pdmt5 0.1.9__tar.gz → 0.2.1__tar.gz

{pdmt5-0.1.9 → pdmt5-0.2.1}/.github/dependabot.yml

@@ -5,9 +5,13 @@ updates:
     directory: /
     schedule:
       interval: daily
+    cooldown:
+      default-days: 7
     open-pull-requests-limit: 10
   - package-ecosystem: pip
     directory: /
     schedule:
       interval: daily
+    cooldown:
+      default-days: 7
     open-pull-requests-limit: 10

{pdmt5-0.1.9 → pdmt5-0.2.1/.github}/renovate.json

@@ -1,8 +1,7 @@
 {
   "$schema": "https://docs.renovatebot.com/renovate-schema.json",
-  "extends": [
-    "config:recommended"
-  ],
+  "extends": ["config:recommended"],
+  "minimumReleaseAge": "7 days",
   "packageRules": [
     {
       "description": "Automatically merge minor and patch-level updates",

{pdmt5-0.1.9 → pdmt5-0.2.1}/.github/workflows/ci.yml

@@ -27,41 +27,23 @@ jobs:
       github.event_name == 'push'
       || github.event_name == 'pull_request'
       || (github.event_name == 'workflow_dispatch' && inputs.workflow == 'lint-and-test')
+    permissions:
+      contents: read
     uses: dceoy/gh-actions-for-devops/.github/workflows/python-package-lint-and-scan.yml@main
     with:
       package-path: .
-      python-version: 3.x
       runs-on: windows-latest
   python-test:
     if: >
       github.event_name == 'push'
       || github.event_name == 'pull_request'
       || (github.event_name == 'workflow_dispatch' && inputs.workflow == 'lint-and-test')
-    runs-on: windows-latest
-    steps:
-      - name: Checkout repository
-        uses: actions/checkout@11bd71901bbe5b1630ceea73d27597364c9af683  # v4.2.2
-      - name: Set up uv
-        uses: astral-sh/setup-uv@e92bafb6253dcd438e0484186d7669ea7a8ca1cc  # v6.4.3
-      - name: Install the package
-        run: >
-          uv sync
-      - name: Run unit tests with pytest
-        run: >
-          uv run pytest
-  dependabot-auto-merge:
-    if: >
-      github.event_name == 'pull_request' && github.actor == 'dependabot[bot]'
-    needs:
-      - python-lint-and-scan
-      - python-test
-    uses: dceoy/gh-actions-for-devops/.github/workflows/dependabot-auto-merge.yml@main
     permissions:
-      contents: write
-      pull-requests: write
-      actions: read
+      contents: read
+    uses: dceoy/gh-actions-for-devops/.github/workflows/python-package-test.yml@main
     with:
-      unconditional: true
+      package-path: .
+      runs-on: windows-latest
   python-package-release:
     if: >
       github.event_name == 'push'
@@ -69,14 +51,26 @@ jobs:
         github.event_name == 'workflow_dispatch'
         && (inputs.workflow == 'release' || inputs.workflow == 'lint-and-test')
       )
-    uses: dceoy/gh-actions-for-devops/.github/workflows/python-package-release-on-pypi-and-github.yml@main
     permissions:
       contents: write
       id-token: write
+    uses: dceoy/gh-actions-for-devops/.github/workflows/python-package-release-on-pypi-and-github.yml@main
     with:
       package-path: .
       create-releases: ${{ github.event_name == 'workflow_dispatch' && inputs.workflow == 'release' }}
-      python-version: 3.x
     secrets:
       PYPI_API_TOKEN: ${{ secrets.PYPI_API_TOKEN }}
       GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+  dependabot-auto-merge:
+    if: >
+      github.event_name == 'pull_request' && github.actor == 'dependabot[bot]'
+    needs:
+      - python-lint-and-scan
+      - python-test
+    uses: dceoy/gh-actions-for-devops/.github/workflows/dependabot-auto-merge.yml@main
+    permissions:
+      contents: write
+      pull-requests: write
+      actions: read
+    with:
+      unconditional: true

{pdmt5-0.1.9 → pdmt5-0.2.1}/.gitignore

@@ -205,3 +205,6 @@ cython_debug/
 marimo/_static/
 marimo/_lsp/
 __marimo__/
+
+# Serena MCP
+.serena/

pdmt5-0.1.9/CLAUDE.md → pdmt5-0.2.1/AGENTS.md

@@ -1,6 +1,4 @@
-# CLAUDE.md
-
-This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
+# Repository Guidelines
 
 ## Commands
 
@@ -111,29 +109,14 @@ Uses MkDocs with Material theme for API documentation built from Google-style do
 3. Build: `uv run mkdocs build`
 4. Deploy: `uv run mkdocs gh-deploy`
 
-## Web Search Instructions
-
-For tasks requiring web search, always use Gemini CLI (`gemini` command) instead of the built-in web search tools (WebFetch and WebSearch).
-Gemini CLI is an AI workflow tool that provides reliable web search capabilities.
-
-### Usage
-
-```sh
-# Basic search query
-gemini --sandbox --prompt "WebSearch: <query>"
-
-# Example: Search for latest news
-gemini --sandbox --prompt "WebSearch: What are the latest developments in AI?"
-```
-
-### Policy
-
-When users request information that requires web search:
-
-1. Use `gemini --sandbox --prompt` command via terminal
-2. Parse and present the Gemini response appropriately
+## Serena MCP Usage (Prioritize When Available)
 
-This ensures consistent and reliable web search results through the Gemini API.
+- **If Serena MCP is available, use it first.** Treat Serena MCP tools as the primary interface over local commands or ad-hoc scripts.
+- **Glance at the Serena MCP docs/help before calling a tool** to confirm tool names, required args, and limits.
+- **Use the MCP-exposed tools for supported actions** (e.g., reading/writing files, running tasks, fetching data) instead of re-implementing workflows.
+- **Never hardcode secrets.** Reference environment variables or the MCP’s configured credential store; avoid printing tokens or sensitive paths.
+- **If Serena MCP isn’t enabled or lacks a needed capability, say so and propose a safe fallback.** Mention enabling it via `.mcp.json` when relevant.
+- **Be explicit and reproducible.** Name the exact MCP tool and arguments you intend to use in your steps.
 
 ## Code Design Principles
 

pdmt5-0.2.1/CLAUDE.md

@@ -0,0 +1 @@
+AGENTS.md

{pdmt5-0.1.9 → pdmt5-0.2.1}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: pdmt5
-Version: 0.1.9
+Version: 0.2.1
 Summary: Pandas-based data handler for MetaTrader 5
 Project-URL: Repository, https://github.com/dceoy/pdmt5.git
 Author-email: dceoy <dceoy@users.noreply.github.com>
@@ -15,7 +15,7 @@ Classifier: Operating System :: Microsoft :: Windows
 Classifier: Programming Language :: Python
 Classifier: Programming Language :: Python :: 3
 Classifier: Topic :: Office/Business :: Financial :: Investment
-Requires-Python: >=3.11
+Requires-Python: <3.14,>=3.11
 Requires-Dist: metatrader5>=5.0.4424; sys_platform == 'win32'
 Requires-Dist: pandas>=2.2.2
 Requires-Dist: pydantic>=2.9.0
@@ -56,8 +56,7 @@ Pandas-based data handler for MetaTrader 5
 ### Using pip
 
 ```bash
-pip install -U pdmt5
-pip install -U MetaTrader5
+pip install -U pdmt5 MetaTrader5
 ```
 
 ### Using uv

{pdmt5-0.1.9 → pdmt5-0.2.1}/README.md

@@ -33,8 +33,7 @@ Pandas-based data handler for MetaTrader 5
 ### Using pip
 
 ```bash
-pip install -U pdmt5
-pip install -U MetaTrader5
+pip install -U pdmt5 MetaTrader5
 ```
 
 ### Using uv

{pdmt5-0.1.9 → pdmt5-0.2.1}/pdmt5/trading.py

@@ -131,6 +131,7 @@ class Mt5TradingClient(Mt5DataClient):
         self,
         symbol: str | None = None,
         order_filling_mode: Literal["IOC", "FOK", "RETURN"] = "IOC",
+        raise_on_error: bool = False,
         dry_run: bool = False,
         **kwargs: Any,  # noqa: ANN401
     ) -> list[dict[str, Any]]:
@@ -139,6 +140,7 @@ class Mt5TradingClient(Mt5DataClient):
         Args:
             symbol: Optional symbol filter.
             order_filling_mode: Order filling mode, either "IOC", "FOK", or "RETURN".
+            raise_on_error: If True, raise an exception on error.
             dry_run: If True, only check the order without sending it.
             **kwargs: Additional keyword arguments for request parameters.
 
@@ -170,6 +172,7 @@ class Mt5TradingClient(Mt5DataClient):
                         "position": p["ticket"],
                         **kwargs,
                     },
+                    raise_on_error=raise_on_error,
                     dry_run=dry_run,
                 )
                 for p in positions_dict
@@ -225,6 +228,7 @@ class Mt5TradingClient(Mt5DataClient):
         order_side: Literal["BUY", "SELL"],
         order_filling_mode: Literal["IOC", "FOK", "RETURN"] = "IOC",
         order_time_mode: Literal["GTC", "DAY", "SPECIFIED", "SPECIFIED_DAY"] = "GTC",
+        raise_on_error: bool = False,
         dry_run: bool = False,
         **kwargs: Any,  # noqa: ANN401
     ) -> dict[str, Any]:
@@ -237,12 +241,14 @@ class Mt5TradingClient(Mt5DataClient):
             order_filling_mode: Order filling mode, either "IOC", "FOK", or "RETURN".
             order_time_mode: Order time mode, either "GTC", "DAY", "SPECIFIED",
                 or "SPECIFIED_DAY".
+            raise_on_error: If True, raise an error on operation failure.
             dry_run: If True, only check the order without sending it.
             **kwargs: Additional keyword arguments for request parameters.
 
         Returns:
             Dictionary with operation result.
         """
+        self.logger.info("Placing market order: %s %s %s", order_side, volume, symbol)
         return self._send_or_check_order(
             request={
                 "action": self.mt5.TRADE_ACTION_DEAL,
@@ -255,6 +261,7 @@ class Mt5TradingClient(Mt5DataClient):
                 "type_time": getattr(self.mt5, f"ORDER_TIME_{order_time_mode.upper()}"),
                 **kwargs,
             },
+            raise_on_error=raise_on_error,
             dry_run=dry_run,
         )
 
@@ -264,6 +271,7 @@ class Mt5TradingClient(Mt5DataClient):
         stop_loss: float | None = None,
         take_profit: float | None = None,
         tickets: list[int] | None = None,
+        raise_on_error: bool = False,
         dry_run: bool = False,
         **kwargs: Any,  # noqa: ANN401
     ) -> list[dict[str, Any]]:
@@ -275,6 +283,7 @@ class Mt5TradingClient(Mt5DataClient):
             take_profit: New Take Profit price. If None, it will not be changed.
             tickets: List of position tickets to filter positions. If None, all open
                 positions for the symbol will be considered.
+            raise_on_error: If True, raise an error on operation failure.
             dry_run: If True, only check the order without sending it.
             **kwargs: Additional keyword arguments for request parameters.
 
@@ -315,8 +324,17 @@ class Mt5TradingClient(Mt5DataClient):
                 if sl != p["sl"] or tp != p["tp"]
             ]
             if order_requests:
+                self.logger.info(
+                    "Updating SL/TP for %d positions for %s: %s/%s",
+                    len(order_requests),
+                    symbol,
+                    sl,
+                    tp,
+                )
                 return [
-                    self._send_or_check_order(request=r, dry_run=dry_run)
+                    self._send_or_check_order(
+                        request=r, raise_on_error=raise_on_error, dry_run=dry_run
+                    )
                     for r in order_requests
                 ]
             else:
@@ -354,15 +372,22 @@ class Mt5TradingClient(Mt5DataClient):
                 else symbol_info_tick["ask"]
             ),
         )
+        result = {"volume": symbol_info["volume_min"], "margin": margin}
         if margin:
-            return {"volume": symbol_info["volume_min"], "margin": margin}
+            self.logger.info(
+                "Calculated minimum %s order margin for %s: %s",
+                order_side,
+                symbol,
+                result,
+            )
         else:
             self.logger.warning(
-                "No margin available for symbol: %s with order side: %s",
-                symbol,
+                "Calculated minimum order margin to %s %s: %s",
                 order_side,
+                symbol,
+                result,
             )
-            return {"volume": symbol_info["volume_min"], "margin": 0.0}
+        return result
 
     def calculate_volume_by_margin(
         self,
@@ -385,12 +410,19 @@ class Mt5TradingClient(Mt5DataClient):
             order_side=order_side,
         )
         if min_order_margin_dict["margin"]:
-            return (
+            result = (
                 floor(margin / min_order_margin_dict["margin"])
                 * min_order_margin_dict["volume"]
             )
         else:
-            return 0.0
+            result = 0.0
+        self.logger.info(
+            "Calculated volume by margin to %s %s: %s",
+            order_side,
+            symbol,
+            result,
+        )
+        return result
 
     def calculate_spread_ratio(
         self,
@@ -405,11 +437,13 @@ class Mt5TradingClient(Mt5DataClient):
             Spread ratio as a float.
         """
         symbol_info_tick = self.symbol_info_tick_as_dict(symbol=symbol)
-        return (
+        result = (
             (symbol_info_tick["ask"] - symbol_info_tick["bid"])
             / (symbol_info_tick["ask"] + symbol_info_tick["bid"])
             * 2
         )
+        self.logger.info("Calculated spread ratio for %s: %s", symbol, result)
+        return result
 
     def fetch_latest_rates_as_df(
         self,
@@ -440,13 +474,20 @@ class Mt5TradingClient(Mt5DataClient):
             )
             raise Mt5TradingError(error_message) from e
         else:
-            return self.copy_rates_from_pos_as_df(
+            result = self.copy_rates_from_pos_as_df(
                 symbol=symbol,
                 timeframe=timeframe,
                 start_pos=0,
                 count=count,
                 index_keys=index_keys,
             )
+            self.logger.info(
+                "Fetched latest %s rates for %s: %d rows",
+                granularity,
+                symbol,
+                result.shape[0],
+            )
+            return result
 
     def fetch_latest_ticks_as_df(
         self,
@@ -465,13 +506,19 @@ class Mt5TradingClient(Mt5DataClient):
             pd.DataFrame: Tick data with time index.
         """
         last_tick_time = self.symbol_info_tick_as_dict(symbol=symbol)["time"]
-        return self.copy_ticks_range_as_df(
+        result = self.copy_ticks_range_as_df(
             symbol=symbol,
             date_from=(last_tick_time - timedelta(seconds=seconds)),
             date_to=(last_tick_time + timedelta(seconds=seconds)),
             flags=self.mt5.COPY_TICKS_ALL,
             index_keys=index_keys,
         )
+        self.logger.info(
+            "Fetched latest ticks for %s: %d rows",
+            symbol,
+            result.shape[0],
+        )
+        return result
 
     def collect_entry_deals_as_df(
         self,
@@ -497,14 +544,20 @@ class Mt5TradingClient(Mt5DataClient):
             index_keys=index_keys,
         )
         if deals_df.empty:
-            return deals_df
+            result = deals_df
         else:
-            return deals_df.pipe(
+            result = deals_df.pipe(
                 lambda d: d[
                     d["entry"]
                     & d["type"].isin({self.mt5.DEAL_TYPE_BUY, self.mt5.DEAL_TYPE_SELL})
                 ]
             )
+        self.logger.info(
+            "Collected entry deals for %s: %d rows",
+            symbol,
+            result.shape[0],
+        )
+        return result
 
     def fetch_positions_with_metrics_as_df(
         self,
@@ -520,7 +573,7 @@ class Mt5TradingClient(Mt5DataClient):
         """
         positions_df = self.positions_get_as_df(symbol=symbol)
         if positions_df.empty:
-            return positions_df
+            result = positions_df
         else:
             symbol_info_tick = self.symbol_info_tick_as_dict(symbol=symbol)
             ask_margin = self.order_calc_margin(
@@ -535,7 +588,7 @@ class Mt5TradingClient(Mt5DataClient):
                 volume=1,
                 price=symbol_info_tick["bid"],
             )
-            return (
+            result = (
                 positions_df.assign(
                     elapsed_seconds=lambda d: (
                         symbol_info_tick["time"] - d["time"]
@@ -566,6 +619,12 @@ class Mt5TradingClient(Mt5DataClient):
                 )
                 .drop(columns=["buy_i", "sell_i", "sign", "underlier_increase_ratio"])
             )
+        self.logger.info(
+            "Fetched positions with metrics for %s: %d rows",
+            symbol,
+            result.shape[0],
+        )
+        return result
 
     def calculate_new_position_margin_ratio(
         self,
@@ -585,7 +644,7 @@ class Mt5TradingClient(Mt5DataClient):
         """
         account_info = self.account_info_as_dict()
         if not account_info["equity"]:
-            return 0.0
+            result = 0.0
         else:
             positions_df = self.fetch_positions_with_metrics_as_df(symbol=symbol)
             current_signed_margin = (
@@ -610,6 +669,12 @@ class Mt5TradingClient(Mt5DataClient):
                 )
             else:
                 new_signed_margin = 0
-            return abs(
+            result = abs(
                 (new_signed_margin + current_signed_margin) / account_info["equity"]
             )
+        self.logger.info(
+            "Calculated new position margin ratio for %s: %s",
+            symbol,
+            result,
+        )
+        return result

{pdmt5-0.1.9 → pdmt5-0.2.1}/pyproject.toml

@@ -1,13 +1,13 @@
 [project]
 name = "pdmt5"
-version = "0.1.9"
+version = "0.2.1"
 description = "Pandas-based data handler for MetaTrader 5"
 authors = [{name = "dceoy", email = "dceoy@users.noreply.github.com"}]
 maintainers = [{name = "dceoy", email = "dceoy@users.noreply.github.com"}]
 license = "MIT"
 license-files = ["LICENSE"]
 readme = "README.md"
-requires-python = ">= 3.11"
+requires-python = ">= 3.11, < 3.14"
 dependencies = [
   "MetaTrader5 >= 5.0.4424; sys_platform == 'win32'",
   "pandas >= 2.2.2",
@@ -28,7 +28,10 @@ classifiers = [
 Repository = "https://github.com/dceoy/pdmt5.git"
 
 [tool.uv]
-dev-dependencies = [
+required-environments = ["platform_system == 'Windows'"]
+
+[dependency-groups]
+dev = [
   "ruff >= 0.11.0",
   "pyright >= 1.1.402",
   "pytest >= 8.0.0",
@@ -42,7 +45,6 @@ dev-dependencies = [
   "mkdocs-material >= 9.6.15",
   "mkdocstrings[python] >= 0.29.1",
 ]
-required-environments = ["platform_system == 'Windows'"]
 
 [tool.uv.build-backend]
 source-include = ["pdmt5/**", "LICENSE"]
@@ -150,6 +152,7 @@ exclude = ["build", ".venv"]
 venvPath = "."
 venv = ".venv"
 typeCheckingMode = "strict"
+threads = 0
 reportUnknownArgumentType = "none"
 reportUnknownMemberType = "none"
 reportUnknownVariableType = "none"

{pdmt5-0.1.9 → pdmt5-0.2.1}/uv.lock

@@ -1,6 +1,6 @@
 version = 1
-revision = 2
-requires-python = ">=3.11"
+revision = 3
+requires-python = ">=3.11, <3.14"
 resolution-markers = [
     "python_full_version >= '3.12'",
     "python_full_version < '3.12'",
@@ -37,7 +37,6 @@ wheels = [
     { url = "https://files.pythonhosted.org/packages/55/07/f0b3375bf0d06014e9787797e6b7cc02b38ac9ff9726ccfe834d94e9991e/backrefs-5.9-py311-none-any.whl", hash = "sha256:6907635edebbe9b2dc3de3a2befff44d74f30a4562adbb8b36f21252ea19c5cf", size = 392072, upload-time = "2025-06-22T19:34:06.743Z" },
     { url = "https://files.pythonhosted.org/packages/9d/12/4f345407259dd60a0997107758ba3f221cf89a9b5a0f8ed5b961aef97253/backrefs-5.9-py312-none-any.whl", hash = "sha256:7fdf9771f63e6028d7fee7e0c497c81abda597ea45d6b8f89e8ad76994f5befa", size = 397947, upload-time = "2025-06-22T19:34:08.172Z" },
     { url = "https://files.pythonhosted.org/packages/10/bf/fa31834dc27a7f05e5290eae47c82690edc3a7b37d58f7fb35a1bdbf355b/backrefs-5.9-py313-none-any.whl", hash = "sha256:cc37b19fa219e93ff825ed1fed8879e47b4d89aa7a1884860e2db64ccd7c676b", size = 399843, upload-time = "2025-06-22T19:34:09.68Z" },
-    { url = "https://files.pythonhosted.org/packages/fc/24/b29af34b2c9c41645a9f4ff117bae860291780d73880f449e0b5d948c070/backrefs-5.9-py314-none-any.whl", hash = "sha256:df5e169836cc8acb5e440ebae9aad4bf9d15e226d3bad049cf3f6a5c20cc8dc9", size = 411762, upload-time = "2025-06-22T19:34:11.037Z" },
     { url = "https://files.pythonhosted.org/packages/41/ff/392bff89415399a979be4a65357a41d92729ae8580a66073d8ec8d810f98/backrefs-5.9-py39-none-any.whl", hash = "sha256:f48ee18f6252b8f5777a22a00a09a85de0ca931658f1dd96d4406a34f3748c60", size = 380265, upload-time = "2025-06-22T19:34:12.405Z" },
 ]
 
@@ -613,7 +612,7 @@ wheels = [
 
 [[package]]
 name = "pdmt5"
-version = "0.1.9"
+version = "0.2.1"
 source = { editable = "." }
 dependencies = [
     { name = "metatrader5", marker = "sys_platform == 'win32'" },

pdmt5-0.1.9/.github/copilot-instructions.md

@@ -1 +0,0 @@
-../CLAUDE.md

pdmt5-0.1.9/.github/workflows/claude.yml

@@ -1,59 +0,0 @@
----
-name: Claude Code
-on:
-  issue_comment:
-    types:
-      - created
-  pull_request_review_comment:
-    types:
-      - created
-  issues:
-    types:
-      - opened
-      - assigned
-  pull_request_review:
-    types:
-      - submitted
-jobs:
-  claude:
-    if: >
-      (github.event_name == 'issue_comment' && contains(github.event.comment.body, '@claude'))
-      || (github.event_name == 'pull_request_review_comment' && contains(github.event.comment.body, '@claude'))
-      || (github.event_name == 'pull_request_review' && contains(github.event.review.body, '@claude'))
-      || (github.event_name == 'issues' && (contains(github.event.issue.body, '@claude') || contains(github.event.issue.title, '@claude')))
-    permissions:
-      contents: read
-      pull-requests: read
-      issues: read
-      id-token: write
-      actions: read  # Required for Claude to read CI results on PRs
-    uses: dceoy/gh-actions-for-devops/.github/workflows/claude-code-action.yml@main
-    with:
-      # This is an optional setting that allows Claude to read CI results on PRs
-      additional-permissions: |
-        actions: read
-
-      # Optional: Specify model (defaults to Claude Sonnet 4, uncomment for Claude Opus 4)
-      # model: "claude-opus-4-20250514"
-
-      # Optional: Customize the trigger phrase (default: @claude)
-      # trigger-phrase: "/claude"
-
-      # Optional: Trigger when specific user is assigned to an issue
-      # assignee-trigger: "claude-bot"
-
-      # Optional: Allow Claude to run specific commands
-      # allowed-tools: "Bash(npm install),Bash(npm run build),Bash(npm run test:*),Bash(npm run lint:*)"
-
-      # Optional: Add custom instructions for Claude to customize its behavior for your project
-      # custom-instructions: |
-      #   Follow our coding standards
-      #   Ensure all new code has tests
-      #   Use TypeScript for new files
-
-      # Optional: Custom environment variables for Claude
-      # claude-env: |
-      #   NODE_ENV: test
-    secrets:
-      CLAUDE_CODE_OAUTH_TOKEN: ${{ secrets.CLAUDE_CODE_OAUTH_TOKEN }}
-      GH_TOKEN: ${{ secrets.GITHUB_TOKEN }}