feat(core): add shared DTOs, MqttTopics constants, DatabaseBootstrapper, and ManagedMqttClient extensions

FinlyticCore/Database/DatabaseBootstrapper.cs

@@ -0,0 +1,79 @@
+using System;
+using System.Threading;
+using System.Threading.Tasks;
+using Microsoft.EntityFrameworkCore;
+using Microsoft.Extensions.Logging;
+using Npgsql;
+
+namespace FinlyticCore.Database;
+
+/// <summary>
+/// Utility for auto-bootstrapping PostgreSQL databases in a multi-service architecture.
+/// Ensures the target catalog database exists prior to EF Core connection and migration execution.
+/// </summary>
+public static class DatabaseBootstrapper
+{
+    /// <summary>
+    /// Checks if the target PostgreSQL database exists. If not, connects to the default administrative
+    /// database ('postgres') and executes CREATE DATABASE so that EF Core migrations can succeed.
+    /// </summary>
+    public static async Task EnsureDatabaseCreatedAsync(
+        string connectionString, 
+        ILogger? logger = null, 
+        CancellationToken cancellationToken = default)
+    {
+        if (string.IsNullOrWhiteSpace(connectionString)) return;
+
+        try
+        {
+            var builder = new NpgsqlConnectionStringBuilder(connectionString);
+            string targetDb = builder.Database ?? string.Empty;
+
+            if (string.IsNullOrWhiteSpace(targetDb) || string.Equals(targetDb, "postgres", StringComparison.OrdinalIgnoreCase))
+            {
+                return;
+            }
+
+            // Temporarily connect to the default 'postgres' database to query pg_database
+            builder.Database = "postgres";
+            string adminConnStr = builder.ConnectionString;
+
+            await using var conn = new NpgsqlConnection(adminConnStr);
+            await conn.OpenAsync(cancellationToken);
+
+            await using var checkCmd = new NpgsqlCommand(
+                "SELECT 1 FROM pg_database WHERE datname = @dbname;", conn);
+            checkCmd.Parameters.AddWithValue("dbname", targetDb);
+            var exists = await checkCmd.ExecuteScalarAsync(cancellationToken);
+
+            if (exists == null || exists == DBNull.Value)
+            {
+                logger?.LogInformation("[DatabaseBootstrapper] Database '{TargetDb}' does not exist on PostgreSQL host. Creating it automatically...", targetDb);
+                
+                // CREATE DATABASE cannot be executed as a parameterized identifier
+                await using var createCmd = new NpgsqlCommand(
+                    $"CREATE DATABASE \"{targetDb.Replace("\"", "\"\"")}\";", conn);
+                await createCmd.ExecuteNonQueryAsync(cancellationToken);
+                
+                logger?.LogInformation("[DatabaseBootstrapper] Successfully created database '{TargetDb}'.", targetDb);
+            }
+        }
+        catch (Exception ex)
+        {
+            logger?.LogWarning(ex, "[DatabaseBootstrapper] Auto-creation check failed or skipped for connection. Continuing with migration.");
+        }
+    }
+
+    /// <summary>
+    /// Combines catalog database auto-creation and EF Core Migration execution in a single call.
+    /// </summary>
+    public static async Task MigrateWithBootstrapAsync<TContext>(
+        this TContext context, 
+        string connectionString, 
+        ILogger? logger = null, 
+        CancellationToken cancellationToken = default) where TContext : DbContext
+    {
+        await EnsureDatabaseCreatedAsync(connectionString, logger, cancellationToken);
+        await context.Database.MigrateAsync(cancellationToken);
+    }
+}

FinlyticCore/Dtos/Bot/BotDtos.cs

@@ -0,0 +1,110 @@
+using System;
+using System.Collections.Generic;
+using System.Text.Json.Serialization;
+using FinlyticCore.Dtos.TechnicalAnalysis;
+using FinlyticCore.Dtos.Trading;
+
+namespace FinlyticCore.Dtos.Bot;
+
+[JsonConverter(typeof(JsonStringEnumConverter<BotExecutionVenue>))]
+public enum BotExecutionVenue
+{
+    AlpacaPaperTrading,   // Offizielle Alpaca API (US-Equities / ETFs)
+    SyntheticPaperBroker  // Interner Engine-Broker (EU / Knock-Outs)
+}
+
+[JsonConverter(typeof(JsonStringEnumConverter<BotPositionStatus>))]
+public enum BotPositionStatus
+{
+    Pending,
+    Active,
+    BreakEvenTriggered,
+    Tp1Hit,
+    Tp2Hit,
+    Closed,
+    StoppedOut,
+    KnockedOut,
+    Canceled
+}
+
+public record BotTradeOrderDto(
+    Guid OrderId,
+    Guid ProposalId,
+    string Isin,
+    string Symbol,
+    BotExecutionVenue Venue,
+    string? AlpacaOrderId,
+    string? ClientOrderId,
+    SignalDirection Direction,
+    decimal RequestedQuantity,
+    decimal FilledQuantity,
+    decimal EntryPrice,
+    decimal AverageBuyIn,
+    decimal InitialStopLoss,
+    decimal CurrentStopLoss,
+    decimal TakeProfit1,
+    decimal TakeProfit2,
+    decimal CurrentPrice,
+    decimal UnrealizedPnlEur,
+    decimal RealizedPnlEur,
+    BotPositionStatus Status,
+    ExitPlan ExitPlan,
+    DateTime CreatedAtUtc,
+    DateTime? FilledAtUtc,
+    DateTime? ClosedAtUtc
+);
+
+public record AccountSummaryDto(
+    decimal Equity,
+    decimal Cash,
+    decimal BuyingPower,
+    string Currency,
+    string Status
+);
+
+public record BotStatusDto(
+    bool IsRunning,
+    bool AutoExecutionEnabled,
+    int ActivePositionsCount,
+    int MaxPositions,
+    decimal RiskPerTradePercent,
+    int MinCompositeScore,
+    string VenuesActive
+);
+
+public record ExecuteProposalRequest(
+    Guid ProposalId,
+    BotExecutionVenue? PreferredVenue = null,
+    decimal? CustomQuantity = null
+);
+
+public record BotPortfolioSnapshotDto(
+    Guid Id,
+    DateTime SnapshotDateUtc,
+    decimal TotalEquityEur,
+    decimal CashEur,
+    int OpenPositionsCount,
+    decimal DailyRealizedPnlEur,
+    decimal TotalUnrealizedPnlEur,
+    decimal? WinRatePercent
+);
+
+public record UpdateBotSettingsRequest(
+    bool? AutoExecutionEnabled,
+    int? MaxPositions,
+    decimal? RiskPerTradePercent,
+    int? MinCompositeScore
+);
+
+/// <summary>
+/// Result of an emergency "panic close" of every open paper-trading position (see
+/// <see cref="FinlyticCore.Util.MqttTopics.Channels.BotPanicClose"/>). <see cref="SkippedCount"/> is
+/// non-zero whenever an Alpaca position could not be liquidated (Alpaca not configured or the broker call
+/// failed) — callers MUST surface that count to the user instead of only reporting <see cref="ClosedCount"/>
+/// as if the whole operation succeeded (Rules.md §4: no fabricated full success on a partial result).
+/// </summary>
+public record PanicCloseResultDto(
+    int ClosedCount,
+    int SkippedCount,
+    List<BotTradeOrderDto> ClosedOrders
+);

FinlyticCore/Dtos/Fundamentals/AssetFundamentalsDto.cs

@@ -39,4 +39,28 @@ public record AssetFundamentalsDto
     /// </summary>
     [JsonPropertyName("lastUpdatedAt")]
     public DateTime LastUpdatedAt { get; init; } = DateTime.UtcNow;
+
+    /// <summary>
+    /// Berechnete Tage bis zum nächsten Quartalszahlen-Termin (Earnings Lockout Check).
+    /// </summary>
+    [JsonPropertyName("daysToNextEarnings")]
+    public int? DaysToNextEarnings => Events?
+        .Where(e => (e.Type.Equals("Earnings", StringComparison.OrdinalIgnoreCase) || e.EventType.Equals("Earnings", StringComparison.OrdinalIgnoreCase)) && e.Date >= DateTime.UtcNow.Date)
+        .OrderBy(e => e.Date)
+        .Select(e => (int?)(e.Date.Date - DateTime.UtcNow.Date).TotalDays)
+        .FirstOrDefault();
+
+    /// <summary>
+    /// Berechnete Tage bis zum nächsten Ex-Dividenden-Tag (Dividend Gate Check). Nur Events mit dem
+    /// kanonischen Type "Dividend" zählen - dieser wird ausschließlich aus Trade Republics strukturierten
+    /// Dividend-Feldern (ExpectedDividend/Dividends, echtes ExDate) befüllt, nicht aus dem generischen
+    /// Events/PastEvents-Feed, dessen freie Type/Title-Strings nicht zuverlässig auf "Dividende" gemappt werden
+    /// können (Rules.md §4: kein Raten anhand unsicherer Freitext-Strings).
+    /// </summary>
+    [JsonPropertyName("daysToNextExDividend")]
+    public int? DaysToNextExDividend => Events?
+        .Where(e => e.Type.Equals("Dividend", StringComparison.OrdinalIgnoreCase) && e.Date >= DateTime.UtcNow.Date)
+        .OrderBy(e => e.Date)
+        .Select(e => (int?)(e.Date.Date - DateTime.UtcNow.Date).TotalDays)
+        .FirstOrDefault();
 }

FinlyticCore/Dtos/MqttRequestDtos.cs

@@ -60,6 +60,20 @@ public record ArticleRequest(
     [property: JsonPropertyName("id")] string? Id = null
 );
 
+/// <summary>
+/// Request payload for fetching sentiment by ISIN.
+/// </summary>
+public record GetSentimentByIsinRequest(
+    [property: JsonPropertyName("isin")] string Isin
+);
+
+/// <summary>
+/// Request payload for fetching sentiment by Sector.
+/// </summary>
+public record GetSectorSentimentRequest(
+    [property: JsonPropertyName("sector")] string Sector
+);
+
 /// <summary>
 /// Request payload for triggering a manual sentiment analysis for an article or ISIN.
 /// </summary>
@@ -84,36 +98,6 @@ public record GetEventsByMonthRequest(
     [property: JsonPropertyName("month")] int Month
 );
 
-/// <summary>
-/// Request payload for triggering a manual AI analysis.
-/// </summary>
-public record ManualAnalysisRpcRequest(
-    [property: JsonPropertyName("isin")] string Isin,
-    [property: JsonPropertyName("symbol")] string Symbol,
-    [property: JsonPropertyName("sector")] string Sector,
-    [property: JsonPropertyName("headline")]
-    string Headline,
-    [property: JsonPropertyName("currentPrice")]
-    decimal CurrentPrice,
-    [property: JsonPropertyName("riskScore")]
-    int RiskScore,
-    [property: JsonPropertyName("minTimeframeValue")]
-    int MinTimeframeValue,
-    [property: JsonPropertyName("maxTimeframeValue")]
-    int MaxTimeframeValue,
-    [property: JsonPropertyName("timeframeUnit")]
-    string TimeframeUnit,
-    [property: JsonPropertyName("instrumentType")]
-    string InstrumentType,
-    [property: JsonPropertyName("userNotes")]
-    string UserNotes,
-    [property: JsonPropertyName("taData")] FinlyticCore.Dtos.TechnicalAnalysis.TechnicalAnalysisDto? TaData,
-    [property: JsonPropertyName("fundamentalsData")]
-    FinlyticCore.Dtos.Fundamentals.AssetFundamentalsDto? FundamentalsData,
-    [property: JsonPropertyName("sentimentData")]
-    FinlyticCore.Dtos.Sentiment.IsinSentimentSummaryDto? SentimentData
-);
-
 /// <summary>
 /// Response payload returned by microservice health pings over MQTT.
 /// </summary>
@@ -137,22 +121,176 @@ public record FetchLogoResponse(
     bool Success
 );
 
-/// <summary>
-/// Payload published to MQTT when the Admin Panel updates a microservice's configuration.
-/// Replaces the anonymous type to be compatible with AOT/source-gen JSON serialization.
-/// </summary>
-public record ServiceConfigUpdatePayload(
-    [property: JsonPropertyName("serviceName")]
-    string ServiceName,
-    [property: JsonPropertyName("timestamp")]
-    DateTime Timestamp,
-    [property: JsonPropertyName("settings")]
-    Dictionary<string, string> Settings
-);
-
 /// <summary>
 /// Payload published to MQTT when a live market tick is received.
 /// </summary>
 public record TickMessageDto(
     [property: JsonPropertyName("price")] decimal Price
+);
+
+/// <summary>
+/// Request payload for fetching trade proposals from FinlyticEngine.
+/// </summary>
+public record GetTradeProposalsRequest(
+    [property: JsonPropertyName("onlyActive")] bool OnlyActive = true,
+    [property: JsonPropertyName("limit")] int Limit = 50
+);
+
+/// <summary>
+/// Request payload for fetching active trades from FinlyticEngine. <see cref="UserId"/> is mandatory
+/// (not defaulted/optional) so FinlyticEngine always filters trades to their owner server-side; a caller
+/// can never accidentally list every user's trades by omitting it (see Rules.md multi-tenancy requirement).
+/// </summary>
+public record GetActiveTradesRequest(
+    [property: JsonPropertyName("userId")] Guid UserId,
+    [property: JsonPropertyName("mode")] FinlyticCore.Dtos.Trading.ExecutionMode? Mode = null
+);
+
+/// <summary>
+/// Request payload for triggering an on-demand evaluation in FinlyticEngine. <see cref="UserId"/> identifies
+/// the human caller for the resulting <c>EngineEvaluationSnapshotEntity.TriggeredByUserId</c> audit trail
+/// (this RPC channel is only ever reached from the manual Web UI flows - the autonomous
+/// <c>OpportunityPollerBackgroundService</c> calls <c>ITradeLifecycleService.EvaluateAssetAsync</c> directly
+/// in-process and never goes through this channel at all). Exactly like <see cref="AddTradeFillRequest.UserId"/>
+/// and its siblings, any value supplied by an untrusted client is discarded and overwritten server-side
+/// (FinlyticBackend) with the identity from the JWT before the request is forwarded over MQTT; the default of
+/// <see cref="Guid.Empty"/> here only exists so <see cref="Ticker"/>/<see cref="ForceAiEvaluation"/> can keep
+/// their own defaults (C# requires optional parameters to trail).
+/// </summary>
+public record EvaluateAssetRequest(
+    [property: JsonPropertyName("isin")] string Isin,
+    [property: JsonPropertyName("userId")] Guid UserId = default,
+    [property: JsonPropertyName("ticker")] string? Ticker = null,
+    [property: JsonPropertyName("forceAiEvaluation")] bool ForceAiEvaluation = false
+);
+
+/// <summary>
+/// Request payload for adding an executed fill to an active trade. <see cref="UserId"/> is mandatory so
+/// FinlyticEngine can verify the caller owns <see cref="TradeId"/> before mutating it; a value supplied by an
+/// untrusted client must always be overwritten server-side (FinlyticBackend) with the identity from the JWT.
+/// </summary>
+public record AddTradeFillRequest(
+    [property: JsonPropertyName("userId")] Guid UserId,
+    [property: JsonPropertyName("tradeId")] Guid TradeId,
+    [property: JsonPropertyName("executedPrice")] decimal ExecutedPrice,
+    [property: JsonPropertyName("quantity")] decimal Quantity,
+    [property: JsonPropertyName("fee")] decimal Fee = 0m,
+    [property: JsonPropertyName("note")] string? Note = null
+);
+
+/// <summary>
+/// Request payload for manually or algorithmically adjusting a trade's stop loss. <see cref="UserId"/> is
+/// mandatory so FinlyticEngine can verify the caller owns <see cref="TradeId"/> before mutating it; a value
+/// supplied by an untrusted client must always be overwritten server-side (FinlyticBackend) with the identity
+/// from the JWT.
+/// </summary>
+public record UpdateTradeStopLossRequest(
+    [property: JsonPropertyName("userId")] Guid UserId,
+    [property: JsonPropertyName("tradeId")] Guid TradeId,
+    [property: JsonPropertyName("newStopLoss")] decimal NewStopLoss,
+    [property: JsonPropertyName("reason")] string Reason
+);
+
+/// <summary>
+/// Request payload for closing an active trade. <see cref="UserId"/> is mandatory so FinlyticEngine can verify
+/// the caller owns <see cref="TradeId"/> before closing it; a value supplied by an untrusted client must always
+/// be overwritten server-side (FinlyticBackend) with the identity from the JWT.
+/// </summary>
+public record CloseEngineTradeRequest(
+    [property: JsonPropertyName("userId")] Guid UserId,
+    [property: JsonPropertyName("tradeId")] Guid TradeId,
+    [property: JsonPropertyName("closePrice")] decimal ClosePrice,
+    [property: JsonPropertyName("reason")] string Reason
+);
+
+/// <summary>
+/// Request payload for accepting an open trade proposal on behalf of a single user. A proposal is a
+/// system-wide opportunity, so accepting it does NOT consume or deactivate it — it creates one independent
+/// trade owned by <see cref="UserId"/>, and other users may still accept the same proposal. Proposals
+/// disappear on their own once <c>ExpiresAtUtc</c> passes; there is deliberately no "reject" round trip,
+/// because declining a proposal has no server-side effect.
+/// <see cref="UserId"/> must always be overwritten server-side (FinlyticBackend) with the identity from
+/// the JWT and never trusted from the client.
+/// </summary>
+public record AcceptTradeProposalRequest(
+    [property: JsonPropertyName("userId")] Guid UserId,
+    [property: JsonPropertyName("proposalId")] Guid ProposalId,
+    [property: JsonPropertyName("executedPrice")] decimal? ExecutedPrice = null,
+    [property: JsonPropertyName("quantity")] decimal? Quantity = null
+);
+
+/// <summary>
+/// Request payload for manually opening a trade in FinlyticEngine with no backing proposal (e.g. a user
+/// enters a position in the Web UI that FinlyticEngine never evaluated or scored). <see cref="UserId"/> is
+/// mandatory and must always be overwritten server-side (FinlyticBackend) with the identity from the JWT,
+/// exactly like every other engine trade-mutation request.
+/// There is deliberately no <c>ProposalId</c> field: <c>EngineTradeEntity.ProposalId</c> stays a
+/// non-nullable <see cref="Guid"/> everywhere else in the codebase (grouping trades that share one accepted
+/// proposal), so FinlyticEngine substitutes <see cref="Guid.Empty"/> for a manually created trade instead of
+/// widening that column to nullable for the sake of this single caller.
+/// </summary>
+public record CreateManualTradeRequest(
+    [property: JsonPropertyName("userId")] Guid UserId,
+    [property: JsonPropertyName("underlyingIsin")] string UnderlyingIsin,
+    [property: JsonPropertyName("symbol")] string Symbol,
+    [property: JsonPropertyName("direction")] FinlyticCore.Dtos.TechnicalAnalysis.SignalDirection Direction,
+    [property: JsonPropertyName("entryPrice")] decimal EntryPrice,
+    [property: JsonPropertyName("quantity")] decimal Quantity,
+    [property: JsonPropertyName("initialStopLoss")] decimal InitialStopLoss,
+    [property: JsonPropertyName("takeProfit1")] decimal TakeProfit1,
+    [property: JsonPropertyName("takeProfit2")] decimal? TakeProfit2 = null,
+    [property: JsonPropertyName("instrumentType")] FinlyticCore.Dtos.Trading.InstrumentCategoryType InstrumentType = FinlyticCore.Dtos.Trading.InstrumentCategoryType.Stock,
+    [property: JsonPropertyName("derivativeIsin")] string? DerivativeIsin = null,
+    [property: JsonPropertyName("derivativeWkn")] string? DerivativeWkn = null,
+    [property: JsonPropertyName("fee")] decimal Fee = 0m
+);
+
+/// <summary>
+/// Machine-readable classification of a server-side RPC fault, carried by <see cref="RpcErrorResponse"/> so a
+/// caller can react to the specific failure mode instead of only learning "something went wrong" (or, before
+/// this error channel existed, learning nothing at all and simply timing out). The set is deliberately small and
+/// mirrors the handful of exception shapes actually thrown by <c>SubscribeRpcAsync</c> handlers across the
+/// fleet today (see <see cref="FinlyticCore.Util.ManagedMqttClient"/>); it is not meant to be a full HTTP-status
+/// mirror. Each value has a corresponding standard .NET exception type that
+/// <see cref="FinlyticCore.Util.ManagedMqttClient"/> reconstructs client-side, so existing
+/// <c>catch (InvalidOperationException)</c> / <c>catch (ArgumentException)</c> blocks written against the
+/// service-layer methods' local exception types keep working unchanged across the MQTT boundary.
+/// </summary>
+[JsonConverter(typeof(JsonStringEnumConverter<RpcFaultCode>))]
+public enum RpcFaultCode
+{
+    /// <summary>
+    /// Uncategorized/unexpected server-side failure with no safe, specific detail to disclose over MQTT (the
+    /// broker runs without authentication). The full exception is logged locally on the serving side only.
+    /// </summary>
+    Internal = 0,
+
+    /// <summary>The request conflicts with current server-side state (e.g. a proposal already accepted by this same user).</summary>
+    Conflict = 1,
+
+    /// <summary>The request payload failed validation (e.g. a blank ISIN or a non-positive price/quantity).</summary>
+    InvalidArgument = 2,
+
+    /// <summary>
+    /// The referenced resource does not exist, or exists but does not belong to the caller. The two cases are
+    /// deliberately not distinguished (see the multi-tenancy note on <see cref="GetActiveTradesRequest"/>): a
+    /// caller must never learn that a trade ID exists under another user's account.
+    /// </summary>
+    NotFound = 3,
+
+    /// <summary>The caller's identity could not be established, or is not permitted to perform this operation.</summary>
+    Unauthorized = 4
+}
+
+/// <summary>
+/// Typed error envelope published by <see cref="FinlyticCore.Util.ManagedMqttClient.SubscribeRpcAsync{TRequest,TResponse}"/>
+/// on a dedicated error sub-topic when an RPC handler throws, instead of silently dropping the request and
+/// leaving the caller to hit its request timeout. The message carries only a machine-readable
+/// <see cref="Code"/> and a short, safe, fully-formed <see cref="Message"/>; internal details (stack traces,
+/// connection strings, etc.) are never placed on the wire and must be logged locally on the serving side instead
+/// (Rules.md §10/§11, and the MQTT broker currently has no authentication).
+/// </summary>
+public record RpcErrorResponse(
+    [property: JsonPropertyName("code")] RpcFaultCode Code,
+    [property: JsonPropertyName("message")] string Message
 );

FinlyticCore/Dtos/Sentiment/FinBertResultDto.cs

@@ -40,7 +40,7 @@ public record FinBertResultDto
     /// <summary>
     /// Gets or sets the compound score (-1.0 to +1.0).
     /// </summary>
-    [JsonPropertyName("compoundScore")]
+    [JsonPropertyName("compound_score")]
     public double CompoundScore { get; init; }
 
     /// <summary>
@@ -49,6 +49,12 @@ public record FinBertResultDto
     [JsonPropertyName("confidence")]
     public double Confidence { get; init; }
 
+    /// <summary>
+    /// Gets or sets the estimated market impact ("HIGH", "MEDIUM", "LOW").
+    /// </summary>
+    [JsonPropertyName("impact")]
+    public string? Impact { get; init; }
+
     /// <summary>
     /// Gets or sets the probability breakdown.
     /// </summary>
@@ -56,8 +62,14 @@ public record FinBertResultDto
     public FinBertProbabilities Probabilities { get; init; } = new();
 
     /// <summary>
-    /// Gets or sets the short summary snippet highlighting the impact of the article.
+    /// Gets or sets the short key highlight extracted by FinBERT / n8n.
+    /// </summary>
+    [JsonPropertyName("key_highlight")]
+    public string? KeyHighlight { get; init; }
+
+    /// <summary>
+    /// Legacy alias for KeyHighlight / summary snippet.
     /// </summary>
     [JsonPropertyName("summarySnippet")]
-    public string? SummarySnippet { get; init; }
+    public string? SummarySnippet => KeyHighlight;
 }

FinlyticCore/Dtos/Sentiment/IsinSentimentSummaryDto.cs

@@ -1,3 +1,4 @@
+using System.Collections.Generic;
 using System.Text.Json.Serialization;
 
 namespace FinlyticCore.Dtos.Sentiment;
@@ -97,6 +98,36 @@ public record IsinCurrentSummary
     [JsonPropertyName("totalArticlesAnalyzed")]
     public int TotalArticlesAnalyzed { get; init; }
 
+    /// <summary>
+    /// Gets or sets the number of positive articles.
+    /// </summary>
+    [JsonPropertyName("positiveArticles")]
+    public int PositiveArticles { get; init; }
+
+    /// <summary>
+    /// Gets or sets the number of negative articles.
+    /// </summary>
+    [JsonPropertyName("negativeArticles")]
+    public int NegativeArticles { get; init; }
+
+    /// <summary>
+    /// Gets or sets the number of neutral articles.
+    /// </summary>
+    [JsonPropertyName("neutralArticles")]
+    public int NeutralArticles { get; init; }
+
+    /// <summary>
+    /// Gets or sets the sentiment trend ("IMPROVING", "DETERIORATING", "STABLE").
+    /// </summary>
+    [JsonPropertyName("trend")]
+    public string? Trend { get; init; }
+
+    /// <summary>
+    /// Gets or sets the key highlight summary.
+    /// </summary>
+    [JsonPropertyName("keyHighlight")]
+    public string? KeyHighlight { get; init; }
+
     /// <summary>
     /// Gets or sets the overall synthesized sentiment text overview.
     /// </summary>
@@ -105,7 +136,7 @@ public record IsinCurrentSummary
 }
 
 /// <summary>
-/// Data transfer object for an ISIN sentiment summary file (stored in data/summaries/isin/ISIN.json).
+/// Data transfer object for an ISIN sentiment summary file.
 /// </summary>
 public record IsinSentimentSummaryDto
 {

FinlyticCore/Dtos/Sentiment/SectorSentimentSummaryDto.cs

@@ -1,3 +1,4 @@
+using System.Collections.Generic;
 using System.Text.Json.Serialization;
 
 namespace FinlyticCore.Dtos.Sentiment;
@@ -55,6 +56,18 @@ public record SectorCurrentSummary
     [JsonPropertyName("sentimentLabel")]
     public string SentimentLabel { get; init; } = "NEUTRAL";
 
+    /// <summary>
+    /// Gets or sets the total number of articles analyzed for this sector.
+    /// </summary>
+    [JsonPropertyName("totalArticlesAnalyzed")]
+    public int TotalArticlesAnalyzed { get; init; }
+
+    /// <summary>
+    /// Gets or sets the total number of distinct companies in this sector.
+    /// </summary>
+    [JsonPropertyName("totalCompanies")]
+    public int TotalCompanies { get; init; }
+
     /// <summary>
     /// Gets or sets the list of active asset ISINs influencing the sector.
     /// </summary>
@@ -69,7 +82,7 @@ public record SectorCurrentSummary
 }
 
 /// <summary>
-/// Data transfer object for a Sector sentiment summary file (stored in data/summaries/sectors/SectorName.json).
+/// Data transfer object for a Sector sentiment summary file.
 /// </summary>
 public record SectorSentimentSummaryDto
 {

FinlyticCore/Dtos/Simulation/SimulationDtos.cs

@@ -0,0 +1,145 @@
+using System;
+using System.Collections.Generic;
+using System.Text.Json.Serialization;
+using FinlyticCore.Dtos.TechnicalAnalysis;
+
+namespace FinlyticCore.Dtos.Simulation;
+
+/// <param name="StrategyParameters">
+/// Per-run overrides for <paramref name="StrategyKey"/>'s tunable indicator parameters, keyed by
+/// <c>"{StrategyKey}.{ParameterName}"</c> (e.g. <c>"MeanReversion.RsiOversold"</c>) - see
+/// <c>TechnicalContext.ParameterOverrides</c>. <see langword="null"/>/empty means "use that strategy's own
+/// hardcoded defaults". Deliberately scoped to backtesting only - live scanning never applies these.
+/// </param>
+public record BacktestRequestDto(
+    string Isin,
+    string Symbol,
+    string StrategyKey,
+    string Timeframe,
+    DateTime StartDateUtc,
+    DateTime EndDateUtc,
+    decimal StartingCapital = 10000m,
+    decimal RiskPerTradePercent = 1.0m, // 1% Risiko pro Trade
+    bool IncludeFeesAndSlippage = true,
+    bool SimulateKnockOutDerivatives = false,
+    decimal? TargetLeverage = 5.0m,
+    Dictionary<string, decimal>? StrategyParameters = null
+);
+
+public record BacktestTradeDto(
+    Guid TradeId,
+    DateTime EntryTimeUtc,
+    DateTime ExitTimeUtc,
+    SignalDirection Direction,
+    decimal EntryPrice,
+    decimal ExitPrice,
+    decimal Quantity,
+    decimal InitialStopLoss,
+    decimal RealizedPnlEur,
+    decimal ReturnPercent,
+    decimal RMultiple,
+    string ExitReason, // "TP1_Hit", "TP2_Hit", "BreakEven", "TrailingStop", "KnockedOut", "TimeExpired"
+    decimal MaxAdverseExcursionPercent, // MAE: Maximaler zwischenzeitlicher Buchverlust
+    decimal MaxFavorableExcursionPercent // MFE: Maximaler zwischenzeitlicher Buchgewinn
+);
+
+public record EquityPointDto(
+    DateTime TimestampUtc,
+    decimal PortfolioValue,
+    decimal DrawdownPercent
+);
+
+public record BacktestReportDto(
+    Guid RunId,
+    string Isin,
+    string Symbol,
+    string StrategyKey,
+    string Timeframe,
+    DateTime StartDateUtc,
+    DateTime EndDateUtc,
+    int TotalTrades,
+    int WinningTrades,
+    int LosingTrades,
+    decimal WinRatePercent,
+    decimal ProfitFactor,
+    decimal MaxDrawdownPercent,
+    decimal TotalReturnPercent,
+    decimal ExpectancyEur,
+    decimal SharpeRatio,
+    decimal AverageRiskRewardRatio,
+    TimeSpan AverageHoldingDuration,
+    List<BacktestTradeDto> Trades,
+    List<EquityPointDto> EquityCurve
+);
+
+public record StrategyAssetReliabilityDto(
+    string Isin,
+    string StrategyKey,
+    decimal ReliabilityScore, // 0 - 100
+    decimal WinRatePercent,
+    decimal ProfitFactor,
+    int SampleTradeCount,
+    bool IsStrategyApprovedForAsset,
+    string RecommendedAction // "BOOST_SCORE", "NEUTRAL", "VETO_DISABLE"
+);
+
+public record GetReliabilityRequest(
+    string Isin,
+    string StrategyKey,
+    string Timeframe = "15m"
+);
+
+/// <summary>
+/// Filters for <c>MqttTopics.Channels.SimGetBacktestHistory</c>. <see cref="StrategyKey"/> is optional -
+/// <see langword="null"/> returns every strategy's runs for the ISIN, so the Web UI can show "all history for
+/// this asset" and let the user narrow down from there.
+/// </summary>
+public record GetBacktestHistoryRequest(
+    string Isin,
+    string? StrategyKey = null,
+    int Limit = 20
+);
+
+/// <summary>
+/// One row of the backtest history list - a lightweight summary (no <c>Trades</c>/<c>EquityCurve</c>) mapped
+/// 1:1 from a persisted <c>SimulationRunEntity</c>, so listing many runs for an asset stays cheap. Fetch the
+/// full <see cref="BacktestReportDto"/> for one specific run via <c>SimGetBacktestRunDetail</c> when the user
+/// drills into it.
+/// </summary>
+public record BacktestHistoryEntryDto(
+    Guid RunId,
+    string Isin,
+    string Symbol,
+    string StrategyKey,
+    string Timeframe,
+    DateTime StartDateUtc,
+    DateTime EndDateUtc,
+    int TotalTrades,
+    decimal WinRatePercent,
+    decimal ProfitFactor,
+    decimal MaxDrawdownPercent,
+    decimal TotalReturnPercent,
+    decimal SharpeRatio,
+    DateTime CreatedAtUtc
+);
+
+/// <summary>Looks up one specific past backtest run's full report by its RunId (<c>MqttTopics.Channels.SimGetBacktestRunDetail</c>).</summary>
+public record GetBacktestRunDetailRequest(Guid RunId);
+
+/// <summary>Looks up a saved parameter profile for one (Isin, StrategyKey) pair (<c>MqttTopics.Channels.SimGetStrategyParameters</c>).</summary>
+public record GetStrategyParametersRequest(string Isin, string StrategyKey);
+
+/// <summary>Upserts a saved parameter profile for one (Isin, StrategyKey) pair (<c>MqttTopics.Channels.SimSaveStrategyParameters</c>).</summary>
+public record SaveStrategyParametersRequest(string Isin, string StrategyKey, Dictionary<string, decimal> Parameters);
+
+/// <summary>
+/// A saved set of tunable indicator parameter overrides for one (Isin, StrategyKey) pair, keyed by
+/// <c>"{StrategyKey}.{ParameterName}"</c> (matching <c>TechnicalContext.ParameterOverrides</c> 1:1) - see
+/// <c>SimulationStrategyParameterEntity</c>.
+/// </summary>
+public record StrategyParameterProfileDto(
+    string Isin,
+    string StrategyKey,
+    Dictionary<string, decimal> Parameters,
+    DateTime UpdatedAtUtc
+);

FinlyticCore/Dtos/TechnicalAnalysis/ExitPlanDto.cs

@@ -0,0 +1,55 @@
+using System.Collections.Generic;
+using System.Text.Json.Serialization;
+
+namespace FinlyticCore.Dtos.TechnicalAnalysis;
+
+/// <summary>
+/// Individual take-profit tier in a staged scale-out exit plan.
+/// </summary>
+public record TakeProfitStage(
+    [property: JsonPropertyName("stageNumber")] int StageNumber,
+    [property: JsonPropertyName("targetPrice")] decimal TargetPrice,
+    [property: JsonPropertyName("percentToClose")] decimal PercentToClose,
+    [property: JsonPropertyName("rMultiple")] decimal RMultiple,
+    [property: JsonPropertyName("description")] string Description
+);
+
+/// <summary>
+/// Break-even trigger rule for locking in free-rolls.
+/// </summary>
+public record BreakEvenRule(
+    [property: JsonPropertyName("enabled")] bool Enabled,
+    [property: JsonPropertyName("triggerPrice")] decimal TriggerPrice,
+    [property: JsonPropertyName("offsetToCoverFees")] decimal OffsetToCoverFees
+);
+
+/// <summary>
+/// Trailing stop management rule for trend following.
+/// </summary>
+public record TrailingStopRule(
+    [property: JsonPropertyName("type")] TrailingStopType Type,
+    [property: JsonPropertyName("multiplier")] decimal Multiplier,
+    [property: JsonPropertyName("activationPrice")] decimal ActivationPrice,
+    [property: JsonPropertyName("indicatorKey")] string IndicatorKey
+);
+
+/// <summary>
+/// Indicator or structural reversal condition that triggers an early trade exit.
+/// </summary>
+public record ReversalCondition(
+    [property: JsonPropertyName("ruleDescription")] string RuleDescription,
+    [property: JsonPropertyName("indicatorTrigger")] string IndicatorTrigger
+);
+
+/// <summary>
+/// Composable, complete exit plan decoupling entry strategy logic from execution management.
+/// </summary>
+public record ExitPlan(
+    [property: JsonPropertyName("strategyType")] ExitStrategyType StrategyType,
+    [property: JsonPropertyName("initialStopLoss")] decimal InitialStopLoss,
+    [property: JsonPropertyName("takeProfitStages")] List<TakeProfitStage> TakeProfitStages,
+    [property: JsonPropertyName("breakEvenRule")] BreakEvenRule? BreakEvenRule = null,
+    [property: JsonPropertyName("trailingStopRule")] TrailingStopRule? TrailingStopRule = null,
+    [property: JsonPropertyName("reversalCondition")] ReversalCondition? ReversalCondition = null,
+    [property: JsonPropertyName("maxHoldingBars")] int? MaxHoldingBars = null
+);

FinlyticCore/Dtos/TechnicalAnalysis/PatternResultDto.cs

@@ -0,0 +1,25 @@
+using System;
+using System.Collections.Generic;
+using System.Text.Json.Serialization;
+
+namespace FinlyticCore.Dtos.TechnicalAnalysis;
+
+/// <summary>
+/// Output result of an isolated pattern detection evaluation.
+/// </summary>
+public record PatternResultDto(
+    [property: JsonPropertyName("id")] Guid Id,
+    [property: JsonPropertyName("type")] PatternType Type,
+    [property: JsonPropertyName("category")] PatternCategory Category,
+    [property: JsonPropertyName("bias")] PatternBias Bias,
+    [property: JsonPropertyName("name")] string Name,
+    [property: JsonPropertyName("timeframe")] string Timeframe,
+    [property: JsonPropertyName("detectedAt")] DateTime DetectedAt,
+    [property: JsonPropertyName("keyPriceLevel")] decimal KeyPriceLevel,
+    [property: JsonPropertyName("upperBoundary")] decimal UpperBoundary,
+    [property: JsonPropertyName("lowerBoundary")] decimal LowerBoundary,
+    [property: JsonPropertyName("invalidationLevel")] decimal InvalidationLevel,
+    [property: JsonPropertyName("qualityScore")] decimal QualityScore,
+    [property: JsonPropertyName("description")] string Description,
+    [property: JsonPropertyName("extraData")] Dictionary<string, object>? ExtraData = null
+);

FinlyticCore/Dtos/TechnicalAnalysis/StrategyResultDto.cs

@@ -0,0 +1,49 @@
+using System;
+using System.Collections.Generic;
+using System.Text.Json.Serialization;
+
+namespace FinlyticCore.Dtos.TechnicalAnalysis;
+
+/// <summary>
+/// Fully evaluated technical trading setup output from an ITechnicalStrategy.
+/// </summary>
+/// <param name="UniverseSource">
+/// Which FinlyticTechnicals universe-selection mechanism this ISIN was being monitored under at analysis time
+/// (favorite/discovery/sentiment-spike), or <see langword="null"/> if it was analyzed ad hoc (e.g. a manual
+/// "Analyze now" call for an ISIN not currently in the scan universe). Carried through unchanged onto
+/// <c>EngineEvaluationSnapshotEntity</c> so the admin "why no proposals" Web UI can show not just an
+/// evaluation's scores but why the asset was being watched in the first place.
+/// </param>
+/// <param name="UniverseEnteredAtUtc">When the ISIN above entered that scan universe, alongside <paramref name="UniverseSource"/>.</param>
+/// <param name="Regime">
+/// The overall market/asset technical regime (<see cref="TechnicalContext.Regime"/>) at analysis time - e.g.
+/// whether this setup fired during a strong trend or a choppy/rangebound market. Forwarded onto the AI
+/// validation payload (<c>AiReasoningGateService</c>) so the model has the same regime context a human trader
+/// would use to judge whether a breakout is likely to follow through.
+/// </param>
+public record StrategyResultDto(
+    [property: JsonPropertyName("setupId")] Guid SetupId,
+    [property: JsonPropertyName("isin")] string Isin,
+    [property: JsonPropertyName("symbol")] string Symbol,
+    [property: JsonPropertyName("timeframe")] string Timeframe,
+    [property: JsonPropertyName("strategyKey")] string StrategyKey,
+    [property: JsonPropertyName("strategyName")] string StrategyName,
+    [property: JsonPropertyName("direction")] SignalDirection Direction,
+    [property: JsonPropertyName("qualityScore")] decimal QualityScore,
+    [property: JsonPropertyName("currentPrice")] decimal CurrentPrice,
+    [property: JsonPropertyName("entryPrice")] decimal EntryPrice,
+    [property: JsonPropertyName("invalidationPrice")] decimal InvalidationPrice,
+    [property: JsonPropertyName("currentAtr")] decimal CurrentAtr,
+    [property: JsonPropertyName("estimatedRiskRewardRatio")] decimal EstimatedRiskRewardRatio,
+    [property: JsonPropertyName("exitPlan")] ExitPlan ExitPlan,
+    [property: JsonPropertyName("technicalRationale")] string TechnicalRationale,
+    [property: JsonPropertyName("triggeringPatterns")] List<PatternResultDto> TriggeringPatterns,
+    [property: JsonPropertyName("indicatorSnapshot")] Dictionary<string, decimal> IndicatorSnapshot,
+    [property: JsonPropertyName("createdAt")] DateTime CreatedAt,
+    [property: JsonPropertyName("expiresAt")] DateTime ExpiresAt,
+    [property: JsonPropertyName("isTopPick")] bool IsTopPick = false,
+    [property: JsonPropertyName("rating")] string Rating = "B",
+    [property: JsonPropertyName("universeSource")] UniverseSource? UniverseSource = null,
+    [property: JsonPropertyName("universeEnteredAtUtc")] DateTime? UniverseEnteredAtUtc = null,
+    [property: JsonPropertyName("regime")] MarketRegime? Regime = null
+);

FinlyticCore/Dtos/TechnicalAnalysis/TechnicalContext.cs

@@ -0,0 +1,80 @@
+using System;
+using System.Collections.Generic;
+
+namespace FinlyticCore.Dtos.TechnicalAnalysis;
+
+/// <summary>
+/// Execution context supplied to pattern detectors and strategy evaluators containing multi-timeframe candles and indicators.
+/// </summary>
+public class TechnicalContext
+{
+    public string Isin { get; init; } = string.Empty;
+    public string Symbol { get; init; } = string.Empty;
+    public string Timeframe { get; init; } = "15m";
+    public DateTime TimestampUtc { get; init; } = DateTime.UtcNow;
+    public decimal CurrentPrice { get; init; }
+    public decimal CurrentSpread { get; init; }
+    public bool IsSpreadVolatile { get; init; }
+    public decimal CurrentAtr { get; init; }
+    public MarketRegime Regime { get; init; } = MarketRegime.LowVolatilityRangebound;
+
+    /// <summary>
+    /// Multi-timeframe historical candles (e.g. "1m", "5m", "15m", "1h", "1d").
+    /// </summary>
+    public Dictionary<string, IReadOnlyList<CandleDto>> MultiTimeframeCandles { get; init; } = new(StringComparer.OrdinalIgnoreCase);
+
+    /// <summary>
+    /// Pre-calculated mathematical indicator values for the primary timeframe.
+    /// </summary>
+    public Dictionary<string, decimal> Indicators { get; init; } = new(StringComparer.OrdinalIgnoreCase);
+
+    /// <summary>
+    /// Per-run overrides for a strategy's tunable indicator parameters (e.g. <c>"MeanReversion.RsiOversold"</c>),
+    /// keyed by <c>"{StrategyKey}.{ParameterName}"</c> so a single context could in principle carry overrides
+    /// for more than one strategy without name collisions. Always empty for live scanning
+    /// (<c>TechnicalScoringEngine</c> never populates this - Rules.md §4: no silent behavior change to live
+    /// trade generation as a side effect of a backtesting feature); populated only by
+    /// <c>FinlyticSimulation.Engine.HistoricalReplayRunner</c> from <c>BacktestRequestDto.StrategyParameters</c>,
+    /// so per-asset/per-strategy tuning is opt-in and scoped to backtesting. See <see cref="GetParameter"/>.
+    /// </summary>
+    public Dictionary<string, decimal> ParameterOverrides { get; init; } = new(StringComparer.OrdinalIgnoreCase);
+
+    /// <summary>
+    /// Resolves a tunable strategy parameter: the override in <see cref="ParameterOverrides"/> under
+    /// <c>"{strategyKey}.{parameterName}"</c> if present, otherwise <paramref name="defaultValue"/> (the
+    /// strategy's own hardcoded default, unchanged from before parametrization existed).
+    /// </summary>
+    public decimal GetParameter(string strategyKey, string parameterName, decimal defaultValue)
+    {
+        return ParameterOverrides.TryGetValue($"{strategyKey}.{parameterName}", out var v) ? v : defaultValue;
+    }
+
+    /// <summary>
+    /// Gets the candles for a specific timeframe (defaults to empty list if not found).
+    /// </summary>
+    public IReadOnlyList<CandleDto> GetCandles(string timeframe)
+    {
+        if (MultiTimeframeCandles.TryGetValue(timeframe, out var list))
+        {
+            return list;
+        }
+        return [];
+    }
+
+    /// <summary>
+    /// Gets the primary timeframe candle sequence.
+    /// </summary>
+    public IReadOnlyList<CandleDto> PrimaryCandles => GetCandles(Timeframe);
+
+    /// <summary>
+    /// Gets a specific indicator value or null if not computed.
+    /// </summary>
+    public decimal? GetIndicator(string key)
+    {
+        if (Indicators.TryGetValue(key, out var val))
+        {
+            return val;
+        }
+        return null;
+    }
+}

FinlyticCore/Dtos/TechnicalAnalysis/TechnicalEnums.cs

@@ -0,0 +1,124 @@
+using System.Text.Json.Serialization;
+
+namespace FinlyticCore.Dtos.TechnicalAnalysis;
+
+/// <summary>
+/// Major category of a chart pattern.
+/// </summary>
+[JsonConverter(typeof(JsonStringEnumConverter<PatternCategory>))]
+public enum PatternCategory
+{
+    Candlestick,
+    Chart,
+    SmartMoney
+}
+
+/// <summary>
+/// Directional bias indicated by a pattern or technical setup.
+/// </summary>
+[JsonConverter(typeof(JsonStringEnumConverter<PatternBias>))]
+public enum PatternBias
+{
+    Bullish,
+    Bearish,
+    Neutral
+}
+
+/// <summary>
+/// Specific pattern type recognized by pattern detection engines.
+/// </summary>
+[JsonConverter(typeof(JsonStringEnumConverter<PatternType>))]
+public enum PatternType
+{
+    // Candlestick Patterns
+    Hammer,
+    ShootingStar,
+    BullishEngulfing,
+    BearishEngulfing,
+    MorningStar,
+    EveningStar,
+    Doji,
+
+    // Classical Chart Patterns
+    DoubleBottom,
+    DoubleTop,
+    HeadAndShoulders,
+    InverseHeadAndShoulders,
+    AscendingTriangle,
+    DescendingTriangle,
+
+    // Smart Money Concepts (SMC)
+    FairValueGapBullish,
+    FairValueGapBearish,
+    LiquiditySweepHigh,
+    LiquiditySweepLow,
+    BreakOfStructure,
+    ChangeOfCharacter,
+    OrderBlock
+}
+
+/// <summary>
+/// Strategy exit model defining how positions are closed or trailed.
+/// </summary>
+[JsonConverter(typeof(JsonStringEnumConverter<ExitStrategyType>))]
+public enum ExitStrategyType
+{
+    StagedScaleOutWithBreakEven,
+    PureTrailingStop,
+    DynamicBandTouch,
+    FixedSingleTarget,
+    IndicatorReversal
+}
+
+/// <summary>
+/// Type of trailing stop mechanic.
+/// </summary>
+[JsonConverter(typeof(JsonStringEnumConverter<TrailingStopType>))]
+public enum TrailingStopType
+{
+    AtrMultiplier,
+    SuperTrendLine,
+    SwingPoints
+}
+
+/// <summary>
+/// Direction of a technical trading setup signal.
+/// </summary>
+[JsonConverter(typeof(JsonStringEnumConverter<SignalDirection>))]
+public enum SignalDirection
+{
+    Buy,
+    Sell,
+    Neutral
+}
+
+/// <summary>
+/// Overall market or asset technical regime.
+/// </summary>
+[JsonConverter(typeof(JsonStringEnumConverter<MarketRegime>))]
+public enum MarketRegime
+{
+    BullishTrending,
+    BearishTrending,
+    HighVolatilityChoppy,
+    LowVolatilityRangebound
+}
+
+/// <summary>
+/// Which recurring FinlyticTechnicals selection mechanism added an ISIN to the continuously-scanned universe
+/// (<c>TechnicalUniverseManager</c> in FinlyticTechnicals). Defined here rather than in FinlyticTechnicals
+/// because it is carried on <see cref="StrategyResultDto.UniverseSource"/> across the MQTT boundary into
+/// FinlyticEngine's evaluation snapshot, so more than one service needs it (Rules.md §3).
+/// </summary>
+[JsonConverter(typeof(JsonStringEnumConverter<UniverseSource>))]
+public enum UniverseSource
+{
+    /// <summary>Promoted temporarily because FinlyticSentiment reported a strong/shifting sentiment reading.</summary>
+    SentimentSpike = 1,
+
+    /// <summary>Favorited by at least one user, aggregated across all users via FinlyticBackend.</summary>
+    UserFavorite = 2,
+
+    /// <summary>Part of FinlyticAssets' curated discovery/watchlist asset set.</summary>
+    Discovery = 3
+}

FinlyticCore/Dtos/TechnicalAnalysis/WatchlistEntryDto.cs

@@ -0,0 +1,26 @@
+using System;
+
+namespace FinlyticCore.Dtos.TechnicalAnalysis;
+
+/// <summary>
+/// A single entry of FinlyticTechnicals' currently monitored scan universe ("watchlist") - the DB-backed set
+/// of assets <c>TechnicalScannerBackgroundService</c> actually evaluates every cycle. Exposed to the admin web
+/// UI so it's possible to verify assets are actually being watched, rather than only inferring it indirectly
+/// from downstream evaluation results.
+/// </summary>
+public record WatchlistEntryDto(
+    string Isin,
+    string? Symbol,
+    string Source,
+    int Priority,
+    DateTime AddedAtUtc,
+    DateTime? ExpiresAtUtc
+);
+
+/// <summary>
+/// Requests the last <paramref name="Limit"/> technical-analysis setups computed for <paramref name="Isin"/>,
+/// most recent first, regardless of whether they were active/top-pick at the time - i.e. the raw scoring
+/// history (including setups the engine's opportunity poller would have rejected as too weak), so a caller can
+/// see whether an asset's quality score is trending up or down across recent scan cycles.
+/// </summary>
+public record GetRecentSetupHistoryRequest(string Isin, int Limit = 8);

FinlyticCore/Dtos/TradeRepublic/TradeRepublicTickerResponse.cs

@@ -1,17 +1,18 @@
 using System;
-using System.Globalization;
 using System.Text.Json.Serialization;
 
 namespace FinlyticCore.Dtos.TradeRepublic;
 
 public record TradeRepublicPriceTick(
-    [property: JsonPropertyName("time")] long Time,
+    [property: JsonPropertyName("time")] long? Time = null,
-    [property: JsonPropertyName("price")] string Price,
+    [property: JsonPropertyName("price"), JsonNumberHandling(JsonNumberHandling.AllowReadingFromString | JsonNumberHandling.WriteAsString)] decimal Price = 0m,
-    [property: JsonPropertyName("size")] decimal Size
+    [property: JsonPropertyName("size")] decimal? Size = null
 )
 {
-    public decimal PriceValue => decimal.TryParse(Price, NumberStyles.Any, CultureInfo.InvariantCulture, out var v) ? v : 0m;
+    public decimal PriceValue => Price;
-    public DateTime DateTimeUtc => DateTimeOffset.FromUnixTimeMilliseconds(Time).UtcDateTime;
+    public DateTime DateTimeUtc => Time.HasValue && Time.Value > 0
+        ? DateTimeOffset.FromUnixTimeMilliseconds(Time.Value).UtcDateTime
+        : DateTime.UtcNow;
 }
 
 public record TradeRepublicTickerResponse(

FinlyticCore/Dtos/Trading/EngineTradeDtos.cs

@@ -0,0 +1,131 @@
+using System;
+using System.Collections.Generic;
+using System.Text.Json.Serialization;
+using FinlyticCore.Dtos.TechnicalAnalysis;
+
+namespace FinlyticCore.Dtos.Trading;
+
+public record DerivativeSelectionDto(
+    [property: JsonPropertyName("derivativeIsin")] string DerivativeIsin,
+    // Trade Republic liefert für Derivate keine WKN, nur die ISIN (siehe TradeRepublicDerivativeItemDto).
+    // Daher ist dieses Feld nullable: eine ISIN darf hier NICHT als Ersatz-WKN eingetragen werden (Rules.md §4).
+    [property: JsonPropertyName("derivativeWkn")] string? DerivativeWkn,
+    [property: JsonPropertyName("issuer")] string Issuer,
+    [property: JsonPropertyName("optionType")] string OptionType, // "LONG" oder "SHORT"
+    [property: JsonPropertyName("strike")] decimal Strike,
+    [property: JsonPropertyName("barrier")] decimal Barrier,
+    [property: JsonPropertyName("leverage")] decimal Leverage,
+    [property: JsonPropertyName("safetyBufferPercent")] decimal SafetyBufferPercent,
+    [property: JsonPropertyName("spreadPercentage")] decimal SpreadPercentage,
+    [property: JsonPropertyName("size")] decimal Size
+);
+
+/// <summary>
+/// Kennzeichnet die Herkunft einer <see cref="AiValidationResultDto"/>-Entscheidung, damit
+/// Konsumenten (Frontend, Logs) eine echte KI-Analyse von einer regelbasierten Ersatzentscheidung
+/// unterscheiden können. Der Enum-Wert <see cref="Ai"/> ist absichtlich der Default (0), damit ein
+/// vom N8N-Webhook geliefertes JSON, das dieses Feld (noch) nicht setzt, korrekt als KI-Ergebnis
+/// interpretiert wird.
+/// </summary>
+[JsonConverter(typeof(JsonStringEnumConverter<ValidationSource>))]
+public enum ValidationSource
+{
+    Ai,
+    RuleBased
+}
+
+/// <summary>
+/// Ergebnis des AI-Reasoning-Gates. <see cref="Confidence"/> ist nur gesetzt, wenn <see cref="Source"/>
+/// den Wert <see cref="ValidationSource.Ai"/> hat, da eine Konfidenz ohne tatsächliche KI-Bewertung
+/// erfunden wäre (Rules.md §4).
+/// </summary>
+public record AiValidationResultDto(
+    [property: JsonPropertyName("isApproved")] bool IsApproved,
+    [property: JsonPropertyName("confidence")] decimal? Confidence,
+    [property: JsonPropertyName("validationSource")] ValidationSource Source,
+    [property: JsonPropertyName("thesisSummary")] string ThesisSummary,
+    [property: JsonPropertyName("invalidationReason")] string InvalidationReason,
+    [property: JsonPropertyName("keyCatalysts")] List<string> KeyCatalysts,
+    [property: JsonPropertyName("identifiedRisks")] List<string> IdentifiedRisks
+);
+
+public record TradeProposalDto(
+    [property: JsonPropertyName("proposalId")] Guid ProposalId,
+    [property: JsonPropertyName("underlyingIsin")] string UnderlyingIsin,
+    [property: JsonPropertyName("symbol")] string Symbol,
+    [property: JsonPropertyName("strategyKey")] string StrategyKey,
+    [property: JsonPropertyName("direction")] SignalDirection Direction,
+    [property: JsonPropertyName("qualityScore")] decimal QualityScore,
+    [property: JsonPropertyName("compositeScore")] decimal CompositeScore,
+    [property: JsonPropertyName("currentPrice")] decimal CurrentPrice,
+    [property: JsonPropertyName("entryPrice")] decimal EntryPrice,
+    [property: JsonPropertyName("invalidationPrice")] decimal InvalidationPrice,
+    [property: JsonPropertyName("exitPlan")] ExitPlan ExitPlan,
+    [property: JsonPropertyName("selectedDerivative")] DerivativeSelectionDto? SelectedDerivative,
+    [property: JsonPropertyName("aiValidation")] AiValidationResultDto AiValidation,
+    [property: JsonPropertyName("createdAtUtc")] DateTime CreatedAtUtc,
+    [property: JsonPropertyName("expiresAtUtc")] DateTime ExpiresAtUtc
+);
+
+/// <summary>
+/// Full result of <c>ITradeLifecycleService.EvaluateAssetAsync</c>, carrying both possible outcomes of the
+/// evaluation pipeline (technicals, sentiment, fundamentals, simulation-reliability, AI reasoning gate):
+/// an accepted opportunity (<see cref="Proposal"/> is set) or a rejection, in which case <see cref="Proposal"/>
+/// is <see langword="null"/> but every score/reasoning field below is still populated with the real,
+/// already-computed values instead of leaving the caller with silence (Rules.md §4).
+/// <para>
+/// When the pipeline could not even produce a score (no technical setups available for the ISIN, or the
+/// ISIN was blank), the score fields are <c>0</c> and <see cref="AiThesisSummary"/> carries a
+/// "<c>[Regelbasiert]</c>"-prefixed explanation — the same prefix <see cref="AiValidationResultDto"/> uses for
+/// its <see cref="ValidationSource.RuleBased"/> fallback — so a caller/UI can recognize this is not a real
+/// AI verdict, just as it already must for a rule-based <see cref="AiValidationResultDto"/>.
+/// </para>
+/// </summary>
+public record AssetEvaluationResultDto(
+    [property: JsonPropertyName("proposal")] TradeProposalDto? Proposal,
+    [property: JsonPropertyName("compositeScore")] decimal CompositeScore,
+    [property: JsonPropertyName("technicalScore")] decimal TechnicalScore,
+    [property: JsonPropertyName("sentimentScore")] decimal SentimentScore,
+    [property: JsonPropertyName("fundamentalScore")] decimal FundamentalScore,
+    [property: JsonPropertyName("passedEarningsLockout")] bool PassedEarningsLockout,
+    [property: JsonPropertyName("daysToNextEarnings")] int? DaysToNextEarnings,
+    [property: JsonPropertyName("passedDividendGate")] bool PassedDividendGate,
+    [property: JsonPropertyName("daysToNextExDividend")] int? DaysToNextExDividend,
+    [property: JsonPropertyName("aiApproved")] bool AiApproved,
+    [property: JsonPropertyName("aiThesisSummary")] string AiThesisSummary,
+    [property: JsonPropertyName("aiIdentifiedRisks")] List<string> AiIdentifiedRisks
+);
+
+public record TradeFillDto(
+    [property: JsonPropertyName("fillId")] Guid FillId,
+    [property: JsonPropertyName("executedAtUtc")] DateTime ExecutedAtUtc,
+    [property: JsonPropertyName("price")] decimal Price,
+    [property: JsonPropertyName("quantity")] decimal Quantity,
+    [property: JsonPropertyName("fee")] decimal Fee,
+    [property: JsonPropertyName("note")] string? Note
+);
+
+public record ActiveTradeDto(
+    [property: JsonPropertyName("tradeId")] Guid TradeId,
+    [property: JsonPropertyName("proposalId")] Guid ProposalId,
+    [property: JsonPropertyName("underlyingIsin")] string UnderlyingIsin,
+    [property: JsonPropertyName("symbol")] string Symbol,
+    [property: JsonPropertyName("derivativeIsin")] string? DerivativeIsin,
+    [property: JsonPropertyName("derivativeWkn")] string? DerivativeWkn,
+    [property: JsonPropertyName("executionMode")] ExecutionMode ExecutionMode,
+    [property: JsonPropertyName("instrumentType")] InstrumentCategoryType InstrumentType,
+    [property: JsonPropertyName("direction")] SignalDirection Direction,
+    [property: JsonPropertyName("status")] TradeStatus Status,
+    [property: JsonPropertyName("averageBuyIn")] decimal AverageBuyIn,
+    [property: JsonPropertyName("totalQuantity")] decimal TotalQuantity,
+    [property: JsonPropertyName("initialStopLoss")] decimal InitialStopLoss,
+    [property: JsonPropertyName("currentStopLoss")] decimal CurrentStopLoss,
+    [property: JsonPropertyName("currentPrice")] decimal CurrentPrice,
+    [property: JsonPropertyName("unrealizedPnlEur")] decimal UnrealizedPnlEur,
+    [property: JsonPropertyName("unrealizedPnlPercent")] decimal UnrealizedPnlPercent,
+    [property: JsonPropertyName("realizedPnlEur")] decimal RealizedPnlEur,
+    [property: JsonPropertyName("exitPlan")] ExitPlan ExitPlan,
+    [property: JsonPropertyName("fills")] List<TradeFillDto> Fills,
+    [property: JsonPropertyName("openedAtUtc")] DateTime OpenedAtUtc,
+    [property: JsonPropertyName("closedAtUtc")] DateTime? ClosedAtUtc
+);

FinlyticCore/Dtos/Trading/EvaluationHistoryDtos.cs

@@ -0,0 +1,121 @@
+using System.Collections.Generic;
+using System.Text.Json.Serialization;
+using FinlyticCore.Dtos.TechnicalAnalysis;
+
+namespace FinlyticCore.Dtos.Trading;
+
+/// <summary>
+/// Filter/pagination request for the admin-only evaluation-history RPC channel
+/// (<c>MqttTopics.Channels.EngineGetEvaluationHistory</c>), served by FinlyticEngine and exposed to the Web UI
+/// via <c>FinlyticBackend/Controllers/AdminEvaluationHistoryController</c>. All filters are optional and are
+/// combined with logical AND; <see langword="null"/> means "do not filter on this field".
+/// </summary>
+/// <param name="FromUtc">Inclusive lower bound on <c>EngineEvaluationSnapshotEntity.EvaluatedAtUtc</c>.</param>
+/// <param name="ToUtc">Inclusive upper bound on <c>EngineEvaluationSnapshotEntity.EvaluatedAtUtc</c>.</param>
+/// <param name="OutcomeFilter">Restricts results to a single <see cref="OutcomeReason"/>.</param>
+/// <param name="TriggerSourceFilter">Restricts results to a single <see cref="TriggerSource"/>.</param>
+/// <param name="IsinOrSymbolSearch">
+/// Case-sensitive substring search against both <c>Isin</c> and <c>Symbol</c> (matches either). Trimmed
+/// server-side; blank/whitespace-only values are treated as "no search".
+/// </param>
+/// <param name="Page">1-based page number. Values below 1 are treated as 1 server-side.</param>
+/// <param name="PageSize">
+/// Requested page size. Server-side clamped to at least 1 and at most 200 (see
+/// <c>EvaluationHistoryService.MaxPageSize</c>) so a caller cannot force FinlyticEngine to materialize/transmit
+/// an unbounded result set in a single response.
+/// </param>
+public record GetEvaluationHistoryRequest(
+    [property: JsonPropertyName("fromUtc")] System.DateTime? FromUtc = null,
+    [property: JsonPropertyName("toUtc")] System.DateTime? ToUtc = null,
+    [property: JsonPropertyName("outcomeFilter")] OutcomeReason? OutcomeFilter = null,
+    [property: JsonPropertyName("triggerSourceFilter")] TriggerSource? TriggerSourceFilter = null,
+    [property: JsonPropertyName("isinOrSymbolSearch")] string? IsinOrSymbolSearch = null,
+    [property: JsonPropertyName("page")] int Page = 1,
+    [property: JsonPropertyName("pageSize")] int PageSize = 50
+);
+
+/// <summary>
+/// One row of the evaluation history: the full, already-persisted record of a single
+/// <c>TradeLifecycleService.EvaluateAssetAsync</c> run, mapped 1:1 from <c>EngineEvaluationSnapshotEntity</c>.
+/// Every score field is the real, already-computed value - including the honest "0/default" values recorded
+/// for the <see cref="OutcomeReason.NoTechnicalSetups"/> case, never a fabricated placeholder (Rules.md §4).
+/// </summary>
+public record EvaluationHistoryEntryDto(
+    [property: JsonPropertyName("id")] System.Guid Id,
+    [property: JsonPropertyName("isin")] string Isin,
+    [property: JsonPropertyName("symbol")] string Symbol,
+    [property: JsonPropertyName("technicalScore")] decimal TechnicalScore,
+    [property: JsonPropertyName("sentimentScore")] decimal SentimentScore,
+    [property: JsonPropertyName("fundamentalScore")] decimal FundamentalScore,
+    [property: JsonPropertyName("compositeOpportunityScore")] decimal CompositeOpportunityScore,
+    [property: JsonPropertyName("reliabilityBonus")] decimal ReliabilityBonus,
+    [property: JsonPropertyName("passedEarningsLockout")] bool PassedEarningsLockout,
+    [property: JsonPropertyName("daysToNextEarnings")] int? DaysToNextEarnings,
+    [property: JsonPropertyName("passedDividendGate")] bool PassedDividendGate,
+    [property: JsonPropertyName("daysToNextExDividend")] int? DaysToNextExDividend,
+    [property: JsonPropertyName("universeSource")] UniverseSource? UniverseSource,
+    [property: JsonPropertyName("universeEnteredAtUtc")] System.DateTime? UniverseEnteredAtUtc,
+    [property: JsonPropertyName("passedSimulationVeto")] bool PassedSimulationVeto,
+    [property: JsonPropertyName("passedAiValidation")] bool PassedAiValidation,
+    [property: JsonPropertyName("aiThesisSummary")] string AiThesisSummary,
+    [property: JsonPropertyName("outcomeReason")] OutcomeReason OutcomeReason,
+    [property: JsonPropertyName("triggerSource")] TriggerSource TriggerSource,
+    [property: JsonPropertyName("triggeredByUserId")] System.Guid? TriggeredByUserId,
+    [property: JsonPropertyName("proposalId")] System.Guid? ProposalId,
+    [property: JsonPropertyName("evaluatedAtUtc")] System.DateTime EvaluatedAtUtc
+);
+
+/// <summary>
+/// Number of evaluation-history rows matching a given filter set that carry a specific <see cref="OutcomeReason"/>.
+/// A typed list of these (rather than a <c>Dictionary&lt;OutcomeReason,int&gt;</c>) is used on
+/// <see cref="EvaluationHistorySummaryDto.CountsByOutcome"/> purely so this DTO round-trips through
+/// System.Text.Json (including the AOT source-generated <c>FinlyticJsonSerializerContext</c>) without needing a
+/// custom enum-keyed dictionary converter.
+/// </summary>
+public record OutcomeReasonCountDto(
+    [property: JsonPropertyName("outcomeReason")] OutcomeReason OutcomeReason,
+    [property: JsonPropertyName("count")] int Count
+);
+
+/// <summary>
+/// Pre-aggregated headline numbers for the admin evaluation-history tab (e.g. "1.847 Analysen letzte 24h ·
+/// 0 Vorschläge seit 14h · Ø-Score 66,7"), computed server-side so the Web UI never has to aggregate the full,
+/// unpaginated result set itself. Every field except <see cref="LastProposalCreatedAtUtc"/> is scoped to
+/// exactly the same filters as the paginated <see cref="EvaluationHistoryEntryDto"/> list it accompanies (see
+/// <see cref="GetEvaluationHistoryResponse"/>) - only pagination (<c>Page</c>/<c>PageSize</c>) does not apply,
+/// since these are totals over the whole filtered set, not just the current page.
+/// </summary>
+/// <param name="TotalEvaluations">Total number of snapshot rows matching the request's filters (unpaginated).</param>
+/// <param name="CountsByOutcome">Breakdown of <see cref="TotalEvaluations"/> by <see cref="OutcomeReason"/>.</param>
+/// <param name="AverageCompositeScore">
+/// Average <c>CompositeOpportunityScore</c> across the filtered set; <c>0</c> when <see cref="TotalEvaluations"/> is 0.
+/// </param>
+/// <param name="ProposalsCreated">
+/// Number of filtered rows whose <see cref="EvaluationHistoryEntryDto.OutcomeReason"/> is
+/// <see cref="OutcomeReason.Approved"/> - i.e. the same value as the <see cref="OutcomeReason.Approved"/> entry
+/// in <see cref="CountsByOutcome"/>, exposed directly so the UI does not need to search that list.
+/// </param>
+/// <param name="LastProposalCreatedAtUtc">
+/// Timestamp of the most recently created <c>EngineTradeProposalEntity</c> across the ENTIRE proposals table -
+/// deliberately NOT scoped to this request's <c>FromUtc</c>/<c>ToUtc</c> filters, because "how long since the
+/// last real proposal" is a single wall-clock fact the admin wants regardless of which historical window they
+/// are currently browsing. <see langword="null"/> only if no proposal has ever been created.
+/// </param>
+public record EvaluationHistorySummaryDto(
+    [property: JsonPropertyName("totalEvaluations")] int TotalEvaluations,
+    [property: JsonPropertyName("countsByOutcome")] List<OutcomeReasonCountDto> CountsByOutcome,
+    [property: JsonPropertyName("averageCompositeScore")] decimal AverageCompositeScore,
+    [property: JsonPropertyName("proposalsCreated")] int ProposalsCreated,
+    [property: JsonPropertyName("lastProposalCreatedAtUtc")] System.DateTime? LastProposalCreatedAtUtc
+);
+
+/// <summary>
+/// Full response for the evaluation-history RPC channel: a page of matching rows, the total match count (for
+/// pagination), and a pre-aggregated <see cref="Summary"/> so the Web UI never needs a second round trip (and a
+/// second, potentially-inconsistent set of filters) just to render a header line above the table.
+/// </summary>
+public record GetEvaluationHistoryResponse(
+    [property: JsonPropertyName("totalCount")] int TotalCount,
+    [property: JsonPropertyName("entries")] List<EvaluationHistoryEntryDto> Entries,
+    [property: JsonPropertyName("summary")] EvaluationHistorySummaryDto Summary
+);

FinlyticCore/Dtos/Trading/TradeEnums.cs

@@ -0,0 +1,110 @@
+using System.Text.Json.Serialization;
+
+namespace FinlyticCore.Dtos.Trading;
+
+[JsonConverter(typeof(JsonStringEnumConverter<ExecutionMode>))]
+public enum ExecutionMode
+{
+    SignalProposal,        // Reines Signal zur manuellen Ansicht
+    ManualTradeRepublic,   // Händisch bei Trade Republic ausgeführt
+    PaperTradingBot        // Vollautomatisch im Paper-Trading-Modus
+}
+
+[JsonConverter(typeof(JsonStringEnumConverter<TradeStatus>))]
+public enum TradeStatus
+{
+    Proposed,              // KI-geprüfter Vorschlag, wartet auf Ausführung
+    Active,                // Mindestens 1 Fill ausgeführt, Trade läuft
+    BreakEvenTriggered,    // Kurs hat TP1 erreicht, SL liegt auf Mischkurs
+    Tp1Hit,                // Teilverkauf 1 ausgeführt
+    Tp2Hit,                // Teilverkauf 2 ausgeführt
+    Closed,                // Vollständig mit Gewinn glattgestellt
+    StoppedOut,            // Durch Stop-Loss beendet
+    Invalidated,           // Kurs hat Invalidation erreicht, bevor Einstieg erfolgte
+    Expired                // Gültigkeitsfenster abgelaufen
+}
+
+[JsonConverter(typeof(JsonStringEnumConverter<InstrumentCategoryType>))]
+public enum InstrumentCategoryType
+{
+    Stock,
+    Etf,
+    TurboLong,
+    TurboShort,
+    FactorCertificate
+}
+
+/// <summary>
+/// Identifies whether an <c>EngineEvaluationSnapshotEntity</c> row was produced by the autonomous
+/// <c>OpportunityPollerBackgroundService</c> scan loop or by an on-demand, human-initiated call (Web UI
+/// "Analyze now" / <c>EngineController.EvaluateAsset</c> / <c>AnalyzeController.TriggerManualAnalysis</c>).
+/// <see cref="Unknown"/> is deliberately value <c>0</c> (the default) so that snapshot rows written before
+/// this field existed - and any future row where the caller genuinely failed to specify a source - are never
+/// silently mis-reported as one of the two real sources (Rules.md §4: no fabricated data, an honest
+/// "we don't know" beats a fabricated default of <see cref="Automatic"/>).
+/// </summary>
+[JsonConverter(typeof(JsonStringEnumConverter<TriggerSource>))]
+public enum TriggerSource
+{
+    Unknown = 0,
+    Automatic = 1,
+    Manual = 2
+}
+
+/// <summary>
+/// Classifies why a single asset evaluation in <c>TradeLifecycleService.EvaluateAssetAsync</c> did or did not
+/// result in a trade proposal. <see cref="Unknown"/> is deliberately value <c>0</c> (the default) so snapshot
+/// rows persisted before this field existed read honestly as "reason unknown" rather than fabricating a
+/// specific-looking cause (Rules.md §4). See the "DetermineOutcomeReason" doc comment in
+/// <c>TradeLifecycleService</c> for the exact priority order applied when more than one gate failed at once.
+/// </summary>
+[JsonConverter(typeof(JsonStringEnumConverter<OutcomeReason>))]
+public enum OutcomeReason
+{
+    Unknown = 0,
+
+    /// <summary>The AI reasoning gate approved the opportunity and a <c>EngineTradeProposalEntity</c> was created.</summary>
+    Approved = 1,
+
+    /// <summary>
+    /// <c>ScoringResult.CompositeScore</c> stayed below <c>Engine.MinCompositeScore</c> and the evaluation was
+    /// not forced, so the AI reasoning gate was never even consulted (a synthetic rule-based rejection was
+    /// recorded instead).
+    /// </summary>
+    BelowScoreThreshold = 2,
+
+    /// <summary>The asset is within the earnings blackout window (<c>Engine.EarningsLockoutDays</c>).</summary>
+    EarningsLockout = 3,
+
+    /// <summary>FinlyticSimulation's backtest-reliability matrix vetoed this strategy/asset combination.</summary>
+    SimulationVeto = 4,
+
+    /// <summary>
+    /// The composite score cleared the minimum threshold (or the evaluation was forced) and neither the
+    /// earnings-lockout nor the simulation-veto gate blocked it, but the AI reasoning gate itself - whether a
+    /// real AI call or one of its own rule-based fallbacks (gate disabled, webhook unreachable) - still declined.
+    /// </summary>
+    AiRejected = 5,
+
+    /// <summary>
+    /// No technical setup could be produced for the ISIN at all (FinlyticTechnicals returned nothing), or the
+    /// ISIN itself was blank - in both cases the pipeline never reached scoring, so every score field on the
+    /// snapshot is <c>0</c>/default rather than fabricated.
+    /// </summary>
+    NoTechnicalSetups = 6,
+
+    /// <summary>
+    /// Not a real rejection: the evaluation genuinely cleared every gate and the AI reasoning gate approved the
+    /// opportunity (<c>PassedAiValidation</c> on this same row is <see langword="true"/>), but an active,
+    /// non-expired <c>EngineTradeProposalEntity</c> for the same <c>UnderlyingIsin</c> already exists, so no
+    /// second, near-identical proposal row was created and no <c>finlytic/engine/proposals/created</c> MQTT
+    /// event was re-broadcast. Exists specifically to stop the autonomous scanner from spamming a fresh
+    /// proposal (and a fresh push event to every connected client) every single poll cycle for as long as one
+    /// asset stays above the approval threshold - the underlying bug this value was introduced to fix.
+    /// </summary>
+    DuplicateActiveProposal = 7,
+
+    /// <summary>The asset is within the ex-dividend blackout window (<c>Engine.DividendGateDays</c>).</summary>
+    DividendGate = 8
+}
+

FinlyticCore/FinlyticCore.csproj

@@ -9,6 +9,7 @@
     <ItemGroup>
       <PackageReference Include="Microsoft.EntityFrameworkCore" Version="10.0.9" />
       <PackageReference Include="Microsoft.EntityFrameworkCore.Abstractions" Version="10.0.9" />
+      <PackageReference Include="Microsoft.EntityFrameworkCore.Relational" Version="10.0.9" />
       <PackageReference Include="Microsoft.Extensions.Configuration.Abstractions" Version="10.0.9" />
       <PackageReference Include="Microsoft.Extensions.Configuration.Binder" Version="10.0.9" />
       <PackageReference Include="Microsoft.Extensions.Logging.Abstractions" Version="10.0.9" />

FinlyticCore/Models/Analyzer/AssetRecommendationDto.cs

@@ -1,71 +0,0 @@
-using System;
-using System.Collections.Generic;
-using System.Text.Json.Serialization;
-
-namespace FinlyticCore.Models.Analyzer;
-
-public class AssetRecommendationDto
-{
-    [JsonPropertyName("mode")]
-    public string Mode { get; set; } = "AUTO_SCREENER";
-
-    [JsonPropertyName("timestamp")]
-    public DateTime Timestamp { get; set; } = DateTime.UtcNow;
-
-    [JsonPropertyName("recommended_asset")]
-    public RecommendedAssetInfo RecommendedAsset { get; set; } = new();
-
-    [JsonPropertyName("rationale")]
-    public RecommendationRationaleInfo Rationale { get; set; } = new();
-
-    [JsonPropertyName("action_required")]
-    public string ActionRequired { get; set; } = "PROMPT_USER_FOR_MANUAL_TRADE"; // "PROMPT_USER_FOR_MANUAL_TRADE" | "NO_ACTION"
-}
-
-public class RecommendedAssetInfo
-{
-    [JsonPropertyName("symbol")]
-    public string Symbol { get; set; } = string.Empty;
-
-    [JsonPropertyName("company_name")]
-    public string CompanyName { get; set; } = string.Empty;
-
-    [JsonPropertyName("isin")]
-    public string Isin { get; set; } = string.Empty;
-
-    [JsonPropertyName("market")]
-    public string Market { get; set; } = "US_EQUITIES";
-
-    [JsonPropertyName("bias")]
-    public string Bias { get; set; } = "BULLISH"; // "BULLISH" | "BEARISH" | "NEUTRAL"
-
-    [JsonPropertyName("confidence_score")]
-    public double ConfidenceScore { get; set; }
-
-    [JsonPropertyName("timeframe")]
-    public string Timeframe { get; set; } = "1D";
-}
-
-public class RecommendationRationaleInfo
-{
-    [JsonPropertyName("pattern_detected")]
-    public string PatternDetected { get; set; } = string.Empty;
-
-    [JsonPropertyName("vix_context")]
-    public string VixContext { get; set; } = string.Empty;
-
-    [JsonPropertyName("key_technical_levels")]
-    public KeyTechnicalLevelsInfo KeyTechnicalLevels { get; set; } = new();
-
-    [JsonPropertyName("summary")]
-    public string Summary { get; set; } = string.Empty;
-}
-
-public class KeyTechnicalLevelsInfo
-{
-    [JsonPropertyName("support")]
-    public List<double> Support { get; set; } = new();
-
-    [JsonPropertyName("resistance")]
-    public List<double> Resistance { get; set; } = new();
-}

FinlyticCore/Models/Analyzer/ManualAnalysisResponseDto.cs

@@ -1,31 +0,0 @@
-using System.Text.Json.Serialization;
-using FinlyticCore.Models.Trades;
-
-namespace FinlyticCore.Models.Analyzer;
-
-/// <summary>
-/// Response payload for manual AI analysis trigger RPC.
-/// </summary>
-public class ManualAnalysisResponseDto
-{
-    [JsonPropertyName("analysisId")]
-    public string AnalysisId { get; set; } = string.Empty;
-
-    [JsonPropertyName("isTradeProposed")]
-    public bool IsTradeProposed { get; set; }
-
-    [JsonPropertyName("status")]
-    public string Status { get; set; } = "Success";
-
-    [JsonPropertyName("recommendation")]
-    public string Recommendation { get; set; } = "RECOMMENDED";
-
-    [JsonPropertyName("n8nResponse")]
-    public N8nAnalysisResponseDto? N8nResponse { get; set; }
-
-    [JsonPropertyName("proposal")]
-    public TradeProposalDto? Proposal { get; set; }
-
-    [JsonPropertyName("message")]
-    public string Message { get; set; } = string.Empty;
-}

FinlyticCore/Models/Analyzer/N8nAnalysisRequestDto.cs

@@ -1,101 +0,0 @@
-using System;
-using System.Collections.Generic;
-
-namespace FinlyticCore.Models.Analyzer;
-
-public class TargetAssetInfo
-{
-    public string Symbol { get; set; } = string.Empty; // e.g. "AAPL"
-    public string Name { get; set; } = string.Empty; // e.g. "Apple Inc."
-    public string Isin { get; set; } = string.Empty;
-    public string Sector { get; set; } = string.Empty;
-}
-
-public class MarketContextInfo
-{
-    public decimal Vix { get; set; }
-    public string MarketRegime { get; set; } = string.Empty;
-}
-
-public class FilterContextInfo
-{
-    public double ImpactScore { get; set; }
-    public string RawNewsHeadline { get; set; } = string.Empty;
-}
-
-public class UserPreferencesInfo
-{
-    public int RiskScore { get; set; } = 50; // 0 to 100
-    public string RiskTolerance { get; set; } = "Balanced";
-    public int MinTimeframeValue { get; set; } = 1;
-    public int MaxTimeframeValue { get; set; } = 7;
-    public string TimeframeUnit { get; set; } = "Tage"; // "Stunden", "Tage", "Wochen", "Monate"
-    public string TimeframeFormatted { get; set; } = "1-7 Tage";
-    public string InstrumentType { get; set; } = "Stock"; // "Stock", "KnockOut", "Option", "CFD", "Future"
-    public string UserNotes { get; set; } = string.Empty;
-}
-
-public class TradeFeedbackInfo
-{
-    public int TotalAssetTrades { get; set; }
-    public double AssetWinRate { get; set; }
-    public double AvgReturnPercent { get; set; }
-    public string LastTradeResult { get; set; } = "NONE"; // "WIN", "LOSS", "NONE"
-}
-
-public class PatternContextInfo
-{
-    public string PatternName { get; set; } = string.Empty;
-    public string? BreakoutDirection { get; set; }
-    public double? TargetPrice { get; set; }
-    public double? PotentialPercent { get; set; }
-}
-
-public class TechnicalContextInfo
-{
-    public string Rsi { get; set; } = "N/A";
-    public string SupertrendStatus { get; set; } = "N/A";
-    public string Atr { get; set; } = "N/A";
-    public double? Sma50 { get; set; }
-    public double? Sma200 { get; set; }
-    public List<PatternContextInfo> DetectedPatterns { get; set; } = new();
-}
-
-public class SentimentContextInfo
-{
-    public double AssetSentimentScore { get; set; }
-    public double SectorSentimentScore { get; set; }
-    public string NewsSentimentSummary { get; set; } = "Neutral";
-}
-
-public class FundamentalContextInfo
-{
-    public double? PeRatio { get; set; }
-    public double? ForwardPeRatio { get; set; }
-    public double? PegRatio { get; set; }
-    public double? MarketCap { get; set; }
-    public double? DebtToEquity { get; set; }
-    public double? GrossMargin { get; set; }
-    public double? NetProfitMargin { get; set; }
-    public double? ReturnOnEquity { get; set; }
-    public double? DividendYield { get; set; }
-    public double? ShortPercentOfFloat { get; set; }
-    public double? AnalystTargetMedian { get; set; }
-    public double? EvToEbitda { get; set; }
-}
-
-public class N8nAnalysisRequestDto
-{
-    public string RequestId { get; set; } = string.Empty;
-    public DateTime Timestamp { get; set; } = DateTime.UtcNow;
-    public string TriggerType { get; set; } = "AutomatedNews"; // "Manual" | "AutomatedNews"
-    
-    public TargetAssetInfo TargetAsset { get; set; } = new();
-    public MarketContextInfo MarketContext { get; set; } = new();
-    public FilterContextInfo FilterContext { get; set; } = new();
-    public UserPreferencesInfo UserPreferences { get; set; } = new();
-    public TradeFeedbackInfo TradeFeedback { get; set; } = new();
-    public TechnicalContextInfo TechnicalContext { get; set; } = new();
-    public SentimentContextInfo SentimentContext { get; set; } = new();
-    public FundamentalContextInfo FundamentalContext { get; set; } = new();
-}

FinlyticCore/Models/Analyzer/N8nAnalysisResponseDto.cs

@@ -1,39 +0,0 @@
-using System.Collections.Generic;
-
-namespace FinlyticCore.Models.Analyzer;
-
-public class N8nAnalysisResponseDto
-{
-    public string RequestId { get; set; } = string.Empty;
-    public double EvalScore { get; set; } // 0.00 to 1.00
-    public string AiDecision { get; set; } = "Proceed"; // "Proceed" | "Reject" | "Hold"
-    public string SuggestedDirection { get; set; } = "Long"; // "Long" | "Short"
-    public string AiReasoning { get; set; } = string.Empty;
-    public string SuggestedTimeframe { get; set; } = "Intraday"; // "Scalp" | "Intraday" | "Swing"
-    public string SuggestedRisk { get; set; } = "Medium"; // "Low" | "Medium" | "High"
-    
-    public ExecutionPlanInfo? ExecutionPlan { get; set; }
-    public DetailedAnalysisInfo? DetailedAnalysis { get; set; }
-}
-
-public class ExecutionPlanInfo
-{
-    public EntryZoneInfo? EntryZone { get; set; }
-    public decimal StopLoss { get; set; }
-    public List<decimal>? TakeProfitTargets { get; set; }
-    public decimal RiskRewardRatio { get; set; }
-    public decimal MaxLeverage { get; set; }
-}
-
-public class EntryZoneInfo
-{
-    public decimal Min { get; set; }
-    public decimal Max { get; set; }
-}
-
-public class DetailedAnalysisInfo
-{
-    public string TechnicalRationale { get; set; } = string.Empty;
-    public string FundamentalRationale { get; set; } = string.Empty;
-    public string RiskWarning { get; set; } = string.Empty;
-}

FinlyticCore/Models/Auth/ITradeClient.cs

@@ -1,16 +0,0 @@
-using System;
-using System.Threading.Tasks;
-using FinlyticCore.Models.Trades;
-
-namespace FinlyticCore.Models.Auth;
-
-/// <summary>
-/// Strongly typed SignalR client interface for real-time WebSocket/SSE streaming.
-/// </summary>
-public interface ITradeClient
-{
-    Task OnTradeProposed(TradeProposalDto proposal);
-    Task OnTradeUpdated(TradeHourlyUpdateDto update);
-    Task OnTradeClosed(string tradeId, decimal exitPrice, string reason);
-    Task OnNewsReceived(object newsItem);
-}

FinlyticCore/Models/Auth/RegisterRequestDto.cs

@@ -1,22 +0,0 @@
-namespace FinlyticCore.Models.Auth;
-
-/// <summary>
-/// DTO representing a request for self-registration by a new user.
-/// </summary>
-public class RegisterRequestDto
-{
-    /// <summary>
-    /// User email address.
-    /// </summary>
-    public string Email { get; set; } = string.Empty;
-
-    /// <summary>
-    /// User plain-text password.
-    /// </summary>
-    public string Password { get; set; } = string.Empty;
-
-    /// <summary>
-    /// User full name.
-    /// </summary>
-    public string FullName { get; set; } = string.Empty;
-}

FinlyticCore/Models/MqttConfiguration.cs

@@ -1,3 +1,6 @@
+using System;
+using Microsoft.Extensions.Configuration;
+
 namespace FinlyticCore.Models;
 
 /// <summary>
@@ -29,4 +32,51 @@ public class MqttConfiguration
     /// Gets or sets the password for authentication (optional).
     /// </summary>
     public string? Password { get; set; }
+
+    /// <summary>
+    /// Builds an <see cref="MqttConfiguration"/> from application configuration, understanding both the
+    /// colon-separated key style (<c>MQTT:Host</c>, used by <c>appsettings.json</c>) and the double-underscore
+    /// style (<c>MQTT__Host</c>, used by container environment variables). Every one of the eight service MQTT
+    /// clients previously duplicated this lookup inline; centralizing it here means a new configuration key
+    /// (e.g. authentication) only has to be wired up once.
+    /// </summary>
+    /// <param name="configuration">The application configuration to read MQTT settings from.</param>
+    /// <param name="defaultClientId">
+    /// The service-specific client ID prefix to fall back to when no <c>MQTT:ClientId</c>/<c>MQTT__ClientId</c>
+    /// is configured (e.g. "FinlyticAssets"). A random suffix is always appended to the resolved client ID
+    /// (whether it came from configuration or from this default) to avoid the broker rejecting a duplicate
+    /// client ID when a service reconnects or runs multiple instances.
+    /// </param>
+    /// <returns>
+    /// A populated <see cref="MqttConfiguration"/>. <see cref="Username"/> and <see cref="Password"/> are left
+    /// <see langword="null"/> unless both are actually configured, so connections to brokers without
+    /// authentication enabled remain anonymous and continue to work unchanged.
+    /// </returns>
+    /// <exception cref="ArgumentNullException">Thrown when <paramref name="configuration"/> is <see langword="null"/>.</exception>
+    public static MqttConfiguration FromConfiguration(IConfiguration configuration, string defaultClientId)
+    {
+        ArgumentNullException.ThrowIfNull(configuration);
+
+        var host = configuration["MQTT:Host"] ?? configuration["MQTT__Host"] ?? "localhost";
+        var portRaw = configuration["MQTT:Port"] ?? configuration["MQTT__Port"] ?? "1883";
+        var port = int.TryParse(portRaw, out var parsedPort) ? parsedPort : 1883;
+
+        var configuredClientId = configuration["MQTT:ClientId"] ?? configuration["MQTT__ClientId"];
+        var clientId = $"{(string.IsNullOrWhiteSpace(configuredClientId) ? defaultClientId : configuredClientId)}_{Guid.NewGuid():N}";
+
+        // Optional authentication: only set Username/Password when the broker actually requires them.
+        // The broker this system currently runs against has no authentication configured, so leaving both
+        // unset here must keep the connection anonymous (see ManagedMqttClient.ConnectAsync).
+        var username = configuration["MQTT:Username"] ?? configuration["MQTT__Username"];
+        var password = configuration["MQTT:Password"] ?? configuration["MQTT__Password"];
+
+        return new MqttConfiguration
+        {
+            Host = host,
+            Port = port,
+            ClientId = clientId,
+            Username = string.IsNullOrWhiteSpace(username) ? null : username,
+            Password = string.IsNullOrWhiteSpace(password) ? null : password
+        };
+    }
 }

FinlyticCore/Models/Settings/LogLevelEnum.cs

@@ -1,9 +0,0 @@
-namespace FinlyticCore.Models.Settings;
-
-public enum LogLevelEnum
-{
-    None,
-    Debug,
-    Info,
-    Error
-}

FinlyticCore/Models/Trades/CloseTradeRequest.cs

@@ -1,15 +0,0 @@
-using System;
-
-namespace FinlyticCore.Models.Trades;
-
-/// <summary>
-/// Request payload for manually closing an active trade via REST API.
-/// </summary>
-public class CloseTradeRequest
-{
-    public decimal UserExitPrice { get; set; }
-    public DateTime? UserExitTimestamp { get; set; }
-    public decimal ExitFee { get; set; } = 1.0m;
-    public string CloseReason { get; set; } = "ManualClosure"; // "TakeProfitHit", "StopLossHit", "ManualClosure", "TimeExpired"
-}
-

FinlyticCore/Models/Trades/TradeFeedbackRecord.cs

@@ -1,35 +0,0 @@
-using System;
-using FinlyticCore.Models.Analyzer;
-
-namespace FinlyticCore.Models.Trades;
-
-/// <summary>
-/// Structured closed trade record exported to JSON/Parquet for AI win-rate calibration feedback loops.
-/// </summary>
-public class TradeFeedbackRecord
-{
-    public string TradeId { get; set; } = string.Empty;
-    public string AnalysisId { get; set; } = string.Empty;
-    public string Sector { get; set; } = string.Empty;
-    public string Symbol { get; set; } = string.Empty;
-    public string Isin { get; set; } = string.Empty;
-    
-    public decimal EntryPrice { get; set; }
-    public decimal StopLoss { get; set; }
-    public decimal TakeProfit { get; set; }
-    public decimal UserExitPrice { get; set; }
-    
-    public decimal PnlAbsolute { get; set; }
-    public decimal PnlPercent { get; set; }
-    public bool IsWin { get; set; }
-    
-    public string CloseReason { get; set; } = string.Empty;
-    public VixMarketRegime VixRegime { get; set; }
-    public decimal VixValue { get; set; }
-    
-    public double ReactionDelayMinutes { get; set; }
-    public decimal SlippagePercent { get; set; }
-    
-    public DateTime CreatedAt { get; set; }
-    public DateTime ClosedAt { get; set; }
-}

FinlyticCore/Models/Trades/TradeProposalDto.cs

@@ -1,170 +0,0 @@
-using System;
-using System.Collections.Generic;
-using System.Text.Json.Serialization;
-using FinlyticCore.Models.Analyzer;
-
-namespace FinlyticCore.Models.Trades;
-
-/// <summary>
-/// Trade proposal generated by FinlyticAnalyzer and dispatched via MQTT QoS 2.
-/// </summary>
-public class TradeProposalDto
-{
-    [JsonPropertyName("tradeId")]
-    public string TradeId { get; set; } = string.Empty;
-
-    [JsonPropertyName("userId")]
-    public string? UserId { get; set; }
-
-    [JsonPropertyName("isGlobalProposal")]
-    public bool IsGlobalProposal { get; set; } = true;
-
-    [JsonPropertyName("status")]
-    public string Status { get; set; } = "Proposed";
-
-    [JsonPropertyName("analysisId")]
-    public string AnalysisId { get; set; } = string.Empty;
-
-    [JsonPropertyName("eventId")]
-    public string EventId { get; set; } = string.Empty;
-
-    [JsonPropertyName("sector")]
-    public string Sector { get; set; } = string.Empty;
-
-    [JsonPropertyName("symbol")]
-    public string Symbol { get; set; } = string.Empty;
-
-    [JsonPropertyName("isin")]
-    public string Isin { get; set; } = string.Empty;
-
-    [JsonPropertyName("companyName")]
-    public string CompanyName { get; set; } = string.Empty;
-    
-    [JsonPropertyName("entryPrice")]
-    public decimal EntryPrice { get; set; }
-
-    [JsonPropertyName("stopLoss")]
-    public decimal StopLoss { get; set; }
-
-    [JsonPropertyName("takeProfit")]
-    public decimal TakeProfit { get; set; }
-    
-    [JsonPropertyName("signalType")]
-    public string SignalType { get; set; } = "BUY"; // "BUY", "SELL"
-
-    [JsonPropertyName("riskTolerance")]
-    public string RiskTolerance { get; set; } = "Moderate"; // "Conservative", "Moderate", "Aggressive"
-
-    [JsonPropertyName("timeframe")]
-    public string Timeframe { get; set; } = "1D"; // "1H", "4H", "1D", "1W"
-
-    [JsonPropertyName("instrumentType")]
-    public string InstrumentType { get; set; } = "Stock"; // "Stock", "Option", "CFD", "Crypto"
-
-    [JsonPropertyName("assetType")]
-    public string AssetType { get; set; } = "stock"; // "stock", "etf", "crypto", "bond"
-
-    [JsonPropertyName("hasCfd")]
-    public bool HasCfd { get; set; }
-
-    [JsonPropertyName("derivativeProductCategories")]
-    public List<string> DerivativeProductCategories { get; set; } = new();
-
-    [JsonPropertyName("derivativeIsin")]
-    public string? DerivativeIsin { get; set; }
-    
-    [JsonPropertyName("winRate")]
-    public double WinRate { get; set; }
-
-    [JsonPropertyName("vixRegime")]
-    public VixMarketRegime VixRegime { get; set; }
-
-    [JsonPropertyName("vixValue")]
-    public decimal VixValue { get; set; }
-    
-    [JsonPropertyName("ttlMinutes")]
-    public int TtlMinutes { get; set; } = 60;
-
-    [JsonPropertyName("reasoning")]
-    public string Reasoning { get; set; } = string.Empty;
-    
-    // --- New Fields for Detailed Execution & Rationale ---
-    [JsonPropertyName("entryZoneMin")]
-    public decimal? EntryZoneMin { get; set; }
-
-    [JsonPropertyName("entryZoneMax")]
-    public decimal? EntryZoneMax { get; set; }
-
-    [JsonPropertyName("takeProfitTargets")]
-    public List<decimal>? TakeProfitTargets { get; set; }
-
-    [JsonPropertyName("riskRewardRatio")]
-    public decimal? RiskRewardRatio { get; set; }
-
-    [JsonPropertyName("maxLeverage")]
-    public decimal? MaxLeverage { get; set; }
-    
-    [JsonPropertyName("technicalRationale")]
-    public string TechnicalRationale { get; set; } = string.Empty;
-
-    [JsonPropertyName("fundamentalRationale")]
-    public string FundamentalRationale { get; set; } = string.Empty;
-
-    [JsonPropertyName("riskWarning")]
-    public string RiskWarning { get; set; } = string.Empty;
-
-    // --- Real Trade Execution Data ---
-    [JsonPropertyName("actualEntryPrice")]
-    public decimal? ActualEntryPrice { get; set; }
-
-    [JsonPropertyName("positionSize")]
-    public decimal? PositionSize { get; set; }
-
-    [JsonPropertyName("leverageUsed")]
-    public decimal? LeverageUsed { get; set; }
-
-    [JsonPropertyName("entryFee")]
-    public decimal? EntryFee { get; set; }
-
-    [JsonPropertyName("exitFee")]
-    public decimal? ExitFee { get; set; }
-
-    [JsonPropertyName("executionTimestamp")]
-    public DateTime? ExecutionTimestamp { get; set; }
-
-    [JsonPropertyName("quantity")]
-    public decimal? Quantity { get; set; }
-
-    [JsonPropertyName("knockoutThreshold")]
-    public decimal? KnockoutThreshold { get; set; }
-
-    [JsonPropertyName("isRecurring")]
-    public bool IsRecurring { get; set; } = false;
-
-    [JsonPropertyName("currentPrice")]
-    public decimal? CurrentPrice { get; set; }
-
-    [JsonPropertyName("pnlAbsolute")]
-    public decimal? PnlAbsolute { get; set; }
-
-    [JsonPropertyName("pnlPercent")]
-    public decimal? PnlPercent { get; set; }
-
-    [JsonPropertyName("closeReason")]
-    public string? CloseReason { get; set; }
-
-    [JsonPropertyName("userExitTimestamp")]
-    public DateTime? UserExitTimestamp { get; set; }
-
-    [JsonPropertyName("hasPendingExitAlert")]
-    public bool HasPendingExitAlert { get; set; } = false;
-
-    [JsonPropertyName("pendingExitReason")]
-    public string? PendingExitReason { get; set; }
-
-    [JsonPropertyName("hourlyUpdates")]
-    public List<TradeHourlyUpdateDto>? HourlyUpdates { get; set; }
-
-    [JsonPropertyName("createdAt")]
-    public DateTime CreatedAt { get; set; } = DateTime.UtcNow;
-}

FinlyticCore/Models/Trades/TradeStatus.cs

@@ -1,14 +0,0 @@
-namespace FinlyticCore.Models.Trades;
-
-/// <summary>
-/// Status of a proposed/active trade lifecycle.
-/// </summary>
-public enum TradeStatus
-{
-    Proposed = 0,
-    Active = 1,
-    Closed = 2,
-    Expired = 3,
-    Rejected = 4,
-    Invalidated = 5
-}

FinlyticCore/Project.md

@@ -1,32 +0,0 @@
-# FinlyticCore Library
-
-`FinlyticCore` is the central shared class library for the Finlytic microservice architecture. It provides standardized data transfer objects (DTOs), domain models, MQTT communication primitives (`ManagedMqttClient`), and .NET 8 JSON Source Generators.
-
----
-
-## Key Modules & Components
-
-1. **`ManagedMqttClient`**:
-   - Resilient MQTT wrapper handling auto-reconnect, structured JSON publishing, topic subscription management, and synchronous Request-Reply (RPC) execution over MQTT.
-
-2. **`FinlyticJsonSerializerContext`**:
-   - .NET 8 Source Generator context (`[JsonSourceGenerationOptions]`, `[JsonSerializable]`) for reflection-free, zero-allocation UTF-8 JSON serialization across MQTT messages.
-
-3. **Domain Models & DTOs**:
-   - `Dtos/News`: `NewsArticleDto`, `DiscoveredArticle`, `MatchedAssetDto`, `FinBertResultDto`.
-   - `Dtos/Fundamentals`: `AssetFundamentalsDto`, `CorporateEventDto`.
-   - `Dtos/TechnicalAnalysis`: `CandleDto`, `ChartPatternDto`, `IndicatorValuesDto`, `MarketRegimeDto`, `StrategySignalDto`, `TechnicalAnalysisDto`.
-   - `Dtos/Sentiment`: `IsinSentimentSummaryDto`, `SectorSentimentSummaryDto`.
-   - `Models/Trades`: `TradeProposalDto`, `CloseTradeRequest`, `TradeHourlyUpdateDto`, `TradeFeedbackRecord`, `TradeStatus`.
-
----
-
-## Feature Status
-
-### Implemented Features
-- [x] Centralized DTO definitions shared across all C# microservices.
-- [x] Zero-allocation .NET 8 JSON Source Generation for all MQTT payloads.
-- [x] Resilient MQTT RPC engine (`ExecuteRpcAsync`).
-
-### Planned Features
-- [ ] Binary Protocol Buffers (protobuf) serialization option for ultra-low latency internal MQTT streaming.

FinlyticCore/Services/FinlyticLogger/FinlyticLogger.cs

@@ -1,4 +1,6 @@
 using System;
+using System.Globalization;
+using System.Text.RegularExpressions;
 using System.Threading.Tasks;
 using FinlyticCore.Dtos.Logging;
 using FinlyticCore.Models.Settings;
@@ -77,31 +79,58 @@ public class FinlyticLogger<TContextClass> : IFinlyticLogger<TContextClass>
         _settingsService = settingsService ?? throw new ArgumentNullException(nameof(settingsService));
     }
 
+    // Matches a structured-logging placeholder like "{CorrelationId}" or "{Score:F1}" - named-placeholder
+    // syntax as consumed by ILogger.Log's message templates, NOT .NET's positional composite-format syntax
+    // ("{0}", "{1}") that string.Format expects.
+    private static readonly Regex PlaceholderPattern = new(@"\{([^{}:]+)(:[^{}]+)?\}", RegexOptions.Compiled);
+
+    /// <summary>
+    /// Substitutes every named placeholder in <paramref name="message"/> with the corresponding entry of
+    /// <paramref name="args"/>, in order of appearance - the same positional mapping
+    /// <c>ILogger.LogInformation(message, args)</c> itself performs internally for structured-logging message
+    /// templates. <c>string.Format(message, args)</c> (the previous implementation) expects numeric
+    /// placeholders ("{0}") instead, throws a <see cref="FormatException"/> on a named one like
+    /// "{CorrelationId}", and the broadcast silently fell back to the raw, unsubstituted template - which is
+    /// exactly what showed up in the live log console instead of the real value.
+    /// </summary>
+    private static string FormatLogMessage(string message, object[]? args)
+    {
+        if (string.IsNullOrEmpty(message) || args == null || args.Length == 0) return message;
+
+        int argIndex = 0;
+        return PlaceholderPattern.Replace(message, match =>
+        {
+            if (argIndex >= args.Length) return match.Value;
+
+            var value = args[argIndex++];
+            var formatSpec = match.Groups[2].Value; // e.g. ":F2", or "" when the template has no format spec.
+
+            if (!string.IsNullOrEmpty(formatSpec) && value is IFormattable formattable)
+            {
+                try
+                {
+                    return formattable.ToString(formatSpec.TrimStart(':'), CultureInfo.InvariantCulture);
+                }
+                catch (FormatException)
+                {
+                    // Fall through to a plain ToString() rather than losing the value entirely.
+                }
+            }
+
+            return value?.ToString() ?? "null";
+        });
+    }
+
     private void DispatchBroadcast(SettingKey<bool> channelKey, LogLevel level, string message, Exception? exception, params object[] args)
     {
-        try
+        FinlyticLogBroadcaster.Broadcast(new LogMessageDto(
-        {
+            Timestamp: DateTime.UtcNow,
-            string formattedMsg = args != null && args.Length > 0 ? string.Format(message, args) : message;
+            ServiceName: ServiceName,
-            FinlyticLogBroadcaster.Broadcast(new LogMessageDto(
+            Channel: channelKey.Name,
-                Timestamp: DateTime.UtcNow,
+            Level: level.ToString(),
-                ServiceName: ServiceName,
+            Message: FormatLogMessage(message, args),
-                Channel: channelKey.Name,
+            Exception: exception?.ToString()
-                Level: level.ToString(),
+        ));
-                Message: formattedMsg,
-                Exception: exception?.ToString()
-            ));
-        }
-        catch
-        {
-            FinlyticLogBroadcaster.Broadcast(new LogMessageDto(
-                Timestamp: DateTime.UtcNow,
-                ServiceName: ServiceName,
-                Channel: channelKey.Name,
-                Level: level.ToString(),
-                Message: message,
-                Exception: exception?.ToString()
-            ));
-        }
     }
 
     #region Debug

FinlyticCore/Services/Settings/SettingsService.cs

@@ -108,11 +108,10 @@ public class SettingsService : ISettingsService
         IEnumerable<Type>? customKeyHolders = null,
         CancellationToken cancellationToken = default)
     {
-        var holderTypes = new List<Type> { typeof(CoreSettingKeys) };
+        var isCustomScoped = customKeyHolders != null && customKeyHolders.Any();
-        if (customKeyHolders != null)
+        var holderTypes = isCustomScoped
-        {
+            ? customKeyHolders!.ToList()
-            holderTypes.AddRange(customKeyHolders);
+            : new List<Type> { typeof(CoreSettingKeys) };
-        }
 
         var resultList = new List<DynamicSettingDto>();
         var seenKeys = new HashSet<string>(StringComparer.OrdinalIgnoreCase);
@@ -154,34 +153,37 @@ public class SettingsService : ISettingsService
             }
         }
 
-        // 2. Prüfen, ob in der DB weitere gespeicherte Settings existieren, die nicht im Code deklariert sind
+        // 2. Prüfen, ob in der DB weitere gespeicherte Settings existieren (nur wenn nicht strikt auf custom KeyHolders begrenzt)
-        try
+        if (!isCustomScoped)
         {
-            await using var scope = _scopeFactory.CreateAsyncScope();
+            try
-            var dbContext = scope.ServiceProvider.GetService<ISettingsDbContext>();
-            if (dbContext != null)
             {
-                var dbSettings = await dbContext.DynamicSettings.AsNoTracking().ToListAsync(cancellationToken);
+                await using var scope = _scopeFactory.CreateAsyncScope();
-                foreach (var dbSetting in dbSettings)
+                var dbContext = scope.ServiceProvider.GetService<ISettingsDbContext>();
+                if (dbContext != null)
                 {
-                    if (!seenKeys.Contains(dbSetting.Key))
+                    var dbSettings = await dbContext.DynamicSettings.AsNoTracking().ToListAsync(cancellationToken);
+                    foreach (var dbSetting in dbSettings)
                     {
-                        seenKeys.Add(dbSetting.Key);
+                        if (!seenKeys.Contains(dbSetting.Key))
-                        var (inferredVal, inferredType) = InferJsonValueAndType(dbSetting.ValueJson);
+                        {
-                        resultList.Add(new DynamicSettingDto(
+                            seenKeys.Add(dbSetting.Key);
-                            Key: dbSetting.Key,
+                            var (inferredVal, inferredType) = InferJsonValueAndType(dbSetting.ValueJson);
-                            Value: inferredVal,
+                            resultList.Add(new DynamicSettingDto(
-                            Type: inferredType,
+                                Key: dbSetting.Key,
-                            Description: FormatDescriptionFromKey(dbSetting.Key),
+                                Value: inferredVal,
-                            UpdatedAt: dbSetting.LastUpdatedUtc
+                                Type: inferredType,
-                        ));
+                                Description: FormatDescriptionFromKey(dbSetting.Key),
+                                UpdatedAt: dbSetting.LastUpdatedUtc
+                            ));
+                        }
                     }
                 }
             }
-        }
+            catch (Exception ex)
-        catch (Exception ex)
+            {
-        {
+                _logger?.LogWarning(ex, "[SettingsService] Error reading database settings during GetAllRegisteredSettingsAsync.");
-            _logger?.LogWarning(ex, "[SettingsService] Error reading database settings during GetAllRegisteredSettingsAsync.");
+            }
         }
 
         return resultList.OrderBy(s => s.Key).ToList();

FinlyticCore/Services/Yahoo/YahooFinanceScraper.cs

@@ -8,7 +8,7 @@ using FinlyticCore.Dtos.Fundamentals;
 using FinlyticCore.Dtos.Yahoo;
 using FinlyticCore.Models.Settings;
 using FinlyticCore.Services;
-using FinlyticCore.Utils;
+using FinlyticCore.Util;
 using Microsoft.Extensions.Configuration;
 
 namespace FinlyticCore.Services.Yahoo;

FinlyticCore/Util/CryptoSubtitleResolver.cs

@@ -2,7 +2,7 @@ using System.Collections.Concurrent;
 using System.Text.RegularExpressions;
 using Npgsql;
 
-namespace FinlyticCore.Utils;
+namespace FinlyticCore.Util;
 
 /// <summary>
 /// Resolves the crypto subtitle/ticker (e.g. "BTC", "ETH", "SOL") for Trade Republic internal ISINs starting with 'X'.

FinlyticCore/Util/FinlyticJsonSerializerContext.cs

@@ -6,9 +6,8 @@ using FinlyticCore.Dtos.Sentiment;
 using FinlyticCore.Dtos.TechnicalAnalysis;
 using FinlyticCore.Dtos.Yahoo;
 using FinlyticCore.Models.Trades;
-using FinlyticCore.Models.Analyzer;
 using System.Collections.Generic;
-using FinlyticAssets.Models;
+using FinlyticCore.Models.Assets;
 
 namespace FinlyticCore.Util;
 
@@ -16,18 +15,11 @@ namespace FinlyticCore.Util;
     WriteIndented = false,
     PropertyNamingPolicy = JsonKnownNamingPolicy.CamelCase,
     DefaultIgnoreCondition = JsonIgnoreCondition.WhenWritingNull)]
-[JsonSerializable(typeof(TradeProposalDto))]
-[JsonSerializable(typeof(List<TradeProposalDto>))]
 [JsonSerializable(typeof(FinlyticCore.Dtos.Logging.LogMessageDto))]
 [JsonSerializable(typeof(List<FinlyticCore.Dtos.Logging.LogMessageDto>))]
 [JsonSerializable(typeof(TradeAcceptanceDto))]
 [JsonSerializable(typeof(List<TradeAcceptanceDto>))]
-[JsonSerializable(typeof(CloseTradeRequest))]
-[JsonSerializable(typeof(ManualAnalysisResponseDto))]
-[JsonSerializable(typeof(N8nAnalysisResponseDto))]
 [JsonSerializable(typeof(TradeHourlyUpdateDto))]
-[JsonSerializable(typeof(TradeFeedbackRecord))]
-[JsonSerializable(typeof(List<TradeFeedbackRecord>))]
 [JsonSerializable(typeof(NewsArticleDto))]
 [JsonSerializable(typeof(List<NewsArticleDto>))]
 [JsonSerializable(typeof(DiscoveredArticle))]
@@ -52,9 +44,12 @@ namespace FinlyticCore.Util;
 [JsonSerializable(typeof(IsinSentimentSummaryDto))]
 [JsonSerializable(typeof(IsinAnalysisEntry))]
 [JsonSerializable(typeof(SectorSentimentSummaryDto))]
+[JsonSerializable(typeof(GetSentimentByIsinRequest))]
+[JsonSerializable(typeof(GetSectorSentimentRequest))]
 
 [JsonSerializable(typeof(CandleDto))]
 [JsonSerializable(typeof(List<CandleDto>))]
+[JsonSerializable(typeof(IReadOnlyList<CandleDto>))]
 [JsonSerializable(typeof(ChartPatternDto))]
 [JsonSerializable(typeof(List<ChartPatternDto>))]
 [JsonSerializable(typeof(IndicatorValuesDto))]
@@ -62,6 +57,9 @@ namespace FinlyticCore.Util;
 [JsonSerializable(typeof(MarketRegimeDto))]
 [JsonSerializable(typeof(StrategySignalDto))]
 [JsonSerializable(typeof(List<StrategySignalDto>))]
+[JsonSerializable(typeof(StrategyResultDto))]
+[JsonSerializable(typeof(List<StrategyResultDto>))]
+[JsonSerializable(typeof(UniverseSource))]
 [JsonSerializable(typeof(TechnicalAnalysisDto))]
 [JsonSerializable(typeof(LivePriceDto))]
 [JsonSerializable(typeof(string))]
@@ -79,13 +77,75 @@ namespace FinlyticCore.Util;
 [JsonSerializable(typeof(AnalyzeSentimentRequest))]
 [JsonSerializable(typeof(EmptyRequest))]
 [JsonSerializable(typeof(GetEventsByMonthRequest))]
-[JsonSerializable(typeof(ManualAnalysisRpcRequest))]
+[JsonSerializable(typeof(GetTradeProposalsRequest))]
+[JsonSerializable(typeof(GetActiveTradesRequest))]
+[JsonSerializable(typeof(EvaluateAssetRequest))]
+[JsonSerializable(typeof(AddTradeFillRequest))]
+[JsonSerializable(typeof(UpdateTradeStopLossRequest))]
+[JsonSerializable(typeof(CloseEngineTradeRequest))]
+[JsonSerializable(typeof(AcceptTradeProposalRequest))]
+[JsonSerializable(typeof(CreateManualTradeRequest))]
+[JsonSerializable(typeof(RpcFaultCode))]
+[JsonSerializable(typeof(RpcErrorResponse))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.ExecutionMode))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.TradeStatus))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.InstrumentCategoryType))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.TradeProposalDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Trading.TradeProposalDto>))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.AssetEvaluationResultDto))]
+
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.DerivativeSelectionDto))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.AiValidationResultDto))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.ValidationSource))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.TradeFillDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Trading.TradeFillDto>))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.ActiveTradeDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Trading.ActiveTradeDto>))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.TriggerSource))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.OutcomeReason))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.GetEvaluationHistoryRequest))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.EvaluationHistoryEntryDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Trading.EvaluationHistoryEntryDto>))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.OutcomeReasonCountDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Trading.OutcomeReasonCountDto>))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.EvaluationHistorySummaryDto))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Trading.GetEvaluationHistoryResponse))]
+
+// Simulation DTOs
+[JsonSerializable(typeof(FinlyticCore.Dtos.Simulation.BacktestRequestDto))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Simulation.BacktestTradeDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Simulation.BacktestTradeDto>))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Simulation.EquityPointDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Simulation.EquityPointDto>))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Simulation.BacktestReportDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Simulation.BacktestReportDto>))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Simulation.StrategyAssetReliabilityDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Simulation.StrategyAssetReliabilityDto>))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Simulation.GetReliabilityRequest))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Simulation.GetBacktestHistoryRequest))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Simulation.BacktestHistoryEntryDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Simulation.BacktestHistoryEntryDto>))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Simulation.GetBacktestRunDetailRequest))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Simulation.GetStrategyParametersRequest))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Simulation.SaveStrategyParametersRequest))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Simulation.StrategyParameterProfileDto))]
+
+// Bot DTOs
+[JsonSerializable(typeof(FinlyticCore.Dtos.Bot.BotExecutionVenue))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Bot.BotPositionStatus))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Bot.BotTradeOrderDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Bot.BotTradeOrderDto>))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Bot.AccountSummaryDto))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Bot.ExecuteProposalRequest))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Bot.BotPortfolioSnapshotDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Bot.BotPortfolioSnapshotDto>))]
+
 
 [JsonSerializable(typeof(ServiceHealthResponse))]
+
 [JsonSerializable(typeof(List<ServiceHealthResponse>))]
 [JsonSerializable(typeof(FetchLogoResponse))]
 [JsonSerializable(typeof(Dictionary<string, string>))]
-[JsonSerializable(typeof(ServiceConfigUpdatePayload))]
 [JsonSerializable(typeof(FinlyticCore.Dtos.Assets.AssetDto))]
 [JsonSerializable(typeof(List<FinlyticCore.Dtos.Assets.AssetDto>))]
 [JsonSerializable(typeof(FinlyticCore.Dtos.Assets.StockDto))]
@@ -93,12 +153,14 @@ namespace FinlyticCore.Util;
 [JsonSerializable(typeof(FinlyticCore.Dtos.Assets.CryptoDto))]
 [JsonSerializable(typeof(FinlyticCore.Dtos.Assets.BondDto))]
 [JsonSerializable(typeof(FinlyticCore.Dtos.Assets.DerivativeDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Assets.DerivativeDto>))]
 [JsonSerializable(typeof(FinlyticCore.Dtos.Assets.SyntheticDto))]
 [JsonSerializable(typeof(FinlyticCore.Dtos.Assets.TagDto))]
 [JsonSerializable(typeof(FinlyticCore.Models.Assets.GetValidAssetRequest))]
 [JsonSerializable(typeof(FinlyticCore.Models.Assets.SearchAssetsRequest))]
 [JsonSerializable(typeof(FinlyticCore.Models.Assets.GetDiscoveryAssetsRequest))]
 [JsonSerializable(typeof(FinlyticCore.Models.Assets.GetDerivativesRequest))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.TradeRepublic.TradeRepublicPriceTick))]
 [JsonSerializable(typeof(FinlyticCore.Dtos.TradeRepublic.TradeRepublicTickerResponse))]
 [JsonSerializable(typeof(FinlyticCore.Dtos.TradeRepublic.TradeRepublicTickerRequest))]
 [JsonSerializable(typeof(FinlyticCore.Dtos.TradeRepublic.TradeRepublicConnectRequest))]
@@ -149,8 +211,19 @@ namespace FinlyticCore.Util;
 [JsonSerializable(typeof(YahooQuoteResultWrapperDto))]
 [JsonSerializable(typeof(YahooQuoteItemDto))]
 [JsonSerializable(typeof(List<AssetIndex>))]
-[JsonSerializable(typeof(N8nAnalysisRequestDto))]
 [JsonSerializable(typeof(TickMessageDto))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Settings.DynamicSettingDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Settings.DynamicSettingDto>))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Bot.BotStatusDto))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Bot.BotTradeOrderDto))]
+[JsonSerializable(typeof(List<FinlyticCore.Dtos.Bot.BotTradeOrderDto>))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Bot.AccountSummaryDto))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Bot.ExecuteProposalRequest))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Bot.UpdateBotSettingsRequest))]
+[JsonSerializable(typeof(FinlyticCore.Dtos.Bot.PanicCloseResultDto))]
+[JsonSerializable(typeof(Dictionary<string, object?>))]
+[JsonSerializable(typeof(Dictionary<string, string>))]
+[JsonSerializable(typeof(List<string>))]
 public partial class FinlyticJsonSerializerContext : JsonSerializerContext
 {
 }

FinlyticCore/Util/ManagedMqttClient.cs

@@ -1,10 +1,12 @@
 using System;
 using System.Collections.Concurrent;
+using System.Collections.Generic;
 using System.Text;
 using System.Text.Json;
 using System.Text.Json.Serialization;
 using System.Threading;
 using System.Threading.Tasks;
+using FinlyticCore.Dtos;
 using FinlyticCore.Models;
 using FinlyticCore.Models.Settings;
 using FinlyticCore.Services;
@@ -15,11 +17,19 @@ namespace FinlyticCore.Util;
 
 /// <summary>
 /// An abstract, resilient MQTT client wrapper designed for microservice architectures.
-/// Handles automatic reconnection, structured JSON publishing, thread-safe subscription management, and synchronous Request-Reply (RPC).
+/// Handles automatic reconnection, structured JSON publishing, thread-safe subscription management,
+/// typed/generic message handling, and synchronous Request-Reply (RPC).
 /// Supports channel-controlled logging via <see cref="CoreSettingKeys.MqttChannel"/>.
 /// </summary>
 public abstract class ManagedMqttClient : IDisposable
 {
+    protected static readonly JsonSerializerOptions DefaultJsonOptions = new()
+    {
+        PropertyNameCaseInsensitive = true,
+        PropertyNamingPolicy = JsonNamingPolicy.CamelCase,
+        DefaultIgnoreCondition = JsonIgnoreCondition.WhenWritingNull
+    };
+
     private readonly ILogger<ManagedMqttClient> _logger;
     private readonly ISettingsService? _settingsService;
     private readonly IFinlyticLogger<ManagedMqttClient>? _finlyticLogger;
@@ -29,6 +39,27 @@ public abstract class ManagedMqttClient : IDisposable
     // Tracks pending RPC requests waiting for a specific correlation ID reply
     private readonly ConcurrentDictionary<string, TaskCompletionSource<string>> _pendingRequests = new();
 
+    /// <summary>
+    /// Literal suffix appended to a normal RPC response topic to build its "fault" sibling topic, e.g.
+    /// <c>services/response/{channel}/{correlationId}/error</c>. Publishing faults on a distinct topic (instead
+    /// of on the regular response topic with some in-payload error marker) lets a caller recognize a fault
+    /// deterministically from the topic string alone, before ever attempting to deserialize the body as the
+    /// expected <c>TResponse</c> — which matters because a generic RPC client has no way to heuristically tell a
+    /// legitimate <c>TResponse</c> payload apart from an error payload shaped like something else.
+    /// It also makes the scheme degrade safely across a rolling deployment: an old client (pre-dating this
+    /// suffix) that receives a new server's fault message extracts "error" as a bogus correlation ID, finds no
+    /// matching pending request, and simply falls through — it keeps waiting and eventually times out exactly as
+    /// it did before this feature existed, instead of crashing or misinterpreting the payload. Symmetrically, a
+    /// new client talking to an old server that never publishes this topic at all simply times out as before.
+    /// </summary>
+    private const string ErrorTopicSuffix = "/error";
+
+    // Tracks registered topic handlers for direct routing
+    private readonly ConcurrentDictionary<string, List<Func<string, string, Task>>> _topicHandlers = new(StringComparer.OrdinalIgnoreCase);
+
+    // Tracks all active topic filters for automatic re-subscription on reconnect
+    private readonly ConcurrentDictionary<string, bool> _subscribedTopics = new(StringComparer.OrdinalIgnoreCase);
+
     /// <summary>
     /// Gets a value indicating whether the client is currently connected to the MQTT broker.
     /// </summary>
@@ -89,7 +120,6 @@ public abstract class ManagedMqttClient : IDisposable
     /// <summary>
     /// Establishes a connection to the MQTT broker and initializes the background auto-reconnection loop.
     /// </summary>
-    /// <param name="config">The network and credential configuration options for the broker.</param>
     public async Task ConnectAsync(MqttConfiguration config)
     {
         if (IsConnected)
@@ -116,6 +146,7 @@ public abstract class ManagedMqttClient : IDisposable
             await _mqttClient.ConnectAsync(options, _cts.Token);
             await LogMqttInfoAsync("Successfully connected to MQTT broker.");
             
+            await ResubscribeAllAsync();
             await OnConnectedAsync();
         }
         catch (Exception ex)
@@ -124,14 +155,22 @@ public abstract class ManagedMqttClient : IDisposable
         }
     }
 
+    private bool _disposed;
+
     /// <summary>
     /// Gracefully disconnects from the broker and stops all ongoing background loops.
     /// </summary>
     public async Task DisconnectAsync()
     {
+        if (_disposed) return;
+        
         if (_cts != null)
         {
-            await _cts.CancelAsync();
+            try
+            {
+                await _cts.CancelAsync();
+            }
+            catch (ObjectDisposedException) { }
         }
 
         if (_mqttClient.IsConnected)
@@ -152,18 +191,269 @@ public abstract class ManagedMqttClient : IDisposable
     }
 
     /// <summary>
-    /// Subscribes to a specific MQTT topic filter.
+    /// Subscribes to a specific MQTT topic filter without attaching a direct handler.
     /// </summary>
-    /// <param name="topic">The topic pattern or wildcard to subscribe to.</param>
+    public async Task SubscribeAsync(string topic, bool noLocal = false)
-    /// <param name="noLocal">If set to <c>true</c>, the broker will not forward messages published by this client back to itself.</param>
-    protected async Task SubscribeAsync(string topic, bool noLocal = false)
     {
+        _subscribedTopics[topic] = noLocal;
+
         if (!IsConnected)
         {
-            _logger.LogWarning("Subscription to topic '{Topic}' delayed: Client is currently offline.", topic);
+            _logger.LogWarning("Subscription to topic '{Topic}' queued: Client is currently offline.", topic);
             return;
         }
 
+        await ExecuteSubscriptionAsync(topic, noLocal);
+    }
+
+    /// <summary>
+    /// Subscribes to a specific MQTT topic filter and maps an asynchronous raw string handler (topic, payload).
+    /// </summary>
+    public async Task SubscribeAsync(string topic, Func<string, string, Task> handler, bool noLocal = false)
+    {
+        RegisterTopicHandler(topic, handler);
+        await SubscribeAsync(topic, noLocal);
+    }
+
+    /// <summary>
+    /// Subscribes to a specific MQTT topic filter and maps a synchronous raw string handler (topic, payload).
+    /// </summary>
+    public async Task SubscribeAsync(string topic, Action<string, string> handler, bool noLocal = false)
+    {
+        RegisterTopicHandler(topic, (t, p) => { handler(t, p); return Task.CompletedTask; });
+        await SubscribeAsync(topic, noLocal);
+    }
+
+    /// <summary>
+    /// Subscribes to a specific MQTT topic filter and maps an asynchronous handler receiving the raw payload string.
+    /// </summary>
+    public async Task SubscribeAsync(string topic, Func<string, Task> handler, bool noLocal = false)
+    {
+        RegisterTopicHandler(topic, (_, p) => handler(p));
+        await SubscribeAsync(topic, noLocal);
+    }
+
+    /// <summary>
+    /// Subscribes to a specific MQTT topic filter, automatically deserializes the JSON payload into <typeparamref name="TPayload"/>,
+    /// extracts the correlation ID, and invokes the asynchronous handler with (payload, topic, correlationId).
+    /// </summary>
+    public async Task SubscribeAsync<TPayload>(string topic, Func<TPayload?, string, string, Task> handler, bool noLocal = false)
+    {
+        RegisterTopicHandler(topic, async (t, p) =>
+        {
+            var data = DeserializePayload<TPayload>(p);
+            var correlationId = ExtractCorrelationId(t);
+            await handler(data, t, correlationId);
+        });
+        await SubscribeAsync(topic, noLocal);
+    }
+
+    /// <summary>
+    /// Subscribes to a specific MQTT topic filter, automatically deserializes the JSON payload into <typeparamref name="TPayload"/>,
+    /// extracts the correlation ID, and invokes the synchronous handler with (payload, topic, correlationId).
+    /// </summary>
+    public async Task SubscribeAsync<TPayload>(string topic, Action<TPayload?, string, string> handler, bool noLocal = false)
+    {
+        RegisterTopicHandler(topic, (t, p) =>
+        {
+            var data = DeserializePayload<TPayload>(p);
+            var correlationId = ExtractCorrelationId(t);
+            handler(data, t, correlationId);
+            return Task.CompletedTask;
+        });
+        await SubscribeAsync(topic, noLocal);
+    }
+
+    /// <summary>
+    /// Registers a server-side RPC handler that listens on a request topic (e.g. "services/request/assets_Get/#"),
+    /// executes the delegate, and publishes the returned <typeparamref name="TResponse"/> to "services/response/{channel}/{correlationId}".
+    /// If the request payload cannot be deserialized into <typeparamref name="TRequest"/>, or if
+    /// <paramref name="handler"/> throws, no response is silently dropped: a typed <see cref="RpcErrorResponse"/>
+    /// fault is published instead (see <see cref="PublishRpcFaultAsync"/>), so a caller using
+    /// <see cref="SendRpcRequestAsync{TResponse,TRequest}"/> observes a specific fault instead of only ever
+    /// hitting its request timeout.
+    /// </summary>
+    public async Task SubscribeRpcAsync<TRequest, TResponse>(string requestTopic, Func<TRequest?, string, Task<TResponse>> handler, bool noLocal = false)
+    {
+        RegisterTopicHandler(requestTopic, async (t, p) =>
+        {
+            var correlationId = ExtractCorrelationId(t);
+            if (string.IsNullOrEmpty(correlationId)) return;
+
+            var segments = t.Split('/', StringSplitOptions.RemoveEmptyEntries);
+            var channel = segments.Length >= 3 ? segments[2] : "unknown";
+            var responseTopic = MqttTopics.ResponseTopic(channel, correlationId);
+
+            TRequest? req;
+            try
+            {
+                req = DeserializePayload<TRequest>(p);
+            }
+            catch (Exception ex)
+            {
+                await PublishRpcFaultAsync(responseTopic, RpcFaultCode.InvalidArgument,
+                    "The request payload could not be parsed.", ex);
+                return;
+            }
+
+            TResponse result;
+            try
+            {
+                result = await handler(req, correlationId);
+            }
+            catch (Exception ex)
+            {
+                await PublishRpcFaultAsync(responseTopic, ClassifyFault(ex), SafeFaultMessage(ex), ex);
+                return;
+            }
+
+            await PublishAsync(responseTopic, result);
+        });
+        await SubscribeAsync(requestTopic, noLocal);
+    }
+
+    /// <summary>
+    /// Maps an exception thrown by an RPC handler onto the small, coarse <see cref="RpcFaultCode"/> set so the
+    /// caller-side <see cref="SendRpcRequestAsync{TResponse,TRequest}"/> can reconstruct an equivalent standard
+    /// .NET exception type across the MQTT boundary (see <see cref="RpcFaultCode"/> for the mapping rationale).
+    /// </summary>
+    /// <param name="ex">The exception thrown by the RPC handler.</param>
+    /// <returns>The fault classification to report to the caller.</returns>
+    private static RpcFaultCode ClassifyFault(Exception ex) => ex switch
+    {
+        ArgumentException => RpcFaultCode.InvalidArgument,
+        KeyNotFoundException => RpcFaultCode.NotFound,
+        UnauthorizedAccessException => RpcFaultCode.Unauthorized,
+        InvalidOperationException => RpcFaultCode.Conflict,
+        _ => RpcFaultCode.Internal
+    };
+
+    /// <summary>
+    /// Produces the message text that is safe to place on the (currently unauthenticated) MQTT broker for a
+    /// given RPC handler exception. Exceptions that already carry a deliberately-authored, business-facing
+    /// message (the four types <see cref="ClassifyFault"/> recognizes) are passed through as-is; anything else
+    /// is replaced with a generic message, since it may be an unexpected infrastructure failure whose message
+    /// could contain internal details. The original exception (including its stack trace) is always logged
+    /// locally by <see cref="PublishRpcFaultAsync"/> regardless of which branch is taken.
+    /// </summary>
+    /// <param name="ex">The exception thrown by the RPC handler.</param>
+    /// <returns>A short, safe message describing the fault to an external caller.</returns>
+    private static string SafeFaultMessage(Exception ex) => ex switch
+    {
+        ArgumentException or KeyNotFoundException or UnauthorizedAccessException or InvalidOperationException
+            => ex.Message,
+        _ => "An internal error occurred while processing the request."
+    };
+
+    /// <summary>
+    /// Logs an RPC handler fault locally (with full exception detail) and publishes a corresponding
+    /// <see cref="RpcErrorResponse"/> to the fault sibling of <paramref name="responseTopic"/> (see
+    /// <see cref="ErrorTopicSuffix"/>), so the caller of <see cref="SendRpcRequestAsync{TResponse,TRequest}"/>
+    /// observes a typed fault instead of silently timing out. If the fault publish itself fails (e.g. the
+    /// broker connection dropped between receiving the request and reporting the fault), that secondary failure
+    /// is logged but not rethrown, since the caller's request timeout is still a safe fallback in that case.
+    /// </summary>
+    /// <param name="responseTopic">The normal ("success") response topic for the failed request.</param>
+    /// <param name="code">The machine-readable fault classification to report.</param>
+    /// <param name="message">The safe, non-sensitive message to report.</param>
+    /// <param name="ex">The original exception, logged locally in full but never placed on the wire.</param>
+    private async Task PublishRpcFaultAsync(string responseTopic, RpcFaultCode code, string message, Exception ex)
+    {
+        _logger.LogError(ex, "RPC handler faulted for response topic '{ResponseTopic}'. Reporting fault {FaultCode} to the caller.", responseTopic, code);
+
+        try
+        {
+            await PublishAsync(responseTopic + ErrorTopicSuffix, new RpcErrorResponse(code, message));
+        }
+        catch (Exception publishEx)
+        {
+            _logger.LogError(publishEx, "Failed to publish RPC fault response to '{ResponseTopic}'; the caller will fall back to its request timeout.", responseTopic + ErrorTopicSuffix);
+        }
+    }
+
+    /// <summary>
+    /// Registers a server-side RPC handler without correlation ID parameter in the delegate.
+    /// </summary>
+    public async Task SubscribeRpcAsync<TRequest, TResponse>(string requestTopic, Func<TRequest?, Task<TResponse>> handler, bool noLocal = false)
+    {
+        await SubscribeRpcAsync<TRequest, TResponse>(requestTopic, (req, _) => handler(req), noLocal);
+    }
+
+    /// <summary>
+    /// Subscribes to a specific MQTT topic filter, automatically deserializes the JSON payload into <typeparamref name="TPayload"/>,
+    /// and invokes the asynchronous handler with (payload, topic).
+    /// </summary>
+    public async Task SubscribeAsync<TPayload>(string topic, Func<TPayload?, string, Task> handler, bool noLocal = false)
+    {
+        RegisterTopicHandler(topic, async (t, p) =>
+        {
+            var data = DeserializePayload<TPayload>(p);
+            await handler(data, t);
+        });
+        await SubscribeAsync(topic, noLocal);
+    }
+
+    /// <summary>
+    /// Subscribes to a specific MQTT topic filter, automatically deserializes the JSON payload into <typeparamref name="TPayload"/>,
+    /// and invokes the asynchronous handler with the payload.
+    /// </summary>
+    public async Task SubscribeAsync<TPayload>(string topic, Func<TPayload?, Task> handler, bool noLocal = false)
+    {
+        RegisterTopicHandler(topic, async (_, p) =>
+        {
+            var data = DeserializePayload<TPayload>(p);
+            await handler(data);
+        });
+        await SubscribeAsync(topic, noLocal);
+    }
+
+    /// <summary>
+    /// Subscribes to a specific MQTT topic filter, automatically deserializes the JSON payload into <typeparamref name="TPayload"/>,
+    /// and invokes the synchronous handler with (payload, topic).
+    /// </summary>
+    public async Task SubscribeAsync<TPayload>(string topic, Action<TPayload?, string> handler, bool noLocal = false)
+    {
+        RegisterTopicHandler(topic, (t, p) =>
+        {
+            var data = DeserializePayload<TPayload>(p);
+            handler(data, t);
+            return Task.CompletedTask;
+        });
+        await SubscribeAsync(topic, noLocal);
+    }
+
+    /// <summary>
+    /// Subscribes to a specific MQTT topic filter, automatically deserializes the JSON payload into <typeparamref name="TPayload"/>,
+    /// and invokes the synchronous handler with the payload.
+    /// </summary>
+    public async Task SubscribeAsync<TPayload>(string topic, Action<TPayload?> handler, bool noLocal = false)
+    {
+        RegisterTopicHandler(topic, (_, p) =>
+        {
+            var data = DeserializePayload<TPayload>(p);
+            handler(data);
+            return Task.CompletedTask;
+        });
+        await SubscribeAsync(topic, noLocal);
+    }
+
+    private void RegisterTopicHandler(string topic, Func<string, string, Task> handler)
+    {
+        _topicHandlers.AddOrUpdate(
+            topic,
+            _ => new List<Func<string, string, Task>> { handler },
+            (_, list) =>
+            {
+                lock (list)
+                {
+                    list.Add(handler);
+                }
+                return list;
+            });
+    }
+
+    private async Task ExecuteSubscriptionAsync(string topic, bool noLocal)
+    {
         var filterBuilder = new MqttTopicFilterBuilder().WithTopic(topic);
         if (noLocal)
         {
@@ -178,6 +468,21 @@ public abstract class ManagedMqttClient : IDisposable
         await LogMqttDebugAsync("Successfully subscribed to topic: {Topic} (NoLocal: {NoLocal})", topic, noLocal);
     }
 
+    private async Task ResubscribeAllAsync()
+    {
+        foreach (var kvp in _subscribedTopics)
+        {
+            try
+            {
+                await ExecuteSubscriptionAsync(kvp.Key, kvp.Value);
+            }
+            catch (Exception ex)
+            {
+                _logger.LogWarning(ex, "Failed to re-subscribe to topic '{Topic}' after reconnect.", kvp.Key);
+            }
+        }
+    }
+
     /// <summary>
     /// Publishes a raw string message payload to the specified topic.
     /// </summary>
@@ -198,25 +503,43 @@ public abstract class ManagedMqttClient : IDisposable
 
     /// <summary>
     /// Serializes a generic object into a structured JSON string and publishes it to the specified topic.
-    /// Utilizes .NET 8 JSON Source Generators for zero-reflection overhead, with reflection fallback for unregistered types.
+    /// Uses standard System.Text.Json with fallback to Source Generators.
     /// </summary>
     public Task PublishAsync<T>(string topic, T data, bool retain = false)
     {
-        byte[] jsonBytes;
+        if (!IsConnected)
-        var typeInfo = FinlyticJsonSerializerContext.Default.GetTypeInfo(typeof(T))
+            throw new InvalidOperationException("Cannot publish message: MQTT client is offline.");
-                       ?? (data != null ? FinlyticJsonSerializerContext.Default.GetTypeInfo(data.GetType()) : null);
 
-        if (typeInfo != null)
+        byte[] jsonBytes;
+        if (data is string str)
         {
-            jsonBytes = JsonSerializer.SerializeToUtf8Bytes(data, typeInfo);
+            jsonBytes = Encoding.UTF8.GetBytes(str);
+        }
+        else if (data is byte[] b)
+        {
+            jsonBytes = b;
         }
         else
         {
-            jsonBytes = JsonSerializer.SerializeToUtf8Bytes(data);
+            try
-        }
+            {
+                jsonBytes = JsonSerializer.SerializeToUtf8Bytes(data, DefaultJsonOptions);
+            }
+            catch
+            {
+                var typeInfo = FinlyticJsonSerializerContext.Default.GetTypeInfo(typeof(T))
+                               ?? (data != null ? FinlyticJsonSerializerContext.Default.GetTypeInfo(data.GetType()) : null);
 
-        if (!IsConnected)
+                if (typeInfo != null)
-            throw new InvalidOperationException("Cannot publish message: MQTT client is offline.");
+                {
+                    jsonBytes = JsonSerializer.SerializeToUtf8Bytes(data, typeInfo);
+                }
+                else
+                {
+                    jsonBytes = JsonSerializer.SerializeToUtf8Bytes(data);
+                }
+            }
+        }
 
         var message = new MqttApplicationMessageBuilder()
             .WithTopic(topic)
@@ -230,6 +553,7 @@ public abstract class ManagedMqttClient : IDisposable
 
     /// <summary>
     /// Sends a parameterless request to an RPC channel and asynchronously blocks until a matching response arrives.
+    /// See <see cref="SendRpcRequestAsync{TResponse,TRequest}"/> for the exact timeout/fault-propagation contract.
     /// </summary>
     public Task<TResponse?> SendRpcRequestAsync<TResponse>(
         string channel, 
@@ -239,10 +563,37 @@ public abstract class ManagedMqttClient : IDisposable
         return SendRpcRequestAsync<TResponse, string>(channel, string.Empty, timeout);
     }
 
+    /// <summary>
+    /// Sends a generic request payload to an RPC channel and asynchronously waits for a matching response.
+    /// See <see cref="SendRpcRequestAsync{TResponse,TRequest}"/> for the exact timeout/fault-propagation contract.
+    /// </summary>
+    public Task<TResponse?> RequestAsync<TRequest, TResponse>(
+        string channel, 
+        TRequest requestData, 
+        TimeSpan? timeout = null) 
+        where TResponse : class 
+        where TRequest : class
+    {
+        var cleanChannel = channel.StartsWith(MqttTopics.RequestPrefix) ? channel.Substring(MqttTopics.RequestPrefix.Length).TrimEnd('/') : channel;
+        return SendRpcRequestAsync<TResponse, TRequest>(cleanChannel, requestData, timeout);
+    }
+
     /// <summary>
     /// Sends a generic request payload to an RPC channel and asynchronously blocks until a matching response arrives.
     /// Uses the topic conventions: <c>services/request/{channel}/{correlationId}</c> and <c>services/response/{channel}/{correlationId}</c>.
+    /// If the serving handler faulted, the server publishes an <see cref="RpcErrorResponse"/> on the sibling
+    /// error topic (<see cref="ErrorTopicSuffix"/>) instead of the normal response; this method then throws a
+    /// reconstructed exception (an <see cref="ArgumentException"/>, <see cref="InvalidOperationException"/>,
+    /// <see cref="KeyNotFoundException"/>, <see cref="UnauthorizedAccessException"/>, or, for anything that does
+    /// not map onto one of those, an <see cref="RpcFaultException"/>) instead of returning. This lets a caller
+    /// distinguish a specific server-side fault from an unreachable/silent server, which still surfaces as a
+    /// <see cref="TimeoutException"/>-driven <c>null</c> return exactly as before this fault channel existed.
     /// </summary>
+    /// <exception cref="ArgumentException">The remote handler reported <see cref="RpcFaultCode.InvalidArgument"/>.</exception>
+    /// <exception cref="InvalidOperationException">The remote handler reported <see cref="RpcFaultCode.Conflict"/>, or the client is offline.</exception>
+    /// <exception cref="KeyNotFoundException">The remote handler reported <see cref="RpcFaultCode.NotFound"/>.</exception>
+    /// <exception cref="UnauthorizedAccessException">The remote handler reported <see cref="RpcFaultCode.Unauthorized"/>.</exception>
+    /// <exception cref="RpcFaultException">The remote handler reported <see cref="RpcFaultCode.Internal"/>, or its fault payload could not be parsed.</exception>
     public async Task<TResponse?> SendRpcRequestAsync<TResponse, TRequest>(
         string channel, 
         TRequest requestData, 
@@ -253,21 +604,18 @@ public abstract class ManagedMqttClient : IDisposable
         if (!IsConnected)
             throw new InvalidOperationException("Cannot execute RPC request: MQTT client is offline.");
 
-        // 1. Generate a unique Correlation ID for this specific transaction
         string correlationId = Guid.NewGuid().ToString("N");
         
         var tcs = new TaskCompletionSource<string>(TaskCreationOptions.RunContinuationsAsynchronously);
         _pendingRequests.TryAdd(correlationId, tcs);
 
-        string requestTopic = $"services/request/{channel}/{correlationId}";
+        string requestTopic = MqttTopics.RequestTopic(channel, correlationId);
 
-        // 2. Serialize and dispatch via the existing JSON helper
         await PublishAsync(requestTopic, requestData);
         await LogMqttInfoAsync("RPC request published to '{Topic}' [CorrelationId: {Id}]", requestTopic, correlationId);
 
         try
         {
-            // 3. Block asynchronously until the response loop resolves the token
             var effectiveTimeout = timeout ?? TimeSpan.FromSeconds(25);
             var rawJsonResult = await tcs.Task.WaitAsync(effectiveTimeout);
 
@@ -276,13 +624,7 @@ public abstract class ManagedMqttClient : IDisposable
                 return rawJsonResult as TResponse;
             }
 
-            var respTypeInfo = FinlyticJsonSerializerContext.Default.GetTypeInfo(typeof(TResponse));
+            return DeserializePayload<TResponse>(rawJsonResult);
-            if (respTypeInfo != null)
-            {
-                return JsonSerializer.Deserialize(rawJsonResult, respTypeInfo) as TResponse;
-            }
-
-            return JsonSerializer.Deserialize<TResponse>(rawJsonResult);
         }
         catch (TimeoutException)
         {
@@ -291,7 +633,6 @@ public abstract class ManagedMqttClient : IDisposable
         }
         finally
         {
-            // Always clean up the dictionary to prevent memory leaks
             _pendingRequests.TryRemove(correlationId, out _);
         }
     }
@@ -307,22 +648,62 @@ public abstract class ManagedMqttClient : IDisposable
                 await LogMqttDebugAsync("MQTT message received on topic '{Topic}', length={Length}", topic, payload?.Length ?? 0);
 
                 // Intercept message if it belongs to the RPC response convention
-                if (topic.StartsWith("services/response/"))
+                if (topic.StartsWith(MqttTopics.ResponsePrefix))
                 {
-                    var lastSlashIndex = topic.LastIndexOf('/');
+                    // A fault sibling topic ends in ErrorTopicSuffix (see SubscribeRpcAsync/PublishRpcFaultAsync);
+                    // strip it before extracting the correlation ID so both topic shapes resolve the same pending
+                    // request. An old client build (pre-dating this suffix) would instead extract "error" itself
+                    // as a bogus correlation ID, find no matching pending request below, and fall through to time
+                    // out exactly as it did before this fault channel existed - see ErrorTopicSuffix remarks.
+                    bool isFault = topic.EndsWith(ErrorTopicSuffix, StringComparison.Ordinal);
+                    var correlationTopic = isFault ? topic[..^ErrorTopicSuffix.Length] : topic;
+
+                    var lastSlashIndex = correlationTopic.LastIndexOf('/');
                     if (lastSlashIndex != -1)
                     {
-                        string correlationId = topic[(lastSlashIndex + 1)..];
+                        string correlationId = correlationTopic[(lastSlashIndex + 1)..];
 
                         if (_pendingRequests.TryRemove(correlationId, out var tcs))
                         {
-                            tcs.SetResult(payload ?? string.Empty);
+                            if (isFault)
+                            {
+                                tcs.SetException(BuildFaultException(payload ?? string.Empty));
+                            }
+                            else
+                            {
+                                tcs.SetResult(payload ?? string.Empty);
+                            }
                             return; // Sinks the message, avoiding triggering OnMessageReceivedAsync for active RPC handles
                         }
                     }
                 }
 
-                // Regular Pub/Sub message propagation
+                // Match registered topic handlers
+                foreach (var kvp in _topicHandlers)
+                {
+                    if (TopicMatches(kvp.Key, topic))
+                    {
+                        List<Func<string, string, Task>> handlersCopy;
+                        lock (kvp.Value)
+                        {
+                            handlersCopy = new List<Func<string, string, Task>>(kvp.Value);
+                        }
+
+                        for (int i = 0; i < handlersCopy.Count; i++)
+                        {
+                            try
+                            {
+                                await handlersCopy[i](topic, payload ?? string.Empty);
+                            }
+                            catch (Exception ex)
+                            {
+                                OnError(ex);
+                            }
+                        }
+                    }
+                }
+
+                // Regular Pub/Sub message propagation (for overridden OnMessageReceivedAsync)
                 await OnMessageReceivedAsync(topic, payload ?? string.Empty);
             }
             catch (Exception ex)
@@ -357,6 +738,7 @@ public abstract class ManagedMqttClient : IDisposable
                 if (_mqttClient.IsConnected)
                 {
                     await LogMqttInfoAsync("MQTT client reconnected successfully after {Attempt} attempt(s).", attempt);
+                    await ResubscribeAllAsync();
                     await OnConnectedAsync();
                     return;
                 }
@@ -369,6 +751,114 @@ public abstract class ManagedMqttClient : IDisposable
         }
     }
 
+    /// <summary>
+    /// Deserializes a JSON string payload into <typeparamref name="T"/> using standard System.Text.Json with fallback.
+    /// </summary>
+    public static T? DeserializePayload<T>(string payload)
+    {
+        if (string.IsNullOrWhiteSpace(payload)) return default;
+        if (typeof(T) == typeof(string)) return (T)(object)payload;
+
+        try
+        {
+            return JsonSerializer.Deserialize<T>(payload, DefaultJsonOptions);
+        }
+        catch
+        {
+            var typeInfo = FinlyticJsonSerializerContext.Default.GetTypeInfo(typeof(T));
+            if (typeInfo != null)
+            {
+                return (T?)JsonSerializer.Deserialize(payload, typeInfo);
+            }
+            throw;
+        }
+    }
+
+    /// <summary>
+    /// Reconstructs the exception a caller should observe for a fault reported on an RPC error topic (see
+    /// <see cref="ErrorTopicSuffix"/> / <see cref="PublishRpcFaultAsync"/>). Faults whose
+    /// <see cref="RpcErrorResponse.Code"/> maps onto a familiar .NET exception type are thrown as that type
+    /// (see <see cref="RpcFaultCode"/>), so pre-existing <c>catch</c> blocks written against the underlying
+    /// service-layer exception types (e.g. in <c>FinlyticBackend</c> controllers) start working across the MQTT
+    /// boundary without any changes on the caller's side. Anything else, including a fault payload that fails
+    /// to parse, becomes an <see cref="RpcFaultException"/>.
+    /// </summary>
+    /// <param name="payload">The raw JSON payload received on the fault topic.</param>
+    /// <returns>The exception to throw to the RPC caller.</returns>
+    private Exception BuildFaultException(string payload)
+    {
+        RpcErrorResponse? fault;
+        try
+        {
+            fault = DeserializePayload<RpcErrorResponse>(payload);
+        }
+        catch (Exception ex)
+        {
+            _logger.LogError(ex, "Failed to parse RPC fault payload; propagating a generic RpcFaultException instead.");
+            return new RpcFaultException(RpcFaultCode.Internal, "The remote service reported an error that could not be parsed.");
+        }
+
+        if (fault == null)
+        {
+            return new RpcFaultException(RpcFaultCode.Internal, "The remote service reported an empty error response.");
+        }
+
+        return fault.Code switch
+        {
+            RpcFaultCode.InvalidArgument => new ArgumentException(fault.Message),
+            RpcFaultCode.Conflict => new InvalidOperationException(fault.Message),
+            RpcFaultCode.NotFound => new KeyNotFoundException(fault.Message),
+            RpcFaultCode.Unauthorized => new UnauthorizedAccessException(fault.Message),
+            _ => new RpcFaultException(fault.Code, fault.Message)
+        };
+    }
+
+    /// <summary>
+    /// Checks whether an MQTT topic matches a topic filter with wildcards ('+' and '#').
+    /// </summary>
+    public static bool TopicMatches(string filter, string topic)
+    {
+        if (string.Equals(filter, topic, StringComparison.OrdinalIgnoreCase)) return true;
+        if (filter == "#") return true;
+
+        var filterSegments = filter.Split('/');
+        var topicSegments = topic.Split('/');
+
+        for (int i = 0; i < filterSegments.Length; i++)
+        {
+            var f = filterSegments[i];
+            if (f == "#")
+            {
+                return true;
+            }
+
+            if (i >= topicSegments.Length)
+            {
+                return false;
+            }
+
+            var t = topicSegments[i];
+            if (f != "+" && !string.Equals(f, t, StringComparison.OrdinalIgnoreCase))
+            {
+                return false;
+            }
+        }
+
+        return filterSegments.Length == topicSegments.Length;
+    }
+
+    /// <summary>
+    /// Extracts the Correlation ID from the end of an RPC request or response topic (e.g. services/request/abc/123 -> 123).
+    /// </summary>
+    public static string ExtractCorrelationId(string topic)
+    {
+        if (string.IsNullOrWhiteSpace(topic)) return string.Empty;
+        var lastSlash = topic.LastIndexOf('/');
+        return lastSlash >= 0 && lastSlash < topic.Length - 1 
+            ? topic[(lastSlash + 1)..] 
+            : string.Empty;
+    }
+
     /// <summary>
     /// Fired automatically whenever a connection or reconnection is successfully established.
     /// </summary>
@@ -377,7 +867,7 @@ public abstract class ManagedMqttClient : IDisposable
     /// <summary>
     /// Fired whenever a new message lands on a registered subscription channel.
     /// </summary>
-    protected abstract Task OnMessageReceivedAsync(string topic, string payload);
+    protected virtual Task OnMessageReceivedAsync(string topic, string payload) => Task.CompletedTask;
 
     /// <summary>
     /// Virtual fallback method to catch and handle processing level exceptions inside the incoming pipeline.
@@ -389,9 +879,43 @@ public abstract class ManagedMqttClient : IDisposable
 
     public void Dispose()
     {
-        DisconnectAsync().GetAwaiter().GetResult();
+        if (_disposed) return;
+        _disposed = true;
+        
+        try { DisconnectAsync().GetAwaiter().GetResult(); } catch { }
         _cts?.Dispose();
         _mqttClient.Dispose();
         GC.SuppressFinalize(this);
     }
+}
+
+/// <summary>
+/// Thrown client-side by <see cref="ManagedMqttClient.SendRpcRequestAsync{TResponse,TRequest}"/> when a remote
+/// RPC handler reported a fault (<see cref="RpcErrorResponse"/>) whose <see cref="RpcFaultCode"/> has no
+/// equivalent standard .NET exception type — i.e. <see cref="Dtos.RpcFaultCode.Internal"/>, or a fault payload
+/// that could not be parsed at all. Faults that DO map onto an existing exception type
+/// (<see cref="Dtos.RpcFaultCode.InvalidArgument"/> to <see cref="ArgumentException"/>,
+/// <see cref="Dtos.RpcFaultCode.Conflict"/> to <see cref="InvalidOperationException"/>,
+/// <see cref="Dtos.RpcFaultCode.NotFound"/> to <see cref="KeyNotFoundException"/>,
+/// <see cref="Dtos.RpcFaultCode.Unauthorized"/> to <see cref="UnauthorizedAccessException"/>) are deliberately
+/// thrown as that familiar type instead of this one: several existing callers (e.g.
+/// <c>FinlyticBackend/Controllers/UserTradesController.cs</c>) already have <c>catch (InvalidOperationException)</c>
+/// / <c>catch (ArgumentException)</c> blocks written for the exception types the underlying service-layer
+/// methods throw locally, and reusing those types here reactivates that existing code instead of requiring
+/// every caller to learn and catch a brand new exception type.
+/// </summary>
+public sealed class RpcFaultException : Exception
+{
+    /// <summary>Gets the machine-readable fault classification reported by the remote RPC handler.</summary>
+    public RpcFaultCode Code { get; }
+
+    /// <summary>
+    /// Initializes a new instance carrying the remote fault's classification and its safe, non-sensitive message.
+    /// </summary>
+    /// <param name="code">The machine-readable fault classification reported by the remote RPC handler.</param>
+    /// <param name="message">The safe, non-sensitive message reported by the remote handler.</param>
+    public RpcFaultException(RpcFaultCode code, string message) : base(message)
+    {
+        Code = code;
+    }
 }

FinlyticCore/Util/MqttTopics.cs

@@ -0,0 +1,438 @@
+namespace FinlyticCore.Util;
+
+/// <summary>
+/// Single source of truth for every MQTT topic name and RPC channel name used across the Finlytic microservice
+/// fleet (FinlyticAssets, FinlyticNews, FinlyticSentiment, FinlyticFundamentals, FinlyticTechnicals,
+/// FinlyticEngine, FinlyticSimulation, FinlyticBot, and the FinlyticBackend aggregation bridge).
+/// Before this class existed, every service built topic strings via ad-hoc interpolation, so publishers and
+/// subscribers were only ever kept in sync by naming convention. Any new topic or RPC channel must be added
+/// here and referenced from call sites instead of being written as a literal.
+/// </summary>
+public static class MqttTopics
+{
+    // ---------------------------------------------------------------------------------------------------
+    // RPC envelope: services/request/{channel}/{correlationId}  <->  services/response/{channel}/{correlationId}
+    // See ManagedMqttClient.SendRpcRequestAsync / SubscribeRpcAsync for the runtime mechanics.
+    // ---------------------------------------------------------------------------------------------------
+
+    private const string RequestRoot = "services/request";
+    private const string ResponseRoot = "services/response";
+
+    /// <summary>
+    /// Gets the literal prefix ("services/request/") that precedes every RPC channel name in a request topic.
+    /// Used to strip the prefix back off when a caller passes a full topic instead of a bare channel name.
+    /// </summary>
+    public const string RequestPrefix = RequestRoot + "/";
+
+    /// <summary>
+    /// Gets the literal prefix ("services/response/") that precedes every RPC channel name in a response topic.
+    /// Used to detect whether an incoming message belongs to the RPC response convention.
+    /// </summary>
+    public const string ResponsePrefix = ResponseRoot + "/";
+
+    /// <summary>
+    /// Gets the wildcard filter that matches every RPC response, regardless of channel or correlation ID.
+    /// Every service subscribes to this once at startup so pending <c>SendRpcRequestAsync</c> calls can resolve.
+    /// </summary>
+    public const string ResponseWildcard = ResponseRoot + "/#";
+
+    /// <summary>
+    /// Builds the concrete RPC request topic for a channel and correlation ID: <c>services/request/{channel}/{correlationId}</c>.
+    /// </summary>
+    public static string RequestTopic(string channel, string correlationId) => $"{RequestRoot}/{channel}/{correlationId}";
+
+    /// <summary>
+    /// Builds the concrete RPC response topic for a channel and correlation ID: <c>services/response/{channel}/{correlationId}</c>.
+    /// </summary>
+    public static string ResponseTopic(string channel, string correlationId) => $"{ResponseRoot}/{channel}/{correlationId}";
+
+    /// <summary>
+    /// Builds the subscription wildcard filter that matches every request on a given RPC channel: <c>services/request/{channel}/#</c>.
+    /// </summary>
+    public static string RequestFilter(string channel) => $"{RequestRoot}/{channel}/#";
+
+    /// <summary>
+    /// Named RPC channel identifiers (the <c>{channel}</c> segment of the request/response envelope above),
+    /// grouped by the service that owns/serves each channel.
+    /// </summary>
+    public static class Channels
+    {
+        /// <summary>
+        /// Shared liveness-check channel implemented identically by every service. The request topic carries the
+        /// target service name as an extra path segment so only the addressed service responds.
+        /// </summary>
+        public const string HealthPing = "health_Ping";
+
+        // ---- FinlyticAssets ----
+
+        /// <summary>Served by FinlyticAssets: resolves valid assets for an ISIN.</summary>
+        public const string AssetsGet = "assets_Get";
+
+        /// <summary>Served by FinlyticAssets: returns the curated discovery/watchlist asset set.</summary>
+        public const string AssetsGetDiscovery = "assets_GetDiscovery";
+
+        /// <summary>Served by FinlyticAssets: resolves derivative instruments for an underlying ISIN.</summary>
+        public const string AssetsGetDerivatives = "assets_GetDerivatives";
+
+        /// <summary>Served by FinlyticAssets: returns a live Trade Republic price tick for an ISIN.</summary>
+        public const string TrGetLivePrice = "tr_GetLivePrice";
+
+        /// <summary>Served by FinlyticAssets: returns all dynamic settings for the service.</summary>
+        public const string AssetsSettingsGetAll = "assets_settings_GetAll";
+
+        /// <summary>Served by FinlyticAssets: applies dynamic setting updates for the service.</summary>
+        public const string AssetsSettingsUpdate = "assets_settings_Update";
+
+        // ---- FinlyticNews ----
+
+        /// <summary>Served by FinlyticNews: returns filtered/paginated news articles.</summary>
+        public const string NewsGet = "news_Get";
+
+        /// <summary>Served by FinlyticNews: returns a single article by ID.</summary>
+        public const string NewsGetById = "news_GetById";
+
+        /// <summary>Served by FinlyticNews: returns articles awaiting downstream sentiment analysis.</summary>
+        public const string NewsGetPending = "news_GetPending";
+
+        /// <summary>Served by FinlyticNews: updates the processing status of an article.</summary>
+        public const string NewsUpdateStatus = "news_UpdateStatus";
+
+        /// <summary>Served by FinlyticNews: returns all dynamic settings for the service.</summary>
+        public const string NewsSettingsGetAll = "news_settings_GetAll";
+
+        /// <summary>Served by FinlyticNews: applies dynamic setting updates for the service.</summary>
+        public const string NewsSettingsUpdate = "news_settings_Update";
+
+        // ---- FinlyticSentiment ----
+
+        /// <summary>Served by FinlyticSentiment: returns the pre-aggregated sentiment summary for an ISIN.</summary>
+        public const string SentimentGetIsin = "sentiment_GetIsin";
+
+        /// <summary>Served by FinlyticSentiment: returns the pre-aggregated sentiment summary for a sector.</summary>
+        public const string SentimentGetSector = "sentiment_GetSector";
+
+        /// <summary>Served by FinlyticSentiment: returns the persisted FinBERT analysis entry for a single article.</summary>
+        public const string SentimentGetArticle = "sentiment_GetArticle";
+
+        /// <summary>Served by FinlyticSentiment: returns paginated per-company sentiment summaries.</summary>
+        public const string SentimentGetAll = "sentiment_GetAll";
+
+        /// <summary>Served by FinlyticSentiment: runs FinBERT analysis for an inline article payload or article ID.</summary>
+        public const string SentimentAnalyze = "sentiment_Analyze";
+
+        /// <summary>Served by FinlyticSentiment: returns all dynamic settings for the service.</summary>
+        public const string SentimentSettingsGetAll = "sentiment_settings_GetAll";
+
+        /// <summary>Served by FinlyticSentiment: applies dynamic setting updates for the service.</summary>
+        public const string SentimentSettingsUpdate = "sentiment_settings_Update";
+
+        // ---- FinlyticFundamentals ----
+
+        /// <summary>Served by FinlyticFundamentals: returns fundamentals data for an ISIN/ticker.</summary>
+        public const string FundamentalsGet = "fundamentals_Get";
+
+        /// <summary>Served by FinlyticFundamentals: returns all known calendar events.</summary>
+        public const string EventsGetAll = "events_GetAll";
+
+        /// <summary>Served by FinlyticFundamentals: returns calendar events for a given year/month.</summary>
+        public const string EventsGetByMonth = "events_GetByMonth";
+
+        /// <summary>Served by FinlyticFundamentals: returns all dynamic settings for the service.</summary>
+        public const string FundamentalsSettingsGetAll = "fundamentals_settings_GetAll";
+
+        /// <summary>Served by FinlyticFundamentals: applies dynamic setting updates for the service.</summary>
+        public const string FundamentalsSettingsUpdate = "fundamentals_settings_Update";
+
+        // ---- FinlyticTechnicals ----
+
+        /// <summary>Served by FinlyticTechnicals: returns the technical analysis DTO for an ISIN.</summary>
+        public const string TaGetAnalysis = "ta_GetAnalysis";
+
+        /// <summary>Served by FinlyticTechnicals: returns active strategy setups for a single ISIN.</summary>
+        public const string TaGetSetupsForIsin = "ta_GetSetupsForIsin";
+
+        /// <summary>Served by FinlyticTechnicals: returns active strategy setups across the universe.</summary>
+        public const string TaGetSetups = "ta_GetSetups";
+
+        /// <summary>Served by FinlyticTechnicals: returns aggregated candles for an ISIN/timeframe.</summary>
+        public const string TaGetCandles = "ta_GetCandles";
+
+        /// <summary>Served by FinlyticTechnicals: returns the current monitored scan universe ("watchlist").</summary>
+        public const string TaGetWatchlist = "ta_GetWatchlist";
+
+        /// <summary>Served by FinlyticTechnicals: returns an ISIN's recent setup/score history (see <see cref="FinlyticCore.Dtos.TechnicalAnalysis.GetRecentSetupHistoryRequest"/>).</summary>
+        public const string TaGetRecentSetupHistory = "ta_GetRecentSetupHistory";
+
+        /// <summary>Served by FinlyticTechnicals: returns all dynamic settings for the service.</summary>
+        public const string TaSettingsGetAll = "ta_settings_GetAll";
+
+        /// <summary>Served by FinlyticTechnicals: applies dynamic setting updates for the service.</summary>
+        public const string TaSettingsUpdate = "ta_settings_Update";
+
+        // ---- FinlyticEngine ----
+
+        /// <summary>Served by FinlyticEngine: returns trade proposals.</summary>
+        public const string EngineGetProposals = "engine_GetProposals";
+
+        /// <summary>Served by FinlyticEngine: returns active trades.</summary>
+        public const string EngineGetTrades = "engine_GetTrades";
+
+        /// <summary>Served by FinlyticEngine: evaluates a single ISIN and returns a trade proposal if warranted.</summary>
+        public const string EngineEvaluateIsin = "engine_EvaluateIsin";
+
+        /// <summary>Served by FinlyticEngine: records a fill against an active trade.</summary>
+        public const string EngineAddFill = "engine_AddFill";
+
+        /// <summary>Served by FinlyticEngine: updates the stop-loss of an active trade.</summary>
+        public const string EngineUpdateStopLoss = "engine_UpdateStopLoss";
+
+        /// <summary>Served by FinlyticEngine: closes an active trade.</summary>
+        public const string EngineCloseTrade = "engine_CloseTrade";
+
+        /// <summary>
+        /// Served by FinlyticEngine: accepts a proposal on behalf of one user and creates a trade owned by that
+        /// user. Takes an <see cref="AcceptTradeProposalRequest"/>. The proposal is NOT consumed — it stays
+        /// available for other users until it expires.
+        /// There is deliberately no counterpart channel for declining a proposal: declining has no server-side
+        /// effect and is handled entirely in the client.
+        /// </summary>
+        public const string EngineAcceptProposal = "engine_AcceptProposal";
+
+        /// <summary>
+        /// Served by FinlyticEngine: opens a trade owned by one user with no backing proposal (manual entry from
+        /// the Web UI). Takes a <see cref="FinlyticCore.Dtos.CreateManualTradeRequest"/>. Unlike
+        /// <see cref="EngineAcceptProposal"/>, the resulting trade's <c>ProposalId</c> is <see cref="Guid.Empty"/>.
+        /// </summary>
+        public const string EngineCreateManualTrade = "engine_CreateManualTrade";
+
+        /// <summary>
+        /// Served by FinlyticEngine: returns a paginated, filtered history of every persisted evaluation
+        /// snapshot (<c>EngineEvaluationSnapshotEntity</c>) for the admin-only "why no proposals" Web UI tab.
+        /// Takes a <see cref="FinlyticCore.Dtos.Trading.GetEvaluationHistoryRequest"/> and returns a
+        /// <see cref="FinlyticCore.Dtos.Trading.GetEvaluationHistoryResponse"/>.
+        /// </summary>
+        public const string EngineGetEvaluationHistory = "engine_GetEvaluationHistory";
+
+        /// <summary>Served by FinlyticEngine: returns all dynamic settings for the service.</summary>
+        public const string EngineSettingsGetAll = "engine_settings_GetAll";
+
+        /// <summary>Served by FinlyticEngine: applies dynamic setting updates for the service.</summary>
+        public const string EngineSettingsUpdate = "engine_settings_Update";
+
+        // ---- FinlyticSimulation ----
+
+        /// <summary>Served by FinlyticSimulation: runs a quantitative backtest.</summary>
+        public const string SimRunBacktest = "sim_RunBacktest";
+
+        /// <summary>Served by FinlyticSimulation: returns the reliability score for a strategy/asset/timeframe.</summary>
+        public const string SimGetReliability = "sim_GetReliability";
+
+        /// <summary>Served by FinlyticSimulation: returns the full strategy reliability matrix for an asset.</summary>
+        public const string SimGetMatrixForAsset = "sim_GetMatrixForAsset";
+
+        /// <summary>
+        /// Served by FinlyticSimulation: returns a paginated, filterable summary history of past backtest runs
+        /// for an ISIN - every run is already persisted (<c>SimulationRunEntity</c>) but was previously only
+        /// reachable indirectly (it fed the reliability matrix), never queryable as a history in its own right.
+        /// </summary>
+        public const string SimGetBacktestHistory = "sim_GetBacktestHistory";
+
+        /// <summary>Served by FinlyticSimulation: returns the full, already-persisted report (trades + equity curve) for one past backtest run by its RunId.</summary>
+        public const string SimGetBacktestRunDetail = "sim_GetBacktestRunDetail";
+
+        /// <summary>Served by FinlyticSimulation: returns a saved per-asset/per-strategy indicator parameter profile, or null if none was saved.</summary>
+        public const string SimGetStrategyParameters = "sim_GetStrategyParameters";
+
+        /// <summary>Served by FinlyticSimulation: saves/updates a per-asset/per-strategy indicator parameter profile.</summary>
+        public const string SimSaveStrategyParameters = "sim_SaveStrategyParameters";
+
+        /// <summary>Served by FinlyticSimulation: returns all dynamic settings for the service.</summary>
+        public const string SimSettingsGetAll = "sim_settings_GetAll";
+
+        /// <summary>Served by FinlyticSimulation: applies dynamic setting updates for the service.</summary>
+        public const string SimSettingsUpdate = "sim_settings_Update";
+
+        // ---- FinlyticBot ----
+
+        /// <summary>Served by FinlyticBot: returns the current paper-trading bot status.</summary>
+        public const string BotGetStatus = "bot_GetStatus";
+
+        /// <summary>Served by FinlyticBot: returns currently open paper-trading positions.</summary>
+        public const string BotGetPositions = "bot_GetPositions";
+
+        /// <summary>Served by FinlyticBot: returns the paper-trading account summary.</summary>
+        public const string BotGetSummary = "bot_GetSummary";
+
+        /// <summary>Served by FinlyticBot: executes a trade proposal as a paper trade.</summary>
+        public const string BotExecuteProposal = "bot_ExecuteProposal";
+
+        /// <summary>
+        /// Served by FinlyticBot: emergency-closes every open paper-trading position (synthetic ledger
+        /// positions are closed unconditionally; Alpaca positions are only closed if the broker confirms the
+        /// liquidation and are otherwise left open and reported as skipped — see the handler for details).
+        /// </summary>
+        public const string BotPanicClose = "bot_PanicClose";
+
+        /// <summary>Served by FinlyticBot: returns all dynamic settings for the service.</summary>
+        public const string BotSettingsGetAll = "bot_settings_GetAll";
+
+        /// <summary>Served by FinlyticBot: applies dynamic setting updates for the service.</summary>
+        public const string BotSettingsUpdate = "bot_settings_Update";
+
+        // ---- FinlyticBackend ----
+
+        /// <summary>
+        /// Served by FinlyticBackend: returns the aggregated favorites list across all users. Centralized here
+        /// even though FinlyticBackend is outside this refactor's scope, so no future service hardcodes it again.
+        /// </summary>
+        public const string BackendGetAggregatedFavorites = "backend_GetAggregatedFavorites";
+    }
+
+    // ---------------------------------------------------------------------------------------------------
+    // Event / stream topics: plain fire-and-forget pub/sub outside the RPC envelope.
+    // ---------------------------------------------------------------------------------------------------
+
+    /// <summary>
+    /// Published by FinlyticNews once an article finishes ingestion and asset matching. Consumed by
+    /// FinlyticSentiment (to trigger analysis) and the FinlyticBackend bridge.
+    /// </summary>
+    public const string NewsCompleted = "services/news/completed";
+
+    /// <summary>
+    /// Gets the literal prefix ("finlytic/news/") shared by every FinlyticNews event topic. <see cref="NewsStreamWildcard"/>
+    /// and every per-ISIN <see cref="NewsStream"/> topic are derived from this constant so a StartsWith check (as used by
+    /// the FinlyticBackend bridge) can never drift from the wildcard subscription filter.
+    /// </summary>
+    public const string NewsPrefix = "finlytic/news/";
+
+    private const string NewsStreamTemplate = NewsPrefix + "stream/{0}";
+
+    /// <summary>
+    /// Builds the per-ISIN topic that FinlyticNews publishes newly matched articles to: <c>finlytic/news/stream/{isin}</c>.
+    /// The ISIN is normalized (trimmed, lower-cased) to match the convention already used by every publisher/subscriber pair.
+    /// </summary>
+    public static string NewsStream(string isin) => string.Format(NewsStreamTemplate, NormalizeIsin(isin));
+
+    /// <summary>
+    /// Wildcard filter matching every FinlyticNews stream topic, used by the FinlyticBackend bridge.
+    /// </summary>
+    public const string NewsStreamWildcard = NewsPrefix + "#";
+
+    /// <summary>
+    /// Gets the literal prefix ("finlytic/sentiment/") shared by every FinlyticSentiment event topic. Used to
+    /// detect whether an incoming message on the <see cref="SentimentWildcard"/> subscription is a sentiment event.
+    /// <see cref="SentimentWildcard"/> and every per-ISIN <see cref="SentimentStream"/> topic are derived from this
+    /// constant so they cannot drift apart.
+    /// </summary>
+    public const string SentimentPrefix = "finlytic/sentiment/";
+
+    private const string SentimentStreamTemplate = SentimentPrefix + "stream/{0}";
+
+    /// <summary>
+    /// Builds the per-ISIN topic that FinlyticSentiment publishes updated sentiment summaries to: <c>finlytic/sentiment/stream/{isin}</c>.
+    /// </summary>
+    public static string SentimentStream(string isin) => string.Format(SentimentStreamTemplate, NormalizeIsin(isin));
+
+    /// <summary>
+    /// Wildcard filter matching every FinlyticSentiment topic (currently only the per-ISIN stream). Used by
+    /// FinlyticTechnicals to detect sentiment spikes and by the FinlyticBackend bridge.
+    /// </summary>
+    public const string SentimentWildcard = SentimentPrefix + "#";
+
+    /// <summary>
+    /// Gets the literal prefix ("finlytic/engine/") shared by every FinlyticEngine event topic (proposals and
+    /// trade status changes). <see cref="EngineWildcard"/> is derived from this constant, and
+    /// <see cref="EngineProposalsPrefix"/>/<see cref="EngineTradesPrefix"/> are namespaced sub-prefixes of it, so
+    /// none of the three can drift apart from one another.
+    /// </summary>
+    public const string EnginePrefix = "finlytic/engine/";
+
+    /// <summary>
+    /// Wildcard filter matching every FinlyticEngine event topic (proposals and trade status changes). Used by
+    /// the FinlyticBackend bridge.
+    /// </summary>
+    public const string EngineWildcard = EnginePrefix + "#";
+
+    /// <summary>
+    /// Gets the literal prefix ("finlytic/engine/proposals/") shared by every FinlyticEngine proposal event
+    /// topic. Used by the FinlyticBackend bridge to distinguish proposal events from trade status events on the
+    /// shared <see cref="EngineWildcard"/> subscription.
+    /// </summary>
+    public const string EngineProposalsPrefix = EnginePrefix + "proposals/";
+
+    /// <summary>
+    /// Published by FinlyticEngine whenever a new trade proposal is created. Consumed by FinlyticBot (to
+    /// evaluate auto-execution) and the FinlyticBackend bridge.
+    /// </summary>
+    public const string EngineProposalsCreated = EngineProposalsPrefix + "created";
+
+    /// <summary>
+    /// Gets the literal prefix ("finlytic/engine/trades/") shared by every FinlyticEngine trade lifecycle event
+    /// topic. Used by the FinlyticBackend bridge to distinguish trade status events from proposal events on the
+    /// shared <see cref="EngineWildcard"/> subscription.
+    /// </summary>
+    public const string EngineTradesPrefix = EnginePrefix + "trades/";
+
+    /// <summary>
+    /// Published by FinlyticEngine whenever an active trade's lifecycle status changes (fills, stop-loss
+    /// updates, closes). Consumed by the FinlyticBackend bridge.
+    /// </summary>
+    public const string EngineTradesStatusChanged = EngineTradesPrefix + "status_changed";
+
+    /// <summary>
+    /// Gets the literal prefix ("finlytic/bot/") shared by every FinlyticBot event topic. <see cref="BotWildcard"/>
+    /// and <see cref="BotTradesPrefix"/> are derived from this constant so they cannot drift apart.
+    /// </summary>
+    public const string BotPrefix = "finlytic/bot/";
+
+    /// <summary>
+    /// Gets the literal prefix ("finlytic/bot/trades/") shared by every FinlyticBot trade lifecycle event topic.
+    /// Used by the FinlyticBackend bridge to distinguish trade stream events from other bot events on the shared
+    /// <see cref="BotWildcard"/> subscription.
+    /// </summary>
+    public const string BotTradesPrefix = BotPrefix + "trades/";
+
+    /// <summary>
+    /// Published by FinlyticBot whenever a paper-trading position's lifecycle status changes. Consumed by the
+    /// FinlyticBackend bridge.
+    /// </summary>
+    public const string BotTradesStream = BotTradesPrefix + "stream";
+
+    /// <summary>
+    /// Wildcard filter matching every FinlyticBot event topic. Used by the FinlyticBackend bridge.
+    /// </summary>
+    public const string BotWildcard = BotPrefix + "#";
+
+    /// <summary>
+    /// Gets the literal prefix ("finlytic/logs/") shared by every structured-log broadcast topic.
+    /// <see cref="LogsWildcard"/> and every per-service <see cref="Logs"/> topic are derived from this constant.
+    /// </summary>
+    public const string LogsPrefix = "finlytic/logs/";
+
+    private const string LogsTemplate = LogsPrefix + "{0}";
+
+    /// <summary>
+    /// Builds the structured-log broadcast topic for a given service name (e.g. <c>finlytic/logs/FinlyticAssets</c>),
+    /// published by every service's <see cref="FinlyticLogBroadcaster"/> hook and consumed by the FinlyticBackend bridge.
+    /// </summary>
+    public static string Logs(string serviceName) => string.Format(LogsTemplate, serviceName);
+
+    /// <summary>
+    /// Wildcard filter matching structured-log broadcasts from every service. Used by the FinlyticBackend bridge.
+    /// </summary>
+    public const string LogsWildcard = LogsPrefix + "#";
+
+    /// <summary>
+    /// Normalizes an ISIN for use as an MQTT topic path segment. MQTT topics are case-sensitive and every known
+    /// publisher/subscriber pair in this system agreed on trimmed, lower-case ISINs; this keeps that convention
+    /// in one place instead of repeating <c>.Trim().ToLowerInvariant()</c> at every call site.
+    /// </summary>
+    /// <exception cref="ArgumentException">Thrown when <paramref name="isin"/> is null, empty, or whitespace.</exception>
+    private static string NormalizeIsin(string isin)
+    {
+        if (string.IsNullOrWhiteSpace(isin))
+            throw new ArgumentException("ISIN must not be null or empty when building an MQTT topic.", nameof(isin));
+
+        return isin.Trim().ToLowerInvariant();
+    }
+}