SchwabPy 2.0.2 - API Compliance Fix

Release Notes

What's Fixed

• BREAKING CHANGE: Made types parameter REQUIRED for get_transactions() method to align with official Schwab API documentation
• Added validation to ensure types parameter is provided
• Updated documentation to reflect ISO 8601 date format requirement (yyyy-MM-dd'T'HH:mm:ss.SSSZ)
• Added comprehensive list of valid transaction types in docstring
• Fixed transaction sync failures caused by missing required parameter

Breaking Changes

• get_transactions() now requires the types parameter (previously optional)
• Applications must update their calls to include transaction types:

  # Before (will now fail):
  transactions = client.accounts.get_transactions(account_hash, start_date, end_date)
  
  # After (required):
  transactions = client.accounts.get_transactions(
      account_hash,
      start_date="2024-01-01T00:00:00.000Z",
      end_date="2024-01-31T23:59:59.999Z",
      types="TRADE,DIVIDEND_OR_INTEREST"
  )

Migration Guide

Update all get_transactions() calls to include the types parameter with comma-separated transaction types:

• Valid types: TRADE, RECEIVE_AND_DELIVER, DIVIDEND_OR_INTEREST, ACH_RECEIPT, ACH_DISBURSEMENT, CASH_RECEIPT, CASH_DISBURSEMENT, ELECTRONIC_FUND, WIRE_OUT, WIRE_IN, JOURNAL, MEMORANDUM, MARGIN_CALL, MONEY_MARKET, SMA_ADJUSTMENT

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Changelog

Commits:

• 96f8ee3 - Make types parameter required for get_transactions

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Installation

pip install schwab-client==2.0.2

v2.0.1 - Documentation and Metadata Improvements

What's Changed

• Updated version to 2.0.1 across all package files
• Added CHANGELOG.md to track version history
• Enhanced README.md with PyPI badges (version, downloads, license)
• Added navigation links to Quick Start, Examples, and Changelog
• Updated MANIFEST.in to include CHANGELOG.md in distributions
• Improved package discoverability and documentation

Package Improvements

• Better PyPI presentation with badges and structured links
• Professional changelog following Keep a Changelog format
• Clear version history for users and contributors
• Enhanced metadata consistency

Full Changelog: v2.0.0...v2.0.1

Release 2.0.0

Major Release: PyPI Packaging Support

This major release adds full PyPI packaging support and renames the package to schwab-client to avoid naming conflicts.

🎉 New Features

• PyPI Package Name: schwab-client (install with pip install schwab-client)
• Automated Publishing: GitHub Actions workflow for automatic PyPI releases
• Modern Packaging: Added pyproject.toml for PEP 517/518 compliance
• Enhanced Documentation: Included MANIFEST.in for proper distribution files

📦 Installation

pip install schwab-client

💻 Usage

from schwabpy import SchwabClient

🔧 What's Included

• Full API coverage for Schwab Trading and Market Data APIs
• OAuth 2.0 authentication with automatic token management
• Comprehensive security features and rate limiting
• Input validation and sanitization
• Complete documentation and working examples

📝 Technical Details

• Package name on PyPI: schwab-client
• Import name: schwabpy
• Repository name: SchwabPy
• Version: 2.0.0