finrb 0.0.1 → 0.1.0

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@@ -0,0 +1,7 @@
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+
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+ version: 2
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+ updates:
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+ - package-ecosystem: "bundler" # See documentation for possible values
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+ directory: "/" # Location of package manifests
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+ schedule:
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+ interval: "weekly"
@@ -0,0 +1,15 @@
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+ ### Steps to reproduce
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+
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+ ```ruby
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+ # Your reproduction script goes here
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+ ```
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+
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+ ### Expected behavior
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+ <!-- Tell us what should happen -->
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+
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+ ### Actual behavior
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+ <!-- Tell us what happens instead -->
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+
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+ ### System configuration
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+
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+ **Ruby version**:
@@ -0,0 +1,17 @@
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+ ### Summary
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+
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+ <!-- Provide a general description of the code changes in your pull
4
+ request... were there any bugs you had fixed? If so, mention them. If
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+ these bugs have open GitHub issues, be sure to tag them here as well,
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+ to keep the conversation linked together. -->
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+
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+ ### Other Information
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+
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+ <!-- If there's anything else that's important and relevant to your pull
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+ request, mention that information here. This could include
12
+ benchmarks, or other information.
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+
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+ If you are updating any of the CHANGELOG files or are asked to update the
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+ CHANGELOG files by reviewers, please add the CHANGELOG entry at the top of the file.
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+
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+ Thanks for contributing to finrb! -->
@@ -0,0 +1,21 @@
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+ name: CI
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+
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+ on: [push, pull_request]
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+
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+ jobs:
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+ test:
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+ strategy:
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+ fail-fast: false
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+ matrix:
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+ ruby_version: ["3.0", "3.1"]
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+ runs-on: ubuntu-latest
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+ steps:
13
+ - uses: actions/checkout@v2
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+ - name: Set up Ruby
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+ uses: ruby/setup-ruby@v1
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+ with:
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+ ruby-version: ${{ matrix.ruby_version }}
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+ - name: Install dependencies
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+ run: bundle install --jobs 4 --retry 3
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+ - name: Run tests
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+ run: bundle exec rake
@@ -0,0 +1,72 @@
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+ # For most projects, this workflow file will not need changing; you simply need
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+ # to commit it to your repository.
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+ #
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+ # You may wish to alter this file to override the set of languages analyzed,
5
+ # or to provide custom queries or build logic.
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+ #
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+ # ******** NOTE ********
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+ # We have attempted to detect the languages in your repository. Please check
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+ # the `language` matrix defined below to confirm you have the correct set of
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+ # supported CodeQL languages.
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+ #
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+ name: "CodeQL"
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+
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+ on:
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+ push:
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+ branches: [ "master" ]
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+ pull_request:
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+ # The branches below must be a subset of the branches above
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+ branches: [ "master" ]
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+ schedule:
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+ - cron: '34 2 * * 3'
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+
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+ jobs:
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+ analyze:
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+ name: Analyze
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+ runs-on: ubuntu-latest
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+ permissions:
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+ actions: read
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+ contents: read
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+ security-events: write
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+
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+ strategy:
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+ fail-fast: false
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+ matrix:
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+ language: [ 'ruby' ]
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+ # CodeQL supports [ 'cpp', 'csharp', 'go', 'java', 'javascript', 'python', 'ruby' ]
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+ # Learn more about CodeQL language support at https://aka.ms/codeql-docs/language-support
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+
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+ steps:
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+ - name: Checkout repository
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+ uses: actions/checkout@v3
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+
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+ # Initializes the CodeQL tools for scanning.
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+ - name: Initialize CodeQL
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+ uses: github/codeql-action/init@v2
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+ with:
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+ languages: ${{ matrix.language }}
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+ # If you wish to specify custom queries, you can do so here or in a config file.
49
+ # By default, queries listed here will override any specified in a config file.
50
+ # Prefix the list here with "+" to use these queries and those in the config file.
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+
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+ # Details on CodeQL's query packs refer to : https://docs.github.com/en/code-security/code-scanning/automatically-scanning-your-code-for-vulnerabilities-and-errors/configuring-code-scanning#using-queries-in-ql-packs
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+ # queries: security-extended,security-and-quality
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+
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+
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+ # Autobuild attempts to build any compiled languages (C/C++, C#, or Java).
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+ # If this step fails, then you should remove it and run the build manually (see below)
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+ - name: Autobuild
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+ uses: github/codeql-action/autobuild@v2
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+
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+ # ℹ️ Command-line programs to run using the OS shell.
62
+ # 📚 See https://docs.github.com/en/actions/using-workflows/workflow-syntax-for-github-actions#jobsjob_idstepsrun
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+
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+ # If the Autobuild fails above, remove it and uncomment the following three lines.
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+ # modify them (or add more) to build your code if your project, please refer to the EXAMPLE below for guidance.
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+
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+ # - run: |
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+ # echo "Run, Build Application using script"
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+ # ./location_of_script_within_repo/buildscript.sh
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+
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+ - name: Perform CodeQL Analysis
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+ uses: github/codeql-action/analyze@v2
@@ -0,0 +1,24 @@
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+ name: RuboCop
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+
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+ on: [push, pull_request]
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+
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+ permissions:
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+ contents: read
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+
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+ jobs:
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+ build:
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+ runs-on: ubuntu-latest
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+ strategy:
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+ fail-fast: false
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+
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+ steps:
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+ - uses: actions/checkout@v3
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+
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+ - name: Set up Ruby 3.1
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+ uses: ruby/setup-ruby@v1
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+ with:
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+ ruby-version: 3.1
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+ bundler-cache: true
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+
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+ - name: Run RuboCop
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+ run: bundle exec rubocop
data/.rubocop.yml CHANGED
@@ -1,6 +1,7 @@
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  require:
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  - rubocop-performance
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  - rubocop-rake
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+ - rubocop-packaging
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  - rubocop-minitest
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  Lint/NumberConversion:
@@ -8,12 +9,276 @@ Lint/NumberConversion:
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  AllCops:
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  TargetRubyVersion: 3.0
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- EnabledByDefault: true
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- NewCops: enable
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+ DisabledByDefault: true
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+ SuggestExtensions: false
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  UseCache: true
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  Exclude:
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- - '.git/**/*'
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- - 'tmp/**/*'
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- - 'bin/**/*'
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+ - '**/.git/**/*'
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+ - '**/tmp/**/*'
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+ - '**/vendor/**/*'
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  CacheRootDirectory: tmp
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  MaxFilesInCache: 36000
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+
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+
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+ # Prefer &&/|| over and/or.
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+ Style/AndOr:
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+ Enabled: true
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+
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+ # Align `when` with `case`.
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+ Layout/CaseIndentation:
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+ Enabled: true
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+
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+ Layout/ClosingHeredocIndentation:
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+ Enabled: true
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+
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+ Layout/ClosingParenthesisIndentation:
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+ Enabled: true
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+
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+ # Align comments with method definitions.
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+ Layout/CommentIndentation:
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+ Enabled: true
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+
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+ Layout/ElseAlignment:
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+ Enabled: true
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+
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+ # Align `end` with the matching keyword or starting expression except for
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+ # assignments, where it should be aligned with the LHS.
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+ Layout/EndAlignment:
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+ Enabled: true
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+ EnforcedStyleAlignWith: variable
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+ AutoCorrect: true
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+
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+ Layout/EndOfLine:
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+ Enabled: true
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+
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+ Layout/EmptyLineAfterMagicComment:
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+ Enabled: true
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+
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+ Layout/EmptyLinesAroundAccessModifier:
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+ Enabled: true
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+ EnforcedStyle: only_before
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+
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+ Layout/EmptyLinesAroundBlockBody:
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+ Enabled: true
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+
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+ # In a regular class definition, no empty lines around the body.
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+ Layout/EmptyLinesAroundClassBody:
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+ Enabled: true
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+
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+ # In a regular method definition, no empty lines around the body.
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+ Layout/EmptyLinesAroundMethodBody:
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+ Enabled: true
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+
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+ # In a regular module definition, no empty lines around the body.
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+ Layout/EmptyLinesAroundModuleBody:
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+ Enabled: true
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+
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+ # Use Ruby >= 1.9 syntax for hashes. Prefer { a: :b } over { :a => :b }.
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+ Style/HashSyntax:
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+ Enabled: true
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+
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+ # Method definitions after `private` or `protected` isolated calls need one
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+ # extra level of indentation.
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+ Layout/IndentationConsistency:
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+ Enabled: true
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+ EnforcedStyle: indented_internal_methods
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+
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+ # Two spaces, no tabs (for indentation).
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+ Layout/IndentationWidth:
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+ Enabled: true
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+
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+ Layout/LeadingCommentSpace:
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+ Enabled: true
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+
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+ Layout/SpaceAfterColon:
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+ Enabled: true
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+
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+ Layout/SpaceAfterComma:
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+ Enabled: true
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+
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+ Layout/SpaceAfterSemicolon:
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+ Enabled: true
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+
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+ Layout/SpaceAroundEqualsInParameterDefault:
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+ Enabled: true
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+
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+ Layout/SpaceAroundKeyword:
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+ Enabled: true
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+
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+ Layout/SpaceAroundOperators:
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+ Enabled: true
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+
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+ Layout/SpaceBeforeComma:
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+ Enabled: true
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+
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+ Layout/SpaceBeforeComment:
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+ Enabled: true
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+
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+ Layout/SpaceBeforeFirstArg:
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+ Enabled: true
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+
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+ Style/DefWithParentheses:
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+ Enabled: true
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+
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+ # Defining a method with parameters needs parentheses.
124
+ Style/MethodDefParentheses:
125
+ Enabled: true
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+
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+ Style/ExplicitBlockArgument:
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+ Enabled: true
129
+
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+ Style/FrozenStringLiteralComment:
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+ Enabled: true
132
+ EnforcedStyle: always
133
+
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+ Style/MapToHash:
135
+ Enabled: true
136
+
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+ Style/RedundantFreeze:
138
+ Enabled: true
139
+
140
+ # Use `foo {}` not `foo{}`.
141
+ Layout/SpaceBeforeBlockBraces:
142
+ Enabled: true
143
+
144
+ # Use `foo { bar }` not `foo {bar}`.
145
+ Layout/SpaceInsideBlockBraces:
146
+ Enabled: true
147
+ EnforcedStyleForEmptyBraces: space
148
+
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+ # Use `{ a: 1 }` not `{a:1}`.
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+ Layout/SpaceInsideHashLiteralBraces:
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+ Enabled: true
152
+
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+ Layout/SpaceInsideParens:
154
+ Enabled: true
155
+
156
+ # Check quotes usage according to lint rule below.
157
+ Style/StringLiterals:
158
+ Enabled: true
159
+ EnforcedStyle: double_quotes
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+
161
+ # Detect hard tabs, no hard tabs.
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+ Layout/IndentationStyle:
163
+ Enabled: true
164
+
165
+ # Empty lines should not have any spaces.
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+ Layout/TrailingEmptyLines:
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+ Enabled: true
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+
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+ # No trailing whitespace.
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+ Layout/TrailingWhitespace:
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+ Enabled: true
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+
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+ # Use quotes for string literals when they are enough.
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+ Style/RedundantPercentQ:
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+ Enabled: true
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+
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+ Lint/AmbiguousOperator:
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+ Enabled: true
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+
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+ Lint/AmbiguousRegexpLiteral:
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+ Enabled: true
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+
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+ Lint/DuplicateRequire:
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+ Enabled: true
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+
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+ Lint/DuplicateMethods:
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+ Enabled: true
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+
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+ Lint/ErbNewArguments:
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+ Enabled: true
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+
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+ Lint/EnsureReturn:
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+ Enabled: true
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+
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+ # Use my_method(my_arg) not my_method( my_arg ) or my_method my_arg.
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+ Lint/RequireParentheses:
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+ Enabled: true
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+
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+ Lint/RedundantStringCoercion:
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+ Enabled: true
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+
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+ Lint/UriEscapeUnescape:
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+ Enabled: true
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+
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+ Lint/UselessAssignment:
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+ Enabled: true
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+
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+ Lint/DeprecatedClassMethods:
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+ Enabled: true
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+
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+ Style/ParenthesesAroundCondition:
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+ Enabled: true
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+
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+ Style/HashTransformKeys:
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+ Enabled: true
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+
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+ Style/HashTransformValues:
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+ Enabled: true
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+
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+ Style/RedundantBegin:
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+ Enabled: true
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+
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+ Style/RedundantReturn:
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+ Enabled: true
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+ AllowMultipleReturnValues: true
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+
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+ Style/RedundantRegexpEscape:
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+ Enabled: true
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+
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+ Style/Semicolon:
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+ Enabled: true
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+ AllowAsExpressionSeparator: true
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+
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+ # Prefer Foo.method over Foo::method
235
+ Style/ColonMethodCall:
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+ Enabled: true
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+
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+ Style/TrivialAccessors:
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+ Enabled: true
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+
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+ Performance/BindCall:
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+ Enabled: true
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+
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+ Performance/FlatMap:
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+ Enabled: true
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+
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+ Performance/MapCompact:
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+ Enabled: true
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+
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+ Performance/SelectMap:
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+ Enabled: true
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+
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+ Performance/RedundantMerge:
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+ Enabled: true
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+
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+ Performance/StartWith:
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+ Enabled: true
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+
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+ Performance/EndWith:
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+ Enabled: true
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+
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+ Performance/RegexpMatch:
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+ Enabled: true
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+
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+ Performance/ReverseEach:
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+ Enabled: true
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+
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+ Performance/StringReplacement:
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+ Enabled: true
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+
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+ Performance/UnfreezeString:
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+ Enabled: true
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+
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+ Performance/DeletePrefix:
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+ Enabled: true
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+
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+ Performance/DeleteSuffix:
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+ Enabled: true
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+
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+ Performance/OpenStruct:
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+ Enabled: true
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+
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+ Minitest/UnreachableAssertion:
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+ Enabled: true
data/.semver CHANGED
@@ -1,5 +1,5 @@
1
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  ---
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  :major: 0
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- :minor: 0
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- :patch: 1
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+ :minor: 1
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+ :patch: 0
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  :special: ''
data/CHANGELOG.md CHANGED
@@ -1,74 +1,83 @@
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  # finrb changelog
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2
 
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+ ## 0.1.0
4
+
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+ - sets ruby dependency to >= 3
6
+ - update/fix dependencies
7
+ - adds docker files for develop/test
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+ - fix license files
9
+ - port [FinCal](https://github.com/felixfan/FinCal) library to ruby.
10
+ - readme update, api reference file outside main readme.
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+
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12
  # Finance gem changelog
4
13
 
5
14
  ## Version 2.0.2
6
15
 
7
16
  19 March 2019
8
17
 
9
- * Fix BigDecimal deprecation warning
10
- * Support Ruby 2.6.2
11
- * Update dependencies
18
+ - Fix BigDecimal deprecation warning
19
+ - Support Ruby 2.6.2
20
+ - Update dependencies
12
21
 
13
22
  ## Version 2.0.1
14
23
 
15
24
  17 October 2017
16
25
 
17
- * Added Support for configuration file to set up default eps and guess for IRR & XIRR
18
- * Added guess rate for IRR & XIRR
19
- * NVP now does not change the given cashflow array
26
+ - Added Support for configuration file to set up default eps and guess for IRR & XIRR
27
+ - Added guess rate for IRR & XIRR
28
+ - NVP now does not change the given cashflow array
20
29
 
21
30
  ## Version 2.0.0
22
31
 
23
32
  23 Jul 2013
24
33
 
25
- * Removed Integer#months, Integer#years, and replaced Numeric#to_d by Numeric#to_s in the interest of Rails compatibility.
26
- * Converted unit tests from the shoulda framework to minitest.
27
- * Removed octal numbers in test_cashflow.rb
28
- * Thanks to @thadd, @bramswenson, and @xpe for their contributions to this release!
34
+ - Removed Integer#months, Integer#years, and replaced Numeric#to_d by Numeric#to_s in the interest of Rails compatibility.
35
+ - Converted unit tests from the shoulda framework to minitest.
36
+ - Removed octal numbers in test_cashflow.rb
37
+ - Thanks to @thadd, @bramswenson, and @xpe for their contributions to this release!
29
38
 
30
39
  ## Version 1.1.2
31
40
 
32
41
  16 Jun 2012
33
42
 
34
- * Bugfix: Array#irr and Array#xirr check for a valid sequence of cash flows.
35
- * Bugfix: Integer#months and Integer#years no longer collide with Rails methods.
43
+ - Bugfix: Array#irr and Array#xirr check for a valid sequence of cash flows.
44
+ - Bugfix: Integer#months and Integer#years no longer collide with Rails methods.
36
45
 
37
46
  ## Version 1.1.0
38
47
 
39
48
  11 Sep 2011
40
49
 
41
- * Added XNPV and XIRR functions, with basic testing.
42
- * Bugfix: Array#sum no longer collides with the Array#sum defined in Rails.
43
- * Bugfix: Numeric#amortize now correctly calls Finrb::Amortization#new.
50
+ - Added XNPV and XIRR functions, with basic testing.
51
+ - Bugfix: Array#sum no longer collides with the Array#sum defined in Rails.
52
+ - Bugfix: Numeric#amortize now correctly calls Finrb::Amortization#new.
44
53
 
45
54
  ## Version 1.0.0
46
55
 
47
56
  20 Jul 2011
48
57
 
49
- * Moved to Ruby 1.9.
50
- * All classes are now contained within the +Finrb+ namespace.
51
- * LOTS of additional documentation and examples.
52
- * Introduced _shoulda_ for unit tests, to make things a little more readable.
53
- * Bugfix: The +amortize+ Numeric method now accepts a variable number of rates.
54
- * Some code refactoring and clean-up for a small performance increase.
58
+ - Moved to Ruby 1.9.
59
+ - All classes are now contained within the +Finrb+ namespace.
60
+ - LOTS of additional documentation and examples.
61
+ - Introduced _shoulda_ for unit tests, to make things a little more readable.
62
+ - Bugfix: The +amortize+ Numeric method now accepts a variable number of rates.
63
+ - Some code refactoring and clean-up for a small performance increase.
55
64
 
56
65
  ## Version 0.2.0
57
66
 
58
67
  28 Jun 2011
59
68
 
60
- * Added support for adjustable rate mortgages.
61
- * Added support for additional payments.
69
+ - Added support for adjustable rate mortgages.
70
+ - Added support for additional payments.
62
71
 
63
72
  ## Version 0.1.1
64
73
 
65
74
  21 Jun 2011
66
75
 
67
- * Code examples in README now display correctly in the online documentation.
76
+ - Code examples in README now display correctly in the online documentation.
68
77
 
69
78
  ## Version 0.1.0
70
79
 
71
80
  21 Jun 2011
72
81
 
73
- * Support for fixed-rate mortgage amortization.
74
- * NPV, IRR array methods for cash flow analysis.
82
+ - Support for fixed-rate mortgage amortization.
83
+ - NPV, IRR array methods for cash flow analysis.
data/Gemfile CHANGED
@@ -1,5 +1,5 @@
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  # frozen_string_literal: true
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- source 'http://rubygems.org'
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+ source "https://rubygems.org"
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  gemspec
data/Gemfile.lock CHANGED
@@ -1,13 +1,13 @@
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  PATH
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  remote: .
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  specs:
4
- finrb (0.0.1)
4
+ finrb (0.1.0)
5
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  activesupport
6
6
  business_time
7
7
  flt
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8
 
9
9
  GEM
10
- remote: http://rubygems.org/
10
+ remote: https://rubygems.org/
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  specs:
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  activesupport (7.0.3.1)
13
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  concurrent-ruby (~> 1.0, >= 1.0.2)
@@ -66,6 +66,8 @@ GEM
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  parser (>= 3.1.1.0)
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  rubocop-minitest (0.21.0)
68
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  rubocop (>= 0.90, < 2.0)
69
+ rubocop-packaging (0.5.1)
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+ rubocop (>= 0.89, < 2.0)
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  rubocop-performance (1.14.3)
70
72
  rubocop (>= 1.7.0, < 2.0)
71
73
  rubocop-ast (>= 0.4.0)
@@ -107,6 +109,7 @@ DEPENDENCIES
107
109
  rake
108
110
  rubocop
109
111
  rubocop-minitest
112
+ rubocop-packaging
110
113
  rubocop-performance
111
114
  rubocop-rake
112
115
  semver
data/README.md CHANGED
@@ -1,5 +1,9 @@
1
1
  # finrb
2
2
 
3
+ [![CI](https://github.com/ncs1/finrb/actions/workflows/ci.yml/badge.svg?branch=master)](https://github.com/ncs1/finrb/actions/workflows/ci.yml)
4
+ [![CodeQL](https://github.com/ncs1/finrb/actions/workflows/codeql.yml/badge.svg)](https://github.com/ncs1/finrb/actions/workflows/codeql.yml)
5
+ [![RuboCop](https://github.com/ncs1/finrb/actions/workflows/rubocop.yml/badge.svg)](https://github.com/ncs1/finrb/actions/workflows/rubocop.yml)
6
+
3
7
  Ruby gem for financial calculations/modeling.
4
8
 
5
9
  finrb forked from the ruby [finance](https://github.com/Edward-Intelligence/finance) gem.
@@ -91,7 +95,7 @@ See [api.md](docs/api.md)
91
95
  ## Resources
92
96
 
93
97
  * [RubyGems Page](https://rubygems.org/gems/finrb)
94
- * [Source Code](http://github.com/ncs1/finrb)
98
+ * [Source Code](https://github.com/ncs1/finrb)
95
99
  * [Bug Tracker](https://github.com/ncs1/finrb/issues)
96
100
 
97
101
  ## License
data/Rakefile CHANGED
@@ -1,33 +1,33 @@
1
1
  # frozen_string_literal: true
2
2
 
3
- require 'rake'
4
- require 'rake/testtask'
3
+ require "rake"
4
+ require "rake/testtask"
5
5
 
6
6
  task default: [:test_units]
7
7
 
8
- Rake::TestTask.new('test_units') do |t|
9
- t.pattern = 'test/*.rb'
8
+ Rake::TestTask.new("test_units") do |t|
9
+ t.pattern = "test/*.rb"
10
10
  t.verbose = true
11
11
  t.warning = true
12
12
  end
13
13
 
14
14
  namespace :docker do
15
- desc 'Build docker instance'
15
+ desc "Build docker instance"
16
16
  task :build do
17
17
  Dir.chdir(__dir__.to_s) do
18
- system 'docker build --target development -t finrb:1.0 -f Dockerfile .'
18
+ system "docker build --target development -t finrb:1.0 -f Dockerfile ."
19
19
  end
20
20
  end
21
21
 
22
- desc 'Run test docker build'
22
+ desc "Run test docker build"
23
23
  task :test do
24
24
  Dir.chdir(__dir__.to_s) do
25
- system 'docker build --target testing -t finrb:1.0 -f Dockerfile .'
25
+ system "docker build --target testing -t finrb:1.0 -f Dockerfile ."
26
26
  end
27
27
  end
28
28
 
29
- desc 'Run dev docker instance'
29
+ desc "Run dev docker instance"
30
30
  task :run do
31
- system 'docker run --init -it --rm finrb:1.0'
31
+ system "docker run --init -it --rm finrb:1.0"
32
32
  end
33
33
  end