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CryptoExchange.Net/.github/copilot-instructions.md
T
Jan Korf e823114623 CryptoExchange V12 (#281)
* Result types:
  * (Web)CallResult types are replaced by HttpResult, WebSocketResult and QueryResult with the same logic
  * Updated result types to record type
  * Result creation can be done with (Http/WebSocket/Query)Result.Ok(..) and .Fail(..)
  * Removed implicit result type conversion to bool, `if (result)` no longer works, instead use `if (result.Success)`
  * Replaced CallResult.SuccessResult with CallResult.Ok()
  * Fixed result object nullability hinting, for example Data might be null if Success isn't checked for true

* Parameters & serialization:
  * Added support for `enabled` and `disabled` strings to bool converter
  * Removed ParameterCollection type, has been replaced by Parameters type
  * Removed ArraySerialization, OrderParameters and ParameterOrderComparer properties from RestApiClient, moved to ParameterSerializationsSettings
  * Updated RestRequestConfiguration in AuthenticationProvider.ProcessRequest to contain the full RequestDefinition instead of copied fields	

* Clients:
  * Updated Api client constructor logging parameter from ILogger to ILoggerFactory? 
  * Added Api client constructor exchange name parameter
  * Added ToString overrides on base API types
  * Added Exchange property on BaseApiClient
  * Added ApiCredentials property on IRestApiClient and ISocketApiClient interfaces
  * Updated ILogger source from client name to topic specific client name
  * Removed logging from client creation
  * Fixed BaseRestClient SetApiCredentials not marked as virtual

* Rest:
  * Added BaseAddress to RequestDefinition object
  * Updated RestApiClient AuthenticationProvider logic from private to protected and virtual
  * Removed RestApiClient.SendAsync baseAddress parameter removed
  * Removed RestApiClient.SendAsync without type parameter

* WebSocket:
  * Updated MessageRouting definition into CreateForEvent for subscriptions and CreateForQuery for queries
  * Improved Query type safety with CeateForQuery which allows second parameter for specifying the result type
  * Renamed MessageRouter.CreateWithoutHandler to CreateVoid
  * Updated SocketApiClient.GetSocketConnection to check connection uri instead of Tag for finding compatible connections
  * Removed unused UnhandledMessageExpected property SocketApiClient
  * Fixed issue in SocketApiClient.GetSocketConnection causing requests to always wait the full max 10 seconds when there was a reconnecting socket
	
* Shared APIs:
  * Updated Option definitions to always require the exchange name as first parameter
  * Added missing dedicated option types
  * Added Discover method on ISharedClient interface, returning info on supported capabilities and operations
  * Added SharedRequest GetParamValue helper method accepting multiple parameter names
  * Added ResetStaticExchangeParameters method on ExchangeParameters
  * Added Status property to SharedWithdrawal model
  * Added TradingModes property to SharedBalance model
  * Updated ExchangeSymbolCache to support multiple environments and additional key separation
  * Updated Shared ExchangeParameters parameter names to be case insensitive
  * Updated code comments
  * Replaced ExchangeResult with ExchangeCallResult type
  * Removed AsExchangeResult/ExchangeWebResult
  * Removed TradingMode from the response model, only maintained on models where it makes sense
  * Removed IListenKey support, listen keys now rely on internal management with TokenManager

* Rate limiting:
  * Fixed websocket connection attempts counting towards rate limit even when server could not be reached
  * Removed host from rate limit methods, now part of the already provided RequestDefinition
  * Added amount parameter to RateLimit Reset method to allow partially resetting the limit

* Added TokenManager implementation for automatic listenkey/token management
* Added UserClientProvider base class
* Added async streaming on UserDataTracker items with StreamUpdatesAsync
* Added cancellation token support to UserDataTracker starting
* Added Unit type for non-result types
* Added ServerError constructor taking ErrorType and message to make it easier to create
* Added SupportedEnvironments property to PlatformInfo
* Updated SymbolOrderBook DoResyncAsync to return CallResult instead of CallResult<bool> which was redundant
* Various small performance improvements
2026-06-29 10:38:09 +02:00

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Markdown

# Copilot Instructions for CryptoExchange.Net
This repository is **CryptoExchange.Net** — the base library powering 28+ cryptocurrency exchange wrappers in C#/.NET (Binance.Net, Bybit.Net, OKX.Net, Kraken.Net, Coinbase.Net, etc.).
When generating code in this ecosystem, follow these conventions:
## You don't install CryptoExchange.Net directly
Install the exchange-specific library you need (`Binance.Net`, `JK.OKX.Net`, `Bybit.Net`, ...) or `CryptoClients.Net` for the bundle. CryptoExchange.Net is pulled in as a dependency.
## Multi-exchange code uses SharedApis
For code that must work against multiple exchanges, use `CryptoExchange.Net.SharedApis` interfaces accessed via `.SharedClient` properties on each exchange's API surface:
```csharp
using CryptoExchange.Net.SharedApis;
ISpotTickerRestClient binance = new BinanceRestClient().SpotApi.SharedClient;
ISpotTickerRestClient okx = new OKXRestClient().UnifiedApi.SharedClient;
var symbol = new SharedSymbol(TradingMode.Spot, "BTC", "USDT");
var ticker = await binance.GetSpotTickerAsync(new GetTickerRequest(symbol));
```
Same code works on every exchange that implements the interface. Use `Task.WhenAll` for concurrent multi-exchange calls.
## Single-exchange code uses the exchange's own client
For Binance-only code, use `BinanceRestClient` directly (see Binance.Net repo `AGENTS.md`). SharedApis is for portability — use it when you need that.
## Result pattern
REST methods return `HttpResult<T>` and websocket subscription methods return `WebSocketResult<UpdateSubscription>`. Check `.Success` before `.Data`. `.Error` has structured info. `.Exchange` on shared clients identifies which exchange responded.
## Available shared interfaces
REST: tickers, symbols, orderbook, klines, trades, orders (spot/futures, trigger, TP-SL), balances, positions, fees, deposits/withdrawals, transfers.
WebSocket: tickers, book tickers, orderbook, trades, klines, user data.
Each exchange library implements a subset. Check exchange docs for support matrix.
## Avoid
- Installing `CryptoExchange.Net` alone and trying to call exchange APIs (need exchange-specific packages)
- Mixing exchange-native models in cross-exchange code (use Shared* types)
- Synchronous `.Result` / `.Wait()` (use `await`)
- Instantiating clients per-request (use DI, reuse instances)
- Sequential per-exchange calls when parallel is fine (`Task.WhenAll`)
## Reference
For detailed patterns see `AGENTS.md` and `llms.txt` in repo root, `examples/ai-friendly/` for compilable examples.