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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>
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@@ -18,13 +18,14 @@ import (
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// Server HTTP API server
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type Server struct {
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router *gin.Engine
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traderManager *manager.TraderManager
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store *store.Store
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cryptoHandler *CryptoHandler
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httpServer *http.Server
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port int
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telegramReloadCh chan<- struct{} // signal Telegram bot to reload
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router *gin.Engine
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traderManager *manager.TraderManager
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store *store.Store
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cryptoHandler *CryptoHandler
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exchangeAccountStateCache *ExchangeAccountStateCache
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httpServer *http.Server
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port int
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telegramReloadCh chan<- struct{} // signal Telegram bot to reload
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}
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// NewServer Creates API server
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@@ -41,11 +42,12 @@ func NewServer(traderManager *manager.TraderManager, st *store.Store, cryptoServ
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cryptoHandler := NewCryptoHandler(cryptoService)
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s := &Server{
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router: router,
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traderManager: traderManager,
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store: st,
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cryptoHandler: cryptoHandler,
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port: port,
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router: router,
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traderManager: traderManager,
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store: st,
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cryptoHandler: cryptoHandler,
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exchangeAccountStateCache: NewExchangeAccountStateCache(),
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port: port,
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}
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// Setup routes
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@@ -197,6 +199,10 @@ Defaults when custom fields empty: openai→api.openai.com/v1, deepseek→api.de
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`Returns: [{"id":"<EXACT id — use this as exchange_id when creating/updating a trader>","exchange_type":"<e.g. okx, binance>","account_name":"<user label>","enabled":<bool>}]
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CRITICAL: Always use the "id" field for exchange_id. Do not use "exchange_type" as an id.`,
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s.handleGetExchangeConfigs)
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s.routeWithSchema(protected, "GET", "/exchanges/account-state", "Get connection and balance state for each exchange account",
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`Returns: {"states":{"<exchange_id>":{"status":"ok|disabled|missing_credentials|invalid_credentials|permission_denied|unavailable","display_balance":"<string>","total_equity":<number>,"available_balance":<number>,"asset":"USDT|USDC","checked_at":"<RFC3339>","error_code":"<string>","error_message":"<string>"}}}
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Use this endpoint to show balance and health in the exchange list without depending on traders.`,
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s.handleGetExchangeAccountStates)
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s.routeWithSchema(protected, "POST", "/exchanges", "Create a new exchange account",
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`Body: {"exchange_type":"<string>","account_name":"<string, user label>","enabled":true,"api_key":"<string>","secret_key":"<string>","passphrase":"<string, required for okx/gate/kucoin>"}
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exchange_type values: "binance","bybit","okx","bitget","gate","kucoin","indodax" (CEX) | "hyperliquid","aster","lighter" (DEX)
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