{% extends 'base.html' %}{% block title %}Strategy editor · Admin Studio · Quantzy{% endblock %}{% block content %}
<section class="page-heading"><a class="back-link" href="/account/admin">← Admin Studio</a><p class="eyebrow">STRATEGY EDITOR</p><h1>{{ 'Refine your strategy.' if existing else 'Start with an idea.' }}</h1><p class="intro">Draft changes stay private until you publish a new version. Existing deployments keep their selected version.</p></section>{% if request.args.get("saved") %}<p class="note" role="status">Draft saved. Source format and inputs are valid; your changes are not published yet.</p>{% elif request.args.get("published") %}<p class="note" role="status">New version published. Existing deployments keep their selected version.</p>{% endif %}{% if error %}<div class="error" role="alert">{{ error }}</div>{% endif %}
<form method="post" class="admin-editor" data-pending="Validating & saving…"><input type="hidden" name="csrf" value="{{ csrf_token() }}"><section class="panel"><div class="section-label"><span>01</span><div><h2>Strategy overview</h2><p>Clear, specific information helps users make an informed choice.</p></div></div><div class="grid-two"><label class="span-two">Strategy name<input name="title" maxlength="90" required value="{{ draft.get('title','') }}"></label><label class="span-two">Short description<input name="summary" maxlength="250" required value="{{ draft.get('summary','') }}"></label><label>Category<input name="category" required maxlength="60" value="{{ draft.get('category','') }}" placeholder="e.g. Trend following"></label><label>Timeframe<input name="timeframe" required maxlength="60" value="{{ draft.get('timeframe','') }}" placeholder="e.g. 5-minute candles"></label><label>Private implementation<select name="engine"><option value="python" {% if draft.get('engine','python')=='python' %}selected{% endif %}>Python strategy</option><option value="sae" {% if draft.get('engine')=='sae' %}selected{% endif %}>Compiled AlgoTest definition</option></select></label><label>Execution type<select name="mode"><option value="paper" {% if draft.get('mode')=='paper' %}selected{% endif %}>Paper trading — simulated fills only</option><option value="signals" {% if draft.get('mode')=='signals' %}selected{% endif %}>Signals only — no order calls in code</option><option value="live" {% if draft.get('mode')=='live' %}selected{% endif %}>Live execution — may place real orders</option></select></label><label>Capital guidance<input name="capital" required maxlength="180" value="{{ draft.get('capital','') }}" placeholder="State the basis; avoid guaranteed returns"></label><label class="span-two">Supported broker IDs<input name="brokers" required value="{{ draft.get('brokers',[])|join(', ') }}" placeholder="zerodha, dhan, zebuxts"><span class="fine muted">Use integration IDs from the list below.</span></label></div><details><summary>Available broker IDs</summary><p class="fine muted">{% for id,name in brokers.items() %}{{ id }} ({{ name }}){% if not loop.last %}, {% endif %}{% endfor %}</p></details></section><section class="panel"><h2>Customer-facing information</h2><p class="fine muted">Only this overview, the summary, risk notes and capital guidance are shown to customers. Keep proprietary rules in the private notes below.</p><div class="stack"><label>Public overview<textarea name="public_overview" rows="4" maxlength="3000">{{ draft.get('public_overview','') }}</textarea></label><div class="grid-two"><label>Underlying<input name="underlying" maxlength="60" value="{{ draft.get('underlying','') }}" placeholder="e.g. NIFTY"></label><label>Holding period<input name="holding_period" maxlength="60" value="{{ draft.get('holding_period','') }}" placeholder="e.g. Intraday"></label><label>Risk classification<select name="risk_level">{% for risk in ['Not classified','Low','Moderate','High','Very high'] %}<option {% if draft.get('risk_level','Not classified') == risk %}selected{% endif %}>{{ risk }}</option>{% endfor %}</select></label></div></div></section><section class="panel"><div class="section-label"><span>02</span><div><h2>Private research notes</h2><p>No invented performance figures or unsupported claims.</p></div></div><div class="stack"><label>Private approach<textarea name="description" rows="4" required maxlength="6000">{{ draft.get('description','') }}</textarea></label><label>Private entry and exit rules<textarea name="rules" rows="5" required maxlength="6000">{{ draft.get('rules','') }}</textarea></label><label>Public risks and operating limits<textarea name="risk" rows="4" required maxlength="3000">{{ draft.get('risk','') }}</textarea></label></div></section><section class="panel"><div class="section-label"><span>03</span><div><h2>Private code & deployment controls</h2><p>Python and compiled AlgoTest definitions run in the private execution service. Customers cannot read, export or modify it.</p></div></div><label>Load private source <input type="file" accept=".py,.json,text/x-python,application/json" data-code-upload></label><p class="fine muted" role="status" data-upload-status></p><label>Private Python source or compiled AlgoTest JSON<textarea name="code" id="strategy-source" class="code-editor" rows="18" required spellcheck="false">{{ draft.get('code','') }}</textarea></label><div class="note">Read JSON inputs from <code>os.environ['QUANTZY_PARAMETERS']</code>Use <code>OPENALGO_API_KEY</code> and <code>OPENALGO_HOST</code> for the selected account. Never embed credentials. Signals-only code must not call order endpoints. The execution label is a declaration, not a code sandbox.</div><label class="schema-label">Private input schema (JSON)<textarea name="inputs" class="code-editor" rows="9" required spellcheck="false">{{ draft.get('inputs',[])|tojson(indent=2) }}</textarea></label><p class="fine muted">All inputs are private by default. To expose a numeric allocation, capital, quantity or lots control, explicitly add "customer_visible": true. Trading rules and indicator parameters cannot be customer-visible.</p><details><summary>Input schema example</summary><pre class="schema-example">[{"key":"quantity","label":"Quantity","type":"integer","default":1,"min":1,"max":100},
 {"key":"symbol","label":"Symbol","type":"text","default":"RELIANCE"},
 {"key":"exchange","label":"Exchange","type":"select","default":"NSE","options":["NSE","NFO"]}]</pre></details></section><section class="panel"><div class="section-label"><span>04</span><div><h2>Test evidence</h2><p>Record what you actually tested, the environment and any remaining limitations.</p></div></div><label>Testing notes<textarea name="evidence" rows="5" maxlength="3000" placeholder="Example: signal logic tested with deterministic fixtures; live broker execution not tested.">{{ draft.get('evidence','') }}</textarea></label><p class="fine muted">Test the draft in your private development environment before publishing. Customers have no strategy editor or raw log access.</p><p class="note">Saving validates source format and the input schema without executing the code. It does not verify trading logic, returns, dependency availability or broker compatibility.</p></section><div class="actions"><button class="button">Validate & save draft <span>→</span></button><span class="fine muted">Drafts are visible only to administrators.</span></div></form>
{% if existing %}<section class="panel publish-panel"><div><p class="eyebrow">RELEASE A VERSION</p><h2>Ready for the collection?</h2><p class="fine muted">This publishes the last saved draft. Save your edits above before publishing. Existing deployments remain unchanged.</p></div><form method="post" action="/account/admin/strategy/{{ existing.id }}/publish" class="stack"><input type="hidden" name="csrf" value="{{ csrf_token() }}"><label class="checkbox"><input type="checkbox" name="tested" value="yes" required>I have reviewed this saved version, its execution type and the test evidence.</label><button class="button">Publish new version <span>↗</span></button></form></section>{% if versions %}<section class="panel version-panel"><h2>Published versions</h2>{% for version in versions %}<div class="admin-row"><strong>Version {{ version.number }}</strong><code>{{ version.checksum[:16] }}</code><span class="badge">Immutable</span></div>{% endfor %}</section>{% endif %}{% endif %}
{% endblock %}