# GammaDesk Implementation Notes

## Editing guide

Start here for common changes:

| Task | File |
|---|---|
| Add a dashboard metric | `client/src/pages/dashboard.tsx` |
| Change the GEX chart | `client/src/components/gex-chart.tsx` |
| Change mock symbols or calculations | `server/marketData.ts` |
| Add an API route | `server/routes.ts` |
| Wire ORATS endpoints | `server/oratsClient.ts` |
| Change shared response shapes | `shared/schema.ts` |
| Change theme colors | `client/src/index.css` |
| Add app navigation | `client/src/components/app-sidebar.tsx` and `client/src/App.tsx` |

## Build order for future work

1. Update shared types in `shared/schema.ts`.
2. Update backend route or calculation logic.
3. Update frontend query and UI.
4. Run `npm run check`.
5. Run `npm run build`.
6. Test key screens: Dashboard, Gamma Levels, Expiry Matrix, Screener, Settings.

## ORATS wiring checklist

- Add HTTP helpers to `server/oratsClient.ts`.
- Inject `ORATS_API_KEY` as a `token` query parameter server-side.
- Support `ORATS_MODE`: delayed, live, intraday.
- Implement typed methods:
  - `getTickers`
  - `getExpirations`
  - `getStrikes`
  - `getStrikesByExpiry`
  - `getMoniesImplied`
  - `getSummaries`
  - `getIvRank`
- Add normalizers from ORATS fields to GammaDesk models.
- Add short-lived cache per symbol and endpoint.
- Log missing fields without breaking the whole dashboard.
- Preserve mock fallback for local development.

## Calculation roadmap

Current MVP:

- Per-strike call and put GEX
- Net GEX
- Call wall
- Put wall
- HVL approximation by cumulative net-GEX crossing
- Expiration standalone/cumulative views

Next accuracy upgrade:

- Recalculate total gamma across a hypothetical spot grid.
- Find true zero-gamma crossing from the spot grid.
- Add transition zones around HVL.
- Add C1/P1 through C6/P6 ranked wall levels.
- Add absolute GEX levels Ab1 through Ab10.

## Product roadmap

1. Real ORATS connector.
2. Dedicated `/api/nt8/levels/:symbol` endpoint.
3. Watchlists and saved symbol groups.
4. Alerts when price nears HVL, call wall, or put wall.
5. Multi-user accounts and billing only after data licensing is clarified.