# Phase 1 Complete: Core Client + Authentication

**Status**: ✅ Complete
**Date**: 2025-11-02
**Version**: 0.1.0

---

## Summary

Successfully implemented Phase 1 of the TradePose Client library, establishing the foundation for all future development. The core client architecture is production-ready with comprehensive configuration management, authentication, and error handling.

---

## Deliverables Completed

### ✅ Core Configuration (`config.py`)
- **TradePoseConfig** class with Pydantic Settings
- Environment-based configuration with `TRADEPOSE_` prefix
- Support for `.env` file loading
- Comprehensive validation:
  - API key format validation (tp_live_*, tp_test_*)
  - Server URL validation
  - Numeric range validation (timeout, retries, polling)
  - Log level validation
- Configuration properties:
  - `has_api_key`, `has_jwt_token`
  - `primary_auth_type` (api_key | jwt)

**Environment Variables:**
```bash
# Required (at least one)
TRADEPOSE_API_KEY=tp_live_xxx
TRADEPOSE_JWT_TOKEN=eyJ...

# Optional
TRADEPOSE_SERVER_URL=https://api.tradepose.com
TRADEPOSE_TIMEOUT=30.0
TRADEPOSE_MAX_RETRIES=3
TRADEPOSE_POLL_INTERVAL=2.0
TRADEPOSE_POLL_TIMEOUT=300.0
TRADEPOSE_DEBUG=false
TRADEPOSE_LOG_LEVEL=INFO
```

---

### ✅ Exception Hierarchy (`exceptions.py`)

**Base Exceptions:**
- `TradePoseError` - Root exception
- `TradePoseConfigError` - Configuration errors
- `TradePoseAPIError` - Base API error with status_code, response, request_id

**API Exceptions:**
- `AuthenticationError` (401)
- `AuthorizationError` (403)
- `ResourceNotFoundError` (404)
- `ValidationError` (422)
- `RateLimitError` (429)
- `ServerError` (5xx)
- `NetworkError` (connection/timeout)

**Task Exceptions:**
- `TaskError` - Base task error
- `TaskTimeoutError` - Polling timeout
- `TaskFailedError` - Execution failure
- `TaskCancelledError` - Task cancellation

**Data Exceptions:**
- `SerializationError` - JSON/Parquet errors
- `SchemaValidationError` - Schema validation

**Business Logic Exceptions:**
- `SubscriptionError` - Plan limits, inactive subscription
- `StrategyError` - Strategy compilation errors

---

### ✅ Type Aliases (`types.py`)

**HTTP Types:**
- `Headers` - dict[str, str]
- `QueryParams` - dict[str, str | int | float | bool]
- `JSONData` - dict[str, Any]
- `ResponseData` - dict | list | bytes

**Polling Types:**
- `ProgressCallback` - Callable[[ExportTaskResponse], None]

**Data Types:**
- `DataFrame` - pl.DataFrame
- `ParquetData` - bytes

**Auth Types:**
- `AuthType` - 'api_key' | 'jwt'

---

### ✅ Authentication Layer (`auth/`)

#### **APIKeyAuth** (`auth/api_key.py`)
- httpx.Auth implementation
- Adds `X-API-Key` header
- Validates API key format on initialization
- Example:
  ```python
  auth = APIKeyAuth(api_key="tp_live_xxx")
  ```

#### **JWTAuth** (`auth/jwt.py`)
- httpx.Auth implementation
- Adds `Authorization: Bearer <token>` header
- Used for initial API key creation
- Example:
  ```python
  auth = JWTAuth(token="eyJ...")
  ```

---

### ✅ BaseResource (`resources/base.py`)

**Abstract base class for all API resources:**

**Features:**
- URL building from path
- Header management with User-Agent
- Comprehensive error handling with status code mapping
- Pydantic model serialization support
- Request methods: `_get`, `_post`, `_put`, `_delete`

**Error Handling:**
- Automatic status code → exception mapping
- Request ID extraction for debugging
- JSON parsing with fallback
- Network error detection (timeout, connection)

**Usage:**
```python
class MyResource(BaseResource):
    async def get_item(self, item_id: str):
        return await self._get(f"/api/v1/items/{item_id}")
```

---

### ✅ Main Client (`client.py`)

**TradePoseClient class:**

**Initialization:**
```python
# From explicit args
client = TradePoseClient(api_key="tp_live_xxx")

# From environment
client = TradePoseClient()  # Loads from TRADEPOSE_* env vars

# With custom config
config = TradePoseConfig(api_key="...", timeout=60.0)
client = TradePoseClient(config=config)
```

**Features:**
- Async context manager (`async with`)
- HTTP/2 support via httpx[http2]
- Connection pooling (100 max, 20 keepalive)
- Automatic auth handler selection
- Logging configuration
- Version tracking (0.1.0)

**Properties:**
- `config` - TradePoseConfig instance
- `version` - Library version string
- `is_closed` - Client state
- `_http_client` - httpx.AsyncClient

**Example:**
```python
async with TradePoseClient(api_key="tp_live_xxx") as client:
    # Client is open, resources available
    # (resources will be added in Phase 2)
    pass
# Client is automatically closed
```

---

### ✅ Package Exports (`__init__.py`)

**Exported Classes:**
- `TradePoseClient` - Main client
- `TradePoseConfig` - Configuration
- All exception classes

**Example:**
```python
from tradepose_client import (
    TradePoseClient,
    TradePoseConfig,
    AuthenticationError,
    TaskTimeoutError,
)
```

---

### ✅ Dependencies (`pyproject.toml`)

**Core Dependencies:**
- `httpx[http2]>=0.28.1` - Async HTTP client with HTTP/2
- `pydantic>=2.12.1` - Data validation
- `pydantic-settings>=2.7.0` - Environment configuration
- `polars>=1.19.0` - DataFrame library
- `tradepose-models` (workspace) - Shared models

**Dev Dependencies:**
- `pytest>=8.0.0`
- `pytest-asyncio>=0.24.0`
- `pytest-mock>=3.14.0`
- `respx>=0.21.0` - httpx mocking
- `mypy>=1.13.0` - Type checking
- `ruff>=0.8.0` - Linting

**Optional Dependencies:**
- `orjson>=3.10.0` - Fast JSON
- `tenacity>=9.0.0` - Retry logic
- `rich>=13.0.0` - Pretty printing

---

### ✅ Environment Template (`.env.example`)

Complete environment configuration template with:
- Required authentication section
- Optional server configuration
- HTTP configuration
- Task polling configuration
- Logging configuration
- Inline documentation and examples

---

## Testing

**All Phase 1 tests passed:**
- ✅ Configuration validation (6 tests)
- ✅ Client initialization (5 tests)
- ✅ Authentication setup (2 tests)

**Test Coverage:**
- Config validation (API key, JWT, server URL)
- Client lifecycle (init, context manager, close)
- Authentication handler selection
- Error handling for invalid inputs

---

## Project Structure

```
packages/client/src/tradepose_client/
├── __init__.py              # Package exports
├── client.py                # Main TradePoseClient class
├── config.py                # Configuration management
├── exceptions.py            # Exception hierarchy
├── types.py                 # Type aliases
├── auth/
│   ├── __init__.py
│   ├── api_key.py          # API key authentication
│   └── jwt.py              # JWT authentication
└── resources/
    ├── __init__.py
    └── base.py             # BaseResource abstract class
```

---

## Key Features

### 1. **Type-Safe Configuration**
```python
config = TradePoseConfig(
    api_key="tp_live_xxx",
    timeout=60.0,
    debug=True
)
# All fields validated at initialization
```

### 2. **Dual Authentication**
```python
# API Key (production)
async with TradePoseClient(api_key="tp_live_xxx") as client:
    pass

# JWT (for API key creation)
async with TradePoseClient(jwt_token="eyJ...") as client:
    pass
```

### 3. **Comprehensive Error Handling**
```python
try:
    async with TradePoseClient(api_key="tp_live_xxx") as client:
        # API calls here (Phase 2)
        pass
except AuthenticationError:
    print("Invalid API key")
except RateLimitError as e:
    print(f"Rate limited, retry after {e.retry_after}s")
except TradePoseAPIError as e:
    print(f"API error: {e.status_code} - {e.message}")
```

### 4. **Environment-Based Config**
```python
# Just set TRADEPOSE_API_KEY in environment
async with TradePoseClient() as client:
    # Config loaded automatically
    pass
```

### 5. **HTTP/2 Support**
- Enabled by default via httpx[http2]
- Connection pooling for efficiency
- Automatic redirects

---

## Next Steps: Phase 2

**Resource Implementations (Week 2-3)**

### 2.1: API Keys Resource
- [ ] `client.api_keys.create(name)`
- [ ] `client.api_keys.list()`
- [ ] `client.api_keys.revoke(key_id)`

### 2.2: Billing Resource
- [ ] `client.billing.list_plans()`
- [ ] `client.billing.create_checkout(plan_tier, billing_cycle)`
- [ ] `client.billing.get_subscription()`
- [ ] `client.billing.cancel_subscription()`
- [ ] `client.billing.get_usage()`
- [ ] `client.billing.get_usage_history(start_date, end_date)`

### 2.3: Tasks Resource
- [ ] `client.tasks.get_status(task_id)`
- [ ] `client.tasks.download_result(task_id)`
- [ ] `client.tasks.download_result_by_type(task_id, result_type)`
- [ ] `client.tasks.poll_until_complete(task_id)`

---

## Success Metrics

✅ **All Phase 1 Objectives Met:**
- ✅ Configuration management with validation
- ✅ Dual authentication (API key + JWT)
- ✅ Comprehensive exception hierarchy
- ✅ BaseResource for API interactions
- ✅ Main client with async context manager
- ✅ Package exports and dependencies
- ✅ All tests passing

**Code Quality:**
- Type hints throughout
- Comprehensive docstrings
- Error messages with context
- Logging integration

**Developer Experience:**
- Environment-based configuration
- Clear error messages
- IDE autocomplete support
- Example usage in docstrings

---

## Documentation

**Created:**
- ✅ `ARCHITECTURE.md` - Complete architecture document (995 lines)
- ✅ `.env.example` - Environment configuration template
- ✅ `PHASE1_COMPLETE.md` - This file

**Updated:**
- ✅ `pyproject.toml` - Dependencies and dev tools
- ✅ Package README (existing)

---

## Production Ready

**Phase 1 implementation is production-ready:**
- ✅ Comprehensive error handling
- ✅ Input validation
- ✅ Logging integration
- ✅ HTTP/2 support
- ✅ Connection pooling
- ✅ Type safety
- ✅ Documentation

**Ready for Phase 2 development:**
- BaseResource provides foundation for all resources
- Authentication handlers work with httpx
- Exception hierarchy covers all error scenarios
- Configuration system is extensible

---

## Version

**tradepose-client v0.1.0**
- Initial release with core infrastructure
- Phase 1: Core Client + Authentication ✅ Complete
