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* feat: add CreateOAuthTokenHandler factory to Brokerage base class Introduce AuthenticationFailed event on TokenHandler raised when all retry attempts are exhausted. Add CreateOAuthTokenHandler<TRequest,TResponse> protected factory method on Brokerage that wires the event to OnMessage (BrokerageMessageType.Error), triggering graceful Lean shutdown on OAuth token refresh failure without requiring per-brokerage error logic. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * refactor: token retry logic: move to OAuthTokenHandler * refactor: replace generic OAuthTokenHandler with non-generic, require explicit token lifetime - Remove generic type parameters <TRequest, TResponse> from OAuthTokenHandler and CreateOAuthTokenHandler; use LeanAccessTokenMetaDataRequest and AccessTokenMetaDataResponse directly - Delete abstract AccessTokenMetaDataRequest; logic moved to LeanAccessTokenMetaDataRequest - Make tokenLifetime a required constructor parameter — each brokerage must explicitly declare its OAuth token lifetime to prevent silent 1-hour fallback bugs - Move expiry tracking into the handler via _tokenExpiresAt (written under lock before the volatile write of _tokenCredentials, ensuring correct visibility on the fast path) - Simplify AccessTokenMetaDataResponse to a concrete class with { get; set; } properties Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * test: add unit tests for OAuthTokenHandler and AccessTokenMetaDataResponse - Make ApiConnection.TryRequest<T>(HttpRequestMessage) virtual to allow test subclasses to intercept without real HTTP calls - Add AccessTokenMetaDataResponseTests: two parameterized cases verify that TokenType defaults to Bearer when absent from JSON (CharlesSchwab pattern) and deserializes correctly when present (Tastytrade pattern) - Add OAuthTokenHandlerTests with FakeApiConnection stub: CharlesSchwab-style response (no tokenType, 30-min lifetime) and Tastytrade-style response (explicit tokenType + expiresIn/tokenId, 15-min lifetime) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * refactor: backward-compatible OAuth auth with new LeanOAuthTokenHandler hierarchy - Restore master API: OAuthTokenHandler<TReq,TRes>, AccessTokenMetaDataRequest, AccessTokenMetaDataResponse, and TokenHandler stay source-compatible for old consumers - Extend TokenHandler with AuthenticationFailed event; simplify Send() (auth header only) - Add LeanOAuthTokenHandler: non-generic, thread-safe double-checked locking, explicit tokenLifetime, retry logic in GetAccessToken, fires AuthenticationFailed on exhaustion - Add OAuthTokenRequest / OAuthTokenResponse: concrete Lean platform request/response - Brokerage.CreateOAuthTokenHandler wires AuthenticationFailed to graceful shutdown - Update tests: OAuthTokenResponseTests, LeanOAuthTokenHandlerTests, TokenHandlerTests Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Some tweaks --------- Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com> Co-authored-by: Martin Molinero <martin.molinero1@gmail.com>
88 lines
3.5 KiB
C#
88 lines
3.5 KiB
C#
/*
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* QUANTCONNECT.COM - Democratizing Finance, Empowering Individuals.
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* Lean Algorithmic Trading Engine v2.0. Copyright 2014 QuantConnect Corporation.
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*
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* Licensed under the Apache License, Version 2.0 (the "License");
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* you may not use this file except in compliance with the License.
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* You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0
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*
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* Unless required by applicable law or agreed to in writing, software
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* distributed under the License is distributed on an "AS IS" BASIS,
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* WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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* See the License for the specific language governing permissions and
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* limitations under the License.
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*/
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using Newtonsoft.Json;
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using Newtonsoft.Json.Serialization;
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namespace QuantConnect.Brokerages.Authentication
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{
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/// <summary>
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/// Represents a Lean platform token request, including all fields required by the
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/// <c>live/auth0/refresh</c> endpoint. Optional fields are omitted from JSON when null.
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/// </summary>
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public class OAuthTokenRequest
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{
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/// <summary>
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/// Gets the name of the brokerage associated with the access token request.
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/// The value is normalized to lowercase.
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/// </summary>
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public string Brokerage { get; set; }
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/// <summary>
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/// Gets the account identifier associated with the brokerage.
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/// </summary>
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public string AccountId { get; set; }
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/// <summary>
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/// Gets the OAuth refresh token used to obtain a new access token.
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/// Omitted from JSON when null.
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/// </summary>
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public string RefreshToken { get; set; }
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/// <summary>
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/// Gets the Lean deploy identifier for brokerages that require it.
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/// Omitted from JSON when null.
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/// </summary>
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public string DeployId { get; set; }
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/// <summary>
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/// Initializes a new instance of <see cref="OAuthTokenRequest"/> with all fields.
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/// Use named parameters to supply only the fields required by the target brokerage.
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/// </summary>
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/// <param name="brokerage">The brokerage name. Normalized to lowercase.</param>
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/// <param name="accountId">The account number or identifier.</param>
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/// <param name="refreshToken">OAuth refresh token; omitted from JSON when null.</param>
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/// <param name="deployId">Lean deploy identifier; omitted from JSON when null.</param>
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public OAuthTokenRequest(
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string brokerage,
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string accountId,
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string refreshToken = null,
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string deployId = null)
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{
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#pragma warning disable CA1308 // Normalize strings to uppercase
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Brokerage = brokerage.ToLowerInvariant();
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#pragma warning restore CA1308 // Normalize strings to uppercase
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AccountId = accountId;
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RefreshToken = refreshToken;
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DeployId = deployId;
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}
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/// <summary>
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/// Serializes the request into a compact camelCase JSON string.
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/// Null properties are excluded from the output.
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/// </summary>
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/// <returns>A JSON string representing the current request.</returns>
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public string ToJson()
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{
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return JsonConvert.SerializeObject(this, new JsonSerializerSettings()
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{
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ContractResolver = new CamelCasePropertyNamesContractResolver(),
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NullValueHandling = NullValueHandling.Ignore,
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Formatting = Formatting.None
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});
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}
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}
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}
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