Add changeMarginMode method to ExchangeAdapter and Standx classes

- Introduced `changeMarginMode` method in `ExchangeAdapter` interface to allow margin mode adjustments.
- Implemented the `changeMarginMode` method in `StandxExchangeAdapter` to interact with the gateway for changing margin modes.
- Added corresponding `changeMarginMode` method in `StandxGateway` to handle API requests for margin mode changes.
- Enhanced `MakerPointsEngine` to ensure isolated margin mode before order placement, with appropriate logging and defense mode activation if the change fails.
- Created tests for margin mode functionality to validate behavior under different scenarios.

tests/maker-points-defense-rest.test.ts

@@ -99,6 +99,8 @@ describe("MakerPointsEngine defense-mode REST polling", () => {
       standxRestUnhealthy: false,
       standxRestConsecutiveErrors: 0,
       standxRestLastError: null,
+      marginModeNotIsolated: false,
+      marginMode: "isolated",
       standxDepthAge: 6000,
       binanceAge: 0,
       standxAccountAge: 0,
@@ -149,6 +151,8 @@ describe("MakerPointsEngine defense-mode REST polling", () => {
       standxRestUnhealthy: false,
       standxRestConsecutiveErrors: 0,
       standxRestLastError: null,
+      marginModeNotIsolated: false,
+      marginMode: "isolated",
       standxDepthAge: 6000,
       binanceAge: 0,
       standxAccountAge: 0,
@@ -162,4 +166,3 @@ describe("MakerPointsEngine defense-mode REST polling", () => {
     engine.stop();
   });
 });
-

tests/maker-points-margin-mode.test.ts

@@ -0,0 +1,188 @@
+import { afterEach, describe, expect, it, vi } from "vitest";
+import type { ExchangeAdapter } from "../src/exchanges/adapter";
+import type { AsterAccountSnapshot, AsterDepth, AsterKline, AsterOrder, AsterTicker } from "../src/exchanges/types";
+import { MakerPointsEngine } from "../src/strategy/maker-points-engine";
+
+class StandxStubAdapter implements ExchangeAdapter {
+  id = "standx";
+  marginMode: "cross" | "isolated" = "cross";
+  changeCalls: Array<{ symbol: string; marginMode: "isolated" | "cross" }> = [];
+
+  supportsTrailingStops(): boolean {
+    return false;
+  }
+
+  watchAccount(_cb: (snapshot: AsterAccountSnapshot) => void): void {}
+  watchOrders(_cb: (orders: AsterOrder[]) => void): void {}
+  watchDepth(_symbol: string, _cb: (depth: AsterDepth) => void): void {}
+  watchTicker(_symbol: string, _cb: (ticker: AsterTicker) => void): void {}
+  watchKlines(_symbol: string, _interval: string, _cb: (klines: AsterKline[]) => void): void {}
+
+  async createOrder(): Promise<AsterOrder> {
+    throw new Error("not implemented");
+  }
+  async cancelOrder(): Promise<void> {}
+  async cancelOrders(): Promise<void> {}
+  async cancelAllOrders(): Promise<void> {}
+
+  async queryAccountSnapshot(): Promise<AsterAccountSnapshot | null> {
+    return {
+      canTrade: true,
+      canDeposit: true,
+      canWithdraw: true,
+      updateTime: Date.now(),
+      totalWalletBalance: "0",
+      totalUnrealizedProfit: "0",
+      marketType: "perp",
+      positions: [
+        {
+          symbol: "BTC-USD",
+          positionAmt: "0",
+          entryPrice: "0",
+          unrealizedProfit: "0",
+          positionSide: "BOTH",
+          updateTime: Date.now(),
+          marginType: this.marginMode,
+        },
+      ],
+      assets: [],
+    };
+  }
+
+  async changeMarginMode(params: { symbol: string; marginMode: "isolated" | "cross" }): Promise<void> {
+    this.changeCalls.push(params);
+    this.marginMode = params.marginMode;
+  }
+}
+
+afterEach(() => {
+  vi.useRealTimers();
+});
+
+describe("MakerPointsEngine StandX isolated margin guard", () => {
+  it("switches to isolated before placing orders", async () => {
+    vi.useFakeTimers();
+    const adapter = new StandxStubAdapter();
+
+    const engine = new MakerPointsEngine(
+      {
+        symbol: "BTC-USD",
+        perOrderAmount: 0.01,
+        closeThreshold: 0,
+        stopLossUsd: 1,
+        refreshIntervalMs: 500,
+        maxLogEntries: 10,
+        maxCloseSlippagePct: 0.05,
+        priceTick: 0.1,
+        qtyStep: 0.001,
+        enableBand0To10: true,
+        enableBand10To30: false,
+        enableBand30To100: false,
+        band0To10Amount: 0.01,
+        band10To30Amount: 0.01,
+        band30To100Amount: 0.01,
+        minRepriceBps: 3,
+        enableBinanceDepthCancel: false,
+        filterMinDepth: 0,
+      },
+      adapter
+    );
+
+    // Seed engine state to pass readiness checks without WS.
+    (engine as any).feedStatus = { account: true, depth: true, ticker: true, orders: true, binance: true };
+    (engine as any).initialOrderSnapshotReady = true;
+    (engine as any).accountSnapshot = await adapter.queryAccountSnapshot();
+    (engine as any).depthSnapshot = {
+      lastUpdateId: 1,
+      bids: [["100", "1"]],
+      asks: [["101", "1"]],
+      eventTime: Date.now(),
+      symbol: "BTC-USD",
+    } as AsterDepth;
+    (engine as any).tickerSnapshot = {
+      symbol: "BTC-USD",
+      lastPrice: "100",
+      openPrice: "0",
+      highPrice: "0",
+      lowPrice: "0",
+      volume: "0",
+      quoteVolume: "0",
+      eventTime: Date.now(),
+    } as AsterTicker;
+
+    const syncSpy = vi.fn().mockResolvedValue(undefined);
+    (engine as any).syncOrders = syncSpy;
+
+    // First tick should force margin mode to isolated and then proceed to sync orders.
+    await (engine as any).tick();
+
+    expect(adapter.changeCalls).toEqual([{ symbol: "BTC-USD", marginMode: "isolated" }]);
+    expect(syncSpy).toHaveBeenCalledTimes(1);
+
+    engine.stop();
+  });
+
+  it("enters defense mode if it cannot switch to isolated", async () => {
+    vi.useFakeTimers();
+    const adapter = new StandxStubAdapter();
+    adapter.changeMarginMode = vi.fn(async () => {
+      throw new Error("change failed");
+    }) as any;
+
+    const engine = new MakerPointsEngine(
+      {
+        symbol: "BTC-USD",
+        perOrderAmount: 0.01,
+        closeThreshold: 0,
+        stopLossUsd: 1,
+        refreshIntervalMs: 500,
+        maxLogEntries: 10,
+        maxCloseSlippagePct: 0.05,
+        priceTick: 0.1,
+        qtyStep: 0.001,
+        enableBand0To10: true,
+        enableBand10To30: false,
+        enableBand30To100: false,
+        band0To10Amount: 0.01,
+        band10To30Amount: 0.01,
+        band30To100Amount: 0.01,
+        minRepriceBps: 3,
+        enableBinanceDepthCancel: false,
+        filterMinDepth: 0,
+      },
+      adapter
+    );
+
+    (engine as any).feedStatus = { account: true, depth: true, ticker: true, orders: true, binance: true };
+    (engine as any).initialOrderSnapshotReady = true;
+    (engine as any).accountSnapshot = await adapter.queryAccountSnapshot();
+    (engine as any).depthSnapshot = {
+      lastUpdateId: 1,
+      bids: [["100", "1"]],
+      asks: [["101", "1"]],
+      eventTime: Date.now(),
+      symbol: "BTC-USD",
+    } as AsterDepth;
+    (engine as any).tickerSnapshot = {
+      symbol: "BTC-USD",
+      lastPrice: "100",
+      openPrice: "0",
+      highPrice: "0",
+      lowPrice: "0",
+      volume: "0",
+      quoteVolume: "0",
+      eventTime: Date.now(),
+    } as AsterTicker;
+
+    const syncSpy = vi.fn().mockResolvedValue(undefined);
+    (engine as any).syncOrders = syncSpy;
+
+    await (engine as any).tick();
+
+    expect(syncSpy).not.toHaveBeenCalled();
+    expect((engine as any).defenseMode).toBe(true);
+
+    engine.stop();
+  });
+});
+