379 lines
18 KiB
Python
379 lines
18 KiB
Python
from __future__ import annotations
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from fastapi.responses import RedirectResponse
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from nicegui import ui
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from app.models.portfolio import PortfolioConfig
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from app.models.workspace import get_workspace_repository
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from app.pages.common import dashboard_page, split_page_panes
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from app.services.alerts import AlertService, build_portfolio_alert_context
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from app.services.settings_status import save_status_text
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def _alert_badge_classes(severity: str) -> str:
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return {
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"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",
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"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",
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"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",
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}.get(severity, "rounded-full bg-slate-100 px-3 py-1 text-xs font-semibold text-slate-700")
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def _render_workspace_recovery() -> None:
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with ui.column().classes("mx-auto mt-24 w-full max-w-2xl gap-6 px-6 text-center"):
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ui.icon("folder_off").classes("mx-auto text-6xl text-slate-400")
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ui.label("Workspace not found").classes("text-3xl font-bold text-slate-900 dark:text-slate-50")
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ui.label(
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"The requested workspace is unavailable. Start a new workspace or return to the welcome page."
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).classes("text-base text-slate-500 dark:text-slate-400")
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with ui.row().classes("mx-auto gap-3"):
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ui.link("Get started", "/").classes(
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"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"
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)
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ui.link("Go to welcome page", "/").classes(
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"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"
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)
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@ui.page("/{workspace_id}/settings")
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def settings_page(workspace_id: str) -> None:
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"""Settings page with workspace-scoped persistent portfolio configuration."""
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workspace_repo = get_workspace_repository()
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if not workspace_repo.workspace_exists(workspace_id):
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return RedirectResponse(url="/", status_code=307)
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config = workspace_repo.load_portfolio_config(workspace_id)
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alert_service = AlertService()
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syncing_entry_basis = False
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def as_positive_float(value: object) -> float | None:
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try:
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parsed = float(value)
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except (TypeError, ValueError):
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return None
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return parsed if parsed > 0 else None
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def as_non_negative_float(value: object) -> float:
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try:
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parsed = float(value)
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except (TypeError, ValueError):
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return 0.0
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return max(parsed, 0.0)
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def build_preview_config() -> PortfolioConfig:
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return PortfolioConfig(
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gold_value=as_positive_float(gold_value.value),
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entry_price=as_positive_float(entry_price.value),
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gold_ounces=as_positive_float(gold_ounces.value),
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entry_basis_mode=str(entry_basis_mode.value),
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loan_amount=as_non_negative_float(loan_amount.value),
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margin_threshold=float(margin_threshold.value),
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monthly_budget=float(monthly_budget.value),
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ltv_warning=float(ltv_warning.value),
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primary_source=str(primary_source.value),
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fallback_source=str(fallback_source.value),
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refresh_interval=int(refresh_interval.value),
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volatility_spike=float(vol_alert.value),
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spot_drawdown=float(price_alert.value),
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email_alerts=bool(email_alerts.value),
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)
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with dashboard_page(
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"Settings",
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"Configure portfolio assumptions, collateral entry basis, preferred market data inputs, and alert thresholds.",
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"settings",
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workspace_id=workspace_id,
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):
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left_pane, right_pane = split_page_panes(
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left_testid="settings-left-pane",
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right_testid="settings-right-pane",
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)
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with left_pane:
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with ui.card().classes(
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"w-full rounded-2xl border border-slate-200 bg-white shadow-sm dark:border-slate-800 dark:bg-slate-900"
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):
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ui.label("Portfolio Parameters").classes("text-lg font-semibold text-slate-900 dark:text-slate-100")
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ui.label(
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"Choose whether collateral entry is keyed by start value or by gold weight. The paired field is derived automatically from the entry price."
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).classes("text-sm text-slate-500 dark:text-slate-400")
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entry_basis_mode = ui.select(
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{"value_price": "Start value + entry price", "weight": "Gold weight + entry price"},
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value=config.entry_basis_mode,
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label="Collateral entry basis",
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).classes("w-full")
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entry_price = ui.number(
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"Entry price ($/oz)",
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value=config.entry_price,
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min=0.01,
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step=0.01,
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).classes("w-full")
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gold_value = ui.number(
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"Collateral start value ($)",
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value=config.gold_value,
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min=0.01,
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step=1000,
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).classes("w-full")
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gold_ounces = ui.number(
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"Gold weight (oz)",
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value=config.gold_ounces,
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min=0.0001,
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step=0.01,
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).classes("w-full")
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loan_amount = ui.number(
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"Loan amount ($)",
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value=config.loan_amount,
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min=0,
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step=1000,
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).classes("w-full")
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margin_threshold = ui.number(
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"Margin call LTV threshold",
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value=config.margin_threshold,
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min=0.1,
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max=0.95,
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step=0.01,
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).classes("w-full")
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monthly_budget = ui.number(
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"Monthly hedge budget ($)",
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value=config.monthly_budget,
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min=0,
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step=500,
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).classes("w-full")
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derived_hint = ui.label().classes("text-sm text-slate-500 dark:text-slate-400")
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with ui.row().classes("w-full gap-2 mt-4 rounded-lg bg-slate-50 p-4 dark:bg-slate-800"):
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ui.label("Current LTV:").classes("font-medium")
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ltv_display = ui.label()
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ui.label("Margin buffer:").classes("ml-4 font-medium")
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buffer_display = ui.label()
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ui.label("Margin call at:").classes("ml-4 font-medium")
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margin_price_display = ui.label()
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with ui.card().classes(
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"w-full rounded-2xl border border-slate-200 bg-white shadow-sm dark:border-slate-800 dark:bg-slate-900"
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):
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ui.label("Alert Thresholds").classes("text-lg font-semibold text-slate-900 dark:text-slate-100")
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ltv_warning = ui.number(
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"LTV warning level",
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value=config.ltv_warning,
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min=0.1,
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max=0.95,
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step=0.01,
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).classes("w-full")
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vol_alert = ui.number(
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"Volatility spike alert",
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value=config.volatility_spike,
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min=0.01,
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max=2.0,
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step=0.01,
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).classes("w-full")
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price_alert = ui.number(
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"Spot drawdown alert (%)",
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value=config.spot_drawdown,
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min=0.1,
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max=50.0,
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step=0.5,
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).classes("w-full")
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email_alerts = ui.switch("Email alerts", value=config.email_alerts)
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ui.label("Defaults remain warn at 70% and critical at 75% unless you override them.").classes(
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"text-sm text-slate-500 dark:text-slate-400"
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)
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with right_pane:
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with ui.card().classes(
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"w-full rounded-2xl border border-slate-200 bg-white shadow-sm dark:border-slate-800 dark:bg-slate-900"
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):
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ui.label("Data Sources").classes("text-lg font-semibold text-slate-900 dark:text-slate-100")
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primary_source = ui.select(
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["yfinance", "ibkr", "alpaca"],
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value=config.primary_source,
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label="Primary source",
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).classes("w-full")
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fallback_source = ui.select(
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["fallback", "yfinance", "manual"],
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value=config.fallback_source,
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label="Fallback source",
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).classes("w-full")
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refresh_interval = ui.number(
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"Refresh interval (seconds)",
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value=config.refresh_interval,
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min=1,
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step=1,
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).classes("w-full")
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with ui.card().classes(
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"w-full rounded-2xl border border-slate-200 bg-white shadow-sm dark:border-slate-800 dark:bg-slate-900"
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):
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ui.label("Current Alert State").classes("text-lg font-semibold text-slate-900 dark:text-slate-100")
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with ui.row().classes("w-full items-center justify-between gap-3"):
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alert_state_container = ui.row().classes("items-center")
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email_state_label = ui.label().classes("text-xs text-slate-500 dark:text-slate-400")
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alert_message = ui.label().classes("text-sm text-slate-600 dark:text-slate-300")
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alert_history_column = ui.column().classes("w-full gap-2")
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with ui.card().classes(
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"w-full rounded-2xl border border-slate-200 bg-white shadow-sm dark:border-slate-800 dark:bg-slate-900"
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):
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ui.label("Export / Import").classes("text-lg font-semibold text-slate-900 dark:text-slate-100")
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ui.select(["json", "csv", "yaml"], value="json", label="Export format").classes("w-full")
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ui.switch("Include scenario history", value=True)
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ui.switch("Include option selections", value=True)
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with ui.row().classes("w-full gap-3 max-sm:flex-col"):
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ui.button("Import settings", icon="upload").props("outline color=primary")
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ui.button("Export settings", icon="download").props("outline color=primary")
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with ui.card().classes(
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"w-full rounded-2xl border border-slate-200 bg-white shadow-sm dark:border-slate-800 dark:bg-slate-900"
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):
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ui.label("Save Workspace Settings").classes("text-lg font-semibold text-slate-900 dark:text-slate-100")
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status = ui.label(
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f"Current: start=${config.gold_value:,.0f}, entry=${config.entry_price:,.2f}/oz, "
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f"weight={config.gold_ounces:,.2f} oz, current LTV={config.current_ltv:.1%}"
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).classes("text-sm text-slate-500 dark:text-slate-400")
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ui.button("Save settings", on_click=lambda: save_settings()).props("color=primary")
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def apply_entry_basis_mode() -> None:
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mode = str(entry_basis_mode.value or "value_price")
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if mode == "weight":
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gold_value.props("readonly")
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gold_ounces.props(remove="readonly")
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derived_hint.set_text(
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"Gold weight is the editable basis; start value is derived from weight × entry price."
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)
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else:
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gold_ounces.props("readonly")
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gold_value.props(remove="readonly")
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derived_hint.set_text(
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"Start value is the editable basis; gold weight is derived from start value ÷ entry price."
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)
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def render_alert_state() -> None:
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try:
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preview_config = build_preview_config()
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alert_status = alert_service.evaluate(
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preview_config,
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build_portfolio_alert_context(
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preview_config,
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spot_price=float(preview_config.entry_price or 0.0),
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source="settings-preview",
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updated_at="",
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),
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persist=False,
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)
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alert_state_container.clear()
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with alert_state_container:
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ui.label(alert_status.severity.upper()).classes(_alert_badge_classes(alert_status.severity))
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email_state_label.set_text(
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f"Email alerts {'enabled' if alert_status.email_alerts_enabled else 'disabled'} · Warning {alert_status.warning_threshold:.0%} · Critical {alert_status.critical_threshold:.0%}"
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)
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alert_message.set_text(alert_status.message)
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alert_history_column.clear()
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if alert_status.history:
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for event in alert_status.history[:5]:
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with alert_history_column:
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with ui.row().classes(
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"w-full items-start justify-between gap-3 rounded-lg bg-slate-50 p-3 dark:bg-slate-800"
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):
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with ui.column().classes("gap-1"):
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ui.label(event.message).classes(
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"text-sm font-medium text-slate-900 dark:text-slate-100"
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)
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ui.label(f"Spot ${event.spot_price:,.2f} · LTV {event.ltv_ratio:.1%}").classes(
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"text-xs text-slate-500 dark:text-slate-400"
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)
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ui.label(event.severity.upper()).classes(_alert_badge_classes(event.severity))
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else:
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with alert_history_column:
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ui.label("No alert history yet.").classes("text-sm text-slate-500 dark:text-slate-400")
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except (ValueError, TypeError) as exc:
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alert_state_container.clear()
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with alert_state_container:
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ui.label("INVALID").classes(_alert_badge_classes("critical"))
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email_state_label.set_text("Fix validation errors to preview alert state")
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alert_message.set_text(str(exc))
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alert_history_column.clear()
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def update_entry_basis(*_args: object) -> None:
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nonlocal syncing_entry_basis
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apply_entry_basis_mode()
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if syncing_entry_basis:
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return
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price = as_positive_float(entry_price.value)
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if price is None:
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update_calculations()
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return
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syncing_entry_basis = True
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try:
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mode = str(entry_basis_mode.value or "value_price")
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if mode == "weight":
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ounces = as_positive_float(gold_ounces.value)
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if ounces is not None:
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gold_value.value = round(ounces * price, 2)
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else:
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start_value = as_positive_float(gold_value.value)
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if start_value is not None:
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gold_ounces.value = round(start_value / price, 6)
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finally:
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syncing_entry_basis = False
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update_calculations()
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def update_calculations(*_args: object) -> None:
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price = as_positive_float(entry_price.value)
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collateral_value = as_positive_float(gold_value.value)
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ounces = as_positive_float(gold_ounces.value)
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loan = as_non_negative_float(loan_amount.value)
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margin = as_positive_float(margin_threshold.value)
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if collateral_value is not None and collateral_value > 0:
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ltv = (loan / collateral_value) * 100
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buffer = ((margin or 0.0) - loan / collateral_value) * 100 if margin is not None else 0.0
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ltv_display.set_text(f"{ltv:.1f}%")
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buffer_display.set_text(f"{buffer:.1f}%")
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else:
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ltv_display.set_text("—")
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buffer_display.set_text("—")
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if margin is not None and ounces is not None and ounces > 0:
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margin_price_display.set_text(f"${loan / (margin * ounces):,.2f}/oz")
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elif margin is not None and price is not None and collateral_value is not None and collateral_value > 0:
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implied_ounces = collateral_value / price
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margin_price_display.set_text(f"${loan / (margin * implied_ounces):,.2f}/oz")
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else:
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margin_price_display.set_text("—")
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render_alert_state()
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for element in (entry_basis_mode, entry_price, gold_value, gold_ounces):
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element.on_value_change(update_entry_basis)
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for element in (loan_amount, margin_threshold, ltv_warning, email_alerts):
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element.on_value_change(update_calculations)
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apply_entry_basis_mode()
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update_entry_basis()
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def save_settings() -> None:
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try:
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new_config = build_preview_config()
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workspace_repo.save_portfolio_config(workspace_id, new_config)
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render_alert_state()
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status.set_text(save_status_text(new_config))
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ui.notify("Settings saved successfully", color="positive")
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except ValueError as e:
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ui.notify(f"Validation error: {e}", color="negative")
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except Exception as e:
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ui.notify(f"Failed to save: {e}", color="negative")
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