Changelog

All notable changes to this project are documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

Unreleased

0.1.0 — Initial beta release

Initial public beta. The SDK implements the Longbridge OpenAPI binary protocol over WebSocket for the quote and trade endpoints, plus 8 HTTP-backed context modules for alerts, asset, calendar, content, DCA, fundamental, market, portfolio, screener, sharelist, and quote-HTTP endpoints.

The SDK is feature-complete against the upstream protocol for the pinned longbridge/openapi-protobufs@gen/go/v0.7.0 protobuf definitions.

Added

• Longbridge.QuoteContext realtime push-data cache — realtime_quote/2, realtime_depth/2, realtime_brokers/2, realtime_trades/3, and reset_realtime_cache/1. Mirrors the in-memory store pattern from the upstream Rust/Go SDKs, backed by an ETS table owned by the context.
• Longbridge.QuoteContext.RealtimeStore — internal GenServer that owns the :longbridge_quote_realtime ETS table.
• Longbridge.QuoteHTTPContext.filings/2 — regulatory filings for a symbol (e.g. SEC 10-K, 10-Q). Mirrors Filings from upstream.
• Longbridge.QuoteHTTPContext.symbol_to_counter_ids/2 — HTTP-only batch symbol → counter_id lookup. For local-first resolution with embedded directory + cache, use Longbridge.Symbol.resolve_counter_ids/2.
• Longbridge.OAuth.InMemoryTokenStorage — in-memory implementation of the Longbridge.OAuth.TokenStorage behaviour for tests and ephemeral CLI sessions. Mirrors the v4.2.0 in-memory storage patterns from upstream.
• Longbridge.TradeContext HTTP 401 auto-refresh + retry — all HTTP calls (order_detail, today_orders, submit_order, etc.) automatically retry once on a 401 Unauthorized response after refreshing the access token via Config.refresh_access_token/2.
• Longbridge.OAuth.load_token/2 :refresh_skew option — refresh tokens proactively when within :refresh_skew seconds of expiry. Default 0 (only refresh after expiry).
• Longbridge.OAuth.load_token/2 error wrapping — refresh failures are now wrapped as {:error, {:refresh_failed, reason}} (network/parse errors) or {:error, {:refresh_token_revoked, error, data}} (server rejected, user must re-authorize). Previously these were indistinguishable from "no token file" errors.

Changed

• Longbridge.QuoteHTTPContext.option_volume paths renamed — GET /v1/quote/option-volume → /v1/quote/option-volume-stats and /v1/quote/option-volume-daily → /v1/quote/option-volume-stats/daily. Params renamed start_date/end_date → start/end. Response shapes updated. Mirrors upstream renaming.
• Longbridge.TradeContext.estimate_max_purchase_quantity/2 endpoint corrected — POST /v1/trade/estimate → GET /v1/trade/estimate/buy_limit with query params (matches upstream).
• Longbridge.TradeContext.replace_order and cancel_order HTTP methods corrected — both were using POST /v1/trade/order/{replace,cancel} which don't exist. Now use PUT /v1/trade/order and DELETE /v1/trade/order?order_id=... matching upstream.

Endpoints

• QuoteContext (28 methods) — static_info, quote, option_quote, warrant_quote, depth, brokers, participant_broker_ids, trades, intraday, candlesticks, history_candlesticks_by_offset, history_candlesticks_by_date, option_chain_date, option_chain_strike_info, warrant_issuer_info, warrant_list, calc_index, capital_flow_intraday, capital_flow_distribution, market_trade_period, market_trade_day, subscription, subscribe, unsubscribe, user_quote_profile, typed push callbacks (set_on_quote/depth/brokers/trades)
• TradeContext (16 methods) — submit_order, replace_order, cancel_order, history_orders, today_orders, history_executions, today_executions, order_detail, account_balance, cash_flow, fund_positions, stock_positions, margin_ratio, estimate_max_purchase_quantity, subscribe/unsubscribe (push)
• QuoteHTTPContext (15 methods) — short_positions, option_volume, option_volume_daily, security_list, watchlist_groups CRUD + update_pinned, market_temperature, history_market_temperature, short_trades
• Other HTTP contexts — AlertContext, AssetContext, CalendarContext, ContentContext, DCAContext, FundamentalContext, MarketContext, PortfolioContext, ScreenerContext, SharelistContext

Transport

• WebSocket transport via Mint + Finch (binary protocol with custom 11/10/5-byte header layouts, gzip-compressed response bodies)
• HTTP transport via Finch for REST endpoints (HMAC-SHA256 signed)
• Pluggable OAuth token storage (Longbridge.OAuth.TokenStorage behaviour) with default Longbridge.OAuth.FileTokenStorage

Test coverage

• 642 tests pass, 0 credo, 0 dialyzer, 0 ex_dna, 0 reach.
• Total coverage: 90.8% (above 89% threshold).
• Longbridge.TradeContext: 95.9%.
• Longbridge.QuoteContext.RealtimeStore: 100%.