---
phase: 01-tradier-data-layer
plan: 01
subsystem: dataflows
tags: [tradier, options, greeks, iv, dataclass, rest-api, rate-limit]

# Dependency graph
requires: []
provides:
  - "TradierRateLimitError exception for vendor fallback integration"
  - "OptionsContract dataclass with 21 fields (Greeks, IV, market data)"
  - "OptionsChain dataclass with to_dataframe() and filter_by_dte()"
  - "get_options_expirations() with DTE filtering"
  - "get_options_chain() string return for LLM tools"
  - "get_options_chain_structured() typed return for programmatic use"
  - "Tradier auth (TRADIER_API_KEY) and sandbox toggle (TRADIER_SANDBOX)"
  - "Rate limit detection via X-Ratelimit-Available header and HTTP 429"
  - "Exponential backoff retry via make_tradier_request_with_retry()"
affects: [01-02, 02-greeks-math, 03-volatility, 04-gex, options-agents]

# Tech tracking
tech-stack:
  added: [requests]
  patterns: [vendor-common-module, typed-dataclass-contracts, session-cache]

key-files:
  created:
    - tradingagents/dataflows/tradier_common.py
    - tradingagents/dataflows/tradier.py
  modified: []

key-decisions:
  - "Session cache keyed by symbol:min_dte:max_dte stores OptionsChain objects (not strings)"
  - "Cache stores OptionsChain dataclass; string serialization happens at retrieval time"
  - "Pitfall 2 and 5 normalization inline rather than in a shared helper"

patterns-established:
  - "Tradier vendor common: auth + HTTP + rate limit mirrors alpha_vantage_common.py pattern"
  - "OptionsContract/OptionsChain as canonical typed structures for all options data"
  - "Dual return pattern: string for LLM tools, dataclass for computation modules"

requirements-completed: [DATA-01, DATA-02, DATA-03, DATA-04, DATA-05]

# Metrics
duration: 3min
completed: 2026-03-29
---

# Phase 01 Plan 01: Tradier Data Layer Summary

**Tradier vendor module with typed OptionsContract/OptionsChain dataclasses, ORATS Greeks, IV fields, DTE filtering, session cache, and rate limit handling**

## Performance

- **Duration:** 3 min
- **Started:** 2026-03-29T23:27:00Z
- **Completed:** 2026-03-29T23:30:00Z
- **Tasks:** 2
- **Files modified:** 2

## Accomplishments
- Created tradier_common.py with auth, sandbox toggle, HTTP helper, and rate limit detection (header + HTTP 429)
- Created tradier.py with OptionsContract (21 fields) and OptionsChain (to_dataframe, filter_by_dte) dataclasses
- Implemented full options chain retrieval with DTE filtering, session caching, and Tradier API pitfall normalization

## Task Commits

Each task was committed atomically:

1. **Task 1: Create Tradier common module** - `246c2b7` (feat)
2. **Task 2: Create Tradier vendor module with typed dataclasses** - `f397044` (feat)

## Files Created/Modified
- `tradingagents/dataflows/tradier_common.py` - Auth, base URL, rate limit error, HTTP helper with retry
- `tradingagents/dataflows/tradier.py` - Typed dataclasses and options chain retrieval with Greeks and IV

## Decisions Made
- Session cache stores OptionsChain objects keyed by `symbol:min_dte:max_dte`; string serialization deferred to retrieval time for flexibility
- Pitfall normalizations (single-item string/dict responses) handled inline in each function rather than a shared utility
- Followed existing alpha_vantage_common.py pattern exactly for consistency

## Deviations from Plan

None - plan executed exactly as written.

## Issues Encountered
None

## User Setup Required

None - no external service configuration required. Users will need `TRADIER_API_KEY` env var set when actually calling the API, but that is documented in the module docstrings and will be wired in Plan 02.

## Known Stubs

None - all functions are fully implemented with real API integration.

## Next Phase Readiness
- OptionsContract and OptionsChain dataclasses ready for consumption by Plan 02 (vendor routing integration)
- TradierRateLimitError ready for vendor fallback in interface.py
- Structured return (get_options_chain_structured) ready for downstream computation modules (Greeks math, GEX, volatility)

## Self-Check: PASSED

- FOUND: tradingagents/dataflows/tradier_common.py
- FOUND: tradingagents/dataflows/tradier.py
- FOUND: commit 246c2b7
- FOUND: commit f397044

---
*Phase: 01-tradier-data-layer*
*Completed: 2026-03-29*