feat: add paper trading capital controls — API endpoint + UI with presets, fix status/metrics to read real state, fix migration duplicates

frontend/src/api/hooks.ts

@@ -397,6 +397,15 @@ export function useSetTradingMode() {
   });
 }
 
+export function useSetTradingCapital() {
+  const qc = useQueryClient();
+  return useMutation({
+    mutationFn: (initial_capital: number) =>
+      apiPut<{ initial_capital: number; active_pool: number; reserve_pool: number }>('trading', '/api/trading/capital', { initial_capital }),
+    onSuccess: () => qc.invalidateQueries({ queryKey: ['trading-config'] }),
+  });
+}
+
 export function usePendingApprovals() {
   return useGet<Approval[]>(['pending-approvals'], 'query', '/api/admin/trading/approvals');
 }

frontend/src/pages/Trading.tsx

@@ -2,6 +2,7 @@ import { useState } from 'react';
 import {
   useTradingConfig,
   useSetTradingMode,
+  useSetTradingCapital,
   usePendingApprovals,
   useReviewApproval,
   useActiveLockouts,
@@ -19,6 +20,7 @@ export function TradingPage() {
   const { data: macroStatus } = useMacroStatus();
   const { data: competitiveStatus } = useCompetitiveStatus();
   const setMode = useSetTradingMode();
+  const setCapital = useSetTradingCapital();
   const reviewApproval = useReviewApproval();
   const toggleMacro = useToggleMacro();
   const toggleCompetitive = useToggleCompetitive();
@@ -87,6 +89,9 @@ export function TradingPage() {
         )}
       </Card>
 
+      {/* Paper Trading Capital */}
+      <CapitalCard onSetCapital={(amount) => setCapital.mutate(amount)} isPending={setCapital.isPending} />
+
       {/* Macro Signal Layer Toggle */}
       <Card>
         <h2 className="mb-3 text-sm font-medium text-gray-400">Macro Signal Layer</h2>
@@ -292,3 +297,77 @@ function ApprovalRow({ approval, onReview }: {
     </div>
   );
 }
+
+
+function CapitalCard({ onSetCapital, isPending }: { onSetCapital: (amount: number) => void; isPending: boolean }) {
+  const [amount, setAmount] = useState('100000');
+  const [showConfirm, setShowConfirm] = useState(false);
+
+  const presets = [10000, 50000, 100000, 500000];
+
+  return (
+    <Card>
+      <h2 className="mb-3 text-sm font-medium text-gray-400">Paper Trading Capital</h2>
+      <div className="flex flex-wrap items-end gap-3">
+        <div>
+          <label htmlFor="capital-input" className="mb-1 block text-xs text-gray-500">Initial Capital ($)</label>
+          <input
+            id="capital-input"
+            type="number"
+            min="100"
+            step="1000"
+            value={amount}
+            onChange={(e) => setAmount(e.target.value)}
+            className="w-40 rounded-md border border-surface-700 bg-surface-900 px-3 py-1.5 text-sm text-gray-200 focus:border-brand-500 focus:outline-none"
+          />
+        </div>
+        <div className="flex gap-2">
+          {presets.map((p) => (
+            <button
+              key={p}
+              onClick={() => setAmount(String(p))}
+              className={`rounded-md border px-2 py-1.5 text-xs font-medium ${
+                amount === String(p)
+                  ? 'border-brand-500 bg-brand-600/20 text-brand-300'
+                  : 'border-surface-700 bg-surface-900 text-gray-400 hover:bg-surface-800'
+              }`}
+            >
+              ${(p / 1000).toFixed(0)}k
+            </button>
+          ))}
+        </div>
+        <button
+          onClick={() => setShowConfirm(true)}
+          disabled={isPending || !amount || Number(amount) <= 0}
+          className="rounded-md bg-brand-600 px-4 py-1.5 text-sm font-medium text-white hover:bg-brand-700 disabled:opacity-50"
+        >
+          Set Capital
+        </button>
+      </div>
+
+      {showConfirm && (
+        <div className="mt-4 rounded-lg border border-orange-700/50 bg-orange-900/20 p-4">
+          <p className="text-sm text-orange-300">
+            This will reset the paper trading pools to <span className="font-semibold">${Number(amount).toLocaleString()}</span>.
+            Any existing pool balances will be overwritten.
+          </p>
+          <div className="mt-3 flex gap-2">
+            <button
+              onClick={() => { onSetCapital(Number(amount)); setShowConfirm(false); }}
+              disabled={isPending}
+              className="rounded-md bg-orange-600 px-3 py-1.5 text-sm font-medium text-white hover:bg-orange-700 disabled:opacity-50"
+            >
+              {isPending ? 'Setting…' : 'Confirm'}
+            </button>
+            <button
+              onClick={() => setShowConfirm(false)}
+              className="rounded-md border border-surface-700 px-3 py-1.5 text-sm text-gray-400 hover:bg-surface-800"
+            >
+              Cancel
+            </button>
+          </div>
+        </div>
+      )}
+    </Card>
+  );
+}

infra/migrations/018_autonomous_trading_engine.sql

@@ -320,6 +320,7 @@ CREATE INDEX idx_notifications_event ON notifications(event_type, created_at DES
 -- ============================================================
 
 -- Insert default trading engine configuration (moderate tier defaults)
+-- Use a singleton pattern: only insert if no rows exist
 INSERT INTO trading_engine_config (
     enabled, paused, risk_tier, reserve_siphon_pct,
     polling_interval_seconds, gradual_entry_tranches,
@@ -339,7 +340,8 @@ INSERT INTO trading_engine_config (
     notification_sms_enabled, notification_email_enabled,
     notification_rate_limit_sms_per_hour, notification_rate_limit_email_per_hour,
     notification_daily_summary_time
-) VALUES (
+)
+SELECT
     FALSE, FALSE, 'moderate', 0.20,
     60, 3,
     30.0, 15,
@@ -358,8 +360,9 @@ INSERT INTO trading_engine_config (
     FALSE, FALSE,
     10, 20,
     '16:30'
-);
+WHERE NOT EXISTS (SELECT 1 FROM trading_engine_config);
 
--- Insert initial reserve pool ledger entry with zero balance
+-- Insert initial reserve pool ledger entry with zero balance (only if empty)
 INSERT INTO reserve_pool_ledger (amount, balance_after, trigger_type, notes)
-VALUES (0.0, 0.0, 'initial', 'Initial reserve pool entry');
+SELECT 0.0, 0.0, 'initial', 'Initial reserve pool entry'
+WHERE NOT EXISTS (SELECT 1 FROM reserve_pool_ledger);

services/trading/app.py

@@ -50,6 +50,13 @@ class ConfigUpdateRequest(BaseModel):
     absolute_position_cap: Optional[float] = None
     active_pool_minimum: Optional[float] = None
     micro_trading_enabled: Optional[bool] = None
+    max_open_positions: Optional[int] = None
+
+
+class CapitalRequest(BaseModel):
+    """Body for PUT /api/trading/capital."""
+
+    initial_capital: float
 
 
 class BacktestRequest(BaseModel):
@@ -255,6 +262,60 @@ async def resume_engine() -> dict[str, bool]:
     return {"paused": False}
 
 
+@app.put("/api/trading/capital")
+async def set_capital(body: CapitalRequest) -> dict[str, Any]:
+    """Set or reset the paper trading capital.
+
+    Allocates the given amount as initial capital, splitting between
+    active pool and reserve pool based on the current reserve_siphon_pct.
+    """
+    if engine is None:
+        raise HTTPException(503, "Engine not initialised")
+
+    capital = body.initial_capital
+    if capital <= 0:
+        raise HTTPException(400, "initial_capital must be positive")
+
+    reserve_pct = engine.config.reserve_siphon_pct
+    reserve = capital * reserve_pct
+    active = capital - reserve
+
+    ps = engine.portfolio_state
+    previous = {
+        "total_value": ps.total_value if ps else 0.0,
+        "active_pool": ps.active_pool if ps else 0.0,
+        "reserve_pool": ps.reserve_pool if ps else 0.0,
+    }
+
+    from services.trading.models import PortfolioState
+    engine.portfolio_state = PortfolioState(
+        total_value=capital,
+        cash=capital,
+        active_pool=active,
+        reserve_pool=reserve,
+    )
+
+    # Record in reserve pool ledger
+    if engine.pool:
+        try:
+            await engine.pool.execute(
+                "INSERT INTO reserve_pool_ledger (amount, balance_after, trigger_type, notes) "
+                "VALUES ($1, $2, 'capital_reset', $3)",
+                reserve, reserve,
+                f"Capital set to ${capital:,.2f} (active=${active:,.2f}, reserve=${reserve:,.2f})",
+            )
+        except Exception:
+            pass  # Non-critical
+
+    return {
+        "initial_capital": capital,
+        "active_pool": active,
+        "reserve_pool": reserve,
+        "reserve_siphon_pct": reserve_pct,
+        "previous": previous,
+    }
+
+
 # ---------------------------------------------------------------------------
 # Decision Audit Trail
 # ---------------------------------------------------------------------------