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trading-bot/docs/manual-test/README.md
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# Manual Test Instructions
## IBKR Daily Fetcher Skeleton
This test checks the first hard-coded IBKR data fetcher without writing any data files.
The fetcher currently requests:
- gateway: `127.0.0.1:4002`;
- client id: `101`;
- ticker: `SPY`;
- date range: `2026-06-01` to `2026-06-05`;
- bar size: `1 day`;
- data type: `TRADES`;
- regular trading hours only;
- output: printed CSV-like rows.
## Prerequisites
1. Start IBKR Gateway.
2. Log in to the paper trading account.
3. Confirm API access is enabled in IBKR Gateway.
4. Confirm the API socket port is `4002`.
5. Confirm no other API client is already using client id `101`.
6. Sync Python dependencies:
```sh
mise exec -- uv sync
```
## Run The Test
From the repository root, run:
```sh
mise exec -- uv run python src/trading_bot/data/fetch_ibkr_daily.py
```
## Expected Output
The tool should first print the hard-coded request range and connection target:
```text
Fetching SPY daily candles from 2026-06-01 to 2026-06-05
Connecting to IBKR Gateway at 127.0.0.1:4002 with client id 101
```
If the request succeeds, it should then print a header and one row per returned trading day:
```text
date,ticker,open,high,low,close,volume
2026-06-01,SPY,...
```
Exact prices and volume depend on what IBKR returns.
## Common Issues
- Connection refused: IBKR Gateway is not running, the port is not `4002`, or API access is disabled.
- Client id already in use: change `IBKR_CLIENT_ID` in the fetcher or disconnect the other client.
- No historical bars: confirm the account has market data permissions and that IBKR accepts the requested historical data range.
- Pacing or permission errors: note the IBKR error message before changing the request.
This skeleton does not write Parquet files yet.