@

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>
@

docs/ARCHITECTURE.md

@@ -107,9 +107,12 @@ Pin `new MariaDbServerVersion(new Version(11, 8, 6))`. Verbindung aus `appsettin
 - [x] `LauncherForm` startet/stoppt keine Worker mehr; Build + 43/43 Tests + smoke-ui + App-Start grün
 - Hinweis: Trading-Kern (Risk/Execution/Portfolio/Broker) wurde bereits in Phase 3 gebaut und in R3 auf EF gehoben
 
-### R5 – CongressTrading als vollständige Strategie
+### R5 – CongressTrading als vollständige Strategie ✅
-- [ ] Scraper/Jobs → `IHostedService`; Signal → `ExecutionService`
+- [x] `CongressTradingStrategy`: neuer Scrape-Trade → `TradeSignal` (buy/sell-Mapping) → Core-`IExecutionService`
-- [ ] Modul-View (Tabs) via `RegisterUi`
+- [x] `CongressScrapeWorker` ruft die Strategie je neuem Trade auf (per try/catch isoliert)
+- [x] Modul-Fenster zeigt offene Positionen (`IPortfolioService.GetPositionsAsync("CT")`)
+- [x] **8 neue Tests** (Signal-Mapping/Ausführung, gemockter ExecutionService) → 51/51 grün
+- Hinweis: Handel bleibt durch Trading-Gate (`TradingEnabled=false`) + `NullBrokerClient` sicher aus, bis echter Broker + Freigabe
 
 ### R6 – Sicherheit + Config-Härtung
 - [ ] `SecretProtection` (Master-Key, AES-256-GCM at-rest), TLS-Warnung

src/IBKRTrader.Modules.CongressTrading/CongressTradingModule.cs

@@ -2,6 +2,7 @@ using IBKRTrader.Core.Configuration;
 using IBKRTrader.Core.DependencyInjection;
 using IBKRTrader.Core.Logging;
 using IBKRTrader.Core.Modularity;
+using IBKRTrader.Core.Trading;
 using IBKRTrader.Core.Workers;
 using IBKRTrader.Modules.CongressTrading.Database;
 using IBKRTrader.Modules.CongressTrading.Persistence.Ef;
@@ -34,6 +35,7 @@ public sealed class CongressTradingModule : IModule
 
         services.AddSingleton<CongressRepository>();
         services.AddSingleton<CapitolTradesScraper>();
+        services.AddSingleton<Strategy.CongressTradingStrategy>();
 
         services.AddSingleton<CongressHistoryImportWorker>();
         services.AddSingleton<CongressScrapeWorker>();
@@ -57,6 +59,7 @@ public sealed class CongressTradingModule : IModule
             CreateForm = () => new CongressTradingForm(
                 services.GetRequiredService<CongressRepository>(),
                 services.GetRequiredService<WorkerEngine>(),
+                services.GetRequiredService<IPortfolioService>(),
                 services.GetRequiredService<LoggingService>())
         });
     }

src/IBKRTrader.Modules.CongressTrading/Strategy/CongressTradingStrategy.cs

@@ -0,0 +1,50 @@
+using IBKRTrader.Core.Logging;
+using IBKRTrader.Core.Trading;
+using IBKRTrader.Modules.CongressTrading.Models;
+
+namespace IBKRTrader.Modules.CongressTrading.Strategy;
+
+/// <summary>
+/// Strategie des CongressTrading-Moduls: wandelt einen neu gescrapten Kongress-Trade in ein
+/// <see cref="TradeSignal"/> um und übergibt es dem Core-<see cref="IExecutionService"/>.
+/// Risiko, Kurs, Order und Buchung macht der Core – das Modul liefert nur die Absicht.
+/// </summary>
+public class CongressTradingStrategy
+{
+    private readonly IExecutionService _execution;
+    private readonly LoggingService    _logger;
+
+    public CongressTradingStrategy(IExecutionService execution, LoggingService logger)
+    {
+        _execution = execution;
+        _logger    = logger;
+    }
+
+    /// <summary>Verarbeitet einen neuen Trade: erzeugt ggf. ein Signal und führt es aus.</summary>
+    public async Task HandleNewTradeAsync(CongressTrade trade, CancellationToken ct = default)
+    {
+        var side = MapSide(trade.TradeType);
+        if (side is null || string.IsNullOrWhiteSpace(trade.Ticker))
+            return;   // z. B. "exchange"/"receive" oder kein Ticker → kein Handel
+
+        var signal = new TradeSignal
+        {
+            Symbol       = trade.Ticker,
+            Side         = side.Value,
+            SourceModule = CongressTradingModule.LogTag,
+            Reason       = $"Kongress-{trade.TradeType}: {trade.MemberBioId} / {trade.IssuerName}"
+        };
+
+        var result = await _execution.ExecuteAsync(signal, ct);
+        _logger.Info(CongressTradingModule.LogTag,
+            $"Signal {signal.Side} {signal.Symbol} → {result.Action}: {result.Reason}");
+    }
+
+    /// <summary>Mappt den Kongress-Trade-Typ auf eine Handelsrichtung (buy/sell); alles andere = null.</summary>
+    public static TradeSide? MapSide(string? tradeType) => (tradeType ?? "").Trim().ToLowerInvariant() switch
+    {
+        "buy"  => TradeSide.Buy,
+        "sell" => TradeSide.Sell,
+        _      => null
+    };
+}

src/IBKRTrader.Modules.CongressTrading/UI/CongressTradingForm.cs

@@ -1,13 +1,13 @@
 using IBKRTrader.Core.Logging;
+using IBKRTrader.Core.Trading;
 using IBKRTrader.Core.Workers;
 using IBKRTrader.Modules.CongressTrading.Database;
 
 namespace IBKRTrader.Modules.CongressTrading.UI;
 
 /// <summary>
-/// Eigenständiges Fenster des CongressTrading-Moduls.
+/// Eigenständiges Fenster des CongressTrading-Moduls: DB-Kennzahlen, manueller Scrape-Trigger
-/// Grundgerüst mit DB-Kennzahlen und manuellem Scrape-Trigger.
+/// und die offenen Positionen des Moduls (aus dem Core-Portfolio).
-/// Die vollständige Trade-/Positions-Ansicht folgt in einer späteren Phase.
 /// </summary>
 public sealed class CongressTradingForm : Form
 {
@@ -15,6 +15,7 @@ public sealed class CongressTradingForm : Form
 
     private readonly CongressRepository _repo;
     private readonly WorkerEngine       _engine;
+    private readonly IPortfolioService  _portfolio;
     private readonly LoggingService     _logger;
 
     private readonly Label  _lblTrades  = new() { AutoSize = true, Location = new Point(20, 70) };
@@ -23,10 +24,21 @@ public sealed class CongressTradingForm : Form
     private readonly Button _btnScrape  = new() { Text = "Scrape jetzt",  Location = new Point(170, 140), Width = 140 };
     private readonly Label  _lblStatus  = new() { AutoSize = true, Location = new Point(20, 185), ForeColor = SystemColors.GrayText };
 
-    public CongressTradingForm(CongressRepository repo, WorkerEngine engine, LoggingService logger)
+    private readonly DataGridView _positions = new()
+    {
+        Location            = new Point(20, 250),
+        Anchor              = AnchorStyles.Top | AnchorStyles.Bottom | AnchorStyles.Left | AnchorStyles.Right,
+        ReadOnly            = true,
+        AllowUserToAddRows  = false,
+        RowHeadersVisible   = false,
+        AutoSizeColumnsMode = DataGridViewAutoSizeColumnsMode.Fill
+    };
+
+    public CongressTradingForm(CongressRepository repo, WorkerEngine engine, IPortfolioService portfolio, LoggingService logger)
     {
         _repo      = repo;
         _engine    = engine;
+        _portfolio = portfolio;
         _logger    = logger;
 
         Text          = "Congress Trading [CT]";
@@ -47,14 +59,15 @@ public sealed class CongressTradingForm : Form
             AutoSize = true
         };
 
-        var hint = new Label
+        var posLabel = new Label
         {
-            Text      = "Vollständige Trade- und Positions-Ansicht folgt in Phase 4.",
+            Text     = "Offene Positionen (Modul CT):",
-            Location  = new Point(20, 230),
+            Location = new Point(20, 225),
-            AutoSize  = true,
+            AutoSize = true
-            ForeColor = SystemColors.GrayText
         };
 
+        _positions.Size = new Size(ClientSize.Width - 40, ClientSize.Height - 270);
+
         _btnRefresh.Click += async (_, _) => await RefreshStatsAsync();
         _btnScrape.Click  += async (_, _) => await TriggerScrapeAsync();
 
@@ -64,7 +77,8 @@ public sealed class CongressTradingForm : Form
         Controls.Add(_btnRefresh);
         Controls.Add(_btnScrape);
         Controls.Add(_lblStatus);
-        Controls.Add(hint);
+        Controls.Add(posLabel);
+        Controls.Add(_positions);
     }
 
     protected override async void OnShown(EventArgs e)
@@ -81,6 +95,12 @@ public sealed class CongressTradingForm : Form
             var members = await _repo.GetMemberCountAsync();
             _lblTrades.Text  = $"Trades in DB: {trades:N0}";
             _lblMembers.Text = $"Mitglieder in DB: {members:N0}";
+
+            var positions = await _portfolio.GetPositionsAsync(CongressTradingModule.LogTag);
+            _positions.DataSource = positions
+                .Select(p => new { p.Symbol, Stück = p.Quantity, Ø_Kurs = p.AvgPrice, Wert = p.Notional })
+                .ToList();
+
             _lblStatus.Text  = $"Aktualisiert: {DateTime.Now:HH:mm:ss}";
         }
         catch (Exception ex)

src/IBKRTrader.Modules.CongressTrading/Workers/CongressScrapeWorker.cs

@@ -4,6 +4,7 @@ using IBKRTrader.Core.Logging;
 using IBKRTrader.Core.Settings;
 using IBKRTrader.Modules.CongressTrading.Database;
 using IBKRTrader.Modules.CongressTrading.Scraper;
+using IBKRTrader.Modules.CongressTrading.Strategy;
 using IBKRTrader.Core.Workers;
 
 namespace IBKRTrader.Modules.CongressTrading.Workers;
@@ -17,6 +18,7 @@ public class CongressScrapeWorker : WorkerBase
 {
     private readonly CapitolTradesScraper     _scraper;
     private readonly CongressRepository       _repo;
+    private readonly CongressTradingStrategy  _strategy;
 
     public override string     Name   => "CT-ScrapeWorker";
     public override string     Module => "CT";
@@ -29,11 +31,13 @@ public class CongressScrapeWorker : WorkerBase
         IDbContextFactory<CoreDbContext> db,
         CapitolTradesScraper             scraper,
         CongressRepository               repo,
+        CongressTradingStrategy          strategy,
         SettingsService                  settings)
         : base(logger, db)
     {
         _scraper  = scraper;
         _repo     = repo;
+        _strategy = strategy;
     }
 
     protected override async Task ExecuteAsync(CancellationToken ct)
@@ -74,6 +78,10 @@ public class CongressScrapeWorker : WorkerBase
             Logger.Info(Module,
                 $"  + {trade.IssuerName} ({trade.TradeType}) [{trade.Ticker}] von {trade.MemberBioId}");
             newTrades++;
+
+            // Strategie: neuer Trade → Signal an den Core-ExecutionService (Trading-Gate/Broker entscheiden).
+            try { await _strategy.HandleNewTradeAsync(trade, ct); }
+            catch (Exception ex) { Logger.Error(Module, $"Strategie-Fehler für {trade.Ticker}: {ex.Message}", ex); }
         }
 
         var summary = $"{newTrades} neue Trades, {newMembers} neue Mitglieder";

tests/IBKRTrader.Tests/Modules/CongressTradingStrategyTests.cs

@@ -0,0 +1,71 @@
+using FluentAssertions;
+using IBKRTrader.Core.Logging;
+using IBKRTrader.Core.Trading;
+using IBKRTrader.Modules.CongressTrading.Models;
+using IBKRTrader.Modules.CongressTrading.Strategy;
+using NSubstitute;
+
+namespace IBKRTrader.Tests.Modules;
+
+[Trait("cat", "unit")]
+public class CongressTradingStrategyTests
+{
+    private readonly IExecutionService _execution = Substitute.For<IExecutionService>();
+
+    private CongressTradingStrategy CreateSut()
+    {
+        _execution.ExecuteAsync(Arg.Any<TradeSignal>(), Arg.Any<CancellationToken>())
+                  .Returns(Task.FromResult(ExecutionResult.Skip("test")));
+        return new CongressTradingStrategy(_execution, new LoggingService());
+    }
+
+    private static CongressTrade Trade(string type, string ticker = "AAPL") =>
+        new() { TradeId = "T1", MemberBioId = "W1", IssuerName = "Apple", Ticker = ticker, TradeType = type };
+
+    [Theory]
+    [InlineData("buy", TradeSide.Buy)]
+    [InlineData("BUY", TradeSide.Buy)]
+    [InlineData("sell", TradeSide.Sell)]
+    public async Task NewTrade_EmitsSignal_WithMappedSide(string type, TradeSide expected)
+    {
+        var sut = CreateSut();
+
+        await sut.HandleNewTradeAsync(Trade(type));
+
+        await _execution.Received(1).ExecuteAsync(
+            Arg.Is<TradeSignal>(s => s.Side == expected && s.Symbol == "AAPL" && s.SourceModule == "CT"),
+            Arg.Any<CancellationToken>());
+    }
+
+    [Theory]
+    [InlineData("exchange")]
+    [InlineData("receive")]
+    [InlineData("")]
+    public async Task NonBuySell_TradeType_DoesNotExecute(string type)
+    {
+        var sut = CreateSut();
+
+        await sut.HandleNewTradeAsync(Trade(type));
+
+        await _execution.DidNotReceive().ExecuteAsync(Arg.Any<TradeSignal>(), Arg.Any<CancellationToken>());
+    }
+
+    [Fact]
+    public async Task EmptyTicker_DoesNotExecute()
+    {
+        var sut = CreateSut();
+
+        await sut.HandleNewTradeAsync(Trade("buy", ticker: ""));
+
+        await _execution.DidNotReceive().ExecuteAsync(Arg.Any<TradeSignal>(), Arg.Any<CancellationToken>());
+    }
+
+    [Fact]
+    public void MapSide_IsCaseInsensitive_AndIgnoresUnknown()
+    {
+        CongressTradingStrategy.MapSide("Buy").Should().Be(TradeSide.Buy);
+        CongressTradingStrategy.MapSide("SELL").Should().Be(TradeSide.Sell);
+        CongressTradingStrategy.MapSide("exchange").Should().BeNull();
+        CongressTradingStrategy.MapSide(null).Should().BeNull();
+    }
+}