schwab_rb 0.3.2 → 0.3.3

data/lib/schwab_rb/orders/builder.rb

@@ -1,201 +1,205 @@
+# frozen_string_literal: true
+
 require_relative "../utils/enum_enforcer"
 
-module SchwabRb::Orders
-  class Builder
-    # Helper class to create arbitrarily complex orders. Note this class simply
-    # implements the order schema defined in the `documentation
-    # <https://developer.schwabmeritrade.com/account-access/apis/post/accounts/
-    # %7BaccountId%7D/orders-0>`__, with no attempts to validate the result.
-    # Orders created using this class may be rejected or may never fill. Use at
-    # your own risk.
-
-    include EnumEnforcer
-
-    class << self
-      def build(obj)
-        case obj
-        when String, Integer, Float
-          obj
-        when Hash
-          obj.each_with_object({}) do |(key, val), acc|
-            acc[camel_case(key)] = build(val)
+module SchwabRb
+  module Orders
+    class Builder
+      # Helper class to create arbitrarily complex orders. Note this class simply
+      # implements the order schema defined in the `documentation
+      # <https://developer.schwabmeritrade.com/account-access/apis/post/accounts/
+      # %7BaccountId%7D/orders-0>`__, with no attempts to validate the result.
+      # Orders created using this class may be rejected or may never fill. Use at
+      # your own risk.
+
+      include EnumEnforcer
+
+      class << self
+        def build(obj)
+          case obj
+          when String, Integer, Float
+            obj
+          when Hash
+            obj.each_with_object({}) do |(key, val), acc|
+              acc[camel_case(key)] = build(val)
+            end
+          when Array
+            obj.map { |i| build(i) }
+          else
+            ret = {}
+            obj.instance_variables.each do |var|
+              value = obj.instance_variable_get(var)
+              next if value.nil?
+
+              name = var.to_s[1..]
+              ret[camel_case(name)] = build(value)
+            end
+            ret
           end
-        when Array
-          obj.map { |i| build(i) }
-        else
-          ret = {}
-          obj.instance_variables.each do |var|
-            value = obj.instance_variable_get(var)
-            next if value.nil?
+        end
 
-            name = var.to_s[1..-1]
-            ret[camel_case(name)] = build(value)
-          end
-          ret
+        def camel_case(snake_str)
+          camel_case_str = snake_str.split("_").map(&:capitalize).join
+          camel_case_str[0].downcase + camel_case_str[1..]
         end
       end
 
-      def camel_case(snake_str)
-        camel_case_str = snake_str.split("_").map(&:capitalize).join
-        camel_case_str[0].downcase + camel_case_str[1..]
+      def initialize(enforce_enums: true)
+        @session = nil
+        @account_number = nil
+        @duration = nil
+        @order_type = nil
+        @complex_order_strategy_type = nil
+        @quantity = nil
+        @destination_link_name = nil
+        @stop_price = nil
+        @stop_price_link_basis = nil
+        @stop_price_link_type = nil
+        @stop_price_offset = nil
+        @stop_type = nil
+        @price_link_basis = nil
+        @price_link_type = nil
+        @price = nil
+        @order_leg_collection = nil
+        @activation_price = nil
+        @special_instruction = nil
+        @order_strategy_type = nil
+        @child_order_strategies = nil
       end
-    end
 
-    def initialize(enforce_enums: true)
-      @session = nil
-      @account_number = nil
-      @duration = nil
-      @order_type = nil
-      @complex_order_strategy_type = nil
-      @quantity = nil
-      @destination_link_name = nil
-      @stop_price = nil
-      @stop_price_link_basis = nil
-      @stop_price_link_type = nil
-      @stop_price_offset = nil
-      @stop_type = nil
-      @price_link_basis = nil
-      @price_link_type = nil
-      @price = nil
-      @order_leg_collection = nil
-      @activation_price = nil
-      @special_instruction = nil
-      @order_strategy_type = nil
-      @child_order_strategies = nil
-    end
+      def set_session(session)
+        @session = convert_enum(session, SchwabRb::Orders::Session)
+      end
 
-    def set_session(session)
-      @session = convert_enum(session, SchwabRb::Orders::Session)
-    end
+      def clear_session
+        @session = nil
+      end
 
-    def clear_session
-      @session = nil
-    end
+      def set_account_number(account_number)
+        @account_number = account_number
+      end
 
-    def set_account_number(account_number)
-      @account_number = account_number
-    end
+      def clear_account_number
+        @account_number = nil
+      end
 
-    def clear_account_number
-      @account_number = nil
-    end
+      def set_duration(duration)
+        @duration = convert_enum(duration, SchwabRb::Orders::Duration)
+      end
 
-    def set_duration(duration)
-      @duration = convert_enum(duration, SchwabRb::Orders::Duration)
-    end
+      def clear_duration
+        @duration = nil
+      end
 
-    def clear_duration
-      @duration = nil
-    end
+      def set_order_type(order_type)
+        @order_type = convert_enum(order_type, SchwabRb::Order::Types)
+      end
 
-    def set_order_type(order_type)
-      @order_type = convert_enum(order_type, SchwabRb::Order::Types)
-    end
+      def clear_order_type
+        @order_type = nil
+      end
 
-    def clear_order_type
-      @order_type = nil
-    end
+      def set_quantity(quantity)
+        raise "quantity must be positive" if quantity <= 0
 
-    def set_quantity(quantity)
-      raise "quantity must be positive" if quantity <= 0
+        @quantity = quantity
+      end
 
-      @quantity = quantity
-    end
+      def clear_quantity
+        @quantity = nil
+      end
 
-    def clear_quantity
-      @quantity = nil
-    end
+      def set_price(price)
+        @price = price
+      end
 
-    def set_price(price)
-      @price = price
-    end
+      def clear_price
+        @price = nil
+      end
 
-    def clear_price
-      @price = nil
-    end
+      def set_stop_price(stop_price)
+        @stop_price = stop_price.is_a?(String) ? stop_price : truncate_float(stop_price)
+      end
 
-    def set_stop_price(stop_price)
-      @stop_price = stop_price.is_a?(String) ? stop_price : truncate_float(stop_price)
-    end
+      def copy_stop_price(stop_price)
+        @stop_price = stop_price
+      end
 
-    def copy_stop_price(stop_price)
-      @stop_price = stop_price
-    end
+      def clear_stop_price
+        @stop_price = nil
+      end
 
-    def clear_stop_price
-      @stop_price = nil
-    end
+      def set_order_strategy_type(order_strategy_type = "SINGLE")
+        @order_strategy_type = order_strategy_type
+      end
 
-    def set_order_strategy_type(order_strategy_type = "SINGLE")
-      @order_strategy_type = order_strategy_type
-    end
+      def clear_order_strategy_type
+        @order_strategy_type = nil
+      end
 
-    def clear_order_strategy_type
-      @order_strategy_type = nil
-    end
+      def set_complex_order_strategy_type(complex_order_strategy_type)
+        @complex_order_strategy_type = convert_enum(
+          complex_order_strategy_type,
+          SchwabRb::Order::ComplexOrderStrategyTypes
+        )
+      end
 
-    def set_complex_order_strategy_type(complex_order_strategy_type)
-      @complex_order_strategy_type = convert_enum(
-        complex_order_strategy_type,
-        SchwabRb::Order::ComplexOrderStrategyTypes
-      )
-    end
+      def clear_complex_order_strategy_type
+        @complex_order_strategy_type = nil
+      end
 
-    def clear_complex_order_strategy_type
-      @complex_order_strategy_type = nil
-    end
+      def add_child_order_strategy(child_order_strategy)
+        raise "child order must be OrderBuilder or Hash" unless [Builder, Hash].any? do |type|
+          child_order_strategy.is_a? type
+        end
 
-    def add_child_order_strategy(child_order_strategy)
-      raise "child order must be OrderBuilder or Hash" unless [Builder, Hash].any? do |type|
-        child_order_strategy.is_a? type
+        @child_order_strategies ||= []
+        @child_order_strategies << child_order_strategy
       end
 
-      @child_order_strategies ||= []
-      @child_order_strategies << child_order_strategy
-    end
-
-    def clear_child_order_strategies
-      @child_order_strategies = nil
-    end
+      def clear_child_order_strategies
+        @child_order_strategies = nil
+      end
 
-    def add_option_leg(instruction, symbol, quantity)
-      raise "quantity must be positive" if quantity <= 0
+      def add_option_leg(instruction, symbol, quantity)
+        raise "quantity must be positive" if quantity <= 0
 
-      @order_leg_collection ||= []
-      @order_leg_collection << {
-        "instruction" => convert_enum(instruction, SchwabRb::Orders::OptionInstructions),
-        "instrument" => SchwabRb::Orders::OptionInstrument.new(symbol),
-        "quantity" => quantity
-      }
-    end
+        @order_leg_collection ||= []
+        @order_leg_collection << {
+          "instruction" => convert_enum(instruction, SchwabRb::Orders::OptionInstructions),
+          "instrument" => SchwabRb::Orders::OptionInstrument.new(symbol),
+          "quantity" => quantity
+        }
+      end
 
-    def add_equity_leg(instruction, symbol, quantity)
-      raise "quantity must be positive" if quantity <= 0
+      def add_equity_leg(instruction, symbol, quantity)
+        raise "quantity must be positive" if quantity <= 0
 
-      @order_leg_collection ||= []
-      @order_leg_collection << {
-        "instruction" => convert_enum(instruction, SchwabRb::Orders::EquityInstructions),
-        "instrument" => SchwabRb::Orders::EquityInstrument.new(symbol),
-        "quantity" => quantity
-      }
-    end
+        @order_leg_collection ||= []
+        @order_leg_collection << {
+          "instruction" => convert_enum(instruction, SchwabRb::Orders::EquityInstructions),
+          "instrument" => SchwabRb::Orders::EquityInstrument.new(symbol),
+          "quantity" => quantity
+        }
+      end
 
-    def clear_order_legs
-      @order_leg_collection = nil
-      self
-    end
+      def clear_order_legs
+        @order_leg_collection = nil
+        self
+      end
 
-    def build
-      Builder.build(self)
-    end
+      def build
+        Builder.build(self)
+      end
 
-    private
+      private
 
-    def truncate_float(flt)
-      if flt.abs < 1 && flt != 0.0
-        format("%.4f", (flt * 10_000).to_i / 10_000.0)
-      else
-        format("%.2f", (flt * 100).to_i / 100.0)
+      def truncate_float(flt)
+        if flt.abs < 1 && flt != 0.0
+          format("%.4f", (flt * 10_000).to_i / 10_000.0)
+        else
+          format("%.2f", (flt * 100).to_i / 100.0)
+        end
       end
     end
   end

data/lib/schwab_rb/orders/destination.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module SchwabRb
   module Orders
     module Destination

data/lib/schwab_rb/orders/duration.rb

@@ -1,9 +1,15 @@
-module SchwabRb::Orders::Duration
-  DAY = "DAY"
-  GOOD_TILL_CANCEL = "GOOD_TILL_CANCEL"
-  FILL_OR_KILL = "FILL_OR_KILL"
-  IMMEDIATE_OR_CANCEL = "IMMEDIATE_OR_CANCEL"
-  END_OF_WEEK = "END_OF_WEEK"
-  END_OF_MONTH = "END_OF_MONTH"
-  NEXT_END_OF_MONTH = "NEXT_END_OF_MONTH"
+# frozen_string_literal: true
+
+module SchwabRb
+  module Orders
+    module Duration
+      DAY = "DAY"
+      GOOD_TILL_CANCEL = "GOOD_TILL_CANCEL"
+      FILL_OR_KILL = "FILL_OR_KILL"
+      IMMEDIATE_OR_CANCEL = "IMMEDIATE_OR_CANCEL"
+      END_OF_WEEK = "END_OF_WEEK"
+      END_OF_MONTH = "END_OF_MONTH"
+      NEXT_END_OF_MONTH = "NEXT_END_OF_MONTH"
+    end
+  end
 end

data/lib/schwab_rb/orders/equity_instructions.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module SchwabRb
   module Orders
     module EquityInstructions

data/lib/schwab_rb/orders/errors.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module SchwabRb
   module Orders
     class InvalidOrder < StandardError; end

data/lib/schwab_rb/orders/instruments.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module SchwabRb
   module Orders
     class Instrument

data/lib/schwab_rb/orders/option_instructions.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module SchwabRb
   module Orders
     module OptionInstructions

data/lib/schwab_rb/orders/order.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module SchwabRb
   class Order
     module Statuses

data/lib/schwab_rb/orders/price_link_basis.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module SchwabRb
   module Orders
     module PriceLinkBasis

data/lib/schwab_rb/orders/price_link_type.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module SchwabRb
   module Orders
     module PriceLinkType

data/lib/schwab_rb/orders/session.rb

@@ -1,14 +1,20 @@
-module SchwabRb::Orders::Session
-  # Normal market hours, from 9:30am to 4:00pm Eastern.
-  NORMAL = "NORMAL"
+# frozen_string_literal: true
 
-  # Premarket session, from 8:00am to 9:30am Eastern.
-  AM = "AM"
+module SchwabRb
+  module Orders
+    module Session
+      # Normal market hours, from 9:30am to 4:00pm Eastern.
+      NORMAL = "NORMAL"
 
-  # After-market session, from 4:00pm to 8:00pm Eastern.
-  PM = "PM"
+      # Premarket session, from 8:00am to 9:30am Eastern.
+      AM = "AM"
 
-  # Orders are active during all trading sessions except the overnight
-  # session. This is the union of ``NORMAL``, ``AM``, and ``PM``.
-  SEAMLESS = "SEAMLESS"
+      # After-market session, from 4:00pm to 8:00pm Eastern.
+      PM = "PM"
+
+      # Orders are active during all trading sessions except the overnight
+      # session. This is the union of ``NORMAL``, ``AM``, and ``PM``.
+      SEAMLESS = "SEAMLESS"
+    end
+  end
 end

data/lib/schwab_rb/orders/special_instruction.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module SchwabRb
   module Orders
     module SpecialInstruction

data/lib/schwab_rb/orders/stop_price_link_basis.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module SchwabRb
   module Orders
     module StopPriceLinkBasis

data/lib/schwab_rb/orders/stop_price_link_type.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module SchwabRb
   module Orders
     module StopPriceLinkType

data/lib/schwab_rb/orders/stop_type.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module SchwabRb
   module Orders
     module StopType

data/lib/schwab_rb/orders/tax_lot_method.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module SchwabRb
   module Orders
     module TaxLotMethod

data/lib/schwab_rb/utils/enum_enforcer.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 module EnumEnforcer
   def enforce_enums?
     @enforce_enums ||= false
@@ -17,10 +19,7 @@ module EnumEnforcer
       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 + "? "
+        possible_members_message = "Did you mean #{possible_members[0..-2].join(', ')}#{possible_members.size > 1 ? ' or ' : ''}#{possible_members[-1]}? "
       end
     end
 

data/lib/schwab_rb/utils/logger.rb

@@ -1,3 +1,5 @@
+# frozen_string_literal: true
+
 require "logger"
 require "fileutils"
 
@@ -25,7 +27,7 @@ module SchwabRb
         return null_logger if config.silence_output
         return null_logger unless config.should_create_logger?
 
-        log_destination = config.effective_log_file || STDOUT
+        log_destination = config.effective_log_file || $stdout
 
         return null_logger if [:null, "/dev/null"].include?(log_destination)
 

data/lib/schwab_rb/utils/redactor.rb

@@ -4,9 +4,8 @@ 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/
+    ACCOUNT_NUMBER_PATTERN = /\b\d{8,12}\b/.freeze
+    ACCOUNT_HASH_PATTERN = /\b[A-Z0-9]{32}\b/.freeze
 
     # JSON keys that commonly contain sensitive account information
     SENSITIVE_KEYS = %w[
@@ -45,7 +44,7 @@ module SchwabRb
     end
 
     def self.redact_response_body(response)
-      return unless response&.respond_to?(:body)
+      return unless response.respond_to?(:body)
 
       body = response.body
       return unless body
@@ -55,7 +54,6 @@ module SchwabRb
           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)

data/lib/schwab_rb/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module SchwabRb
-  VERSION = "0.3.2"
+  VERSION = "0.3.3"
 end

metadata

@@ -1,13 +1,13 @@
 --- !ruby/object:Gem::Specification
 name: schwab_rb
 version: !ruby/object:Gem::Version
-  version: 0.3.2
+  version: 0.3.3
 platform: ruby
 authors:
 - Joseph Platta
 bindir: exe
 cert_chain: []
-date: 2025-07-22 00:00:00.000000000 Z
+date: 2025-07-28 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: async