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feat: execute reviewed derivative spreads - #54

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felipecsl merged 2 commits into
mainfrom
agent/vertical-execution-49
Jul 29, 2026
Merged

feat: execute reviewed derivative spreads#54
felipecsl merged 2 commits into
mainfrom
agent/vertical-execution-49

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Context

Issue #49 completes the epic by allowing only an exact, previously reviewed preview to become one guarded atomic vertical, then verifying warning and order lifecycle state through terminal outcomes.

What changed

  • persists short-lived previews and guarded execution expectations with owner-only files, account digests, and masked DTOs—never full account IDs
  • adds spread submit, explicit warning acknowledgment, and order show|watch|cancel
  • revalidates account/session/environment, preview expiry, contract identity, ratios, quantity, limit, TIF, and session before submission
  • generates unique client order IDs and verifies returned legs/economics after placement
  • stops on unknown warnings and requires exact explicit confirmation for known reply IDs
  • exposes partial/full/rejected/canceled/warning-pending lifecycle state and verifies cancellation reaches CANCELED
  • requires live opt-in plus an exact account allowlist; paper remains the safe default
  • adds all seven guarded derivative MCP tools over the same research, preview, and execution services
  • retains the existing Schwab single-leg MCP behavior
  • consumes @huskly/ibkr-client@^0.11.0

Validation

  • yarn run check
  • yarn build
  • 12 test files passed
  • built MCP server starts and exits cleanly over stdio

Closes #49

@felipecsl
felipecsl merged commit 9f707c4 into main Jul 29, 2026
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@felipecsl
felipecsl deleted the agent/vertical-execution-49 branch July 29, 2026 20:15
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Add confirmed atomic vertical execution, warnings, and order lifecycle

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