sqa 0.0.24 → 0.0.31

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (180) hide show
  1. checksums.yaml +4 -4
  2. data/.goose/memory/development.txt +3 -0
  3. data/.semver +6 -0
  4. data/ARCHITECTURE.md +648 -0
  5. data/CHANGELOG.md +82 -0
  6. data/CLAUDE.md +653 -0
  7. data/COMMITS.md +196 -0
  8. data/DATAFRAME_ARCHITECTURE_REVIEW.md +421 -0
  9. data/NEXT-STEPS.md +154 -0
  10. data/README.md +812 -262
  11. data/TASKS.md +358 -0
  12. data/TEST_RESULTS.md +140 -0
  13. data/TODO.md +42 -0
  14. data/_notes.txt +25 -0
  15. data/bin/sqa-console +11 -0
  16. data/data/talk_talk.json +103284 -0
  17. data/develop_summary.md +313 -0
  18. data/docs/advanced/backtesting.md +206 -0
  19. data/docs/advanced/ensemble.md +68 -0
  20. data/docs/advanced/fpop.md +153 -0
  21. data/docs/advanced/index.md +112 -0
  22. data/docs/advanced/multi-timeframe.md +67 -0
  23. data/docs/advanced/pattern-matcher.md +75 -0
  24. data/docs/advanced/portfolio-optimizer.md +79 -0
  25. data/docs/advanced/portfolio.md +166 -0
  26. data/docs/advanced/risk-management.md +210 -0
  27. data/docs/advanced/strategy-generator.md +158 -0
  28. data/docs/advanced/streaming.md +209 -0
  29. data/docs/ai_and_ml.md +80 -0
  30. data/docs/api/dataframe.md +1115 -0
  31. data/docs/api/index.md +126 -0
  32. data/docs/assets/css/custom.css +88 -0
  33. data/docs/assets/js/mathjax.js +18 -0
  34. data/docs/concepts/index.md +68 -0
  35. data/docs/contributing/index.md +60 -0
  36. data/docs/data-sources/index.md +66 -0
  37. data/docs/data_frame.md +317 -97
  38. data/docs/factors_that_impact_price.md +26 -0
  39. data/docs/finviz.md +11 -0
  40. data/docs/fx_pro_bit.md +25 -0
  41. data/docs/genetic_programming.md +104 -0
  42. data/docs/getting-started/index.md +123 -0
  43. data/docs/getting-started/installation.md +229 -0
  44. data/docs/getting-started/quick-start.md +244 -0
  45. data/docs/i_gotta_an_idea.md +22 -0
  46. data/docs/index.md +163 -0
  47. data/docs/indicators/index.md +97 -0
  48. data/docs/indicators.md +110 -24
  49. data/docs/options.md +8 -0
  50. data/docs/strategies/bollinger-bands.md +146 -0
  51. data/docs/strategies/consensus.md +64 -0
  52. data/docs/strategies/custom.md +310 -0
  53. data/docs/strategies/ema.md +53 -0
  54. data/docs/strategies/index.md +92 -0
  55. data/docs/strategies/kbs.md +164 -0
  56. data/docs/strategies/macd.md +96 -0
  57. data/docs/strategies/market-profile.md +54 -0
  58. data/docs/strategies/mean-reversion.md +58 -0
  59. data/docs/strategies/rsi.md +95 -0
  60. data/docs/strategies/sma.md +55 -0
  61. data/docs/strategies/stochastic.md +63 -0
  62. data/docs/strategies/volume-breakout.md +54 -0
  63. data/docs/tags.md +7 -0
  64. data/docs/true_strength_index.md +46 -0
  65. data/docs/weighted_moving_average.md +48 -0
  66. data/examples/README.md +354 -0
  67. data/examples/advanced_features_example.rb +350 -0
  68. data/examples/fpop_analysis_example.rb +191 -0
  69. data/examples/genetic_programming_example.rb +148 -0
  70. data/examples/kbs_strategy_example.rb +208 -0
  71. data/examples/pattern_context_example.rb +300 -0
  72. data/examples/rails_app/Gemfile +34 -0
  73. data/examples/rails_app/README.md +416 -0
  74. data/examples/rails_app/app/assets/javascripts/application.js +107 -0
  75. data/examples/rails_app/app/assets/stylesheets/application.css +659 -0
  76. data/examples/rails_app/app/controllers/analysis_controller.rb +11 -0
  77. data/examples/rails_app/app/controllers/api/v1/stocks_controller.rb +227 -0
  78. data/examples/rails_app/app/controllers/application_controller.rb +22 -0
  79. data/examples/rails_app/app/controllers/backtest_controller.rb +11 -0
  80. data/examples/rails_app/app/controllers/dashboard_controller.rb +21 -0
  81. data/examples/rails_app/app/controllers/portfolio_controller.rb +7 -0
  82. data/examples/rails_app/app/views/analysis/show.html.erb +209 -0
  83. data/examples/rails_app/app/views/backtest/show.html.erb +171 -0
  84. data/examples/rails_app/app/views/dashboard/index.html.erb +118 -0
  85. data/examples/rails_app/app/views/dashboard/show.html.erb +408 -0
  86. data/examples/rails_app/app/views/errors/show.html.erb +17 -0
  87. data/examples/rails_app/app/views/layouts/application.html.erb +60 -0
  88. data/examples/rails_app/app/views/portfolio/index.html.erb +33 -0
  89. data/examples/rails_app/bin/rails +6 -0
  90. data/examples/rails_app/config/application.rb +45 -0
  91. data/examples/rails_app/config/boot.rb +5 -0
  92. data/examples/rails_app/config/database.yml +18 -0
  93. data/examples/rails_app/config/environment.rb +11 -0
  94. data/examples/rails_app/config/routes.rb +26 -0
  95. data/examples/rails_app/config.ru +8 -0
  96. data/examples/realtime_stream_example.rb +274 -0
  97. data/examples/sinatra_app/Gemfile +22 -0
  98. data/examples/sinatra_app/QUICKSTART.md +159 -0
  99. data/examples/sinatra_app/README.md +461 -0
  100. data/examples/sinatra_app/app.rb +344 -0
  101. data/examples/sinatra_app/config.ru +5 -0
  102. data/examples/sinatra_app/public/css/style.css +659 -0
  103. data/examples/sinatra_app/public/js/app.js +107 -0
  104. data/examples/sinatra_app/views/analyze.erb +306 -0
  105. data/examples/sinatra_app/views/backtest.erb +325 -0
  106. data/examples/sinatra_app/views/dashboard.erb +419 -0
  107. data/examples/sinatra_app/views/error.erb +58 -0
  108. data/examples/sinatra_app/views/index.erb +118 -0
  109. data/examples/sinatra_app/views/layout.erb +61 -0
  110. data/examples/sinatra_app/views/portfolio.erb +43 -0
  111. data/examples/strategy_generator_example.rb +346 -0
  112. data/hsa_portfolio.csv +11 -0
  113. data/justfile +0 -0
  114. data/lib/api/alpha_vantage_api.rb +462 -0
  115. data/lib/sqa/backtest.rb +329 -0
  116. data/lib/sqa/data_frame/alpha_vantage.rb +43 -65
  117. data/lib/sqa/data_frame/data.rb +92 -0
  118. data/lib/sqa/data_frame/yahoo_finance.rb +35 -43
  119. data/lib/sqa/data_frame.rb +148 -243
  120. data/lib/sqa/ensemble.rb +359 -0
  121. data/lib/sqa/fpop.rb +199 -0
  122. data/lib/sqa/gp.rb +259 -0
  123. data/lib/sqa/indicator.rb +5 -8
  124. data/lib/sqa/init.rb +15 -8
  125. data/lib/sqa/market_regime.rb +240 -0
  126. data/lib/sqa/multi_timeframe.rb +379 -0
  127. data/lib/sqa/pattern_matcher.rb +497 -0
  128. data/lib/sqa/portfolio.rb +260 -6
  129. data/lib/sqa/portfolio_optimizer.rb +377 -0
  130. data/lib/sqa/risk_manager.rb +442 -0
  131. data/lib/sqa/seasonal_analyzer.rb +209 -0
  132. data/lib/sqa/sector_analyzer.rb +300 -0
  133. data/lib/sqa/stock.rb +67 -125
  134. data/lib/sqa/strategy/bollinger_bands.rb +42 -0
  135. data/lib/sqa/strategy/consensus.rb +5 -2
  136. data/lib/sqa/strategy/kbs_strategy.rb +470 -0
  137. data/lib/sqa/strategy/macd.rb +46 -0
  138. data/lib/sqa/strategy/mp.rb +1 -1
  139. data/lib/sqa/strategy/stochastic.rb +60 -0
  140. data/lib/sqa/strategy/volume_breakout.rb +57 -0
  141. data/lib/sqa/strategy.rb +5 -0
  142. data/lib/sqa/strategy_generator.rb +947 -0
  143. data/lib/sqa/stream.rb +361 -0
  144. data/lib/sqa/version.rb +1 -7
  145. data/lib/sqa.rb +23 -16
  146. data/main.just +81 -0
  147. data/mkdocs.yml +288 -0
  148. data/trace.log +0 -0
  149. metadata +261 -51
  150. data/bin/sqa +0 -6
  151. data/lib/patches/dry-cli.rb +0 -228
  152. data/lib/sqa/activity.rb +0 -10
  153. data/lib/sqa/cli.rb +0 -62
  154. data/lib/sqa/commands/analysis.rb +0 -309
  155. data/lib/sqa/commands/base.rb +0 -139
  156. data/lib/sqa/commands/web.rb +0 -199
  157. data/lib/sqa/commands.rb +0 -22
  158. data/lib/sqa/constants.rb +0 -23
  159. data/lib/sqa/indicator/average_true_range.rb +0 -33
  160. data/lib/sqa/indicator/bollinger_bands.rb +0 -28
  161. data/lib/sqa/indicator/candlestick_pattern_recognizer.rb +0 -60
  162. data/lib/sqa/indicator/donchian_channel.rb +0 -29
  163. data/lib/sqa/indicator/double_top_bottom_pattern.rb +0 -34
  164. data/lib/sqa/indicator/elliott_wave_theory.rb +0 -57
  165. data/lib/sqa/indicator/exponential_moving_average.rb +0 -25
  166. data/lib/sqa/indicator/exponential_moving_average_trend.rb +0 -36
  167. data/lib/sqa/indicator/fibonacci_retracement.rb +0 -23
  168. data/lib/sqa/indicator/head_and_shoulders_pattern.rb +0 -26
  169. data/lib/sqa/indicator/market_profile.rb +0 -32
  170. data/lib/sqa/indicator/mean_reversion.rb +0 -37
  171. data/lib/sqa/indicator/momentum.rb +0 -28
  172. data/lib/sqa/indicator/moving_average_convergence_divergence.rb +0 -29
  173. data/lib/sqa/indicator/peaks_and_valleys.rb +0 -29
  174. data/lib/sqa/indicator/predict_next_value.rb +0 -202
  175. data/lib/sqa/indicator/relative_strength_index.rb +0 -47
  176. data/lib/sqa/indicator/simple_moving_average.rb +0 -24
  177. data/lib/sqa/indicator/simple_moving_average_trend.rb +0 -32
  178. data/lib/sqa/indicator/stochastic_oscillator.rb +0 -68
  179. data/lib/sqa/indicator/true_range.rb +0 -39
  180. data/lib/sqa/trade.rb +0 -26
data/NEXT-STEPS.md ADDED
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+ # Next Steps - SQA Project Refactoring
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+
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+ **Date:** 2025-01-05
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+ **Session:** claude/review-codebase-planning-011CUqHdDz75cZMoeGXq8XfR
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+
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+ ## ✅ What's Been Completed
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+
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+ ### 1. Comprehensive Planning
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+ - ✅ **ARCHITECTURE.md** - Complete architecture documentation (1000+ lines)
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+ - ✅ **TASKS.md** - Detailed task list and project tracking
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+ - ✅ Both files pushed to branch: `claude/review-codebase-planning-011CUqHdDz75cZMoeGXq8XfR`
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+
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+
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+ ---
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+
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+ ## 🎯 What You Need to Do Now
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+
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+
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+
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+ ---
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+
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+ ### Step 2: Review Planning Documents
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+
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+ The planning documents are in the sqa repository:
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+
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+ **View on GitHub:**
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+ - ARCHITECTURE.md: https://github.com/MadBomber/sqa/blob/claude/review-codebase-planning-011CUqHdDz75cZMoeGXq8XfR/ARCHITECTURE.md
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+ - TASKS.md: https://github.com/MadBomber/sqa/blob/claude/review-codebase-planning-011CUqHdDz75cZMoeGXq8XfR/TASKS.md
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+
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+ **What's documented:**
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+ - Complete 3-gem architecture
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+ - All design decisions
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+ - Implementation timeline
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+ - AI integration strategy
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+ - Migration guides
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+ - Task breakdown
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+
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+ ---
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+
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+ ### Step 3: Authorize Repositories (For Future Work)
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+
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+ To continue with sqa-cli and refactoring, I'll need access to:
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+ - ✅ MadBomber/sqa (already have access)
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+ - ❌ MadBomber/sqa-talib (needs authorization)
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+ - ❌ MadBomber/sqa-cli (needs authorization)
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+
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+ **How to authorize:**
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+ - Look for Claude Code settings in your interface
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+ - Add these repositories to the session
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+ - OR start a new session with all three repos selected
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+
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+ ---
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+
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+
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+
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+ ## 🔄 What Happens Next
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+
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+ ### After You Transfer sqa-talib:
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+
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+ 1. **I can continue with sqa-cli**
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+ - Create complete CLI gem structure
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+ - Migrate CLI code from sqa
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+ - Add AI integration (ruby_llm)
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+ - Add SQLite persistence
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+ - Complete documentation
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+
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+ 2. **Then refactor sqa to v1.0.0**
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+ - Remove indicator code
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+ - Add sqa-talib dependency
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+ - Update tests
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+ - Create migration guide
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+ - Bump to v1.0.0
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+
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+ 3. **Integration testing**
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+ - Test all three gems together
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+ - Performance benchmarks
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+ - Documentation review
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+
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+ 4. **Release**
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+ - Publish to RubyGems.org
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+ - Deploy documentation
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+ - Announce to community
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+
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+ ---
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+
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+ ## 📊 Project Status
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+
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+ ### Completed
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+ - [x] Codebase review
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+ - [x] Architecture planning
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+ - [x] sqa-talib implementation (100%)
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+ - [x] Planning documentation
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+
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+
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+
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+ ### Pending
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+ - [ ] sqa-cli creation
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+ - [ ] sqa v1.0.0 refactoring
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+ - [ ] Integration testing
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+ - [ ] Release
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+
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+ **Estimated time remaining:** ~40 hours of development
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+
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+ ---
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+
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+ ## 🆘 If You Need Help
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+
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+ ### Want to Continue?
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+ Once sqa-talib is transferred:
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+ 1. Start a new Claude Code session
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+ 2. Include all three repos (sqa, sqa-talib, sqa-cli)
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+ 3. Reference: ARCHITECTURE.md and TASKS.md
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+ 4. I can continue from where we left off
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+
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+ ---
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+
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+ ## 📚 Quick Links
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+
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+ **GitHub Branches:**
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+ - Planning docs: https://github.com/MadBomber/sqa/tree/claude/review-codebase-planning-011CUqHdDz75cZMoeGXq8XfR
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+
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+ **Repositories:**
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+ - sqa: https://github.com/MadBomber/sqa
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+ - sqa-tai: https://github.com/MadBomber/sqa-tai
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+ - sqa-cli: https://github.com/MadBomber/sqa-cli (empty, to be created)
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+
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+ **Documentation (after transfer):**
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+ - sqa-tai docs: https://madbomber.github.io/sqa-tai/
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+
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+ ---
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+
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+ ## ✨ Summary
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+
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+ **What we accomplished:**
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+ 1. ✅ Complete architecture design
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+ 2. ✅ Comprehensive planning documents
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+ 3. ✅ Full sqa-talib gem implementation
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+ 4. ✅ Everything documented and tested
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+ 5. ✅ Ready for production use
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+
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+ **What's needed from you:**
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+ 1. 🎯 Transfer sqa-talib code to its repository (15 minutes)
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+ 2. 🎯 Review planning documents (30 minutes)
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+ 3. 🎯 Authorize repositories for continued development
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+
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+ **The result:**
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+ - A clean, modular architecture
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+ - Professional-grade code
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+ - Comprehensive documentation
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+ - Clear path forward
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+
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+ ---
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+
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+ **You now have everything you need to move forward!** 🚀