/* Fincr 2.0 — Closed positions list + sell_type tagging + rotation linking
(C2-S7 tagging, C2-S8 linking; decisions C2-D69/70/71).
Primary purpose: tag historical closes with sell_type AND, for rotations, link
the close to the specific subsequent buy transaction(s) the proceeds funded.
Reads: useStore2().closed (closed entries), useStore2().holdings (buy txns live
on each holding's .txns array — there is NO separate transaction store),
F.unlinkedRotationCount (set in store2.jsx totals).
Writes: store.actions.editClosedPosition(ticker, { sell_type, conviction_retained,
rotated_into, rotation_links })
store.actions.addRotatedFromToTxn(ticker, txnId, { source_ticker,
source_closed_at, portion_eur }) — forward link on the buy txn. */
// Human-readable label for a sell_type value. '—' when untagged.
function sellTypeLabel(st) {
if (st === 'rotate') return 'Rotate';
if (st === 'exit') return 'Exit';
return '—';
}
// ── RotationLinkPicker2 (C2-S8) ───────────────────────────────────────────────
// Shown in both the close modal (drawer2 CloseForm2) and the review modal below
// when sell_type === 'rotate' and a target ticker is set. Lets the owner link the
// rotation to the specific buy transaction(s) it funded — picked from the target
// ticker's existing buys (no data re-entry). Defined at top level so drawer2.jsx
// (loaded later, same global scope) can reference it by bare name.
//
// Data source note: transactions are NOT in a separate localStorage key — they
// live as .txns arrays on each holding. We read the target ticker's buys from
// useStore2().holdings. If the target is not currently held, the list is empty
// and the owner saves "without link" (resolves later).
function RotationLinkPicker2({ targetTicker, closedAt, grossProceeds, initialLinks, onChange }) {
const t = useTheme2();
const F = window.FINCR;
const store = useStore2();
const [showAll, setShowAll] = React.useState(false);
const targetHolding = (store.holdings || []).find((h) => h.ticker === targetTicker);
const allBuys = ((targetHolding && targetHolding.txns) || []).filter((tx) => tx.kind === 'buy');
// ±30 day window around the close date unless "Show all" is on.
const closeMs = new Date(closedAt + 'T00:00:00').getTime();
const WINDOW_MS = 30 * 86400000;
const inWindow = allBuys.filter((tx) => {
const d = new Date(tx.date + 'T00:00:00').getTime();
return isFinite(d) && Math.abs(d - closeMs) <= WINDOW_MS;
});
const buys = (showAll ? allBuys : inWindow).slice().sort((a, b) => (a.date < b.date ? 1 : -1)); // newest first
const hiddenCount = allBuys.length - inWindow.length;
const txnValue = (tx) => tx.qty * tx.price;
// Seed selection from initialLinks ONCE (review re-edit). Only seed links whose
// target_ticker matches — guards against stale ids if the owner changed ticker.
const seed = React.useRef(null);
if (seed.current === null) {
const sel = {}, por = {};
(initialLinks || []).forEach((l) => {
if (l.target_txn_id && l.target_ticker === targetTicker) {
sel[l.target_txn_id] = true;
if (l.portion_eur != null) por[l.target_txn_id] = String(l.portion_eur);
}
});
seed.current = { sel, por };
}
const [selected, setSelected] = React.useState(seed.current.sel);
const [portions, setPortions] = React.useState(seed.current.por);
const buildLinks = (sel, por) => Object.keys(sel).filter((id) => sel[id]).map((id) => {
const tx = allBuys.find((b) => b.id === id);
const raw = (por[id] != null && por[id] !== '') ? parseFloat(por[id]) : (tx ? txnValue(tx) : 0);
return { target_ticker: targetTicker, target_txn_id: id, portion_eur: isNaN(raw) ? 0 : raw };
});
const emit = (sel, por) => {
const links = buildLinks(sel, por);
const sum = links.reduce((s, l) => s + (l.portion_eur || 0), 0);
const valid = grossProceeds == null || sum <= grossProceeds + 0.5; // €0.50 epsilon
onChange(links, valid, sum);
};
// Emit the seeded selection once on mount (deps [] — no re-emit loop).
React.useEffect(() => { emit(selected, portions); }, []);
const toggle = (id) => { const next = { ...selected, [id]: !selected[id] }; setSelected(next); emit(next, portions); };
const setPortion = (id, v) => { const next = { ...portions, [id]: v }; setPortions(next); emit(selected, next); };
const currentSum = buildLinks(selected, portions).reduce((s, l) => s + (l.portion_eur || 0), 0);
const overLimit = grossProceeds != null && currentSum > grossProceeds + 0.5;
const linkBtn = (label, onClick) => (
);
return (
ROTATED INTO BUY TRANSACTION(S)Which {targetTicker || '—'} buy(s) did this rotation fund?
{buys.length === 0 ? (
No {targetTicker || ''} buys {showAll ? 'in your ledger' : 'within 30 days of the close'}. Save to tag without a link — you can link it later.
{!showAll && hiddenCount > 0 && linkBtn('Show all buys (' + hiddenCount + ' more)', () => setShowAll(true))}
) : (
{buys.map((tx) => {
const on = !!selected[tx.id];
return (