ig_client/

lib.rs

//! # IG Markets API Client for Rust
//!
//! A comprehensive Rust client for interacting with the IG Markets trading API. This library provides a type-safe and ergonomic way to access IG Markets' REST and WebSocket APIs for trading and market data retrieval.
//!
//! ## Overview
//!
//! The IG Markets API Client for Rust is designed to provide a reliable and efficient interface to the IG Markets trading platform. It handles authentication, session management, and all API interactions while providing a clean, idiomatic Rust interface for developers.
//!
//! ## Features
//!
//! - **Authentication**: Secure authentication with the IG Markets API including session refresh and account switching
//! - **Account Management**: Access account information, balances, and activity history
//! - **Market Data**: Retrieve market data, prices, instrument details, and historical prices
//! - **Order Management**: Create, modify, and close positions and orders with various order types
//! - **Working Orders**: Create and manage working orders with support for limit and stop orders
//! - **Transaction History**: Access detailed transaction and activity history
//! - **WebSocket Support**: Real-time market data streaming via WebSocket connections
//! - **Rate Limiting**: Built-in rate limiting to comply with API usage restrictions
//! - **Fully Documented**: Comprehensive documentation for all components and methods
//! - **Error Handling**: Robust error handling and reporting with detailed error types
//! - **Type Safety**: Strong type checking for API requests and responses
//! - **Async Support**: Built with async/await for efficient non-blocking operations
//! - **Configurable**: Flexible configuration options for different environments (demo/live)
//! - **Persistence**: Optional database integration for storing historical data
//! - **Database Support**: Integration with SQLx for storing and retrieving transaction data
//! - **Serialization Utilities**: Custom serialization helpers for handling IG Markets API responses
//!
//! ## Installation
//!
//! Add this to your `Cargo.toml`:
//!
//! ```toml
//! [dependencies]
//! ig-client = "0.1.5"
//! tokio = { version = "1", features = ["full"] }  # For async runtime
//! dotenv = "0.15"                                 # For environment variable loading
//! tracing = "0.1"                                # For logging
//! sqlx = { version = "0.8", features = ["runtime-tokio", "postgres"] }  # Optional for database support
//! ```
//!
//! ### Requirements
//!
//! - Rust 1.56 or later (for async/await support)
//! - An IG Markets account (demo or live)
//! - API credentials from IG Markets
//! - PostgreSQL database (optional, for data persistence)
//!
//! ## Configuration
//!
//! Create a `.env` file in your project root with the following variables:
//!
//! ```text
//! IG_USERNAME=your_username
//! IG_PASSWORD=your_password
//! IG_API_KEY=your_api_key
//! IG_ACCOUNT_ID=your_account_id
//! IG_BASE_URL=https://demo-api.ig.com/gateway/deal  # Use demo or live as needed
//! IG_TIMEOUT=30  # HTTP request timeout in seconds
//! IG_WS_URL=wss://demo-apd.marketdatasystems.com  # WebSocket URL
//! IG_WS_RECONNECT=5  # WebSocket reconnect interval in seconds
//! DATABASE_URL=postgres://user:password@localhost/ig_db  # Optional for data persistence
//! IG_DB_MAX_CONN=5  # Maximum database connections
//! TX_LOOP_INTERVAL_HOURS=1  # Transaction loop interval in hours
//! TX_PAGE_SIZE=20  # Transaction page size
//! TX_DAYS_BACK=7  # Number of days to look back for transactions
//! ```
//!
//! ## Usage Examples
//!
//! ### Complete Example Application
//!
//! Here's a complete example showing how to set up the client, authenticate, and perform various operations:
//!
//! ```rust,ignore
//! use ig_client::application::services::account_service::{AccountService, IgAccountService};
//! use ig_client::application::services::market_service::{IgMarketService, MarketService};
//! use ig_client::application::services::order_service::{IgOrderService, OrderService};
//! use ig_client::application::models::order::{CreateOrderRequest, Direction};
//! use ig_client::config::Config;
//! use ig_client::session::auth::{IgAuth, IgAuthenticator};
//! use std::sync::Arc;
//! use dotenv::dotenv;
//! use tracing::{info, error, Level};
//! use tracing_subscriber::FmtSubscriber;
//!
//! #[tokio::main]
//! async fn main() -> Result<(), Box<dyn std::error::Error>> {
//!     // Initialize logging
//!     let subscriber = FmtSubscriber::builder()
//!         .with_max_level(Level::INFO)
//!         .finish();
//!     tracing::subscriber::set_global_default(subscriber)?;
//!     
//!     // Load environment variables
//!     dotenv().ok();
//!     info!("Environment variables loaded");
//!     
//!     // Create configuration
//!     let config = Arc::new(Config::new());
//!     info!("Configuration created");
//!     
//!     // Authenticate
//!     let auth = IgAuth::new(&config);
//!     let session = auth.login().await?;
//!     info!("Authentication successful");
//!     
//!     // Create services
//!     let account_service = IgAccountService::new(config.clone());
//!     let market_service = IgMarketService::new(config.clone());
//!     // Get account information
//!     let account_info = account_service.get_accounts(&session).await?;
//!     info!("Account information retrieved: {} accounts", account_info.accounts.len());
//!     
//!     // Switch to a different account if needed
//!     if account_info.accounts.len() > 1 {
//!         let target_account = &account_info.accounts[1];
//!         let updated_session = auth.switch_account(&session, &target_account.account_id, Some(true)).await?;
//!         info!("Switched to account: {}", updated_session.account_id);
//!     }
//!     
//!     // Search for a market
//!     let search_term = "US 500";
//!     let search_results = market_service.search_markets(&session, search_term).await?;
//!     info!("Found {} markets matching '{}'", search_results.markets.len(), search_term);
//!     
//!     // Get market details for the first result
//!     if let Some(market) = search_results.markets.first() {
//!         let epic = &market.epic;
//!         let market_details = market_service.get_market_details(&session, epic).await?;
//!         info!("Market details for {}: {}", epic, market_details.instrument.name);
//!         
//!         // Get historical prices
//!         let prices = market_service.get_prices_by_date(
//!             &session,
//!             epic,
//!             "MINUTE",
//!             "1",
//!             "2023-01-01T00:00:00",
//!             "2023-01-02T00:00:00"
//!         ).await?;
//!         info!("Retrieved {} price points", prices.prices.len());
//!         
//!         // Check if the market is tradable
//!         if market_details.snapshot.market_status == "TRADEABLE" {
//!             // Create a market order
//!             let order_request = CreateOrderRequest::market(
//!                 epic.clone(),
//!                 Direction::Buy,
//!                 1.0, // Size
//!             );
//!             
//!             let order_result = order_service.create_order(&session, &order_request).await?;
//!             info!("Order placed: deal reference = {}", order_result.deal_reference);
//!             
//!             // Get positions
//!             let positions = account_service.get_positions(&session).await?;
//!             info!("Current positions: {}", positions.positions.len());
//!         }
//!     }
//!     
//!     info!("Example completed successfully");
//!     Ok(())
//! }
//! ```
//!
//! ### Authentication
//!
//! ```rust,ignore
//! use ig_client::session::auth::IgAuth;
//! use ig_client::config::Config;
//! use std::sync::Arc;
//!
//! #[tokio::main]
//! async fn main() -> Result<(), Box<dyn std::error::Error>> {
//!     // Load configuration from environment variables
//!     let config = Arc::new(Config::new());
//!     
//!     // Create authentication handler
//!     let auth = IgAuth::new(config.clone());
//!     
//!     // Authenticate and get a session
//!     let session = auth.authenticate().await?;
//!     
//!     info!("Successfully authenticated!");
//!     Ok(())
//! }
//! ```
//!
//! ### Getting Account Information
//!
//! ```rust,ignore
//! use ig_client::application::services::account_service::{AccountService, IgAccountService};
//! use std::sync::Arc;
//!
//! // Create account service
//! let account_service = IgAccountService::new(config.clone());
//!
//! // Get account information
//! let account_info = account_service.get_accounts(&session).await?;
//! info!("Accounts: {:?}", account_info);
//!
//! // Get positions
//! let positions = account_service.get_positions(&session).await?;
//! info!("Open positions: {}", positions.positions.len());
//!
//! // Get transaction history
//! let from_date = chrono::Utc::now() - chrono::Duration::days(7);
//! let to_date = chrono::Utc::now();
//! let transactions = account_service.get_transactions(&session, from_date, to_date).await?;
//! info!("Transactions in the last week: {}", transactions.transactions.len());
//! ```
//!
//! ### Market Data
//!
//! ```rust,ignore
//! use ig_client::application::services::market_service::{MarketService, IgMarketService};
//!
//! // Create market service
//! let market_service = IgMarketService::new(config.clone());
//!
//! // Search for markets
//! let search_result = market_service.search_markets(&session, "Apple").await?;
//! info!("Found {} markets matching 'Apple'", search_result.markets.len());
//!
//! // Get market details
//! if let Some(market) = search_result.markets.first() {
//!     let details = market_service.get_market_details(&session, &market.epic).await?;
//!     info!("Market details for {}: {}", market.instrument_name, details.instrument.name);
//!     
//!     // Get historical prices
//!     let prices = market_service.get_prices(
//!         &session,
//!         &market.epic,
//!         "DAY",   // Resolution
//!         30,      // Number of data points
//!     ).await?;
//!     info!("Retrieved {} historical price points", prices.prices.len());
//! }
//! ```
//!
//! ### Placing and Managing Orders
//!
//! ```rust,ignore
//! use ig_client::application::services::order_service::{OrderService, IgOrderService};
//! use ig_client::application::models::order::{CreateOrderRequest, Direction, OrderType, TimeInForce};
//!
//! // Create order service
//! let order_service = IgOrderService::new(config.clone());
//!
//! // Create a market order
//! let market_order = CreateOrderRequest::market(
//!     "OP.D.OTCDAX1.021100P.IP".to_string(),  // EPIC
//!     Direction::Buy,                     // Direction
//!     1.0,                               // Size
//!     None,                              // Limit level
//!     None,                              // Stop level
//! );
//!
//! // Place the order
//! let result = order_service.create_order(&session, &market_order).await?;
//! info!("Market order placed: {:?}", result);
//!
//! // Create a limit order
//! let limit_order = CreateOrderRequest {
//!     epic: "OP.D.OTCDAX1.021100P.IP".to_string(),
//!     direction: Direction::Buy,
//!     size: 1.0,
//!     order_type: OrderType::Limit,
//!     level: Some(1.05),  // Limit price
//!     guaranteed_stop: false,
//!     time_in_force: TimeInForce::GoodTillDate,
//!     good_till_date: Some("2025-06-01T12:00:00".to_string()),
//!     stop_level: None,
//!     stop_distance: None,
//!     limit_level: None,
//!     limit_distance: None,
//!     deal_reference: Some("my-custom-reference".to_string()),
//! };
//!
//! let result = order_service.create_order(&session, &limit_order).await?;
//! info!("Limit order placed: {:?}", result);
//!
//! // Close a position
//! let positions = account_service.get_positions(&session).await?;
//! if let Some(position) = positions.positions.first() {
//!     let close_request = order_service.close_position(
//!         &session,
//!         &position.position.deal_id,
//!         position.position.direction.clone(),
//!         position.position.size,
//!     ).await?;
//!     info!("Position closed: {:?}", close_request);
//! }
//! ```
//!
//! ### WebSocket Streaming
//!
//! ```rust,ignore
//! use ig_client::application::services::market_listener::{MarketListener, MarketListenerCallback};
//! use ig_client::application::models::market::MarketData;
//! use std::sync::Arc;
//! use tokio::sync::mpsc;
//!
//! // Create a channel to receive market updates
//! let (tx, mut rx) = mpsc::channel(100);
//!
//! // Create a callback function to handle market updates
//! let callback: MarketListenerCallback = Arc::new(move |market_data: &MarketData| {
//!     let data = market_data.clone();
//!     let tx = tx.clone();
//!     tokio::spawn(async move {
//!         let _ = tx.send(data).await;
//!     });
//!     Ok(())
//! });
//!
//! // Create and start the market listener
//! let listener = MarketListener::new(callback);
//! listener.connect(&session).await?;
//!
//! // Subscribe to market updates
//! let epics = vec!["OP.D.OTCDAX1.021100P.IP", "CS.D.USDJPY.CFD.IP"];
//! listener.subscribe(&epics).await?;
//!
//! // Process market updates
//! while let Some(market_data) = rx.recv().await {
//!     info!("Market update for {}: bid={}, offer={}",
//!              market_data.epic, market_data.bid.unwrap_or(0.0), market_data.offer.unwrap_or(0.0));
//! }
//! ```
//!
//! ## Documentation
//!
//! Comprehensive documentation is available for all components of the library. The documentation includes detailed explanations of all modules, structs, and functions, along with examples of how to use them.
//!
//! ### API Documentation
//!
//! You can access the API documentation on [docs.rs](https://docs.rs/ig-client) or generate it locally with:
//!
//! ```bash
//! make doc-open
//! ```
//!
//! ### Architecture
//!
//! The library is organized into several modules:
//!
//! - **config**: Configuration handling and environment variable loading
//! - **session**: Authentication and session management
//! - **application**: Core business logic and services
//!   - **models**: Data structures for API requests and responses
//!   - **services**: Service implementations for different API areas
//! - **transport**: HTTP and WebSocket communication with the IG Markets API
//! - **utils**: Utility functions for parsing, logging, etc.
//! - **error**: Error types and handling
//!
//! ## Development
//!
//! This project includes a comprehensive Makefile with commands for common development tasks.
//!
//! ### Building
//!
//! ```bash
//! make build        # Debug build
//! make release      # Release build
//! ```
//!
//! ### Testing
//!
//! ```bash
//! make test         # Run all tests
//! ```
//!
//! ### Code Quality
//!
//! ```bash
//! make fmt          # Format code with rustfmt
//! make lint         # Run clippy linter
//! make doc          # Check documentation coverage
//! make check        # Run tests, format check, and linting
//! make pre-push     # Run all checks before pushing code
//! ```
//!
//! ### Documentation
//!
//! ```bash
//! make doc-open     # Generate and open documentation
//! ```
//!
//! ### Code Coverage
//!
//! ```bash
//! make coverage     # Generate code coverage report (XML)
//! make coverage-html # Generate HTML coverage report
//! make open-coverage # Open HTML coverage report
//! ```
//!
//! ### Benchmarking
//!
//! ```bash
//! make bench        # Run benchmarks
//! make bench-show   # Show benchmark results
//! ```
//!
//! ### Continuous Integration
//!
//! ```bash
//! make workflow     # Run all CI workflow steps locally
//! ```
//!
//! ## Project Structure
//!
//! ```text
//! ├── src/
//! │   ├── application/       # Core business logic
//! │   │   ├── models/        # Data models
//! │   │   │   ├── account.rs # Account-related models
//! │   │   │   ├── market.rs  # Market data models
//! │   │   │   ├── order.rs   # Order models
//! │   │   │   ├── transaction.rs # Transaction models
//! │   │   │   └── working_order.rs # Working order models
//! │   │   └── services/      # Service implementations
//! │   │       ├── account_service.rs
//! │   │       ├── interfaces/ # Service interfaces
//! │   │       ├── listener.rs # Price listener service
//! │   │       ├── market_service.rs
//! │   │       └── order_service.rs
//! │   ├── config.rs          # Configuration handling
//! │   ├── constants.rs       # Global constants
//! │   ├── error.rs           # Error types
//! │   ├── presentation/      # Presentation layer
//! │   │   ├── account.rs     # Account presentation
//! │   │   ├── market.rs      # Market presentation
//! │   │   ├── serialization.rs # Serialization utilities
//! │   │   └── trade.rs       # Trade presentation
//! │   ├── session/           # Authentication and session
//! │   │   ├── auth.rs        # Authentication handler
//! │   │   └── interface.rs   # Session interface
//! │   ├── storage/           # Data persistence
//! │   │   ├── config.rs      # Database configuration
//! │   │   └── utils.rs       # Storage utilities
//! │   ├── transport/         # API communication
//! │   │   └── http_client.rs # HTTP client
//! │   └── utils/             # Utility functions
//! │       ├── display.rs     # Display utilities
//! │       ├── finance.rs     # Financial calculations
//! │       ├── logger.rs      # Logging utilities
//! │       ├── parsing.rs     # Parsing utilities
//! │       └── rate_limiter.rs # Rate limiting
//! ├── examples/              # Example applications
//! ├── tests/                 # Tests
//! │   ├── integration/       # Integration tests
//! │   └── unit/              # Unit tests
//! └── Makefile              # Development commands
//! ```
//!
//! ## Contributing
//!
//! Contributions are welcome! Here's how you can contribute:
//!
//! 1. Fork the repository
//! 2. Create a feature branch: `git checkout -b feature/my-feature`
//! 3. Make your changes and commit them: `git commit -m 'Add some feature'`
//! 4. Run the tests: `make test`
//! 5. Push to the branch: `git push origin feature/my-feature`
//! 6. Submit a pull request
//!
//! Please make sure your code passes all tests and linting checks before submitting a pull request.

/// Configuration for the IG Markets API client
pub mod config;

/// Core application logic and services
pub mod application;

/// User interface and presentation layer
pub mod presentation;

/// Authentication and session management
pub mod session;

/// Network transport and API communication
pub mod transport;

/// Module containing global constants used throughout the library
pub mod constants;

/// Error types and handling
pub mod error;

/// Data persistence and storage
pub mod storage;

/// Utility functions and helpers
pub mod utils;

/// Library version
pub const VERSION: &str = env!("CARGO_PKG_VERSION");

/// Returns the library version
pub fn version() -> &'static str {
    VERSION
}