TradeChart 2.2.0__tar.gz → 2.3.1__tar.gz

{tradechart-2.2.0 → tradechart-2.3.1}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: TradeChart
-Version: 2.2.0
+Version: 2.3.1
 Summary: Production-quality financial chart generator — candlestick, line, area, OHLC, Heikin-Ashi, performance heatmaps, and sector group charts.
 Author-email: "TRADELY.DEV" <dev@tradely.dev>
 License: Apache-2.0
@@ -45,7 +45,7 @@ Requires-Dist: build>=1.0; extra == "dev"
 Requires-Dist: twine>=5.0; extra == "dev"
 Dynamic: license-file
 
-# TradeChart — Library Edition v2.2.0
+# TradeChart — Library Edition v2.3.1
 
 **Python → Financial Charts**  
 Generate production-quality candlestick, line, area, OHLC, Heikin-Ashi, and performance heatmap charts from code.  
@@ -116,11 +116,20 @@ Any valid `SECTOR_GROUPS` key (`"mag7"`, `"tech"`, `"finance"`, `"energy"`, …)
 
 ### How it works
 
-Once a store path is configured, every call to `chart()`, `data()`, `export()`, `compare()`, or `heatmap()` checks the disk store before touching the network:
+Once a store path is configured, every call to `chart()`, `data()`, `export()`, `compare()`, or `heatmap()` uses a three-level lookup before touching the network:
 
 1. **In-memory cache** — sub-millisecond, TTL-based (existing behaviour).
-2. **Disk store** — CSV file per `(ticker, duration)` pair, persists across sessions.
-3. **Live provider chain** — yfinance → TradingView → Stooq. On success the result is written to disk automatically.
+2. **Disk store (fresh)** — if the stored file is younger than the bar-resolution threshold, it is served as-is. No network call.
+3. **Disk store (stale) + live fetch** — if the stored file is older than the threshold, the library fetches the current window from a live provider to get the missing bars, then **merges** those new rows on top of the stored history. Historical bars are never discarded or re-requested. The merged result is written back to disk and served.
+
+The staleness threshold matches the resolution of the data so charts are never more than one bar behind:
+
+| Duration | Bar resolution | Refreshes after |
+|---|---|---|
+| `"1d"`, `"5d"` | 5 / 15-min bars | 4 hours |
+| `"1mo"`, `"3mo"`, `"6mo"` | Daily bars | 24 hours |
+| `"1y"`, `"2y"`, `"5y"` | Weekly bars | 7 days |
+| `"10y"`, `"max"` | Monthly bars | 30 days |
 
 ```python
 tc.store("/data/myproject")
@@ -129,7 +138,10 @@ tc.store("AAPL", "MSFT", "mag7", "3mo")   # fetch once, write to disk
 # Later — same session or a completely new one:
 tc.chart("AAPL", "3mo")                   # served from disk, no network call
 tc.data("MSFT", "3mo")                    # same
-tc.heatmap(tc.SECTOR_GROUPS["mag7"], "3mo") # same
+
+# After 24 hours (daily bars): only the new day's bar is fetched and merged
+# in — the months of stored history are kept and reused as-is
+tc.chart("AAPL", "3mo")                   # delta fetch + merge, then cached
 ```
 
 ### Clearing stored data
@@ -438,8 +450,8 @@ tc.config(
 | `theme` | `str` | `"dark"` | `"dark"`, `"light"`, `"classic"` | Chart colour theme. See [Themes](#themes). |
 | `watermark` | `bool` | `True` | `True`, `False` | Show or hide the TRADELY logo in the bottom-left corner of charts. |
 | `overwrite` | `bool` | `False` | `True`, `False` | `False` — append `_1`, `_2`, … to the filename if it already exists. `True` — overwrite the existing file silently. |
-| `dpi` | `int` | `150` | `50`–`600` | Output resolution in dots per inch. Higher values produce larger, sharper files. |
-| `fig_size` | `tuple[int, int]` | `(14, 7)` | Any valid `(width, height)` in inches | Matplotlib figure size. Increase for wide monitors or presentations. |
+| `dpi` | `int` | `100` | `50`–`600` | Output resolution in dots per inch. Higher values produce larger, sharper files. |
+| `fig_size` | `tuple[int, int]` | `(12, 6)` | Any valid `(width, height)` in inches | Matplotlib figure size. Increase for wide monitors or presentations. |
 | `cache_ttl` | `int` | `300` | Any positive integer (seconds) | How long fetched data is kept in memory. `0` effectively disables caching. |
 
 ---
@@ -557,7 +569,7 @@ TradeChart tries providers in priority order and falls back automatically on fai
 
 | Priority | Provider | Requires | Notes |
 |---|---|---|---|
-| 0 | **Disk store** | `tc.store(path)` called once | Fastest — served from local CSV, no network. Persists across sessions. |
+| 0 | **Disk store** | `tc.store(path)` called once | Served from local CSV when fresh. When stale, only the missing bars are fetched from a live provider and merged on top — historical rows are never re-requested. |
 | 1 | **yfinance** | Included by default | Primary live source. Covers stocks, ETFs, indices, crypto, forex. |
 | 2 | **TradingView** | `pip install TradeChart[tradingview]` | Tried if yfinance returns empty or fails. Attempts multiple exchanges automatically (`NASDAQ`, `NYSE`, `AMEX`, `CRYPTO`, `FX`). |
 | 3 | **Stooq** | Nothing — free CSV endpoint | Final fallback. No API key required. Duration mapped to a rolling date range. |
@@ -569,7 +581,7 @@ If all live providers fail and no disk data exists, a `DataFetchError` is raised
 ## Notes
 
 **Persistent disk store**  
-When `tc.store()` is configured, every successful live fetch is written to `tradechart_FetchData/` as a CSV file. Subsequent fetches — even in a new Python session — read from disk rather than the network. Use `tc.clear_cache(disk=True)` to wipe stored files and force a fresh fetch from providers.
+When `tc.store()` is configured, every successful live fetch is written to `tradechart_FetchData/` as a CSV file. On subsequent requests the library checks whether the stored data is fresh enough (based on bar resolution — 24 hours for daily bars, 4 hours for intraday, etc.). If fresh, it is served directly with no network call. If stale, only the most recent bars are fetched from a live provider and merged on top of the stored history — historical rows are never discarded or re-fetched. Use `tc.clear_cache(disk=True)` to wipe stored files and force a full re-fetch.
 
 **In-memory caching**  
 Fetched data is also cached in-memory for `cache_ttl` seconds (default 300 s / 5 minutes). All subsequent calls with the same ticker and duration within that window are served from the memory cache. Call `tc.clear_cache()` to force re-evaluation (disk store is still checked before going to the network). Set `tc.config(cache_ttl=0)` to disable the memory cache entirely.
@@ -590,7 +602,7 @@ The `"heikin_ashi"` chart type converts standard OHLC data to Heikin-Ashi candle
 When `mplfinance` is installed (`pip install TradeChart[mplfinance]`), candlestick and Heikin-Ashi charts use it for higher-quality rendering. Otherwise a pure-matplotlib fallback is used automatically — no configuration required.
 
 **Output resolution**  
-Default DPI is 150, producing a ~2100 × 1050 px image at the default figure size. Increase with `tc.config(dpi=300)` for print-quality output.
+Default DPI is 100, producing a ~1200 × 600 px image at the default figure size — well under 300 KB for all supported formats. Increase with `tc.config(dpi=200)` for sharper output, or `tc.config(dpi=300)` for print quality.
 
 ---
 

{tradechart-2.2.0 → tradechart-2.3.1}/README.md

@@ -1,4 +1,4 @@
-# TradeChart — Library Edition v2.2.0
+# TradeChart — Library Edition v2.3.1
 
 **Python → Financial Charts**  
 Generate production-quality candlestick, line, area, OHLC, Heikin-Ashi, and performance heatmap charts from code.  
@@ -69,11 +69,20 @@ Any valid `SECTOR_GROUPS` key (`"mag7"`, `"tech"`, `"finance"`, `"energy"`, …)
 
 ### How it works
 
-Once a store path is configured, every call to `chart()`, `data()`, `export()`, `compare()`, or `heatmap()` checks the disk store before touching the network:
+Once a store path is configured, every call to `chart()`, `data()`, `export()`, `compare()`, or `heatmap()` uses a three-level lookup before touching the network:
 
 1. **In-memory cache** — sub-millisecond, TTL-based (existing behaviour).
-2. **Disk store** — CSV file per `(ticker, duration)` pair, persists across sessions.
-3. **Live provider chain** — yfinance → TradingView → Stooq. On success the result is written to disk automatically.
+2. **Disk store (fresh)** — if the stored file is younger than the bar-resolution threshold, it is served as-is. No network call.
+3. **Disk store (stale) + live fetch** — if the stored file is older than the threshold, the library fetches the current window from a live provider to get the missing bars, then **merges** those new rows on top of the stored history. Historical bars are never discarded or re-requested. The merged result is written back to disk and served.
+
+The staleness threshold matches the resolution of the data so charts are never more than one bar behind:
+
+| Duration | Bar resolution | Refreshes after |
+|---|---|---|
+| `"1d"`, `"5d"` | 5 / 15-min bars | 4 hours |
+| `"1mo"`, `"3mo"`, `"6mo"` | Daily bars | 24 hours |
+| `"1y"`, `"2y"`, `"5y"` | Weekly bars | 7 days |
+| `"10y"`, `"max"` | Monthly bars | 30 days |
 
 ```python
 tc.store("/data/myproject")
@@ -82,7 +91,10 @@ tc.store("AAPL", "MSFT", "mag7", "3mo")   # fetch once, write to disk
 # Later — same session or a completely new one:
 tc.chart("AAPL", "3mo")                   # served from disk, no network call
 tc.data("MSFT", "3mo")                    # same
-tc.heatmap(tc.SECTOR_GROUPS["mag7"], "3mo") # same
+
+# After 24 hours (daily bars): only the new day's bar is fetched and merged
+# in — the months of stored history are kept and reused as-is
+tc.chart("AAPL", "3mo")                   # delta fetch + merge, then cached
 ```
 
 ### Clearing stored data
@@ -391,8 +403,8 @@ tc.config(
 | `theme` | `str` | `"dark"` | `"dark"`, `"light"`, `"classic"` | Chart colour theme. See [Themes](#themes). |
 | `watermark` | `bool` | `True` | `True`, `False` | Show or hide the TRADELY logo in the bottom-left corner of charts. |
 | `overwrite` | `bool` | `False` | `True`, `False` | `False` — append `_1`, `_2`, … to the filename if it already exists. `True` — overwrite the existing file silently. |
-| `dpi` | `int` | `150` | `50`–`600` | Output resolution in dots per inch. Higher values produce larger, sharper files. |
-| `fig_size` | `tuple[int, int]` | `(14, 7)` | Any valid `(width, height)` in inches | Matplotlib figure size. Increase for wide monitors or presentations. |
+| `dpi` | `int` | `100` | `50`–`600` | Output resolution in dots per inch. Higher values produce larger, sharper files. |
+| `fig_size` | `tuple[int, int]` | `(12, 6)` | Any valid `(width, height)` in inches | Matplotlib figure size. Increase for wide monitors or presentations. |
 | `cache_ttl` | `int` | `300` | Any positive integer (seconds) | How long fetched data is kept in memory. `0` effectively disables caching. |
 
 ---
@@ -510,7 +522,7 @@ TradeChart tries providers in priority order and falls back automatically on fai
 
 | Priority | Provider | Requires | Notes |
 |---|---|---|---|
-| 0 | **Disk store** | `tc.store(path)` called once | Fastest — served from local CSV, no network. Persists across sessions. |
+| 0 | **Disk store** | `tc.store(path)` called once | Served from local CSV when fresh. When stale, only the missing bars are fetched from a live provider and merged on top — historical rows are never re-requested. |
 | 1 | **yfinance** | Included by default | Primary live source. Covers stocks, ETFs, indices, crypto, forex. |
 | 2 | **TradingView** | `pip install TradeChart[tradingview]` | Tried if yfinance returns empty or fails. Attempts multiple exchanges automatically (`NASDAQ`, `NYSE`, `AMEX`, `CRYPTO`, `FX`). |
 | 3 | **Stooq** | Nothing — free CSV endpoint | Final fallback. No API key required. Duration mapped to a rolling date range. |
@@ -522,7 +534,7 @@ If all live providers fail and no disk data exists, a `DataFetchError` is raised
 ## Notes
 
 **Persistent disk store**  
-When `tc.store()` is configured, every successful live fetch is written to `tradechart_FetchData/` as a CSV file. Subsequent fetches — even in a new Python session — read from disk rather than the network. Use `tc.clear_cache(disk=True)` to wipe stored files and force a fresh fetch from providers.
+When `tc.store()` is configured, every successful live fetch is written to `tradechart_FetchData/` as a CSV file. On subsequent requests the library checks whether the stored data is fresh enough (based on bar resolution — 24 hours for daily bars, 4 hours for intraday, etc.). If fresh, it is served directly with no network call. If stale, only the most recent bars are fetched from a live provider and merged on top of the stored history — historical rows are never discarded or re-fetched. Use `tc.clear_cache(disk=True)` to wipe stored files and force a full re-fetch.
 
 **In-memory caching**  
 Fetched data is also cached in-memory for `cache_ttl` seconds (default 300 s / 5 minutes). All subsequent calls with the same ticker and duration within that window are served from the memory cache. Call `tc.clear_cache()` to force re-evaluation (disk store is still checked before going to the network). Set `tc.config(cache_ttl=0)` to disable the memory cache entirely.
@@ -543,7 +555,7 @@ The `"heikin_ashi"` chart type converts standard OHLC data to Heikin-Ashi candle
 When `mplfinance` is installed (`pip install TradeChart[mplfinance]`), candlestick and Heikin-Ashi charts use it for higher-quality rendering. Otherwise a pure-matplotlib fallback is used automatically — no configuration required.
 
 **Output resolution**  
-Default DPI is 150, producing a ~2100 × 1050 px image at the default figure size. Increase with `tc.config(dpi=300)` for print-quality output.
+Default DPI is 100, producing a ~1200 × 600 px image at the default figure size — well under 300 KB for all supported formats. Increase with `tc.config(dpi=200)` for sharper output, or `tc.config(dpi=300)` for print quality.
 
 ---
 

{tradechart-2.2.0 → tradechart-2.3.1}/TradeChart.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: TradeChart
-Version: 2.2.0
+Version: 2.3.1
 Summary: Production-quality financial chart generator — candlestick, line, area, OHLC, Heikin-Ashi, performance heatmaps, and sector group charts.
 Author-email: "TRADELY.DEV" <dev@tradely.dev>
 License: Apache-2.0
@@ -45,7 +45,7 @@ Requires-Dist: build>=1.0; extra == "dev"
 Requires-Dist: twine>=5.0; extra == "dev"
 Dynamic: license-file
 
-# TradeChart — Library Edition v2.2.0
+# TradeChart — Library Edition v2.3.1
 
 **Python → Financial Charts**  
 Generate production-quality candlestick, line, area, OHLC, Heikin-Ashi, and performance heatmap charts from code.  
@@ -116,11 +116,20 @@ Any valid `SECTOR_GROUPS` key (`"mag7"`, `"tech"`, `"finance"`, `"energy"`, …)
 
 ### How it works
 
-Once a store path is configured, every call to `chart()`, `data()`, `export()`, `compare()`, or `heatmap()` checks the disk store before touching the network:
+Once a store path is configured, every call to `chart()`, `data()`, `export()`, `compare()`, or `heatmap()` uses a three-level lookup before touching the network:
 
 1. **In-memory cache** — sub-millisecond, TTL-based (existing behaviour).
-2. **Disk store** — CSV file per `(ticker, duration)` pair, persists across sessions.
-3. **Live provider chain** — yfinance → TradingView → Stooq. On success the result is written to disk automatically.
+2. **Disk store (fresh)** — if the stored file is younger than the bar-resolution threshold, it is served as-is. No network call.
+3. **Disk store (stale) + live fetch** — if the stored file is older than the threshold, the library fetches the current window from a live provider to get the missing bars, then **merges** those new rows on top of the stored history. Historical bars are never discarded or re-requested. The merged result is written back to disk and served.
+
+The staleness threshold matches the resolution of the data so charts are never more than one bar behind:
+
+| Duration | Bar resolution | Refreshes after |
+|---|---|---|
+| `"1d"`, `"5d"` | 5 / 15-min bars | 4 hours |
+| `"1mo"`, `"3mo"`, `"6mo"` | Daily bars | 24 hours |
+| `"1y"`, `"2y"`, `"5y"` | Weekly bars | 7 days |
+| `"10y"`, `"max"` | Monthly bars | 30 days |
 
 ```python
 tc.store("/data/myproject")
@@ -129,7 +138,10 @@ tc.store("AAPL", "MSFT", "mag7", "3mo")   # fetch once, write to disk
 # Later — same session or a completely new one:
 tc.chart("AAPL", "3mo")                   # served from disk, no network call
 tc.data("MSFT", "3mo")                    # same
-tc.heatmap(tc.SECTOR_GROUPS["mag7"], "3mo") # same
+
+# After 24 hours (daily bars): only the new day's bar is fetched and merged
+# in — the months of stored history are kept and reused as-is
+tc.chart("AAPL", "3mo")                   # delta fetch + merge, then cached
 ```
 
 ### Clearing stored data
@@ -438,8 +450,8 @@ tc.config(
 | `theme` | `str` | `"dark"` | `"dark"`, `"light"`, `"classic"` | Chart colour theme. See [Themes](#themes). |
 | `watermark` | `bool` | `True` | `True`, `False` | Show or hide the TRADELY logo in the bottom-left corner of charts. |
 | `overwrite` | `bool` | `False` | `True`, `False` | `False` — append `_1`, `_2`, … to the filename if it already exists. `True` — overwrite the existing file silently. |
-| `dpi` | `int` | `150` | `50`–`600` | Output resolution in dots per inch. Higher values produce larger, sharper files. |
-| `fig_size` | `tuple[int, int]` | `(14, 7)` | Any valid `(width, height)` in inches | Matplotlib figure size. Increase for wide monitors or presentations. |
+| `dpi` | `int` | `100` | `50`–`600` | Output resolution in dots per inch. Higher values produce larger, sharper files. |
+| `fig_size` | `tuple[int, int]` | `(12, 6)` | Any valid `(width, height)` in inches | Matplotlib figure size. Increase for wide monitors or presentations. |
 | `cache_ttl` | `int` | `300` | Any positive integer (seconds) | How long fetched data is kept in memory. `0` effectively disables caching. |
 
 ---
@@ -557,7 +569,7 @@ TradeChart tries providers in priority order and falls back automatically on fai
 
 | Priority | Provider | Requires | Notes |
 |---|---|---|---|
-| 0 | **Disk store** | `tc.store(path)` called once | Fastest — served from local CSV, no network. Persists across sessions. |
+| 0 | **Disk store** | `tc.store(path)` called once | Served from local CSV when fresh. When stale, only the missing bars are fetched from a live provider and merged on top — historical rows are never re-requested. |
 | 1 | **yfinance** | Included by default | Primary live source. Covers stocks, ETFs, indices, crypto, forex. |
 | 2 | **TradingView** | `pip install TradeChart[tradingview]` | Tried if yfinance returns empty or fails. Attempts multiple exchanges automatically (`NASDAQ`, `NYSE`, `AMEX`, `CRYPTO`, `FX`). |
 | 3 | **Stooq** | Nothing — free CSV endpoint | Final fallback. No API key required. Duration mapped to a rolling date range. |
@@ -569,7 +581,7 @@ If all live providers fail and no disk data exists, a `DataFetchError` is raised
 ## Notes
 
 **Persistent disk store**  
-When `tc.store()` is configured, every successful live fetch is written to `tradechart_FetchData/` as a CSV file. Subsequent fetches — even in a new Python session — read from disk rather than the network. Use `tc.clear_cache(disk=True)` to wipe stored files and force a fresh fetch from providers.
+When `tc.store()` is configured, every successful live fetch is written to `tradechart_FetchData/` as a CSV file. On subsequent requests the library checks whether the stored data is fresh enough (based on bar resolution — 24 hours for daily bars, 4 hours for intraday, etc.). If fresh, it is served directly with no network call. If stale, only the most recent bars are fetched from a live provider and merged on top of the stored history — historical rows are never discarded or re-fetched. Use `tc.clear_cache(disk=True)` to wipe stored files and force a full re-fetch.
 
 **In-memory caching**  
 Fetched data is also cached in-memory for `cache_ttl` seconds (default 300 s / 5 minutes). All subsequent calls with the same ticker and duration within that window are served from the memory cache. Call `tc.clear_cache()` to force re-evaluation (disk store is still checked before going to the network). Set `tc.config(cache_ttl=0)` to disable the memory cache entirely.
@@ -590,7 +602,7 @@ The `"heikin_ashi"` chart type converts standard OHLC data to Heikin-Ashi candle
 When `mplfinance` is installed (`pip install TradeChart[mplfinance]`), candlestick and Heikin-Ashi charts use it for higher-quality rendering. Otherwise a pure-matplotlib fallback is used automatically — no configuration required.
 
 **Output resolution**  
-Default DPI is 150, producing a ~2100 × 1050 px image at the default figure size. Increase with `tc.config(dpi=300)` for print-quality output.
+Default DPI is 100, producing a ~1200 × 600 px image at the default figure size — well under 300 KB for all supported formats. Increase with `tc.config(dpi=200)` for sharper output, or `tc.config(dpi=300)` for print quality.
 
 ---
 

{tradechart-2.2.0 → tradechart-2.3.1}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "TradeChart"
-version = "2.2.0"
+version = "2.3.1"
 description = "Production-quality financial chart generator — candlestick, line, area, OHLC, Heikin-Ashi, performance heatmaps, and sector group charts."
 readme = "README.md"
 license = {text = "Apache-2.0"}

{tradechart-2.2.0 → tradechart-2.3.1}/tradechart/__init__.py

@@ -87,7 +87,7 @@ from tradechart.utils.exceptions import (
 )
 from tradechart.utils.validation import VALID_DURATIONS
 
-__version__ = "2.2.0"
+__version__ = "2.3.1"
 __all__ = [
     "terminal", "theme", "watermark", "config",
     "chart", "compare", "heatmap", "data", "export", "clear_cache",

{tradechart-2.2.0 → tradechart-2.3.1}/tradechart/charts/heatmap.py

@@ -345,8 +345,15 @@ class HeatmapRenderer:
             stamp_logo(fig, provider=provider)
 
         out_file = output_path.with_suffix(f".{fmt}")
-        fig.savefig(out_file, dpi=settings.dpi,
-                    facecolor=fig.get_facecolor(), bbox_inches="tight")
+        pil_kwargs: dict = {}
+        if fmt == "png":
+            pil_kwargs = {"compress_level": 6, "optimize": True}
+        elif fmt in ("jpg", "jpeg", "webp"):
+            pil_kwargs = {"quality": 82, "optimize": True}
+        save_kwargs: dict = {"dpi": settings.dpi, "facecolor": fig.get_facecolor(), "bbox_inches": "tight"}
+        if pil_kwargs:
+            save_kwargs["pil_kwargs"] = pil_kwargs
+        fig.savefig(out_file, **save_kwargs)
         plt.close(fig)
         log.detail("Saved heatmap → %s", out_file)
         return out_file

{tradechart-2.2.0 → tradechart-2.3.1}/tradechart/charts/renderer.py

@@ -131,9 +131,9 @@ class ChartRenderer:
 
         # Wicks — two batch vlines calls instead of N individual plot() calls
         ax_price.vlines(x_arr[up_mask],   lows[up_mask],   highs[up_mask],
-                        colors=theme.up_color,   linewidth=0.6)
+                        colors=theme.up_color,   linewidth=0.5)
         ax_price.vlines(x_arr[~up_mask],  lows[~up_mask],  highs[~up_mask],
-                        colors=theme.down_color, linewidth=0.6)
+                        colors=theme.down_color, linewidth=0.5)
 
         # Bodies — two batch bar calls instead of N individual bar() calls
         body_w = max(0.4, min(0.8, 60 / max(len(df), 1)))
@@ -186,8 +186,7 @@ class ChartRenderer:
             stamp_logo(fig, provider=meta.provider)
 
         out_file = out.with_suffix(f".{fmt}")
-        fig.savefig(out_file, dpi=get_settings().dpi,
-                    facecolor=fig.get_facecolor(), bbox_inches="tight")
+        self._savefig(fig, out_file, fmt, get_settings().dpi)
         plt.close(fig)
         log.detail("Saved candlestick chart → %s", out_file)
         return out_file
@@ -255,8 +254,7 @@ class ChartRenderer:
             stamp_logo(fig, provider=meta.provider)
 
         out_file = out.with_suffix(f".{fmt}")
-        fig.savefig(str(out_file), dpi=settings.dpi,
-                    bbox_inches="tight", facecolor=fig.get_facecolor())
+        self._savefig(fig, out_file, fmt, settings.dpi)
         plt.close(fig)
         get_logger().detail("Saved mplfinance chart → %s", out_file)
         return out_file
@@ -321,8 +319,7 @@ class ChartRenderer:
             stamp_logo(fig, provider=meta.provider)
 
         out_file = out.with_suffix(f".{fmt}")
-        fig.savefig(out_file, dpi=settings.dpi,
-                    facecolor=fig.get_facecolor(), bbox_inches="tight")
+        self._savefig(fig, out_file, fmt, settings.dpi)
         plt.close(fig)
         get_logger().detail("Saved OHLC chart → %s", out_file)
         return out_file
@@ -352,8 +349,7 @@ class ChartRenderer:
             stamp_logo(fig, provider=meta.provider)
 
         out_file = out.with_suffix(f".{fmt}")
-        fig.savefig(out_file, dpi=settings.dpi,
-                    facecolor=fig.get_facecolor(), bbox_inches="tight")
+        self._savefig(fig, out_file, fmt, settings.dpi)
         plt.close(fig)
         get_logger().detail("Saved line chart → %s", out_file)
         return out_file
@@ -384,8 +380,7 @@ class ChartRenderer:
             stamp_logo(fig, provider=meta.provider)
 
         out_file = out.with_suffix(f".{fmt}")
-        fig.savefig(out_file, dpi=settings.dpi,
-                    facecolor=fig.get_facecolor(), bbox_inches="tight")
+        self._savefig(fig, out_file, fmt, settings.dpi)
         plt.close(fig)
         get_logger().detail("Saved area chart → %s", out_file)
         return out_file
@@ -439,6 +434,19 @@ class ChartRenderer:
             for spine in ax.spines.values():
                 spine.set_visible(False)
 
+    @staticmethod
+    def _savefig(fig: plt.Figure, out_file: Path, fmt: str, dpi: int) -> None:
+        """Save *fig* with format-specific compression to keep file sizes small."""
+        pil_kwargs: dict = {}
+        if fmt == "png":
+            pil_kwargs = {"compress_level": 6, "optimize": True}
+        elif fmt in ("jpg", "jpeg", "webp"):
+            pil_kwargs = {"quality": 82, "optimize": True}
+        kwargs: dict = {"dpi": dpi, "facecolor": fig.get_facecolor(), "bbox_inches": "tight"}
+        if pil_kwargs:
+            kwargs["pil_kwargs"] = pil_kwargs
+        fig.savefig(out_file, **kwargs)
+
     @staticmethod
     def _set_date_labels(ax: plt.Axes, df: pd.DataFrame, theme: Theme) -> None:
         n = len(df)

{tradechart-2.2.0 → tradechart-2.3.1}/tradechart/config/settings.py

@@ -32,9 +32,9 @@ class Settings:
                     inst._theme: ThemeName = "dark"
                     inst._watermark_enabled: bool = True
                     inst._overwrite: bool = False
-                    inst._dpi: int = 150
-                    inst._fig_width: int = 14
-                    inst._fig_height: int = 7
+                    inst._dpi: int = 100
+                    inst._fig_width: int = 12
+                    inst._fig_height: int = 6
                     inst._cache_ttl: int = 300
                     inst._disk_store: DiskStore | None = None
                     cls._instance = inst

{tradechart-2.2.0 → tradechart-2.3.1}/tradechart/data/fetcher.py

@@ -5,6 +5,8 @@ from __future__ import annotations
 import time
 from typing import Sequence
 
+import pandas as pd
+
 from tradechart.config.logger import get_logger
 from tradechart.config.settings import get_settings
 from tradechart.data.models import MarketData
@@ -12,6 +14,19 @@ from tradechart.data.provider_base import BaseProvider
 from tradechart.utils.exceptions import DataFetchError
 
 
+def _merge(stored: pd.DataFrame, fresh: pd.DataFrame) -> pd.DataFrame:
+    """Merge stored history with freshly-fetched rows.
+
+    Historical rows from *stored* are preserved as-is.  Any row whose
+    timestamp also appears in *fresh* is overwritten by the fresh value
+    (handles end-of-day corrections / partial bars).  Rows that exist only
+    in *fresh* (new bars) are appended.  The result is sorted by date.
+    """
+    combined = pd.concat([stored, fresh])
+    combined = combined[~combined.index.duplicated(keep="last")]
+    return combined.sort_index()
+
+
 class _Cache:
     """Simple TTL-based in-memory cache."""
 
@@ -49,25 +64,8 @@ class DataFetcher:
         self._cache = _Cache()
         self._log = get_logger()
 
-    def fetch(self, ticker: str, duration: str) -> MarketData:
-        # 1 — in-memory cache (fastest)
-        cached = self._cache.get(ticker, duration)
-        if cached is not None:
-            self._log.detail("Cache hit for %s/%s", ticker, duration)
-            self._log.summary(f"✓ Data loaded from cache ({cached.provider})")
-            return cached
-
-        # 2 — persistent disk store (avoids network for already-fetched data)
-        disk_store = get_settings().disk_store
-        if disk_store is not None:
-            disk_data = disk_store.load(ticker, duration)
-            if disk_data is not None:
-                self._log.detail("Disk store hit for %s/%s", ticker, duration)
-                self._log.summary(f"✓ Data loaded from disk store ({len(disk_data.df)} rows)")
-                self._cache.put(disk_data)  # promote to memory cache
-                return disk_data
-
-        # 3 — live provider chain
+    def _fetch_live(self, ticker: str, duration: str) -> MarketData:
+        """Try each provider in order and return the first successful result."""
         errors: list[str] = []
         for provider in self._providers:
             self._log.section(f"Trying provider: {provider.name}")
@@ -79,10 +77,6 @@ class DataFetcher:
                     errors.append(msg)
                     continue
                 data.clean().downsample()
-                self._cache.put(data)
-                # 4 — persist to disk store for future sessions
-                if disk_store is not None:
-                    disk_store.save(data)
                 self._log.detail("Fetched %d rows from %s", len(data.df), provider.name)
                 self._log.summary(f"✓ Data fetched via {provider.name} ({len(data.df)} rows)")
                 return data
@@ -90,12 +84,59 @@ class DataFetcher:
                 msg = f"{provider.name} failed: {exc}"
                 self._log.detail(msg)
                 errors.append(msg)
-
         raise DataFetchError(
             f"All data providers failed for {ticker}/{duration}.\n"
             + "\n".join(f"  • {e}" for e in errors)
         )
 
+    def fetch(self, ticker: str, duration: str) -> MarketData:
+        # 1 — in-memory cache (fastest)
+        cached = self._cache.get(ticker, duration)
+        if cached is not None:
+            self._log.detail("Cache hit for %s/%s", ticker, duration)
+            self._log.summary(f"✓ Data loaded from cache ({cached.provider})")
+            return cached
+
+        disk_store = get_settings().disk_store
+
+        # 2 — persistent disk store
+        disk_data: MarketData | None = None
+        if disk_store is not None:
+            disk_data = disk_store.load(ticker, duration)
+            if disk_data is not None and not disk_store.is_stale(ticker, duration):
+                # Data is fresh — serve directly, no network call needed
+                self._log.detail("Disk store hit for %s/%s", ticker, duration)
+                self._log.summary(f"✓ Data loaded from disk store ({len(disk_data.df)} rows)")
+                self._cache.put(disk_data)
+                return disk_data
+            # disk_data may be stale (or absent) — fall through to live fetch,
+            # then merge the new rows on top of the stored history
+
+        # 3 — live provider chain (only fetches what the provider returns for
+        #     this duration, typically the most recent N bars)
+        fresh = self._fetch_live(ticker, duration)
+
+        # 4 — merge fresh rows onto stored history, then persist
+        if disk_store is not None:
+            if disk_data is not None:
+                merged_df = _merge(disk_data.df, fresh.df)
+                result = MarketData(
+                    ticker=ticker, duration=duration,
+                    provider=fresh.provider, df=merged_df,
+                )
+                self._log.detail(
+                    "Merged disk (%d rows) + live (%d rows) → %d rows",
+                    len(disk_data.df), len(fresh.df), len(merged_df),
+                )
+            else:
+                result = fresh
+            disk_store.save(result)
+            self._cache.put(result)
+            return result
+
+        self._cache.put(fresh)
+        return fresh
+
     def clear_cache(self) -> None:
         """Flush the in-memory data cache."""
         self._cache.clear()

{tradechart-2.2.0 → tradechart-2.3.1}/tradechart/data/store.py

@@ -2,12 +2,30 @@
 
 from __future__ import annotations
 
+import time
 from pathlib import Path
 
 import pandas as pd
 
 from tradechart.data.models import MarketData
 
+# Maximum age (seconds) for a stored file before it is considered stale and
+# re-fetched from a live provider.  Keyed by the user-facing duration string;
+# the value matches the bar resolution so a daily-bar file never goes more
+# than one trading day without refreshing.
+_MAX_AGE: dict[str, int] = {
+    "1d":  4  * 3_600,        # intraday (5-min bars)  → 4 hours
+    "5d":  4  * 3_600,        # intraday (15-min bars) → 4 hours
+    "1mo": 24 * 3_600,        # daily bars             → 1 day
+    "3mo": 24 * 3_600,        # daily bars             → 1 day
+    "6mo": 24 * 3_600,        # daily bars             → 1 day
+    "1y":  7  * 24 * 3_600,   # weekly bars            → 1 week
+    "2y":  7  * 24 * 3_600,
+    "5y":  7  * 24 * 3_600,
+    "10y": 30 * 24 * 3_600,   # monthly bars           → 30 days
+    "max": 30 * 24 * 3_600,
+}
+
 
 class DiskStore:
     """Saves and loads MarketData as CSV files under a dedicated folder.
@@ -52,8 +70,25 @@ class DiskStore:
         """Return True if data for this (ticker, duration) pair is on disk."""
         return self._file_path(ticker, duration).exists()
 
+    def is_stale(self, ticker: str, duration: str) -> bool:
+        """Return True if the stored file is older than the bar-resolution threshold.
+
+        A fresh file is served as-is.  A stale file still holds valid
+        historical rows — the caller should merge fresh provider data on top
+        rather than discarding it.
+        """
+        path = self._file_path(ticker, duration)
+        if not path.exists():
+            return True
+        max_age = _MAX_AGE.get(duration, 24 * 3_600)
+        return time.time() - path.stat().st_mtime > max_age
+
     def load(self, ticker: str, duration: str) -> MarketData | None:
-        """Load a previously stored dataset.  Returns *None* on any error."""
+        """Load a previously stored dataset regardless of age.
+
+        Returns *None* only if the file is missing or unreadable.  Staleness
+        is a separate concern handled by :meth:`is_stale`.
+        """
         path = self._file_path(ticker, duration)
         if not path.exists():
             return None

{tradechart-2.2.0 → tradechart-2.3.1}/tradechart_examples/discord_demo_bot/discord_bot.py

@@ -100,6 +100,7 @@ MAX_QUEUE_SIZE = max(1, int(os.getenv("MAX_QUEUE_SIZE", "20")))
 tc.theme(os.getenv("THEME", "dark"))
 tc.terminal(os.getenv("TERMINAL", "none"))
 tc.watermark(os.getenv("WATERMARK", "True").lower() == "true")
+tc.store(DATA_DIR)  # persist fetched data to TradeChartBot_Data/tradechart_FetchData/
 
 # ============================================================
 # BUILT-IN SECTOR GROUPS (mirroring tc.SECTOR_GROUPS)
@@ -565,7 +566,8 @@ async def cmd_heatmap(
 # ============================================================
 
 @client.tree.command(name="clearcache", description="MOD ONLY: Clear the chart data cache")
-async def cmd_clearcache(interaction: discord.Interaction) -> None:
+@app_commands.describe(disk="Also wipe the persistent disk store and force a full re-fetch (default: False)")
+async def cmd_clearcache(interaction: discord.Interaction, disk: bool = False) -> None:
     if interaction.guild is None:
         await interaction.response.send_message("This bot only works in servers.", ephemeral=True)
         return
@@ -574,8 +576,9 @@ async def cmd_clearcache(interaction: discord.Interaction) -> None:
         await interaction.response.send_message("Only mods can clear the cache.", ephemeral=True)
         return
 
-    tc.clear_cache()
-    await interaction.response.send_message(EMOJI_GREEN + " Cache cleared.", ephemeral=True)
+    tc.clear_cache(disk=disk)
+    label = EMOJI_GREEN + " Cache cleared (memory + disk store)." if disk else EMOJI_GREEN + " Memory cache cleared."
+    await interaction.response.send_message(label, ephemeral=True)
 
 
 # ============================================================
@@ -929,8 +932,12 @@ async def cmd_help(interaction: discord.Interaction) -> None:
         inline=False,
     )
     embed.add_field(
-        name="/clearcache  (mod only)",
-        value="Clear cached chart data to force a fresh fetch.",
+        name="/clearcache [disk]  (mod only)",
+        value=(
+            "Clear cached chart data. Without `disk:True` only the in-memory cache is cleared "
+            "and stored data on disk is still reused. Use `disk:True` to wipe the disk store "
+            "and force a full re-fetch from the network."
+        ),
         inline=False,
     )
     embed.add_field(