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feat(PORTFOLIO-003): add premium and spread for physical gold positions

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Bu5hm4nn
2026-03-28 23:53:46 +01:00
parent 0e972e9dd6
commit bb06fa7e80
4 changed files with 429 additions and 0 deletions
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26
app/pages/settings.py
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@@ -400,6 +400,26 @@ def settings_page(workspace_id: str) -> None:
label="Cost period",
).classes("w-full")
ui.separator().classes("my-3")
ui.label("Premium & Spread (optional)").classes("text-sm font-semibold text-slate-700 dark:text-slate-300")
ui.label("For physical gold, accounts for dealer markup and bid/ask spread.").classes("text-xs text-slate-500 dark:text-slate-400 mb-2")
pos_purchase_premium = ui.number(
"Purchase premium over spot (%)",
value=0.0,
min=0.0,
max=100.0,
step=0.1,
).classes("w-full")
pos_bid_ask_spread = ui.number(
"Bid/ask spread on exit (%)",
value=0.0,
min=0.0,
max=100.0,
step=0.1,
).classes("w-full")
with ui.row().classes("w-full gap-3 mt-4"):
ui.button("Cancel", on_click=lambda: add_position_dialog.close()).props("outline")
ui.button("Add Position", on_click=lambda: add_position_from_form()).props("color=primary")
@@ -411,6 +431,10 @@ def settings_page(workspace_id: str) -> None:
storage_cost_basis_val = float(pos_storage_cost_basis.value)
storage_cost_basis = Decimal(str(storage_cost_basis_val)) if storage_cost_basis_val > 0 else None
storage_cost_period = str(pos_storage_cost_period.value) if storage_cost_basis else None
purchase_premium_val = float(pos_purchase_premium.value)
purchase_premium = Decimal(str(purchase_premium_val / 100)) if purchase_premium_val > 0 else None
bid_ask_spread_val = float(pos_bid_ask_spread.value)
bid_ask_spread = Decimal(str(bid_ask_spread_val / 100)) if bid_ask_spread_val > 0 else None
new_position = Position(
id=uuid4(),
@@ -420,6 +444,8 @@ def settings_page(workspace_id: str) -> None:
entry_price=Decimal(str(pos_entry_price.value)),
entry_date=date.fromisoformat(str(pos_entry_date.value)),
entry_basis_mode="weight",
purchase_premium=purchase_premium,
bid_ask_spread=bid_ask_spread,
notes=str(pos_notes.value or ""),
storage_cost_basis=storage_cost_basis,
storage_cost_period=storage_cost_period,