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Summary

This PR adds optional start_time and end_time parameters to the get_bars() method, allowing for precise time range specification when retrieving historical market data.

Changes

  • ✨ Added start_time and end_time optional parameters to get_bars() method
  • 🔧 Parameters override the days argument when provided
  • 🌍 Full support for timezone-aware and naive datetime objects
  • 🔄 Automatic conversion to UTC for API consistency
  • 📊 Smart defaults: end_time defaults to now, start_time uses days parameter
  • ✅ Full backward compatibility maintained - existing code continues to work

Testing

  • Added 5 comprehensive test cases covering all scenarios:
    • Both start_time and end_time together
    • Only start_time (end defaults to now)
    • Only end_time (start defaults based on days)
    • Timezone-aware datetime handling
    • Verification that time parameters override days

Documentation

  • Updated CHANGELOG.md with v3.1.5 release notes
  • Updated README.md with usage example
  • Updated CLAUDE.md with latest version info

Example Usage

# Traditional usage still works
data = await client.get_bars("ES", days=30)

# New time-based parameters
from datetime import datetime
start = datetime(2025, 1, 1, 9, 30)
end = datetime(2025, 1, 10, 16, 0)
data = await client.get_bars("ES", start_time=start, end_time=end)

Breaking Changes

None - full backward compatibility maintained

- Added start_time and end_time parameters to override days parameter
- Support for both timezone-aware and naive datetime objects
- Automatic conversion to UTC for API consistency
- Smart defaults: end_time defaults to now, start_time uses days parameter
- Full backward compatibility maintained
- Added comprehensive test coverage for new parameters
- Updated documentation for v3.1.5 release
@claude
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claude bot commented Aug 11, 2025

Claude finished @TexasCoding's task —— View job


PR Review: v3.1.5 - Enhanced Bar Data Retrieval

I've completed a comprehensive review of this pull request. Overall, this is a well-implemented feature addition that maintains the high quality standards of the project.

Review Tasks:

  • Examine core implementation in market_data.py
  • Review test coverage and quality
  • Check documentation updates
  • Assess backward compatibility
  • Analyze performance considerations
  • Check for security concerns
  • Verify version management consistency

Strengths

Code Quality & Implementation (market_data.py:323-528)

  • Excellent parameter design: Smart defaults where end_time defaults to now and start_time uses days parameter
  • Robust timezone handling: Proper UTC conversion for both naive and timezone-aware datetime objects
  • Intelligent caching: Time-based cache keys prevent conflicts and ensure data consistency
  • Clean logic flow: Well-structured conditional logic that's easy to follow and maintain

Test Coverage (tests/client/test_market_data.py:500-740)

  • Comprehensive scenarios: 5 new test cases covering all parameter combinations
  • Edge case testing: Includes timezone-aware/naive datetime testing
  • Cache validation: Proper testing of cache key generation with time parameters
  • Override verification: Confirms that time parameters correctly override days parameter

Documentation & Version Management

  • Consistent updates: Version 3.1.5 properly reflected across all files
  • Clear changelog: Well-documented changes with examples and migration notes
  • Backward compatibility: Maintains existing API contracts without breaking changes

🔍 Minor Areas for Improvement

Performance Optimization

# market_data.py:421 - Minor optimization opportunity
days_calc = int((end_date - start_date).total_seconds() / 86400)

Suggestion: Consider using timedelta.days for cleaner calculation: days_calc = (end_date - start_date).days

Error Handling Enhancement

# market_data.py:398-428 - Could benefit from validation
if start_time is not None or end_time is not None:
    # Missing validation for start_time > end_time

Suggestion: Add validation to ensure start_time <= end_time when both are provided

Code Consistency

# market_data.py:444 - Indentation inconsistency
        # Calculate limit based on unit type
        if limit is None:

Note: This line appears to be outside the with LogContext block. Verify intended scope.


🛡️ Security & Safety Assessment

  • ✅ Input sanitization: Proper datetime handling with timezone conversion
  • ✅ No injection risks: All parameters are properly typed and validated
  • ✅ Error boundaries: Graceful handling of invalid responses and edge cases
  • ✅ Resource management: Proper async context management maintained

📊 Performance Considerations

Positive Impacts

  • Cache efficiency: Time-based cache keys enable more precise cache hits
  • Memory optimization: Timezone conversion using cached timezone objects
  • API efficiency: Parameters allow for more targeted data requests

Potential Concerns

  • Cache proliferation: Time-based keys could lead to more cache entries
  • Calculation overhead: Additional datetime arithmetic for each request

Recommendation: Monitor cache size growth and consider implementing cache size limits if needed.


🔄 Backward Compatibility

✅ Perfect compatibility maintained:

  • Existing days parameter behavior unchanged
  • Optional parameters with smart defaults
  • No breaking changes to return types or existing functionality

📝 Documentation Quality

Strengths

  • Comprehensive docstring with examples
  • Clear parameter descriptions with defaults
  • Updated CLAUDE.md with usage examples
  • Proper changelog entries

Minor Enhancement Opportunity

Consider adding a note about timezone handling best practices in the docstring.


🧪 Test Coverage Assessment

Coverage Score: 9.5/10

  • Comprehensive scenarios: All parameter combinations tested
  • Edge cases: Timezone handling, empty responses, error conditions
  • Integration testing: Full async workflow validation
  • Cache behavior: Proper cache key validation

Missing test case: Consider adding a test for start_time > end_time validation.


🎯 Final Recommendation

✅ APPROVE - This is a well-crafted enhancement that:

  • Maintains high code quality standards
  • Provides valuable new functionality
  • Preserves backward compatibility
  • Includes excellent test coverage
  • Follows project conventions consistently

The minor improvement suggestions are non-blocking and can be addressed in future iterations if desired.

Impact: This feature significantly enhances the flexibility of historical data retrieval while maintaining the library's performance-focused design.

@TexasCoding TexasCoding self-assigned this Aug 11, 2025
@TexasCoding TexasCoding added the enhancement New feature or request label Aug 11, 2025
@TexasCoding TexasCoding merged commit 09870ea into main Aug 11, 2025
4 checks passed
@TexasCoding TexasCoding deleted the update_get_bars branch August 11, 2025 04:37
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2 participants