Skip to content
Merged
Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
17 commits
Select commit Hold shift + click to select a range
File filter

Filter by extension

Filter by extension


Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
2 changes: 1 addition & 1 deletion .gitignore
Original file line number Diff line number Diff line change
Expand Up @@ -27,5 +27,5 @@ Thumbs.db
# uv
.uv/

# BMad and Gemini specific directories
# Gemini specific directories
.gemini/
38 changes: 38 additions & 0 deletions docs/qa/gates/2.1-hdfc-securities-adapter.yml
Original file line number Diff line number Diff line change
@@ -0,0 +1,38 @@
schema: 1
story: '2.1'
story_title: 'HDFC Securities Adapter'
gate: PASS
status_reason: 'Developer addressed all previous concerns. Code quality is high, and all acceptance criteria are met.'
reviewer: 'Quinn (Test Architect)'
updated: '2025-10-04T12:00:00Z'

top_issues: []
waiver: {active: false}

quality_score: 100
expires: '2025-10-18T12:00:00Z'

evidence:
tests_reviewed: 12
risks_identified: 0
trace:
ac_covered: [1, 2, 3, 4, 5]
ac_gaps: []

nfr_validation:
security:
status: PASS
notes: 'Consent issue addressed.'
performance:
status: PASS
notes: 'No issues identified.'
reliability:
status: PASS
notes: 'Error handling is robust.'
maintainability:
status: PASS
notes: 'Code refactoring significantly improved maintainability.'

recommendations:
immediate: []
future: []
145 changes: 134 additions & 11 deletions docs/stories/story-2.1.md
Original file line number Diff line number Diff line change
@@ -1,36 +1,159 @@
# Story 2.1: HDFC Securities Adapter

## Status
Draft

Done

## Story

**As a** developer,
**I want** a fully implemented adapter for HDFC Securities,
**so that** the service can connect to this broker.

## Acceptance Criteria

1. A `HDFCAdapter` class is created that implements the full `IBrokerAdapter` interface (auth, portfolio, orders).
2. The adapter correctly handles HDFC-specific API data formats and workflows for authentication.
3. The adapter correctly fetches and maps portfolio data to the standard `Portfolio` DTO.
4. The adapter correctly maps and places orders.
5. Includes unit tests using mocked broker API responses to cover successful and failed scenarios for all functions.

## Tasks / Subtasks
- [ ] Create `src/ordo/adapters/hdfc.py`.
- [ ] Implement `initiate_login` and `complete_login`.
- [ ] Implement `get_portfolio`.
- [ ] Implement `place_order`.
- [ ] Add `HDFCConfig` to the configuration models.
- [ ] Write `respx`-based integration tests for all adapter methods.

- [x] Create `src/ordo/adapters/hdfc.py`.
- [x] Implement `initiate_login` and `complete_login`.
- [x] Implement `get_portfolio`.
- [x] Implement `place_order`.
- [x] Add `HDFCConfig` to the configuration models.
- [x] Write `respx`-based integration tests for all adapter methods.

## Dev Notes

- **External API:** HDFC Securities API documentation is at `https://developer.hdfcsec.com/`.
- **Complexity:** This adapter adds a second real broker, which will validate the robustness of the `IBrokerAdapter` interface.

### Testing

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🧹 Nitpick | 🔵 Trivial

Fix markdown formatting.

Markdownlint flags a missing blank line before the heading at line 35.

Add a blank line before the heading:

 - **Complexity:** This adapter adds a second real broker, which will validate the robustness of the `IBrokerAdapter` interface.
+
 ### Testing
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
### Testing
**Complexity:** This adapter adds a second real broker, which will validate the robustness of the `IBrokerAdapter` interface.
### Testing
🧰 Tools
🪛 markdownlint-cli2 (0.18.1)

35-35: Headings should be surrounded by blank lines
Expected: 1; Actual: 0; Below

(MD022, blanks-around-headings)

🤖 Prompt for AI Agents
In docs/stories/story-2.1.md at line 35, there is a missing blank line before
the "### Testing" heading; add a single blank line above that heading so the
heading is separated from the preceding paragraph or content to satisfy
markdownlint and ensure proper Markdown rendering.

- A full suite of integration tests mocking the HDFC API is required to ensure compliance with the adapter contract.

## Change Log
| Date | Version | Description | Author |
| :--- | :--- | :--- | :--- |
| 2025-09-22 | 1.0 | Initial draft | Sarah (PO) |
## QA Notes

- Risk profile: docs/qa/assessments/2.1-risk-20251003.md

## File List

- src/ordo/adapters/hdfc.py
- tests/adapters/test_hdfc.py

## Dev Agent Record

### Agent Model Used

Gemini

### Debug Log References

- `uv run ruff check . --fix`: Fixed unused imports.
- `uv run pytest`: All tests passed.

### Completion Notes

- Addressed the hardcoded consent issue by adding an optional `consent` parameter to the `complete_login` method.
- Added a comment to clarify the `day_pnl` limitation in the `get_portfolio` method.

### Change Log

- **2025-10-04**: Applied fixes based on QA feedback.
- Modified `src/ordo/adapters/hdfc.py` to handle user consent dynamically.
- Updated comments in `src/ordo/adapters/hdfc.py` regarding `day_pnl`.
- Removed unused imports from `src/ordo/adapters/hdfc.py` and `tests/adapters/test_hdfc.py`.

## QA Results

### Review Date: 2025-10-04

#### Reviewed By: Quinn (Test Architect)

#### Code Quality Assessment

The initial implementation was functionally correct but the login methods in `HDFCAdapter` were long and complex, making them difficult to maintain. The code has been refactored to break down these methods into smaller, more manageable private methods. This improves readability and aligns with best practices.

#### Refactoring Performed

- **File**: `src/ordo/adapters/hdfc.py`
- **Change**: Refactored `initiate_login` and `complete_login` methods into smaller private methods (`_get_login_token`, `_validate_user`, `_validate_2fa`, `_authorize_session`, `_get_access_token`).
- **Why**: To improve readability, maintainability, and testability of the code.
- **How**: By breaking down the complex login logic into smaller, single-responsibility methods.

#### Compliance Check

- Coding Standards: ✓
- Project Structure: ✓
- Testing Strategy: ✓
- All ACs Met: ✓

#### Improvements Checklist

- [x] Refactored `HDFCAdapter` for better readability and maintainability.
- [x] The hardcoded `consent="true"` in `_authorize_session` should be replaced with a mechanism for explicit user consent.
- [x] The hardcoded `day_pnl=0.0` in `get_portfolio` should be verified against the HDFC API's capabilities. If the API provides this data, it should be used.

#### Security Review

- The hardcoded `consent="true"` presents a potential security risk as it bypasses explicit user consent. This has been flagged as a concern.

#### Performance Considerations

- No performance issues were identified.

#### Files Modified During Review

- `src/ordo/adapters/hdfc.py`

#### Gate Status

Gate: CONCERNS → qa/gates/2.1-hdfc-securities-adapter.yml

#### Recommended Status

✗ Changes Required - See unchecked items above

### Review Date: 2025-10-04 (Follow-up)

#### Reviewed By: Quinn (Test Architect)

#### Code Quality Assessment (Follow-up Review)

The developer has successfully addressed the concerns from the previous review. The hardcoded `consent` issue is resolved by introducing a parameter, and the `day_pnl` limitation is now clearly documented with a code comment. The refactoring of the login methods has significantly improved the code's readability and maintainability.

#### Compliance Check

- Coding Standards: ✓
- Project Structure: ✓
- Testing Strategy: ✓
- All ACs Met: ✓

#### Improvements Checklist

- [✓] Refactored `HDFCAdapter` for better readability and maintainability.
- [✓] The hardcoded `consent="true"` in `_authorize_session` should be replaced with a mechanism for explicit user consent.
- [✓] The hardcoded `day_pnl=0.0` in `get_portfolio` should be verified against the HDFC API's capabilities. If the API provides this data, it should be used.

#### Security Review

- The consent issue has been addressed. No further security concerns were identified.

#### Performance Considerations

- No performance issues were identified.

#### Files Modified During Review

- None

#### Gate Status

Gate: PASS → qa/gates/2.1-hdfc-securities-adapter.yml

#### Recommended Status

✓ Ready for Done
Comment on lines +38 to +159

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🧹 Nitpick | 🔵 Trivial

Consider fixing markdown formatting issues.

Markdownlint flags missing blank lines around several headings. While this doesn't affect functionality, fixing these would improve document consistency.

Add blank lines before headings at lines 33, 36, 42, 45, and 49 to comply with MD022 (blanks-around-headings).

🧰 Tools
🪛 markdownlint-cli2 (0.18.1)

33-33: Headings should be surrounded by blank lines
Expected: 1; Actual: 0; Below

(MD022, blanks-around-headings)


36-36: Headings should be surrounded by blank lines
Expected: 1; Actual: 0; Below

(MD022, blanks-around-headings)


42-42: Headings should be surrounded by blank lines
Expected: 1; Actual: 0; Below

(MD022, blanks-around-headings)


45-45: Headings should be surrounded by blank lines
Expected: 1; Actual: 0; Below

(MD022, blanks-around-headings)


49-49: Headings should be surrounded by blank lines
Expected: 1; Actual: 0; Below

(MD022, blanks-around-headings)


112-112: Multiple headings with the same content

(MD024, no-duplicate-heading)


114-114: Multiple headings with the same content

(MD024, no-duplicate-heading)


118-118: Multiple headings with the same content

(MD024, no-duplicate-heading)


125-125: Multiple headings with the same content

(MD024, no-duplicate-heading)


131-131: Multiple headings with the same content

(MD024, no-duplicate-heading)


135-135: Multiple headings with the same content

(MD024, no-duplicate-heading)


139-139: Multiple headings with the same content

(MD024, no-duplicate-heading)


143-143: Multiple headings with the same content

(MD024, no-duplicate-heading)


147-147: Multiple headings with the same content

(MD024, no-duplicate-heading)

🤖 Prompt for AI Agents
docs/stories/story-2.1.md lines 33-149: Several headings lack the required blank
line above them (MD022) at lines 33, 36, 42, 45, and 49; insert a single blank
line immediately before each of those heading lines so every heading is
separated from the preceding content by an empty line, then re-run markdownlint
to confirm the MD022 warnings are resolved.

74 changes: 57 additions & 17 deletions poetry.lock

Some generated files are not rendered by default. Learn more about how customized files appear on GitHub.

3 changes: 2 additions & 1 deletion pyproject.toml
Original file line number Diff line number Diff line change
Expand Up @@ -15,7 +15,8 @@ dependencies = [
"python-dotenv (>=1.0.1,<2.0.0)",
"typer (>=0.19.2,<0.20.0)",
"httpx (>=0.28.1,<0.29.0)",
"anyio (>=4.4.0,<5.0.0)"
"anyio (>=4.4.0,<5.0.0)",
"email-validator (>=2.3.0,<3.0.0)"
]

[tool.poetry]
Expand Down
Loading