Enhance client dashboard summary: Add current fiat value of Bitcoin holdings and wallet currency to the summary metrics. Update model and frontend to display current value and unrealized gains/losses, improving financial insights for users.

crud.py

@@ -4,6 +4,8 @@ from typing import List, Optional
 from datetime import datetime, timedelta
 
 from lnbits.db import Database
+from lnbits.utils.exchange_rates import satoshis_amount_as_fiat
+from lnbits.core.crud.wallets import get_wallet
 
 from .models import (
     ClientDashboardSummary,
@@ -32,6 +34,13 @@ async def get_client_dashboard_summary(user_id: str) -> Optional[ClientDashboard
     if not client:
         return None
     
+    # Get wallet to determine currency
+    wallet = await get_wallet(client["wallet_id"])
+    # TODO: Get currency from wallet; bit more difficult to do in a different 
+    # currency than deposit cause of cross exchange rates
+    # currency = wallet.currency or "GTQ"  # Default to GTQ if no currency set
+    currency = "GTQ"  # Default to GTQ if no currency set
+    
     # Get total sats accumulated from DCA transactions
     sats_result = await db.fetchone(
         """
@@ -95,17 +104,28 @@ async def get_client_dashboard_summary(user_id: str) -> Optional[ClientDashboard
     remaining_balance = confirmed_deposits - dca_spent  # Remaining = deposits - DCA spending
     avg_cost_basis = total_sats / dca_spent if dca_spent > 0 else 0  # Cost basis = sats / fiat spent
     
+    # Calculate current fiat value of total sats
+    current_sats_fiat_value = 0.0
+    if total_sats > 0:
+        try:
+            current_sats_fiat_value = await satoshis_amount_as_fiat(total_sats, currency)
+        except Exception as e:
+            print(f"Warning: Could not fetch exchange rate for {currency}: {e}")
+            current_sats_fiat_value = 0.0
+    
     return ClientDashboardSummary(
         user_id=user_id,
         total_sats_accumulated=total_sats,
         total_fiat_invested=total_invested,  # Sum of confirmed deposits
         pending_fiat_deposits=pending_deposits,  # Sum of pending deposits
+        current_sats_fiat_value=current_sats_fiat_value,  # Current fiat value of sats
         average_cost_basis=avg_cost_basis,
         current_fiat_balance=remaining_balance,  # Confirmed deposits - DCA spent
         total_transactions=tx_stats["tx_count"] if tx_stats else 0,
         dca_mode=client["dca_mode"],
         dca_status=client["status"],
-        last_transaction_date=tx_stats["last_tx_date"] if tx_stats else None
+        last_transaction_date=tx_stats["last_tx_date"] if tx_stats else None,
+        currency=currency  # Wallet's currency
     )
 
 

models.py

@@ -13,6 +13,7 @@ class ClientDashboardSummary(BaseModel):
     total_sats_accumulated: int
     total_fiat_invested: int  # Confirmed deposits
     pending_fiat_deposits: int  # Pending deposits awaiting confirmation
+    current_sats_fiat_value: float  # Current fiat value of total sats
     average_cost_basis: float  # Average sats per fiat unit
     current_fiat_balance: int  # Available balance for DCA
     total_transactions: int

static/js/index.js

@@ -21,6 +21,20 @@ window.app = Vue.createApp({
       }).format(amount);
     },
 
+    formatCurrencyWithCode(amount, currencyCode) {
+      if (!amount) return `${currencyCode} 0.00`;
+      // Format with the provided currency code
+      try {
+        return new Intl.NumberFormat('en-US', {
+          style: 'currency',
+          currency: currencyCode,
+        }).format(amount);
+      } catch (error) {
+        // Fallback if currency code is not supported
+        return `${currencyCode} ${amount.toFixed(2)}`;
+      }
+    },
+
     formatDate(dateString) {
       if (!dateString) return ''
       return new Date(dateString).toLocaleDateString()

templates/satmachineclient/index.html

@@ -57,6 +57,32 @@
               </div>
             </div>
           </div>
+          <!-- Current Value Row -->
+          <div class="row q-col-gutter-md q-mt-sm">
+            <div class="col-12 col-md-6">
+              <q-card flat class="bg-green-1">
+                <q-card-section class="text-center">
+                  <div class="text-h5 text-green-8">${formatCurrencyWithCode(dashboardData.current_sats_fiat_value, dashboardData.currency)}</div>
+                  <div class="text-caption text-green-7">Current Value of Bitcoin Holdings</div>
+                  <div class="text-caption text-grey">at today's ${dashboardData.currency} exchange rate</div>
+                </q-card-section>
+              </q-card>
+            </div>
+            <div class="col-12 col-md-6">
+              <q-card flat class="bg-blue-1">
+                <q-card-section class="text-center">
+                  <div class="text-h6 text-blue-8">
+                    ${dashboardData.current_sats_fiat_value > (dashboardData.total_fiat_invested / 100) ? '+' : ''}
+                    ${formatCurrencyWithCode(dashboardData.current_sats_fiat_value - (dashboardData.total_fiat_invested / 100), dashboardData.currency)}
+                  </div>
+                  <div class="text-caption text-blue-7">
+                    ${dashboardData.current_sats_fiat_value > (dashboardData.total_fiat_invested / 100) ? 'Unrealized Gain' : 'Unrealized Loss'}
+                  </div>
+                  <div class="text-caption text-grey">vs total invested</div>
+                </q-card-section>
+              </q-card>
+            </div>
+          </div>
           <!-- Pending Deposits Row -->
           <div v-if="dashboardData.pending_fiat_deposits > 0" class="row q-col-gutter-md q-mt-sm">
             <div class="col-12">