feat(simple): polish status and market fallback ux
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@ -50,6 +50,8 @@ type SimpleRuntimeSnapshot = {
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orderId?: string;
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};
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type MarketPriceSource = 'live' | 'latest_close' | 'reference_price' | null;
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const SIMPLE_AUTO_PROFILE_NAME = 'Simple Auto Profile';
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const SIMPLE_AUTO_PROFILE_KEY = SIMPLE_AUTO_PROFILE_NAME.toLowerCase();
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const SIMPLE_SYMBOL_DATALIST_ID = 'simple-supported-symbols';
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@ -313,6 +315,10 @@ function buildDraftFromEntry(entry: ManualEntryPayload): SimpleSetupDraft {
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};
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}
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function inferMarketPriceSourceFromEntry(entry: ManualEntryPayload): MarketPriceSource {
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return entry.reference_price ? 'reference_price' : null;
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}
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function formatSetupStatus(status?: string | null): string {
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const normalized = String(status || '').trim().toLowerCase();
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switch (normalized) {
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@ -442,6 +448,7 @@ export function SimpleView() {
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const [draft, setDraft] = useState<SimpleSetupDraft>(DEFAULT_DRAFT);
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const [submitting, setSubmitting] = useState(false);
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const [loadingPrice, setLoadingPrice] = useState(false);
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const [marketPriceSource, setMarketPriceSource] = useState<MarketPriceSource>(null);
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const [message, setMessage] = useState<string | null>(null);
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const [error, setError] = useState<string | null>(null);
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const marketPriceRequestSymbolRef = useRef<string>('');
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@ -526,6 +533,7 @@ export function SimpleView() {
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useEffect(() => {
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if (!livePrice) return;
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setMarketPriceSource('live');
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setDraft((prev) => (
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prev.currentMarketPrice === livePrice.toFixed(4)
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? prev
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@ -547,7 +555,7 @@ export function SimpleView() {
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}
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const timer = window.setTimeout(() => {
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void handleLoadMarketPrice();
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void handleLoadMarketPrice({ silent: true });
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}, 250);
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return () => {
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@ -573,18 +581,25 @@ export function SimpleView() {
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setSavedSetups(normalizeSimpleEntries(entryRows));
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}
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async function handleLoadMarketPrice() {
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function setMarketPriceValue(value: string, source: MarketPriceSource) {
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setMarketPriceSource(source);
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updateDraft('currentMarketPrice', value);
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}
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async function handleLoadMarketPrice(options?: { silent?: boolean }) {
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if (!normalizedSymbol) return;
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const requestSymbol = normalizedSymbol;
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marketPriceRequestSymbolRef.current = requestSymbol;
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setLoadingPrice(true);
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setError(null);
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setMessage(null);
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if (!options?.silent) {
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setError(null);
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setMessage(null);
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}
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try {
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if (livePrice > 0) {
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if (marketPriceRequestSymbolRef.current === requestSymbol) {
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updateDraft('currentMarketPrice', livePrice.toFixed(4));
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setMarketPriceValue(livePrice.toFixed(4), 'live');
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}
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return;
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}
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@ -593,19 +608,19 @@ export function SimpleView() {
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const lastClose = Number(bars?.[bars.length - 1]?.close || 0);
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if (Number.isFinite(lastClose) && lastClose > 0) {
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if (marketPriceRequestSymbolRef.current === requestSymbol) {
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updateDraft('currentMarketPrice', lastClose.toFixed(4));
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setMarketPriceValue(lastClose.toFixed(4), 'latest_close');
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}
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} else {
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const researchProfile = await fetchResearchProfile(requestSymbol).catch(() => null);
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const fallbackReferencePrice = extractReferencePriceFromResearchProfile(researchProfile);
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if (fallbackReferencePrice && marketPriceRequestSymbolRef.current === requestSymbol) {
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updateDraft('currentMarketPrice', fallbackReferencePrice.toFixed(4));
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setMarketPriceValue(fallbackReferencePrice.toFixed(4), 'reference_price');
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return;
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}
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throw new Error('No live price or latest close is available for this symbol right now.');
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}
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} catch (err: any) {
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if (marketPriceRequestSymbolRef.current === requestSymbol) {
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if (!options?.silent && marketPriceRequestSymbolRef.current === requestSymbol) {
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setError(err?.message ?? 'Failed to load market data');
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}
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} finally {
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@ -641,6 +656,7 @@ export function SimpleView() {
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await refreshSetupList();
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setEditingSetupId(null);
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setMarketPriceSource(draft.currentMarketPrice ? marketPriceSource : null);
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setDraft({
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...DEFAULT_DRAFT,
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currentMarketPrice: draft.currentMarketPrice,
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@ -654,6 +670,7 @@ export function SimpleView() {
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function handleEdit(entry: ManualEntryPayload) {
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setEditingSetupId(String(entry.stock_instance_id || ''));
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setMarketPriceSource(inferMarketPriceSourceFromEntry(entry));
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setDraft(buildDraftFromEntry(entry));
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setMessage(null);
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setError(null);
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@ -665,6 +682,7 @@ export function SimpleView() {
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await deleteManualEntry(entryId);
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if (editingSetupId === entryId) {
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setEditingSetupId(null);
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setMarketPriceSource(null);
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setDraft(DEFAULT_DRAFT);
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}
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await refreshSetupList();
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@ -694,6 +712,7 @@ export function SimpleView() {
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type="button"
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onClick={() => {
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setEditingSetupId(null);
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setMarketPriceSource(draft.currentMarketPrice ? marketPriceSource : null);
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setDraft({
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...DEFAULT_DRAFT,
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currentMarketPrice: draft.currentMarketPrice,
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@ -716,11 +735,14 @@ export function SimpleView() {
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<span className="text-[11px] font-black uppercase tracking-[0.24em] text-zinc-700">Symbol</span>
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<Input
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value={draft.symbol}
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onChange={(e) => setDraft((prev) => ({
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...prev,
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symbol: e.target.value.toUpperCase(),
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currentMarketPrice: '',
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}))}
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onChange={(e) => {
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setMarketPriceSource(null);
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setDraft((prev) => ({
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...prev,
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symbol: e.target.value.toUpperCase(),
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currentMarketPrice: '',
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}));
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}}
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list={SIMPLE_SYMBOL_DATALIST_ID}
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placeholder="AAPL"
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/>
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@ -743,11 +765,14 @@ export function SimpleView() {
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<button
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key={symbol}
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type="button"
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onClick={() => setDraft((prev) => ({
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...prev,
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symbol,
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currentMarketPrice: '',
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}))}
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onClick={() => {
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setMarketPriceSource(null);
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setDraft((prev) => ({
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...prev,
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symbol,
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currentMarketPrice: '',
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}));
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}}
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className={`rounded-full border px-3 py-1 text-[11px] font-semibold transition ${
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symbol === normalizedSymbol
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? 'border-[var(--primary)] bg-[var(--accent-soft)] text-[var(--primary)]'
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@ -781,9 +806,23 @@ export function SimpleView() {
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readOnly
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className="bg-[var(--muted)] text-[var(--foreground)]"
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/>
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<span className="block text-[11px] text-[var(--muted-foreground)]">
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Uses live market price when available. Outside market hours, it falls back to the latest close.
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</span>
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<div className="space-y-1">
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<span className="block text-[11px] text-[var(--muted-foreground)]">
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Uses live market price when available. Outside market hours, it falls back to the latest close.
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</span>
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<span className="block text-[11px] text-[var(--muted-foreground)]">
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Price source:{' '}
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<span className="font-semibold text-[var(--foreground)]">
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{marketPriceSource === 'live'
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? 'Live'
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: marketPriceSource === 'latest_close'
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? 'Latest close'
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: marketPriceSource === 'reference_price'
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? 'Reference price'
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: 'Waiting for symbol data'}
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</span>
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</span>
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</div>
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</label>
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<Button
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type="button"
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@ -831,6 +870,9 @@ export function SimpleView() {
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<span className="block text-[11px] text-[var(--muted-foreground)]">
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Quantity supports fractional shares/coins. Amount spends an approximate USD budget at trigger time.
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</span>
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<span className="block text-[11px] text-[var(--muted-foreground)]">
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Use quantity when you know the units you want. Use amount to budget dollars and let the app derive fractional size at entry.
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</span>
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</label>
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</>
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) : (
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