feat(PORT-004C): seed workspace routes from portfolio settings

This commit is contained in:
Bu5hm4nn
2026-03-24 21:14:09 +01:00
parent 2cbe4f274d
commit 5ac66ea97b
8 changed files with 350 additions and 51 deletions

View File

@@ -6,6 +6,7 @@ from typing import Any
from nicegui import ui
from app.models.portfolio import PortfolioConfig
from app.services.strategy_templates import StrategyTemplateService
NAV_ITEMS: list[tuple[str, str, str]] = [
@@ -23,10 +24,10 @@ 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"),
("hedge", f"/{workspace_id}/hedge", "Hedge Analysis"),
("options", "/options", "Options Chain"),
("backtests", "/backtests", "Backtests"),
("event-comparison", "/event-comparison", "Event Comparison"),
("backtests", f"/{workspace_id}/backtests", "Backtests"),
("event-comparison", f"/{workspace_id}/event-comparison", "Event Comparison"),
("settings", f"/{workspace_id}/settings", "Settings"),
]
@@ -35,22 +36,33 @@ def demo_spot_price() -> float:
return 215.0
def portfolio_snapshot() -> dict[str, float]:
gold_units = 1_000.0
spot = demo_spot_price()
gold_value = gold_units * spot
loan_amount = 145_000.0
margin_call_ltv = 0.75
def portfolio_snapshot(config: PortfolioConfig | None = None) -> dict[str, float]:
if config is None:
gold_units = 1_000.0
spot = demo_spot_price()
gold_value = gold_units * spot
loan_amount = 145_000.0
margin_call_ltv = 0.75
hedge_budget = 8_000.0
else:
gold_units = float(config.gold_ounces or 0.0)
spot = float(config.entry_price or 0.0)
gold_value = float(config.gold_value or gold_units * spot)
loan_amount = float(config.loan_amount)
margin_call_ltv = float(config.margin_threshold)
hedge_budget = float(config.monthly_budget)
return {
"gold_value": gold_value,
"loan_amount": loan_amount,
"ltv_ratio": loan_amount / gold_value,
"net_equity": gold_value - loan_amount,
"spot_price": spot,
"gold_units": gold_units,
"margin_call_ltv": margin_call_ltv,
"margin_call_price": loan_amount / (margin_call_ltv * gold_units),
"cash_buffer": 18_500.0,
"hedge_budget": 8_000.0,
"hedge_budget": hedge_budget,
}
@@ -122,12 +134,17 @@ def option_chain() -> list[dict[str, Any]]:
return rows
def strategy_metrics(strategy_name: str, scenario_pct: int) -> dict[str, Any]:
def strategy_metrics(
strategy_name: str,
scenario_pct: int,
*,
portfolio: dict[str, Any] | None = None,
) -> dict[str, Any]:
strategy = next(
(item for item in strategy_catalog() if item["name"] == strategy_name),
strategy_catalog()[0],
)
portfolio = portfolio_snapshot()
portfolio = portfolio or portfolio_snapshot()
spot = float(portfolio["spot_price"])
underlying_units = portfolio["gold_value"] / spot
loan_amount = float(portfolio["loan_amount"])
@@ -209,6 +226,21 @@ def dashboard_page(title: str, subtitle: str, current: str, workspace_id: str |
yield container
def render_workspace_recovery(title: str = "Workspace not found", message: str | None = None) -> None:
resolved_message = message or "The requested workspace is unavailable. Start a new workspace or return to the welcome page."
with ui.column().classes("mx-auto mt-24 w-full max-w-2xl gap-6 px-6 text-center"):
ui.icon("folder_off").classes("mx-auto text-6xl text-slate-400")
ui.label(title).classes("text-3xl font-bold text-slate-900 dark:text-slate-50")
ui.label(resolved_message).classes("text-base text-slate-500 dark:text-slate-400")
with ui.row().classes("mx-auto gap-3"):
ui.link("Get started", "/workspaces/bootstrap").classes(
"rounded-lg bg-slate-900 px-5 py-3 text-sm font-semibold text-white no-underline dark:bg-slate-100 dark:text-slate-900"
)
ui.link("Go to welcome page", "/").classes(
"rounded-lg border border-slate-300 px-5 py-3 text-sm font-semibold text-slate-700 no-underline dark:border-slate-700 dark:text-slate-200"
)
def recommendation_style(tone: str) -> str:
return {
"positive": "border-emerald-200 bg-emerald-50 dark:border-emerald-900/60 dark:bg-emerald-950/30",