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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.

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This commit is contained in:
padreug 2025-06-22 16:02:43 +02:00
parent e05404fcab
commit 9821be0406
4 changed files with 62 additions and 1 deletions
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22
crud.py
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@ -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
)