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py-alpaca-api Development Plan

📋 Overview

This document outlines the future development plan for py-alpaca-api, focusing on advanced features and continuous improvements.

Current Version: 3.0.0 (Released) Next Version: 3.1.0 (WebSocket Streaming) Future Version: 3.2.0 (Async Support)

🎯 Completed in v3.0.0

✅ Phase 1: Critical Missing Features

  • Corporate Actions API
  • Trade Data Support
  • Market Snapshots

✅ Phase 2: Important Enhancements

  • Account Configuration
  • Market Metadata
  • Enhanced Order Management

✅ Phase 3: Performance & Quality

  • Batch Operations for multi-symbol data
  • Feed Management System with automatic fallback
  • Caching System with LRU and Redis support

🚀 Future Development

Version 3.1.0: WebSocket Streaming

Target Release: Q2 2025 Branch: feature/websocket-streaming

Goals

  • Real-time market data streaming
  • Reduced latency for live trading
  • Efficient connection management
  • Comprehensive error handling

Tasks

  • Create streaming/ module structure
  • Implement StreamClient class
  • Add real-time quote streaming
  • Add real-time trade streaming
  • Add real-time bar aggregation
  • Implement reconnection logic
  • Add subscription management
  • Add comprehensive tests (15+ test cases)
  • Update documentation with examples

Acceptance Criteria

  • Stable WebSocket connection with automatic reconnection
  • Efficient message parsing and handling
  • Support for multiple symbol subscriptions
  • Clean shutdown mechanism
  • Comprehensive error handling and recovery

Version 3.2.0: Async Support

Target Release: Q3 2025 Branch: feature/async-support

Goals

  • Full async/await support for all API methods
  • Improved performance for concurrent operations
  • Better resource utilization
  • Backwards compatibility maintained

Tasks

  • Create AsyncPyAlpacaAPI class
  • Implement async versions of all methods
  • Add connection pooling with aiohttp
  • Implement async rate limiting
  • Add async cache support
  • Create async streaming client
  • Add comprehensive tests (20+ test cases)
  • Update documentation with async examples

Acceptance Criteria

  • All methods have async equivalents
  • Proper connection pooling and reuse
  • Efficient concurrent execution
  • Backwards compatible (sync API still works)
  • Performance improvements documented

🌳 Branching Strategy

main
  └── v3.1.0 (for WebSocket features)
       └── feature/websocket-streaming
  └── v3.2.0 (for Async support)
       └── feature/async-support

Workflow

  1. Create version branch from main
  2. Create feature branches from version branch
  3. Implement features with tests
  4. Create PR to merge into version branch
  5. Code review and testing
  6. When complete, PR from version branch to main

📊 Roadmap

Version Features Status Target Date
3.0.0 Core API Coverage, Performance, Caching ✅ Released January 2025
3.1.0 WebSocket Streaming ⬜ Planned Q2 2025
3.2.0 Async Support ⬜ Planned Q3 2025
3.3.0 Advanced Analytics ⬜ Future Q4 2025
4.0.0 Options Trading Support ⬜ Future 2026

🧪 Testing Strategy

Requirements

  • Minimum 90% code coverage for new features
  • All public methods must have tests
  • Integration tests for API endpoints
  • Mock tests for development without API keys
  • Performance benchmarks for async operations

Test Categories

  1. Unit Tests: Individual function testing
  2. Integration Tests: API endpoint testing
  3. Performance Tests: Load and efficiency testing
  4. Mock Tests: Testing without live API
  5. Regression Tests: Ensure backward compatibility

📝 Documentation Requirements

For Each Feature

  1. API Documentation: Comprehensive docstrings
  2. Usage Examples: Practical code examples
  3. Migration Guide: For any breaking changes
  4. Performance Guide: For optimization tips
  5. Troubleshooting: Common issues and solutions

🚀 Release Process

Version Strategy

  • x.x.0-alpha.x: Early development releases
  • x.x.0-beta.x: Feature complete, testing phase
  • x.x.0-rc.x: Release candidates
  • x.x.0: Stable release

Release Checklist

  • All tests passing
  • Documentation complete
  • CHANGELOG updated
  • Migration guide written (if needed)
  • Performance benchmarks documented
  • Security audit completed
  • Package version bumped
  • GitHub release created
  • PyPI package published

🔍 Code Review Standards

For each PR:

  • Code follows project style guide
  • All tests passing
  • Test coverage ≥ 90%
  • Documentation updated
  • Type hints complete
  • No breaking changes (or properly documented)
  • Performance impact assessed
  • Security implications reviewed

📊 Success Metrics

Technical Metrics

  • API coverage: 100% of stock endpoints
  • Test coverage: >90%
  • Performance: <50ms average response time (async)
  • WebSocket stability: >99.9% uptime
  • Memory usage: <100MB for typical operations

User Metrics

  • GitHub stars growth
  • PyPI downloads increase
  • Issue resolution time <48 hours
  • Community engagement metrics

🤝 Contributing

How to Contribute

  1. Check the roadmap for planned features
  2. Open an issue to discuss your contribution
  3. Fork the repository
  4. Create a feature branch
  5. Implement with tests and documentation
  6. Submit a PR with all checks passing

Contribution Guidelines

  • Follow the existing code style
  • Include comprehensive tests
  • Update documentation
  • Add examples where appropriate
  • Ensure backward compatibility

🚨 Known Challenges

WebSocket Implementation

  • Challenge: Maintaining stable connections
  • Solution: Implement robust reconnection logic with exponential backoff

Async Migration

  • Challenge: Maintaining backward compatibility
  • Solution: Separate async classes while keeping sync API intact

Performance at Scale

  • Challenge: Handling thousands of concurrent connections
  • Solution: Connection pooling and efficient resource management

📅 Maintenance Schedule

Regular Tasks

  • Weekly: Review and triage new issues
  • Monthly: Update dependencies
  • Quarterly: Performance audit
  • Yearly: Major version planning

📌 Resources

🎯 Definition of Done

A feature is considered complete when:

  1. ✅ All code implemented and reviewed
  2. ✅ All tests passing (>90% coverage)
  3. ✅ Documentation complete
  4. ✅ Performance benchmarks met
  5. ✅ No critical bugs reported in testing
  6. ✅ Migration guide provided (if needed)

Last Updated: 2025-01-16 Document Version: 2.0.0 Maintained By: py-alpaca-api Development Team