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

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- 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- Target Same Equity mode accounts for withdrawn amounts when computing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
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lib/db.ts
+24 -4
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@@ -50,6 +50,20 @@ try {
// Column already exists
}
// Migration: add target_same_equity flag
try {
db.exec('ALTER TABLE account_configs ADD COLUMN target_same_equity INTEGER NOT NULL DEFAULT 1');
} catch {
// Column already exists
}
// Migration: add withdrawal_stages JSON array
try {
db.exec("ALTER TABLE account_configs ADD COLUMN withdrawal_stages TEXT NOT NULL DEFAULT '[]'");
} catch {
// Column already exists
}
// ── Interfaces ─────────────────────────────────────────────────────────────
@@ -65,6 +79,8 @@ export interface AccountConfigRow {
account_size: number;
max_loss: number;
max_position_size: number;
target_same_equity: number; // 0 | 1
withdrawal_stages: string; // JSON { profit: number; consistency: number; minTradingDays: number }[]
}
export interface FirmRow {
@@ -118,11 +134,13 @@ export function createAccountConfig(firmId: number, data: {
accountSize: number;
maxLoss: number;
maxPositionSize: number;
targetSameEquity?: boolean;
withdrawalStages?: { profit: number; consistency: number; minTradingDays: number }[];
}): AccountConfigRow {
const stmt = db.prepare(
'INSERT INTO account_configs (firm_id, prefix, profit_target, consistency, min_day_pnl, min_trading_days, account_size, max_loss, max_position_size) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)'
'INSERT INTO account_configs (firm_id, prefix, profit_target, consistency, min_day_pnl, min_trading_days, account_size, max_loss, max_position_size, target_same_equity, withdrawal_stages) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)'
);
const result = stmt.run(firmId, data.prefix, data.profitTarget, data.consistency, data.minDayPnL, data.minTradingDays, data.accountSize, data.maxLoss, data.maxPositionSize);
const result = stmt.run(firmId, data.prefix, data.profitTarget, data.consistency, data.minDayPnL, data.minTradingDays, data.accountSize, data.maxLoss, data.maxPositionSize, data.targetSameEquity ? 1 : 0, JSON.stringify(data.withdrawalStages ?? []));
return db.prepare('SELECT * FROM account_configs WHERE id = ?').get(result.lastInsertRowid) as AccountConfigRow;
}
@@ -140,12 +158,14 @@ export function updateAccountConfig(id: number, data: {
accountSize: number;
maxLoss: number;
maxPositionSize: number;
targetSameEquity?: boolean;
withdrawalStages?: { profit: number; consistency: number; minTradingDays: number }[];
}): boolean {
const result = db.prepare(`
UPDATE account_configs
SET prefix = ?, profit_target = ?, consistency = ?, min_day_pnl = ?, min_trading_days = ?, account_size = ?, max_loss = ?, max_position_size = ?
SET prefix = ?, profit_target = ?, consistency = ?, min_day_pnl = ?, min_trading_days = ?, account_size = ?, max_loss = ?, max_position_size = ?, target_same_equity = ?, withdrawal_stages = ?
WHERE id = ?
`).run(data.prefix, data.profitTarget, data.consistency, data.minDayPnL, data.minTradingDays, data.accountSize, data.maxLoss, data.maxPositionSize, id);
`).run(data.prefix, data.profitTarget, data.consistency, data.minDayPnL, data.minTradingDays, data.accountSize, data.maxLoss, data.maxPositionSize, data.targetSameEquity ? 1 : 0, JSON.stringify(data.withdrawalStages ?? []), id);
return result.changes > 0;
}