The welcome now carries a personId; it lands in the instance_id setting
and rides on every hello and HTTP report from then on. The master keys
the person by that uuid, so changing instance_name moves our history to
the new name instead of starting a stranger. Read-only in Settings on
purpose — editing it by hand would detach this machine from its person.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This box no longer decides what firms exist. It caches the master's catalog
and stores one thing of its own: the Tradovate login for each firm. Creating
firms locally is gone — app/add, POST /api/firms, the account-config routes
and the banned-symbol route with it.
The cache is the point, not an optimisation. The scheduler needs every
account's target and size on each 60s tick, so fetching them per tick would
stop trading with positions open the first time the master rebooted. It is
one JSON blob in settings, replaced only by a complete valid response, and a
response with zero firms is refused outright: a misconfigured FIRMS_DB serves
{"firms":[]} as a healthy 200, and mirroring that would idle the whole fleet
at once.
Accounts bind to an account type by prefix AND size, the size taken from the
opening funding transaction. That does not arrive with the first sync, so an
account sits Unassigned and the resolver tries again next sync rather than
guessing. A type picked by hand is never overwritten by an auto pass. This
replaces the longest-prefix helper that had been copy-pasted into five files,
which could not tell two types with the same prefix apart at all.
firm_credentials and account_assignments deliberately have no foreign key to
the cached catalog. foreign_keys is ON, so a cascade would erase the Tradovate
passwords the moment a firm was removed on the master — routine, not
exceptional. They survive it, and are re-keyed by name if the master's database
is ever rebuilt with fresh ids.
The legacy firms/account_configs/firm_banned_symbols tables are left on disk,
unreferenced. firms is the only table that ever held plaintext credentials and
dropping it would make a rollback unrecoverable.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Three changes that ride together because they touch the same surface.
A control link to the master. lib/master-link.ts dials out to
<master>/ws/instance and holds it open, so the dashboard can trigger a trade or
queue an AutoBuyer run here. Commands call the same functions the local pages
call — runTrade, startScheduler, queueRun — so nothing reaches the broker by a
path the UI does not also use. Reports prefer the socket and fall back to the
existing POST, which keeps older masters working unchanged.
startMasterLink is idempotent, and that matters more than it looks: getClients()
is lazy and starts the link, so the first command re-enters it from inside a
command the live socket is waiting to ack. Tearing the socket down there loses
the ack and reports a trade that actually executed as a failure — which invites
pressing the button twice.
queueRun is lifted out of the automations route so the socket and HTTP share one
copy of the input clamping that decides how many times a purchase fires.
Page capture loses its switch and gains a scope. It now runs every tick, but
only against the active tab of the last-focused window that matches
host_permissions — so it follows the page in front of you and stops when you
switch away, where before it would fall back to any firm tab left open in the
background.
autobuyer_enabled is gone entirely. The AutoBuyer is ready whenever the runner
is; a run happens because someone asked for one. That does mean a queued run
executes as soon as clicker/runner.py claims it, with no second gate — stopping
the runner is now the way to make a machine idle.
Extension to 0.10.0; it needs a manual reload at chrome://extensions.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Replace volume-based contract selection with Yahoo Finance continuous
contract price matching ({PRODUCT}=F). The old approach compared volumes
across front/roll candidates, which failed when serial months had
deceptive volume (6EJ26 > 6EM26) or Yahoo was rate-limited (all 0s).
Now fetches the continuous contract price and matches it against
candidates within 0.1% tolerance. Falls back to roll1 if Yahoo fails.
Also adds User-Agent header to avoid 429 rate limiting.
Verified: GC=F price matches GCM26, 6E=F price matches 6EM26.
Also fixes stale 'Random' comment in auto-trade.ts and cleans up
frontVolume/rolledVolume references from settings page.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Dropdown on settings page with two options:
- Full CME (5:00 PM – 3:00 PM CT) with 5 min buffer
- Equity Hours (8:30 AM – 3:00 PM CT) with 5 min buffer
Setting is read live each tick, no restart needed.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- New reporter module that pushes firm stats (total accounts, accounts
traded, in trade) to a configurable master dashboard every 30 seconds
- Add Instance Name and Dashboard URL fields to the settings page
- Register master_dashboard_url and instance_name in settings API
- Seed default (empty) values for new settings in db
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- POST /api/instruments/contracts now accepts optional { symbols[] } body
to resolve a subset rather than all enabled instruments
- Settings toggle() fires a targeted resolve when enabling a symbol,
merging the result into contracts state without a full page refresh
- Active Contract cell is hidden (null) when the instrument is disabled
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New lib/contract-resolver.ts: picks the best contract month for each
symbol by comparing Yahoo Finance volume between the front month
(Tradovate suggest API) and the roll target (rollcontract API)
- lib/clients.ts: auto-resolves all enabled instruments 15s after startup
and again daily at midnight via a setInterval check
- lib/tradovate-class.ts: findFrontMonthContract checks resolver cache
first before falling back to the suggest API
- app/api/instruments/contracts/route.ts: GET returns cached contracts,
POST triggers a fresh resolve
- app/settings/page.tsx: shows active contract + rolled badge per symbol;
auto-resolves on load if cache is empty; removed manual Resolve button
- app/api/debug/route.ts: include entity data in recentEntityEvents
- CLAUDE.md: instructs Claude to always work on main
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Auto-trade scheduler fires every 60s; uses Promise.allSettled batch so no new trades fire while any position from the current batch is open
- Commission gross-up: read entryCommission from cash.realizedPnL after fill (fallback 2.5×contracts), grossTarget = target + 2×entryCommission
- Sync gate: TradovateClient.syncComplete flag; scheduler skips tick until every client finishes initial position/balance sync
- Contracts formula changed to Math.ceil so $1500 target = 2 contracts
- Removed all fee caching (perContractFees, recentFills, fillFee handler) from tradovate-class.ts
- Removed firm_fees table, getFirmFees, upsertFirmFee from db.ts
- Deleted instrument-configs API routes; removed Fees UI from firm settings page
- /api/instruments returns full {symbol, enabled}[] objects; dashboard filters to enabled-only for trade selector
- Added auto-trade, debug, orders, settings, and trade API routes
- Instrument selector on dashboard now driven by enabled instruments from DB
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- SQLite DB (better-sqlite3) with firms, account_configs, firm_fees, instruments tables
- REST API routes: firms CRUD, account configs CRUD, state, accounts, instruments
- Live Tradovate WebSocket client: login, sync, positions, auto-liq thresholds
- Dashboard (app/page.tsx): per-firm account list with balance, day P&L, days traded,
target progress, and Dead/Inactive/Flat status based on Tradovate auto-liq floors
- Account detail page: objectives progress, daily P&L chart, consistency tracking
- Per-firm settings page: account configs and instrument fee management
- Dead detection uses trailingMaxDrawdownLimit - trailingMaxDrawdown from
userAccountAutoLiqs; filters Tradovate sentinel value (999999999 = no limit)
- FIFO P&L engine with commission accounting for daily P&L history
- Removed manual maxLoss fallback in favour of live Tradovate auto-liq data
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
