fix(portfolio): refresh plan metadata from runtime events

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

@@ -436,6 +436,58 @@ describe('PositionsTab DOM behavior', () => {
         }), 'create-exit-plan');
     });
 
+    it('uses runtime simple setup events to expose open-plan actions before bootstrap catches up', 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();
+        const botState = buildBotState(now);
+        botState.operationalEvents = [{
+            id: 'evt-1',
+            type: 'SIMPLE_SETUP_UPDATE',
+            severity: 'INFO',
+            message: 'BTC/USDT entry filled. Monitoring for the configured profit exit.',
+            symbol: 'BTC/USDT',
+            setupId: 'simple-setup-live',
+            tradeId: 'TRD-POS-1',
+            timestamp: now,
+        }];
+
+        render(<PositionsTab botState={botState} onManageHolding={onManageHolding} />);
+
+        await user.click(await screen.findByRole('button', { name: 'High Risk Scalper' }));
+        const manageButtons = await screen.findAllByRole('button', { name: 'Open Plan' });
+        await user.click(manageButtons[0]);
+
+        expect(onManageHolding).toHaveBeenCalledWith(expect.objectContaining({
+            symbol: 'BTC/USDT',
+            profileId: 'p1',
+            tradeId: 'TRD-POS-1',
+            planEntryId: 'simple-setup-live'
+        }), 'open-plan');
+    });
+
     it('handles non-admin bootstrap failures with empty-state fallback', async () => {
         authState.user = { id: 'user-2' };
         authState.profile = { role: 'trader' };

web/src/tabs/PositionsTab.tsx

@@ -13,6 +13,12 @@ interface PositionsTabProps {
     onManageHolding?: (position: HybridPosition, action: 'open-plan' | 'create-exit-plan') => void;
 }
 
+type SimplePlanMeta = {
+    entryId?: string;
+    holdingMode: 'short_term' | 'long_term';
+    automationState?: string | null;
+};
+
 interface HybridPosition {
     source: 'BOT' | 'MANUAL';
     id: string;
@@ -33,6 +39,19 @@ interface HybridPosition {
     planEntryId?: string;
 }
 
+function inferAutomationStateFromSimpleEvent(message: string): string | null {
+    const normalized = String(message || '').trim().toLowerCase();
+    if (!normalized) return null;
+    if (normalized.includes('entry submitted')) return 'entry_submitted';
+    if (normalized.includes('entry filled')) return 'holding_managed';
+    if (normalized.includes('exit submitted')) return 'exit_submitted';
+    if (normalized.includes('setup completed')) return 'closed';
+    if (normalized.includes('entry did not fill')) return 'armed';
+    if (normalized.includes('exit did not complete')) return 'holding_managed';
+    if (normalized.includes('exit partially filled')) return 'holding_managed';
+    return null;
+}
+
 interface Profile {
     id: string;
     name: string;
@@ -419,7 +438,7 @@ export const assignLifecycleTradeIds = (
 export const PositionsTab = ({ botState, onManageHolding }: PositionsTabProps) => {
     const { user, profile } = useAuth();
     const [manualPositions, setManualPositions] = useState<HybridPosition[]>([]);
-    const [simplePlanMetaByTradeId, setSimplePlanMetaByTradeId] = useState<Record<string, { entryId?: string; holdingMode: 'short_term' | 'long_term'; automationState?: string | null }>>({});
+    const [simplePlanMetaByTradeId, setSimplePlanMetaByTradeId] = useState<Record<string, SimplePlanMeta>>({});
     const [dbOrders, setDbOrders] = useState<RawOrderRecord[]>([]);
     const [historyTradeKeys, setHistoryTradeKeys] = useState<string[]>([]);
     const [profiles, setProfiles] = useState<Profile[]>([]);
@@ -520,7 +539,7 @@ export const PositionsTab = ({ botState, onManageHolding }: PositionsTabProps) =
                                 automationState: String(entry.automation_state || '').trim() || null,
                             }] as const;
                         })
-                        .filter(Boolean) as Array<readonly [string, { entryId?: string; holdingMode: 'short_term' | 'long_term'; automationState?: string | null }]>
+                        .filter(Boolean) as Array<readonly [string, SimplePlanMeta]>
                 );
                 setSimplePlanMetaByTradeId(nextSimplePlanMetaByTradeId);
             }
@@ -539,6 +558,36 @@ export const PositionsTab = ({ botState, onManageHolding }: PositionsTabProps) =
         };
     }, [user, profile?.role]);
 
+    const runtimeSimplePlanMetaByTradeId = useMemo(() => {
+        const merged: Record<string, Partial<SimplePlanMeta>> = {};
+        const events = Array.isArray(botState.operationalEvents) ? botState.operationalEvents : [];
+        for (const event of events) {
+            if (!event || event.type !== 'SIMPLE_SETUP_UPDATE') continue;
+            const tradeId = String(event.tradeId || '').trim();
+            if (!tradeId) continue;
+            const nextAutomationState = inferAutomationStateFromSimpleEvent(event.message);
+            const existing = merged[tradeId] || {};
+            merged[tradeId] = {
+                entryId: String(event.setupId || '').trim() || existing.entryId,
+                automationState: nextAutomationState ?? existing.automationState ?? null,
+            };
+        }
+        return merged;
+    }, [botState.operationalEvents]);
+
+    const effectiveSimplePlanMetaByTradeId = useMemo(() => {
+        const merged: Record<string, SimplePlanMeta> = { ...simplePlanMetaByTradeId };
+        for (const [tradeId, runtimeMeta] of Object.entries(runtimeSimplePlanMetaByTradeId)) {
+            const existing = merged[tradeId];
+            merged[tradeId] = {
+                entryId: runtimeMeta.entryId || existing?.entryId,
+                holdingMode: existing?.holdingMode || 'short_term',
+                automationState: runtimeMeta.automationState ?? existing?.automationState ?? null,
+            };
+        }
+        return merged;
+    }, [runtimeSimplePlanMetaByTradeId, simplePlanMetaByTradeId]);
+
     // 2. Build bot positions from real-time Socket.IO data
     const botPositionsRaw: HybridPosition[] = useMemo(() => {
         const deduped = new Map<string, HybridPosition>();
@@ -566,14 +615,14 @@ export const PositionsTab = ({ botState, onManageHolding }: PositionsTabProps) =
                 profileId: p.profileId,
                 profileName: p.profileName,
                 tradeId: p.tradeId,
-                planMode: p.tradeId && simplePlanMetaByTradeId[p.tradeId]
+                planMode: p.tradeId && effectiveSimplePlanMetaByTradeId[p.tradeId]
-                    ? simplePlanMetaByTradeId[p.tradeId].holdingMode
+                    ? effectiveSimplePlanMetaByTradeId[p.tradeId].holdingMode
                     : undefined,
-                planState: p.tradeId && simplePlanMetaByTradeId[p.tradeId]
+                planState: p.tradeId && effectiveSimplePlanMetaByTradeId[p.tradeId]
-                    ? simplePlanMetaByTradeId[p.tradeId].automationState || null
+                    ? effectiveSimplePlanMetaByTradeId[p.tradeId].automationState || null
                     : null,
-                planEntryId: p.tradeId && simplePlanMetaByTradeId[p.tradeId]
+                planEntryId: p.tradeId && effectiveSimplePlanMetaByTradeId[p.tradeId]
-                    ? simplePlanMetaByTradeId[p.tradeId].entryId
+                    ? effectiveSimplePlanMetaByTradeId[p.tradeId].entryId
                     : undefined,
             };
 
@@ -598,7 +647,7 @@ export const PositionsTab = ({ botState, onManageHolding }: PositionsTabProps) =
             });
         }
         return Array.from(deduped.values());
-    }, [botState.positions, simplePlanMetaByTradeId]);
+    }, [botState.positions, effectiveSimplePlanMetaByTradeId]);
 
     const managedSymbols = useMemo(() => {
         return new Set(Object.keys(botState.symbols || {}).map((symbol) => String(symbol).toUpperCase()));
@@ -1084,14 +1133,14 @@ export const PositionsTab = ({ botState, onManageHolding }: PositionsTabProps) =
                     profileId: position.profileId,
                     profileName: position.profileName,
                     tradeId: position.tradeId,
-                    planMode: position.tradeId && simplePlanMetaByTradeId[position.tradeId]
+                    planMode: position.tradeId && effectiveSimplePlanMetaByTradeId[position.tradeId]
-                        ? simplePlanMetaByTradeId[position.tradeId].holdingMode
+                        ? effectiveSimplePlanMetaByTradeId[position.tradeId].holdingMode
                         : undefined,
-                    planState: position.tradeId && simplePlanMetaByTradeId[position.tradeId]
+                    planState: position.tradeId && effectiveSimplePlanMetaByTradeId[position.tradeId]
-                        ? simplePlanMetaByTradeId[position.tradeId].automationState || null
+                        ? effectiveSimplePlanMetaByTradeId[position.tradeId].automationState || null
                         : null,
-                    planEntryId: position.tradeId && simplePlanMetaByTradeId[position.tradeId]
+                    planEntryId: position.tradeId && effectiveSimplePlanMetaByTradeId[position.tradeId]
-                        ? simplePlanMetaByTradeId[position.tradeId].entryId
+                        ? effectiveSimplePlanMetaByTradeId[position.tradeId].entryId
                         : undefined
                 } as HybridPosition));