fix: restore workspace nav and correct overview spot fallback
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@@ -23,6 +23,10 @@ def nav_items(workspace_id: str | None = None) -> list[tuple[str, str, str]]:
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return NAV_ITEMS
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return [
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("overview", f"/{workspace_id}", "Overview"),
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("hedge", "/hedge", "Hedge Analysis"),
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("options", "/options", "Options Chain"),
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("backtests", "/backtests", "Backtests"),
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("event-comparison", "/event-comparison", "Event Comparison"),
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("settings", f"/{workspace_id}/settings", "Settings"),
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]
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@@ -15,6 +15,22 @@ from app.services.runtime import get_data_service
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_DEFAULT_CASH_BUFFER = 18_500.0
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def _resolve_overview_spot(config, quote: dict[str, object]) -> tuple[float, str, str]:
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configured_price = float(config.entry_price or 0.0)
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quote_price = float(quote.get("price", configured_price or 0.0) or 0.0)
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quote_source = str(quote.get("source", "unknown"))
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quote_updated_at = str(quote.get("updated_at", ""))
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if configured_price > 0 and quote_price > 0:
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ratio = max(configured_price / quote_price, quote_price / configured_price)
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if ratio > 1.5:
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return configured_price, "configured_entry_price", ""
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if quote_price > 0:
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return quote_price, quote_source, quote_updated_at
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return configured_price, "configured_entry_price", ""
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def _format_timestamp(value: str | None) -> str:
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if not value:
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return "Unavailable"
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@@ -96,20 +112,24 @@ async def overview_page(workspace_id: str) -> None:
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data_service = get_data_service()
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symbol = data_service.default_symbol
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quote = await data_service.get_quote(symbol)
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overview_spot_price, overview_source, overview_updated_at = _resolve_overview_spot(config, quote)
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portfolio = build_portfolio_alert_context(
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config,
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spot_price=float(quote.get("price", float(config.entry_price or 0.0))),
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source=str(quote.get("source", "unknown")),
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updated_at=str(quote.get("updated_at", "")),
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spot_price=overview_spot_price,
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source=overview_source,
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updated_at=overview_updated_at,
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)
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configured_gold_value = float(config.gold_value or 0.0)
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portfolio["cash_buffer"] = max(float(portfolio["gold_value"]) - configured_gold_value, 0.0) + _DEFAULT_CASH_BUFFER
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portfolio["hedge_budget"] = float(config.monthly_budget)
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alert_status = AlertService().evaluate(config, portfolio)
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quote_status = (
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f"Live quote source: {portfolio['quote_source']} · "
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f"Last updated {_format_timestamp(str(portfolio['quote_updated_at']))}"
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)
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if portfolio["quote_source"] == "configured_entry_price":
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quote_status = "Live quote source: configured entry price fallback · Last updated Unavailable"
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else:
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quote_status = (
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f"Live quote source: {portfolio['quote_source']} · "
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f"Last updated {_format_timestamp(str(portfolio['quote_updated_at']))}"
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)
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with dashboard_page(
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"Overview",
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@@ -97,17 +97,34 @@ def test_homepage_and_options_page_render() -> None:
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expect(page.locator("text=Settings").first).to_be_visible(timeout=15000)
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expect(page.locator("text=Collateral entry basis").first).to_be_visible(timeout=15000)
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expect(page.locator("text=Entry price ($/oz)").first).to_be_visible(timeout=15000)
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page.get_by_label("Collateral entry basis").click()
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page.get_by_text("Gold weight + entry price", exact=True).click()
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page.get_by_label("Entry price ($/oz)").fill("4400")
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page.get_by_label("Gold weight (oz)").fill("220")
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budget_input = page.get_by_label("Monthly hedge budget ($)")
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budget_input.fill("12345")
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page.get_by_role("button", name="Save settings").click()
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expect(page.locator("text=Settings saved successfully").first).to_be_visible(timeout=15000)
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page.reload(wait_until="domcontentloaded", timeout=30000)
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expect(page.get_by_label("Monthly hedge budget ($)")).to_have_value("12345")
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expect(page.get_by_label("Entry price ($/oz)")).to_have_value("4400")
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settings_text = page.locator("body").inner_text(timeout=15000)
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assert "RuntimeError" not in settings_text
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assert "Server error" not in settings_text
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page.screenshot(path=str(ARTIFACTS / "settings.png"), full_page=True)
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page.goto(workspace_url, wait_until="domcontentloaded", timeout=30000)
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overview_text = page.locator("body").inner_text(timeout=15000)
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assert "Hedge Analysis" in overview_text
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assert "Options Chain" in overview_text
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assert "Backtests" in overview_text
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assert "Event Comparison" in overview_text
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assert "Live quote source: configured entry price fallback" in overview_text
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assert "$878.79" in overview_text
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assert "$968,000.00" in overview_text
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assert "$823,000.00" in overview_text
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second_context = browser.new_context(viewport={"width": 1440, "height": 1000})
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second_page = second_context.new_page()
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second_page.goto(BASE_URL, wait_until="domcontentloaded", timeout=30000)
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26
tests/test_overview_workspace.py
Normal file
26
tests/test_overview_workspace.py
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@@ -0,0 +1,26 @@
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from __future__ import annotations
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from app.models.portfolio import PortfolioConfig
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from app.pages.overview import _resolve_overview_spot
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from app.services.alerts import build_portfolio_alert_context
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def test_overview_falls_back_to_configured_entry_price_when_live_quote_units_do_not_match() -> None:
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config = PortfolioConfig(entry_price=4400.0, gold_ounces=220.0, entry_basis_mode="weight", loan_amount=145000.0)
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spot_price, source, updated_at = _resolve_overview_spot(
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config,
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{"price": 404.19, "source": "yfinance", "updated_at": "2026-03-24T00:00:00+00:00"},
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)
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portfolio = build_portfolio_alert_context(
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config,
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spot_price=spot_price,
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source=source,
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updated_at=updated_at,
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)
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assert spot_price == 4400.0
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assert source == "configured_entry_price"
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assert portfolio["gold_value"] == 968000.0
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assert portfolio["net_equity"] == 823000.0
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assert round(float(portfolio["margin_call_price"]), 2) == 878.79
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