bbgo_origin/pkg/strategy/xalign/strategy.go

507 lines
14 KiB
Go

package xalign
import (
"context"
"errors"
"fmt"
"strings"
"sync"
"time"
"github.com/sirupsen/logrus"
"golang.org/x/time/rate"
"github.com/c9s/bbgo/pkg/bbgo"
"github.com/c9s/bbgo/pkg/core"
"github.com/c9s/bbgo/pkg/fixedpoint"
"github.com/c9s/bbgo/pkg/priceresolver"
"github.com/c9s/bbgo/pkg/types"
)
const ID = "xalign"
var log = logrus.WithField("strategy", ID)
var activeTransferNotificationLimiter = rate.NewLimiter(rate.Every(5*time.Minute), 1)
func init() {
bbgo.RegisterStrategy(ID, &Strategy{})
}
type TimeBalance struct {
types.Balance
Time time.Time
}
type QuoteCurrencyPreference struct {
Buy []string `json:"buy"`
Sell []string `json:"sell"`
}
type Strategy struct {
*bbgo.Environment
Interval types.Interval `json:"interval"`
PreferredSessions []string `json:"sessions"`
PreferredQuoteCurrencies *QuoteCurrencyPreference `json:"quoteCurrencies"`
ExpectedBalances map[string]fixedpoint.Value `json:"expectedBalances"`
UseTakerOrder bool `json:"useTakerOrder"`
DryRun bool `json:"dryRun"`
BalanceToleranceRange fixedpoint.Value `json:"balanceToleranceRange"`
Duration types.Duration `json:"for"`
MaxAmounts map[string]fixedpoint.Value `json:"maxAmounts"`
SlackNotify bool `json:"slackNotify"`
SlackNotifyMentions []string `json:"slackNotifyMentions"`
SlackNotifyThresholdAmount fixedpoint.Value `json:"slackNotifyThresholdAmount,omitempty"`
faultBalanceRecords map[string][]TimeBalance
priceResolver *priceresolver.SimplePriceResolver
sessions map[string]*bbgo.ExchangeSession
orderBooks map[string]*bbgo.ActiveOrderBook
orderStore *core.OrderStore
}
func (s *Strategy) ID() string {
return ID
}
func (s *Strategy) InstanceID() string {
var cs []string
for cur := range s.ExpectedBalances {
cs = append(cs, cur)
}
return ID + strings.Join(s.PreferredSessions, "-") + strings.Join(cs, "-")
}
func (s *Strategy) Subscribe(session *bbgo.ExchangeSession) {
// session.Subscribe(types.KLineChannel, s.Symbol, types.SubscribeOptions{Interval: s.Interval})
}
func (s *Strategy) CrossSubscribe(sessions map[string]*bbgo.ExchangeSession) {
}
func (s *Strategy) Defaults() error {
s.BalanceToleranceRange = fixedpoint.NewFromFloat(0.01)
return nil
}
func (s *Strategy) Validate() error {
if s.PreferredQuoteCurrencies == nil {
return errors.New("quoteCurrencies is not defined")
}
return nil
}
func (s *Strategy) aggregateBalances(
ctx context.Context, sessions map[string]*bbgo.ExchangeSession,
) (totalBalances types.BalanceMap, sessionBalances map[string]types.BalanceMap) {
totalBalances = make(types.BalanceMap)
sessionBalances = make(map[string]types.BalanceMap)
// iterate the sessions and record them
for sessionName, session := range sessions {
// update the account balances and the margin information
if _, err := session.UpdateAccount(ctx); err != nil {
log.WithError(err).Errorf("can not update account")
return
}
account := session.GetAccount()
balances := account.Balances()
sessionBalances[sessionName] = balances
totalBalances = totalBalances.Add(balances)
}
return totalBalances, sessionBalances
}
func (s *Strategy) detectActiveWithdraw(
ctx context.Context,
sessions map[string]*bbgo.ExchangeSession,
) (*types.Withdraw, error) {
var err2 error
until := time.Now()
since := until.Add(-time.Hour * 24)
for _, session := range sessions {
transferService, ok := session.Exchange.(types.ExchangeTransferHistoryService)
if !ok {
continue
}
withdraws, err := transferService.QueryWithdrawHistory(ctx, "", since, until)
if err != nil {
log.WithError(err).Errorf("unable to query withdraw history")
err2 = err
continue
}
for _, withdraw := range withdraws {
log.Infof("checking withdraw status: %s", withdraw.String())
switch withdraw.Status {
case types.WithdrawStatusSent, types.WithdrawStatusProcessing, types.WithdrawStatusAwaitingApproval:
return &withdraw, nil
}
}
}
return nil, err2
}
func (s *Strategy) selectSessionForCurrency(
ctx context.Context, sessions map[string]*bbgo.ExchangeSession, currency string, changeQuantity fixedpoint.Value,
) (*bbgo.ExchangeSession, *types.SubmitOrder) {
for _, sessionName := range s.PreferredSessions {
session := sessions[sessionName]
var taker = s.UseTakerOrder
var side types.SideType
var quoteCurrencies []string
if changeQuantity.Sign() > 0 {
quoteCurrencies = s.PreferredQuoteCurrencies.Buy
side = types.SideTypeBuy
} else {
quoteCurrencies = s.PreferredQuoteCurrencies.Sell
side = types.SideTypeSell
}
for _, fromQuoteCurrency := range quoteCurrencies {
// skip the same currency, because there is no such USDT/USDT market
if currency == fromQuoteCurrency {
continue
}
// check both fromQuoteCurrency/currency and currency/fromQuoteCurrency
reversed := false
baseCurrency := currency
quoteCurrency := fromQuoteCurrency
symbol := currency + quoteCurrency
market, ok := session.Market(symbol)
if !ok {
// for TWD in USDT/TWD market, buy TWD means sell USDT
baseCurrency = fromQuoteCurrency
quoteCurrency = currency
symbol = baseCurrency + currency
market, ok = session.Market(symbol)
if !ok {
continue
}
// reverse side
side = side.Reverse()
reversed = true
}
ticker, err := session.Exchange.QueryTicker(ctx, symbol)
if err != nil {
log.WithError(err).Errorf("unable to query ticker on %s", symbol)
continue
}
spread := ticker.Sell.Sub(ticker.Buy)
// changeQuantity > 0 = buy
// changeQuantity < 0 = sell
q := changeQuantity.Abs()
// a fast filtering
if reversed {
if q.Compare(market.MinNotional) < 0 {
log.Debugf("skip dust notional: %f", q.Float64())
continue
}
} else {
if q.Compare(market.MinQuantity) < 0 {
log.Debugf("skip dust quantity: %f", q.Float64())
continue
}
}
log.Infof("%s changeQuantity: %f ticker: %+v market: %+v", symbol, changeQuantity.Float64(), ticker, market)
switch side {
case types.SideTypeBuy:
var price fixedpoint.Value
if taker {
price = ticker.Sell
} else if spread.Compare(market.TickSize) > 0 {
price = ticker.Sell.Sub(market.TickSize)
} else {
price = ticker.Buy
}
quoteBalance, ok := session.Account.Balance(quoteCurrency)
if !ok {
continue
}
requiredQuoteAmount := fixedpoint.Zero
if reversed {
requiredQuoteAmount = q
} else {
requiredQuoteAmount = q.Mul(price)
}
requiredQuoteAmount = requiredQuoteAmount.Round(market.PricePrecision, fixedpoint.Up)
if requiredQuoteAmount.Compare(quoteBalance.Available) > 0 {
log.Warnf("required quote amount %f > quote balance %v, skip", requiredQuoteAmount.Float64(), quoteBalance)
continue
}
// for currency = TWD in market USDT/TWD
// since the side is reversed, the quote currency is also "TWD" here.
//
// for currency = BTC in market BTC/USDT and the side is buy
// we want to check if the quote currency USDT used up another expected balance.
if quoteCurrency != currency {
if expectedQuoteBalance, ok := s.ExpectedBalances[quoteCurrency]; ok {
rest := quoteBalance.Total().Sub(requiredQuoteAmount)
if rest.Compare(expectedQuoteBalance) < 0 {
log.Warnf("required quote amount %f will use up the expected balance %f, skip", requiredQuoteAmount.Float64(), expectedQuoteBalance.Float64())
continue
}
}
}
maxAmount, ok := s.MaxAmounts[market.QuoteCurrency]
if ok && requiredQuoteAmount.Compare(maxAmount) > 0 {
log.Infof("adjusted required quote ammount %f %s by max amount %f %s", requiredQuoteAmount.Float64(), market.QuoteCurrency, maxAmount.Float64(), market.QuoteCurrency)
requiredQuoteAmount = maxAmount
}
if quantity, ok := market.GreaterThanMinimalOrderQuantity(side, price, requiredQuoteAmount); ok {
return session, &types.SubmitOrder{
Symbol: symbol,
Side: side,
Type: types.OrderTypeLimit,
Quantity: quantity,
Price: price,
Market: market,
TimeInForce: types.TimeInForceGTC,
}
} else {
log.Warnf("The amount %f is not greater than the minimal order quantity for %s", requiredQuoteAmount.Float64(), market.Symbol)
}
case types.SideTypeSell:
var price fixedpoint.Value
if taker {
price = ticker.Buy
} else if spread.Compare(market.TickSize) > 0 {
price = ticker.Buy.Add(market.TickSize)
} else {
price = ticker.Sell
}
if reversed {
q = q.Div(price)
}
baseBalance, ok := session.Account.Balance(baseCurrency)
if !ok {
continue
}
if q.Compare(baseBalance.Available) > 0 {
log.Warnf("required base amount %f < available base balance %v, skip", q.Float64(), baseBalance)
continue
}
maxAmount, ok := s.MaxAmounts[market.QuoteCurrency]
if ok {
q = bbgo.AdjustQuantityByMaxAmount(q, price, maxAmount)
log.Infof("adjusted quantity %f %s by max amount %f %s", q.Float64(), market.BaseCurrency, maxAmount.Float64(), market.QuoteCurrency)
}
if quantity, ok := market.GreaterThanMinimalOrderQuantity(side, price, q); ok {
return session, &types.SubmitOrder{
Symbol: symbol,
Side: side,
Type: types.OrderTypeLimit,
Quantity: quantity,
Price: price,
Market: market,
TimeInForce: types.TimeInForceGTC,
}
} else {
log.Warnf("The amount %f is not greater than the minimal order quantity for %s", q.Float64(), market.Symbol)
}
}
}
}
return nil, nil
}
func (s *Strategy) CrossRun(ctx context.Context, _ bbgo.OrderExecutionRouter, sessions map[string]*bbgo.ExchangeSession) error {
instanceID := s.InstanceID()
_ = instanceID
s.faultBalanceRecords = make(map[string][]TimeBalance)
s.sessions = make(map[string]*bbgo.ExchangeSession)
s.orderBooks = make(map[string]*bbgo.ActiveOrderBook)
s.orderStore = core.NewOrderStore("")
markets := types.MarketMap{}
for _, sessionName := range s.PreferredSessions {
session, ok := sessions[sessionName]
if !ok {
return fmt.Errorf("incorrect preferred session name: %s is not defined", sessionName)
}
s.orderStore.BindStream(session.UserDataStream)
orderBook := bbgo.NewActiveOrderBook("")
orderBook.BindStream(session.UserDataStream)
s.orderBooks[sessionName] = orderBook
s.sessions[sessionName] = session
// session.Market(symbol)
}
s.priceResolver = priceresolver.NewSimplePriceResolver(markets)
bbgo.OnShutdown(ctx, func(ctx context.Context, wg *sync.WaitGroup) {
defer wg.Done()
for n, session := range s.sessions {
if ob, ok := s.orderBooks[n]; ok {
_ = ob.GracefulCancel(ctx, session.Exchange)
}
}
})
go func() {
s.align(ctx, s.sessions)
ticker := time.NewTicker(s.Interval.Duration())
defer ticker.Stop()
for {
select {
case <-ctx.Done():
return
case <-ticker.C:
s.align(ctx, s.sessions)
}
}
}()
return nil
}
func (s *Strategy) recordBalance(totalBalances types.BalanceMap) {
now := time.Now()
for currency, expectedBalance := range s.ExpectedBalances {
q := s.calculateRefillQuantity(totalBalances, currency, expectedBalance)
rf := q.Div(expectedBalance).Abs().Float64()
tr := s.BalanceToleranceRange.Float64()
if rf > tr {
balance := totalBalances[currency]
s.faultBalanceRecords[currency] = append(s.faultBalanceRecords[currency], TimeBalance{
Time: now,
Balance: balance,
})
} else {
// reset counter
s.faultBalanceRecords[currency] = nil
}
}
}
func (s *Strategy) align(ctx context.Context, sessions map[string]*bbgo.ExchangeSession) {
for sessionName, session := range sessions {
ob, ok := s.orderBooks[sessionName]
if !ok {
log.Errorf("orderbook on session %s not found", sessionName)
return
}
if ok {
if err := ob.GracefulCancel(ctx, session.Exchange); err != nil {
log.WithError(err).Errorf("unable to cancel order")
}
}
}
pendingWithdraw, err := s.detectActiveWithdraw(ctx, sessions)
if err != nil {
log.WithError(err).Errorf("unable to check active transfers")
} else if pendingWithdraw != nil {
log.Warnf("found active transfer, skip balance align check")
if activeTransferNotificationLimiter.Allow() {
bbgo.Notify("Found active withdraw, skip balance align", pendingWithdraw)
}
return
}
totalBalances, sessionBalances := s.aggregateBalances(ctx, sessions)
_ = sessionBalances
s.recordBalance(totalBalances)
for currency, expectedBalance := range s.ExpectedBalances {
q := s.calculateRefillQuantity(totalBalances, currency, expectedBalance)
if s.Duration > 0 {
log.Infof("checking fault balance records...")
if faultBalance, ok := s.faultBalanceRecords[currency]; ok && len(faultBalance) > 0 {
if time.Since(faultBalance[0].Time) < s.Duration.Duration() {
log.Infof("%s fault record since: %s < persistence period %s", currency, faultBalance[0].Time, s.Duration.Duration())
continue
}
}
}
selectedSession, submitOrder := s.selectSessionForCurrency(ctx, sessions, currency, q)
if selectedSession != nil && submitOrder != nil {
log.Infof("placing order on %s: %+v", selectedSession.Name, submitOrder)
bbgo.Notify("Aligning position on exchange session %s, delta: %f", selectedSession.Name, q.Float64(), submitOrder)
if s.DryRun {
return
}
createdOrder, err := selectedSession.Exchange.SubmitOrder(ctx, *submitOrder)
if err != nil {
log.WithError(err).Errorf("can not place order")
return
}
if createdOrder != nil {
if ob, ok := s.orderBooks[selectedSession.Name]; ok {
ob.Add(*createdOrder)
} else {
log.Errorf("orderbook %s not found", selectedSession.Name)
}
s.orderBooks[selectedSession.Name].Add(*createdOrder)
}
}
}
}
func (s *Strategy) calculateRefillQuantity(
totalBalances types.BalanceMap, currency string, expectedBalance fixedpoint.Value,
) fixedpoint.Value {
if b, ok := totalBalances[currency]; ok {
netBalance := b.Net()
return expectedBalance.Sub(netBalance)
}
return expectedBalance
}