ib-extensions 1.0 → 1.1

checksums.yaml

@@ -1,7 +1,7 @@
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data/Gemfile

@@ -4,6 +4,7 @@ source "https://rubygems.org"
 gemspec
 gem "ib-api",   path: "../ib-api/"
 ## move this to gemspec and include as development dependency after the gem is released
-gem "ib-symbols",   path: "../ib-symbols/"
+gem "ib-symbols" #,   path: "../ib-symbols/"
 #gem "ib-api",  :git=> 'https://github.com/ib-ruby/ib-api.git'
 gem "rake", "~> 12.0"
+gem 'dry-core'

data/Gemfile.lock

@@ -1,38 +1,34 @@
 PATH
   remote: ../ib-api
   specs:
-    ib-api (972.0)
+    ib-api (972.4)
       activemodel
       activesupport (>= 6.0)
 
-PATH
-  remote: ../ib-symbols
-  specs:
-    ib-symbols (1.0)
-      ib-api
-      ox
-
 PATH
   remote: .
   specs:
-    ib-extensions (1.0)
+    ib-extensions (1.1)
+      ib-api (~> 972.4)
       ox
 
 GEM
   remote: https://rubygems.org/
   specs:
-    activemodel (6.0.3.4)
-      activesupport (= 6.0.3.4)
-    activesupport (6.0.3.4)
+    activemodel (6.1.3.2)
+      activesupport (= 6.1.3.2)
+    activesupport (6.1.3.2)
       concurrent-ruby (~> 1.0, >= 1.0.2)
-      i18n (>= 0.7, < 2)
-      minitest (~> 5.1)
-      tzinfo (~> 1.1)
-      zeitwerk (~> 2.2, >= 2.2.2)
+      i18n (>= 1.6, < 2)
+      minitest (>= 5.1)
+      tzinfo (~> 2.0)
+      zeitwerk (~> 2.3)
     coderay (1.1.3)
-    concurrent-ruby (1.1.7)
+    concurrent-ruby (1.1.8)
     diff-lcs (1.4.4)
-    ffi (1.13.1)
+    dry-core (0.5.0)
+      concurrent-ruby (~> 1.0)
+    ffi (1.15.0)
     formatador (0.2.5)
     guard (2.16.2)
       formatador (>= 0.2.4)
@@ -48,20 +44,23 @@ GEM
       guard (~> 2.1)
       guard-compat (~> 1.1)
       rspec (>= 2.99.0, < 4.0)
-    i18n (1.8.5)
+    i18n (1.8.10)
       concurrent-ruby (~> 1.0)
-    listen (3.3.1)
+    ib-symbols (1.0)
+      ib-api
+      ox
+    listen (3.5.1)
       rb-fsevent (~> 0.10, >= 0.10.3)
       rb-inotify (~> 0.9, >= 0.9.10)
     lumberjack (1.2.8)
     method_source (1.0.0)
-    minitest (5.14.2)
+    minitest (5.14.4)
     nenv (0.3.0)
     notiffany (0.1.3)
       nenv (~> 0.1)
       shellany (~> 0.0)
-    ox (2.13.4)
-    pry (0.13.1)
+    ox (2.14.4)
+    pry (0.14.1)
       coderay (~> 1.1)
       method_source (~> 1.0)
     rake (12.3.3)
@@ -74,39 +73,39 @@ GEM
       rspec-mocks (~> 3.10.0)
     rspec-collection_matchers (1.2.0)
       rspec-expectations (>= 2.99.0.beta1)
-    rspec-core (3.10.0)
+    rspec-core (3.10.1)
       rspec-support (~> 3.10.0)
-    rspec-expectations (3.10.0)
+    rspec-expectations (3.10.1)
       diff-lcs (>= 1.2.0, < 2.0)
       rspec-support (~> 3.10.0)
     rspec-its (1.3.0)
       rspec-core (>= 3.0.0)
       rspec-expectations (>= 3.0.0)
-    rspec-mocks (3.10.0)
+    rspec-mocks (3.10.2)
       diff-lcs (>= 1.2.0, < 2.0)
       rspec-support (~> 3.10.0)
-    rspec-support (3.10.0)
+    rspec-support (3.10.2)
     shellany (0.0.1)
-    thor (1.0.1)
-    thread_safe (0.3.6)
-    tzinfo (1.2.8)
-      thread_safe (~> 0.1)
-    zeitwerk (2.4.1)
+    thor (1.1.0)
+    tzinfo (2.0.4)
+      concurrent-ruby (~> 1.0)
+    zeitwerk (2.4.2)
 
 PLATFORMS
   ruby
 
 DEPENDENCIES
   bundler (~> 2.0)
+  dry-core
   guard
   guard-rspec
   ib-api!
   ib-extensions!
-  ib-symbols!
+  ib-symbols
   rake (~> 12.0)
   rspec (~> 3.0)
   rspec-collection_matchers
   rspec-its
 
 BUNDLED WITH
-   2.1.4
+   2.2.3

data/README.md

@@ -1,18 +1,23 @@
 # IB/Extensions
 
-Helpers and Macros that ease the usage of the TWS-API of Interactive Brokers
-
-**status:** A stable Gem-Release is in preparation.
+---
 
 __Documentation: [https://ib-ruby.github.io/ib-doc/](https://ib-ruby.github.io/ib-doc/)__  
 
-to activate use
+__Questions, Contributions, Remarks: [Discussions are opened in ib-api](https://github.com/ib-ruby/ib-api/discussions)__
+
+---
+
+__Helpers and Macros that ease the usage of the TWS-API of Interactive Brokers__
+
+To activate use
 ```
-gem 'ib-extensions',  git: 'https://github.com/ib-ruby/ib-extensions.git'
+gem 'ib-extensions'
 ```
 in the Gemfile and require the extensions as needed
 
 ## Include all
+(except gateway)
 ```
 require 'ib-api'
 require 'ib/extensions'
@@ -91,9 +96,9 @@ Its used in [Simple Monitor](https://github.com/ib-ruby/simple-monitor)
 
 ## Contributing
 
-Bug reports and pull requests are welcome on GitHub at https://github.com/ib-ruby/ib-extensions. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the [code of conduct](https://github.com/[USERNAME]/ib-extensions/blob/master/CODE_OF_CONDUCT.md).
+Bug reports and pull requests are welcome on GitHub at https://github.com/ib-ruby/ib-extensions. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the [code of conduct](https://github.com/[ib-ruby/ib-extensions/blob/master/CODE_OF_CONDUCT.md).
 
 
 ## Code of Conduct
 
-Everyone interacting in the Ib::Extensions project's codebases, issue trackers, chat rooms and mailing lists is expected to follow the [code of conduct](https://github.com/[USERNAME]/ib-extensions/blob/master/CODE_OF_CONDUCT.md).
+Everyone interacting in the Ib::Extensions project's codebases, issue trackers, chat rooms and mailing lists is expected to follow the [code of conduct](https://github.com/ib-ruby/ib-extensions/blob/master/CODE_OF_CONDUCT.md).

data/bin/console

@@ -48,7 +48,6 @@ read_yml = -> (key) do
   puts "Namespace is IB ! "
   puts
   puts '-'* 45
-	include LogDev
   include IB
   require 'irb'
   client_id = ARGV[1] || read_yml[:client_id]
@@ -63,16 +62,15 @@ read_yml = -> (key) do
 					end
 
   ARGV.clear
-  logger = default_logger #  Logger.new  STDOUT
 	
   ## The Block takes instructions which are executed  after initializing all instance-variables
   ## and prior to the connection-process
   ## Here we just subscribe to some events  
   C =  Connection.new  client_id: client_id, port: port  do |c|  # future use__ , optional_capacities: "+PACEAPI"  do |c|
 
-    c.subscribe( :ContractData, :BondContractData) { |msg| logger.info { msg.contract.to_human } }
-    c.subscribe( :Alert, :ContractDataEnd, :ManagedAccounts, :OrderStatus ) {| m| logger.info { m.to_human } }
-    c.subscribe( :PortfolioValue, :AccountValue, :OrderStatus, :OpenOrderEnd, :ExecutionData ) {| m| logger.info { m.to_human }}
+    c.subscribe( :ContractData, :BondContractData) { |msg| c.logger.info { msg.contract.to_human } }
+    c.subscribe( :Alert, :ContractDataEnd, :ManagedAccounts, :OrderStatus ) {| m| c.logger.info { m.to_human } }
+    c.subscribe( :PortfolioValue, :AccountValue, :OrderStatus, :OpenOrderEnd, :ExecutionData ) {| m| c.logger.info { m.to_human }}
 #    c.subscribe :ManagedAccounts do  |msg|
 #        puts "------------------------------- Managed Accounts ----------------------------------"
 #				puts "Detected Accounts: #{msg.accounts.account.join(' -- ')} " 

data/bin/{gateway.rb → gateway}

@@ -12,6 +12,7 @@ LogLevel = Logger::DEBUG  ##INFO # DEBUG # ERROR
 #require File.expand_path(File.dirname(__FILE__) + "/../config/boot")
 
 require 'ib-gateway'
+require 'ib/verify'
 require 'ib/market-price'
 require 'ib/option-chain'
 require 'ib/eod'
@@ -48,7 +49,6 @@ read_yml = -> (key) do
   puts 
   puts "Namespace is IB ! "
   puts
-  puts '-'* 45
  
   include IB
   require 'irb'
@@ -74,17 +74,21 @@ read_yml = -> (key) do
   ## and prior to the connection-process
   ## Here we just subscribe to some events  
 	begin
-		G =  Gateway.new  get_account_data: true, serial_array: true,
-			client_id: client_id, port: port, logger: logger,
-			watchlists: [:Spreads, :BuyAndHold]
+		G =  Gateway.new get_account_data: true, serial_array: true,
+			client_id: client_id, port: port ,  logger: logger,
+			watchlists: [:Spreads, :Stillhalter, :BuyAndHold]
 	rescue IB::TransmissionError => e
 		puts "E: #{e.inspect}"
 	end
 
 	C =  G.tws
+
+  C.subscribe(:TickGeneric, :TickOption, :TickRequestParameters, :MarketDataType, :TickString, :TickSize  ){|x| x }
   unless  C.received[:OpenOrder].blank?
         puts "------------------------------- OpenOrders ----------------------------------"
     puts C.received[:OpenOrder].to_human.join "\n"
+    puts  " ---------------- Open Orders are present in G.clients.orders --------------"
+    puts ""
   end
   puts  "Connection established on Port  #{port}, client_id #{client_id} used"
   puts
@@ -94,4 +98,9 @@ read_yml = -> (key) do
   puts  "some basic Messages are subscribed and accordingly displayed"
   puts '-'* 45
 
+  begin
   IRB.start(__FILE__)
+  #rescue  IB::OrderAttributeError => e
+  #  puts "OrderAtttribute ERROR"
+  end
+

data/changelog.md

@@ -27,5 +27,11 @@
 	* included specific alert-definitions in this directory:
 	  order-alerts, gateway-alerts
 
+* moving model/spread.rb to `ib-api`  Gem
 
+#### Preparation of a Gem-Release 
 
+* Gateway#connect: initializing order-array by calling :RequestAllOrders after establishing the connection.
+
+* Gateway#connect: Occasionally the request for AccountPositions/AllOrders fails. Then a reconnect is
+                   appropriate. This is now implemented.

data/ib-extensions.gemspec

@@ -27,6 +27,7 @@ Gem::Specification.new do |spec|
 
 
 	spec.add_dependency "ox"
+  spec.add_dependency "ib-api", "~> 972.4"
 	spec.add_development_dependency "bundler", "~> 2.0"
   spec.add_development_dependency "rspec", "~> 3.0"
   spec.add_development_dependency 'rspec-collection_matchers'

data/lib/ib/alerts/base-alert.rb

@@ -40,7 +40,6 @@ Important: The class is accessed asynchronically. Be careful while raising inter
     # acts as prototype for any generated method 
     #require 'active_support'
 
-    mattr_accessor :logger
 
 		def self.method_missing( method_id, msg , *args, &block )
 			if msg.is_a?  IB::Messages::Incoming::Alert
@@ -62,6 +61,9 @@ Important: The class is accessed asynchronically. Be careful while raising inter
 
 
       class << self
+  def logger
+    IB::Connection.logger || IB::Gateway.logger
+  end
 
 	def ignore_alert  *codes
 	  codes.each do |n|

data/lib/ib/alerts/order-alerts.rb

@@ -1,6 +1,11 @@
 module IB
 	class Alert
 
+    def self.alert_388 msg
+					   # Order size x is smaller than the minimum required size of yy.
+      IB::Gateway.logger.error  msg.inspect
+  #     error  msg, :order,  nil
+    end
 		def self.alert_202 msg
 			# do anything in a secure mutex-synchronized-environment
 			any_order = IB::Gateway.current.account_data do | account |

data/lib/ib/eod.rb

@@ -51,21 +51,21 @@ require 'active_support/core_ext/date/calculations'
 		end
 	end
 	class Contract
-		# Receive EOD-Data 
-		#  
+		# Receive EOD-Data
+		#
 		# The Enddate has to be specified (as Date Object), t
 		#
-		# The Duration can either be specified as Sting " yx D" or as Integer. 
+		# The Duration can either be specified as Sting " yx D" or as Integer.
 		# Altenative a start date can be specified with the :start parameter.
 		#
-		# The parameter :what specified the kind of received data: 
+		# The parameter :what specified the kind of received data:
 		#  Valid values:
 		#   :trades, :midpoint, :bid, :ask, :bid_ask,
 		#   :historical_volatility, :option_implied_volatility,
 		#   :option_volume, :option_open_interest
-		# 
+		#
 		# The results can be preprocessed through a block, thus
-		#  
+		#
 		# puts IB::Symbols::Index::stoxx.eod( duration: '10 d')){|r| r.to_human}
 		#   <Bar: 2019-04-01 wap 0.0 OHLC 3353.67 3390.98 3353.67 3385.38 trades 1750 vol 0>
 		#   <Bar: 2019-04-02 wap 0.0 OHLC 3386.18 3402.77 3382.84 3395.7 trades 1729 vol 0>
@@ -79,24 +79,24 @@ require 'active_support/core_ext/date/calculations'
 		#   <Bar: 2019-04-12 wap 0.0 OHLC 3432.16 3454.77 3425.84 3447.83 trades 1715 vol 0>
 		#
 		# «to_human« is not needed here because ist aliased with `to_s`
-		# 
-		# puts Symbols::Stocks.wfc.eod(  start: Date.new(2019,10,9), duration: 3 ) 
+		#
+		# puts Symbols::Stocks.wfc.eod(  start: Date.new(2019,10,9), duration: 3 )
 		#		<Bar: 2020-10-23 wap 23.3675 OHLC 23.55 23.55 23.12 23.28 trades 5778 vol 50096>
 		#		<Bar: 2020-10-26 wap 22.7445 OHLC 22.98 22.99 22.6 22.7 trades 6873 vol 79560>
 		#		<Bar: 2020-10-27 wap 22.086 OHLC 22.55 22.58 21.82 21.82 trades 7503 vol 97691>
 
-		# puts Symbols::Stocks.wfc.eod(  to: Date.new(2019,10,9), duration: 3 ) 
+		# puts Symbols::Stocks.wfc.eod(  to: Date.new(2019,10,9), duration: 3 )
 		#		<Bar: 2019-10-04 wap 48.964 OHLC 48.61 49.25 48.54 49.21 trades 9899 vol 50561>
 		#		<Bar: 2019-10-07 wap 48.9445 OHLC 48.91 49.29 48.75 48.81 trades 10317 vol 50189>
 		#		<Bar: 2019-10-08 wap 47.9165 OHLC 48.25 48.34 47.55 47.82 trades 12607 vol 53577>
 		#
-		def eod start:nil, to: Date.today, duration: nil , what: :trades 
+		def eod start:nil, to: Date.today, duration: nil , what: :trades
 
 			tws = IB::Connection.current
 			recieved =  Queue.new
 			r = nil
-      # the hole response is transmitted at once! 
-			a= tws.subscribe(IB::Messages::Incoming::HistoricalData) do |msg|
+      # the hole response is transmitted at once!
+			a = tws.subscribe(IB::Messages::Incoming::HistoricalData) do |msg|
 				if msg.request_id == con_id
 					#					msg.results.each { |entry| puts "  #{entry}" }
 					r = block_given? ?  msg.results.map{|y| yield y} : msg.results
@@ -108,11 +108,10 @@ require 'active_support/core_ext/date/calculations'
 					tws.logger.info msg.message
 					# TWS Error 200: No security definition has been found for the request
 					# TWS Error 354: Requested market data is not subscribed.
-				  # TWS Error 162  # Historical Market Data Service error 
-					recieved =[]
+				  # TWS Error 162  # Historical Market Data Service error
+          recieved.close
 				end
 		  end
-			
 
 			duration =  if duration.present?
 										duration.is_a?(String) ? duration : duration.to_s + " D"
@@ -133,19 +132,16 @@ require 'active_support/core_ext/date/calculations'
 				:format_date => 2,
 				:keep_up_todate => 0)
 
-			Timeout::timeout(50) do   # max 5 sec.
-				sleep 0.1 
-				last_time =  recieved.pop # blocks until a message is ready on the queue
-				loop do
-					sleep 0.1
-					break if recieved.empty?  # finish if no more data received
-				end
+			Timeout::timeout(5) do   # max 5 sec.
+				sleep 0.1
+				recieved.pop # blocks until a message is ready on the queue
+        break if recieved.closed? || recieved.empty?  # finish if  data received
+      end
 			tws.unsubscribe a
 			tws.unsubscribe b
 
 			r  #  the collected result
 
-			end
 		end # def
 	end  # class
 end # module

data/lib/ib/extensions.rb

@@ -7,3 +7,4 @@ require "ib/option-chain"
 require "ib/option-greeks"
 require "ib/order-prototypes"
 require "ib/spread-prototypes"
+require "ib/models/option"

data/lib/ib/extensions/version.rb

@@ -1,5 +1,5 @@
 module IB
   module Extensions
-    VERSION = "1.0"
+    VERSION = "1.1"
   end
 end

data/lib/ib/gateway.rb

@@ -75,47 +75,46 @@ IB::Gateway.new  serial_array: true (, ...)
 
 =end
 
-	class Gateway
+  class Gateway
 
-		include LogDev   # provides default_logger
-		include AccountInfos  # provides Handling of Account-Data provided by the tws
-		include OrderHandling 
+    include Support::Logging # provides default_logger
+    include AccountInfos     # provides Handling of Account-Data provided by the tws
+    include OrderHandling
 
-		# include GWSupport   # introduces update_or_create, first_or_create and intercept to the Array-Class
+    # include GWSupport   # introduces update_or_create, first_or_create and intercept to the Array-Class
 
-		# from active-support. Add Logging at Class + Instance-Level
-		mattr_accessor :logger
-		# similar to the Connection-Class: current represents the active instance of Gateway
-		mattr_accessor :current
-		mattr_accessor :tws
+    # from active-support. Add Logging at Class + Instance-Level
+    # similar to the Connection-Class: current represents the active instance of Gateway
+    mattr_accessor :current
+    mattr_accessor :tws
 
 
 
-		def initialize  port: 4002, # 7497, 
+		def initialize  port: 4002, # 7497,
 			host: '127.0.0.1',   # 'localhost:4001' is also accepted
 			client_id:  random_id,
-			subscribe_managed_accounts: true, 
-			subscribe_alerts: true, 
-			subscribe_order_messages: true, 
-			connect: true, 
+			subscribe_managed_accounts: true,
+			subscribe_alerts: true,
+			subscribe_order_messages: true,
+			connect: true,
 			get_account_data: false,
-			serial_array: false, 
-			logger: default_logger,
+			serial_array: false,
+      logger: nil, 
 			watchlists: [] ,  # array of watchlists (IB::Symbols::{watchlist}) containing descriptions for complex positions
 			**other_agruments_which_are_ignored,
 			&b
 
-			host, port = (host+':'+port.to_s).split(':') 
+			host, port = (host+':'+port.to_s).split(':')
 
-			self.logger = logger
-			logger.info { '-' * 20 +' initialize ' + '-' * 20 }
-			logger.tap{|l| l.progname =  'Gateway#Initialize' }
+      self.class.configure_logger logger
+
+      self.logger.info { '-' * 20 +' initialize ' + '-' * 20 }
 
 			@connection_parameter = { received: serial_array, port: port, host: host, connect: false, logger: logger, client_id: client_id }
 
 			@account_lock = Mutex.new
 			@watchlists = watchlists
-			@gateway_parameter = { s_m_a: subscribe_managed_accounts, 
+			@gateway_parameter = { s_m_a: subscribe_managed_accounts,
 													s_a: subscribe_alerts,
 													s_o_m: subscribe_order_messages,
 													g_a_d: get_account_data }
@@ -124,18 +123,31 @@ IB::Gateway.new  serial_array: true (, ...)
 			Thread.report_on_exception = true
 			# https://blog.bigbinary.com/2018/04/18/ruby-2-5-enables-thread-report_on_exception-by-default.html
 			Gateway.current = self
-			# establish Alert-framework
-			IB::Alert.logger = logger
 			# initialise Connection without connecting
 			prepare_connection &b
 			# finally connect to the tws
 			connect =  true if get_account_data
-			if connect 
-				if connect(100)  # tries to connect for about 2h
-					get_account_data(watchlists: watchlists.map{|b| IB::Symbols.allocate_collection b})  if get_account_data
-					#    request_open_orders() if request_open_orders || get_account_data 
-				else
-					@accounts = []   # definitivley reset @accounts
+
+			if connect
+				i = 0
+				begin
+					i+=1
+					if connect(100)  # tries to connect for about 2h
+						get_account_data(watchlists: watchlists.map{|b| IB::Symbols.allocate_collection b})  if get_account_data
+						#    request_open_orders() if request_open_orders || get_account_data
+					else
+						@accounts = []   # definitivley reset @accounts
+					end
+				rescue IB::Error => e
+					disconnect
+					logger.fatal e.message
+					if e.message =~ /NextLocalId is not initialized/
+						Kernel.exit
+					elsif i < 5
+						retry
+					else
+						raise "could not get account data"
+					end
 				end
 			end
 
@@ -157,9 +169,9 @@ IB::Gateway.new  serial_array: true (, ...)
 
 		## ------------------------------------- connect ---------------------------------------------##
 =begin
-Zentrale Methode 
+Zentrale Methode
 Es wird ein Connection-Objekt (IB::Connection.current) angelegt.
-Sollte keine TWS vorhanden sein, wird eine entsprechende Meldung ausgegeben und der Verbindungsversuch 
+Sollte keine TWS vorhanden sein, wird ein entsprechende Meldung ausgegeben und der Verbindungsversuch
 wiederholt.
 Weiterhin meldet sich die Anwendung zur Auswertung von Messages der TWS an.
 
@@ -167,7 +179,6 @@ Weiterhin meldet sich die Anwendung zur Auswertung von Messages der TWS an.
 		def connect maximal_count_of_retry=100
 
 			i= -1
-			logger.progname =  'Gateway#connect' 
 			begin
 				tws.connect
 			rescue  Errno::ECONNREFUSED => e
@@ -203,8 +214,10 @@ Weiterhin meldet sich die Anwendung zur Auswertung von Messages der TWS an.
 				end
 			end
 			# initialize @accounts (incl. aliases)
-			tws.send_message :RequestFA, fa_data_type: 3
+			tws.send_message( :RequestFA, fa_data_type: 3) if fa?
 			logger.debug { "Communications successfully established" }
+      # update open orders
+      request_open_orders if @gateway_parameter[:s_o_m] || @gateway_parameter[:g_a_d]
 		end	# def
 
 
@@ -212,7 +225,6 @@ Weiterhin meldet sich die Anwendung zur Auswertung von Messages der TWS an.
 
 
 		def reconnect
-			logger.progname = 'Gateway#reconnect'
 			if tws.present?
 				disconnect
 				sleep 1
@@ -222,11 +234,10 @@ Weiterhin meldet sich die Anwendung zur Auswertung von Messages der TWS an.
 		end
 
 		def disconnect
-			logger.progname = 'Gateway#disconnect'
 
 			tws.disconnect if tws.present?
 			@accounts = [] # each{|y| y.update_attribute :connected,  false }
-			logger.info "Connection closed" 
+			logger.info "Connection closed"
 		end
 
 
@@ -239,7 +250,6 @@ checks the connection before sending a message.
 =end
 
 		def send_message what, *args
-			logger.tap{|l| l.progname =  'Gateway#SendMessage' }
 			begin
 				if	check_connection
 					tws.send_message what, *args
@@ -256,9 +266,8 @@ Argument is either an order-object or a local_id
 
 =end
 
-		def cancel_order *orders 
+		def cancel_order *orders
 
-			logger.tap{|l| l.progname =  'Gateway#CancelOrder' }
 
 			orders.compact.each do |o|
 				local_id = if o.is_a? (IB::Order)
@@ -273,14 +282,21 @@ Argument is either an order-object or a local_id
 		end
 
 =begin
-clients returns a list of Account-Objects 
+clients returns a list of Account-Objects
 
 If only one Account is present,  Client and Advisor are identical.
 
 =end
 		def  clients
-			@accounts.find_all &:user? 
+			@accounts.find_all &:user?
 		end
+
+# is the account a financial advisor
+   def fa?
+     !(advisor == clients.first)
+	 end
+
+
 =begin
 The Advisor is always the first account
 =end
@@ -311,44 +327,38 @@ If called without a parameter, all clients are accessed
 					sa = account_or_id.is_a?(IB::Account) ? account_or_id :  @accounts.detect{|x| x.account == account_or_id }
 					safe[sa] if sa.is_a? IB::Account
 				else
-					clients.map{|sa| safe[sa]}
+					clients.map{|s| safe[s]}
 				end
 			end
 		end
 
 
-		private
-
-		def random_id
-			rand 99999
-		end
-
 
 
 		def prepare_connection &b
 			tws.disconnect if tws.is_a? IB::Connection
-			self.tws = IB::Connection.new  @connection_parameter 
+      self.tws = IB::Connection.new  **@connection_parameter.merge( logger: self.logger )
 			@accounts = @local_orders = Array.new
 
 			# prepare Advisor-User hierachy
 			initialize_managed_accounts if @gateway_parameter[:s_m_a]
 			initialize_alerts if @gateway_parameter[:s_a]
-			initialize_order_handling if @gateway_parameter[:s_o_m] || @gateway_parameter[:g_a_d] 
+      initialize_order_handling if @gateway_parameter[:s_o_m] || @gateway_parameter[:g_a_d]
 			## apply other initialisations which should apper before the connection as block
 			## i.e. after connection order-state events are fired if an open-order is pending
 			## a possible response is best defined before the connect-attempt is done
 			# ##  Attention
 			# ##  @accounts are not initialized yet (empty array)
-			if block_given? 
+			if block_given?
 				yield  self
 
 			end
 		end
 
 =begin
-InitializeManagedAccounts 
+InitializeManagedAccounts
 defines the Message-Handler for :ManagedAccounts
-Its always active. 
+Its always active.
 =end
 
 		def initialize_managed_accounts
@@ -360,7 +370,6 @@ Its always active.
 			end
 
 			man_id = tws.subscribe( :ManagedAccounts ) do |msg| 
-				logger.progname =  'Gateway#InitializeManagedAccounts' 
 				if @accounts.empty?
 					# just validate the message and put all together into an array
 					@accounts =  msg.accounts_list.split(',').map do |a| 
@@ -377,8 +386,7 @@ Its always active.
 		def initialize_alerts
 
 			tws.subscribe(  :AccountUpdateTime  ){| msg | logger.debug{ msg.to_human }}
-			tws.subscribe(:Alert) do |msg| 
-				logger.progname = 'Gateway#Alerts'
+			tws.subscribe(:Alert) do |msg|
 				logger.debug " ----------------#{msg.code}-----"
 				# delegate anything to IB::Alert
 				IB::Alert.send("alert_#{msg.code}", msg )
@@ -388,16 +396,16 @@ Its always active.
 
 		# Handy method to ensure that a connection is established and active.
 		#
-		# The connection is reset on the IB-side at least once a day. Then the 
-		# IB-Ruby-Connection has to be reestablished, too. 
-		# 
-		# check_connection reconnects if necessary and returns false if the connection is lost. 
-		# 
+		# The connection is reset on the IB-side at least once a day. Then the
+		# IB-Ruby-Connection has to be reestablished, too.
+		#
+		# check_connection reconnects if necessary and returns false if the connection is lost.
+		#
 		# It delays the process by 6 ms (150 MBit Cable connection)
 		#
 		#  a =  Time.now; G.check_connection; b= Time.now ;b-a
 		#   => 0.00066005
-		# 
+		#
 		def check_connection
 			answer = nil; count=0
 			z= tws.subscribe( :CurrentTime ) { answer = true }
@@ -419,6 +427,12 @@ Its always active.
 			tws.unsubscribe z
 			count < 5  && answer #  return value
 		end
+	private
+
+	def random_id
+		rand 99999
+	end
+
 	end  # class
 
 end # module