Reorganize CLI help text and command grouping for data/execution clarity (#85)
* feat: clarify CLI/docs scope as generic MT5 data and execution infrastructure - Update app help text and module docstring to describe mt5cli as MT5 data and execution utilities rather than export-only tooling - Group CLI commands under rich_help_panel sections: Data / Export, Execution, and Collection; command names are unchanged for compatibility - Expand order-send docstring to explicitly flag it as the expert raw-request live-trading path; preserve --yes gate - Split docs/index.md Trading section into "Trading State" (read-only) and "Execution (live / mutating)" with close-positions now documented - Add TestHelpText tests verifying top-level panel grouping, order-send expert/live language, and close-positions safety gate coverage Closes #78 Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018yH6esaqc5D1cmo1dK2Ur9 * chore: trim trailing whitespace in docs/index.md table Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018yH6esaqc5D1cmo1dK2Ur9 * chore: bump version to 1.0.1 Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018yH6esaqc5D1cmo1dK2Ur9 * chore: update uv.lock for version 1.0.1 Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018yH6esaqc5D1cmo1dK2Ur9 * fix: address review feedback on CLI/docs scope PR - Remove dead help invocation in test_order_send_help_mentions_expert_and_raw (the result was immediately overwritten by result2) - Strengthen assertion from `or` to `and`; both "raw" and "expert" are present in the docstring so disjunction masked a potential regression - Split into two `assert` statements to satisfy PT018 (ruff) - Fix docs/index.md inaccuracy: order-check has no --yes gate; clarify that only order-send and close-positions require confirmation for live execution - Move order-check from "Execution" rich_help_panel to "Data / Export" so the Execution panel name is truthful (order-check is read-only) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018yH6esaqc5D1cmo1dK2Ur9 * docs: move order-check out of Execution section into Trading State order-check is read-only and now lives in the CLI's Data / Export panel, so documenting it under "Execution (live / mutating)" was inconsistent. Moved it to the Trading State table. The Execution section now only lists order-send and close-positions, both of which require --yes. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_018yH6esaqc5D1cmo1dK2Ur9 --------- Co-authored-by: Claude <noreply@anthropic.com>
This commit is contained in:
Daichi Narushima
+25
-13
@@ -147,20 +147,32 @@ mt5cli --login 12345 --password mypass --server MyBroker-Demo \
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| `minimum-margins` | Export minimum-volume margin summary |
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| `market-book` | Export market depth (order book) |
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### Trading
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### Trading State
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| Command | Description |
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| ---------------------- | ----------------------------------------------------------- |
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| `orders` | Export active orders |
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| `positions` | Export open positions |
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| `history-orders` | Export historical orders |
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| `history-deals` | Export historical deals |
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| `recent-history-deals` | Export historical deals from a trailing window |
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| `mt5-summary` | Export terminal/account status summary |
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| `order-check` | Check funds sufficiency for a trade request |
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| `order-send` | Send a trade request to the trade server (`--yes` required) |
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| Command | Description |
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| ---------------------- | --------------------------------------------------------------------- |
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| `orders` | Export active orders |
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| `positions` | Export open positions |
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| `history-orders` | Export historical orders |
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| `history-deals` | Export historical deals |
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| `recent-history-deals` | Export historical deals from a trailing window |
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| `mt5-summary` | Export terminal/account status summary |
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| `order-check` | Check funds sufficiency for a trade request (read-only, no `--yes`) |
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Use `order-check` to validate a request payload before running `order-send --yes`.
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### Execution (live / mutating)
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These commands send requests to the live trade server and can place or close
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real trades. Both require `--yes` for live execution.
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| Command | Description |
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| ----------------- | ---------------------------------------------------------------------------------------------------- |
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| `order-send` | Send a **raw** trade request directly to MT5 (`--yes` required; expert path — no extra validation) |
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| `close-positions` | Close open positions by `--symbol` or `--ticket` (`--yes` required for live; `--dry-run` to preview) |
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Use `order-check` (Trading State) to validate funds before running `order-send --yes`.
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`close-positions` is the safer high-level alternative that builds correct close
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requests automatically. `order-send` is the expert raw path — downstream
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applications should prefer dedicated closing helpers or their own risk controls.
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### Bulk Collection
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@@ -217,7 +229,7 @@ See the [History schema diagram](api/history.md#entity-relationship-diagram) for
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Browse the API documentation for detailed module information:
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- [CLI Module](api/cli.md) - CLI application with export commands
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- [CLI Module](api/cli.md) - CLI application with data export and execution commands
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- [SDK Module](api/sdk.md) - Programmatic read-only data collection API
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- [Utils Module](api/utils.md) - Constants, parameter types, parsers, and export utilities
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+41
-30
@@ -1,4 +1,4 @@
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"""Command-line interface for MetaTrader 5 data export."""
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"""Command-line interface for MetaTrader 5 data and execution utilities."""
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from __future__ import annotations
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@@ -55,7 +55,12 @@ class _ExportContext:
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app = typer.Typer(
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name="mt5cli",
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help="Export MetaTrader5 data to CSV, JSON, Parquet, or SQLite3.",
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help=(
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"MT5 data and execution utilities — read market data, inspect account"
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" state, and send trade requests. Data commands write to CSV, JSON,"
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" Parquet, or SQLite3. Execution commands (order-send, close-positions)"
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" require --yes for live mutations."
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),
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)
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_REQUEST_OPTION_HELP = (
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@@ -151,7 +156,7 @@ def _callback( # pyright: ignore[reportUnusedFunction]
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typer.Option("--log-level", help="Logging level."),
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] = LogLevel.WARNING,
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) -> None:
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"""Configure shared options for all export commands.
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"""Configure shared connection and output options.
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Raises:
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typer.BadParameter: If the output format cannot be determined.
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@@ -183,7 +188,7 @@ def _callback( # pyright: ignore[reportUnusedFunction]
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# ---------------------------------------------------------------------------
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def rates_from(
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ctx: typer.Context,
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symbol: Annotated[str, typer.Option(help="Symbol name.")],
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@@ -210,7 +215,7 @@ def rates_from(
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)
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def rates_from_pos(
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ctx: typer.Context,
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symbol: Annotated[str, typer.Option(help="Symbol name.")],
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@@ -236,7 +241,7 @@ def rates_from_pos(
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)
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def latest_rates(
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ctx: typer.Context,
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symbol: Annotated[str, typer.Option(help="Symbol name.")],
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@@ -265,7 +270,7 @@ def latest_rates(
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)
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def rates_range(
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ctx: typer.Context,
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symbol: Annotated[str, typer.Option(help="Symbol name.")],
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@@ -292,7 +297,7 @@ def rates_range(
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)
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def ticks_from(
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ctx: typer.Context,
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symbol: Annotated[str, typer.Option(help="Symbol name.")],
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@@ -316,7 +321,7 @@ def ticks_from(
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)
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def ticks_range(
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ctx: typer.Context,
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symbol: Annotated[str, typer.Option(help="Symbol name.")],
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@@ -340,7 +345,7 @@ def ticks_range(
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)
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def ticks_recent(
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ctx: typer.Context,
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symbol: Annotated[str, typer.Option(help="Symbol name.")],
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@@ -377,19 +382,19 @@ def ticks_recent(
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)
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def account_info(ctx: typer.Context) -> None:
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"""Export account information."""
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_export_command(ctx, lambda client: client.account_info())
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def terminal_info(ctx: typer.Context) -> None:
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"""Export terminal information."""
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_export_command(ctx, lambda client: client.terminal_info())
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def symbols(
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ctx: typer.Context,
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group: Annotated[
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@@ -401,7 +406,7 @@ def symbols(
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_export_command(ctx, lambda client: client.symbols(group=group))
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def symbol_info(
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ctx: typer.Context,
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symbol: Annotated[str, typer.Option(help="Symbol name.")],
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@@ -410,7 +415,7 @@ def symbol_info(
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_export_command(ctx, lambda client: client.symbol_info(symbol))
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def minimum_margins(
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ctx: typer.Context,
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symbol: Annotated[str, typer.Option(help="Symbol name.")],
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@@ -419,7 +424,7 @@ def minimum_margins(
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_export_command(ctx, lambda client: client.minimum_margins(symbol))
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def orders(
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ctx: typer.Context,
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symbol: Annotated[str | None, typer.Option(help="Symbol filter.")] = None,
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@@ -433,7 +438,7 @@ def orders(
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)
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def positions(
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ctx: typer.Context,
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symbol: Annotated[str | None, typer.Option(help="Symbol filter.")] = None,
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@@ -447,7 +452,7 @@ def positions(
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)
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def history_orders(
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ctx: typer.Context,
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date_from: Annotated[
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@@ -477,7 +482,7 @@ def history_orders(
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)
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def history_deals(
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ctx: typer.Context,
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date_from: Annotated[
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@@ -507,7 +512,7 @@ def history_deals(
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)
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def recent_history_deals(
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ctx: typer.Context,
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hours: Annotated[float, typer.Option(help="Lookback window in hours.")],
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@@ -530,25 +535,25 @@ def recent_history_deals(
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)
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def mt5_summary(ctx: typer.Context) -> None:
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"""Export a compact terminal/account status summary."""
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_export_command(ctx, lambda client: client.mt5_summary_as_df())
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def version(ctx: typer.Context) -> None:
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"""Export MetaTrader5 version information."""
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_export_command(ctx, lambda client: client.version())
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def last_error(ctx: typer.Context) -> None:
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"""Export the last error information."""
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_export_command(ctx, lambda client: client.last_error())
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def symbol_info_tick(
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ctx: typer.Context,
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symbol: Annotated[str, typer.Option(help="Symbol name.")],
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@@ -557,7 +562,7 @@ def symbol_info_tick(
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_export_command(ctx, lambda client: client.symbol_info_tick(symbol))
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def market_book(
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ctx: typer.Context,
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symbol: Annotated[str, typer.Option(help="Symbol name.")],
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@@ -566,7 +571,7 @@ def market_book(
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_export_command(ctx, lambda client: client.market_book(symbol))
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@app.command()
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@app.command(rich_help_panel="Data / Export")
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def order_check(
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ctx: typer.Context,
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request: Annotated[
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@@ -578,7 +583,7 @@ def order_check(
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_export_command(ctx, lambda client: client.order_check(request))
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@app.command()
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@app.command(rich_help_panel="Execution")
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def order_send(
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ctx: typer.Context,
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request: Annotated[
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@@ -590,7 +595,13 @@ def order_send(
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typer.Option("--yes", help="Confirm the live trade request."),
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] = False,
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) -> None:
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"""Send a trading operation request to the trade server.
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"""Send a raw trade request to the trade server (expert path, live execution).
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Passes the request JSON directly to MT5 ``order_send``. This is the
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low-level expert path — it places real trades on the connected account
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with no additional validation beyond what MT5 itself performs. Use
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``order-check`` first to validate funds sufficiency. Prefer
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``close-positions`` for closing open positions. ``--yes`` is required.
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Raises:
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typer.BadParameter: If --yes is not provided.
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@@ -628,7 +639,7 @@ def _execution_results_to_df(results: list[OrderExecutionResult]) -> pd.DataFram
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return pd.DataFrame(rows)
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@app.command()
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@app.command(rich_help_panel="Execution")
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def close_positions(
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ctx: typer.Context,
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symbol: Annotated[
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@@ -691,7 +702,7 @@ def close_positions(
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_execute_export(ctx, lambda: df)
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@app.command()
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@app.command(rich_help_panel="Collection")
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def collect_history(
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ctx: typer.Context,
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symbol: Annotated[
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+1
-1
@@ -1,6 +1,6 @@
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[project]
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name = "mt5cli"
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version = "1.0.0"
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version = "1.0.1"
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description = "Generic MT5 data and execution infrastructure for Python applications"
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authors = [{name = "dceoy", email = "dceoy@users.noreply.github.com"}]
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maintainers = [{name = "dceoy", email = "dceoy@users.noreply.github.com"}]
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@@ -740,6 +740,66 @@ class TestCommands:
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assert "must be a JSON object" in normalize_cli_output(result.output)
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# ---------------------------------------------------------------------------
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# Help text / scope tests
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# ---------------------------------------------------------------------------
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class TestHelpText:
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"""Tests verifying CLI help text matches the documented scope."""
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def test_top_level_help_mentions_execution(self) -> None:
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"""Top-level help must describe execution utilities, not export only."""
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result = runner.invoke(app, ["--help"])
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assert result.exit_code == 0
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output = normalize_cli_output(result.output)
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assert "execution" in output.lower()
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def test_top_level_help_has_execution_panel(self) -> None:
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"""Top-level help must show an Execution command group."""
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result = runner.invoke(app, ["--help"])
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assert result.exit_code == 0
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assert "Execution" in result.output
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def test_top_level_help_has_data_export_panel(self) -> None:
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"""Top-level help must show a Data / Export command group."""
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result = runner.invoke(app, ["--help"])
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assert result.exit_code == 0
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assert "Data / Export" in result.output
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def test_order_send_help_mentions_expert_and_raw(self) -> None:
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"""order-send help must communicate it is the expert raw-request path."""
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result2 = runner.invoke(
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app,
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["-o", "out.csv", "order-send", "--help"],
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)
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assert result2.exit_code == 0
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output = normalize_cli_output(result2.output)
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assert "raw" in output.lower()
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assert "expert" in output.lower()
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def test_order_send_help_mentions_live_execution(self) -> None:
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"""order-send help must warn about live execution."""
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result = runner.invoke(
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app,
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["-o", "out.csv", "order-send", "--help"],
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)
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assert result.exit_code == 0
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output = normalize_cli_output(result.output)
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assert "live" in output.lower()
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def test_close_positions_help_mentions_dry_run_and_yes(self) -> None:
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"""close-positions help must document both safety gates."""
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result = runner.invoke(
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app,
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["-o", "out.csv", "close-positions", "--help"],
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)
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assert result.exit_code == 0
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output = normalize_cli_output(result.output)
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assert "--dry-run" in output
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assert "--yes" in output
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# ---------------------------------------------------------------------------
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# close-positions command
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# ---------------------------------------------------------------------------
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Reference in New Issue
Block a user