mirror of
https://github.com/NoFxAiOS/nofx.git
synced 2026-07-12 23:36:55 +08:00
feat: add exchange account states and refine beginner trader creation flow (#1450)
* feat: implement exchange account state management and UI updates - Added functionality to invalidate exchange account state cache on exchange config updates, creation, and deletion. - Introduced new API endpoint to fetch exchange account states. - Updated frontend components to display exchange account states, including status and balance information. - Enhanced user experience by refreshing exchange account states after relevant actions. * feat: enhance trader creation readiness in AITradersPage and BeginnerGuideCards --------- Co-authored-by: Dean <afei.wuhao@gmail.com>
This commit is contained in:
deanokk
381
api/exchange_account_state.go
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381
api/exchange_account_state.go
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@@ -0,0 +1,381 @@
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package api
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import (
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"fmt"
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"net/http"
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"strconv"
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"strings"
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"sync"
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"time"
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"nofx/logger"
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"nofx/store"
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"nofx/trader"
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"nofx/trader/aster"
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"nofx/trader/binance"
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"nofx/trader/bitget"
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"nofx/trader/bybit"
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"nofx/trader/gate"
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hyperliquidtrader "nofx/trader/hyperliquid"
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"nofx/trader/indodax"
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"nofx/trader/kucoin"
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"nofx/trader/lighter"
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"nofx/trader/okx"
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"github.com/gin-gonic/gin"
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)
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const exchangeAccountStateCacheTTL = 30 * time.Second
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const (
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exchangeAccountStatusOK = "ok"
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exchangeAccountStatusDisabled = "disabled"
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exchangeAccountStatusMissingCredentials = "missing_credentials"
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exchangeAccountStatusInvalidCredentials = "invalid_credentials"
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exchangeAccountStatusPermissionDenied = "permission_denied"
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exchangeAccountStatusUnavailable = "unavailable"
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)
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type ExchangeAccountState struct {
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ExchangeID string `json:"exchange_id"`
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Status string `json:"status"`
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DisplayBalance string `json:"display_balance,omitempty"`
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Asset string `json:"asset,omitempty"`
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TotalEquity float64 `json:"total_equity,omitempty"`
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AvailableBalance float64 `json:"available_balance,omitempty"`
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CheckedAt time.Time `json:"checked_at"`
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ErrorCode string `json:"error_code,omitempty"`
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ErrorMessage string `json:"error_message,omitempty"`
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}
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type cachedExchangeAccountStates struct {
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states map[string]ExchangeAccountState
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cachedAt time.Time
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}
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type ExchangeAccountStateCache struct {
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entries map[string]cachedExchangeAccountStates
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mu sync.RWMutex
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}
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func NewExchangeAccountStateCache() *ExchangeAccountStateCache {
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return &ExchangeAccountStateCache{
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entries: make(map[string]cachedExchangeAccountStates),
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}
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}
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func (c *ExchangeAccountStateCache) Get(userID string) (map[string]ExchangeAccountState, bool) {
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c.mu.RLock()
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entry, ok := c.entries[userID]
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c.mu.RUnlock()
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if !ok || time.Since(entry.cachedAt) >= exchangeAccountStateCacheTTL {
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return nil, false
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}
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return cloneExchangeAccountStates(entry.states), true
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}
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func (c *ExchangeAccountStateCache) Set(userID string, states map[string]ExchangeAccountState) {
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c.mu.Lock()
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c.entries[userID] = cachedExchangeAccountStates{
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states: cloneExchangeAccountStates(states),
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cachedAt: time.Now(),
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}
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c.mu.Unlock()
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}
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func (c *ExchangeAccountStateCache) Invalidate(userID string) {
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c.mu.Lock()
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delete(c.entries, userID)
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c.mu.Unlock()
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}
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func cloneExchangeAccountStates(states map[string]ExchangeAccountState) map[string]ExchangeAccountState {
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cloned := make(map[string]ExchangeAccountState, len(states))
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for id, state := range states {
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cloned[id] = state
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}
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return cloned
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}
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func (s *Server) handleGetExchangeAccountStates(c *gin.Context) {
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userID := c.GetString("user_id")
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states, err := s.getExchangeAccountStates(userID)
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if err != nil {
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SafeInternalError(c, "Failed to get exchange account states", err)
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return
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}
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c.JSON(http.StatusOK, gin.H{"states": states})
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}
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func (s *Server) getExchangeAccountStates(userID string) (map[string]ExchangeAccountState, error) {
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if cached, ok := s.exchangeAccountStateCache.Get(userID); ok {
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return cached, nil
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}
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exchanges, err := s.store.Exchange().List(userID)
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if err != nil {
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return nil, err
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}
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states := make(map[string]ExchangeAccountState, len(exchanges))
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if len(exchanges) == 0 {
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return states, nil
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}
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var wg sync.WaitGroup
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var mu sync.Mutex
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for _, exchangeCfg := range exchanges {
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exchangeCfg := exchangeCfg
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wg.Add(1)
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go func() {
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defer wg.Done()
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state := probeExchangeAccountState(exchangeCfg, userID)
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mu.Lock()
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states[exchangeCfg.ID] = state
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mu.Unlock()
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}()
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}
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wg.Wait()
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s.exchangeAccountStateCache.Set(userID, states)
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return cloneExchangeAccountStates(states), nil
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}
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func probeExchangeAccountState(exchangeCfg *store.Exchange, userID string) ExchangeAccountState {
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state := ExchangeAccountState{
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ExchangeID: exchangeCfg.ID,
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CheckedAt: time.Now().UTC(),
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Asset: accountAssetForExchange(exchangeCfg.ExchangeType),
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}
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if !exchangeCfg.Enabled {
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state.Status = exchangeAccountStatusDisabled
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state.ErrorCode = "EXCHANGE_DISABLED"
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state.ErrorMessage = "Exchange account is disabled"
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return state
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}
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if status, code, message, missing := missingExchangeCredentials(exchangeCfg); missing {
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state.Status = status
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state.ErrorCode = code
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state.ErrorMessage = message
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return state
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}
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tempTrader, err := buildExchangeProbeTrader(exchangeCfg, userID)
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if err != nil {
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status, code, message := classifyExchangeProbeError(err)
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state.Status = status
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state.ErrorCode = code
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state.ErrorMessage = message
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return state
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}
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balanceInfo, err := tempTrader.GetBalance()
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if err != nil {
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status, code, message := classifyExchangeProbeError(err)
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state.Status = status
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state.ErrorCode = code
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state.ErrorMessage = message
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logger.Infof("⚠️ Failed to probe exchange account %s (%s): %v", exchangeCfg.ID, exchangeCfg.ExchangeType, err)
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return state
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}
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totalEquity, totalFound := extractFirstNumeric(balanceInfo,
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"total_equity", "totalEquity", "totalWalletBalance", "wallet_balance", "totalEq", "balance")
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availableBalance, availableFound := extractFirstNumeric(balanceInfo,
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"available_balance", "availableBalance", "available")
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if !totalFound && availableFound {
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totalEquity = availableBalance
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totalFound = true
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}
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if !availableFound && totalFound {
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availableBalance = totalEquity
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availableFound = true
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}
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if !totalFound && !availableFound {
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state.Status = exchangeAccountStatusUnavailable
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state.ErrorCode = "BALANCE_NOT_FOUND"
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state.ErrorMessage = "Connected but no balance fields were returned"
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return state
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}
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state.Status = exchangeAccountStatusOK
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if totalFound {
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state.TotalEquity = totalEquity
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state.DisplayBalance = formatDisplayBalance(totalEquity, state.Asset)
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}
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if availableFound {
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state.AvailableBalance = availableBalance
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if state.DisplayBalance == "" {
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state.DisplayBalance = formatDisplayBalance(availableBalance, state.Asset)
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}
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}
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return state
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}
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func buildExchangeProbeTrader(exchangeCfg *store.Exchange, userID string) (trader.Trader, error) {
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switch exchangeCfg.ExchangeType {
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case "binance":
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return binance.NewFuturesTrader(string(exchangeCfg.APIKey), string(exchangeCfg.SecretKey), userID), nil
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case "bybit":
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return bybit.NewBybitTrader(string(exchangeCfg.APIKey), string(exchangeCfg.SecretKey)), nil
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case "okx":
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return okx.NewOKXTrader(string(exchangeCfg.APIKey), string(exchangeCfg.SecretKey), string(exchangeCfg.Passphrase)), nil
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case "bitget":
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return bitget.NewBitgetTrader(string(exchangeCfg.APIKey), string(exchangeCfg.SecretKey), string(exchangeCfg.Passphrase)), nil
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case "gate":
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return gate.NewGateTrader(string(exchangeCfg.APIKey), string(exchangeCfg.SecretKey)), nil
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case "kucoin":
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return kucoin.NewKuCoinTrader(string(exchangeCfg.APIKey), string(exchangeCfg.SecretKey), string(exchangeCfg.Passphrase)), nil
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case "indodax":
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return indodax.NewIndodaxTrader(string(exchangeCfg.APIKey), string(exchangeCfg.SecretKey)), nil
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case "hyperliquid":
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return hyperliquidtrader.NewHyperliquidTrader(
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string(exchangeCfg.APIKey),
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exchangeCfg.HyperliquidWalletAddr,
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exchangeCfg.Testnet,
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exchangeCfg.HyperliquidUnifiedAcct,
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)
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case "aster":
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return aster.NewAsterTrader(
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exchangeCfg.AsterUser,
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exchangeCfg.AsterSigner,
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string(exchangeCfg.AsterPrivateKey),
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)
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case "lighter":
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return lighter.NewLighterTraderV2(
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exchangeCfg.LighterWalletAddr,
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string(exchangeCfg.LighterAPIKeyPrivateKey),
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exchangeCfg.LighterAPIKeyIndex,
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false,
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)
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default:
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return nil, fmt.Errorf("unsupported exchange type: %s", exchangeCfg.ExchangeType)
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}
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}
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func extractExchangeTotalEquity(balanceInfo map[string]interface{}) (float64, bool) {
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return extractFirstNumeric(balanceInfo,
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"total_equity", "totalEquity", "totalWalletBalance", "wallet_balance", "totalEq", "balance")
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}
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func extractFirstNumeric(values map[string]interface{}, keys ...string) (float64, bool) {
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for _, key := range keys {
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raw, ok := values[key]
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if !ok {
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continue
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}
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switch v := raw.(type) {
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case float64:
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return v, true
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case float32:
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return float64(v), true
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case int:
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return float64(v), true
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case int64:
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return float64(v), true
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case int32:
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return float64(v), true
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case string:
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parsed, err := strconv.ParseFloat(v, 64)
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if err == nil {
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return parsed, true
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}
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}
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}
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return 0, false
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}
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func formatDisplayBalance(value float64, asset string) string {
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formatted := strconv.FormatFloat(value, 'f', 4, 64)
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formatted = strings.TrimRight(strings.TrimRight(formatted, "0"), ".")
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if formatted == "" {
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formatted = "0"
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}
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if asset == "" {
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return formatted
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}
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return fmt.Sprintf("%s %s", formatted, asset)
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}
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func accountAssetForExchange(exchangeType string) string {
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switch exchangeType {
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case "hyperliquid", "aster", "lighter":
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return "USDC"
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default:
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return "USDT"
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}
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}
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func missingExchangeCredentials(exchangeCfg *store.Exchange) (status string, code string, message string, missing bool) {
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switch exchangeCfg.ExchangeType {
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case "binance", "bybit", "gate", "indodax":
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if exchangeCfg.APIKey == "" || exchangeCfg.SecretKey == "" {
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return exchangeAccountStatusMissingCredentials, "MISSING_REQUIRED_FIELDS", "API key and secret key are required", true
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}
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case "okx", "bitget", "kucoin":
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if exchangeCfg.APIKey == "" || exchangeCfg.SecretKey == "" || exchangeCfg.Passphrase == "" {
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return exchangeAccountStatusMissingCredentials, "MISSING_REQUIRED_FIELDS", "API key, secret key, and passphrase are required", true
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}
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case "hyperliquid":
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if exchangeCfg.APIKey == "" || exchangeCfg.HyperliquidWalletAddr == "" {
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return exchangeAccountStatusMissingCredentials, "MISSING_REQUIRED_FIELDS", "Private key and wallet address are required", true
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}
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case "aster":
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if exchangeCfg.AsterUser == "" || exchangeCfg.AsterSigner == "" || exchangeCfg.AsterPrivateKey == "" {
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return exchangeAccountStatusMissingCredentials, "MISSING_REQUIRED_FIELDS", "Aster user, signer, and private key are required", true
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}
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case "lighter":
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if exchangeCfg.LighterWalletAddr == "" || exchangeCfg.LighterAPIKeyPrivateKey == "" {
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return exchangeAccountStatusMissingCredentials, "MISSING_REQUIRED_FIELDS", "Wallet address and API key private key are required", true
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}
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default:
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return exchangeAccountStatusUnavailable, "UNSUPPORTED_EXCHANGE", "Unsupported exchange type", true
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}
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return "", "", "", false
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}
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func classifyExchangeProbeError(err error) (status string, code string, message string) {
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if err == nil {
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return exchangeAccountStatusOK, "", ""
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}
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rawMessage := err.Error()
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msg := strings.ToLower(rawMessage)
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switch {
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case strings.Contains(msg, "unsupported exchange type"):
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return exchangeAccountStatusUnavailable, "UNSUPPORTED_EXCHANGE", "Unsupported exchange type"
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case strings.Contains(msg, "requires ") || strings.Contains(msg, "missing") || strings.Contains(msg, "empty"):
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return exchangeAccountStatusMissingCredentials, "MISSING_REQUIRED_FIELDS", "Exchange credentials are incomplete"
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case strings.Contains(msg, "permission") || strings.Contains(msg, "forbidden") || strings.Contains(msg, "no authority") || strings.Contains(msg, "not allowed"):
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return exchangeAccountStatusPermissionDenied, "PERMISSION_DENIED", "Exchange account has no permission to read balances"
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case strings.Contains(msg, "invalid") || strings.Contains(msg, "signature") || strings.Contains(msg, "unauthorized") || strings.Contains(msg, "api key") || strings.Contains(msg, "api-key") || strings.Contains(msg, "auth"):
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return exchangeAccountStatusInvalidCredentials, "INVALID_CREDENTIALS", "Exchange credentials are invalid"
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default:
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return exchangeAccountStatusUnavailable, "EXCHANGE_UNAVAILABLE", limitErrorMessage(rawMessage)
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}
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}
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func limitErrorMessage(message string) string {
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message = strings.TrimSpace(message)
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if message == "" {
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return "Unable to fetch exchange balance right now"
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}
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if len(message) <= 160 {
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return message
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}
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return message[:157] + "..."
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}
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Block a user