8.8 KiB
| phase | verified | status | score | re_verification |
|---|---|---|---|---|
| 01-tradier-data-layer | 2026-03-29T23:50:00Z | passed | 13/13 must-haves verified | false |
Phase 01: Tradier Data Layer Verification Report
Phase Goal: System can retrieve and display complete options chain data with Greeks and IV for any ticker Verified: 2026-03-29T23:50:00Z Status: passed Re-verification: No -- initial verification
Goal Achievement
Observable Truths
| # | Truth | Status | Evidence |
|---|---|---|---|
| 1 | get_options_expirations() returns a list of YYYY-MM-DD date strings filtered by DTE range | VERIFIED | tradier.py:141-177 implements DTE filtering with strptime; 4 tests pass (TestGetExpirations) |
| 2 | get_options_chain() returns an OptionsChain with OptionsContract dataclasses containing Greeks and IV | VERIFIED | tradier.py:227-259 builds OptionsChain with contracts; TestGetOptionsChain (4 tests) pass |
| 3 | OptionsChain.to_dataframe() returns a pandas DataFrame with all contract fields | VERIFIED | tradier.py:68-70 uses pd.DataFrame([vars(c)...]); TestGetOptionsChain::test_chain_string_format passes |
| 4 | OptionsChain.filter_by_dte() returns a filtered OptionsChain within the specified DTE range | VERIFIED | tradier.py:72-97 implements DTE filter; TestDTEFilter (2 tests) pass |
| 5 | Tradier API auth uses TRADIER_API_KEY env var and TRADIER_SANDBOX toggles base URL | VERIFIED | tradier_common.py:32 reads TRADIER_API_KEY; line 47 reads TRADIER_SANDBOX; TestSandboxURL (3 tests) pass |
| 6 | Rate limit detection raises TradierRateLimitError on 429 or exhausted X-Ratelimit-Available | VERIFIED | tradier_common.py:76-94 checks headers and status 429; TestRateLimitDetection (2 tests) pass |
| 7 | Tradier is registered as a vendor in VENDOR_LIST | VERIFIED | interface.py:78 contains "tradier" in VENDOR_LIST |
| 8 | options_chain category exists in TOOLS_CATEGORIES with get_options_chain and get_options_expirations tools | VERIFIED | interface.py:66-71 defines options_chain category |
| 9 | VENDOR_METHODS maps get_options_chain and get_options_expirations to Tradier implementations | VERIFIED | interface.py:124-128 maps both methods to tradier functions |
| 10 | DEFAULT_CONFIG data_vendors includes options_chain: tradier | VERIFIED | default_config.py:30 contains "options_chain": "tradier" |
| 11 | route_to_vendor catches TradierRateLimitError for vendor fallback | VERIFIED | interface.py:179 catches (AlphaVantageRateLimitError, TradierRateLimitError) |
| 12 | @tool decorated functions exist for options chain retrieval | VERIFIED | options_tools.py has two @tool functions delegating to route_to_vendor |
| 13 | All unit tests pass with mocked Tradier API responses | VERIFIED | 25/25 tests pass in 4.39s |
Score: 13/13 truths verified
Required Artifacts
| Artifact | Expected | Status | Details |
|---|---|---|---|
tradingagents/dataflows/tradier_common.py |
Auth, base URL, rate limit error, HTTP helper | VERIFIED | 124 lines, all 5 exports present, no stubs |
tradingagents/dataflows/tradier.py |
Tradier vendor module with options chain retrieval | VERIFIED | 297 lines, all 6 exports present, full implementation |
tradingagents/agents/utils/options_tools.py |
LangChain @tool functions for options data | VERIFIED | 49 lines, 2 @tool functions with route_to_vendor |
tradingagents/dataflows/interface.py |
Vendor routing with Tradier and options_chain category | VERIFIED | Contains tradier imports, VENDOR_LIST, TOOLS_CATEGORIES, VENDOR_METHODS, TradierRateLimitError catch |
tradingagents/default_config.py |
Default config with options_chain vendor | VERIFIED | Contains "options_chain": "tradier" |
tests/unit/data/test_tradier.py |
Unit tests for all DATA requirements | VERIFIED | 25 tests across 10 test classes, all passing |
tests/conftest.py |
Shared mock fixtures | VERIFIED | Contains all 5 mock response fixtures with relative dates |
Key Link Verification
| From | To | Via | Status | Details |
|---|---|---|---|---|
| tradier.py | tradier_common.py | from .tradier_common import make_tradier_request_with_retry, TradierRateLimitError |
WIRED | tradier.py:15 |
| interface.py | tradier.py | from .tradier import get_options_chain as get_tradier_options_chain, get_options_expirations as get_tradier_options_expirations |
WIRED | interface.py:26-29 |
| interface.py | tradier_common.py | from .tradier_common import TradierRateLimitError |
WIRED | interface.py:30 |
| options_tools.py | interface.py | from tradingagents.dataflows.interface import route_to_vendor |
WIRED | options_tools.py:3, used in both @tool functions |
Data-Flow Trace (Level 4)
Not applicable -- this phase creates a data retrieval layer (API client), not a rendering component. Data flows through Tradier REST API to typed dataclasses. Verified structurally: make_tradier_request performs real requests.get() and returns response.json(), which flows through _parse_contract() to OptionsContract dataclass fields. No static/hardcoded returns.
Behavioral Spot-Checks
| Behavior | Command | Result | Status |
|---|---|---|---|
| All exports importable | uv run python -c "from tradingagents.dataflows.tradier import OptionsContract, OptionsChain, get_options_expirations, get_options_chain, get_options_chain_structured, clear_options_cache" |
Success | PASS |
| Common exports importable | uv run python -c "from tradingagents.dataflows.tradier_common import TradierRateLimitError, get_api_key, get_base_url, make_tradier_request, make_tradier_request_with_retry" |
Success | PASS |
| Tool functions importable | uv run python -c "from tradingagents.agents.utils.options_tools import get_options_chain, get_options_expirations" |
Success | PASS |
| Vendor routing wired | uv run python -c "from tradingagents.dataflows.interface import VENDOR_LIST; assert 'tradier' in VENDOR_LIST" |
Success | PASS |
| OptionsContract has 21 fields | uv run python -c "import dataclasses; from tradingagents.dataflows.tradier import OptionsContract; assert len(dataclasses.fields(OptionsContract)) == 21" |
Success | PASS |
| Test suite passes | uv run python -m pytest tests/unit/data/test_tradier.py -x -v |
25 passed in 4.39s | PASS |
Requirements Coverage
| Requirement | Source Plan | Description | Status | Evidence |
|---|---|---|---|---|
| DATA-01 | 01-01 | Full options chain retrieval (strikes, expirations, bid/ask, volume, OI) via Tradier API | SATISFIED | tradier.py get_options_chain/get_options_chain_structured with all fields in OptionsContract; TestGetOptionsChain passes |
| DATA-02 | 01-01 | Options expirations and available strikes for any ticker via Tradier API | SATISFIED | tradier.py get_options_expirations with DTE filtering; TestGetExpirations passes |
| DATA-03 | 01-01 | 1st-order Greeks (Delta, Gamma, Theta, Vega, Rho) from ORATS via Tradier | SATISFIED | OptionsContract has delta/gamma/theta/vega/rho fields; greeks="true" in API call; TestGreeksPresent passes |
| DATA-04 | 01-01 | Implied volatility per contract (bid_iv, mid_iv, ask_iv, smv_vol) | SATISFIED | OptionsContract has bid_iv/mid_iv/ask_iv/smv_vol fields; TestIVPresent passes |
| DATA-05 | 01-01 | Filter options chains by DTE range | SATISFIED | OptionsChain.filter_by_dte() and get_options_expirations DTE filtering; TestDTEFilter passes |
| DATA-08 | 01-02 | Tradier integrated as new vendor in existing data routing layer | SATISFIED | VENDOR_LIST, TOOLS_CATEGORIES, VENDOR_METHODS, DEFAULT_CONFIG all updated; TestVendorRegistration passes |
No orphaned requirements found. All 6 requirement IDs (DATA-01 through DATA-05, DATA-08) from PLAN frontmatter are accounted for and satisfied.
Anti-Patterns Found
| File | Line | Pattern | Severity | Impact |
|---|---|---|---|---|
| (none) | - | - | - | - |
No TODO, FIXME, placeholder, stub, or empty implementation patterns found in any phase files.
Human Verification Required
1. Live API Integration Test
Test: Set TRADIER_API_KEY env var and run get_options_chain_structured("AAPL") against the real Tradier API
Expected: Returns OptionsChain with real contracts containing non-None Greeks and IV values
Why human: Requires active Tradier API key and network access; cannot verify API correctness with mocks alone
2. Sandbox Mode Behavior
Test: Set TRADIER_SANDBOX=true and TRADIER_API_KEY to a sandbox token, call get_options_chain("SPY")
Expected: Returns chain data (possibly without Greeks per Pitfall 1) without errors
Why human: Requires sandbox API credentials
Gaps Summary
No gaps found. All 13 observable truths verified, all 7 artifacts are substantive and wired, all 4 key links confirmed, all 6 requirements satisfied, all 25 unit tests pass, and no anti-patterns detected.
Verified: 2026-03-29T23:50:00Z Verifier: Claude (gsd-verifier)