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