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PnL Slice 3: Monthly tab Realised rename + computePnl-sourced values#28

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heyitsStylez merged 1 commit into
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pnl-slice3
May 6, 2026
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PnL Slice 3: Monthly tab Realised rename + computePnl-sourced values#28
heyitsStylez merged 1 commit into
mainfrom
pnl-slice3

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@heyitsStylez heyitsStylez commented May 6, 2026

Closes #15.

Summary

  • computePnl exposes realisedByMonth: { 'YYYY-MM': delta }, bucketed by settled-event expiry, asset-filter aware.
  • Premium P&L Monthly tab column renamed "Net P&L" → "Realised P&L" and now sources values from realisedByMonth instead of the legacy netPnl = totalPrem − assignmentLoss + callAwayCredit formula.
  • Net Cost tooltip portion of Slice 3: Monthly tab Realised rename + per-lot Net Cost tooltip #15 already shipped in d76a1dc / 24dc433 — not re-done here.

Test plan

  • npm test — 58 passing (3 new unit + 2 new integration tests for slice 3)
  • python3 build.py --check — clean
  • Eyeball the Monthly tab on the deployed preview to confirm the renamed header + values match the Total tab's Realised tile bucketed by month

🤖 Generated with Claude Code

Extend computePnl to expose realisedByMonth bucketed by settled-event
expiry (asset-filter aware). Switch the Premium P&L Monthly tab off
the legacy netPnl formula (totalPrem − assignmentLoss + callAwayCredit)
to the cash-flow lens, and rename the column header Net P&L → Realised P&L.

Net Cost tooltip portion of issue #15 already shipped in d76a1dc / 24dc433.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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vercel Bot commented May 6, 2026

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Project Deployment Actions Updated (UTC)
hyperwheel Ready Ready Preview, Comment May 6, 2026 0:17am

@heyitsStylez heyitsStylez merged commit fd8c30d into main May 6, 2026
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@heyitsStylez heyitsStylez deleted the pnl-slice3 branch May 6, 2026 00:41
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Slice 3: Monthly tab Realised rename + per-lot Net Cost tooltip

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