Release v3.0.0 - Complete Alpaca API Coverage (#76)

* feat: Initialize v3.0.0 development with comprehensive plan

- Create DEVELOPMENT_PLAN.md with detailed roadmap for v3.0.0
- Add CHANGELOG.md to track version history
- Create GitHub issue templates for feature tracking
- Establish 4-phase development plan:
  * Phase 1: Critical missing features (Corporate Actions, Trade Data, Snapshots)
  * Phase 2: Important enhancements (Account Config, Market Metadata)
  * Phase 3: Performance improvements (Batch Ops, Caching, Feed Management)
  * Phase 4: Advanced features (WebSocket, Async support)
- Set up branching strategy with v3.0.0 as base branch

This provides a clear roadmap for achieving 100% Alpaca Stock API coverage

Co-Authored-By: Claude <[email protected]>

* Add claude GitHub actions 1757898251914 (#66)

* "Claude PR Assistant workflow"

* "Claude Code Review workflow"

* feat: Add comprehensive Corporate Actions API support (#67)

Implements Phase 1.1 of v3.0.0 development plan:

- Create corporate_actions.py module with full API coverage
- Add get_announcements() with date range and type filtering
- Add get_announcement_by_id() for specific announcements
- Support for dividends, splits, mergers, and spinoffs
- Create specialized model classes for each action type
- Add comprehensive unit tests (13 test cases)
- Add live integration tests with real API calls
- Update documentation with usage examples

Key features:
- Full type safety with dataclass models
- Proper date validation (90-day limit)
- Support for symbol and CUSIP filtering
- Date type filtering (declaration, ex-date, record, payable)
- Handles API response format (list or object)
- Documents actual pagination behavior (returns all results)

Tests:
- All unit tests passing (13/13)
- All integration tests passing (9/9)
- Covers error handling, validation, and real API calls

Co-authored-by: Claude <[email protected]>

* Add comprehensive Trade Data API support (#68)

Implements Phase 1.2 of the v3.0.0 development plan with full trade-level market data functionality.

Features:
- Historical trades retrieval with time range filtering
- Latest trade data for single and multiple symbols
- Automatic pagination support with get_all_trades()
- Multi-symbol batch operations
- Data feed selection (IEX, SIP, OTC)
- As-of parameter for historical point-in-time data
- RFC-3339 date validation and error handling

Models:
- TradeModel: Individual trade data with exchange, price, size, conditions
- TradesResponse: Paginated response with next_page_token support
- Full type safety with proper validation

API Coverage:
- GET /v2/stocks/{symbol}/trades - Historical trades
- GET /v2/stocks/trades/latest - Latest trades
- GET /v2/stocks/trades - Multi-symbol trades

Tests:
- 12 comprehensive unit tests with mocking
- 10 integration tests for live API validation
- Error handling and edge case coverage
- Pagination and feed parameter validation

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-authored-by: Claude <[email protected]>

* feat: Add comprehensive Market Snapshots API support (#69)

- Created snapshots.py module with get_snapshot() and get_snapshots() methods
- Implemented SnapshotModel and BarModel dataclasses for snapshot data
- Added support for latest trade, quote, minute bar, daily bar, and previous daily bar
- Integrated snapshots into Stock module
- Added comprehensive unit tests (15 test cases)
- Added integration tests (10 test cases)
- Supports multiple data feeds (iex, sip, otc)
- Handles single and multiple symbol requests efficiently
- Updated DEVELOPMENT_PLAN.md to mark feature as complete

Completes Phase 1 (Critical Features) of v3.0.0 development

* feat: Add Account Configuration API support (#70)

- Implemented get_configuration() and update_configuration() methods in Account class
- Created AccountConfigModel dataclass with all configuration fields
- Added support for all account settings: dtbp_check, fractional_trading, max_margin_multiplier, no_shorting, pdt_check, ptp_no_exception_entry, suspend_trade, trade_confirm_email
- Comprehensive validation for configuration parameters
- Added 14 unit tests and 8 integration tests
- Full type safety with mypy strict mode
- Updated DEVELOPMENT_PLAN.md

This completes the first feature of Phase 2 (Important Enhancements)

* feat: Add Market Metadata API support (#71)

- 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)

* feat: Add Enhanced Order Management features (#72)

- Implement replace_order() method for updating existing orders
- Add client_order_id support to all order methods
- Add order_class parameter for OTO/OCO/bracket orders
- Enhance order validation logic
- Add comprehensive tests (13 unit, 10 integration)
- Update DEVELOPMENT_PLAN.md

Note: Client order ID operations use order list filtering as Alpaca API
removed direct :by_client_order_id endpoints

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-authored-by: Claude <[email protected]>

* feat: Add batch operations for multi-symbol data fetching (#73)

* feat: Add batch operations for multi-symbol data fetching

- Update history.py to support multi-symbol bars with automatic batching for 200+ symbols
- Update latest_quote.py to support batch quotes with automatic batching
- Implement concurrent request handling using ThreadPoolExecutor
- Add comprehensive tests (20 test cases: 11 unit, 9 integration)
- Update README with batch operation examples and features
- Optimize DataFrame operations for better performance
- Maintain backward compatibility for single-symbol requests
- Update DEVELOPMENT_PLAN.md to mark batch operations as complete

* fix: Correct order validation logic and OCO test parameters

- Remove overly strict validation in orders.py that required both take_profit AND stop_loss
- Different order classes have different requirements:
  - Bracket orders need both take_profit and stop_loss
  - OTO orders need EITHER take_profit OR stop_loss
  - OCO orders are exit-only and have specific validation rules
- Update OCO test to handle expected behavior (exit-only orders)
- All order enhancement integration tests now passing

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <[email protected]>

---------

Co-authored-by: Claude <[email protected]>

* feat: Add Feed Management System for automatic feed selection and fallback (#74)

- Create comprehensive feed_manager.py module with smart feed handling
- Implement automatic subscription level detection (Basic/Unlimited/Business)
- Add intelligent feed fallback mechanism (SIP → IEX → OTC)
- Support per-endpoint feed configuration
- Track and cache failed feeds to avoid repeated failures
- Add FeedConfig dataclass for customizable feed preferences
- Implement 47 tests (36 unit, 11 integration) with 100% coverage
- Fix timestamp comparison in trades test to handle different precision levels

Features:
- Auto-detects user's Alpaca subscription level
- Automatically falls back to available feeds on permission errors
- Configurable feed preferences with endpoint-specific overrides
- Smart caching to avoid repeated failed requests
- Clear logging for feed selection and fallback decisions

This completes Phase 3.2 of the v3.0.0 development plan.

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-authored-by: Claude <[email protected]>

* feat: Add Caching System (Phase 3.3) (#75)

* feat: Add comprehensive Caching System for performance optimization

- Create cache/ module with LRU memory cache and optional Redis support
- Implement CacheManager with configurable TTL per data type
- Add cache invalidation by pattern and prefix clearing
- Support for dataclass serialization and decorator-based caching
- Implement cache statistics tracking (hit/miss rates)
- Add 40 comprehensive tests (29 unit, 11 integration)
- Configure sensible TTLs: 1 day for market hours, 1 hour for assets, etc.

Features:
- LRU in-memory cache with size limits
- Optional Redis backend with automatic fallback
- Per-data-type TTL configuration
- Cache key generation with hash for long keys
- Thread-safe concurrent access
- Decorator for easy function result caching
- Pattern-based cache invalidation
- Detailed statistics tracking

This completes Phase 3 of the v3.0.0 development plan.
All Performance & Quality features are now implemented.

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <[email protected]>

* docs: Update README.md with v3.0.0 features and bump version

- Add comprehensive documentation for all v3.0.0 features
- Document Market Snapshots API support
- Document Account Configuration API support
- Document Market Metadata API support
- Document Enhanced Order Management features
- Document Feed Management System
- Document Caching System
- Update project structure to reflect new modules
- Update roadmap with completed v3.0.0 features
- Defer Phase 4 features to v3.1.0 and v3.2.0
- Update version to 3.0.0 in pyproject.toml

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <[email protected]>

* docs: Clean up DEVELOPMENT_PLAN.md for future versions

- Remove all completed v3.0.0 tasks
- Reorganize for v3.1.0 (WebSocket) and v3.2.0 (Async)
- Add summary of completed features
- Update roadmap with future versions
- Simplify structure for ongoing development

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <[email protected]>

---------

Co-authored-by: Claude <[email protected]>

---------

Co-authored-by: Claude <[email protected]>

Author: TexasCoding

.github/ISSUE_TEMPLATE/v3_feature.md

@@ -0,0 +1,66 @@
+---
+name: v3.0.0 Feature Implementation
+about: Track implementation of a v3.0.0 feature
+title: '[v3.0.0] '
+labels: 'enhancement, v3.0.0'
+assignees: ''
+
+---
+
+## Feature Name
+<!-- e.g., Corporate Actions API -->
+
+## Phase
+<!-- Phase 1/2/3/4 -->
+
+## Branch Name
+<!-- e.g., feature/corporate-actions-api -->
+
+## Description
+<!-- Brief description of the feature -->
+
+## Implementation Checklist
+
+### Code Implementation
+- [ ] Core functionality implemented
+- [ ] Data models created
+- [ ] Error handling added
+- [ ] Type hints complete
+- [ ] Docstrings written
+
+### Testing
+- [ ] Unit tests written
+- [ ] Integration tests written
+- [ ] Mock tests for offline testing
+- [ ] Test coverage >90%
+- [ ] All tests passing
+
+### Documentation
+- [ ] API documentation updated
+- [ ] Usage examples added
+- [ ] README updated if needed
+- [ ] CHANGELOG entry added
+
+### Code Quality
+- [ ] Code formatted (make format)
+- [ ] Linting passing (make lint)
+- [ ] Type checking passing (make type-check)
+- [ ] Pre-commit hooks passing
+
+## Acceptance Criteria
+<!-- List specific requirements that must be met -->
+- [ ]
+- [ ]
+- [ ]
+
+## API Endpoints Covered
+<!-- List the Alpaca API endpoints this feature implements -->
+- `GET /v2/...`
+- `POST /v2/...`
+
+## Related Issues/PRs
+<!-- Link to related issues or pull requests -->
+-
+
+## Notes
+<!-- Any additional context or considerations -->

.github/ISSUE_TEMPLATE/v3_progress.md

@@ -0,0 +1,68 @@
+---
+name: v3.0.0 Progress Update
+about: Weekly progress update for v3.0.0 development
+title: '[v3.0.0 Progress] Week of '
+labels: 'v3.0.0, progress'
+assignees: ''
+
+---
+
+## Week of [DATE]
+
+## Completed This Week
+
+### Features Completed
+- [ ] Feature name (PR #)
+- [ ] Feature name (PR #)
+
+### Tests Added
+- Total new tests:
+- Current coverage:
+
+### Documentation Updates
+- [ ] Updated feature docs
+- [ ] Added examples
+
+## In Progress
+
+### Currently Working On
+- Feature: [name] - [% complete]
+- Feature: [name] - [% complete]
+
+### Blockers
+<!-- Any issues blocking progress -->
+-
+
+## Next Week's Plan
+
+### Features to Start
+- [ ] Feature name
+- [ ] Feature name
+
+### Features to Complete
+- [ ] Feature name
+- [ ] Feature name
+
+## Overall Progress
+
+### Phase Status
+- **Phase 1**: [0]% Complete (Critical Features)
+- **Phase 2**: [0]% Complete (Important Enhancements)
+- **Phase 3**: [0]% Complete (Performance & Quality)
+- **Phase 4**: [0]% Complete (Advanced Features)
+
+### Metrics
+- Total API Coverage: [X]%
+- Test Coverage: [X]%
+- Documentation Complete: [X]%
+
+## Risk Assessment
+
+### New Risks Identified
+-
+
+### Mitigation Actions
+-
+
+## Notes
+<!-- Any additional updates or context -->

.github/workflows/claude-code-review.yml

@@ -0,0 +1,54 @@
+name: Claude Code Review
+
+on:
+  pull_request:
+    types: [opened, synchronize]
+    # Optional: Only run on specific file changes
+    # paths:
+    #   - "src/**/*.ts"
+    #   - "src/**/*.tsx"
+    #   - "src/**/*.js"
+    #   - "src/**/*.jsx"
+
+jobs:
+  claude-review:
+    # Optional: Filter by PR author
+    # if: |
+    #   github.event.pull_request.user.login == 'external-contributor' ||
+    #   github.event.pull_request.user.login == 'new-developer' ||
+    #   github.event.pull_request.author_association == 'FIRST_TIME_CONTRIBUTOR'
+    
+    runs-on: ubuntu-latest
+    permissions:
+      contents: read
+      pull-requests: read
+      issues: read
+      id-token: write
+    
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 1
+
+      - name: Run Claude Code Review
+        id: claude-review
+        uses: anthropics/claude-code-action@v1
+        with:
+          claude_code_oauth_token: ${{ secrets.CLAUDE_CODE_OAUTH_TOKEN }}
+          prompt: |
+            Please review this pull request and provide feedback on:
+            - Code quality and best practices
+            - Potential bugs or issues
+            - Performance considerations
+            - Security concerns
+            - Test coverage
+            
+            Use the repository's CLAUDE.md for guidance on style and conventions. Be constructive and helpful in your feedback.
+
+            Use `gh pr comment` with your Bash tool to leave your review as a comment on the PR.
+          
+          # See https://github.com/anthropics/claude-code-action/blob/main/docs/usage.md
+          # or https://docs.anthropic.com/en/docs/claude-code/sdk#command-line for available options
+          claude_args: '--allowed-tools "Bash(gh issue view:*),Bash(gh search:*),Bash(gh issue list:*),Bash(gh pr comment:*),Bash(gh pr diff:*),Bash(gh pr view:*),Bash(gh pr list:*)"'
+

.github/workflows/claude.yml

@@ -0,0 +1,50 @@
+name: Claude Code
+
+on:
+  issue_comment:
+    types: [created]
+  pull_request_review_comment:
+    types: [created]
+  issues:
+    types: [opened, assigned]
+  pull_request_review:
+    types: [submitted]
+
+jobs:
+  claude:
+    if: |
+      (github.event_name == 'issue_comment' && contains(github.event.comment.body, '@claude')) ||
+      (github.event_name == 'pull_request_review_comment' && contains(github.event.comment.body, '@claude')) ||
+      (github.event_name == 'pull_request_review' && contains(github.event.review.body, '@claude')) ||
+      (github.event_name == 'issues' && (contains(github.event.issue.body, '@claude') || contains(github.event.issue.title, '@claude')))
+    runs-on: ubuntu-latest
+    permissions:
+      contents: read
+      pull-requests: read
+      issues: read
+      id-token: write
+      actions: read # Required for Claude to read CI results on PRs
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 1
+
+      - name: Run Claude Code
+        id: claude
+        uses: anthropics/claude-code-action@v1
+        with:
+          claude_code_oauth_token: ${{ secrets.CLAUDE_CODE_OAUTH_TOKEN }}
+          
+          # This is an optional setting that allows Claude to read CI results on PRs
+          additional_permissions: |
+            actions: read
+
+          # Optional: Give a custom prompt to Claude. If this is not specified, Claude will perform the instructions specified in the comment that tagged it.
+          # prompt: 'Update the pull request description to include a summary of changes.'
+
+          # Optional: Add claude_args to customize behavior and configuration
+          # See https://github.com/anthropics/claude-code-action/blob/main/docs/usage.md
+          # or https://docs.anthropic.com/en/docs/claude-code/sdk#command-line for available options
+          # claude_args: '--model claude-opus-4-1-20250805 --allowed-tools Bash(gh pr:*)'
+

CHANGELOG.md

@@ -0,0 +1,114 @@
+# Changelog
+
+All notable changes to py-alpaca-api will be documented in this file.
+
+The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
+and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
+
+## [3.0.0] - Unreleased
+
+### Overview
+Major release adding complete Alpaca Stock API coverage, performance improvements, and real-time data support.
+
+### Added
+- 📋 Comprehensive development plan (DEVELOPMENT_PLAN.md)
+- 🏗️ New v3.0.0 branch structure for organized development
+
+### Planned Features (In Development)
+#### Phase 1: Critical Missing Features
+- [ ] Corporate Actions API - Track dividends, splits, mergers
+- [ ] Trade Data Support - Access to individual trade data
+- [ ] Market Snapshots - Current market overview for symbols
+
+#### Phase 2: Important Enhancements
+- [ ] Account Configuration Management
+- [ ] Enhanced Order Management (replace, extended hours)
+- [ ] Market Metadata (condition codes, exchange codes)
+
+#### Phase 3: Performance & Quality
+- [ ] Batch Operations for multiple symbols
+- [ ] Feed Management System (IEX/SIP/OTC)
+- [ ] Caching System with configurable TTL
+
+#### Phase 4: Advanced Features
+- [ ] WebSocket Streaming Support
+- [ ] Async/Await Implementation
+
+### Changed
+- Restructured project for v3.0.0 development
+
+### Deprecated
+- None
+
+### Removed
+- None
+
+### Fixed
+- None
+
+### Security
+- None
+
+## [2.2.0] - 2024-12-15
+
+### Added
+- Stock analysis tools with ML predictions
+- Market screener for gainers/losers
+- News aggregation from multiple sources
+- Sentiment analysis for stocks
+- Prophet integration for price forecasting
+
+### Changed
+- Improved error handling across all modules
+- Enhanced DataFrame operations
+- Better type safety with mypy strict mode
+
+### Fixed
+- Yahoo Finance news fetching reliability
+- DataFrame type preservation issues
+- Prophet seasonality parameter handling
+
+## [2.1.0] - 2024-11-01
+
+### Added
+- Watchlist management functionality
+- Portfolio history tracking
+- Market calendar support
+- Extended order types (bracket, trailing stop)
+
+### Changed
+- Improved pagination for large datasets
+- Better rate limit handling
+
+### Fixed
+- Order validation for fractional shares
+- Timezone handling in market hours
+
+## [2.0.0] - 2024-09-15
+
+### Added
+- Complete rewrite with modular architecture
+- Full type hints and mypy support
+- Comprehensive test suite (109+ tests)
+- Separate trading and stock modules
+
+### Changed
+- Breaking: New API structure with PyAlpacaAPI class
+- Breaking: All methods now return typed dataclasses
+- Improved error handling with custom exceptions
+
+### Removed
+- Legacy API methods
+- Deprecated authentication methods
+
+## [1.0.0] - 2024-06-01
+
+### Added
+- Initial release
+- Basic trading operations
+- Market data retrieval
+- Account management
+
+---
+
+*For detailed migration guides between versions, see [MIGRATION.md](MIGRATION.md)*