feat: add JoinBid and JoinAsk order types

[TexasCoding]

Summary

This PR adds support for JoinBid and JoinAsk order types to the ProjectX Python SDK. These are passive liquidity-providing order types that automatically place limit orders at the current best bid or ask price.

Changes

• ✨ Added place_join_bid_order() method to place buy orders at best bid
• ✨ Added place_join_ask_order() method to place sell orders at best ask
• 📝 Updated order type documentation to clarify behavior
• 🧪 Added comprehensive tests for both order types
• 📚 Created example script (16_join_orders.py) demonstrating usage
• 📝 Updated CHANGELOG.md for version 2.0.7

Details

JoinBid and JoinAsk are passive order types that:

• JoinBid (type=6): Places a limit buy order at the current best bid price
• JoinAsk (type=7): Places a limit sell order at the current best ask price

These order types are useful for:

• Market making strategies
• Providing liquidity to the market
• Minimizing market impact
• Getting favorable queue position

Testing

• Added unit tests for both order types
• Tests verify correct order type and side are passed
• All tests pass successfully
• Linting and type checking pass

Documentation

• Updated docstrings with clear explanations
• Added inline comments for order type values
• Created example script showing practical usage
• Updated CHANGELOG.md

🤖 Generated with Claude Code

[claude]

Claude finished @TexasCoding's task —— View job

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PR Code Review Complete ✅

I've thoroughly analyzed this PR that adds JoinBid and JoinAsk order types. Here's my comprehensive review:

Review Tasks:

• Read and analyze all changed files
• Review code quality and architecture
• Check for potential bugs and issues
• Evaluate performance considerations
• Assess security concerns
• Review test coverage and quality
• Evaluate documentation completeness
• Provide comprehensive feedback

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🟢 Overall Assessment: EXCELLENT

This is a well-implemented, thoroughly documented, and properly tested feature addition that follows all project conventions.

✅ Strengths

Code Quality & Architecture:

• Perfect integration: New methods integrate seamlessly with existing OrderTypesMixin pattern
• Consistent API: Methods follow identical signature patterns as other order types (place_market_order, place_limit_order, etc.)
• Proper abstraction: Both methods delegate to the unified place_order() method, maintaining architectural consistency
• Clean implementation: Hard-coded sides (buy=0, sell=1) are appropriate since these order types have fixed sides by definition

Documentation Excellence:

• Comprehensive docstrings: Both methods have detailed docstrings explaining behavior, parameters, and use cases
• Clear examples: Each method includes practical usage examples
• Business context: Documentation explains the market-making and liquidity-providing nature of these orders
• Updated module docstring: order_types.py header now includes the new order types with clear descriptions

Test Coverage:

• Complete unit tests: Both test_place_join_bid_order() and test_place_join_ask_order() properly test the delegation pattern
• Correct assertions: Tests verify order_type values (6, 7), sides (0, 1), and parameter passing
• Follows existing patterns: Tests use the same mocking approach as other order type tests

Type Safety:

• Proper enum usage: Uses OrderType.JOIN_BID (6) and OrderType.JOIN_ASK (7) from the trading types enum
• Type annotations: All parameters properly typed with Union types for optional values

🟡 Minor Observations (Not Issues)

Design Decisions:

1. Hard-coded sides: The methods hard-code side=0 (buy) for JoinBid and side=1 (sell) for JoinAsk. This is correct since these order types have inherent sides.

2. No price parameters: Unlike limit orders, these methods don't take price parameters, which is correct since the exchange determines the bid/ask prices.

Example Script Quality:

• Comprehensive demonstration: 16_join_orders.py shows practical usage with error handling
• Educational value: Includes market context and explains the business purpose
• Proper cleanup: Cancels orders after demonstration
• Environment validation: Checks for required environment variables

🟢 Security & Performance

Security:

• No security concerns: Methods follow the same secure patterns as existing order methods
• Proper authentication: Uses existing account authentication mechanisms
• Input validation: Inherits validation from the underlying place_order() method

Performance:

• Efficient implementation: No performance overhead compared to other order types
• Minimal API calls: Each method results in a single API call, same as other order types

🟢 No Issues Found

I found no bugs, security vulnerabilities, or architectural problems in this implementation. The code follows all established patterns and best practices from the existing codebase.

📝 Changelog & Version

The changelog entry is well-written and properly categorizes the new features. Version bump to 2.0.7 is appropriate for this feature addition.

🎯 Recommendation: APPROVE

This PR represents high-quality software engineering:

• ✅ Clean, maintainable code
• ✅ Comprehensive testing
• ✅ Excellent documentation
• ✅ Perfect integration with existing architecture
• ✅ No security or performance concerns
• ✅ Follows all project conventions

The implementation demonstrates thorough understanding of the codebase architecture and trading domain. Ready for merge.

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[claude]

Claude finished @TexasCoding's task —— View job

---

PR Review Complete ✅

I've conducted a comprehensive review of this PR adding JoinBid and JoinAsk order types.

Review Tasks:

• Read repository guidelines (CLAUDE.md)
• Analyze all changed files
• Review code quality and architecture
• Check for potential bugs and issues
• Evaluate performance considerations
• Assess security concerns
• Review test coverage and quality
• Evaluate documentation completeness
• Provide comprehensive feedback

---

✅ Overall Assessment: APPROVED

This is a well-implemented feature that follows the project's async-first architecture and maintains high code quality standards.

🏆 Strengths

Code Quality & Architecture

• Perfect async compliance: All new methods follow the repository's async-first guidelines from CLAUDE.md
• Clean API design: The place_join_bid_order() and place_join_ask_order() methods provide intuitive interfaces
• Consistent patterns: Methods follow the same signature pattern as existing order types
• Proper type hints: Full type annotation with protocol compliance
• Good separation of concerns: Order types are properly defined in enum and used consistently

Documentation & Examples

• Comprehensive docstrings: Each method has detailed documentation with clear explanations
• Excellent example script: 16_join_orders.py demonstrates real-world usage patterns
• Updated changelog: Clear documentation of the new feature and its use cases
• Inline documentation: Good comments explaining order type values (6=JoinBid, 7=JoinAsk)

Testing

• Comprehensive test coverage: Both order types are thoroughly tested
• Proper mocking strategy: Uses AsyncMock to test async behavior correctly
• Clear test assertions: Tests verify correct order type and side parameters
• Good test organization: Tests follow existing patterns and are well-structured

🔍 Technical Review

Order Type Implementation (src/project_x_py/order_manager/order_types.py:202-268)

• ✅ Correct order types: JOIN_BID=6, JOIN_ASK=7 properly defined
• ✅ Fixed sides: JoinBid correctly uses side=0 (buy), JoinAsk uses side=1 (sell)
• ✅ Parameter validation: Methods properly delegate to core place_order method
• ✅ Error handling: Inherits robust error handling from base order placement

Type Definitions (src/project_x_py/types/trading.py:124-125)

• ✅ Enum integration: JOIN_BID=6 and JOIN_ASK=7 properly added to OrderType enum
• ✅ Documentation: Updated enum documentation clarifies order behavior
• ✅ Backward compatibility: Addition is non-breaking

Testing Implementation (tests/order_manager/test_order_types.py:65-91)

• ✅ Async testing: Proper use of pytest-asyncio patterns
• ✅ Mocking strategy: Correctly mocks the underlying place_order method
• ✅ Assertion completeness: Tests verify all critical parameters (order_type, side, size, contract_id)
• ✅ Test isolation: Each test is independent and focused

🚀 Performance Considerations

• ✅ No performance impact: New methods are thin wrappers with minimal overhead
• ✅ Async efficiency: Maintains non-blocking execution patterns
• ✅ Memory efficient: No additional data structures or caching concerns

🔒 Security Assessment

• ✅ No security concerns: Order types are passive and don't introduce new attack vectors
• ✅ Input validation: Relies on existing order validation in core methods
• ✅ No sensitive data exposure: Implementation doesn't handle credentials or sensitive information

📚 Areas of Excellence

1. API Design: The method signatures are intuitive - JoinBid/JoinAsk don't require side parameters since they're inherently directional
2. Code Consistency: Follows exact patterns established by other order type methods
3. Documentation Quality: Both code comments and external documentation are thorough
4. Test Coverage: Tests cover the critical behavior without being overly complex
5. Example Quality: The example script shows practical usage and includes error handling

🎯 Minor Observations

The implementation is production-ready with no significant issues identified. The code follows all repository guidelines and maintains the high quality standards expected for this async-first architecture.

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Recommendation: ✅ APPROVE - This PR is ready to merge.

The JoinBid and JoinAsk order types are well-implemented, thoroughly tested, and properly documented. They provide valuable functionality for market making strategies while maintaining the project's commitment to clean, async-first architecture.

[claude]

Claude finished @TexasCoding's task —— View job

---

PR Code Review Complete ✅

I've thoroughly analyzed this PR that adds JoinBid and JoinAsk order types. Here's my comprehensive review:

Review Tasks:

• Read repository guidelines (CLAUDE.md)
• Analyze all changed files
• Review code quality and architecture
• Check for potential bugs and issues
• Evaluate performance considerations
• Assess security concerns
• Review test coverage and quality
• Evaluate documentation completeness
• Provide comprehensive feedback

---

✅ Overall Assessment: APPROVED

This is a well-implemented feature that follows the project's async-first architecture and maintains high code quality standards.

🏆 Strengths

Code Quality & Architecture

• Perfect async compliance: All new methods follow the repository's async-first guidelines from CLAUDE.md
• Clean API design: The place_join_bid_order() and place_join_ask_order() methods provide intuitive interfaces
• Consistent patterns: Methods follow the same signature pattern as existing order types
• Proper type hints: Full type annotation with protocol compliance
• Good separation of concerns: Order types are properly defined in enum and used consistently

Documentation & Examples

• Comprehensive docstrings: Each method has detailed documentation with clear explanations
• Excellent example script: 16_join_orders.py demonstrates real-world usage patterns
• Updated changelog: Clear documentation of the new feature and its use cases
• Inline documentation: Good comments explaining order type values (6=JoinBid, 7=JoinAsk)

Testing

• Comprehensive test coverage: Both order types are thoroughly tested
• Proper mocking strategy: Uses AsyncMock to test async behavior correctly
• Clear test assertions: Tests verify correct order type and side parameters
• Good test organization: Tests follow existing patterns and are well-structured

🔍 Technical Review

Order Type Implementation (src/project_x_py/order_manager/order_types.py:202-268)

• ✅ Correct order types: JOIN_BID=6, JOIN_ASK=7 properly defined
• ✅ Fixed sides: JoinBid correctly uses side=0 (buy), JoinAsk uses side=1 (sell)
• ✅ Parameter validation: Methods properly delegate to core place_order method
• ✅ Error handling: Inherits robust error handling from base order placement

Type Definitions (src/project_x_py/types/trading.py:124-125)

• ✅ Enum integration: JOIN_BID=6 and JOIN_ASK=7 properly added to OrderType enum
• ✅ Documentation: Updated enum documentation clarifies order behavior
• ✅ Backward compatibility: Addition is non-breaking

Testing Implementation (tests/order_manager/test_order_types.py:65-91)

• ✅ Async testing: Proper use of pytest-asyncio patterns
• ✅ Mocking strategy: Correctly mocks the underlying place_order method
• ✅ Assertion completeness: Tests verify all critical parameters (order_type, side, size, contract_id)
• ✅ Test isolation: Each test is independent and focused

🚀 Performance Considerations

• ✅ No performance impact: New methods are thin wrappers with minimal overhead
• ✅ Async efficiency: Maintains non-blocking execution patterns
• ✅ Memory efficient: No additional data structures or caching concerns

🔒 Security Assessment

• ✅ No security concerns: Order types are passive and don't introduce new attack vectors
• ✅ Input validation: Relies on existing order validation in core methods
• ✅ No sensitive data exposure: Implementation doesn't handle credentials or sensitive information

📚 Areas of Excellence

1. API Design: The method signatures are intuitive - JoinBid/JoinAsk don't require side parameters since they're inherently directional
2. Code Consistency: Follows exact patterns established by other order type methods
3. Documentation Quality: Both code comments and external documentation are thorough
4. Test Coverage: Tests cover the critical behavior without being overly complex
5. Example Quality: The example script shows practical usage and includes error handling

🎯 Minor Observations

The implementation is production-ready with no significant issues identified. The code follows all repository guidelines and maintains the high quality standards expected for this async-first architecture.

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Recommendation: ✅ APPROVE - This PR is ready to merge.

The JoinBid and JoinAsk order types are well-implemented, thoroughly tested, and properly documented. They provide valuable functionality for market making strategies while maintaining the project's commitment to clean, async-first architecture.

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