feat(simple): improve setup status and market fallback

web/src/views/SimpleView.tsx

@@ -2,7 +2,7 @@ import { useEffect, useMemo, useRef, useState } from 'react';
 import type { FormEvent } from 'react';
 import { Pencil, RefreshCw, Trash2 } from 'lucide-react';
 import { useAppContext } from '../context/AppContext';
-import { fetchChartBars } from '../lib/marketApi';
+import { fetchChartBars, fetchResearchProfile } from '../lib/marketApi';
 import {
   createManualEntry,
   deleteManualEntry,
@@ -42,6 +42,14 @@ type SimpleHolding = {
   tradeId?: string;
 };
 
+type SimpleRuntimeSnapshot = {
+  stage: 'armed' | 'entry_submitted' | 'filled' | 'exit_submitted' | 'closed' | 'unknown';
+  label: string;
+  tone: 'neutral' | 'info' | 'success';
+  tradeId?: string;
+  orderId?: string;
+};
+
 const SIMPLE_AUTO_PROFILE_NAME = 'Simple Auto Profile';
 const SIMPLE_AUTO_PROFILE_KEY = SIMPLE_AUTO_PROFILE_NAME.toLowerCase();
 const SIMPLE_SYMBOL_DATALIST_ID = 'simple-supported-symbols';
@@ -247,27 +255,44 @@ function buildPreviewText(draft: SimpleSetupDraft, holding: SimpleHolding | null
   return `Exit ${symbol} when price reaches ${profitTargetPrice.toFixed(4)} (${profitText}).`;
 }
 
-function deriveRuntimeOrderStatus(
+function deriveRuntimeSnapshot(
   entry: ManualEntryPayload,
   orders: Array<Record<string, any>>,
   holdings: SimpleHolding[],
-): string | null {
+): SimpleRuntimeSnapshot | null {
   const linkedTradeId = String(entry.linked_trade_id || '').trim();
   if (linkedTradeId) {
     const matchingOrder = orders.find((order) => String(order?.trade_id || order?.tradeId || '').trim() === linkedTradeId);
     if (matchingOrder) {
-      const status = String(matchingOrder.status || '').trim();
+      const status = String(matchingOrder.status || '').trim().toLowerCase();
-      return status ? `Order: ${status}` : null;
+      const action = String(matchingOrder.action || '').trim().toUpperCase();
+      const orderId = String(matchingOrder.orderId || matchingOrder.order_id || matchingOrder.id || '').trim() || undefined;
+      if (action === 'EXIT') {
+        if (status === 'filled') {
+          return { stage: 'closed', label: 'Exit filled', tone: 'success', tradeId: linkedTradeId, orderId };
+        }
+        return { stage: 'exit_submitted', label: `Exit ${status || 'submitted'}`, tone: 'info', tradeId: linkedTradeId, orderId };
+      }
+      if (status === 'filled') {
+        return { stage: 'filled', label: 'Entry filled', tone: 'success', tradeId: linkedTradeId, orderId };
+      }
+      return { stage: 'entry_submitted', label: `Entry ${status || 'submitted'}`, tone: 'info', tradeId: linkedTradeId, orderId };
     }
   }
 
   const symbol = String(entry.symbol || '').trim().toUpperCase();
   const side = normalizeSetupSide(entry.simple_side);
-  if (side === 'buy' && holdings.some((holding) => holding.symbol === symbol)) {
+  const matchingHolding = holdings.find((holding) => holding.symbol === symbol && (!linkedTradeId || holding.tradeId === linkedTradeId || !holding.tradeId));
-    return 'Portfolio: open holding';
+  if (side === 'buy' && matchingHolding) {
+    return {
+      stage: 'filled',
+      label: 'Portfolio holding open',
+      tone: 'success',
+      tradeId: matchingHolding.tradeId || linkedTradeId || undefined,
+    };
   }
   if (String(entry.status || '').trim().toLowerCase() === 'sellcompleted') {
-    return 'Portfolio: closed';
+    return { stage: 'closed', label: 'Position closed', tone: 'success', tradeId: linkedTradeId || undefined };
   }
   return null;
 }
@@ -308,6 +333,25 @@ function formatSetupStatus(status?: string | null): string {
   }
 }
 
+function statusToneClasses(tone: SimpleRuntimeSnapshot['tone']): string {
+  switch (tone) {
+    case 'success':
+      return 'border-emerald-500/30 bg-emerald-500/10 text-emerald-700 dark:text-emerald-300';
+    case 'info':
+      return 'border-sky-500/30 bg-sky-500/10 text-sky-700 dark:text-sky-300';
+    default:
+      return 'border-[var(--border)] text-[var(--muted-foreground)]';
+  }
+}
+
+function formatSetupUpdatedAt(entry: ManualEntryPayload): string | null {
+  const raw = String(entry.sell_time || entry.buy_time || '').trim();
+  if (!raw) return null;
+  const parsed = new Date(raw);
+  if (Number.isNaN(parsed.getTime())) return null;
+  return parsed.toLocaleString();
+}
+
 function normalizeSimpleEntries(entries: ManualEntryPayload[]): ManualEntryPayload[] {
   return entries
     .filter((entry) => String(entry.workflow_type || '').trim().toLowerCase() === 'simple')
@@ -339,6 +383,23 @@ function isLikelySymbolCandidate(symbol: string): boolean {
   return /^[A-Z0-9./-]{1,20}$/.test(symbol);
 }
 
+function extractReferencePriceFromResearchProfile(profile: any): number | null {
+  const candidates = [
+    profile?.price,
+    profile?.lastPrice,
+    profile?.currentPrice,
+    profile?.previousClose,
+    profile?.prevClose,
+  ];
+
+  for (const candidate of candidates) {
+    const value = Number(candidate);
+    if (Number.isFinite(value) && value > 0) return value;
+  }
+
+  return null;
+}
+
 function describeSavedSetup(entry: ManualEntryPayload): string {
   const side = normalizeSetupSide(entry.simple_side);
   const symbol = String(entry.symbol || '').trim().toUpperCase();
@@ -535,7 +596,13 @@ export function SimpleView() {
           updateDraft('currentMarketPrice', lastClose.toFixed(4));
         }
       } else {
-        throw new Error('No recent market data is available for this symbol right now.');
+        const researchProfile = await fetchResearchProfile(requestSymbol).catch(() => null);
+        const fallbackReferencePrice = extractReferencePriceFromResearchProfile(researchProfile);
+        if (fallbackReferencePrice && marketPriceRequestSymbolRef.current === requestSymbol) {
+          updateDraft('currentMarketPrice', fallbackReferencePrice.toFixed(4));
+          return;
+        }
+        throw new Error('No live price or latest close is available for this symbol right now.');
       }
     } catch (err: any) {
       if (marketPriceRequestSymbolRef.current === requestSymbol) {
@@ -899,7 +966,8 @@ export function SimpleView() {
               const entryId = String(entry.stock_instance_id || '');
               const side = normalizeSetupSide(entry.simple_side);
               const isEditing = editingSetupId === entryId;
-              const runtimeStatus = deriveRuntimeOrderStatus(entry, runtimeOrders, simpleHoldings);
+              const runtimeSnapshot = deriveRuntimeSnapshot(entry, runtimeOrders, simpleHoldings);
+              const updatedAt = formatSetupUpdatedAt(entry);
               return (
                 <div key={entryId} className="rounded-[1.5rem] border border-[var(--border)] bg-[var(--card-elevated)] p-5">
                   <div className="mb-3 flex items-start justify-between gap-4">
@@ -946,6 +1014,16 @@ export function SimpleView() {
                     <span className="rounded-full border border-[var(--border)] px-3 py-1">
                       {formatSetupStatus(entry.status)}
                     </span>
+                    {runtimeSnapshot ? (
+                      <span className={`rounded-full border px-3 py-1 ${statusToneClasses(runtimeSnapshot.tone)}`}>
+                        {runtimeSnapshot.label}
+                      </span>
+                    ) : null}
+                    <span className="rounded-full border border-[var(--border)] px-3 py-1">
+                      {String(entry.sizing_mode || '').trim().toLowerCase() === 'amount'
+                        ? `Budget $${Number(entry.amount_usd || 0).toFixed(2)}`
+                        : `Qty ${entry.quantity || entry.filled_quantity || 0}`}
+                    </span>
                     {entry.reference_price ? (
                       <span className="rounded-full border border-[var(--border)] px-3 py-1">
                         Ref {Number(entry.reference_price).toFixed(4)}
@@ -956,14 +1034,19 @@ export function SimpleView() {
                         Entry {Number(entry.entry_price).toFixed(4)}
                       </span>
                     ) : null}
-                    {entry.linked_trade_id ? (
+                    {(runtimeSnapshot?.tradeId || entry.linked_trade_id) ? (
                       <span className="rounded-full border border-[var(--border)] px-3 py-1">
-                        Trade linked
+                        Trade {String(runtimeSnapshot?.tradeId || entry.linked_trade_id).slice(0, 18)}…
                       </span>
                     ) : null}
-                    {runtimeStatus ? (
+                    {runtimeSnapshot?.orderId ? (
                       <span className="rounded-full border border-[var(--border)] px-3 py-1">
-                        {runtimeStatus}
+                        Order {runtimeSnapshot.orderId.slice(0, 12)}…
+                      </span>
+                    ) : null}
+                    {updatedAt ? (
+                      <span className="rounded-full border border-[var(--border)] px-3 py-1 normal-case tracking-normal">
+                        Updated {updatedAt}
                       </span>
                     ) : null}
                   </div>