schwab_rb 0.6.0 → 0.8.2

data/lib/schwab_rb/price_history/downloader.rb

@@ -0,0 +1,246 @@
+# frozen_string_literal: true
+
+require "csv"
+require "json"
+require "time"
+require "fileutils"
+
+module SchwabRb
+  class PriceHistory
+    module Downloader
+      INDEX_API_SYMBOLS = %w[
+        COMPX DJX MID NDX OEX RUT SPX VIX VIX9D VIX1D XSP
+      ].freeze
+      SUPPORTED_FORMATS = %w[csv json].freeze
+      FREQUENCY_ALIASES = {
+        "1min" => {
+          label: "1min",
+          frequency_type: SchwabRb::PriceHistory::FrequencyTypes::MINUTE,
+          frequency: SchwabRb::PriceHistory::Frequencies::EVERY_MINUTE,
+          period_type: SchwabRb::PriceHistory::PeriodTypes::DAY,
+          period: SchwabRb::PriceHistory::Periods::ONE_DAY
+        },
+        "5min" => {
+          label: "5min",
+          frequency_type: SchwabRb::PriceHistory::FrequencyTypes::MINUTE,
+          frequency: SchwabRb::PriceHistory::Frequencies::EVERY_FIVE_MINUTES,
+          period_type: SchwabRb::PriceHistory::PeriodTypes::DAY,
+          period: SchwabRb::PriceHistory::Periods::ONE_DAY
+        },
+        "10min" => {
+          label: "10min",
+          frequency_type: SchwabRb::PriceHistory::FrequencyTypes::MINUTE,
+          frequency: SchwabRb::PriceHistory::Frequencies::EVERY_TEN_MINUTES,
+          period_type: SchwabRb::PriceHistory::PeriodTypes::DAY,
+          period: SchwabRb::PriceHistory::Periods::ONE_DAY
+        },
+        "15min" => {
+          label: "15min",
+          frequency_type: SchwabRb::PriceHistory::FrequencyTypes::MINUTE,
+          frequency: SchwabRb::PriceHistory::Frequencies::EVERY_FIFTEEN_MINUTES,
+          period_type: SchwabRb::PriceHistory::PeriodTypes::DAY,
+          period: SchwabRb::PriceHistory::Periods::ONE_DAY
+        },
+        "30min" => {
+          label: "30min",
+          frequency_type: SchwabRb::PriceHistory::FrequencyTypes::MINUTE,
+          frequency: SchwabRb::PriceHistory::Frequencies::EVERY_THIRTY_MINUTES,
+          period_type: SchwabRb::PriceHistory::PeriodTypes::DAY,
+          period: SchwabRb::PriceHistory::Periods::ONE_DAY
+        },
+        "day" => {
+          label: "day",
+          frequency_type: SchwabRb::PriceHistory::FrequencyTypes::DAILY,
+          frequency: SchwabRb::PriceHistory::Frequencies::DAILY,
+          period_type: SchwabRb::PriceHistory::PeriodTypes::YEAR,
+          period: SchwabRb::PriceHistory::Periods::TWENTY_YEARS
+        },
+        "week" => {
+          label: "week",
+          frequency_type: SchwabRb::PriceHistory::FrequencyTypes::WEEKLY,
+          frequency: SchwabRb::PriceHistory::Frequencies::WEEKLY,
+          period_type: SchwabRb::PriceHistory::PeriodTypes::YEAR,
+          period: SchwabRb::PriceHistory::Periods::TWENTY_YEARS
+        },
+        "month" => {
+          label: "month",
+          frequency_type: SchwabRb::PriceHistory::FrequencyTypes::MONTHLY,
+          frequency: SchwabRb::PriceHistory::Frequencies::MONTHLY,
+          period_type: SchwabRb::PriceHistory::PeriodTypes::YEAR,
+          period: SchwabRb::PriceHistory::Periods::TWENTY_YEARS
+        }
+      }.freeze
+
+      module_function
+
+      def resolve(client:, symbol:, start_date:, end_date:, directory:, frequency:, format:, need_extended_hours_data:, need_previous_close:, period_type: nil, period: nil)
+        config = FREQUENCY_ALIASES.fetch(frequency)
+        path = canonical_output_path(directory: directory, symbol: symbol, frequency: frequency, format: format)
+        existing_response = load_cached_price_history(path, format)
+        response = existing_response
+
+        unless cached_range_covers?(existing_response, start_date, end_date, frequency)
+          FileUtils.mkdir_p(directory)
+          downloaded = client.get_price_history(
+            api_symbol(symbol),
+            period_type: period_type || config.fetch(:period_type),
+            period: period || config.fetch(:period),
+            frequency_type: config.fetch(:frequency_type),
+            frequency: config.fetch(:frequency),
+            start_datetime: start_date,
+            end_datetime: end_date,
+            need_extended_hours_data: need_extended_hours_data,
+            need_previous_close: need_previous_close,
+            return_data_objects: false
+          )
+          response = merge_price_history_responses(response, downloaded, symbol)
+        end
+
+        File.write(path, serialized_payload(response, format))
+        [response, path]
+      end
+
+      def canonical_output_path(directory:, symbol:, frequency:, format:)
+        File.join(directory, "#{sanitize_symbol(symbol)}_#{frequency}.#{format}")
+      end
+
+      def sanitize_symbol(symbol)
+        sanitized_symbol = symbol.to_s.gsub(/[^a-zA-Z0-9]+/, "_").gsub(/\A_+|_+\z/, "")
+        sanitized_symbol.empty? ? "symbol" : sanitized_symbol
+      end
+
+      def api_symbol(symbol)
+        raw_symbol = symbol.to_s.strip
+        return raw_symbol if raw_symbol.start_with?("$", "/")
+        return "$#{raw_symbol}" if INDEX_API_SYMBOLS.include?(raw_symbol.upcase)
+
+        raw_symbol
+      end
+
+      def serialized_payload(response, format)
+        case format
+        when "json"
+          JSON.pretty_generate(response)
+        when "csv"
+          CSV.generate do |csv|
+            csv << %w[datetime open high low close volume]
+            Array(response[:candles]).each do |candle|
+              csv << [
+                Time.at(candle.fetch(:datetime) / 1000.0).utc.iso8601,
+                candle[:open],
+                candle[:high],
+                candle[:low],
+                candle[:close],
+                candle[:volume]
+              ]
+            end
+          end
+        else
+          raise ArgumentError, "Unsupported format `#{format}`."
+        end
+      end
+
+      def load_cached_price_history(path, format)
+        return unless File.exist?(path)
+
+        parse_price_history_file(path, format)
+      end
+
+      def parse_price_history_file(path, format)
+        case format
+        when "json"
+          symbolize_price_history_payload(JSON.parse(File.read(path)))
+        when "csv"
+          parse_price_history_csv(path)
+        else
+          raise ArgumentError, "Unsupported format `#{format}`."
+        end
+      rescue JSON::ParserError => e
+        raise ArgumentError, "Unable to parse cached price history at #{path}: #{e.message}"
+      end
+
+      def parse_price_history_csv(path)
+        candles = CSV.read(path, headers: true).map do |row|
+          {
+            datetime: Time.iso8601(row.fetch("datetime")).to_i * 1000,
+            open: row.fetch("open").to_f,
+            high: row.fetch("high").to_f,
+            low: row.fetch("low").to_f,
+            close: row.fetch("close").to_f,
+            volume: row.fetch("volume").to_i
+          }
+        end
+
+        {
+          symbol: File.basename(path).split("_").first,
+          empty: candles.empty?,
+          candles: candles
+        }
+      end
+
+      def symbolize_price_history_payload(payload)
+        {
+          symbol: payload["symbol"] || payload[:symbol],
+          empty: payload["empty"].nil? ? payload[:empty] : payload["empty"],
+          candles: Array(payload["candles"] || payload[:candles]).map do |candle|
+            candle.transform_keys(&:to_sym)
+          end
+        }
+      end
+
+      def cached_range_covers?(response, start_date, end_date, frequency)
+        return false unless response
+
+        dates = requested_candle_dates(response, start_date, end_date)
+        return false if dates.empty?
+        return daily_range_covered?(dates, start_date, end_date) if frequency == "day"
+
+        start_date >= dates.first && end_date <= dates.last
+      end
+
+      def candle_dates(response)
+        Array(response[:candles]).map do |candle|
+          Time.at(candle.fetch(:datetime) / 1000.0).utc.to_date
+        end.sort
+      end
+
+      def requested_candle_dates(response, start_date, end_date)
+        candle_dates(response).select { |date| date >= start_date && date <= end_date }
+      end
+
+      def daily_range_covered?(cached_dates, start_date, end_date)
+        business_dates_in_range(start_date, end_date).all? { |date| cached_dates.include?(date) }
+      end
+
+      def business_dates_in_range(start_date, end_date)
+        (start_date..end_date).select { |date| (1..5).cover?(date.wday) }
+      end
+
+      def merge_price_history_responses(left, right, fallback_symbol)
+        return normalize_price_history_response(right, fallback_symbol) unless left
+        return normalize_price_history_response(left, fallback_symbol) unless right
+
+        merged_candles = Array(left[:candles]) + Array(right[:candles])
+        deduped_candles = merged_candles.each_with_object({}) do |candle, by_datetime|
+          by_datetime[candle.fetch(:datetime)] = candle.transform_keys(&:to_sym)
+        end
+
+        {
+          symbol: left[:symbol] || right[:symbol] || fallback_symbol,
+          empty: deduped_candles.empty?,
+          candles: deduped_candles.values.sort_by { |candle| candle.fetch(:datetime) }
+        }
+      end
+
+      def normalize_price_history_response(response, fallback_symbol)
+        {
+          symbol: response[:symbol] || fallback_symbol,
+          empty: Array(response[:candles]).empty?,
+          candles: Array(response[:candles]).map { |candle| candle.transform_keys(&:to_sym) }.sort_by do |candle|
+            candle.fetch(:datetime)
+          end
+        }
+      end
+    end
+  end
+end

data/lib/schwab_rb/utils/logger.rb

@@ -27,7 +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
 
         return null_logger if [:null, "/dev/null"].include?(log_destination)
 

data/lib/schwab_rb/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module SchwabRb
-  VERSION = "0.6.0"
+  VERSION = "0.8.2"
 end

data/lib/schwab_rb.rb

@@ -3,6 +3,7 @@
 require_relative "schwab_rb/version"
 require_relative "schwab_rb/configuration"
 require_relative "schwab_rb/account_hash_manager"
+require_relative "schwab_rb/path_support"
 require_relative "schwab_rb/auth/token_manager"
 require_relative "schwab_rb/auth/token"
 require_relative "schwab_rb/auth/init_client_login"
@@ -21,6 +22,7 @@ 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/price_history/downloader"
 require_relative "schwab_rb/movers"
 require_relative "schwab_rb/orders/builder"
 require_relative "schwab_rb/orders/session"
@@ -50,6 +52,7 @@ require_relative "schwab_rb/orders/vertical_order"
 require_relative "schwab_rb/orders/vertical_roll_order"
 require_relative "schwab_rb/orders/single_order"
 require_relative "schwab_rb/orders/oco_order"
+require_relative "schwab_rb/cli"
 
 module SchwabRb
   class Error < StandardError; end

metadata

@@ -1,13 +1,13 @@
 --- !ruby/object:Gem::Specification
 name: schwab_rb
 version: !ruby/object:Gem::Version
-  version: 0.6.0
+  version: 0.8.2
 platform: ruby
 authors:
 - Joseph Platta
 bindir: exe
 cert_chain: []
-date: 2025-12-11 00:00:00.000000000 Z
+date: 2026-04-10 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: async
@@ -188,21 +188,29 @@ description: A comprehensive Ruby client for interacting with the Charles Schwab
   and more with both synchronous and asynchronous support.
 email:
 - jwplatta@gmail.com
-executables: []
+executables:
+- schwab_rb
 extensions: []
 extra_rdoc_files: []
 files:
 - ".claude/settings.json"
+- ".claude/settings.local.json"
+- ".codex/skills/schwab-rb-cli/SKILL.md"
+- ".codex/skills/schwab-rb-cli/agents/openai.yaml"
+- ".codex/skills/schwab-rb-cli/references/cli_examples.md"
+- ".codex/skills/schwab-rb-cli/scripts/run_schwab_rb.sh"
 - ".copilotignore"
 - ".rspec"
 - ".rubocop.yml"
 - ".rubocop_todo.yml"
+- AGENTS.md
 - CHANGELOG.md
 - CLAUDE.md
 - LICENSE.txt
 - README.md
 - Rakefile
 - doc/ACCOUNT_MANAGEMENT.md
+- doc/LOGGING.md
 - doc/PLACE_ORDER_SAMPLES.md
 - doc/QUICK_START.md
 - doc/notes/data_objects_analysis.md
@@ -211,6 +219,7 @@ files:
 - examples/fetch_price_history.rb
 - examples/fetch_user_preferences.rb
 - examples/place_oco_order.rb
+- exe/schwab_rb
 - lib/schwab_rb.rb
 - lib/schwab_rb/account.rb
 - lib/schwab_rb/account_hash_manager.rb
@@ -221,6 +230,8 @@ files:
 - lib/schwab_rb/auth/login_flow_server.rb
 - lib/schwab_rb/auth/token.rb
 - lib/schwab_rb/auth/token_manager.rb
+- lib/schwab_rb/cli.rb
+- lib/schwab_rb/cli/app.rb
 - lib/schwab_rb/clients/async_client.rb
 - lib/schwab_rb/clients/base_client.rb
 - lib/schwab_rb/clients/client.rb
@@ -267,7 +278,9 @@ files:
 - lib/schwab_rb/orders/tax_lot_method.rb
 - lib/schwab_rb/orders/vertical_order.rb
 - lib/schwab_rb/orders/vertical_roll_order.rb
+- lib/schwab_rb/path_support.rb
 - lib/schwab_rb/price_history.rb
+- lib/schwab_rb/price_history/downloader.rb
 - lib/schwab_rb/quote.rb
 - lib/schwab_rb/transaction.rb
 - lib/schwab_rb/utils/enum_enforcer.rb