autofirmer-expanded/lib/clients.ts

import { TradovateClient } from './tradovate-class';
import { getInstruments } from './db';
import { getTradableFirms, startCatalogSync } from './firm-catalog';
import { resolveFirmAssignments } from './account-type-resolver';
import { resolveContracts } from './contract-resolver';
import { startReporter, sendReport } from './reporter';
import { startMasterLink } from './master-link';
import { resumeSchedulerIfPersisted } from './auto-trade';

// Use global to persist the client pool across HMR reloads in dev mode.
// Keyed by the master's firm id, which is a uuid string.
const g = global as typeof globalThis & {
    __tradovateClients?: Map<string, TradovateClient>;
    __tradovateClientsInitialized?: boolean;
    __tradovateClientCreds?: Map<string, string>;
    __contractResolverTimer?: ReturnType<typeof setInterval>;
};

function ensureMap(): Map<string, TradovateClient> {
    if (!g.__tradovateClients) {
        g.__tradovateClients = new Map();
    }
    return g.__tradovateClients;
}

/** Tracks which credentials each live client was built with, so a password
 *  change can be noticed and the client rebuilt. */
function credsMap(): Map<string, string> {
    if (!g.__tradovateClientCreds) g.__tradovateClientCreds = new Map();
    return g.__tradovateClientCreds;
}

export function initClient(id: string, username: string, password: string, firmName: string): TradovateClient {
    const map = ensureMap();
    const client = new TradovateClient(username, password, async () => {
        console.log(`[${firmName}] sync complete — ${client.accountList.length} account(s)`);
        // Every sync is a chance to bind accounts whose funding history has
        // finally arrived. The first pass can already resolve untraded accounts
        // from their exact cash balance; traded ones wait for the separate
        // reports fetch that produces fund transactions.
        try {
            const counts = resolveFirmAssignments(id, client);
            console.log(
                `[resolver] ${firmName}: ${counts.assigned} assigned, `
                + `${counts.unassigned} unassigned, ${counts.manual} manual`,
            );
        } catch (err) {
            console.error(`[resolver] ${firmName} failed`, err);
        }
    });
    map.set(id, client);
    credsMap().set(id, `${username}${password}`);
    return client;
}

export function removeClient(id: string): void {
    const client = ensureMap().get(id);
    client?.disconnect();
    ensureMap().delete(id);
    credsMap().delete(id);
}

/** Disconnect all clients and clear the pool so they are recreated on next getClients() call. */
export function resetClients(): void {
    const map = g.__tradovateClients;
    if (map) {
        for (const client of map.values()) {
            try { client.disconnect(); } catch { /* ignore */ }
        }
    }
    g.__tradovateClients = undefined;
    g.__tradovateClientCreds = undefined;
    g.__tradovateClientsInitialized = false;
}

/**
 * Brings the client pool in line with the catalog and the stored credentials.
 *
 * Called at boot, whenever credentials are saved, and after the catalog
 * changes — a firm can appear, disappear, or have its password corrected long
 * after startup, none of which the old one-shot initialization could handle.
 */
export function reconcileClients(): void {
    const map = ensureMap();
    const firms = getTradableFirms();
    const wanted = new Set(firms.map((f) => f.id));

    // Firms removed on the master, or whose credentials were cleared.
    for (const id of [...map.keys()]) {
        if (!wanted.has(id)) {
            console.log(`[clients] dropping client for firm ${id} — no longer tradable`);
            removeClient(id);
        }
    }

    for (const firm of firms) {
        const signature = `${firm.username}${firm.password}`;
        const existing = map.get(firm.id);
        if (existing) {
            if (credsMap().get(firm.id) === signature) continue;
            console.log(`[clients] credentials changed for ${firm.name} — reconnecting`);
            removeClient(firm.id);
        }
        console.log(`[clients] starting client for ${firm.name}`);
        initClient(firm.id, firm.username, firm.password, firm.name);
    }
}

export function getClients(): Map<string, TradovateClient> {
    const map = ensureMap();
    if (!g.__tradovateClientsInitialized) {
        g.__tradovateClientsInitialized = true;
        try {
            // Pull the catalog before anything else — without it there are no
            // firms to start clients for. Subsequent changes re-reconcile and
            // re-resolve, so a new account type picks up accounts that were
            // sitting Unassigned without waiting for a Tradovate sync.
            startCatalogSync(() => {
                reconcileClients();
                for (const [firmId, client] of ensureMap()) {
                    try {
                        resolveFirmAssignments(firmId, client);
                    } catch (err) {
                        console.error(`[resolver] re-resolve failed for ${firmId}`, err);
                    }
                }
            });

            reconcileClients();
            console.log(`[clients] Initialized ${map.size} Tradovate client(s)`);

            // Auto-resolve contracts after clients have time to authenticate
            setTimeout(() => triggerContractResolve(), 15_000);

            // Schedule daily resolve at midnight
            scheduleDailyResolve();

            // Start master dashboard reporter
            startReporter();

            // ...and the socket it prefers to report over, which is also how
            // the master triggers trades and AutoBuyer runs here.
            startMasterLink(() => { void sendReport(); });

            // Pick the auto-trade schedule back up if it was running before restart
            resumeSchedulerIfPersisted();
        } catch (err) {
            console.error('[clients] Failed to initialize clients', err);
        }
    }
    return map;
}

// ── Contract auto-resolve ────────────────────────────────────────────────────

function triggerContractResolve(): void {
    const map = ensureMap();
    // Find first client with a valid access token
    let accessToken: string | null = null;
    for (const [, c] of map) {
        const token = (c as any).accessInfo?.accessToken;
        if (token) { accessToken = token; break; }
    }
    if (!accessToken) {
        console.log('[contract-resolver] No authenticated client yet — skipping resolve');
        return;
    }

    const symbols = getInstruments().filter((i) => i.enabled).map((i) => i.symbol);
    console.log(`[contract-resolver] Resolving ${symbols.length} instruments...`);
    resolveContracts(symbols, accessToken)
        .then((results) => {
            const rolled = Object.entries(results).filter(([, v]) => v?.alternative);
            console.log(`[contract-resolver] Done — ${rolled.length} contract(s) rolled via price match`);
        })
        .catch((err) => console.error('[contract-resolver] Resolve failed:', err));
}

function scheduleDailyResolve(): void {
    // Clear any existing timer (HMR safety)
    if (g.__contractResolverTimer) clearInterval(g.__contractResolverTimer);

    // Check every minute if it's midnight (00:00)
    g.__contractResolverTimer = setInterval(() => {
        const now = new Date();
        if (now.getHours() === 0 && now.getMinutes() === 0) {
            console.log('[contract-resolver] Midnight resolve triggered');
            triggerContractResolve();
        }
    }, 60_000);
}