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feat: Add Market Metadata API support
- Created metadata.py module with exchange and condition code lookups - Implemented get_exchange_codes() for stock exchange mappings - Implemented get_condition_codes() with tape and ticktype support - Added get_all_condition_codes() for bulk retrieval - Added lookup methods for easy code-to-name resolution - Implemented intelligent caching with cache management - Added 16 unit tests and 11 integration tests - Full type safety with mypy strict mode - Updated DEVELOPMENT_PLAN.md Supports: - All stock exchange codes (NYSE, NASDAQ, IEX, etc.) - Trade condition codes for all tapes (A, B, C) - Quote condition codes for all tapes - Caching for improved performance - Cache clearing and management This completes the second feature of Phase 2 (Important Enhancements)
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DEVELOPMENT_PLAN.md

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@@ -139,20 +139,22 @@ main
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- Proper validation of configuration values
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- Clear error messages for invalid configs
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#### 2.2 Market Metadata
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#### 2.2 Market Metadata
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**Branch**: `feature/market-metadata`
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**Priority**: 🟡 High
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**Estimated Time**: 1 day
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**Actual Time**: < 1 day
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**Completed**: 2025-01-15
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**Tasks**:
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- [ ] Create `stock/metadata.py` module
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- [ ] Implement `get_condition_codes()` method
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- [ ] Implement `get_exchange_codes()` method
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- [ ] Create `ConditionCode` dataclass
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- [ ] Create `ExchangeCode` dataclass
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- [ ] Add caching for metadata (rarely changes)
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- [ ] Add comprehensive tests (5+ test cases)
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- [ ] Update documentation
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- [x] Create `stock/metadata.py` module
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- [x] Implement `get_condition_codes()` method with tape/ticktype support
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- [x] Implement `get_exchange_codes()` method
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- [x] Implement `get_all_condition_codes()` for bulk retrieval
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- [x] Add lookup methods for easy code resolution
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- [x] Add caching for metadata with cache management
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- [x] Add comprehensive tests (16 unit tests, 11 integration tests)
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- [x] Update documentation
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**Acceptance Criteria**:
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- Returns all condition and exchange codes
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## 📈 Progress Tracking
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### Overall Progress: 🟦 35% Complete
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### Overall Progress: 🟦 40% Complete
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| Phase | Status | Progress | Estimated Completion |
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|-------|--------|----------|---------------------|
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| Phase 1: Critical Features | ✅ Complete | 100% | Week 1 |
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| Phase 2: Important Enhancements | 🟦 In Progress | 33% | Week 2 |
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| Phase 2: Important Enhancements | 🟦 In Progress | 67% | Week 2 |
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| Phase 3: Performance & Quality | ⬜ Not Started | 0% | Week 7 |
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| Phase 4: Advanced Features | ⬜ Not Started | 0% | Week 10 |
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src/py_alpaca_api/stock/__init__.py

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from py_alpaca_api.stock.assets import Assets
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from py_alpaca_api.stock.history import History
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from py_alpaca_api.stock.latest_quote import LatestQuote
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from py_alpaca_api.stock.metadata import Metadata
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from py_alpaca_api.stock.predictor import Predictor
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from py_alpaca_api.stock.screener import Screener
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from py_alpaca_api.stock.snapshots import Snapshots
@@ -41,5 +42,6 @@ def _initialize_components(
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)
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self.predictor = Predictor(history=self.history, screener=self.screener)
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self.latest_quote = LatestQuote(headers=headers)
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self.metadata = Metadata(headers=headers)
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self.snapshots = Snapshots(headers=headers)
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self.trades = Trades(headers=headers)
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import json
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from py_alpaca_api.exceptions import APIRequestError, ValidationError
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from py_alpaca_api.http.requests import Requests
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class Metadata:
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"""Market metadata API for condition codes and exchange codes."""
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def __init__(self, headers: dict[str, str]) -> None:
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"""Initialize the Metadata class.
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Args:
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headers: Dictionary containing authentication headers.
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"""
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self.headers = headers
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self.base_url = "https://data.alpaca.markets/v2/stocks/meta"
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# Cache for metadata that rarely changes
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self._exchange_cache: dict[str, str] | None = None
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self._condition_cache: dict[str, dict[str, str]] = {}
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def get_exchange_codes(self, use_cache: bool = True) -> dict[str, str]:
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"""Get the mapping between exchange codes and exchange names.
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Args:
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use_cache: Whether to use cached data if available. Defaults to True.
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Returns:
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Dictionary mapping exchange codes to exchange names.
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Raises:
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APIRequestError: If the API request fails.
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"""
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if use_cache and self._exchange_cache is not None:
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return self._exchange_cache
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url = f"{self.base_url}/exchanges"
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try:
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response = json.loads(
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Requests().request(method="GET", url=url, headers=self.headers).text
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)
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except Exception as e:
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raise APIRequestError(message=f"Failed to get exchange codes: {e!s}") from e
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if not response:
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raise APIRequestError(message="No exchange data returned")
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# Cache the result
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self._exchange_cache = response
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return response
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def get_condition_codes(
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self,
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ticktype: str = "trade",
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tape: str = "A",
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use_cache: bool = True,
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) -> dict[str, str]:
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"""Get the mapping between condition codes and condition names.
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Args:
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ticktype: Type of conditions to retrieve ("trade" or "quote"). Defaults to "trade".
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tape: Market tape ("A" for NYSE, "B" for NASDAQ, "C" for other). Defaults to "A".
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use_cache: Whether to use cached data if available. Defaults to True.
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Returns:
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Dictionary mapping condition codes to condition descriptions.
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Raises:
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ValidationError: If invalid parameters are provided.
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APIRequestError: If the API request fails.
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"""
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# Validate parameters
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valid_ticktypes = ["trade", "quote"]
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if ticktype not in valid_ticktypes:
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raise ValidationError(
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f"Invalid ticktype. Must be one of: {', '.join(valid_ticktypes)}"
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)
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valid_tapes = ["A", "B", "C"]
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if tape not in valid_tapes:
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raise ValidationError(
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f"Invalid tape. Must be one of: {', '.join(valid_tapes)}"
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)
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# Check cache
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cache_key = f"{ticktype}_{tape}"
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if use_cache and cache_key in self._condition_cache:
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return self._condition_cache[cache_key]
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url = f"{self.base_url}/conditions/{ticktype}"
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params: dict[str, str | bool | float | int] = {"tape": tape}
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try:
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response = json.loads(
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Requests()
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.request(method="GET", url=url, headers=self.headers, params=params)
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.text
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)
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except Exception as e:
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raise APIRequestError(
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message=f"Failed to get condition codes: {e!s}"
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) from e
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if response is None:
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raise APIRequestError(message="No condition data returned")
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# Cache the result
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self._condition_cache[cache_key] = response
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return response
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def get_all_condition_codes(
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self, use_cache: bool = True
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) -> dict[str, dict[str, dict[str, str]]]:
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"""Get all condition codes for all tick types and tapes.
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Args:
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use_cache: Whether to use cached data if available. Defaults to True.
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Returns:
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Nested dictionary with structure:
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{
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"trade": {
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"A": {condition_code: description, ...},
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"B": {condition_code: description, ...},
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"C": {condition_code: description, ...}
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},
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"quote": {
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"A": {condition_code: description, ...},
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"B": {condition_code: description, ...},
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"C": {condition_code: description, ...}
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}
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}
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Raises:
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APIRequestError: If any API request fails.
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"""
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result: dict[str, dict[str, dict[str, str]]] = {}
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for ticktype in ["trade", "quote"]:
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result[ticktype] = {}
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for tape in ["A", "B", "C"]:
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try:
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result[ticktype][tape] = self.get_condition_codes(
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ticktype=ticktype, tape=tape, use_cache=use_cache
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)
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except APIRequestError:
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# Some tape/ticktype combinations might not be available
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result[ticktype][tape] = {}
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return result
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def clear_cache(self) -> None:
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"""Clear all cached metadata.
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This forces the next request to fetch fresh data from the API.
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"""
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self._exchange_cache = None
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self._condition_cache = {}
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def lookup_exchange(self, code: str) -> str | None:
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"""Look up an exchange name by its code.
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Args:
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code: The exchange code to look up.
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Returns:
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The exchange name if found, None otherwise.
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"""
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exchanges = self.get_exchange_codes()
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return exchanges.get(code)
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def lookup_condition(
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self, code: str, ticktype: str = "trade", tape: str = "A"
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) -> str | None:
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"""Look up a condition description by its code.
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Args:
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code: The condition code to look up.
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ticktype: Type of condition ("trade" or "quote"). Defaults to "trade".
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tape: Market tape ("A", "B", or "C"). Defaults to "A".
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Returns:
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The condition description if found, None otherwise.
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"""
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conditions = self.get_condition_codes(ticktype=ticktype, tape=tape)
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return conditions.get(code)

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