gloomberb 0.7.4 → 0.8.0

package/src/plugins/ibkr/gateway-service-native.ts

@@ -1,2377 +0,0 @@
-import {
-  BarSizeSetting,
-  ConnectionState,
-  EventName,
-  IBApiTickType,
-  IBApiNext,
-  MarketDataType,
-  OptionType,
-  OrderAction,
-  OrderType,
-  SecType,
-  TimeInForce,
-  WhatToShow,
-  type Contract,
-  type ContractDescription,
-  type ContractDetails,
-  type MarketDataUpdate,
-  type Order,
-  type OrderState,
-  type TickByTickAllLast,
-} from "@stoqey/ib";
-import { mkdir, open, readFile, rm } from "fs/promises";
-import { createConnection } from "net";
-import { tmpdir } from "os";
-import { join } from "path";
-import { firstValueFrom, filter, take, timeout } from "rxjs";
-import type { TimeRange } from "../../components/chart/chart-types";
-import {
-  normalizeChartResolutionSupport,
-  type ChartResolutionSupport,
-  type ManualChartResolution,
-} from "../../components/chart/chart-resolution";
-import type { BrokerConnectionStatus, BrokerPosition } from "../../types/broker";
-import type { QuoteSubscriptionTarget } from "../../types/data-provider";
-import type { Quote, PricePoint, TickerFinancials } from "../../types/financials";
-import type { BrokerContractRef, InstrumentSearchResult } from "../../types/instrument";
-import type {
-  BrokerAccount,
-  BrokerCashBalance,
-  BrokerExecution,
-  BrokerOrder,
-  BrokerOrderPreview,
-  BrokerOrderRequest,
-} from "../../types/trading";
-import { debugLog } from "../../utils/debug-log";
-import { canonicalExchange, normalizeSymbol } from "../../utils/exchanges";
-import { parseReportSnapshot, parseFinStatements } from "./fundamental-parser";
-import type { IbkrGatewayConfig, IbkrSnapshot, ResolvedIbkrGatewayConnection } from "./gateway-types";
-import { getIbkrPriceDivisor, normalizeIbkrPriceValue } from "./price-normalization";
-
-interface ClientLockMetadata {
-  pid: number;
-  ownerToken: string;
-  requestedClientId: number;
-  clientId: number;
-  host: string;
-  port: number;
-  instanceId?: string;
-  cwd: string;
-  timestamp: number;
-}
-
-interface ClaimedClientLock {
-  clientId: number;
-  requestedClientId: number;
-  path: string;
-}
-
-type QuoteStreamListener = (target: QuoteSubscriptionTarget, quote: Quote) => void;
-
-interface ActiveQuoteStream {
-  target: QuoteSubscriptionTarget;
-  listeners: Map<QuoteStreamListener, QuoteSubscriptionTarget>;
-  stop: () => void;
-  lastQuote?: Quote;
-}
-
-interface AccountPortfolioSnapshotPosition {
-  contract: Contract;
-  avgCost?: number;
-  marketPrice?: number;
-  marketValue?: number;
-  unrealizedPNL?: number;
-}
-
-const DEFAULT_SNAPSHOT: IbkrSnapshot = {
-  status: { state: "disconnected", updatedAt: Date.now() },
-  accounts: [],
-  openOrders: [],
-  executions: [],
-};
-
-const gatewayLog = debugLog.createLogger("ibkr-gateway");
-const IBKR_CLIENT_LOCK_DIR = join(tmpdir(), "gloomberb-ibkr-client-locks");
-const IBKR_CLIENT_ID_SEARCH_SPAN = 64;
-const LOCAL_IBKR_HOSTS = new Set(["127.0.0.1", "localhost", "::1"]);
-const COMMON_LOCAL_IBKR_PORTS = [4001, 4002, 7496, 7497] as const;
-const LOCAL_TCP_PROBE_TIMEOUT_MS = 250;
-const DEFAULT_AUTO_CLIENT_ID = 1;
-
-type ResolvedGatewayListener = (
-  instanceId: string | undefined,
-  connection: ResolvedIbkrGatewayConnection,
-) => void | Promise<void>;
-
-let resolvedGatewayListener: ResolvedGatewayListener | null = null;
-
-export function setResolvedIbkrGatewayListener(listener: ResolvedGatewayListener | null): void {
-  resolvedGatewayListener = listener;
-}
-
-type AccountSummaryValueMap = ReadonlyMap<string, { value: string }>;
-type AccountSummaryTags = ReadonlyMap<string, AccountSummaryValueMap>;
-
-function getAccountSummaryEntry(
-  values: AccountSummaryValueMap | undefined,
-  preferredCurrency?: string,
-): { currency: string; value: number } | null {
-  if (!values) return null;
-
-  if (preferredCurrency) {
-    const preferred = values.get(preferredCurrency);
-    if (preferred?.value) {
-      const numeric = parseFloat(preferred.value);
-      if (Number.isFinite(numeric)) {
-        return { currency: preferredCurrency, value: numeric };
-      }
-    }
-  }
-
-  for (const [currency, entry] of values.entries()) {
-    const numeric = parseFloat(entry?.value ?? "");
-    if (Number.isFinite(numeric)) {
-      return { currency, value: numeric };
-    }
-  }
-  return null;
-}
-
-function getAccountSummaryNumber(
-  tags: AccountSummaryTags | undefined,
-  tagName: string,
-  preferredCurrency?: string,
-): number | undefined {
-  return getAccountSummaryEntry(tags?.get(tagName), preferredCurrency)?.value;
-}
-
-function getAccountSummaryNumberWithAggregateFallback(
-  tags: AccountSummaryTags | undefined,
-  aggregateTags: AccountSummaryTags | undefined,
-  tagName: string,
-  preferredCurrency: string | undefined,
-  allowAggregateFallback: boolean,
-): number | undefined {
-  const direct = getAccountSummaryNumber(tags, tagName, preferredCurrency);
-  if (direct != null) return direct;
-  if (!allowAggregateFallback) return undefined;
-  return getAccountSummaryNumber(aggregateTags, tagName, preferredCurrency);
-}
-
-function inferAccountCurrency(tags: AccountSummaryTags | undefined): string | undefined {
-  if (!tags) return undefined;
-  for (const tagName of ["NetLiquidation", "TotalCashValue", "SettledCash", "AvailableFunds"]) {
-    const entry = getAccountSummaryEntry(tags.get(tagName));
-    if (entry?.currency) return entry.currency;
-  }
-  return undefined;
-}
-
-function getSummaryMap(
-  tags: AccountSummaryTags | undefined,
-  tagName: string,
-): AccountSummaryValueMap | undefined {
-  const values = tags?.get(tagName);
-  return values && values.size > 0 ? values : undefined;
-}
-
-function buildCashBalancesFromSummary(
-  cashBalanceMap: AccountSummaryValueMap | undefined,
-  exchangeRateMap: AccountSummaryValueMap | undefined,
-  baseCurrency?: string,
-): BrokerCashBalance[] | undefined {
-  const balances: BrokerCashBalance[] = [];
-  for (const [currency, entry] of cashBalanceMap?.entries() ?? []) {
-    if (!currency || currency === "BASE") continue;
-    const numeric = parseFloat(entry?.value ?? "");
-    if (!Number.isFinite(numeric)) continue;
-
-    const exchangeRate = currency === baseCurrency
-      ? 1
-      : parseFloat(exchangeRateMap?.get(currency)?.value ?? "");
-    const baseValue = Number.isFinite(exchangeRate) ? numeric * exchangeRate : undefined;
-
-    balances.push({
-      currency,
-      quantity: numeric,
-      baseValue,
-      baseCurrency,
-    });
-  }
-
-  return balances.length > 0 ? balances : undefined;
-}
-
-function buildCashBalances(
-  tags: AccountSummaryTags | undefined,
-  aggregateTags: AccountSummaryTags | undefined,
-  baseCurrency: string | undefined,
-  allowAggregateFallback: boolean,
-): BrokerCashBalance[] | undefined {
-  const directLedger = buildCashBalancesFromSummary(
-    getSummaryMap(tags, "$LEDGER:ALL"),
-    undefined,
-    baseCurrency,
-  );
-  if (directLedger) return directLedger;
-
-  const directSummary = buildCashBalancesFromSummary(
-    getSummaryMap(tags, "CashBalance") ?? getSummaryMap(tags, "TotalCashBalance"),
-    getSummaryMap(tags, "ExchangeRate"),
-    baseCurrency,
-  );
-  if (directSummary) return directSummary;
-
-  if (!allowAggregateFallback) return undefined;
-
-  return buildCashBalancesFromSummary(
-    getSummaryMap(aggregateTags, "CashBalance") ?? getSummaryMap(aggregateTags, "TotalCashBalance"),
-    getSummaryMap(aggregateTags, "ExchangeRate"),
-    baseCurrency,
-  );
-}
-
-export function summarizeBrokerAccount(
-  accountId: string,
-  tags: AccountSummaryTags | undefined,
-  updatedAt: number,
-  aggregateTags?: AccountSummaryTags,
-  allowAggregateCashBalances = false,
-): BrokerAccount {
-  const currency = inferAccountCurrency(tags) ?? (allowAggregateCashBalances ? inferAccountCurrency(aggregateTags) : undefined);
-  return {
-    accountId,
-    name: accountId,
-    currency,
-    source: "gateway",
-    updatedAt,
-    netLiquidation: getAccountSummaryNumberWithAggregateFallback(tags, aggregateTags, "NetLiquidation", currency, allowAggregateCashBalances),
-    totalCashValue: getAccountSummaryNumberWithAggregateFallback(tags, aggregateTags, "TotalCashValue", currency, allowAggregateCashBalances),
-    settledCash: getAccountSummaryNumberWithAggregateFallback(tags, aggregateTags, "SettledCash", currency, allowAggregateCashBalances),
-    availableFunds: getAccountSummaryNumberWithAggregateFallback(tags, aggregateTags, "AvailableFunds", currency, allowAggregateCashBalances),
-    buyingPower: getAccountSummaryNumberWithAggregateFallback(tags, aggregateTags, "BuyingPower", currency, allowAggregateCashBalances),
-    excessLiquidity: getAccountSummaryNumberWithAggregateFallback(tags, aggregateTags, "ExcessLiquidity", currency, allowAggregateCashBalances),
-    initMarginReq: getAccountSummaryNumberWithAggregateFallback(tags, aggregateTags, "InitMarginReq", currency, allowAggregateCashBalances),
-    maintMarginReq: getAccountSummaryNumberWithAggregateFallback(tags, aggregateTags, "MaintMarginReq", currency, allowAggregateCashBalances),
-    cashBalances: buildCashBalances(tags, aggregateTags, currency, allowAggregateCashBalances),
-  };
-}
-
-/** Wrap a promise with a timeout so that IBKR calls don't hang indefinitely. */
-function withTimeout<T>(promise: Promise<T>, ms: number, label: string): Promise<T> {
-  return new Promise<T>((resolve, reject) => {
-    const timer = setTimeout(() => reject(new Error(`IBKR ${label} timed out after ${ms}ms`)), ms);
-    promise.then(
-      (value) => { clearTimeout(timer); resolve(value); },
-      (error) => { clearTimeout(timer); reject(error); },
-    );
-  });
-}
-
-const IBKR_DATA_TIMEOUT = 8_000;
-const IBKR_QUOTE_STREAM_TICKS = "165,221,233";
-
-const HISTORY_PARAMS: Record<TimeRange, { duration: string; size: BarSizeSetting }> = {
-  "1D": { duration: "1 D", size: BarSizeSetting.MINUTES_FIVE },
-  "1W": { duration: "7 D", size: BarSizeSetting.HOURS_ONE },
-  "1M": { duration: "1 M", size: BarSizeSetting.HOURS_ONE },
-  "3M": { duration: "3 M", size: BarSizeSetting.DAYS_ONE },
-  "6M": { duration: "6 M", size: BarSizeSetting.DAYS_ONE },
-  "1Y": { duration: "1 Y", size: BarSizeSetting.DAYS_ONE },
-  "5Y": { duration: "5 Y", size: BarSizeSetting.WEEKS_ONE },
-  "ALL": { duration: "10 Y", size: BarSizeSetting.MONTHS_ONE },
-};
-
-const IBKR_RESOLUTION_SUPPORT = normalizeChartResolutionSupport([
-  { resolution: "1m", maxRange: "1W" },
-  { resolution: "5m", maxRange: "1M" },
-  { resolution: "15m", maxRange: "3M" },
-  { resolution: "30m", maxRange: "6M" },
-  { resolution: "1h", maxRange: "1Y" },
-  { resolution: "1d", maxRange: "ALL" },
-  { resolution: "1wk", maxRange: "ALL" },
-  { resolution: "1mo", maxRange: "ALL" },
-]);
-
-/** Map generic bar size labels to IBKR BarSizeSetting values. */
-const GENERIC_BAR_SIZE_MAP: Record<string, BarSizeSetting> = {
-  "1m": BarSizeSetting.MINUTES_ONE,
-  "5m": BarSizeSetting.MINUTES_FIVE,
-  "15m": BarSizeSetting.MINUTES_FIFTEEN,
-  "30m": BarSizeSetting.MINUTES_THIRTY,
-  "1h": BarSizeSetting.HOURS_ONE,
-  "1d": BarSizeSetting.DAYS_ONE,
-  "1wk": BarSizeSetting.WEEKS_ONE,
-  "1mo": BarSizeSetting.MONTHS_ONE,
-};
-
-export function parseIbkrHistoricalBarTime(value: string | number): Date {
-  if (typeof value === "number") {
-    if (!Number.isFinite(value)) return new Date(Number.NaN);
-
-    const compactDate = String(Math.trunc(value));
-    if (/^\d{8}$/.test(compactDate)) {
-      return parseIbkrHistoricalBarTime(compactDate);
-    }
-
-    return new Date(value > 10_000_000_000 ? value : value * 1000);
-  }
-
-  const trimmed = value.trim();
-  if (!trimmed) return new Date(Number.NaN);
-
-  const parsed = Date.parse(trimmed);
-  if (Number.isFinite(parsed)) {
-    return new Date(parsed);
-  }
-
-  const compactMatch = trimmed.match(/^(\d{4})(\d{2})(\d{2})(?:\D+(\d{2}):(\d{2}):(\d{2}))?/);
-  if (!compactMatch) {
-    return new Date(Number.NaN);
-  }
-
-  const [, yearText, monthText, dayText, hourText, minuteText, secondText] = compactMatch;
-  const year = Number(yearText);
-  const month = Number(monthText) - 1;
-  const day = Number(dayText);
-  const hour = Number(hourText ?? "0");
-  const minute = Number(minuteText ?? "0");
-  const second = Number(secondText ?? "0");
-
-  return new Date(year, month, day, hour, minute, second);
-}
-
-function normalizeQuoteStreamTarget(target: QuoteSubscriptionTarget): QuoteSubscriptionTarget | null {
-  const symbol = normalizeSymbol(target.symbol);
-  if (!symbol) return null;
-  return {
-    ...target,
-    symbol,
-    exchange: canonicalExchange(target.exchange),
-  };
-}
-
-function buildQuoteStreamKey(target: QuoteSubscriptionTarget): string {
-  const contractKey = target.context?.instrument?.conId
-    ?? target.context?.instrument?.localSymbol
-    ?? target.context?.instrument?.symbol
-    ?? "";
-  return [target.symbol, target.exchange ?? "", contractKey].join("|");
-}
-
-function hasDelayedMarketData(
-  marketData: ReadonlyMap<number, { value?: number; ingressTm: number }>,
-): boolean {
-  return [
-    IBApiTickType.DELAYED_BID,
-    IBApiTickType.DELAYED_ASK,
-    IBApiTickType.DELAYED_LAST,
-    IBApiTickType.DELAYED_BID_SIZE,
-    IBApiTickType.DELAYED_ASK_SIZE,
-    IBApiTickType.DELAYED_LAST_SIZE,
-    IBApiTickType.DELAYED_HIGH,
-    IBApiTickType.DELAYED_LOW,
-    IBApiTickType.DELAYED_VOLUME,
-    IBApiTickType.DELAYED_CLOSE,
-    IBApiTickType.DELAYED_OPEN,
-    IBApiTickType.DELAYED_LAST_TIMESTAMP,
-  ].some((tickType) => marketData.has(tickType));
-}
-
-function firstNonSmartExchange(value?: string): string | undefined {
-  return value
-    ?.split(",")
-    .map((entry) => entry.trim())
-    .find((entry) => entry.length > 0 && entry !== "SMART");
-}
-
-function resolveIbkrListingExchange(
-  current: Quote | undefined,
-  contract: Contract,
-  details: ContractDetails,
-): string | undefined {
-  return current?.listingExchangeName
-    ?? contract.primaryExch
-    ?? firstNonSmartExchange(details.validExchanges)
-    ?? (current?.exchangeName !== "SMART" ? current?.exchangeName : undefined)
-    ?? (contract.exchange !== "SMART" ? contract.exchange : undefined);
-}
-
-function resolveIbkrRoutingExchange(current: Quote | undefined, contract: Contract): string | undefined {
-  return current?.routingExchangeName
-    ?? contract.exchange
-    ?? "SMART";
-}
-
-function ibkrVenueFields(
-  current: Quote | undefined,
-  contract: Contract,
-  details: ContractDetails,
-): Pick<
-  Quote,
-  | "exchangeName"
-  | "fullExchangeName"
-  | "listingExchangeName"
-  | "listingExchangeFullName"
-  | "routingExchangeName"
-  | "routingExchangeFullName"
-  | "marketState"
-  | "sessionConfidence"
-> {
-  const listingExchangeName = resolveIbkrListingExchange(current, contract, details);
-  const listingExchangeFullName = current?.listingExchangeFullName
-    ?? current?.fullExchangeName
-    ?? listingExchangeName;
-  const routingExchangeName = resolveIbkrRoutingExchange(current, contract);
-  const routingExchangeFullName = current?.routingExchangeFullName ?? routingExchangeName;
-
-  return {
-    exchangeName: listingExchangeName,
-    fullExchangeName: listingExchangeFullName,
-    listingExchangeName,
-    listingExchangeFullName,
-    routingExchangeName,
-    routingExchangeFullName,
-    marketState: current?.marketState,
-    sessionConfidence: current?.sessionConfidence ?? "unknown",
-  };
-}
-
-interface TickByTickBidAskUpdate {
-  time: number;
-  bidPrice: number;
-  askPrice: number;
-  bidSize: number;
-  askSize: number;
-}
-
-export function applyTickByTickAllLastToQuote(
-  current: Quote | undefined,
-  contract: Contract,
-  details: ContractDetails,
-  tick: TickByTickAllLast,
-  priceDivisor: number,
-  dataSource: Quote["dataSource"],
-): Quote | null {
-  const nextPrice = normalizeIbkrPriceValue(tick.price, priceDivisor);
-  if (nextPrice == null || nextPrice <= 0) return null;
-
-  const previousClose = current?.previousClose ?? current?.price ?? nextPrice;
-  const change = nextPrice - previousClose;
-  return {
-    symbol: current?.symbol ?? contract.localSymbol ?? contract.symbol ?? "",
-    providerId: "ibkr",
-    price: nextPrice,
-    currency: current?.currency ?? contract.currency ?? "USD",
-    change,
-    changePercent: previousClose ? (change / previousClose) * 100 : 0,
-    previousClose,
-    high52w: current?.high52w,
-    low52w: current?.low52w,
-    volume: current?.volume,
-    name: current?.name ?? details.longName ?? details.marketName ?? contract.symbol,
-    lastUpdated: tick.time ? tick.time * 1000 : Date.now(),
-    ...ibkrVenueFields(current, contract, details),
-    preMarketPrice: current?.preMarketPrice,
-    preMarketChange: current?.preMarketChange,
-    preMarketChangePercent: current?.preMarketChangePercent,
-    postMarketPrice: current?.postMarketPrice,
-    postMarketChange: current?.postMarketChange,
-    postMarketChangePercent: current?.postMarketChangePercent,
-    bid: current?.bid,
-    ask: current?.ask,
-    bidSize: current?.bidSize,
-    askSize: current?.askSize,
-    open: current?.open,
-    high: current?.high,
-    low: current?.low,
-    mark: current?.mark,
-    dataSource,
-  };
-}
-
-export function applyTickByTickBidAskToQuote(
-  current: Quote | undefined,
-  update: TickByTickBidAskUpdate,
-  priceDivisor: number,
-): Quote | null {
-  if (!current) return null;
-  const bid = normalizeIbkrPriceValue(update.bidPrice, priceDivisor);
-  const ask = normalizeIbkrPriceValue(update.askPrice, priceDivisor);
-  return {
-    ...current,
-    bid: bid ?? current.bid,
-    ask: ask ?? current.ask,
-    bidSize: Number.isFinite(update.bidSize) && update.bidSize >= 0 ? update.bidSize : current.bidSize,
-    askSize: Number.isFinite(update.askSize) && update.askSize >= 0 ? update.askSize : current.askSize,
-    lastUpdated: update.time ? update.time * 1000 : current.lastUpdated,
-  };
-}
-
-function marketDataTypeFromConfig(config?: IbkrGatewayConfig): MarketDataType {
-  switch (config?.marketDataType) {
-    case "frozen":
-      return MarketDataType.FROZEN;
-    case "delayed":
-      return MarketDataType.DELAYED;
-    case "delayed-frozen":
-      return MarketDataType.DELAYED_FROZEN;
-    case "live":
-      return MarketDataType.REALTIME;
-    case "auto":
-    default:
-      // Start with realtime; withMarketDataFallback will downgrade to delayed
-      // if the account lacks live market data subscriptions.
-      return MarketDataType.REALTIME;
-  }
-}
-
-function isMarketDataPermissionError(code: number | undefined, message: string | undefined): boolean {
-  if (code === 354 || code === 10167) return true;
-  const text = (message || "").toLowerCase();
-  return text.includes("displaying delayed market data")
-    || text.includes("delayed market data is available")
-    || text.includes("market data connections")
-    || text.includes("requested market data is not subscribed")
-    || text.includes("requested market data requires additional subscription")
-    || text.includes("market data subscription");
-}
-
-function isIbInformationalWarning(code: number | undefined, message: string | undefined): boolean {
-  if (code != null && [1102, 2104, 2106, 2107, 2108, 2158].includes(code)) {
-    return true;
-  }
-
-  const text = (message || "").toLowerCase();
-  return text.includes("connection is ok")
-    || text.includes("connectivity between ib and trader workstation has been restored")
-    || text.includes("inactive but should be available upon demand")
-    || text.includes("sec-def data farm connection is ok")
-    || text.includes("market data farm connection is ok")
-    || text.includes("hmds data farm connection is ok");
-}
-
-function getIbErrorCode(error: any): number | undefined {
-  const candidates = [
-    error?.errorCode,
-    error?.code,
-    error?.error?.errorCode,
-    error?.error?.code,
-    error?.id,
-  ];
-  for (const candidate of candidates) {
-    if (typeof candidate === "number" && Number.isFinite(candidate)) {
-      return candidate;
-    }
-  }
-  return undefined;
-}
-
-function getIbErrorMessage(error: any): string | undefined {
-  const candidates = [
-    error?.error?.message,
-    error?.message,
-    error?.error?.toString?.(),
-  ];
-  for (const candidate of candidates) {
-    if (typeof candidate === "string" && candidate.trim()) {
-      return candidate;
-    }
-  }
-  return undefined;
-}
-
-function isClientIdInUseError(code: number | undefined, message: string | undefined): boolean {
-  if (code === 326) return true;
-  const text = (message || "").toLowerCase();
-  return text.includes("client id is already in use")
-    || text.includes("clientid is already in use")
-    || text.includes("client id already in use");
-}
-
-function buildClientLockPath(config: IbkrGatewayConfig, clientId: number): string {
-  const host = (config.host || "localhost").replace(/[^a-z0-9_.-]+/gi, "_");
-  return join(IBKR_CLIENT_LOCK_DIR, `${host}-${config.port}-${clientId}.lock`);
-}
-
-function buildPortfolioPositionKey(accountId: string, contract: Contract): string {
-  return [
-    accountId.trim(),
-    contract.conId ?? "",
-    contract.localSymbol ?? "",
-    contract.symbol ?? "",
-    contract.secType ?? "",
-  ].join("|");
-}
-
-function isProcessAlive(pid: number | undefined): boolean {
-  if (!pid || !Number.isFinite(pid) || pid <= 0) return false;
-  try {
-    process.kill(pid, 0);
-    return true;
-  } catch {
-    return false;
-  }
-}
-
-async function readClientLock(path: string): Promise<ClientLockMetadata | null> {
-  try {
-    const raw = await readFile(path, "utf-8");
-    const parsed = JSON.parse(raw) as Partial<ClientLockMetadata>;
-    if (
-      typeof parsed.pid !== "number"
-      || typeof parsed.ownerToken !== "string"
-      || typeof parsed.clientId !== "number"
-      || typeof parsed.requestedClientId !== "number"
-    ) {
-      return null;
-    }
-    return {
-      pid: parsed.pid,
-      ownerToken: parsed.ownerToken,
-      clientId: parsed.clientId,
-      requestedClientId: parsed.requestedClientId,
-      host: typeof parsed.host === "string" ? parsed.host : "",
-      port: typeof parsed.port === "number" ? parsed.port : 0,
-      instanceId: typeof parsed.instanceId === "string" ? parsed.instanceId : undefined,
-      cwd: typeof parsed.cwd === "string" ? parsed.cwd : "",
-      timestamp: typeof parsed.timestamp === "number" ? parsed.timestamp : 0,
-    };
-  } catch {
-    return null;
-  }
-}
-
-function buildConnectionNote(
-  requestedClientId: number,
-  actualClientId: number,
-  requestedPort: number | undefined,
-  actualPort: number,
-): string | undefined {
-  const notes: string[] = [];
-  if (requestedPort == null || requestedPort !== actualPort) {
-    notes.push(`Detected IBKR API on port ${actualPort}.`);
-  }
-  if (requestedClientId !== actualClientId) {
-    notes.push(`Using client ID ${actualClientId} because ${requestedClientId} is already in use.`);
-  }
-  return notes.length > 0 ? notes.join(" ") : undefined;
-}
-
-function isLoopbackHost(host: string): boolean {
-  return LOCAL_IBKR_HOSTS.has(host.trim().toLowerCase());
-}
-
-async function probeTcpPort(host: string, port: number, timeoutMs = LOCAL_TCP_PROBE_TIMEOUT_MS): Promise<boolean> {
-  return new Promise<boolean>((resolve) => {
-    let settled = false;
-    const finish = (result: boolean) => {
-      if (settled) return;
-      settled = true;
-      socket.removeAllListeners();
-      socket.destroy();
-      resolve(result);
-    };
-
-    const socket = createConnection({ host, port });
-    socket.once("connect", () => finish(true));
-    socket.once("error", () => finish(false));
-    socket.setTimeout(timeoutMs, () => finish(false));
-  });
-}
-
-function uniquePorts(...values: Array<number | undefined | readonly number[]>): number[] {
-  const unique = new Set<number>();
-  for (const value of values) {
-    if (Array.isArray(value)) {
-      for (const candidate of value) {
-        if (Number.isFinite(candidate)) unique.add(candidate);
-      }
-      continue;
-    }
-    if (typeof value === "number" && Number.isFinite(value)) {
-      unique.add(value);
-    }
-  }
-  return [...unique];
-}
-
-interface IbkrPortDiagnosticOptions {
-  candidatePorts?: readonly number[];
-  probePort?: (host: string, port: number) => Promise<boolean>;
-}
-
-export async function diagnoseLocalIbkrPortIssue(
-  config: IbkrGatewayConfig,
-  options: IbkrPortDiagnosticOptions = {},
-): Promise<string | null> {
-  if (typeof config.port !== "number" || !Number.isFinite(config.port)) return null;
-  if (!isLoopbackHost(config.host)) return null;
-
-  const candidatePorts = options.candidatePorts ?? COMMON_LOCAL_IBKR_PORTS;
-  const probePort = options.probePort ?? ((host: string, port: number) => probeTcpPort(host, port));
-  if (await probePort(config.host, config.port)) return null;
-
-  const openAlternatives: number[] = [];
-  for (const port of candidatePorts) {
-    if (port === config.port) continue;
-    if (await probePort(config.host, port)) openAlternatives.push(port);
-  }
-
-  if (openAlternatives.length === 0) {
-    return `IBKR is not listening on ${config.host}:${config.port}. Start Gateway/TWS and confirm the API socket port in the IBKR API settings.`;
-  }
-
-  const detectedTargets = openAlternatives.map((port) => `${config.host}:${port}`).join(", ");
-  return `IBKR is not listening on ${config.host}:${config.port}. Detected a local IBKR API listener on ${detectedTargets} instead. Update this profile's port to match Gateway/TWS.`;
-}
-
-export async function resolveGatewayConnection(
-  config: IbkrGatewayConfig,
-  options: IbkrPortDiagnosticOptions = {},
-): Promise<ResolvedIbkrGatewayConnection> {
-  const host = (config.host || "127.0.0.1").trim() || "127.0.0.1";
-  const requestedPort = typeof config.port === "number" && Number.isFinite(config.port) ? config.port : undefined;
-  const requestedClientId = typeof config.clientId === "number" && Number.isFinite(config.clientId)
-    ? config.clientId
-    : typeof config.lastSuccessfulClientId === "number" && Number.isFinite(config.lastSuccessfulClientId)
-      ? config.lastSuccessfulClientId
-      : DEFAULT_AUTO_CLIENT_ID;
-  const probePort = options.probePort ?? ((candidateHost: string, candidatePort: number) => probeTcpPort(candidateHost, candidatePort));
-
-  if (requestedPort != null) {
-    const localPortIssue = await diagnoseLocalIbkrPortIssue({
-      host,
-      port: requestedPort,
-      clientId: requestedClientId,
-      marketDataType: config.marketDataType,
-    }, options);
-    if (localPortIssue) throw new Error(localPortIssue);
-    return {
-      host,
-      port: requestedPort,
-      clientId: requestedClientId,
-      requestedPort,
-      requestedClientId,
-    };
-  }
-
-  if (isLoopbackHost(host)) {
-    const candidatePorts = uniquePorts(config.lastSuccessfulPort, options.candidatePorts ?? COMMON_LOCAL_IBKR_PORTS);
-    for (const port of candidatePorts) {
-      if (await probePort(host, port)) {
-        return {
-          host,
-          port,
-          clientId: requestedClientId,
-          requestedPort: typeof config.lastSuccessfulPort === "number" ? config.lastSuccessfulPort : undefined,
-          requestedClientId,
-        };
-      }
-    }
-
-    throw new Error(
-      `No local IBKR API listeners were detected on ${host}. Checked ports ${candidatePorts.join(", ")}. Start Gateway/TWS and enable socket clients in the IBKR API settings.`,
-    );
-  }
-
-  const fallbackPort = typeof config.lastSuccessfulPort === "number" && Number.isFinite(config.lastSuccessfulPort)
-    ? config.lastSuccessfulPort
-    : COMMON_LOCAL_IBKR_PORTS[0];
-  return {
-    host,
-    port: fallbackPort,
-    clientId: requestedClientId,
-    requestedPort: typeof config.lastSuccessfulPort === "number" ? config.lastSuccessfulPort : undefined,
-    requestedClientId,
-  };
-}
-
-export class IbkrGatewayService {
-  private api: IBApiNext | null = null;
-  private configKey: string | null = null;
-  private connecting: Promise<void> | null = null;
-  /** Account IDs captured from the managedAccounts event on initial connection. */
-  private cachedAccountIds: string[] = [];
-  private snapshot: IbkrSnapshot = DEFAULT_SNAPSHOT;
-  private listeners = new Set<() => void>();
-  private activeMarketDataType: MarketDataType = MarketDataType.REALTIME;
-  private autoMarketData = true;
-  /** Dedup in-flight requests: reuse pending promises for the same key. */
-  private pendingRequests = new Map<string, Promise<any>>();
-  private readonly clientLockOwner = `${process.pid}:${Math.random().toString(36).slice(2, 10)}`;
-  private claimedClientLock: ClaimedClientLock | null = null;
-  private connectionNote?: string;
-  private resolvedConnection: ResolvedIbkrGatewayConnection | null = null;
-  private readonly quoteStreams = new Map<string, ActiveQuoteStream>();
-  private readonly quoteStreamStarts = new Map<string, Promise<void>>();
-
-  constructor(private readonly instanceId?: string) {}
-
-  /** Dedup concurrent calls with the same key — returns cached promise if one is in flight. */
-  private dedup<T>(key: string, fn: () => Promise<T>): Promise<T> {
-    const existing = this.pendingRequests.get(key);
-    if (existing) return existing as Promise<T>;
-    const promise = fn().finally(() => this.pendingRequests.delete(key));
-    this.pendingRequests.set(key, promise);
-    return promise;
-  }
-
-  subscribe(listener: () => void): () => void {
-    this.listeners.add(listener);
-    return () => this.listeners.delete(listener);
-  }
-
-  getSnapshot(): IbkrSnapshot {
-    return this.snapshot;
-  }
-
-  getStatus(): BrokerConnectionStatus {
-    return this.snapshot.status;
-  }
-
-  getResolvedConnection(): ResolvedIbkrGatewayConnection | null {
-    return this.resolvedConnection;
-  }
-
-  async connect(config: IbkrGatewayConfig): Promise<void> {
-    const nextKey = JSON.stringify({
-      host: config.host,
-      port: config.port ?? null,
-      clientId: config.clientId ?? null,
-      marketDataType: config.marketDataType ?? "auto",
-    });
-    if (this.api?.isConnected && this.configKey === nextKey) {
-      return;
-    }
-    if (this.connecting) {
-      return this.connecting;
-    }
-
-    this.connecting = this.connectWithClientFallback(config, nextKey);
-    try {
-      await this.connecting;
-    } finally {
-      this.connecting = null;
-    }
-  }
-
-  async disconnect(): Promise<void> {
-    this.teardownQuoteStreams();
-    this.api?.disconnect();
-    this.api = null;
-    this.configKey = null;
-    this.autoMarketData = true;
-    this.activeMarketDataType = MarketDataType.REALTIME;
-    this.connectionNote = undefined;
-    this.resolvedConnection = null;
-    await this.releaseClientLock();
-    this.updateSnapshot({
-      ...this.snapshot,
-      status: { state: "disconnected", updatedAt: Date.now() },
-      accounts: [],
-      openOrders: [],
-      executions: [],
-    });
-  }
-
-  async searchInstruments(query: string, config: IbkrGatewayConfig): Promise<InstrumentSearchResult[]> {
-    await this.connect(config);
-    const [descriptions, directMatches] = await Promise.all([
-      withTimeout(this.api!.getMatchingSymbols(query), IBKR_DATA_TIMEOUT, "getMatchingSymbols").catch(() => [] as ContractDescription[]),
-      withTimeout(this.getDirectContractMatches(query), IBKR_DATA_TIMEOUT, "getDirectContractMatches").catch(() => [] as InstrumentSearchResult[]),
-    ]);
-    const merged = new Map<string, InstrumentSearchResult>();
-
-    for (const result of descriptions
-      .map((description) => this.contractDescriptionToSearchResult(description))
-      .filter((value): value is InstrumentSearchResult => value != null)) {
-      const key = `${result.symbol}|${result.exchange}|${result.type}`;
-      merged.set(key, result);
-    }
-
-    for (const result of directMatches) {
-      const key = `${result.symbol}|${result.exchange}|${result.type}`;
-      merged.set(key, result);
-    }
-
-    return [...merged.values()];
-  }
-
-  async getAccounts(config: IbkrGatewayConfig): Promise<BrokerAccount[]> {
-    await this.connect(config);
-    return this.loadAccountsAndUpdateSnapshot();
-  }
-
-  async getPositions(config: IbkrGatewayConfig): Promise<BrokerPosition[]> {
-    await this.connect(config);
-    const update = await firstValueFrom(this.api!.getPositions().pipe(take(1), timeout(10_000)));
-    const portfolioSnapshots = await this.loadPortfolioSnapshotsForAccounts([...update.all.keys()]);
-    const positions: BrokerPosition[] = [];
-    for (const [accountId, accountPositions] of update.all) {
-      for (const position of accountPositions) {
-        if (!position.contract.symbol) continue;
-        const portfolioSnapshot = portfolioSnapshots.get(buildPortfolioPositionKey(accountId, position.contract));
-        const priceDivisor = getIbkrPriceDivisor(position.contract);
-        positions.push({
-          ticker: position.contract.localSymbol || position.contract.symbol,
-          exchange: position.contract.primaryExch || position.contract.exchange || "",
-          shares: Math.abs(position.pos),
-          avgCost: normalizeIbkrPriceValue(portfolioSnapshot?.avgCost ?? position.avgCost, priceDivisor),
-          currency: position.contract.currency || "USD",
-          accountId,
-          name: position.contract.description || position.contract.localSymbol || position.contract.symbol,
-          assetCategory: position.contract.secType,
-          markPrice: normalizeIbkrPriceValue(portfolioSnapshot?.marketPrice ?? position.marketPrice, priceDivisor),
-          marketValue: portfolioSnapshot?.marketValue ?? position.marketValue,
-          unrealizedPnl: portfolioSnapshot?.unrealizedPNL ?? position.unrealizedPNL,
-          side: position.pos < 0 ? "short" : "long",
-          multiplier: position.contract.multiplier,
-          brokerContract: this.contractToRef(position.contract),
-        });
-      }
-    }
-    return positions;
-  }
-
-  async getQuote(
-    ticker: string,
-    config: IbkrGatewayConfig,
-    exchange = "",
-    instrument?: BrokerContractRef | null,
-  ): Promise<Quote> {
-    return this.dedup(`quote:${ticker}:${exchange}`, async () => {
-      await this.connect(config);
-      const contract = await withTimeout(this.resolveContract(ticker, exchange, instrument ?? null), IBKR_DATA_TIMEOUT, "resolveContract");
-      const details = await withTimeout(this.getPrimaryContractDetails(contract), IBKR_DATA_TIMEOUT, "getContractDetails");
-      const marketData = await this.withMarketDataFallback(
-        config,
-        () => withTimeout(this.api!.getMarketDataSnapshot(contract, "", false), IBKR_DATA_TIMEOUT, "getMarketDataSnapshot"),
-      );
-      const quote = this.marketDataToQuote(contract, details, marketData);
-      quote.dataSource = hasDelayedMarketData(marketData) || this.activeMarketDataType !== MarketDataType.REALTIME
-        ? "delayed"
-        : "live";
-      return quote;
-    });
-  }
-
-  subscribeQuotes(
-    config: IbkrGatewayConfig,
-    targets: QuoteSubscriptionTarget[],
-    onQuote: QuoteStreamListener,
-  ): () => void {
-    const uniqueTargets = [...new Map(
-      targets
-        .map((target) => normalizeQuoteStreamTarget(target))
-        .filter((target): target is QuoteSubscriptionTarget => target != null)
-        .map((target) => [buildQuoteStreamKey(target), target] as const),
-    ).values()];
-
-    for (const target of uniqueTargets) {
-      const key = buildQuoteStreamKey(target);
-      const stream = this.quoteStreams.get(key) ?? {
-        target,
-        listeners: new Map<QuoteStreamListener, QuoteSubscriptionTarget>(),
-        stop: () => {},
-      };
-      stream.target = target;
-      stream.listeners.set(onQuote, target);
-      this.quoteStreams.set(key, stream);
-
-      if (!this.quoteStreamStarts.has(key) && stream.listeners.size === 1) {
-        const startPromise = this.ensureQuoteStream(key, target, config)
-          .catch((error) => {
-            gatewayLog.warn("Quote stream setup failed", {
-              instanceId: this.instanceId,
-              symbol: target.symbol,
-              exchange: target.exchange ?? "",
-              error: error instanceof Error ? error.message : String(error ?? ""),
-            });
-          })
-          .finally(() => {
-            this.quoteStreamStarts.delete(key);
-          });
-        this.quoteStreamStarts.set(key, startPromise);
-      }
-    }
-
-    return () => {
-      for (const target of uniqueTargets) {
-        const key = buildQuoteStreamKey(target);
-        const stream = this.quoteStreams.get(key);
-        if (!stream) continue;
-        stream.listeners.delete(onQuote);
-        if (stream.listeners.size === 0) {
-          stream.stop();
-          this.quoteStreams.delete(key);
-        }
-      }
-    };
-  }
-
-  async getTickerFinancials(
-    ticker: string,
-    config: IbkrGatewayConfig,
-    exchange = "",
-    instrument?: BrokerContractRef | null,
-  ): Promise<TickerFinancials> {
-    return this.dedup(`financials:${ticker}:${exchange}`, async () => {
-      await this.connect(config);
-      const contract = await withTimeout(this.resolveContract(ticker, exchange, instrument ?? null), IBKR_DATA_TIMEOUT, "resolveContract");
-
-      const [quote, priceHistory, snapshotXml, statementsXml] = await Promise.all([
-        this.getQuote(ticker, config, exchange, instrument),
-        this.getPriceHistory(ticker, config, exchange, "1Y", instrument),
-        this.fetchFundamentalData(contract, "ReportSnapshot"),
-        this.fetchFundamentalData(contract, "ReportsFinStatements"),
-      ]);
-
-      const fundamentals = snapshotXml ? parseReportSnapshot(snapshotXml) : {};
-      const statements = statementsXml ? parseFinStatements(statementsXml) : { annual: [], quarterly: [] };
-
-      // Compute 1Y return from price history
-      if (priceHistory.length >= 2) {
-        const oldest = priceHistory[0]!.close;
-        const newest = priceHistory[priceHistory.length - 1]!.close;
-        if (oldest > 0) {
-          fundamentals.return1Y = (newest - oldest) / oldest;
-        }
-      }
-
-      return {
-        quote,
-        fundamentals,
-        annualStatements: statements.annual,
-        quarterlyStatements: statements.quarterly,
-        priceHistory,
-      };
-    });
-  }
-
-  private async fetchFundamentalData(contract: Contract, reportType: string): Promise<string | null> {
-    try {
-      return await withTimeout(
-        this.api!.getFundamentalData(contract, reportType),
-        IBKR_DATA_TIMEOUT,
-        `getFundamentalData(${reportType})`,
-      );
-    } catch {
-      return null; // Paper account or no Reuters subscription — Yahoo fallback handles it
-    }
-  }
-
-  async getPriceHistory(
-    ticker: string,
-    config: IbkrGatewayConfig,
-    exchange: string,
-    range: TimeRange,
-    instrument?: BrokerContractRef | null,
-  ): Promise<PricePoint[]> {
-    return this.dedup(`history:${ticker}:${exchange}:${range}`, async () => {
-      await this.connect(config);
-      const contract = await withTimeout(this.resolveContract(ticker, exchange, instrument ?? null), IBKR_DATA_TIMEOUT, "resolveContract");
-      const params = HISTORY_PARAMS[range];
-      const detailsPromise = withTimeout(this.getPrimaryContractDetails(contract), IBKR_DATA_TIMEOUT, "getContractDetails")
-        .catch(() => undefined);
-      const bars = await this.withMarketDataFallback(
-        config,
-        () => withTimeout(this.api!.getHistoricalData(
-          contract,
-          "",
-          params.duration,
-          params.size,
-          WhatToShow.TRADES,
-          1,
-          1,
-        ), IBKR_DATA_TIMEOUT, "getHistoricalData"),
-      );
-      const details = await detailsPromise;
-      const priceDivisor = getIbkrPriceDivisor(contract, details);
-
-      return bars.map((bar) => ({
-        date: parseIbkrHistoricalBarTime(bar.time),
-        open: normalizeIbkrPriceValue(bar.open, priceDivisor),
-        high: normalizeIbkrPriceValue(bar.high, priceDivisor),
-        low: normalizeIbkrPriceValue(bar.low, priceDivisor),
-        close: normalizeIbkrPriceValue(bar.close ?? bar.open ?? bar.high ?? bar.low ?? 0, priceDivisor) ?? 0,
-        volume: bar.volume,
-      }));
-    });
-  }
-
-  getChartResolutionSupport(
-    _ticker: string,
-    _config: IbkrGatewayConfig,
-    _exchange?: string,
-    _instrument?: BrokerContractRef | null,
-  ): ChartResolutionSupport[] {
-    return IBKR_RESOLUTION_SUPPORT;
-  }
-
-  getChartResolutionCapabilities(
-    _ticker: string,
-    _config: IbkrGatewayConfig,
-    _exchange?: string,
-    _instrument?: BrokerContractRef | null,
-  ): ManualChartResolution[] {
-    return IBKR_RESOLUTION_SUPPORT.map((entry) => entry.resolution);
-  }
-
-  async getPriceHistoryForResolution(
-    ticker: string,
-    config: IbkrGatewayConfig,
-    exchange: string,
-    bufferRange: TimeRange,
-    resolution: ManualChartResolution,
-    instrument?: BrokerContractRef | null,
-  ): Promise<PricePoint[]> {
-    const ibkrBarSize = GENERIC_BAR_SIZE_MAP[resolution];
-    if (!ibkrBarSize) return [];
-
-    return this.dedup(`history:${ticker}:${exchange}:${bufferRange}:${resolution}`, async () => {
-      await this.connect(config);
-      const contract = await withTimeout(this.resolveContract(ticker, exchange, instrument ?? null), IBKR_DATA_TIMEOUT, "resolveContract");
-      const params = HISTORY_PARAMS[bufferRange];
-      const detailsPromise = withTimeout(this.getPrimaryContractDetails(contract), IBKR_DATA_TIMEOUT, "getContractDetails")
-        .catch(() => undefined);
-      const bars = await this.withMarketDataFallback(
-        config,
-        () => withTimeout(this.api!.getHistoricalData(
-          contract,
-          "",
-          params.duration,
-          ibkrBarSize,
-          WhatToShow.TRADES,
-          1,
-          1,
-        ), IBKR_DATA_TIMEOUT, "getHistoricalData"),
-      );
-      const details = await detailsPromise;
-      const priceDivisor = getIbkrPriceDivisor(contract, details);
-
-      return bars.map((bar) => ({
-        date: parseIbkrHistoricalBarTime(bar.time),
-        open: normalizeIbkrPriceValue(bar.open, priceDivisor),
-        high: normalizeIbkrPriceValue(bar.high, priceDivisor),
-        low: normalizeIbkrPriceValue(bar.low, priceDivisor),
-        close: normalizeIbkrPriceValue(bar.close ?? bar.open ?? bar.high ?? bar.low ?? 0, priceDivisor) ?? 0,
-        volume: bar.volume,
-      }));
-    });
-  }
-
-  async getDetailedPriceHistory(
-    ticker: string,
-    config: IbkrGatewayConfig,
-    exchange: string,
-    startDate: Date,
-    endDate: Date,
-    barSize: string,
-    instrument?: BrokerContractRef | null,
-  ): Promise<PricePoint[]> {
-    const ibkrBarSize = GENERIC_BAR_SIZE_MAP[barSize];
-    if (!ibkrBarSize) return [];
-
-    const key = `detail:${ticker}:${exchange}:${barSize}:${startDate.getTime()}:${endDate.getTime()}`;
-    return this.dedup(key, async () => {
-      await this.connect(config);
-      const contract = await withTimeout(this.resolveContract(ticker, exchange, instrument ?? null), IBKR_DATA_TIMEOUT, "resolveContract");
-      const detailsPromise = withTimeout(this.getPrimaryContractDetails(contract), IBKR_DATA_TIMEOUT, "getContractDetails")
-        .catch(() => undefined);
-
-      // Format endDateTime as "yyyyMMdd HH:mm:ss" for IBKR
-      const pad = (n: number) => String(n).padStart(2, "0");
-      const endDateTime = `${endDate.getFullYear()}${pad(endDate.getMonth() + 1)}${pad(endDate.getDate())} ${pad(endDate.getHours())}:${pad(endDate.getMinutes())}:${pad(endDate.getSeconds())}`;
-
-      // Compute duration from date range
-      const spanMs = endDate.getTime() - startDate.getTime();
-      const spanDays = Math.ceil(spanMs / (1000 * 60 * 60 * 24));
-      let durationStr: string;
-      if (spanDays <= 1) durationStr = `${Math.max(Math.ceil(spanMs / (1000 * 60 * 60)), 1)} hours`;
-      else if (spanDays <= 30) durationStr = `${spanDays} D`;
-      else if (spanDays <= 365) durationStr = `${Math.ceil(spanDays / 30)} M`;
-      else durationStr = `${Math.ceil(spanDays / 365)} Y`;
-
-      const bars = await this.withMarketDataFallback(
-        config,
-        () => withTimeout(this.api!.getHistoricalData(
-          contract,
-          endDateTime,
-          durationStr,
-          ibkrBarSize,
-          WhatToShow.TRADES,
-          1,
-          1,
-        ), IBKR_DATA_TIMEOUT, "getDetailedHistoricalData"),
-      );
-      const details = await detailsPromise;
-      const priceDivisor = getIbkrPriceDivisor(contract, details);
-
-      return bars.map((bar) => ({
-        date: parseIbkrHistoricalBarTime(bar.time),
-        open: normalizeIbkrPriceValue(bar.open, priceDivisor),
-        high: normalizeIbkrPriceValue(bar.high, priceDivisor),
-        low: normalizeIbkrPriceValue(bar.low, priceDivisor),
-        close: normalizeIbkrPriceValue(bar.close ?? bar.open ?? bar.high ?? bar.low ?? 0, priceDivisor) ?? 0,
-        volume: bar.volume,
-      }));
-    });
-  }
-
-  async listOpenOrders(config: IbkrGatewayConfig): Promise<BrokerOrder[]> {
-    await this.connect(config);
-    return this.loadOpenOrders();
-  }
-
-  async listExecutions(config: IbkrGatewayConfig): Promise<BrokerExecution[]> {
-    await this.connect(config);
-    return this.loadExecutions();
-  }
-
-  async previewOrder(config: IbkrGatewayConfig, request: BrokerOrderRequest): Promise<BrokerOrderPreview> {
-    await this.connect(config);
-    const contract = await this.resolveContract(request.contract.symbol, request.contract.exchange || "", request.contract);
-    const rawApi = this.getRawApi();
-    const orderId = await this.api!.getNextValidOrderId();
-    const order = this.buildOrder(request, true);
-
-    return new Promise<BrokerOrderPreview>((resolve, reject) => {
-      const timeoutId = setTimeout(() => {
-        cleanup();
-        reject(new Error("Timed out while previewing order"));
-      }, 10_000);
-
-      const cleanup = () => {
-        clearTimeout(timeoutId);
-        rawApi.off(EventName.openOrder, onOpenOrder);
-        rawApi.off(EventName.error, onError);
-      };
-
-      const onOpenOrder = (incomingOrderId: number, _contract: Contract, _order: Order, orderState: OrderState) => {
-        if (incomingOrderId !== orderId) return;
-        cleanup();
-        resolve({
-          initMarginBefore: orderState.initMarginBefore,
-          initMarginAfter: orderState.initMarginAfter,
-          maintMarginBefore: orderState.maintMarginBefore,
-          maintMarginAfter: orderState.maintMarginAfter,
-          equityWithLoanBefore: orderState.equityWithLoanBefore,
-          equityWithLoanAfter: orderState.equityWithLoanAfter,
-          commission: orderState.commission,
-          commissionCurrency: orderState.commissionCurrency,
-          warningText: orderState.warningText,
-        });
-      };
-
-      const onError = (error: Error, code: number, reqId: number) => {
-        if (reqId !== orderId) return;
-        cleanup();
-        reject(new Error(error.message || `IBKR error ${code}`));
-      };
-
-      rawApi.on(EventName.openOrder, onOpenOrder);
-      rawApi.on(EventName.error, onError);
-      rawApi.placeOrder(orderId, contract, order);
-    });
-  }
-
-  async placeOrder(config: IbkrGatewayConfig, request: BrokerOrderRequest): Promise<BrokerOrder> {
-    await this.connect(config);
-    const contract = await this.resolveContract(request.contract.symbol, request.contract.exchange || "", request.contract);
-    const order = this.buildOrder(request, false);
-    const rawApi = this.getRawApi();
-    const orderId = await this.api!.getNextValidOrderId();
-
-    await new Promise<void>((resolve, reject) => {
-      const timeoutId = setTimeout(() => {
-        cleanup();
-        reject(new Error("Timed out waiting for order acknowledgement"));
-      }, 10_000);
-
-      const cleanup = () => {
-        clearTimeout(timeoutId);
-        rawApi.off(EventName.openOrder, onOpenOrder);
-        rawApi.off(EventName.orderStatus, onOrderStatus);
-        rawApi.off(EventName.error, onError);
-      };
-
-      const onOpenOrder = (incomingOrderId: number) => {
-        if (incomingOrderId !== orderId) return;
-        cleanup();
-        resolve();
-      };
-
-      const onOrderStatus = (incomingOrderId: number, status: string) => {
-        if (incomingOrderId !== orderId) return;
-        cleanup();
-        resolve();
-      };
-
-      const onError = (error: Error, code: number, reqId: number) => {
-        if (reqId !== orderId) return;
-        cleanup();
-        reject(new Error(error.message || `IBKR error ${code}`));
-      };
-
-      rawApi.on(EventName.openOrder, onOpenOrder);
-      rawApi.on(EventName.orderStatus, onOrderStatus);
-      rawApi.on(EventName.error, onError);
-      rawApi.placeOrder(orderId, contract, order);
-    });
-
-    const openOrders = await this.listOpenOrders(config);
-    return openOrders.find((openOrder) => openOrder.orderId === orderId) ?? {
-      orderId,
-      brokerInstanceId: this.instanceId,
-      accountId: request.accountId,
-      status: "Submitted",
-      action: request.action,
-      orderType: request.orderType,
-      quantity: request.quantity,
-      filled: 0,
-      remaining: request.quantity,
-      limitPrice: request.limitPrice,
-      stopPrice: request.stopPrice,
-      tif: request.tif,
-      updatedAt: Date.now(),
-      contract: request.contract,
-    };
-  }
-
-  async modifyOrder(config: IbkrGatewayConfig, orderId: number, request: BrokerOrderRequest): Promise<BrokerOrder> {
-    await this.connect(config);
-    const contract = await this.resolveContract(request.contract.symbol, request.contract.exchange || "", request.contract);
-    const rawApi = this.getRawApi();
-    const order = this.buildOrder({ ...request }, false);
-
-    await new Promise<void>((resolve, reject) => {
-      const timeoutId = setTimeout(() => {
-        cleanup();
-        reject(new Error("Timed out waiting for order modification acknowledgement"));
-      }, 10_000);
-
-      const cleanup = () => {
-        clearTimeout(timeoutId);
-        rawApi.off(EventName.openOrder, onOpenOrder);
-        rawApi.off(EventName.orderStatus, onOrderStatus);
-        rawApi.off(EventName.error, onError);
-      };
-
-      const onOpenOrder = (incomingOrderId: number) => {
-        if (incomingOrderId !== orderId) return;
-        cleanup();
-        resolve();
-      };
-
-      const onOrderStatus = (incomingOrderId: number, status: string) => {
-        if (incomingOrderId !== orderId) return;
-        cleanup();
-        resolve();
-      };
-
-      const onError = (error: Error, code: number, reqId: number) => {
-        if (reqId !== orderId) return;
-        cleanup();
-        reject(new Error(error.message || `IBKR error ${code}`));
-      };
-
-      rawApi.on(EventName.openOrder, onOpenOrder);
-      rawApi.on(EventName.orderStatus, onOrderStatus);
-      rawApi.on(EventName.error, onError);
-      rawApi.placeOrder(orderId, contract, order);
-    });
-
-    const openOrders = await this.listOpenOrders(config);
-    return openOrders.find((openOrder) => openOrder.orderId === orderId) ?? {
-      orderId,
-      brokerInstanceId: this.instanceId,
-      accountId: request.accountId,
-      status: "Submitted",
-      action: request.action,
-      orderType: request.orderType,
-      quantity: request.quantity,
-      filled: 0,
-      remaining: request.quantity,
-      limitPrice: request.limitPrice,
-      stopPrice: request.stopPrice,
-      tif: request.tif,
-      updatedAt: Date.now(),
-      contract: request.contract,
-    };
-  }
-
-  async cancelOrder(config: IbkrGatewayConfig, orderId: number): Promise<void> {
-    await this.connect(config);
-    this.api!.cancelOrder(orderId);
-    await this.listOpenOrders(config);
-  }
-
-  private async connectWithClientFallback(config: IbkrGatewayConfig, configKey: string): Promise<void> {
-    let resolvedConfig: ResolvedIbkrGatewayConnection;
-    try {
-      resolvedConfig = await resolveGatewayConnection(config);
-    } catch (error: any) {
-      const message = error?.message || String(error || "");
-      this.updateSnapshot({
-        ...this.snapshot,
-        status: {
-          state: "error",
-          updatedAt: Date.now(),
-          mode: "gateway",
-          message,
-        },
-        lastError: message,
-      });
-      throw error;
-    }
-
-    const candidates = this.getClientIdCandidates(resolvedConfig.requestedClientId);
-    let lastConflict: Error | null = null;
-
-    for (const clientId of candidates) {
-      const claimed = await this.tryClaimClientLock(resolvedConfig, clientId, resolvedConfig.requestedClientId);
-      if (!claimed) continue;
-
-      try {
-        await this.connectInternal(
-          { ...config, host: resolvedConfig.host, port: resolvedConfig.port, clientId },
-          configKey,
-          buildConnectionNote(resolvedConfig.requestedClientId, clientId, resolvedConfig.requestedPort, resolvedConfig.port),
-        );
-        this.resolvedConnection = {
-          ...resolvedConfig,
-          clientId,
-        };
-        void resolvedGatewayListener?.(this.instanceId, this.resolvedConnection);
-        return;
-      } catch (error: any) {
-        const code = getIbErrorCode(error);
-        const message = getIbErrorMessage(error) || error?.message || String(error || "");
-        await this.disconnect();
-        if (!isClientIdInUseError(code, message)) {
-          throw error;
-        }
-        lastConflict = new Error(message || `IBKR client ID ${clientId} is already in use.`);
-      }
-    }
-
-    throw lastConflict ?? new Error(
-      `No IBKR client IDs are available near ${resolvedConfig.requestedClientId}. Close other sessions or choose a different client ID.`,
-    );
-  }
-
-  private async connectInternal(
-    config: IbkrGatewayConfig,
-    configKey: string,
-    connectionNote?: string,
-  ): Promise<void> {
-    if (this.api && this.configKey !== configKey) {
-      await this.disconnect();
-    }
-
-    this.connectionNote = connectionNote;
-    this.updateSnapshot({
-      ...this.snapshot,
-      status: {
-        state: "connecting",
-        updatedAt: Date.now(),
-        mode: "gateway",
-        message: this.connectionNote,
-      },
-      lastError: undefined,
-    });
-
-    if (!this.api) {
-      this.api = new IBApiNext({
-        host: config.host,
-        port: config.port,
-        reconnectInterval: 2_000,
-      });
-      this.bindConnectionEvents(this.api);
-    }
-
-    let unsubscribeConflict = () => {};
-    const conflictPromise = new Promise<never>((_, reject) => {
-      const subscription = this.api!.error.subscribe((err) => {
-        const code = getIbErrorCode(err);
-        const message = getIbErrorMessage(err);
-        if (!isClientIdInUseError(code, message)) return;
-        subscription.unsubscribe();
-        reject(new Error(message || `IBKR client ID ${config.clientId} is already in use.`));
-      });
-      unsubscribeConflict = () => subscription.unsubscribe();
-    });
-
-    this.api.connect(config.clientId);
-    try {
-      await Promise.race([
-        firstValueFrom(this.api.connectionState.pipe(
-          filter((state) => state === ConnectionState.Connected),
-          take(1),
-          timeout(10_000),
-        )),
-        conflictPromise,
-      ]);
-    } finally {
-      unsubscribeConflict();
-    }
-
-    gatewayLog.info("Connected to IBKR gateway", {
-      instanceId: this.instanceId,
-      requestedClientId: this.claimedClientLock?.requestedClientId ?? config.clientId,
-      actualClientId: config.clientId,
-      host: config.host,
-      port: config.port,
-    });
-    this.autoMarketData = (config.marketDataType ?? "auto") === "auto";
-    this.activeMarketDataType = marketDataTypeFromConfig(config);
-    this.api.setMarketDataType(this.activeMarketDataType);
-    this.configKey = configKey;
-    await Promise.allSettled([
-      this.loadAccountsAndUpdateSnapshot(),
-      this.loadOpenOrders(),
-      this.loadExecutions(),
-    ]);
-    this.updateSnapshot({
-      ...this.snapshot,
-      status: {
-        state: "connected",
-        updatedAt: Date.now(),
-        mode: "gateway",
-        message: this.connectionNote,
-      },
-    });
-  }
-
-  private bindConnectionEvents(api: IBApiNext): void {
-    api.connectionState.subscribe((state) => {
-      if (state === ConnectionState.Connected) {
-        this.updateSnapshot({
-          ...this.snapshot,
-          status: {
-            state: "connected",
-            updatedAt: Date.now(),
-            mode: "gateway",
-            message: this.connectionNote,
-          },
-        });
-      } else if (state === ConnectionState.Connecting) {
-        this.updateSnapshot({
-          ...this.snapshot,
-          status: {
-            state: "connecting",
-            updatedAt: Date.now(),
-            mode: "gateway",
-            message: this.connectionNote,
-          },
-        });
-      } else {
-        this.updateSnapshot({
-          ...this.snapshot,
-          status: { state: "disconnected", updatedAt: Date.now(), mode: "gateway" },
-        });
-      }
-    });
-
-    // Capture account IDs as they arrive from the managedAccounts event on connection.
-    const rawApi = this.getRawApi();
-    rawApi.on(EventName.managedAccounts, (accountsList: string) => {
-      this.cachedAccountIds = accountsList.split(",").map((s: string) => s.trim()).filter(Boolean);
-    });
-
-    api.error.subscribe((err) => {
-      const code = getIbErrorCode(err);
-      const message = getIbErrorMessage(err);
-      if (isMarketDataPermissionError(code, message)) {
-        this.updateSnapshot({
-          ...this.snapshot,
-          status: {
-            state: "connected",
-            updatedAt: Date.now(),
-            mode: "gateway",
-            message: this.autoMarketData
-              ? "Live API market data unavailable; delayed quotes will be used when IBKR allows them."
-              : message,
-          },
-          lastError: message,
-        });
-        return;
-      }
-      if (isIbInformationalWarning(code, message)) {
-        this.updateSnapshot({
-          ...this.snapshot,
-          status: {
-            ...this.snapshot.status,
-            updatedAt: Date.now(),
-            mode: "gateway",
-            message,
-          },
-        });
-        return;
-      }
-
-      const keepConnectionState = this.snapshot.status.state === "connected" || this.snapshot.status.state === "connecting";
-      this.updateSnapshot({
-        ...this.snapshot,
-        status: keepConnectionState
-          ? {
-            ...this.snapshot.status,
-            updatedAt: Date.now(),
-            mode: "gateway",
-            message,
-          }
-          : { state: "error", updatedAt: Date.now(), mode: "gateway", message },
-        lastError: message,
-      });
-    });
-  }
-
-  private getClientIdCandidates(requestedClientId: number): number[] {
-    const preferred = this.claimedClientLock?.clientId;
-    const candidates = new Set<number>();
-    if (preferred && Number.isFinite(preferred) && preferred > 0) {
-      candidates.add(preferred);
-    }
-    for (let offset = 0; offset < IBKR_CLIENT_ID_SEARCH_SPAN; offset += 1) {
-      candidates.add(requestedClientId + offset);
-    }
-    return [...candidates];
-  }
-
-  private async tryClaimClientLock(
-    config: IbkrGatewayConfig,
-    clientId: number,
-    requestedClientId: number,
-  ): Promise<boolean> {
-    const path = buildClientLockPath(config, clientId);
-    const existing = this.claimedClientLock;
-    if (
-      existing
-      && existing.clientId === clientId
-      && existing.requestedClientId === requestedClientId
-    ) {
-      return true;
-    }
-
-    await mkdir(IBKR_CLIENT_LOCK_DIR, { recursive: true });
-    const metadata: ClientLockMetadata = {
-      pid: process.pid,
-      ownerToken: this.clientLockOwner,
-      requestedClientId,
-      clientId,
-      host: config.host,
-      port: config.port,
-      instanceId: this.instanceId,
-      cwd: process.cwd(),
-      timestamp: Date.now(),
-    };
-
-    try {
-      const handle = await open(path, "wx");
-      await handle.writeFile(JSON.stringify(metadata), "utf-8");
-      await handle.close();
-      await this.releaseClientLock();
-      this.claimedClientLock = { clientId, requestedClientId, path };
-      return true;
-    } catch (error: any) {
-      if (error?.code !== "EEXIST") throw error;
-    }
-
-    const lock = await readClientLock(path);
-    if (!lock || !isProcessAlive(lock.pid)) {
-      await rm(path, { force: true }).catch(() => {});
-      return this.tryClaimClientLock(config, clientId, requestedClientId);
-    }
-    if (lock.ownerToken === this.clientLockOwner) {
-      await this.releaseClientLock();
-      this.claimedClientLock = { clientId, requestedClientId, path };
-      return true;
-    }
-    return false;
-  }
-
-  private async releaseClientLock(): Promise<void> {
-    const lock = this.claimedClientLock;
-    this.claimedClientLock = null;
-    if (!lock) return;
-    await rm(lock.path, { force: true }).catch(() => {});
-  }
-
-  private updateSnapshot(snapshot: IbkrSnapshot): void {
-    this.snapshot = snapshot;
-    for (const listener of this.listeners) listener();
-  }
-
-  private teardownQuoteStreams(): void {
-    for (const stream of this.quoteStreams.values()) {
-      stream.stop();
-    }
-    this.quoteStreams.clear();
-    this.quoteStreamStarts.clear();
-  }
-
-  private async ensureQuoteStream(
-    key: string,
-    target: QuoteSubscriptionTarget,
-    config: IbkrGatewayConfig,
-  ): Promise<void> {
-    await this.connect(config);
-    const contract = await withTimeout(
-      this.resolveContract(target.symbol, target.exchange ?? "", target.context?.instrument ?? null),
-      IBKR_DATA_TIMEOUT,
-      "resolveContract",
-    );
-    const details = await withTimeout(this.getPrimaryContractDetails(contract), IBKR_DATA_TIMEOUT, "getContractDetails");
-    const priceDivisor = getIbkrPriceDivisor(contract, details);
-    const stream = this.quoteStreams.get(key);
-    if (!stream || stream.listeners.size === 0) {
-      this.quoteStreams.delete(key);
-      return;
-    }
-
-    const seededQuote = await this.loadSeedQuote(contract, details, config).catch(() => null);
-    if (seededQuote) {
-      stream.lastQuote = seededQuote;
-      for (const [listener, listenerTarget] of stream.listeners.entries()) {
-        listener(listenerTarget, seededQuote);
-      }
-    }
-
-    const subscription = this.api!.getMarketData(contract, IBKR_QUOTE_STREAM_TICKS, false, false).subscribe({
-      next: (update) => this.emitQuoteStreamUpdate(key, contract, details, update),
-      error: (error) => {
-        gatewayLog.warn("Quote stream error", {
-          instanceId: this.instanceId,
-          symbol: target.symbol,
-          exchange: target.exchange ?? "",
-          error: error instanceof Error ? error.message : String(error ?? ""),
-        });
-      },
-    });
-    const tradeSubscription = this.api!.getTickByTickAllLastDataUpdates(contract, 0, false).subscribe({
-      next: (tick) => this.emitTickByTickAllLastUpdate(key, contract, details, tick, priceDivisor),
-      error: (error) => {
-        gatewayLog.warn("Tick-by-tick trade stream error", {
-          instanceId: this.instanceId,
-          symbol: target.symbol,
-          exchange: target.exchange ?? "",
-          error: error instanceof Error ? error.message : String(error ?? ""),
-        });
-      },
-    });
-    const bidAskStop = this.startTickByTickBidAskStream(
-      contract,
-      (update) => this.emitTickByTickBidAskUpdate(key, priceDivisor, update),
-      (error) => {
-        gatewayLog.warn("Tick-by-tick bid/ask stream error", {
-          instanceId: this.instanceId,
-          symbol: target.symbol,
-          exchange: target.exchange ?? "",
-          error,
-        });
-      },
-    );
-
-    const liveStream = this.quoteStreams.get(key);
-    if (!liveStream || liveStream.listeners.size === 0) {
-      subscription.unsubscribe();
-      tradeSubscription.unsubscribe();
-      bidAskStop();
-      this.quoteStreams.delete(key);
-      return;
-    }
-    liveStream.stop = () => {
-      subscription.unsubscribe();
-      tradeSubscription.unsubscribe();
-      bidAskStop();
-    };
-  }
-
-  private emitQuoteStreamUpdate(
-    key: string,
-    contract: Contract,
-    details: ContractDetails,
-    update: MarketDataUpdate,
-  ): void {
-    const stream = this.quoteStreams.get(key);
-    if (!stream || stream.listeners.size === 0) return;
-
-    try {
-      const quote = this.marketDataToQuote(contract, details, update.all);
-      quote.providerId = "ibkr";
-      quote.dataSource = hasDelayedMarketData(update.all) || this.activeMarketDataType !== MarketDataType.REALTIME
-        ? "delayed"
-        : "live";
-      stream.lastQuote = quote;
-      for (const [listener, listenerTarget] of stream.listeners.entries()) {
-        listener(listenerTarget, quote);
-      }
-    } catch {
-      // Ignore partial tick snapshots until IBKR has sent a usable quote.
-    }
-  }
-
-  private emitTickByTickAllLastUpdate(
-    key: string,
-    contract: Contract,
-    details: ContractDetails,
-    tick: TickByTickAllLast,
-    priceDivisor: number,
-  ): void {
-    const stream = this.quoteStreams.get(key);
-    if (!stream || stream.listeners.size === 0) return;
-
-    const nextQuote = applyTickByTickAllLastToQuote(
-      stream.lastQuote,
-      contract,
-      details,
-      tick,
-      priceDivisor,
-      stream.lastQuote?.dataSource ?? (this.activeMarketDataType === MarketDataType.REALTIME ? "live" : "delayed"),
-    );
-    if (!nextQuote) return;
-    stream.lastQuote = nextQuote;
-    for (const [listener, listenerTarget] of stream.listeners.entries()) {
-      listener(listenerTarget, nextQuote);
-    }
-  }
-
-  private emitTickByTickBidAskUpdate(
-    key: string,
-    priceDivisor: number,
-    update: TickByTickBidAskUpdate,
-  ): void {
-    const stream = this.quoteStreams.get(key);
-    if (!stream || stream.listeners.size === 0) return;
-    const nextQuote = applyTickByTickBidAskToQuote(stream.lastQuote, update, priceDivisor);
-    if (!nextQuote) return;
-    stream.lastQuote = nextQuote;
-    for (const [listener, listenerTarget] of stream.listeners.entries()) {
-      listener(listenerTarget, nextQuote);
-    }
-  }
-
-  private async loadSeedQuote(
-    contract: Contract,
-    details: ContractDetails,
-    config: IbkrGatewayConfig,
-  ): Promise<Quote | null> {
-    try {
-      const marketData = await this.withMarketDataFallback(
-        config,
-        () => withTimeout(this.api!.getMarketDataSnapshot(contract, "", false), IBKR_DATA_TIMEOUT, "getMarketDataSnapshot"),
-      );
-      const quote = this.marketDataToQuote(contract, details, marketData);
-      quote.providerId = "ibkr";
-      quote.dataSource = hasDelayedMarketData(marketData) || this.activeMarketDataType !== MarketDataType.REALTIME
-        ? "delayed"
-        : "live";
-      return quote;
-    } catch {
-      return null;
-    }
-  }
-
-  private startTickByTickBidAskStream(
-    contract: Contract,
-    onUpdate: (update: TickByTickBidAskUpdate) => void,
-    onError: (message: string) => void,
-  ): () => void {
-    const rawApi = this.getRawApi();
-    const reqId = (this.api as any)?.nextReqId;
-    if (typeof reqId !== "number" || !Number.isFinite(reqId)) {
-      onError("No request id available for tick-by-tick bid/ask stream");
-      return () => {};
-    }
-
-    const handleBidAsk = (
-      incomingReqId: number,
-      time: number,
-      bidPrice: number,
-      askPrice: number,
-      bidSize: number,
-      askSize: number,
-    ) => {
-      if (incomingReqId !== reqId) return;
-      onUpdate({ time, bidPrice, askPrice, bidSize, askSize });
-    };
-    const handleError = (error: Error, code: number, incomingReqId: number) => {
-      if (incomingReqId !== reqId) return;
-      onError(error?.message || `IBKR error ${code}`);
-    };
-
-    rawApi.on(EventName.tickByTickBidAsk, handleBidAsk);
-    rawApi.on(EventName.error, handleError);
-    rawApi.reqTickByTickData(reqId, contract, "BidAsk", 0, false);
-
-    return () => {
-      rawApi.off(EventName.tickByTickBidAsk, handleBidAsk);
-      rawApi.off(EventName.error, handleError);
-      try {
-        rawApi.cancelTickByTickData(reqId);
-      } catch {
-        // ignore shutdown races
-      }
-    };
-  }
-
-  private async withMarketDataFallback<T>(
-    config: IbkrGatewayConfig,
-    operation: () => Promise<T>,
-  ): Promise<T> {
-    try {
-      return await operation();
-    } catch (error: any) {
-      const message = error?.message || String(error || "");
-      const isPermission = isMarketDataPermissionError(undefined, message);
-      const isTimeout = message.includes("timed out");
-      const isNoData = message.includes("No valid market data");
-      if (
-        !this.autoMarketData
-        || this.activeMarketDataType === MarketDataType.DELAYED
-        || !(isPermission || isTimeout || isNoData)
-      ) {
-        throw error;
-      }
-
-      this.api?.setMarketDataType(MarketDataType.DELAYED);
-      this.activeMarketDataType = MarketDataType.DELAYED;
-      this.updateSnapshot({
-        ...this.snapshot,
-        status: {
-          state: "connected",
-          updatedAt: Date.now(),
-          mode: "gateway",
-          message: "Using delayed IBKR market data because live API market data is not enabled for this account.",
-        },
-        lastError: message,
-      });
-      return operation();
-    }
-  }
-
-  private async loadAccounts(): Promise<BrokerAccount[]> {
-    let managedAccounts: string[];
-    try {
-      managedAccounts = await withTimeout(this.api!.getManagedAccounts(), IBKR_DATA_TIMEOUT, "getManagedAccounts");
-    } catch {
-      // getManagedAccounts() can hang after reconnects or when another client with the same
-      // clientId is connected. Fall back to requesting via the raw event API, or use cached IDs.
-      if (this.cachedAccountIds.length > 0) {
-        managedAccounts = this.cachedAccountIds;
-      } else {
-        managedAccounts = await withTimeout(
-          new Promise<string[]>((resolve) => {
-            const rawApi = this.getRawApi();
-            const handler = (accountsList: string) => {
-              rawApi.off(EventName.managedAccounts, handler);
-              resolve(accountsList.split(",").map((s: string) => s.trim()).filter(Boolean));
-            };
-            rawApi.on(EventName.managedAccounts, handler);
-            rawApi.reqManagedAccts();
-          }),
-          IBKR_DATA_TIMEOUT,
-          "getManagedAccounts-fallback",
-        );
-        this.cachedAccountIds = managedAccounts;
-      }
-    }
-    if (!managedAccounts.length) return [];
-    let summary: ReadonlyMap<string, ReadonlyMap<string, ReadonlyMap<string, { value: string }>>> | undefined;
-    try {
-      const result = await firstValueFrom(
-        this.api!.getAccountSummary(
-          "All",
-          "NetLiquidation,TotalCashValue,SettledCash,AvailableFunds,BuyingPower,ExcessLiquidity,InitMarginReq,MaintMarginReq,$LEDGER:ALL",
-        )
-          .pipe(take(1), timeout(10_000)),
-      );
-      summary = result.all;
-    } catch {
-      // Account summary may fail; return accounts with basic info only.
-    }
-
-    const updatedAt = Date.now();
-    const aggregateTags = summary?.get("All");
-    const allowAggregateCashBalances = managedAccounts.length === 1;
-    return managedAccounts.map((accountId) => summarizeBrokerAccount(
-      accountId,
-      summary?.get(accountId),
-      updatedAt,
-      aggregateTags,
-      allowAggregateCashBalances,
-    ));
-  }
-
-  private async loadAccountsAndUpdateSnapshot(): Promise<BrokerAccount[]> {
-    const accounts = await this.loadAccounts();
-    this.updateSnapshot({ ...this.snapshot, accounts });
-    return accounts;
-  }
-
-  private async loadPortfolioSnapshotsForAccounts(
-    accountIds: string[],
-  ): Promise<Map<string, AccountPortfolioSnapshotPosition>> {
-    const snapshots = new Map<string, AccountPortfolioSnapshotPosition>();
-    for (const accountId of accountIds) {
-      const positions = await this.loadPortfolioSnapshotForAccount(accountId);
-      for (const position of positions) {
-        snapshots.set(buildPortfolioPositionKey(accountId, position.contract), position);
-      }
-    }
-    return snapshots;
-  }
-
-  private async loadPortfolioSnapshotForAccount(accountId: string): Promise<AccountPortfolioSnapshotPosition[]> {
-    if (!this.api || !accountId) return [];
-
-    try {
-      const update = await firstValueFrom(
-        this.api.getAccountUpdates(accountId).pipe(
-          filter((value) => value.changed == null && value.added == null && value.removed == null),
-          take(1),
-          timeout(IBKR_DATA_TIMEOUT),
-        ),
-      );
-      return (update.all.portfolio?.get(accountId) ?? []) as AccountPortfolioSnapshotPosition[];
-    } catch (error: any) {
-      gatewayLog.warn("Failed to load IBKR portfolio snapshot", {
-        instanceId: this.instanceId,
-        accountId,
-        error: error?.message || String(error || ""),
-      });
-      return [];
-    }
-  }
-
-  private async loadOpenOrders(): Promise<BrokerOrder[]> {
-    const orders = await withTimeout(this.api!.getAllOpenOrders(), IBKR_DATA_TIMEOUT, "getAllOpenOrders");
-    const mapped = orders.map((order) => this.openOrderToBrokerOrder(order));
-    this.updateSnapshot({ ...this.snapshot, openOrders: mapped });
-    return mapped;
-  }
-
-  private async loadExecutions(): Promise<BrokerExecution[]> {
-    const executions = await withTimeout(this.api!.getExecutionDetails({}), IBKR_DATA_TIMEOUT, "getExecutionDetails");
-    const mapped = executions.map((detail) => ({
-      execId: detail.execution.execId || `${detail.execution.orderId ?? "exec"}-${detail.execution.time ?? Date.now()}`,
-      brokerInstanceId: this.instanceId,
-      orderId: detail.execution.orderId,
-      accountId: detail.execution.acctNumber,
-      side: detail.execution.side || "",
-      shares: detail.execution.shares ?? 0,
-      price: detail.execution.price ?? 0,
-      time: detail.execution.time ? Date.parse(detail.execution.time) : Date.now(),
-      exchange: detail.execution.exchange,
-      contract: this.contractToRef(detail.contract),
-    }));
-    this.updateSnapshot({ ...this.snapshot, executions: mapped });
-    return mapped;
-  }
-
-  private contractDescriptionToSearchResult(description: ContractDescription): InstrumentSearchResult | null {
-    const contract = description.contract;
-    if (!contract?.symbol) return null;
-    return {
-      providerId: "ibkr",
-      brokerInstanceId: this.instanceId,
-      symbol: contract.localSymbol || contract.symbol,
-      name: contract.description || contract.symbol,
-      exchange: contract.primaryExch || contract.exchange || "",
-      type: contract.secType || "",
-      currency: contract.currency,
-      primaryExchange: contract.primaryExch,
-      brokerContract: this.contractToRef(contract),
-    };
-  }
-
-  private contractToRef(contract: Contract): BrokerContractRef {
-    return {
-      brokerId: "ibkr",
-      brokerInstanceId: this.instanceId,
-      conId: contract.conId,
-      symbol: contract.symbol || "",
-      localSymbol: contract.localSymbol,
-      secType: contract.secType,
-      exchange: contract.exchange,
-      primaryExchange: contract.primaryExch,
-      currency: contract.currency,
-      lastTradeDateOrContractMonth: contract.lastTradeDateOrContractMonth,
-      right: contract.right === OptionType.Call ? "C" : contract.right === OptionType.Put ? "P" : undefined,
-      strike: contract.strike,
-      multiplier: contract.multiplier != null ? String(contract.multiplier) : undefined,
-      tradingClass: contract.tradingClass,
-    };
-  }
-
-  private refToContract(ref: BrokerContractRef): Contract {
-    return {
-      conId: ref.conId,
-      symbol: ref.symbol,
-      localSymbol: ref.localSymbol,
-      secType: (ref.secType as SecType | undefined) ?? SecType.STK,
-      exchange: "SMART",
-      primaryExch: ref.primaryExchange || ref.exchange || undefined,
-      currency: ref.currency || "USD",
-      lastTradeDateOrContractMonth: ref.lastTradeDateOrContractMonth,
-      right: ref.right === "C" ? OptionType.Call : ref.right === "P" ? OptionType.Put : undefined,
-      strike: ref.strike,
-      multiplier: ref.multiplier ? parseFloat(ref.multiplier) : undefined,
-      tradingClass: ref.tradingClass,
-    };
-  }
-
-  private async resolveContract(ticker: string, exchange: string, instrument: BrokerContractRef | null): Promise<Contract> {
-    if (instrument) {
-      if (instrument.conId) {
-        return this.refToContract(instrument);
-      }
-      return this.getPrimaryContractDetails(this.refToContract(instrument)).then((detail) => detail.contract);
-    }
-
-    const directMatches = await withTimeout(this.getDirectContractMatches(ticker), IBKR_DATA_TIMEOUT, "getDirectContractMatches");
-    const direct = directMatches.find((result) => {
-      const symbol = result.symbol.toUpperCase();
-      const upperTicker = ticker.toUpperCase();
-      return symbol === upperTicker || symbol === ticker;
-    });
-    if (direct?.brokerContract) {
-      return this.refToContract(direct.brokerContract);
-    }
-
-    const symbolResults = (await withTimeout(this.api!.getMatchingSymbols(ticker), IBKR_DATA_TIMEOUT, "getMatchingSymbols"))
-      .map((description) => this.contractDescriptionToSearchResult(description))
-      .filter((value): value is InstrumentSearchResult => value != null);
-    const matched = symbolResults.find((result) => {
-      const symbol = result.symbol.toUpperCase();
-      const upperTicker = ticker.toUpperCase();
-      return symbol === upperTicker || symbol === ticker;
-    });
-    if (matched?.brokerContract) {
-      return this.refToContract(matched.brokerContract);
-    }
-
-    const fallbackContract: Contract = {
-      symbol: ticker,
-      exchange: exchange || "SMART",
-      currency: "USD",
-      secType: SecType.STK,
-    };
-    const details = await this.getPrimaryContractDetails(fallbackContract);
-    return details.contract;
-  }
-
-  private async getPrimaryContractDetails(contract: Contract): Promise<ContractDetails> {
-    const details = await withTimeout(this.api!.getContractDetails(contract), IBKR_DATA_TIMEOUT, "getContractDetails");
-    if (!details.length) {
-      throw new Error(`Unable to resolve contract ${contract.symbol || contract.localSymbol || contract.conId}`);
-    }
-    return details[0]!;
-  }
-
-  private async getDirectContractMatches(query: string): Promise<InstrumentSearchResult[]> {
-    const trimmed = query.trim();
-    if (!trimmed) return [];
-
-    const candidates: Contract[] = [];
-    const optionLike = /^\S+\s+\d{6}[CP]\d{8}$/i.test(trimmed);
-
-    if (optionLike) {
-      candidates.push({
-        localSymbol: trimmed,
-        secType: SecType.OPT,
-        exchange: "SMART",
-      });
-    }
-
-    candidates.push({
-      localSymbol: trimmed,
-      exchange: "SMART",
-    });
-
-    const seen = new Set<string>();
-    const results: InstrumentSearchResult[] = [];
-
-    for (const candidate of candidates) {
-      try {
-        const details = await withTimeout(this.api!.getContractDetails(candidate), IBKR_DATA_TIMEOUT, "getDirectContractDetails");
-        for (const detail of details) {
-          const contract = detail.contract;
-          const result: InstrumentSearchResult = {
-            providerId: "ibkr",
-            brokerInstanceId: this.instanceId,
-            symbol: contract.localSymbol || contract.symbol || trimmed,
-            name: detail.longName || detail.marketName || contract.description || contract.symbol || trimmed,
-            exchange: contract.primaryExch || contract.exchange || "",
-            type: contract.secType || "",
-            currency: contract.currency,
-            primaryExchange: contract.primaryExch,
-            brokerContract: this.contractToRef(contract),
-          };
-          const key = `${result.symbol}|${result.exchange}|${result.type}`;
-          if (seen.has(key)) continue;
-          seen.add(key);
-          results.push(result);
-        }
-      } catch {
-        // Ignore exact-match lookup failures and fall back to symbol search.
-      }
-    }
-
-    return results;
-  }
-
-  private marketDataToQuote(contract: Contract, details: ContractDetails, marketData: ReadonlyMap<number, { value?: number; ingressTm: number }>): Quote {
-    const priceDivisor = getIbkrPriceDivisor(contract, details);
-    const mark = normalizeIbkrPriceValue(marketData.get(IBApiTickType.MARK_PRICE)?.value, priceDivisor);
-    const last = normalizeIbkrPriceValue(
-      marketData.get(IBApiTickType.LAST)?.value
-      ?? marketData.get(IBApiTickType.DELAYED_LAST)?.value
-      ?? marketData.get(IBApiTickType.MARK_PRICE)?.value
-      ?? marketData.get(IBApiTickType.CLOSE)?.value,
-      priceDivisor,
-    );
-    if (last == null || last <= 0) {
-      throw new Error(`No valid market data for ${contract.symbol || contract.localSymbol || contract.conId}`);
-    }
-    const close = normalizeIbkrPriceValue(
-      marketData.get(IBApiTickType.CLOSE)?.value
-        ?? marketData.get(IBApiTickType.DELAYED_CLOSE)?.value
-        ?? last,
-      priceDivisor,
-    ) ?? last;
-    const change = last - close;
-    const ingressTm = marketData.get(IBApiTickType.LAST)?.ingressTm
-      ?? marketData.get(IBApiTickType.DELAYED_LAST)?.ingressTm
-      ?? marketData.get(IBApiTickType.MARK_PRICE)?.ingressTm
-      ?? Date.now();
-
-    return {
-      symbol: contract.localSymbol || contract.symbol || "",
-      price: last,
-      currency: contract.currency || "USD",
-      change,
-      changePercent: close ? (change / close) * 100 : 0,
-      previousClose: close,
-      high52w: normalizeIbkrPriceValue(marketData.get(IBApiTickType.HIGH_52_WEEK)?.value, priceDivisor),
-      low52w: normalizeIbkrPriceValue(marketData.get(IBApiTickType.LOW_52_WEEK)?.value, priceDivisor),
-      volume: marketData.get(IBApiTickType.VOLUME)?.value ?? marketData.get(IBApiTickType.DELAYED_VOLUME)?.value,
-      name: details.longName || details.marketName || contract.symbol,
-      lastUpdated: ingressTm,
-      ...ibkrVenueFields(undefined, contract, details),
-      bid: normalizeIbkrPriceValue(
-        marketData.get(IBApiTickType.BID)?.value ?? marketData.get(IBApiTickType.DELAYED_BID)?.value,
-        priceDivisor,
-      ),
-      ask: normalizeIbkrPriceValue(
-        marketData.get(IBApiTickType.ASK)?.value ?? marketData.get(IBApiTickType.DELAYED_ASK)?.value,
-        priceDivisor,
-      ),
-      bidSize: marketData.get(IBApiTickType.BID_SIZE)?.value ?? marketData.get(IBApiTickType.DELAYED_BID_SIZE)?.value,
-      askSize: marketData.get(IBApiTickType.ASK_SIZE)?.value ?? marketData.get(IBApiTickType.DELAYED_ASK_SIZE)?.value,
-      open: normalizeIbkrPriceValue(
-        marketData.get(IBApiTickType.OPEN)?.value ?? marketData.get(IBApiTickType.DELAYED_OPEN)?.value,
-        priceDivisor,
-      ),
-      high: normalizeIbkrPriceValue(
-        marketData.get(IBApiTickType.HIGH)?.value ?? marketData.get(IBApiTickType.DELAYED_HIGH)?.value,
-        priceDivisor,
-      ),
-      low: normalizeIbkrPriceValue(
-        marketData.get(IBApiTickType.LOW)?.value ?? marketData.get(IBApiTickType.DELAYED_LOW)?.value,
-        priceDivisor,
-      ),
-      mark,
-    };
-  }
-
-  private openOrderToBrokerOrder(openOrder: {
-    orderId: number;
-    contract: Contract;
-    order: Order;
-    orderState: OrderState;
-    orderStatus?: {
-      status: string;
-      filled: number;
-      remaining: number;
-      avgFillPrice: number;
-    };
-  }): BrokerOrder {
-    return {
-      orderId: openOrder.orderId,
-      brokerInstanceId: this.instanceId,
-      accountId: openOrder.order.account,
-      status: openOrder.orderStatus?.status || openOrder.orderState.status || "Unknown",
-      action: (openOrder.order.action || "BUY") as BrokerOrder["action"],
-      orderType: openOrder.order.orderType || "",
-      quantity: openOrder.order.totalQuantity ?? 0,
-      filled: openOrder.orderStatus?.filled ?? 0,
-      remaining: openOrder.orderStatus?.remaining ?? openOrder.order.totalQuantity ?? 0,
-      avgFillPrice: openOrder.orderStatus?.avgFillPrice,
-      limitPrice: openOrder.order.lmtPrice,
-      stopPrice: openOrder.order.auxPrice,
-      tif: openOrder.order.tif,
-      warningText: openOrder.orderState.warningText,
-      updatedAt: Date.now(),
-      contract: this.contractToRef(openOrder.contract),
-    };
-  }
-
-  private buildOrder(request: BrokerOrderRequest, whatIf: boolean): Order {
-    return {
-      account: request.accountId,
-      action: request.action === "BUY" ? OrderAction.BUY : OrderAction.SELL,
-      totalQuantity: request.quantity,
-      orderType: request.orderType as OrderType,
-      lmtPrice: request.limitPrice,
-      auxPrice: request.stopPrice,
-      tif: (request.tif ?? TimeInForce.DAY) as typeof TimeInForce[keyof typeof TimeInForce],
-      outsideRth: request.outsideRth ?? false,
-      whatIf,
-      transmit: true,
-    };
-  }
-
-  private getRawApi(): any {
-    return (this.api as any)?.api ?? this.api;
-  }
-}
-
-export class IbkrGatewayServiceManager {
-  private services = new Map<string, IbkrGatewayService>();
-
-  getService(instanceId: string): IbkrGatewayService {
-    let service = this.services.get(instanceId);
-    if (!service) {
-      service = new IbkrGatewayService(instanceId);
-      this.services.set(instanceId, service);
-    }
-    return service;
-  }
-
-  getSnapshot(instanceId?: string): IbkrSnapshot {
-    if (!instanceId) return DEFAULT_SNAPSHOT;
-    return this.getService(instanceId).getSnapshot();
-  }
-
-  subscribe(instanceId: string | undefined, listener: () => void): () => void {
-    if (!instanceId) return () => {};
-    return this.getService(instanceId).subscribe(listener);
-  }
-
-  async removeInstance(instanceId: string): Promise<void> {
-    const service = this.services.get(instanceId);
-    if (!service) return;
-    await service.disconnect();
-    this.services.delete(instanceId);
-  }
-
-  async destroyAll(): Promise<void> {
-    const services = [...this.services.values()];
-    this.services.clear();
-    await Promise.allSettled(services.map((service) => service.disconnect()));
-  }
-}
-
-export const ibkrGatewayManager = new IbkrGatewayServiceManager();