autofirmer-expanded/lib/reporter.ts

/**
 * Reporter module — pushes aggregated state to the master dashboard.
 *
 * Every 30 seconds, collects firm-level stats + scheduler state and sends them
 * to the configured master_dashboard_url. Silently skips if not configured.
 *
 * Two transports, in that order of preference: the control WebSocket in
 * `master-link.ts` when it is up, and the original POST /api/report when it is
 * not. The socket already exists for commands, so reusing it saves a request
 * per tick — but a master on an older build has no socket to offer, and the
 * POST keeps those working unchanged.
 */

import { getSetting } from './db';
import { pushReport } from './master-link';
import { getClients } from './clients';
import { getTradableFirms } from './firm-catalog';
import { getAccountConfig } from './account-type-resolver';
import { getSchedulerStatus } from './auto-trade';
import { computeDayPlan, currentTradeDateCT, LEG_COMPLETION_EPSILON } from './trading-logic';
import type { AccountTypeStats } from './master-protocol';

function collectFirmStats() {
    // Only firms this machine has credentials for. A firm it cannot log into
    // has nothing to say about, and reporting it as zero accounts would fill
    // the master's table with rows for firms it does not run.
    const firms = getTradableFirms();
    const clients = getClients();

    return firms.map((f) => {
        const client = clients.get(f.id);
        if (!client || client.accountList.length === 0) {
            return { firm: f.name, totalAccounts: 0, accountsTraded: 0, inTrade: 0, accountTypes: [] };
        }

        let totalAccounts = 0;
        let accountsTraded = 0;
        let inTrade = 0;

        // Per account type, so the master can say what the accounts still to
        // trade actually are. Keyed by account type id; unassigned accounts
        // share the null bucket — they inflate "left to trade" indefinitely,
        // which is precisely the thing worth being able to see.
        const byType = new Map<string | null, AccountTypeStats>();
        const bucket = (cfg: { id: string; label: string; accountSize: number } | null): AccountTypeStats => {
            const key = cfg?.id ?? null;
            let entry = byType.get(key);
            if (!entry) {
                entry = {
                    accountTypeId: key,
                    label: cfg?.label ?? 'Unassigned',
                    accountSize: cfg?.accountSize ?? 0,
                    totalAccounts: 0,
                    accountsTraded: 0,
                    inTrade: 0,
                };
                byType.set(key, entry);
            }
            return entry;
        };

        for (const acc of client.accountList) {
            const cash = client.accountCashBalances[acc.id] ?? { amount: 0, realizedPnL: 0 };
            const autoLiqThreshold = client.autoLiqThresholds[acc.id] ?? 0;
            const isDead = autoLiqThreshold > 0 && cash.amount <= autoLiqThreshold;
            if (isDead) continue;

            const cfg = getAccountConfig(acc.id).accountType;
            const slice = bucket(cfg);

            totalAccounts++;
            slice.totalAccounts++;

            if (client.positions[acc.id]) {
                inTrade++;
                accountsTraded++;
                slice.inTrade++;
                slice.accountsTraded++;
                continue;
            }

            // Check if target was hit today
            if (cfg) {
                const dailyPnL = client.dailyPnL[acc.id] ?? [];
                const equityProfit = cash.amount - cfg.accountSize;
                const plan = computeDayPlan(
                    acc.id, currentTradeDateCT(), cfg.profitTarget, cfg.consistency,
                    dailyPnL, cfg.minDayPnL, cfg.minTradingDays, equityProfit, cash.realizedPnL
                );
                const targetHit = !plan ? false :
                    ((plan.dayTarget === 0 && Math.abs(cash.realizedPnL) > 0 && (client.daysTraded[acc.id] ?? 0) <= cfg.minTradingDays) ||
                    (cash.realizedPnL > 0 && plan.remainingToday <= LEG_COMPLETION_EPSILON));

                if (targetHit || cash.realizedPnL !== 0) {
                    accountsTraded++;
                    slice.accountsTraded++;
                }
            }
        }

        // Biggest shortfall first — the account types with the most left to do
        // are the ones worth reading, and Unassigned sinks to the bottom only
        // when it is genuinely small.
        const accountTypes = [...byType.values()].sort((a, b) =>
            (b.totalAccounts - b.accountsTraded) - (a.totalAccounts - a.accountsTraded)
            || a.label.localeCompare(b.label));

        return { firm: f.name, totalAccounts, accountsTraded, inTrade, accountTypes };
    });
}

// HMR-safe global to avoid duplicate intervals
const _g = globalThis as typeof globalThis & { __reporterInterval?: ReturnType<typeof setInterval> };

/**
 * Collect and send one report. Exported so the control link can fire an
 * off-cycle one the moment a command has changed something — waiting up to 30s
 * to see whether your own button worked is the wrong feedback loop.
 */
export async function sendReport(): Promise<void> {
    const url = getSetting('master_dashboard_url');
    const instanceName = getSetting('instance_name');

    if (!url || !instanceName) return;

    try {
        const firms = collectFirmStats();
        const scheduler = getSchedulerStatus();

        if (pushReport(firms, scheduler)) return;

        await fetch(new URL('/api/report', url), {
            method: 'POST',
            headers: { 'Content-Type': 'application/json' },
            body: JSON.stringify({
                instance: instanceName,
                // Same identity the socket hello carries, so a rename resolves
                // to the same person whichever transport the report takes.
                id: getSetting('instance_id') || undefined,
                firms,
                scheduler,
            }),
        });
    } catch {
        // Master might be down — silently continue
    }
}

export function startReporter() {
    if (_g.__reporterInterval) {
        clearInterval(_g.__reporterInterval);
    }

    _g.__reporterInterval = setInterval(sendReport, 30_000);

    // Fire first report after a short delay to let clients sync
    setTimeout(sendReport, 10_000);

    console.log('[reporter] started — reporting every 30s');
}