Roadmap
Completed
| Phase |
What |
Impact |
| Phase 1: Streaming Fixes |
Corrected 163 MDDS field ID mappings, added symbol chunking (50/msg), bar subscribe, fixed unsubscribe protocol |
All streaming quote data now returns correct values |
| Phase 2: Model Codegen |
Built C#-to-Pydantic pipeline generating 1,224 models (enums, API DTOs, internal models) in <1 second |
Complete wire-format type coverage, re-runnable for version updates |
| Phase 3: BEPS Events |
New BEPSClient for real-time account event streaming (19 event types: order fills, cancels, positions, price alerts) via AWS AppSync GraphQL |
Real-time trade notifications without polling |
| Phase 4: Endpoint Gaps |
8 new endpoints: cancel preview, order detail, conditional replace, account features, hard-to-borrow, open lots, short insights, time & sales |
SDK coverage from 59% to ~75% of known endpoints |
| Phase 5: Streaming Production |
MDDSStream and BEPSStream with auto-reconnect (configurable backoff), ref-counted subscriptions, delayed unsubscribe (10s), re-subscribe on reconnect |
Production-ready streaming for long-running applications |
| Phase 6: Version Diff |
Version detection (PowerShell/MSIX), model snapshot and semantic diff tool (classes, fields, enums), structured change reports |
Automated detection of API changes across app updates |
Planned
| Priority |
Items |
| Medium |
Remaining endpoint coverage (~15 endpoints: financing, notebooks, staged CRUD, trade agreement) |
| Medium |
Service layer integration for new SDK features (cancel preview, BEPS streaming, production streaming) |
| Medium |
TypeScript/Go client regeneration from updated OpenAPI spec |
| Low |
HashiCorp Vault credential provider, CI smoke tests, contribution guide |
See docs/BACKLOG.md for the full backlog.