@
R5: CongressTrading als Strategie (Signal -> ExecutionService) + Positionen im Modul-Fenster
- CongressTradingStrategy: neuer Scrape-Trade -> TradeSignal (buy/sell-Mapping, sonst ignoriert)
-> Core-IExecutionService; CongressScrapeWorker ruft sie je neuem Trade (try/catch-isoliert)
- Modul-Fenster: offene Positionen des Moduls via IPortfolioService.GetPositionsAsync("CT")
- Tests: CongressTradingStrategy (Mapping/Ausfuehrung, gemockter ExecutionService) -> 51/51 gruen
- Handel bleibt sicher aus (TradingEnabled=false + NullBrokerClient), bis Broker+Freigabe
- Build + smoke-ui + App-Start ok
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
@
This commit is contained in:
@@ -2,6 +2,7 @@ using IBKRTrader.Core.Configuration;
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using IBKRTrader.Core.DependencyInjection;
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using IBKRTrader.Core.Logging;
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using IBKRTrader.Core.Modularity;
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using IBKRTrader.Core.Trading;
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using IBKRTrader.Core.Workers;
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using IBKRTrader.Modules.CongressTrading.Database;
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using IBKRTrader.Modules.CongressTrading.Persistence.Ef;
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@@ -34,6 +35,7 @@ public sealed class CongressTradingModule : IModule
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services.AddSingleton<CongressRepository>();
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services.AddSingleton<CapitolTradesScraper>();
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services.AddSingleton<Strategy.CongressTradingStrategy>();
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services.AddSingleton<CongressHistoryImportWorker>();
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services.AddSingleton<CongressScrapeWorker>();
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@@ -57,6 +59,7 @@ public sealed class CongressTradingModule : IModule
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CreateForm = () => new CongressTradingForm(
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services.GetRequiredService<CongressRepository>(),
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services.GetRequiredService<WorkerEngine>(),
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services.GetRequiredService<IPortfolioService>(),
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services.GetRequiredService<LoggingService>())
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});
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}
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@@ -0,0 +1,50 @@
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using IBKRTrader.Core.Logging;
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using IBKRTrader.Core.Trading;
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using IBKRTrader.Modules.CongressTrading.Models;
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namespace IBKRTrader.Modules.CongressTrading.Strategy;
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/// <summary>
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/// Strategie des CongressTrading-Moduls: wandelt einen neu gescrapten Kongress-Trade in ein
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/// <see cref="TradeSignal"/> um und übergibt es dem Core-<see cref="IExecutionService"/>.
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/// Risiko, Kurs, Order und Buchung macht der Core – das Modul liefert nur die Absicht.
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/// </summary>
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public class CongressTradingStrategy
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{
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private readonly IExecutionService _execution;
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private readonly LoggingService _logger;
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public CongressTradingStrategy(IExecutionService execution, LoggingService logger)
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{
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_execution = execution;
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_logger = logger;
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}
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/// <summary>Verarbeitet einen neuen Trade: erzeugt ggf. ein Signal und führt es aus.</summary>
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public async Task HandleNewTradeAsync(CongressTrade trade, CancellationToken ct = default)
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{
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var side = MapSide(trade.TradeType);
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if (side is null || string.IsNullOrWhiteSpace(trade.Ticker))
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return; // z. B. "exchange"/"receive" oder kein Ticker → kein Handel
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var signal = new TradeSignal
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{
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Symbol = trade.Ticker,
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Side = side.Value,
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SourceModule = CongressTradingModule.LogTag,
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Reason = $"Kongress-{trade.TradeType}: {trade.MemberBioId} / {trade.IssuerName}"
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};
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var result = await _execution.ExecuteAsync(signal, ct);
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_logger.Info(CongressTradingModule.LogTag,
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$"Signal {signal.Side} {signal.Symbol} → {result.Action}: {result.Reason}");
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}
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/// <summary>Mappt den Kongress-Trade-Typ auf eine Handelsrichtung (buy/sell); alles andere = null.</summary>
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public static TradeSide? MapSide(string? tradeType) => (tradeType ?? "").Trim().ToLowerInvariant() switch
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{
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"buy" => TradeSide.Buy,
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"sell" => TradeSide.Sell,
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_ => null
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};
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}
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@@ -1,13 +1,13 @@
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using IBKRTrader.Core.Logging;
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using IBKRTrader.Core.Trading;
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using IBKRTrader.Core.Workers;
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using IBKRTrader.Modules.CongressTrading.Database;
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namespace IBKRTrader.Modules.CongressTrading.UI;
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/// <summary>
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/// Eigenständiges Fenster des CongressTrading-Moduls.
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/// Grundgerüst mit DB-Kennzahlen und manuellem Scrape-Trigger.
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/// Die vollständige Trade-/Positions-Ansicht folgt in einer späteren Phase.
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/// Eigenständiges Fenster des CongressTrading-Moduls: DB-Kennzahlen, manueller Scrape-Trigger
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/// und die offenen Positionen des Moduls (aus dem Core-Portfolio).
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/// </summary>
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public sealed class CongressTradingForm : Form
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{
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@@ -15,6 +15,7 @@ public sealed class CongressTradingForm : Form
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private readonly CongressRepository _repo;
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private readonly WorkerEngine _engine;
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private readonly IPortfolioService _portfolio;
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private readonly LoggingService _logger;
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private readonly Label _lblTrades = new() { AutoSize = true, Location = new Point(20, 70) };
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@@ -23,11 +24,22 @@ public sealed class CongressTradingForm : Form
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private readonly Button _btnScrape = new() { Text = "Scrape jetzt", Location = new Point(170, 140), Width = 140 };
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private readonly Label _lblStatus = new() { AutoSize = true, Location = new Point(20, 185), ForeColor = SystemColors.GrayText };
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public CongressTradingForm(CongressRepository repo, WorkerEngine engine, LoggingService logger)
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private readonly DataGridView _positions = new()
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{
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_repo = repo;
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_engine = engine;
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_logger = logger;
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Location = new Point(20, 250),
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Anchor = AnchorStyles.Top | AnchorStyles.Bottom | AnchorStyles.Left | AnchorStyles.Right,
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ReadOnly = true,
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AllowUserToAddRows = false,
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RowHeadersVisible = false,
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AutoSizeColumnsMode = DataGridViewAutoSizeColumnsMode.Fill
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};
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public CongressTradingForm(CongressRepository repo, WorkerEngine engine, IPortfolioService portfolio, LoggingService logger)
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{
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_repo = repo;
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_engine = engine;
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_portfolio = portfolio;
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_logger = logger;
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Text = "Congress Trading [CT]";
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Width = 900;
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@@ -47,14 +59,15 @@ public sealed class CongressTradingForm : Form
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AutoSize = true
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};
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var hint = new Label
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var posLabel = new Label
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{
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Text = "Vollständige Trade- und Positions-Ansicht folgt in Phase 4.",
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Location = new Point(20, 230),
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AutoSize = true,
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ForeColor = SystemColors.GrayText
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Text = "Offene Positionen (Modul CT):",
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Location = new Point(20, 225),
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AutoSize = true
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};
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_positions.Size = new Size(ClientSize.Width - 40, ClientSize.Height - 270);
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_btnRefresh.Click += async (_, _) => await RefreshStatsAsync();
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_btnScrape.Click += async (_, _) => await TriggerScrapeAsync();
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@@ -64,7 +77,8 @@ public sealed class CongressTradingForm : Form
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Controls.Add(_btnRefresh);
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Controls.Add(_btnScrape);
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Controls.Add(_lblStatus);
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Controls.Add(hint);
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Controls.Add(posLabel);
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Controls.Add(_positions);
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}
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protected override async void OnShown(EventArgs e)
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@@ -81,6 +95,12 @@ public sealed class CongressTradingForm : Form
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var members = await _repo.GetMemberCountAsync();
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_lblTrades.Text = $"Trades in DB: {trades:N0}";
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_lblMembers.Text = $"Mitglieder in DB: {members:N0}";
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var positions = await _portfolio.GetPositionsAsync(CongressTradingModule.LogTag);
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_positions.DataSource = positions
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.Select(p => new { p.Symbol, Stück = p.Quantity, Ø_Kurs = p.AvgPrice, Wert = p.Notional })
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.ToList();
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_lblStatus.Text = $"Aktualisiert: {DateTime.Now:HH:mm:ss}";
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}
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catch (Exception ex)
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@@ -4,6 +4,7 @@ using IBKRTrader.Core.Logging;
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using IBKRTrader.Core.Settings;
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using IBKRTrader.Modules.CongressTrading.Database;
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using IBKRTrader.Modules.CongressTrading.Scraper;
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using IBKRTrader.Modules.CongressTrading.Strategy;
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using IBKRTrader.Core.Workers;
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namespace IBKRTrader.Modules.CongressTrading.Workers;
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@@ -15,8 +16,9 @@ namespace IBKRTrader.Modules.CongressTrading.Workers;
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/// </summary>
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public class CongressScrapeWorker : WorkerBase
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{
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private readonly CapitolTradesScraper _scraper;
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private readonly CongressRepository _repo;
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private readonly CapitolTradesScraper _scraper;
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private readonly CongressRepository _repo;
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private readonly CongressTradingStrategy _strategy;
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public override string Name => "CT-ScrapeWorker";
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public override string Module => "CT";
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@@ -25,15 +27,17 @@ public class CongressScrapeWorker : WorkerBase
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protected override TimeSpan? Interval => TimeSpan.FromMinutes(30);
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public CongressScrapeWorker(
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LoggingService logger,
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IDbContextFactory<CoreDbContext> db,
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CapitolTradesScraper scraper,
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CongressRepository repo,
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SettingsService settings)
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LoggingService logger,
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IDbContextFactory<CoreDbContext> db,
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CapitolTradesScraper scraper,
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CongressRepository repo,
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CongressTradingStrategy strategy,
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SettingsService settings)
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: base(logger, db)
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{
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_scraper = scraper;
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_repo = repo;
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_scraper = scraper;
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_repo = repo;
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_strategy = strategy;
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}
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protected override async Task ExecuteAsync(CancellationToken ct)
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@@ -74,6 +78,10 @@ public class CongressScrapeWorker : WorkerBase
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Logger.Info(Module,
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$" + {trade.IssuerName} ({trade.TradeType}) [{trade.Ticker}] von {trade.MemberBioId}");
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newTrades++;
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// Strategie: neuer Trade → Signal an den Core-ExecutionService (Trading-Gate/Broker entscheiden).
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try { await _strategy.HandleNewTradeAsync(trade, ct); }
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catch (Exception ex) { Logger.Error(Module, $"Strategie-Fehler für {trade.Ticker}: {ex.Message}", ex); }
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}
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var summary = $"{newTrades} neue Trades, {newMembers} neue Mitglieder";
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