Files
autofirmer-expanded/app/page.tsx
T
SenofyandClaude Sonnet 4.6 dd18f91584 Add full Next.js autotrader app with SQLite persistence and live Tradovate data
- SQLite DB (better-sqlite3) with firms, account_configs, firm_fees, instruments tables
- REST API routes: firms CRUD, account configs CRUD, state, accounts, instruments
- Live Tradovate WebSocket client: login, sync, positions, auto-liq thresholds
- Dashboard (app/page.tsx): per-firm account list with balance, day P&L, days traded,
  target progress, and Dead/Inactive/Flat status based on Tradovate auto-liq floors
- Account detail page: objectives progress, daily P&L chart, consistency tracking
- Per-firm settings page: account configs and instrument fee management
- Dead detection uses trailingMaxDrawdownLimit - trailingMaxDrawdown from
  userAccountAutoLiqs; filters Tradovate sentinel value (999999999 = no limit)
- FIFO P&L engine with commission accounting for daily P&L history
- Removed manual maxLoss fallback in favour of live Tradovate auto-liq data

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-08 15:03:21 -05:00

330 lines
16 KiB
TypeScript

'use client';
import { useEffect, useState } from 'react';
import { useRouter } from 'next/navigation';
import Link from 'next/link';
import type { FirmConfig, FirmState, AccountState, AccountConfig } from '@/types';
function getAccountConfig(name: string, firm: FirmConfig): AccountConfig | undefined {
return [...firm.accounts]
.sort((a, b) => b.prefix.length - a.prefix.length)
.find((a) => name.startsWith(a.prefix));
}
function fmt(value: number) {
return value.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 });
}
/** Returns true when an account's balance has breached Tradovate's auto-liquidation floor. */
function isAccountDead(account: AccountState): boolean {
return account.autoLiqThreshold > 0 && account.amount <= account.autoLiqThreshold;
}
function SettingsIcon() {
return (
<svg width="15" height="15" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
<circle cx="12" cy="12" r="3" />
<path d="M19.4 15a1.65 1.65 0 0 0 .33 1.82l.06.06a2 2 0 0 1-2.83 2.83l-.06-.06a1.65 1.65 0 0 0-1.82-.33 1.65 1.65 0 0 0-1 1.51V21a2 2 0 0 1-4 0v-.09A1.65 1.65 0 0 0 9 19.4a1.65 1.65 0 0 0-1.82.33l-.06.06a2 2 0 0 1-2.83-2.83l.06-.06A1.65 1.65 0 0 0 4.68 15a1.65 1.65 0 0 0-1.51-1H3a2 2 0 0 1 0-4h.09A1.65 1.65 0 0 0 4.6 9a1.65 1.65 0 0 0-.33-1.82l-.06-.06a2 2 0 0 1 2.83-2.83l.06.06A1.65 1.65 0 0 0 9 4.68a1.65 1.65 0 0 0 1-1.51V3a2 2 0 0 1 4 0v.09a1.65 1.65 0 0 0 1 1.51 1.65 1.65 0 0 0 1.82-.33l.06-.06a2 2 0 0 1 2.83 2.83l-.06.06A1.65 1.65 0 0 0 19.4 9a1.65 1.65 0 0 0 1.51 1H21a2 2 0 0 1 0 4h-.09a1.65 1.65 0 0 0-1.51 1z" />
</svg>
);
}
function ChevronIcon({ open }: { open: boolean }) {
return (
<svg className={`chevron${open ? ' open' : ''}`} width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2.5" strokeLinecap="round" strokeLinejoin="round">
<polyline points="6 9 12 15 18 9" />
</svg>
);
}
function DetailsIcon() {
return (
<svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
<path d="M18 13v6a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V8a2 2 0 0 1 2-2h6" />
<polyline points="15 3 21 3 21 9" />
<line x1="10" y1="14" x2="21" y2="3" />
</svg>
);
}
function AccountRow({ account, firm, hideDead }: { account: AccountState; firm: FirmConfig; hideDead: boolean }) {
const cfg = getAccountConfig(account.name, firm);
const dead = isAccountDead(account);
if (hideDead && dead) return null;
const pnlColor = account.realizedPnL > 0 ? 'text-green-600 font-medium' : account.realizedPnL < 0 ? 'text-red-600 font-medium' : 'text-slate-400';
return (
<tr className={`border-b border-slate-100 hover:bg-slate-50 transition-colors${!account.active || dead ? ' opacity-50' : ''}`}>
<td className="px-4 py-3">
<div className="flex items-center gap-2 font-medium text-slate-800 pl-4">
{account.name}
</div>
</td>
<td className="px-4 py-3 text-slate-600 tabular-nums">${fmt(account.amount)}</td>
<td className={`px-4 py-3 tabular-nums ${pnlColor}`}>
{account.realizedPnL >= 0 ? '+' : ''}${fmt(account.realizedPnL)}
</td>
<td className="px-4 py-3 text-slate-600 tabular-nums">
{account.daysTraded} / {cfg?.minTradingDays ?? '—'}
</td>
<td className="px-4 py-3 text-slate-600 tabular-nums">
${cfg?.profitTarget?.toLocaleString() ?? '—'}
</td>
<td className="px-4 py-3">
<div className="flex items-center justify-between">
{dead
? <span className="inline-block px-2.5 py-0.5 rounded-full text-xs font-semibold bg-slate-800 text-white">Dead</span>
: !account.active
? <span className="inline-block px-2.5 py-0.5 rounded-full text-xs font-semibold bg-red-100 text-red-700">Inactive</span>
: account.hasPosition
? <span className="inline-block px-2.5 py-0.5 rounded-full text-xs font-semibold bg-blue-100 text-blue-700">In Trade</span>
: <span className="inline-block px-2.5 py-0.5 rounded-full text-xs font-semibold bg-slate-100 text-slate-500">Flat</span>}
<Link
href={`/accounts/${account.id}`}
className="text-slate-400 hover:text-slate-600 hover:bg-slate-200 p-1 rounded-md transition-colors inline-flex"
title="View details"
onClick={(e) => e.stopPropagation()}
>
<DetailsIcon />
</Link>
</div>
</td>
</tr>
);
}
function FirmRows({ state, firm, deleteMode, selected, onToggle, hideDead }: {
state: FirmState;
firm: FirmConfig;
deleteMode: boolean;
selected: boolean;
onToggle: () => void;
hideDead: boolean;
}) {
const [open, setOpen] = useState(true);
return (
<>
<tr
className="border-t border-slate-200 bg-slate-50 hover:bg-slate-100 cursor-pointer select-none transition-colors"
onClick={() => setOpen((o) => !o)}
>
<td className="px-4 py-3.5">
<div className="flex items-center gap-2.5">
{deleteMode && (
<input
type="checkbox"
checked={selected}
onChange={onToggle}
onClick={(e) => e.stopPropagation()}
className="w-4 h-4 accent-red-500 cursor-pointer flex-shrink-0"
/>
)}
<span className="font-bold text-sm text-slate-800">{state.firm}</span>
</div>
</td>
<td /><td /><td /><td />
<td className="px-4 py-3.5">
<div className="flex items-center justify-end gap-1">
<Link
href={`/firms/${firm.id}/settings`}
className="text-slate-400 hover:text-slate-600 hover:bg-slate-200 p-1 rounded-md transition-colors inline-flex"
onClick={(e) => e.stopPropagation()}
title="Settings"
>
<SettingsIcon />
</Link>
<ChevronIcon open={open} />
</div>
</td>
</tr>
{open && (
state.accounts.length === 0 ? (
<tr>
<td colSpan={6} className="px-4 py-5 pl-12 text-sm text-slate-400 italic">
Waiting for data...
</td>
</tr>
) : (
state.accounts.map((acc) => (
<AccountRow key={acc.id} account={acc} firm={firm} hideDead={hideDead} />
))
)
)}
</>
);
}
export default function Home() {
const router = useRouter();
const [config, setConfig] = useState<FirmConfig[]>([]);
const [firms, setFirms] = useState<FirmState[]>([]);
const [deleteMode, setDeleteMode] = useState(false);
const [selected, setSelected] = useState<Set<number>>(new Set());
const [hideDead, setHideDead] = useState(false);
const fetchConfig = async () => {
try {
const res = await fetch('/api/firms');
if (res.ok) {
const data: FirmConfig[] = await res.json();
setConfig(data);
}
} catch {
// server not running yet
}
};
useEffect(() => {
fetchConfig();
const fetchState = async () => {
try {
const res = await fetch('/api/state');
if (res.ok) {
const data: FirmState[] = await res.json();
setFirms(data);
}
} catch {
// server not running yet
}
};
fetchState();
const interval = setInterval(fetchState, 5000);
return () => clearInterval(interval);
}, []);
// Count dead accounts across all firms for the toggle button label
const deadCount = firms.reduce((total, firmState) => {
const firmCfg = config.find((c) => c.firm === firmState.firm);
if (!firmCfg) return total;
return total + firmState.accounts.filter((acc) => isAccountDead(acc)).length;
}, 0);
const handleConfirmDelete = async () => {
await Promise.all(
[...selected].map((id) =>
fetch(`/api/firms/${id}`, { method: 'DELETE' }).catch(() => {})
)
);
setSelected(new Set());
setDeleteMode(false);
fetchConfig();
};
const toggleSelected = (id: number) => {
setSelected((prev) => {
const next = new Set(prev);
if (next.has(id)) next.delete(id);
else next.add(id);
return next;
});
};
return (
<div className="min-h-screen bg-slate-50 p-8">
<div className="max-w-7xl mx-auto">
<div className="flex items-center justify-between mb-6">
<h1 className="text-2xl font-bold text-slate-900">AutoTrader</h1>
<div className="flex items-center gap-2">
{deleteMode ? (
<>
{selected.size > 0 && (
<button
onClick={handleConfirmDelete}
className="px-4 py-2 bg-red-100 hover:bg-red-200 text-red-700 text-sm font-semibold rounded-lg transition-colors"
>
Confirm Delete ({selected.size})
</button>
)}
<button
onClick={() => { setDeleteMode(false); setSelected(new Set()); }}
className="px-4 py-2 text-sm text-slate-600 hover:text-slate-800 border border-slate-200 bg-white rounded-lg transition-colors"
>
Cancel
</button>
</>
) : (
<>
{deadCount > 0 && (
<button
onClick={() => setHideDead((h) => !h)}
className={`px-4 py-2 text-sm font-semibold rounded-lg transition-colors border ${
hideDead
? 'bg-slate-800 text-white border-slate-800 hover:bg-slate-700'
: 'bg-white text-slate-600 border-slate-200 hover:bg-slate-100'
}`}
>
{hideDead ? `Show Dead (${deadCount})` : `Hide Dead (${deadCount})`}
</button>
)}
<button
onClick={() => router.push('/add')}
className="px-4 py-2 bg-green-100 hover:bg-green-200 text-green-700 text-sm font-semibold rounded-lg transition-colors"
>
+ Add New
</button>
<button
onClick={() => setDeleteMode(true)}
className="px-4 py-2 bg-red-100 hover:bg-red-200 text-red-700 text-sm font-semibold rounded-lg transition-colors"
>
Delete
</button>
<Link
href="/settings"
className="px-3 py-2 text-slate-400 hover:text-slate-600 hover:bg-slate-100 rounded-lg transition-colors inline-flex items-center"
title="Global Settings"
>
<SettingsIcon />
</Link>
</>
)}
</div>
</div>
<div className="w-full bg-white border border-slate-200 rounded-xl overflow-hidden shadow-sm">
<table className="w-full text-sm border-collapse">
<thead>
<tr className="border-b border-slate-200 bg-slate-50">
<th className="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wider text-slate-400">Account</th>
<th className="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wider text-slate-400">Balance</th>
<th className="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wider text-slate-400">Day P&L</th>
<th className="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wider text-slate-400">Days Traded</th>
<th className="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wider text-slate-400">Target</th>
<th className="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wider text-slate-400">Status</th>
</tr>
</thead>
<tbody>
{config.length === 0 ? (
<tr>
<td colSpan={6} className="px-4 py-8 text-center text-sm text-slate-400 italic">
No firms yet click + Add New to get started
</td>
</tr>
) : (
config.map((cfg) => {
const state = firms.find((f) => f.firm === cfg.firm) ?? { firm: cfg.firm, connected: false, accounts: [] };
return (
<FirmRows
key={cfg.id}
state={state}
firm={cfg}
deleteMode={deleteMode}
selected={selected.has(cfg.id)}
onToggle={() => toggleSelected(cfg.id)}
hideDead={hideDead}
/>
);
})
)}
</tbody>
</table>
</div>
</div>
</div>
);
}