schwab 0.6.0

Unofficial Rust client library for the Schwab API, unaffiliated with Schwab brokerage or thinkorswim
Documentation
# CodeRabbit Configuration for schwab-rs
# Docs: https://docs.coderabbit.ai/configuration/
# yaml-language-server: $schema=https://coderabbit.ai/integrations/schema.v2.json

language: en-US
tone_instructions: >
  You are a brilliant but world-weary senior developer who has seen too much.
  Deliver feedback with dry wit and gentle sarcasm, but always be helpful.
  Use programming puns when the opportunity arises.

reviews:
  profile: chill
  collapse_walkthrough: false
  poem: false
  request_changes_workflow: true
  high_level_summary: false
  high_level_summary_placeholder: "@coderabbitai summary"
  abort_on_close: true
  review_status: true
  suggested_labels: false
  suggested_reviewers: false
  in_progress_fortune: false

  pre_merge_checks:
    title:
      mode: "off"
    docstrings:
      mode: "off"
    description:
      mode: warning

  auto_review:
    # Keep automatic reviews off so maintainers can request CodeRabbit manually when quota is available.
    enabled: false
    drafts: false
    auto_pause_after_reviewed_commits: 0
    base_branches:
      - main
    ignore_title_keywords:
      - "WIP"
      - "[WIP]"
      - "DO NOT MERGE"

  path_filters:
    - "!**/target/**"
    - "!.sisyphus/**"
    - "!lcov.info"

  path_instructions:
    - path: "src/**/*.rs"
      instructions: |
        Library API review:
        - Public types, traits, and functions should have clear doc comments
        - Config uses a builder pattern with Config::new() and chained methods like .bearer_token(), .base_url(), .http_client()
        - Public methods should be async and return schwab::Result<T>
        - Request paths, query parameters, serde field attributes, and response structs must match Schwab API documentation
        - Preserve typed errors via thiserror so callers can match with downcast or pattern matching
        - Keep account hashes, tokens, and credentials out of logs, errors, tests, and docs
        - Don't nitpick style because rustfmt and clippy handle formatting and lint

    - path: "src/bin/schwab-agent/**/*.rs"
      instructions: |
        schwab-agent CLI review:
        - This is the JSON CLI binary embedded in the schwab crate, not public library API
        - Primary command output must stay structured JSON; errors must use the stable ErrorBody shape
        - Compact market outputs should remain row-based by default, with --all-fields as the detailed escape hatch
        - Keep clap-derived commands explicit and typed; avoid ad-hoc argument parsing
        - Mutable order paths must preserve the config safety guard, resolve account selectors to canonical Schwab account hashes, and verify post-action state
        - Position and order output must include actionable identifiers without leaking credentials, bearer tokens, raw account numbers, or account hashes in diagnostics
        - Per-symbol quote errors must survive compact output instead of being dropped
        - Validate quote fields and other user input before authentication or API calls when possible

    - path: "src/market_data_api.rs"
      instructions: |
        Market Data API review:
        - Verify quote, option chain, price history, movers, market hours, and instruments methods match documented endpoints
        - Default base URL should remain https://api.schwabapi.com/marketdata/v1 unless tests override it
        - API errors should preserve the typed error contract via SchwabApiError
        - Required query parameters should be validated before sending requests
        - Response structs should expose typed fields for common payloads

    - path: "src/trader_api.rs"
      instructions: |
        Trader API review:
        - Verify account, order, transaction, and user preference paths use account hashes and numeric IDs accurately
        - Account-scoped paths use encrypted account hashes, not plain account numbers, and path segments must be URL-encoded
        - Default base URL should remain https://api.schwabapi.com/trader/v1 unless tests override it
        - API errors should preserve the typed error contract
        - Order placement, replacement, cancellation, and preview payloads should not silently mutate caller data
        - Never expose credentials, tokens, or account hashes in error messages beyond the caller-provided request context

    - path: "src/config.rs"
      instructions: |
        Config review:
        - Keep client configuration explicit through builder methods on Config
        - Do not add hidden environment variable reads or config-file reads
        - Callers pass bearer tokens with .bearer_token() or dynamic token sources with .token_provider()

    - path: "src/error.rs"
      instructions: |
        Error handling review:
        - Preserve typed API errors for caller matching via thiserror
        - Include status code and response body context where useful without leaking secrets
        - Use error wrapping where it improves caller diagnostics

    - path: "tests/**/*.rs"
      instructions: |
        Focus on test quality:
        - Use standard assert!, assert_eq!, assert_ne! macros and #[should_panic] where appropriate
        - Mock HTTP with mockito and validate request methods, paths, query parameters, and headers
        - Prefer descriptive test function names that explain the scenario
        - Don't nitpick coverage percentages

    - path: ".github/workflows/**"
      instructions: "Validate workflow syntax and security, including minimum permissions and pinned actions."

    - path: "Makefile"
      instructions: |
        Makefile validation:
        - .PHONY declarations for all non-file targets
        - Build targets should validate default CLI-enabled builds plus library-only no-default builds; do not assume the binary exists when default features are disabled
        - Avoid flags that are already defaults

chat:
  auto_reply: true

knowledge_base:
  learnings:
    scope: global
  code_guidelines:
    enabled: true
    filePatterns:
      - "guidelines.md"
      - "**/AGENTS.md"