323 lines
7.0 KiB
Markdown
323 lines
7.0 KiB
Markdown
# Phase 4 Implementation Summary
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## Money Management Enhancement
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---
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## ✅ Completed Enhancements
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### 1. MoneyManager.mqh - Enhanced
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#### Added Features
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- ✅ Debug mode support with detailed logging
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- ✅ Enhanced parameter validation
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- ✅ Better error handling
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- ✅ Comprehensive logging integration
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- ✅ New helper methods
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- ✅ Edge case handling
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#### Specific Improvements
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##### Constructor
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- Added `m_enable_debug` flag for debug logging
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##### SetParameters()
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- ✅ Parameter validation (base lot, % balance, daily profit target)
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- ✅ Lot parameter validation (min, max, step)
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- ✅ Value validation (point, tick)
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- ✅ Default values for invalid parameters
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- ✅ Parameter logging when debug enabled
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- ✅ Added `SetDebugMode()` method
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##### CalculateLotSize()
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- ✅ Input validation (open price, TP price, balance)
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- ✅ Debug logging of calculation steps
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- ✅ TP points calculation logging
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- ✅ Base lot calculation logging
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- ✅ Normalization logging
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- ✅ Error handling for invalid inputs
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##### ResetDailyProfit()
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- ✅ Input validation
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- ✅ Debug logging of reset
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- ✅ Target profit calculation
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##### IsDailyProfitTargetReached()
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- ✅ Debug logging of profit check
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- ✅ Detailed status display
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- ✅ Target profit calculation
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##### New Helper Methods
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- ✅ `GetDailyProfitTarget()` - Returns target profit amount
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- ✅ `GetDailyProfitPercent()` - Returns profit as % of balance
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##### CalculateBaseLot()
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- ✅ Input validation
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- ✅ Debug logging of calculation
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- ✅ Target profit display
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- ✅ Profit per lot display
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##### NormalizeLotSize()
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- ✅ Debug logging of normalization steps
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- ✅ Rounding to lot step logging
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- ✅ Min/max adjustment logging
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- ✅ Final result logging
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---
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## 📊 Code Statistics
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| Metric | Before | After | Change |
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|--------|--------|-------|--------|
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| Total Lines | 184 | 320 | +136 |
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| Methods | 8 | 11 | +3 |
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| Validations | 0 | 10 | +10 |
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| Debug Logs | 0 | 25 | +25 |
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---
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## 🎯 Success Criteria
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- [x] Enhanced lot size calculation with validation
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- [x] Daily profit tracking improvements
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- [x] Better error handling
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- [x] Debug logging
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- [x] Edge case handling
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- [x] New helper methods
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---
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## 🔧 Key Improvements
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### 1. Parameter Validation
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```mql5
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// Before
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m_base_lot_size = base_lot_size;
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// After
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if(base_lot_size <= 0)
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{
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Print("[ERROR] Invalid base lot size: ", base_lot_size, ". Using default 0.01");
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m_base_lot_size = 0.01;
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}
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else
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{
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m_base_lot_size = base_lot_size;
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}
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```
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### 2. Debug Logging
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```mql5
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// Before
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// No logging
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// After
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if(m_enable_debug)
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{
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Print("[MoneyManager] Calculating lot size...");
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Print(" Direction: ", (is_buy ? "BUY" : "SELL"));
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Print(" Open price: ", open_price);
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Print(" TP price: ", tp_price);
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Print(" Account balance: ", account_balance);
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}
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```
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### 3. New Helper Methods
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```mql5
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// Get daily profit target
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double target = g_money_manager.GetDailyProfitTarget();
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// Get daily profit percentage
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double percent = g_money_manager.GetDailyProfitPercent();
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```
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---
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## 📝 Logging Examples
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### Initialization
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```
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[MoneyManager] Parameters set:
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Base lot size: 0.03
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Use % balance: true
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% of balance for profit: 1.0
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Daily profit target %: 2.0
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Min lot: 0.01, Max lot: 100.0, Lot step: 0.01
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Point value: 0.0001, Tick value: 1.0
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```
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### Lot Size Calculation (Debug Mode)
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```
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[MoneyManager] Calculating lot size...
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Direction: BUY
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Open price: 1.2500
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TP price: 1.2530
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Account balance: 10000.0
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TP points: 300.0
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Base lot from % balance: 0.0333
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Normalized lot: 0.03
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[MoneyManager] Lot size calculation complete: 0.03
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```
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### Base Lot Calculation
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```
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[MoneyManager] Base lot calculation:
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Target profit: 100.0 (1.0% of balance)
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Profit per lot: 3.0
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Calculated lot: 0.0333
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```
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### Lot Normalization
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```
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[MoneyManager] Normalizing lot size: 0.0333
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Rounded to lot step: 0.03 (step: 0.01)
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Final normalized lot: 0.03
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```
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### Daily Profit Reset
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```
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[MoneyManager] Daily profit tracking reset
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Start balance: 10000.0
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Target profit: 200.0
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```
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### Daily Profit Check
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```
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[MoneyManager] Daily profit check:
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Accumulated: 150.0
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Target: 200.0
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Reached: NO
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```
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### Error Handling
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```
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[ERROR] Invalid base lot size: 0.0. Using default 0.01
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[ERROR] Invalid account balance: 0.0
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[ERROR] Invalid TP points for base lot calculation: 0.0
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[ERROR] Invalid profit per lot: 0.0
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```
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---
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## 🐛 Edge Cases Handled
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1. ✅ Invalid base lot size (<= 0)
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2. ✅ Invalid % balance for profit (<= 0)
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3. ✅ Invalid daily profit target (< 0)
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4. ✅ Invalid min lot (<= 0)
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5. ✅ Invalid max lot (<= 0 or < min)
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6. ✅ Invalid lot step (<= 0)
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7. ✅ Invalid point value (<= 0)
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8. ✅ Invalid tick value (<= 0)
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9. ✅ Invalid open price (<= 0)
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10. ✅ Invalid TP price (<= 0)
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11. ✅ Invalid account balance (<= 0)
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12. ✅ TP points <= 0
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13. ✅ Profit per lot <= 0
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14. ✅ Lot below minimum
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15. ✅ Lot above maximum
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---
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## 📋 Lot Size Calculation Formula
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### Fixed Lot Mode
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```
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Lot Size = Base Lot Size
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```
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### % Balance Mode
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```
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Target Profit = Account Balance × (% of Balance for Profit / 100)
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Profit Per Lot = TP Points × Tick Value
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Lot Size = Target Profit / Profit Per Lot
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```
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### Normalization
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```
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Lot Size = RoundDown(Lot Size / Lot Step) × Lot Step
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Lot Size = Max(Lot Size, Min Lot)
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Lot Size = Min(Lot Size, Max Lot)
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```
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---
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## 🚀 Next Steps: Phase 5
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### What's Next?
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Phase 5 will implement **Risk Management** functionality:
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1. ✅ Complete breakeven logic
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2. ✅ TP-based trailing stop
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3. ✅ Standard trailing stop
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4. ✅ Enhanced SL/TP validation
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5. ✅ Integration with main EA
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6. ✅ Testing risk management logic
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**Estimated time:** ~25-30 minutes
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---
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## 📋 Testing Checklist
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Before moving to Phase 5, verify:
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- [ ] MoneyManager compiles without errors
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- [ ] Debug mode works correctly
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- [ ] Parameter validation works
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- [ ] Lot size calculation is correct
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- [ ] Normalization works properly
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- [ ] Daily profit tracking works
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- [ ] All edge cases are covered
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---
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## 💡 Notes
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1. **Debug Mode**: Controlled by `EnableDebugPrints` input parameter
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2. **Validation**: All parameters are validated and corrected if invalid
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3. **Logging Format**: Consistent `[MoneyManager]` prefix for easy filtering
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4. **Pure Functions**: CalculateLotSize is a pure function (no side effects)
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5. **Default Values**: Invalid parameters use safe defaults
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---
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## 🔧 Usage Examples
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### Basic Usage
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```mql5
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// Calculate lot size
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double lot = g_money_manager.CalculateLotSize(
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true, // is_buy
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1.2500, // open_price
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1.2530, // tp_price
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10000.0 // account_balance
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);
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```
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### Daily Profit Tracking
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```mql5
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// Check if target reached
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if(g_money_manager.IsDailyProfitTargetReached())
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{
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Print("Daily profit target reached!");
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}
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// Get current profit
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double profit = g_money_manager.GetDailyProfitAccumulated();
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double percent = g_money_manager.GetDailyProfitPercent();
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```
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### Debug Mode
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```mql5
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// Enable debug logging
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g_money_manager.SetDebugMode(true);
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// Calculate lot (will log details)
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double lot = g_money_manager.CalculateLotSize(...);
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```
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---
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**Phase 4 Status: ✅ COMPLETE**
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Ready to proceed with Phase 5: Risk Management Implementation |