Update workflow icons and improve Alpaca order sync

Standardizes and updates workflow and agent icons across analysis, research, trading, and risk steps for better visual consistency. Refactors Alpaca order status synchronization in TradeHistoryTable to use a batch API, improves logging, and ensures more accurate status updates. Also enhances Discord linking logic in Profile page for reliability and user feedback.

Author: BWJ2310

src/components/RebalanceDetailModal.tsx

@@ -12,6 +12,7 @@ import { Button } from "@/components/ui/button";
 import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
 import {
   RefreshCw,
+  RefreshCcw,
   Loader2,
   CheckCircle,
   Clock,
@@ -22,7 +23,10 @@ import {
   XCircle,
   X,
   ChevronUp,
-  ChevronDown
+  ChevronDown,
+  ChartLine,
+  Lightbulb,
+  ChartColumn
 } from "lucide-react";
 import { formatDistanceToNow } from "date-fns";
 import { supabase } from "@/lib/supabase";
@@ -201,13 +205,13 @@ export default function RebalanceDetailModal({ rebalanceId, isOpen, onClose, reb
 
         // Determine status using centralized status system
         let status: RebalanceStatus = convertLegacyRebalanceStatus(rebalanceRequest.status);
-        
+
         // If we're in legacy pending_trades state but have a rebalance plan (portfolio manager is done), 
         // consider it as completed since the planning is complete
         if (rebalanceRequest.status === 'pending_trades' && rebalanceRequest.rebalance_plan) {
           status = REBALANCE_STATUS.COMPLETED;
         }
-        
+
         const isRunning = isRebalanceActive(status);
         const isPendingApproval = false; // No longer using AWAITING_APPROVAL status
         const isCompleted = status === REBALANCE_STATUS.COMPLETED;
@@ -275,7 +279,7 @@ export default function RebalanceDetailModal({ rebalanceId, isOpen, onClose, reb
           .select('*')  // Select all fields including metadata
           .eq('rebalance_request_id', rebalanceId)
           .eq('user_id', user.id);
-        
+
         // Store tradingActions for later use (even if empty)
         let tradingActionsData = tradingActions || [];
 
@@ -368,6 +372,7 @@ export default function RebalanceDetailModal({ rebalanceId, isOpen, onClose, reb
             id: 'threshold',
             title: 'Threshold Check',
             description: 'Evaluating portfolio drift against rebalance threshold',
+            icon: ChartLine,
             status: thresholdStatus,
             completedAt: thresholdStep.data?.timestamp || thresholdStep.timestamp || thresholdStep.completedAt,
             insights: thresholdStep.data, // Add the insights data
@@ -446,6 +451,7 @@ export default function RebalanceDetailModal({ rebalanceId, isOpen, onClose, reb
             id: 'opportunity',
             title: 'Opportunity Analysis',
             description: 'Scanning market for new investment opportunities',
+            icon: Lightbulb,
             status: opportunityStatus,
             completedAt: opportunityStep.data?.timestamp || opportunityStep.timestamp || opportunityStep.completedAt,
             insights: insights, // Use the parsed insights
@@ -582,6 +588,7 @@ export default function RebalanceDetailModal({ rebalanceId, isOpen, onClose, reb
             id: 'analysis',
             title: 'Stock Analysis',
             description: 'Analyzing individual stocks for rebalancing decisions',
+            icon: ChartColumn,
             status: stockAnalysisStatus,
             agents: stockAnalyses.map((sa: any) => ({
               name: `${sa.ticker} Analysis`,
@@ -611,6 +618,7 @@ export default function RebalanceDetailModal({ rebalanceId, isOpen, onClose, reb
           id: 'rebalance',
           title: 'Portfolio Manager',
           description: 'Calculating optimal portfolio rebalancing strategy and generating trade orders',
+          icon: RefreshCcw,
           status: portfolioManagerStatus,
           completedAt: rebalanceAgentStep.data?.completedAt || portfolioManagerStep.data?.completedAt || rebalanceRequest.plan_generated_at
         });
@@ -654,7 +662,7 @@ export default function RebalanceDetailModal({ rebalanceId, isOpen, onClose, reb
           opportunity_reasoning: rebalanceRequest.opportunity_reasoning,
 
           relatedAnalyses: rebalanceAnalyses || [],
-          
+
           // Include trading_actions data for proper status tracking
           trading_actions: tradingActionsData
         };
@@ -746,7 +754,7 @@ export default function RebalanceDetailModal({ rebalanceId, isOpen, onClose, reb
                   </Badge>
                 )}
               </div>
-              
+
               {/* Close button */}
               <Button
                 size="sm"
@@ -798,23 +806,23 @@ export default function RebalanceDetailModal({ rebalanceId, isOpen, onClose, reb
                       if (collapsedCards.size === 0) {
                         // Collapse all - need to get all card keys
                         const allCardKeys = new Set<string>();
-                        
+
                         // Add threshold card if it exists
                         if (!rebalanceData?.skipThresholdCheck) {
                           const thresholdStep = rebalanceData?.workflowSteps?.find((s: any) => s.id === 'threshold');
                           if (thresholdStep?.insights) {
                             allCardKeys.add('threshold');
                           }
                         }
-                        
+
                         // Add opportunity card if it exists
                         if (!rebalanceData?.skipOpportunityAgent) {
                           const opportunityStep = rebalanceData?.workflowSteps?.find((s: any) => s.id === 'opportunity');
                           if (opportunityStep?.insights || opportunityStep?.data) {
                             allCardKeys.add('opportunity');
                           }
                         }
-                        
+
                         // Add portfolio manager card if it exists
                         const portfolioInsights =
                           rebalanceData?.rebalance_plan?.portfolioManagerAnalysis ||
@@ -824,11 +832,11 @@ export default function RebalanceDetailModal({ rebalanceId, isOpen, onClose, reb
                           rebalanceData?.rebalance_plan?.agentInsights?.rebalanceAgent ||
                           rebalanceData?.agentInsights?.portfolioManager ||
                           rebalanceData?.agentInsights?.rebalanceAgent;
-                        
+
                         if (portfolioInsights) {
                           allCardKeys.add('portfolioManager');
                         }
-                        
+
                         setCollapsedCards(allCardKeys);
                       } else {
                         // Expand all
@@ -883,13 +891,13 @@ export default function RebalanceDetailModal({ rebalanceId, isOpen, onClose, reb
                   />
                 </TabsContent>
 
-                <RebalanceWorkflowTab 
+                <RebalanceWorkflowTab
                   workflowData={rebalanceData}
                   onNavigateToInsight={handleNavigateToInsight}
                   onOpenAnalysisModal={handleOpenAnalysisModal}
                 />
 
-                <RebalanceInsightsTab 
+                <RebalanceInsightsTab
                   rebalanceData={rebalanceData}
                   selectedAnalysis={selectedAnalysis}
                   setSelectedAnalysis={setSelectedAnalysis}