Files
signal-platform/frontend/src/pages/DashboardPage.tsx
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dennisthiessen a69557f5d8
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add paper trading: mark a setup as taken, track open P&L, sell
New paper_trades table (migration 007) + service/router. "Mark as taken" on each
setup card (shares prefilled from position sizing, entry from current price, both
editable) records a simulated trade. Overview gains an Open Trades table that
marks each position to the latest close — P&L in $, %, and R-multiples — with a
total unrealized P&L footer and a Sell button to close at the current price.
Closed trades are retained for future realized-P&L reporting.

Deploy: alembic upgrade (new paper_trades table).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-16 06:33:56 +02:00

291 lines
12 KiB
TypeScript

import { useMemo } from 'react';
import { Link } from 'react-router-dom';
import { useActivation } from '../hooks/useActivation';
import { useTrades } from '../hooks/useTrades';
import { useWatchlist } from '../hooks/useWatchlist';
import { usePerformance } from '../hooks/usePerformance';
import { useMarketRegime } from '../hooks/useMarketRegime';
import { regimeColor, regimeDot, regimeHeadline } from '../lib/regime';
import { Callout } from '../components/ui/Callout';
import { Section } from '../components/ui/Section';
import { OpenTradesPanel } from '../components/dashboard/OpenTradesPanel';
import { SkeletonCard, SkeletonTable } from '../components/ui/Skeleton';
import { formatPrice } from '../lib/format';
import { recommendationActionLabel } from '../lib/recommendation';
import { qualifiesSetup, activationSummary, primaryTargetProbability, expectedValueR } from '../lib/qualification';
import type { TradeSetup } from '../lib/types';
function fmtR(value: number | null): string {
if (value === null) return '—';
return `${value > 0 ? '+' : ''}${value.toFixed(2)}R`;
}
function rColor(value: number | null): string {
if (value === null) return 'text-gray-400';
if (value > 0) return 'text-emerald-400';
if (value < 0) return 'text-red-400';
return 'text-gray-300';
}
function Metric({ label, value, sub, valueClass = 'text-gray-100' }: {
label: string;
value: string;
sub?: string;
valueClass?: string;
}) {
return (
<div className="glass glass-hover p-5">
<p className="section-index">{label}</p>
<p className={`num mt-2 text-3xl font-semibold ${valueClass}`}>{value}</p>
{sub && <p className="mt-1 text-xs text-gray-500">{sub}</p>}
</div>
);
}
function DirectionTag({ direction }: { direction: string }) {
const isLong = direction === 'long';
return (
<span className={`num inline-block rounded px-1.5 py-0.5 text-[10px] font-semibold uppercase tracking-wider ${
isLong ? 'bg-emerald-500/15 text-emerald-400' : 'bg-red-500/15 text-red-400'
}`}>
{direction}
</span>
);
}
export default function DashboardPage() {
const trades = useTrades();
const watchlist = useWatchlist();
const activation = useActivation();
const performance = usePerformance();
const regime = useMarketRegime();
const qualifiedSetups = useMemo(
() =>
activation.data
? (trades.data ?? []).filter((t) => qualifiesSetup(t, activation.data!))
: [],
[trades.data, activation.data],
);
// Show qualified setups first; fall back to the full list when none qualify.
// Rank by expected value (R) so the best opportunity sits at the top.
const showingQualified = qualifiedSetups.length > 0;
const topSetups: TradeSetup[] = useMemo(() => {
const pool = showingQualified ? qualifiedSetups : trades.data ?? [];
return [...pool]
.sort((a, b) => (expectedValueR(b) ?? -Infinity) - (expectedValueR(a) ?? -Infinity))
.slice(0, 5);
}, [showingQualified, qualifiedSetups, trades.data]);
const topWatchlist = useMemo(
() =>
[...(watchlist.data ?? [])]
.sort((a, b) => (b.composite_score ?? -1) - (a.composite_score ?? -1))
.slice(0, 10),
[watchlist.data],
);
const today = new Date().toLocaleDateString('en-US', {
weekday: 'long', month: 'long', day: 'numeric',
});
const stats = performance.data?.overall;
return (
<div className="space-y-8 animate-slide-up">
{/* Hero */}
<div>
<p className="num text-xs uppercase tracking-[0.22em] text-gray-500">{today}</p>
<h1 className="font-display mt-1 text-4xl font-bold tracking-tight text-gray-100">
Market overview
</h1>
</div>
{/* Market regime banner */}
{regime.data && (
<div className="glass-sm flex items-center gap-2.5 px-4 py-2.5">
<span className={`inline-block h-2 w-2 rounded-full ${regimeDot(regime.data.label)}`} />
<span className="text-sm text-gray-400">Market regime:</span>
<span className={`text-sm font-semibold ${regimeColor(regime.data.label)}`}>
{regimeHeadline(regime.data)}
</span>
{regime.data.label === 'bearish' && (
<span className="text-xs text-gray-500"> be cautious on new longs</span>
)}
{regime.data.label === 'bullish' && (
<span className="text-xs text-gray-500"> shorts are counter-trend</span>
)}
</div>
)}
{/* Metric strip */}
{(trades.isLoading || performance.isLoading) ? (
<div className="grid gap-4 sm:grid-cols-2 lg:grid-cols-4">
<SkeletonCard /><SkeletonCard /><SkeletonCard /><SkeletonCard />
</div>
) : (
<div className="grid gap-4 sm:grid-cols-2 lg:grid-cols-4">
<Metric
label="Live Setups"
value={String(trades.data?.length ?? 0)}
sub="latest per ticker & direction"
/>
<Metric
label="Qualified"
value={String(qualifiedSetups.length)}
sub={activation.data ? activationSummary(activation.data) : 'clears the activation gate'}
valueClass={qualifiedSetups.length > 0 ? 'text-blue-300' : 'text-gray-100'}
/>
<Metric
label="Hit Rate"
value={stats?.hit_rate != null ? `${stats.hit_rate.toFixed(1)}%` : '—'}
sub={stats ? `${stats.wins}W / ${stats.losses}L evaluated` : 'no outcomes yet'}
/>
<Metric
label="Expectancy"
value={fmtR(stats?.avg_r ?? null)}
valueClass={rColor(stats?.avg_r ?? null)}
sub="average R per trade"
/>
</div>
)}
{/* Open paper trades */}
<OpenTradesPanel />
<div className="grid gap-8 xl:grid-cols-5">
{/* Top setups */}
<div className="xl:col-span-3">
<Section
title="Top Setups"
hint={showingQualified ? 'ranked by expected value' : 'none qualified — showing all'}
>
{trades.isLoading && <SkeletonTable rows={5} cols={5} />}
{trades.isError && <Callout variant="error">Failed to load setups</Callout>}
{trades.data && topSetups.length === 0 && (
<Callout variant="empty">No active setups. Run the scanner from the Signals page.</Callout>
)}
{topSetups.length > 0 && (
<div className="glass overflow-x-auto">
<table className="w-full text-sm">
<thead>
<tr className="border-b border-white/[0.06] text-left text-xs uppercase tracking-wider text-gray-500">
<th className="px-4 py-3">Ticker</th>
<th className="px-4 py-3">Dir</th>
<th className="px-4 py-3 text-right">Entry</th>
<th className="px-4 py-3 text-right">R:R</th>
<th className="px-4 py-3 text-right">Target&nbsp;Prob</th>
<th className="px-4 py-3 text-right">Exp.&nbsp;Value</th>
<th className="hidden px-4 py-3 md:table-cell">Action</th>
</tr>
</thead>
<tbody>
{topSetups.map((setup, i) => {
const ev = expectedValueR(setup);
const isTopPick = i === 0;
return (
<tr
key={setup.id}
className={`border-b border-white/[0.04] transition-colors duration-150 hover:bg-white/[0.03] ${
isTopPick ? 'bg-blue-500/[0.06]' : ''
}`}
>
<td className="px-4 py-3">
<div className="flex items-center gap-2">
<Link to={`/ticker/${setup.symbol}`} className="font-medium text-blue-300 hover:text-blue-200 transition-colors">
{setup.symbol}
</Link>
{isTopPick && (
<span className="rounded bg-blue-500/20 px-1.5 py-0.5 text-[9px] font-semibold uppercase tracking-wider text-blue-300">
Top pick
</span>
)}
</div>
</td>
<td className="px-4 py-3"><DirectionTag direction={setup.direction} /></td>
<td className="num px-4 py-3 text-right text-gray-200">{formatPrice(setup.entry_price)}</td>
<td className="num px-4 py-3 text-right text-gray-200">{setup.rr_ratio.toFixed(1)}:1</td>
<td className="num px-4 py-3 text-right text-gray-200">
{(() => {
const p = primaryTargetProbability(setup);
return p != null ? `${Math.round(p)}%` : '—';
})()}
</td>
<td className={`num px-4 py-3 text-right font-semibold ${rColor(ev)}`}>
{fmtR(ev)}
</td>
<td className="hidden px-4 py-3 text-xs text-gray-400 md:table-cell">
{recommendationActionLabel(setup.recommended_action)}
</td>
</tr>
);
})}
</tbody>
</table>
<div className="flex items-center justify-between border-t border-white/[0.04] px-4 py-2.5">
<span className="text-[11px] text-gray-500">
Exp. Value = probability-weighted payoff per unit of risk
</span>
<Link to="/signals" className="text-xs font-medium text-blue-300 hover:text-blue-200 transition-colors">
All setups
</Link>
</div>
</div>
)}
</Section>
</div>
{/* My watchlist */}
<div className="xl:col-span-2">
<Section title="My Watchlist" hint="today's move">
{watchlist.isLoading && <SkeletonTable rows={6} cols={3} />}
{watchlist.isError && <Callout variant="error">Failed to load watchlist</Callout>}
{watchlist.data && topWatchlist.length === 0 && (
<Callout variant="empty">
Your watchlist is empty open any ticker and tap “☆ Add to watchlist.
</Callout>
)}
{topWatchlist.length > 0 && (
<div className="glass overflow-hidden">
<ul className="divide-y divide-white/[0.04]">
{topWatchlist.map((entry) => (
<li key={entry.symbol}>
<Link
to={`/ticker/${entry.symbol}`}
className="flex items-center justify-between px-4 py-3 transition-colors duration-150 hover:bg-white/[0.03]"
>
<span className="flex items-baseline gap-2">
<span className="font-medium text-gray-200">{entry.symbol}</span>
{entry.composite_score != null && (
<span className="num text-[10px] text-gray-500">score {entry.composite_score.toFixed(0)}</span>
)}
</span>
<span className="flex items-baseline gap-3">
<span className="num text-sm text-gray-200">
{entry.last_close != null ? formatPrice(entry.last_close) : '—'}
</span>
<span className={`num w-16 text-right text-sm font-semibold ${rColor(entry.change_pct)}`}>
{entry.change_pct != null
? `${entry.change_pct >= 0 ? '+' : ''}${entry.change_pct.toFixed(2)}%`
: '—'}
</span>
</span>
</Link>
</li>
))}
</ul>
<div className="border-t border-white/[0.04] px-4 py-2.5">
<Link to="/market" className="text-xs font-medium text-blue-300 hover:text-blue-200 transition-colors">
Full watchlist
</Link>
</div>
</div>
)}
</Section>
</div>
</div>
</div>
);
}