cyberhybridhub/server/lib/trading/trading_config.dart

/// Parsed trading configuration (template + user override merged).
class EffectiveTradingConfig {
  EffectiveTradingConfig({
    required this.version,
    required this.enabled,
    required this.mode,
    required this.dataInputs,
    required this.rules,
    required this.guardrails,
    this.templateName,
  });

  final int version;
  final bool enabled;
  final String mode;
  final List<DataInputConfig> dataInputs;
  final List<TradingRuleConfig> rules;
  final GuardrailsConfig guardrails;
  final String? templateName;

  factory EffectiveTradingConfig.fromJson(
    Map<String, dynamic> json, {
    String? templateName,
    bool? userEnabled,
  }) {
    final bool configEnabled = json['enabled'] as bool? ?? false;
    return EffectiveTradingConfig(
      version: (json['version'] as num?)?.toInt() ?? 1,
      enabled: userEnabled ?? configEnabled,
      mode: json['mode'] as String? ?? 'paper',
      dataInputs: _parseDataInputs(json['data_inputs']),
      rules: _parseRules(json['rules']),
      guardrails: GuardrailsConfig.fromJson(
        json['guardrails'] as Map<String, dynamic>? ?? <String, dynamic>{},
      ),
      templateName: templateName,
    );
  }

  static List<DataInputConfig> _parseDataInputs(Object? raw) {
    if (raw is! List) {
      return <DataInputConfig>[];
    }
    return raw
        .whereType<Map>()
        .map((Map<dynamic, dynamic> m) =>
            DataInputConfig.fromJson(Map<String, dynamic>.from(m)))
        .toList();
  }

  static List<TradingRuleConfig> _parseRules(Object? raw) {
    if (raw is! List) {
      return <TradingRuleConfig>[];
    }
    return raw
        .whereType<Map>()
        .map((Map<dynamic, dynamic> m) =>
            TradingRuleConfig.fromJson(Map<String, dynamic>.from(m)))
        .toList();
  }

  /// Deep-merge [override] onto [base]. Lists with `id` fields merge by id.
  static Map<String, dynamic> mergeJson(
    Map<String, dynamic> base,
    Map<String, dynamic> override,
  ) {
    final Map<String, dynamic> result = Map<String, dynamic>.from(base);
    for (final MapEntry<String, dynamic> entry in override.entries) {
      final Object? baseValue = base[entry.key];
      final Object? overrideValue = entry.value;
      if (entry.key == 'data_inputs' || entry.key == 'rules') {
        result[entry.key] = _mergeListById(
          baseValue is List ? baseValue : <Object?>[],
          overrideValue is List ? overrideValue : <Object?>[],
        );
      } else if (baseValue is Map<String, dynamic> &&
          overrideValue is Map<String, dynamic>) {
        result[entry.key] = mergeJson(baseValue, overrideValue);
      } else {
        result[entry.key] = overrideValue;
      }
    }
    return result;
  }

  static List<Object?> _mergeListById(List<Object?> base, List<Object?> override) {
    final Map<String, Map<String, dynamic>> byId = <String, Map<String, dynamic>>{};
    for (final Object? item in base) {
      if (item is Map) {
        final Map<String, dynamic> map = Map<String, dynamic>.from(item);
        final String? id = map['id'] as String?;
        if (id != null) {
          byId[id] = map;
        }
      }
    }
    for (final Object? item in override) {
      if (item is Map) {
        final Map<String, dynamic> patch = Map<String, dynamic>.from(item);
        final String? id = patch['id'] as String?;
        if (id == null) {
          continue;
        }
        byId[id] = byId.containsKey(id) ? mergeJson(byId[id]!, patch) : patch;
      }
    }
    return byId.values.toList();
  }
}

class DataInputConfig {
  DataInputConfig({
    required this.id,
    required this.source,
    required this.assetClass,
    required this.symbols,
    required this.feed,
    required this.pollIntervalSeconds,
    required this.metrics,
  });

  final String id;
  final String source;
  final String assetClass;
  final List<String> symbols;
  final String feed;
  final int pollIntervalSeconds;
  final List<String> metrics;

  factory DataInputConfig.fromJson(Map<String, dynamic> json) {
    return DataInputConfig(
      id: json['id']! as String,
      source: json['source'] as String? ?? 'alpaca',
      assetClass: json['asset_class'] as String? ?? 'us_equity',
      symbols: (json['symbols'] as List<dynamic>? ?? <dynamic>[])
          .map((dynamic s) => s as String)
          .toList(),
      feed: json['feed'] as String? ?? 'iex',
      pollIntervalSeconds:
          (json['poll_interval_seconds'] as num?)?.toInt() ?? 60,
      metrics: (json['metrics'] as List<dynamic>? ?? <dynamic>[])
          .map((dynamic m) => m as String)
          .toList(),
    );
  }
}

class TradingRuleConfig {
  TradingRuleConfig({
    required this.id,
    required this.type,
    required this.symbol,
    required this.refMetric,
    required this.thresholdPct,
    required this.questionTemplate,
    required this.maxStalenessSeconds,
    this.onAnswerMatch,
  });

  final String id;
  final String type;
  final String symbol;
  final String refMetric;
  final num thresholdPct;
  final String questionTemplate;
  final int maxStalenessSeconds;
  final Map<String, dynamic>? onAnswerMatch;

  factory TradingRuleConfig.fromJson(Map<String, dynamic> json) {
    return TradingRuleConfig(
      id: json['id']! as String,
      type: json['type']! as String,
      symbol: json['symbol']! as String,
      refMetric: json['ref_metric'] as String? ?? 'prev_close',
      thresholdPct: json['threshold_pct'] as num? ?? 0,
      questionTemplate: json['question_template'] as String? ?? '',
      maxStalenessSeconds:
          (json['max_staleness_seconds'] as num?)?.toInt() ?? 900,
      onAnswerMatch: json['on_answer_match'] is Map
          ? Map<String, dynamic>.from(json['on_answer_match'] as Map)
          : null,
    );
  }
}

class GuardrailsConfig {
  GuardrailsConfig({
    required this.maxOrdersPerDay,
    required this.maxNotionalUsdPer4h,
    required this.requireQuestionBeforeOrder,
    required this.symbolsBlocklist,
  });

  final int maxOrdersPerDay;

  /// Cap on total order notional placed in any rolling 4-hour window.
  ///
  /// Phase 1 enforces this against [trade_orders.submitted_at]; the same value
  /// is referenced via [Guardrails.windowDuration] when the caller computes the
  /// running total.
  final num maxNotionalUsdPer4h;

  final bool requireQuestionBeforeOrder;
  final List<String> symbolsBlocklist;

  factory GuardrailsConfig.fromJson(Map<String, dynamic> json) {
    final num? per4h = json['max_notional_usd_per_4h'] as num?;
    // Back-compat: read legacy key if present, but new configs should use _per_4h.
    final num? legacyPerDay = json['max_notional_usd_per_day'] as num?;
    return GuardrailsConfig(
      maxOrdersPerDay: (json['max_orders_per_day'] as num?)?.toInt() ?? 3,
      maxNotionalUsdPer4h: per4h ?? legacyPerDay ?? 100,
      requireQuestionBeforeOrder:
          json['require_question_before_order'] as bool? ?? true,
      symbolsBlocklist: (json['symbols_blocklist'] as List<dynamic>? ??
              <dynamic>[])
          .map((dynamic s) => s as String)
          .toList(),
    );
  }
}