fix: restore workspace nav and correct overview spot fallback

app/pages/common.py

@@ -23,6 +23,10 @@ def nav_items(workspace_id: str | None = None) -> list[tuple[str, str, str]]:
         return NAV_ITEMS
     return [
         ("overview", f"/{workspace_id}", "Overview"),
+        ("hedge", "/hedge", "Hedge Analysis"),
+        ("options", "/options", "Options Chain"),
+        ("backtests", "/backtests", "Backtests"),
+        ("event-comparison", "/event-comparison", "Event Comparison"),
         ("settings", f"/{workspace_id}/settings", "Settings"),
     ]
 

app/pages/overview.py

@@ -15,6 +15,22 @@ from app.services.runtime import get_data_service
 _DEFAULT_CASH_BUFFER = 18_500.0
 
 
+def _resolve_overview_spot(config, quote: dict[str, object]) -> tuple[float, str, str]:
+    configured_price = float(config.entry_price or 0.0)
+    quote_price = float(quote.get("price", configured_price or 0.0) or 0.0)
+    quote_source = str(quote.get("source", "unknown"))
+    quote_updated_at = str(quote.get("updated_at", ""))
+
+    if configured_price > 0 and quote_price > 0:
+        ratio = max(configured_price / quote_price, quote_price / configured_price)
+        if ratio > 1.5:
+            return configured_price, "configured_entry_price", ""
+
+    if quote_price > 0:
+        return quote_price, quote_source, quote_updated_at
+    return configured_price, "configured_entry_price", ""
+
+
 def _format_timestamp(value: str | None) -> str:
     if not value:
         return "Unavailable"
@@ -96,16 +112,20 @@ async def overview_page(workspace_id: str) -> None:
     data_service = get_data_service()
     symbol = data_service.default_symbol
     quote = await data_service.get_quote(symbol)
+    overview_spot_price, overview_source, overview_updated_at = _resolve_overview_spot(config, quote)
     portfolio = build_portfolio_alert_context(
         config,
-        spot_price=float(quote.get("price", float(config.entry_price or 0.0))),
+        spot_price=overview_spot_price,
-        source=str(quote.get("source", "unknown")),
+        source=overview_source,
-        updated_at=str(quote.get("updated_at", "")),
+        updated_at=overview_updated_at,
     )
     configured_gold_value = float(config.gold_value or 0.0)
     portfolio["cash_buffer"] = max(float(portfolio["gold_value"]) - configured_gold_value, 0.0) + _DEFAULT_CASH_BUFFER
     portfolio["hedge_budget"] = float(config.monthly_budget)
     alert_status = AlertService().evaluate(config, portfolio)
+    if portfolio["quote_source"] == "configured_entry_price":
+        quote_status = "Live quote source: configured entry price fallback · Last updated Unavailable"
+    else:
         quote_status = (
             f"Live quote source: {portfolio['quote_source']} · "
             f"Last updated {_format_timestamp(str(portfolio['quote_updated_at']))}"

tests/test_e2e_playwright.py

@@ -97,17 +97,34 @@ def test_homepage_and_options_page_render() -> None:
         expect(page.locator("text=Settings").first).to_be_visible(timeout=15000)
         expect(page.locator("text=Collateral entry basis").first).to_be_visible(timeout=15000)
         expect(page.locator("text=Entry price ($/oz)").first).to_be_visible(timeout=15000)
+
+        page.get_by_label("Collateral entry basis").click()
+        page.get_by_text("Gold weight + entry price", exact=True).click()
+        page.get_by_label("Entry price ($/oz)").fill("4400")
+        page.get_by_label("Gold weight (oz)").fill("220")
         budget_input = page.get_by_label("Monthly hedge budget ($)")
         budget_input.fill("12345")
         page.get_by_role("button", name="Save settings").click()
         expect(page.locator("text=Settings saved successfully").first).to_be_visible(timeout=15000)
         page.reload(wait_until="domcontentloaded", timeout=30000)
         expect(page.get_by_label("Monthly hedge budget ($)")).to_have_value("12345")
+        expect(page.get_by_label("Entry price ($/oz)")).to_have_value("4400")
         settings_text = page.locator("body").inner_text(timeout=15000)
         assert "RuntimeError" not in settings_text
         assert "Server error" not in settings_text
         page.screenshot(path=str(ARTIFACTS / "settings.png"), full_page=True)
 
+        page.goto(workspace_url, wait_until="domcontentloaded", timeout=30000)
+        overview_text = page.locator("body").inner_text(timeout=15000)
+        assert "Hedge Analysis" in overview_text
+        assert "Options Chain" in overview_text
+        assert "Backtests" in overview_text
+        assert "Event Comparison" in overview_text
+        assert "Live quote source: configured entry price fallback" in overview_text
+        assert "$878.79" in overview_text
+        assert "$968,000.00" in overview_text
+        assert "$823,000.00" in overview_text
+
         second_context = browser.new_context(viewport={"width": 1440, "height": 1000})
         second_page = second_context.new_page()
         second_page.goto(BASE_URL, wait_until="domcontentloaded", timeout=30000)

tests/test_overview_workspace.py

@@ -0,0 +1,26 @@
+from __future__ import annotations
+
+from app.models.portfolio import PortfolioConfig
+from app.pages.overview import _resolve_overview_spot
+from app.services.alerts import build_portfolio_alert_context
+
+
+def test_overview_falls_back_to_configured_entry_price_when_live_quote_units_do_not_match() -> None:
+    config = PortfolioConfig(entry_price=4400.0, gold_ounces=220.0, entry_basis_mode="weight", loan_amount=145000.0)
+
+    spot_price, source, updated_at = _resolve_overview_spot(
+        config,
+        {"price": 404.19, "source": "yfinance", "updated_at": "2026-03-24T00:00:00+00:00"},
+    )
+    portfolio = build_portfolio_alert_context(
+        config,
+        spot_price=spot_price,
+        source=source,
+        updated_at=updated_at,
+    )
+
+    assert spot_price == 4400.0
+    assert source == "configured_entry_price"
+    assert portfolio["gold_value"] == 968000.0
+    assert portfolio["net_equity"] == 823000.0
+    assert round(float(portfolio["margin_call_price"]), 2) == 878.79