Add per-stage withdrawal targets with consistency and min trading days

- Add withdrawal stage system: each stage defines profit target, consistency,
  and min trading days for post-withdrawal challenge cycles
- Target Same Equity mode accounts for withdrawn amounts when computing
  effective profit target (profitTarget - remainingProfit)
- Store fund transaction timestamps for time-aware cycle filtering
  (withdrawals before 9 AM CT include that day in new cycle)
- Expose full P&L history (fullDailyPnL) for calendar/equity curve display
  across all cycles, with DB fallback for pre-restart data
- Show stage number (#1, #2, etc.) on calendar cells
- Hide consistency reference line when consistency is 0% or 100%
- Settings UI: "After First W/D" column with same-equity checkbox,
  expandable stage sub-rows with profit/consistency/days inputs
- Default target_same_equity to 1 for new and existing account configs

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Brandon Li
2026-03-21 05:27:13 -05:00
co-authored by Claude Opus 4.6
parent c54073e4b8
commit 70b1362d3e
11 changed files with 384 additions and 48 deletions
+130 -4
View File
@@ -1,6 +1,6 @@
'use client';
import { useEffect, useState } from 'react';
import React, { useEffect, useState } from 'react';
import { useRouter, useParams } from 'next/navigation';
const SIZE_PRESETS = [5_000, 10_000, 25_000, 50_000, 75_000, 100_000, 150_000];
@@ -14,6 +14,8 @@ interface AccountConfig {
minTradingDays: number;
accountSize: number;
maxPositionSize: number;
targetSameEquity: boolean;
withdrawalStages: { profit: number; consistency: number; minTradingDays: number }[];
}
interface FirmConfig {
@@ -51,6 +53,8 @@ function newRow(): RowState {
minTradingDays: 5,
accountSize: 50_000,
maxPositionSize: 0,
targetSameEquity: true,
withdrawalStages: [],
dirty: true,
saving: false,
error: '',
@@ -148,6 +152,8 @@ export default function FirmSettingsPage() {
minTradingDays: row.minTradingDays,
accountSize: row.accountSize,
maxPositionSize: row.maxPositionSize,
targetSameEquity: row.targetSameEquity,
withdrawalStages: row.withdrawalStages,
};
if (row.id < 0) {
@@ -257,20 +263,22 @@ export default function FirmSettingsPage() {
<th className="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wider text-slate-400">Min Day P&L</th>
<th className="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wider text-slate-400">Min Trading Days</th>
<th className="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wider text-slate-400">Max Contracts</th>
<th className="px-4 py-3 text-left text-xs font-semibold uppercase tracking-wider text-slate-400">After First W/D</th>
<th className="px-3 py-3 w-32" />
</tr>
</thead>
<tbody>
{rows.length === 0 && firmName && (
<tr>
<td colSpan={8} className="px-4 py-6 text-center text-sm text-slate-400 italic">
<td colSpan={9} className="px-4 py-6 text-center text-sm text-slate-400 italic">
No account types yet
</td>
</tr>
)}
{rows.map((row) => (
<tr key={row.id} className="border-b border-slate-100 last:border-0">
<React.Fragment key={row.id}>
<tr className="border-b border-slate-100 last:border-0">
{/* Prefix */}
<td className="px-4 py-2.5">
@@ -405,6 +413,21 @@ export default function FirmSettingsPage() {
/>
</td>
{/* After Withdrawal */}
<td className="px-4 py-2.5">
<label className="flex items-center gap-1.5 cursor-pointer select-none">
<input
type="checkbox"
checked={row.targetSameEquity}
onChange={(e) =>
updateRow(row.id, { targetSameEquity: e.target.checked })
}
className="rounded border-slate-300 text-blue-500 focus:ring-blue-400"
/>
<span className="text-xs text-slate-600">Same equity</span>
</label>
</td>
{/* Actions */}
<td className="px-3 py-2.5">
<div className="flex items-center justify-end gap-1.5">
@@ -449,11 +472,114 @@ export default function FirmSettingsPage() {
</div>
</td>
</tr>
{/* Stage sub-rows — shown when targetSameEquity is OFF */}
{!row.targetSameEquity && (
<>
{row.withdrawalStages.map((stage, idx) => {
const isLast = idx === row.withdrawalStages.length - 1;
const showPlus = isLast && row.withdrawalStages.length > 1;
return (
<tr key={`${row.id}-stage-${idx}`} className="bg-slate-50/60 border-b border-slate-100 last:border-0">
<td colSpan={9} className="pl-10 pr-4 py-1.5">
<div className="flex items-center gap-3">
<span className="text-xs text-slate-400 w-16 shrink-0">
Stage {idx + 2}{showPlus ? '+' : ''}
</span>
<div className="relative flex items-center">
<span className="absolute left-2 text-slate-400 text-xs pointer-events-none">$</span>
<input
type="number"
className="border border-slate-200 rounded px-1.5 py-1 pl-4 text-xs text-slate-800 focus:outline-none focus:ring-1 focus:ring-blue-400 bg-white w-24"
value={stage.profit}
min={0}
step={100}
placeholder="Profit"
onChange={(e) => {
const next = row.withdrawalStages.map((s, i) =>
i === idx ? { ...s, profit: Number(e.target.value) } : s
);
updateRow(row.id, { withdrawalStages: next });
}}
/>
</div>
{row.consistency > 0 && (
<div className="relative flex items-center">
<input
type="number"
className="border border-slate-200 rounded px-1.5 py-1 pr-5 text-xs text-slate-800 focus:outline-none focus:ring-1 focus:ring-blue-400 bg-white w-20"
value={Math.round(stage.consistency * 100)}
min={0}
max={100}
step={1}
placeholder="Cons%"
onChange={(e) => {
const next = row.withdrawalStages.map((s, i) =>
i === idx ? { ...s, consistency: Number(e.target.value) / 100 } : s
);
updateRow(row.id, { withdrawalStages: next });
}}
/>
<span className="absolute right-1.5 text-slate-400 text-xs pointer-events-none">%</span>
</div>
)}
<div className="flex items-center gap-1">
<input
type="number"
className="border border-slate-200 rounded px-1.5 py-1 text-xs text-slate-800 focus:outline-none focus:ring-1 focus:ring-blue-400 bg-white w-12"
value={stage.minTradingDays}
min={0}
step={1}
placeholder="Days"
onChange={(e) => {
const next = row.withdrawalStages.map((s, i) =>
i === idx ? { ...s, minTradingDays: Number(e.target.value) } : s
);
updateRow(row.id, { withdrawalStages: next });
}}
/>
<span className="text-slate-400 text-[10px] shrink-0">days</span>
</div>
<button
onClick={() => {
const next = row.withdrawalStages.filter((_, i) => i !== idx);
updateRow(row.id, { withdrawalStages: next });
}}
className="text-slate-300 hover:text-red-400 text-sm leading-none"
title="Remove stage"
>
×
</button>
</div>
</td>
</tr>
);
})}
<tr className="bg-slate-50/60 border-b border-dashed border-slate-200">
<td colSpan={9} className="pl-10 pr-4 py-1">
<button
onClick={() =>
updateRow(row.id, {
withdrawalStages: [
...row.withdrawalStages,
{ profit: row.profitTarget, consistency: row.consistency, minTradingDays: row.minTradingDays },
],
})
}
className="text-xs text-blue-400 hover:text-blue-600"
>
+ Add stage
</button>
</td>
</tr>
</>
)}
</React.Fragment>
))}
{/* Add row */}
<tr className="border-t border-dashed border-slate-200">
<td colSpan={8} className="px-2 py-2">
<td colSpan={9} className="px-2 py-2">
<button
onClick={() => setRows((prev) => [...prev, newRow()])}
className="w-full py-1.5 text-sm text-slate-400 hover:text-slate-600 hover:bg-slate-50 rounded-lg transition-colors"