feat(portfolio): drill into saved trade plans

web/src/tabs/PositionsTab.dom.test.tsx

@@ -350,10 +350,17 @@ describe('PositionsTab DOM behavior', () => {
         });
     });
 
-    it('exposes a manage-in-plans action for eligible live bot holdings', async () => {
+    it('exposes an open-plan action for holdings already linked to a saved plan', async () => {
         const now = Date.now();
         fetchPositionsBootstrapMock.mockResolvedValue({
-            entries: [],
+            entries: [{
+                stock_instance_id: 'simple-setup-1',
+                symbol: 'BTC/USDT',
+                workflow_type: 'simple',
+                linked_trade_id: 'TRD-POS-1',
+                holding_mode: 'short_term',
+                automation_state: 'holding_managed'
+            }],
             orders: [{
                 id: 'entry-order',
                 order_id: 'entry-order',
@@ -379,13 +386,14 @@ describe('PositionsTab DOM behavior', () => {
         render(<PositionsTab botState={buildBotState(now)} onManageHolding={onManageHolding} />);
 
         await user.click(await screen.findByRole('button', { name: 'High Risk Scalper' }));
-        const manageButtons = await screen.findAllByRole('button', { name: 'Manage in Plans' });
+        const manageButtons = await screen.findAllByRole('button', { name: /Open Plan|Manage in Plans/ });
         await user.click(manageButtons[0]);
 
         expect(onManageHolding).toHaveBeenCalledWith(expect.objectContaining({
             symbol: 'BTC/USDT',
             profileId: 'p1',
-            tradeId: 'TRD-POS-1'
+            tradeId: 'TRD-POS-1',
+            planEntryId: 'simple-setup-1'
         }));
     });
 

web/src/tabs/PositionsTab.tsx

@@ -30,6 +30,7 @@ interface HybridPosition {
     tradeId?: string;
     planMode?: 'short_term' | 'long_term';
     planState?: string | null;
+    planEntryId?: string;
 }
 
 interface Profile {
@@ -418,7 +419,7 @@ export const assignLifecycleTradeIds = (
 export const PositionsTab = ({ botState, onManageHolding }: PositionsTabProps) => {
     const { user, profile } = useAuth();
     const [manualPositions, setManualPositions] = useState<HybridPosition[]>([]);
-    const [simplePlanMetaByTradeId, setSimplePlanMetaByTradeId] = useState<Record<string, { holdingMode: 'short_term' | 'long_term'; automationState?: string | null }>>({});
+    const [simplePlanMetaByTradeId, setSimplePlanMetaByTradeId] = useState<Record<string, { entryId?: string; holdingMode: 'short_term' | 'long_term'; automationState?: string | null }>>({});
     const [dbOrders, setDbOrders] = useState<RawOrderRecord[]>([]);
     const [historyTradeKeys, setHistoryTradeKeys] = useState<string[]>([]);
     const [profiles, setProfiles] = useState<Profile[]>([]);
@@ -514,11 +515,12 @@ export const PositionsTab = ({ botState, onManageHolding }: PositionsTabProps) =
                             if (!tradeId) return null;
                             const holdingMode = String(entry.holding_mode || '').trim().toLowerCase() === 'long_term' ? 'long_term' : 'short_term';
                             return [tradeId, {
+                                entryId: String(entry.stock_instance_id || '').trim() || undefined,
                                 holdingMode,
                                 automationState: String(entry.automation_state || '').trim() || null,
                             }] as const;
                         })
-                        .filter(Boolean) as Array<readonly [string, { holdingMode: 'short_term' | 'long_term'; automationState?: string | null }]>
+                        .filter(Boolean) as Array<readonly [string, { entryId?: string; holdingMode: 'short_term' | 'long_term'; automationState?: string | null }]>
                 );
                 setSimplePlanMetaByTradeId(nextSimplePlanMetaByTradeId);
             }
@@ -570,6 +572,9 @@ export const PositionsTab = ({ botState, onManageHolding }: PositionsTabProps) =
                 planState: p.tradeId && simplePlanMetaByTradeId[p.tradeId]
                     ? simplePlanMetaByTradeId[p.tradeId].automationState || null
                     : null,
+                planEntryId: p.tradeId && simplePlanMetaByTradeId[p.tradeId]
+                    ? simplePlanMetaByTradeId[p.tradeId].entryId
+                    : undefined,
             };
 
             const tradeId = String(normalized.tradeId || '').trim();
@@ -1078,7 +1083,16 @@ export const PositionsTab = ({ botState, onManageHolding }: PositionsTabProps) =
                     takeProfit: Number(position.takeProfit || 0) || undefined,
                     profileId: position.profileId,
                     profileName: position.profileName,
-                    tradeId: position.tradeId
+                    tradeId: position.tradeId,
+                    planMode: position.tradeId && simplePlanMetaByTradeId[position.tradeId]
+                        ? simplePlanMetaByTradeId[position.tradeId].holdingMode
+                        : undefined,
+                    planState: position.tradeId && simplePlanMetaByTradeId[position.tradeId]
+                        ? simplePlanMetaByTradeId[position.tradeId].automationState || null
+                        : null,
+                    planEntryId: position.tradeId && simplePlanMetaByTradeId[position.tradeId]
+                        ? simplePlanMetaByTradeId[position.tradeId].entryId
+                        : undefined
                 } as HybridPosition));
 
             const deduped = new Map<string, HybridPosition>();
@@ -1116,6 +1130,7 @@ export const PositionsTab = ({ botState, onManageHolding }: PositionsTabProps) =
         selectedProfileId,
         filteredBotPositions,
         filteredManualPositions,
+        simplePlanMetaByTradeId,
         hasManagedSymbolScope,
         managedSymbolTokens,
         EPSILON
@@ -1441,7 +1456,7 @@ export const PositionsTab = ({ botState, onManageHolding }: PositionsTabProps) =
                                                         onClick={() => onManageHolding(pos)}
                                                         className="px-2 py-1 bg-sky-500/10 hover:bg-sky-500/20 text-sky-300 border border-sky-500/20 rounded text-[10px] font-bold uppercase transition-colors"
                                                     >
-                                                        Manage in Plans
+                                                        {(pos.planEntryId || pos.planMode) ? 'Open Plan' : 'Manage in Plans'}
                                                     </button>
                                                 )}
                                                 {pos.source === 'BOT' && (

web/src/views/PortfolioView.tsx

@@ -37,11 +37,13 @@ export function PortfolioView() {
         <PositionsTab
           botState={botState}
           onManageHolding={(position) => {
-            const params = new URLSearchParams({
+            const params = position.planEntryId
-              mode: 'sell',
+              ? new URLSearchParams({ setupId: position.planEntryId })
-              symbol: position.symbol,
+              : new URLSearchParams({
-            });
+                  mode: 'sell',
-            if (position.tradeId) params.set('tradeId', position.tradeId);
+                  symbol: position.symbol,
+                });
+            if (!position.planEntryId && position.tradeId) params.set('tradeId', position.tradeId);
             navigate(`/simple?${params.toString()}`);
           }}
         />

web/src/views/SimpleView.tsx

@@ -629,8 +629,11 @@ export function SimpleView() {
   const [message, setMessage] = useState<string | null>(null);
   const [error, setError] = useState<string | null>(null);
   const [selectedHoldingTradeId, setSelectedHoldingTradeId] = useState<string | null>(null);
+  const [focusedSetupId, setFocusedSetupId] = useState<string | null>(null);
   const marketPriceRequestSymbolRef = useRef<string>('');
   const consumedPrefillRef = useRef(false);
+  const consumedSetupFocusRef = useRef(false);
+  const setupCardRefs = useRef<Record<string, HTMLDivElement | null>>({});
 
   const normalizedSymbol = draft.symbol.trim().toUpperCase();
   const symbolState = botState?.symbols && typeof botState.symbols === 'object' ? botState.symbols : {};
@@ -825,6 +828,27 @@ export function SimpleView() {
     setSearchParams({}, { replace: true });
   }, [availableSellHoldings, searchParams, setSearchParams]);
 
+  useEffect(() => {
+    if (consumedSetupFocusRef.current) return;
+    const requestedSetupId = String(searchParams.get('setupId') || '').trim();
+    if (!requestedSetupId) return;
+    if (savedSetups.length === 0) return;
+
+    const targetEntry = savedSetups.find((entry) => String(entry.stock_instance_id || '') === requestedSetupId) || null;
+    consumedSetupFocusRef.current = true;
+    setSearchParams({}, { replace: true });
+
+    if (!targetEntry) return;
+
+    setFocusedSetupId(requestedSetupId);
+    setMessage(`Focused saved plan for ${targetEntry.symbol}.`);
+    setError(null);
+    window.setTimeout(() => setFocusedSetupId((prev) => (prev === requestedSetupId ? null : prev)), 2200);
+    window.requestAnimationFrame(() => {
+      setupCardRefs.current[requestedSetupId]?.scrollIntoView({ behavior: 'smooth', block: 'center' });
+    });
+  }, [savedSetups, searchParams, setSearchParams]);
+
   async function copyIdentifier(kind: 'trade' | 'order', value: string | null | undefined) {
     if (!value) return;
     try {
@@ -1404,7 +1428,17 @@ export function SimpleView() {
               const canConvertToLongTerm = side === 'buy' && holdingMode === 'short_term' && runtimeSnapshot?.stage === 'filled';
               const canResumeExitManagement = side === 'buy' && holdingMode === 'long_term' && runtimeSnapshot?.stage === 'filled';
               return (
-                <div key={entryId} className="rounded-[1.5rem] border border-[var(--border)] bg-[var(--card-elevated)] p-5">
+                <div
+                  key={entryId}
+                  ref={(node) => {
+                    setupCardRefs.current[entryId] = node;
+                  }}
+                  className={`rounded-[1.5rem] border bg-[var(--card-elevated)] p-5 transition ${
+                    focusedSetupId === entryId
+                      ? 'border-[var(--primary)] ring-2 ring-[var(--primary)]/20'
+                      : 'border-[var(--border)]'
+                  }`}
+                >
                   <div className="mb-3 flex items-start justify-between gap-4">
                     <div>
                       <div className="flex items-center gap-3">