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