From b6e579ac427f9b80fd6729c2c1838c0054803918 Mon Sep 17 00:00:00 2001 From: Filipe Salvio Date: Sun, 29 Mar 2026 20:38:18 -0300 Subject: [PATCH] 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 --- .planning/REQUIREMENTS.md | 4 +- .planning/ROADMAP.md | 2 +- .planning/STATE.md | 19 +-- .../01-tradier-data-layer/01-02-SUMMARY.md | 111 ++++++++++++++++++ 4 files changed, 125 insertions(+), 11 deletions(-) create mode 100644 .planning/phases/01-tradier-data-layer/01-02-SUMMARY.md diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 0794e42e..50f9b55d 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -16,7 +16,7 @@ Requirements for initial release. Each maps to roadmap phases. - [x] **DATA-05**: System can filter options chains by DTE range (e.g., 30-60 DTE for income strategies) - [ ] **DATA-06**: System calculates 2nd-order Greeks (Charm, Vanna, Volga/Vomma) via blackscholes library - [ ] **DATA-07**: System can retrieve real-time streaming Greeks and quotes via Tastytrade DXLink WebSocket -- [ ] **DATA-08**: System integrates Tradier and Tastytrade as new vendors in the existing data routing layer +- [x] **DATA-08**: System integrates Tradier and Tastytrade as new vendors in the existing data routing layer ### Volatility Analysis @@ -123,7 +123,7 @@ Which phases cover which requirements. Updated during roadmap creation. | DATA-05 | Phase 1 | Complete | | DATA-06 | Phase 2 | Pending | | DATA-07 | Phase 10 | Pending | -| DATA-08 | Phase 1 | Pending | +| DATA-08 | Phase 1 | Complete | | VOL-01 | Phase 3 | Pending | | VOL-02 | Phase 3 | Pending | | VOL-03 | Phase 6 | Pending | diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index b2bba1c9..aa20b675 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -53,7 +53,7 @@ Decimal phases appear between their surrounding integers in numeric order. **Plans:** 2 plans Plans: - [x] 01-01-PLAN.md -- Tradier common module and vendor module with typed dataclasses and chain retrieval -- [ ] 01-02-PLAN.md -- Vendor routing integration, @tool functions, and comprehensive unit tests +- [x] 01-02-PLAN.md -- Vendor routing integration, @tool functions, and comprehensive unit tests ### Phase 2: Deterministic Math Core **Goal**: All deterministic financial math lives in a pure Python module with comprehensive tests, never as LLM tool calls diff --git a/.planning/STATE.md b/.planning/STATE.md index ac122544..946684dd 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -2,15 +2,15 @@ gsd_state_version: 1.0 milestone: v1.0 milestone_name: milestone -status: executing -stopped_at: Completed 01-01-PLAN.md -last_updated: "2026-03-29T23:30:35.534Z" +status: verifying +stopped_at: Completed 01-02-PLAN.md +last_updated: "2026-03-29T23:38:01.744Z" last_activity: 2026-03-29 progress: total_phases: 10 - completed_phases: 0 + completed_phases: 1 total_plans: 2 - completed_plans: 1 + completed_plans: 2 percent: 0 --- @@ -27,7 +27,7 @@ See: .planning/PROJECT.md (updated 2026-03-29) Phase: 01 (Tradier Data Layer) — EXECUTING Plan: 2 of 2 -Status: Ready to execute +Status: Phase complete — ready for verification Last activity: 2026-03-29 Progress: [░░░░░░░░░░] 0% @@ -53,6 +53,7 @@ Progress: [░░░░░░░░░░] 0% *Updated after each plan completion* | Phase 01 P01 | 3min | 2 tasks | 2 files | +| Phase 01 P02 | 4min | 2 tasks | 9 files | ## Accumulated Context @@ -67,6 +68,8 @@ Recent decisions affecting current work: - [Roadmap]: Tastytrade streaming deferred to Phase 10 as enhancement; batch pipeline uses Tradier REST throughout - [Phase 01]: Session cache stores OptionsChain objects keyed by symbol:min_dte:max_dte - [Phase 01]: Dual return pattern: string for LLM tools, dataclass for computation modules +- [Phase 01]: Tradier is sole vendor for options_chain category (no fallback yet) +- [Phase 01]: Options @tool functions convert list results to comma-separated strings for LLM readability ### Pending Todos @@ -80,6 +83,6 @@ None yet. ## Session Continuity -Last session: 2026-03-29T23:30:35.523Z -Stopped at: Completed 01-01-PLAN.md +Last session: 2026-03-29T23:38:01.718Z +Stopped at: Completed 01-02-PLAN.md Resume file: None diff --git a/.planning/phases/01-tradier-data-layer/01-02-SUMMARY.md b/.planning/phases/01-tradier-data-layer/01-02-SUMMARY.md new file mode 100644 index 00000000..829c6a43 --- /dev/null +++ b/.planning/phases/01-tradier-data-layer/01-02-SUMMARY.md @@ -0,0 +1,111 @@ +--- +phase: 01-tradier-data-layer +plan: 02 +subsystem: dataflows +tags: [tradier, options, vendor-routing, langchain-tools, pytest] + +requires: + - phase: 01-tradier-data-layer plan 01 + provides: tradier.py (OptionsContract, OptionsChain, get_options_chain, get_options_expirations), tradier_common.py (TradierRateLimitError, make_tradier_request) +provides: + - Tradier registered in vendor routing (VENDOR_LIST, TOOLS_CATEGORIES, VENDOR_METHODS) + - options_chain category in DEFAULT_CONFIG data_vendors + - LangChain @tool functions for options chain and expirations + - Comprehensive unit test suite (25 tests) covering DATA-01 through DATA-05 and DATA-08 +affects: [02-greeks-math, 03-vol-analysis, 04-options-agents] + +tech-stack: + added: [pytest>=8.0] + patterns: [options vendor registration, @tool functions for options data, pytest test classes with mock fixtures] + +key-files: + created: + - tradingagents/agents/utils/options_tools.py + - tests/conftest.py + - tests/unit/data/test_tradier.py + modified: + - tradingagents/dataflows/interface.py + - tradingagents/default_config.py + - .env.example + +key-decisions: + - "Tradier is the sole vendor for options_chain category (no fallback vendor yet)" + - "Options @tool functions follow core_stock_tools.py pattern exactly with route_to_vendor" + - "get_options_expirations tool returns comma-separated string (list-to-string conversion for LLM readability)" + +patterns-established: + - "Options tool pattern: @tool functions in options_tools.py delegate to route_to_vendor with method name" + - "Test isolation pattern: clear_options_cache() in setup_method/teardown_method for session cache tests" + - "Mock fixture pattern: conftest.py with relative-date mock responses (never stale)" + +requirements-completed: [DATA-08] + +duration: 4min +completed: 2026-03-29 +--- + +# Phase 01 Plan 02: Vendor Integration, Tools & Tests Summary + +**Tradier vendor routing registration with LangChain @tool functions and 25-test comprehensive unit suite covering all Phase 1 DATA requirements** + +## Performance + +- **Duration:** 4 min +- **Started:** 2026-03-29T23:31:41Z +- **Completed:** 2026-03-29T23:36:31Z +- **Tasks:** 2 +- **Files modified:** 9 + +## Accomplishments +- Tradier fully registered in vendor routing: VENDOR_LIST, TOOLS_CATEGORIES (options_chain), VENDOR_METHODS (get_options_chain, get_options_expirations) +- route_to_vendor now catches both AlphaVantageRateLimitError and TradierRateLimitError for fallback +- Two @tool functions (get_options_chain, get_options_expirations) in options_tools.py following core_stock_tools.py pattern +- 25 passing unit tests across 10 test classes covering DATA-01 through DATA-05, DATA-08, plus edge cases + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Register Tradier in vendor routing and create options tools** - `18e1e99` (feat) +2. **Task 2: Create comprehensive unit tests for all Phase 1 requirements** - `a249334` (test) + +## Files Created/Modified +- `tradingagents/dataflows/interface.py` - Added Tradier imports, options_chain category, vendor methods, TradierRateLimitError catch +- `tradingagents/default_config.py` - Added options_chain: tradier to data_vendors +- `tradingagents/agents/utils/options_tools.py` - LangChain @tool functions for options chain and expirations +- `.env.example` - Added TRADIER_API_KEY and TRADIER_SANDBOX documentation +- `tests/conftest.py` - Shared mock fixtures with relative-date responses +- `tests/unit/data/test_tradier.py` - 25 tests across 10 classes +- `tests/unit/__init__.py` - Package init +- `tests/unit/data/__init__.py` - Package init +- `pyproject.toml` / `uv.lock` - Added pytest>=8.0 as dev dependency + +## Decisions Made +- Tradier is the sole vendor for the options_chain category -- no fallback vendor exists yet (yfinance has no options Greeks) +- get_options_expirations @tool converts list result to comma-separated string for LLM readability +- Test fixtures use relative dates (_iso_days_out) so DTE assertions never go stale + +## Deviations from Plan + +None - plan executed exactly as written. + +## Issues Encountered + +None. + +## User Setup Required + +None - no external service configuration required. TRADIER_API_KEY documented in .env.example. + +## Next Phase Readiness +- Phase 1 (Tradier Data Layer) is complete: data retrieval, vendor routing, @tool functions, and comprehensive tests all in place +- Phases 2, 3, and 4 can proceed in parallel (all depend only on the Tradier data layer) +- Options agents in Phase 4+ can bind options_tools.py tools using the established ChatPromptTemplate + bind_tools pattern + +## Self-Check: PASSED + +All created files verified present. All commit hashes found in git log. + +--- +*Phase: 01-tradier-data-layer* +*Completed: 2026-03-29*