Workspace (/org/[orgId]/workspace)
Purpose: pre-trade pricing surface — compose a swap, see live NPV / cashflows / risk, then propose it on-chain.
Who uses it: traders.
SWPM analog: this is SWPM <GO> — leg composer, product tabs, Cashflows / Risk / Solver / Attribution tabs all map one-to-one. See SWPM / MARS parity.
Source: app/src/features/workspace/.
Top bar
| Control | Action | Notes |
|---|---|---|
| Product tabs (IRS / OIS / BASIS / XCCY / CDS) | Switches active product family | Filtered by observables.*.enabled in config |
| Trade / Eff / Mat dates | Editable dates | Recalc each other; respects roll convention |
| Tenor | Editable tenor (e.g. 5Y) | Drives Mat from Eff |
| Import FpML | Opens import modal | Draft-mode only |
| What-If toggle | Switches to scenario mode | Visible when viewing a live position |
Leg composer
Each leg has:
- Direction — Pay / Receive (red / green pill)
- Notional + currency
- Schedule — frequency, day-count, roll convention
- Rate — fixed coupon, or floating index + spread
For multi-leg products (XCCY, BASIS) two LegColumns render side-by-side.
Reference strip
Right side of the top bar:
- SOFR tile — current SOFR Index value, hover for popover with recent history
- CSA tile — link to the active CSA between the displayed counterparties
Right panel — tabs
| Tab | What it shows |
|---|---|
| Cashflows | Per-period table: pay date, fixing, accrual, DF, PV |
| Risk | DV01, theta, per-curve sensitivities |
| Solver | Solve for fair coupon (sets NPV = 0); What-If mode |
| Attribution | P&L attribution drawer — what moved NPV since last mark |
| On-chain | Raw Daml payload preview; "Propose" button for draft trades. The short contract ID in the panel header is a clickable chip — click to jump into the Ledger drawer for that contract's full event lineage. |
Modes
- Draft — pre-trade, all fields editable, "Propose" enabled.
- Live — viewing a proposed/accepted swap, editing disabled, "What-If" toggle enabled.
- What-If — temporary draft built from a live position; doesn't persist on-chain.
Configurable via yaml
| yaml key | UI effect |
|---|---|
observables.<family>.enabled | Hides product tab when false |
currencies[] | Populates currency dropdowns |
floatingRateIndices.* | Populates float-index dropdowns |
scheduleDefaults.<family> | Initial frequency + day-count when picking a family |
cds.referenceNames[] | Populates CDS reference name dropdown |