vault-dash/app/pages/overview.py

from __future__ import annotations

from datetime import datetime, timezone

from nicegui import ui

from app.components import PortfolioOverview
from app.models.portfolio import PortfolioConfig, get_portfolio_repository
from app.pages.common import dashboard_page, quick_recommendations, recommendation_style, strategy_catalog
from app.services.runtime import get_data_service

_REFERENCE_SPOT_PRICE = 215.0
_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 _build_live_portfolio(config: PortfolioConfig, quote: dict[str, object]) -> dict[str, float | str]:
    spot_price = float(quote.get("price", _REFERENCE_SPOT_PRICE))
    configured_gold_value = float(config.gold_value)
    estimated_units = configured_gold_value / _REFERENCE_SPOT_PRICE if _REFERENCE_SPOT_PRICE > 0 else 0.0
    live_gold_value = estimated_units * spot_price
    loan_amount = float(config.loan_amount)
    margin_call_ltv = float(config.margin_threshold)
    ltv_ratio = loan_amount / live_gold_value if live_gold_value > 0 else 0.0

    return {
        "spot_price": spot_price,
        "gold_units": estimated_units,
        "gold_value": live_gold_value,
        "loan_amount": loan_amount,
        "ltv_ratio": ltv_ratio,
        "net_equity": live_gold_value - loan_amount,
        "margin_call_ltv": margin_call_ltv,
        "margin_call_price": loan_amount / (margin_call_ltv * estimated_units) if estimated_units > 0 else 0.0,
        "cash_buffer": max(live_gold_value - configured_gold_value, 0.0) + _DEFAULT_CASH_BUFFER,
        "hedge_budget": float(config.monthly_budget),
        "quote_source": str(quote.get("source", "unknown")),
        "quote_updated_at": str(quote.get("updated_at", "")),
    }


@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_live_portfolio(config, quote)
    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.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("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")