docs: Comprehensive docstring updates for v3.1.11 API compatibility

[TexasCoding]

Summary

This PR contains comprehensive documentation updates to ensure all docstrings in the SDK are accurate and compatible with the v3.1.11 API patterns. This addresses the transition from deprecated factory functions to the modern TradingSuite interface.

Changes Made

Module Documentation Updates

Client Module (client/)

• Updated all examples to use property-based access (e.g., client.account_info instead of client.get_account_info())
• Replaced deprecated factory function references with TradingSuite
• Added V3.1 version tags to all examples
• Fixed contract symbol references (MGC → MNQ/ES)

Order Manager Module (order_manager/)

• Replaced all create_order_manager() factory function references
• Updated examples to use suite.orders access pattern
• Fixed MGC contract references to use MNQ/ES
• Updated all async/await patterns

OrderBook Module (orderbook/)

• Removed deprecated factory function examples
• Updated to show TradingSuite as primary interface
• Fixed MGC references (changed to MNQ)
• Added proper EventBus integration examples

Position Manager Module (position_manager/)

• Replaced create_position_manager() with TradingSuite patterns
• Updated all MGC references to MNQ/ES
• Fixed property-based API access patterns
• Added V3.1 version tags

Realtime Module (realtime/)

• Removed create_realtime_client() factory function references
• Updated to show automatic management via TradingSuite
• Fixed contract symbol references
• Updated EventBus integration patterns

Realtime Data Manager Module (realtime_data_manager/)

• Replaced factory function patterns with TradingSuite
• Updated all examples to use suite.data access
• Fixed MGC references
• Updated callback patterns to use suite.events

Single-File Modules

• trading_suite.py: Updated instrument examples (MGC → MNQ/ES/NQ)
• models.py: Replaced all MGC contract examples with MNQ futures
  • Updated tick size (0.25) and tick value (0.50) for accuracy
• order_templates.py: Reviewed - no changes needed
• order_tracker.py: Reviewed - no changes needed
• event_bus.py: Reviewed - no changes needed
• config.py: Reviewed - no changes needed
• exceptions.py: Reviewed - no changes needed

Key Patterns Updated

Before (Deprecated)

# Old factory function pattern
realtime_client = await create_realtime_client(jwt_token, account_id)
order_manager = create_order_manager(client, realtime_client)
position_manager = create_position_manager(client, realtime_client)
data_manager = create_data_manager("MNQ", client, realtime_client)

# Old method calls
account = client.get_account_info()
token = client.get_session_token()

After (V3.1.11)

# New TradingSuite pattern
suite = await TradingSuite.create("MNQ", timeframes=["1min", "5min"])

# Property-based access
account = suite.client.account_info
token = suite.client.session_token

# Component access via suite
await suite.orders.place_market_order(...)
position = await suite.positions.get_position(...)
data = await suite.data.get_data("1min")

Contract Symbol Updates

• Replaced MGC (Gold futures) references with more commonly traded instruments:
  • MNQ (E-mini NASDAQ-100)
  • ES (E-mini S&P 500)
  • NQ (NASDAQ-100)

Testing

• All changes are documentation-only
• No functional code changes
• Examples have been validated against v3.1.11 API patterns

Related Issues

• Ensures documentation accuracy for v3.1.11 release
• Improves developer experience with consistent, modern examples
• Reduces confusion from deprecated patterns in documentation

🤖 Generated with Claude Code

Co-Authored-By: Claude [email protected]

[claude]

Claude finished @TexasCoding's task —— View job

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Comprehensive PR Review: Documentation Updates for v3.1.11

I'll review this comprehensive docstring update PR for v3.1.11 API compatibility. Let me analyze the changes systematically:

Review Checklist

• Analyze overall PR scope and approach
• Review client module docstring updates
• Check order manager documentation changes
• Examine orderbook module updates
• Review position manager changes
• Analyze realtime module updates
• Check realtime data manager changes
• Review single-file module updates
• Assess reference documentation deletions
• Evaluate contract symbol updates (MGC → MNQ/ES/NQ)
• Check for consistency across modules
• Provide final recommendations

✅ Overall Assessment: HIGH QUALITY

This PR successfully modernizes the documentation to match v3.1.11 API patterns. The changes are systematic, consistent, and significantly improve developer experience.

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🎯 Positive Highlights

1. Excellent API Pattern Modernization

✅ Consistent TradingSuite Integration: All examples correctly show the modern pattern:

# ✅ AFTER (V3.1.11) - Correctly implemented
suite = await TradingSuite.create("MNQ", timeframes=["1min", "5min"])
await suite.orders.place_market_order(...)
position = await suite.positions.get_position(...)

✅ Property-based Access: Properly updated from method calls to properties:

• client.get_account_info() → client.account_info
• client.get_session_token() → client.session_token

2. Comprehensive Documentation Coverage

✅ Systematic Module Updates: All major modules updated consistently:

• Client module: Modern async patterns and TradingSuite examples
• Order Manager: Deprecated factory functions replaced
• Position Manager: Comprehensive suite integration examples
• OrderBook: EventBus integration patterns
• Realtime modules: Automatic management via TradingSuite

3. Smart Contract Symbol Updates

✅ Realistic Symbol Selection: MGC → MNQ/ES/NQ is an excellent choice:

• Higher liquidity and trading volume
• More commonly used by developers
• Better representative examples for futures trading

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⚠️ Areas for Improvement

1. Incomplete MGC Migration (Medium Priority)

Found 37 files still containing MGC references outside this PR scope:

Test Files (13 files):

• tests/conftest.py:159,191 - Mock data still uses MGC
• tests/test_*.py - Multiple test fixtures need updating

Utility Files (4 files):

• src/project_x_py/utils/*.py - Calculation examples use MGC

Example Files (3 files):

• examples/*.py - Demo scripts still reference MGC

Recommendation: Create follow-up issue to complete MGC → MNQ migration across remaining files.

2. Reference Documentation Deletion

✅ Appropriate Cleanup: The deletion of 13 _reference_docs/ files is justified:

• These were internal development documents
• Not part of public API documentation
• Removing outdated/duplicate content improves clarity

3. New Sphinx Documentation

✅ Professional Documentation Structure: Added comprehensive Sphinx documentation:

• User guides for all major components
• Advanced topics and examples
• Proper RST formatting

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🔍 Code Quality Analysis

Security Considerations

✅ No Security Issues: Documentation-only changes with no security implications.

Performance Considerations

✅ No Performance Impact: Pure documentation changes don't affect runtime performance.

Best Practices

✅ Excellent Documentation Standards:

• Consistent code example formatting
• Proper async/await patterns throughout
• Version tags (V3.1) for clarity
• Comprehensive parameter documentation

Test Coverage

⚠️ Test Files Not Updated: Test files still use MGC symbols and may need updating to match new documentation examples.

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📋 Specific Recommendations

Immediate Actions (This PR)

1. ✅ Ready to Merge: This PR is well-executed and ready for merge
2. ✅ No Breaking Changes: Documentation-only changes maintain full backward compatibility

Follow-up Actions (Future PRs)

1. Complete MGC Migration: Create issue to update remaining test files, utilities, and examples
2. Test Validation: Ensure test examples match new documentation patterns
3. Example Verification: Update example scripts to use MNQ instead of MGC

Code Quality Score: 9/10

• Documentation Quality: 10/10 (Excellent modernization)
• Consistency: 9/10 (Minor MGC references remain)
• Best Practices: 10/10 (Follows all conventions)
• Completeness: 8/10 (Test files need updating)

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✅ Final Recommendation: APPROVE

This PR successfully achieves its goal of updating documentation for v3.1.11 compatibility. The changes are:

• ✅ Systematic and comprehensive
• ✅ Technically accurate
• ✅ Significantly improve developer experience
• ✅ Follow established patterns and conventions
• ✅ Ready for production use

Merge with confidence! The incomplete MGC migration in test files is a separate concern that can be addressed in a follow-up PR.

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