schwab_rb 0.9.2 → 1.0.0

data/lib/schwab_rb/stream/services.rb

@@ -0,0 +1,52 @@
+# frozen_string_literal: true
+
+module SchwabRb
+  module Stream
+    module Services
+      LEVELONE_EQUITIES = "LEVELONE_EQUITIES"
+      LEVELONE_OPTIONS = "LEVELONE_OPTIONS"
+      LEVELONE_FUTURES = "LEVELONE_FUTURES"
+      LEVELONE_FUTURES_OPTIONS = "LEVELONE_FUTURES_OPTIONS"
+      LEVELONE_FOREX = "LEVELONE_FOREX"
+      NYSE_BOOK = "NYSE_BOOK"
+      NASDAQ_BOOK = "NASDAQ_BOOK"
+      OPTIONS_BOOK = "OPTIONS_BOOK"
+      CHART_EQUITY = "CHART_EQUITY"
+      CHART_FUTURES = "CHART_FUTURES"
+      SCREENER_EQUITY = "SCREENER_EQUITY"
+      SCREENER_OPTION = "SCREENER_OPTION"
+      ACCT_ACTIVITY = "ACCT_ACTIVITY"
+
+      ALL = constants.map { |c| const_get(c) }.freeze
+
+      SYMBOL_TO_SERVICE = {
+        level_one_equities: LEVELONE_EQUITIES,
+        level_one_options: LEVELONE_OPTIONS,
+        level_one_futures: LEVELONE_FUTURES,
+        level_one_futures_options: LEVELONE_FUTURES_OPTIONS,
+        level_one_forex: LEVELONE_FOREX,
+        nyse_book: NYSE_BOOK,
+        nasdaq_book: NASDAQ_BOOK,
+        options_book: OPTIONS_BOOK,
+        chart_equity: CHART_EQUITY,
+        chart_futures: CHART_FUTURES,
+        screener_equity: SCREENER_EQUITY,
+        screener_option: SCREENER_OPTION,
+        acct_activity: ACCT_ACTIVITY
+      }.freeze
+
+      def self.lookup(symbol)
+        SYMBOL_TO_SERVICE[symbol] || raise(ArgumentError, "Unknown service: #{symbol.inspect}")
+      end
+    end
+
+    module Commands
+      LOGIN = "LOGIN"
+      LOGOUT = "LOGOUT"
+      SUBS = "SUBS"
+      ADD = "ADD"
+      UNSUBS = "UNSUBS"
+      VIEW = "VIEW"
+    end
+  end
+end

data/lib/schwab_rb/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module SchwabRb
-  VERSION = "0.9.2"
+  VERSION = "1.0.0"
 end

data/lib/schwab_rb.rb

@@ -2,12 +2,11 @@
 
 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"
-require_relative "schwab_rb/auth/init_client_token_file"
+require_relative "schwab_rb/auth/init_client_from_database"
 require_relative "schwab_rb/auth/init_client_easy"
 require_relative "schwab_rb/auth/auth_context"
 require_relative "schwab_rb/clients/client"
@@ -54,6 +53,13 @@ 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/storage/database"
+require_relative "schwab_rb/stream/services"
+require_relative "schwab_rb/stream/fields"
+require_relative "schwab_rb/stream/message_builder"
+require_relative "schwab_rb/stream/base"
+require_relative "schwab_rb/stream/client"
+require_relative "schwab_rb/stream/async_client"
 require_relative "schwab_rb/cli"
 
 module SchwabRb

metadata

@@ -1,13 +1,13 @@
 --- !ruby/object:Gem::Specification
 name: schwab_rb
 version: !ruby/object:Gem::Version
-  version: 0.9.2
+  version: 1.0.0
 platform: ruby
 authors:
 - Joseph Platta
 bindir: exe
 cert_chain: []
-date: 2026-04-13 00:00:00.000000000 Z
+date: 2026-09-06 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: async
@@ -127,6 +127,34 @@ dependencies:
     - - ">="
       - !ruby/object:Gem::Version
         version: '0'
+- !ruby/object:Gem::Dependency
+  name: sqlite3
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '2.0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '2.0'
+- !ruby/object:Gem::Dependency
+  name: async-websocket
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '0.26'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - "~>"
+      - !ruby/object:Gem::Version
+        version: '0.26'
 - !ruby/object:Gem::Dependency
   name: rspec
   requirement: !ruby/object:Gem::Requirement
@@ -219,14 +247,15 @@ files:
 - examples/fetch_price_history.rb
 - examples/fetch_user_preferences.rb
 - examples/place_oco_order.rb
+- examples/stream_level_one.rb
+- examples/stream_order_book.rb
 - exe/schwab_rb
 - lib/schwab_rb.rb
 - lib/schwab_rb/account.rb
-- lib/schwab_rb/account_hash_manager.rb
 - lib/schwab_rb/auth/auth_context.rb
 - lib/schwab_rb/auth/init_client_easy.rb
+- lib/schwab_rb/auth/init_client_from_database.rb
 - lib/schwab_rb/auth/init_client_login.rb
-- lib/schwab_rb/auth/init_client_token_file.rb
 - lib/schwab_rb/auth/login_flow_server.rb
 - lib/schwab_rb/auth/token.rb
 - lib/schwab_rb/auth/token_manager.rb
@@ -284,6 +313,13 @@ files:
 - lib/schwab_rb/price_history.rb
 - lib/schwab_rb/price_history/downloader.rb
 - lib/schwab_rb/quote.rb
+- lib/schwab_rb/storage/database.rb
+- lib/schwab_rb/stream/async_client.rb
+- lib/schwab_rb/stream/base.rb
+- lib/schwab_rb/stream/client.rb
+- lib/schwab_rb/stream/fields.rb
+- lib/schwab_rb/stream/message_builder.rb
+- lib/schwab_rb/stream/services.rb
 - lib/schwab_rb/transaction.rb
 - lib/schwab_rb/utils/enum_enforcer.rb
 - lib/schwab_rb/utils/logger.rb

data/lib/schwab_rb/account_hash_manager.rb

@@ -1,119 +0,0 @@
-# frozen_string_literal: true
-
-require "json"
-require "fileutils"
-
-module SchwabRb
-  class AccountHashManager
-    class AccountNamesFileNotFoundError < StandardError; end
-    class InvalidAccountNamesFileError < StandardError; end
-
-    attr_reader :account_names_path, :account_hashes_path, :account_names
-
-    def initialize(account_names_path = nil, account_hashes_path = nil)
-      @account_names_path = account_names_path || SchwabRb.configuration.account_names_path
-      @account_hashes_path = account_hashes_path || SchwabRb.configuration.account_hashes_path
-      @account_names_path = File.expand_path(@account_names_path)
-      @account_hashes_path = File.expand_path(@account_hashes_path)
-      @account_names = []
-    end
-
-    def update_hashes_from_api_response(account_numbers_response)
-      account_names = load_account_names
-      current_hashes = load_account_hashes
-
-      number_to_hash = {}
-      account_numbers_response.each do |account_data|
-        account_number = account_data[:accountNumber]
-        hash_value = account_data[:hashValue]
-        number_to_hash[account_number] = hash_value
-      end
-
-      updated_hashes = {}
-      missing_accounts = []
-
-      account_names.each do |name, account_number|
-        if number_to_hash.key?(account_number)
-          updated_hashes[name] = number_to_hash[account_number]
-        elsif current_hashes.key?(name)
-          # Keep existing hash but warn that account wasn't in API response
-          updated_hashes[name] = current_hashes[name]
-          missing_accounts << { name: name, number: account_number }
-        else
-          # Account name exists but no hash found (new or invalid account)
-          missing_accounts << { name: name, number: account_number }
-        end
-      end
-
-      # Log warnings for accounts that weren't found in API response
-      if missing_accounts.any?
-        missing_accounts.each do |account|
-          SchwabRb::Logger.logger.warn(
-            "Account '#{account[:name]}' not found in API response. " \
-            "This may indicate a closed account or incorrect account number in account_names.json"
-          )
-        end
-      end
-
-      save_account_hashes(updated_hashes)
-      updated_hashes
-    end
-
-    def get_hash_by_name(account_name)
-      hashes = load_account_hashes
-      hashes[account_name]
-    end
-
-    def get_all_hashes
-      load_account_hashes
-    end
-
-    def available_account_names
-      begin
-        load_account_names.keys
-      rescue AccountNamesFileNotFoundError
-        []
-      end
-    end
-
-    private
-
-    def load_account_hashes
-      return {} unless File.exist?(@account_hashes_path)
-
-      begin
-        json_content = File.read(@account_hashes_path)
-        JSON.parse(json_content)
-      rescue JSON::ParserError
-        {}
-      end
-    end
-
-    def save_account_hashes(hashes_map)
-      FileUtils.mkdir_p(File.dirname(@account_hashes_path))
-
-      File.write(@account_hashes_path, JSON.pretty_generate(hashes_map))
-    end
-
-    def load_account_names
-      unless File.exist?(@account_names_path)
-        raise AccountNamesFileNotFoundError,
-              "Account names file not found at #{@account_names_path}. " \
-              "Please create a JSON file mapping account names to account numbers. " \
-              "Example: {\"my_trading_account\": \"12345678\", \"my_ira\": \"87654321\"}"
-      end
-
-      begin
-        json_content = File.read(@account_names_path)
-        return {} if json_content.strip.empty?
-
-        account_names_hash = JSON.parse(json_content)
-        @account_names = account_names_hash.keys
-        account_names_hash
-      rescue JSON::ParserError => e
-        raise InvalidAccountNamesFileError,
-              "Invalid JSON in account names file at #{@account_names_path}: #{e.message}"
-      end
-    end
-  end
-end