[codex] Add generic MT5 SDK and SQLite rate loader (#19)

* Add generic MT5 SDK and SQLite rate loader

* Fix MT5 latest rates connection reuse

* Make MT5 summary export safe

* Address PR review feedback for SDK and SQLite rate loader.

Reuse parse_sqlite_timestamp for rate time parsing, document empty-table
errors, tighten tests, and align docs with require_existing=True.

Co-authored-by: Cursor <cursoragent@cursor.com>

---------

Co-authored-by: Cursor <cursoragent@cursor.com>

README.md

@@ -13,6 +13,7 @@ Built on top of [pdmt5](https://github.com/dceoy/pdmt5), a pandas-based data han
 - **Comprehensive data access**: Rates, ticks, account info, symbols, orders, positions, and trading history
 - **Flexible timeframes**: Named timeframes (M1, H1, D1, etc.) and numeric values
 - **Connection management**: Optional credentials, server, and timeout configuration
+- **SQLite rate loading**: Load mt5cli-managed rate tables/views for offline workflows
 
 ## Installation
 
@@ -50,28 +51,33 @@ python -m mt5cli -o account.csv account-info
 
 ## Commands
 
-| Command            | Description                                                                                                  |
+| Command                | Description                                                                                                  |
-| ------------------ | ------------------------------------------------------------------------------------------------------------ |
+| ---------------------- | ------------------------------------------------------------------------------------------------------------ |
-| `rates-from`       | Export rates from a start date                                                                               |
+| `rates-from`           | Export rates from a start date                                                                               |
-| `rates-from-pos`   | Export rates from a start position                                                                           |
+| `rates-from-pos`       | Export rates from a start position                                                                           |
-| `rates-range`      | Export rates for a date range                                                                                |
+| `latest-rates`         | Export latest rates from a start position                                                                    |
-| `ticks-from`       | Export ticks from a start date                                                                               |
+| `rates-range`          | Export rates for a date range                                                                                |
-| `ticks-range`      | Export ticks for a date range                                                                                |
+| `ticks-from`           | Export ticks from a start date                                                                               |
-| `account-info`     | Export account information                                                                                   |
+| `ticks-range`          | Export ticks for a date range                                                                                |
-| `terminal-info`    | Export terminal information                                                                                  |
+| `ticks-recent`         | Export ticks from a recent trailing window                                                                   |
-| `version`          | Export MetaTrader 5 version information                                                                      |
+| `account-info`         | Export account information                                                                                   |
-| `last-error`       | Export the last error information                                                                            |
+| `terminal-info`        | Export terminal information                                                                                  |
-| `symbols`          | Export symbol list                                                                                           |
+| `version`              | Export MetaTrader 5 version information                                                                      |
-| `symbol-info`      | Export symbol details                                                                                        |
+| `last-error`           | Export the last error information                                                                            |
-| `symbol-info-tick` | Export the last tick for a symbol                                                                            |
+| `symbols`              | Export symbol list                                                                                           |
-| `market-book`      | Export market depth (order book)                                                                             |
+| `symbol-info`          | Export symbol details                                                                                        |
-| `orders`           | Export active orders                                                                                         |
+| `symbol-info-tick`     | Export the last tick for a symbol                                                                            |
-| `positions`        | Export open positions                                                                                        |
+| `minimum-margins`      | Export minimum-volume buy and sell margin requirements                                                       |
-| `history-orders`   | Export historical orders                                                                                     |
+| `market-book`          | Export market depth (order book)                                                                             |
-| `history-deals`    | Export historical deals                                                                                      |
+| `orders`               | Export active orders                                                                                         |
-| `order-check`      | Check funds sufficiency for a trade request                                                                  |
+| `positions`            | Export open positions                                                                                        |
-| `order-send`       | Send a trade request to the trade server (`--yes` required)                                                  |
+| `history-orders`       | Export historical orders                                                                                     |
-| `collect-history`  | Bundle rates, ticks, history-orders, and history-deals for one or more symbols into a single SQLite database |
+| `history-deals`        | Export historical deals                                                                                      |
+| `recent-history-deals` | Export historical deals from a recent trailing window                                                        |
+| `mt5-summary`          | Export terminal/account status summary                                                                       |
+| `order-check`          | Check funds sufficiency for a trade request                                                                  |
+| `order-send`           | Send a trade request to the trade server (`--yes` required)                                                  |
+| `collect-history`      | Bundle rates, ticks, history-orders, and history-deals for one or more symbols into a single SQLite database |
 
 Use `order-check` to validate a request payload before running `order-send --yes`.
 
@@ -127,6 +133,10 @@ update_history_with_config(
 - **`update_history`**: incremental append based on existing SQLite `MAX(time)` per symbol (and timeframe for rates); account-level deals use a separate cursor when `include_account_events=True`.
 - **`rates` table**: normalized storage with `symbol` and `timeframe` columns.
 - **Rate compatibility views**: mt5cli manages all `rate_*` views. Naming is `rate_<symbol>__<timeframe>` when a symbol has one timeframe, otherwise `rate_<symbol>__<granularity>_<timeframe>` (for example `rate_EURUSD__M1_1`). Stale `rate_*` views are dropped and recreated when rates change for offline tools such as mteor optimize.
+- **Rate view resolution**: use `mt5cli.history.resolve_rate_view_name()` / `resolve_rate_view_names()` to map symbols and granularities to existing SQLite compatibility views without creating databases.
+- **Rate view loading**: use `load_rate_data()` / `load_rate_data_from_connection()` to load a SQLite rate table or view into a `DatetimeIndex` DataFrame.
+- **SQLite export helpers**: use `export_dataframe_to_sqlite()` for append mode, optional index export, and post-write deduplication by key columns.
+- **Recent ticks and margins**: `recent_ticks()` and `minimum_margins()` SDK helpers (and matching CLI commands) cover common downstream read-only queries.
 
 ## Requirements
 

docs/api/history.md

@@ -129,3 +129,57 @@ when required columns are missing.
 The `update_history` SDK path uses the same base tables and optional
 `cash_events` / `positions_reconstructed` views. It additionally maintains
 `rate_<symbol>__<timeframe>` compatibility views when `create_rate_views=True`.
+
+### Rate view resolution
+
+Downstream tools can resolve mt5cli-managed compatibility view names from an
+existing SQLite history database without creating files or guessing legacy
+naming schemes:
+
+```python
+from pathlib import Path
+
+from mt5cli.history import resolve_rate_view_name, resolve_rate_view_names
+
+# Single symbol and granularity
+view = resolve_rate_view_name(Path("history.db"), "EURUSD", "M1")
+
+# Batch resolution in row-major order
+views = resolve_rate_view_names(
+    Path("history.db"),
+    ["EURUSD", "GBPUSD"],
+    ["M1", "H1"],
+)
+```
+
+Resolution rules:
+
+- Returns `rate_<symbol>__<timeframe>` when a symbol stores one timeframe.
+- Returns `rate_<symbol>__<granularity>_<timeframe>` when multiple timeframes
+  are stored for the same symbol.
+- When multiple naming candidates apply, prefers an existing managed
+  `rate_*__*` view from the candidate list.
+- Falls back to single-timeframe naming when the database path is missing or
+  `rates` metadata is unavailable.
+- Pass `require_existing=True` to raise `ValueError` instead of returning a
+  best-guess name when the database or view is missing.
+- Accepts either a SQLite path or an open `sqlite3.Connection`.
+
+### Rate data loading
+
+Use `load_rate_data()` to load a table or view from a SQLite path, or
+`load_rate_data_from_connection()` when you already have a connection:
+
+```python
+from pathlib import Path
+
+from mt5cli import load_rate_data
+from mt5cli.history import resolve_rate_view_name
+
+view = resolve_rate_view_name(Path("history.db"), "EURUSD", "M1", require_existing=True)
+rates = load_rate_data(Path("history.db"), view, count=1000)
+```
+
+The loader accepts close-based OHLC rate data or tick-like bid/ask data. It
+validates that `time` exists, parses timestamps with pandas, and returns a
+DataFrame indexed by ascending `DatetimeIndex` named `time`.

docs/api/index.md

@@ -65,12 +65,18 @@ from datetime import UTC, datetime
 from pathlib import Path
 
 from mt5cli import (
+    Dataset,
+    IfExists,
     Mt5CliClient,
     collect_history,
     copy_rates_range,
     detect_format,
     export_dataframe,
+    export_dataframe_to_sqlite,
+    minimum_margins,
+    recent_ticks,
 )
+from mt5cli.history import resolve_rate_view_name
 
 # Fetch rates programmatically
 rates = copy_rates_range(
@@ -86,6 +92,20 @@ fmt = detect_format(Path("output.parquet"))  # Returns "parquet"
 # Export a DataFrame
 export_dataframe(rates, Path("output.csv"), "csv")
 
+# Append to SQLite with deduplication
+export_dataframe_to_sqlite(
+    rates,
+    Path("history.db"),
+    "rates",
+    if_exists=IfExists.APPEND,
+    deduplicate_on=("symbol", "timeframe", "time"),
+)
+
+# Resolve rate compatibility views and fetch recent ticks
+view = resolve_rate_view_name(Path("history.db"), "EURUSD", "M1")
+ticks = recent_ticks("EURUSD", seconds=300)
+margins = minimum_margins("EURUSD")
+
 # Collect history into SQLite
 collect_history(
     Path("history.db"),

docs/index.md

@@ -13,6 +13,7 @@ mt5cli is a CLI application that exports MetaTrader 5 trading data to multiple f
 - **Comprehensive data access**: Rates, ticks, account info, symbols, orders, positions, and trading history
 - **Flexible timeframes**: Named timeframes (M1, H1, D1, etc.) and numeric values
 - **Connection management**: Optional credentials, server, and timeout configuration
+- **SQLite rate loading**: Load mt5cli-managed rate tables/views for offline workflows
 
 ## Installation
 
@@ -22,13 +23,23 @@ pip install mt5cli
 
 ## Programmatic usage / SDK usage
 
-mt5cli can be used as a small Python SDK for read-only MetaTrader 5 data collection. SDK functions return pandas DataFrames without writing files. Use `export_dataframe` when you need to persist results.
+mt5cli can be used as a small Python SDK for read-only MetaTrader 5 data collection. SDK functions return pandas DataFrames without writing files. Use `export_dataframe` or `export_dataframe_to_sqlite` when you need to persist results.
 
 ```python
 from datetime import UTC, datetime
 from pathlib import Path
 
-from mt5cli import Mt5CliClient, collect_history, copy_rates_range, export_dataframe
+from mt5cli import (
+    Mt5CliClient,
+    collect_history,
+    copy_rates_range,
+    export_dataframe,
+    export_dataframe_to_sqlite,
+    load_rate_data,
+    minimum_margins,
+    recent_ticks,
+)
+from mt5cli.history import resolve_rate_view_name
 
 # One-off fetch with module-level helpers
 rates = copy_rates_range(
@@ -39,10 +50,21 @@ rates = copy_rates_range(
 )
 export_dataframe(rates, Path("rates.csv"), "csv")
 
+# Resolve SQLite rate compatibility views for downstream tools
+view = resolve_rate_view_name(Path("history.db"), "EURUSD", "M1", require_existing=True)
+offline_rates = load_rate_data(Path("history.db"), view, count=1000)
+
+# Recent tick window and minimum margin summary
+ticks = recent_ticks("EURUSD", seconds=300)
+margins = minimum_margins("EURUSD")
+
 # Reuse one MT5 connection for multiple calls
 with Mt5CliClient(login=12345, password="secret", server="Broker-Demo") as client:
     account = client.account_info()
     positions = client.positions()
+    latest = client.latest_rates("EURUSD", "M1", count=100)
+    summary = client.mt5_summary()
+    summary_table = client.mt5_summary_as_df()
 
 # Bulk SQLite collection (same behavior as the collect-history CLI command)
 collect_history(
@@ -58,6 +80,8 @@ collect_history(
 
 Timeframes, tick flags, and ISO 8601 date strings are accepted wherever noted in the SDK API.
 
+`Mt5CliClient.mt5_summary()` returns the SDK structured form as plain nested Python values. Use `Mt5CliClient.mt5_summary_as_df()` when you need a one-row DataFrame for export. The `mt5-summary` CLI command uses this tabular form, so nested terminal/account fields are JSON-encoded strings that are safe for CSV, JSON, Parquet, and SQLite output.
+
 ## Quick Start
 
 ```bash
@@ -88,14 +112,16 @@ mt5cli --login 12345 --password mypass --server MyBroker-Demo \
 | ---------------- | ---------------------------------- |
 | `rates-from`     | Export rates from a start date     |
 | `rates-from-pos` | Export rates from a start position |
+| `latest-rates`   | Export latest rates                |
 | `rates-range`    | Export rates for a date range      |
 
 ### Ticks
 
-| Command       | Description                    |
+| Command        | Description                         |
-| ------------- | ------------------------------ |
+| -------------- | ----------------------------------- |
-| `ticks-from`  | Export ticks from a start date |
+| `ticks-from`   | Export ticks from a start date      |
-| `ticks-range` | Export ticks for a date range  |
+| `ticks-range`  | Export ticks for a date range       |
+| `ticks-recent` | Export ticks from a trailing window |
 
 ### Information
 
@@ -108,18 +134,21 @@ mt5cli --login 12345 --password mypass --server MyBroker-Demo \
 | `symbols`          | Export symbol list                      |
 | `symbol-info`      | Export symbol details                   |
 | `symbol-info-tick` | Export the last tick for a symbol       |
+| `minimum-margins`  | Export minimum-volume margin summary    |
 | `market-book`      | Export market depth (order book)        |
 
 ### Trading
 
-| Command          | Description                                                 |
+| Command                | Description                                                 |
-| ---------------- | ----------------------------------------------------------- |
+| ---------------------- | ----------------------------------------------------------- |
-| `orders`         | Export active orders                                        |
+| `orders`               | Export active orders                                        |
-| `positions`      | Export open positions                                       |
+| `positions`            | Export open positions                                       |
-| `history-orders` | Export historical orders                                    |
+| `history-orders`       | Export historical orders                                    |
-| `history-deals`  | Export historical deals                                     |
+| `history-deals`        | Export historical deals                                     |
-| `order-check`    | Check funds sufficiency for a trade request                 |
+| `recent-history-deals` | Export historical deals from a trailing window              |
-| `order-send`     | Send a trade request to the trade server (`--yes` required) |
+| `mt5-summary`          | Export terminal/account status summary                      |
+| `order-check`          | Check funds sufficiency for a trade request                 |
+| `order-send`           | Send a trade request to the trade server (`--yes` required) |
 
 Use `order-check` to validate a request payload before running `order-send --yes`.
 

mt5cli/__init__.py

@@ -2,11 +2,13 @@
 
 from importlib.metadata import version
 
+from .history import load_rate_data, load_rate_data_from_connection
 from .sdk import (
     Mt5CliClient,
     account_info,
     build_config,
     collect_history,
+    collect_latest_rates,
     copy_rates_from,
     copy_rates_from_pos,
     copy_rates_range,
@@ -15,9 +17,15 @@ from .sdk import (
     history_deals,
     history_orders,
     last_error,
+    latest_rates,
     market_book,
+    minimum_margins,
+    mt5_summary,
+    mt5_summary_as_df,
     orders,
     positions,
+    recent_history_deals,
+    recent_ticks,
     symbol_info,
     symbol_info_tick,
     symbols,
@@ -28,7 +36,13 @@ from .sdk import (
 from .sdk import (
     version as mt5_version,
 )
-from .utils import Dataset, IfExists, detect_format, export_dataframe
+from .utils import (
+    Dataset,
+    IfExists,
+    detect_format,
+    export_dataframe,
+    export_dataframe_to_sqlite,
+)
 
 __version__ = version(__package__) if __package__ else None
 
@@ -39,6 +53,7 @@ __all__ = [
     "account_info",
     "build_config",
     "collect_history",
+    "collect_latest_rates",
     "copy_rates_from",
     "copy_rates_from_pos",
     "copy_rates_range",
@@ -46,13 +61,22 @@ __all__ = [
     "copy_ticks_range",
     "detect_format",
     "export_dataframe",
+    "export_dataframe_to_sqlite",
     "history_deals",
     "history_orders",
     "last_error",
+    "latest_rates",
+    "load_rate_data",
+    "load_rate_data_from_connection",
     "market_book",
+    "minimum_margins",
+    "mt5_summary",
+    "mt5_summary_as_df",
     "mt5_version",
     "orders",
     "positions",
+    "recent_history_deals",
+    "recent_ticks",
     "symbol_info",
     "symbol_info_tick",
     "symbols",

mt5cli/cli.py

@@ -222,6 +222,31 @@ def rates_from_pos(
     )
 
 
+@app.command()
+def latest_rates(
+    ctx: typer.Context,
+    symbol: Annotated[str, typer.Option(help="Symbol name.")],
+    timeframe: Annotated[
+        int,
+        typer.Option(
+            click_type=TIMEFRAME_TYPE,
+            help="Timeframe.",
+        ),
+    ],
+    count: Annotated[int, typer.Option(help="Number of records.")],
+    start_pos: Annotated[
+        int,
+        typer.Option(help="Start position (0 = current bar)."),
+    ] = 0,
+) -> None:
+    """Export latest rates from a start position."""
+    client = _sdk_client(ctx)
+    _execute_export(
+        ctx,
+        lambda: client.latest_rates(symbol, timeframe, count, start_pos=start_pos),
+    )
+
+
 @app.command()
 def rates_range(
     ctx: typer.Context,
@@ -300,6 +325,44 @@ def ticks_range(
     )
 
 
+@app.command()
+def ticks_recent(
+    ctx: typer.Context,
+    symbol: Annotated[str, typer.Option(help="Symbol name.")],
+    seconds: Annotated[
+        float,
+        typer.Option(help="Lookback window in seconds."),
+    ],
+    date_to: Annotated[
+        datetime | None,
+        typer.Option(click_type=DATETIME_TYPE, help="Window end date."),
+    ] = None,
+    count: Annotated[
+        int,
+        typer.Option(help="Maximum number of ticks to return."),
+    ] = 10000,
+    flags: Annotated[
+        int,
+        typer.Option(
+            click_type=TICK_FLAGS_TYPE,
+            help="Tick flags (ALL, INFO, TRADE, or integer).",
+        ),
+    ] = 1,
+) -> None:
+    """Export ticks from a recent time window."""
+    client = _sdk_client(ctx)
+    _execute_export(
+        ctx,
+        lambda: client.recent_ticks(
+            symbol,
+            seconds,
+            date_to=date_to,
+            count=count,
+            flags=flags,
+        ),
+    )
+
+
 @app.command()
 def account_info(ctx: typer.Context) -> None:
     """Export account information."""
@@ -335,6 +398,16 @@ def symbol_info(
     _execute_export(ctx, lambda: client.symbol_info(symbol))
 
 
+@app.command()
+def minimum_margins(
+    ctx: typer.Context,
+    symbol: Annotated[str, typer.Option(help="Symbol name.")],
+) -> None:
+    """Export minimum-volume buy and sell margin requirements."""
+    client = _sdk_client(ctx)
+    _execute_export(ctx, lambda: client.minimum_margins(symbol))
+
+
 @app.command()
 def orders(
     ctx: typer.Context,
@@ -427,6 +500,37 @@ def history_deals(
     )
 
 
+@app.command()
+def recent_history_deals(
+    ctx: typer.Context,
+    hours: Annotated[float, typer.Option(help="Lookback window in hours.")],
+    date_to: Annotated[
+        datetime | None,
+        typer.Option(click_type=DATETIME_TYPE, help="Window end date."),
+    ] = None,
+    group: Annotated[str | None, typer.Option(help="Group filter.")] = None,
+    symbol: Annotated[str | None, typer.Option(help="Symbol filter.")] = None,
+) -> None:
+    """Export historical deals from a recent trailing window."""
+    client = _sdk_client(ctx)
+    _execute_export(
+        ctx,
+        lambda: client.recent_history_deals(
+            hours,
+            date_to=date_to,
+            group=group,
+            symbol=symbol,
+        ),
+    )
+
+
+@app.command()
+def mt5_summary(ctx: typer.Context) -> None:
+    """Export a compact terminal/account status summary."""
+    client = _sdk_client(ctx)
+    _execute_export(ctx, client.mt5_summary_as_df)
+
+
 @app.command()
 def version(ctx: typer.Context) -> None:
     """Export MetaTrader5 version information."""

mt5cli/history.py

@@ -5,7 +5,8 @@ from __future__ import annotations
 import logging
 import sqlite3
 from datetime import UTC, datetime
-from typing import TYPE_CHECKING, Literal
+from pathlib import Path
+from typing import TYPE_CHECKING, Literal, cast
 
 import pandas as pd
 
@@ -122,9 +123,369 @@ def build_rate_view_name(
     return f"rate_{symbol}__{granularity}_{timeframe}"
 
 
+SqliteConnOrPath = sqlite3.Connection | Path | str
+
+
+def _require_non_empty_identifier(identifier: str, kind: str) -> str:
+    value = identifier.strip()
+    if not value:
+        msg = f"SQLite {kind} name must not be empty."
+        raise ValueError(msg)
+    return value
+
+
+def _open_history_connection(
+    conn_or_path: SqliteConnOrPath,
+) -> tuple[sqlite3.Connection | None, bool]:
+    """Open a read-only SQLite connection when given a path.
+
+    Returns:
+        A connection and whether the caller should close it. When the path does
+        not exist, returns ``(None, False)`` without creating a database file.
+    """
+    if isinstance(conn_or_path, sqlite3.Connection):
+        return conn_or_path, False
+    path = Path(conn_or_path)
+    if not path.exists():
+        return None, False
+    conn = sqlite3.connect(f"{path.resolve().as_uri()}?mode=ro", uri=True)
+    return conn, True
+
+
+def _open_existing_sqlite_database(
+    conn_or_path: SqliteConnOrPath,
+) -> tuple[sqlite3.Connection, bool]:
+    """Open a read-only SQLite database or reuse an existing connection.
+
+    Returns:
+        Tuple of connection and whether the caller should close it.
+
+    Raises:
+        ValueError: If the database path does not exist or is not a file.
+    """
+    if isinstance(conn_or_path, sqlite3.Connection):
+        return conn_or_path, False
+    path = Path(conn_or_path)
+    if not path.exists():
+        msg = f"SQLite database not found: {path}"
+        raise ValueError(msg)
+    if not path.is_file():
+        msg = f"SQLite database path is not a file: {path}"
+        raise ValueError(msg)
+    conn = sqlite3.connect(f"{path.resolve().as_uri()}?mode=ro", uri=True)
+    return conn, True
+
+
+def _validate_rate_load_request(table: str, count: int | None) -> str:
+    table_name = _require_non_empty_identifier(table, "table or view")
+    if count is not None and count <= 0:
+        msg = "count must be positive when provided."
+        raise ValueError(msg)
+    return table_name
+
+
+def _ensure_rate_columns(columns: set[str], table: str) -> None:
+    if not columns:
+        msg = f"SQLite table or view not found: {table}"
+        raise ValueError(msg)
+    if "time" not in columns:
+        msg = f"SQLite table or view {table!r} must include a time column."
+        raise ValueError(msg)
+    if "close" not in columns and not {"ask", "bid"}.issubset(columns):
+        msg = (
+            f"SQLite table or view {table!r} must include close, "
+            "or both ask and bid columns."
+        )
+        raise ValueError(msg)
+
+
+def _parse_rate_time_index(frame: pd.DataFrame, table: str) -> pd.DataFrame:
+    parsed = frame["time"].map(parse_sqlite_timestamp)
+    if parsed.isna().any():
+        msg = f"SQLite table or view {table!r} contains unparsable time values."
+        raise ValueError(msg)
+    result = frame.drop(columns=["time"])
+    result.index = pd.DatetimeIndex(parsed, name="time")
+    return result.sort_index(kind="stable")
+
+
+def load_rate_data_from_connection(
+    connection: sqlite3.Connection,
+    table: str,
+    count: int | None = None,
+) -> pd.DataFrame:
+    """Load rate-like data from a SQLite table or view.
+
+    Args:
+        connection: Open SQLite connection.
+        table: Source table or view name.
+        count: Optional number of most recent rows to load.
+
+    Returns:
+        DataFrame indexed by ascending ``time``.
+
+    Raises:
+        ValueError: If inputs, schema, timestamps are invalid, or the table
+            or view contains no rows.
+    """
+    table_name = _validate_rate_load_request(table, count)
+    columns = get_table_columns(connection, table_name)
+    _ensure_rate_columns(columns, table_name)
+    quoted_table = quote_sqlite_identifier(table_name)
+    if count is None:
+        frame = cast(
+            "pd.DataFrame",
+            pd.read_sql_query(  # type: ignore[reportUnknownMemberType]
+                f"SELECT * FROM {quoted_table} ORDER BY time ASC",  # noqa: S608
+                connection,
+            ),
+        )
+    else:
+        frame = cast(
+            "pd.DataFrame",
+            pd.read_sql_query(  # type: ignore[reportUnknownMemberType]
+                f"SELECT * FROM {quoted_table} ORDER BY time DESC LIMIT ?",  # noqa: S608
+                connection,
+                params=(count,),
+            ),
+        )
+    if frame.empty:
+        msg = f"SQLite table or view {table_name!r} contains no rows."
+        raise ValueError(msg)
+    return _parse_rate_time_index(frame, table_name)
+
+
+def load_rate_data(
+    conn_or_path: SqliteConnOrPath,
+    table: str,
+    count: int | None = None,
+) -> pd.DataFrame:
+    """Load rate-like data from a SQLite database path or connection.
+
+    Args:
+        conn_or_path: SQLite database path or open connection.
+        table: Source table or view name.
+        count: Optional number of most recent rows to load.
+
+    Returns:
+        DataFrame indexed by ascending ``time``.
+
+    """
+    conn, should_close = _open_existing_sqlite_database(conn_or_path)
+    try:
+        return load_rate_data_from_connection(conn, table, count=count)
+    finally:
+        if should_close:
+            conn.close()
+
+
+def _load_rates_timeframe_counts(conn: sqlite3.Connection) -> dict[str, int] | None:
+    """Return distinct timeframe counts per symbol from the normalized rates table."""
+    columns = get_table_columns(conn, Dataset.rates.table_name)
+    if not {"symbol", "timeframe"}.issubset(columns):
+        return None
+    rows = conn.execute(
+        "SELECT symbol, COUNT(DISTINCT timeframe) FROM rates GROUP BY symbol",
+    ).fetchall()
+    return {str(symbol): int(count) for symbol, count in rows}
+
+
+def _load_existing_rate_views(conn: sqlite3.Connection) -> set[str]:
+    """Return mt5cli-managed ``rate_*__*`` compatibility view names."""
+    rows = conn.execute(
+        "SELECT name FROM sqlite_master WHERE type = 'view' AND name GLOB 'rate_*__*'",
+    ).fetchall()
+    return {str(row[0]) for row in rows}
+
+
+def _rate_view_name_candidates(
+    *,
+    symbol: str,
+    granularity: str,
+    granularity_count: int,
+    timeframe: int,
+) -> list[str]:
+    """Return candidate view names in preference order."""
+    single = build_rate_view_name(
+        symbol=symbol,
+        granularity=granularity,
+        granularity_count=1,
+        timeframe=timeframe,
+    )
+    if granularity_count <= 1:
+        return [single]
+    multi = build_rate_view_name(
+        symbol=symbol,
+        granularity=granularity,
+        granularity_count=granularity_count,
+        timeframe=timeframe,
+    )
+    return [multi, single]
+
+
+def _resolve_rate_view_name_from_context(
+    *,
+    symbol: str,
+    timeframe: int,
+    granularity_name: str,
+    timeframe_counts: dict[str, int] | None,
+    existing_views: set[str],
+    require_existing: bool = False,
+) -> str:
+    """Resolve one rate view name using preloaded SQLite metadata.
+
+    Returns:
+        Preferred mt5cli-managed rate compatibility view name.
+
+    Raises:
+        ValueError: If ``require_existing`` is True and no managed view exists.
+    """
+    if timeframe_counts is None or symbol not in timeframe_counts:
+        candidates = [
+            build_rate_view_name(
+                symbol=symbol,
+                granularity=granularity_name,
+                granularity_count=1,
+                timeframe=timeframe,
+            ),
+            build_rate_view_name(
+                symbol=symbol,
+                granularity=granularity_name,
+                granularity_count=2,
+                timeframe=timeframe,
+            ),
+        ]
+    else:
+        candidates = _rate_view_name_candidates(
+            symbol=symbol,
+            granularity=granularity_name,
+            granularity_count=timeframe_counts[symbol],
+            timeframe=timeframe,
+        )
+    for candidate in candidates:
+        if candidate in existing_views:
+            return candidate
+    if require_existing:
+        msg = (
+            f"No rate compatibility view exists for symbol {symbol!r} "
+            f"and granularity {granularity_name!r}; "
+            f"candidates: {', '.join(candidates)}."
+        )
+        raise ValueError(msg)
+    return candidates[0]
+
+
+def resolve_rate_view_name(
+    conn_or_path: SqliteConnOrPath,
+    symbol: str,
+    granularity: str,
+    *,
+    require_existing: bool = False,
+) -> str:
+    """Resolve the mt5cli-managed rate compatibility view name.
+
+    Args:
+        conn_or_path: SQLite database path or open connection.
+        symbol: Symbol stored in the normalized ``rates`` table.
+        granularity: Timeframe name (for example ``M1``) or integer string.
+        require_existing: When True, require the database and a managed view to exist.
+
+    Returns:
+        View name such as ``rate_EURUSD__1`` or ``rate_EURUSD__M1_1``.
+
+    Raises:
+        ValueError: If ``require_existing`` is True and the database or view is missing.
+    """
+    timeframe = parse_timeframe(granularity)
+    granularity_name = resolve_granularity_name(timeframe)
+    conn, should_close = _open_history_connection(conn_or_path)
+    try:
+        if conn is None:
+            if require_existing:
+                path = (
+                    conn_or_path
+                    if isinstance(conn_or_path, (Path, str))
+                    else "database"
+                )
+                msg = f"SQLite database not found: {path}"
+                raise ValueError(msg)
+            return build_rate_view_name(
+                symbol=symbol,
+                granularity=granularity_name,
+                granularity_count=1,
+                timeframe=timeframe,
+            )
+        return _resolve_rate_view_name_from_context(
+            symbol=symbol,
+            timeframe=timeframe,
+            granularity_name=granularity_name,
+            timeframe_counts=_load_rates_timeframe_counts(conn),
+            existing_views=_load_existing_rate_views(conn),
+            require_existing=require_existing,
+        )
+    finally:
+        if should_close and conn is not None:
+            conn.close()
+
+
+def resolve_rate_view_names(
+    conn_or_path: SqliteConnOrPath,
+    symbols: Sequence[str],
+    granularities: Sequence[str],
+    *,
+    require_existing: bool = False,
+) -> list[str]:
+    """Resolve rate compatibility view names for symbol and granularity pairs.
+
+    Args:
+        conn_or_path: SQLite database path or open connection.
+        symbols: Symbols stored in the normalized ``rates`` table.
+        granularities: Timeframe names (for example ``M1``) or integer strings.
+        require_existing: When True, require the database and managed views to exist.
+
+    Returns:
+        View names in row-major order: every ``granularity`` for the first
+        symbol, then every granularity for the next symbol, and so on.
+    """
+    conn, should_close = _open_history_connection(conn_or_path)
+    try:
+        if conn is None:
+            return [
+                resolve_rate_view_name(
+                    conn_or_path,
+                    symbol,
+                    granularity,
+                    require_existing=require_existing,
+                )
+                for symbol in symbols
+                for granularity in granularities
+            ]
+        timeframe_counts = _load_rates_timeframe_counts(conn)
+        existing_views = _load_existing_rate_views(conn)
+        resolved: list[str] = []
+        for symbol in symbols:
+            for granularity in granularities:
+                timeframe = parse_timeframe(granularity)
+                resolved.append(
+                    _resolve_rate_view_name_from_context(
+                        symbol=symbol,
+                        timeframe=timeframe,
+                        granularity_name=resolve_granularity_name(timeframe),
+                        timeframe_counts=timeframe_counts,
+                        existing_views=existing_views,
+                        require_existing=require_existing,
+                    ),
+                )
+        return resolved
+    finally:
+        if should_close and conn is not None:
+            conn.close()
+
+
 def get_table_columns(conn: sqlite3.Connection, table: str) -> set[str]:
     """Return existing SQLite columns for a table."""
-    rows = conn.execute(f"PRAGMA table_info({table})").fetchall()
+    quoted_table = quote_sqlite_identifier(table)
+    rows = conn.execute(f"PRAGMA table_info({quoted_table})").fetchall()
     return {str(row[1]) for row in rows}
 
 

mt5cli/sdk.py

@@ -2,14 +2,16 @@
 
 from __future__ import annotations
 
+import json
 import logging
 import sqlite3
 from contextlib import contextmanager
 from dataclasses import dataclass
 from datetime import UTC, datetime, timedelta
 from pathlib import Path
-from typing import TYPE_CHECKING, Self, TypeVar
+from typing import TYPE_CHECKING, Self, TypeVar, cast
 
+import pandas as pd
 from pdmt5 import Mt5Config, Mt5DataClient
 
 from .history import (
@@ -33,8 +35,6 @@ from .utils import (
 if TYPE_CHECKING:
     from collections.abc import Callable, Iterator, Sequence
 
-    import pandas as pd
-
 T = TypeVar("T")
 
 logger = logging.getLogger(__name__)
@@ -44,6 +44,7 @@ __all__ = [
     "account_info",
     "build_config",
     "collect_history",
+    "collect_latest_rates",
     "copy_rates_from",
     "copy_rates_from_pos",
     "copy_rates_range",
@@ -52,9 +53,15 @@ __all__ = [
     "history_deals",
     "history_orders",
     "last_error",
+    "latest_rates",
     "market_book",
+    "minimum_margins",
+    "mt5_summary",
+    "mt5_summary_as_df",
     "orders",
     "positions",
+    "recent_history_deals",
+    "recent_ticks",
     "symbol_info",
     "symbol_info_tick",
     "symbols",
@@ -77,6 +84,22 @@ def _coerce_tick_flags(flags: int | str) -> int:
     return parse_tick_flags(flags)
 
 
+def _plain_mt5_value(value: object) -> object:
+    asdict = getattr(value, "_asdict", None)
+    if callable(asdict):
+        return _plain_mt5_value(asdict())
+    if isinstance(value, dict):
+        typed_value = cast("dict[object, object]", value)
+        return {key: _plain_mt5_value(item) for key, item in typed_value.items()}
+    if isinstance(value, tuple):
+        typed_value = cast("tuple[object, ...]", value)
+        return [_plain_mt5_value(item) for item in typed_value]
+    if isinstance(value, list):
+        typed_value = cast("list[object]", value)
+        return [_plain_mt5_value(item) for item in typed_value]
+    return value
+
+
 def _require_datetime(value: datetime | str) -> datetime:
     if isinstance(value, datetime):
         return value
@@ -89,6 +112,114 @@ def _coerce_datetime(value: datetime | str | None) -> datetime | None:
     return parse_datetime(value)
 
 
+def _require_positive(value: float, name: str) -> None:
+    if value <= 0:
+        msg = f"{name} must be positive."
+        raise ValueError(msg)
+
+
+def _call_required_client_method(client: Mt5DataClient, name: str) -> object:
+    try:
+        method = getattr(client, name)
+    except AttributeError as exc:
+        msg = f"MT5 client is missing required method: {name}"
+        raise AttributeError(msg) from exc
+    if not callable(method):
+        msg = f"MT5 client attribute is not callable: {name}"
+        raise TypeError(msg)
+    return method()
+
+
+def _mt5_summary_export_value(value: object) -> object:
+    plain_value = _plain_mt5_value(value)
+    if isinstance(plain_value, dict | list):
+        return json.dumps(plain_value, sort_keys=True, separators=(",", ":"))
+    return plain_value
+
+
+def _coerce_tick_time(value: object) -> datetime:
+    if isinstance(value, datetime):
+        return value
+    if isinstance(value, str):
+        return parse_datetime(value)
+    if isinstance(value, (int, float)):
+        return datetime.fromtimestamp(value, tz=UTC)
+    msg = f"Unsupported tick time value: {value!r}"
+    raise TypeError(msg)
+
+
+def _filter_ticks_to_end(frame: pd.DataFrame, end: datetime) -> pd.DataFrame:
+    if frame.empty or "time" not in frame.columns:
+        return frame
+    times = pd.to_datetime(frame["time"], utc=True)
+    return frame.loc[times <= end].reset_index(drop=True)
+
+
+def _fetch_recent_ticks(
+    client: Mt5DataClient,
+    symbol: str,
+    seconds: float,
+    date_to: datetime | None,
+    count: int,
+    flags: int,
+) -> pd.DataFrame:
+    if date_to is not None:
+        end = date_to
+    else:
+        tick = client.symbol_info_tick(symbol)
+        end = _coerce_tick_time(tick.time)
+    start = end - timedelta(seconds=seconds)
+    if count > 0:
+        from_frame = _filter_ticks_to_end(
+            client.copy_ticks_from_as_df(
+                symbol=symbol,
+                date_from=start,
+                count=count,
+                flags=flags,
+            ),
+            end,
+        )
+        if len(from_frame) < count:
+            return from_frame
+    frame = client.copy_ticks_range_as_df(
+        symbol=symbol,
+        date_from=start,
+        date_to=end,
+        flags=flags,
+    )
+    if count > 0 and len(frame) > count:
+        return frame.tail(count).reset_index(drop=True)
+    return frame
+
+
+def _fetch_minimum_margins(client: Mt5DataClient, symbol: str) -> pd.DataFrame:
+    sym = client.symbol_info(symbol)
+    account = client.account_info()
+    tick = client.symbol_info_tick(symbol)
+    volume_min = sym.volume_min
+    buy_margin = client.order_calc_margin(
+        client.mt5.ORDER_TYPE_BUY,
+        symbol,
+        volume_min,
+        tick.ask,
+    )
+    sell_margin = client.order_calc_margin(
+        client.mt5.ORDER_TYPE_SELL,
+        symbol,
+        volume_min,
+        tick.bid,
+    )
+    return pd.DataFrame([
+        {
+            "symbol": symbol,
+            "account_currency": account.currency,
+            "volume_min": volume_min,
+            "buy_margin": buy_margin,
+            "sell_margin": sell_margin,
+        }
+    ])
+
+
 def build_config(
     *,
     path: str | None = None,
@@ -158,6 +289,7 @@ class Mt5CliClient:
         server: str | None = None,
         timeout: int | None = None,
         config: Mt5Config | None = None,
+        client: Mt5DataClient | None = None,
     ) -> None:
         """Initialize the SDK client.
 
@@ -168,6 +300,8 @@ class Mt5CliClient:
             server: Trading server name.
             timeout: Connection timeout in milliseconds.
             config: Optional pre-built ``Mt5Config`` (overrides other args).
+            client: Optional already-connected ``Mt5DataClient``. Injected
+                clients are reused as-is and are not initialized or shut down.
         """
         self._config = config or build_config(
             path=path,
@@ -176,7 +310,20 @@ class Mt5CliClient:
             server=server,
             timeout=timeout,
         )
-        self._client: Mt5DataClient | None = None
+        self._client = client
+        self._owns_client = client is None
+
+    @classmethod
+    def from_connected_client(cls, client: Mt5DataClient) -> Self:
+        """Bind to an already-connected ``Mt5DataClient`` without owning it.
+
+        The returned ``Mt5CliClient`` never initializes or shuts down the
+        injected client, including when used as a context manager.
+
+        Returns:
+            Client wrapper bound to the injected connection.
+        """
+        return cls(client=client)
 
     @property
     def config(self) -> Mt5Config:
@@ -189,6 +336,8 @@ class Mt5CliClient:
         Returns:
             This client instance.
         """
+        if self._client is not None:
+            return self
         client = Mt5DataClient(config=self._config)
         try:
             client.initialize_and_login_mt5()
@@ -196,6 +345,7 @@ class Mt5CliClient:
             client.shutdown()
             raise
         self._client = client
+        self._owns_client = True  # only set when this method created the client
         return self
 
     def __exit__(
@@ -205,15 +355,18 @@ class Mt5CliClient:
         tb: object,
     ) -> None:
         """Shut down the persistent MT5 connection."""
-        if self._client is not None:
+        if self._client is not None and self._owns_client:
             self._client.shutdown()
             self._client = None
 
-    def _fetch(self, fetch_fn: Callable[[Mt5DataClient], pd.DataFrame]) -> pd.DataFrame:
+    def _fetch_value(self, fetch_fn: Callable[[Mt5DataClient], T]) -> T:
         if self._client is not None:
             return fetch_fn(self._client)
         return _run_with_client(self._config, fetch_fn)
 
+    def _fetch(self, fetch_fn: Callable[[Mt5DataClient], pd.DataFrame]) -> pd.DataFrame:
+        return self._fetch_value(fetch_fn)
+
     def copy_rates_from(
         self,
         symbol: str,
@@ -251,6 +404,54 @@ class Mt5CliClient:
             ),
         )
 
+    def latest_rates(
+        self,
+        symbol: str,
+        timeframe: int | str,
+        count: int,
+        start_pos: int = 0,
+    ) -> pd.DataFrame:
+        """Return the latest rates from a bar position."""
+        _require_positive(count, "count")
+        return self.copy_rates_from_pos(symbol, timeframe, start_pos, count)
+
+    def collect_latest_rates(
+        self,
+        symbols: Sequence[str],
+        timeframes: Sequence[int | str],
+        *,
+        count: int,
+        start_pos: int = 0,
+    ) -> dict[tuple[str, int], pd.DataFrame]:
+        """Return latest rates for each symbol/timeframe pair.
+
+        Returns:
+            Mapping keyed by ``(symbol, timeframe_int)``.
+
+        Raises:
+            ValueError: If ``count`` is not positive or inputs are empty.
+        """
+        _require_positive(count, "count")
+        if not symbols:
+            msg = "At least one symbol is required."
+            raise ValueError(msg)
+        if not timeframes:
+            msg = "At least one timeframe is required."
+            raise ValueError(msg)
+        resolved_timeframes = [_coerce_timeframe(timeframe) for timeframe in timeframes]
+        return self._fetch_value(
+            lambda c: {
+                (symbol, timeframe): c.copy_rates_from_pos_as_df(
+                    symbol=symbol,
+                    timeframe=timeframe,
+                    start_pos=start_pos,
+                    count=count,
+                )
+                for symbol in symbols
+                for timeframe in resolved_timeframes
+            },
+        )
+
     def copy_rates_range(
         self,
         symbol: str,
@@ -402,6 +603,24 @@ class Mt5CliClient:
             ),
         )
 
+    def recent_history_deals(
+        self,
+        hours: float,
+        date_to: datetime | str | None = None,
+        group: str | None = None,
+        symbol: str | None = None,
+    ) -> pd.DataFrame:
+        """Return historical deals from a recent trailing window."""
+        _require_positive(hours, "hours")
+        end = _require_datetime(date_to) if date_to is not None else datetime.now(UTC)
+        start = end - timedelta(hours=hours)
+        return self.history_deals(
+            date_from=start,
+            date_to=end,
+            group=group,
+            symbol=symbol,
+        )
+
     def version(self) -> pd.DataFrame:
         """Return MetaTrader5 version information."""
         return self._fetch(lambda c: c.version_as_df())
@@ -418,6 +637,90 @@ class Mt5CliClient:
         """Return market depth for a symbol."""
         return self._fetch(lambda c: c.market_book_get_as_df(symbol=symbol))
 
+    def recent_ticks(
+        self,
+        symbol: str,
+        seconds: float,
+        *,
+        date_to: datetime | str | None = None,
+        count: int = 10000,
+        flags: int | str = "ALL",
+    ) -> pd.DataFrame:
+        """Return ticks from a recent time window.
+
+        Args:
+            symbol: Symbol name.
+            seconds: Lookback window in seconds ending at ``date_to``.
+            date_to: Window end time. When ``None``, uses the latest
+                ``symbol_info_tick().time`` rather than wall-clock now.
+            count: Maximum ticks to return. Values ``<= 0`` return the full
+                window without trimming. Positive values keep the most recent
+                ticks; when the window is sparse, ``copy_ticks_from`` avoids
+                fetching the entire range.
+            flags: Tick flags as ``ALL``, ``INFO``, ``TRADE``, or an integer.
+
+        Returns:
+            Tick DataFrame with MT5 tick columns such as ``time``, ``bid``,
+            ``ask``, ``last``, and ``volume``.
+        """
+        tick_flags = _coerce_tick_flags(flags)
+        end = _coerce_datetime(date_to)
+        return self._fetch(
+            lambda c: _fetch_recent_ticks(
+                c,
+                symbol,
+                seconds,
+                end,
+                count,
+                tick_flags,
+            ),
+        )
+
+    def minimum_margins(self, symbol: str) -> pd.DataFrame:
+        """Return minimum-volume buy and sell margin requirements.
+
+        Args:
+            symbol: Symbol name.
+
+        Returns:
+            One-row DataFrame with columns ``symbol``, ``account_currency``,
+            ``volume_min``, ``buy_margin``, and ``sell_margin``.
+        """
+        return self._fetch(lambda c: _fetch_minimum_margins(c, symbol))
+
+    def mt5_summary(self) -> dict[str, object]:
+        """Return a compact terminal/account status summary."""
+
+        def _summary(client: Mt5DataClient) -> dict[str, object]:
+            return {
+                "version": _plain_mt5_value(
+                    _call_required_client_method(client, "version"),
+                ),
+                "terminal_info": _plain_mt5_value(
+                    _call_required_client_method(client, "terminal_info"),
+                ),
+                "account_info": _plain_mt5_value(
+                    _call_required_client_method(client, "account_info"),
+                ),
+                "symbols_total": _plain_mt5_value(
+                    _call_required_client_method(client, "symbols_total"),
+                ),
+            }
+
+        return self._fetch_value(_summary)
+
+    def mt5_summary_as_df(self) -> pd.DataFrame:
+        """Return an export-safe one-row terminal/account summary DataFrame."""
+        summary = self.mt5_summary()
+        return pd.DataFrame(
+            [
+                {
+                    key: _mt5_summary_export_value(value)
+                    for key, value in summary.items()
+                },
+            ],
+        )
+
 
 def _resolve_incremental_settings(
     selected_datasets: set[Dataset],
@@ -738,6 +1041,40 @@ def copy_rates_from_pos(
     )
 
 
+def latest_rates(
+    symbol: str,
+    timeframe: int | str,
+    count: int,
+    start_pos: int = 0,
+    *,
+    config: Mt5Config | None = None,
+) -> pd.DataFrame:
+    """Return the latest rates from a bar position."""
+    return _make_client(config=config).latest_rates(
+        symbol,
+        timeframe,
+        count,
+        start_pos=start_pos,
+    )
+
+
+def collect_latest_rates(
+    symbols: Sequence[str],
+    timeframes: Sequence[int | str],
+    *,
+    count: int,
+    start_pos: int = 0,
+    config: Mt5Config | None = None,
+) -> dict[tuple[str, int], pd.DataFrame]:
+    """Return latest rates for each symbol/timeframe pair."""
+    return _make_client(config=config).collect_latest_rates(
+        symbols,
+        timeframes,
+        count=count,
+        start_pos=start_pos,
+    )
+
+
 def copy_rates_range(
     symbol: str,
     timeframe: int | str,
@@ -889,6 +1226,23 @@ def history_deals(
     )
 
 
+def recent_history_deals(
+    hours: float,
+    date_to: datetime | str | None = None,
+    group: str | None = None,
+    symbol: str | None = None,
+    *,
+    config: Mt5Config | None = None,
+) -> pd.DataFrame:
+    """Return historical deals from a recent trailing window."""
+    return _make_client(config=config).recent_history_deals(
+        hours,
+        date_to=date_to,
+        group=group,
+        symbol=symbol,
+    )
+
+
 def version(*, config: Mt5Config | None = None) -> pd.DataFrame:
     """Return MetaTrader5 version information."""
     return _make_client(config=config).version()
@@ -915,3 +1269,47 @@ def market_book(
 ) -> pd.DataFrame:
     """Return market depth for a symbol."""
     return _make_client(config=config).market_book(symbol)
+
+
+def recent_ticks(
+    symbol: str,
+    seconds: float,
+    *,
+    date_to: datetime | str | None = None,
+    count: int = 10000,
+    flags: int | str = "ALL",
+    config: Mt5Config | None = None,
+) -> pd.DataFrame:
+    """Return ticks from a recent time window ending at ``date_to`` or now.
+
+    See ``Mt5CliClient.recent_ticks`` for parameter and return details.
+    """
+    return _make_client(config=config).recent_ticks(
+        symbol,
+        seconds,
+        date_to=date_to,
+        count=count,
+        flags=flags,
+    )
+
+
+def minimum_margins(
+    symbol: str,
+    *,
+    config: Mt5Config | None = None,
+) -> pd.DataFrame:
+    """Return minimum-volume buy and sell margin requirements.
+
+    See ``Mt5CliClient.minimum_margins`` for return details.
+    """
+    return _make_client(config=config).minimum_margins(symbol)
+
+
+def mt5_summary(*, config: Mt5Config | None = None) -> dict[str, object]:
+    """Return a compact terminal/account status summary."""
+    return _make_client(config=config).mt5_summary()
+
+
+def mt5_summary_as_df(*, config: Mt5Config | None = None) -> pd.DataFrame:
+    """Return an export-safe terminal/account status summary DataFrame."""
+    return _make_client(config=config).mt5_summary_as_df()

mt5cli/utils.py

@@ -2,16 +2,18 @@
 
 from __future__ import annotations
 
-import importlib
 import json
+import sqlite3
 from datetime import UTC, datetime
 from enum import StrEnum
 from pathlib import Path
-from typing import TYPE_CHECKING, Any, TypeGuard, cast
+from typing import TYPE_CHECKING, Any, TypeGuard
 
 import click
 
 if TYPE_CHECKING:
+    from collections.abc import Sequence
+
     import pandas as pd
 
 # ---------------------------------------------------------------------------
@@ -260,6 +262,50 @@ def detect_format(
     raise ValueError(msg)
 
 
+def export_dataframe_to_sqlite(
+    df: pd.DataFrame,
+    output_path: Path,
+    table_name: str = "data",
+    *,
+    if_exists: IfExists = IfExists.APPEND,
+    index: bool = False,
+    index_label: str | None = None,
+    deduplicate_on: Sequence[str] | None = None,
+) -> None:
+    """Write a DataFrame to SQLite with configurable append and deduplication.
+
+    Args:
+        df: DataFrame to export.
+        output_path: SQLite database path.
+        table_name: Target table name.
+        if_exists: Conflict behavior when the table already exists.
+        index: Whether to write the DataFrame index as a column.
+        index_label: Column name for the index when ``index=True``.
+        deduplicate_on: Optional key columns to deduplicate after writing,
+            keeping the latest ``ROWID`` per key group. Deduplication scans the
+            full table, so repeated appends cost O(table size); index the key
+            columns when appending frequently.
+    """
+    with sqlite3.connect(output_path) as conn:
+        df.to_sql(  # type: ignore[reportUnknownMemberType]
+            table_name,
+            conn,
+            if_exists=if_exists.value,
+            index=index,
+            index_label=index_label,
+        )
+        if deduplicate_on:
+            from .history import drop_duplicates_in_table  # noqa: PLC0415
+
+            drop_duplicates_in_table(
+                conn.cursor(),
+                table_name,
+                list(deduplicate_on),
+                keep="last",
+            )
+            conn.commit()
+
+
 def export_dataframe(
     df: pd.DataFrame,
     output_path: Path,
@@ -289,14 +335,13 @@ def export_dataframe(
     elif output_format == "parquet":
         df.to_parquet(output_path, index=False)
     elif output_format == "sqlite3":
-        sqlite3 = cast("Any", importlib.import_module("sqlite3"))
+        export_dataframe_to_sqlite(
-        with sqlite3.connect(output_path) as conn:
+            df,
-            df.to_sql(  # type: ignore[reportUnknownMemberType]
+            output_path,
-                table_name,
+            table_name,
-                conn,
+            if_exists=IfExists.REPLACE,
-                if_exists="replace",
+            index=False,
-                index=False,
+        )
-            )
     else:
         msg = f"Unsupported output format: {output_format}"
         raise ValueError(msg)

pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "mt5cli"
-version = "0.4.2"
+version = "0.5.0"
 description = "Command-line tool for MetaTrader 5"
 authors = [{name = "dceoy", email = "dceoy@users.noreply.github.com"}]
 maintainers = [{name = "dceoy", email = "dceoy@users.noreply.github.com"}]

tests/test_cli.py

@@ -6,7 +6,7 @@ import json
 import logging
 import re
 import sqlite3
-from datetime import UTC, datetime
+from datetime import UTC, datetime, timedelta
 from typing import TYPE_CHECKING
 from unittest.mock import MagicMock
 
@@ -93,6 +93,10 @@ def mock_client(mocker: MockerFixture) -> MagicMock:
     client.market_book_get_as_df.return_value = sample_df
     client.order_check_as_df.return_value = sample_df
     client.order_send_as_df.return_value = sample_df
+    client.version.return_value = (5, 0, 1)
+    client.terminal_info.return_value = {"connected": True, "paths": ["terminal.exe"]}
+    client.account_info.return_value = {"login": 123, "limits": {"modes": ["demo"]}}
+    client.symbols_total.return_value = 42
     mocker.patch("mt5cli.sdk.Mt5DataClient", return_value=client)
     return client
 
@@ -223,6 +227,37 @@ class TestCommands:
             count=50,
         )
 
+    def test_latest_rates(
+        self,
+        tmp_path: Path,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test latest-rates command."""
+        output = tmp_path / "out.csv"
+        result = runner.invoke(
+            app,
+            [
+                "-o",
+                str(output),
+                "latest-rates",
+                "--symbol",
+                "GBPUSD",
+                "--timeframe",
+                "H1",
+                "--count",
+                "50",
+                "--start-pos",
+                "2",
+            ],
+        )
+        assert result.exit_code == 0, result.output
+        mock_client.copy_rates_from_pos_as_df.assert_called_once_with(
+            symbol="GBPUSD",
+            timeframe=16385,
+            start_pos=2,
+            count=50,
+        )
+
     def test_rates_range(
         self,
         tmp_path: Path,
@@ -316,6 +351,65 @@ class TestCommands:
             flags=2,
         )
 
+    def test_ticks_recent(
+        self,
+        tmp_path: Path,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test ticks-recent command."""
+        output = tmp_path / "out.csv"
+        result = runner.invoke(
+            app,
+            [
+                "-o",
+                str(output),
+                "ticks-recent",
+                "--symbol",
+                "EURUSD",
+                "--seconds",
+                "120",
+                "--date-to",
+                "2024-01-02",
+                "--count",
+                "500",
+                "--flags",
+                "ALL",
+            ],
+        )
+        assert result.exit_code == 0, result.output
+        mock_client.copy_ticks_from_as_df.assert_called_once_with(
+            symbol="EURUSD",
+            date_from=datetime(2024, 1, 2, tzinfo=UTC) - timedelta(seconds=120),
+            count=500,
+            flags=1,
+        )
+        mock_client.copy_ticks_range_as_df.assert_not_called()
+
+    def test_minimum_margins(
+        self,
+        tmp_path: Path,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test minimum-margins command."""
+        sym = MagicMock(volume_min=0.01)
+        account = MagicMock(currency="USD")
+        tick = MagicMock(ask=1.1010, bid=1.1000)
+        mock_client.symbol_info.return_value = sym
+        mock_client.account_info.return_value = account
+        mock_client.symbol_info_tick.return_value = tick
+        mock_client.order_calc_margin.side_effect = [12.5, 12.4]
+        mock_client.mt5.ORDER_TYPE_BUY = 0
+        mock_client.mt5.ORDER_TYPE_SELL = 1
+        output = tmp_path / "out.csv"
+        result = runner.invoke(
+            app,
+            ["-o", str(output), "minimum-margins", "--symbol", "EURUSD"],
+        )
+        assert result.exit_code == 0, result.output
+        mock_client.symbol_info.assert_called_once_with("EURUSD")
+        mock_client.order_calc_margin.assert_any_call(0, "EURUSD", 0.01, 1.1010)
+        mock_client.order_calc_margin.assert_any_call(1, "EURUSD", 0.01, 1.1000)
+
     def test_orders(
         self,
         tmp_path: Path,
@@ -392,6 +486,84 @@ class TestCommands:
         assert result.exit_code == 0, result.output
         mock_client.history_deals_get_as_df.assert_called_once()
 
+    def test_recent_history_deals(
+        self,
+        tmp_path: Path,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test recent-history-deals command."""
+        output = tmp_path / "out.csv"
+        result = runner.invoke(
+            app,
+            [
+                "-o",
+                str(output),
+                "recent-history-deals",
+                "--hours",
+                "6",
+                "--date-to",
+                "2024-01-02",
+                "--symbol",
+                "EURUSD",
+            ],
+        )
+        assert result.exit_code == 0, result.output
+        mock_client.history_deals_get_as_df.assert_called_once_with(
+            date_from=datetime(2024, 1, 1, 18, tzinfo=UTC),
+            date_to=datetime(2024, 1, 2, tzinfo=UTC),
+            group=None,
+            symbol="EURUSD",
+            ticket=None,
+            position=None,
+        )
+
+    @pytest.mark.parametrize(
+        ("filename", "reader"),
+        [
+            ("summary.csv", "csv"),
+            ("summary.json", "json"),
+            ("summary.db", "sqlite3"),
+            ("summary.parquet", "parquet"),
+        ],
+    )
+    def test_mt5_summary_export_formats(
+        self,
+        tmp_path: Path,
+        mock_client: MagicMock,
+        filename: str,
+        reader: str,
+    ) -> None:
+        """Test mt5-summary writes export-safe files for supported formats."""
+        output = tmp_path / filename
+        result = runner.invoke(app, ["-o", str(output), "mt5-summary"])
+        assert result.exit_code == 0, result.output
+        assert output.exists()
+        mock_client.version.assert_called_once()
+        mock_client.terminal_info.assert_called_once()
+        mock_client.account_info.assert_called_once()
+        mock_client.symbols_total.assert_called_once()
+        if reader == "csv":
+            frame = pd.read_csv(output)
+        elif reader == "json":
+            with output.open() as f:
+                records = json.load(f)
+            frame = pd.DataFrame(records)
+        elif reader == "sqlite3":
+            with sqlite3.connect(output) as conn:
+                frame = pd.read_sql(  # type: ignore[reportUnknownMemberType]
+                    "SELECT * FROM data",
+                    conn,
+                )
+        else:
+            frame = pd.read_parquet(output)
+        assert len(frame) == 1
+        assert frame.iloc[0].to_dict() == {
+            "version": "[5,0,1]",
+            "terminal_info": '{"connected":true,"paths":["terminal.exe"]}',
+            "account_info": '{"limits":{"modes":["demo"]},"login":123}',
+            "symbols_total": 42,
+        }
+
     def test_version(
         self,
         tmp_path: Path,

tests/test_history.py

@@ -31,6 +31,8 @@ from mt5cli.history import (
     get_incremental_start_datetime,
     get_table_columns,
     load_incremental_start_datetimes,
+    load_rate_data,
+    load_rate_data_from_connection,
     parse_sqlite_timestamp,
     quote_sqlite_identifier,
     record_written_columns,
@@ -38,6 +40,8 @@ from mt5cli.history import (
     resolve_history_datasets,
     resolve_history_tick_flags,
     resolve_history_timeframes,
+    resolve_rate_view_name,
+    resolve_rate_view_names,
     write_collected_datasets,
     write_history_dataset,
     write_incremental_datasets,
@@ -47,6 +51,281 @@ from mt5cli.history import (
 from mt5cli.utils import TIMEFRAME_MAP, Dataset, IfExists
 
 
+class TestResolveRateViewName:
+    """Tests for resolve_rate_view_name and resolve_rate_view_names."""
+
+    def test_missing_database_path_does_not_create_file(self, tmp_path: Path) -> None:
+        """Test resolving against a missing path does not create a database."""
+        db_path = tmp_path / "missing.db"
+        assert resolve_rate_view_name(db_path, "EURUSD", "M1") == "rate_EURUSD__1"
+        assert not db_path.exists()
+
+    def test_no_rates_table_falls_back_to_single_timeframe_name(
+        self,
+        tmp_path: Path,
+    ) -> None:
+        """Test databases without a rates table use single-timeframe naming."""
+        db_path = tmp_path / "no-rates.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE ticks(symbol TEXT, time TEXT)")
+        assert resolve_rate_view_name(db_path, "EURUSD", "M1") == "rate_EURUSD__1"
+
+    def test_single_timeframe_for_one_symbol(self, tmp_path: Path) -> None:
+        """Test one stored timeframe resolves to the short view name."""
+        db_path = tmp_path / "single-timeframe.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute(
+                "CREATE TABLE rates("
+                " symbol TEXT, timeframe INTEGER, time TEXT, close REAL)",
+            )
+            conn.execute(
+                "INSERT INTO rates(symbol, timeframe, time, close) VALUES (?, ?, ?, ?)",
+                ("EURUSD", 1, "2024-01-01T00:00:00+00:00", 1.0),
+            )
+            create_rate_compatibility_views(conn)
+        assert resolve_rate_view_name(db_path, "EURUSD", "M1") == "rate_EURUSD__1"
+
+    def test_multiple_timeframes_for_one_symbol(self, tmp_path: Path) -> None:
+        """Test multiple stored timeframes resolve to disambiguated view names."""
+        db_path = tmp_path / "multi-timeframe.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute(
+                "CREATE TABLE rates("
+                " symbol TEXT, timeframe INTEGER, time TEXT, close REAL)",
+            )
+            conn.executemany(
+                "INSERT INTO rates(symbol, timeframe, time, close) VALUES (?, ?, ?, ?)",
+                [
+                    ("EURUSD", 1, "2024-01-01T00:00:00+00:00", 1.0),
+                    ("EURUSD", TIMEFRAME_MAP["H1"], "2024-01-01T01:00:00+00:00", 1.1),
+                ],
+            )
+            create_rate_compatibility_views(conn)
+        assert resolve_rate_view_name(db_path, "EURUSD", "M1") == "rate_EURUSD__M1_1"
+        assert (
+            resolve_rate_view_name(db_path, "EURUSD", "H1") == "rate_EURUSD__H1_16385"
+        )
+
+    def test_prefers_multi_name_when_both_candidate_views_exist(
+        self,
+        tmp_path: Path,
+    ) -> None:
+        """Test multi-timeframe metadata wins over stale single-timeframe views."""
+        db_path = tmp_path / "stale-and-current-views.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute(
+                "CREATE TABLE rates("
+                " symbol TEXT, timeframe INTEGER, time TEXT, close REAL)",
+            )
+            conn.executemany(
+                "INSERT INTO rates(symbol, timeframe, time, close) VALUES (?, ?, ?, ?)",
+                [
+                    ("EURUSD", 1, "2024-01-01T00:00:00+00:00", 1.0),
+                    ("EURUSD", TIMEFRAME_MAP["H1"], "2024-01-01T01:00:00+00:00", 1.1),
+                ],
+            )
+            conn.execute(
+                'CREATE VIEW "rate_EURUSD__1" AS'
+                " SELECT time, close FROM rates"
+                " WHERE symbol = 'EURUSD' AND timeframe = 1",
+            )
+            conn.execute(
+                'CREATE VIEW "rate_EURUSD__M1_1" AS'
+                " SELECT time, close FROM rates"
+                " WHERE symbol = 'EURUSD' AND timeframe = 1",
+            )
+        assert resolve_rate_view_name(db_path, "EURUSD", "M1") == "rate_EURUSD__M1_1"
+
+    def test_prefers_existing_view_when_metadata_unavailable(
+        self,
+        tmp_path: Path,
+    ) -> None:
+        """Test an existing managed view is preferred without rates metadata."""
+        db_path = tmp_path / "view-only.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE ticks(symbol TEXT, time TEXT)")
+            conn.execute('CREATE VIEW "rate_EURUSD__M1_1" AS SELECT 1 AS close')
+        assert resolve_rate_view_name(db_path, "EURUSD", "M1") == "rate_EURUSD__M1_1"
+
+    def test_symbol_absent_from_rates_metadata_uses_candidate_pair(
+        self,
+        tmp_path: Path,
+    ) -> None:
+        """Test symbols missing from rates metadata still resolve known views."""
+        db_path = tmp_path / "other-symbol-only.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute(
+                "CREATE TABLE rates("
+                " symbol TEXT, timeframe INTEGER, time TEXT, close REAL)",
+            )
+            conn.execute(
+                "INSERT INTO rates(symbol, timeframe, time, close) VALUES (?, ?, ?, ?)",
+                ("GBPUSD", 1, "2024-01-01T00:00:00+00:00", 1.0),
+            )
+            conn.execute(
+                'CREATE VIEW "rate_EURUSD__1" AS'
+                " SELECT time, close FROM rates"
+                " WHERE symbol = 'EURUSD' AND timeframe = 1",
+            )
+        assert resolve_rate_view_name(db_path, "EURUSD", "M1") == "rate_EURUSD__1"
+
+    def test_ignores_non_compatibility_rate_views(self, tmp_path: Path) -> None:
+        """Test unrelated rate_* views without the __ separator are ignored."""
+        db_path = tmp_path / "summary-view.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE ticks(symbol TEXT, time TEXT)")
+            conn.execute('CREATE VIEW "rate_summary" AS SELECT 1 AS close')
+        assert resolve_rate_view_name(db_path, "EURUSD", "M1") == "rate_EURUSD__1"
+
+    def test_invalid_granularity_propagates_value_error(self, tmp_path: Path) -> None:
+        """Test invalid granularities raise ValueError from parse_timeframe."""
+        with pytest.raises(ValueError, match="Invalid timeframe"):
+            resolve_rate_view_name(tmp_path / "unused.db", "EURUSD", "BAD")
+        with pytest.raises(ValueError, match="Invalid timeframe"):
+            resolve_rate_view_names(tmp_path / "unused.db", ["EURUSD"], ["BAD"])
+
+    def test_resolve_rate_view_names_for_multiple_pairs(self, tmp_path: Path) -> None:
+        """Test batch resolution returns row-major symbol/granularity pairs."""
+        db_path = tmp_path / "batch-resolve.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute(
+                "CREATE TABLE rates("
+                " symbol TEXT, timeframe INTEGER, time TEXT, close REAL)",
+            )
+            conn.executemany(
+                "INSERT INTO rates(symbol, timeframe, time, close) VALUES (?, ?, ?, ?)",
+                [
+                    ("EURUSD", 1, "2024-01-01T00:00:00+00:00", 1.0),
+                    ("EURUSD", TIMEFRAME_MAP["H1"], "2024-01-01T01:00:00+00:00", 1.1),
+                    ("GBPUSD", 1, "2024-01-01T00:00:00+00:00", 1.2),
+                ],
+            )
+            create_rate_compatibility_views(conn)
+        assert resolve_rate_view_names(
+            db_path,
+            ["EURUSD", "GBPUSD"],
+            ["M1", "H1"],
+        ) == [
+            "rate_EURUSD__M1_1",
+            "rate_EURUSD__H1_16385",
+            "rate_GBPUSD__1",
+            "rate_GBPUSD__16385",
+        ]
+
+    @pytest.mark.parametrize(
+        "symbol",
+        ["EUR/USD", "US500.cash", "#US500"],
+    )
+    def test_supports_broker_specific_symbols(
+        self,
+        tmp_path: Path,
+        symbol: str,
+    ) -> None:
+        """Test broker-specific symbols resolve to safely created view names."""
+        db_path = tmp_path / "broker-symbol-resolve.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute(
+                "CREATE TABLE rates("
+                " symbol TEXT, timeframe INTEGER, time TEXT, close REAL)",
+            )
+            conn.execute(
+                "INSERT INTO rates(symbol, timeframe, time, close) VALUES (?, ?, ?, ?)",
+                (symbol, 1, "2024-01-01T00:00:00+00:00", 1.0),
+            )
+            create_rate_compatibility_views(conn)
+        assert resolve_rate_view_name(db_path, symbol, "M1") == build_rate_view_name(
+            symbol=symbol,
+            granularity="M1",
+            granularity_count=1,
+            timeframe=1,
+        )
+
+    def test_accepts_open_sqlite_connection(self, tmp_path: Path) -> None:
+        """Test resolver accepts an already-open SQLite connection."""
+        db_path = tmp_path / "open-connection.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute(
+                "CREATE TABLE rates("
+                " symbol TEXT, timeframe INTEGER, time TEXT, close REAL)",
+            )
+            conn.execute(
+                "INSERT INTO rates(symbol, timeframe, time, close) VALUES (?, ?, ?, ?)",
+                ("EURUSD", 1, "2024-01-01T00:00:00+00:00", 1.0),
+            )
+            create_rate_compatibility_views(conn)
+            assert resolve_rate_view_name(conn, "EURUSD", "M1") == "rate_EURUSD__1"
+
+    def test_require_existing_raises_when_database_missing(
+        self,
+        tmp_path: Path,
+    ) -> None:
+        """Test strict mode rejects missing database paths."""
+        db_path = tmp_path / "missing.db"
+        with pytest.raises(ValueError, match="SQLite database not found"):
+            resolve_rate_view_name(
+                db_path,
+                "EURUSD",
+                "M1",
+                require_existing=True,
+            )
+        with pytest.raises(ValueError, match="SQLite database not found"):
+            resolve_rate_view_names(
+                db_path,
+                ["EURUSD"],
+                ["M1"],
+                require_existing=True,
+            )
+
+    def test_require_existing_raises_when_view_missing(self, tmp_path: Path) -> None:
+        """Test strict mode rejects databases without matching rate views."""
+        db_path = tmp_path / "no-view.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE ticks(symbol TEXT, time TEXT)")
+        with pytest.raises(ValueError, match="No rate compatibility view exists"):
+            resolve_rate_view_name(
+                db_path,
+                "EURUSD",
+                "M1",
+                require_existing=True,
+            )
+        with pytest.raises(ValueError, match="No rate compatibility view exists"):
+            resolve_rate_view_names(
+                db_path,
+                ["EURUSD"],
+                ["M1"],
+                require_existing=True,
+            )
+
+    def test_require_existing_returns_existing_view(self, tmp_path: Path) -> None:
+        """Test strict mode returns a view when one exists."""
+        db_path = tmp_path / "existing-view.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute(
+                "CREATE TABLE rates("
+                " symbol TEXT, timeframe INTEGER, time TEXT, close REAL)",
+            )
+            conn.execute(
+                "INSERT INTO rates(symbol, timeframe, time, close) VALUES (?, ?, ?, ?)",
+                ("EURUSD", 1, "2024-01-01T00:00:00+00:00", 1.0),
+            )
+            create_rate_compatibility_views(conn)
+        assert (
+            resolve_rate_view_name(
+                db_path,
+                "EURUSD",
+                "M1",
+                require_existing=True,
+            )
+            == "rate_EURUSD__1"
+        )
+        assert resolve_rate_view_names(
+            db_path,
+            ["EURUSD"],
+            ["M1"],
+            require_existing=True,
+        ) == ["rate_EURUSD__1"]
+
+
 class TestQuoteSqliteIdentifier:
     """Tests for quote_sqlite_identifier."""
 
@@ -61,6 +340,147 @@ class TestQuoteSqliteIdentifier:
         assert quoted.endswith('"')
 
 
+class TestLoadRateData:
+    """Tests for SQLite rate-like table and view loading."""
+
+    def test_loads_close_rates_from_path_with_count(self, tmp_path: Path) -> None:
+        """Test loading the latest close-based rates in ascending time order."""
+        db_path = tmp_path / "rates.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE rates(time TEXT, close REAL)")
+            conn.executemany(
+                "INSERT INTO rates(time, close) VALUES (?, ?)",
+                [
+                    ("2024-01-01T00:00:00+00:00", 1.0),
+                    ("2024-01-01T00:02:00+00:00", 1.2),
+                    ("2024-01-01T00:01:00+00:00", 1.1),
+                ],
+            )
+        frame = load_rate_data(db_path, "rates", count=2)
+        assert list(frame["close"]) == [1.1, 1.2]
+        assert isinstance(frame.index, pd.DatetimeIndex)
+        assert frame.index.name == "time"
+        assert frame.index.is_monotonic_increasing
+
+    def test_loads_ask_bid_tick_like_rates_from_connection(
+        self,
+        tmp_path: Path,
+    ) -> None:
+        """Test loading tick-like tables with bid and ask columns."""
+        db_path = tmp_path / "ticks.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE ticks(time TEXT, bid REAL, ask REAL)")
+            conn.execute(
+                "INSERT INTO ticks(time, bid, ask) VALUES (?, ?, ?)",
+                ("2024-01-01T00:00:00+00:00", 1.0, 1.1),
+            )
+            frame = load_rate_data_from_connection(conn, "ticks")
+            path_frame = load_rate_data(conn, "ticks")
+        assert frame.iloc[0].to_dict() == {"bid": 1.0, "ask": 1.1}
+        assert path_frame.iloc[0].to_dict() == {"bid": 1.0, "ask": 1.1}
+
+    def test_loads_from_view(self, tmp_path: Path) -> None:
+        """Test loading from a SQLite view."""
+        db_path = tmp_path / "view.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE rates(time TEXT, close REAL)")
+            conn.execute(
+                "INSERT INTO rates(time, close) VALUES (?, ?)",
+                ("2024-01-01T00:00:00+00:00", 1.0),
+            )
+            conn.execute("CREATE VIEW rate_view AS SELECT time, close FROM rates")
+            frame = load_rate_data_from_connection(conn, "rate_view")
+        assert list(frame["close"]) == [1.0]
+
+    def test_loads_quoted_identifier(self, tmp_path: Path) -> None:
+        """Test table names are quoted safely."""
+        db_path = tmp_path / "quoted.db"
+        table = 'rate "quoted"'
+        quoted = quote_sqlite_identifier(table)
+        with sqlite3.connect(db_path) as conn:
+            conn.execute(f"CREATE TABLE {quoted}(time TEXT, close REAL)")
+            conn.execute(
+                f"INSERT INTO {quoted}(time, close) VALUES (?, ?)",  # noqa: S608
+                ("2024-01-01T00:00:00+00:00", 1.0),
+            )
+            frame = load_rate_data_from_connection(conn, table)
+        assert list(frame["close"]) == [1.0]
+
+    def test_rejects_missing_database_and_non_file(self, tmp_path: Path) -> None:
+        """Test path validation for SQLite database inputs."""
+        with pytest.raises(ValueError, match="SQLite database not found"):
+            load_rate_data(tmp_path / "missing.db", "rates")
+        with pytest.raises(ValueError, match="not a file"):
+            load_rate_data(tmp_path, "rates")
+
+    @pytest.mark.parametrize(
+        ("table", "count", "match"),
+        [
+            ("", None, "must not be empty"),
+            ("rates", 0, "count must be positive"),
+            ("rates", -1, "count must be positive"),
+        ],
+    )
+    def test_rejects_invalid_inputs(
+        self,
+        tmp_path: Path,
+        table: str,
+        count: int | None,
+        match: str,
+    ) -> None:
+        """Test request validation."""
+        db_path = tmp_path / "invalid-inputs.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE rates(time TEXT, close REAL)")
+            with pytest.raises(ValueError, match=match):
+                load_rate_data_from_connection(conn, table, count=count)
+
+    @pytest.mark.parametrize(
+        ("ddl", "match"),
+        [
+            ("CREATE TABLE rates(time TEXT, close REAL)", "contains no rows"),
+            ("CREATE TABLE rates(close REAL)", "time column"),
+            ("CREATE TABLE rates(time TEXT, open REAL)", "close, or both ask and bid"),
+        ],
+    )
+    def test_rejects_invalid_tables(
+        self,
+        tmp_path: Path,
+        ddl: str,
+        match: str,
+    ) -> None:
+        """Test missing table, empty table, and invalid schemas."""
+        db_path = tmp_path / "invalid-tables.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute(ddl)
+            with pytest.raises(ValueError, match=match):
+                load_rate_data_from_connection(conn, "rates")
+            with pytest.raises(ValueError, match="not found"):
+                load_rate_data_from_connection(conn, "missing")
+
+    def test_rejects_invalid_timestamp(self, tmp_path: Path) -> None:
+        """Test unparsable timestamps fail clearly."""
+        db_path = tmp_path / "invalid-time.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE rates(time TEXT, close REAL)")
+            conn.execute("INSERT INTO rates(time, close) VALUES (?, ?)", ("bad", 1.0))
+            with pytest.raises(ValueError, match="unparsable time"):
+                load_rate_data_from_connection(conn, "rates")
+
+    def test_loads_numeric_mt5_epoch_seconds(self, tmp_path: Path) -> None:
+        """Test MT5-native integer timestamps are parsed as epoch seconds."""
+        db_path = tmp_path / "epoch-rates.db"
+        with sqlite3.connect(db_path) as conn:
+            conn.execute("CREATE TABLE rates(time INTEGER, close REAL)")
+            conn.execute(
+                "INSERT INTO rates(time, close) VALUES (?, ?)",
+                (1_704_067_200, 1.0),
+            )
+            frame = load_rate_data_from_connection(conn, "rates")
+        assert frame.index[0] == pd.Timestamp("2024-01-01", tz="UTC")
+        assert list(frame["close"]) == [1.0]
+
+
 class TestResolveHistorySettings:
     """Tests for history dataset and timeframe resolution."""
 

tests/test_sdk.py

@@ -4,9 +4,9 @@ from __future__ import annotations
 
 import logging
 import sqlite3
-from datetime import UTC, datetime
+from datetime import UTC, datetime, timedelta
-from typing import TYPE_CHECKING
+from typing import TYPE_CHECKING, NamedTuple, cast
-from unittest.mock import MagicMock
+from unittest.mock import MagicMock, call
 
 import pandas as pd
 import pytest
@@ -15,6 +15,8 @@ from pytest_mock import MockerFixture  # noqa: TC002
 if TYPE_CHECKING:
     from pathlib import Path
 
+    from pdmt5 import Mt5DataClient
+
 from mt5cli import sdk
 from mt5cli.history import DEFAULT_HISTORY_TIMEFRAMES
 from mt5cli.sdk import (
@@ -22,6 +24,7 @@ from mt5cli.sdk import (
     account_info,
     build_config,
     collect_history,
+    collect_latest_rates,
     copy_rates_from,
     copy_rates_from_pos,
     copy_rates_range,
@@ -30,9 +33,15 @@ from mt5cli.sdk import (
     history_deals,
     history_orders,
     last_error,
+    latest_rates,
     market_book,
+    minimum_margins,
+    mt5_summary,
+    mt5_summary_as_df,
     orders,
     positions,
+    recent_history_deals,
+    recent_ticks,
     symbol_info,
     symbol_info_tick,
     symbols,
@@ -43,6 +52,32 @@ from mt5cli.sdk import (
 )
 from mt5cli.utils import Dataset
 
+
+class _TerminalInfo(NamedTuple):
+    connected: bool
+    path: str
+
+
+class _AccountInfo(NamedTuple):
+    login: int
+    limits: dict[str, object]
+
+
+class _MissingSummaryMethodClient:
+    def version(self) -> tuple[int, int, int]:
+        return (5, 0, 1)
+
+    def terminal_info(self) -> dict[str, bool]:
+        return {"connected": True}
+
+    def symbols_total(self) -> int:
+        return 42
+
+
+class _NonCallableSummaryMethodClient:
+    version = (5, 0, 1)
+
+
 _DEALS_FIXTURE: dict[str, list[object]] = {
     "ticket": [1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14],
     "position_id": [100, 100, 100, 0, 200, 200, 300, 400, 400, 500, 500, 600, 600, 600],
@@ -230,6 +265,32 @@ class TestConnectionLifecycle:
         client = Mt5CliClient()
         client.__exit__(None, None, None)
 
+    def test_injected_client_is_reused_and_not_shutdown(self) -> None:
+        """Test injected connected clients are not initialized or shut down."""
+        connected = MagicMock()
+        connected.account_info_as_df.return_value = pd.DataFrame({"a": [1]})
+        connected.terminal_info_as_df.return_value = pd.DataFrame({"b": [2]})
+        with Mt5CliClient.from_connected_client(connected) as client:
+            result = client.account_info()
+        assert result.to_dict("list") == {"a": [1]}
+        connected.initialize_and_login_mt5.assert_not_called()
+        connected.shutdown.assert_not_called()
+        connected.account_info_as_df.assert_called_once()
+        after_exit = client.terminal_info()
+        assert after_exit.to_dict("list") == {"b": [2]}
+        connected.terminal_info_as_df.assert_called_once()
+
+    def test_constructor_injected_client_is_reused_and_not_shutdown(self) -> None:
+        """Test constructor injection has the same non-owning lifecycle."""
+        connected = MagicMock()
+        connected.terminal_info_as_df.return_value = pd.DataFrame({"b": [2]})
+        client = Mt5CliClient(client=connected)
+        with client:
+            result = client.terminal_info()
+        assert result.to_dict("list") == {"b": [2]}
+        connected.initialize_and_login_mt5.assert_not_called()
+        connected.shutdown.assert_not_called()
+
 
 class TestModuleFunctions:
     """Tests for module-level SDK wrappers."""
@@ -269,6 +330,7 @@ class TestModuleFunctions:
             (last_error, (), "last_error_as_df"),
             (symbol_info_tick, ("EURUSD",), "symbol_info_tick_as_df"),
             (market_book, ("EURUSD",), "market_book_get_as_df"),
+            (latest_rates, ("EURUSD", "M1", 10), "copy_rates_from_pos_as_df"),
         ],
     )
     def test_module_functions_delegate(
@@ -352,6 +414,214 @@ class TestMt5CliClient:
         assert isinstance(df, pd.DataFrame)
         mock_client.copy_rates_range_as_df.assert_called_once()
 
+    def test_latest_rates_delegates_to_copy_rates_from_pos(
+        self,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test latest_rates is a convenience wrapper for positional rates."""
+        Mt5CliClient().latest_rates("EURUSD", "M1", 5, start_pos=2)
+        mock_client.copy_rates_from_pos_as_df.assert_called_once_with(
+            symbol="EURUSD",
+            timeframe=1,
+            start_pos=2,
+            count=5,
+        )
+
+    def test_latest_rates_rejects_non_positive_count(self) -> None:
+        """Test latest_rates validates count."""
+        with pytest.raises(ValueError, match="count must be positive"):
+            Mt5CliClient().latest_rates("EURUSD", "M1", 0)
+
+    def test_collect_latest_rates_returns_mapping(
+        self,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test multi-target latest rate collection."""
+        result = collect_latest_rates(["EURUSD", "GBPUSD"], ["M1", "H1"], count=3)
+        assert set(result) == {
+            ("EURUSD", 1),
+            ("EURUSD", 16385),
+            ("GBPUSD", 1),
+            ("GBPUSD", 16385),
+        }
+        assert mock_client.copy_rates_from_pos_as_df.call_count == 4
+
+    def test_collect_latest_rates_uses_single_transient_connection(
+        self,
+        mock_client: MagicMock,
+        mocker: MockerFixture,
+    ) -> None:
+        """Test module helper opens one connection for all target pairs."""
+        mt5_data_client = mocker.patch(
+            "mt5cli.sdk.Mt5DataClient",
+            return_value=mock_client,
+        )
+
+        collect_latest_rates(["EURUSD", "GBPUSD"], ["M1", "H1"], count=3)
+
+        mt5_data_client.assert_called_once()
+        mock_client.initialize_and_login_mt5.assert_called_once()
+        mock_client.shutdown.assert_called_once()
+        assert mock_client.copy_rates_from_pos_as_df.call_count == 4
+        mock_client.copy_rates_from_pos_as_df.assert_has_calls(
+            [
+                call(symbol="EURUSD", timeframe=1, start_pos=0, count=3),
+                call(symbol="EURUSD", timeframe=16385, start_pos=0, count=3),
+                call(symbol="GBPUSD", timeframe=1, start_pos=0, count=3),
+                call(symbol="GBPUSD", timeframe=16385, start_pos=0, count=3),
+            ],
+        )
+
+    @pytest.mark.parametrize(
+        ("symbols", "timeframes", "match"),
+        [
+            ([], ["M1"], "At least one symbol"),
+            (["EURUSD"], [], "At least one timeframe"),
+        ],
+    )
+    def test_collect_latest_rates_rejects_empty_inputs(
+        self,
+        symbols: list[str],
+        timeframes: list[str],
+        match: str,
+    ) -> None:
+        """Test multi-target latest rate input validation."""
+        with pytest.raises(ValueError, match=match):
+            Mt5CliClient().collect_latest_rates(symbols, timeframes, count=1)
+
+    def test_recent_history_deals_uses_trailing_window(
+        self,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test recent_history_deals calculates date_from from hours."""
+        result = recent_history_deals(
+            6,
+            date_to="2024-01-02T00:00:00+00:00",
+            group="*",
+            symbol="EURUSD",
+        )
+        assert isinstance(result, pd.DataFrame)
+        mock_client.history_deals_get_as_df.assert_called_once_with(
+            date_from=datetime(2024, 1, 1, 18, tzinfo=UTC),
+            date_to=datetime(2024, 1, 2, tzinfo=UTC),
+            group="*",
+            symbol="EURUSD",
+            ticket=None,
+            position=None,
+        )
+
+    def test_recent_history_deals_defaults_date_to_now(
+        self,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test recent_history_deals uses current UTC time when date_to is omitted."""
+        before = datetime.now(UTC)
+        recent_history_deals(1.0)
+        after = datetime.now(UTC)
+        call_kwargs = mock_client.history_deals_get_as_df.call_args.kwargs
+        assert before <= call_kwargs["date_to"] <= after
+        assert call_kwargs["date_from"] == call_kwargs["date_to"] - timedelta(hours=1)
+
+    def test_recent_history_deals_rejects_non_positive_hours(self) -> None:
+        """Test recent_history_deals validates hours."""
+        with pytest.raises(ValueError, match="hours must be positive"):
+            Mt5CliClient().recent_history_deals(0)
+
+    def test_mt5_summary_returns_status_mapping(
+        self,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test mt5_summary calls raw terminal/account status methods."""
+        mock_client.version.return_value = (5, 0, 1)
+        mock_client.terminal_info.return_value = {"connected": True}
+        mock_client.account_info.return_value = {"login": 123}
+        mock_client.symbols_total.return_value = 42
+        assert mt5_summary() == {
+            "version": [5, 0, 1],
+            "terminal_info": {"connected": True},
+            "account_info": {"login": 123},
+            "symbols_total": 42,
+        }
+
+    def test_mt5_summary_normalizes_namedtuple_values(
+        self,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test mt5_summary returns structured plain Python values."""
+        mock_client.version.return_value = (5, 0, 1)
+        mock_client.terminal_info.return_value = _TerminalInfo(
+            connected=True,
+            path="terminal.exe",
+        )
+        mock_client.account_info.return_value = _AccountInfo(
+            login=123,
+            limits={"modes": ("netting", "hedging"), "servers": ["demo"]},
+        )
+        mock_client.symbols_total.return_value = 42
+
+        assert mt5_summary() == {
+            "version": [5, 0, 1],
+            "terminal_info": {"connected": True, "path": "terminal.exe"},
+            "account_info": {
+                "login": 123,
+                "limits": {"modes": ["netting", "hedging"], "servers": ["demo"]},
+            },
+            "symbols_total": 42,
+        }
+
+    def test_mt5_summary_as_df_stringifies_nested_values(
+        self,
+        mock_client: MagicMock,
+    ) -> None:
+        """Test mt5_summary_as_df returns export-safe tabular values."""
+        mock_client.version.return_value = (5, 0, 1)
+        mock_client.terminal_info.return_value = _TerminalInfo(
+            connected=True,
+            path="terminal.exe",
+        )
+        mock_client.account_info.return_value = _AccountInfo(
+            login=123,
+            limits={"modes": ("netting", "hedging"), "servers": ["demo"]},
+        )
+        mock_client.symbols_total.return_value = 42
+
+        result = mt5_summary_as_df()
+
+        assert len(result) == 1
+        assert result.iloc[0].to_dict() == {
+            "version": "[5,0,1]",
+            "terminal_info": '{"connected":true,"path":"terminal.exe"}',
+            "account_info": (
+                '{"limits":{"modes":["netting","hedging"],'
+                '"servers":["demo"]},"login":123}'
+            ),
+            "symbols_total": 42,
+        }
+
+    def test_mt5_summary_missing_method_raises_clear_error(self) -> None:
+        """Test mt5_summary fails clearly when a required method is missing."""
+        client = Mt5CliClient(
+            client=cast("Mt5DataClient", _MissingSummaryMethodClient()),
+        )
+
+        with pytest.raises(
+            AttributeError,
+            match="MT5 client is missing required method: account_info",
+        ):
+            client.mt5_summary()
+
+    def test_mt5_summary_non_callable_method_raises_clear_error(self) -> None:
+        """Test mt5_summary fails clearly when a required method is not callable."""
+        client = Mt5CliClient(
+            client=cast("Mt5DataClient", _NonCallableSummaryMethodClient()),
+        )
+
+        with pytest.raises(
+            TypeError,
+            match="MT5 client attribute is not callable: version",
+        ):
+            client.mt5_summary()
+
 
 class TestCollectHistory:
     """Tests for collect_history SDK function."""
@@ -808,3 +1078,173 @@ class TestUpdateHistory:
         )
         after = datetime.now(UTC)
         assert before <= captured["end"] <= after
+
+
+class TestRecentTicks:
+    """Tests for recent_ticks helper."""
+
+    def test_recent_ticks_uses_explicit_date_to_window(
+        self,
+        mocker: MockerFixture,
+    ) -> None:
+        """Test recent_ticks fetches the requested trailing window."""
+        client = MagicMock()
+        end = datetime(2024, 1, 2, 12, 0, 0, tzinfo=UTC)
+        client.copy_ticks_from_as_df.return_value = pd.DataFrame({
+            "time": [end],
+            "bid": [1.0],
+        })
+        mocker.patch("mt5cli.sdk.Mt5DataClient", return_value=client)
+        result = recent_ticks(
+            "EURUSD",
+            60,
+            date_to=end,
+            count=100,
+            flags="INFO",
+            config=build_config(login=123),
+        )
+        assert isinstance(result, pd.DataFrame)
+        client.copy_ticks_from_as_df.assert_called_once_with(
+            symbol="EURUSD",
+            date_from=end - timedelta(seconds=60),
+            count=100,
+            flags=2,
+        )
+        client.copy_ticks_range_as_df.assert_not_called()
+
+    def test_recent_ticks_uses_latest_tick_when_date_to_omitted(
+        self,
+        mocker: MockerFixture,
+    ) -> None:
+        """Test recent_ticks anchors the window on the latest tick time."""
+        client = MagicMock()
+        tick = MagicMock()
+        tick.time = datetime(2024, 1, 2, 12, 0, 0, tzinfo=UTC)
+        client.symbol_info_tick.return_value = tick
+        client.copy_ticks_from_as_df.return_value = pd.DataFrame({
+            "time": [1, 2],
+            "bid": [1.0, 1.1],
+        })
+        client.copy_ticks_range_as_df.return_value = pd.DataFrame({
+            "time": [1, 2, 3],
+            "bid": [1.0, 1.1, 1.2],
+        })
+        mocker.patch("mt5cli.sdk.Mt5DataClient", return_value=client)
+        result = Mt5CliClient().recent_ticks("EURUSD", 30, count=2, flags="ALL")
+        assert len(result) == 2
+        client.symbol_info_tick.assert_called_once_with("EURUSD")
+        client.copy_ticks_from_as_df.assert_called_once()
+        _, kwargs = client.copy_ticks_range_as_df.call_args
+        assert kwargs["symbol"] == "EURUSD"
+        assert kwargs["date_to"] == tick.time
+        assert kwargs["date_from"] == tick.time - timedelta(seconds=30)
+        assert kwargs["flags"] == 1
+
+    def test_recent_ticks_rejects_unsupported_tick_time(
+        self,
+        mocker: MockerFixture,
+    ) -> None:
+        """Test recent_ticks raises when the latest tick time is unsupported."""
+        client = MagicMock()
+        tick = MagicMock()
+        tick.time = object()
+        client.symbol_info_tick.return_value = tick
+        mocker.patch("mt5cli.sdk.Mt5DataClient", return_value=client)
+        with pytest.raises(TypeError, match="Unsupported tick time value"):
+            Mt5CliClient().recent_ticks("EURUSD", 30)
+
+    @pytest.mark.parametrize(
+        "tick_time",
+        [
+            "2024-01-02T12:00:00+00:00",
+            1704196800,
+        ],
+    )
+    def test_recent_ticks_coerces_string_and_unix_tick_times(
+        self,
+        mocker: MockerFixture,
+        tick_time: str | int,
+    ) -> None:
+        """Test recent_ticks accepts string and unix tick timestamps."""
+        client = MagicMock()
+        tick = MagicMock()
+        tick.time = tick_time
+        client.symbol_info_tick.return_value = tick
+        expected_end = (
+            datetime(2024, 1, 2, 12, 0, 0, tzinfo=UTC)
+            if isinstance(tick_time, str)
+            else datetime.fromtimestamp(tick_time, tz=UTC)
+        )
+        client.copy_ticks_from_as_df.return_value = pd.DataFrame({
+            "time": [expected_end],
+        })
+        mocker.patch("mt5cli.sdk.Mt5DataClient", return_value=client)
+        Mt5CliClient().recent_ticks("EURUSD", 30)
+        _, kwargs = client.copy_ticks_from_as_df.call_args
+        assert kwargs["date_from"] == expected_end - timedelta(seconds=30)
+
+    def test_recent_ticks_returns_full_frame_when_count_not_positive(
+        self,
+        mocker: MockerFixture,
+    ) -> None:
+        """Test non-positive count returns the full range without trimming."""
+        client = MagicMock()
+        end = datetime(2024, 1, 2, 12, 0, 0, tzinfo=UTC)
+        client.copy_ticks_range_as_df.return_value = pd.DataFrame({
+            "time": [1, 2, 3],
+            "bid": [1.0, 1.1, 1.2],
+        })
+        mocker.patch("mt5cli.sdk.Mt5DataClient", return_value=client)
+        result = recent_ticks(
+            "EURUSD",
+            60,
+            date_to=end,
+            count=0,
+            config=build_config(login=123),
+        )
+        assert len(result) == 3
+        client.copy_ticks_from_as_df.assert_not_called()
+        client.copy_ticks_range_as_df.assert_called_once_with(
+            symbol="EURUSD",
+            date_from=end - timedelta(seconds=60),
+            date_to=end,
+            flags=1,
+        )
+
+
+class TestMinimumMargins:
+    """Tests for minimum_margins helper."""
+
+    def test_minimum_margins_shape(
+        self,
+        mocker: MockerFixture,
+    ) -> None:
+        """Test minimum_margins returns the expected summary columns."""
+        client = MagicMock()
+        sym = MagicMock(volume_min=0.01)
+        account = MagicMock(currency="USD")
+        tick = MagicMock(ask=1.1010, bid=1.1000)
+        client.symbol_info.return_value = sym
+        client.account_info.return_value = account
+        client.symbol_info_tick.return_value = tick
+        client.order_calc_margin.side_effect = [12.5, 12.4]
+        client.mt5.ORDER_TYPE_BUY = 0
+        client.mt5.ORDER_TYPE_SELL = 1
+        mocker.patch("mt5cli.sdk.Mt5DataClient", return_value=client)
+
+        result = minimum_margins("EURUSD", config=build_config(login=123))
+
+        pd.testing.assert_frame_equal(
+            result,
+            pd.DataFrame([
+                {
+                    "symbol": "EURUSD",
+                    "account_currency": "USD",
+                    "volume_min": 0.01,
+                    "buy_margin": 12.5,
+                    "sell_margin": 12.4,
+                }
+            ]),
+        )
+        client.order_calc_margin.assert_any_call(0, "EURUSD", 0.01, 1.1010)
+        client.order_calc_margin.assert_any_call(1, "EURUSD", 0.01, 1.1000)

tests/test_utils.py

@@ -21,8 +21,10 @@ from mt5cli.utils import (
     TIMEFRAME_MAP,
     TIMEFRAME_TYPE,
     Dataset,
+    IfExists,
     detect_format,
     export_dataframe,
+    export_dataframe_to_sqlite,
     parse_datetime,
     parse_request,
     parse_tick_flags,
@@ -130,6 +132,112 @@ class TestExportDataframe:
             export_dataframe(sample_df, tmp_path / "out.txt", "xml")
 
 
+class TestExportDataframeToSqlite:
+    """Tests for export_dataframe_to_sqlite."""
+
+    def test_append_preserves_existing_rows(self, tmp_path: Path) -> None:
+        """Test append mode keeps prior rows in the SQLite table."""
+        output = tmp_path / "append.db"
+        first = pd.DataFrame({"id": [1], "value": ["a"]})
+        second = pd.DataFrame({"id": [2], "value": ["b"]})
+        export_dataframe_to_sqlite(first, output, "items", if_exists=IfExists.REPLACE)
+        export_dataframe_to_sqlite(second, output, "items", if_exists=IfExists.APPEND)
+        with sqlite3.connect(output) as conn:
+            result = pd.read_sql(  # type: ignore[reportUnknownMemberType]
+                "SELECT id, value FROM items ORDER BY id",
+                conn,
+            )
+        pd.testing.assert_frame_equal(
+            result,
+            pd.DataFrame({"id": [1, 2], "value": ["a", "b"]}),
+        )
+
+    def test_deduplicate_keeps_latest_row(self, tmp_path: Path) -> None:
+        """Test deduplication keeps the latest ROWID for key columns."""
+        output = tmp_path / "dedup.db"
+        first = pd.DataFrame({
+            "symbol": ["EURUSD", "EURUSD"],
+            "time": ["2024-01-01", "2024-01-01"],
+            "bid": [1.0, 1.1],
+        })
+        second = pd.DataFrame({
+            "symbol": ["EURUSD"],
+            "time": ["2024-01-01"],
+            "bid": [1.2],
+        })
+        export_dataframe_to_sqlite(
+            first,
+            output,
+            "ticks",
+            if_exists=IfExists.REPLACE,
+            deduplicate_on=("symbol", "time"),
+        )
+        export_dataframe_to_sqlite(
+            second,
+            output,
+            "ticks",
+            if_exists=IfExists.APPEND,
+            deduplicate_on=("symbol", "time"),
+        )
+        with sqlite3.connect(output) as conn:
+            result = pd.read_sql(  # type: ignore[reportUnknownMemberType]
+                "SELECT symbol, time, bid FROM ticks",
+                conn,
+            )
+        pd.testing.assert_frame_equal(
+            result.reset_index(drop=True),
+            pd.DataFrame({
+                "symbol": ["EURUSD"],
+                "time": ["2024-01-01"],
+                "bid": [1.2],
+            }),
+        )
+
+    def test_default_if_exists_appends_without_dropping_rows(
+        self,
+        tmp_path: Path,
+    ) -> None:
+        """Test the default append mode keeps prior rows."""
+        output = tmp_path / "default-append.db"
+        first = pd.DataFrame({"id": [1], "value": ["a"]})
+        second = pd.DataFrame({"id": [2], "value": ["b"]})
+        export_dataframe_to_sqlite(first, output, "items")
+        export_dataframe_to_sqlite(second, output, "items")
+        with sqlite3.connect(output) as conn:
+            result = pd.read_sql(  # type: ignore[reportUnknownMemberType]
+                "SELECT id, value FROM items ORDER BY id",
+                conn,
+            )
+        pd.testing.assert_frame_equal(
+            result,
+            pd.DataFrame({"id": [1, 2], "value": ["a", "b"]}),
+        )
+
+    def test_writes_index_with_label(self, tmp_path: Path) -> None:
+        """Test optional index export with a custom label."""
+        output = tmp_path / "index.db"
+        frame = pd.DataFrame(
+            {"value": [1.0]}, index=pd.Index(["EURUSD"], name="symbol")
+        )
+        export_dataframe_to_sqlite(
+            frame,
+            output,
+            "margins",
+            if_exists=IfExists.REPLACE,
+            index=True,
+            index_label="symbol",
+        )
+        with sqlite3.connect(output) as conn:
+            result = pd.read_sql(  # type: ignore[reportUnknownMemberType]
+                "SELECT symbol, value FROM margins",
+                conn,
+            )
+        pd.testing.assert_frame_equal(
+            result,
+            pd.DataFrame({"symbol": ["EURUSD"], "value": [1.0]}),
+        )
+
+
 # ---------------------------------------------------------------------------
 # Parse helpers
 # ---------------------------------------------------------------------------

uv.lock

@@ -487,7 +487,7 @@ wheels = [
 
 [[package]]
 name = "mt5cli"
-version = "0.4.2"
+version = "0.5.0"
 source = { editable = "." }
 dependencies = [
     { name = "click" },