/**
 * CASH FLOW OPTIONS — Trade Tools  (single-file install)
 * Container-bound Apps Script for the Cash Flow Options Income Tracker.
 *
 * VERSION 1.8  (2026-08-17)
 *   1.8  NEW: "Roll a Trade…" — extend an existing position instead of letting
 *        it expire or get called away. Pick any OPEN put or covered call; the
 *        form auto-detects which. You enter only the NET CREDIT your broker's
 *        roll screen shows (Public: Trade > More > Roll Position; Schwab has the
 *        same), plus the new expiration and strike. Behind the scenes the tool
 *        writes what actually happened: a row closing the old contract and a row
 *        opening the new one, on the SAME cycle — a roll is a continuation of
 *        the position, not a new one, so cycle ROI keeps accruing in one place.
 *        The net credit rides on the new leg, so recorded cash flow matches the
 *        account to the penny. Live panel shows the credit, the extra days, and
 *        the annualized return on those INCREMENTAL days (the number that tells
 *        you whether the roll beats redeploying the cash).
 *        New: getRollableCycles(), rollPosition(), rollHtml_(), showRollForm().
 *        ALSO 1.8: the Income by Month block now formats its yield columns as
 *        percentages across the whole rolling 12-month window, not just the
 *        rows that happen to hold numbers today. A month landing in a row that
 *        had never been formatted used to render 0.0108 instead of 1.08%.
 *        New: applyOwnedFormats_(), run from Apply Latest Updates.
 *   1.7  Annualized yield on capital (Dashboard) is now a single BLENDED
 *        figure — cumulative return annualized over the days since the first
 *        trade — instead of an average of each month's day-adjusted rate. A
 *        short, exceptional trade no longer over-inflates the headline
 *        (e.g. ~245% -> ~114% after a hot first week). Owned formula, so
 *        Apply Latest Updates heals existing copies.
 *   1.6  Sell a Put now guarantees a UNIQUE Cycle ID — two trades with the
 *        same ticker/expiration/strike no longer collide (the first stays
 *        clean, duplicates get -2, -3, …), so the Position Tracker keeps them
 *        as separate positions. New: uniqueCycleId_(). Forward-looking: it
 *        does NOT renumber Cycle IDs already in the log.
 *   1.5  Close a Position now lists OPEN COVERED CALLS too, not just puts.
 *        Close a call as Bought-to-close, Expired (shares kept), or Called
 *        away (shares sold). Trade/close date is always editable so you can
 *        backfill past closes. New: getCloseableCycles(), closeCallPosition_(),
 *        callBtcType_().
 *        SELF-UPDATE: new "⚙️ Apply Latest Updates" menu item + hidden _CFO
 *        version stamp + on-open nudge. Members update by pasting new code and
 *        clicking it; it re-applies owned formulas (declarative) and runs
 *        one-time migrations, never touching data. Bump CODE_VERSION each
 *        release; put formula changes in applyOwnedFormulas_, structural
 *        changes in MIGRATIONS.
 *   1.4.1 Fix: trade-type lookup now checks the Lists tab (reference tab was
 *        renamed from Trade Types) and falls back to the standard names.
 *   1.4  Settle Expired Options covers covered CALLs too: called away vs
 *        call-expired, with trade-type names read live from the Trade
 *        Types tab. Menu item renamed from "Settle expired puts".
 *   1.3  Settle Expired Puts works ON expiration Friday after the 4:05pm ET
 *        bell (live quote + 1% safety band; too-close-to-call waits for the
 *        official close next day). Added getLivePrice_().
 *   1.2  (2026-07-08) Withdraw-balance lookup by label (row-shift-proof);
 *        in-dialog confirm/error panels on all 4 forms.
 *   1.1  (2026-06) Full 5-item menu: Sell a Put, Sell a Covered Call,
 *        Close a Position, Record a Cash Move, Settle Expired Puts.
 *   1.0  (2026-06) Initial: Sell a Put + Close a Position.
 *
 * @OnlyCurrentDoc
 * The line above limits this script to THIS spreadsheet only (a non-sensitive
 * scope), so users get a normal "Allow" prompt instead of broad access.
 *
 * Install once on the MASTER sheet: Extensions > Apps Script > paste this whole
 * file over Code.gs > Save > reload the sheet. Students who COPY the sheet get
 * the script automatically — they only click "Approve" once. No pasting.
 *
 * Menu: Cash Flow Tools
 *   Sell a Put…              -> opens a wheel cycle (Short Put Sold)
 *   Sell a Covered Call…     -> rebound leg on an assigned cycle (Covered Call Sold)
 *   Roll a Trade…            -> extend an OPEN put or covered call to a later expiration for a net credit
 *   Close a Position…        -> pick an OPEN put OR covered call; Expired / Assigned / Called away / Bought-to-close
 *   Record a Cash Move…      -> Add/Withdraw Capital, Reinvest, Withdraw Cash Flow
 *   Settle expired puts       -> auto-checks expiration-day close vs strike and posts it
 *   ⚙️ Apply Latest Updates   -> re-applies owned formulas + structural migrations to match this code
 */

var TL = 'Trade Log';
var PT = 'Position Tracker';
var LEDGER = 'Cash Additions/Withdrawals';

// Trade Log columns (1-based)
var C = { date:1, cycle:2, ticker:3, type:4, exp:5, strike:6, qty:7, prem:8,
          fees:9, cash:10, realized:11, wd:12, batch:13, dte:14, note:15,
          roi:16, ann:17 };
var LASTCOL = C.ann;
var FORMULA_COLS = [C.cash, C.realized, C.dte, C.roi, C.ann];

// Position Tracker columns (1-based)
var P = { cycle:1, ticker:2, status:3, qty:4, price:5, strike:6 };
var OPEN_PUT = 'Open Put';
var OPEN_CALL = 'Open Call';
var ASSIGNED = 'Assigned Shares';

// Ledger (Cash Additions/Withdrawals) columns + live-balance cells
var L = { date:1, type:2, amount:3, batch:4, cycle:5, note:6 };
var BAL = { cashFlow:'I2', basis:'I3', toTrade:'I4' };

// --- Self-update framework -------------------------------------------------
var CODE_VERSION = '1.8';   // bump every release (even a one-cell formula change)
var META  = '_CFO';         // hidden tab that stores this sheet's installed version
var DASH  = 'Dashboard';

function onOpen() {
  SpreadsheetApp.getUi()
    .createMenu('⚡ Cash Flow Tools')
    .addItem('Sell a Put…', 'showSellPutForm')
    .addItem('Sell a Covered Call…', 'showCoveredCallForm')
    .addItem('Roll a Trade…', 'showRollForm')
    .addItem('Close a Position…', 'showCloseForm')
    .addSeparator()
    .addItem('Record a Cash Move…', 'showCashMoveForm')
    .addSeparator()
    .addItem('Settle expired options (check now)', 'checkExpirations')
    .addSeparator()
    .addItem('\u2699\ufe0f Apply Latest Updates', 'applyUpdates')
    .addItem('About (v1.8 \u2014 2026-08-17)', 'showVersion')
    .addToUi();

  // Gentle, non-blocking nudge if this sheet is behind the pasted code.
  try {
    if (getInstalledVersion_() !== CODE_VERSION)
      SpreadsheetApp.getActive().toast(
        'An update is ready. Click \u26a1 Cash Flow Tools \u25b8 Apply Latest Updates.',
        'Cash Flow Tools', 8);
  } catch (e) {}
}

function showVersion() {
  SpreadsheetApp.getUi().alert('Cash Flow Tools', 'Version 1.8 (2026-08-17)\nNEW: Roll a Trade. Extend an open put or covered call to a later expiration instead of letting it expire or get called away. Enter only the net credit your broker shows you; the tool records the close and the re-open for you, on the same cycle, and shows the annualized return on the extra days.', SpreadsheetApp.getUi().ButtonSet.OK);
}

/* ===================================================================
 * SELF-UPDATE FRAMEWORK
 * "Apply Latest Updates" brings a member's sheet up to match whatever
 * code is currently pasted in. It only writes formulas / structure the
 * tool OWNS — it never touches Trade Log or ledger DATA rows. It has no
 * internet access; it just applies what this code already contains.
 * Safe to run any time; running it twice does nothing the second time.
 *
 * To ship a formula change: edit its line in applyOwnedFormulas_ and
 * bump CODE_VERSION. For a structural change (new column, seed a list
 * value, etc.): append a step to MIGRATIONS and bump CODE_VERSION.
 * ------------------------------------------------------------------- */

// Hidden tab that remembers which version this sheet was last updated to.
function metaSheet_() {
  var ss = SpreadsheetApp.getActive();
  var sh = ss.getSheetByName(META);
  if (!sh) {
    sh = ss.insertSheet(META);
    sh.getRange('A1').setValue('installedVersion');
    try { sh.hideSheet(); } catch (e) {}
  }
  return sh;
}
// Read-only — safe to call from onOpen (never creates a tab).
function getInstalledVersion_() {
  var sh = SpreadsheetApp.getActive().getSheetByName(META);
  return sh ? String(sh.getRange('B1').getValue() || '') : '';
}
function setInstalledVersion_(v) { metaSheet_().getRange('B1').setValue(v); }

// true if version a is older than version b  ("1.4.1" < "1.5")
function verLt_(a, b) {
  a = String(a || '0').split('.').map(Number);
  b = String(b || '0').split('.').map(Number);
  for (var i = 0; i < Math.max(a.length, b.length); i++) {
    var x = a[i] || 0, y = b[i] || 0;
    if (x < y) return true;
    if (x > y) return false;
  }
  return false;
}

// Menu action: heal owned formulas + run pending migrations, then stamp version.
function applyUpdates() {
  var ui = SpreadsheetApp.getUi();
  var from = getInstalledVersion_();
  var changes = [];
  try {
    changes = changes.concat(applyOwnedFormulas_());
    changes = changes.concat(applyOwnedFormats_());
    changes = changes.concat(runMigrations_());
    setInstalledVersion_(CODE_VERSION);
  } catch (e) {
    ui.alert('Apply Latest Updates',
      'Could not finish: ' + e.message + '\n\nNothing in your data was changed.',
      ui.ButtonSet.OK);
    return;
  }
  if (from === CODE_VERSION && !changes.length) {
    ui.alert('Cash Flow Tools',
      'You are already on the latest version (v' + CODE_VERSION + '). Nothing to update.',
      ui.ButtonSet.OK);
  } else {
    ui.alert('Cash Flow Tools',
      'Updated to v' + CODE_VERSION + '.\n\nWhat changed:\n• ' +
      (changes.length ? changes.join('\n• ') : 'Everything was already current.') +
      '\n\nYour trades, notes, and cash moves were not touched.',
      ui.ButtonSet.OK);
  }
}

// Declarative: every formula the tool owns. Add a line here when one changes.
function applyOwnedFormulas_() {
  var out = [];
  var dash = SpreadsheetApp.getActive().getSheetByName(DASH);
  if (!dash) throw new Error('Could not find the "Dashboard" tab.');

  // Available to Withdraw Now = Total Realized - Already Withdrawn - Reinvested - Cushion.
  // Anchored by row label so it survives inserted rows; standard layout as fallback.
  var rTotal   = dashRowByLabel_(dash, 'Total Realized Income')     || 5;
  var rWithdr  = dashRowByLabel_(dash, 'Already Withdrawn')         || 6;
  var rCushion = dashRowByLabel_(dash, 'Cash Reserve Cushion')      || 7;
  var rAvail   = dashRowByLabel_(dash, 'Available to Withdraw Now') || 8;
  var fAvail = '=B' + rTotal + '-B' + rWithdr +
               '-SUMIF(\'' + LEDGER + '\'!$B:$B,"Reinvest",\'' + LEDGER + '\'!$C:$C)' +
               '-B' + rCushion;
  if (setFormulaIfDifferent_(dash.getRange(rAvail, 2), fAvail))
    out.push('Available to Withdraw now subtracts Reinvested cash (Reinvest fix).');

  // Annualized yield on capital (column D of the Total Realized Income row):
  // one blended figure = cumulative return (col C) annualized over the days
  // since the first trade, so a short, exceptional trade no longer over-inflates
  // the headline the way an average-of-monthly-rates did.
  var fAnn = '=IF(Settings!B10="","",C' + rTotal + '*365/MAX(1,TODAY()-Settings!B10))';
  if (setFormulaIfDifferent_(dash.getRange(rTotal, 4), fAnn))
    out.push('Annualized yield is now one blended figure — a short, exceptional trade no longer inflates it.');

  return out;
}

/* Declarative number formats the tool owns.
 *
 * The "Income by Month" block is a rolling 12-month window: each new month is
 * written into the next row down and the oldest scrolls off the top. Rows that
 * had never carried a number were left unformatted, so the first time real
 * figures landed in one, the yield columns rendered raw — 0.0108 where you
 * expect 1.08%. Formatting the whole block (not just the rows with data today)
 * fixes it for every month that lands there from now on.
 *
 * Columns are located by their header text rather than by letter, so this still
 * works if the layout ever shifts. Re-applied on every update, so it heals
 * itself; it only reports a change when it actually changed something. */
function applyOwnedFormats_() {
  var out = [];
  var dash = SpreadsheetApp.getActive().getSheetByName(DASH);
  if (!dash) return out;

  var hdr = dashRowByLabel_(dash, 'Income by Month');
  if (!hdr) return out;

  // Which columns in that header row are yields? (Monthly Yield, Monthly Yield
  // on Deployed, Ann. Yield (day-adj) — all of them say "Yield".)
  var lastCol = Math.min(dash.getLastColumn(), 26);
  if (lastCol < 1) return out;
  var head = dash.getRange(hdr, 1, 1, lastCol).getValues()[0];
  var cols = [];
  for (var c = 0; c < head.length; c++)
    if (/yield/i.test(String(head[c] || ''))) cols.push(c + 1);
  if (!cols.length) return out;

  // How deep does the block run? Walk down while column A still names a month.
  // Never fewer than 12 rows — that is the size of the rolling window, so the
  // rows that are empty today are the ones next month's numbers land in.
  var room = dash.getLastRow() - hdr;
  if (room < 1) return out;
  var scan = Math.min(room, 60);
  var labels = dash.getRange(hdr + 1, 1, scan, 1).getValues();
  var n = 0;
  while (n < scan && String(labels[n][0] || '').trim() !== '') n++;
  n = Math.max(n, Math.min(12, scan));
  if (n < 1) return out;

  var want = '0.00%', touched = false;
  for (var i = 0; i < cols.length; i++) {
    var rng = dash.getRange(hdr + 1, cols[i], n, 1);
    var fmts = rng.getNumberFormats(), needs = false;
    for (var r = 0; r < fmts.length; r++)
      if (fmts[r][0] !== want) { needs = true; break; }
    if (needs) { rng.setNumberFormat(want); touched = true; }
  }
  if (touched)
    out.push('Income by Month now shows its yield columns as percentages (1.08%) instead of decimals (0.0108) — including the rows future months will land in.');
  return out;
}

function dashRowByLabel_(sh, label) {
  var n = Math.min(sh.getLastRow(), 80);
  if (n < 1) return 0;
  var col = sh.getRange(1, 1, n, 1).getValues();
  var want = String(label).toLowerCase().trim();
  for (var i = 0; i < col.length; i++)
    if (String(col[i][0] || '').toLowerCase().trim() === want) return i + 1;
  return 0;
}
function setFormulaIfDifferent_(range, formula) {
  if (range.getFormula() === formula) return false;
  range.setFormula(formula);
  return true;
}

// Ordered one-time migrations for STRUCTURAL changes. Append; never edit history.
var MIGRATIONS = [
  { version: '1.5', run: function () {
      // Ensure the reference tab lists the covered-call buy-to-close type.
      var ss = SpreadsheetApp.getActive();
      var sh = ss.getSheetByName('Lists') || ss.getSheetByName('Trade Types');
      if (!sh) return '';
      var last = sh.getLastRow();
      var vals = last ? sh.getRange(1, 1, last, 1).getValues() : [];
      var has = vals.some(function (r) { return String(r[0] || '').trim().toLowerCase() === 'covered call btc'; });
      if (has) return '';
      sh.getRange(last + 1, 1).setValue('Covered Call BTC');
      return 'Added "Covered Call BTC" to your Lists tab (used when you close a covered call early).';
    } },
  { version: '1.8', run: function () {
      // Roll a Trade writes a buy-to-close row for the leg being replaced, so
      // both BTC type names must exist on the reference tab.
      var ss = SpreadsheetApp.getActive();
      var sh = ss.getSheetByName('Lists') || ss.getSheetByName('Trade Types');
      if (!sh) return '';
      var added = [];
      ['Short Put BTC', 'Covered Call BTC'].forEach(function (want) {
        var last = sh.getLastRow();
        var vals = last ? sh.getRange(1, 1, last, 1).getValues() : [];
        var has = vals.some(function (r) {
          return String(r[0] || '').trim().toLowerCase() === want.toLowerCase();
        });
        if (!has) { sh.getRange(last + 1, 1).setValue(want); added.push(want); }
      });
      return added.length
        ? 'Added ' + added.map(function (a) { return '"' + a + '"'; }).join(' and ') +
          ' to your Lists tab (used by Roll a Trade).'
        : '';
    } }
];
function runMigrations_() {
  var installed = getInstalledVersion_();
  var out = [];
  MIGRATIONS.forEach(function (m) {
    if (verLt_(installed, m.version)) {
      var did = m.run();
      if (did) out.push(did);
    }
  });
  return out;
}

/* ----------------------------------------------------------------- UI openers */
function showSellPutForm()    { open_(sellPutHtml_(),    410, 560, 'Sell a Put — new trade'); }
function showCoveredCallForm(){ open_(coveredCallHtml_(),420, 560, 'Sell a Covered Call'); }
function showRollForm()       { open_(rollHtml_(),       440, 640, 'Roll a Trade'); }
function showCloseForm()      { open_(closeHtml_(),      440, 560, 'Close a Position'); }
function showCashMoveForm()   { open_(cashMoveHtml_(),   410, 470, 'Record a Cash Move'); }
function open_(html, w, h, title) {
  SpreadsheetApp.getUi().showModalDialog(
    HtmlService.createHtmlOutput(html).setWidth(w).setHeight(h), title);
}

/* ------------------------------------------------------------ shared helpers */
function lastRowIn_(sh, col) {
  var n = sh.getMaxRows() - 1;
  var vals = sh.getRange(2, col, n, 1).getValues();
  var last = 1;
  for (var i = 0; i < vals.length; i++) if (vals[i][0] !== '' && vals[i][0] !== null) last = i + 2;
  return last;
}
function lastTradeRow_(sh) { return lastRowIn_(sh, C.type); }

/** Append a Trade Log row; copies per-row formats + formulas so it calculates. */
function appendTradeRow_(fields) {
  var sh = SpreadsheetApp.getActive().getSheetByName(TL);
  var src = Math.max(2, lastTradeRow_(sh));
  var target = lastTradeRow_(sh) + 1;
  sh.getRange(src, 1, 1, LASTCOL).copyTo(sh.getRange(target, 1, 1, LASTCOL), {formatOnly:true});
  FORMULA_COLS.forEach(function (c) { sh.getRange(src, c).copyTo(sh.getRange(target, c)); });
  Object.keys(fields).forEach(function (k) {
    if (fields[k] !== undefined && fields[k] !== null && fields[k] !== '')
      sh.getRange(target, C[k]).setValue(fields[k]);
  });
  SpreadsheetApp.flush();
  return target;
}

/** Append a row to the cash ledger (no per-row formulas there). */
function appendLedgerRow_(fields) {
  var sh = SpreadsheetApp.getActive().getSheetByName(LEDGER);
  var src = Math.max(2, lastRowIn_(sh, L.type));
  var target = lastRowIn_(sh, L.type) + 1;
  sh.getRange(src, 1, 1, L.note).copyTo(sh.getRange(target, 1, 1, L.note), {formatOnly:true});
  Object.keys(fields).forEach(function (k) {
    if (fields[k] !== undefined && fields[k] !== null && fields[k] !== '')
      sh.getRange(target, L[k]).setValue(fields[k]);
  });
  SpreadsheetApp.flush();
  return target;
}

/** Look up ticker/expiration/strike/qty for a cycle from its Short Put Sold row. */
function cycleInfo_(cycleId) {
  var sh = SpreadsheetApp.getActive().getSheetByName(TL);
  var n = lastTradeRow_(sh);
  if (n < 2) return {};
  var rows = sh.getRange(2, 1, n - 1, LASTCOL).getValues();
  for (var i = 0; i < rows.length; i++) {
    if (rows[i][C.cycle-1] === cycleId && rows[i][C.type-1] === 'Short Put Sold')
      return { ticker: rows[i][C.ticker-1], exp: rows[i][C.exp-1],
               strike: rows[i][C.strike-1], qty: rows[i][C.qty-1] };
  }
  return {};
}

/** GOOGLEFINANCE closing price for a ticker on a given date, via a scratch cell. */
function getCloseOnDate_(ticker, d) {
  var sh = SpreadsheetApp.getActive().getSheetByName(PT);
  var cell = sh.getRange(1, 30); // far-right scratch cell (AD1), cleared after
  var f = '=IFERROR(INDEX(GOOGLEFINANCE("' + ticker + '","close",DATE(' +
          d.getFullYear() + ',' + (d.getMonth()+1) + ',' + d.getDate() + ')),2,2),"")';
  cell.setFormula(f);
  SpreadsheetApp.flush();
  var v = cell.getValue();
  for (var t = 0; t < 6 && (v === '' || v === null); t++) { Utilities.sleep(700); SpreadsheetApp.flush(); v = cell.getValue(); }
  cell.clearContent();
  return (typeof v === 'number' && v > 0) ? v : null;
}

// Live/delayed quote via GOOGLEFINANCE — used to settle at the bell on
// expiration day itself, when the official daily close isn't posted yet.
function getLivePrice_(ticker) {
  var sh = SpreadsheetApp.getActive().getSheetByName(PT);
  var cell = sh.getRange(1, 30); // same AD1 scratch cell, cleared after
  cell.setFormula('=IFERROR(GOOGLEFINANCE("' + ticker + '","price"),"")');
  SpreadsheetApp.flush();
  var v = cell.getValue();
  for (var t = 0; t < 6 && (v === '' || v === null); t++) { Utilities.sleep(700); SpreadsheetApp.flush(); v = cell.getValue(); }
  cell.clearContent();
  return (typeof v === 'number' && v > 0) ? v : null;
}

/* ----------------------------------------------------------- list functions */
// Latest covered-call leg of a cycle (the working Rebound CALL).
function callInfo_(cycleId) {
  var sh = SpreadsheetApp.getActive().getSheetByName(TL);
  var n = lastTradeRow_(sh);
  if (n < 2) return {};
  var rows = sh.getRange(2, 1, n - 1, LASTCOL).getValues();
  var hit = {};
  for (var i = 0; i < rows.length; i++) {
    if (rows[i][C.cycle-1] === cycleId && rows[i][C.type-1] === 'Covered Call Sold')
      hit = { ticker: rows[i][C.ticker-1], exp: rows[i][C.exp-1],
              strike: rows[i][C.strike-1], qty: rows[i][C.qty-1] };
  }
  return hit;
}

// Find a trade-type name from the sheet's own Trade Types tab, so the rows we
// write always use the exact terminology this spreadsheet's formulas expect.
function findTradeType_(pred) {
  var names = ['Trade Types', 'Lists'];              // reference tab may carry either name
  for (var i = 0; i < names.length; i++) {
    var sh = SpreadsheetApp.getActive().getSheetByName(names[i]);
    if (!sh || sh.getLastRow() < 1) continue;
    var vals = sh.getRange(1, 1, sh.getLastRow(), Math.min(sh.getLastColumn(), 3)).getValues();
    for (var r = 0; r < vals.length; r++) for (var c = 0; c < vals[r].length; c++) {
      var v = String(vals[r][c] || '').trim();
      if (v && pred(v)) return v;
    }
  }
  return null;
}
function calledAwayType_() {
  return findTradeType_(function (v) { return /called\s*away/i.test(v); }) || 'Stock Sell / Called Away';
}
function callExpiredType_() {
  return findTradeType_(function (v) { return /call/i.test(v) && /expir/i.test(v) && !/put/i.test(v); }) || 'Covered Call Expired';
}

// Record the end of a covered-call leg.
function closeCallLeg_(cycleId, outcome, note) {
  var info = callInfo_(cycleId);
  if (!info.ticker) throw new Error('No covered call found for ' + cycleId + '.');
  if (outcome === 'called_away') {
    var t = calledAwayType_();
    if (!t) throw new Error('No "Called Away" trade type found on the Trade Types tab.');
    appendTradeRow_({ date: info.exp || new Date(), cycle: cycleId, ticker: info.ticker,
      type: t, exp: info.exp, strike: info.strike, qty: info.qty,
      note: note || 'Shares called away at $' + info.strike });
    return t;
  }
  if (outcome === 'call_expired') {
    var t2 = callExpiredType_();
    if (!t2) throw new Error('No "Covered Call Expired" trade type found on the Trade Types tab.');
    appendTradeRow_({ date: info.exp || new Date(), cycle: cycleId, ticker: info.ticker,
      type: t2, exp: info.exp,
      note: note || 'Call expired worthless - shares kept, premium kept, sell the next call' });
    return t2;
  }
  throw new Error('Unknown call outcome.');
}

function ptRowsByStatus_(status) {
  var sh = SpreadsheetApp.getActive().getSheetByName(PT);
  var n = sh.getLastRow();
  if (n < 2) return [];
  var rows = sh.getRange(2, 1, n - 1, P.strike).getValues();
  var out = [];
  for (var i = 0; i < rows.length; i++) {
    if (rows[i][P.cycle-1] === '' || rows[i][P.cycle-1] === null) continue;
    if (rows[i][P.status-1] !== status) continue;
    out.push(rows[i]);
  }
  return out;
}

// Open puts (for Close a Position)
function getOpenCycles() {
  var tz = SpreadsheetApp.getActive().getSpreadsheetTimeZone();
  return ptRowsByStatus_(OPEN_PUT).map(function (r) {
    var info = cycleInfo_(r[P.cycle-1]);
    var e = (info.exp instanceof Date) ? Utilities.formatDate(info.exp, tz, 'M/d/yy') : '';
    return { cycle: r[P.cycle-1],
      label: r[P.ticker-1] + ' · ' + r[P.qty-1] + '× $' + r[P.strike-1] + ' put' +
             (e ? ' · exp ' + e : '') + '  (' + r[P.status-1] + ')' };
  });
}

// Open puts AND open covered calls (for Close a Position). Each carries a
// `kind` so the form and closePosition know which leg is being closed.
function getCloseableCycles() {
  var tz = SpreadsheetApp.getActive().getSpreadsheetTimeZone();
  var out = ptRowsByStatus_(OPEN_PUT).map(function (r) {
    var info = cycleInfo_(r[P.cycle-1]);
    var e = (info.exp instanceof Date) ? Utilities.formatDate(info.exp, tz, 'M/d/yy') : '';
    return { cycle: r[P.cycle-1], kind: 'put',
      label: r[P.ticker-1] + ' · ' + r[P.qty-1] + '× $' + r[P.strike-1] + ' put' +
             (e ? ' · exp ' + e : '') + '  (Open Put)' };
  });
  ptRowsByStatus_(OPEN_CALL).forEach(function (r) {
    var info = callInfo_(r[P.cycle-1]);
    var strike = info.strike || r[P.strike-1];
    var qty = info.qty || r[P.qty-1];
    var e = (info.exp instanceof Date) ? Utilities.formatDate(info.exp, tz, 'M/d/yy') : '';
    out.push({ cycle: r[P.cycle-1], kind: 'call',
      label: r[P.ticker-1] + ' · ' + qty + '× $' + strike + ' call' +
             (e ? ' · exp ' + e : '') + '  (Open Call)' });
  });
  return out;
}

// Assigned cycles (for Sell a Covered Call)
function getAssignedCycles() {
  return ptRowsByStatus_(ASSIGNED).map(function (r) {
    return { cycle: r[P.cycle-1], ticker: r[P.ticker-1], qty: r[P.qty-1], strike: r[P.strike-1],
      label: r[P.ticker-1] + ' · ' + (r[P.qty-1]*100) + ' shares · cost basis $' + r[P.strike-1] };
  });
}

// Live balances (for Record a Cash Move).
// Finds each number by its LABEL in column H of the ledger tab, so the lookup
// survives rows being inserted/moved. Falls back to the fixed cells (I2:I4).
function getLiveBalances() {
  var sh = SpreadsheetApp.getActive().getSheetByName(LEDGER);
  var out = { cashFlow: null, basis: null, toTrade: null };
  var vals = sh.getRange(1, 8, 25, 2).getValues();   // H1:I25 — label | value
  for (var i = 0; i < vals.length; i++) {
    var label = String(vals[i][0] || '').toLowerCase();
    var v = vals[i][1];
    if (!label) continue;
    if (out.cashFlow === null && label.indexOf('withdraw') > -1 && label.indexOf('cash') > -1)
      out.cashFlow = Number(v) || 0;
    else if (out.basis === null && label.indexOf('basis') > -1)
      out.basis = Number(v) || 0;
    else if (out.toTrade === null && label.indexOf('trade') > -1)
      out.toTrade = Number(v) || 0;
  }
  if (out.cashFlow === null) out.cashFlow = Number(sh.getRange(BAL.cashFlow).getValue()) || 0;
  if (out.basis === null)    out.basis    = Number(sh.getRange(BAL.basis).getValue())    || 0;
  if (out.toTrade === null)  out.toTrade  = Number(sh.getRange(BAL.toTrade).getValue())  || 0;
  return out;
}

/* --------------------------------------------------------------- form actions */

// Make a Cycle ID unique within the Trade Log. The first of a given
// ticker/expiration/strike keeps the clean base; later duplicates get
// -2, -3, … appended so same-setup trades track as separate positions.
// (Forward-looking only — it never renames rows already in the log.)
function uniqueCycleId_(base) {
  base = String(base || '').trim();
  if (!base) return base;
  var sh = SpreadsheetApp.getActive().getSheetByName(TL);
  var n = lastTradeRow_(sh);
  var seen = {};
  if (n >= 2) {
    var ids = sh.getRange(2, C.cycle, n - 1, 1).getValues();
    for (var i = 0; i < ids.length; i++) {
      var v = String(ids[i][0] || '').trim();
      if (v) seen[v] = true;
    }
  }
  if (!seen[base]) return base;
  var k = 2;
  while (seen[base + '-' + k]) k++;
  return base + '-' + k;
}

// Sell a Put
function addSellPut(f) {
  var ticker = String(f.ticker||'').trim().toUpperCase();
  var strike = Number(f.strike), qty = Math.round(Number(f.contracts)),
      prem = Number(f.premium), fees = Number(f.fees||0);
  if (!ticker) throw new Error('Ticker is required.');
  if (!(strike > 0)) throw new Error('Strike must be positive.');
  if (!(qty > 0)) throw new Error('Contracts must be at least 1.');
  if (!(prem > 0)) throw new Error('Premium per share must be positive.');
  if (!f.expiration) throw new Error('Expiration date is required.');
  var cycleId = uniqueCycleId_(String(f.cycleId||'').trim() ||
                (ticker + '-' + String(f.expiration) + '-' + strike));
  var row = appendTradeRow_({
    date: f.tradeDate ? new Date(f.tradeDate + 'T00:00:00') : new Date(), cycle: cycleId, ticker: ticker, type: 'Short Put Sold',
    exp: new Date(f.expiration + 'T00:00:00'), strike: strike, qty: qty,
    prem: prem, fees: fees, wd: 'Yes', note: f.note ? String(f.note) : ''
  });
  return { ok:true, cycleId:cycleId, credit: qty*100*prem - fees, row: row };
}

// Sell a Covered Call (on an assigned cycle)
function addCoveredCall(f) {
  if (!f.cycle) throw new Error('Pick an assigned position.');
  var info = cycleInfo_(f.cycle);
  var strike = Number(f.strike), qty = Math.round(Number(f.contracts)),
      prem = Number(f.premium), fees = Number(f.fees||0);
  if (!(strike > 0)) throw new Error('Call strike must be positive.');
  if (!(qty > 0)) throw new Error('Contracts must be at least 1.');
  if (!(prem > 0)) throw new Error('Premium per share must be positive.');
  if (!f.expiration) throw new Error('Expiration date is required.');
  appendTradeRow_({
    date: f.tradeDate ? new Date(f.tradeDate + 'T00:00:00') : new Date(), cycle: f.cycle, ticker: info.ticker, type: 'Covered Call Sold',
    exp: new Date(f.expiration + 'T00:00:00'), strike: strike, qty: qty,
    prem: prem, fees: fees, wd: 'Yes', note: f.note ? String(f.note) : ''
  });
  return { ok:true, credit: qty*100*prem - fees, ticker: info.ticker };
}

// Close a Position.
//   PUT  p = { cycle, kind:'put'  (or omitted), outcome:'expired'|'assigned'|'btc', premium?, fees?, tradeDate?, note? }
//   CALL p = { cycle, kind:'call', outcome:'call_expired'|'called_away'|'call_btc', premium?, fees?, tradeDate?, note? }
// tradeDate (YYYY-MM-DD) overrides the default date; leave blank to use the
// option's expiration (expired/assigned/called-away) or today (bought-to-close).
function closePosition(p) {
  if (!p.cycle) throw new Error('Pick a position to close.');
  if (p.kind === 'call') return closeCallPosition_(p);
  var info = cycleInfo_(p.cycle);
  var today = new Date();
  var override = p.tradeDate ? new Date(p.tradeDate + 'T00:00:00') : null;
  var common = { cycle: p.cycle, ticker: info.ticker };
  if (p.outcome === 'expired') {
    appendTradeRow_(Object.assign({}, common, {
      date: override || info.exp || today, type: 'Short Put Expired', exp: info.exp,
      note: p.note || 'Expired worthless' }));
    return { ok:true, msg: info.ticker + ' ' + p.cycle + ' marked EXPIRED — collateral freed, premium kept.' };
  }
  if (p.outcome === 'assigned') {
    appendTradeRow_(Object.assign({}, common, {
      date: override || info.exp || today, type: 'Short Put Assigned', exp: info.exp,
      strike: info.strike, qty: info.qty,
      note: p.note || 'Assigned — now hold shares; sell covered calls next' }));
    return { ok:true, msg: info.ticker + ' ' + p.cycle + ' marked ASSIGNED — status becomes "Assigned Shares".' };
  }
  if (p.outcome === 'btc') {
    var prem = Number(p.premium), fees = Number(p.fees||0);
    if (!(prem >= 0)) throw new Error('Enter the buy-to-close debit (premium per share).');
    appendTradeRow_(Object.assign({}, common, {
      date: override || today, type: 'Short Put BTC', strike: info.strike, qty: info.qty,
      prem: prem, fees: fees, wd: 'Yes', note: p.note || 'Bought to close (early exit)' }));
    return { ok:true, msg: info.ticker + ' ' + p.cycle + ' bought to close.' };
  }
  throw new Error('Unknown outcome.');
}

// Trade-type name this sheet uses for a covered call bought back early.
function callBtcType_() {
  return findTradeType_(function (v) { return /covered\s*call/i.test(v) && /(btc|bought)/i.test(v); }) || 'Covered Call BTC';
}

// Close an OPEN COVERED CALL from the Close a Position form.
function closeCallPosition_(p) {
  var info = callInfo_(p.cycle);
  if (!info.ticker) throw new Error('No open covered call found for ' + p.cycle + '.');
  var today = new Date();
  var override = p.tradeDate ? new Date(p.tradeDate + 'T00:00:00') : null;
  var common = { cycle: p.cycle, ticker: info.ticker };
  if (p.outcome === 'call_expired') {
    appendTradeRow_(Object.assign({}, common, {
      date: override || info.exp || today, type: callExpiredType_(), exp: info.exp,
      note: p.note || 'Call expired worthless — shares kept, premium kept, sell the next call' }));
    return { ok:true, msg: info.ticker + ' ' + p.cycle + ' covered call EXPIRED — shares kept, back to Assigned Shares.' };
  }
  if (p.outcome === 'called_away') {
    appendTradeRow_(Object.assign({}, common, {
      date: override || info.exp || today, type: calledAwayType_(), exp: info.exp,
      strike: info.strike, qty: info.qty,
      note: p.note || ('Shares called away at $' + info.strike) }));
    return { ok:true, msg: info.ticker + ' ' + p.cycle + ' CALLED AWAY at $' + info.strike + ' — cycle closed, shares sold.' };
  }
  if (p.outcome === 'call_btc') {
    var prem = Number(p.premium), fees = Number(p.fees||0);
    if (!(prem >= 0)) throw new Error('Enter the buy-to-close debit (premium per share).');
    appendTradeRow_(Object.assign({}, common, {
      date: override || today, type: callBtcType_(), exp: info.exp,
      strike: info.strike, qty: info.qty,
      prem: prem, fees: fees, wd: 'Yes',
      note: p.note || 'Covered call bought to close (early exit)' }));
    return { ok:true, msg: info.ticker + ' ' + p.cycle + ' covered call bought to close — back to Assigned Shares.' };
  }
  throw new Error('Unknown call outcome.');
}

/* ========================================================================
 * ROLL A TRADE  (v1.8)
 * A roll extends a position instead of letting it expire or get called away.
 * The broker (Public: Trade > More > Roll Position; Schwab: Roll) executes it
 * as ONE spread order and shows ONE net credit — so that is the only number we
 * ask for. Underneath, what really happened is a close and a re-open, so that
 * is what we write to the log.
 *
 * Both rows carry the SAME Cycle ID. A roll is a continuation of the position
 * you already own, not a new one, so the cycle's cash flow keeps accruing in
 * one place. The closing row carries no premium; the whole net credit rides on
 * the new leg, which makes recorded cash flow match the brokerage account
 * exactly.
 * ---------------------------------------------------------------------- */

function fmtDate_(d) {
  if (!(d instanceof Date)) return '';
  var tz = SpreadsheetApp.getActive().getSpreadsheetTimeZone();
  return Utilities.formatDate(d, tz, 'M/d/yy');
}
function daysBetween_(a, b) {
  if (!(a instanceof Date) || !(b instanceof Date)) return 0;
  return Math.round((b - a) / 864e5);
}

// Every OPEN put and covered call, with the detail the roll form needs to
// prefill itself and work out the extra days.
function getRollableCycles() {
  var out = [];
  ptRowsByStatus_(OPEN_PUT).forEach(function (r) {
    var info = cycleInfo_(r[P.cycle-1]);
    var e = fmtDate_(info.exp);
    out.push({ cycle: r[P.cycle-1], kind: 'put', ticker: r[P.ticker-1],
      strike: info.strike || r[P.strike-1], qty: info.qty || r[P.qty-1],
      exp: (info.exp instanceof Date) ? Utilities.formatDate(info.exp,
            SpreadsheetApp.getActive().getSpreadsheetTimeZone(), 'yyyy-MM-dd') : '',
      label: r[P.ticker-1] + ' · ' + (info.qty || r[P.qty-1]) + '× $' +
             (info.strike || r[P.strike-1]) + ' PUT' + (e ? ' · exp ' + e : '') });
  });
  ptRowsByStatus_(OPEN_CALL).forEach(function (r) {
    var info = callInfo_(r[P.cycle-1]);
    var e = fmtDate_(info.exp);
    out.push({ cycle: r[P.cycle-1], kind: 'call', ticker: r[P.ticker-1],
      strike: info.strike || r[P.strike-1], qty: info.qty || r[P.qty-1],
      exp: (info.exp instanceof Date) ? Utilities.formatDate(info.exp,
            SpreadsheetApp.getActive().getSpreadsheetTimeZone(), 'yyyy-MM-dd') : '',
      label: r[P.ticker-1] + ' · ' + (info.qty || r[P.qty-1]) + '× $' +
             (info.strike || r[P.strike-1]) + ' CALL' + (e ? ' · exp ' + e : '') });
  });
  return out;
}

// f = { cycle, kind:'put'|'call', expiration, strike, contracts, credit, fees?, tradeDate?, note? }
function rollPosition(f) {
  if (!f.cycle) throw new Error('Pick a position to roll.');
  var kind = (f.kind === 'call') ? 'call' : 'put';
  var info = (kind === 'call') ? callInfo_(f.cycle) : cycleInfo_(f.cycle);
  if (!info.ticker)
    throw new Error('Could not find an open ' + (kind === 'call' ? 'covered CALL' : 'PUT') +
                    ' for ' + f.cycle + '.');

  var newStrike = Number(f.strike),
      qty       = Math.round(Number(f.contracts)),
      credit    = Number(f.credit),
      fees      = Number(f.fees || 0);
  if (!(newStrike > 0)) throw new Error('New strike must be positive.');
  if (!(qty > 0))       throw new Error('Contracts must be at least 1.');
  if (!(credit > 0))    throw new Error('Enter the net credit per share from your broker’s roll screen. A roll should always pay you.');
  if (!f.expiration)    throw new Error('New expiration is required.');

  var newExp = new Date(f.expiration + 'T00:00:00');
  if (info.exp instanceof Date && newExp <= info.exp)
    throw new Error('The new expiration must be AFTER the current one (' + fmtDate_(info.exp) +
                    '). A roll always moves further out in time.');

  var when     = f.tradeDate ? new Date(f.tradeDate + 'T00:00:00') : new Date();
  var oldLabel = '$' + info.strike + ' exp ' + fmtDate_(info.exp);
  var newLabel = '$' + newStrike + ' exp ' + fmtDate_(newExp);
  var oldQty   = info.qty || qty;

  // Leg 1 — close the contract being replaced. No premium here on purpose: the
  // broker quoted one net figure for the whole roll and it rides on leg 2, so
  // the log totals match the cash that actually hit the account.
  appendTradeRow_({
    date: when, cycle: f.cycle, ticker: info.ticker,
    type: (kind === 'call') ? callBtcType_() : 'Short Put BTC',
    exp: info.exp, strike: info.strike, qty: oldQty,
    prem: 0, fees: 0, wd: 'Yes',
    note: 'ROLL — closed ' + oldLabel + ', rolled to ' + newLabel +
          ' (net credit recorded on the new leg)'
  });

  // Leg 2 — open the replacement on the SAME cycle. Carries the net credit.
  appendTradeRow_({
    date: when, cycle: f.cycle, ticker: info.ticker,
    type: (kind === 'call') ? 'Covered Call Sold' : 'Short Put Sold',
    exp: newExp, strike: newStrike, qty: qty,
    prem: credit, fees: fees, wd: 'Yes',
    note: f.note || ('ROLL — rolled from ' + oldLabel + ' for a net credit')
  });

  var cash = qty * 100 * credit - fees;
  var days = daysBetween_(info.exp, newExp);
  var ann  = (days > 0 && newStrike > 0)
           ? (cash / (newStrike * 100 * qty)) * 365 / days * 100 : 0;

  return { ok: true, ticker: info.ticker, kind: kind, credit: cash, days: days, ann: ann,
    msg: info.ticker + ' rolled ' + oldLabel + ' → ' + newLabel + ' for $' +
         cash.toFixed(2) + ' net credit (' + days + ' extra days, about ' +
         ann.toFixed(0) + '% annualized on those days).' };
}

// Record a Cash Move: f = { type, amount, note }
function addCashMove(f) {
  var type = String(f.type||'').trim();
  var amount = Number(f.amount);
  var valid = ['Withdraw Cash Flow','Withdraw Capital','Add Capital','Reinvest'];
  if (valid.indexOf(type) < 0) throw new Error('Pick a type.');
  if (!(amount > 0)) throw new Error('Enter an amount greater than zero.');
  var bal = getLiveBalances();
  if ((type === 'Withdraw Cash Flow' || type === 'Reinvest') && amount > bal.cashFlow + 0.005)
    throw new Error('Only $' + bal.cashFlow.toFixed(2) + ' of cash flow is available to ' +
      (type === 'Reinvest' ? 'reinvest' : 'withdraw') + '.');
  if (type === 'Withdraw Capital' && amount > bal.toTrade + 0.005)
    throw new Error('Only $' + bal.toTrade.toFixed(2) + ' of un-committed capital is available to withdraw.');
  appendLedgerRow_({ date: f.tradeDate ? new Date(f.tradeDate + 'T00:00:00') : new Date(), type: type, amount: amount, note: f.note ? String(f.note) : '' });
  return { ok:true, type: type, amount: amount, bal: getLiveBalances() };
}

// Auto-settle EXPIRED OPTIONS - both legs of the wheel. Runs on expiration day
// itself once past the 4:05pm ET bell (live quote, 1% clearance band; anything
// closer waits for the official close next day), and on any later day off the
// official close. Open Puts: expired vs assigned. Open Calls: call expired vs
// called away.
function checkExpirations() {
  var now = new Date();
  var today = new Date(); today.setHours(0,0,0,0);
  var etMinutes = Number(Utilities.formatDate(now, 'America/New_York', 'HH')) * 60 +
                  Number(Utilities.formatDate(now, 'America/New_York', 'mm'));
  var afterBell = etMinutes >= (16 * 60 + 5);   // 4:05pm ET, a small buffer past the close
  var BAND = 0.01;                              // 1% clearance required for same-day settles
  var done = [];

  function settle(kind, cyc, info) {            // kind: 'put' | 'call'
    if (!(info.exp instanceof Date)) return;
    var exp = new Date(info.exp); exp.setHours(0,0,0,0);
    if (exp.getTime() > today.getTime()) return;                 // not expired yet
    var sameDay = exp.getTime() === today.getTime();
    if (sameDay && !afterBell) {
      done.push(info.ticker + ': expires today - check back after the 4pm ET bell'); return;
    }
    var px = sameDay ? getLivePrice_(info.ticker) : getCloseOnDate_(info.ticker, info.exp);
    if (px === null) { done.push(info.ticker + ': price unavailable (left for you)'); return; }
    var hi = sameDay ? info.strike * (1 + BAND) : info.strike;
    var lo = sameDay ? info.strike * (1 - BAND) : info.strike;
    var tag = sameDay ? ' at the bell' : '';
    var noteTag = sameDay ? 'Auto (at the bell): ' : 'Auto: ';
    if (px >= hi) {
      if (kind === 'put') {
        closePosition({ cycle: cyc, outcome: 'expired',
          note: noteTag + '$' + px.toFixed(2) + ' above strike $' + info.strike + ' -> expired' });
        done.push(info.ticker + ' PUT EXPIRED' + tag + ' ($' + px.toFixed(2) + ') - collateral freed, premium kept');
      } else {
        closeCallLeg_(cyc, 'called_away',
          noteTag + '$' + px.toFixed(2) + ' above strike $' + info.strike + ' -> called away');
        done.push(info.ticker + ' CALLED AWAY' + tag + ' ($' + px.toFixed(2) + ') - shares sold at $' + info.strike);
      }
    } else if (px <= lo) {
      if (kind === 'put') {
        closePosition({ cycle: cyc, outcome: 'assigned',
          note: noteTag + '$' + px.toFixed(2) + ' below strike $' + info.strike + ' -> assigned' });
        done.push(info.ticker + ' ASSIGNED' + tag + ' ($' + px.toFixed(2) + ') - you own shares at $' + info.strike);
      } else {
        closeCallLeg_(cyc, 'call_expired',
          noteTag + '$' + px.toFixed(2) + ' below strike $' + info.strike + ' -> call expired');
        done.push(info.ticker + ' CALL EXPIRED' + tag + ' ($' + px.toFixed(2) + ') - shares kept, sell the next call');
      }
    } else {
      done.push(info.ticker + ': $' + px.toFixed(2) + ' is within 1% of the $' + info.strike +
                ' strike - too close to call at the bell. Run this again tomorrow for the official close.');
    }
  }

  var puts = ptRowsByStatus_(OPEN_PUT);
  for (var i = 0; i < puts.length; i++) {
    var cycP = puts[i][P.cycle-1];
    try { settle('put', cycP, cycleInfo_(cycP)); }
    catch (e) { done.push(cycP + ': ' + e.message); }
  }
  var calls = ptRowsByStatus_(OPEN_CALL);
  for (var j = 0; j < calls.length; j++) {
    var cycC = calls[j][P.cycle-1];
    try { settle('call', cycC, callInfo_(cycC)); }
    catch (e) { done.push(cycC + ': ' + e.message); }
  }

  var ui = SpreadsheetApp.getUi();
  ui.alert('Expiration check', done.length ? done.join('\n') : 'No expired options to settle right now.', ui.ButtonSet.OK);
}


/* --------------------------------------------------------------------- HTML */
function baseCss_() {
  return '<style>*{box-sizing:border-box}body{font-family:-apple-system,Segoe UI,Roboto,Arial,sans-serif;color:#1f2d3d;margin:0;padding:16px}'
    + 'h2{margin:0 0 2px;font-size:17px}.sub{color:#5f6b7a;font-size:12px;margin-bottom:14px}'
    + 'label{display:block;font-size:12px;font-weight:600;margin:10px 0 4px}'
    + 'input,select,textarea{width:100%;padding:8px 10px;border:1px solid #d9e0e7;border-radius:8px;font-size:14px}'
    + 'input:focus,select:focus{outline:none;border-color:#1a73e8}.row{display:flex;gap:10px}.row>div{flex:1}'
    + '.hint{font-size:11px;color:#8a96a3;margin-top:3px}'
    + '.credit{margin:14px 0 4px;padding:10px 12px;background:#f6f8fa;border-radius:8px;font-size:13px}.credit b{color:#188038;font-size:15px}'
    + 'button{width:100%;margin-top:14px;padding:11px;border:0;border-radius:9px;background:#1a73e8;color:#fff;font-size:15px;font-weight:600;cursor:pointer}button:disabled{opacity:.5}'
    + '.seg{display:flex;gap:8px;margin-top:6px}.seg label{flex:1;margin:0;text-align:center;border:1px solid #d9e0e7;border-radius:8px;padding:9px 4px;font-weight:600;cursor:pointer;font-size:13px}'
    + '.seg input{display:none}.seg label:has(input:checked){border-color:#1a73e8;background:#e8f0fe;color:#1a73e8}'
    + '.msg{margin-top:12px;font-size:13px;padding:10px 12px;border-radius:8px;display:none}.msg.ok{background:#e6f4ea;color:#188038;display:block}.msg.err{background:#fce8e6;color:#c5221f;display:block}'
    + '.ovl{position:fixed;inset:0;background:#fff;display:none;flex-direction:column;justify-content:center;padding:24px;z-index:9}.ovl.show{display:flex}'
    + '.ovl .big{font-size:16px;font-weight:700;margin-bottom:6px}.ovl .big.ok{color:#188038}.ovl .big.bad{color:#c5221f}'
    + '.ovl .detail{font-size:13px;color:#5f6b7a;margin-bottom:18px;line-height:1.45}'
    + '.row2{display:flex;gap:10px}.row2 button{margin-top:0}button.ghost{background:#fff;color:#1a73e8;border:1px solid #d9e0e7}</style>';
}

/** Full-screen confirm/error panel shared by all dialogs. */
function ovlHtml_(yesLabel) {
  return '<div id="ovl" class="ovl"><div class="big" id="ovlT"></div><div class="detail" id="ovlD"></div>'
    + '<div class="row2" id="ovlYN"><button onclick="again()">' + yesLabel + '</button>'
    + '<button class="ghost" onclick="google.script.host.close()">No — close</button></div>'
    + '<div class="row2" id="ovlOK" style="display:none"><button onclick="document.getElementById(\'ovl\').className=\'ovl\'">OK</button></div></div>';
}
function ovlJs_() {
  return 'function done(t,d){var T=document.getElementById("ovlT");T.className="big ok";T.textContent=t;'
    + 'document.getElementById("ovlD").textContent=d;document.getElementById("ovlYN").style.display="flex";'
    + 'document.getElementById("ovlOK").style.display="none";document.getElementById("ovl").className="ovl show";}'
    + 'function oops(d){var T=document.getElementById("ovlT");T.className="big bad";T.textContent="\\u26a0 That didn\\u2019t go through";'
    + 'document.getElementById("ovlD").textContent=d;document.getElementById("ovlYN").style.display="none";'
    + 'document.getElementById("ovlOK").style.display="flex";document.getElementById("ovl").className="ovl show";}';
}

function sellPutHtml_() {
  return '<!DOCTYPE html><html><head><base target="_top">' + baseCss_() + '</head><body>'
  + '<h2>Sell a Put</h2><div class="sub">Opens a new wheel cycle. The Cycle ID is created for you.</div>'
  + '<div class="row"><div><label>Ticker</label><input id="ticker" placeholder="DG" autocomplete="off" oninput="cyc();calc()"></div>'
  + '<div><label>Contracts</label><input id="contracts" type="number" min="1" step="1" value="1" oninput="calc()"></div></div>'
  + '<div class="row"><div><label>Strike ($)</label><input id="strike" type="number" min="0" step="0.5" placeholder="105" oninput="cyc();calc()"></div>'
  + '<div><label>Premium / share ($)</label><input id="premium" type="number" min="0" step="0.01" placeholder="6.00" oninput="calc()"></div></div>'
  + '<div class="row"><div><label>Expiration</label><input id="expiration" type="date" onchange="cyc();calc()"></div>'
  + '<div><label>Fees ($)</label><input id="fees" type="number" min="0" step="0.01" placeholder="0.69" oninput="calc()"></div></div>'
  + '<label>Trade Date</label><input id="tradeDate" type="date"><div class="hint">Defaults to today. Change it if you are logging a trade from an earlier day.</div>'
  + '<label>Cycle ID</label><input id="cycleId" placeholder="auto"><div class="hint">Auto = TICKER-EXPIRATION-STRIKE. Edit only if you want.</div>'
  + '<label>Note (optional)</label><input id="note" placeholder="e.g. Dollar General play">'
  + '<div class="credit">Estimated credit: <b id="credit">$0.00</b><span class="hint" id="annu"></span></div>'
  + '<button id="go" onclick="submit()">Add trade to log</button><div id="msg" class="msg"></div>'
  + ovlHtml_('Yes — log another')
  + '<script>' + ovlJs_()
  + 'var ct=false;(function(){var d=new Date();d.setDate(d.getDate()+30);document.getElementById("expiration").value=d.toISOString().slice(0,10);var n=new Date();n.setMinutes(n.getMinutes()-n.getTimezoneOffset());document.getElementById("tradeDate").value=n.toISOString().slice(0,10);})();'
  + 'document.getElementById("cycleId").addEventListener("input",function(){ct=true;});'
  + 'function cyc(){if(ct)return;var t=(document.getElementById("ticker").value||"").trim().toUpperCase();var e=document.getElementById("expiration").value;var s=document.getElementById("strike").value;document.getElementById("cycleId").value=(t&&e)?(t+"-"+e+(s?("-"+s):"")):"";}'
  + 'function calc(){var c=+document.getElementById("contracts").value||0,p=+document.getElementById("premium").value||0,f=+document.getElementById("fees").value||0,s=+document.getElementById("strike").value||0;'
  + 'var cr=c*100*p-f;document.getElementById("credit").textContent="$"+cr.toLocaleString(undefined,{minimumFractionDigits:2,maximumFractionDigits:2});'
  + 'var e=document.getElementById("expiration").value,a="";if(cr>0&&s>0&&c>0&&e){var dte=Math.max(1,Math.round((new Date(e+"T00:00:00")-new Date())/864e5));var roi=cr/(s*c*100);a="  ·  ROI "+(roi*100).toFixed(2)+"%  ·  annualized "+(roi*365/dte*100).toFixed(1)+"%";}document.getElementById("annu").textContent=a;}calc();'
  + 'function M(t,c){var m=document.getElementById("msg");m.textContent=t;m.className="msg "+c;}'
  + 'function submit(){var d={ticker:ticker.value,strike:strike.value,expiration:expiration.value,tradeDate:tradeDate.value,contracts:contracts.value,premium:premium.value,fees:fees.value,cycleId:cycleId.value,note:note.value};'
  + 'if(!d.ticker||!d.strike||!d.premium||!d.expiration){oops("Fill in ticker, strike, premium and expiration.");return;}'
  + 'go.disabled=true;go.textContent="Adding…";google.script.run.withSuccessHandler(function(r){go.disabled=false;go.textContent="Add trade to log";done("\\u2713 Trade added","Added "+r.cycleId+" — credit $"+r.credit.toLocaleString(undefined,{minimumFractionDigits:2,maximumFractionDigits:2})+". Log another trade?");})'
  + '.withFailureHandler(function(e){oops(e.message);go.disabled=false;go.textContent="Add trade to log";}).addSellPut(d);}'
  + 'function again(){document.getElementById("ovl").className="ovl";["ticker","strike","premium","note"].forEach(function(i){document.getElementById(i).value="";});ct=false;cyc();calc();ticker.focus();}'
  + '<\/script></body></html>';
}

function coveredCallHtml_() {
  return '<!DOCTYPE html><html><head><base target="_top">' + baseCss_() + '</head><body>'
  + '<h2>Sell a Covered Call</h2><div class="sub">On shares you were assigned. Reuses the same cycle.</div>'
  + '<label>Which assigned position?</label><select id="cycle" onchange="prefill()"><option value="">Loading…</option></select>'
  + '<div class="row"><div><label>Call strike ($)</label><input id="strike" type="number" min="0" step="0.5" oninput="calc()"></div>'
  + '<div><label>Contracts</label><input id="contracts" type="number" min="1" step="1" value="1" oninput="calc()"></div></div>'
  + '<div class="row"><div><label>Expiration</label><input id="expiration" type="date"></div>'
  + '<div><label>Premium / share ($)</label><input id="premium" type="number" min="0" step="0.01" placeholder="1.50" oninput="calc()"></div></div>'
  + '<label>Fees ($)</label><input id="fees" type="number" min="0" step="0.01" placeholder="0.69" oninput="calc()">'
  + '<label>Trade Date</label><input id="tradeDate" type="date"><div class="hint">Defaults to today. Change it if you traded on an earlier day.</div>'
  + '<label>Note (optional)</label><input id="note" placeholder="e.g. covered call at cost basis">'
  + '<div class="credit">Estimated credit: <b id="credit">$0.00</b></div>'
  + '<button id="go" onclick="submit()">Add covered call</button><div id="msg" class="msg"></div>'
  + ovlHtml_('Yes — add another')
  + '<script>' + ovlJs_()
  + 'var META={};(function(){var d=new Date();d.setDate(d.getDate()+30);document.getElementById("expiration").value=d.toISOString().slice(0,10);var n=new Date();n.setMinutes(n.getMinutes()-n.getTimezoneOffset());document.getElementById("tradeDate").value=n.toISOString().slice(0,10);})();'
  + 'google.script.run.withSuccessHandler(function(list){var s=document.getElementById("cycle");if(!list.length){s.innerHTML="<option value=\\"\\">No assigned positions</option>";return;}s.innerHTML=list.map(function(x){META[x.cycle]=x;return "<option value=\\""+x.cycle+"\\">"+x.label+"</option>";}).join("");prefill();}).withFailureHandler(function(e){document.getElementById("cycle").innerHTML="<option>"+e.message+"</option>";}).getAssignedCycles();'
  + 'function prefill(){var x=META[document.getElementById("cycle").value];if(!x)return;document.getElementById("strike").value=x.strike;document.getElementById("contracts").value=x.qty;calc();}'
  + 'function calc(){var c=+document.getElementById("contracts").value||0,p=+document.getElementById("premium").value||0,f=+document.getElementById("fees").value||0;var cr=c*100*p-f;document.getElementById("credit").textContent="$"+cr.toLocaleString(undefined,{minimumFractionDigits:2,maximumFractionDigits:2});}calc();'
  + 'function M(t,c){var m=document.getElementById("msg");m.textContent=t;m.className="msg "+c;}'
  + 'function submit(){var d={cycle:cycle.value,strike:strike.value,contracts:contracts.value,expiration:expiration.value,tradeDate:tradeDate.value,premium:premium.value,fees:fees.value,note:note.value};'
  + 'if(!d.cycle||!d.strike||!d.premium||!d.expiration){oops("Pick a position and fill strike, premium, expiration.");return;}'
  + 'go.disabled=true;go.textContent="Adding…";google.script.run.withSuccessHandler(function(r){go.disabled=false;go.textContent="Add covered call";done("\\u2713 Covered call added","Added covered call on "+r.ticker+" — credit $"+r.credit.toLocaleString(undefined,{minimumFractionDigits:2,maximumFractionDigits:2})+". Add another covered call?");})'
  + '.withFailureHandler(function(e){oops(e.message);go.disabled=false;go.textContent="Add covered call";}).addCoveredCall(d);}'
  + 'function again(){document.getElementById("ovl").className="ovl";premium.value="";note.value="";calc();}'
  + '<\/script></body></html>';
}

function closeHtml_() {
  return '<!DOCTYPE html><html><head><base target="_top">' + baseCss_() + '</head><body>'
  + '<h2>Close a Position</h2><div class="sub">Pick an open put or covered call — no Cycle ID hunting.</div>'
  + '<label>Which position?</label><select id="cycle" onchange="pick()"><option value="">Loading your open positions…</option></select>'
  + '<label>What happened?</label><div class="seg">'
  + '<label><input type="radio" name="o" value="expired" checked onchange="upd()"><span id="lblExp">Expired worthless</span></label>'
  + '<label><input type="radio" name="o" value="mid" onchange="upd()"><span id="lblMid">Assigned</span></label>'
  + '<label><input type="radio" name="o" value="btc" onchange="upd()"><span>Bought to close</span></label></div>'
  + '<div id="btcbox" style="display:none"><div class="row"><div><label>Buy-back premium / share ($)</label><input id="premium" type="number" min="0" step="0.01" placeholder="0.10"></div>'
  + '<div><label>Fees ($)</label><input id="fees" type="number" min="0" step="0.01" placeholder="0.69"></div></div></div>'
  + '<label>Trade / close date</label><input id="tradeDate" type="date"><div class="hint">Leave blank to use the option\'s expiration date (or today for a buy-to-close). Set a date to backfill a past close.</div>'
  + '<div class="hint" id="explain" style="margin-top:10px"></div>'
  + '<button id="go" onclick="submit()">Record it</button><div id="msg" class="msg"></div>'
  + ovlHtml_('Yes — close another')
  + '<script>' + ovlJs_()
  + 'var META={},KIND="put";'
  + 'function fill(list){var s=document.getElementById("cycle");META={};if(!list.length){s.innerHTML="<option value=\\"\\">No open positions left</option>";pick();return;}s.innerHTML=list.map(function(x){META[x.cycle]=x;return "<option value=\\""+x.cycle+"\\">"+x.label+"</option>";}).join("");pick();}'
  + 'google.script.run.withSuccessHandler(fill).withFailureHandler(function(e){document.getElementById("cycle").innerHTML="<option>"+e.message+"</option>";}).getCloseableCycles();'
  + 'function pick(){var x=META[document.getElementById("cycle").value];KIND=(x&&x.kind)?x.kind:"put";document.getElementById("lblMid").textContent=(KIND==="call")?"Called away":"Assigned";upd();}'
  + 'function out(){return document.querySelector("input[name=o]:checked").value;}'
  + 'function upd(){var o=out();document.getElementById("btcbox").style.display=o==="btc"?"block":"none";'
  + 'var tp={expired:"Keeps the premium, frees the collateral, closes the cycle.",mid:"You now hold the shares; status becomes Assigned Shares so you can sell covered calls.",btc:"Records the buy-back debit (your early exit); collateral freed."};'
  + 'var tc={expired:"Call expires worthless — you keep the shares and the premium; sell the next call.",mid:"Shares called away at the strike — the cycle closes.",btc:"Buy the call back early — you keep the shares; back to Assigned Shares."};'
  + 'document.getElementById("explain").textContent=(KIND==="call"?tc:tp)[o];}'
  + 'function M(t,c){var m=document.getElementById("msg");m.textContent=t;m.className="msg "+c;}'
  + 'function submit(){var cyc=document.getElementById("cycle").value;if(!cyc){oops("Pick a position.");return;}'
  + 'var rv=out();var oc=(KIND==="call")?{expired:"call_expired",mid:"called_away",btc:"call_btc"}[rv]:{expired:"expired",mid:"assigned",btc:"btc"}[rv];'
  + 'var p={cycle:cyc,kind:KIND,outcome:oc,tradeDate:document.getElementById("tradeDate").value};if(rv==="btc"){p.premium=document.getElementById("premium").value;p.fees=document.getElementById("fees").value;}'
  + 'go.disabled=true;go.textContent="Recording…";google.script.run.withSuccessHandler(function(r){go.disabled=false;go.textContent="Record it";google.script.run.withSuccessHandler(fill).getCloseableCycles();done("\\u2713 Position closed",r.msg+" Close another position?");})'
  + '.withFailureHandler(function(e){oops(e.message);go.disabled=false;go.textContent="Record it";}).closePosition(p);}'
  + 'function again(){document.getElementById("ovl").className="ovl";}'
  + '<\/script></body></html>';
}

function rollHtml_() {
  return '<!DOCTYPE html><html><head><base target="_top">' + baseCss_() + '</head><body>'
  + '<h2>Roll a Trade</h2><div class="sub">Extend a position instead of letting it go. Enter the one net credit your broker shows you.</div>'
  + '<label>Which position?</label><select id="cycle" onchange="pick()"><option value="">Loading your open positions…</option></select>'
  + '<div class="hint" id="cur"></div>'
  + '<div class="row"><div><label>New expiration</label><input id="expiration" type="date" onchange="calc()"></div>'
  + '<div><label>New strike ($)</label><input id="strike" type="number" min="0" step="0.5" oninput="calc()"></div></div>'
  + '<div class="hint">Same strike is the normal roll. Changing it is a roll up or down.</div>'
  + '<div class="row"><div><label>Net credit / share ($)</label><input id="credit" type="number" min="0" step="0.01" placeholder="1.40" oninput="calc()"></div>'
  + '<div><label>Contracts</label><input id="contracts" type="number" min="1" step="1" value="1" oninput="calc()"></div></div>'
  + '<div class="hint">In Public: tap the position \u2192 <b>Trade</b> \u2192 <b>More</b> \u2192 <b>Roll Position</b>. The credit it quotes you is this number.</div>'
  + '<label>Fees ($)</label><input id="fees" type="number" min="0" step="0.01" placeholder="1.38">'
  + '<label>Trade date</label><input id="tradeDate" type="date"><div class="hint">Defaults to today.</div>'
  + '<label>Note (optional)</label><input id="note" placeholder="e.g. premium too rich to let it get called away">'
  + '<div class="credit">Net cash flow: <b id="cash">$0.00</b><span class="hint" id="annu"></span></div>'
  + '<button id="go" onclick="submit()">Record the roll</button><div id="msg" class="msg"></div>'
  + ovlHtml_('Yes — roll another')
  + '<script>' + ovlJs_()
  + 'var META={},KIND="put",CUR=null;'
  + '(function(){var n=new Date();n.setMinutes(n.getMinutes()-n.getTimezoneOffset());document.getElementById("tradeDate").value=n.toISOString().slice(0,10);})();'
  + 'function fill(list){var s=document.getElementById("cycle");META={};if(!list.length){s.innerHTML="<option value=\\"\\">No open positions to roll</option>";return;}'
  + 's.innerHTML=list.map(function(x){META[x.cycle]=x;return "<option value=\\""+x.cycle+"\\">"+x.label+"</option>";}).join("");pick();}'
  + 'google.script.run.withSuccessHandler(fill).withFailureHandler(function(e){document.getElementById("cycle").innerHTML="<option>"+e.message+"</option>";}).getRollableCycles();'
  + 'function pick(){var x=META[document.getElementById("cycle").value];if(!x)return;CUR=x;KIND=x.kind;'
  + 'document.getElementById("strike").value=x.strike;document.getElementById("contracts").value=x.qty;'
  + 'document.getElementById("cur").innerHTML="Rolling a "+(KIND==="call"?"covered CALL":"cash-secured PUT")+" \\u00b7 currently $"+x.strike+" expiring "+(x.exp||"?");'
  + 'if(x.exp){var d=new Date(x.exp+"T00:00:00");d.setDate(d.getDate()+7);document.getElementById("expiration").value=d.toISOString().slice(0,10);}calc();}'
  + 'function calc(){var c=+document.getElementById("contracts").value||0,p=+document.getElementById("credit").value||0,'
  + 'f=+document.getElementById("fees").value||0,s=+document.getElementById("strike").value||0;'
  + 'var cash=c*100*p-f;document.getElementById("cash").textContent="$"+cash.toLocaleString(undefined,{minimumFractionDigits:2,maximumFractionDigits:2});'
  + 'var a="",ne=document.getElementById("expiration").value;'
  + 'if(cash>0&&s>0&&c>0&&ne&&CUR&&CUR.exp){var d=Math.round((new Date(ne+"T00:00:00")-new Date(CUR.exp+"T00:00:00"))/864e5);'
  + 'if(d>0){var roi=cash/(s*100*c);a="  \\u00b7  "+d+" extra days  \\u00b7  "+(roi*365/d*100).toFixed(0)+"% annualized on those days";}'
  + 'else{a="  \\u00b7  \\u26a0 new expiration must be later than the current one";}}'
  + 'document.getElementById("annu").textContent=a;}calc();'
  + 'function submit(){var d={cycle:document.getElementById("cycle").value,kind:KIND,expiration:document.getElementById("expiration").value,'
  + 'strike:document.getElementById("strike").value,contracts:document.getElementById("contracts").value,'
  + 'credit:document.getElementById("credit").value,fees:document.getElementById("fees").value,'
  + 'tradeDate:document.getElementById("tradeDate").value,note:document.getElementById("note").value};'
  + 'if(!d.cycle){oops("Pick a position to roll.");return;}'
  + 'if(!d.expiration||!d.strike||!d.credit){oops("Fill in the new expiration, the new strike, and the net credit.");return;}'
  + 'go.disabled=true;go.textContent="Recording…";'
  + 'google.script.run.withSuccessHandler(function(r){go.disabled=false;go.textContent="Record the roll";'
  + 'google.script.run.withSuccessHandler(fill).getRollableCycles();'
  + 'done("\\u2713 Roll recorded",r.msg+" Roll another position?");})'
  + '.withFailureHandler(function(e){oops(e.message);go.disabled=false;go.textContent="Record the roll";}).rollPosition(d);}'
  + 'function again(){document.getElementById("ovl").className="ovl";document.getElementById("credit").value="";document.getElementById("note").value="";calc();}'
  + '<\/script></body></html>';
}

function cashMoveHtml_() {
  return '<!DOCTYPE html><html><head><base target="_top">' + baseCss_() + '</head><body>'
  + '<h2>Record a Cash Move</h2><div class="sub">Move money into or out of the portfolio.</div>'
  + '<label>What kind of move?</label><select id="type" onchange="upd()">'
  + '<option value="Withdraw Cash Flow">Withdraw Cash Flow (pay yourself)</option>'
  + '<option value="Reinvest">Reinvest cash flow into trading capital</option>'
  + '<option value="Add Capital">Add Capital (new money in)</option>'
  + '<option value="Withdraw Capital">Withdraw Capital (take money out)</option></select>'
  + '<label>Amount ($)</label><input id="amount" type="number" min="0" step="0.01" placeholder="500.00">'
  + '<label>Date</label><input id="tradeDate" type="date"><div class="hint">Defaults to today. Change it if the move happened earlier.</div>'
  + '<label>Note (optional)</label><input id="note" placeholder="e.g. monthly payout">'
  + '<div class="credit" id="bal">Loading balances…</div>'
  + '<button id="go" onclick="submit()">Record it</button><div id="msg" class="msg"></div>'
  + ovlHtml_('Yes — record another')
  + '<script>' + ovlJs_()
  + '(function(){var n=new Date();n.setMinutes(n.getMinutes()-n.getTimezoneOffset());document.getElementById("tradeDate").value=n.toISOString().slice(0,10);})();'
  + 'var B={cashFlow:0,basis:0,toTrade:0};'
  + 'function money(n){return "$"+(n||0).toLocaleString(undefined,{minimumFractionDigits:2,maximumFractionDigits:2});}'
  + 'function upd(){var t=document.getElementById("type").value;var line="Available cash flow: <b>"+money(B.cashFlow)+"</b> · Capital to trade: <b>"+money(B.toTrade)+"</b> · Basis: "+money(B.basis);'
  + 'document.getElementById("bal").innerHTML=line;}'
  + 'google.script.run.withSuccessHandler(function(b){B=b;upd();}).getLiveBalances();'
  + 'function M(t,c){var m=document.getElementById("msg");m.textContent=t;m.className="msg "+c;}'
  + 'function submit(){var d={type:document.getElementById("type").value,amount:document.getElementById("amount").value,tradeDate:document.getElementById("tradeDate").value,note:document.getElementById("note").value};'
  + 'if(!(+d.amount>0)){oops("Enter an amount.");return;}'
  + 'go.disabled=true;go.textContent="Recording…";google.script.run.withSuccessHandler(function(r){B=r.bal;upd();go.disabled=false;go.textContent="Record it";done("\\u2713 "+r.type+" recorded",money(r.amount)+" recorded. Record another cash move?");})'
  + '.withFailureHandler(function(e){oops(e.message);go.disabled=false;go.textContent="Record it";}).addCashMove(d);}'
  + 'function again(){document.getElementById("ovl").className="ovl";document.getElementById("amount").value="";document.getElementById("note").value="";document.getElementById("amount").focus();}'
  + '<\/script></body></html>';
}