fix(plans): harden holding selection and deep links

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

@@ -386,7 +386,7 @@ 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: /Open Plan|Manage in Plans/ });
+        const manageButtons = await screen.findAllByRole('button', { name: 'Open Plan' });
         await user.click(manageButtons[0]);
 
         expect(onManageHolding).toHaveBeenCalledWith(expect.objectContaining({
@@ -394,7 +394,46 @@ describe('PositionsTab DOM behavior', () => {
             profileId: 'p1',
             tradeId: 'TRD-POS-1',
             planEntryId: 'simple-setup-1'
-        }));
+        }), 'open-plan');
+    });
+
+    it('exposes a create-exit-plan action for unmanaged live holdings', async () => {
+        const now = Date.now();
+        fetchPositionsBootstrapMock.mockResolvedValue({
+            entries: [],
+            orders: [{
+                id: 'entry-order',
+                order_id: 'entry-order',
+                profile_id: 'p1',
+                symbol: 'BTC/USDT',
+                type: 'Market',
+                side: 'BUY',
+                qty: 1,
+                price: 100,
+                status: 'filled',
+                timestamp: now - 1_000,
+                created_at: new Date(now - 1_000).toISOString(),
+                trade_id: 'TRD-POS-1',
+                action: 'ENTRY',
+                source: 'BOT'
+            }],
+            historyTradeKeys: [],
+            profiles: [{ id: 'p1', name: 'High Risk Scalper' }]
+        });
+
+        const onManageHolding = vi.fn();
+        const user = userEvent.setup();
+        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: 'Create Exit Plan' });
+        await user.click(manageButtons[0]);
+
+        expect(onManageHolding).toHaveBeenCalledWith(expect.objectContaining({
+            symbol: 'BTC/USDT',
+            profileId: 'p1',
+            tradeId: 'TRD-POS-1',
+        }), 'create-exit-plan');
     });
 
     it('handles non-admin bootstrap failures with empty-state fallback', async () => {

web/src/tabs/PositionsTab.tsx

@@ -10,7 +10,7 @@ import { fetchPositionsBootstrap } from '../lib/positionsApi';
 
 interface PositionsTabProps {
     botState: BotState;
-    onManageHolding?: (position: HybridPosition) => void;
+    onManageHolding?: (position: HybridPosition, action: 'open-plan' | 'create-exit-plan') => void;
 }
 
 interface HybridPosition {
@@ -1453,10 +1453,10 @@ export const PositionsTab = ({ botState, onManageHolding }: PositionsTabProps) =
                                             <div className="flex items-center justify-end gap-2">
                                                 {pos.source === 'BOT' && pos.profileId && pos.tradeId && onManageHolding && (
                                                     <button
-                                                        onClick={() => onManageHolding(pos)}
+                                                        onClick={() => onManageHolding(pos, pos.planEntryId ? 'open-plan' : 'create-exit-plan')}
                                                         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"
                                                     >
-                                                        {(pos.planEntryId || pos.planMode) ? 'Open Plan' : 'Manage in Plans'}
+                                                        {pos.planEntryId ? 'Open Plan' : 'Create Exit Plan'}
                                                     </button>
                                                 )}
                                                 {pos.source === 'BOT' && (

web/src/views/PortfolioView.tsx

@@ -36,14 +36,14 @@ export function PortfolioView() {
       {tab === 'Positions & Orders' && (
         <PositionsTab
           botState={botState}
-          onManageHolding={(position) => {
+          onManageHolding={(position, action) => {
-            const params = position.planEntryId
+            const params = action === 'open-plan' && position.planEntryId
               ? new URLSearchParams({ setupId: position.planEntryId })
               : new URLSearchParams({
                   mode: 'sell',
                   symbol: position.symbol,
                 });
-            if (!position.planEntryId && position.tradeId) params.set('tradeId', position.tradeId);
+            if (action !== 'open-plan' && position.tradeId) params.set('tradeId', position.tradeId);
             navigate(`/simple?${params.toString()}`);
           }}
         />

web/src/views/SimpleView.tsx

@@ -631,9 +631,10 @@ export function SimpleView() {
   const [selectedHoldingTradeId, setSelectedHoldingTradeId] = useState<string | null>(null);
   const [focusedSetupId, setFocusedSetupId] = useState<string | null>(null);
   const marketPriceRequestSymbolRef = useRef<string>('');
-  const consumedPrefillRef = useRef(false);
+  const consumedPrefillKeyRef = useRef<string>('');
-  const consumedSetupFocusRef = useRef(false);
+  const consumedSetupFocusKeyRef = useRef<string>('');
   const setupCardRefs = useRef<Record<string, HTMLDivElement | null>>({});
+  const focusedSetupTimerRef = useRef<number | null>(null);
 
   const normalizedSymbol = draft.symbol.trim().toUpperCase();
   const symbolState = botState?.symbols && typeof botState.symbols === 'object' ? botState.symbols : {};
@@ -804,10 +805,11 @@ export function SimpleView() {
   }, [draft.side, selectedSellHolding, availableSellHoldings]);
 
   useEffect(() => {
-    if (consumedPrefillRef.current) return;
     const requestedMode = String(searchParams.get('mode') || '').trim().toLowerCase();
     const requestedSymbol = String(searchParams.get('symbol') || '').trim().toUpperCase();
     const requestedTradeId = String(searchParams.get('tradeId') || '').trim();
+    const prefillKey = `${requestedMode}|${requestedSymbol}|${requestedTradeId}`;
+    if (!requestedMode || consumedPrefillKeyRef.current === prefillKey) return;
     if (requestedMode !== 'sell') return;
     if (availableSellHoldings.length === 0) return;
 
@@ -824,18 +826,18 @@ export function SimpleView() {
       setMessage(`Loaded ${selected.symbol} from Portfolio. Configure the profit target and save the plan.`);
       setError(null);
     }
-    consumedPrefillRef.current = true;
+    consumedPrefillKeyRef.current = prefillKey;
     setSearchParams({}, { replace: true });
   }, [availableSellHoldings, searchParams, setSearchParams]);
 
   useEffect(() => {
-    if (consumedSetupFocusRef.current) return;
     const requestedSetupId = String(searchParams.get('setupId') || '').trim();
+    if (!requestedSetupId || consumedSetupFocusKeyRef.current === requestedSetupId) return;
     if (!requestedSetupId) return;
     if (savedSetups.length === 0) return;
 
     const targetEntry = savedSetups.find((entry) => String(entry.stock_instance_id || '') === requestedSetupId) || null;
-    consumedSetupFocusRef.current = true;
+    consumedSetupFocusKeyRef.current = requestedSetupId;
     setSearchParams({}, { replace: true });
 
     if (!targetEntry) return;
@@ -843,12 +845,26 @@ export function SimpleView() {
     setFocusedSetupId(requestedSetupId);
     setMessage(`Focused saved plan for ${targetEntry.symbol}.`);
     setError(null);
-    window.setTimeout(() => setFocusedSetupId((prev) => (prev === requestedSetupId ? null : prev)), 2200);
+    if (focusedSetupTimerRef.current !== null) {
+      window.clearTimeout(focusedSetupTimerRef.current);
+    }
+    focusedSetupTimerRef.current = window.setTimeout(() => {
+      setFocusedSetupId((prev) => (prev === requestedSetupId ? null : prev));
+      focusedSetupTimerRef.current = null;
+    }, 2200);
     window.requestAnimationFrame(() => {
       setupCardRefs.current[requestedSetupId]?.scrollIntoView({ behavior: 'smooth', block: 'center' });
     });
   }, [savedSetups, searchParams, setSearchParams]);
 
+  useEffect(() => {
+    return () => {
+      if (focusedSetupTimerRef.current !== null) {
+        window.clearTimeout(focusedSetupTimerRef.current);
+      }
+    };
+  }, []);
+
   async function copyIdentifier(kind: 'trade' | 'order', value: string | null | undefined) {
     if (!value) return;
     try {
@@ -960,6 +976,7 @@ export function SimpleView() {
 
       await refreshSetupList();
       setEditingSetupId(null);
+      setSelectedHoldingTradeId(null);
       setMarketPriceSource(draft.currentMarketPrice ? marketPriceSource : null);
       setDraft({
         ...DEFAULT_DRAFT,
@@ -974,6 +991,7 @@ export function SimpleView() {
 
   function handleEdit(entry: ManualEntryPayload) {
     setEditingSetupId(String(entry.stock_instance_id || ''));
+    setSelectedHoldingTradeId(String(entry.linked_trade_id || '').trim() || null);
     setMarketPriceSource(inferMarketPriceSourceFromEntry(entry));
     setDraft(buildDraftFromEntry(entry));
     setMessage(null);
@@ -986,6 +1004,7 @@ export function SimpleView() {
       await deleteManualEntry(entryId);
       if (editingSetupId === entryId) {
         setEditingSetupId(null);
+        setSelectedHoldingTradeId(null);
         setMarketPriceSource(null);
         setDraft(DEFAULT_DRAFT);
       }
@@ -1149,6 +1168,9 @@ export function SimpleView() {
                   value={draft.symbol}
                   onChange={(e) => {
                     setMarketPriceSource(null);
+                    if (draft.side === 'sell') {
+                      setSelectedHoldingTradeId(null);
+                    }
                     setDraft((prev) => ({
                       ...prev,
                       symbol: e.target.value.toUpperCase(),
@@ -1179,6 +1201,9 @@ export function SimpleView() {
                         type="button"
                         onClick={() => {
                           setMarketPriceSource(null);
+                          if (draft.side === 'sell') {
+                            setSelectedHoldingTradeId(null);
+                          }
                           setDraft((prev) => ({
                             ...prev,
                             symbol,