#include "screens/algo_trading/AlgoDeployDialog.h" #include "services/algo_trading/AlgoTradingTypes.h" #include "trading/AccountManager.h" #include "trading/BrokerRegistry.h" #include "ui/theme/Theme.h" #include #include #include #include #include #include namespace fincept::screens { using namespace fincept::ui; using namespace fincept::trading; using namespace fincept::services::algo; AlgoDeployDialog::AlgoDeployDialog(const QString& strategy_id, const QString& strategy_name, QWidget* parent) : QDialog(parent), strategy_id_(strategy_id), strategy_name_(strategy_name) { setWindowTitle(tr("Deploy Strategy")); setMinimumWidth(420); setStyleSheet(QString("QDialog { background: %1; color: %2; }" "QLabel { color: %3; font-size: 11px; background: transparent; }" "QLineEdit, QComboBox, QDoubleSpinBox { background: %4; color: %2;" " border: 1px solid %5; padding: 4px 8px; font-size: 11px; }" "QLineEdit:focus, QComboBox:focus, QDoubleSpinBox:focus { border-color: %6; }") .arg(colors::BG_SURFACE(), colors::TEXT_PRIMARY(), colors::TEXT_SECONDARY(), colors::BG_BASE(), colors::BORDER_DIM(), colors::CYAN())); build_ui(); } AlgoDeployDialog::AlgoDeployDialog(const AlgoStrategy& strategy, QWidget* parent) : AlgoDeployDialog(strategy.id, strategy.name, parent) { result_.strategy_id = strategy.id; result_.strategy_name = strategy.name; result_.timeframe = strategy.timeframe; // Match the dialog's timeframe to the strategy so the deployment evaluates on // the same bars the strategy was designed/backtested on (build_ui already ran). if (timeframe_combo_ && !strategy.timeframe.isEmpty()) timeframe_combo_->setCurrentText(strategy.timeframe); } void AlgoDeployDialog::set_symbol(const QString& symbol) { if (symbol_edit_) symbol_edit_->setText(symbol.trimmed().toUpper()); } void AlgoDeployDialog::set_fno_context(const QString& instrument_type, const QString& underlying, const QString& expiry_rule) { fno_instrument_type_ = instrument_type; fno_underlying_ = underlying; fno_expiry_rule_ = expiry_rule; if (instrument_type == QLatin1String("equity")) return; // F&O deployment: the symbol field is not a free-text instrument symbol. // Show the underlying and expiry rule as read-only context; disable editing. if (symbol_edit_) { QString label = underlying; if (!underlying.isEmpty() && !expiry_rule.isEmpty()) label = underlying + QStringLiteral(" · ") + expiry_rule; else if (underlying.isEmpty()) label = expiry_rule; symbol_edit_->setText(label); symbol_edit_->setEnabled(false); } if (symbol_label_) symbol_label_->setText(tr("Underlying:")); // Default exchange to NFO for F&O if available. if (exchange_combo_) { const int nfo_idx = exchange_combo_->findText(QStringLiteral("NFO")); if (nfo_idx >= 0) exchange_combo_->setCurrentIndex(nfo_idx); } // Default product type to NRML/Margin if available (case-insensitive search). if (product_type_combo_) { int nrml_idx = product_type_combo_->findText(QStringLiteral("NRML"), Qt::MatchFixedString | Qt::MatchCaseSensitive); if (nrml_idx < 0) nrml_idx = product_type_combo_->findText(QStringLiteral("Margin"), Qt::MatchFixedString | Qt::MatchCaseSensitive); if (nrml_idx >= 0) product_type_combo_->setCurrentIndex(nrml_idx); } } void AlgoDeployDialog::build_ui() { auto* root = new QVBoxLayout(this); root->setSpacing(12); root->setContentsMargins(16, 16, 16, 16); // strategy_name_ is user data; only the "DEPLOY:" prefix is translatable. title_label_ = new QLabel(tr("DEPLOY: %1").arg(strategy_name_), this); title_label_->setStyleSheet(QString("color: %1; font-size: 13px; font-weight: 700; font-family: %2;") .arg(colors::AMBER(), fonts::DATA_FAMILY())); root->addWidget(title_label_); auto* id_label = new QLabel(strategy_id_, this); id_label->setStyleSheet( QString("color: %1; font-size: 9px; font-family: %2;").arg(colors::TEXT_TERTIARY(), fonts::DATA_FAMILY())); root->addWidget(id_label); // Live banner — hidden in paper mode, impossible to miss in live mode. live_warning_ = new QLabel(tr("⚠ LIVE MODE — this strategy will place REAL orders with REAL money."), this); live_warning_->setWordWrap(true); live_warning_->setStyleSheet(QString("color: %1; background: rgba(220,38,38,0.10);" " border: 1px solid %1; padding: 6px 10px;" " font-size: 11px; font-weight: 700; font-family: %2;") .arg(colors::NEGATIVE(), fonts::DATA_FAMILY())); live_warning_->setVisible(false); root->addWidget(live_warning_); auto* form = new QFormLayout; form->setSpacing(8); form->setLabelAlignment(Qt::AlignRight); symbol_edit_ = new QLineEdit(this); symbol_edit_->setPlaceholderText(tr("e.g. RELIANCE")); symbol_label_ = new QLabel(tr("Symbol:"), this); form->addRow(symbol_label_, symbol_edit_); mode_combo_ = new QComboBox(this); // Visible labels translatable; userData ("paper"/"live") drives logic. mode_combo_->addItem(tr("Paper"), "paper"); mode_combo_->addItem(tr("Live"), "live"); connect(mode_combo_, QOverload::of(&QComboBox::currentIndexChanged), this, &AlgoDeployDialog::on_mode_changed); mode_label_ = new QLabel(tr("Mode:"), this); form->addRow(mode_label_, mode_combo_); // Entry Side — userData ("BUY"/"SELL") is the order side passed to the engine. side_combo_ = new QComboBox(this); side_combo_->addItem(tr("BUY"), "BUY"); side_combo_->addItem(tr("SELL"), "SELL"); side_label_ = new QLabel(tr("Entry Side:"), this); form->addRow(side_label_, side_combo_); account_label_ = new QLabel(tr("Account:"), this); account_combo_ = new QComboBox(this); connect(account_combo_, QOverload::of(&QComboBox::currentIndexChanged), this, &AlgoDeployDialog::on_account_changed); form->addRow(account_label_, account_combo_); exchange_label_ = new QLabel(tr("Exchange:"), this); exchange_combo_ = new QComboBox(this); form->addRow(exchange_label_, exchange_combo_); product_type_label_ = new QLabel(tr("Product Type:"), this); product_type_combo_ = new QComboBox(this); form->addRow(product_type_label_, product_type_combo_); timeframe_combo_ = new QComboBox(this); for (const auto& tf : algo_timeframes()) timeframe_combo_->addItem(tf); timeframe_combo_->setCurrentIndex(4); timeframe_label_ = new QLabel(tr("Timeframe:"), this); form->addRow(timeframe_label_, timeframe_combo_); quantity_spin_ = new QDoubleSpinBox(this); quantity_spin_->setRange(0.01, 999999); quantity_spin_->setValue(1.0); quantity_spin_->setDecimals(2); quantity_label_ = new QLabel(tr("Quantity:"), this); form->addRow(quantity_label_, quantity_spin_); max_order_spin_ = new QDoubleSpinBox(this); max_order_spin_->setRange(0, 99999999); max_order_spin_->setValue(0); max_order_spin_->setDecimals(0); max_order_spin_->setSpecialValueText(tr("No limit")); max_order_label_ = new QLabel(tr("Max Order Value:"), this); form->addRow(max_order_label_, max_order_spin_); max_loss_spin_ = new QDoubleSpinBox(this); max_loss_spin_->setRange(0, 99999999); max_loss_spin_->setValue(0); max_loss_spin_->setDecimals(0); max_loss_spin_->setSpecialValueText(tr("No limit")); max_loss_label_ = new QLabel(tr("Max Daily Loss:"), this); form->addRow(max_loss_label_, max_loss_spin_); root->addLayout(form); buttons_ = new QDialogButtonBox(QDialogButtonBox::Ok | QDialogButtonBox::Cancel, this); buttons_->button(QDialogButtonBox::Ok)->setText(tr("DEPLOY")); buttons_->setStyleSheet( QString("QPushButton { background: %1; color: %2; border: 1px solid %3;" " font-size: 11px; font-weight: 700; padding: 6px 20px; }" "QPushButton:hover { border-color: %4; color: %4; }") .arg(colors::BG_RAISED(), colors::TEXT_PRIMARY(), colors::BORDER_DIM(), colors::CYAN())); connect(buttons_, &QDialogButtonBox::accepted, this, &AlgoDeployDialog::on_ok); connect(buttons_, &QDialogButtonBox::rejected, this, &QDialog::reject); root->addWidget(buttons_); // ── Accessibility ──────────────────────────────────────────────────────── // Screen readers otherwise announce these as bare "combo box" / "spin box". symbol_edit_->setAccessibleName(tr("Trading symbol")); mode_combo_->setAccessibleName(tr("Deployment mode, paper or live")); side_combo_->setAccessibleName(tr("Entry side, buy or sell")); account_combo_->setAccessibleName(tr("Broker account")); exchange_combo_->setAccessibleName(tr("Exchange")); product_type_combo_->setAccessibleName(tr("Product type")); timeframe_combo_->setAccessibleName(tr("Bar timeframe")); quantity_spin_->setAccessibleName(tr("Order quantity")); max_order_spin_->setAccessibleName(tr("Maximum order value")); max_loss_spin_->setAccessibleName(tr("Maximum daily loss")); if (auto* ok_btn = buttons_->button(QDialogButtonBox::Ok)) ok_btn->setAccessibleName(tr("Deploy strategy")); // ── Keyboard order ─────────────────────────────────────────────────────── // Mode comes second on purpose: paper-vs-live is the decision that matters. setTabOrder(symbol_edit_, mode_combo_); setTabOrder(mode_combo_, side_combo_); setTabOrder(side_combo_, account_combo_); setTabOrder(account_combo_, exchange_combo_); setTabOrder(exchange_combo_, product_type_combo_); setTabOrder(product_type_combo_, timeframe_combo_); setTabOrder(timeframe_combo_, quantity_spin_); setTabOrder(quantity_spin_, max_order_spin_); setTabOrder(max_order_spin_, max_loss_spin_); setTabOrder(max_loss_spin_, buttons_); on_mode_changed(0); populate_accounts(); } void AlgoDeployDialog::set_risk_defaults(double quantity, double max_order_value) { if (quantity_spin_ && quantity > 0.0) quantity_spin_->setValue(quantity); if (max_order_spin_ && max_order_value >= 0.0) max_order_spin_->setValue(max_order_value); } void AlgoDeployDialog::on_mode_changed(int index) { // The broker/account is shown in BOTH modes: it is the real market-data source // for the deployment (warm-up history + live quotes). Live additionally routes // real orders through it; paper simulates fills against the same data. Hiding it // for paper is what made users ask "which broker is it even using?". Q_UNUSED(index); account_label_->setVisible(true); account_combo_->setVisible(true); exchange_label_->setVisible(true); exchange_combo_->setVisible(true); product_type_label_->setVisible(true); product_type_combo_->setVisible(true); const bool is_live = (mode_combo_->currentData().toString() == "live"); account_label_->setText(is_live ? tr("Broker (orders + data):") : tr("Broker (data source):")); // Live vs paper must be legible at a glance, not inferred from a dropdown: // red banner + red destructive-styled action button + explicit button text. if (live_warning_) live_warning_->setVisible(is_live); if (buttons_) { if (auto* ok_btn = buttons_->button(QDialogButtonBox::Ok)) { ok_btn->setText(is_live ? tr("DEPLOY LIVE") : tr("DEPLOY (PAPER)")); ok_btn->setStyleSheet( is_live ? QString("QPushButton { background: rgba(220,38,38,0.12); color: %1;" " border: 1px solid %1; font-size: 11px; font-weight: 700; padding: 6px 20px; }" "QPushButton:hover { background: %1; color: %2; }") .arg(colors::NEGATIVE(), colors::TEXT_PRIMARY()) : QString("QPushButton { background: %1; color: %2; border: 1px solid %3;" " font-size: 11px; font-weight: 700; padding: 6px 20px; }" "QPushButton:hover { border-color: %4; color: %4; }") .arg(colors::BG_RAISED(), colors::TEXT_PRIMARY(), colors::BORDER_DIM(), colors::CYAN())); } } setWindowTitle(is_live ? tr("Deploy Strategy — LIVE") : tr("Deploy Strategy — Paper")); } void AlgoDeployDialog::populate_accounts() { account_combo_->clear(); auto accounts = AccountManager::instance().active_accounts(); for (const auto& acct : accounts) { if (AccountManager::instance().connection_state(acct.account_id) == ConnectionState::Connected) { account_combo_->addItem(acct.display_name, acct.account_id); } } if (account_combo_->count() == 0) { account_combo_->addItem(tr("No connected accounts"), ""); } } void AlgoDeployDialog::on_account_changed(int index) { if (index < 0) return; populate_broker_fields(account_combo_->itemData(index).toString()); } void AlgoDeployDialog::populate_broker_fields(const QString& account_id) { exchange_combo_->clear(); product_type_combo_->clear(); if (account_id.isEmpty()) return; auto* broker = AccountManager::instance().broker_for(account_id); if (!broker) return; auto profile = broker->profile(); for (const auto& ex : profile.exchanges) exchange_combo_->addItem(ex); for (const auto& pt : profile.product_types) product_type_combo_->addItem(pt.label, static_cast(pt.value)); } void AlgoDeployDialog::on_ok() { // For F&O deployments the symbol field holds a read-only context label, not a // tradeable symbol — skip the "symbol required" guard. const bool is_fno = (fno_instrument_type_ != QLatin1String("equity")); if (!is_fno && symbol_edit_->text().trimmed().isEmpty()) { QMessageBox::warning(this, tr("Validation"), tr("Symbol is required.")); return; } if (is_fno && fno_underlying_.trimmed().isEmpty()) { QMessageBox::warning(this, tr("Deploy"), tr("Select an underlying for the F&O deployment.")); return; } if (quantity_spin_->value() <= 0) { QMessageBox::warning(this, tr("Validation"), tr("Quantity must be > 0.")); return; } QString mode = mode_combo_->currentData().toString(); if (mode == "live") { QString account_id = account_combo_->currentData().toString(); if (account_id.isEmpty()) { QMessageBox::warning(this, tr("Validation"), tr("Select a connected broker account for live mode.")); return; } auto creds = AccountManager::instance().load_credentials(account_id); if (creds.access_token.isEmpty()) { QMessageBox::warning(this, tr("Validation"), tr("Account credentials expired. Re-authenticate in Equity Trading.")); return; } // ── Live confirmation gate ─────────────────────────────────────────── // Going live is irreversible from this dialog's point of view: the engine // starts a runner that will place real broker orders unattended. Restate // the exact terms and require a deliberate second confirmation, defaulted // to Cancel. const auto account = AccountManager::instance().get_account(account_id); const QString acct_label = account.display_name.isEmpty() ? account_id : account.display_name; const bool is_fno_confirm = (fno_instrument_type_ != QLatin1String("equity")); const QString instrument = is_fno_confirm ? tr("%1 %2 (%3)").arg(fno_underlying_, fno_expiry_rule_, fno_instrument_type_) : symbol_edit_->text().trimmed().toUpper(); const QString max_order_text = max_order_spin_->value() > 0 ? QString::number(max_order_spin_->value(), 'f', 0) : tr("no limit"); const QString max_loss_text = max_loss_spin_->value() > 0 ? QString::number(max_loss_spin_->value(), 'f', 0) : tr("no limit"); const auto answer = QMessageBox::warning(this, tr("Confirm LIVE deployment"), tr("You are about to deploy \"%1\" to LIVE trading.\n\n" "It will place REAL orders on a REAL account, unattended,\n" "until you stop it from the Dashboard.\n\n" " Instrument: %2\n" " Entry side: %3\n" " Quantity: %4\n" " Timeframe: %5\n" " Broker account: %6 (%7)\n" " Exchange: %8\n" " Max order value: %9\n" " Max daily loss: %10\n\n" "Deploy live?") .arg(strategy_name_, instrument, side_combo_->currentData().toString()) .arg(quantity_spin_->value(), 0, 'f', 2) .arg(timeframe_combo_->currentText(), acct_label, account.broker_id, exchange_combo_->currentText(), max_order_text, max_loss_text), QMessageBox::Yes | QMessageBox::Cancel, QMessageBox::Cancel); if (answer != QMessageBox::Yes) return; } // Mint a stable id for this deployment — used as the runner key, the // algo_deployments primary key, and the WHERE of every status UPDATE. if (result_.id.isEmpty()) result_.id = QUuid::createUuid().toString(QUuid::WithoutBraces); result_.strategy_id = strategy_id_; result_.strategy_name = strategy_name_; result_.strategy_kind = kind_to_string(kind_from_id(strategy_id_)); result_.symbol = symbol_edit_->text().trimmed().toUpper(); result_.mode = mode; result_.entry_side = side_combo_->currentData().toString(); result_.timeframe = timeframe_combo_->currentText(); result_.quantity = quantity_spin_->value(); result_.max_order_value = max_order_spin_->value(); result_.max_daily_loss = max_loss_spin_->value(); // Attach the chosen connected account in BOTH modes — it's the market-data // source. Live additionally routes real orders through it (backend=equity_broker); // paper simulates fills (backend=paper) but still sources real data from it. const QString account_id = account_combo_->currentData().toString(); if (!account_id.isEmpty()) { auto account = AccountManager::instance().get_account(account_id); result_.broker_id = account.broker_id; result_.broker_account_id = account_id; result_.exchange = exchange_combo_->currentText(); int pt_index = product_type_combo_->currentData().toInt(); result_.product_type = product_type_str(static_cast(pt_index)); } result_.backend = backend_to_string(mode == "live" ? TradingBackend::EquityBroker : TradingBackend::Paper); // F&O override: set instrument_type/underlying/resolved_expiry and clear symbol. // Concrete legs and expiry are resolved at entry-time by the runner (P3). // The equity branch (is_fno == false) is unaffected. if (is_fno) { result_.instrument_type = fno_instrument_type_; result_.underlying = fno_underlying_; result_.resolved_expiry = fno_expiry_rule_; // expiry RULE; concrete expiry resolved at entry (P3) // Multi-leg F&O has no single symbol; concrete legs are resolved at entry by the runner (P3). result_.symbol.clear(); } accept(); } void AlgoDeployDialog::changeEvent(QEvent* event) { if (event->type() == QEvent::LanguageChange) retranslateUi(); QDialog::changeEvent(event); } void AlgoDeployDialog::retranslateUi() { if (title_label_) title_label_->setText(tr("DEPLOY: %1").arg(strategy_name_)); if (live_warning_) live_warning_->setText(tr("⚠ LIVE MODE — this strategy will place REAL orders with REAL money.")); if (symbol_edit_) symbol_edit_->setPlaceholderText(tr("e.g. RELIANCE")); if (symbol_label_) symbol_label_->setText(tr("Symbol:")); if (mode_label_) mode_label_->setText(tr("Mode:")); if (side_label_) side_label_->setText(tr("Entry Side:")); if (account_label_) account_label_->setText(tr("Account:")); if (exchange_label_) exchange_label_->setText(tr("Exchange:")); if (product_type_label_) product_type_label_->setText(tr("Product Type:")); if (timeframe_label_) timeframe_label_->setText(tr("Timeframe:")); if (quantity_label_) quantity_label_->setText(tr("Quantity:")); if (max_order_label_) max_order_label_->setText(tr("Max Order Value:")); if (max_loss_label_) max_loss_label_->setText(tr("Max Daily Loss:")); // Combo visible labels (userData keys unchanged). if (mode_combo_ && mode_combo_->count() >= 2) { mode_combo_->setItemText(0, tr("Paper")); mode_combo_->setItemText(1, tr("Live")); } if (side_combo_ && side_combo_->count() >= 2) { side_combo_->setItemText(0, tr("BUY")); side_combo_->setItemText(1, tr("SELL")); } if (max_order_spin_) max_order_spin_->setSpecialValueText(tr("No limit")); if (max_loss_spin_) max_loss_spin_->setSpecialValueText(tr("No limit")); // Window title and the OK button's text/skin are mode-dependent (paper vs // live) — re-derive them rather than resetting to a neutral "DEPLOY", which // would erase the live-mode warning styling on a language switch. if (mode_combo_) on_mode_changed(mode_combo_->currentIndex()); // account_combo_ "No connected accounts" placeholder is rebuilt by populate_accounts(). } AlgoDeployment AlgoDeployDialog::result() const { return result_; } } // namespace fincept::screens