Documentation of FrontEnd KT from Anand

[VarshitaTP]

Trademan.ai Project Documentation

Table of Contents

1. Main Page
2. Password and Dialogue Box
3. User Dashboard
4. Admin Dashboard
5. Register Page

Main Page

The main page layout is defined in app/page.tsx. It consists of 6 components:

1. Entire logo
2. Star background
3. Education
4. SAS
5. PMS
6. Footer section

The code for these components is located in the components/Main folder.

Password and Dialogue Box

The code for the password and dialogue box is in main/loo.tsx.

User Dashboard

Profile

• View profile related code is in the profile folder.

Portfolio View

• Portfolio view related code is in the portfolio view folder.
• portfolioview.tsx: Contains Graph data
• monthlyreturns.tsx: Contains monthly returns data
• weeklycummulativereturns.tsx: Contains weekly return data

Segments/Strategy

• equity folder: Contains equity segment/strategy data
• derivative folder: Contains derivative segment/strategy data
• debt folder: Contains debt segment/strategy data

Note: Only user/client selected segments will be displayed in their respective user profiles. This is achieved in the sidebar.tsx file.

The entire user dashboard page setting is in user-profile/page.tsx.

Admin Dashboard

The admin dashboard page layout is defined in admin/page.tsx.

1. Dashboard: Code in Dashboard/dashboard.tsx
2. User Profile: Code in admin/userprofile.tsx
3. Strategy:
   • Main file: admin/strategy.tsx
   • Components are defined in the user profile/startegy parameter folder
4. Order Executor:
   • Trade state: tradestate.tsx
   • Place order (main component): orderexecutor.tsx
   • Complete order (Order mode): completeorder.tsx
   • Repair order (Order mode): repairorder.tsx
5. Error Log: errorlog.tsx
6. Signals:
   • Tabular data: signals/signals.tsx
   • Chart/graph: chart/chart.tsx

Register Page

The register page is defined in app/register/page.tsx (progress stepper is called here).

Components

1. Progress Stepper (main component)
2. Six form pages:
   • register.tsx
   • personalinfo.tsx
   • broker.tsx
   • riskprofile.tsx
   • margindistribution.tsx
   • strategy.tsx

Register Service

register.service.tsx contains register process endpoints provided by the backend to store data in the database/firebase.

[VarshitaTP]

Documented the Knowledge Transfer meeting related to trademan.ai frontend code base.