schwab_rb 0.8.1 → 0.8.2

checksums.yaml

@@ -1,7 +1,7 @@
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data/.codex/skills/schwab-rb-cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: schwab-rb-cli
-description: Use the installed schwab_rb CLI for authentication and price history downloads. Activate when a user wants to run the schwab_rb command, log in to Schwab, fetch market data, troubleshoot CLI installation or environment variables, or save price history from the command line.
+description: Use the installed schwab_rb CLI for authentication, option-chain samples, and price history downloads. Activate when a user wants to run the schwab_rb command, log in to Schwab, fetch market data, troubleshoot CLI installation or environment variables, or save CLI output from the command line.
 ---
 
 # Schwab RB CLI Skill
@@ -9,8 +9,8 @@ Use this skill when the task should be completed through the installed `schwab_r
 
 ## When to use
 
-- The user wants to run `schwab_rb help`, `schwab_rb login`, or `schwab_rb price-history`
-- The user wants to download price history data to JSON or CSV
+- The user wants to run `schwab_rb help`, `schwab_rb login`, `schwab_rb sample`, or `schwab_rb price-history`
+- The user wants to download an option-chain sample or price history data to JSON or CSV
 - The user needs help with CLI installation, `asdf` shims, or missing `SCHWAB_*` environment variables
 - The user wants the agent to verify the CLI works on the local machine
 
@@ -39,7 +39,13 @@ The wrapper only attempts to execute the globally installed `schwab_rb` command
 skills/schwab-rb-cli/scripts/run_schwab_rb.sh login
 ```
 
-5. For data downloads, run:
+5. For option-chain samples, run:
+
+```bash
+skills/schwab-rb-cli/scripts/run_schwab_rb.sh sample --symbol SPX --expiration-date 2026-04-17
+```
+
+6. For price history downloads, run:
 
 ```bash
 skills/schwab-rb-cli/scripts/run_schwab_rb.sh price-history --symbol AAPL --start-date 2026-03-01

data/.codex/skills/schwab-rb-cli/references/cli_examples.md

@@ -5,6 +5,7 @@
 ```bash
 skills/schwab-rb-cli/scripts/run_schwab_rb.sh help
 skills/schwab-rb-cli/scripts/run_schwab_rb.sh help price-history
+skills/schwab-rb-cli/scripts/run_schwab_rb.sh help sample
 ```
 
 ## Authentication
@@ -49,6 +50,25 @@ skills/schwab-rb-cli/scripts/run_schwab_rb.sh price-history \
   --dir /tmp/schwab_rb_data
 ```
 
+## Option-chain samples
+
+Default CSV output:
+
+```bash
+skills/schwab-rb-cli/scripts/run_schwab_rb.sh sample --symbol SPX --expiration-date 2026-04-17
+```
+
+Filter by root and write JSON to a custom directory:
+
+```bash
+skills/schwab-rb-cli/scripts/run_schwab_rb.sh sample \
+  --symbol SPX \
+  --root SPXW \
+  --expiration-date 2026-04-17 \
+  --format json \
+  --dir /tmp/schwab_rb_options
+```
+
 ## Installation troubleshooting
 
 Install the gem from the repo:

data/README.md

@@ -83,7 +83,7 @@ Before using the gem, ensure you have the following environment variables set:
 - `APP_CALLBACK_URL`: The callback URL for your application.
 - `TOKEN_PATH`: Path to store the authentication token.
 - `SCHWAB_ACCOUNT_NUMBER`: Your Schwab account number.
-- `SCHWAB_LOGFILE`: (Optional) Path to the log file. Defaults to `STDOUT`.
+- `SCHWAB_LOGFILE`: (Optional) Path to the log file. Defaults to `~/.schwab_rb/schwab_rb.log`.
 - `SCHWAB_LOG_LEVEL`: (Optional) Log level for the logger. Defaults to `WARN`. Possible values: `DEBUG`, `INFO`, `WARN`, `ERROR`, `FATAL`.
 - `SCHWAB_SILENCE_OUTPUT`: (Optional) Set to `true` to disable logging output. Defaults to `false`.
 
@@ -91,7 +91,7 @@ You can also configure logging programmatically:
 
 ```ruby
 SchwabRb.configure do |config|
-  config.logger = Logger.new(STDOUT)
+  config.logger = Logger.new($stdout)
   config.log_level = 'INFO'
   config.silence_output = false
 end

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/lib/schwab_rb/configuration.rb

@@ -25,8 +25,14 @@ module SchwabRb
       !has_external_logger? && !@silence_output
     end
 
+    def default_log_file
+      File.join(@schwab_home, "schwab_rb.log")
+    end
+
     def effective_log_file
-      @log_file || (ENV["LOGFILE"] if ENV["LOGFILE"] && !ENV["LOGFILE"].empty?)
+      @log_file ||
+        (ENV["LOGFILE"] if ENV["LOGFILE"] && !ENV["LOGFILE"].empty?) ||
+        default_log_file
     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 = "0.8.1"
+  VERSION = "0.8.2"
 end

metadata

@@ -1,13 +1,13 @@
 --- !ruby/object:Gem::Specification
 name: schwab_rb
 version: !ruby/object:Gem::Version
-  version: 0.8.1
+  version: 0.8.2
 platform: ruby
 authors:
 - Joseph Platta
 bindir: exe
 cert_chain: []
-date: 2026-04-09 00:00:00.000000000 Z
+date: 2026-04-10 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: async