# Needs IB Gateway or TWS running and logged in, with
# "Enable ActiveX and Socket Clients" on and the port matching config.toml.
# Daily flow, 09:31-15:45 ET on a trading day: `make bars` (picks up today's
# open), `make plan` to review, `make submit` to send MOC orders filled at the close.
# With delayed data (market_data_type = 3) today's bar appears ~15 min after the
# open, so start after 09:47 ET.
RUN = uv run ibkr-quant

.PHONY: test universe check bars plan submit fills backtest install-units

test:
	uv run pytest -q

universe:
	$(RUN) universe

check:
	$(RUN) check

bars:
	$(RUN) bars

plan:
	$(RUN) rebalance

submit:
	$(RUN) rebalance --submit

fills:
	$(RUN) fills

# e.g. make backtest ARGS="--top-n 5 10 20 --every 1 5 --capital 10000"
backtest:
	$(RUN) backtest $(ARGS)

# On the server: install the systemd user units from deploy/systemd. The timers
# start now; the Gateway is only enabled for boot, so start it by hand
# (systemctl --user start ibgateway) once ~/ibc/config.ini has the credentials.
install-units:
	mkdir -p ~/.config/systemd/user
	cp deploy/systemd/* ~/.config/systemd/user/
	systemctl --user daemon-reload
	systemctl --user enable ibgateway.service
	systemctl --user enable --now ibkr-quant-trade.timer ibkr-quant-fills.timer ibkr-quant-universe.timer
