@binary-com/smartcharts

SmartCharts

SmartCharts is both the name of the app (charts.binary.com) and the charting library. You can install the library to your project via:

yarn add @binary-com/smartcharts      # Release
yarn add @binary-com/smartcharts@beta # Beta

Important Note: the license for the library is tied to the binary.com domain name; it will not work in github pages.

Commands:

• use yarn install to install dependencies
• use yarn start to launch webpack dev server
• use yarn build to build the library
• use yarn build:app to build the charts.binary.com app
• use yarn analyze to run webpack-bundle-analyzer
• use yarn test to run unit tests
• use yarn coverage to see test coverage

Note: eventhough both yarn build and yarn build:app outputs smartcharts.js and smartcharts.css, they are not the same files. One outputs a library and the the other outputs an app.

Usage

Quick Start

In the app folder, we provide a working webpack project that uses the smartcharts library. Simply cd to that directory and run:

yarn install
yarn start

The sample app should be running in http://localhost:8080.

Refer to library usage inside app/index.jsx:

import { SmartChart } from '@binary-com/smartcharts';

class App extends React.Component {
    render() {
        return (
            <SmartChart
                onSymbolChange={(symbol) => console.log('Symbol has changed to:', symbol)}
                requestSubscribe={({ tick_history, granularity, ... }, cb) => {}}   // Passes the whole request object
                requestForget={({ tick_history, granularity, ... }, cb) => {}}      // request object and cb is exactly the same reference passed to subscribe
                // for active_symbols, trading_times, ... (NOT streaming)
                requestAPI={({...}) => Promise} // whole request object, shouldn't contain req_id
            />
        );
    }
};

SmartCharts expects library user to provide requestSubscribe, requestForget and requestAPI. Refer to API for more details.

The job of loading the active symbols or trading times or stream data from cache or retrieving from websocket is therefore NOT the responsibility of SmartCharts but the host application. SmartCharts simply makes the requests and expect a response in return.

Some important notes on your webpack.config.js (refer to app/webpack.config.js):

• The ChartIQ library and the smartcharts CSS file will need to be copied from the npm library (remember to include in your index.html). In the example we use the copy-webpack-plugin webpack plugin to do this:

new CopyWebpackPlugin([
   { from: './node_modules/@binary-com/smartcharts/dist/chartiq.min.js' },
   { from: './node_modules/@binary-com/smartcharts/dist/smartcharts.css' },
])

• You need to expose CIQ (the ChartIQ library) as a global object:

externals: {
    CIQ: 'CIQ'
}

API

Note: Props will take precedence over values set by the library.

Props marked with * are mandatory:

Props	Description
requestAPI*	SmartCharts will make single API calls by passing the request input directly to this method, and expects a Promise to be returned.
requestSubscribe*	SmartCharts will make streaming calls via this method. requestSubscribe expects 2 parameters (request, callback) => {}: the request input and a callback in which response will be passed to for each time a response is available. Keep track of this callback as SmartCharts will pass this to you to forget the subscription (via requestForget).
requestForget*	When SmartCharts no longer needs a subscription (made via requestSubscribe), it will call this method (passing in request and callback passed from requestSubscribe) to halt the subscription.
id	Uniquely identifies a chart's indicators, comparisons, symbol and layout; saving them to local storage and loading them when page refresh. If not set, SmartCharts renders a fresh chart with default values on each refresh. Defaults to undefined.
symbol	Sets the main chart symbol. Defaults to R_100. Refer Props vs UI for usage details.
granularity	Sets the granularity of the chart. Allowed values are 60, 120, 180, 300, 600, 900, 1800, 3600, 7200, 14400, 28800, 86400. Defaults to 0. Refer Props vs UI for usage details.
chartType	Sets the chartType. Choose between mountain (Line), line (Dot), colored_line (Colored Dot), spline, baseline, candle, colored_bar (OHLC), hollow_candle, heikinashi, kagi, linebreak, renko, rangebars, and pandf (Point & Figure). Defaults to mountain. Refer Props vs UI for usage details.
startEpoch	Set the start epoch of the chart
endEpoch	Set the end epoch of the chart
chartControlsWidgets	Render function for chart control widgets. Refer to Customising Components.
topWidgets	Render function for top widgets. Refer to Customising Components.
isMobile	Switch between mobile or desktop view. Defaults to false.
onSettingsChange	Callback that will be fired each time a setting is changed.
settings	Sets the chart settings. Refer to Chart Settings
barriers	Draw chart barriers. Refer to Barriers API for usage details
enableRouting	Enable routing for dialogs. Defaults to false
isConnectionOpened	Sets the connection status. If set, upon reconnection smartcharts will either patch missing tick data or refresh the chart, depending on granularity; if not set, it is assumed that connection is always opened. Defaults to undefined.
onMessage	SmartCharts will notify messages via this method. onMessage expect 1 parameter (message => {})

Chart Settings

Attribute	Description
countdown	Show Countdown. Defaults to false.
theme	Sets the chart theme. themes are (dark|light), and default is light.
lang	Sets the language. Defaults to en.
position	Sets the position of the chart controls. Choose between left and bottom. In mobile this is always bottom. Defaults to bottom.
assetInformation	Show or hide the asset information. In mobile this will be always be false. Defaults to true.

Barriers API

barriers props accepts an array of barrier configurations:

<SmartChart
    barriers={[{
        color:'green',
        shade:'above',
        hidePriceLines: false, // default false
        onChange:console.warn.bind(console),
    }]}
/>

Attributes marked with * are mandatory:

Attribute	Description
shadeColor	Barrier shade color. Defaults to green.
color	Price line color. Defaults to #000.
shade	Shade type; choose between NONE_SINGLE, NONE_DOUBLE, ABOVE, BELOW, OUTSIDE or BETWEEN. Defaults to NONE_SINGLE.
hidePriceLines	hide/show the price lines. Defaults to false.
lineStyle	Sets the style of the price lines; choose between dotted, dashed, or solid. Defaults to dashed.
onChange	When price of high or low barrier changes (including when switched toggling relative or setting high|low), onChange will pass the high and low barriers as { high, low }.
relative	Toggle between relative and absolute barriers. Defaults to false.
draggable	Toggles whether users can drag the price lines and change the barrier directly from the chart. Defaults to true.
high*	Sets the price of the high barrier.
low*	Sets the price of the low barrier.

Marker API

Markers provide a way for developers to place DOM elements inside the chart that are positioned based on date, values or tick location. Unlike CharIQ's Markers, we only allow markers to be placed on the main chart. Also note that this Marker implementation does not factor the width and height of the marker; this is expensive to calculate, so we expect you to offset this in CSS.

<SmartChart>
    <Marker
        x={1533192979}
        yPositioner="none"
        className="chart-line vertical trade-start-line"
    >
        {/* Place marker content here */}
        <div className="drag-line" />
        <div className="trade-text">Trade Start</div>
    </Marker>
</SmartChart>

Attribute	Description
className	Adds custom class name to marker. All markers have class name stx-marker.
x	x position of the chart; depends on xPositioner.
xPositioner	Determines x position. Choose between epoch or none. Defaults to epoch.
y	y position of the chart; depends on yPositioner.
yPositioner	Determines y position. Choose between value or none. Defaults to value.

There are more options for xPositioner and yPositioner in ChartIQ docs. What we document here is the most common use case.

Customising Components

We offer library users full control on deciding which of the top widgets and chart control buttons to be displayed by overriding the render methods themselves. To do this you pass in a function to chartControlsWidgets or topWidgets.

For example, we want to remove all the chart control buttons, and for top widgets to just show the comparison list (refer app/index.jsx):

import { ComparisonList } from '@binary-com/smartcharts';

const renderTopWidgets = () => (
    <React.Fragment>
        <div>Hi I just replaced the top widgets!</div>
        <ComparisonList />
    </React.Fragment>
);

const App = () => (
    <SmartChart
        topWidgets={renderTopWidgets}
        chartControlsWidgets={()=>{}}
    >
    </SmartChart>
);

Here are the following components you can import:

• Top widgets:
  • <ChartTitle enabled={true} onChange={(symbol) => {}} />
  • <AssetInformation />
  • <ComparisonList />
• Chart controls:
  • <CrosshairToggle enabled={true} />
  • <ChartTypes enabled={true} onChange={(chartType) => {}} />
  • <StudyLegend />
  • <Comparison />
  • <DrawTools />
  • <Views />
  • <Share />
  • <Timeperiod enabled={true} onChange={(chartType) => {}} />
  • <ChartSize />
  • <ChartSetting />

Props vs UI

Certain chart parameters can be set either by props or from the chart UI:

• symbol - set by <ChartTitle />
• granularity - set by <TimePeriod >
• chartType - set by <ChartTypes />

This creates conflicts in deciding which is the single source of truth. To circumvent this, if these props are set (not undefined), selecting options in its corresponding components will not have any affect affect on the chart; the prop values take precedence. To have control over both the UI and the props, we provide library users the option to override component behaviour via onChange prop. For example, to retrieve the symbol a client chooses:

<ChartTitle
   onChange={(symbol) => { /* ...Pass to symbol prop in <SmartCharts /> */ }}
/>

See available components and their props in Customising Components.

Contribute

To contribute to SmartCharts, fork this project and checkout the dev branch. When adding features or performing bug fixes, it is recommended you make a separate branch off dev. Prior to sending pull requests, make sure all unit tests passed:

yarn test

Once your changes have been merged to dev, it will immediately deployed to charts.binary.com/beta.

Developer Notes

Developer Workflow

We organise the development in Trello. Here is the standard workflow of how a feature/bug fix is added:

1. When an issue/feature is raised, it is added to Backlog list. For each card added, it should have a "QA Checklist" (Add checklist to card) for QA to verify that the feature/bug fix has been successfully implemented.
2. In a meeting, if feature/bug fix is set to be completed for next release, it will be labeled as Next Release and placed in Bugs/Todo list.
3. Cards are assigned to developers by adding them to the card; manager gets added to every card.
4. If a developer is actively working on a card, he places the card in In Development; otherwise it should be placed back into Bugs/Todo list.
5. Once the feature/bug fix is implemented, the developer needs put 2 things in the card before placing his card in Review list.:
   • PR: Link to the PR.
   • Test Link: Link to github pages that has the changes; this is for QA to verify. Refer to this section for instructions on how to deploy.
6. If reviewer requests changes, he will place the card back to the In Development list. This back and forth continues until the reviewer passes the PR by marking it as approved in Github.
7. Reviewer places the reviewed card into QA list.
8. If the card fails QA check, QA can comment on the card on what failed, and place the card back to In Development list. If QA passes the changes, QA will place the card from QA to Ready; this card is now ready to be merged to dev.
9. Once the card is merged to dev, it is placed in Deployed to BETA list.
10. When it is time to take all changes in beta and deploy in production, manager will merge dev into master, and place all cards in Deployed to BETA to Released.

Debugging NPM Package

Some issues only show up for library users, so it is helpful to test the NPM package before deploying it to library users. To do this we provide an environment in the app folder, with its own package.json, webpack.config.js and index.html. Calling yarn install and yarn start in the app folder builds the SmartCharts library from the NPM library.

Now to test whether your change affect the NPM library, execute:

yarn watch --output-path './app/node_modules/@binary-com/smartcharts/dist'

Now each time you make any change, it will overwrite the SmartCharts library inside the node_modules folder.

Note: We do not recommend this method of developing unless you are testing the NPM package, as it is very slow for development purposes.

Separation of App and Library

There should be a clear distinction between developing for app and developing for library. Library source code is all inside src folder, whereas app source code is inside app.

Webpack determines whether to build an app or library depending on whether an environment variable BUILD_MODE is set to app. Setting this variable switches the entry point of the project, but on the same webpack.config.js (the one on the root folder). The webpack.config.js and index.html in the app folder is never actually used in this process; they serve as a guide to how to use the smartcharts library as an npm package. We do it this way to develop the app to have hot reload available when we modify library files.

Translations

All strings that need to be translated must be inside t.translate():

t.translate('[currency] [amount] payout if the last tick.', { 
    currency: 'USD',
    amount: 43.12
});
t.setLanguage('fr'); // components need to be rerendered for changes to take affect

Each time a new translation string is added to the code, you need to update the messages.pot via:

yarn translations

Once the new messages.pot is merged into the dev branch, it will automatically be updated in CrowdIn. You should expect to see a PR with the title New Crowdin translations in a few minutes; this PR will update the *.po files.

State Management and the connect Method

SmartCharts uses a variation of Mobdux to assist with state management using Mobx.

Each component consists of 2 parts: a template (*.jsx file), and a store (*Store.js file). There are 3 scenarios in which the connect method is used:

1. Main Components: The component is tied directly to the main store.

Examples: <ChartTitle />, <TimePeriod />, <Views />...

Each component here is mapped to a corresponding store in the main store. Only one copy of this component may exist per <SmartChart /> instance, and its state is managed by the main store tree (defined as mainStore in SmartCharts). Here you pass a mapperFunction that would be applied directly to the main store:

function mapperFunction(mainStore) {
    return {
        value: mainStore.subStore.value,
    }
}

export default connect(mapperFunction)(MyComponent);

Connections in the scenario #1 should be done in the jsx file, to keep consistent with other components. Except for the component tied to the main store (Chart.jsx), all components using this method should be SFC (Stateless Functional Components), and have the lifecycle managed by the main store.

2. Subcomponents: Component is connected inside a store

Examples: <Menu />, <List />, <CategoricalDisplay />...

This is used when multiple copies of a store needs to exist in the same state tree. Here we do the connection inside the constructor of a child of the main store and pass it as a prop to the template. For example <ChartTitle /> needs a <Menu />, so in ChartTitleStore we create an instance of MenuStore and connect it:

export default class ChartTitleStore {
    constructor(mainStore) {
        this.menu = new MenuStore(mainStore);
        this.ChartTitleMenu = this.menu.connect(Menu);
        // ...
    }
    // ...    
}

The connect method for subcomponents are defined in its store (instead of the template file) that contains its own mapperFunction:

export default class MenuStore {
    // ...
    connect = connect(() => ({
        setOpen: this.setOpen,
        open: this.open,
    }))
}

We then pass the connected component in ChartTitle.jsx:

export default connect(({ chartTitle: c }) => ({
    ChartTitleMenu: c.ChartTitleMenu,
}))(ChartTitle);

Note: Do NOT connect subcomponents in another connect method; connect creates a new component each time it is called, and a mapperFunction is called every time a mobx reaction or prop update is triggered.

3. Independent Components: components that are not managed by the main store

Examples: <Barrier />, <Marker />

Independent components is able to access the main store, but the main store has no control over independent components. As such, each independent component manages its own life cycle. Here is the interface for its store:

class IndependentStore {
    constructor(mainStore) {}
    updateProps(nextProps) {} // intercept the props from the component
    destructor()           {} // called on componentWillUnmount
}

This enables library users to use multiple copies of a component without connecting it, because mounting an independent component will also create its own store (refer to Marker API to see usage example of such a component). Therefore, for each independent component you connect you will also need to pass its store class (not an instance but the class itself) as a second parameter to the connect function:

function mapperFunction(customStore) {
    return {
        value: customStore.value,
    }
}

export default connect(
    mapperFunction,
    MyStoreClass, // Required argument for independent components
)(MyIndependentComponent);

Note that for independent components, the mapperFunction is applied to the store instance, not the main store. Should you need to access any value from the main store, you can do this via the mainStore passed to the constructor of each independent store class.

Manual Deployment

Deploy to NPM

To publish to production:

yarn build && yarn publish

To publish to beta:

yarn build && yarn publish --tag beta

Deploy to charts.binary.com

Note: This is usually not required, since Travis will automatically deploy to charts.binary.com and charts.binary.com/beta when master and dev is updated.

The following commands will build and deploy to charts.binary.com (Make sure you are in the right branch!); you will need push access to this repository for the commands to work:

yarn deploy:beta        # charts.binary.com/beta
yarn deploy:production  # charts.binary.com

Deploy to Github Pages

As ChartIQ license is tied to the binary.com domain name, we provide developers with a binary.sx to test out the library on their Github Pages.

For each feature/fix you want to add we recommend you deploy an instance of SmartCharts for it (e.g. brucebinary.binary.sx/featureA, brucebinary.binary.sx/featureB). To deploy SmartCharts to your github pages, you first need to setup your gh-pages branch:

1. Make sure you have a binary.sx subdomain pointed to your github.io page first (e.g. brucebinary.binary.sx -> brucebinary.github.io).
2. In your gh-pages branch, add a CNAME in your project root folder, and push that file to your branch, for example:

git checkout -b gh-pages origin/gh-pages # if you already checkout from remote execute: git checkout gh-pages
echo 'brucebinary.binary.sx' > CNAME # substitute with your domain
git add --all
git commit -m 'add CNAME'
git push origin gh-pages

Here on, to deploy a folder (e.g. myfoldername):

yarn build-travis && yarn gh-pages:folder myfoldername

Now you should be able to see your SmartCharts app on brucebinary.binary.sx/myfoldername.

Alternatively you can deploy directly to the domain itself (note that this erases all folders; could be useful for cleanup). In our example, the following command will deploy to brucebinary.binary.sx:

yarn build-travis && yarn gh-pages

Note: yarn build-travis will add hashing inside index.html; do not push those changes to git!