Files
stonks-oracle/frontend/src/pages/Trading.tsx
T
Celes Renata 5209cc522e feat: enhanced paper trading reset with capital and reserve controls
- Add initial capital input (toggle between broker balance or custom amount)
- Add reserve/active pool split slider (0-50%, default 20%)
- Backend accepts reserve_pct in reset request body
- Note in UI that Alpaca balance reset requires Alpaca dashboard
- Confirmation dialog shows exact capital and split being applied
2026-04-30 05:49:38 +00:00

628 lines
27 KiB
TypeScript

import { useState } from 'react';
import { Link } from '@tanstack/react-router';
import {
useTradingConfig,
useSetTradingMode,
usePendingApprovals,
useReviewApproval,
useActiveLockouts,
useCreateLockout,
useDeleteLockout,
useMacroStatus,
useToggleMacro,
useCompetitiveStatus,
useToggleCompetitive,
useApprovalConfig,
useUpdateApprovalConfig,
} from '../api/hooks';
import { useResetPaperTrading, useTradingStatus, useUpdateTradingConfig } from '../api/tradingHooks';
import { StatusBadge, LoadingSpinner, Card } from '../components/ui';
export function TradingPage() {
const { data: config, isLoading: configLoading } = useTradingConfig();
const { data: approvals } = usePendingApprovals();
const { data: lockouts } = useActiveLockouts();
const { data: macroStatus } = useMacroStatus();
const { data: competitiveStatus } = useCompetitiveStatus();
const setMode = useSetTradingMode();
const resetTrading = useResetPaperTrading();
const { data: tradingStatus } = useTradingStatus();
const updateConfig = useUpdateTradingConfig();
const reviewApproval = useReviewApproval();
const toggleMacro = useToggleMacro();
const toggleCompetitive = useToggleCompetitive();
const { data: approvalConfig } = useApprovalConfig();
const updateApprovalConfig = useUpdateApprovalConfig();
const createLockout = useCreateLockout();
const deleteLockout = useDeleteLockout();
const [lockoutTicker, setLockoutTicker] = useState('');
const [lockoutReason, setLockoutReason] = useState('');
const [lockoutDuration, setLockoutDuration] = useState(60);
// Normalize API field names (API returns macro_enabled/competitive_enabled, not enabled)
const macroEnabled = macroStatus?.enabled ?? macroStatus?.macro_enabled ?? false;
const competitiveEnabled = competitiveStatus?.enabled ?? competitiveStatus?.competitive_enabled ?? false;
const autoApprovePaper = approvalConfig?.auto_approve_paper ?? true;
const [confirmMode, setConfirmMode] = useState<string | null>(null);
const [confirmMacroToggle, setConfirmMacroToggle] = useState(false);
const [confirmCompetitiveToggle, setConfirmCompetitiveToggle] = useState(false);
const [confirmApprovalToggle, setConfirmApprovalToggle] = useState(false);
if (configLoading) return <LoadingSpinner />;
const currentMode = config?.trading_mode ?? 'paper';
return (
<div className="space-y-6">
<h1 className="text-xl font-semibold text-gray-100">Trading Controls</h1>
{/* Trading Mode */}
<Card>
<h2 className="mb-3 text-sm font-medium text-gray-400">Trading Mode</h2>
<div className="flex items-center gap-3">
{['paper', 'live', 'disabled'].map((mode) => (
<button
key={mode}
onClick={() => {
if (mode === currentMode) return;
if (mode === 'live') { setConfirmMode(mode); return; }
setMode.mutate(mode);
}}
className={`rounded-md px-4 py-2 text-sm font-medium capitalize transition-colors ${
currentMode === mode
? 'bg-brand-600 text-white'
: 'border border-surface-700 bg-surface-900 text-gray-400 hover:bg-surface-800'
}`}
aria-pressed={currentMode === mode}
>
{mode}
</button>
))}
<Link
to="/trading/engine"
search={{ tab: 'override' }}
className="rounded-md bg-red-600 px-4 py-2 text-sm font-medium text-white hover:bg-red-700"
data-testid="override-trade-button"
>
Override Trade
</Link>
</div>
{/* Confirmation dialog for live mode */}
{confirmMode && (
<div className="mt-4 rounded-lg border border-orange-700/50 bg-orange-900/20 p-4">
<p className="text-sm text-orange-300">
Are you sure you want to switch to <span className="font-semibold">{confirmMode}</span> mode?
This enables real order execution.
</p>
<div className="mt-3 flex gap-2">
<button
onClick={() => { setMode.mutate(confirmMode); setConfirmMode(null); }}
className="rounded-md bg-orange-600 px-3 py-1.5 text-sm font-medium text-white hover:bg-orange-700"
>
Confirm
</button>
<button
onClick={() => setConfirmMode(null)}
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>
{/* Paper Trading Reset */}
<ResetCard
onReset={(params) => resetTrading.mutate(params)}
isResetting={resetTrading.isPending}
/>
{/* Risk Tier */}
<Card>
<h2 className="mb-3 text-sm font-medium text-gray-400">Risk Tier</h2>
<p className="mb-3 text-[10px] text-gray-600">
Controls confidence gates, position sizing, and portfolio heat limits for the trading engine.
</p>
<div className="flex items-center gap-3">
{(['conservative', 'moderate', 'aggressive'] as const).map((tier) => {
const currentTier = tradingStatus?.risk_tier ?? 'moderate';
const descriptions: Record<string, string> = {
conservative: 'Min confidence 0.75, max 5% position, 10% heat',
moderate: 'Min confidence 0.55, max 10% position, 20% heat',
aggressive: 'Min confidence 0.40, max 15% position, 30% heat',
};
return (
<button
key={tier}
onClick={() => {
if (tier !== currentTier) updateConfig.mutate({ risk_tier: tier });
}}
className={`rounded-md px-4 py-2 text-sm font-medium capitalize transition-colors ${
currentTier === tier
? 'bg-brand-600 text-white'
: 'border border-surface-700 bg-surface-900 text-gray-400 hover:bg-surface-800'
}`}
aria-pressed={currentTier === tier}
title={descriptions[tier]}
>
{tier}
</button>
);
})}
</div>
</Card>
{/* Macro Signal Layer Toggle */}
<Card>
<h2 className="mb-3 text-sm font-medium text-gray-400">Macro Signal Layer</h2>
<div className="flex items-center gap-4">
<button
onClick={() => setConfirmMacroToggle(true)}
className={`relative inline-flex h-6 w-11 shrink-0 cursor-pointer rounded-full border-2 border-transparent transition-colors focus:outline-none focus:ring-2 focus:ring-brand-500 focus:ring-offset-2 focus:ring-offset-surface-900 ${
macroEnabled ? 'bg-brand-600' : 'bg-surface-700'
}`}
role="switch"
aria-checked={macroEnabled ?? false}
aria-label="Toggle macro signal layer"
>
<span
className={`pointer-events-none inline-block h-5 w-5 rounded-full bg-white shadow ring-0 transition-transform ${
macroEnabled ? 'translate-x-5' : 'translate-x-0'
}`}
/>
</button>
<span className="text-sm text-gray-300">
{macroEnabled ? 'Enabled' : 'Disabled'}
</span>
{macroStatus?.toggled_at && (
<span className="text-xs text-gray-500">
Last changed: {new Date(macroStatus.toggled_at).toLocaleString()}
{macroStatus.toggled_by && ` by ${macroStatus.toggled_by}`}
</span>
)}
</div>
{/* Confirmation dialog for macro toggle */}
{confirmMacroToggle && (
<div className="mt-4 rounded-lg border border-orange-700/50 bg-orange-900/20 p-4">
<p className="text-sm text-orange-300">
Are you sure you want to {macroEnabled ? 'disable' : 'enable'} the macro signal layer?
{macroEnabled
? ' Disabling will exclude macro signals from trend summaries and recommendations.'
: ' Enabling will include global event macro signals in trend summaries and recommendations.'}
</p>
<div className="mt-3 flex gap-2">
<button
onClick={() => {
toggleMacro.mutate(!macroEnabled);
setConfirmMacroToggle(false);
}}
className="rounded-md bg-orange-600 px-3 py-1.5 text-sm font-medium text-white hover:bg-orange-700"
>
Confirm
</button>
<button
onClick={() => setConfirmMacroToggle(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>
{/* Competitive Signal Layer Toggle */}
<Card>
<h2 className="mb-3 text-sm font-medium text-gray-400">Competitive Signal Layer</h2>
<div className="flex items-center gap-4">
<button
onClick={() => setConfirmCompetitiveToggle(true)}
className={`relative inline-flex h-6 w-11 shrink-0 cursor-pointer rounded-full border-2 border-transparent transition-colors focus:outline-none focus:ring-2 focus:ring-brand-500 focus:ring-offset-2 focus:ring-offset-surface-900 ${
competitiveEnabled ? 'bg-brand-600' : 'bg-surface-700'
}`}
role="switch"
aria-checked={competitiveEnabled ?? false}
aria-label="Toggle competitive signal layer"
>
<span
className={`pointer-events-none inline-block h-5 w-5 rounded-full bg-white shadow ring-0 transition-transform ${
competitiveEnabled ? 'translate-x-5' : 'translate-x-0'
}`}
/>
</button>
<span className="text-sm text-gray-300">
{competitiveEnabled ? 'Enabled' : 'Disabled'}
</span>
{competitiveStatus?.toggled_at && (
<span className="text-xs text-gray-500">
Last changed: {new Date(competitiveStatus.toggled_at).toLocaleString()}
{competitiveStatus.toggled_by && ` by ${competitiveStatus.toggled_by}`}
</span>
)}
</div>
{/* Confirmation dialog for competitive toggle */}
{confirmCompetitiveToggle && (
<div className="mt-4 rounded-lg border border-orange-700/50 bg-orange-900/20 p-4">
<p className="text-sm text-orange-300">
Are you sure you want to {competitiveEnabled ? 'disable' : 'enable'} the competitive signal layer?
{competitiveEnabled
? ' Disabling will exclude historical pattern and competitive signals from trend summaries and recommendations.'
: ' Enabling will include historical pattern and competitive signals in trend summaries and recommendations.'}
</p>
<div className="mt-3 flex gap-2">
<button
onClick={() => {
toggleCompetitive.mutate(!competitiveEnabled);
setConfirmCompetitiveToggle(false);
}}
className="rounded-md bg-orange-600 px-3 py-1.5 text-sm font-medium text-white hover:bg-orange-700"
>
Confirm
</button>
<button
onClick={() => setConfirmCompetitiveToggle(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>
{/* Paper Order Approval Toggle */}
<Card>
<h2 className="mb-3 text-sm font-medium text-gray-400">Paper Order Approval</h2>
<div className="flex items-center gap-4">
<button
onClick={() => setConfirmApprovalToggle(true)}
className={`relative inline-flex h-6 w-11 shrink-0 cursor-pointer rounded-full border-2 border-transparent transition-colors focus:outline-none focus:ring-2 focus:ring-brand-500 focus:ring-offset-2 focus:ring-offset-surface-900 ${
!autoApprovePaper ? 'bg-brand-600' : 'bg-surface-700'
}`}
role="switch"
aria-checked={!autoApprovePaper}
aria-label="Toggle paper order approval requirement"
>
<span
className={`pointer-events-none inline-block h-5 w-5 rounded-full bg-white shadow ring-0 transition-transform ${
!autoApprovePaper ? 'translate-x-5' : 'translate-x-0'
}`}
/>
</button>
<span className="text-sm text-gray-300">
{autoApprovePaper ? 'Auto-approve paper orders' : 'Require approval for paper orders'}
</span>
</div>
{/* Confirmation dialog for approval toggle */}
{confirmApprovalToggle && (
<div className="mt-4 rounded-lg border border-orange-700/50 bg-orange-900/20 p-4">
<p className="text-sm text-orange-300">
Are you sure you want to {autoApprovePaper ? 'require approval for' : 'auto-approve'} paper orders?
{autoApprovePaper
? ' Enabling approval requirements will hold all paper orders for manual review before execution.'
: ' Disabling approval requirements will allow paper orders to execute automatically.'}
</p>
<div className="mt-3 flex gap-2">
<button
onClick={() => {
updateApprovalConfig.mutate({ auto_approve_paper: !autoApprovePaper });
setConfirmApprovalToggle(false);
}}
className="rounded-md bg-orange-600 px-3 py-1.5 text-sm font-medium text-white hover:bg-orange-700"
>
Confirm
</button>
<button
onClick={() => setConfirmApprovalToggle(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>
{/* Pending Approvals */}
<Card>
<h2 className="mb-3 text-sm font-medium text-gray-400">
Pending Approvals ({approvals?.length ?? 0})
</h2>
{!approvals?.length ? (
<p className="text-sm text-gray-500">No pending approvals</p>
) : (
<div className="space-y-2">
{approvals.map((a) => (
<ApprovalRow key={a.id} approval={a} onReview={(approved, note) => reviewApproval.mutate({ id: a.id, approved, review_note: note })} />
))}
</div>
)}
</Card>
{/* Active Lockouts */}
<Card>
<h2 className="mb-3 text-sm font-medium text-gray-400">
Active Lockouts ({lockouts?.length ?? 0})
</h2>
{/* Lockout Creation Form */}
<form
className="mb-4 flex flex-wrap items-end gap-2 rounded border border-surface-700 bg-surface-900 p-3"
onSubmit={(e) => {
e.preventDefault();
if (!lockoutTicker.trim()) return;
createLockout.mutate(
{ ticker: lockoutTicker.trim().toUpperCase(), reason: lockoutReason.trim(), duration_minutes: lockoutDuration },
{
onSuccess: () => {
setLockoutTicker('');
setLockoutReason('');
setLockoutDuration(60);
},
},
);
}}
>
<div className="flex flex-col gap-1">
<label htmlFor="lockout-ticker" className="text-xs text-gray-500">Ticker</label>
<input
id="lockout-ticker"
type="text"
placeholder="AAPL"
value={lockoutTicker}
onChange={(e) => setLockoutTicker(e.target.value.toUpperCase())}
className="w-24 rounded-md border border-surface-700 bg-surface-950 px-2 py-1 text-xs font-mono text-gray-200 uppercase placeholder-gray-600"
required
/>
</div>
<div className="flex flex-1 flex-col gap-1">
<label htmlFor="lockout-reason" className="text-xs text-gray-500">Reason</label>
<input
id="lockout-reason"
type="text"
placeholder="Manual lockout reason…"
value={lockoutReason}
onChange={(e) => setLockoutReason(e.target.value)}
className="rounded-md border border-surface-700 bg-surface-950 px-2 py-1 text-xs text-gray-200 placeholder-gray-600"
required
/>
</div>
<div className="flex flex-col gap-1">
<label htmlFor="lockout-duration" className="text-xs text-gray-500">Minutes</label>
<input
id="lockout-duration"
type="number"
min={1}
value={lockoutDuration}
onChange={(e) => setLockoutDuration(Number(e.target.value))}
className="w-20 rounded-md border border-surface-700 bg-surface-950 px-2 py-1 text-xs text-gray-200"
required
/>
</div>
<button
type="submit"
disabled={createLockout.isPending}
className="rounded-md bg-brand-600 px-3 py-1.5 text-xs font-medium text-white hover:bg-brand-700 disabled:opacity-50"
>
{createLockout.isPending ? 'Creating…' : 'Add Lockout'}
</button>
</form>
{!lockouts?.length ? (
<p className="text-sm text-gray-500">No active lockouts</p>
) : (
<div className="space-y-2">
{lockouts.map((l) => {
const expiresIn = l.expires_at ? Math.max(0, Math.round((new Date(l.expires_at).getTime() - Date.now()) / 60000)) : 0;
return (
<div key={l.id} className="flex items-center justify-between rounded border border-surface-700 bg-surface-950 p-3">
<div className="flex items-center gap-3">
<span className="font-mono font-semibold text-brand-300">{l.ticker}</span>
<StatusBadge status={l.lockout_type} />
<span className="text-sm text-gray-400">{l.reason}</span>
</div>
<div className="flex items-center gap-2">
<span className="text-xs text-gray-500">
{expiresIn > 0 ? `${expiresIn}m remaining` : 'expired'}
</span>
<button
onClick={() => deleteLockout.mutate(l.id)}
disabled={deleteLockout.isPending}
className="rounded bg-red-700/80 px-2 py-0.5 text-xs font-medium text-red-100 hover:bg-red-600 disabled:opacity-50"
>
Remove
</button>
</div>
</div>
);
})}
</div>
)}
</Card>
</div>
);
}
function ApprovalRow({ approval, onReview }: {
approval: { id: string; ticker: string; side: string; quantity: number; estimated_value: number | null; requested_at: string };
onReview: (approved: boolean, note: string) => void;
}) {
const [note, setNote] = useState('');
return (
<div className="rounded border border-surface-700 bg-surface-950 p-3">
<div className="flex items-center justify-between">
<div className="flex items-center gap-3">
<span className="font-mono font-semibold text-brand-300">{approval.ticker}</span>
<StatusBadge status={approval.side} />
<span className="text-sm text-gray-300">qty: {approval.quantity}</span>
{approval.estimated_value != null && (
<span className="text-sm text-gray-500">${approval.estimated_value.toFixed(2)}</span>
)}
</div>
<span className="text-xs text-gray-500">{new Date(approval.requested_at).toLocaleString()}</span>
</div>
<div className="mt-2 flex items-center gap-2">
<input
type="text"
placeholder="Review note…"
value={note}
onChange={(e) => setNote(e.target.value)}
className="flex-1 rounded-md border border-surface-700 bg-surface-900 px-2 py-1 text-xs text-gray-200 placeholder-gray-500"
aria-label="Review note"
/>
<button onClick={() => onReview(true, note)} className="rounded bg-green-700 px-3 py-1 text-xs font-medium text-white hover:bg-green-600">
Approve
</button>
<button onClick={() => onReview(false, note)} className="rounded bg-red-700 px-3 py-1 text-xs font-medium text-white hover:bg-red-600">
Reject
</button>
</div>
</div>
);
}
function ResetCard({ onReset, isResetting }: {
onReset: (params: { initial_capital?: number; reserve_pct?: number }) => void;
isResetting: boolean;
}) {
const [showConfirm, setShowConfirm] = useState(false);
const [capitalInput, setCapitalInput] = useState('100000');
const [reservePct, setReservePct] = useState(20);
const [useCustomCapital, setUseCustomCapital] = useState(false);
const capital = parseFloat(capitalInput) || 0;
const reserveAmount = capital * (reservePct / 100);
const activeAmount = capital - reserveAmount;
return (
<Card>
<h2 className="mb-3 text-sm font-medium text-gray-400">Paper Trading Account</h2>
{/* Capital & Reserve Configuration */}
<div className="mb-4 space-y-3 rounded-lg border border-surface-700 bg-surface-950 p-4">
<div className="flex items-center gap-3">
<button
onClick={() => setUseCustomCapital(!useCustomCapital)}
className={`relative inline-flex h-5 w-9 shrink-0 cursor-pointer rounded-full border-2 border-transparent transition-colors focus:outline-none focus:ring-2 focus:ring-brand-500 focus:ring-offset-2 focus:ring-offset-surface-900 ${
useCustomCapital ? 'bg-brand-600' : 'bg-surface-700'
}`}
role="switch"
aria-checked={useCustomCapital}
aria-label="Set custom initial capital"
>
<span className={`pointer-events-none inline-block h-4 w-4 rounded-full bg-white shadow transition-transform ${
useCustomCapital ? 'translate-x-4' : 'translate-x-0'
}`} />
</button>
<span className="text-sm text-gray-300">Set initial capital</span>
<span className="text-[10px] text-gray-600">(otherwise uses broker account balance)</span>
</div>
{useCustomCapital && (
<div className="flex items-center gap-2">
<label htmlFor="reset-capital" className="text-xs text-gray-500">Capital $</label>
<input
id="reset-capital"
type="number"
min={0}
step={1000}
value={capitalInput}
onChange={(e) => setCapitalInput(e.target.value)}
className="w-36 rounded-md border border-surface-700 bg-surface-900 px-2 py-1 text-sm font-mono text-gray-200"
/>
</div>
)}
<div>
<div className="flex items-center justify-between">
<label htmlFor="reset-reserve" className="text-xs text-gray-500">
Reserve pool: {reservePct}%
</label>
<span className="text-xs text-gray-600">
Active: {100 - reservePct}%
</span>
</div>
<input
id="reset-reserve"
type="range"
min={0}
max={50}
step={5}
value={reservePct}
onChange={(e) => setReservePct(Number(e.target.value))}
className="mt-1 w-full accent-brand-600"
/>
{useCustomCapital && capital > 0 && (
<div className="mt-1 flex justify-between text-[10px] text-gray-600">
<span>Reserve: ${reserveAmount.toLocaleString(undefined, { maximumFractionDigits: 0 })}</span>
<span>Active: ${activeAmount.toLocaleString(undefined, { maximumFractionDigits: 0 })}</span>
</div>
)}
</div>
</div>
{/* Reset Button */}
<div className="flex items-center justify-between">
<div>
<p className="text-sm text-gray-300">Full Reset</p>
<p className="text-[10px] text-gray-600">
Liquidates all broker positions, cancels open orders, wipes local trading history,
and sets capital from {useCustomCapital ? 'the amount above' : 'the broker account balance'}.
</p>
<p className="mt-1 text-[10px] text-gray-600 italic">
Note: To reset the Alpaca paper account balance itself, use the Alpaca dashboard.
</p>
</div>
<button
onClick={() => setShowConfirm(true)}
disabled={isResetting}
className="shrink-0 rounded-md border border-red-700/50 bg-red-900/20 px-3 py-1.5 text-sm font-medium text-red-400 hover:bg-red-900/40 disabled:opacity-50"
>
Reset Everything
</button>
</div>
{showConfirm && (
<div className="mt-3 rounded-lg border border-red-700/50 bg-red-900/20 p-4">
<p className="text-sm text-red-300">
This will <span className="font-semibold">permanently delete</span> all positions, orders,
trading decisions, stop levels, portfolio snapshots, and backtest data.
All broker positions will be liquidated.
{useCustomCapital
? ` Capital will be set to $${capital.toLocaleString()} (${reservePct}% reserve / ${100 - reservePct}% active).`
: ` Capital will be set from the broker's account balance (${reservePct}% reserve / ${100 - reservePct}% active).`}
</p>
<div className="mt-3 flex gap-2">
<button
onClick={() => {
onReset({
initial_capital: useCustomCapital ? capital : undefined,
reserve_pct: reservePct / 100,
});
setShowConfirm(false);
}}
disabled={isResetting}
className="rounded-md bg-red-600 px-3 py-1.5 text-sm font-medium text-white hover:bg-red-700 disabled:opacity-50"
>
{isResetting ? 'Resetting…' : 'Yes, Reset Everything'}
</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>
);
}