--- phase: 01-tradier-data-layer plan: 02 type: execute wave: 2 depends_on: - 01-01 files_modified: - tradingagents/dataflows/interface.py - tradingagents/default_config.py - tradingagents/agents/utils/options_tools.py - .env.example - tests/unit/data/test_tradier.py - tests/conftest.py autonomous: true requirements: - DATA-08 must_haves: truths: - "Tradier is registered as a vendor in VENDOR_LIST" - "options_chain category exists in TOOLS_CATEGORIES with get_options_chain and get_options_expirations tools" - "VENDOR_METHODS maps get_options_chain and get_options_expirations to Tradier implementations" - "DEFAULT_CONFIG data_vendors includes options_chain: tradier" - "route_to_vendor catches TradierRateLimitError for vendor fallback" - "@tool decorated functions exist for options chain retrieval" - "All unit tests pass with mocked Tradier API responses" artifacts: - path: "tradingagents/dataflows/interface.py" provides: "Vendor routing with Tradier and options_chain category" contains: "options_chain" - path: "tradingagents/default_config.py" provides: "Default config with options_chain vendor" contains: "options_chain" - path: "tradingagents/agents/utils/options_tools.py" provides: "LangChain @tool functions for options data" exports: ["get_options_chain", "get_options_expirations"] - path: "tests/unit/data/test_tradier.py" provides: "Unit tests for all DATA requirements" min_lines: 100 key_links: - from: "tradingagents/dataflows/interface.py" to: "tradingagents/dataflows/tradier.py" via: "import get_options_chain, get_options_expirations" pattern: "from .tradier import" - from: "tradingagents/agents/utils/options_tools.py" to: "tradingagents/dataflows/interface.py" via: "route_to_vendor call" pattern: "route_to_vendor" - from: "tradingagents/dataflows/interface.py" to: "tradingagents/dataflows/tradier_common.py" via: "import TradierRateLimitError for fallback catch" pattern: "TradierRateLimitError" --- Integrate Tradier into the existing vendor routing system, create @tool functions for LLM agents, and write comprehensive unit tests covering all Phase 1 requirements. Purpose: Without vendor registration, no agent can access Tradier data. Without tests, we cannot verify correctness. This plan wires the Tradier module into the system and proves it works. Output: Updated interface.py and default_config.py, new options_tools.py, comprehensive test suite in tests/unit/data/test_tradier.py. @$HOME/.claude/get-shit-done/workflows/execute-plan.md @$HOME/.claude/get-shit-done/templates/summary.md @.planning/PROJECT.md @.planning/ROADMAP.md @.planning/STATE.md @.planning/phases/01-tradier-data-layer/01-CONTEXT.md @.planning/phases/01-tradier-data-layer/01-RESEARCH.md @.planning/phases/01-tradier-data-layer/01-01-SUMMARY.md From tradingagents/dataflows/tradier.py (created in Plan 01): ```python @dataclass class OptionsContract: symbol: str; underlying: str; option_type: str; strike: float expiration_date: str; bid: float; ask: float; last: float volume: int; open_interest: int delta: float | None; gamma: float | None; theta: float | None vega: float | None; rho: float | None; phi: float | None bid_iv: float | None; mid_iv: float | None; ask_iv: float | None smv_vol: float | None; greeks_updated_at: str | None @dataclass class OptionsChain: underlying: str; fetch_timestamp: str; expirations: list[str] contracts: list[OptionsContract] def to_dataframe(self) -> pd.DataFrame: ... def filter_by_dte(self, min_dte: int = 0, max_dte: int = 50) -> "OptionsChain": ... def get_options_expirations(symbol: str, min_dte: int = 0, max_dte: int = 50) -> list[str]: ... def get_options_chain(symbol: str, min_dte: int = 0, max_dte: int = 50) -> str: ... def get_options_chain_structured(symbol: str, min_dte: int = 0, max_dte: int = 50) -> OptionsChain: ... def clear_options_cache(): ... ``` From tradingagents/dataflows/tradier_common.py (created in Plan 01): ```python class TradierRateLimitError(Exception): pass def get_api_key() -> str: ... def get_base_url() -> str: ... def make_tradier_request(path: str, params: dict | None = None) -> dict: ... def make_tradier_request_with_retry(path: str, params: dict | None = None, max_retries: int = 3) -> dict: ... ``` From tradingagents/dataflows/interface.py (existing): ```python TOOLS_CATEGORIES = { "core_stock_apis": ..., "technical_indicators": ..., "fundamental_data": ..., "news_data": ... } VENDOR_LIST = ["yfinance", "alpha_vantage"] VENDOR_METHODS = { "get_stock_data": {...}, ... } def route_to_vendor(method: str, *args, **kwargs): ... # Currently catches only AlphaVantageRateLimitError in fallback loop ``` From tradingagents/default_config.py (existing): ```python DEFAULT_CONFIG = { "data_vendors": { "core_stock_apis": "yfinance", "technical_indicators": "yfinance", "fundamental_data": "yfinance", "news_data": "yfinance", }, "tool_vendors": {}, } ``` From tradingagents/agents/utils/core_stock_tools.py (pattern reference): ```python from langchain_core.tools import tool from typing import Annotated from tradingagents.dataflows.interface import route_to_vendor @tool def get_stock_data(symbol: Annotated[str, "ticker symbol"], ...) -> str: return route_to_vendor("get_stock_data", symbol, start_date, end_date) ``` Task 1: Register Tradier in vendor routing and update default config tradingagents/dataflows/interface.py, tradingagents/default_config.py, .env.example, tradingagents/agents/utils/options_tools.py - tradingagents/dataflows/interface.py - tradingagents/default_config.py - tradingagents/agents/utils/core_stock_tools.py - tradingagents/dataflows/tradier.py - tradingagents/dataflows/tradier_common.py - .env.example **A. Update `tradingagents/dataflows/interface.py`:** 1. Add imports at top of file (after existing vendor imports): ```python from .tradier import ( get_options_chain as get_tradier_options_chain, get_options_expirations as get_tradier_options_expirations, ) from .tradier_common import TradierRateLimitError ``` 2. Add `"options_chain"` category to `TOOLS_CATEGORIES` dict: ```python "options_chain": { "description": "Options chain data with Greeks and IV", "tools": [ "get_options_chain", "get_options_expirations", ] } ``` 3. Add `"tradier"` to `VENDOR_LIST`: ```python VENDOR_LIST = ["yfinance", "alpha_vantage", "tradier"] ``` 4. Add options methods to `VENDOR_METHODS` dict: ```python "get_options_chain": { "tradier": get_tradier_options_chain, }, "get_options_expirations": { "tradier": get_tradier_options_expirations, }, ``` 5. Update `route_to_vendor()` fallback exception catch to also catch `TradierRateLimitError`. Change line: ```python except AlphaVantageRateLimitError: ``` to: ```python except (AlphaVantageRateLimitError, TradierRateLimitError): ``` **B. Update `tradingagents/default_config.py`:** Add to the `"data_vendors"` dict inside `DEFAULT_CONFIG`: ```python "options_chain": "tradier", # Options: tradier ``` **C. Update `.env.example`:** Add after the existing API keys section: ``` # Options Data Providers TRADIER_API_KEY= TRADIER_SANDBOX=false ``` **D. Create `tradingagents/agents/utils/options_tools.py`:** Following the `core_stock_tools.py` pattern exactly: ```python from langchain_core.tools import tool from typing import Annotated from tradingagents.dataflows.interface import route_to_vendor @tool def get_options_chain( symbol: Annotated[str, "ticker symbol of the company"], min_dte: Annotated[int, "minimum days to expiration"] = 0, max_dte: Annotated[int, "maximum days to expiration"] = 50, ) -> str: """ Retrieve options chain data with Greeks and IV for a given ticker symbol. Returns strikes, expirations, bid/ask, volume, OI, 1st-order Greeks (Delta, Gamma, Theta, Vega, Rho), and implied volatility (bid_iv, mid_iv, ask_iv, smv_vol) filtered by DTE range. Args: symbol (str): Ticker symbol of the company, e.g. AAPL, TSLA min_dte (int): Minimum days to expiration (default 0) max_dte (int): Maximum days to expiration (default 50) Returns: str: A formatted dataframe containing options chain data with Greeks and IV. """ return route_to_vendor("get_options_chain", symbol, min_dte, max_dte) @tool def get_options_expirations( symbol: Annotated[str, "ticker symbol of the company"], min_dte: Annotated[int, "minimum days to expiration"] = 0, max_dte: Annotated[int, "maximum days to expiration"] = 50, ) -> str: """ Retrieve available options expiration dates for a given ticker symbol, filtered by DTE range. Args: symbol (str): Ticker symbol of the company, e.g. AAPL, TSLA min_dte (int): Minimum days to expiration (default 0) max_dte (int): Maximum days to expiration (default 50) Returns: str: Comma-separated list of expiration dates (YYYY-MM-DD format). """ result = route_to_vendor("get_options_expirations", symbol, min_dte, max_dte) if isinstance(result, list): return ", ".join(result) return str(result) ``` Default DTE range 0-50 per D-04. Docstrings are LLM-readable per project conventions. uv run python -c " from tradingagents.dataflows.interface import TOOLS_CATEGORIES, VENDOR_LIST, VENDOR_METHODS assert 'options_chain' in TOOLS_CATEGORIES, 'options_chain not in TOOLS_CATEGORIES' assert 'tradier' in VENDOR_LIST, 'tradier not in VENDOR_LIST' assert 'get_options_chain' in VENDOR_METHODS, 'get_options_chain not in VENDOR_METHODS' assert 'get_options_expirations' in VENDOR_METHODS, 'get_options_expirations not in VENDOR_METHODS' from tradingagents.default_config import DEFAULT_CONFIG assert DEFAULT_CONFIG['data_vendors'].get('options_chain') == 'tradier', 'options_chain not in default config' from tradingagents.agents.utils.options_tools import get_options_chain, get_options_expirations print('ALL CHECKS PASSED') " - tradingagents/dataflows/interface.py contains `"options_chain"` in TOOLS_CATEGORIES - tradingagents/dataflows/interface.py contains `"tradier"` in VENDOR_LIST - tradingagents/dataflows/interface.py contains `"get_options_chain"` in VENDOR_METHODS - tradingagents/dataflows/interface.py contains `"get_options_expirations"` in VENDOR_METHODS - tradingagents/dataflows/interface.py contains `TradierRateLimitError` in the except clause of route_to_vendor - tradingagents/dataflows/interface.py contains `from .tradier import` - tradingagents/dataflows/interface.py contains `from .tradier_common import TradierRateLimitError` - tradingagents/default_config.py contains `"options_chain": "tradier"` - .env.example contains `TRADIER_API_KEY=` - .env.example contains `TRADIER_SANDBOX=false` - tradingagents/agents/utils/options_tools.py exists - tradingagents/agents/utils/options_tools.py contains `@tool` (at least twice) - tradingagents/agents/utils/options_tools.py contains `route_to_vendor("get_options_chain"` - tradingagents/agents/utils/options_tools.py contains `route_to_vendor("get_options_expirations"` - tradingagents/agents/utils/options_tools.py contains `min_dte` and `max_dte` parameters with default 0 and 50 (D-04) - `uv run python -c "from tradingagents.agents.utils.options_tools import get_options_chain"` exits 0 Tradier registered in vendor routing (VENDOR_LIST, TOOLS_CATEGORIES, VENDOR_METHODS). DEFAULT_CONFIG has options_chain: tradier. route_to_vendor catches TradierRateLimitError. Two @tool functions created following core_stock_tools.py pattern. .env.example updated with TRADIER_API_KEY and TRADIER_SANDBOX. Task 2: Create comprehensive unit tests for all Phase 1 requirements tests/unit/data/test_tradier.py, tests/conftest.py - tradingagents/dataflows/tradier.py - tradingagents/dataflows/tradier_common.py - tradingagents/dataflows/interface.py - tradingagents/agents/utils/options_tools.py - tests/test_ticker_symbol_handling.py - TestGetExpirations (DATA-02): mock Tradier /expirations response with 5 dates, verify DTE filter returns only dates within range. Test single-date string normalization (Pitfall 5). - TestGetOptionsChain (DATA-01): mock Tradier /chains response with 3 contracts, verify OptionsChain has correct underlying, expirations, and contract count. Test single-contract dict normalization (Pitfall 2). - TestGreeksPresent (DATA-03): mock response with greeks object, verify OptionsContract has delta, gamma, theta, vega, rho values and greeks_updated_at timestamp. - TestGreeksAbsent (Pitfall 1): mock response with greeks: null, verify OptionsContract has None for all Greeks fields without crashing. - TestIVPresent (DATA-04): mock response with greeks object, verify OptionsContract has bid_iv, mid_iv, ask_iv, smv_vol values. - TestDTEFilter (DATA-05): create OptionsChain with contracts at various DTEs, call filter_by_dte(30, 60), verify only contracts in range remain. - TestVendorRegistration (DATA-08): verify "tradier" in VENDOR_LIST, "options_chain" in TOOLS_CATEGORIES, get_options_chain and get_options_expirations in VENDOR_METHODS. - TestRateLimitDetection: mock 429 response, verify TradierRateLimitError raised. Mock response with X-Ratelimit-Available: 0, verify TradierRateLimitError raised. - TestSessionCache: patch the underlying HTTP/request mock; call `get_options_chain_structured("AAPL")` twice — assert `mock.call_count == 1` after the second call (second read is cache hit). Call `clear_options_cache()`, then `get_options_chain_structured("AAPL")` again — assert `mock.call_count == 2` (or increased by exactly one vs post-clear baseline). - TestSandboxURL: set TRADIER_SANDBOX=true, verify get_base_url returns sandbox URL. **A. Install pytest if not present:** ```bash uv add --dev pytest>=8.0 ``` **B. Create `tests/conftest.py`** with shared Tradier API mock fixtures: ```python import pytest from datetime import date, timedelta from unittest.mock import patch, MagicMock def _iso_days_out(days: int) -> str: """Expiration string relative to today so DTE assertions never go stale.""" return (date.today() + timedelta(days=days)).isoformat() MOCK_EXPIRATIONS_RESPONSE = { "expirations": { "date": [_iso_days_out(d) for d in (7, 14, 21, 28, 45)] } } MOCK_SINGLE_EXPIRATION_RESPONSE = { "expirations": { "date": _iso_days_out(21) } } MOCK_CHAIN_RESPONSE = { "options": { "option": [ { "symbol": "AAPL260417C00170000", "underlying": "AAPL", "option_type": "call", "strike": 170.0, "expiration_date": _iso_days_out(20), "bid": 5.10, "ask": 5.30, "last": 5.20, "volume": 1234, "open_interest": 5678, "greeks": { "delta": 0.55, "gamma": 0.04, "theta": -0.08, "vega": 0.25, "rho": 0.03, "phi": -0.02, "bid_iv": 0.28, "mid_iv": 0.29, "ask_iv": 0.30, "smv_vol": 0.285, "updated_at": "2026-04-01 12:00:00" } }, { "symbol": "AAPL260417P00170000", "underlying": "AAPL", "option_type": "put", "strike": 170.0, "expiration_date": _iso_days_out(20), "bid": 3.40, "ask": 3.60, "last": 3.50, "volume": 890, "open_interest": 2345, "greeks": { "delta": -0.45, "gamma": 0.04, "theta": -0.07, "vega": 0.25, "rho": -0.02, "phi": 0.02, "bid_iv": 0.27, "mid_iv": 0.28, "ask_iv": 0.29, "smv_vol": 0.280, "updated_at": "2026-04-01 12:00:00" } }, { "symbol": "AAPL260417C00175000", "underlying": "AAPL", "option_type": "call", "strike": 175.0, "expiration_date": _iso_days_out(20), "bid": 2.80, "ask": 3.00, "last": 2.90, "volume": 567, "open_interest": 1234, "greeks": { "delta": 0.40, "gamma": 0.05, "theta": -0.09, "vega": 0.24, "rho": 0.02, "phi": -0.01, "bid_iv": 0.30, "mid_iv": 0.31, "ask_iv": 0.32, "smv_vol": 0.305, "updated_at": "2026-04-01 12:00:00" } } ] } } MOCK_CHAIN_NO_GREEKS_RESPONSE = { "options": { "option": [ { "symbol": "AAPL260417C00170000", "underlying": "AAPL", "option_type": "call", "strike": 170.0, "expiration_date": _iso_days_out(20), "bid": 5.10, "ask": 5.30, "last": 5.20, "volume": 1234, "open_interest": 5678, "greeks": None } ] } } MOCK_SINGLE_CONTRACT_RESPONSE = { "options": { "option": { "symbol": "AAPL260417C00170000", "underlying": "AAPL", "option_type": "call", "strike": 170.0, "expiration_date": _iso_days_out(20), "bid": 5.10, "ask": 5.30, "last": 5.20, "volume": 1234, "open_interest": 5678, "greeks": { "delta": 0.55, "gamma": 0.04, "theta": -0.08, "vega": 0.25, "rho": 0.03, "phi": -0.02, "bid_iv": 0.28, "mid_iv": 0.29, "ask_iv": 0.30, "smv_vol": 0.285, "updated_at": "2026-04-01 12:00:00" } } } } ``` **C. Create `tests/unit/data/test_tradier.py`** with test classes: 1. `TestGetExpirations` (DATA-02): patch `tradingagents.dataflows.tradier_common.make_tradier_request` to return `MOCK_EXPIRATIONS_RESPONSE`. Call `get_options_expirations("AAPL", 0, 50)`. Assert result is a list of strings. Assert all dates are within 0-50 DTE of today. Test with `MOCK_SINGLE_EXPIRATION_RESPONSE` to verify Pitfall 5 normalization. 2. `TestGetOptionsChain` (DATA-01): patch `make_tradier_request_with_retry` to return mock expirations then mock chain. Call `get_options_chain_structured("AAPL")`. Assert `.underlying == "AAPL"`. Assert `len(.contracts) == 3`. Assert `.contracts[0].bid == 5.10`. Assert `.contracts[0].volume == 1234`. Assert `.contracts[0].open_interest == 5678`. Test single-contract normalization with `MOCK_SINGLE_CONTRACT_RESPONSE`. 3. `TestGreeksPresent` (DATA-03): use contract from mock chain response. Assert `contract.delta == 0.55`. Assert `contract.gamma == 0.04`. Assert `contract.theta == -0.08`. Assert `contract.vega == 0.25`. Assert `contract.rho == 0.03`. Assert `contract.greeks_updated_at == "2026-04-01 12:00:00"`. 4. `TestGreeksAbsent` (Pitfall 1): use `MOCK_CHAIN_NO_GREEKS_RESPONSE`. Assert `contract.delta is None`. Assert `contract.gamma is None`. Assert no exception raised. 5. `TestIVPresent` (DATA-04): use contract from mock chain. Assert `contract.bid_iv == 0.28`. Assert `contract.mid_iv == 0.29`. Assert `contract.ask_iv == 0.30`. Assert `contract.smv_vol == 0.285`. 6. `TestDTEFilter` (DATA-05): create OptionsChain with contracts at various known expiration_dates. Call `chain.filter_by_dte(10, 30)`. Assert only contracts within 10-30 DTE remain. Assert returned OptionsChain.expirations matches filtered contracts. 7. `TestVendorRegistration` (DATA-08): import TOOLS_CATEGORIES, VENDOR_LIST, VENDOR_METHODS from interface. Assert `"tradier" in VENDOR_LIST`. Assert `"options_chain" in TOOLS_CATEGORIES`. Assert `"get_options_chain" in VENDOR_METHODS`. Assert `"tradier" in VENDOR_METHODS["get_options_chain"]`. 8. `TestRateLimitDetection`: mock `requests.get` to return response with status 429. Verify `TradierRateLimitError` raised. Mock response with `X-Ratelimit-Available: 0` header. Verify `TradierRateLimitError` raised. 9. `TestSessionCache`: as in **behavior** — after two `get_options_chain_structured("AAPL")` calls, assert underlying mock `call_count == 1`; after `clear_options_cache()` and a third `get_options_chain_structured("AAPL")`, assert `call_count == 2`. 10. `TestSandboxURL`: patch `os.environ` with `TRADIER_SANDBOX=true`. Assert `get_base_url()` returns `"https://sandbox.tradier.com"`. Unset it. Assert returns `"https://api.tradier.com"`. **Isolation pattern:** every test class should clear the module cache in `setUp` and `tearDown`, e.g.: ```python class TestGetExpirations: def setup_method(self): from tradingagents.dataflows import tradier as t t.clear_options_cache() def teardown_method(self): from tradingagents.dataflows import tradier as t t.clear_options_cache() def test_expirations_filtered_by_dte(self): ... ``` Apply the same pattern to other classes touching `get_options_chain` / `get_options_chain_structured`. uv run python -m pytest tests/unit/data/test_tradier.py -x -v --timeout=30 - tests/conftest.py exists and contains MOCK_EXPIRATIONS_RESPONSE, MOCK_CHAIN_RESPONSE, MOCK_CHAIN_NO_GREEKS_RESPONSE, MOCK_SINGLE_CONTRACT_RESPONSE, MOCK_SINGLE_EXPIRATION_RESPONSE - tests/unit/data/test_tradier.py exists and defines **at least 10 test classes** (one per behavior bullet: TestGetExpirations, TestGetOptionsChain, …), each with one or more `test_*` methods - tests/unit/data/test_tradier.py contains class TestGetExpirations - tests/unit/data/test_tradier.py contains class TestGetOptionsChain - tests/unit/data/test_tradier.py contains class TestGreeksPresent - tests/unit/data/test_tradier.py contains class TestGreeksAbsent - tests/unit/data/test_tradier.py contains class TestIVPresent - tests/unit/data/test_tradier.py contains class TestDTEFilter - tests/unit/data/test_tradier.py contains class TestVendorRegistration - tests/unit/data/test_tradier.py contains class TestRateLimitDetection - tests/unit/data/test_tradier.py contains class TestSessionCache - tests/unit/data/test_tradier.py contains class TestSandboxURL - tests/unit/data/test_tradier.py contains `clear_options_cache` calls for test isolation - `uv run python -m pytest tests/unit/data/test_tradier.py -x --timeout=30` exits 0 with all tests passing All tests pass. Tests cover: DATA-01 (chain retrieval), DATA-02 (expirations), DATA-03 (Greeks present), DATA-04 (IV present), DATA-05 (DTE filtering), DATA-08 (vendor registration), plus edge cases (no Greeks, single contract, single expiration, rate limits, caching, sandbox URL). No real API calls -- all mocked. - `uv run python -m pytest tests/unit/data/test_tradier.py -x -v --timeout=30` -- all tests pass - `uv run python -c "from tradingagents.dataflows.interface import TOOLS_CATEGORIES, VENDOR_LIST; assert 'tradier' in VENDOR_LIST; assert 'options_chain' in TOOLS_CATEGORIES; print('ROUTING OK')"` -- vendor registered - `uv run python -c "from tradingagents.agents.utils.options_tools import get_options_chain, get_options_expirations; print('TOOLS OK')"` -- tool functions importable - Tradier fully registered in vendor routing (VENDOR_LIST, TOOLS_CATEGORIES, VENDOR_METHODS, DEFAULT_CONFIG) - route_to_vendor catches both AlphaVantageRateLimitError and TradierRateLimitError - Two @tool functions exist in options_tools.py following core_stock_tools.py pattern - .env.example documents TRADIER_API_KEY and TRADIER_SANDBOX - All unit tests pass covering DATA-01 through DATA-05 and DATA-08 - No real API calls in tests (all mocked) After completion, create `.planning/phases/01-tradier-data-layer/01-02-SUMMARY.md`