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feat(DISPLAY-001): add underlying mode switching

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This commit is contained in:
Bu5hm4nn
2026-03-28 21:44:32 +01:00
parent 24c74cacbd
commit 20f5086507
6 changed files with 584 additions and 7 deletions
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23
app/pages/hedge.py
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@@ -5,6 +5,7 @@ import logging
from fastapi.responses import RedirectResponse
from nicegui import ui
from app.domain.conversions import collateral_to_display_units, format_display_quantity, get_display_mode_label
from app.domain.portfolio_math import resolve_portfolio_spot_from_quote
from app.models.workspace import get_workspace_repository
from app.pages.common import (
@@ -121,16 +122,25 @@ async def _render_hedge_page(workspace_id: str | None = None) -> None:
)
updated_label = f"Quote timestamp: {quote_updated_at}" if quote_updated_at else "Quote timestamp: unavailable"
# Get underlying for display
# Get underlying and display mode for display
underlying = "GLD"
display_mode = "GLD"
display_label = "GLD Shares"
if workspace_id:
try:
repo = get_workspace_repository()
config = repo.load_portfolio_config(workspace_id)
underlying = config.underlying or "GLD"
display_mode = config.display_mode or "GLD"
display_label = get_display_mode_label(display_mode)
except Exception:
pass
# Compute display unit values
collateral_qty, collateral_unit = collateral_to_display_units(
float(portfolio.get("gold_units", 0.0)), display_mode
)
with dashboard_page(
"Hedge Analysis",
f"Compare hedge structures across scenarios, visualize cost-benefit tradeoffs, and inspect net equity impacts for {underlying}.",
@@ -138,7 +148,10 @@ async def _render_hedge_page(workspace_id: str | None = None) -> None:
workspace_id=workspace_id,
):
with ui.row().classes("w-full items-center justify-between gap-4 max-md:flex-col max-md:items-start"):
ui.label(f"Active underlying: {underlying}").classes("text-sm text-slate-500 dark:text-slate-400")
ui.label(
f"Active underlying: {underlying} · Display mode: {display_label} · "
f"Collateral: {format_display_quantity(collateral_qty, collateral_unit)} {collateral_unit}"
).classes("text-sm text-slate-500 dark:text-slate-400")
left_pane, right_pane = split_page_panes(
left_testid="hedge-left-pane",
@@ -249,11 +262,15 @@ async def _render_hedge_page(workspace_id: str | None = None) -> None:
"text-sm text-slate-500 dark:text-slate-400"
)
ui.label(strategy["description"]).classes("text-sm text-slate-600 dark:text-slate-300")
# Compute display unit values for summary
collateral_qty, collateral_unit = collateral_to_display_units(
float(portfolio.get("gold_units", 0.0)), display_mode
)
with ui.grid(columns=1).classes("w-full gap-4 sm:grid-cols-2 lg:grid-cols-1 xl:grid-cols-2"):
cards = [
("Start value", f"${portfolio['gold_value']:,.0f}"),
("Start price", f"${portfolio['spot_price']:,.2f}/oz"),
("Weight", f"{portfolio['gold_units']:,.0f} oz"),
("Weight", f"{format_display_quantity(collateral_qty, collateral_unit)} {collateral_unit}"),
("Loan amount", f"${portfolio['loan_amount']:,.0f}"),
("Margin call LTV", f"{portfolio['margin_call_ltv']:.1%}"),
("Monthly hedge budget", f"${portfolio['hedge_budget']:,.0f}"),