docs(01-02): complete vendor integration, tools & tests plan
- SUMMARY.md with 2 tasks, 25 tests, all Phase 1 DATA requirements covered - STATE.md updated: progress 100%, phase 01 complete - ROADMAP.md updated: plan progress for phase 01 - REQUIREMENTS.md: DATA-08 marked complete
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Filipe Salvio
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@ -16,7 +16,7 @@ Requirements for initial release. Each maps to roadmap phases.
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- [x] **DATA-05**: System can filter options chains by DTE range (e.g., 30-60 DTE for income strategies)
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- [ ] **DATA-06**: System calculates 2nd-order Greeks (Charm, Vanna, Volga/Vomma) via blackscholes library
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- [ ] **DATA-07**: System can retrieve real-time streaming Greeks and quotes via Tastytrade DXLink WebSocket
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- [ ] **DATA-08**: System integrates Tradier and Tastytrade as new vendors in the existing data routing layer
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- [x] **DATA-08**: System integrates Tradier and Tastytrade as new vendors in the existing data routing layer
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### Volatility Analysis
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@ -123,7 +123,7 @@ Which phases cover which requirements. Updated during roadmap creation.
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| DATA-05 | Phase 1 | Complete |
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| DATA-06 | Phase 2 | Pending |
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| DATA-07 | Phase 10 | Pending |
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| DATA-08 | Phase 1 | Pending |
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| DATA-08 | Phase 1 | Complete |
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| VOL-01 | Phase 3 | Pending |
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| VOL-02 | Phase 3 | Pending |
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| VOL-03 | Phase 6 | Pending |
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@ -53,7 +53,7 @@ Decimal phases appear between their surrounding integers in numeric order.
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**Plans:** 2 plans
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Plans:
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- [x] 01-01-PLAN.md -- Tradier common module and vendor module with typed dataclasses and chain retrieval
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- [ ] 01-02-PLAN.md -- Vendor routing integration, @tool functions, and comprehensive unit tests
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- [x] 01-02-PLAN.md -- Vendor routing integration, @tool functions, and comprehensive unit tests
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### Phase 2: Deterministic Math Core
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**Goal**: All deterministic financial math lives in a pure Python module with comprehensive tests, never as LLM tool calls
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@ -2,15 +2,15 @@
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gsd_state_version: 1.0
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milestone: v1.0
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milestone_name: milestone
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status: executing
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stopped_at: Completed 01-01-PLAN.md
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last_updated: "2026-03-29T23:30:35.534Z"
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status: verifying
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stopped_at: Completed 01-02-PLAN.md
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last_updated: "2026-03-29T23:38:01.744Z"
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last_activity: 2026-03-29
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progress:
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total_phases: 10
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completed_phases: 0
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completed_phases: 1
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total_plans: 2
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completed_plans: 1
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completed_plans: 2
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percent: 0
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---
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@ -27,7 +27,7 @@ See: .planning/PROJECT.md (updated 2026-03-29)
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Phase: 01 (Tradier Data Layer) — EXECUTING
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Plan: 2 of 2
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Status: Ready to execute
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Status: Phase complete — ready for verification
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Last activity: 2026-03-29
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Progress: [░░░░░░░░░░] 0%
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@ -53,6 +53,7 @@ Progress: [░░░░░░░░░░] 0%
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*Updated after each plan completion*
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| Phase 01 P01 | 3min | 2 tasks | 2 files |
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| Phase 01 P02 | 4min | 2 tasks | 9 files |
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## Accumulated Context
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@ -67,6 +68,8 @@ Recent decisions affecting current work:
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- [Roadmap]: Tastytrade streaming deferred to Phase 10 as enhancement; batch pipeline uses Tradier REST throughout
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- [Phase 01]: Session cache stores OptionsChain objects keyed by symbol:min_dte:max_dte
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- [Phase 01]: Dual return pattern: string for LLM tools, dataclass for computation modules
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- [Phase 01]: Tradier is sole vendor for options_chain category (no fallback yet)
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- [Phase 01]: Options @tool functions convert list results to comma-separated strings for LLM readability
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### Pending Todos
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@ -80,6 +83,6 @@ None yet.
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## Session Continuity
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Last session: 2026-03-29T23:30:35.523Z
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Stopped at: Completed 01-01-PLAN.md
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Last session: 2026-03-29T23:38:01.718Z
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Stopped at: Completed 01-02-PLAN.md
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Resume file: None
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@ -0,0 +1,111 @@
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---
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phase: 01-tradier-data-layer
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plan: 02
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subsystem: dataflows
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tags: [tradier, options, vendor-routing, langchain-tools, pytest]
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requires:
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- phase: 01-tradier-data-layer plan 01
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provides: tradier.py (OptionsContract, OptionsChain, get_options_chain, get_options_expirations), tradier_common.py (TradierRateLimitError, make_tradier_request)
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provides:
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- Tradier registered in vendor routing (VENDOR_LIST, TOOLS_CATEGORIES, VENDOR_METHODS)
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- options_chain category in DEFAULT_CONFIG data_vendors
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- LangChain @tool functions for options chain and expirations
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- Comprehensive unit test suite (25 tests) covering DATA-01 through DATA-05 and DATA-08
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affects: [02-greeks-math, 03-vol-analysis, 04-options-agents]
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tech-stack:
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added: [pytest>=8.0]
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patterns: [options vendor registration, @tool functions for options data, pytest test classes with mock fixtures]
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key-files:
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created:
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- tradingagents/agents/utils/options_tools.py
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- tests/conftest.py
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- tests/unit/data/test_tradier.py
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modified:
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- tradingagents/dataflows/interface.py
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- tradingagents/default_config.py
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- .env.example
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key-decisions:
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- "Tradier is the sole vendor for options_chain category (no fallback vendor yet)"
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- "Options @tool functions follow core_stock_tools.py pattern exactly with route_to_vendor"
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- "get_options_expirations tool returns comma-separated string (list-to-string conversion for LLM readability)"
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patterns-established:
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- "Options tool pattern: @tool functions in options_tools.py delegate to route_to_vendor with method name"
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- "Test isolation pattern: clear_options_cache() in setup_method/teardown_method for session cache tests"
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- "Mock fixture pattern: conftest.py with relative-date mock responses (never stale)"
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requirements-completed: [DATA-08]
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duration: 4min
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completed: 2026-03-29
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---
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# Phase 01 Plan 02: Vendor Integration, Tools & Tests Summary
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**Tradier vendor routing registration with LangChain @tool functions and 25-test comprehensive unit suite covering all Phase 1 DATA requirements**
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## Performance
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- **Duration:** 4 min
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- **Started:** 2026-03-29T23:31:41Z
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- **Completed:** 2026-03-29T23:36:31Z
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- **Tasks:** 2
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- **Files modified:** 9
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## Accomplishments
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- Tradier fully registered in vendor routing: VENDOR_LIST, TOOLS_CATEGORIES (options_chain), VENDOR_METHODS (get_options_chain, get_options_expirations)
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- route_to_vendor now catches both AlphaVantageRateLimitError and TradierRateLimitError for fallback
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- Two @tool functions (get_options_chain, get_options_expirations) in options_tools.py following core_stock_tools.py pattern
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- 25 passing unit tests across 10 test classes covering DATA-01 through DATA-05, DATA-08, plus edge cases
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Register Tradier in vendor routing and create options tools** - `18e1e99` (feat)
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2. **Task 2: Create comprehensive unit tests for all Phase 1 requirements** - `a249334` (test)
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## Files Created/Modified
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- `tradingagents/dataflows/interface.py` - Added Tradier imports, options_chain category, vendor methods, TradierRateLimitError catch
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- `tradingagents/default_config.py` - Added options_chain: tradier to data_vendors
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- `tradingagents/agents/utils/options_tools.py` - LangChain @tool functions for options chain and expirations
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- `.env.example` - Added TRADIER_API_KEY and TRADIER_SANDBOX documentation
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- `tests/conftest.py` - Shared mock fixtures with relative-date responses
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- `tests/unit/data/test_tradier.py` - 25 tests across 10 classes
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- `tests/unit/__init__.py` - Package init
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- `tests/unit/data/__init__.py` - Package init
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- `pyproject.toml` / `uv.lock` - Added pytest>=8.0 as dev dependency
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## Decisions Made
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- Tradier is the sole vendor for the options_chain category -- no fallback vendor exists yet (yfinance has no options Greeks)
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- get_options_expirations @tool converts list result to comma-separated string for LLM readability
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- Test fixtures use relative dates (_iso_days_out) so DTE assertions never go stale
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## Deviations from Plan
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None - plan executed exactly as written.
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## Issues Encountered
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None.
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## User Setup Required
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None - no external service configuration required. TRADIER_API_KEY documented in .env.example.
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## Next Phase Readiness
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- Phase 1 (Tradier Data Layer) is complete: data retrieval, vendor routing, @tool functions, and comprehensive tests all in place
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- Phases 2, 3, and 4 can proceed in parallel (all depend only on the Tradier data layer)
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- Options agents in Phase 4+ can bind options_tools.py tools using the established ChatPromptTemplate + bind_tools pattern
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## Self-Check: PASSED
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All created files verified present. All commit hashes found in git log.
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---
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*Phase: 01-tradier-data-layer*
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*Completed: 2026-03-29*
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