From dd76193d8affe9e1596962969ad32e9d0857f66e Mon Sep 17 00:00:00 2001
From: Bryce Bjork <brycedbjork@gmail.com>
Date: Sun, 22 Feb 2026 23:19:09 -0500
Subject: [PATCH] Add paper: boolean to fund config

The fund repo's config.json now includes an optional paper field that indicates whether the fund uses paper trading (automatically set from the gateway mode during setup). When gateway mode is paper, paper: true is included in the config; when live, the field is omitted.

Co-Authored-By: Bryce Bjork <brycedbjork@gmail.com>
---
 FUND.md                     |  2 ++
 install/steps/onboarding.sh | 11 ++++++++++-
 2 files changed, 12 insertions(+), 1 deletion(-)

diff --git a/FUND.md b/FUND.md
index 0cf9369..0f7eb9f 100644
--- a/FUND.md
+++ b/FUND.md
@@ -33,6 +33,7 @@ Example:
   "currency": "USD",
   "initialCapital": 100000.0,
   "benchmarks": [],
+  "paper": false,
   "cashInterestPolicy": {
     "enabled": true,
     "source": "inferred_from_broker_cash_balance"
@@ -47,6 +48,7 @@ Fields:
 - `currency: "USD"`
 - `initialCapital: number`
 - `benchmarks: string[]`
+- `paper: boolean` (optional; `true` when the fund uses a paper trading account)
 - `cashInterestPolicy.enabled: boolean`
 - `cashInterestPolicy.source: string`
 
diff --git a/install/steps/onboarding.sh b/install/steps/onboarding.sh
index b644605..a16f8f1 100644
--- a/install/steps/onboarding.sh
+++ b/install/steps/onboarding.sh
@@ -451,12 +451,14 @@ initialize_fund_repo_files() {
   local fund_slug="$3"
   local inception_timestamp="$4"
   local initial_capital="$5"
+  local gateway_mode="${6:-}"
 
   BROKER_FUND_DIR="${fund_dir}" \
   BROKER_FUND_NAME="${fund_name}" \
   BROKER_FUND_SLUG="${fund_slug}" \
   BROKER_FUND_INCEPTION="${inception_timestamp}" \
   BROKER_FUND_INITIAL_CAPITAL="${initial_capital}" \
+  BROKER_FUND_GATEWAY_MODE="${gateway_mode}" \
   python3 - <<'PY'
 import json
 import os
@@ -467,6 +469,7 @@ fund_name = os.environ["BROKER_FUND_NAME"]
 fund_slug = os.environ["BROKER_FUND_SLUG"]
 inception = os.environ["BROKER_FUND_INCEPTION"]
 initial_capital = float(os.environ["BROKER_FUND_INITIAL_CAPITAL"])
+gateway_mode = os.environ.get("BROKER_FUND_GATEWAY_MODE", "").strip().lower()
 
 fund_dir.mkdir(parents=True, exist_ok=True)
 (fund_dir / "decisions").mkdir(parents=True, exist_ok=True)
@@ -484,6 +487,9 @@ config = {
     },
 }
 
+if gateway_mode == "paper":
+    config["paper"] = True
+
 (fund_dir / "config.json").write_text(json.dumps(config, indent=2) + "\n", encoding="utf-8")
 (fund_dir / "fills.json").write_text("[]\n", encoding="utf-8")
 (fund_dir / "cash_events.json").write_text("[]\n", encoding="utf-8")
@@ -596,7 +602,10 @@ configure_fund_repository() {
   local inception_timestamp=""
   inception_timestamp="$(date -u +"%Y-%m-%dT%H:%M:%SZ")"
 
-  initialize_fund_repo_files "${fund_dir}" "${fund_name}" "${fund_slug}" "${inception_timestamp}" "${initial_capital}"
+  local gateway_mode=""
+  gateway_mode="$(read_broker_config_value "ibkrGatewayMode" | tr '[:upper:]' '[:lower:]' || true)"
+
+  initialize_fund_repo_files "${fund_dir}" "${fund_name}" "${fund_slug}" "${inception_timestamp}" "${initial_capital}" "${gateway_mode}"
   initialize_fund_repo_git "${fund_dir}" "${origin_git}"
 
   tty_printf "%b✔%b %s\n" "${GREEN}" "${RESET}" "Initialized fund repository at ${fund_dir}"