schwab_rb 0.2.0

data/lib/schwab_rb/orders/stop_type.rb

@@ -0,0 +1,11 @@
+module SchwabRb
+  module Orders
+    module StopType
+      STANDARD = 'STANDARD'
+      BID = 'BID'
+      ASK = 'ASK'
+      LAST = 'LAST'
+      MARK = 'MARK'
+    end
+  end
+end

data/lib/schwab_rb/orders/tax_lot_method.rb

@@ -0,0 +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'
+    end
+  end
+end

data/lib/schwab_rb/price_history.rb

@@ -0,0 +1,55 @@
+# frozen_string_literal: true
+
+module SchwabRb
+  class PriceHistory
+    module PeriodTypes
+      DAY = 'day'
+      MONTH = 'month'
+      YEAR = 'year'
+      YEAR_TO_DATE = 'ytd'
+    end
+
+    module Periods
+      ONE_DAY = 1
+      TWO_DAYS = 2
+      THREE_DAYS = 3
+      FOUR_DAYS = 4
+      FIVE_DAYS = 5
+      TEN_DAYS = 10
+
+      ONE_MONTH = 1
+      TWO_MONTHS = 2
+      THREE_MONTHS = 3
+      SIX_MONTHS = 6
+
+      ONE_YEAR = 1
+      TWO_YEARS = 2
+      THREE_YEARS = 3
+      FIVE_YEARS = 5
+      TEN_YEARS = 10
+      FIFTEEN_YEARS = 15
+      TWENTY_YEARS = 20
+
+      YEAR_TO_DATE = 1
+    end
+
+    module FrequencyTypes
+      MINUTE = 'minute'
+      DAILY = 'daily'
+      WEEKLY = 'weekly'
+      MONTHLY = 'monthly'
+    end
+
+    module Frequencies
+      EVERY_MINUTE = 1
+      EVERY_FIVE_MINUTES = 5
+      EVERY_TEN_MINUTES = 10
+      EVERY_FIFTEEN_MINUTES = 15
+      EVERY_THIRTY_MINUTES = 30
+
+      DAILY = 1
+      WEEKLY = 1
+      MONTHLY = 1
+    end
+  end
+end

data/lib/schwab_rb/quote.rb

@@ -0,0 +1,13 @@
+# frozen_string_literal: true
+
+module SchwabRb
+  class Quote
+    module Types
+      QUOTE = 'quote'
+      FUNDAMENTAL = 'fundamental'
+      EXTENDED = 'extended'
+      REFERENCE = 'reference'
+      REGULAR = 'regular'
+    end
+  end
+end

data/lib/schwab_rb/transaction.rb

@@ -0,0 +1,23 @@
+# frozen_string_literal: true
+
+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'
+    end
+  end
+end

data/lib/schwab_rb/utils/enum_enforcer.rb

@@ -0,0 +1,73 @@
+module EnumEnforcer
+  def enforce_enums?
+    @enforce_enums ||= false
+  end
+
+  def enforce_enums=(value)
+    @enforce_enums = value
+  end
+
+  def type_error(value, required_enum_type)
+    possible_members_message = ""
+
+    if value.is_a? String
+      possible_members = required_enum_type.constants.filter_map do |member|
+        fullname = "#{required_enum_type}::#{member}"
+        fullname if fullname.include?(value)
+      end
+
+      if possible_members.any?
+        possible_members_message = "Did you mean " +
+                                   possible_members[0..-2].join(", ") +
+                                   (possible_members.size > 1 ? " or " : "") +
+                                   possible_members[-1].to_s + "? "
+      end
+    end
+
+    raise ArgumentError,
+          "expected type \"#{required_enum_type}\", got type \"#{value.class}\". #{possible_members_message}(initialize with enforce_enums: false to disable this checking)"
+  end
+
+  def convert_enum(value, enum_type)
+    return nil if value.nil?
+
+    valid_values = enum_type.constants.map { |const| enum_type.const_get(const) }
+
+    if valid_values.include? value
+      value
+    elsif enforce_enums
+      type_error(value, enum_type)
+    else
+      value
+    end
+  end
+
+  def convert_enum_iterable(iterable, enum_type)
+    return [] if iterable.nil?
+
+    valid_values = get_valid_enum_values(enum_type)
+
+    return [iterable] if valid_values.include? iterable
+
+    values = []
+    iterable.each do |value|
+      if valid_values.include? value
+        values << value
+      elsif enforce_enums
+        type_error(value, enum_type)
+      else
+        values << value
+      end
+    end
+
+    values
+  end
+
+  def set_enforce_enums(enforce_enums)
+    @enforce_enums = enforce_enums
+  end
+
+  def get_valid_enum_values(enum_type)
+    enum_type.constants.map { |const| enum_type.const_get(const) }
+  end
+end

data/lib/schwab_rb/utils/logger.rb

@@ -0,0 +1,70 @@
+require 'logger'
+require 'fileutils'
+
+module SchwabRb
+  class Logger
+    class << self
+      def logger
+        @logger ||= create_logger
+      end
+
+      def reset!
+        @logger = nil
+      end
+
+      def configure
+        yield(self) if block_given?
+      end
+
+      private
+
+      def create_logger
+        config = SchwabRb.configuration
+
+        return config.logger if config.has_external_logger?
+        return null_logger if config.silence_output
+        return null_logger unless config.should_create_logger?
+
+        log_destination = config.effective_log_file || STDOUT
+
+        if log_destination == :null || log_destination == '/dev/null'
+          return null_logger
+        end
+
+        if log_destination.is_a?(String) && log_destination != 'STDOUT'
+          setup_log_file(log_destination)
+        end
+
+        ::Logger.new(log_destination, 'weekly').tap do |log|
+          log.level = parse_log_level(config.log_level)
+          log.formatter = proc do |severity, datetime, progname, msg|
+            "[#{datetime.strftime('%H:%M:%S')}] SCHWAB_RB #{severity}: #{msg}\n"
+          end
+        end
+      end
+
+      def setup_log_file(log_file)
+        dir = File.dirname(log_file)
+        FileUtils.mkdir_p(dir) unless File.directory?(dir)
+        FileUtils.touch(log_file) unless File.exist?(log_file)
+      end
+
+      def null_logger
+        ::Logger.new(IO::NULL).tap do |log|
+          log.level = ::Logger::FATAL
+        end
+      end
+
+      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
+        else ::Logger::WARN
+        end
+      end
+    end
+  end
+end

data/lib/schwab_rb/utils/redactor.rb

@@ -0,0 +1,104 @@
+# frozen_string_literal: true
+
+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
+      accountId
+      accountHash
+      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
+    end
+    
+    def self.redact_data(data)
+      return data unless data
+      
+      case data
+      when Hash
+        redact_hash(data)
+      when String
+        begin
+          parsed = JSON.parse(data)
+          redact_data(parsed).to_json
+        rescue JSON::ParserError
+          redact_string(data)
+        end
+      else
+        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)
+          redact_data(parsed)
+        elsif body.respond_to?(:read)
+          # Handle IO-like objects
+          content = body.read
+          body.rewind if body.respond_to?(:rewind)
+          parsed = JSON.parse(content)
+          redact_data(parsed)
+        else
+          redact_data(body)
+        end
+      rescue JSON::ParserError
+        # If it's not JSON, just redact as a string
+        body_str = body.respond_to?(:read) ? body.read : body.to_s
+        body.rewind if body.respond_to?(:rewind)
+        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]'
+        else
+          case value
+          when Hash
+            redacted[key] = redact_hash(value)
+          when Array
+            redacted[key] = value.map { |item| redact_data(item) }
+          when String
+            redacted[key] = redact_string(value)
+          else
+            redacted[key] = value
+          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
+    end
+  end
+end

data/lib/schwab_rb/version.rb

@@ -0,0 +1,5 @@
+# frozen_string_literal: true
+
+module SchwabRb
+  VERSION = "0.2.0"
+end

data/lib/schwab_rb.rb

@@ -0,0 +1,48 @@
+# frozen_string_literal: true
+
+require_relative "schwab_rb/version"
+require_relative "schwab_rb/configuration"
+require_relative "schwab_rb/auth/token_manager"
+require_relative "schwab_rb/auth/token"
+require_relative "schwab_rb/auth/init_client_login"
+require_relative "schwab_rb/auth/init_client_token_file"
+require_relative "schwab_rb/auth/init_client_easy"
+require_relative "schwab_rb/auth/auth_context"
+require_relative "schwab_rb/clients/client"
+require_relative "schwab_rb/clients/async_client"
+require_relative "schwab_rb/auth/login_flow_server"
+require_relative "schwab_rb/constants"
+require_relative "schwab_rb/orders/order"
+require_relative "schwab_rb/account"
+require_relative "schwab_rb/transaction"
+require_relative "schwab_rb/quote"
+require_relative "schwab_rb/option"
+require_relative "schwab_rb/orders/instruments"
+require_relative "schwab_rb/market_hours"
+require_relative "schwab_rb/price_history"
+require_relative "schwab_rb/movers"
+require_relative "schwab_rb/orders/builder"
+require_relative "schwab_rb/orders/session"
+require_relative "schwab_rb/orders/duration"
+require_relative "schwab_rb/orders/equity_instructions"
+require_relative "schwab_rb/orders/option_instructions"
+require_relative "schwab_rb/utils/logger"
+require_relative "schwab_rb/data_objects/account"
+require_relative "schwab_rb/data_objects/account_numbers"
+require_relative "schwab_rb/data_objects/instrument"
+require_relative "schwab_rb/data_objects/position"
+require_relative "schwab_rb/data_objects/quote"
+require_relative "schwab_rb/data_objects/transaction"
+require_relative "schwab_rb/data_objects/user_preferences"
+require_relative "schwab_rb/data_objects/order"
+require_relative "schwab_rb/data_objects/order_leg"
+require_relative "schwab_rb/data_objects/order_preview"
+require_relative "schwab_rb/data_objects/option"
+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"
+
+module SchwabRb
+  class Error < StandardError; end
+end

data/sig/schwab_rb.rbs

@@ -0,0 +1,4 @@
+module SchwabRb
+  VERSION: String
+  # See the writing guide of rbs: https://github.com/ruby/rbs#guides
+end