schwab_rb 0.6.0 → 0.8.2

data/examples/fetch_account_numbers.rb

@@ -4,19 +4,19 @@
 # Script to fetch account numbers data and save as fixture
 # Usage: ruby examples/fetch_account_numbers.rb
 
-require_relative '../lib/schwab_rb'
-require 'dotenv'
-require 'json'
-require 'fileutils'
+require_relative "../lib/schwab_rb"
+require "dotenv"
+require "json"
+require "fileutils"
 
 Dotenv.load
 
 def create_client
-  token_path = ENV['TOKEN_PATH'] || 'schwab_token.json'
+  token_path = ENV["TOKEN_PATH"] || "schwab_token.json"
   SchwabRb::Auth.init_client_easy(
-    ENV['SCHWAB_API_KEY'],
-    ENV['SCHWAB_APP_SECRET'], 
-    ENV['APP_CALLBACK_URL'],
+    ENV.fetch("SCHWAB_API_KEY", nil),
+    ENV.fetch("SCHWAB_APP_SECRET", nil),
+    ENV.fetch("APP_CALLBACK_URL", nil),
     token_path
   )
 end
@@ -24,26 +24,23 @@ end
 def fetch_account_numbers
   client = create_client
   puts "Fetching account numbers..."
-  
+
   response = client.get_account_numbers
   parsed_data = JSON.parse(response.body, symbolize_names: true)
-  
+
   # Create fixtures directory if it doesn't exist
-  fixtures_dir = File.join(__dir__, '..', 'spec', 'fixtures')
+  fixtures_dir = File.join(__dir__, "..", "spec", "fixtures")
   FileUtils.mkdir_p(fixtures_dir)
-  
+
   # Save the raw response
-  fixture_file = File.join(fixtures_dir, 'account_numbers.json')
+  fixture_file = File.join(fixtures_dir, "account_numbers.json")
   File.write(fixture_file, JSON.pretty_generate(parsed_data))
-  
+
   puts "Account numbers data saved to: #{fixture_file}"
   puts "Sample data: #{parsed_data.first(2)}"
-  
-rescue => e
+rescue StandardError => e
   puts "Error fetching account numbers: #{e.message}"
   puts e.backtrace.first(3)
 end
 
-if __FILE__ == $0
-  fetch_account_numbers
-end
+fetch_account_numbers if __FILE__ == $PROGRAM_NAME

data/examples/fetch_user_preferences.rb

@@ -4,19 +4,19 @@
 # Script to fetch user preferences data and save as fixture
 # Usage: ruby examples/fetch_user_preferences.rb
 
-require_relative '../lib/schwab_rb'
-require 'dotenv'
-require 'json'
-require 'fileutils'
+require_relative "../lib/schwab_rb"
+require "dotenv"
+require "json"
+require "fileutils"
 
 Dotenv.load
 
 def create_client
-  token_path = ENV['TOKEN_PATH'] || 'schwab_token.json'
+  token_path = ENV["TOKEN_PATH"] || "schwab_token.json"
   SchwabRb::Auth.init_client_easy(
-    ENV['SCHWAB_API_KEY'],
-    ENV['SCHWAB_APP_SECRET'], 
-    ENV['APP_CALLBACK_URL'],
+    ENV.fetch("SCHWAB_API_KEY", nil),
+    ENV.fetch("SCHWAB_APP_SECRET", nil),
+    ENV.fetch("APP_CALLBACK_URL", nil),
     token_path
   )
 end
@@ -24,26 +24,23 @@ end
 def fetch_user_preferences
   client = create_client
   puts "Fetching user preferences..."
-  
+
   response = client.get_user_preferences
   parsed_data = JSON.parse(response.body, symbolize_names: true)
-  
+
   # Create fixtures directory if it doesn't exist
-  fixtures_dir = File.join(__dir__, '..', 'spec', 'fixtures')
+  fixtures_dir = File.join(__dir__, "..", "spec", "fixtures")
   FileUtils.mkdir_p(fixtures_dir)
-  
+
   # Save the raw response
-  fixture_file = File.join(fixtures_dir, 'user_preferences.json')
+  fixture_file = File.join(fixtures_dir, "user_preferences.json")
   File.write(fixture_file, JSON.pretty_generate(parsed_data))
-  
+
   puts "User preferences data saved to: #{fixture_file}"
   puts "Sample data keys: #{parsed_data.keys.first(5)}"
-  
-rescue => e
+rescue StandardError => e
   puts "Error fetching user preferences: #{e.message}"
   puts e.backtrace.first(3)
 end
 
-if __FILE__ == $0
-  fetch_user_preferences
-end
+fetch_user_preferences if __FILE__ == $PROGRAM_NAME

data/examples/place_oco_order.rb

@@ -15,6 +15,8 @@ Dotenv.load
 #
 
 # SchwabRb::Configuration.configure do |config|
+# config.schwab_home = "/path/to/your/schwab_rb_home"
+# config.log_level = "DEBUG"
 # end
 
 CURRENT_ACCT = "TRADING_BROKERAGE_ACCOUNT"
@@ -46,25 +48,30 @@ oco_order = SchwabRb::Orders::OrderFactory.build(
       short_leg_symbol: "SPXW  251020P06530000",
       long_leg_symbol: "SPXW  251020P06510000",
       order_type: SchwabRb::Order::Types::STOP_LIMIT,
-      stop:
-      price: 0.3,
+      price: 2.1,
+      stop_price: 2.0,
       order_instruction: :close,
       credit_debit: :debit,
-      quantity: 1
+      quantity: 2
     },
     {
       strategy_type: SchwabRb::Order::ComplexOrderStrategyTypes::VERTICAL,
       short_leg_symbol: "SPXW  251020C06770000",
       long_leg_symbol: "SPXW  251020C06790000",
       order_type: SchwabRb::Order::Types::STOP_LIMIT,
-      price: 0.3,
+      price: 2.1,
+      stop_price: 2.0,
       order_instruction: :close,
       credit_debit: :debit,
-      quantity: 1
+      quantity: 2
     }
   ]
 )
 
 built_order = oco_order.build
 
-response = client.place_order(built_order, account_name: CURRENT_ACCT)
+binding.pry
+
+# response = client.place_order(built_order, account_name: CURRENT_ACCT)
+
+binding.pry

data/exe/schwab_rb

@@ -0,0 +1,7 @@
+#!/usr/bin/env ruby
+# frozen_string_literal: true
+
+require "dotenv/load"
+require "schwab_rb"
+
+exit SchwabRb::CLI::App.new.call(ARGV.dup)

data/lib/schwab_rb/auth/init_client_easy.rb

@@ -3,6 +3,7 @@
 require "oauth2"
 require_relative "init_client_token_file"
 require_relative "init_client_login"
+require_relative "../path_support"
 
 module SchwabRb
   module Auth
@@ -17,6 +18,7 @@ module SchwabRb
       interactive: true,
       requested_browser: nil
     )
+      token_path = SchwabRb::PathSupport.expand_path(token_path)
 
       raise OAuth2::Error, "No token found" unless File.exist?(token_path)
 

data/lib/schwab_rb/auth/init_client_login.rb

@@ -5,6 +5,7 @@ require "uri"
 require "net/http"
 require "json"
 require "oauth2"
+require_relative "../path_support"
 # require 'logger'
 
 module SchwabRb
@@ -71,6 +72,7 @@ module SchwabRb
       interactive: true,
       requested_browser: nil
     )
+      token_path = SchwabRb::PathSupport.expand_path(token_path)
 
       callback_timeout = if !callback_timeout
                            0

data/lib/schwab_rb/auth/init_client_token_file.rb

@@ -1,10 +1,13 @@
 # frozen_string_literal: true
 
 require "oauth2"
+require_relative "../path_support"
 
 module SchwabRb
   module Auth
     def self.init_client_token_file(api_key, app_secret, token_path, enforce_enums: true)
+      token_path = SchwabRb::PathSupport.expand_path(token_path)
+
       oauth = OAuth2::Client.new(
         api_key,
         app_secret,

data/lib/schwab_rb/auth/token_manager.rb

@@ -2,12 +2,15 @@
 
 require "oauth2"
 require "json"
+require_relative "../constants"
+require_relative "../path_support"
 
 module SchwabRb
   module Auth
     class TokenManager
       class << self
         def from_file(token_path)
+          token_path = SchwabRb::PathSupport.expand_path(token_path)
           token_data = JSON.parse(File.read(token_path))
           token = SchwabRb::Auth::Token.new(
             token: token_data["token"]["access_token"],
@@ -40,7 +43,7 @@ module SchwabRb
       def initialize(token, timestamp, token_path: SchwabRb::Constants::DEFAULT_TOKEN_PATH)
         @token = token
         @timestamp = timestamp
-        @token_path = token_path
+        @token_path = SchwabRb::PathSupport.expand_path(token_path)
       end
 
       attr_reader :token, :timestamp, :token_path
@@ -77,6 +80,7 @@ module SchwabRb
       end
 
       def to_file
+        SchwabRb::PathSupport.ensure_parent_directory(token_path)
         File.write(token_path, to_json)
       end