schwab_rb 0.2.0 → 0.3.0

data/lib/schwab_rb/orders/special_instruction.rb

@@ -2,9 +2,9 @@ module SchwabRb
   module Orders
     module SpecialInstruction
       # Special instruction for trades.
-      ALL_OR_NONE = 'ALL_OR_NONE'
-      DO_NOT_REDUCE = 'DO_NOT_REDUCE'
-      ALL_OR_NONE_DO_NOT_REDUCE = 'ALL_OR_NONE_DO_NOT_REDUCE'
+      ALL_OR_NONE = "ALL_OR_NONE"
+      DO_NOT_REDUCE = "DO_NOT_REDUCE"
+      ALL_OR_NONE_DO_NOT_REDUCE = "ALL_OR_NONE_DO_NOT_REDUCE"
     end
   end
 end

data/lib/schwab_rb/orders/stop_price_link_basis.rb

@@ -1,15 +1,15 @@
 module SchwabRb
   module Orders
     module StopPriceLinkBasis
-      MANUAL = 'MANUAL'
-      BASE = 'BASE'
-      TRIGGER = 'TRIGGER'
-      LAST = 'LAST'
-      BID = 'BID'
-      ASK = 'ASK'
-      ASK_BID = 'ASK_BID'
-      MARK = 'MARK'
-      AVERAGE = 'AVERAGE'
+      MANUAL = "MANUAL"
+      BASE = "BASE"
+      TRIGGER = "TRIGGER"
+      LAST = "LAST"
+      BID = "BID"
+      ASK = "ASK"
+      ASK_BID = "ASK_BID"
+      MARK = "MARK"
+      AVERAGE = "AVERAGE"
     end
   end
 end

data/lib/schwab_rb/orders/stop_price_link_type.rb

@@ -1,9 +1,9 @@
 module SchwabRb
   module Orders
     module StopPriceLinkType
-      VALUE = 'VALUE'
-      PERCENT = 'PERCENT'
-      TICK = 'TICK'
+      VALUE = "VALUE"
+      PERCENT = "PERCENT"
+      TICK = "TICK"
     end
   end
 end

data/lib/schwab_rb/orders/stop_type.rb

@@ -1,11 +1,11 @@
 module SchwabRb
   module Orders
     module StopType
-      STANDARD = 'STANDARD'
-      BID = 'BID'
-      ASK = 'ASK'
-      LAST = 'LAST'
-      MARK = 'MARK'
+      STANDARD = "STANDARD"
+      BID = "BID"
+      ASK = "ASK"
+      LAST = "LAST"
+      MARK = "MARK"
     end
   end
 end

data/lib/schwab_rb/orders/tax_lot_method.rb

@@ -1,13 +1,13 @@
 module SchwabRb
   module Orders
     module TaxLotMethod
-      FIFO = 'FIFO'
-      LIFO = 'LIFO'
-      HIGH_COST = 'HIGH_COST'
-      LOW_COST = 'LOW_COST'
-      AVERAGE_COST = 'AVERAGE_COST'
-      SPECIFIC_LOT = 'SPECIFIC_LOT'
-      LOSS_HARVESTER = 'LOSS_HARVESTER'
+      FIFO = "FIFO"
+      LIFO = "LIFO"
+      HIGH_COST = "HIGH_COST"
+      LOW_COST = "LOW_COST"
+      AVERAGE_COST = "AVERAGE_COST"
+      SPECIFIC_LOT = "SPECIFIC_LOT"
+      LOSS_HARVESTER = "LOSS_HARVESTER"
     end
   end
 end

data/lib/schwab_rb/price_history.rb

@@ -3,10 +3,10 @@
 module SchwabRb
   class PriceHistory
     module PeriodTypes
-      DAY = 'day'
-      MONTH = 'month'
-      YEAR = 'year'
-      YEAR_TO_DATE = 'ytd'
+      DAY = "day"
+      MONTH = "month"
+      YEAR = "year"
+      YEAR_TO_DATE = "ytd"
     end
 
     module Periods
@@ -34,10 +34,10 @@ module SchwabRb
     end
 
     module FrequencyTypes
-      MINUTE = 'minute'
-      DAILY = 'daily'
-      WEEKLY = 'weekly'
-      MONTHLY = 'monthly'
+      MINUTE = "minute"
+      DAILY = "daily"
+      WEEKLY = "weekly"
+      MONTHLY = "monthly"
     end
 
     module Frequencies

data/lib/schwab_rb/quote.rb

@@ -3,11 +3,11 @@
 module SchwabRb
   class Quote
     module Types
-      QUOTE = 'quote'
-      FUNDAMENTAL = 'fundamental'
-      EXTENDED = 'extended'
-      REFERENCE = 'reference'
-      REGULAR = 'regular'
+      QUOTE = "quote"
+      FUNDAMENTAL = "fundamental"
+      EXTENDED = "extended"
+      REFERENCE = "reference"
+      REGULAR = "regular"
     end
   end
 end

data/lib/schwab_rb/transaction.rb

@@ -3,21 +3,21 @@
 module SchwabRb
   class Transaction
     module Types
-      TRADE = 'TRADE'
-      RECEIVE_AND_DELIVER = 'RECEIVE_AND_DELIVER'
-      DIVIDEND_OR_INTEREST = 'DIVIDEND_OR_INTEREST'
-      ACH_RECEIPT = 'ACH_RECEIPT'
-      ACH_DISBURSEMENT = 'ACH_DISBURSEMENT'
-      CASH_RECEIPT = 'CASH_RECEIPT'
-      CASH_DISBURSEMENT = 'CASH_DISBURSEMENT'
-      ELECTRONIC_FUND = 'ELECTRONIC_FUND'
-      WIRE_OUT = 'WIRE_OUT'
-      WIRE_IN = 'WIRE_IN'
-      JOURNAL = 'JOURNAL'
-      MEMORANDUM = 'MEMORANDUM'
-      MARGIN_CALL = 'MARGIN_CALL'
-      MONEY_MARKET = 'MONEY_MARKET'
-      SMA_ADJUSTMENT = 'SMA_ADJUSTMENT'
+      TRADE = "TRADE"
+      RECEIVE_AND_DELIVER = "RECEIVE_AND_DELIVER"
+      DIVIDEND_OR_INTEREST = "DIVIDEND_OR_INTEREST"
+      ACH_RECEIPT = "ACH_RECEIPT"
+      ACH_DISBURSEMENT = "ACH_DISBURSEMENT"
+      CASH_RECEIPT = "CASH_RECEIPT"
+      CASH_DISBURSEMENT = "CASH_DISBURSEMENT"
+      ELECTRONIC_FUND = "ELECTRONIC_FUND"
+      WIRE_OUT = "WIRE_OUT"
+      WIRE_IN = "WIRE_IN"
+      JOURNAL = "JOURNAL"
+      MEMORANDUM = "MEMORANDUM"
+      MARGIN_CALL = "MARGIN_CALL"
+      MONEY_MARKET = "MONEY_MARKET"
+      SMA_ADJUSTMENT = "SMA_ADJUSTMENT"
     end
   end
 end

data/lib/schwab_rb/utils/logger.rb

@@ -1,5 +1,5 @@
-require 'logger'
-require 'fileutils'
+require "logger"
+require "fileutils"
 
 module SchwabRb
   class Logger
@@ -27,17 +27,13 @@ module SchwabRb
 
         log_destination = config.effective_log_file || STDOUT
 
-        if log_destination == :null || log_destination == '/dev/null'
-          return null_logger
-        end
+        return null_logger if [:null, "/dev/null"].include?(log_destination)
 
-        if log_destination.is_a?(String) && log_destination != 'STDOUT'
-          setup_log_file(log_destination)
-        end
+        setup_log_file(log_destination) if log_destination.is_a?(String) && log_destination != "STDOUT"
 
-        ::Logger.new(log_destination, 'weekly').tap do |log|
+        ::Logger.new(log_destination, "weekly").tap do |log|
           log.level = parse_log_level(config.log_level)
-          log.formatter = proc do |severity, datetime, progname, msg|
+          log.formatter = proc do |severity, datetime, _progname, msg|
             "[#{datetime.strftime('%H:%M:%S')}] SCHWAB_RB #{severity}: #{msg}\n"
           end
         end
@@ -57,11 +53,11 @@ module SchwabRb
 
       def parse_log_level(level)
         case level.to_s.upcase
-        when 'DEBUG' then ::Logger::DEBUG
-        when 'INFO' then ::Logger::INFO
-        when 'WARN' then ::Logger::WARN
-        when 'ERROR' then ::Logger::ERROR
-        when 'FATAL' then ::Logger::FATAL
+        when "DEBUG" then ::Logger::DEBUG
+        when "INFO" then ::Logger::INFO
+        when "WARN" then ::Logger::WARN
+        when "ERROR" then ::Logger::ERROR
+        when "FATAL" then ::Logger::FATAL
         else ::Logger::WARN
         end
       end

data/lib/schwab_rb/utils/redactor.rb

@@ -1,13 +1,13 @@
 # frozen_string_literal: true
 
-require 'json'
+require "json"
 
 module SchwabRb
   class Redactor
     # Patterns for account numbers and hashes that should be redacted
     ACCOUNT_NUMBER_PATTERN = /\b\d{8,12}\b/
     ACCOUNT_HASH_PATTERN = /\b[A-Z0-9]{32}\b/
-    
+
     # JSON keys that commonly contain sensitive account information
     SENSITIVE_KEYS = %w[
       accountNumber
@@ -16,19 +16,19 @@ module SchwabRb
       hashValue
       encryptedId
     ].freeze
-    
+
     def self.redact_url(url_string)
       return url_string unless url_string
-      
+
       redacted = url_string.to_s.dup
-      redacted.gsub!(ACCOUNT_NUMBER_PATTERN, '[REDACTED_ACCOUNT_NUMBER]')
-      redacted.gsub!(ACCOUNT_HASH_PATTERN, '[REDACTED_ACCOUNT_HASH]')
+      redacted.gsub!(ACCOUNT_NUMBER_PATTERN, "[REDACTED_ACCOUNT_NUMBER]")
+      redacted.gsub!(ACCOUNT_HASH_PATTERN, "[REDACTED_ACCOUNT_HASH]")
       redacted
     end
-    
+
     def self.redact_data(data)
       return data unless data
-      
+
       case data
       when Hash
         redact_hash(data)
@@ -43,13 +43,13 @@ module SchwabRb
         data
       end
     end
-    
+
     def self.redact_response_body(response)
       return unless response&.respond_to?(:body)
-      
+
       body = response.body
       return unless body
-      
+
       begin
         if body.is_a?(String)
           parsed = JSON.parse(body)
@@ -70,34 +70,32 @@ module SchwabRb
         redact_string(body_str)
       end
     end
-    
-    private
-    
+
     def self.redact_hash(hash)
       hash.each_with_object({}) do |(key, value), redacted|
-        if SENSITIVE_KEYS.include?(key.to_s)
-          redacted[key] = '[REDACTED]'
+        redacted[key] = if SENSITIVE_KEYS.include?(key.to_s)
+                          "[REDACTED]"
         else
           case value
           when Hash
-            redacted[key] = redact_hash(value)
+            redact_hash(value)
           when Array
-            redacted[key] = value.map { |item| redact_data(item) }
+            value.map { |item| redact_data(item) }
           when String
-            redacted[key] = redact_string(value)
+            redact_string(value)
           else
-            redacted[key] = value
+            value
           end
-        end
+                        end
       end
     end
-    
+
     def self.redact_string(str)
       return str unless str.is_a?(String)
-      
+
       redacted = str.dup
-      redacted.gsub!(ACCOUNT_NUMBER_PATTERN, '[REDACTED_ACCOUNT_NUMBER]')
-      redacted.gsub!(ACCOUNT_HASH_PATTERN, '[REDACTED_ACCOUNT_HASH]')
+      redacted.gsub!(ACCOUNT_NUMBER_PATTERN, "[REDACTED_ACCOUNT_NUMBER]")
+      redacted.gsub!(ACCOUNT_HASH_PATTERN, "[REDACTED_ACCOUNT_HASH]")
       redacted
     end
   end

data/lib/schwab_rb/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module SchwabRb
-  VERSION = "0.2.0"
+  VERSION = "0.3.0"
 end

data/lib/schwab_rb.rb

@@ -42,6 +42,7 @@ require_relative "schwab_rb/data_objects/option_chain"
 require_relative "schwab_rb/data_objects/option_expiration_chain"
 require_relative "schwab_rb/data_objects/price_history"
 require_relative "schwab_rb/data_objects/market_hours"
+require_relative "schwab_rb/data_objects/market_movers"
 
 module SchwabRb
   class Error < StandardError; end

metadata

@@ -1,13 +1,13 @@
 --- !ruby/object:Gem::Specification
 name: schwab_rb
 version: !ruby/object:Gem::Version
-  version: 0.2.0
+  version: 0.3.0
 platform: ruby
 authors:
 - Joseph Platta
 bindir: exe
 cert_chain: []
-date: 2025-07-20 00:00:00.000000000 Z
+date: 2025-07-21 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: async
@@ -192,12 +192,14 @@ executables: []
 extensions: []
 extra_rdoc_files: []
 files:
+- ".claude/settings.local.json"
 - ".copilotignore"
 - ".rspec"
 - ".rspec_status"
 - ".rubocop.yml"
 - ".rubocop_todo.yml"
 - CHANGELOG.md
+- CLAUDE.md
 - LICENSE.txt
 - README.md
 - Rakefile
@@ -223,6 +225,7 @@ files:
 - lib/schwab_rb/data_objects/account_numbers.rb
 - lib/schwab_rb/data_objects/instrument.rb
 - lib/schwab_rb/data_objects/market_hours.rb
+- lib/schwab_rb/data_objects/market_movers.rb
 - lib/schwab_rb/data_objects/option.rb
 - lib/schwab_rb/data_objects/option_chain.rb
 - lib/schwab_rb/data_objects/option_expiration_chain.rb
@@ -269,6 +272,7 @@ metadata:
   homepage_uri: https://github.com/jwplatta/schwab_rb
   source_code_uri: https://github.com/jwplatta/schwab_rb
   changelog_uri: https://github.com/jwplatta/schwab_rb/blob/main/CHANGELOG.md
+  rubygems_mfa_required: 'true'
 rdoc_options: []
 require_paths:
 - lib