Live State UI & Update Flow

This page documents how the discretionary UI renders the agent’s trading environment and how it stays in sync with runtime mutations.

Short Answer

The discretionary live account panel is not SSE-driven.

It uses three update paths together:

1. HTTP polling
2. websocket invalidation events
3. optimistic local mutation in the UI

That combination is what makes the panel behave like a realtime agent state display.

Canonical Backend Live State

The backend route is:

• GET /discretionary/live-state

Implemented in:

• backend/services/autodiscretionary/index.ts

This route calls:

• buildDiscretionaryRuntimeSnapshot(...)

The snapshot is the canonical backend runtime view for:

• account
• risk
• active trades
• watchers
• time alerts
• notes
• prices
• market hours
• market conditions
• drawdown lockout
• health

Update Model

Cold load

On wallet/session open:

• the UI fetches /discretionary/live-state
• the initial live-state load is treated as blocking for that account view

Periodic poll

After the first load, the panel refreshes on an interval:

• currently every 10s

Websocket invalidation

The discretionary runtime emits:

{ type: "live_state_changed", sessionId, reason }

The panel refetches when relevant discretionary runtime changes occur.

Optimistic mutation

For user-initiated removes or changes, the UI mutates the visible live-state immediately on success before waiting for the next fetch.

Why This Is Not SSE

The realtime chat and tool stream uses websocket deltas.

The live account panel uses:

• HTTP snapshot fetches
• websocket invalidation events

That makes it a snapshot UI with event-driven refresh hints, not a token-by-token streamed state panel.

UI Rendering Model

LiveStatePanel shows a formatted UI version of the same underlying runtime data the agent sees, including:

• account equity / margin
• portfolio risk
• market hours
• market conditions
• active markets
• active trades
• watcher pairs
• time alerts
• notes
• drawdown lockout
• health banners

So the panel is a human-readable projection of the agent trading environment.