Adwizard/Virtual/VirtualCloseManager.mqh

<EFBFBD><EFBFBD>//+------------------------------------------------------------------+
//|                                          VirtualCloseManager.mqh |
//|                                 Copyright 2022-2025, Yuriy Bykov |
//|                            https://www.mql5.com/ru/users/antekov |
//+------------------------------------------------------------------+
#property copyright "Copyright 2022-2025, Yuriy Bykov"
#property link      "https://www.mql5.com/ru/users/antekov"
#property version   "1.00"

class CVirtualAdvisor;

#include "../Database/Storage.mqh"

// >7<>6=K5 A>AB>O=8O <5=5465@0 70:@KB8O
enum ENUM_CM_STATE {
   CM_STATE_OK,            // 8<8BK =5 ?@52KH5=K (=>@<0;L=>5 A>AB>O=85)
   CM_STATE_LOSS,          // @52KH5= >1I89 C1KB>:
   CM_STATE_PROFIT,        // >AB83=CB0 >1I0O ?@81K;L
   CM_STATE_TRAIL_PROFIT   // "@59;8=3 ?@81K;8
};

// >7<>6=K5 A?>A>1K @0AGQB0 >1I53> C1KB:0
enum ENUM_CM_CALC_LOSS {
   CM_CALC_LOSS_MONEY_BB,           // [$] Fixed Money
   CM_CALC_LOSS_PERCENT_BB,         // [%] of Base Balance
};

// >7<>6=K5 A?>A>1K @0AGQB0 >1I59 ?@81K;8
enum ENUM_CM_CALC_PROFIT {
   CM_CALC_PROFIT_MONEY_BB,           // [$] Fixed Money
   CM_CALC_PROFIT_PERCENT_BB,         // [%] of Base Balance
};

//+------------------------------------------------------------------+
//| ;0AA <5=5465@0 70:@KB8O (D8:A0F88 ?@81K;8 8 C1KB:>2)            |
//+------------------------------------------------------------------+
class CVirtualCloseManager : public CFactorable {
protected:
// A=>2=K5 ?0@0<5B@K :>=AB@C:B>@0
   double            m_baseBalance;          // 07>2K9 10;0=A

   ENUM_CM_CALC_LOSS m_calcLossLimit;        // !?>A>1 @0AGQB0 <0:A8<0;L=>3> >1I53> C1KB:0
   double            m_maxLossLimit;         // 0@0<5B@ @0AGQB0 <0:A8<0;L=>3> >1I53> C1KB:0

   ENUM_CM_CALC_PROFIT m_calcProfitLimit;    // !?>A>1 @0AGQB0 <0:A8<0;L=>9 >1I59 ?@81K;8
   double            m_maxProfitLimit;       // 0@0<5B@ @0AGQB0 <0:A8<0;L=>9 >1I59 ?@81K;8

   CVirtualAdvisor*  m_expert;               // #:070B5;L =0 >1J5:B M:A?5@B0

// "5:CI55 A>AB>O=85
   ENUM_CM_STATE     m_state;                // !>AB>O=85

// 1=>2;O5<K5 7=0G5=8O
   double            m_balance;              // "5:CI89 10;0=A
   double            m_equity;               // "5:CI85 A@54AB20
   double            m_profit;               // "5:CI0O ?;020NI0O ?@81K;L
   double            m_overallProfit;        // "5:CI0O >1I0O ?@81K;L >B=>A8B5;L=> 107>2>3> 10;0=A0


// 0I8IQ==K5 <5B>4K
   double            LossMoney();            // 0:A8<0;L=K9 >1I89 C1KB>:
   double            ProfitMoney();          // 0:A8<0;L=0O ?@81K;L

   void              UpdateProfit();         // 1=>2;5=85 B5:CI8E 7=0G5=89 ?@81K;8
   void              CheckLimits();          // @>25@:0 4>AB865=8O 4>?CAB8<KE C@>2=59 ?@81K;8/C1KB:0
  
   CVirtualCloseManager(string p_params);    // 0:@KBK9 :>=AB@C:B>@

public:
   STATIC_CONSTRUCTOR(CVirtualCloseManager); // !B0B8G5A:89 <5B>4 A>740=8O >1J5:B0
   virtual void      Tick();                 // 1@01>B:0 B8:0 2 <5=5465@5 70:@KB8O

   virtual string    Text();                 // =D>@<0F8O > B5:CI5< A>AB>O=88

   // @82O7:0 M:A?5@B0 : <5=5465@C 70:@KB8O
   void              Expert(CVirtualAdvisor* p_expert);

   virtual bool      Save();      // !>E@0=5=85 A>AB>O=8O
   virtual bool      Load();      // 03@C7:0 A>AB>O=8O

   virtual string    operator~() override;   // @5>1@07>20=85 >1J5:B0 2 AB@>:C
};

REGISTER_FACTORABLE_CLASS(CVirtualCloseManager); //  538AB@0F8O =>2>3> ?>B><:0 CFactorable

//+------------------------------------------------------------------+
//| >=AB@C:B>@                                                      |
//+------------------------------------------------------------------+
CVirtualCloseManager::CVirtualCloseManager(string p_params) {
// 0?><8=05< AB@>:C 8=8F80;870F88
   m_params = p_params;

// '8B05< AB@>:C 8=8F80;870F88 8 CAB0=02;8205< 7=0G5=8O A2>9AB2
   m_isActive = (bool) ReadLong(p_params);
   m_baseBalance = ReadDouble(p_params);
   m_calcLossLimit = (ENUM_CM_CALC_LOSS) ReadLong(p_params);
   m_maxLossLimit = ReadDouble(p_params);
   m_calcProfitLimit = (ENUM_CM_CALC_PROFIT) ReadLong(p_params);
   m_maxProfitLimit = ReadDouble(p_params);


// #AB0=02;8205< A>AB>O=85: 8<8BK =5 ?@52KH5=K
   m_state = CM_STATE_OK;

// 1=>2;O5< B5:CI85 7=0G5=8O ?@81K;8
   UpdateProfit();

// >@@5:B8@C5< 107>2K9 10;0=A, 5A;8 >= =5 7040=
   if(m_baseBalance == 0) {
      m_baseBalance = m_balance;
   }
}

//+------------------------------------------------------------------+
//| 1@01>B:0 B8:0 2 @8A:-<5=5465@5                                  |
//+------------------------------------------------------------------+
void CVirtualCloseManager::Tick() {
// A;8 @8A:-<5=5465@ =50:B825=, B> 2KE>48<
   if(!m_isActive) {
      return;
   }

// 1=>2;O5< B5:CI85 7=0G5=8O ?@81K;8
   UpdateProfit();

// A;8 <5=5465@ 2 A>AB>O=88 B@59;8=30, B>
   if(m_state == CM_STATE_TRAIL_PROFIT) {
      // >:0 ?@>AB> 1C45< A@07C D8:A8@>20BL ?@81K;L,
      // ?5@52>4O <5=5465@ 2 A>>B25BA2CNI55 A>AB>O=85
      if(true) {
         m_state = CM_STATE_PROFIT;
      }
   }

// A;8 <5=5465@ 2 =>@<0;L=>< A>AB>O=88, B>
   if(m_state == CM_STATE_OK) {
      // @>25@O5< ?@52KH5=85 ?@545;>2 C1KB:0 8 ?@81K;8
      CheckLimits();
   }

// A;8 <5=5465@ 2 A>AB>O=88 4>AB83=CB>3> C1KB:0 8;8 ?@81K;8, B>
   if(m_state == CM_STATE_LOSS || m_state == CM_STATE_PROFIT) {
      // 0:@K205< 2A5 ?>78F88
      m_expert.Close();

      // A;8 2A5 ?>78F88 70:@KBK, B>
      if(PositionsTotal() == 0) {
         // 5@5E>48< 2 =>@<0;L=>5 A>AB>O=85
         m_state = CM_STATE_OK;

         // 1=>2;O5< 7=0G5=85 107>2>3> 10;0=A0
         m_baseBalance = m_balance;
      } else {
         // 4Q< 70:@KB8O 2A5E ?>78F89
      }

      // !>E@0=O5< A>AB>O=85 M:A?5@B0
      m_expert.Save();
   }
}

//+------------------------------------------------------------------+
//| =D>@<0F8O > B5:CI5< A>AB>O=88                                   |
//+------------------------------------------------------------------+
string CVirtualCloseManager::Text() {
   string s = "=== Close Manager ===\n";

   s += StringFormat("BL: %8.2f | Target: %8.2f (%8.2f)\n",
                     m_baseBalance,
                     m_baseBalance + ProfitMoney(),
                     m_baseBalance - LossMoney());

   return s;
}

//+------------------------------------------------------------------+
//| @82O7:0 M:A?5@B0 : <5=5465@C 70:@KB8O                           |
//+------------------------------------------------------------------+
void CVirtualCloseManager::Expert(CVirtualAdvisor* p_expert) {
   m_expert = p_expert;
}

//+------------------------------------------------------------------+
//| !>E@0=5=85 A>AB>O=8O                                             |
//+------------------------------------------------------------------+
bool CVirtualCloseManager::Save() {
   CStorage::Set("CVirtualCloseManager::m_state", m_state);
   CStorage::Set("CVirtualCloseManager::m_baseBalance", m_baseBalance);

   return true;
}

//+------------------------------------------------------------------+
//| 03@C7:0 A>AB>O=8O                                               |
//+------------------------------------------------------------------+
bool CVirtualCloseManager::Load() {
   bool res = true;

   res &= CStorage::Get("CVirtualCloseManager::m_state", m_state);
   res &= CStorage::Get("CVirtualCloseManager::m_baseBalance", m_baseBalance);

   return res;
}

//+------------------------------------------------------------------+
//| 0:A8<0;L=K9 >1I89 C1KB>:                                        |
//+------------------------------------------------------------------+
double CVirtualCloseManager::LossMoney() {
   if(m_calcLossLimit == CM_CALC_LOSS_PERCENT_BB) {
      // ;O 7040==>3> ?@>F5=B0 >B 107>2>3> 10;0=A0 2KG8A;O5< 53>
      return m_baseBalance * m_maxLossLimit / 100;
   } else {
      // ;O D8:A8@>20==>3> 7=0G5=8O ?@>AB> 2>72@0I05< 53>
      // CM_CALC_LOSS_MONEY_BB
      return m_maxLossLimit;
   }
}

//+------------------------------------------------------------------+
//| 0:A8<0;L=0O >1I0O ?@81K;L                                       |
//+------------------------------------------------------------------+
double CVirtualCloseManager::ProfitMoney() {
   if(m_calcProfitLimit == CM_CALC_PROFIT_PERCENT_BB) {
      // ;O 7040==>3> ?@>F5=B0 >B 107>2>3> 10;0=A0 2KG8A;O5< 53>
      return m_baseBalance * m_maxProfitLimit / 100;
   } else {
      // ;O D8:A8@>20==>3> 7=0G5=8O ?@>AB> 2>72@0I05< 53>
      // CM_CALC_PROFIT_MONEY_BB
      return m_maxProfitLimit;
   }
}

//+------------------------------------------------------------------+
//| 1=>2;5=85 B5:CI8E 7=0G5=89 ?@81K;8                              |
//+------------------------------------------------------------------+
void CVirtualCloseManager::UpdateProfit() {
// "5:CI85 A@54AB20
   m_equity = AccountInfoDouble(ACCOUNT_EQUITY);

// "5:CI89 10;0=A
   m_balance = AccountInfoDouble(ACCOUNT_BALANCE);

// "5:CI0O ?;020NI0O ?@81K;L
   m_profit = m_equity - m_balance;

// "5:CI0O >1I0O ?@81K;L >B=>A8B5;L=> 107>2>3> 10;0=A0
   m_overallProfit = m_equity - m_baseBalance;

//  07 2 G0A 2K2>48< 7=0G5=8O 2 ;>3
   if(IsNewBar(Symbol(), PERIOD_H1)) {
      PrintFormat(__FUNCTION__" | Profit = %.2f | Overall = %.2f",
                  m_profit, m_overallProfit);
   }
}


//+------------------------------------------------------------------+
//| @>25@:0 ;8<8B>2 C1KB:0                                          |
//+------------------------------------------------------------------+
void CVirtualCloseManager::CheckLimits() {
// A;8 4>AB83=CB >1I89 C1KB>:
   if(m_overallProfit <= -LossMoney()) {
      // #AB0=02;8205< @8A:-<5=5465@ 2 A>AB>O=85 4>AB83=CB>3> >1I53> C1KB:0
      m_state = CM_STATE_LOSS;

      PrintFormat(__FUNCTION__" | CLOSE LOSS Profit = %.2f | OverallProfit = %.2f (%.2f)",
                  m_profit, m_overallProfit, -LossMoney());

   }
// A;8 4>AB83=CB >1I89 C1KB>: 8 ?>78F88 5IQ >B:@KBK
   else if(m_overallProfit >= ProfitMoney()) {
      // #AB0=02;8205< @8A:-<5=5465@ 2 A>AB>O=85 4>AB83=CB>9 >1I59 ?@81K;8
      m_state = CM_STATE_PROFIT;

      PrintFormat(__FUNCTION__" | CLOSE PROFIT Profit = %.2f | OverallProfit = %.2f (%.2f)",
                  m_profit, m_overallProfit, ProfitMoney());
   }
}

//+------------------------------------------------------------------+
//| @5>1@07>20=85 >1J5:B0 2 AB@>:C                                  |
//+------------------------------------------------------------------+
string CVirtualCloseManager::operator~() {
   return StringFormat("%s(%s)", typename(this), m_params);
}
//+------------------------------------------------------------------+