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Brandon LiandClaude Opus 5 4288d8c298 Auto-start both processes at logon and self-update from master
Instances were started by hand and updated by hand, so they drifted behind
master silently. Now: PM2 supervises the dashboard and the clicker, a logon
task brings them up, and a 5-minute task pulls, rebuilds and restarts when
master moves.

Restarting on every push is only safe because the scheduler now survives it.
It was pure in-memory state (_global.__autoTrader), so any restart silently
stopped automated trading with the dashboard simply showing it as off. It now
mirrors running/action/symbol/stopAfterAll to the settings table, and
resumeSchedulerIfPersisted() picks it back up from the getClients() bootstrap.
No sync-wait was needed there: tick() already skips while a client reports
!syncComplete and while any account holds a position.

A failed build is never deployed — the build runs before anything restarts, so
a broken push leaves the previous build serving.

start-all and update-check both warm the app with a request afterwards. That is
load-bearing: getClients() is lazily bootstrapped, so until something makes an
HTTP request the Tradovate clients, the reporter and the resumed schedule never
start. That was already true of manual restarts.

Logic lives in Node so a macOS or Linux port only needs an equivalent of
install-autostart.ps1. Python deps are hash-guarded, so the common path is one
hash and one import with no network, and failure is non-fatal since only the
clicker needs them.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-30 17:36:25 -05:00

365 lines
13 KiB
Batchfile

@echo off
setlocal EnableExtensions
title AutoFirmer - Windows setup
REM ============================================================================
REM AutoFirmer instance setup for Windows.
REM
REM Standalone: drop this file anywhere and run it. It clones the repo into a
REM subfolder next to itself, installs, builds, and points the instance at the
REM master dashboard. Safe to re-run - it pulls and rebuilds instead of cloning.
REM ============================================================================
set "REPO_URL=https://git.juicerroom.com/senofy/autofirmer-expanded.git"
set "DEFAULT_MASTER=https://master.juicerroom.com"
set "TARGET=%~dp0autofirmer"
echo.
echo ============================================
echo AutoFirmer - Windows setup
echo ============================================
echo.
REM ---------------------------------------------------------------- git check
REM Git for Windows only lands on PATH if "Git from the command line" was chosen
REM at install time, and an already-open cmd keeps its old PATH regardless. So:
REM probe the usual homes, then offer to install, then probe again - a fresh
REM install is never visible to `where` in this session.
:git_probe
where git >nul 2>&1
if not errorlevel 1 goto :git_done
if exist "%ProgramFiles%\Git\cmd\git.exe" set "PATH=%ProgramFiles%\Git\cmd;%PATH%"
if exist "%ProgramFiles(x86)%\Git\cmd\git.exe" set "PATH=%ProgramFiles(x86)%\Git\cmd;%PATH%"
if exist "%LOCALAPPDATA%\Programs\Git\cmd\git.exe" set "PATH=%LOCALAPPDATA%\Programs\Git\cmd;%PATH%"
where git >nul 2>&1
if not errorlevel 1 goto :git_found_offpath
if "%GIT_TRIED%"=="1" goto :git_missing
where winget >nul 2>&1
if errorlevel 1 goto :git_missing
echo.
echo [--] Git is not installed.
set "DOIT="
set /p "DOIT= Install it now with winget? [Y/n] "
if /i "%DOIT%"=="n" goto :git_missing
set "GIT_TRIED=1"
echo Installing Git ^(a UAC prompt may appear^)...
winget install --id Git.Git -e --source winget --accept-source-agreements --accept-package-agreements --silent
goto :git_probe
:git_found_offpath
echo [ok] git ^(found off PATH, added for this run^)
goto :git_done
:git_missing
echo [X] Git not found on PATH, and not in any of:
echo %ProgramFiles%\Git\cmd
echo %LOCALAPPDATA%\Programs\Git\cmd
echo.
echo Install it from https://git-scm.com/download/win
echo If you JUST installed it: close this window, open a new Command
echo Prompt and run the script again - an open window keeps its old PATH.
goto :fail
:git_done
echo [ok] git
REM --------------------------------------------------------------- node check
REM winget's LTS package is deliberate: better-sqlite3 publishes prebuilt
REM binaries for LTS Node, so installing LTS sidesteps the node-gyp build.
:node_probe
where node >nul 2>&1
if not errorlevel 1 goto :node_found
if exist "%ProgramFiles%\nodejs\node.exe" set "PATH=%ProgramFiles%\nodejs;%PATH%"
if exist "%LOCALAPPDATA%\Programs\nodejs\node.exe" set "PATH=%LOCALAPPDATA%\Programs\nodejs;%PATH%"
where node >nul 2>&1
if not errorlevel 1 goto :node_found
if "%NODE_TRIED%"=="1" goto :node_missing
where winget >nul 2>&1
if errorlevel 1 goto :node_missing
echo.
echo [--] Node.js is not installed.
set "DOIT="
set /p "DOIT= Install Node 22 LTS now with winget? [Y/n] "
if /i "%DOIT%"=="n" goto :node_missing
set "NODE_TRIED=1"
echo Installing Node LTS ^(a UAC prompt may appear^)...
winget install --id OpenJS.NodeJS.LTS -e --source winget --accept-source-agreements --accept-package-agreements --silent
goto :node_probe
:node_missing
echo [X] Node.js not found on PATH, and not in any of:
echo %ProgramFiles%\nodejs
echo %LOCALAPPDATA%\Programs\nodejs
echo.
echo Install Node 22 LTS from https://nodejs.org/ then re-run.
echo If you JUST installed it, open a NEW Command Prompt first.
goto :fail
:node_found
if exist "%ProgramFiles%\nodejs\node.exe" set "PATH=%ProgramFiles%\nodejs;%PATH%"
if exist "%LOCALAPPDATA%\Programs\nodejs\node.exe" set "PATH=%LOCALAPPDATA%\Programs\nodejs;%PATH%"
where node >nul 2>&1
if not errorlevel 1 goto :node_found
echo [X] Node.js not found on PATH, and not in any of:
echo %ProgramFiles%\nodejs
echo %LOCALAPPDATA%\Programs\nodejs
echo.
echo Install Node 22 LTS from https://nodejs.org/ then re-run.
echo If you JUST installed it, open a NEW Command Prompt first.
goto :fail
:node_found
for /f "tokens=* usebackq" %%v in (`node -p "process.versions.node"`) do set "NODEVER=%%v"
for /f "tokens=1 delims=." %%m in ("%NODEVER%") do set "NODEMAJOR=%%m"
echo [ok] node v%NODEVER%
REM better-sqlite3 ships prebuilt binaries only for released Node ABIs. On a
REM newer major it falls back to node-gyp, which needs Visual Studio Build
REM Tools - a long, confusing failure if it is not installed.
if %NODEMAJOR% GEQ 23 goto :node_warn
goto :node_ok
:node_warn
echo.
echo [!] Node %NODEMAJOR% is newer than better-sqlite3's prebuilt binaries.
echo Install may try to compile from source and fail without Visual
echo Studio Build Tools. Node 22 LTS is the safe choice here.
echo.
set "GOON="
set /p "GOON= Continue anyway? [y/N] "
if /i not "%GOON%"=="y" goto :fail
:node_ok
REM ------------------------------------------------------------------- python
REM Only the clicker needs Python; the dashboard runs without it.
REM
REM Detection is deliberately "run it and see" rather than `where python`:
REM Windows ships a stub python.exe in WindowsApps that only opens the Microsoft
REM Store. `where` finds it, running it does nothing useful. Asking it to print
REM its major version separates a real interpreter from the stub. The py
REM launcher is preferred when present - it is not shadowed by the stub.
:py_probe
set "PYCMD="
for /f "tokens=*" %%v in ('py -3 -c "import sys;print(sys.version_info[0])" 2^>nul') do if "%%v"=="3" set "PYCMD=py -3"
if not defined PYCMD for /f "tokens=*" %%v in ('python -c "import sys;print(sys.version_info[0])" 2^>nul') do if "%%v"=="3" set "PYCMD=python"
if defined PYCMD goto :py_found
if "%PY_TRIED%"=="1" goto :py_skip
where winget >nul 2>&1
if errorlevel 1 goto :py_skip
echo.
echo [--] Python is not installed ^(needed only for the clicker^).
set "DOIT="
set /p "DOIT= Install Python 3.12 now with winget? [Y/n] "
if /i "%DOIT%"=="n" goto :py_skip
set "PY_TRIED=1"
echo Installing Python ^(a UAC prompt may appear^)...
winget install --id Python.Python.3.12 -e --source winget --accept-source-agreements --accept-package-agreements --silent
goto :py_probe
:py_skip
echo [--] python not found - the dashboard will still work.
echo Needed only for the clicker ^(clicker\runner.py^).
goto :py_end
:py_found
for /f "tokens=*" %%v in ('%PYCMD% -c "import sys;print(sys.version.split()[0])" 2^>nul') do set "PYVER=%%v"
echo [ok] python %PYVER% ^(via "%PYCMD%"^)
:py_end
REM ------------------------------------------------------------------- prompts
echo.
set "MASTER_URL="
set /p "MASTER_URL= Master dashboard URL [%DEFAULT_MASTER%]: "
if "%MASTER_URL%"=="" set "MASTER_URL=%DEFAULT_MASTER%"
set "INSTANCE="
set /p "INSTANCE= Instance name [%COMPUTERNAME%]: "
if "%INSTANCE%"=="" set "INSTANCE=%COMPUTERNAME%"
echo.
echo Installing to: %TARGET%
echo.
REM -------------------------------------------------------------- clone / pull
REM The branch is named explicitly throughout. A bare `git clone` follows the
REM remote's default branch, which is not necessarily master - and an existing
REM checkout may be sitting on a stale branch from before that was corrected.
if exist "%TARGET%\.git" goto :repo_update
echo [1/6] Cloning %REPO_URL% ...
git clone --branch master "%REPO_URL%" "%TARGET%"
if errorlevel 1 goto :clone_failed
goto :repo_ready
:clone_failed
echo [X] Clone failed. Check network access to git.juicerroom.com.
goto :fail
:repo_update
echo [1/6] Existing checkout found - switching to master and pulling...
pushd "%TARGET%"
git fetch origin
if errorlevel 1 goto :pull_failed
git checkout master
if errorlevel 1 goto :pull_failed
git pull --ff-only origin master
if errorlevel 1 goto :pull_failed
popd
goto :repo_ready
:pull_failed
popd
echo [X] Could not update the checkout. If you have local changes, either
echo commit them or delete this folder and re-run to clone fresh:
echo %TARGET%
goto :fail
:repo_ready
pushd "%TARGET%"
REM ------------------------------------------------------------------- install
echo.
echo [2/6] Installing npm dependencies ^(this takes a few minutes^)...
REM playwright is declared but unreferenced anywhere in the source; skipping its
REM browser download saves several hundred MB and a lot of time.
set "PLAYWRIGHT_SKIP_BROWSER_DOWNLOAD=1"
call npm install
if errorlevel 1 (
echo.
echo [X] npm install failed.
echo If the error mentions node-gyp, MSBuild, or better_sqlite3.cpp,
echo the native module could not find a prebuilt binary. Either switch
echo to Node 22 LTS, or install "Desktop development with C++" from the
echo Visual Studio Build Tools installer.
popd
goto :fail
)
REM --------------------------------------------------------------------- build
echo.
echo [3/6] Building...
call npm run build
if errorlevel 1 (
echo [X] Build failed.
popd
goto :fail
)
REM ------------------------------------------------------------------ settings
echo.
echo [4/6] Writing instance settings...
node scripts\seed-settings.js "%MASTER_URL%" "%INSTANCE%"
if errorlevel 1 (
echo [X] Could not write settings to autotrader.sqlite.
popd
goto :fail
)
REM Record the interpreter resolved above. The Node helpers read this rather
REM than repeating the Store-stub detection in a second language.
if defined PYCMD echo %PYCMD%> scripts\.python-cmd
REM ------------------------------------------------------ python deps (option)
echo.
if not defined PYCMD goto :deps_skip
echo [5/6] Installing clicker Python dependencies...
REM requirements.txt guards its pyobjc entries with sys_platform == "darwin",
REM so on Windows this resolves to pyautogui and its wheels only.
%PYCMD% -m pip install --upgrade --quiet --disable-pip-version-check pip
%PYCMD% -m pip install --quiet --disable-pip-version-check -r clicker\requirements.txt
if errorlevel 1 goto :deps_failed
%PYCMD% -c "import pyautogui" 2>nul
if errorlevel 1 goto :deps_failed
echo pyautogui imports cleanly.
goto :deps_done
:deps_failed
echo [!] Python dependency install failed - the dashboard still works,
echo the clicker will not. Retry by hand with:
echo %PYCMD% -m pip install -r clicker\requirements.txt
goto :deps_done
:deps_skip
echo [5/6] Skipping Python dependencies ^(python not found^).
:deps_done
REM ------------------------------------------------------------- autostart
REM Prompted, not automatic: turning a trading PC into something that rebuilds
REM and restarts itself on every push to master should be a decision.
echo.
echo [6/6] Auto-start and auto-update
echo Starts AutoFirmer and the clicker at logon, and checks master every
echo 5 minutes - rebuilding and restarting when it moves. A failed build
echo is never deployed.
set "DOAUTO="
set /p "DOAUTO= Set this up now? [Y/n] "
if /i "%DOAUTO%"=="n" goto :autostart_skipped
REM -ExecutionPolicy Bypass applies to this invocation only; nothing machine-wide
REM changes. No elevation is needed for a per-user scheduled task.
powershell -NoProfile -ExecutionPolicy Bypass -File "%TARGET%\scripts\install-autostart.ps1"
if errorlevel 1 (
echo [!] Auto-start setup failed. AutoFirmer still works - start it with
echo start-autofirmer.bat, and re-run this script to try again.
set "AUTOSTART=0"
) else (
set "AUTOSTART=1"
)
goto :autostart_done
:autostart_skipped
echo Skipped. Run scripts\install-autostart.ps1 later to enable it.
set "AUTOSTART=0"
:autostart_done
REM ---------------------------------------------------------------- start file
> "%~dp0start-autofirmer.bat" (
echo @echo off
echo title AutoFirmer - %INSTANCE%
echo cd /d "%TARGET%"
echo echo Dashboard starting on http://localhost:3000
echo call npm run start
echo pause
)
popd
echo.
echo ============================================
echo Done.
echo ============================================
echo.
echo Instance name : %INSTANCE%
echo Reporting to : %MASTER_URL%
echo Installed in : %TARGET%
echo.
echo Dashboard at : http://localhost:3000
echo.
if "%AUTOSTART%"=="1" goto :summary_auto
echo Start it with : start-autofirmer.bat
echo Clicker : python clicker\runner.py
goto :summary_manual
:summary_auto
echo Running now, and again at every logon ^(PM2^).
echo Updates : master is checked every 5 min; see scripts\update.log
echo Handy : pm2 list ^| pm2 logs autofirmer ^| pm2 logs clicker
:summary_manual
echo.
echo Still manual:
echo - Load the Chrome extension: chrome://extensions, enable Developer
echo mode, "Load unpacked", select %TARGET%\extension
echo ^(an update cannot reload it for you - the dashboard warns when
echo the extension or runner is behind^)
echo - Add your firm credentials on the dashboard's Settings page
echo.
pause
exit /b 0
:fail
echo.
echo Setup did not complete.
echo.
pause
exit /b 1