jquantstats 0.9.2__tar.gz → 0.9.3__tar.gz

jquantstats-0.9.3/.rhiza/completions/README.md

@@ -0,0 +1,263 @@
+# Shell Completion for Rhiza Make Targets
+
+This directory contains shell completion scripts for Bash and Zsh that provide tab-completion for make targets in Rhiza-based projects.
+
+## Features
+
+- ✅ Tab-complete all available make targets
+- ✅ Show target descriptions in Zsh
+- ✅ Complete common make variables (DRY_RUN, BUMP, ENV, etc.)
+- ✅ Works with any Rhiza-based project
+- ✅ Auto-discovers targets from Makefile and included .mk files
+
+## Installation
+
+### Bash
+
+#### Method 1: Source in your shell config
+
+Add to your `~/.bashrc` or `~/.bash_profile`:
+
+```bash
+# Rhiza make completion
+if [ -f /path/to/project/.rhiza/completions/rhiza-completion.bash ]; then
+    source /path/to/project/.rhiza/completions/rhiza-completion.bash
+fi
+```
+
+Replace `/path/to/project` with the actual path to your Rhiza project.
+
+#### Method 2: System-wide installation
+
+```bash
+# Copy to bash completion directory
+sudo cp .rhiza/completions/rhiza-completion.bash /etc/bash_completion.d/rhiza
+
+# Reload completions
+source /etc/bash_completion.d/rhiza
+```
+
+#### Method 3: User-local installation
+
+```bash
+# Create local completion directory
+mkdir -p ~/.local/share/bash-completion/completions
+
+# Copy completion script
+cp .rhiza/completions/rhiza-completion.bash ~/.local/share/bash-completion/completions/make
+
+# Reload bash
+source ~/.bashrc
+```
+
+### Zsh
+
+#### Method 1: User-local installation (Recommended)
+
+```bash
+# Create completion directory
+mkdir -p ~/.zsh/completion
+
+# Copy completion script
+cp .rhiza/completions/rhiza-completion.zsh ~/.zsh/completion/_make
+
+# Add to ~/.zshrc (if not already present)
+echo 'fpath=(~/.zsh/completion $fpath)' >> ~/.zshrc
+echo 'autoload -U compinit && compinit' >> ~/.zshrc
+
+# Reload zsh
+source ~/.zshrc
+```
+
+#### Method 2: Source directly
+
+Add to your `~/.zshrc`:
+
+```zsh
+# Rhiza make completion
+if [ -f /path/to/project/.rhiza/completions/rhiza-completion.zsh ]; then
+    source /path/to/project/.rhiza/completions/rhiza-completion.zsh
+fi
+```
+
+#### Method 3: System-wide installation
+
+```bash
+# Copy to system completion directory
+sudo cp .rhiza/completions/rhiza-completion.zsh /usr/local/share/zsh/site-functions/_make
+
+# Reload zsh
+exec zsh
+```
+
+## Usage
+
+Once installed, you can tab-complete make targets:
+
+```bash
+# Tab-complete targets
+make <TAB>
+
+# Complete with prefix
+make te<TAB>  # Expands to: make test
+
+# Complete variables
+make BUMP=<TAB>  # Shows: patch, minor, major
+
+# Works with any target
+make doc<TAB>  # Shows: docs, docker-build, docker-run, etc.
+```
+
+### Zsh Benefits
+
+In Zsh, you'll also see descriptions for targets:
+
+```bash
+make <TAB>
+# Shows:
+# test        -- run all tests
+# fmt         -- check the pre-commit hooks and the linting
+# install     -- install
+# book        -- build documentation site via zensical
+# ...
+```
+
+## Common Variables
+
+The completion scripts understand these common variables:
+
+| Variable | Values | Description |
+|----------|--------|-------------|
+| `DRY_RUN` | `1` | Preview mode without making changes |
+| `BUMP` | `patch`, `minor`, `major` | Version bump type |
+| `ENV` | `dev`, `staging`, `prod` | Target environment |
+| `COVERAGE_FAIL_UNDER` | (number) | Minimum coverage threshold |
+| `PYTHON_VERSION` | (version) | Override Python version |
+
+Example usage:
+
+```bash
+# Tab-complete after typing DRY_
+make DRY_<TAB>     # Expands to: make DRY_RUN=1
+
+# Tab-complete variable values
+make BUMP=<TAB>    # Shows: patch minor major
+
+# Combine with targets
+make bump BUMP=<TAB>
+```
+
+## Troubleshooting
+
+### Bash: Completions not working
+
+1. Check if bash-completion is installed:
+   ```bash
+   # Debian/Ubuntu
+   sudo apt-get install bash-completion
+   
+   # macOS
+   brew install bash-completion@2
+   ```
+
+2. Ensure completion is enabled in your shell:
+   ```bash
+   # Add to ~/.bashrc if not present
+   if [ -f /etc/bash_completion ]; then
+       . /etc/bash_completion
+   fi
+   ```
+
+3. Reload your shell configuration:
+   ```bash
+   source ~/.bashrc
+   ```
+
+### Zsh: Completions not working
+
+1. Check if compinit is called in your `~/.zshrc`:
+   ```zsh
+   autoload -U compinit && compinit
+   ```
+
+2. Clear the completion cache:
+   ```bash
+   rm -f ~/.zcompdump
+   compinit
+   ```
+
+3. Ensure the script is in your fpath:
+   ```zsh
+   echo $fpath
+   ```
+
+4. Reload your shell configuration:
+   ```zsh
+   source ~/.zshrc
+   ```
+
+### No targets appearing
+
+1. Ensure you're in a directory with a Makefile:
+   ```bash
+   ls -la Makefile
+   ```
+
+2. Test that make can parse the Makefile:
+   ```bash
+   make -qp 2>/dev/null | head
+   ```
+
+3. Manually source the completion script to test:
+   ```bash
+   # Bash
+   source .rhiza/completions/rhiza-completion.bash
+   
+   # Zsh
+   source .rhiza/completions/rhiza-completion.zsh
+   ```
+
+## Optional Aliases
+
+You can add shortcuts in your shell config:
+
+```bash
+# Add to ~/.bashrc or ~/.zshrc
+alias m='make'
+
+# For bash:
+complete -F _rhiza_make_completion m
+
+# For zsh:
+compdef _rhiza_make m
+```
+
+Then use:
+```bash
+m te<TAB>  # Expands to: m test
+```
+
+## Technical Details
+
+### How it works
+
+1. **Target Discovery**: Parses `make -qp` output to find all targets
+2. **Description Extraction**: Looks for `##` comments after target names
+3. **Variable Detection**: Includes common Makefile variables
+4. **Dynamic Completion**: Regenerates list each time you tab
+
+### Performance
+
+- Completions are generated on-demand (when you press Tab)
+- For large Makefiles (100+ targets), there may be a small delay
+- Results are not cached to ensure targets are always current
+
+## See Also
+
+- [Tools Reference](../../docs/reference/TOOLS_REFERENCE.md) - Complete command reference
+- [Quick Reference](../../docs/guides/QUICK_REFERENCE.md) - Quick command reference
+- [Extending Rhiza](../../docs/guides/EXTENDING_RHIZA.md) - How to add custom targets
+
+---
+
+*Last updated: 2026-02-15*

{jquantstats-0.9.2 → jquantstats-0.9.3}/PKG-INFO

@@ -1,14 +1,16 @@
 Metadata-Version: 2.4
 Name: jquantstats
-Version: 0.9.2
+Version: 0.9.3
 Summary: Analytics for quants
-Project-URL: repository, https://github.com/jebel-quant/jquantstats
+Project-URL: Homepage, https://github.com/jebel-quant/jquantstats
+Project-URL: Repository, https://github.com/jebel-quant/jquantstats
 Author-email: tschm <thomas.schmelzer@gmail.com>
 License-Expression: MIT
 License-File: LICENSE
 Classifier: Development Status :: 5 - Production/Stable
 Classifier: Intended Audience :: Financial and Insurance Industry
 Classifier: Intended Audience :: Science/Research
+Classifier: License :: OSI Approved :: MIT License
 Classifier: Programming Language :: Python :: 3 :: Only
 Classifier: Programming Language :: Python :: 3.11
 Classifier: Programming Language :: Python :: 3.12
@@ -20,7 +22,7 @@ Requires-Dist: jinja2>=3.1.0
 Requires-Dist: narwhals>=2.0.0
 Requires-Dist: numpy>=2.0.0
 Requires-Dist: plotly>=6.0.0
-Requires-Dist: polars>=1.18.0
+Requires-Dist: polars>=1.35.2
 Requires-Dist: scipy>=1.14.1
 Provides-Extra: plot
 Requires-Dist: kaleido==1.3.0; extra == 'plot'

{jquantstats-0.9.2 → jquantstats-0.9.3}/pyproject.toml

@@ -1,7 +1,7 @@
 # Main project metadata
 [project]
 name = 'jquantstats'
-version = "0.9.2"
+version = "0.9.3"
 description = "Analytics for quants"
 authors = [{name='tschm', email= 'thomas.schmelzer@gmail.com'}]
 readme = "README.md"
@@ -11,7 +11,7 @@ dependencies = [
     "narwhals>=2.0.0",
     "numpy>=2.0.0",
     "plotly>=6.0.0",
-    "polars>=1.18.0",
+    "polars>=1.35.2",
     "scipy>=1.14.1"
 ]
 license = "MIT"
@@ -26,11 +26,13 @@ classifiers = [
   "Programming Language :: Python :: 3.11",
   "Programming Language :: Python :: 3.12",
   "Programming Language :: Python :: 3.13",
+  "License :: OSI Approved :: MIT License",
 ]
 
 # Project URLs for documentation and reference
 [project.urls]
-repository = "https://github.com/jebel-quant/jquantstats"
+Homepage = "https://github.com/jebel-quant/jquantstats"
+Repository = "https://github.com/jebel-quant/jquantstats"
 
 # Optional dependencies that can be installed with extras (e.g., pip install jquantstats[plot])
 [project.optional-dependencies]
@@ -45,12 +47,29 @@ web = [
 dev = [
     "pandas>=2.2.3",       # required by quantstats (comparison tests only — not a runtime dependency)
     "pyarrow>=22.0.0",
-    "yfinance==1.3.0",
-    "ipython==9.13.0",
+    "yfinance==1.4.1",
+    "ipython==9.14.0",
     "quantstats==0.0.81",  # reference implementation used in test_quantstats.py for metric validation
     "httpx>=0.28.1",
     "marimo>=0.23.6",
 ]
+test = [
+    "pytest>=8.0",
+    "pytest-cov>=6.0",
+    "pytest-html>=4.0",
+    "pytest-mock>=3.0",
+    "pytest-xdist>=3.0",
+    "pytest-timeout>=2.0",
+    "pytest-benchmark>=5.2.3",
+    "hypothesis>=6.150.0",
+    "syrupy>=4.9.1",
+    "pygal>=3.1.0",
+    "python-dotenv>=1.0",
+]
+lint = [
+    "pre-commit>=4.0",
+    "ty>=0.0.30",
+]
 
 
 # Build system configuration

{jquantstats-0.9.2 → jquantstats-0.9.3}/src/jquantstats/portfolio.py

@@ -522,7 +522,7 @@ class Portfolio(
         """
         if self._stats_cache is None:
             object.__setattr__(self, "_stats_cache", self.data.stats)
-        return self._stats_cache  # type: ignore[return-value]
+        return cast("Stats", self._stats_cache)
 
     @property
     def plots(self) -> PortfolioPlots:
@@ -539,7 +539,7 @@ class Portfolio(
         """
         if self._plots_cache is None:
             object.__setattr__(self, "_plots_cache", PortfolioPlots(self))
-        return self._plots_cache  # type: ignore[return-value]
+        return cast(PortfolioPlots, self._plots_cache)
 
     @property
     def report(self) -> Report:
@@ -556,7 +556,7 @@ class Portfolio(
         """
         if self._report_cache is None:
             object.__setattr__(self, "_report_cache", Report(self))
-        return self._report_cache  # type: ignore[return-value]
+        return cast(Report, self._report_cache)
 
     @property
     def utils(self) -> "PortfolioUtils":
@@ -576,7 +576,7 @@ class Portfolio(
             from ._utils import PortfolioUtils
 
             object.__setattr__(self, "_utils_cache", PortfolioUtils(self))
-        return self._utils_cache  # type: ignore[return-value]
+        return cast("PortfolioUtils", self._utils_cache)
 
     # ── Portfolio transforms ───────────────────────────────────────────────────