Add per-agent chat panel
This commit is contained in:
Theodore Song
+108
@@ -171,6 +171,22 @@ body:not(.personal-mode) [data-tab="live"]{display:none!important}
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.report p{margin:0 0 9px;color:#cdd6e8;font-size:13px;line-height:1.5}
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.report p:last-child{margin-bottom:0}
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.report b{color:var(--text)}
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.agent-chat{display:grid;grid-template-columns:.8fr 1.2fr;gap:16px}
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.chat-panel{background:rgba(255,255,255,.035);border:1px solid var(--border);border-radius:15px;padding:14px}
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.chat-persona{display:flex;align-items:center;gap:10px;margin-bottom:10px}
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.chat-avatar{font-size:28px;width:42px;height:42px;display:grid;place-items:center;border-radius:13px;background:rgba(255,255,255,.06);border:1px solid var(--border)}
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.chat-name{font-family:'Space Grotesk';font-weight:700}
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.chat-meta{font-size:12px;color:var(--muted);margin-top:2px}
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.chat-prompts{display:flex;gap:8px;flex-wrap:wrap;margin-top:12px}
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.chat-prompt{border:1px solid var(--border);background:rgba(255,255,255,.045);color:var(--text);border-radius:999px;padding:7px 10px;font:700 11.5px 'Inter';cursor:pointer}
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.chat-prompt:hover{border-color:var(--accent)}
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.chat-window{display:flex;flex-direction:column;gap:10px;max-height:420px;overflow:auto;padding-right:4px}
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.chat-msg{border:1px solid var(--border);border-radius:14px;padding:11px 13px;font-size:13px;line-height:1.45;white-space:pre-wrap}
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.chat-msg.user{align-self:flex-end;max-width:82%;background:rgba(124,140,255,.16);border-color:rgba(124,140,255,.35)}
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.chat-msg.agent{align-self:flex-start;max-width:92%;background:rgba(255,255,255,.045)}
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.chat-input-row{display:flex;gap:8px;margin-top:12px}
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.chat-input-row .input{flex:1}
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@media (max-width:760px){.agent-chat{grid-template-columns:1fr}.chat-msg.user,.chat-msg.agent{max-width:100%}}
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/* ---------- suggestions ---------- */
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.filterbar{display:flex;gap:8px;flex-wrap:wrap;margin-bottom:8px}
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@@ -427,6 +443,10 @@ footer{margin-top:34px;padding-top:22px;border-top:1px solid var(--border);color
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<div class="card-h"><h3>Daily Agent Performance Reports</h3><span class="small muted" id="reportDate"></span></div>
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<div class="report-grid" id="agentReports"></div>
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</div>
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<div class="card">
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<div class="card-h"><h3>Chat With This Agent</h3><span class="small muted">ask about performance, risk, trades, or plans</span></div>
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<div id="agentChatRoot"></div>
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</div>
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</section>
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<!-- ============ INVEST ============ -->
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@@ -739,6 +759,7 @@ const CHART_RANGE_KEY = "pma_chart_range_v1";
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const INVEST_KEY = "pma_invest_allocations_v1";
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const PAPER_KEY = "pma_paper_accounts_v1";
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const LIVE_KEY = "pma_live_readiness_v1";
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const CHAT_KEY = "pma_agent_chat_v1";
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const PAPER_SESSION_PREFIX = "pma_cloud_session_";
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const PERSONAL_MODE = new URLSearchParams(location.search).get("personal") === "1";
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const PERSONAL_USER_ID = "local-readiness-user";
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@@ -1957,6 +1978,7 @@ function renderPortfolioTab(){
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renderHistory((p.history||[]).slice(-50).reverse());
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renderAgentTechnical(viewId);
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renderAgentReports();
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renderAgentChat(viewId);
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}
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const avg=(arr)=>arr.length?arr.reduce((s,x)=>s+x,0)/arr.length:0;
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function ema(vals,period){
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@@ -2109,6 +2131,92 @@ function renderAgentReports(){
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</article>`;
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}).join("");
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}
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function loadAgentChats(){try{return JSON.parse(localStorage.getItem(CHAT_KEY)||"{}");}catch(e){return {};}}
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function saveAgentChats(chats){localStorage.setItem(CHAT_KEY,JSON.stringify(chats));}
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function agentChatSeed(agentId){
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const cfg=agentById(agentId),st=loadState(),p=st.agents[agentId]||defaultPortfolio(),eq=equity(p),ret=(eq/p.starting_balance-1)*100;
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return [{role:"agent",text:`I'm ${cfg.name}. Ask me why I am up or down, what trades are helping or hurting, what my strategy is, or how I plan to compete from here. Current return: ${fmtPct(ret)}.`}];
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}
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function topPositionText(p,n=3){
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const open=(p.positions||[]).slice().sort((a,b)=>Math.abs(b.unrealized_pnl||0)-Math.abs(a.unrealized_pnl||0)).slice(0,n);
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if(!open.length)return "I do not have open positions yet.";
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return open.map((pos,i)=>`${i+1}. ${shortQuestion(pos.question,58)} — ${pos.side}, value ${fmtUSD(pos.value||0)}, P&L ${(pos.unrealized_pnl||0)>=0?"+":""}${fmtUSD(pos.unrealized_pnl||0)}`).join("\n");
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}
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function relevantSuggestionText(cfg,n=3){
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const sugs=(loadSuggestions().suggestions||[]);
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const ranked=cfg.rank?safeRankSuggestions(cfg,sugs):sugs;
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const picks=ranked.filter(s=>s.side==="YES"||s.side==="NO").slice(0,n);
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if(!picks.length)return "I need a fresh cycle before I can point to new suggestions.";
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return picks.map((s,i)=>`${i+1}. ${shortQuestion(s.question,58)} — BUY ${s.side} @ ${Math.round(s.entry_price*100)}c, conviction ${Math.round(s.conviction)}`).join("\n");
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}
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function safeRankSuggestions(cfg,sugs){
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try{return cfg.rank(sugs);}catch(e){return sugs;}
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}
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function agentChatReply(agentId,question){
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const st=loadState(),cfg=agentById(agentId),p=st.agents[agentId]||defaultPortfolio();
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const rows=board(),row=rows.find(r=>r.c.id===agentId)||{c:cfg,p,eq:equity(p),pnl:equity(p)-p.starting_balance,ret:(equity(p)/p.starting_balance-1)*100};
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const rank=rows.findIndex(r=>r.c.id===agentId)+1||rows.length,leader=rows[0];
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const q=String(question||"").toLowerCase();
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const perf=dailyPerformanceExplanation(row);
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if(/why|perform|performance|up|down|bad|poor|well|crash|gain|loss|today|day/.test(q)){
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return `Here is my honest performance read:\n\n${perf}\n\nMy current rank is #${rank}, with ${fmtUSD(row.eq)} equity and ${fmtPct(row.ret)} return.`;
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}
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if(/position|trade|holding|holdings|bet|market/.test(q)){
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return `These are the positions currently driving me most:\n\n${topPositionText(p)}\n\n${reportPositionLine(p)}`;
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}
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if(/strategy|style|how do you trade|rule|approach/.test(q)){
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return `My strategy: ${agentPlainBlurb(cfg,st)}\n\nCurrent adaptation: ${decisionSummary(p)}`;
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}
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if(/risk|stop|loss|gain|take profit|sell/.test(q)){
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return `My risk rules are mechanical:\n\nStop loss: sell 33% at -15%, another 33% at -30%, and all remaining at -45%.\nGain stop: sell 25% at +75%, another 25% at +150%, and another 25% at +300%.\n\nRecent risk behavior: ${recentActionSummary(p)}.`;
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}
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if(/plan|next|compete|leader|rank|catch/.test(q)){
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return `${agentCompetitionPlan(cfg,row,rank,leader)}\n\nI am #${rank}. ${leader&&leader.c.id!==cfg.id?`${leader.c.name} leads at ${fmtUSD(leader.eq)}, so I am trailing by ${fmtUSD(leader.eq-row.eq)}.`:"I am currently defending the lead."}\n\nMy best near-term ideas from the current suggestion pool:\n${relevantSuggestionText(cfg)}`;
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}
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if(/suggest|idea|entry|buy/.test(q)){
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return `The freshest ideas that fit my style are:\n\n${relevantSuggestionText(cfg)}\n\nI still need the normal cycle rules to decide whether sizing, overlap, cash reserve, and conviction are acceptable.`;
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}
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if(/compare|other agent|better|best/.test(q)){
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const lines=rows.slice(0,5).map((r,i)=>`${i+1}. ${r.c.name}: ${fmtPct(r.ret)} (${fmtUSD(r.eq)})`).join("\n");
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return `Top of the leaderboard right now:\n\n${lines}\n\nMy place: #${rank}. My edge is not just rank; it is whether my style is working in the current market regime. ${perf}`;
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}
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return `Short version: I am ${cfg.name}, currently #${rank} with ${fmtUSD(row.eq)} equity and ${fmtPct(row.ret)} return.\n\n${perf}\n\nAsk me about my positions, strategy, risk rules, next plan, or how I compare with the other agents.`;
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}
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function renderAgentChat(agentId){
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const root=$("agentChatRoot");if(!root)return;
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const cfg=agentById(agentId),st=loadState(),p=st.agents[agentId]||defaultPortfolio(),eq=equity(p),ret=(eq/p.starting_balance-1)*100;
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const chats=loadAgentChats();
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if(!chats[agentId]){chats[agentId]=agentChatSeed(agentId);saveAgentChats(chats);}
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const msgs=chats[agentId].slice(-30);
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root.innerHTML=`<div class="agent-chat">
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<div class="chat-panel">
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<div class="chat-persona"><div class="chat-avatar" style="border-color:${cfg.color}55">${cfg.emoji}</div><div><div class="chat-name">${esc(cfg.name)}</div><div class="chat-meta">${fmtUSD(eq)} equity · ${fmtPct(ret)} return · ${p.positions.length} open</div></div></div>
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<p class="muted" style="margin:0">${esc(agentPlainBlurb(cfg,st))}</p>
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<div class="chat-prompts">
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<button class="chat-prompt" data-chat-prompt="Why did you perform well or poorly today?">Performance</button>
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<button class="chat-prompt" data-chat-prompt="What positions are helping or hurting you most?">Positions</button>
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<button class="chat-prompt" data-chat-prompt="What is your strategy?">Strategy</button>
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<button class="chat-prompt" data-chat-prompt="What is your plan to compete from here?">Plan</button>
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<button class="chat-prompt" data-chat-prompt="Explain your risk rules and stop losses.">Risk</button>
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</div>
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</div>
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<div class="chat-panel">
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<div class="chat-window" id="agentChatWindow">${msgs.map(m=>`<div class="chat-msg ${m.role==="user"?"user":"agent"}">${esc(m.text)}</div>`).join("")}</div>
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<div class="chat-input-row"><input class="input" id="agentChatInput" placeholder="Ask ${esc(cfg.name)} about performance, trades, risk, or plans..." /><button class="btn primary" id="agentChatSend">Send</button></div>
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</div>
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</div>`;
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const send=(text)=>{
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const q=String(text||"").trim();if(!q)return;
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const next=loadAgentChats();if(!next[agentId])next[agentId]=agentChatSeed(agentId);
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next[agentId].push({role:"user",text:q},{role:"agent",text:agentChatReply(agentId,q)});
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next[agentId]=next[agentId].slice(-60);saveAgentChats(next);renderAgentChat(agentId);
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};
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document.querySelectorAll("[data-chat-prompt]").forEach(btn=>btn.onclick=()=>send(btn.dataset.chatPrompt));
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const input=$("agentChatInput"),sendBtn=$("agentChatSend");
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if(sendBtn)sendBtn.onclick=()=>send(input&&input.value);
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if(input)input.onkeydown=(e)=>{if(e.key==="Enter")send(input.value);};
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const win=$("agentChatWindow");if(win)win.scrollTop=win.scrollHeight;
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}
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function renderPositions(positions){
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const root=$("positions");if(!root)return;
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if(!positions.length){
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