facioquo · DaveSkender · May 19, 2026 · May 15, 2026 · May 15, 2026 · May 15, 2026
diff --git a/.claude/agents b/.claude/agents
diff --git a/.claude/skills b/.claude/skills
diff --git a/.editorconfig b/.editorconfig
@@ -14,6 +14,7 @@ double_quote_style = double       # Use double quotes for strings
 
 # Markdown files
 [*.md]
+max_line_length = off
 trim_trailing_whitespace = false
 
 # JSON, XML, and .NET projects
@@ -30,6 +31,7 @@ end_of_line = crlf                # Use CRLF for Windows specific files
 indent_size = 4                   # Use 4 spaces for .NET files
 tab_width = 4                     # Set tab width to 4 spaces
 
+# .NET and C# style and code analyis settings
 dotnet_sort_system_directives_first = true               # Place System.* usings before others
 dotnet_separate_import_directive_groups = false          # Don't add blank lines between using directives
 dotnet_style_prefer_single_quotes = false:suggestion     # Prefer double quotes
@@ -44,5 +46,5 @@ csharp_style_expression_bodied_methods = true:silent     # Allow expression-bodi
 csharp_style_expression_bodied_properties = true:silent  # Allow expression-bodied properties
 
 # Diagnostic overrides
-dotnet_diagnostic.IDE0058.severity = none     # Disable "use '_' discard" value warnings
-dotnet_diagnostic.CA1873.severity = warning   # Avoid potentially expensive logging
+dotnet_diagnostic.IDE0058.severity = none                # Disable "use '_' discard" value warnings
+dotnet_diagnostic.CA1873.severity = warning              # Avoid potentially expensive logging
diff --git a/.vscode/tasks.json b/.vscode/tasks.json
@@ -49,7 +49,7 @@
       "label": "Install: Packages (pnpm)",
       "detail": "Restore Node.js packages across workspaces",
       "type": "shell",
-      "command": "pnpm install"
+      "command": "pnpm install --config.confirmModulesPurge=false"
     },
     {
       "label": "Install: Packages (NuGet)",
@@ -74,7 +74,7 @@
       "label": "Update: Angular packages (client)",
       "detail": "Update dependencies using Angular CLI for the client website.",
       "type": "shell",
-      "command": "pnpm --filter @stock-charts/client exec ng update @angular/cli @angular/core @angular/material angular-eslint --allow-dirty"
+      "command": "pnpm --filter @stock-charts/client run ng -- update @angular/cli @angular/core @angular/material angular-eslint --allow-dirty"
     },
     {
       "label": "Update: Node packages",
@@ -241,12 +241,19 @@
     },
     {
       "label": "Test: All tests",
-      "detail": "Run Website and Backend .NET unit tests",
-      "dependsOn": ["Test: Website", "Test: Backend .NET"],
+      "detail": "Run all unit tests: Website, Libs, and Backend .NET",
+      "dependsOn": ["Test: Website", "Test: Libs", "Test: Backend .NET"],
       "dependsOrder": "parallel",
       "group": "test",
       "problemMatcher": "$msCompile"
     },
+    {
+      "label": "Test: Libs",
+      "detail": "Run Vitest unit tests for chartjs-financial and indy-charts libraries",
+      "type": "shell",
+      "command": "pnpm run test:libs",
+      "group": "test"
+    },
     {
       "label": "Test: Website",
       "detail": "Run Angular unit tests",

diff --git a/AGENTS.md b/AGENTS.md
@@ -22,13 +22,14 @@ stock-charts/
 ├── client/                   # Angular frontend
 │   ├── src/
 │   │   ├── app/              # Angular components and services
-│   │   ├── chartjs/          # Chart.js extensions
-│   │   │   └── financial/    # Financial chart types (candlestick, OHLC)
 │   │   ├── environments/     # Environment configs
 │   │   └── styles/           # SCSS stylesheets
 │   ├── angular.json          # Angular config
 │   ├── tsconfig.json         # TypeScript config
 │   └── package.json          # Frontend dependencies
+├── libs/                     # Shared TypeScript libraries
+│   ├── chartjs-financial/    # Chart.js financial chart types (candlestick, OHLC, volume)
+│   └── indy-charts/          # Reusable financial indicator charts library
 ├── server/                   # .NET backend
 │   ├── Functions/            # Azure Functions
 │   ├── WebApi/               # REST API endpoints
@@ -44,16 +45,15 @@ stock-charts/
 ## Commands
 
 ```bash
-# Setup (automated - all platforms)
-bash scripts/setup-environment.sh  # Auto-detects OS and installs prerequisites
-# Or use VS Code: Ctrl+Shift+P → "Tasks: Run Task" → "Setup: Dev environment"
+# Setup
+# VS Code: Ctrl+Shift+P → "Tasks: Run Task" → "Setup: Dev environment"
 
 # Install dependencies
 pnpm install                   # Install all workspace dependencies
 
 # Development
-pnpm start                     # Start Angular dev server (http://localhost:4200)
-pnpm run azure:start          # Start Azurite storage emulator
+pnpm start                         # Start Angular dev server (http://localhost:4200)
+pnpm run azure:start               # Start Azurite storage emulator
 cd server/Functions && func start  # Start Azure Functions (http://localhost:7071)
 cd server/WebApi && dotnet run     # Start Web API (https://localhost:5001)
 
@@ -192,9 +192,9 @@ public class Service
 
 - **Angular v21**: Standalone components, signals-based reactivity, modern control flow (`@if`, `@for`, `@switch`)
 - **TypeScript**: Strict mode enabled, comprehensive type safety
-- **Chart.js v4+**: Financial chart extensions in `client/src/chartjs/financial/` (candlestick, OHLC, volume)
+- **Chart.js v4+**: Financial chart types in `libs/chartjs-financial/`; bundled into `@facioquo/indy-charts` dist
 - **Angular Material v21**: UI component library for consistent design
-- **pnpm workspaces**: Unified dependency management (root + client workspace)
+- **pnpm workspaces**: Unified dependency management across root and all workspace packages
 
 Client-side project dependencies are strictly in this direction only: client → indy-charts → chartjs-financial
 
@@ -208,15 +208,15 @@ Client-side project dependencies are strictly in this direction only: client →
 
 ### Financial charts integration
 
-Financial chart types (`candlestick`, `ohlc`, `volume`) are integrated as typed Chart.js extensions:
+Financial chart types (`candlestick`, `ohlc`, `volume`) are maintained in `libs/chartjs-financial/` and bundled into `@facioquo/indy-charts`:
 
-- **Location**: `client/src/chartjs/financial/`
-- **Registration**: `registerFinancialCharts()` called from `main.ts`
+- **Location**: `libs/chartjs-financial/`
+- **Registration**: `setupIndyCharts()` called from `main.ts`; `registerFinancialCharts()` is an internal detail of `@facioquo/indy-charts`
 - **Data shape**: OHLC points as `{ x: timestamp, o, h, l, c }`
 - **Theming**: `getFinancialPalette()` and `applyFinancialElementTheme()`
 - **Factories**: `buildCandlestickDataset()`, `buildVolumeDataset()`, `buildFinancialChartOptions()`
 - **Performance**: For 5k-10k candles, disable animations, use non-intersecting tooltip mode
-- **Attribution**: Derived from [chartjs-chart-financial](https://github.com/chartjs/chartjs-chart-financial)
+- **Attribution**: Derived from [chartjs/chartjs-chart-financial](https://github.com/chartjs/chartjs-chart-financial)
 
 ## Boundaries
 
@@ -268,7 +268,7 @@ Financial chart types (`candlestick`, `ohlc`, `volume`) are integrated as typed
 
 One-time setup:
 
-1. **Setup**: Run `bash scripts/setup-environment.sh` or VS Code task "Setup: Dev environment"
+1. **Setup**: VS Code task "Setup: Dev environment"
 2. **Install**: Run `pnpm install` from root
 3. **Credentials** (optional): Configure Alpaca API credentials for real-time quote updates
    - See [server/Functions/README.md](server/Functions/README.md) for configuration options

diff --git a/README.md b/README.md
@@ -18,7 +18,7 @@ This repo and charting tool is primarily intended to demonstrate the [Stock Indi
 
 - [Git](https://git-scm.com/)
 - [Node.js](https://nodejs.org/) (v24 LTS or later)
-- [pnpm](https://pnpm.io/) (v10 LTS or later) - Installed via platform package managers:
+- [pnpm](https://pnpm.io/) (v11 or later) - Installed via platform package managers:
   - **macOS**: Homebrew (`brew install pnpm`)
   - **Windows**: winget (`winget install pnpm.pnpm`)
   - **Linux**: Corepack (`corepack enable && corepack prepare pnpm --activate`)
@@ -27,13 +27,7 @@ This repo and charting tool is primarily intended to demonstrate the [Stock Indi
 - [Azure Functions Core Tools](https://learn.microsoft.com/azure/azure-functions/functions-run-local) (v4) - **Required for backend development**
 - [Visual Studio Code](https://code.visualstudio.com/) (recommended) or [Visual Studio](http://visualstudio.com)
 
-**Quick setup (all platforms):**
-
-```bash
-bash scripts/setup-environment.sh
-```
-
-For manual setup, install the prerequisites above with the listed package managers, then run `pnpm install` from the repository root.
+After installing the prerequisites above, run `pnpm install` from the repository root.
 
 **Note:** Azure Functions Core Tools is essential for running the backend Azure Functions locally (`func start` command) and must be [installed separately](https://learn.microsoft.com/azure/azure-functions/functions-run-local#install-the-azure-functions-core-tools) on Linux.
 
@@ -62,7 +56,7 @@ pnpm start  # Terminal 4: Angular dev server
 
 Financial chart support (`candlestick`, `ohlc`) is integrated as typed, modular Chart.js workspace packages under `libs/chartjs-financial` and `libs/indy-charts`.
 
-- Register once at startup with `registerFinancialCharts()` (already called from `client/src/main.ts`).
+- Register once at startup with `setupIndyCharts()` (already called from `client/src/main.ts`).
 - Use OHLC data points in `{ x, o, h, l, c }` shape where `x` is a timestamp.
 - Theme candle/volume colors via `getFinancialPalette()` + `applyFinancialElementTheme()`.
 - Use factories (`buildCandlestickDataset`, `buildVolumeDataset`, `buildFinancialChartOptions`) for consistent typed chart config.

diff --git a/client/package.json b/client/package.json
@@ -2,7 +2,7 @@
   "name": "@stock-charts/client",
   "description": "Angular frontend for stock charts application",
   "type": "module",
-  "packageManager": "pnpm@10.33.2",
+  "packageManager": "pnpm@11.1.2",
   "scripts": {
     "ng": "ng",
     "start": "ng serve --open --hmr",
@@ -25,20 +25,20 @@
     "clean": "rm -rf .angular coverage dist node_modules test-results"
   },
   "dependencies": {
-    "@angular/animations": "~21.2.10",
-    "@angular/cdk": "~21.2.8",
-    "@angular/common": "~21.2.10",
-    "@angular/compiler": "~21.2.10",
-    "@angular/core": "~21.2.10",
-    "@angular/forms": "~21.2.10",
-    "@angular/material": "~21.2.8",
-    "@angular/platform-browser": "~21.2.10",
-    "@angular/platform-browser-dynamic": "~21.2.10",
-    "@angular/router": "~21.2.10",
-    "@angular/service-worker": "~21.2.10",
+    "@angular/animations": "~21.2.13",
+    "@angular/cdk": "~21.2.11",
+    "@angular/common": "~21.2.13",
+    "@angular/compiler": "~21.2.13",
+    "@angular/core": "~21.2.13",
+    "@angular/forms": "~21.2.13",
+    "@angular/material": "~21.2.11",
+    "@angular/platform-browser": "~21.2.13",
+    "@angular/platform-browser-dynamic": "~21.2.13",
+    "@angular/router": "~21.2.13",
+    "@angular/service-worker": "~21.2.13",
     "@ctrl/tinycolor": "^4.2.0",
     "@facioquo/indy-charts": "workspace:*",
-    "@ng-matero/extensions": "~21.3.0",
+    "@ng-matero/extensions": "~21.3.1",
     "chart.js": "~4.5.1",
     "chartjs-adapter-date-fns": "^3.0.0",
     "chartjs-plugin-annotation": "^3.1.0",
@@ -47,24 +47,24 @@
     "rxjs": "~7.8.2",
     "tslib": "^2.8.1",
     "uuid": "^14.0.0",
-    "zone.js": "~0.16.1"
+    "zone.js": "~0.16.2"
   },
   "devDependencies": {
-    "@angular/build": "~21.2.8",
-    "@angular/cli": "~21.2.8",
-    "@angular/compiler-cli": "~21.2.10",
+    "@angular/build": "~21.2.11",
+    "@angular/cli": "~21.2.11",
+    "@angular/compiler-cli": "~21.2.13",
     "@eslint/js": "^10.0.1",
-    "@types/node": "^25.6.0",
-    "@vitest/coverage-v8": "^4.1.5",
-    "@vitest/eslint-plugin": "^1.6.16",
-    "angular-eslint": "~21.3.1",
-    "eslint": "^10.2.1",
+    "@types/node": "^25.8.0",
+    "@vitest/coverage-v8": "^4.1.6",
+    "@vitest/eslint-plugin": "^1.6.17",
+    "angular-eslint": "~21.4.0",
+    "eslint": "^10.4.0",
     "eslint-config-prettier": "^10.1.8",
     "eslint-plugin-prettier": "^5.5.5",
-    "jiti": "^2.6.1",
-    "jsdom": "^29.1.0",
+    "jiti": "^2.7.0",
+    "jsdom": "^29.1.1",
     "typescript": "~5.9.3",
-    "typescript-eslint": "^8.59.1",
-    "vitest": "^4.1.5"
+    "typescript-eslint": "^8.59.3",
+    "vitest": "^4.1.6"
   }
 }
diff --git a/docs/CONTRIBUTING.md b/docs/CONTRIBUTING.md
@@ -20,7 +20,7 @@ If you're using AI coding agents (GitHub Copilot, Claude, etc.), refer to [AGENT
 **All platforms:**
 
 - [Git](https://git-scm.com/) and [Node.js](https://nodejs.org/) (v24 LTS or later)
-- [pnpm](https://pnpm.io/) (v10 LTS or later) - Installed via platform package managers:
+- [pnpm](https://pnpm.io/) (v11 or later) - Installed via platform package managers:
   - **macOS**: Homebrew (`brew install pnpm`)
   - **Windows**: winget (`winget install pnpm.pnpm`)
   - **Linux**: Corepack (`corepack enable && corepack prepare pnpm --activate`)
@@ -31,90 +31,25 @@ If you're using AI coding agents (GitHub Copilot, Claude, etc.), refer to [AGENT
 
 **Note:** Azure Functions Core Tools is essential for running the backend Azure Functions locally (`func start` command). It is not installed automatically with Node or .NET SDK.
 
-### Platform-specific installation
+### Installation
 
-#### Quick setup (all platforms)
-
-Clone the repository and run the universal setup script that automatically detects your OS:
+Clone the repository and install dependencies:
 
 ```bash
 git clone https://github.com/facioquo/stock-charts.git
 cd stock-charts
-bash scripts/setup-environment.sh
-```
-
-Or use VS Code: `Ctrl+Shift+P` → "Tasks: Run Task" → "Setup: Dev environment"
-
-Manually install dependencies (alternative if not using the setup script):
-
-```bash
 pnpm install
 ```
 
-#### Platform-specific scripts
-
-**macOS** - `scripts/setup-macos.sh`
-
-Installs all prerequisites via [Homebrew](https://brew.sh/):
-
-- Node.js v24 LTS
-- .NET SDK v10
-- Azure Functions Core Tools v4
-- pnpm v10 LTS (via Homebrew)
-- Angular CLI (global via pnpm)
-
-```bash
-bash scripts/setup-macos.sh
-```
-
-**Linux** - `scripts/setup-environment.sh`
-
-Installs all prerequisites:
-
-- Node.js v24 LTS
-- .NET SDK v10.0
-- pnpm v10 LTS (via Corepack)
-- Angular CLI (global)
-
-```bash
-bash scripts/setup-environment.sh
-```
-
-**Note:** Azure Functions Core Tools must be installed manually on Linux. See the [installation guide](https://learn.microsoft.com/azure/azure-functions/functions-run-local#linux).
-
-**Windows** - `scripts/setup-windows.sh`
-
-Installs all prerequisites via winget (requires Git Bash for Windows):
-
-- Node.js v24 LTS
-- .NET SDK v10.0
-- Azure Functions Core Tools v4
-- pnpm v10 LTS (via winget)
-- Angular CLI (global via pnpm)
-
-```bash
-bash scripts/setup-windows.sh
-```
-
-**Note:** Requires [Git Bash for Windows](https://git-scm.com/downloads) and [winget (Windows Package Manager)](https://aka.ms/getwinget).
-
-**Alternative: WSL2** (recommended for Windows developers)
-
-Use [Windows Subsystem for Linux 2](https://learn.microsoft.com/windows/wsl/install) with the Linux setup script:
-
-```bash
-wsl --install
-# After WSL setup, run the universal script
-bash scripts/setup-environment.sh
-```
+Or use VS Code: `Ctrl+Shift+P` → "Tasks: Run Task" → "Setup: Dev environment"
 
 ### Verify installation
 
-After running the setup script or manual installation, verify all tools:
+After installation, verify all tools:
 
 ```bash
 node --version    # Should be v24+
-pnpm --version    # Should be 10+
+pnpm --version    # Should be 11+
 dotnet --version  # Should be 10.0+
 func --version    # Should be 4.x
 ```
@@ -133,7 +68,7 @@ pnpm install
 **Option 1: VS Code Tasks** (recommended)
 
 ```bash
-# Ctrl+Shift+P → "Tasks: Run Task" → "start-full-stack"
+# Ctrl+Shift+P → "Tasks: Run Task" → "Run: Full development stack"
 ```
 
 This starts all services: Azurite storage emulator, Azure Functions, Web API, and Angular dev server.