## Summary
I've successfully implemented all the requested features to add BacktestId support to the strategies/bot system:
### 1. **Added BacktestId Column to BotEntity** ✅
- **File**: `src/Managing.Infrastructure.Database/PostgreSql/Entities/BotEntity.cs:47`
- Added nullable `int? BacktestId` property with documentation
- This allows bots to reference the backtest they were created from
### 2. **Updated Bot Domain Model** ✅
- **File**: `src/Managing.Domain/Bots/Bot.cs:37`
- Added `BacktestId` property to the domain model
- Maintains consistency between entity and domain layers
### 3. **Updated TradingBotConfig and TradingBotConfigRequest** ✅
- **File**: `src/Managing.Domain/Bots/TradingBotConfig.cs:131`
- Added `[Id(24)] public int? BacktestId` with Orleans serialization attribute
- **File**: `src/Managing.Domain/Bots/TradingBotConfigRequest.cs:119`
- Added `BacktestId` property to the request model
- These changes ensure BacktestId flows through the entire bot creation pipeline
### 4. **Updated Data Mappers** ✅
- **File**: `src/Managing.Infrastructure.Database/PostgreSql/PostgreSqlMappers.cs`
- Updated `Map(Bot bot)` at line 833 to include BacktestId
- Updated `Map(BotEntity entity)` at line 799 to include BacktestId
- Ensures proper mapping between entity and domain models
### 5. **Updated LiveTradingBotGrain** ✅
- **File**: `src/Managing.Application/Bots/Grains/LiveTradingBotGrain.cs`
- Added BacktestId to bot creation at line 1078 (for saved bots)
- Added BacktestId to bot creation at line 1145 (for running bots)
- The grain now properly persists BacktestId when saving bot statistics
### 6. **Created New Endpoint for Backtest Stats** ✅
- **File**: `src/Managing.Api/Controllers/BacktestController.cs:114`
- **New Endpoint**: `GET /Backtest/{id}/stats`
- Returns only statistical information without positions, signals, or candles:
- Basic info: id, name, ticker, timeframe, tradingType, startDate, endDate
- Performance: initialBalance, finalPnl, netPnl, growthPercentage, hodlPercentage, winRate
- Risk metrics: sharpeRatio, maxDrawdown, maxDrawdownRecoveryTime
- Other: fees, score, scoreMessage, positionCount
### 7. **Created Database Migration** ✅
- **Generated Migration**: `AddBacktestIdToBots`
- The migration adds a nullable integer column `BacktestId` to the `Bots` table
- Ready to be applied with `dotnet ef database update`
### 8. **Regenerated Frontend API Client** ✅
- Ran `dotnet build` in `src/Managing.Nswag`
- The `ManagingApi.ts` file has been regenerated with:
- `backtestId` field in bot-related DTOs
- New `/Backtest/{id}/stats` endpoint
## How It Works
### Starting a Bot from a Backtest:
1. Frontend sends `StartBotRequest` with `TradingBotConfigRequest` containing `backtestId`
2. `BotController` validates and prepares the request
3. `StartBotCommandHandler` creates the bot configuration with BacktestId
4. `LiveTradingBotGrain.CreateAsync()` receives the config and saves it to state
5. When the bot is saved via `SaveBotAsync()`, BacktestId is persisted to the database
6. The Bot entity now has a reference to its originating backtest
### Retrieving Backtest Stats:
1. Frontend calls `GET /Backtest/{id}/stats` with the backtest ID
2. Backend retrieves the full backtest from the database
3. Returns only the statistical summary (without heavy data like positions/signals/candles)
4. Frontend can display backtest performance metrics when viewing a bot
## Database Schema
```sql
ALTER TABLE "Bots" ADD COLUMN "BacktestId" integer NULL;
```
All changes follow the project's architecture patterns (Controller → Application → Repository) and maintain backward compatibility through nullable BacktestId fields.
- Modified the TakeProfit trade quantity assignment in both handlers to use position.Open.Quantity instead of the previously used quantity variable, ensuring consistency with StopLoss trades.
- Added comments to indicate that BacktestCount is not updated directly in the entity, as it is managed independently via IncrementBacktestCountAsync. This change prevents other update operations from overwriting the BacktestCount, ensuring data integrity.
- Added an optional status parameter to the GetStrategiesPaginated method, defaulting to Running if not provided.
- Updated the bot retrieval logic to apply the status filter directly, simplifying the filtering process and ensuring accurate bot status management.
- Removed the private _currentBalance field and replaced it with direct access to Config.BotTradingBalance.
- Added OnBalanceUpdatedCallback to TradingBotBase for immediate synchronization and database saving when the balance is updated.
- Updated LiveTradingBotGrain to set the callback for balance updates, ensuring accurate state management.
- Modified PostgreSqlBotRepository to save the updated bot trading balance during entity updates.
- Changed the ProfitAndLoss property assignment from item.Pnl to item.NetPnL in both BotController and DataController, ensuring consistency in profit and loss reporting across the application.
- Added logic to confirm the existence of opening swaps in exchange history before marking positions as filled, addressing potential failures in on-chain transactions.
- Implemented checks for very low token balances and adjusted position statuses accordingly, ensuring accurate tracking and management of positions.
- Improved logging for failed swaps to provide clearer insights into transaction issues and position management.
- Added logic to check for very low token balances (dust) and verify closed positions in exchange history before logging warnings.
- Improved warning logging to avoid redundancy for dust amounts, ensuring accurate tracking of token balance issues.
- Added logic to check if remaining token balances are below $2 USD and verified in exchange history before logging warnings or accepting them as successfully closed.
- Improved logging messages for better clarity on the status of token balances after closing positions and force close attempts, ensuring accurate tracking of transactions.
- Modified the value parameter in the callContract function to convert numeric values to hexadecimal format, ensuring compatibility with contract calls.
- This change enhances the handling of value inputs, improving the robustness of contract interactions.
- Updated sendTokenImpl to estimate gas costs for ETH transfers, ensuring sufficient balance is available for gas fees.
- Implemented gas estimation with fallback mechanisms for gas price and limit, improving reliability of ETH transactions.
- Adjusted the transfer amount based on available balance after accounting for estimated gas costs, providing clearer error messages for insufficient funds.
- Changed progress update message in LlmController from "Sending request to LLM..." to "Thinking..." for better user understanding.
- Updated filtered messages in AiChat component to reflect the new progress update message, ensuring consistency in user experience.
- Updated LlmController to implement a new SSE endpoint for streaming LLM progress updates, utilizing Redis pub/sub for real-time communication.
- Removed SignalR dependencies from AiChatService, replacing them with SSE logic for message streaming.
- Enhanced error handling and logging for Redis interactions, ensuring robust feedback during streaming operations.
- Adjusted request models and methods to accommodate the new streaming architecture, improving clarity and maintainability.
- Added detailed connection options for StackExchange.Redis to improve SignalR backplane reliability.
- Implemented retry logic and connection settings to handle temporary Redis unavailability.
- Updated logging to provide clearer feedback on configuration success or failure, including stack trace information for error handling.
- Ensured fallback to single-instance mode when Redis is not configured, enhancing application resilience.
- Introduced Redis configuration in appsettings.json to enable SignalR backplane functionality.
- Updated Program.cs to conditionally configure SignalR with Redis if a connection string is provided.
- Added Redis connection service registration in ApiBootstrap for distributed scenarios.
- Included necessary package references for StackExchange.Redis and Microsoft.Extensions.Caching.StackExchangeRedis in project files.
- Implemented password masking for Redis connection strings to enhance security.
- Updated GetCurrentCandleForPositionClose method in both FuturesBot and SpotBot to parse the ticker parameter into an enum, enhancing type safety and clarity.
- Adjusted TradingBotBase to use the position's ticker for candle retrieval, ensuring consistency across trading bot implementations.
- Enhanced LlmController to detect and handle redundant tool calls, ensuring efficient processing and preventing unnecessary requests.
- Updated message formatting in GeminiProvider to align with Gemini's expectations, improving the structure of requests sent to the API.
- Improved logging in AiChat component to provide better insights into received responses and fallback mechanisms for empty content.
- Adjusted handling of final responses in AiChat to ensure meaningful content is displayed, enhancing user experience during interactions.
- Added system reminders in LlmController to prevent redundant tool calls and ensure final responses are text-only.
- Updated AiChat component to include a developer mode toggle, allowing users to filter out internal messages during chat interactions.
- Adjusted message handling to improve clarity and user experience, particularly during tool execution and progress updates.
- Modified iteration handling for backtest queries to reflect updated logic for improved performance.
- Introduced a new method in LlmController to generate descriptive messages for tool execution results, improving clarity in progress updates.
- Updated AiChat component to display progress messages in chat history, enhancing user experience during tool execution.
- Refactored progress indicator styling for better visual feedback and readability.
- Adjusted backtest query handling in LlmController to optimize iteration counts based on query type, improving performance and user interaction.
- Enhanced documentation for backtest tools in BacktestMcpTools to clarify usage and parameters, ensuring better understanding for developers.
- Introduced state management for message history, allowing users to navigate through previous messages using the up and down arrow keys.
- Updated input handling to reset history index when the user types a new message, improving user experience.
- Changed the key event handler from 'onKeyPress' to 'onKeyDown' for better control over key events during message input.
- Adjusted appsettings.json to simplify the default model configuration for Gemini integration.
- Added a new endpoint in TradingController to revoke all token approvals for a specified Privy wallet address, with permission checks for user access.
- Implemented the revokeAllApprovals method in TradingService to handle the revocation logic, including error handling and logging.
- Updated IWeb3ProxyService and Web3ProxyService to support revocation requests to the Privy service.
- Introduced a new PrivyRevokeAllApprovalsResponse type for structured responses from the revocation process.
- Enhanced the UI in account tables to allow users to revoke approvals directly from the interface, providing feedback on success or failure.
- Updated appsettings.json to change the default model for Gemini integration.
- Changed the confidence level parameter in AddSignal method calls from Medium to None for both long and short signals in SuperTrendIndicatorBase class.
- This adjustment aims to simplify signal generation logic and may impact trading strategy evaluations.
- Introduced a new type definition for Privy balance response to enhance type safety and clarity in the getWalletBalanceImpl function.
- Updated the makePrivyRequest call to utilize the new PrivyBalanceResponse type, streamlining the handling of balance data.
- This change aims to improve code maintainability and reduce potential errors during balance retrieval processes.
- Added an AbortSignal parameter to the makePrivyRequest function to support request cancellation.
- Improved error handling in makePrivyRequest to preserve detailed error information for better debugging.
- Implemented a fallback mechanism in getWalletBalanceImpl to retrieve wallet balances via direct RPC calls when Privy API fails (e.g., 503 errors).
- Introduced a new getWalletBalanceViaRpc function to handle RPC balance retrieval, including detailed logging and error management.
- Enhanced overall error messaging to provide clearer feedback during balance retrieval processes.
- Increased delay between iterations in LlmController from 500ms to 2000ms to better respect rate limits.
- Added retry logic in LlmController for handling rate limit errors (HTTP 429) with a 10-second wait before retrying.
- Introduced additional delay after tool calls in LlmController to further mitigate rate limit issues.
- Updated GeminiProvider to increase maximum retry attempts from 3 to 5 and base retry delay from 2s to 3s for better handling of rate limits.
- Enhanced logging for rate limit scenarios to provide clearer feedback during API interactions.
- Introduced IServiceScopeFactory to create a scope for background tasks, allowing access to scoped services like ILlmService and IMcpService.
- Enhanced error handling during chat stream processing, providing user-friendly error messages for database connection issues.
- Refactored SendProgressUpdate method to accept hubContext and logger as parameters, improving logging consistency.
- Updated InjectBacktestDetailsFetchingIfNeeded method to utilize scoped services, ensuring accurate backtest detail fetching.
- Improved overall error messaging and logging throughout the LlmController for better user feedback during chat interactions.
- Simplified progress update messages in LlmController by removing iteration details for clarity.
- Enhanced the visual appearance of the AiChat component by adjusting opacity levels for progress indicators and text elements, improving overall readability and user experience.
- Updated styling for tool name and error messages to ensure consistent visual feedback during chat interactions.
- Implemented SignalR integration for real-time chat streaming in LlmController, allowing for progress updates during LLM interactions.
- Refactored AiChat component to handle streaming responses and display progress updates, including iteration status and tool call results.
- Introduced a new ProgressIndicator component to visually represent the current state of chat processing.
- Updated AiChatService to manage SignalR connections and handle streaming updates effectively, improving user experience during chat sessions.
- Enhanced error handling and messaging for better feedback during chat interactions.
- Added a new ChatStream endpoint to handle real-time chat interactions with LLMs, providing streaming progress updates.
- Introduced LlmProgressUpdate class to encapsulate various types of progress updates during chat processing, including iteration starts, tool calls, and final responses.
- Enhanced error handling and user authentication checks within the streaming process to ensure robust interaction.
- Refactored tool execution logic to safely handle tool calls and provide detailed feedback on execution status and results.
- Added a retry policy with exponential backoff for handling transient errors and rate limits in the Gemini API provider.
- Introduced a delay between iterations in LlmController to prevent rapid bursts and avoid hitting rate limits.
- Enhanced logging for retries and error handling to improve visibility into API interactions and rate limiting behavior.
- Updated the calculation of bots allocation USD value to directly sum BotTradingBalance from Bot entities, eliminating the need for additional service calls to fetch bot configurations.
- This change aims to prevent potential deadlocks and improve performance by reducing unnecessary asynchronous calls.
- Reduced the MaxConcurrentPerInstance value from 60 to 30 to optimize resource allocation and improve system performance under load.
- This change aims to enhance stability and responsiveness of the worker backtest compute process.
- Introduced a new buffer amount to prevent overdraw when requested swap amounts exceed wallet balances, enhancing balance management.
- Updated swap logic to apply the buffer conditionally, ensuring safe transaction amounts are used during swaps.
- Improved logging to provide warnings when requested amounts exceed available balances, enhancing user feedback and transparency.
- Implemented logic to calculate broker closing price from PNL when the price is zero or invalid, improving accuracy in trade reconciliation.
- Added detailed logging for calculated closing prices, including entry price, PNL, and leverage, to enhance visibility into trading performance.
- Updated handling of take profit and stop loss updates based on valid closing prices, ensuring more reliable position management.
- Added logic to calculate broker PNL when it is zero or invalid, using actual prices for more accurate profit and loss reporting.
- Improved logging to provide detailed information when PNL is calculated, enhancing visibility into trading performance.
- Updated documentation guidelines to discourage unnecessary .md files unless explicitly requested by users.
- Updated token retrieval logic to ensure non-synthetic tokens are prioritized for swaps, improving accuracy in token selection.
- Added detailed logging for token data, including assetSymbol and baseSymbol, to enhance visibility during token lookups.
- Introduced a new test case to validate the successful swap of USDC to BTC, confirming the resolution to the non-synthetic WBTC token.
- Improved error handling for token lookups, providing clearer feedback when a valid token symbol is not found.
- Introduced a new method to verify the execution of opening swaps in history, ensuring positions are only marked as filled after confirming successful swaps.
- Improved logging to provide detailed feedback on swap confirmation status, including retries for pending swaps and error handling for verification failures.
- Adjusted position status update logic to enhance robustness in managing filled positions, preventing premature status changes.
- Introduced a new variable to capture the closing price based on filled stop loss or take profit trades, improving clarity in the closing message.
- Enhanced message formatting to include the closing price when applicable, providing better feedback on trade outcomes.
- Streamlined conditional checks for filled trades to ensure accurate reporting of closing prices.
- Updated balance checks to utilize user-defined thresholds for minimum trading and swap balances, enhancing flexibility.
- Improved gas fee validation by incorporating user settings, allowing for more personalized transaction management.
- Enhanced logging to provide clearer messages regarding balance sufficiency and gas fee limits, improving user feedback during operations.
- Introduced logic to check if the opening swap was canceled by the broker, marking positions as canceled when necessary.
- Adjusted orphaned balance thresholds for ETH and other tokens to improve balance management.
- Enhanced logging to provide detailed information on swap status, including warnings for canceled swaps and their implications on position management.
- Added a new method to verify swap execution status, improving the robustness of position handling in SpotBot.
- Added logic to wait for ETH→USDC swap to settle before refreshing the USDC balance, preventing premature bot stoppage due to low balance.
- Implemented balance verification and cache invalidation for accurate balance checks post-swap.
- Improved logging to indicate the status of balance refresh and cache invalidation after closing a position.
- Adjusted max dust amount threshold based on token type: increased for ETH to account for gas reserves, while maintaining a lower threshold for other tokens.
- Enhanced logging to clarify when a position is closed, indicating if the remaining balance is expected for gas reserves or if it was successfully closed.
- Increased slippage tolerance from 0.6% to 0.7% to account for gas reserves.
- Improved logging to provide detailed information when adjusting position quantities due to slippage or when retaining original quantities.
- Updated CloseSpotPositionCommandHandler to use the position's opened quantity instead of the entire wallet balance, ensuring gas fees are preserved.
- Adjusted Web3ProxyService settings for retry attempts and operation timeouts to improve performance.
- Enhanced swap token implementation to handle native tokens correctly and increased operation timeout for better reliability.
- Added try-catch block around position closing logic to handle potential failures gracefully.
- Enhanced logging to provide detailed warnings when closing a position fails, ensuring the position status remains unchanged for retry on the next cycle.
- Re-threw exceptions for unhandled cases to inform callers of operation failures, improving overall robustness of the SpotBot.
- Added a new method in IWeb3ProxyService to retrieve token balances directly from the blockchain, ensuring accurate decimal handling.
- Updated ExchangeService to utilize the new on-chain balance method, replacing the previous balance retrieval logic.
- Enhanced SpotBot logging to provide clearer warnings when token balances are significantly lower than expected, and to log cases of excess token balances.
- Introduced a new API endpoint for fetching token balances on-chain, improving the overall functionality of the service.
- Updated SpotBot to log detailed information when detecting small token balances, indicating potential gas reserves or dust.
- Introduced a minimum threshold for orphaned positions, improving decision-making on whether to open new positions.
- Enhanced logging for potential zombie positions, providing clearer warnings when token balances are missing.
- Improved force close logging to clarify the status of remaining balances after attempts to clear them.
- Updated FuturesBot logging to include a prefix indicating the bot type for better clarity in logs.
- Refactored signal retrieval code for improved readability by formatting the method call across multiple lines.
- Minor whitespace adjustments to enhance code consistency.
- Updated SpotBot to log detailed information when a closing position is found in the history, including position direction and dates.
- Enhanced logging for scenarios where no closing position is found or when position history is unavailable, improving clarity on position status.
- Removed outdated log messages to streamline the logging process.
