from __future__ import annotations from datetime import datetime, timezone from nicegui import ui from app.components import PortfolioOverview from app.models.portfolio import get_portfolio_repository from app.pages.common import dashboard_page, quick_recommendations, recommendation_style, strategy_catalog from app.services.alerts import AlertService, build_portfolio_alert_context from app.services.runtime import get_data_service _DEFAULT_CASH_BUFFER = 18_500.0 def _format_timestamp(value: str | None) -> str: if not value: return "Unavailable" try: timestamp = datetime.fromisoformat(value.replace("Z", "+00:00")) except ValueError: return value return timestamp.astimezone(timezone.utc).strftime("%Y-%m-%d %H:%M:%S UTC") def _alert_badge_classes(severity: str) -> str: return { "critical": "rounded-full bg-rose-100 px-3 py-1 text-xs font-semibold text-rose-700 dark:bg-rose-500/15 dark:text-rose-300", "warning": "rounded-full bg-amber-100 px-3 py-1 text-xs font-semibold text-amber-700 dark:bg-amber-500/15 dark:text-amber-300", "ok": "rounded-full bg-emerald-100 px-3 py-1 text-xs font-semibold text-emerald-700 dark:bg-emerald-500/15 dark:text-emerald-300", }.get(severity, "rounded-full bg-slate-100 px-3 py-1 text-xs font-semibold text-slate-700") @ui.page("/") @ui.page("/overview") async def overview_page() -> None: config = get_portfolio_repository().load() data_service = get_data_service() symbol = data_service.default_symbol quote = await data_service.get_quote(symbol) portfolio = build_portfolio_alert_context( config, spot_price=float(quote.get("price", float(config.entry_price or 0.0))), source=str(quote.get("source", "unknown")), updated_at=str(quote.get("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) quote_status = ( f"Live quote source: {portfolio['quote_source']} · " f"Last updated {_format_timestamp(str(portfolio['quote_updated_at']))}" ) with dashboard_page( "Overview", "Portfolio health, LTV risk, and quick strategy guidance for the current GLD-backed loan.", "overview", ): with ui.row().classes("w-full items-center justify-between gap-4 max-md:flex-col max-md:items-start"): ui.label(quote_status).classes("text-sm text-slate-500 dark:text-slate-400") ui.label( f"Configured collateral baseline: ${config.gold_value:,.0f} · Loan ${config.loan_amount:,.0f}" ).classes("text-sm text-slate-500 dark:text-slate-400") with ui.card().classes( "w-full rounded-2xl border border-slate-200 bg-white shadow-sm dark:border-slate-800 dark:bg-slate-900" ): with ui.row().classes("w-full items-center justify-between gap-3"): ui.label("Alert Status").classes("text-lg font-semibold text-slate-900 dark:text-slate-100") ui.label(alert_status.severity.upper()).classes(_alert_badge_classes(alert_status.severity)) ui.label(alert_status.message).classes("text-sm text-slate-600 dark:text-slate-300") ui.label( f"Warning at {alert_status.warning_threshold:.0%} · Critical at {alert_status.critical_threshold:.0%} · " f"Email alerts {'enabled' if alert_status.email_alerts_enabled else 'disabled'}" ).classes("text-sm text-slate-500 dark:text-slate-400") if alert_status.history: latest = alert_status.history[0] ui.label( f"Latest alert logged {_format_timestamp(latest.updated_at)} at spot ${latest.spot_price:,.2f}" ).classes("text-xs text-slate-500 dark:text-slate-400") with ui.grid(columns=4).classes("w-full gap-4 max-lg:grid-cols-2 max-sm:grid-cols-1"): summary_cards = [ ( "Spot Price", f"${portfolio['spot_price']:,.2f}", f"{symbol} live quote via {portfolio['quote_source']}", ), ( "Margin Call Price", f"${portfolio['margin_call_price']:,.2f}", "Implied trigger level from persisted portfolio settings", ), ( "Cash Buffer", f"${portfolio['cash_buffer']:,.0f}", "Base liquidity plus unrealized gain cushion vs configured baseline", ), ( "Hedge Budget", f"${portfolio['hedge_budget']:,.0f}", "Monthly budget from saved settings", ), ] for title, value, caption in summary_cards: with ui.card().classes( "rounded-2xl border border-slate-200 bg-white shadow-sm dark:border-slate-800 dark:bg-slate-900" ): ui.label(title).classes("text-sm font-medium text-slate-500 dark:text-slate-400") ui.label(value).classes("text-3xl font-bold text-slate-900 dark:text-slate-50") ui.label(caption).classes("text-sm text-slate-500 dark:text-slate-400") portfolio_view = PortfolioOverview(margin_call_ltv=float(portfolio["margin_call_ltv"])) portfolio_view.update(portfolio) with ui.row().classes("w-full gap-6 max-lg:flex-col"): with ui.card().classes( "w-full rounded-2xl border border-slate-200 bg-white shadow-sm dark:border-slate-800 dark:bg-slate-900" ): with ui.row().classes("w-full items-center justify-between"): ui.label("Current LTV Status").classes("text-lg font-semibold text-slate-900 dark:text-slate-100") ui.label(f"Threshold {float(portfolio['margin_call_ltv']) * 100:.0f}%").classes( "rounded-full bg-rose-100 px-3 py-1 text-xs font-semibold text-rose-700 dark:bg-rose-500/15 dark:text-rose-300" ) ui.linear_progress( value=float(portfolio["ltv_ratio"]) / max(float(portfolio["margin_call_ltv"]), 0.01), show_value=False, ).props("color=warning track-color=grey-3 rounded") ui.label( f"Current LTV is {float(portfolio['ltv_ratio']) * 100:.1f}% with a margin buffer of {(float(portfolio['margin_call_ltv']) - float(portfolio['ltv_ratio'])) * 100:.1f} percentage points." ).classes("text-sm text-slate-600 dark:text-slate-300") ui.label( "Warning: if GLD approaches the margin-call price, collateral remediation or hedge monetization will be required." ).classes("text-sm font-medium text-amber-700 dark:text-amber-300") with ui.card().classes( "w-full rounded-2xl border border-slate-200 bg-white shadow-sm dark:border-slate-800 dark:bg-slate-900" ): ui.label("Recent Alert History").classes("text-lg font-semibold text-slate-900 dark:text-slate-100") if alert_status.history: for event in alert_status.history[:5]: with ui.row().classes( "w-full items-start justify-between gap-4 border-b border-slate-100 py-3 last:border-b-0 dark:border-slate-800" ): with ui.column().classes("gap-1"): ui.label(event.message).classes("text-sm font-medium text-slate-900 dark:text-slate-100") ui.label( f"Logged {_format_timestamp(event.updated_at)} · Spot ${event.spot_price:,.2f} · LTV {event.ltv_ratio:.1%}" ).classes("text-xs text-slate-500 dark:text-slate-400") ui.label(event.severity.upper()).classes(_alert_badge_classes(event.severity)) else: ui.label("No alert history yet. Alerts will be logged once the warning threshold is crossed.").classes( "text-sm text-slate-500 dark:text-slate-400" ) with ui.card().classes( "w-full rounded-2xl border border-slate-200 bg-white shadow-sm dark:border-slate-800 dark:bg-slate-900" ): ui.label("Strategy Snapshot").classes("text-lg font-semibold text-slate-900 dark:text-slate-100") for strategy in strategy_catalog(): with ui.row().classes( "w-full items-start justify-between gap-4 border-b border-slate-100 py-3 last:border-b-0 dark:border-slate-800" ): with ui.column().classes("gap-1"): ui.label(strategy["label"]).classes("font-semibold text-slate-900 dark:text-slate-100") ui.label(strategy["description"]).classes("text-sm text-slate-500 dark:text-slate-400") ui.label(f"${strategy['estimated_cost']:.2f}/oz").classes( "rounded-full bg-sky-100 px-3 py-1 text-xs font-semibold text-sky-700 dark:bg-sky-500/15 dark:text-sky-300" ) ui.label("Quick Strategy Recommendations").classes("text-xl font-semibold text-slate-900 dark:text-slate-100") with ui.grid(columns=3).classes("w-full gap-4 max-lg:grid-cols-1"): for rec in quick_recommendations(portfolio): with ui.card().classes(f"rounded-2xl border shadow-sm {recommendation_style(rec['tone'])}"): ui.label(rec["title"]).classes("text-base font-semibold text-slate-900 dark:text-slate-100") ui.label(rec["summary"]).classes("text-sm text-slate-600 dark:text-slate-300")