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

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This commit is contained in:
Celes Renata
2026-04-16 14:06:30 +00:00
parent 14e411daf9
commit 58a8726306
4 changed files with 156 additions and 4 deletions
Download Patch File Download Diff File Expand all files Collapse all files
frontend/src/api/hooks.ts
+9
View File
@@ -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
+79
View File
@@ -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
+7 -4
View File
@@ -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
+61
View File
@@ -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
# ---------------------------------------------------------------------------