sqa 0.0.24 → 0.0.31

metadata

@@ -1,14 +1,13 @@
 --- !ruby/object:Gem::Specification
 name: sqa
 version: !ruby/object:Gem::Version
-  version: 0.0.24
+  version: 0.0.31
 platform: ruby
 authors:
 - Dewayne VanHoozer
-autorequire:
 bindir: bin
 cert_chain: []
-date: 2023-11-08 00:00:00.000000000 Z
+date: 1980-01-02 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: alphavantage
@@ -25,7 +24,7 @@ dependencies:
       - !ruby/object:Gem::Version
         version: '0'
 - !ruby/object:Gem::Dependency
-  name: api_key_manager
+  name: csv
   requirement: !ruby/object:Gem::Requirement
     requirements:
     - - ">="
@@ -39,7 +38,7 @@ dependencies:
       - !ruby/object:Gem::Version
         version: '0'
 - !ruby/object:Gem::Dependency
-  name: dry-cli
+  name: faraday
   requirement: !ruby/object:Gem::Requirement
     requirements:
     - - ">="
@@ -53,7 +52,7 @@ dependencies:
       - !ruby/object:Gem::Version
         version: '0'
 - !ruby/object:Gem::Dependency
-  name: faraday
+  name: hashie
   requirement: !ruby/object:Gem::Requirement
     requirements:
     - - ">="
@@ -67,19 +66,19 @@ dependencies:
       - !ruby/object:Gem::Version
         version: '0'
 - !ruby/object:Gem::Dependency
-  name: hashie
+  name: kbs
   requirement: !ruby/object:Gem::Requirement
     requirements:
-    - - "~>"
+    - - ">="
       - !ruby/object:Gem::Version
-        version: 4.1.0
+        version: '0'
   type: :runtime
   prerelease: false
   version_requirements: !ruby/object:Gem::Requirement
     requirements:
-    - - "~>"
+    - - ">="
       - !ruby/object:Gem::Version
-        version: 4.1.0
+        version: '0'
 - !ruby/object:Gem::Dependency
   name: lite-statistics
   requirement: !ruby/object:Gem::Requirement
@@ -109,7 +108,63 @@ dependencies:
       - !ruby/object:Gem::Version
         version: '0'
 - !ruby/object:Gem::Dependency
-  name: sem_version
+  name: redis
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: ruby_llm
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: ruby_llm-mcp
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: shared_tools
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: sqa-tai
   requirement: !ruby/object:Gem::Requirement
     requirements:
     - - ">="
@@ -136,6 +191,62 @@ dependencies:
     - - ">="
       - !ruby/object:Gem::Version
         version: '0'
+- !ruby/object:Gem::Dependency
+  name: eps
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: polars-df
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: toml-rb
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+- !ruby/object:Gem::Dependency
+  name: regent
+  requirement: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
+  type: :runtime
+  prerelease: false
+  version_requirements: !ruby/object:Gem::Requirement
+    requirements:
+    - - ">="
+      - !ruby/object:Gem::Version
+        version: '0'
 - !ruby/object:Gem::Dependency
   name: amazing_print
   requirement: !ruby/object:Gem::Requirement
@@ -234,22 +345,34 @@ dependencies:
     - - ">="
       - !ruby/object:Gem::Version
         version: '0'
-description: Simplistic playpen (e.g. not for serious use) for doing technical analysis
-  of stock prices.
+description: |
+  Simplistic playpen (e.g. not for serious use) for doing
+  technical analysis of stock prices.  Under Construction.
 email:
 - dvanhoozer@gmail.com
 executables:
-- sqa
+- sqa-console
 extensions: []
 extra_rdoc_files: []
 files:
 - ".config/tocer/configuration.yml"
 - ".envrc"
+- ".goose/memory/development.txt"
+- ".semver"
+- ARCHITECTURE.md
 - CHANGELOG.md
+- CLAUDE.md
+- COMMITS.md
+- DATAFRAME_ARCHITECTURE_REVIEW.md
 - LICENSE
+- NEXT-STEPS.md
 - README.md
 - Rakefile
-- bin/sqa
+- TASKS.md
+- TEST_RESULTS.md
+- TODO.md
+- _notes.txt
+- bin/sqa-console
 - checksums/sqa-0.0.1.gem.sha512
 - checksums/sqa-0.0.10.gem.sha512
 - checksums/sqa-0.0.11.gem.sha512
@@ -272,90 +395,179 @@ files:
 - checksums/sqa-0.0.7.gem.sha512
 - checksums/sqa-0.0.8.gem.sha512
 - checksums/sqa-0.0.9.gem.sha512
+- data/talk_talk.json
+- develop_summary.md
 - docs/.gitignore
 - docs/README.md
+- docs/advanced/backtesting.md
+- docs/advanced/ensemble.md
+- docs/advanced/fpop.md
+- docs/advanced/index.md
+- docs/advanced/multi-timeframe.md
+- docs/advanced/pattern-matcher.md
+- docs/advanced/portfolio-optimizer.md
+- docs/advanced/portfolio.md
+- docs/advanced/risk-management.md
+- docs/advanced/strategy-generator.md
+- docs/advanced/streaming.md
+- docs/ai_and_ml.md
 - docs/alpha_vantage_technical_indicators.md
+- docs/api/dataframe.md
+- docs/api/index.md
+- docs/assets/css/custom.css
+- docs/assets/js/mathjax.js
 - docs/average_true_range.md
 - docs/bollinger_bands.md
 - docs/candlestick_pattern_recognizer.md
+- docs/concepts/index.md
+- docs/contributing/index.md
+- docs/data-sources/index.md
 - docs/data_frame.md
 - docs/donchian_channel.md
 - docs/double_top_bottom_pattern.md
 - docs/exponential_moving_average.md
+- docs/factors_that_impact_price.md
 - docs/fibonacci_retracement.md
+- docs/finviz.md
+- docs/fx_pro_bit.md
+- docs/genetic_programming.md
+- docs/getting-started/index.md
+- docs/getting-started/installation.md
+- docs/getting-started/quick-start.md
 - docs/head_and_shoulders_pattern.md
+- docs/i_gotta_an_idea.md
 - docs/identify_wave_condition.md
+- docs/index.md
 - docs/indicators.md
+- docs/indicators/index.md
 - docs/libsvm_file_format.md
 - docs/market_profile.md
 - docs/mean_reversion.md
 - docs/momentum.md
 - docs/moving_average_convergence_divergence.md
+- docs/options.md
 - docs/peaks_and_valleys.md
 - docs/predict_next_value.md
 - docs/relative_strength_index.md
 - docs/requirements.md
 - docs/simple_moving_average.md
 - docs/stochastic_oscillator.md
+- docs/strategies/bollinger-bands.md
+- docs/strategies/consensus.md
+- docs/strategies/custom.md
+- docs/strategies/ema.md
+- docs/strategies/index.md
+- docs/strategies/kbs.md
+- docs/strategies/macd.md
+- docs/strategies/market-profile.md
+- docs/strategies/mean-reversion.md
+- docs/strategies/rsi.md
+- docs/strategies/sma.md
+- docs/strategies/stochastic.md
+- docs/strategies/volume-breakout.md
 - docs/strategy.md
 - docs/ta_lib.md
+- docs/tags.md
 - docs/terms_of_use.md
 - docs/true_range.md
-- lib/patches/dry-cli.rb
+- docs/true_strength_index.md
+- docs/weighted_moving_average.md
+- examples/README.md
+- examples/advanced_features_example.rb
+- examples/fpop_analysis_example.rb
+- examples/genetic_programming_example.rb
+- examples/kbs_strategy_example.rb
+- examples/pattern_context_example.rb
+- examples/rails_app/Gemfile
+- examples/rails_app/README.md
+- examples/rails_app/app/assets/javascripts/application.js
+- examples/rails_app/app/assets/stylesheets/application.css
+- examples/rails_app/app/controllers/analysis_controller.rb
+- examples/rails_app/app/controllers/api/v1/stocks_controller.rb
+- examples/rails_app/app/controllers/application_controller.rb
+- examples/rails_app/app/controllers/backtest_controller.rb
+- examples/rails_app/app/controllers/dashboard_controller.rb
+- examples/rails_app/app/controllers/portfolio_controller.rb
+- examples/rails_app/app/views/analysis/show.html.erb
+- examples/rails_app/app/views/backtest/show.html.erb
+- examples/rails_app/app/views/dashboard/index.html.erb
+- examples/rails_app/app/views/dashboard/show.html.erb
+- examples/rails_app/app/views/errors/show.html.erb
+- examples/rails_app/app/views/layouts/application.html.erb
+- examples/rails_app/app/views/portfolio/index.html.erb
+- examples/rails_app/bin/rails
+- examples/rails_app/config.ru
+- examples/rails_app/config/application.rb
+- examples/rails_app/config/boot.rb
+- examples/rails_app/config/database.yml
+- examples/rails_app/config/environment.rb
+- examples/rails_app/config/routes.rb
+- examples/realtime_stream_example.rb
+- examples/sinatra_app/Gemfile
+- examples/sinatra_app/QUICKSTART.md
+- examples/sinatra_app/README.md
+- examples/sinatra_app/app.rb
+- examples/sinatra_app/config.ru
+- examples/sinatra_app/public/css/style.css
+- examples/sinatra_app/public/js/app.js
+- examples/sinatra_app/views/analyze.erb
+- examples/sinatra_app/views/backtest.erb
+- examples/sinatra_app/views/dashboard.erb
+- examples/sinatra_app/views/error.erb
+- examples/sinatra_app/views/index.erb
+- examples/sinatra_app/views/layout.erb
+- examples/sinatra_app/views/portfolio.erb
+- examples/strategy_generator_example.rb
+- hsa_portfolio.csv
+- justfile
+- lib/api/alpha_vantage_api.rb
 - lib/patches/string.rb
 - lib/sqa.rb
-- lib/sqa/activity.rb
-- lib/sqa/cli.rb
-- lib/sqa/commands.rb
-- lib/sqa/commands/analysis.rb
-- lib/sqa/commands/base.rb
-- lib/sqa/commands/web.rb
+- lib/sqa/backtest.rb
 - lib/sqa/config.rb
-- lib/sqa/constants.rb
 - lib/sqa/data_frame.rb
 - lib/sqa/data_frame/alpha_vantage.rb
+- lib/sqa/data_frame/data.rb
 - lib/sqa/data_frame/yahoo_finance.rb
+- lib/sqa/ensemble.rb
 - lib/sqa/errors.rb
+- lib/sqa/fpop.rb
+- lib/sqa/gp.rb
 - lib/sqa/indicator.rb
-- lib/sqa/indicator/average_true_range.rb
-- lib/sqa/indicator/bollinger_bands.rb
-- lib/sqa/indicator/candlestick_pattern_recognizer.rb
-- lib/sqa/indicator/donchian_channel.rb
-- lib/sqa/indicator/double_top_bottom_pattern.rb
-- lib/sqa/indicator/elliott_wave_theory.rb
-- lib/sqa/indicator/exponential_moving_average.rb
-- lib/sqa/indicator/exponential_moving_average_trend.rb
-- lib/sqa/indicator/fibonacci_retracement.rb
-- lib/sqa/indicator/head_and_shoulders_pattern.rb
-- lib/sqa/indicator/market_profile.rb
-- lib/sqa/indicator/mean_reversion.rb
-- lib/sqa/indicator/momentum.rb
-- lib/sqa/indicator/moving_average_convergence_divergence.rb
-- lib/sqa/indicator/peaks_and_valleys.rb
-- lib/sqa/indicator/predict_next_value.rb
-- lib/sqa/indicator/relative_strength_index.rb
-- lib/sqa/indicator/simple_moving_average.rb
-- lib/sqa/indicator/simple_moving_average_trend.rb
-- lib/sqa/indicator/stochastic_oscillator.rb
-- lib/sqa/indicator/true_range.rb
 - lib/sqa/init.rb
+- lib/sqa/market_regime.rb
+- lib/sqa/multi_timeframe.rb
+- lib/sqa/pattern_matcher.rb
 - lib/sqa/plugin_manager.rb
 - lib/sqa/portfolio.rb
+- lib/sqa/portfolio_optimizer.rb
+- lib/sqa/risk_manager.rb
+- lib/sqa/seasonal_analyzer.rb
+- lib/sqa/sector_analyzer.rb
 - lib/sqa/stock.rb
 - lib/sqa/strategy.rb
 - lib/sqa/strategy/README.md
+- lib/sqa/strategy/bollinger_bands.rb
 - lib/sqa/strategy/common.rb
 - lib/sqa/strategy/consensus.rb
 - lib/sqa/strategy/ema.rb
+- lib/sqa/strategy/kbs_strategy.rb
+- lib/sqa/strategy/macd.rb
 - lib/sqa/strategy/mp.rb
 - lib/sqa/strategy/mr.rb
 - lib/sqa/strategy/random.md
 - lib/sqa/strategy/random.rb
 - lib/sqa/strategy/rsi.rb
 - lib/sqa/strategy/sma.rb
+- lib/sqa/strategy/stochastic.rb
+- lib/sqa/strategy/volume_breakout.rb
+- lib/sqa/strategy_generator.rb
+- lib/sqa/stream.rb
 - lib/sqa/ticker.rb
-- lib/sqa/trade.rb
 - lib/sqa/version.rb
+- main.just
+- mkdocs.yml
+- trace.log
 homepage: https://github.com/MadBomber/sqa
 licenses:
 - MIT
@@ -364,7 +576,6 @@ metadata:
   homepage_uri: https://github.com/MadBomber/sqa
   source_code_uri: https://github.com/MadBomber/sqa
   changelog_uri: https://github.com/MadBomber/sqa
-post_install_message:
 rdoc_options: []
 require_paths:
 - lib
@@ -372,15 +583,14 @@ required_ruby_version: !ruby/object:Gem::Requirement
   requirements:
   - - ">="
     - !ruby/object:Gem::Version
-      version: '2.7'
+      version: '3.2'
 required_rubygems_version: !ruby/object:Gem::Requirement
   requirements:
   - - ">="
     - !ruby/object:Gem::Version
       version: '0'
 requirements: []
-rubygems_version: 3.4.21
-signing_key:
+rubygems_version: 3.7.2
 specification_version: 4
-summary: sqa - Stock Qualitative Analysis
+summary: sqa - Simple Qualitative Analysis
 test_files: []

data/bin/sqa

@@ -1,6 +0,0 @@
-#!/usr/bin/env ruby
-
-require 'sqa'
-require 'sqa/cli'
-
-SQA.init

data/lib/patches/dry-cli.rb

@@ -1,228 +0,0 @@
-# sqa/lib/patches/dry-cli.rb
-
-#####################################################################
-###
-##  File:  dry-cli.rb
-##  Desc:  Monkey around with the Dry::CLI class.
-#
-
-
-=begin
-  This monkey patch adds four new class methods to the Command class:
-
-    global_header .. Program/Glocal context custom header/footer
-    global_footer ..
-    header ......... Command context custom header / footer
-    footer .........
-
-  In addition to the new commands, tail-patched call methods in the
-  Banner and Usage modules wrap the existing help text formatting
-  with the appropriate global and command level header and footer
-  text.
-
-  The expected usage pattern is to have the global customerized
-  header / footer help text defined in the Base command class
-  for an application.  All other commands inherent from this
-  Base class.
-
-  The header / footer class methods are used to wrap the command
-  help text.  When "--help" is used on a command, the customerized
-  global header and footer text are on the outside of the help text.
-  The customized command header / footer are inside of the
-  global context but still wrap the original help text
-
-  Here is an example help output:
-
-$ ./bin_cli.rb start --help
-== Base Global Header ==
-== Start Header ==
-Command:
-  bin_cli.rb start
-
-Usage:
-  bin_cli.rb start ROOT | bin_cli.rb start SUBCOMMAND
-
-Description:
-  Start Foo machinery
-
-Subcommands:
-  version                           # Print version
-
-Arguments:
-  ROOT                              # REQUIRED Root directory
-
-Options:
-  --[no-]debug, -d, --debug         # Print debug information, default: false
-  --[no-]verbose, -v, --verbose     # Print verbose information, default: false
-  --[no-]xyzzy, -x, --xyzzy         # Magic, default: false
-  --help, -h                        # Print this help
-
-Examples:
-  bin_cli.rb start path/to/root # Start Foo at root directory
-== Start Footer ==
-== Base Global Footer ==
-
-
-=end
-
-
-module Dry::CLI::Banner
-  class << self
-    alias_method :original_call, :call
-
-    # Overwrites the original 'call' method to accommodate a custom header and footer
-    # for the help text.
-    # @param command [Class] the the command class
-    # @param name [String] command line without help option
-    # @return [String] modified help text
-
-    def call(command, name)
-      help_text = original_call(command, name)
-
-			my_header, my_footer = command_help_wrapper(command)
-
-      help_text.prepend(my_header)
-      help_text += my_footer
-
-      help_text
-    end
-
-
-    # Provides the header and footer for the received command.
-    # @param command [Class] the command class
-    # @return [Array<String>] an array with the header at the 0 index and
-    #                         the footer at the 1 index
-
-    def command_help_wrapper(command)
-    	global_header 	= Dry::CLI::Command.global_header
-    	global_footer 	= Dry::CLI::Command.global_footer
-      command_header 	= command.header
-      command_footer 	= command.footer
-
-      my_header = ""
-      my_header += global_header + "\n"	unless (global_header.nil? || global_header.empty?)
-      my_header += command_header+ "\n" unless (command_header.nil?|| command_header.empty?)
-
-      my_footer = ""
-      my_footer += "\n" + command_footer 	unless (command_footer.nil?|| command_footer.empty?)
-      my_footer += "\n" + global_footer 	unless (global_footer.nil? || global_footer.empty?)
-
-    	[my_header, my_footer]
-    end
-  end
-end
-
-
-module Dry::CLI::Usage
-  class << self
-    alias_method :original_call, :call
-
-    # Overwrites the original 'call' method to allow a global header
-    # and footer wrap for the help text.
-    # @return [String] modified help text
-
-    def call(result)
-    	help_text = original_call(result)
-
-    	global_header 	= Dry::CLI::Command.global_header
-    	global_footer 	= Dry::CLI::Command.global_footer
-
-    	help_text.prepend(global_header + "\n") unless (global_header.nil? || global_header.empty?)
-    	help_text += "\n" + global_footer 			unless (global_footer.nil? || global_footer.empty?)
-
-    	help_text
-    end
-  end
-end
-
-
-class Dry::CLI::Command
-  # Provides a way to set a custom, command specific header.
-  # @param a_string [String] optional, header text
-  # @return [String] header text
-
-  def self.header(a_string=nil)
-		if a_string.nil?
-			@header_string
-		else
-			@header_string = a_string
-		end
-	end
-
-
-  # Provides a way to set a custom, command specific footer.
-  # @param a_string [String] optional, footer text
-  # @return [String] footer text
-
-	def self.footer(a_string=nil)
-		if a_string.nil?
-			@footer_string
-		else
-			@footer_string = a_string
-		end
-	end
-
-
-  # Provides a way to set a global custom header to overwrite the default one.
-  # @param a_string [String] optional, global header text
-  # @return [String] global header text
-
-	def self.global_header(a_string=nil)
-		if a_string.nil?
-			@@global_header_string
-		else
-			@@global_header_string = a_string
-		end
-	end
-
-
-  # Provides a way to set a global custom footer to overwrite the default one.
-  # @param a_string [String] optional, global footer text
-  # @return [String] global footer text
-
-	def self.global_footer(a_string=nil)
-		if a_string.nil?
-			@@global_footer_string
-		else
-			@@global_footer_string = a_string
-		end
-	end
-end
-
-
-# Add option value transformation based upon the value of the
-# option's "type:" parameter.
-
-module Dry::CLI::Parser
-  TRANSFORMERS = {
-    integer:  -> (v) { v&.to_i },
-    float:    -> (v) { v&.to_f }
-  }
-
-  def self.call(command, arguments, prog_name)
-    original_arguments = arguments.dup
-    parsed_options = {}
-
-    OptionParser.new do |opts|
-      command.options.each do |option|
-        opts.on(*option.parser_options) do |value|
-          if TRANSFORMERS.has_key?(option.options[:type])
-            value = TRANSFORMERS[option.options[:type]].call(value)
-          end
-
-          parsed_options[option.name.to_sym] = value
-        end
-      end
-
-      opts.on_tail("-h", "--help") do
-        return Result.help
-      end
-    end.parse!(arguments)
-
-    parsed_options = command.default_params.merge(parsed_options)
-    parse_required_params(command, arguments, prog_name, parsed_options)
-  rescue ::OptionParser::ParseError
-    Result.failure("ERROR: \"#{prog_name}\" was called with arguments \"#{original_arguments.join(" ")}\"") # rubocop:disable Metrics/LineLength
-  end
-end
-