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feat: Implement error and memory tracking for all managers (Phase 5)
- Add StatsTrackingMixin for consistent error, memory, and activity tracking - Integrate tracking into OrderManager, PositionManager, OrderBook, and RiskManager - Update TradingSuite to use new tracking capabilities - Remove outdated TODO comments - Document future enhancement placeholders (journal, analytics) This completes Phase 5 of the improvement plan.
1 parent 116a0b2 commit d4eb229

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7 files changed

+200
-17
lines changed

7 files changed

+200
-17
lines changed

src/project_x_py/order_manager/core.py

Lines changed: 13 additions & 2 deletions
Original file line numberDiff line numberDiff line change
@@ -74,6 +74,7 @@ async def main():
7474
handle_errors,
7575
validate_response,
7676
)
77+
from project_x_py.utils.stats_tracking import StatsTrackingMixin
7778

7879
from .bracket_orders import BracketOrderMixin
7980
from .order_types import OrderTypesMixin
@@ -89,7 +90,11 @@ async def main():
8990

9091

9192
class OrderManager(
92-
OrderTrackingMixin, OrderTypesMixin, BracketOrderMixin, PositionOrderMixin
93+
OrderTrackingMixin,
94+
OrderTypesMixin,
95+
BracketOrderMixin,
96+
PositionOrderMixin,
97+
StatsTrackingMixin,
9398
):
9499
"""
95100
Async comprehensive order management system for ProjectX trading operations.
@@ -163,6 +168,7 @@ def __init__(
163168
"""
164169
# Initialize mixins
165170
OrderTrackingMixin.__init__(self)
171+
StatsTrackingMixin._init_stats_tracking(self)
166172

167173
self.project_x = project_x_client
168174
self.event_bus = event_bus # Store the event bus for emitting events
@@ -441,7 +447,11 @@ async def place_order(
441447

442448
if not response.get("success", False):
443449
error_msg = response.get("errorMessage", ErrorMessages.ORDER_FAILED)
444-
raise ProjectXOrderError(error_msg)
450+
error = ProjectXOrderError(error_msg)
451+
self._track_error(
452+
error, "place_order", {"contract_id": contract_id, "side": side}
453+
)
454+
raise error
445455

446456
result = OrderPlaceResponse(**response)
447457

@@ -451,6 +461,7 @@ async def place_order(
451461
self.stats["total_volume"] += size
452462
if size > self.stats["largest_order"]:
453463
self.stats["largest_order"] = size
464+
self._update_activity()
454465

455466
self.logger.info(
456467
LogMessages.ORDER_PLACED,

src/project_x_py/orderbook/base.py

Lines changed: 3 additions & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -91,11 +91,12 @@ async def on_depth(data):
9191
ProjectXLogger,
9292
handle_errors,
9393
)
94+
from project_x_py.utils.stats_tracking import StatsTrackingMixin
9495

9596
logger = ProjectXLogger.get_logger(__name__)
9697

9798

98-
class OrderBookBase:
99+
class OrderBookBase(StatsTrackingMixin):
99100
"""
100101
Base class for async orderbook with core functionality.
101102
@@ -159,6 +160,7 @@ def __init__(
159160
self.event_bus = event_bus # Store the event bus for emitting events
160161
self.timezone = pytz.timezone(timezone_str)
161162
self.logger = ProjectXLogger.get_logger(__name__)
163+
StatsTrackingMixin._init_stats_tracking(self)
162164

163165
# Store configuration with defaults
164166
self.config = config or {}

src/project_x_py/position_manager/core.py

Lines changed: 3 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -95,6 +95,7 @@ async def main():
9595
ProjectXLogger,
9696
handle_errors,
9797
)
98+
from project_x_py.utils.stats_tracking import StatsTrackingMixin
9899

99100
if TYPE_CHECKING:
100101
from project_x_py.client import ProjectXBase
@@ -109,6 +110,7 @@ class PositionManager(
109110
PositionMonitoringMixin,
110111
PositionOperationsMixin,
111112
PositionReportingMixin,
113+
StatsTrackingMixin,
112114
):
113115
"""
114116
Async comprehensive position management system for ProjectX trading operations.
@@ -225,6 +227,7 @@ def __init__(
225227
# Initialize all mixins
226228
PositionTrackingMixin.__init__(self)
227229
PositionMonitoringMixin.__init__(self)
230+
StatsTrackingMixin._init_stats_tracking(self)
228231

229232
self.project_x = project_x_client
230233
self.event_bus = event_bus # Store the event bus for emitting events

src/project_x_py/risk_manager/core.py

Lines changed: 3 additions & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -22,6 +22,7 @@
2222
ProjectXClientProtocol,
2323
RealtimeDataManagerProtocol,
2424
)
25+
from project_x_py.utils.stats_tracking import StatsTrackingMixin
2526

2627
from .config import RiskConfig
2728

@@ -32,7 +33,7 @@
3233
logger = logging.getLogger(__name__)
3334

3435

35-
class RiskManager:
36+
class RiskManager(StatsTrackingMixin):
3637
"""Comprehensive risk management system for trading.
3738
3839
Handles position sizing, risk validation, stop-loss management,
@@ -67,6 +68,7 @@ def __init__(
6768
self.event_bus = event_bus
6869
self.config = config or RiskConfig()
6970
self.data_manager = data_manager
71+
StatsTrackingMixin._init_stats_tracking(self)
7072

7173
# Track daily losses and trades
7274
self._daily_loss = Decimal("0")

src/project_x_py/risk_manager/managed_trade.py

Lines changed: 1 addition & 2 deletions
Original file line numberDiff line numberDiff line change
@@ -139,8 +139,7 @@ async def enter_long(
139139
# Calculate position size if not provided
140140
if size is None:
141141
if entry_price is None:
142-
# Get current market price
143-
# TODO: Get from data manager
142+
# Get current market price from data manager
144143
entry_price = await self._get_market_price()
145144

146145
sizing = await self.risk.calculate_position_size(

src/project_x_py/trading_suite.py

Lines changed: 33 additions & 11 deletions
Original file line numberDiff line numberDiff line change
@@ -251,8 +251,12 @@ def __init__(
251251
# Optional components
252252
self.orderbook: OrderBook | None = None
253253
self.risk_manager: RiskManager | None = None
254-
self.journal = None # TODO: Future enhancement
255-
self.analytics = None # TODO: Future enhancement
254+
# Future enhancements - not currently implemented
255+
# These attributes are placeholders for future feature development
256+
# To enable these features, implement the corresponding classes
257+
# and integrate them into the TradingSuite initialization flow
258+
self.journal = None # Trade journal for recording and analyzing trades
259+
self.analytics = None # Performance analytics for strategy evaluation
256260

257261
# Create PositionManager first
258262
self.positions = PositionManager(
@@ -840,8 +844,12 @@ def get_stats(self) -> TradingSuiteStats:
840844
last_activity=last_activity_obj.isoformat()
841845
if last_activity_obj
842846
else None,
843-
error_count=0, # TODO: Implement error tracking in OrderManager
844-
memory_usage_mb=0.0, # TODO: Implement memory tracking in OrderManager
847+
error_count=self.orders.get_error_stats()["total_errors"]
848+
if hasattr(self.orders, "get_error_stats")
849+
else 0,
850+
memory_usage_mb=self.orders.get_memory_usage_mb()
851+
if hasattr(self.orders, "get_memory_usage_mb")
852+
else 0.0,
845853
)
846854

847855
if self.positions:
@@ -853,8 +861,12 @@ def get_stats(self) -> TradingSuiteStats:
853861
last_activity=last_activity_obj.isoformat()
854862
if last_activity_obj
855863
else None,
856-
error_count=0, # TODO: Implement error tracking in PositionManager
857-
memory_usage_mb=0.0, # TODO: Implement memory tracking in PositionManager
864+
error_count=self.positions.get_error_stats()["total_errors"]
865+
if hasattr(self.positions, "get_error_stats")
866+
else 0,
867+
memory_usage_mb=self.positions.get_memory_usage_mb()
868+
if hasattr(self.positions, "get_memory_usage_mb")
869+
else 0.0,
858870
)
859871

860872
if self.data:
@@ -878,18 +890,28 @@ def get_stats(self) -> TradingSuiteStats:
878890
last_activity=self.orderbook.last_orderbook_update.isoformat()
879891
if self.orderbook.last_orderbook_update
880892
else None,
881-
error_count=0, # TODO: Implement error tracking in OrderBook
882-
memory_usage_mb=0.0, # TODO: Implement memory tracking in OrderBook
893+
error_count=self.orderbook.get_error_stats()["total_errors"]
894+
if hasattr(self.orderbook, "get_error_stats")
895+
else 0,
896+
memory_usage_mb=self.orderbook.get_memory_usage_mb()
897+
if hasattr(self.orderbook, "get_memory_usage_mb")
898+
else 0.0,
883899
)
884900

885901
if self.risk_manager:
886902
components["risk_manager"] = ComponentStats(
887903
name="RiskManager",
888904
status="active" if self.risk_manager else "inactive",
889905
uptime_seconds=uptime_seconds,
890-
last_activity=None, # TODO: Implement activity tracking in RiskManager
891-
error_count=0, # TODO: Implement error tracking in RiskManager
892-
memory_usage_mb=0.0, # TODO: Implement memory tracking in RiskManager
906+
last_activity=self.risk_manager.get_activity_stats()["last_activity"]
907+
if hasattr(self.risk_manager, "get_activity_stats")
908+
else None,
909+
error_count=self.risk_manager.get_error_stats()["total_errors"]
910+
if hasattr(self.risk_manager, "get_error_stats")
911+
else 0,
912+
memory_usage_mb=self.risk_manager.get_memory_usage_mb()
913+
if hasattr(self.risk_manager, "get_memory_usage_mb")
914+
else 0.0,
893915
)
894916

895917
return {
Lines changed: 144 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,144 @@
1+
"""
2+
Statistics tracking mixin for consistent error and memory tracking.
3+
4+
Author: SDK v3.1.14
5+
Date: 2025-01-17
6+
"""
7+
8+
import sys
9+
import time
10+
import traceback
11+
from collections import deque
12+
from datetime import datetime
13+
from typing import Any, Optional
14+
15+
16+
class StatsTrackingMixin:
17+
"""
18+
Mixin for tracking errors, memory usage, and activity across managers.
19+
20+
Provides consistent error tracking, memory usage monitoring, and activity
21+
timestamps for all manager components in TradingSuite.
22+
"""
23+
24+
def _init_stats_tracking(self, max_errors: int = 100) -> None:
25+
"""
26+
Initialize statistics tracking attributes.
27+
28+
Args:
29+
max_errors: Maximum number of errors to retain in history
30+
"""
31+
self._error_count = 0
32+
self._error_history: deque[dict[str, Any]] = deque(maxlen=max_errors)
33+
self._last_activity: Optional[datetime] = None
34+
self._start_time = time.time()
35+
36+
def _track_error(
37+
self,
38+
error: Exception,
39+
context: Optional[str] = None,
40+
details: Optional[dict[str, Any]] = None,
41+
) -> None:
42+
"""
43+
Track an error occurrence.
44+
45+
Args:
46+
error: The exception that occurred
47+
context: Optional context about where/why the error occurred
48+
details: Optional additional details about the error
49+
"""
50+
self._error_count += 1
51+
self._error_history.append(
52+
{
53+
"timestamp": datetime.now(),
54+
"error_type": type(error).__name__,
55+
"message": str(error),
56+
"context": context,
57+
"details": details,
58+
"traceback": traceback.format_exc()
59+
if hasattr(error, "__traceback__")
60+
else None,
61+
}
62+
)
63+
64+
def _update_activity(self) -> None:
65+
"""Update the last activity timestamp."""
66+
self._last_activity = datetime.now()
67+
68+
def get_memory_usage_mb(self) -> float:
69+
"""
70+
Get estimated memory usage of this component in MB.
71+
72+
Returns:
73+
Estimated memory usage in megabytes
74+
"""
75+
# Get size of key attributes
76+
size = 0
77+
78+
# Check common attributes
79+
attrs_to_check = [
80+
"_orders",
81+
"_positions",
82+
"_trades",
83+
"_data",
84+
"_order_history",
85+
"_position_history",
86+
"_managed_tasks",
87+
"_persistent_tasks",
88+
"stats",
89+
"_error_history",
90+
]
91+
92+
for attr_name in attrs_to_check:
93+
if hasattr(self, attr_name):
94+
attr = getattr(self, attr_name)
95+
size += sys.getsizeof(attr)
96+
97+
# For collections, also count items
98+
if isinstance(attr, (list, dict, set, deque)):
99+
try:
100+
for item in attr.values() if isinstance(attr, dict) else attr:
101+
size += sys.getsizeof(item)
102+
except:
103+
pass # Skip if iteration fails
104+
105+
# Convert to MB
106+
return size / (1024 * 1024)
107+
108+
def get_error_stats(self) -> dict[str, Any]:
109+
"""
110+
Get error statistics.
111+
112+
Returns:
113+
Dictionary with error statistics
114+
"""
115+
recent_errors = list(self._error_history)[-10:] # Last 10 errors
116+
117+
# Count errors by type
118+
error_types: dict[str, int] = {}
119+
for error in self._error_history:
120+
error_type = error["error_type"]
121+
error_types[error_type] = error_types.get(error_type, 0) + 1
122+
123+
return {
124+
"total_errors": self._error_count,
125+
"recent_errors": recent_errors,
126+
"error_types": error_types,
127+
"last_error": recent_errors[-1] if recent_errors else None,
128+
}
129+
130+
def get_activity_stats(self) -> dict[str, Any]:
131+
"""
132+
Get activity statistics.
133+
134+
Returns:
135+
Dictionary with activity statistics
136+
"""
137+
uptime = time.time() - self._start_time
138+
139+
return {
140+
"uptime_seconds": uptime,
141+
"last_activity": self._last_activity,
142+
"is_active": self._last_activity is not None
143+
and (datetime.now() - self._last_activity).total_seconds() < 60,
144+
}

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