🧭 Guide: Trading Paths

This guide walks you through the process of configuring trading paths for customer pairs, including quoting and trade paths, spread settings, provider prioritization, and operational controls.

Step 1: Viewing the Pairs Table

1.1: Accessing the Table After Pair Creation

1. Once a pair is created, it automatically appears in the table.

2. Check the main columns:

• Pair: Configured currencies (e.g., BRL/USDT)

• Side: Buy, sell, or both

• Quotation Strategy

• Negotiation Strategy

• Minimum / Maximum Value

• Status: Active or inactive

1.2: Identifying the Actions Column

1. Locate the "Actions" column at the end of the table.

2. Note the available buttons for each pair.

Step 2: Status and Action Management

2.1: Pair Status Control

1. The status button indicates whether the pair is active or inactive:

   • 🔵 Blue: Pair is enabled

   • ⚪ Gray: Pair is disabled

2. Click to toggle between active and inactive 

2.2: Editing Pairs

1. Click the ✏️ pencil icon to edit the pair.

2. You can change any previous setting.

2.3: Accessing Path Configuration

1. Click the ⚙️ gear icon.

2. A new component will open on the right with path options.
   📌 This is one of the most detailed steps in the system.

Step 3: Opening Path Configuration

3.1: Accessing the Paths Component

1. Click the ⚙️ gear icon of the desired pair.

2. A side panel will appear with configuration fields.

3.2: Adding Trade Path

• Top field: Click the Add Paths button.

• Middle field: Displays the name of the pair.

3.3: Identifying the Tabs

• Quotation Paths

• Negotiation Paths
  📌 Each tab configures a specific step of the negotiation.

Step 4: Configuring Quotation Paths

4.1: Selecting the Quotation Tab

1. Click on the "Quotation Paths" tab.

2. Click Add Paths.

4.2: Viewing the Template

1. The template will display the default provider "Bloquo".

2. Visible fields:

• Priority

• Spread

• Weekend / Holiday

• Buy/Sell tags

• Type (Quotation or Negotiation)

4.3: Identifying the Tags

🔵 Blue Tag = Quotation
🟣 Purple Tag = Trade
📌 Tags help visually distinguish between path types.

Step 5: Filling Out the Quotation Form

5.1: Configuring Priority

1. Field: Priority

2. Define the order:
   1 = highest priority
   2, 3, 4... = descending priority

   📌 The system always uses the lowest number first.

5.2: Defining the Spread

1. Field: Spread

2. Indicates the fee charged to the client.
   Example: **0.01 = 1
   📈 This is your revenue per operation.

5.3: Configuring Operational Limits

1. Field: Minimum Value
   Must be equal to or higher than the pair's minimum value.

   ❌ Common error: value lower than allowed.

2. Field: Maximum Value
   Must be equal to or lower than the pair's maximum.

   Example: If the pair max is R$1000 → path max must be ≤ R$1000.

5.4: Defining Operating Hours

1. Field: Start Time (HH:MM)

2. Field: End Time (HH:MM)

5.5: Configuring Special Days

1. Checkbox: Weekend → enable Saturday/Sunday operations

2. Checkbox: Holiday → enable holiday operations
   ✅ Ensures flexibility for continuous service.

5.6: Provider Confirmation

1. Field: Provider

2. Should display "Bloquo" by default.

Step 6: Finalizing Quotation Configuration

6.1: Saving the Configuration

1. Review all details.

2. Click Save.

6.2: Creation Confirmation

1. The path will appear in the Quotation Paths list.

2. Confirm the settings.

Step 7: Negotiation Paths Configuration

7.1: Tab Change

1. Switch to the Negotiation Paths tab.

2. Click Add Paths.
   📌 The flow is the same as the quotation process.

7.2: Form Completion

1. Fields: Priority, Spread, Limits, Schedules, etc.

2. The rules remain the same.
   🛠️ Main difference: these paths are used for actual trade execution.

7.3: Negotiation Saving

1. Click Save

2. The negotiation path will appear in the list.

Step 8: Viewing Created Paths

8.1: Return to Main Screen

1. Go back to the main paths interface.

2. View the cards of created paths.

8.2: Card Structure
Each card contains:

• Provider: Bloquo

• Priority

• Spread

• Max Value

• Enablement (weekend/holiday)

• Tags: Buy, Sell, or Both

• Type: Quotation or Negotiation

8.3: Editing Options

1. Click the ✏️ pencil icon to edit.

2. Adjust values when necessary.

Step 9: Completion of Full Configuration

9.1: Final Verification

1. Ensure both paths are created:

     ✅ Quotation Path

     ✅ Negotiation Path

2. Check details and logic across configurations.

9.2: Enabling for Operation

1. The client is now enabled to operate

2. The settings are active and ready for use

🎉 Congratulations! The client is ready to trade with fully configured paths.