Enhance Docker support and configuration

- Updated .env.example to recommend using docker.env and secrets for sensitive data.
- Modified .gitignore to include docker.env and secrets directory.
- Adjusted docker-compose.yml to utilize environment files and updated port mappings.
- Implemented read_env_or_file utility for better environment variable management.
- Refactored portfolio and trades routers to use the new utility for fetching environment variables.
- Added integration and phase 2 test updates for new environment variable handling.
- Created new documentation for Docker operations and secret management.
- Added placeholder files for Docker secrets and configuration.

routers/portfolio.py

@@ -1,6 +1,10 @@
+import os
+import time
+
 from fastapi import APIRouter, Request
 from fastapi.responses import HTMLResponse
 from fastapi.templating import Jinja2Templates
+from ib_async import IB
 
 import dependencies
 
@@ -8,6 +12,56 @@ router = APIRouter(prefix="/portfolio")
 templates = Jinja2Templates(directory="templates")
 
 
+def _extract_summary_values(summary) -> dict:
+    keys = {"NetLiquidation", "TotalCashValue", "UnrealizedPnL", "RealizedPnL"}
+    result = {}
+    for item in summary:
+        if item.tag in keys:
+            try:
+                result[item.tag] = float(item.value)
+            except (ValueError, TypeError):
+                result[item.tag] = item.value
+    return result
+
+
+def _extract_cached_account_values(ib) -> dict:
+    getter = getattr(ib, "accountValues", None)
+    if getter is None:
+        return {}
+    return _extract_summary_values(getter() or [])
+
+
+async def _read_summary_values(ib) -> dict:
+    result = _extract_cached_account_values(ib)
+    if result:
+        return result
+
+    summary = await ib.reqAccountSummaryAsync()
+    result = _extract_summary_values(summary)
+    if result:
+        return result
+
+    return _extract_cached_account_values(ib)
+
+
+async def _fetch_summary_with_fallback() -> dict:
+    ib = dependencies.get_ib()
+    result = await _read_summary_values(ib)
+    if result:
+        return result
+
+    # A fresh client recovers account summary when the shared session returns an empty snapshot.
+    fallback_ib = IB()
+    host = os.getenv("IBKR_HOST", "127.0.0.1")
+    port = int(os.getenv("IBKR_PORT", "7497"))
+    client_id = int(time.time()) % 100000 + 5000
+    try:
+        await fallback_ib.connectAsync(host, port, clientId=client_id)
+        return await _read_summary_values(fallback_ib)
+    finally:
+        fallback_ib.disconnect()
+
+
 @router.get("", response_class=HTMLResponse)
 async def portfolio_page(request: Request):
     return templates.TemplateResponse(request, "portfolio.html", {})
@@ -33,16 +87,6 @@ async def portfolio_data():
 @router.get("/pnl")
 async def portfolio_pnl():
     try:
-        ib = dependencies.get_ib()
-        summary = await ib.reqAccountSummaryAsync()
-        keys = {"NetLiquidation", "TotalCashValue", "UnrealizedPnL", "RealizedPnL"}
-        result = {}
-        for item in summary:
-            if item.tag in keys:
-                try:
-                    result[item.tag] = float(item.value)
-                except (ValueError, TypeError):
-                    result[item.tag] = item.value
-        return result
+        return await _fetch_summary_with_fallback()
     except Exception as e:
         return {"error": str(e)}