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Add Schwab precheck and probe windows#53

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codex/schwab-precheck-probe-silent
May 15, 2026
Merged

Add Schwab precheck and probe windows#53
Pigbibi merged 1 commit into
mainfrom
codex/schwab-precheck-probe-silent

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@Pigbibi Pigbibi commented May 15, 2026

Add /precheck and /probe entrypoints, silence successful precheck/probe notifications, and keep the execution path unchanged for the close-window run.

Tests:

  • PYTHONPATH=/home/ubuntu/Projects/QuantPlatformKit/src:/home/ubuntu/Projects/UsEquityStrategies/src python3 -m pytest tests/test_decision_mapper.py tests/test_request_handling.py -q

@Pigbibi Pigbibi force-pushed the codex/schwab-precheck-probe-silent branch from 51bf677 to b1da234 Compare May 15, 2026 15:12
@Pigbibi Pigbibi force-pushed the codex/schwab-precheck-probe-silent branch from b1da234 to 520fa38 Compare May 15, 2026 15:14
@Pigbibi Pigbibi merged commit bddf105 into main May 15, 2026
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@Pigbibi Pigbibi deleted the codex/schwab-precheck-probe-silent branch May 15, 2026 15:15
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Reviewed commit: 51bf67728b

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Comment on lines +227 to +230
sweep_quantity = cash_sweep_sale_quantity_to_fund_buy(
int(quantities[cash_sweep_symbol]),
funding_buy_candidates,
)
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P1 Badge Recompute sweep funding after earlier sell orders

This fallback sweep-sale path can over-sell cash_sweep_symbol when other symbols were already sold earlier in the same cycle. cash_sweep_sale_quantity_to_fund_buy uses base_buying_power from the pre-sell portfolio, so proceeds from those prior sells are not considered before computing sweep_quantity; in mixed rebalance scenarios this can trigger an unnecessary extra sweep SELL and create avoidable churn/fees. The funding calculation should run after sell proceeds are reflected (or after post-sell refresh) before placing this additional sweep order.

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