Release v3.0.2 - Bug fixes and improvements

[TexasCoding]

Summary

This PR includes bug fixes and improvements for the v3.0.2 release, focusing on order lifecycle tracking, cleanup functionality, and documentation updates.

Changes

🐛 Bug Fixes

Order Lifecycle Tracking (examples/15_order_lifecycle_tracking.py)

• Fixed asyncio.wait() error by creating tasks instead of passing coroutines directly
• Fixed Order field references (use type not orderType)
• Fixed Position field references (use size not netQuantity)
• Fixed cancel_order return type handling (returns bool not object)

Order Templates (src/project_x_py/order_templates.py)

• Fixed instrument lookup - suite.instrument is already an Instrument object after initialization
• Removed unnecessary async calls to get_instrument()

✨ New Features

Comprehensive Cleanup Functionality

• Added cleanup_demo_orders_and_positions() function to order lifecycle example
• Automatically cancels all open orders at demo completion
• Automatically closes all open positions
• Cleanup runs in finally block to ensure execution even on errors
• Prevents accumulation of test orders when running examples repeatedly

📚 Documentation Updates

• Updated all documentation to v3.0.2
• Added comprehensive changelog for v3.0.2
• Updated README with new features and fixes
• Updated SECURITY.md to reflect v3.0.x as the supported version
• Updated all example files to reference SDK v3.0.2

Testing

• All examples have been tested and run successfully
• Cleanup functionality verified to properly cancel orders and close positions
• No breaking changes introduced

Checklist

• Code follows project style guidelines
• All tests pass
• Documentation has been updated
• Version numbers updated consistently
• CHANGELOG.md updated
• Examples tested and working

[claude]

Claude finished @TexasCoding's task —— View job

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PR Code Review: Release v3.0.2 - Bug fixes and improvements

Summary

I've conducted a comprehensive review of the 25 changed files in this PR. This is a solid maintenance release with important bug fixes and improvements to the project's stability and usability.

✅ Strengths

1. Code Quality & Best Practices

• Clean Bug Fixes: The fixes in examples/15_order_lifecycle_tracking.py properly address asyncio concurrency issues by creating tasks instead of passing coroutines to asyncio.wait() (lines 303-306)
• Correct Field Usage: Fixed Order/Position field references using proper attributes (type vs orderType, size vs netQuantity)
• Comprehensive Cleanup: Added robust cleanup functionality that runs in finally blocks to ensure execution even on errors (lines 498-503)

2. Architecture & Design

• Proper Resource Management: The cleanup functionality in cleanup_demo_orders_and_positions() properly handles both orders and positions with appropriate error handling
• Smart Instrument Resolution: The fix in order_templates.py correctly recognizes that suite.instrument is already an Instrument object after initialization (lines 139-151)
• Defensive Programming: Good use of try-catch blocks and fallback error messages throughout the examples

3. Documentation & Versioning

• Consistent Version Updates: All files properly updated to reference v3.0.2
• Clear Changelog: Well-structured changelog with categorized fixes and improvements
• Updated Security Policy: SECURITY.md properly reflects v3.0.x as the supported version

🔍 Areas for Attention

1. Performance Considerations

• The cleanup functions iterate through all orders/positions sequentially. For large numbers of open orders, consider batch operations if the API supports them
• The orderbook analytics (orderbook/analytics.py) contains simplified calculations that may need optimization for high-frequency scenarios (lines 236-277)

2. Error Handling

• In examples/15_order_lifecycle_tracking.py, some error handling is quite broad (except Exception as e) - consider more specific exception types where possible
• The cleanup error handling prints warnings but continues execution, which is appropriate for demo cleanup

3. Type Safety

• Good use of type annotations throughout
• Some Any types could be more specific (e.g., in event handlers)

🚨 Potential Issues Found

1. Minor Memory Concerns

• The recent_trades_stats calculation in orderbook/analytics.py (lines 481-493) uses string conversion for numeric operations which could be optimized
• Consider implementing memory limits for the trade history in cleanup operations

2. Edge Cases

• In examples/16_join_orders.py, the position closing logic assumes position.size is always positive, which should be validated
• The cleanup functions don't verify if orders/positions belong to the current session before canceling/closing them

📋 Security Assessment

✅ No security issues identified

• Proper input validation and sanitization
• No hardcoded credentials or sensitive data exposure
• Appropriate error handling that doesn't leak sensitive information
• Clean separation between demo cleanup and production operations

🧪 Test Coverage Assessment

• The PR includes comprehensive example testing with real cleanup scenarios
• Error paths are well covered in the cleanup functionality
• Integration testing is demonstrated through the end-to-end examples

Recommendation: Consider adding unit tests specifically for the new cleanup functionality to ensure it works correctly in isolation.

🎯 Specific Code Reviews

File: examples/15_order_lifecycle_tracking.py

• ✅ Lines 303-306: Excellent fix for asyncio concurrency issue
• ✅ Lines 400-424: Proper order cancellation with detailed error handling
• ✅ Lines 437-468: Smart position closing logic with correct side determination

File: src/project_x_py/order_templates.py

• ✅ Lines 139-151: Correct fix removing unnecessary async instrument lookup
• ✅ Lines 435-436: Proper instrument object usage throughout

File: CHANGELOG.md

• ✅ Well-structured with clear categorization of changes
• ✅ Accurate technical details and migration information
• ✅ Proper semantic versioning practices

🚀 Recommendations

1. Performance: Consider batch operations for cleanup when dealing with many orders/positions
2. Monitoring: Add optional logging levels for cleanup operations to help with debugging
3. Configuration: Consider making cleanup behavior configurable (e.g., skip cleanup in production)
4. Testing: Add unit tests for the cleanup functionality

🏆 Overall Assessment

Rating: Excellent (9/10)

This is a high-quality maintenance release that addresses real issues with proper solutions. The code follows best practices, has good error handling, and maintains backward compatibility. The bug fixes are targeted and effective, and the new cleanup functionality will significantly improve the developer experience when running examples repeatedly.

✅ Ready for merge - This PR represents solid engineering work with appropriate fixes and improvements.

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