initial: alpaclaudia paper-trading bot + dashboard
Python bot (bot/alpaclaudia): alpaca-py client, wheel strategy (CSP + covered calls) plus equity trailing stops, risk gates (cash buffer, cost-basis guard, per-symbol concentration cap), SQLite state log, Typer CLI (tick/loop/status/ report/dump-state), Discord daily report, pytest suite. Next.js 14 dashboard (dashboard/): read-only — reads the bot's SQLite directly and pulls live account/positions/orders from Alpaca. KPIs, equity chart, positions, bot-intents audit table, and orders table. Dark UI with Tailwind. systemd/: user-unit templates for the polling loop and the post-close report timer. docs/STRATEGY.md: wheel mechanics, risk invariants, later candidates. Defaults to BOT_MODE=dry — nothing is submitted to Alpaca until explicitly enabled in .env. ALPACA_ENV=paper by default; flipping to live requires an explicit second guard.
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import { num, timeAgo } from "../lib/format";
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type Intent = {
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id: number;
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ts: string;
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strategy: string;
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symbol: string;
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side: string;
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qty: number;
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order_type: string;
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limit_price: number | null;
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trail_percent: number | null;
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details_json: string;
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submitted: number;
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alpaca_order_id: string | null;
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status: string | null;
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};
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function statusTone(status: string | null, submitted: number): string {
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if (status === "blocked") return "text-down";
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if (status === "error") return "text-down";
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if (submitted) return "text-up";
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if (status === "dry_run") return "text-mute";
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return "text-warn";
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}
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export function IntentsTable({ intents }: { intents: Intent[] }) {
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if (!intents.length)
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return (
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<div className="panel p-6 text-mute text-sm">
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No strategy intents recorded yet. Run the bot once: <code>alpaclaudia tick</code>.
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</div>
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);
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return (
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<div className="panel overflow-hidden">
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<div className="px-4 py-3 border-b border-border flex items-center justify-between">
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<div className="text-sm font-medium">Bot intents (latest 200)</div>
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<div className="text-xs text-mute">{intents.length}</div>
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</div>
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<div className="overflow-x-auto">
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<table className="w-full text-sm">
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<thead>
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<tr className="table-header border-b border-border">
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<th className="text-left px-4 py-2 font-normal">When</th>
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<th className="text-left px-4 py-2 font-normal">Strategy</th>
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<th className="text-left px-4 py-2 font-normal">Symbol</th>
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<th className="text-left px-4 py-2 font-normal">Side</th>
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<th className="text-left px-4 py-2 font-normal">Type</th>
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<th className="text-right px-4 py-2 font-normal">Qty</th>
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<th className="text-left px-4 py-2 font-normal">Outcome</th>
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<th className="text-left px-4 py-2 font-normal">Rationale</th>
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</tr>
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</thead>
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<tbody>
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{intents.map((i) => {
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let rationale = "";
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let blockedReason = "";
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try {
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const d = JSON.parse(i.details_json || "{}");
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rationale = d.rationale || "";
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blockedReason = d.blocked_reason || d.error || "";
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} catch {}
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const tone = statusTone(i.status, i.submitted);
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return (
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<tr key={i.id} className="row-hover border-b border-border/60 align-top">
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<td className="px-4 py-2 text-mute text-xs whitespace-nowrap">
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{timeAgo(i.ts)}
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</td>
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<td className="px-4 py-2 text-xs">{i.strategy}</td>
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<td className="px-4 py-2 font-mono text-xs">{i.symbol}</td>
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<td className="px-4 py-2 uppercase text-xs">{i.side}</td>
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<td className="px-4 py-2 text-xs">{i.order_type}</td>
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<td className="px-4 py-2 text-right num">{num(i.qty, 0)}</td>
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<td className={`px-4 py-2 text-xs ${tone}`}>
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{i.status || (i.submitted ? "submitted" : "pending")}
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</td>
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<td className="px-4 py-2 text-xs text-mute max-w-[520px]">
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{rationale}
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{blockedReason && (
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<div className="text-down mt-0.5">blocked: {blockedReason}</div>
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)}
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</td>
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</tr>
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);
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})}
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</tbody>
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</table>
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</div>
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</div>
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);
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}
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