diff --git a/.planning/STATE.md b/.planning/STATE.md index 946684dd..3c398c1e 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -4,7 +4,7 @@ milestone: v1.0 milestone_name: milestone status: verifying stopped_at: Completed 01-02-PLAN.md -last_updated: "2026-03-29T23:38:01.744Z" +last_updated: "2026-03-29T23:42:10.010Z" last_activity: 2026-03-29 progress: total_phases: 10 @@ -25,8 +25,8 @@ See: .planning/PROJECT.md (updated 2026-03-29) ## Current Position -Phase: 01 (Tradier Data Layer) — EXECUTING -Plan: 2 of 2 +Phase: 2 +Plan: Not started Status: Phase complete — ready for verification Last activity: 2026-03-29 diff --git a/.planning/phases/01-tradier-data-layer/01-VERIFICATION.md b/.planning/phases/01-tradier-data-layer/01-VERIFICATION.md new file mode 100644 index 00000000..9bc2c874 --- /dev/null +++ b/.planning/phases/01-tradier-data-layer/01-VERIFICATION.md @@ -0,0 +1,116 @@ +--- +phase: 01-tradier-data-layer +verified: 2026-03-29T23:50:00Z +status: passed +score: 13/13 must-haves verified +re_verification: false +--- + +# Phase 01: Tradier Data Layer Verification Report + +**Phase Goal:** System can retrieve and display complete options chain data with Greeks and IV for any ticker +**Verified:** 2026-03-29T23:50:00Z +**Status:** passed +**Re-verification:** No -- initial verification + +## Goal Achievement + +### Observable Truths + +| # | Truth | Status | Evidence | +|---|-------|--------|----------| +| 1 | get_options_expirations() returns a list of YYYY-MM-DD date strings filtered by DTE range | VERIFIED | tradier.py:141-177 implements DTE filtering with strptime; 4 tests pass (TestGetExpirations) | +| 2 | get_options_chain() returns an OptionsChain with OptionsContract dataclasses containing Greeks and IV | VERIFIED | tradier.py:227-259 builds OptionsChain with contracts; TestGetOptionsChain (4 tests) pass | +| 3 | OptionsChain.to_dataframe() returns a pandas DataFrame with all contract fields | VERIFIED | tradier.py:68-70 uses pd.DataFrame([vars(c)...]); TestGetOptionsChain::test_chain_string_format passes | +| 4 | OptionsChain.filter_by_dte() returns a filtered OptionsChain within the specified DTE range | VERIFIED | tradier.py:72-97 implements DTE filter; TestDTEFilter (2 tests) pass | +| 5 | Tradier API auth uses TRADIER_API_KEY env var and TRADIER_SANDBOX toggles base URL | VERIFIED | tradier_common.py:32 reads TRADIER_API_KEY; line 47 reads TRADIER_SANDBOX; TestSandboxURL (3 tests) pass | +| 6 | Rate limit detection raises TradierRateLimitError on 429 or exhausted X-Ratelimit-Available | VERIFIED | tradier_common.py:76-94 checks headers and status 429; TestRateLimitDetection (2 tests) pass | +| 7 | Tradier is registered as a vendor in VENDOR_LIST | VERIFIED | interface.py:78 contains "tradier" in VENDOR_LIST | +| 8 | options_chain category exists in TOOLS_CATEGORIES with get_options_chain and get_options_expirations tools | VERIFIED | interface.py:66-71 defines options_chain category | +| 9 | VENDOR_METHODS maps get_options_chain and get_options_expirations to Tradier implementations | VERIFIED | interface.py:124-128 maps both methods to tradier functions | +| 10 | DEFAULT_CONFIG data_vendors includes options_chain: tradier | VERIFIED | default_config.py:30 contains "options_chain": "tradier" | +| 11 | route_to_vendor catches TradierRateLimitError for vendor fallback | VERIFIED | interface.py:179 catches (AlphaVantageRateLimitError, TradierRateLimitError) | +| 12 | @tool decorated functions exist for options chain retrieval | VERIFIED | options_tools.py has two @tool functions delegating to route_to_vendor | +| 13 | All unit tests pass with mocked Tradier API responses | VERIFIED | 25/25 tests pass in 4.39s | + +**Score:** 13/13 truths verified + +### Required Artifacts + +| Artifact | Expected | Status | Details | +|----------|----------|--------|---------| +| `tradingagents/dataflows/tradier_common.py` | Auth, base URL, rate limit error, HTTP helper | VERIFIED | 124 lines, all 5 exports present, no stubs | +| `tradingagents/dataflows/tradier.py` | Tradier vendor module with options chain retrieval | VERIFIED | 297 lines, all 6 exports present, full implementation | +| `tradingagents/agents/utils/options_tools.py` | LangChain @tool functions for options data | VERIFIED | 49 lines, 2 @tool functions with route_to_vendor | +| `tradingagents/dataflows/interface.py` | Vendor routing with Tradier and options_chain category | VERIFIED | Contains tradier imports, VENDOR_LIST, TOOLS_CATEGORIES, VENDOR_METHODS, TradierRateLimitError catch | +| `tradingagents/default_config.py` | Default config with options_chain vendor | VERIFIED | Contains "options_chain": "tradier" | +| `tests/unit/data/test_tradier.py` | Unit tests for all DATA requirements | VERIFIED | 25 tests across 10 test classes, all passing | +| `tests/conftest.py` | Shared mock fixtures | VERIFIED | Contains all 5 mock response fixtures with relative dates | + +### Key Link Verification + +| From | To | Via | Status | Details | +|------|----|-----|--------|---------| +| tradier.py | tradier_common.py | `from .tradier_common import make_tradier_request_with_retry, TradierRateLimitError` | WIRED | tradier.py:15 | +| interface.py | tradier.py | `from .tradier import get_options_chain as get_tradier_options_chain, get_options_expirations as get_tradier_options_expirations` | WIRED | interface.py:26-29 | +| interface.py | tradier_common.py | `from .tradier_common import TradierRateLimitError` | WIRED | interface.py:30 | +| options_tools.py | interface.py | `from tradingagents.dataflows.interface import route_to_vendor` | WIRED | options_tools.py:3, used in both @tool functions | + +### Data-Flow Trace (Level 4) + +Not applicable -- this phase creates a data retrieval layer (API client), not a rendering component. Data flows through Tradier REST API to typed dataclasses. Verified structurally: `make_tradier_request` performs real `requests.get()` and returns `response.json()`, which flows through `_parse_contract()` to `OptionsContract` dataclass fields. No static/hardcoded returns. + +### Behavioral Spot-Checks + +| Behavior | Command | Result | Status | +|----------|---------|--------|--------| +| All exports importable | `uv run python -c "from tradingagents.dataflows.tradier import OptionsContract, OptionsChain, get_options_expirations, get_options_chain, get_options_chain_structured, clear_options_cache"` | Success | PASS | +| Common exports importable | `uv run python -c "from tradingagents.dataflows.tradier_common import TradierRateLimitError, get_api_key, get_base_url, make_tradier_request, make_tradier_request_with_retry"` | Success | PASS | +| Tool functions importable | `uv run python -c "from tradingagents.agents.utils.options_tools import get_options_chain, get_options_expirations"` | Success | PASS | +| Vendor routing wired | `uv run python -c "from tradingagents.dataflows.interface import VENDOR_LIST; assert 'tradier' in VENDOR_LIST"` | Success | PASS | +| OptionsContract has 21 fields | `uv run python -c "import dataclasses; from tradingagents.dataflows.tradier import OptionsContract; assert len(dataclasses.fields(OptionsContract)) == 21"` | Success | PASS | +| Test suite passes | `uv run python -m pytest tests/unit/data/test_tradier.py -x -v` | 25 passed in 4.39s | PASS | + +### Requirements Coverage + +| Requirement | Source Plan | Description | Status | Evidence | +|-------------|-----------|-------------|--------|----------| +| DATA-01 | 01-01 | Full options chain retrieval (strikes, expirations, bid/ask, volume, OI) via Tradier API | SATISFIED | tradier.py get_options_chain/get_options_chain_structured with all fields in OptionsContract; TestGetOptionsChain passes | +| DATA-02 | 01-01 | Options expirations and available strikes for any ticker via Tradier API | SATISFIED | tradier.py get_options_expirations with DTE filtering; TestGetExpirations passes | +| DATA-03 | 01-01 | 1st-order Greeks (Delta, Gamma, Theta, Vega, Rho) from ORATS via Tradier | SATISFIED | OptionsContract has delta/gamma/theta/vega/rho fields; greeks="true" in API call; TestGreeksPresent passes | +| DATA-04 | 01-01 | Implied volatility per contract (bid_iv, mid_iv, ask_iv, smv_vol) | SATISFIED | OptionsContract has bid_iv/mid_iv/ask_iv/smv_vol fields; TestIVPresent passes | +| DATA-05 | 01-01 | Filter options chains by DTE range | SATISFIED | OptionsChain.filter_by_dte() and get_options_expirations DTE filtering; TestDTEFilter passes | +| DATA-08 | 01-02 | Tradier integrated as new vendor in existing data routing layer | SATISFIED | VENDOR_LIST, TOOLS_CATEGORIES, VENDOR_METHODS, DEFAULT_CONFIG all updated; TestVendorRegistration passes | + +No orphaned requirements found. All 6 requirement IDs (DATA-01 through DATA-05, DATA-08) from PLAN frontmatter are accounted for and satisfied. + +### Anti-Patterns Found + +| File | Line | Pattern | Severity | Impact | +|------|------|---------|----------|--------| +| (none) | - | - | - | - | + +No TODO, FIXME, placeholder, stub, or empty implementation patterns found in any phase files. + +### Human Verification Required + +### 1. Live API Integration Test + +**Test:** Set TRADIER_API_KEY env var and run `get_options_chain_structured("AAPL")` against the real Tradier API +**Expected:** Returns OptionsChain with real contracts containing non-None Greeks and IV values +**Why human:** Requires active Tradier API key and network access; cannot verify API correctness with mocks alone + +### 2. Sandbox Mode Behavior + +**Test:** Set TRADIER_SANDBOX=true and TRADIER_API_KEY to a sandbox token, call `get_options_chain("SPY")` +**Expected:** Returns chain data (possibly without Greeks per Pitfall 1) without errors +**Why human:** Requires sandbox API credentials + +### Gaps Summary + +No gaps found. All 13 observable truths verified, all 7 artifacts are substantive and wired, all 4 key links confirmed, all 6 requirements satisfied, all 25 unit tests pass, and no anti-patterns detected. + +--- + +_Verified: 2026-03-29T23:50:00Z_ +_Verifier: Claude (gsd-verifier)_