senofy/autofirmer-expanded
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Broker sessions rest while nothing needs them

Browse Source 
A firm's client used to stay logged in around the clock, renewing on a fixed
timer overnight and at weekends. Now, once a firm has nothing open, nothing
pending and nothing left to trade before its next session for a random
15–45 minutes, its client disconnects and the dashboard shows it Resting.
It logs back in a random 20–50 minutes before the next session opens, at a
check-in every 3–7 Central daytime hours, or at once when trading starts, a
manual leg, copy trade, manual order or AutoBuyer run needs it. Token
renewals fall at random points (Tradovate 15–45 min before expiry, TopstepX
every 45–150 min). Settings → Trading → Rest idle broker sessions
(session_rest) turns it off.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
Brandon Li
2026-10-21 13:28:47 -05:00
co-authored by Claude Opus 5.5
parent 6dd2528fe2
commit 5eb0ea7760
18 changed files with 872 additions and 41 deletions
Download Patch File Download Diff File Expand all files Collapse all files
app/api/firms/[id]/orders/route.ts
+6 -1
View File
@@ -1,7 +1,7 @@
import { NextRequest, NextResponse } from 'next/server';
import { getCachedFirm } from '@/lib/firm-catalog';
import { firmInstruments, isFuturesFirm } from '@/lib/instruments';
import { getClients } from '@/lib/clients';
import { getClients, isWaking, wakeFirm } from '@/lib/clients';
export async function POST(
req: NextRequest,
@@ -27,6 +27,11 @@ export async function POST(
const clients = getClients();
const client = clients.get(firmId);
if (!client) return NextResponse.json({ error: 'Client not found for firm' }, { status: 404 });
// A resting session (lib/clients.ts) holds no login: start one, and
// let the caller come back once it's up.
if (wakeFirm(firmId, 'manual order') || isWaking(firmId)) {
return NextResponse.json({ error: "the firm's session is logging back in — try again in a minute" }, { status: 503 });
}
// A futures firm trades only what its instrument list (master Firms
// page) names.
app/api/health/route.ts
+9 -5
View File
@@ -1,7 +1,7 @@
import { readFileSync } from 'node:fs';
import path from 'node:path';
import { NextResponse } from 'next/server';
import { getClients } from '@/lib/clients';
import { getClients, sessionRestEnabled, sessionRestInfo } from '@/lib/clients';
import { getTradableFirms } from '@/lib/firm-catalog';
import { getSchedulerHealth, getSchedulerStatus } from '@/lib/auto-trade';
import { getBuildVersion } from '@/lib/version';
@@ -41,20 +41,24 @@ export async function GET() {
const entries = getTradableFirms().map((firm) => {
const base = { firmId: firm.id, firm: firm.name, platform: firm.platform };
const client = clients.get(firm.id);
if (!client) return { ...base, hasClient: false, ready: false, accounts: 0 };
if (!client) return { ...base, hasClient: false, ready: false, resting: null, accounts: 0 };
const ready = isClientReady(client, now);
const accounts = client.accountList.length;
// Logged out on purpose while nothing needs it (lib/clients.ts):
// not ready, and nothing wrong.
const resting = sessionRestInfo(firm.id);
try {
return { ...base, hasClient: true, ready, accounts, ...client.health() };
return { ...base, hasClient: true, ready, resting, accounts, ...client.health() };
} catch (err) {
// One client's broken health() must not hide the rest.
return { ...base, hasClient: true, ready, accounts, healthError: errorMessage(err) };
return { ...base, hasClient: true, ready, resting, accounts, healthError: errorMessage(err) };
}
});
return NextResponse.json({
ok: entries.every((e) => !e.hasClient || e.ready),
ok: entries.every((e) => !e.hasClient || e.ready || !!e.resting),
sessionRest: sessionRestEnabled(),
now,
uptimeSec: Math.round(process.uptime()),
version: getBuildVersion(),
app/api/settings/route.ts
+1 -1
View File
@@ -3,7 +3,7 @@ import { getSetting, setSetting } from '@/lib/db';
import { scheduleBackupPush } from '@/lib/backup-sync';
import { getRequestUserAgent } from '@/lib/request-user-agent';
const VALID_KEYS = ['max_concurrent_accounts', 'tick_interval_seconds', 'master_dashboard_url', 'instance_name', 'trading_hours', 'twocaptcha_api_key', 'twocaptcha_proxy', 'master_backup_token', 'proxy_url'] as const;
const VALID_KEYS = ['max_concurrent_accounts', 'tick_interval_seconds', 'master_dashboard_url', 'instance_name', 'trading_hours', 'twocaptcha_api_key', 'twocaptcha_proxy', 'master_backup_token', 'proxy_url', 'session_rest'] as const;
type SettingKey = typeof VALID_KEYS[number];
export async function GET() {
app/api/state/route.ts
+5 -3
View File
@@ -1,6 +1,6 @@
import { NextResponse } from 'next/server';
import { listAssignments, loadDailyPnL } from '@/lib/db';
import { getClients } from '@/lib/clients';
import { getClients, restingWakeAt, sessionRestInfo } from '@/lib/clients';
import { getAccountTypeById, getCachedCatalog } from '@/lib/firm-catalog';
import { ruleDiffs } from '@/lib/kept-rules';
import { getAccountConfig, getInferredSize, matchAccountType } from '@/lib/account-type-resolver';
@@ -27,8 +27,10 @@ export async function GET() {
// A firm with no accounts is a real, settled state and must not be
// reported the same way as one that is still authenticating.
const connected = !!client && client.syncComplete;
const rest = sessionRestInfo(f.id);
const resting = rest ? { resting: { since: rest.since, wakeAt: restingWakeAt(f.id) } } : {};
if (!client || client.accountList.length === 0) {
return { firmId: f.id, firm: f.name, connected, accounts: [] };
return { firmId: f.id, firm: f.name, connected, ...resting, accounts: [] };
}
// Accounts whose rules date was set by hand — one read per firm
// rather than one per account.
@@ -314,7 +316,7 @@ export async function GET() {
keptRules,
};
});
return { firmId: f.id, firm: f.name, connected, accounts };
return { firmId: f.id, firm: f.name, connected, ...resting, accounts };
});
return NextResponse.json(state);
app/page.tsx
+12 -2
View File
@@ -526,7 +526,17 @@ function FirmRows({ state, firm, hideDead, privacy, sortKey, sortDir, tradeSymbo
Username missing
</span>
)}
{hasCredentials && !state.connected && (
{hasCredentials && state.resting && (
<span
className="text-xs bg-indigo-50 text-indigo-600 px-1.5 py-0.5 rounded font-semibold"
title="Logged out while nothing can trade here; the accounts show their last sync"
>
{state.resting.wakeAt !== null
? `Resting · back ${new Date(state.resting.wakeAt).toLocaleString([], { weekday: 'short', hour: 'numeric', minute: '2-digit' })}`
: 'Resting until trading starts'}
</span>
)}
{hasCredentials && !state.connected && !state.resting && (
<span className="text-xs bg-slate-200 text-slate-600 px-1.5 py-0.5 rounded font-semibold">
Connecting…
</span>
@@ -594,7 +604,7 @@ function FirmRows({ state, firm, hideDead, privacy, sortKey, sortDir, tradeSymbo
state.accounts.length === 0 ? (
<tr>
<td colSpan={7} className="px-4 py-5 pl-12 text-sm text-slate-400 italic">
{state.connected ? 'No accounts at this firm' : 'Connecting…'}
{state.connected || state.resting ? 'No accounts at this firm' : 'Connecting…'}
</td>
</tr>
) : (
app/settings/page.tsx
+21 -1
View File
@@ -45,6 +45,7 @@ interface AppSettings {
instance_name: string | null;
instance_id: string | null;
trading_hours: string | null;
session_rest: string | null;
master_backup_token: string | null;
proxy_url: string | null;
user_agent: string | null;
@@ -64,6 +65,7 @@ export default function SettingsPage() {
const [contracts, setContracts] = useState<Record<string, ResolvedContract | null>>({});
const [maxConcurrent, setMaxConcurrent] = useState<string>('5');
const [tradingHours, setTradingHours] = useState<string>('full_cme');
const [sessionRest, setSessionRest] = useState<boolean>(true);
const [masterUrl, setMasterUrl] = useState<string>('');
const [catalog, setCatalog] = useState<{
version: number;
@@ -114,6 +116,7 @@ export default function SettingsPage() {
if (s.max_concurrent_accounts != null) {
setMaxConcurrent(s.max_concurrent_accounts);
}
setSessionRest(s.session_rest !== '0');
if (s.trading_hours != null) {
setTradingHours(s.trading_hours);
}
@@ -161,7 +164,7 @@ export default function SettingsPage() {
await fetch('/api/settings', {
method: 'PATCH',
headers: { 'Content-Type': 'application/json' },
body: JSON.stringify({ max_concurrent_accounts: maxConcurrent, trading_hours: tradingHours, master_dashboard_url: masterUrl, instance_name: instanceName, master_backup_token: backupToken, proxy_url: proxyUrl }),
body: JSON.stringify({ max_concurrent_accounts: maxConcurrent, trading_hours: tradingHours, session_rest: sessionRest ? '1' : '0', master_dashboard_url: masterUrl, instance_name: instanceName, master_backup_token: backupToken, proxy_url: proxyUrl }),
});
setSaving(false);
setSaved(true);
@@ -280,6 +283,23 @@ export default function SettingsPage() {
<option value="equity_hours">Equity Hours (8:30 AM – 3:00 PM CT)</option>
</select>
</div>
<div className="flex items-center justify-between gap-4 border-t border-slate-100 px-4 py-3">
<div>
<p className="text-sm font-medium text-slate-800">Rest idle broker sessions</p>
<p className="text-xs text-slate-400 mt-0.5">
Log a firm out once nothing is open and nothing is left to trade before its next
session (weekends, the daily break, a finished day), and back in 20–50 min before
that session opens, with a check-in every few daytime hours. Off keeps every
session logged in around the clock.
</p>
</div>
<input
type="checkbox"
checked={sessionRest}
onChange={(e) => setSessionRest(e.target.checked)}
className="h-4 w-4 shrink-0 accent-blue-500"
/>
</div>
</div>
{/* ── Master Dashboard ── */}