schwab_rb 0.9.3 → 1.0.1

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/utils/logger.rb

@@ -31,7 +31,11 @@ module SchwabRb
 
         return null_logger if [:null, "/dev/null"].include?(log_destination)
 
-        setup_log_file(log_destination) if log_destination.is_a?(String) && log_destination != "STDOUT"
+        if log_destination.is_a?(String) && log_destination.upcase == "STDOUT"
+          log_destination = $stdout
+        else
+          setup_log_file(log_destination)
+        end
 
         ::Logger.new(log_destination, "weekly").tap do |log|
           log.level = parse_log_level(config.log_level)

data/lib/schwab_rb/version.rb

@@ -1,5 +1,5 @@
 # frozen_string_literal: true
 
 module SchwabRb
-  VERSION = "0.9.3"
+  VERSION = "1.0.1"
 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: 0.9.3
+  version: 1.0.1
 platform: ruby
 authors:
 - Joseph Platta
 bindir: exe
 cert_chain: []
-date: 2026-04-23 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
@@ -209,7 +237,6 @@ files:
 - LICENSE.txt
 - README.md
 - Rakefile
-- doc/ACCOUNT_MANAGEMENT.md
 - doc/LOGGING.md
 - doc/PLACE_ORDER_SAMPLES.md
 - doc/QUICK_START.md
@@ -219,14 +246,15 @@ 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 +312,13 @@ 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/doc/ACCOUNT_MANAGEMENT.md

@@ -1,297 +0,0 @@
-# Account Management Guide
-
-The schwab_rb gem provides a secure and convenient way to manage multiple Schwab accounts using friendly account names instead of exposing account numbers or hashes in your code.
-
-## Table of Contents
-
-- [Overview](#overview)
-- [Quick Start](#quick-start)
-- [Configuration](#configuration)
-- [Account Names Setup](#account-names-setup)
-- [Using Account Names](#using-account-names)
-- [Security Best Practices](#security-best-practices)
-- [Troubleshooting](#troubleshooting)
-- [API Reference](#api-reference)
-
-## Overview
-
-Schwab's API requires account hashes for most operations, which:
-- Change periodically (accounts get "rehashed")
-- Are inconvenient to look up and copy
-- Expose sensitive account numbers in code
-
-schwab_rb provides an account name mapping system that:
-- **Increases Security**: Account numbers never appear in your code
-- **Improves Usability**: Reference accounts by friendly names like "my_trading_account"
-- **Auto-Updates**: Account hashes refresh automatically
-- **Handles Staleness**: Retries failed requests with fresh hashes
-
-## Quick Start
-
-### 1. Create Account Names File
-
-Create `~/.schwab_rb/account_names.json` with your account mappings:
-
-```json
-{
-  "my_trading_account": "12345678",
-  "my_ira": "87654321",
-  "my_roth_ira": "11223344"
-}
-```
-
-### 2. Initialize Client and Fetch Hashes
-
-```ruby
-require "schwab_rb"
-
-# Initialize client
-client = SchwabRb::Auth.init_client_easy(
-  ENV['SCHWAB_API_KEY'],
-  ENV['SCHWAB_APP_SECRET'],
-  ENV['SCHWAB_APP_CALLBACK_URL'],
-  ENV['SCHWAB_TOKEN_PATH']
-)
-
-# Fetch account numbers and populate hashes
-client.get_account_numbers
-```
-
-This automatically creates `~/.schwab_rb/account_hashes.json` with the name-to-hash mappings.
-
-### 3. Use Account Names in API Calls
-
-```ruby
-# Get account by name
-account = client.get_account(account_name: "my_trading_account")
-
-# Place order using account name
-order = client.place_order(order_spec, account_name: "my_ira")
-
-# Get transactions
-transactions = client.get_transactions(account_name: "my_roth_ira")
-```
-
-## Configuration
-
-### Default Paths
-
-By default, schwab_rb uses:
-- `schwab_home`: `~/.schwab_rb`
-- `account_hashes_path`: `~/.schwab_rb/account_hashes.json`
-- `account_names_path`: `~/.schwab_rb/account_names.json`
-
-### Custom Paths
-
-#### Via Environment Variables
-
-```bash
-export SCHWAB_HOME="/custom/path"
-export SCHWAB_ACCOUNT_HASHES_PATH="/custom/path/hashes.json"
-export SCHWAB_ACCOUNT_NAMES_PATH="/custom/path/names.json"
-```
-
-#### Via Ruby Configuration
-
-```ruby
-SchwabRb.configure do |config|
-  config.schwab_home = "/custom/path"
-  config.account_hashes_path = "/custom/path/hashes.json"
-  config.account_names_path = "/custom/path/names.json"
-end
-```
-
-## Account Names Setup
-
-### File Format
-
-`account_names.json` is a simple JSON object mapping friendly names to 8-digit account numbers:
-
-```json
-{
-  "descriptive_name": "account_number"
-}
-```
-
-## Using Account Names
-
-### Methods Supporting Account Names
-
-All account-specific methods support both `account_hash` and `account_name`:
-
-- `get_account(account_name:)` or `get_account(account_hash)`
-- `get_order(order_id, account_name:)`
-- `cancel_order(order_id, account_name:)`
-- `get_account_orders(account_name:)`
-- `place_order(order_spec, account_name:)`
-- `replace_order(order_id, order_spec, account_name:)`
-- `preview_order(order_spec, account_name:)`
-- `get_transactions(account_name:)`
-- `get_transaction(activity_id, account_name:)`
-
-### Calling Patterns
-
-```ruby
-# Using account name (keyword argument) - RECOMMENDED
-client.get_account(account_name: "my_trading_account")
-
-# Using account hash (positional argument) - still works
-client.get_account("ABC123HASH")
-
-# Using account hash (keyword argument)
-client.get_account(account_hash: "ABC123HASH")
-
-# Priority: account_name always takes precedence
-client.get_account("HASH1", account_name: "my_ira")  # Uses "my_ira"
-```
-
-### List Available Accounts
-
-```ruby
-# Get list of configured account names
-names = client.available_account_names
-# => ["my_trading_account", "my_ira", "my_roth_ira"]
-
-puts "Available accounts:"
-names.each { |name| puts "  - #{name}" }
-```
-
-## Security
-
-### 1. Protect Your Files
-
-The account files contain sensitive information:
-
-```bash
-# Set restrictive permissions
-chmod 600 ~/.schwab_rb/account_names.json
-chmod 600 ~/.schwab_rb/account_hashes.json
-
-# Verify permissions
-ls -l ~/.schwab_rb/
-```
-
-### 2. Don't Commit to Version Control
-
-Add to `.gitignore`:
-
-```
-.schwab_rb/
-**/account_names.json
-**/account_hashes.json
-```
-
-### 3. Environment-Specific Configs
-
-Use different configs per environment:
-
-```ruby
-# In development
-SchwabRb.configure do |config|
-  config.schwab_home = "~/.schwab_rb/development"
-end
-
-# In production
-SchwabRb.configure do |config|
-  config.schwab_home = ENV['SCHWAB_CONFIG_PATH']
-end
-```
-
-## Troubleshooting
-
-### Account Name Not Found
-
-**Error**: `Account name 'my_account' not found in account hashes.`
-
-**Solutions**:
-1. Run `client.get_account_numbers` to populate hashes
-2. Check spelling in `account_names.json`
-3. Verify account number is correct
-
-### Account Numbers File Missing
-
-**Error**: `Account names file not found at ~/.schwab_rb/account_names.json`
-
-**Solutions**:
-1. Create the file with your account mappings (see [Quick Start](#quick-start))
-2. Set custom path via config if file is elsewhere
-
-### Account Not in API Response
-
-**Warning**: `Account 'old_account' (98765432) not found in API response.`
-
-This warning means an account in your `account_names.json` wasn't returned by the API.
-
-**Possible Causes**:
-- Account was closed
-- Wrong account number in `account_names.json`
-- Account not accessible with current API credentials
-
-**Actions**:
-1. Verify account status on Schwab website
-2. Check account number in `account_names.json`
-3. Remove closed accounts from config
-
-### Stale Account Hashes
-
-The gem automatically handles stale hashes:
-1. Request fails with stale hash
-2. Calls `get_account_numbers` to refresh
-3. Retries request with new hash
-4. If still fails, raises original error
-
-## API Reference
-
-### Client Methods
-
-#### `available_account_names`
-
-Returns list of configured account names.
-
-```ruby
-client.available_account_names
-# => ["my_trading_account", "my_ira"]
-```
-
-**Returns**: `Array<String>` - List of account names from `account_names.json`
-**Returns**: `[]` - Empty array if file doesn't exist
-
-#### Account-Specific Methods
-
-All methods accept either `account_name:` or `account_hash`:
-
-```ruby
-# Get account
-client.get_account(account_name: "my_trading_account")
-client.get_account("ABC123HASH")
-
-# Get orders
-client.get_account_orders(account_name: "my_ira", max_results: 10)
-
-# Place order
-client.place_order(order_spec, account_name: "my_trading_account")
-```
-
-### AccountHashManager
-
-Direct access to the account hash manager:
-
-```ruby
-manager = SchwabRb::AccountHashManager.new
-
-# Get available names
-manager.available_account_names
-# => ["my_trading_account", "my_ira"]
-
-# Get hash by name
-manager.get_hash_by_name("my_trading_account")
-# => "ABC123HASH"
-
-# Get all hashes
-manager.get_all_hashes
-# => {"my_trading_account" => "ABC123HASH", "my_ira" => "XYZ789HASH"}
-```
-
----
-
-For more information, see the [main README](../README.md) or visit [github.com/jwplatta/schwab_rb](https://github.com/jwplatta/schwab_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