feat: Incremental & streaming quotes, v3.0.0

.editorconfig

@@ -1,34 +1,67 @@
-# top-most EditorConfig file
+# EditorConfig: https://EditorConfig.org
+
+# Top-level EditorConfig file
 root = true
 
 #### Core EditorConfig Options ####
+
+# Global settings for all files
 [*]
 charset = utf-8
 end_of_line = lf
+insert_final_newline = true
+trim_trailing_whitespace = true
 
 indent_style = space
 indent_size = 2
 tab_width = 2
 
-line_length = 150
-trim_trailing_whitespace = true
-insert_final_newline = true
+max_line_length = 150
 
-# .NET Globals
-[*.cs]
+#### File Type Overrides ####
+
+# Markdown files
+[*.md]
+
+# Allow trailing whitespace for line breaks
+trim_trailing_whitespace = false
+
+# Batch and command files
+[*.{cmd,bat}]
+
+# Use CRLF for Windows specific files
+end_of_line = crlf
+
+# .NET source files
+[*.{cs,vb}]
+
+ # set indentation to 4 spaces
 indent_size = 4
 tab_width = 4
 
 #### .NET Coding Conventions ####
-# https://learn.microsoft.com/dotnet/fundamentals/code-analysis/overview
+# https://learn.microsoft.com/dotnet/fundamentals/code-analysis/style-rules/
 
-# Organize usings
-dotnet_separate_import_directive_groups = false
-dotnet_sort_system_directives_first = true
+# File headers are disabled
 file_header_template = unset
 
+# Organize 'using' directives
+dotnet_sort_system_directives_first = true
+dotnet_separate_import_directive_groups = false
+
+# Simplify type names and remove unnecessary qualifiers
+dotnet_diagnostic.IDE0001.severity = warning             # Simplify type names
+dotnet_style_qualification_for_field = false:warning     # Prefer 'field' over 'this.field'
+dotnet_style_qualification_for_property = false:warning  # Prefer 'property' over 'this.property'
+dotnet_style_qualification_for_method = false:warning    # Prefer 'method()' over 'this.method()'
+dotnet_style_qualification_for_event = false:warning     # Prefer 'event' over 'this.event'
+
 # Modifier preferences
-dotnet_style_require_accessibility_modifiers = for_non_interface_members
+dotnet_style_require_accessibility_modifiers = for_non_interface_members:warning  # Require modifiers except for interface members
+
+# Ensure space around colon in named arguments
+dotnet_style_space_around_colon_in_named_argument = true:suggestion
+dotnet_diagnostic.IDE0040.severity = suggestion
 
 # Expression-level preferences
 dotnet_style_coalesce_expression = true:suggestion
@@ -38,19 +71,21 @@ dotnet_style_namespace_match_folder = false:none
 dotnet_style_null_propagation = true:suggestion
 dotnet_style_object_initializer = true:suggestion
 dotnet_style_prefer_auto_properties = true:suggestion
-dotnet_style_prefer_compound_assignment = true
-dotnet_style_prefer_conditional_expression_over_assignment = true
-dotnet_style_prefer_conditional_expression_over_return = true
-dotnet_style_prefer_foreach_explicit_cast_in_source = when_strongly_typed
-dotnet_style_prefer_inferred_anonymous_type_member_names = true
-dotnet_style_prefer_inferred_tuple_names = true
+dotnet_style_prefer_compound_assignment = true:suggestion
+dotnet_style_prefer_conditional_expression_over_assignment = true:suggestion
+dotnet_style_prefer_conditional_expression_over_return = true:suggestion
+dotnet_style_prefer_foreach_explicit_cast_in_source = when_strongly_typed:suggestion
+dotnet_style_prefer_inferred_anonymous_type_member_names = true:suggestion
+dotnet_style_prefer_inferred_tuple_names = true:suggestion
 dotnet_style_prefer_is_null_check_over_reference_equality_method = true:suggestion
-dotnet_style_prefer_simplified_boolean_expressions = true
-dotnet_style_prefer_simplified_interpolation = true
+dotnet_style_prefer_simplified_boolean_expressions = true:suggestion
+dotnet_style_prefer_simplified_interpolation = true:suggestion
+dotnet_style_predefined_type_for_locals_parameters_members = true:suggestion  # Prefer 'int' over 'Int32'
 
 # Collection expression preferences
 dotnet_style_prefer_collection_expression = true:suggestion
-dotnet_diagnostic.IDE0305.severity = none # exclude collection expression for fluent
+dotnet_diagnostic.IDE0305.severity = none  # Exclude collection expression for fluent APIs
+
 csharp_space_between_square_brackets = false
 csharp_space_between_empty_square_brackets = false
 
@@ -87,13 +122,21 @@ dotnet_naming_style.begins_with_i.capitalization = pascal_case
 dotnet_code_quality_explicit_tuple_names = true:suggestion
 dotnet_style_predefined_type_for_locals_parameters_members = true:suggestion
 
+# Diagnostic analyzer suppressions
+dotnet_diagnostic.IDE0058.severity = none    # Unused expression value, use _ discard variable
+
+# remove this when no-longer supporting pre-9.0 frameworks
+dotnet_diagnostic.IDE0330.severity = none    # Prefer 'System.Threading.Lock'
+
 #### C# Coding Conventions ####
 # https://learn.microsoft.com/dotnet/fundamentals/code-analysis/style-rules/csharp-formatting-options
 
+[*.cs]
+
 # var preferences
-csharp_style_var_elsewhere = false
-csharp_style_var_for_built_in_types = false
-csharp_style_var_when_type_is_apparent = false
+csharp_style_var_elsewhere = false              # Do not prefer 'var' elsewhere
+csharp_style_var_for_built_in_types = false     # Do not prefer 'var' for built-in types
+csharp_style_var_when_type_is_apparent = false  # Do not prefer 'var' when type is apparent
 
 # Labeling and using directives
 csharp_indent_labels = one_less_than_current
@@ -106,8 +149,9 @@ csharp_style_prefer_method_group_conversion = true:silent
 csharp_style_prefer_top_level_statements = true:silent
 csharp_style_prefer_primary_constructors = true:suggestion
 
-# Expression-bodied Members
+# Expression-bodied members
 csharp_style_expression_bodied_methods = true:silent
+csharp_style_expression_bodied_operators = true:silent
 csharp_style_expression_bodied_properties = true:silent
 csharp_style_expression_bodied_indexers = true:silent
 csharp_style_expression_bodied_accessors = true:silent
@@ -146,10 +190,3 @@ csharp_new_line_before_finally = true
 csharp_new_line_before_members_in_object_initializers = false
 csharp_new_line_before_members_in_anonymous_types = false
 csharp_new_line_between_query_expression_clauses = false
-
-# Diagnostic analyzer suppressions
-dotnet_diagnostic.CA1303.severity  = none    # Passing literals as localized parameters
-dotnet_diagnostic.CA2263.severity  = none    # Prefer generic overload type parameter
-dotnet_diagnostic.CS1591.severity  = silent  # Missing XML comment for publicly visible type or member
-dotnet_diagnostic.IDE0058.severity = none    # Unused expression value
-dotnet_diagnostic.IDE0072.severity = silent  # Missing cases in switch statement

.github/ISSUE_TEMPLATE/bug_report.yml

@@ -23,7 +23,7 @@ body:
       render: csharp
       placeholder: |
         // example (put your own code here)
-        IEnumerable<EmaResult> results = quotes.GetEma(14);
+        IReadOnlyList<EmaResult> results = quotes.GetEma(14);
     validations:
       required: false
   - type: textarea

.github/workflows/deploy-package.yml

@@ -47,6 +47,12 @@ jobs:
           dotnet-version: "9.x"
           dotnet-quality: "ga"
 
+      - name: Setup .NET
+        uses: actions/setup-dotnet@v4
+        with:
+          dotnet-version: "9.x"
+          dotnet-quality: "ga"
+
       - name: Setup GitVersion
         uses: gittools/actions/gitversion/[email protected]
         with:

.github/workflows/test-examples.yml

@@ -10,7 +10,7 @@ on:
     branches: ["*"]
     paths:
       - docs/examples/**
-      - ".github/workflows/test-examples.yml"
+      - .github/workflows/test-examples.yml
 
 jobs:
   build:

.github/workflows/test-indicators.yml

@@ -51,42 +51,30 @@
           -warnAsError
 
       - name: Test indicators
-        env:
-          ALPACA_KEY: ${{ secrets.ALPACA_KEY }}
-          ALPACA_SECRET: ${{ secrets.ALPACA_SECRET }}
         run: >
-          dotnet test tests/indicators/Tests.Indicators.csproj
+          dotnet test
           --configuration Release
+          --settings tests/tests.unit.runsettings
+          --results-directory ./test-results
           --property:TestFramework="${{ env.TARGET_FRAMEWORK }}"
           --no-build
           --verbosity normal
           --logger trx
           --collect:"XPlat Code Coverage"
-          --results-directory ./test-indicators
 
       # the remaining steps are only needed from one primary instance
 
-      - name: Test other items
-        if: env.IS_PRIMARY == 'true'
-        run: >
-          dotnet test tests/other/Tests.Other.csproj
-          --configuration Release
-          --no-build
-          --verbosity normal
-          --logger trx
-          --results-directory ./test-other
-
-      - name: Post test results
-        uses: dorny/[email protected]
+      - name: Post test summary
+        uses: dorny/test-reporter@v1
         if: env.IS_PRIMARY == 'true' && always()
         with:
           name: Test results
-          path: ./test-indicators/**/*.trx
+          path: ./test-results/**/*.trx
           reporter: dotnet-trx
 
       - name: Publish coverage to Codacy
         uses: codacy/codacy-coverage-reporter-action@v1
         if: env.IS_PRIMARY == 'true'
         with:
           project-token: ${{ secrets.CODACY_PROJECT_TOKEN }}
-          coverage-reports: ./test-indicators/**/coverage.cobertura.xml
+          coverage-reports: ./test-results/**/coverage.cobertura.xml

.github/workflows/test-integration.yml

@@ -0,0 +1,58 @@
+name: Indicators
+
+on:
+  push:
+    branches: ["main"]
+
+  pull_request:
+    branches: ["*"]
+
+jobs:
+  test:
+    name: integration tests
+    runs-on: ubuntu-latest
+
+    permissions:
+      contents: read
+      actions: read
+      checks: write
+
+    steps:
+
+      - name: Checkout source
+        uses: actions/checkout@v4
+
+      - name: Setup .NET
+        id: dotnet-new
+        uses: actions/setup-dotnet@v4
+        with:
+          dotnet-version: "9.x"
+          dotnet-quality: "ga"
+
+      - name: Build library
+        run: >
+          dotnet build
+          --configuration Release
+          --property:ContinuousIntegrationBuild=true
+          -warnAsError
+
+      - name: Test integrations
+        env:
+          ALPACA_KEY: ${{ secrets.ALPACA_KEY }}
+          ALPACA_SECRET: ${{ secrets.ALPACA_SECRET }}
+        run: >
+          dotnet test
+          --configuration Release
+          --settings tests/tests.integration.runsettings
+          --results-directory ./test-results
+          --no-build
+          --verbosity normal
+          --logger trx
+
+      - name: Post test summary
+        uses: dorny/test-reporter@v1
+        if: always()
+        with:
+          name: Test results
+          path: ./test-results/**/*.trx
+          reporter: dotnet-trx

.github/workflows/test-performance.yml

@@ -42,12 +42,29 @@ jobs:
           --configuration Release
           --property:ContinuousIntegrationBuild=true
 
-      - name: Benchmark indicators
+      - name: Test performance
         working-directory: tests/performance
         run: dotnet run -c Release
 
+      - name: Save test results
+        uses: actions/upload-artifact@v4
+        with:
+          name: test-summaries
+          path: tests/performance/BenchmarkDotNet.Artifacts/results
+
       - name: Publish summary
         working-directory: tests/performance/BenchmarkDotNet.Artifacts/results
         run: |
           echo "### Package version ${{ steps.gitversion.outputs.fullSemVer }}" >> $GITHUB_STEP_SUMMARY
-          cat Tests.Performance.IndicatorPerformance-report-github.md >> $GITHUB_STEP_SUMMARY
+
+          echo "## Series indicators" >> $GITHUB_STEP_SUMMARY
+          cat Performance.SeriesIndicators-report-github.md >> $GITHUB_STEP_SUMMARY
+
+          echo "## Stream indicators (with Quote caching)" >> $GITHUB_STEP_SUMMARY
+          cat Performance.StreamIndicators-report-github.md >> $GITHUB_STEP_SUMMARY
+
+          echo "## Incrementing buffer-style indicators" >> $GITHUB_STEP_SUMMARY
+          cat Performance.BufferLists-report-github.md >> $GITHUB_STEP_SUMMARY
+
+          echo "## Utilities" >> $GITHUB_STEP_SUMMARY
+          cat Performance.Utility-report-github.md >> $GITHUB_STEP_SUMMARY

.gitignore

@@ -111,12 +111,13 @@ $tf/
 # Guidance Automation Toolkit
 *.gpState
 
-# ReSharper is a .NET coding add-in
+# ReSharper IDE extension
 _ReSharper*/
 *.[Rr]e[Ss]harper
 *.DotSettings.user
+*.DotSettings
 
-# JustCode is a .NET coding add-in
+# JustCode IDE extension
 .JustCode
 
 # TeamCity is a build add-in

.vscode/extensions.json

@@ -0,0 +1,12 @@
+{
+    "recommendations": [
+        "codacy-app.codacy",
+        "adrianwilczynski.user-secrets",
+        "github.vscode-github-actions",
+        "github.vscode-pull-request-github",
+        "mechatroner.rainbow-csv",
+        "dotjoshjohnson.xml",
+        "redhat.vscode-yaml",
+        "vunguyentuan.vscode-css-variables"
+    ]
+}

.vscode/settings.json

@@ -1,6 +1,6 @@
 {
   // file settings
-  "files.autoSave": "afterDelay",
+  "files.autoSave": "off",
   "files.autoSaveDelay": 3000,
   "files.encoding": "utf8",
   "files.exclude": {