Add live testing controls and portfolio refresh fixes

src/components/landing/PortfolioSection.tsx

@@ -11,6 +11,13 @@ import { Badge } from "@/components/ui/badge";
 import { Button } from "@/components/ui/button";
 import { Input } from "@/components/ui/input";
 import { Label } from "@/components/ui/label";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
 import StrategyTimeline from "@/components/StrategyTimeline";
 import { toast } from "@/hooks/use-toast";
 import {
@@ -52,13 +59,19 @@ type FundsResponse = {
     withdrawable?: number;
     utilized?: number;
     balance?: number;
+    available?: {
+      live_balance?: number;
+      cash?: number;
+      opening_balance?: number;
+    };
+    raw?: any;
   };
 };
 
 type EquityCurveResponse = {
   startDate: string;
   endDate: string;
-  accountOpenDate?: string;
+  exactFrom?: string | null;
   points: { date: string; value: number }[];
 };
 
@@ -73,6 +86,7 @@ type EngineStatus = {
 type SessionUser = Pick<User, "id" | "username">;
 
 const MotionButton = motion(Button);
+const BROKER_DATA_REFRESH_MS = 30_000;
 
 function formatCurrency(amount: number, options?: { decimals?: number }) {
   const decimals = options?.decimals ?? 2;
@@ -113,6 +127,65 @@ function formatRelativeSeconds(seconds: number) {
   return `in ${parts.join(" ")}`;
 }
 
+function firstNumber(...values: unknown[]) {
+  for (const value of values) {
+    const parsed = Number(value);
+    if (Number.isFinite(parsed)) {
+      return parsed;
+    }
+  }
+  return 0;
+}
+
+function getSettledQuantity(item: any) {
+  return firstNumber(item?.settled_quantity, item?.quantity, item?.qty);
+}
+
+function getT1Quantity(item: any) {
+  return firstNumber(item?.t1_quantity);
+}
+
+function getEffectiveQuantity(item: any) {
+  return firstNumber(item?.effective_quantity, getSettledQuantity(item) + getT1Quantity(item));
+}
+
+function getAveragePrice(item: any) {
+  return firstNumber(item?.average_price, item?.avg_price);
+}
+
+function getLastPrice(item: any) {
+  return firstNumber(item?.last_price, item?.close_price, getAveragePrice(item));
+}
+
+function getDisplayPnl(item: any) {
+  return firstNumber(
+    item?.display_pnl,
+    getEffectiveQuantity(item) * (getLastPrice(item) - getAveragePrice(item)),
+  );
+}
+
+function getHoldingValue(item: any) {
+  return firstNumber(item?.holding_value, getEffectiveQuantity(item) * getLastPrice(item));
+}
+
+function getAvailableFundsValue(funds?: FundsResponse["funds"] | null) {
+  return firstNumber(
+    funds?.available?.live_balance,
+    funds?.raw?.equity?.available?.live_balance,
+    funds?.raw?.equity?.available?.cash,
+    funds?.raw?.available?.live_balance,
+    funds?.balance,
+    funds?.cash,
+    funds?.withdrawable,
+    funds?.net,
+    funds?.raw?.equity?.net,
+    funds?.raw?.net,
+    funds?.available?.opening_balance,
+    funds?.raw?.equity?.available?.opening_balance,
+    funds?.raw?.available?.opening_balance,
+  );
+}
+
 function usePrefersReducedMotion() {
   const [prefersReducedMotion, setPrefersReducedMotion] = useState(false);
 
@@ -266,27 +339,14 @@ export default function PortfolioSection() {
     formatDateInput(new Date(Date.now() - 90 * 24 * 60 * 60 * 1000)),
   );
   const [sipAmount, setSipAmount] = useState(5000);
-  const [frequencyDays, setFrequencyDays] = useState(30);
+  const [frequencyValue, setFrequencyValue] = useState(30);
+  const [frequencyUnit, setFrequencyUnit] = useState<"days" | "minutes">("days");
   const [strategyStatus, setStrategyStatus] = useState("STOPPED");
   const [isStarting, setIsStarting] = useState(false);
   const [isStopping, setIsStopping] = useState(false);
   const [engineStatus, setEngineStatus] = useState<EngineStatus | null>(null);
   const [marketStatus, setMarketStatus] = useState<MarketStatusResponse | null>(null);
 
-  const linkedAtDate = brokerStatus?.connected_at
-    ? new Date(brokerStatus.connected_at)
-    : null;
-  const linkedAtInput =
-    linkedAtDate && !isNaN(linkedAtDate.getTime())
-      ? formatDateInput(linkedAtDate)
-      : undefined;
-
-  useEffect(() => {
-    if (linkedAtInput) {
-      setStartDate((prev) => (prev === linkedAtInput ? prev : linkedAtInput));
-    }
-  }, [linkedAtInput]);
-
   const refreshStatus = useCallback(async () => {
     try {
       const status = await getStrategyStatus();
@@ -406,6 +466,30 @@ export default function PortfolioSection() {
     },
   });
 
+  const refreshBrokerData = useCallback(
+    async ({ includeEquityCurve = false }: { includeEquityCurve?: boolean } = {}) => {
+      if (!brokerStatus?.connected) {
+        return;
+      }
+      const tasks = [
+        holdingsQuery.refetch(),
+        fundsQuery.refetch(),
+        refetchBrokerStatus(),
+      ];
+      if (includeEquityCurve) {
+        tasks.push(equityCurveQuery.refetch());
+      }
+      await Promise.allSettled(tasks);
+    },
+    [
+      brokerStatus?.connected,
+      holdingsQuery.refetch,
+      fundsQuery.refetch,
+      equityCurveQuery.refetch,
+      refetchBrokerStatus,
+    ],
+  );
+
   const isConnected = !!brokerStatus?.connected;
   const isAuthed = brokerStatus !== null;
   const holdings = holdingsQuery.data ? holdingsQuery.data.holdings : cachedHoldings;
@@ -425,12 +509,7 @@ export default function PortfolioSection() {
     setReconnectAttempted(true);
     (async () => {
       try {
-        await refetchBrokerStatus();
+        await refreshBrokerData({ includeEquityCurve: true });
-        await Promise.all([
-          holdingsQuery.refetch(),
-          fundsQuery.refetch(),
-          equityCurveQuery.refetch(),
-        ]);
       } catch {
         return;
       }
@@ -439,36 +518,54 @@ export default function PortfolioSection() {
     sessionExpired,
     reconnectAttempted,
     isConnected,
-    refetchBrokerStatus,
+    refreshBrokerData,
-    holdingsQuery,
-    fundsQuery,
-    equityCurveQuery,
   ]);
-  const availableFunds =
+
-    fundsSnapshot?.balance ??
+  useEffect(() => {
-    fundsSnapshot?.net ??
+    if (!isConnected) {
-    fundsSnapshot?.withdrawable ??
+      return;
-    fundsSnapshot?.cash ??
+    }
-    fundsSnapshot?.raw?.net ??
+
-    fundsSnapshot?.raw?.available?.live_balance ??
+    const refreshIfVisible = () => {
-    fundsSnapshot?.raw?.available?.opening_balance ??
+      if (document.visibilityState !== "visible") {
-    0;
+        return;
+      }
+      void refreshBrokerData();
+    };
+
+    const handleVisibilityChange = () => {
+      if (document.visibilityState === "visible") {
+        void refreshBrokerData();
+      }
+    };
+
+    const intervalId = window.setInterval(refreshIfVisible, BROKER_DATA_REFRESH_MS);
+    document.addEventListener("visibilitychange", handleVisibilityChange);
+
+    return () => {
+      window.clearInterval(intervalId);
+      document.removeEventListener("visibilitychange", handleVisibilityChange);
+    };
+  }, [isConnected, refreshBrokerData]);
+  const availableFunds = getAvailableFundsValue(fundsSnapshot);
 
   const { totalValue, totalPnl } = useMemo(() => {
     return holdings.reduce(
       (acc, item) => {
-        const qty = Number(item.quantity ?? item.qty ?? 0);
-        const last = Number(item.last_price ?? item.average_price ?? 0);
-        const pnl = Number(item.pnl ?? 0);
         return {
-          totalValue: acc.totalValue + qty * last,
+          totalValue: acc.totalValue + getHoldingValue(item),
-          totalPnl: acc.totalPnl + pnl,
+          totalPnl: acc.totalPnl + getDisplayPnl(item),
         };
       },
       { totalValue: 0, totalPnl: 0 },
     );
   }, [holdings]);
 
+  const activeHoldingCount = useMemo(
+    () => holdings.filter((item) => getEffectiveQuantity(item) > 0).length,
+    [holdings],
+  );
+
   const equityCurve = equityCurveQuery.data ?? cachedEquityCurve;
   const equityCurvePoints = equityCurve?.points ?? [];
   const showSessionExpired = sessionExpired && isConnected;
@@ -569,11 +666,8 @@ export default function PortfolioSection() {
   }, [brokerStatus, requireLogin]);
 
   const handleRefreshBrokerData = useCallback(() => {
-    holdingsQuery.refetch();
+    void refreshBrokerData({ includeEquityCurve: true });
-    fundsQuery.refetch();
+  }, [refreshBrokerData]);
-    equityCurveQuery.refetch();
-    refetchBrokerStatus();
-  }, [equityCurveQuery, fundsQuery, holdingsQuery, refetchBrokerStatus]);
 
   const handleDisconnectBroker = useCallback(() => {
     disconnectBrokerMutation.mutate();
@@ -601,8 +695,8 @@ export default function PortfolioSection() {
         strategy_name: "Golden Nifty",
         sip_amount: sipAmount,
         sip_frequency: {
-          value: frequencyDays,
+          value: frequencyValue,
-          unit: "days",
+          unit: frequencyUnit,
         },
         mode: "LIVE",
       });
@@ -632,7 +726,10 @@ export default function PortfolioSection() {
       }
     } finally {
       setIsStarting(false);
-      await refreshStatus();
+      await Promise.allSettled([
+        refreshStatus(),
+        refreshBrokerData({ includeEquityCurve: true }),
+      ]);
     }
   };
 
@@ -642,7 +739,10 @@ export default function PortfolioSection() {
       await stopStrategy();
     } finally {
       setIsStopping(false);
-      await refreshStatus();
+      await Promise.allSettled([
+        refreshStatus(),
+        refreshBrokerData({ includeEquityCurve: true }),
+      ]);
     }
   };
 
@@ -666,7 +766,7 @@ export default function PortfolioSection() {
     {
       icon: <BarChart3 className="h-5 w-5" />,
       label: "Positions",
-      value: holdings.length.toString(),
+      value: activeHoldingCount.toString(),
       muted: !isConnected,
     },
     {
@@ -888,10 +988,12 @@ export default function PortfolioSection() {
                 </thead>
                 <tbody className="divide-y divide-border/60">
                   {holdings.map((item, idx) => {
-                    const qty = Number(item.quantity ?? item.qty ?? 0);
+                    const qty = getEffectiveQuantity(item);
-                    const avg = Number(item.average_price ?? item.avg_price ?? 0);
+                    const settledQty = getSettledQuantity(item);
-                    const ltp = Number(item.last_price ?? 0);
+                    const t1Qty = getT1Quantity(item);
-                    const pnl = Number(item.pnl ?? 0);
+                    const avg = getAveragePrice(item);
+                    const ltp = getLastPrice(item);
+                    const pnl = getDisplayPnl(item);
                     return (
                       <tr key={`${item.tradingsymbol || item.instrument_token || idx}`}>
                         <td className="px-6 py-3">
@@ -902,7 +1004,14 @@ export default function PortfolioSection() {
                             <Badge variant="outline">{item.exchange || item.exchange_type || "N/A"}</Badge>
                           </div>
                         </td>
-                        <td className="px-6 py-3">{qty}</td>
+                        <td className="px-6 py-3">
+                          <div className="flex flex-col">
+                            <span>{qty}</span>
+                            {t1Qty > 0 && settledQty <= 0 ? (
+                              <span className="text-xs text-amber-300">T1 pending</span>
+                            ) : null}
+                          </div>
+                        </td>
                         <td className="px-6 py-3">{formatCurrency(avg, { decimals: 2 })}</td>
                         <td className="px-6 py-3">{ltp ? formatCurrency(ltp, { decimals: 2 }) : "-"}</td>
                         <td className="px-6 py-3">
@@ -972,21 +1081,43 @@ export default function PortfolioSection() {
                   }}
                 />
               </div>
+              <div className="grid gap-4 md:grid-cols-[minmax(0,1fr)_220px]">
                 <div className="space-y-2">
-                <Label htmlFor="strategy-frequency">Frequency (days)</Label>
+                  <Label htmlFor="strategy-frequency">Frequency</Label>
                   <Input
                     id="strategy-frequency"
                     type="number"
                     min={1}
                     step={1}
-                  value={frequencyDays}
+                    value={frequencyValue}
                     onChange={(event) => {
                       const value = Number(event.target.value);
-                    setFrequencyDays(Number.isNaN(value) ? 1 : value);
+                      setFrequencyValue(Number.isNaN(value) ? 1 : value);
                     }}
                   />
                 </div>
+                <div className="space-y-2">
+                  <Label>Unit</Label>
+                  <Select
+                    value={frequencyUnit}
+                    onValueChange={(value) => setFrequencyUnit(value as "days" | "minutes")}
+                  >
+                    <SelectTrigger>
+                      <SelectValue placeholder="Select unit" />
+                    </SelectTrigger>
+                    <SelectContent>
+                      <SelectItem value="days">Days</SelectItem>
+                      <SelectItem value="minutes">Minutes (testing)</SelectItem>
+                    </SelectContent>
+                  </Select>
                 </div>
+              </div>
+            </div>
+            {frequencyUnit === "minutes" ? (
+              <div className="text-xs text-amber-300">
+                Minutes mode is for live testing only. The engine checks every few seconds in this mode.
+              </div>
+            ) : null}
             <div className="flex flex-wrap gap-2">
               <MotionButton
                 {...ctaMotionProps}
@@ -1012,7 +1143,7 @@ export default function PortfolioSection() {
             <div>
               <p className="text-sm font-semibold">Equity curve</p>
               <p className="text-xs text-muted-foreground">
-                Track your account value over time from your demat open date.
+                Track exact stored daily broker snapshots from the day recording began.
               </p>
             </div>
             <div className="flex items-center gap-2">
@@ -1024,7 +1155,6 @@ export default function PortfolioSection() {
                 type="date"
                 value={startDate}
                 max={formatDateInput(new Date())}
-                min={linkedAtInput}
                 onChange={(e) => setStartDate(e.target.value)}
                 className="w-[180px]"
                 disabled={!isConnected}
@@ -1039,7 +1169,7 @@ export default function PortfolioSection() {
           ) : equityCurveQuery.isError && equityCurvePoints.length === 0 ? (
             <ZeroState message="Could not load equity curve." />
           ) : equityCurvePoints.length === 0 ? (
-            <ZeroState message="Could not load equity curve." />
+            <ZeroState message="No exact equity snapshots yet. The curve starts from the first recorded daily snapshot." />
           ) : (
             <div className="h-80">
               <ChartContainer
@@ -1088,9 +1218,15 @@ export default function PortfolioSection() {
                 </AreaChart>
               </ChartContainer>
               <p className="text-xs text-muted-foreground mt-2">
-                Account open date: {equityCurve?.accountOpenDate
+                Exact daily values from{" "}
-                  ? new Date(equityCurve.accountOpenDate).toLocaleDateString("en-IN")
+                {equityCurve?.exactFrom
-                  : "unknown"}
+                  ? new Date(equityCurve.exactFrom).toLocaleDateString("en-IN", {
+                      year: "numeric",
+                      month: "short",
+                      day: "numeric",
+                    })
+                  : "the first recorded snapshot"}
+                .
               </p>
             </div>
           )}