test: add Playwright browser tests and document test loop

- add real browser test for overview and options pages
- document engineering learnings in AGENTS.md
- commit NiceGUI header layout fix
- limit options initial expirations for faster first render

.gitignore

@@ -6,3 +6,6 @@ config/secrets.yaml
 data/cache/
 .idea/
 .vscode/
+.worktrees/
+tests/artifacts/
+secrets/

AGENTS.md

@@ -0,0 +1,52 @@
+# AGENTS.md
+
+## Engineering Rules
+
+1. **Always close the test loop.**
+   - Do not stop after code changes.
+   - Run the app locally.
+   - Run real tests against the running app.
+   - For UI work, prefer real browser tests (Playwright) over assumptions.
+   - Verify the exact route/page that changed.
+
+2. **Local Docker first, deploy later.**
+   - Use local Docker/OrbStack for fast feedback.
+   - Only deploy after local behavior is verified.
+
+3. **Browser-visible behavior beats log-only confidence.**
+   - A route returning HTML is not sufficient.
+   - Confirm page content renders and no runtime/500 error is visible.
+
+4. **When using parallel worktrees, preserve shared domain models.**
+   - New feature branches must not silently remove compatibility types used elsewhere.
+   - In this project, `LombardPortfolio` is still required by strategy/core modules.
+
+5. **Do not claim a feature is live unless the UI is wired to it.**
+   - Backend service existence is not enough.
+   - The rendered page must actually consume the live data path.
+
+## Project Learnings
+
+### NiceGUI layout constraint
+- `ui.header()` must be a top-level page layout element.
+- Do not nest `ui.header()` inside `ui.column()` or other containers.
+
+### Options page performance lesson
+- Loading all expiries/chains before first paint can make the page appear broken.
+- Prefer rendering fast, then loading data incrementally.
+
+### FastAPI/NiceGUI integration lesson
+- NiceGUI page handlers should not assume `request.app.state.*` is always the right access path for shared services.
+- Use an explicit runtime/service registry if needed.
+
+### Docker development lesson
+- Avoid mounting the whole repo over `/app` when the image contains required runtime scripts.
+- Mount narrower paths in dev (`./app`, `./config`) to preserve image-managed files like entrypoints.
+
+## Validation Checklist for UI Changes
+- [ ] Local Docker stack starts cleanly
+- [ ] `/health` returns OK
+- [ ] Changed page opens in browser automation
+- [ ] No visible 500/runtime error
+- [ ] Screenshot artifact captured
+- [ ] Relevant logs checked

app/pages/common.py

@@ -183,7 +183,7 @@ def strategy_metrics(strategy_name: str, scenario_pct: int) -> dict[str, Any]:
 def dashboard_page(title: str, subtitle: str, current: str) -> Iterator[ui.column]:
     ui.colors(primary="#0f172a", secondary="#1e293b", accent="#0ea5e9")
 
-    with ui.column().classes("mx-auto w-full max-w-7xl gap-6 bg-slate-50 p-6 dark:bg-slate-950") as container:
+    # Header must be at page level, not inside container
     with ui.header(elevated=False).classes(
         "items-center justify-between border-b border-slate-200 bg-white/90 px-6 py-4 backdrop-blur dark:border-slate-800 dark:bg-slate-950/90"
     ):
@@ -202,6 +202,7 @@ def dashboard_page(title: str, subtitle: str, current: str) -> Iterator[ui.colum
                 )
                 ui.link(label, href).classes(link_classes)
 
+    with ui.column().classes("mx-auto w-full max-w-7xl gap-6 bg-slate-50 p-6 dark:bg-slate-950") as container:
         with ui.row().classes("w-full items-end justify-between gap-4 max-md:flex-col max-md:items-start"):
             with ui.column().classes("gap-1"):
                 ui.label(title).classes("text-3xl font-bold text-slate-900 dark:text-slate-50")

app/services/data_service.py

@@ -84,6 +84,9 @@ class DataService:
                 await self.cache.set_json(cache_key, options_chain)
                 return options_chain
 
+            # Limit initial load to the nearest expirations so the page can render quickly.
+            expirations = expirations[:3]
+
             calls: list[dict[str, Any]] = []
             puts: list[dict[str, Any]] = []
 

requirements-dev.txt

@@ -6,3 +6,4 @@ black>=24.0.0
 ruff>=0.2.0
 mypy>=1.8.0
 httpx>=0.26.0
+playwright>=1.55.0

tests/test_e2e_playwright.py

@@ -0,0 +1,31 @@
+from __future__ import annotations
+
+from pathlib import Path
+
+from playwright.sync_api import Page, expect, sync_playwright
+
+BASE_URL = "http://127.0.0.1:8000"
+ARTIFACTS = Path("tests/artifacts")
+ARTIFACTS.mkdir(parents=True, exist_ok=True)
+
+
+def test_homepage_and_options_page_render() -> None:
+    with sync_playwright() as p:
+        browser = p.chromium.launch(headless=True)
+        page = browser.new_page(viewport={"width": 1440, "height": 1000})
+
+        page.goto(BASE_URL, wait_until="networkidle", timeout=30000)
+        expect(page).to_have_title("NiceGUI")
+        expect(page.locator("text=Vault Dashboard").first).to_be_visible(timeout=10000)
+        expect(page.locator("text=Overview").first).to_be_visible(timeout=10000)
+        page.screenshot(path=str(ARTIFACTS / "overview.png"), full_page=True)
+
+        page.goto(f"{BASE_URL}/options", wait_until="domcontentloaded", timeout=30000)
+        expect(page.locator("text=Options Chain").first).to_be_visible(timeout=15000)
+        expect(page.locator("text=Filters").first).to_be_visible(timeout=15000)
+        body_text = page.locator("body").inner_text(timeout=15000)
+        assert "Server error" not in body_text
+        assert "RuntimeError" not in body_text
+        page.screenshot(path=str(ARTIFACTS / "options.png"), full_page=True)
+
+        browser.close()