iex-ruby-client 1.1.2 → 1.2.0

checksums.yaml

@@ -1,7 +1,7 @@
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data/.github/FUNDING.yml

@@ -0,0 +1 @@
+github: [dblock]

data/CHANGELOG.md

@@ -1,25 +1,32 @@
+### 1.2.0 (2020/09/01)
+
+* [#78](https://github.com/dblock/iex-ruby-client/pull/78): Added `Quote#extended_change_percent` and `Quote#extended_change_percent_s` properties to Quote - [@reddavis](https://github.com/reddavis).
+* [#71](https://github.com/dblock/iex-ruby-client/pull/71): Added `symbols` resource - [@ryosuke-endo](https://github.com/ryosuke-endo).
+* [#69](https://github.com/dblock/iex-ruby-client/pull/69): Fixed `ref_data_isin` request - [@bguban](https://github.com/bguban).
+* [#72](https://github.com/dblock/iex-ruby-client/pull/72): Cache `Faraday::Connection` for persistent adapters - [@dblock](https://github.com/dblock).
+
 ### 1.1.2 (2020/03/25)
 
-* [#68](https://github.com/dblock/iex-ruby-client/pull/68): Fix ref_data_isin request with wrong isin - [@bguban](https://github.com/bguban).
-* [#67](https://github.com/dblock/iex-ruby-client/pull/67): Add required ruby version to gemspec - [@wdperson](https://github.com/wdperson).
-* [#66](https://github.com/dblock/iex-ruby-client/pull/66): Fix: KeyStats#week_52_change always returns nil - [@brunjo](https://github.com/brunjo).
-* [#65](https://github.com/dblock/iex-ruby-client/pull/65): Add stock_market_list - [@bguban](https://github.com/bguban).
-* [#64](https://github.com/dblock/iex-ruby-client/pull/64): Add ref_data_isin - [@bguban](https://github.com/bguban).
+* [#68](https://github.com/dblock/iex-ruby-client/pull/68): Fixed `ref_data_isin` request with wrong isin - [@bguban](https://github.com/bguban).
+* [#67](https://github.com/dblock/iex-ruby-client/pull/67): Added required ruby version to gemspec - [@wdperson](https://github.com/wdperson).
+* [#66](https://github.com/dblock/iex-ruby-client/pull/66): Fixed `KeyStats#week_52_change always` returns nil - [@brunjo](https://github.com/brunjo).
+* [#65](https://github.com/dblock/iex-ruby-client/pull/65): Added `stock_market_list` - [@bguban](https://github.com/bguban).
+* [#64](https://github.com/dblock/iex-ruby-client/pull/64): Added `ref_data_isin` - [@bguban](https://github.com/bguban).
 
 ### 1.1.1 (2020/03/02)
 
 * [#63](https://github.com/dblock/iex-ruby-client/pull/63): Allow direct API calls with support for secret_token - [@bguban](https://github.com/bguban).
-* [#61](https://github.com/dblock/iex-ruby-client/pull/61): Fix income endpoint if the api returns no result - [@brunjo](https://github.com/brunjo).
-* [#57](https://github.com/dblock/iex-ruby-client/pull/57): Update properties for chart api endpoint - [@brunjo](https://github.com/brunjo).
+* [#61](https://github.com/dblock/iex-ruby-client/pull/61): Fixed income endpoint if the api returns no result - [@brunjo](https://github.com/brunjo).
+* [#57](https://github.com/dblock/iex-ruby-client/pull/57): Updated properties for chart api endpoint - [@brunjo](https://github.com/brunjo).
 
 ### 1.1.0 (2019/07/08)
 
-* [#55](https://github.com/dblock/iex-ruby-client/pull/55): Add `income` statement API and add `tags` to the `company` - [@bingxie](https://github.com/bingxie).
+* [#55](https://github.com/dblock/iex-ruby-client/pull/55): Added `income` statement API and add `tags` to the `company` - [@bingxie](https://github.com/bingxie).
 
 ### 1.0.1 (2019/07/08)
 
-* [#50](https://github.com/dblock/iex-ruby-client/pull/50): Add missing properties for key stats API - [@bingxie](https://github.com/bingxie).
-* Fix: `uninitialized constant IEX::Endpoints::Chart::Date (NameError)` - [@dblock](https://github.com/dblock).
+* [#50](https://github.com/dblock/iex-ruby-client/pull/50): Added missing properties for key stats API - [@bingxie](https://github.com/bingxie).
+* Fixed `uninitialized constant IEX::Endpoints::Chart::Date (NameError)` - [@dblock](https://github.com/dblock).
 
 ### 1.0.0 (2019/04/23)
 
@@ -29,9 +36,9 @@
 ### 0.4.4 (2018/12/27)
 
 * [#39](https://github.com/dblock/iex-ruby-client/pull/39): Remove default range and use iextrading default range 1m instead in `IEX::Api::Dividends` - [@ildarkayumov](https://github.com/ildarkayumov).
-* [#37](https://github.com/dblock/iex-ruby-client/pull/37): Add `IEX::Resource::Crypto` - [@rodolfobandeira](https://github.com/rodolfobandeira).
-* [#34](https://github.com/dblock/iex-ruby-client/pull/34): Add `IEX::Resource::LargestTrades` - [@gil27](https://github.com/gil27).
-* [#32](https://github.com/dblock/iex-ruby-client/pull/32): Add `IEX::Resource::Sectors` - [@gil27](https://github.com/gil27).
+* [#37](https://github.com/dblock/iex-ruby-client/pull/37): Added `IEX::Resource::Crypto` - [@rodolfobandeira](https://github.com/rodolfobandeira).
+* [#34](https://github.com/dblock/iex-ruby-client/pull/34): Added `IEX::Resource::LargestTrades` - [@gil27](https://github.com/gil27).
+* [#32](https://github.com/dblock/iex-ruby-client/pull/32): Added `IEX::Resource::Sectors` - [@gil27](https://github.com/gil27).
 
 ### 0.4.3 (2018/08/18)
 
@@ -39,7 +46,7 @@
 
 ### 0.4.2 (2018/08/14)
 
-* [#24](https://github.com/dblock/iex-ruby-client/pull/24): Add danger-toc and danger-changelog - [@rodolfobandeira](https://github.com/rodolfobandeira).
+* [#24](https://github.com/dblock/iex-ruby-client/pull/24): Added danger-toc and danger-changelog - [@rodolfobandeira](https://github.com/rodolfobandeira).
 * [#21](https://github.com/dblock/iex-ruby-client/pull/21): Added `IEX::Resources::Dividends` - [@rodolfobandeira](https://github.com/rodolfobandeira).
 
 ### 0.4.1 (2018/08/07)
@@ -58,18 +65,18 @@
 
 ### 0.3.2 (2018/05/26)
 
-* Fix: undefined method > for nil:NilClass error - [@dblock](https://github.com/dblock).
+* Fixed undefined method > for nil:NilClass error - [@dblock](https://github.com/dblock).
 
 ### 0.3.1 (2018/05/23)
 
-* [#3](https://github.com/dblock/iex-ruby-client/issues/3): Fix: do not error on undefined properties - [@dblock](https://github.com/dblock).
+* [#3](https://github.com/dblock/iex-ruby-client/issues/3): Fixed do not error on undefined properties - [@dblock](https://github.com/dblock).
 
 ### 0.3.0 (2018/05/22)
 
 * Added `IEX::Resources::Chart#get` - [@dblock](https://github.com/dblock).
 * Added `IEX::Resources::News#get` - [@dblock](https://github.com/dblock).
 * Added `IEX::Resources::Price#get` - [@dblock](https://github.com/dblock).
-* Fix: added `IEX::Resources::Quote#extendedPrice` and `IEX::Resources::Quote#extendedPriceTime` - [@dblock](https://github.com/dblock).
+* Fixed added `IEX::Resources::Quote#extendedPrice` and `IEX::Resources::Quote#extendedPriceTime` - [@dblock](https://github.com/dblock).
 
 ### 0.2.0 (2018/03/26)
 

data/Dangerfile

@@ -1,2 +1,2 @@
-toc.check
-changelog.check
+toc.check!
+changelog.check!

data/Gemfile

@@ -3,7 +3,7 @@ source 'http://rubygems.org'
 gemspec
 
 group :test do
-  gem 'danger-changelog', '~> 0.3.0'
-  gem 'danger-toc', '~> 0.1'
+  gem 'danger-changelog', '~> 0.6.0'
+  gem 'danger-toc', '~> 0.2.0'
   gem 'pry'
 end

data/README.md

@@ -27,9 +27,11 @@ A Ruby client for the [The IEX Cloud API](https://iexcloud.io/docs/api/).
   - [Get Largest Trades](#get-largest-trades)
   - [Get a Quote for Crypto Currencies](#get-a-quote-for-crypto-currencies)
   - [ISIN Mapping](#isin-mapping)
+  - [Get Symbols](#get-symbols)
   - [Get List](#get-list)
   - [Other Requests](#other-requests)
 - [Configuration](#configuration)
+- [Sandbox Environment](#sandbox-environment)
 - [Errors](#errors)
   - [SymbolNotFound](#symbolnotfound)
   - [PermissionDeniedError](#permissiondeniederror)
@@ -51,7 +53,7 @@ Run `bundle install`.
 
 ### Get an API Token
 
-Create an account on [IEX Cloud](https://iexcloud.io) and get a publishable token from the IEX cloud console. You should use a sandbox token and endpoint for testing.
+Create an account on [IEX Cloud](https://iexcloud.io) and get a publishable token from the IEX cloud console.
 
 ### Configure
 
@@ -59,7 +61,7 @@ Create an account on [IEX Cloud](https://iexcloud.io) and get a publishable toke
 IEX::Api.configure do |config|
   config.publishable_token = 'publishable_token' # defaults to ENV['IEX_API_PUBLISHABLE_TOKEN']
   config.secret_token = 'secret_token' # defaults to ENV['IEX_API_SECRET_TOKEN']
-  config.endpoint = 'https://sandbox.iexapis.com/v1' # defaults to 'https://cloud.iexapis.com/v1'
+  config.endpoint = 'https://cloud.iexapis.com/v1' # use 'https://sandbox.iexapis.com/v1' for Sandbox
 end
 ```
 
@@ -69,7 +71,7 @@ You can also configure an instance of a client directly.
 client = IEX::Api::Client.new(
   publishable_token: 'publishable_token',
   secret_token: 'secret_token',
-  endpoint: 'https://sandbox.iexapis.com/v1'
+  endpoint: 'https://cloud.iexapis.com/v1'
 )
 ```
 
@@ -103,7 +105,7 @@ See [#quote](https://iexcloud.io/docs/api/#quote) for detailed documentation or
 Fetches a single stock OHLC price. Open and Close prices contain timestamp.
 
 ```ruby
-ohlc = client.ohlc.get('MSFT')
+ohlc = client.ohlc('MSFT')
 
 ohlc.close.price # 90.165
 ohlc.close.time #
@@ -395,6 +397,22 @@ client.ref_data_isin(['US0378331005', 'US5949181045'], mapped: true) # {'US03783
 
 See [#ISIN Mapping](https://iexcloud.io/docs/api/#isin-mapping) for detailed documentation or [isin_mapping.rb](lib/iex/resources/isin_mapping.rb) for returned fields.
 
+### Get Symbols
+
+Returns an array of symbols
+
+```ruby
+symbols = client.ref_data_symbols()
+
+symbol = symbols.first
+symbol.exchange # NAS
+symbol.iex_id # IEX_46574843354B2D52
+symbol.region # US
+symbol.symbol # A
+```
+
+See [#symbols](https://iexcloud.io/docs/api/#symbols) for detailed documentation or [symbols.rb](lib/iex/resources/symbols.rb) for returned fields.
+
 ### Get List
 
 Returns an array of quotes for the top 10 symbols in a specified list.
@@ -407,7 +425,7 @@ See [#list](https://iexcloud.io/docs/api/#list) for detailed documentation or [q
 
 ### Other Requests
 
-Public endpoints that aren't yet supported by the client can be called using `client.get`, `client.post`, `client.put` 
+Public endpoints that aren't yet supported by the client can be called using `client.get`, `client.post`, `client.put`
 and `client.delete` methods. Pass the required token explicitly:
 
 ```ruby
@@ -428,7 +446,7 @@ end
 ```ruby
 client = IEX::Api::Client.new(
   publishable_token: ENV['IEX_API_PUBLISHABLE_TOKEN'],
-  endpoint: 'https://sandbox.iexapis.com/v1'
+  endpoint: 'https://cloud.iexapis.com/v1'
 )
 ```
 
@@ -446,6 +464,14 @@ open_timeout        | Optional connection open timeout in seconds.
 publishable_token   | IEX Cloud API publishable token.
 endpoint            | Defaults to `https://cloud.iexapis.com/v1`.
 
+## Sandbox Environment
+
+IEX recommends you use a sandbox token and endpoint for testing.
+
+However, please note that data in the IEX sandbox environment is scrambled. Therefore elements such as company and people names, descriptions, tags, and website URLs don't render any coherent data.
+
+See [IEX sandbox environment](https://intercom.help/iexcloud/en/articles/2915433-testing-with-the-iex-cloud-sandbox) for more information.
+
 ## Errors
 
 ### SymbolNotFound

data/iex-ruby-client.gemspec

@@ -16,7 +16,7 @@ Gem::Specification.new do |s|
   s.homepage = 'http://github.com/dblock/iex-ruby-client'
   s.licenses = ['MIT']
   s.summary = 'IEX Finance API Ruby client with support for retrieving stock quotes.'
-  s.add_dependency 'faraday', '>= 0.9'
+  s.add_dependency 'faraday', '>= 0.17'
   s.add_dependency 'faraday_middleware'
   s.add_dependency 'hashie'
   s.add_dependency 'money_helper'

data/lib/iex/cloud/connection.rb

@@ -8,28 +8,30 @@ module IEX
       end
 
       def connection
-        options = {}
+        @connection ||= begin
+          options = {}
 
-        options[:headers] = {}
-        options[:headers]['Accept'] = 'application/json; charset=utf-8'
-        options[:headers]['Content-Type'] = 'application/json; charset=utf-8'
-        options[:headers]['User-Agent'] = user_agent if user_agent
-        options[:proxy] = proxy if proxy
-        options[:ssl] = { ca_path: ca_path, ca_file: ca_file } if ca_path || ca_file
+          options[:headers] = {}
+          options[:headers]['Accept'] = 'application/json; charset=utf-8'
+          options[:headers]['Content-Type'] = 'application/json; charset=utf-8'
+          options[:headers]['User-Agent'] = user_agent if user_agent
+          options[:proxy] = proxy if proxy
+          options[:ssl] = { ca_path: ca_path, ca_file: ca_file } if ca_path || ca_file
 
-        request_options = {}
-        request_options[:timeout] = timeout if timeout
-        request_options[:open_timeout] = open_timeout if open_timeout
-        request_options[:params_encoder] = Faraday::FlatParamsEncoder
-        options[:request] = request_options if request_options.any?
+          request_options = {}
+          request_options[:timeout] = timeout if timeout
+          request_options[:open_timeout] = open_timeout if open_timeout
+          request_options[:params_encoder] = Faraday::FlatParamsEncoder
+          options[:request] = request_options if request_options.any?
 
-        ::Faraday::Connection.new(endpoint, options) do |connection|
-          connection.use ::Faraday::Request::Multipart
-          connection.use ::Faraday::Request::UrlEncoded
-          connection.use ::IEX::Cloud::Response::RaiseError
-          connection.use ::FaradayMiddleware::ParseJson, content_type: /\bjson$/
-          connection.response :logger, logger if logger
-          connection.adapter ::Faraday.default_adapter
+          ::Faraday::Connection.new(endpoint, options) do |connection|
+            connection.use ::Faraday::Request::Multipart
+            connection.use ::Faraday::Request::UrlEncoded
+            connection.use ::IEX::Cloud::Response::RaiseError
+            connection.use ::FaradayMiddleware::ParseJson, content_type: /\bjson$/
+            connection.response :logger, logger if logger
+            connection.adapter ::Faraday.default_adapter
+          end
         end
       end
     end

data/lib/iex/cloud/response.rb

@@ -5,7 +5,7 @@ module IEX
         def on_complete(env)
           case env[:status]
           when 404
-            raise Faraday::Error::ResourceNotFound, response_values(env)
+            raise Faraday::ResourceNotFound, response_values(env)
           when 403
             raise IEX::Errors::PermissionDeniedError, response_values(env)
           when ClientErrorStatuses

data/lib/iex/endpoints/ref_data.rb

@@ -2,7 +2,7 @@ module IEX
   module Endpoints
     module RefData
       def ref_data_isin(isins, options = {})
-        response = post('ref-data/isin', { token: publishable_token, isin: isins }.merge(options))
+        response = get('ref-data/isin', { token: publishable_token, isin: isins.join(',') }.merge(options))
 
         if response.is_a?(Hash) # mapped option was set
           response.transform_values do |rows|
@@ -12,6 +12,11 @@ module IEX
           response.map { |row| IEX::Resources::Symbol.new(row) }
         end
       end
+
+      def ref_data_symbols(options = {})
+        response = get('ref-data/symbols', { token: publishable_token }.merge(options))
+        response.map { |row| IEX::Resources::Symbols.new(row) }
+      end
     end
   end
 end

data/lib/iex/resources.rb

@@ -14,3 +14,4 @@ require_relative 'resources/quote'
 require_relative 'resources/sectors'
 require_relative 'resources/crypto'
 require_relative 'resources/symbol'
+require_relative 'resources/symbols'

data/lib/iex/resources/quote.rb

@@ -24,8 +24,18 @@ module IEX
       property 'iex_last_updated_t', from: 'iexLastUpdated', with: ->(v) { v&.positive? ? Time.at(v / 1000) : nil } # last update time of the data
       property 'delayed_price', from: 'delayedPrice' # 15 minute delayed market price
       property 'delayed_price_time', from: 'delayedPriceTime' # time of the delayed market price
-      property 'extended_price', from: 'extendedPrice' # ?
-      property 'extended_price_time', from: 'extendedPriceTime' # ?
+      property 'extended_price', from: 'extendedPrice' # the pre market and post market price
+      property 'extended_change_percent', from: 'extendedChangePercent' # price change percent between extended_price and latest_price
+      property 'extended_change_percent_s', from: 'extendedChangePercent', with: lambda { |v|
+        if v
+          [
+            v.positive? ? '+' : '',
+            format('%.2f', v * 100),
+            '%'
+          ].join
+        end
+      } # change in percent as a String with a leading + or - sign
+      property 'extended_price_time', from: 'extendedPriceTime' # the last update time of extended_price
       property 'previous_close', from: 'previousClose' # adjusted close price of the last trading day of the stock
       property 'change' # change in value, calculated using calculation_price from previous_close
       property 'change_percent', from: 'changePercent' # change in percent, calculated using calculation_price from previous_close

data/lib/iex/resources/symbols.rb

@@ -0,0 +1,19 @@
+module IEX
+  module Resources
+    class Symbols < Resource
+      property 'symbol'
+      property 'exchange'
+      property 'name'
+      property 'date', transform_with: ->(v) { Date.parse(v) }
+      property 'enabled', from: 'isEnabled'
+      property 'type'
+      property 'region'
+      property 'currency'
+      property 'iex_id', from: 'iexId'
+      property 'figi'
+      property 'cik'
+
+      alias :enabled? enabled
+    end
+  end
+end

data/lib/iex/version.rb

@@ -1,3 +1,3 @@
 module IEX
-  VERSION = '1.1.2'.freeze
+  VERSION = '1.2.0'.freeze
 end

data/spec/fixtures/iex/ref-data/isin.yml

@@ -1,18 +1,18 @@
 ---
 http_interactions:
 - request:
-    method: post
-    uri: https://cloud.iexapis.com/v1/ref-data/isin
+    method: get
+    uri: https://cloud.iexapis.com/v1/ref-data/isin?isin=US0378331005&token=test-iex-api-publishable-token
     body:
-      encoding: UTF-8
-      string: '{"isin":["US0378331005"],"token":"test-iex-api-publishable-token"}'
+      encoding: US-ASCII
+      string: ''
     headers:
       Accept:
       - application/json; charset=utf-8
       Content-Type:
       - application/json; charset=utf-8
       User-Agent:
-      - IEX Ruby Client/1.1.1
+      - IEX Ruby Client/1.1.3
       Accept-Encoding:
       - gzip;q=1.0,deflate;q=0.6,identity;q=0.3
   response:
@@ -23,7 +23,7 @@ http_interactions:
       Server:
       - nginx
       Date:
-      - Wed, 26 Feb 2020 20:04:36 GMT
+      - Fri, 10 Apr 2020 15:17:33 GMT
       Content-Type:
       - application/json; charset=utf-8
       Transfer-Encoding:
@@ -31,8 +31,8 @@ http_interactions:
       Connection:
       - keep-alive
       Set-Cookie:
-      - ctoken=6b0870d7654f4742a9458a86f537ae8b; Max-Age=43200; Path=/; Expires=Thu,
-        27 Feb 2020 08:04:36 GMT
+      - ctoken=b1f966fa60964069a7d948021e2c2149; Max-Age=43200; Path=/; Expires=Sat,
+        11 Apr 2020 03:17:32 GMT
       Iexcloud-Messages-Used:
       - '100'
       Iexcloud-Premium-Messages-Used:
@@ -53,5 +53,5 @@ http_interactions:
       encoding: ASCII-8BIT
       string: '[{"symbol":"AAPL","region":"US","exchange":"NAS","iexId":"IEX_4D48333344362D52"},{"symbol":"APC-GY","region":"DE","exchange":"ETR","iexId":"IEX_464D46474C312D52"}]'
     http_version: null
-  recorded_at: Wed, 26 Feb 2020 20:04:36 GMT
+  recorded_at: Fri, 10 Apr 2020 15:17:33 GMT
 recorded_with: VCR 5.1.0

data/spec/fixtures/iex/ref-data/isin_mapped.yml

@@ -1,18 +1,18 @@
 ---
 http_interactions:
 - request:
-    method: post
-    uri: https://cloud.iexapis.com/v1/ref-data/isin
+    method: get
+    uri: https://cloud.iexapis.com/v1/ref-data/isin?isin=US0378331005,US5949181045&mapped=true&token=test-iex-api-publishable-token
     body:
-      encoding: UTF-8
-      string: '{"token":"test-iex-api-publishable-token","isin":["US0378331005","US5949181045"],"mapped":true}'
+      encoding: US-ASCII
+      string: ''
     headers:
       Accept:
       - application/json; charset=utf-8
       Content-Type:
       - application/json; charset=utf-8
       User-Agent:
-      - IEX Ruby Client/1.1.2
+      - IEX Ruby Client/1.1.3
       Accept-Encoding:
       - gzip;q=1.0,deflate;q=0.6,identity;q=0.3
   response:
@@ -23,7 +23,7 @@ http_interactions:
       Server:
       - nginx
       Date:
-      - Wed, 04 Mar 2020 09:45:05 GMT
+      - Fri, 10 Apr 2020 15:17:33 GMT
       Content-Type:
       - application/json; charset=utf-8
       Transfer-Encoding:
@@ -31,8 +31,8 @@ http_interactions:
       Connection:
       - keep-alive
       Set-Cookie:
-      - ctoken=b93327e2c9b4432f9c7ecb36396dcd4c; Max-Age=43200; Path=/; Expires=Wed,
-        04 Mar 2020 21:45:05 GMT
+      - ctoken=49bd808852194ac59e3551620bd7c4b2; Max-Age=43200; Path=/; Expires=Sat,
+        11 Apr 2020 03:17:33 GMT
       Iexcloud-Messages-Used:
       - '100'
       Iexcloud-Premium-Messages-Used:
@@ -53,5 +53,5 @@ http_interactions:
       encoding: ASCII-8BIT
       string: '{"US0378331005":[{"symbol":"AAPL","region":"US","exchange":"NAS","iexId":"IEX_4D48333344362D52"},{"symbol":"APC-GY","region":"DE","exchange":"ETR","iexId":"IEX_464D46474C312D52"}],"US5949181045":[{"symbol":"MSFT","region":"US","exchange":"NAS","iexId":"IEX_5038523343322D52"},{"symbol":"MSF-GY","region":"DE","exchange":"ETR","iexId":"IEX_4C42583859482D52"},{"symbol":"MSF-BB","region":"BE","exchange":"BRU","iexId":"IEX_5833345950432D52"}]}'
     http_version: null
-  recorded_at: Wed, 04 Mar 2020 09:45:05 GMT
+  recorded_at: Fri, 10 Apr 2020 15:17:33 GMT
 recorded_with: VCR 5.1.0