account: segregate holdings by credentials for future multi-key management (#956)

* exchanges/account: shift credentials to account package and segregate funds to keys * merge: fixes * linter: fix * Update exchanges/account/account.go Co-authored-by: Scott <gloriousCode@users.noreply.github.com> * glorious: nits + protection for string panic * glorious_suggestion: add method for matching keys * linter: fix tests * account: add protected method for credentials minimizing access, display full account details to rpc. * linter: spelling kweeeeeeen * accounts/portfolio: clean/check portfolio code and quickly check balances from change. Add protected method for future matching. * accounts: theres no point in pointerising everything * linter: ok pointerise this then... * exchanges: fix regression add in little notes. * glorious: nits * Update exchanges/account/credentials.go Co-authored-by: Scott <gloriousCode@users.noreply.github.com> * Update exchanges/account/credentials_test.go Co-authored-by: Scott <gloriousCode@users.noreply.github.com> * Update exchanges/account/credentials_test.go Co-authored-by: Scott <gloriousCode@users.noreply.github.com> * glorious: nits * gloriously: fix glorious glorious test gloriously Co-authored-by: Ryan O'Hara-Reid <ryan.oharareid@thrasher.io> Co-authored-by: Scott <gloriousCode@users.noreply.github.com>
2026-05-13 23:16:45 +00:00 · 2022-07-21 15:05:31 +10:00
parent 455738f25f
commit 663e753f52
48 changed files with 1010 additions and 549 deletions
--- a/engine/portfolio_manager.go
+++ b/engine/portfolio_manager.go
@@ -57,10 +57,7 @@ func setupPortfolioManager(e *ExchangeManager, portfolioManagerDelay time.Durati

 // IsRunning safely checks whether the subsystem is running
 func (m *portfolioManager) IsRunning() bool {
-	if m == nil {
-		return false
-	}
-	return atomic.LoadInt32(&m.started) == 1
+	return m != nil && atomic.LoadInt32(&m.started) == 1
 }

 // Start runs the subsystem
@@ -160,11 +157,10 @@ func (m *portfolioManager) seedExchangeAccountInfo(accounts []account.Holdings)
 		return
 	}
 	for x := range accounts {
-		exchangeName := accounts[x].Exchange
 		var currencies []account.Balance
 		for y := range accounts[x].Accounts {
+		next:
 			for z := range accounts[x].Accounts[y].Currencies {
-				var update bool
 				for i := range currencies {
 					if !accounts[x].Accounts[y].Currencies[z].CurrencyName.Equal(currencies[i].CurrencyName) {
 						continue
@@ -174,10 +170,7 @@ func (m *portfolioManager) seedExchangeAccountInfo(accounts []account.Holdings)
 					currencies[i].AvailableWithoutBorrow += accounts[x].Accounts[y].Currencies[z].AvailableWithoutBorrow
 					currencies[i].Free += accounts[x].Accounts[y].Currencies[z].Free
 					currencies[i].Borrowed += accounts[x].Accounts[y].Currencies[z].Borrowed
-					update = true
-				}
-				if update {
-					continue
+					continue next
 				}
 				currencies = append(currencies, account.Balance{
 					CurrencyName:           accounts[x].Accounts[y].Currencies[z].CurrencyName,
@@ -190,51 +183,50 @@ func (m *portfolioManager) seedExchangeAccountInfo(accounts []account.Holdings)
 			}
 		}

-		for x := range currencies {
-			currencyName := currencies[x].CurrencyName
-			total := currencies[x].Total
-
-			if !m.base.ExchangeAddressExists(exchangeName, currencyName) {
-				if total <= 0 {
+		for j := range currencies {
+			if !m.base.ExchangeAddressExists(accounts[x].Exchange, currencies[j].CurrencyName) {
+				if currencies[j].Total <= 0 {
 					continue
 				}

 				log.Debugf(log.PortfolioMgr, "Portfolio: Adding new exchange address: %s, %s, %f, %s\n",
-					exchangeName,
-					currencyName,
-					total,
+					accounts[x].Exchange,
+					currencies[j].CurrencyName,
+					currencies[j].Total,
 					portfolio.ExchangeAddress)

-				m.base.Addresses = append(
-					m.base.Addresses,
-					portfolio.Address{Address: exchangeName,
-						CoinType:    currencyName,
-						Balance:     total,
-						Description: portfolio.ExchangeAddress})
-			} else {
-				if total <= 0 {
-					log.Debugf(log.PortfolioMgr, "Portfolio: Removing %s %s entry.\n",
-						exchangeName,
-						currencyName)
-					m.base.RemoveExchangeAddress(exchangeName, currencyName)
-				} else {
-					balance, ok := m.base.GetAddressBalance(exchangeName,
-						portfolio.ExchangeAddress,
-						currencyName)
-					if !ok {
-						continue
-					}
+				m.base.Addresses = append(m.base.Addresses, portfolio.Address{
+					Address:     accounts[x].Exchange,
+					CoinType:    currencies[j].CurrencyName,
+					Balance:     currencies[j].Total,
+					Description: portfolio.ExchangeAddress,
+				})
+				continue
+			}

-					if balance != total {
-						log.Debugf(log.PortfolioMgr, "Portfolio: Updating %s %s entry with balance %f.\n",
-							exchangeName,
-							currencyName,
-							total)
-						m.base.UpdateExchangeAddressBalance(exchangeName,
-							currencyName,
-							total)
-					}
-				}
+			if currencies[j].Total <= 0 {
+				log.Debugf(log.PortfolioMgr, "Portfolio: Removing %s %s entry.\n",
+					accounts[x].Exchange,
+					currencies[j].CurrencyName)
+				m.base.RemoveExchangeAddress(accounts[x].Exchange, currencies[j].CurrencyName)
+				continue
+			}
+
+			balance, ok := m.base.GetAddressBalance(accounts[x].Exchange,
+				portfolio.ExchangeAddress,
+				currencies[j].CurrencyName)
+			if !ok {
+				continue
+			}
+
+			if balance != currencies[j].Total {
+				log.Debugf(log.PortfolioMgr, "Portfolio: Updating %s %s entry with balance %f.\n",
+					accounts[x].Exchange,
+					currencies[j].CurrencyName,
+					currencies[j].Total)
+				m.base.UpdateExchangeAddressBalance(accounts[x].Exchange,
+					currencies[j].CurrencyName,
+					currencies[j].Total)
 			}
 		}
 	}
--- a/engine/rpcserver.go
+++ b/engine/rpcserver.go
@@ -112,7 +112,7 @@ func (s *RPCServer) authenticateClient(ctx context.Context) (context.Context, er
 		password != s.Config.RemoteControl.Password {
 		return ctx, fmt.Errorf("username/password mismatch")
 	}
-	ctx, err = exchange.ParseCredentialsMetadata(ctx, md)
+	ctx, err = account.ParseCredentialsMetadata(ctx, md)
 	if err != nil {
 		return ctx, err
 	}
@@ -618,7 +618,7 @@ func createAccountInfoRequest(h account.Holdings) (*gctrpc.GetAccountInfoRespons
 	accounts := make([]*gctrpc.Account, len(h.Accounts))
 	for x := range h.Accounts {
 		var a gctrpc.Account
-		a.Id = h.Accounts[x].ID
+		a.Id = h.Accounts[x].Credentials.String()
 		for _, y := range h.Accounts[x].Currencies {
 			if y.Total == 0 &&
 				y.Hold == 0 &&
--- a/engine/rpcserver_test.go
+++ b/engine/rpcserver_test.go
@@ -2198,10 +2198,12 @@ func TestGetFuturesPositions(t *testing.T) {
 		t.Fatalf("received '%v', expected '%v'", err, exchange.ErrCredentialsAreEmpty)
 	}

-	ctx := exchange.DeployCredentialsToContext(context.Background(), &exchange.Credentials{
-		Key:    "wow",
-		Secret: "super wow",
-	})
+	ctx := account.DeployCredentialsToContext(context.Background(),
+		&account.Credentials{
+			Key:    "wow",
+			Secret: "super wow",
+		},
+	)

 	_, err = s.GetFuturesPositions(ctx, &gctrpc.GetFuturesPositionsRequest{
 		Exchange: fakeExchangeName,
@@ -2312,7 +2314,8 @@ func TestGetCollateral(t *testing.T) {
 		t.Fatalf("received '%v', expected '%v'", err, exchange.ErrCredentialsAreEmpty)
 	}

-	ctx := exchange.DeployCredentialsToContext(context.Background(), &exchange.Credentials{Key: "fakerino", Secret: "supafake"})
+	ctx := account.DeployCredentialsToContext(context.Background(),
+		&account.Credentials{Key: "fakerino", Secret: "supafake"})

 	_, err = s.GetCollateral(ctx, &gctrpc.GetCollateralRequest{
 		Exchange: fakeExchangeName,
@@ -2322,7 +2325,8 @@ func TestGetCollateral(t *testing.T) {
 		t.Fatalf("received '%v', expected '%v'", err, errNoAccountInformation)
 	}

-	ctx = exchange.DeployCredentialsToContext(context.Background(), &exchange.Credentials{Key: "fakerino", Secret: "supafake", SubAccount: "1337"})
+	ctx = account.DeployCredentialsToContext(context.Background(),
+		&account.Credentials{Key: "fakerino", Secret: "supafake", SubAccount: "1337"})

 	r, err := s.GetCollateral(ctx, &gctrpc.GetCollateralRequest{
 		Exchange:         fakeExchangeName,