feat: simplify Claw402 autopilot trading flow

agent/trade.go

@@ -1,538 +0,0 @@
-package agent
-
-import (
-	"context"
-	"encoding/json"
-	"fmt"
-	"log/slog"
-	"math"
-	"nofx/market"
-	"nofx/store"
-	"strings"
-	"sync"
-	"time"
-)
-
-const (
-	tradeAbsoluteMaxQuantity        = 1_000_000.0
-	tradeLargeOrderNotionalUSDT     = 5_000.0
-	tradeHardMaxOrderNotionalUSDT   = 100_000.0
-	tradeLargeOrderEquityRatio      = 0.25
-	tradeHardMaxOrderEquityRatio    = 1.00
-	tradeLargeOrderConfirmCommandZH = "确认大额 %s"
-	tradeLargeOrderConfirmCommandEN = "confirm large %s"
-)
-
-type tradeSelectedTrader interface {
-	GetStrategyConfig() *store.StrategyConfig
-	GetAccountInfo() (map[string]interface{}, error)
-}
-
-type tradeUnderlyingTrader interface {
-	OpenLong(symbol string, quantity float64, leverage int) (map[string]interface{}, error)
-	OpenShort(symbol string, quantity float64, leverage int) (map[string]interface{}, error)
-	CloseLong(symbol string, quantity float64) (map[string]interface{}, error)
-	CloseShort(symbol string, quantity float64) (map[string]interface{}, error)
-	GetMarketPrice(symbol string) (float64, error)
-}
-
-// TradeAction represents a parsed trade intent from the LLM or user.
-type TradeAction struct {
-	ID                             string  `json:"id"`
-	Action                         string  `json:"action"`    // "open_long", "open_short", "close_long", "close_short"
-	Symbol                         string  `json:"symbol"`    // e.g. "BTCUSDT"
-	Quantity                       float64 `json:"quantity"`  // amount
-	Leverage                       int     `json:"leverage"`  // leverage multiplier
-	TraderID                       string  `json:"trader_id"` // which trader to use
-	Status                         string  `json:"status"`    // "pending", "confirmed", "executed", "failed", "expired"
-	CreatedAt                      int64   `json:"created_at"`
-	EstimatedPrice                 float64 `json:"estimated_price,omitempty"`
-	EstimatedNotional              float64 `json:"estimated_notional,omitempty"`
-	RequiresLargeOrderConfirmation bool    `json:"requires_large_order_confirmation,omitempty"`
-	Error                          string  `json:"error,omitempty"`
-}
-
-// pendingTrades stores pending trade confirmations.
-type pendingTrades struct {
-	mu     sync.RWMutex
-	trades map[string]*TradeAction // id -> trade
-}
-
-func newPendingTrades() *pendingTrades {
-	return &pendingTrades{trades: make(map[string]*TradeAction)}
-}
-
-func (p *pendingTrades) Add(t *TradeAction) {
-	p.mu.Lock()
-	defer p.mu.Unlock()
-	p.trades[t.ID] = t
-}
-
-func (p *pendingTrades) Get(id string) *TradeAction {
-	p.mu.RLock()
-	defer p.mu.RUnlock()
-	return p.trades[id]
-}
-
-func (p *pendingTrades) Remove(id string) {
-	p.mu.Lock()
-	defer p.mu.Unlock()
-	delete(p.trades, id)
-}
-
-// CleanExpired removes trades older than 5 minutes.
-func (p *pendingTrades) CleanExpired() {
-	p.mu.Lock()
-	defer p.mu.Unlock()
-	cutoff := time.Now().Add(-5 * time.Minute).Unix()
-	for id, t := range p.trades {
-		if t.CreatedAt < cutoff {
-			delete(p.trades, id)
-		}
-	}
-}
-
-// parseTradeCommand parses natural language trade commands.
-// Returns nil if the message is not a trade command.
-func parseTradeCommand(text string) *TradeAction {
-	upper := strings.ToUpper(strings.TrimSpace(text))
-
-	// Pattern: "做多 BTC 0.01" / "做空 ETH 0.1" / "long BTC 0.01" / "short ETH 0.1"
-	// Also: "平多 BTC" / "平空 ETH" / "close long BTC" / "close short ETH"
-
-	var action, symbol string
-	var quantity float64
-	var leverage int
-
-	words := strings.Fields(upper)
-	if len(words) < 2 {
-		return nil
-	}
-
-	switch words[0] {
-	case "做多", "LONG", "BUY":
-		action = "open_long"
-	case "做空", "SHORT", "SELL":
-		action = "open_short"
-	case "平多":
-		action = "close_long"
-	case "平空":
-		action = "close_short"
-	case "CLOSE":
-		if len(words) >= 3 {
-			switch words[1] {
-			case "LONG":
-				action = "close_long"
-				words = append(words[:1], words[2:]...) // remove "LONG"
-			case "SHORT":
-				action = "close_short"
-				words = append(words[:1], words[2:]...) // remove "SHORT"
-			}
-		}
-		if action == "" {
-			return nil
-		}
-	default:
-		return nil
-	}
-
-	// Parse symbol
-	if len(words) < 2 {
-		return nil
-	}
-	symbol = words[1]
-	// Only append USDT for crypto symbols, not stock tickers
-	if !isStockSymbol(symbol) && !strings.HasSuffix(symbol, "USDT") {
-		symbol += "USDT"
-	}
-
-	// Parse quantity (optional)
-	if len(words) >= 3 {
-		fmt.Sscanf(words[2], "%f", &quantity)
-	}
-
-	// Parse leverage (optional, "x10" or "10x")
-	if len(words) >= 4 {
-		lev := strings.TrimSuffix(strings.TrimPrefix(words[3], "X"), "X")
-		fmt.Sscanf(lev, "%d", &leverage)
-	}
-
-	if action == "" || symbol == "" {
-		return nil
-	}
-
-	return &TradeAction{
-		ID:        fmt.Sprintf("trade_%d", time.Now().UnixNano()),
-		Action:    action,
-		Symbol:    symbol,
-		Quantity:  quantity,
-		Leverage:  leverage,
-		Status:    "pending",
-		CreatedAt: time.Now().Unix(),
-	}
-}
-
-// executeTrade performs the actual trade execution via TraderManager.
-func (a *Agent) executeTrade(ctx context.Context, trade *TradeAction) error {
-	if a.traderManager == nil {
-		return fmt.Errorf("no trader manager available")
-	}
-
-	wantStock, selectedTrader, underlyingTrader, err := a.resolveTradeExecutionContext(trade)
-	if err != nil {
-		return err
-	}
-	if err := validateTradeAction(trade, wantStock, selectedTrader, underlyingTrader); err != nil {
-		return err
-	}
-
-	switch trade.Action {
-	case "open_long":
-		if trade.Quantity <= 0 {
-			return fmt.Errorf("quantity must be > 0")
-		}
-		_, err := underlyingTrader.OpenLong(trade.Symbol, trade.Quantity, trade.Leverage)
-		return err
-	case "open_short":
-		if trade.Quantity <= 0 {
-			return fmt.Errorf("quantity must be > 0")
-		}
-		_, err := underlyingTrader.OpenShort(trade.Symbol, trade.Quantity, trade.Leverage)
-		return err
-	case "close_long":
-		_, err := underlyingTrader.CloseLong(trade.Symbol, trade.Quantity)
-		return err
-	case "close_short":
-		_, err := underlyingTrader.CloseShort(trade.Symbol, trade.Quantity)
-		return err
-	default:
-		return fmt.Errorf("unknown action: %s", trade.Action)
-	}
-}
-
-func (a *Agent) resolveTradeExecutionContext(trade *TradeAction) (bool, tradeSelectedTrader, tradeUnderlyingTrader, error) {
-	if a.traderManager == nil {
-		return false, nil, nil, fmt.Errorf("no trader manager available")
-	}
-	traders := a.traderManager.GetAllTraders()
-	if len(traders) == 0 {
-		return false, nil, nil, fmt.Errorf("no traders configured")
-	}
-
-	wantStock := isStockSymbol(trade.Symbol)
-	for _, t := range traders {
-		s := t.GetStatus()
-		running, _ := s["is_running"].(bool)
-		if !running {
-			continue
-		}
-		ut := t.GetUnderlyingTrader()
-		if ut == nil {
-			continue
-		}
-		exchange := t.GetExchange()
-		isAlpaca := exchange == "alpaca"
-		if wantStock && !isAlpaca {
-			continue
-		}
-		if !wantStock && isAlpaca {
-			continue
-		}
-		return wantStock, t, ut, nil
-	}
-
-	if wantStock {
-		return true, nil, nil, fmt.Errorf("no running stock trader (Alpaca) found — configure one to trade stocks")
-	}
-	return false, nil, nil, fmt.Errorf("no running trader supports trade execution")
-}
-
-func validateTradeAction(
-	trade *TradeAction,
-	wantStock bool,
-	selectedTrader tradeSelectedTrader,
-	underlyingTrader tradeUnderlyingTrader,
-) error {
-	if trade == nil {
-		return fmt.Errorf("trade is required")
-	}
-	if math.IsNaN(trade.Quantity) || math.IsInf(trade.Quantity, 0) {
-		return fmt.Errorf("quantity must be a finite number")
-	}
-	if !strings.HasPrefix(trade.Action, "open_") {
-		return nil
-	}
-	if trade.Quantity <= 0 {
-		return fmt.Errorf("quantity must be > 0")
-	}
-	if trade.Quantity > tradeAbsoluteMaxQuantity {
-		return fmt.Errorf("quantity %.4f exceeds hard sanity cap %.0f", trade.Quantity, tradeAbsoluteMaxQuantity)
-	}
-
-	price, err := underlyingTrader.GetMarketPrice(trade.Symbol)
-	if err != nil {
-		return fmt.Errorf("failed to fetch market price for %s: %w", trade.Symbol, err)
-	}
-	if price <= 0 {
-		return fmt.Errorf("invalid market price for %s", trade.Symbol)
-	}
-	positionValue := trade.Quantity * price
-	trade.EstimatedPrice = price
-	trade.EstimatedNotional = positionValue
-
-	if positionValue > tradeHardMaxOrderNotionalUSDT {
-		return fmt.Errorf("position value %.2f exceeds hard safety cap %.2f USDT", positionValue, tradeHardMaxOrderNotionalUSDT)
-	}
-
-	var equity float64
-	if selectedTrader != nil {
-		accountInfo, err := selectedTrader.GetAccountInfo()
-		if err != nil {
-			return fmt.Errorf("failed to load trader account info: %w", err)
-		}
-		equity = toFloat(accountInfo["total_equity"])
-		if equity <= 0 {
-			equity = toFloat(accountInfo["totalEquity"])
-		}
-		if equity <= 0 {
-			return fmt.Errorf("invalid trader equity for risk validation")
-		}
-		if positionValue > equity*tradeHardMaxOrderEquityRatio {
-			return fmt.Errorf(
-				"position value %.2f USDT exceeds hard safety cap %.2f USDT (equity %.2f x %.2f)",
-				positionValue,
-				equity*tradeHardMaxOrderEquityRatio,
-				equity,
-				tradeHardMaxOrderEquityRatio,
-			)
-		}
-		if positionValue >= equity*tradeLargeOrderEquityRatio {
-			trade.RequiresLargeOrderConfirmation = true
-		}
-	}
-	if positionValue >= tradeLargeOrderNotionalUSDT {
-		trade.RequiresLargeOrderConfirmation = true
-	}
-
-	if wantStock {
-		if trade.Leverage < 0 {
-			return fmt.Errorf("leverage must be >= 0")
-		}
-		return nil
-	}
-
-	cfg := store.GetDefaultStrategyConfig("zh")
-	if selectedTrader != nil && selectedTrader.GetStrategyConfig() != nil {
-		cfg = *selectedTrader.GetStrategyConfig()
-	}
-	riskControl := cfg.RiskControl
-
-	maxLeverage := riskControl.AltcoinMaxLeverage
-	maxPositionValueRatio := riskControl.AltcoinMaxPositionValueRatio
-	if isMajorTradeSymbol(trade.Symbol) {
-		maxLeverage = riskControl.BTCETHMaxLeverage
-		maxPositionValueRatio = riskControl.BTCETHMaxPositionValueRatio
-	}
-	if maxLeverage <= 0 {
-		maxLeverage = 5
-	}
-	if trade.Leverage <= 0 {
-		return fmt.Errorf("leverage must be > 0")
-	}
-	if trade.Leverage > maxLeverage {
-		return fmt.Errorf("leverage exceeds configured limit (%dx > %dx)", trade.Leverage, maxLeverage)
-	}
-
-	minPositionSize := riskControl.MinPositionSize
-	if minPositionSize <= 0 {
-		minPositionSize = 12
-	}
-	if positionValue < minPositionSize {
-		return fmt.Errorf("position value %.2f USDT is below configured minimum %.2f USDT", positionValue, minPositionSize)
-	}
-
-	if maxPositionValueRatio <= 0 {
-		if isBTCETHSymbol(trade.Symbol) {
-			maxPositionValueRatio = 5.0
-		} else {
-			maxPositionValueRatio = 1.0
-		}
-	}
-	maxPositionValue := equity * maxPositionValueRatio
-	if positionValue > maxPositionValue {
-		return fmt.Errorf(
-			"position value %.2f USDT exceeds configured limit %.2f USDT (equity %.2f x %.2f)",
-			positionValue,
-			maxPositionValue,
-			equity,
-			maxPositionValueRatio,
-		)
-	}
-	return nil
-}
-
-func isBTCETHSymbol(symbol string) bool {
-	symbol = strings.ToUpper(strings.TrimSpace(symbol))
-	return strings.HasPrefix(symbol, "BTC") || strings.HasPrefix(symbol, "ETH")
-}
-
-// isMajorTradeSymbol mirrors trader/auto_trader_risk.isMajorAsset for the
-// chat-execute path. BTC/ETH crypto perps and Hyperliquid XYZ assets
-// (US stocks, commodities, forex) get the higher BTC/ETH risk tier — their
-// per-position caps should not be clamped to the 1x altcoin tier.
-func isMajorTradeSymbol(symbol string) bool {
-	if isBTCETHSymbol(symbol) {
-		return true
-	}
-	return market.IsXyzDexAsset(symbol)
-}
-
-// formatTradeConfirmation creates a confirmation message for a pending trade.
-func formatTradeConfirmation(trade *TradeAction, lang string) string {
-	actionNames := map[string]string{
-		"open_long":   "做多 (Long)",
-		"open_short":  "做空 (Short)",
-		"close_long":  "平多 (Close Long)",
-		"close_short": "平空 (Close Short)",
-	}
-
-	symbol := trade.Symbol
-	if strings.HasSuffix(symbol, "USDT") {
-		symbol = strings.TrimSuffix(symbol, "USDT")
-	}
-	actionName := actionNames[trade.Action]
-	if actionName == "" {
-		actionName = trade.Action
-	}
-
-	if lang == "zh" {
-		msg := fmt.Sprintf("⚠️ **交易确认**\n\n"+
-			"操作: %s\n"+
-			"品种: %s\n", actionName, symbol)
-		if trade.Quantity > 0 {
-			msg += fmt.Sprintf("数量: %.4f\n", trade.Quantity)
-		}
-		if trade.Leverage > 0 {
-			msg += fmt.Sprintf("杠杆: %dx\n", trade.Leverage)
-		}
-		if trade.EstimatedNotional > 0 {
-			msg += fmt.Sprintf("估算仓位价值: %.2f USDT\n", trade.EstimatedNotional)
-		}
-		if trade.RequiresLargeOrderConfirmation {
-			msg += fmt.Sprintf("\n⚠️ 该订单已触发大额风控，请发送 `"+tradeLargeOrderConfirmCommandZH+"` 执行交易，或忽略取消。", trade.ID)
-			return msg
-		}
-		msg += fmt.Sprintf("\n发送 `确认 %s` 执行交易，或忽略取消。", trade.ID)
-		return msg
-	}
-
-	msg := fmt.Sprintf("⚠️ **Trade Confirmation**\n\n"+
-		"Action: %s\n"+
-		"Symbol: %s\n", actionName, symbol)
-	if trade.Quantity > 0 {
-		msg += fmt.Sprintf("Quantity: %.4f\n", trade.Quantity)
-	}
-	if trade.Leverage > 0 {
-		msg += fmt.Sprintf("Leverage: %dx\n", trade.Leverage)
-	}
-	if trade.EstimatedNotional > 0 {
-		msg += fmt.Sprintf("Estimated notional: %.2f USDT\n", trade.EstimatedNotional)
-	}
-	if trade.RequiresLargeOrderConfirmation {
-		msg += fmt.Sprintf("\n⚠️ This order triggered high-risk protection. Send `"+tradeLargeOrderConfirmCommandEN+"` to execute, or ignore to cancel.", trade.ID)
-		return msg
-	}
-	msg += fmt.Sprintf("\nSend `confirm %s` to execute, or ignore to cancel.", trade.ID)
-	return msg
-}
-
-// handleTradeConfirmation processes a trade confirmation message.
-func (a *Agent) handleTradeConfirmation(ctx context.Context, userID int64, text, lang string) (string, bool) {
-	upper := strings.ToUpper(strings.TrimSpace(text))
-
-	var tradeID string
-	largeConfirm := false
-	if strings.HasPrefix(upper, "确认大额 ") || strings.HasPrefix(upper, "CONFIRM LARGE ") {
-		largeConfirm = true
-		parts := strings.Fields(text)
-		if len(parts) >= 2 {
-			tradeID = parts[len(parts)-1]
-		}
-	} else if strings.HasPrefix(upper, "确认 ") || strings.HasPrefix(upper, "CONFIRM ") {
-		parts := strings.Fields(text)
-		if len(parts) >= 2 {
-			tradeID = parts[1]
-		}
-	}
-
-	if tradeID == "" {
-		return "", false
-	}
-
-	if a.pending == nil {
-		return "", false
-	}
-
-	trade := a.pending.Get(tradeID)
-	if trade == nil {
-		if lang == "zh" {
-			return "❌ 交易已过期或不存在。", true
-		}
-		return "❌ Trade expired or not found.", true
-	}
-	if trade.RequiresLargeOrderConfirmation && !largeConfirm {
-		if lang == "zh" {
-			return fmt.Sprintf("⚠️ 这是一笔大额订单，请发送 `"+tradeLargeOrderConfirmCommandZH+"` 继续执行。", trade.ID), true
-		}
-		return fmt.Sprintf("⚠️ This is a high-risk order. Send `"+tradeLargeOrderConfirmCommandEN+"` to continue.", trade.ID), true
-	}
-
-	a.pending.Remove(tradeID)
-	trade.Status = "confirmed"
-
-	a.logger.Info("executing trade",
-		slog.String("id", trade.ID),
-		slog.String("action", trade.Action),
-		slog.String("symbol", trade.Symbol),
-		slog.Float64("quantity", trade.Quantity),
-	)
-
-	err := a.executeTrade(ctx, trade)
-	if err != nil {
-		trade.Status = "failed"
-		trade.Error = err.Error()
-		if lang == "zh" {
-			return fmt.Sprintf("❌ 交易执行失败: %s", err.Error()), true
-		}
-		return fmt.Sprintf("❌ Trade execution failed: %s", err.Error()), true
-	}
-
-	trade.Status = "executed"
-	symbol := trade.Symbol
-	if strings.HasSuffix(symbol, "USDT") {
-		symbol = strings.TrimSuffix(symbol, "USDT")
-	}
-	actionEmoji := "📈"
-	if strings.Contains(trade.Action, "short") {
-		actionEmoji = "📉"
-	}
-	if strings.Contains(trade.Action, "close") {
-		actionEmoji = "✅"
-	}
-
-	qtyStr := ""
-	if trade.Quantity > 0 {
-		qtyStr = fmt.Sprintf(" %.4f", trade.Quantity)
-	}
-
-	if lang == "zh" {
-		return fmt.Sprintf("%s 交易已执行！\n%s %s%s", actionEmoji, trade.Action, symbol, qtyStr), true
-	}
-	return fmt.Sprintf("%s Trade executed!\n%s %s%s", actionEmoji, trade.Action, symbol, qtyStr), true
-}
-
-// marshals trade action to JSON for embedding in responses
-func marshalTradeAction(trade *TradeAction) string {
-	b, _ := json.Marshal(trade)
-	return string(b)
-}