Admin screens

Everything for this addon lives under /admin/ai/investment, reached from Extensions → Investment Products → AI Investment in the admin menu. The menu entry is gated on the ai_investment extension flag and the access.ai.investment permission; the section's content is additionally held behind a licence check for the same extension name.

Four screens, in the order the navigation lists them.

Dashboard

/admin/ai/investment · access.ai.investment

The landing screen. It fetches one endpoint and refreshes itself every minute, with a 1m / 3m / 1y timeframe selector that only affects the chart.

Overview figures — totals across the whole install, not the selected timeframe:

Figure	What it counts
Total investments, total amount, average investment	Everything except REJECTED
Total profit	Wins add, losses subtract, draws contribute nothing
Active / completed / cancelled / rejected	Counts by status
Win rate	Wins as a share of settled outcomes
Active plans, total durations	Configuration counts
Spot / Eco investments	Counts by wallet type

Total profit is the one to read carefully. It is signed by outcome — the profit column stores an absolute amount for every result, so summing it raw counted a loss as a gain and reported a figure that was too high by twice the losses. On one database checked during the 6.1.1 work, the reported total was +1102 where the true figure was −48.

Below that: a chart of amount invested over the selected window, a distribution of invested amount across plans, the ten most recent investments with their owners, and the five top plans sorted by trending first and then by the plan's invested field.

A failed load renders as a failure with the reason and a Try again button, not as a page of zeros. A refresh that fails after the page has already loaded leaves the existing figures on screen.

Plans

/admin/ai/investment/plan · access.ai.investment.plan

A standard data table over ai_investment_plan. Create, edit, view and delete are all available; the table is not treated as paranoid, so deleted plans do not appear and there is no restore action here.

The compound first column shows the plan's image and internal name. title, profitPercentage, status and the attached durations are the visible columns; everything else — the amount limits, invested, minProfit, maxProfit, defaultProfit, defaultResult, trending, the description and the id — is in the expanded row.

status renders as a live toggle, so activating and deactivating a plan is a click in the table rather than an edit. The view dialog surfaces the two amount limits, the profit rate and invested as a stat strip, and — when the plan has investments — a panel counting positions, staked total, paid profit and a badge per status.

Deleting is refused with a 409 while any investment references the plan. That is covered in Plans; the short version is that you should deactivate instead, always.

Durations

/admin/ai/investment/duration · access.ai.investment.duration

The smallest screen in the addon: a table of two columns over ai_investment_duration, sorted by the duration number.

Create, edit and delete are available. The table is not paranoid, and neither is the underlying model — a delete here is a real delete, which is why it is refused while any investment references the row. Durations explains why that guard exists and what used to happen without it.

The same data is served to the plan form's duration picker through a separate options endpoint, which returns each row pre-formatted as 30 DAY. That endpoint requires view.ai.investment.duration; on an earlier build it checked only that the caller was signed in, so any account could read the list.

Investment Logs

/admin/ai/investment/log · access.ai.investment

The operational desk. A paranoid table over ai_investment with an analytics header, showing the investor, the plan, the amount, the status, the profit, the symbol, the wallet type, the result, the duration and the creation date.

What you can change

Editing is only offered on ACTIVE investments, and the form has exactly two fields: profit and result.

The backend refuses four fields outright, each with an explanation rather than a silent drop:

Field	Why it is refused
amount	The principal has already been debited; changing it desynchronises the wallet
userId	Would orphan the funding transaction
type	Decides which wallet the payout goes to, and the debit came from the original one
status	Completing or cancelling must pay or refund; use the status action instead

A Status select used to sit on this form and was silently discarded. An admin could pick "Completed", save, see a success toast, and nothing would happen — no status change and no payout. It has been removed rather than fixed in place.

What moves money

The status action, single or bulk. COMPLETED settles on the derived terms; CANCELLED and REJECTED refund the principal in full. Only ACTIVE investments can be moved, and the bulk action reports which ids succeeded and which failed rather than claiming a whole batch worked.

Delete refunds only when the principal is genuinely still outstanding. Restore restores. Both are described in Lifecycle.

The analytics header

Four rows of figures computed directly from ai_investment:

• Capital Deployed — the sum of amount across ACTIVE investments. This is your outstanding liability: principal you are holding and owe back. It is a stock, so it is shown as a current value rather than folded into the selected window.
• ROI Paid Out — profit summed across COMPLETED WIN investments. Money you have paid out, shown inverted so it reads as a cost.
• Principal Retained — profit summed across COMPLETED LOSS investments. Principal you kept.
• House Result — retained minus paid. The product's own profit and loss.
• Win Rate Over Time, plus win rate, winning count, completed count and average ticket. The average excludes cancelled and rejected rows, which never became positions.
• Spot and Eco capital by value, and two ranked bars: Top Symbols by Deployed Capital and Top Plans by Deployed Capital. Both use the same ACTIVE filter and the same column as Capital Deployed, so they reconcile with it exactly. Concentration is the finding — one plan carrying the whole book means one mispriced rate can empty your float.

All the money figures come from the absolute profit column rather than roiPercentage, because the analytics engine can multiply two columns but cannot divide. profit is written alongside roiPercentage on every settlement, so it is the exact figure and needs no arithmetic.

Where the user side lives

There is no user-facing page for this addon under its own route. Users buy from the AI Investment tab in the trade order form on /trade and /trade/pro, and see their holdings in the Orders panel of the Pro workspace.

That asymmetry is worth knowing when you are handling a support ticket: a user on the standard trade page can open an investment and then has nowhere on that page to see it. Point them at /trade/pro.

Next: Configuration surface — what is actually configurable, and what is not.