112 lines
4.2 KiB
Markdown
112 lines
4.2 KiB
Markdown
---
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phase: 01-tradier-data-layer
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plan: 01
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subsystem: dataflows
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tags: [tradier, options, greeks, iv, dataclass, rest-api, rate-limit]
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# Dependency graph
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requires: []
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provides:
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- "TradierRateLimitError exception for vendor fallback integration"
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- "OptionsContract dataclass with 21 fields (Greeks, IV, market data)"
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- "OptionsChain dataclass with to_dataframe() and filter_by_dte()"
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- "get_options_expirations() with DTE filtering"
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- "get_options_chain() string return for LLM tools"
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- "get_options_chain_structured() typed return for programmatic use"
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- "Tradier auth (TRADIER_API_KEY) and sandbox toggle (TRADIER_SANDBOX)"
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- "Rate limit detection via X-Ratelimit-Available header and HTTP 429"
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- "Exponential backoff retry via make_tradier_request_with_retry()"
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affects: [01-02, 02-greeks-math, 03-volatility, 04-gex, options-agents]
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# Tech tracking
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tech-stack:
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added: [requests]
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patterns: [vendor-common-module, typed-dataclass-contracts, session-cache]
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key-files:
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created:
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- tradingagents/dataflows/tradier_common.py
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- tradingagents/dataflows/tradier.py
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modified: []
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key-decisions:
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- "Session cache keyed by symbol:min_dte:max_dte stores OptionsChain objects (not strings)"
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- "Cache stores OptionsChain dataclass; string serialization happens at retrieval time"
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- "Pitfall 2 and 5 normalization inline rather than in a shared helper"
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patterns-established:
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- "Tradier vendor common: auth + HTTP + rate limit mirrors alpha_vantage_common.py pattern"
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- "OptionsContract/OptionsChain as canonical typed structures for all options data"
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- "Dual return pattern: string for LLM tools, dataclass for computation modules"
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requirements-completed: [DATA-01, DATA-02, DATA-03, DATA-04, DATA-05]
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# Metrics
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duration: 3min
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completed: 2026-03-29
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---
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# Phase 01 Plan 01: Tradier Data Layer Summary
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**Tradier vendor module with typed OptionsContract/OptionsChain dataclasses, ORATS Greeks, IV fields, DTE filtering, session cache, and rate limit handling**
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## Performance
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- **Duration:** 3 min
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- **Started:** 2026-03-29T23:27:00Z
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- **Completed:** 2026-03-29T23:30:00Z
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- **Tasks:** 2
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- **Files modified:** 2
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## Accomplishments
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- Created tradier_common.py with auth, sandbox toggle, HTTP helper, and rate limit detection (header + HTTP 429)
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- Created tradier.py with OptionsContract (21 fields) and OptionsChain (to_dataframe, filter_by_dte) dataclasses
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- Implemented full options chain retrieval with DTE filtering, session caching, and Tradier API pitfall normalization
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Create Tradier common module** - `246c2b7` (feat)
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2. **Task 2: Create Tradier vendor module with typed dataclasses** - `f397044` (feat)
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## Files Created/Modified
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- `tradingagents/dataflows/tradier_common.py` - Auth, base URL, rate limit error, HTTP helper with retry
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- `tradingagents/dataflows/tradier.py` - Typed dataclasses and options chain retrieval with Greeks and IV
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## Decisions Made
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- Session cache stores OptionsChain objects keyed by `symbol:min_dte:max_dte`; string serialization deferred to retrieval time for flexibility
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- Pitfall normalizations (single-item string/dict responses) handled inline in each function rather than a shared utility
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- Followed existing alpha_vantage_common.py pattern exactly for consistency
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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. 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.
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## Known Stubs
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None - all functions are fully implemented with real API integration.
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## Next Phase Readiness
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- OptionsContract and OptionsChain dataclasses ready for consumption by Plan 02 (vendor routing integration)
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- TradierRateLimitError ready for vendor fallback in interface.py
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- Structured return (get_options_chain_structured) ready for downstream computation modules (Greeks math, GEX, volatility)
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## Self-Check: PASSED
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- FOUND: tradingagents/dataflows/tradier_common.py
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- FOUND: tradingagents/dataflows/tradier.py
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- FOUND: commit 246c2b7
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- FOUND: commit f397044
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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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