badges
• [ ] Dashboard and Trades page portfolio values match
• [ ] Position counts are consistent across pages
• [ ] No JavaScript console errors on any page

High Priority (Should Pass)

• [ ] All pagination works correctly
• [ ] All charts render (or show proper empty states)
• [ ] Strategy enable/disable toggles function
• [ ] Filter forms submit and apply correctly

Medium Priority (Nice to Have)

• [ ] Auto-refresh timers working
• [ ] Export CSV downloads successfully
• [ ] All tooltips display correctly
• [ ] Responsive layout on smaller screens

Issue Reporting Template

For any failures, use this format:

Page: [Page Name]
Task: [Task ID]
Element: [Element Name]
Expected: [Expected Behavior]
Actual: [What Actually Happened]
Screenshot: [If applicable]
Console Errors: [Any JS errors]

Post-Verification Actions

1. All Pass: Update research_log.md with verification completion
2. Critical Failures: Create fix tasks, re-verify after fixes
3. Minor Issues: Log for future improvement, not blocking