riskgate-service-realcase/README.md

# riskgate-service-realcase

Gate risk manager service — real scenario use case.

Implements `RiskGateHandler` from the [`@douglasrechia/riskgate`](https://knitpkg.dev) package as a MetaTrader 5 service that listens on a socket and approves or rejects incoming trade signals based on a set of risk rules.

---

## Risk Rules

| Rule | Detail |
|---|---|
| Signal validation | Signal must contain `symbol`, `sl_points`, and `magic`; `symbol` must be non-empty and `sl_points` must be > 0 |
| Lot sizing | 0.5% of account equity (core equity model — closed trades), sized from SL in points |
| Daily loss limit | Daily P&L < −2% of equity → all trades banned until midnight |
| Daily trade limit | Max 6 trades per day (open + closed combined) |
| Per-symbol limit | Max 2 open positions per symbol |
| Correlated exposure | 50% lot reduction when another open position shares the same magic number on a different symbol |

---

## Project Structure

```
src/
  RiskgateServiceRealCase.mq5   # Service entry point — starts the RiskGateServer on port 5555
  RiskgateHandler.mqh           # MyHandler implementation with all risk rules
  RiskgateHandlerDep.mqh        # KnitPkg entrypoint — declares external dependency includes
  AccountInfo.mqh               # IAccountInfo interface + Real/Mock implementations
  TradeHistory.mqh              # ITradeHistory interface + Real/Mock implementations
  OpenPositions.mqh             # IOpenPositions interface + Real/Mock implementations
  SymbolInfo.mqh                # ISymbolInfo interface + Real/Mock implementations
tests/
  UnitTests.mq5                 # Unit tests for MyHandler
```

---

## How It Works

The service starts a `RiskGateServer` on port `5555`. When a signal arrives, `MyHandler.OnSignal()` runs the following pipeline:

1. **Signal validation** — rejects if required keys are missing or values are invalid (`invalid_signal`)
2. **Daily stats** — computes today's closed P&L and closed position count from trade history
3. **Daily trade limit** — rejects if open + closed positions ≥ 6 (`daily_max_positions_limit`)
4. **Daily loss limit** — rejects if today's P&L < −2% of balance (`daily_loss_limit`)
5. **Per-symbol limit** — rejects if ≥ 2 open positions already exist on the same symbol (`max_positions_reached`)
6. **Lot calculation** — sizes lot to 0.5% risk from SL in points; halves it if correlated exposure is detected
7. **Approval** — returns `approved = true` with the calculated lot

### Signal format (JSON)

```json
{
  "symbol":    "EURUSD",
  "sl_points": 50,
  "magic":     1
}
```

### Response format (JSON)

```json
{
  "approved": true,
  "lot":      0.05,
  "reason":   ""
}
```

Possible `reason` values when `approved = false`:

- `invalid_signal`
- `daily_max_positions_limit`
- `daily_loss_limit`
- `max_positions_reached`
- `lot_too_small`

---

## Dependencies

Managed by [KnitPkg](https://knitpkg.dev).

| Package | Version |
|---|---|
| `@douglasrechia/riskgate` | `^1.0.0` |
| `@douglasrechia/logger` | `^1.0.0` (transitive) |
| `@douglasrechia/sockets` | `^1.0.0` (transitive) |
| `@knitpkg-labs/jason` | `^1.0.0` (transitive) |

Install dependencies:

```bash
kp install
```

---

## Build

Compile the service and unit tests:

```bash
kp compile
```

Output binaries are placed in `bin/`.

---

## Tests

Unit tests are in `tests/UnitTests.mq5` and cover `MyHandler` in isolation using mock implementations of all external dependencies (`MockTradeHistory`, `MockAccountInfo`, `MockOpenPositions`, `RealSymbolInfo`).

| Test | Description |
|---|---|
| `Test_ApprovedTrade_LotRisksHalfPercentOfBalance` | Approves trade and sizes lot to exactly 0.5% risk with no history or open positions |
| `Test_ApprovedTrade_With5OpenPositions` | Approves trade when 5 positions are open on other symbols |
| `Test_RejectedTrade_With6OpenPositions` | Rejects when 6 positions are already open (`daily_max_positions_limit`) |
| `Test_RejectedTrade_With2OpenPositionsOnSameSymbol` | Rejects when 2 positions are open on the same symbol (`max_positions_reached`) |
| `Test_ApprovedTrade_LotHalvedWithCorrelatedExposure` | Approves and halves lot when a correlated position (same magic, different symbol) exists |
| `Test_ApprovedTrade_DailyLossUnder2Percent` | Approves when daily loss is below the 2% threshold |
| `Test_RejectedTrade_DailyLossOver2Percent` | Rejects when daily loss exceeds the 2% threshold (`daily_loss_limit`) |
| `Test_RejectedTrade_InvalidSignal_MissingSymbol` | Rejects signal missing the `symbol` key (`invalid_signal`) |
| `Test_RejectedTrade_InvalidSignal_SlPointsZero` | Rejects signal with `sl_points = 0` (`invalid_signal`) |

---

## License

This project is released under the **MIT License**. See `LICENSE` for details.

---

## Disclaimer

This code is provided **as-is**, for **educational purposes only**.  
No warranty (express or implied) is provided. Use at your own risk.