schwab_rb 1.0.0 → 1.0.1

checksums.yaml

@@ -1,7 +1,7 @@
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data/.claude/settings.local.json

@@ -16,7 +16,9 @@
       "Bash(find:*)",
       "Bash(git pull:*)",
       "Bash(git fetch:*)",
-      "Bash(git merge:*)"
+      "Bash(git merge:*)",
+      "Bash(git stash:*)",
+      "Bash(git cherry-pick:*)"
     ],
     "deny": [],
     "ask": []

data/examples/stream_level_one.rb

@@ -16,7 +16,7 @@ Fields = SchwabRb::Stream::Fields
 client = SchwabRb::Auth.init_client_easy(
   ENV.fetch("SCHWAB_API_KEY"),
   ENV.fetch("SCHWAB_APP_SECRET"),
-  ENV.fetch("APP_CALLBACK_URL")
+  ENV.fetch("SCHWAB_APP_CALLBACK_URL")
 )
 
 stream = SchwabRb::Stream::Client.new(client)

data/examples/stream_order_book.rb

@@ -16,7 +16,7 @@ Fields = SchwabRb::Stream::Fields
 client = SchwabRb::Auth.init_client_easy(
   ENV.fetch("SCHWAB_API_KEY"),
   ENV.fetch("SCHWAB_APP_SECRET"),
-  ENV.fetch("APP_CALLBACK_URL")
+  ENV.fetch("SCHWAB_APP_CALLBACK_URL")
 )
 
 stream = SchwabRb::Stream::Client.new(client)

data/lib/schwab_rb/stream/message_builder.rb

@@ -19,7 +19,7 @@ module SchwabRb
           "SchwabClientCustomerId" => @customer_id,
           "SchwabClientCorrelId" => @correl_id,
           "parameters" => {
-            "Authorization" => "Bearer #{access_token}",
+            "Authorization" => access_token,
             "SchwabClientChannel" => channel,
             "SchwabClientFunctionId" => function_id
           }

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 = "1.0.0"
+  VERSION = "1.0.1"
 end

metadata

@@ -1,7 +1,7 @@
 --- !ruby/object:Gem::Specification
 name: schwab_rb
 version: !ruby/object:Gem::Version
-  version: 1.0.0
+  version: 1.0.1
 platform: ruby
 authors:
 - Joseph Platta
@@ -237,7 +237,6 @@ files:
 - LICENSE.txt
 - README.md
 - Rakefile
-- doc/ACCOUNT_MANAGEMENT.md
 - doc/LOGGING.md
 - doc/PLACE_ORDER_SAMPLES.md
 - doc/QUICK_START.md

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).