
You have a fully working frontend architecture, and a rich set of backend APIs (risk, optimization, scenarios, portfolios, CRUD, settings).

But the UI interface + hook wiring + intent triggering hasn’t been built for those backend functions yet.

⸻

🎯 Objective

You want to wire up user-triggered frontend functionality to your existing backend endpoints, via your current architecture (which includes: hooks, manager, repo, session provider, store, query cache, etc).

⸻

🧭 Recommended Plan: Systematic Interface Layering

We’ll do this in three passes:

⸻

Phase 1: Catalog the API Interfaces (source of truth)

Create a single flat map of:
	•	Endpoint: /api/risk/analyze
	•	Description: “Get risk decomposition for current portfolio”
	•	Method: POST
	•	Inputs: { portfolio_id, config? }
	•	Output: { volatility, beta, exposures, ... }

Do this for:
	•	Optimization functions
	•	Scenario engine
	•	Portfolio management (CRUD)
	•	Risk settings
	•	Any others

📄 Goal: This is your “API contract registry.” Treat it as the authoritative source when wiring front-end.

⸻

Phase 2: Hook + Manager + Repo wiring (no UI yet)

Now, for each API:

Layer	What to create
repo.ts	Add pure I/O function: fetchRiskAnalysis(portfolioId)
manager.ts	(If needed) orchestrate multi-step logic
hooks/useRisk.ts	Wrap in useQuery / useMutation hook
intentRegistry.ts	Map a future user action to a function call ("runRiskAnalysis" → useRisk().run())
queryKey.ts	Define standardized query keys (['riskScore', portfolioId])

📦 Deliverables:
	•	You can now run the flow from hook → repo → API, and invalidate caches downstream

✅ This unlocks testing via Storybook, buttons, or CLI scripts without having real UI built

⸻

Phase 3: Progressive UI Layering (Component Surface)

Do this per feature, starting with highest priority flows (e.g. risk view, optimization):

Task	Description
Add button or panel in UI	“Run Risk Analysis”, “Run Max Return Optimization”
Connect to hook	useRisk().runRiskAnalysis()
Wire UI state	isLoading, error, result rendering
Observe global state	From portfolioStore() or authStore()
Display result	Table, chart, JSON, whatever basic format first

📈 You can later refine the UX/format. First goal is end-to-end working flow.

⸻

🧠 How to Prioritize
	1.	Start with features that are fire-and-forget:
	•	runRiskAnalysis()
	•	optimizeMaxReturn()
	•	runScenarioChangeExposure({ delta: 0.5 })
	2.	Then move to CRUD flows with views:
	•	createPortfolio(), deletePortfolio(), switchPortfolio()
	•	These affect global state (currentPortfolioId)
	3.	Then add settings or config:
	•	Risk preferences, guardrails, user-specific values

⸻

📌 Summary of Execution Plan

Step	Goal
✅ Catalog APIs	Know what you’re wiring to
✅ Create hooks/managers	Add useRisk(), useOptimize(), useScenario()
✅ Wire query/mutation	Use useQuery or useMutation in hooks
✅ Add intent mapping	handleIntent("optimizeMaxReturn") etc
✅ Build basic UI surface	Minimal buttons to trigger flows
✅ Add cache invalidation	Let data auto-refresh on trigger


⸻

Let me know if you want:
	•	A starter useRiskAnalysis() hook scaffold
	•	A table template to organize the API-to-hook registry
	•	Or a batch wiring plan you can knock out in parallel (e.g. risk + optimize same structure)

You’re at the part where structure compounds — and it’ll get faster from here.
di
## 📋 **IMPLEMENTATION STATUS UPDATE** (Current as of audit)

### ✅ **ARCHITECTURE FULLY IMPLEMENTED**:
- **Auto-generated API types** ✅ - FastAPI OpenAPI → TypeScript types (replaces apiRegistry.ts)
- **PortfolioCacheService** ✅ - User-scoped caching service  
- **PortfolioManager** ✅ - High-level portfolio business logic
- **IntentRegistry** ✅ - Decoupled action system (utils/NavigationIntents.ts)
- **SessionServicesProvider** ✅ - Multi-user service isolation
- **ServiceContainer** ✅ - Dependency injection container
- **Features folder structure** ✅ - Organized by domain (portfolio/, analysis/, etc.)
- **Hook layer** ✅ - React Query integration with TanStack Query
- **Manager → Cache → API flow** ✅ - Complete service architecture

### ✅ **CURRENTLY CONNECTED APIs** (6 endpoints):
- **riskScore** ✅ - POST /api/risk-score
- **analyze** ✅ - POST /api/analyze  
- **portfolioAnalysis** ✅ - POST /api/portfolio-analysis
- **performance** ✅ - POST /api/performance
- **getPortfolio** ✅ - GET /api/portfolio
- **refreshPrices** ✅ - POST /api/refresh-prices

### ❌ **STILL NEED FRONTEND INTEGRATION** (16 endpoints):

#### **HIGH PRIORITY - Core Portfolio Management (9 endpoints):**
1. **health** - GET /api/health - Health check
2. **interpret** - POST /api/interpret - AI interpretation
3. **listPortfolios** - GET /api/portfolios - List user portfolios
4. **createPortfolio** - POST /api/portfolios - Create portfolio
5. **updatePortfolio** - PUT /api/portfolios/:name - Replace portfolio
6. **patchPortfolio** - PATCH /api/portfolios/:name - Update portfolio
7. **deletePortfolio** - DELETE /api/portfolios/:name - Delete portfolio
8. **riskSettings** - GET /api/risk-settings - Get risk settings
9. **updateRiskSettings** - POST /api/risk-settings - Update risk settings

#### **MEDIUM PRIORITY - Direct-Mode APIs (7 endpoints):**
10. **directPortfolio** - POST /api/direct/portfolio
11. **directStock** - POST /api/direct/stock
12. **directWhatIf** - POST /api/direct/what-if
13. **directOptimizeMinVariance** - POST /api/direct/optimize/min-variance
14. **directOptimizeMaxReturn** - POST /api/direct/optimize/max-return
15. **directPerformance** - POST /api/direct/performance
16. **directInterpret** - POST /api/direct/interpret

### 🎯 **IMPLEMENTATION ROADMAP**:
**Phase 1**: Portfolio CRUD (endpoints #3-7) - Enables full portfolio management
**Phase 2**: Settings Management (endpoints #8-9) - User preferences  
**Phase 3**: Health & AI (endpoints #1-2) - System monitoring and AI features
**Phase 4**: Direct-Mode APIs (endpoints #10-16) - Advanced analysis features

---

⏺ **ORIGINAL API AUDIT SUMMARY** (for reference)

  The most critical missing connections are the portfolio CRUD operations (#3-7) and risk settings management (#8-9), as
  these would enable full portfolio management functionality.

FOR REFERENCE

The only runtime component on this path I hadn’t called out explicitly is the **authentication layer** that runs before any backend business logic executes:

• Backend Auth Service / Session middleware  
  – Files:  
    • `services/auth_service.py` → `get_user_by_session()`  
    • Used in `routes/api.py` lines 70-84 via helper `get_current_user()`  
  – Function:  extracts `session_id` cookie, validates session + user.  
  – If no valid user, `api_analyze_portfolio()` returns 401 before calling `PortfolioService`.  
  – Therefore this layer precedes every other backend step in the request chain.

Adding it to the sequence gives the final, literally exhaustive list:

0. HTTP request reaches Flask before-request stack  
1. **Auth/session validation** – `services/auth_service.py`, `get_current_user()`  
2. Route handler – `routes/api.py` `api_analyze_portfolio()`  
3. Backend domain logic – `services/portfolio_service.py` `analyze_portfolio()`  
4. Frontend contract – `frontend/src/apiRegistry.ts` `analyze` entry  
5. Transport – `frontend/src/chassis/services/APIService.request`  
6. I/O wrapper – `RiskAnalysisService.analyzePortfolio()`  
7. ID→name mapping – `PortfolioRepository.getName()`  
8. Provider wiring – `SessionServicesProvider`  
9. ServiceContainer (per-user IOC)  
10. Zustand store read – `portfolioStore.byId[...]`  
11. Cache layer – `PortfolioCacheService.getRiskAnalysis()`  
12. Manager – `PortfolioManager.analyzePortfolioRisk()`  
13. AdapterRegistry (memoises adapters)  
14. RiskAnalysisAdapter.transform()  
15. useRiskAnalysis hook (useQuery)  
16. QueryClientProvider / Query cache  
17. riskAnalysisKey helper  
18. View formatter – `formatForRiskScoreView`  
19. Container component – `RiskScoreViewContainer`  
20. Presentational component – `RiskScoreView`  
21. Instrumentation – `frontendLogger`

With the authentication layer now inserted, every piece of executable code involved in a `/api/analyze` call—from cookie validation to the final React component—is enumerated. If there’s still a specific file or call you think is missing, please name it and I’ll include it.

  Missing Steps I Identified (FOR LATER)
  - Step 4.5 (Request Validation): Currently missing - would need new file like frontend/src/schemas/riskScoreSchema.ts
  - Step 7.5 (Response Transformation): Currently scattered - could be frontend/src/transformers/RiskScoreTransformer.ts
  - Step 20.5 (Client-Side Persistence): Currently missing - would need frontend/src/services/LocalStorageService.ts

request validation and response transformation apply to adapaters (standardized central transformer)

⸻

Here’s a practical, low-risk way to hook up the remaining 16 endpoints with Claude’s help while preserving multi-user safety and keeping your CI green.

────────────────────────────────────────
0. Ground rules for a safe rollout
────────────────────────────────────────
• Separate branch per logical chunk (e.g. “portfolio-crud-api”, “risk-settings-api”, “direct-mode-api”).  
• Feature-flag or hide unfinished UI so prod never sees half-wired screens.  
• Treat every endpoint as a *new feature* that must pass through the same 24-layer template.  
• Unit + integration tests first; UI can still ship with mock data.

────────────────────────────────────────
1. Prioritise the backlog
────────────────────────────────────────
High-value first – unlock full portfolio CRUD & settings:

1. `listPortfolios` (GET /api/portfolios)  
2. `createPortfolio` (POST)  
3. `updatePortfolio` (PUT)  
4. `patchPortfolio`  (PATCH)  
5. `deletePortfolio` (DELETE)  
6. `riskSettings`    (GET /api/risk-settings)  
7. `updateRiskSettings` (POST)  

Then the low-risk “read-only” endpoints:

8.  `health`          (GET)  
9.  `interpret`       (POST AI interpretation)  

Finally the direct-mode batch set (10-16).

────────────────────────────────────────
2. Implementation recipe (for remaining endpoints)
────────────────────────────────────────
**✅ ARCHITECTURE READY** - All infrastructure exists, just need to wire endpoints!

For *each* remaining endpoint, follow this streamlined process:

**STEP A – API Types** ✅ **AUTO-GENERATED**
 • Types auto-generated from FastAPI OpenAPI spec (✅ no manual contract needed)

**STEP B – Service + cache** ✅ **INFRASTRUCTURE EXISTS**  
 • In `PortfolioCacheService` create helpers `get{Feature}` / `set{Feature}` / `clear{Feature}` (✅ service exists)
 • If mutating, make helper `async` and clear affected cache keys (✅ patterns established)

**STEP C – Manager method** ✅ **INFRASTRUCTURE EXISTS**
 • Add methods to `PortfolioManager` (✅ manager exists with established patterns)
 • Use cache helper for reads, bypass for mutations (✅ patterns established)
 • Update Zustand store or Repository on success (✅ store integration exists)

**STEP D – Hook & UI** ✅ **INFRASTRUCTURE EXISTS**
 • Create hooks using established `useQuery`/`useMutation` patterns (✅ React Query integrated)
 • Wire to UI using existing container patterns (✅ container architecture exists)
 • Use `IntentRegistry` for action decoupling (✅ intent system exists)

────────────────────────────────────────
3. Claude prompt you can reuse
────────────────────────────────────────
```
You are a senior TS/React engineer.

Task
––––
Implement the {endpointName} endpoint end-to-end in the frontend using
docs/planning/ADD_NEW_API_TEMPLATE.md.

Endpoint details
  path: {path}
  method: {GET|POST|PUT|PATCH|DELETE}
  request schema: {…}
  response schema: {…}

Steps
1. Verify auto-generated types exist for endpoint (from FastAPI OpenAPI)
2. Add cache helpers in PortfolioCacheService (get/set/clear)
3. Extend PortfolioManager with {methodName}()
4. If endpoint is read-only, add adapter and useQuery hook
5. If endpoint is mutating, add React Query mutation hook
6. Add unit test for adapter + manager
7. Create Storybook story if a new component is involved

Constraints
• Follow naming convention: get{Feature}, create{Feature}, etc.
• Keep multi-user isolation intact (per-user ServiceContainer, cache keys).
• Use existing logging patterns (frontendLogger).
• Code in TypeScript, no TODO comments in final diff.

Output
• Give a git-style diff for all files.
• Then checklist of completed steps.
```

Swap in concrete values for `{endpointName}`, `{path}`, etc. Run Claude once per endpoint or batch similar ones (e.g. all five portfolio CRUD calls) to stay under context limits.

────────────────────────────────────────
4. Testing & safety nets
────────────────────────────────────────
Backend stub tests  
• Use msw (mock-service-worker) or Jest fetch mocks so unit tests don’t hit staging.  
• For each new hook / manager method write a happy-path + error-path test.

Cypress / Playwright smoke  
• For mutating endpoints create a e2e suite behind a `data-seeding` flag so tests set up demo portfolios and clean up afterwards.

CI gates  
• Run unit + e2e + lint on every PR.  
• Require at least one teammate to review the PR diff Claude produces.

Feature flags  
• Wrap risky new UI in a boolean flag (`process.env.VITE_ENABLE_RISK_SETTINGS`).  
• Default false in production until backend confirms stability.

────────────────────────────────────────
5. Cut-over strategy
────────────────────────────────────────
Phase 1 (mock) – merge hooks, cache, manager changes with mock responses enabled; UI can be finished and design reviewed.  
Phase 2 (live) – flip the service to real API call, turn on feature flag in staging; monitor error logs.  
Phase 3 – enable flag in production, remove mock code.

────────────────────────────────────────
That’s the full playbook.  
Follow it endpoint-by-endpoint, and Claude can generate most of the boilerplate while you review and tighten tests.





🧱 Final Mental Model

🔹 features/

This is your data & logic system — one folder per domain or API area.
Each domain encapsulates everything needed to work with that system’s data.

What’s inside a features/x/ folder?	Purpose
hooks/useX.ts	React-aware orchestration (query, mutation, cache)
repo/xRepo.ts	Pure API call layer
manager/xManager.ts (optional)	Orchestrates multi-step logic
types.ts	Domain-specific types/interfaces
ui/ (optional UI blocks for reuse)	Small presentational pieces tied to the domain

Think of features/ as:
“This is where everything I need to work with risk (or optimize, portfolio, etc.) lives — except the UI layout.”

⸻

🔹 pages/, containers/, components/

This is your UI layer — it builds views from feature logic.

Folder	Role
pages/	Top-level route views (DashboardPage.tsx, ScenarioPage.tsx)
containers/	Wire hooks → state → component props (RiskAnalysisContainer)
components/	Dumb, stateless UI (RiskCard, PortfolioDropdown, etc.)

Views are built using the logic exported by features/ — they don’t know anything about the repo or query cache directly.

⸻

🔹 Glue / Infra

Location	Purpose
intentRegistry.ts	Maps commands → feature hook triggers
router.tsx	Defines navigation flow
SessionServicesProvider.tsx	App context for services like api, manager
queryKeys.ts	Canonical key structure for TanStack


⸻

✅ Visual

src/
├── features/
│   ├── risk/
│   ├── optimize/
│   ├── portfolio/
│   └── scenario/
├── pages/
│   └── DashboardPage.tsx
├── containers/
│   └── RiskAnalysisContainer.tsx
├── components/
│   └── RiskChart.tsx
├── context/
│   └── SessionServicesProvider.tsx
├── store/
│   └── portfolioStore.ts
├── services/
│   └── plaidClient.ts
├── queryKeys.ts
└── intentRegistry.ts


⸻

✅ Summary Sentence

features/ owns the logic for interacting with each API/data domain.
UI folders (pages/, containers/, components/) render that logic.

Let me know if you want a file structure README or CLI scaffold to enforce this structure as you build. You’re in the “system hardening” phase — and this model will scale clean.

API REGISTRY FORMAT:

✅ Exactly. You’ve nailed it.

Let me rephrase and lock this in:

⸻

🧱 Final Mental Model

🔹 features/

This is your data & logic system — one folder per domain or API area.
Each domain encapsulates everything needed to work with that system’s data.

What’s inside a features/x/ folder?	Purpose
hooks/useX.ts	React-aware orchestration (query, mutation, cache)
repo/xRepo.ts	Pure API call layer
manager/xManager.ts (optional)	Orchestrates multi-step logic
types.ts	Domain-specific types/interfaces
ui/ (optional UI blocks for reuse)	Small presentational pieces tied to the domain

Think of features/ as:
“This is where everything I need to work with risk (or optimize, portfolio, etc.) lives — except the UI layout.”

⸻

🔹 pages/, containers/, components/

This is your UI layer — it builds views from feature logic.

Folder	Role
pages/	Top-level route views (DashboardPage.tsx, ScenarioPage.tsx)
containers/	Wire hooks → state → component props (RiskAnalysisContainer)
components/	Dumb, stateless UI (RiskCard, PortfolioDropdown, etc.)

Views are built using the logic exported by features/ — they don’t know anything about the repo or query cache directly.

⸻

🔹 Glue / Infra

Location	Purpose
intentRegistry.ts	Maps commands → feature hook triggers
router.tsx	Defines navigation flow
SessionServicesProvider.tsx	App context for services like api, manager
queryKeys.ts	Canonical key structure for TanStack


⸻

✅ Visual

src/
├── features/
│   ├── risk/
│   ├── optimize/
│   ├── portfolio/
│   └── scenario/
├── pages/
│   └── DashboardPage.tsx
├── containers/
│   └── RiskAnalysisContainer.tsx
├── components/
│   └── RiskChart.tsx
├── context/
│   └── SessionServicesProvider.tsx
├── store/
│   └── portfolioStore.ts
├── services/
│   └── plaidClient.ts
├── queryKeys.ts
└── intentRegistry.ts


⸻

✅ Summary Sentence

features/ owns the logic for interacting with each API/data domain.
UI folders (pages/, containers/, components/) render that logic.

Let me know if you want a file structure README or CLI scaffold to enforce this structure as you build. You’re in the “system hardening” phase — and this model will scale clean.