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Groups

Each group owns a cached market_watch_template_symbols template. When an account is created, the server copies the current template into that account's personal MarketWatch as a one-time snapshot. Later group-template changes do not overwrite personal lists. Deleted platform symbols are removed from group templates and account MarketWatch lists automatically.

GroupsHandler provides TCP manager methods for managing trading groups.

Available methods: - GetGroups - AddGroup - UpdateGroup - DeleteGroup - MngGetGroupMarketWatchTemplate - MngReplaceGroupMarketWatchTemplate

Access: - SESSION_ADMIN - SESSION_MANAGER - SESSION_CRM_ADMIN - SESSION_CRM_MANAGER

Manager permissions and scope are resolved from the cached staff manager record. The token is used only as the source of manager id and session type.

Access policy: - GetGroups requires BackOffice access and one of see_accounts, see_trades, or market_watch. Returned rows are limited by manager groups and brand. - AddGroup, UpdateGroup, and DeleteGroup require set_accounts. The current and target group must match manager groups and brand scope.

Client REST methods for groups are not implemented by the current server.

Margin-state recovery

Group configuration includes margin-state recovery hysteresis:

  • margin_call_recovery_buffer — buffer required to recover from Margin Call; default 5.0.
  • margin_stopout_recovery_buffer — buffer required to recover from Stop Out; default 5.0.
  • margin_recovery_hold_ms — continuous recovery hold period; default 3000 ms.

Escalation to a more severe margin state is immediate. Recovery is committed only after the relevant threshold plus buffer remains satisfied for the configured hold period and a full account margin recalculation confirms it.