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Update changelog for version 1.0.0
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Also doing more README maintenance.
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mattsta committed Mar 19, 2024
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22 changes: 14 additions & 8 deletions README.md
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## Update

Under new management. See [original discussions](https://github.com/mattsta/ib_async/discussions) for recent history. Create new discussions or PRs or issues under https://github.com/ib-api-reloaded/ib_async for ongoing updates.
Under new management. See [original discussions](https://github.com/mattsta/ib_insync/discussions) for recent history. Create new discussions or PRs or issues under [the new primary repo](https://github.com/ib-api-reloaded/ib_async) for ongoing updates.

New contributions welcome. We are open to adding more maintainers with commit access if your updates and understanding of IBKR/TWS and Python are all high quality.

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- Python 3.10 or higher
- We plan to support Python releases [2 years back](https://devguide.python.org/versions/) which allows us to continue adding newer features and performance improvements over time.
- A running IB Gateway application
- stable: https://www.interactivebrokers.com/en/trading/ibgateway-stable.php
- latest: https://www.interactivebrokers.com/en/trading/ibgateway-latest.php
- A running IB Gateway application (or TWS with API mode enabled)
- [stable gateway](https://www.interactivebrokers.com/en/trading/ibgateway-stable.php) — updated every few months
- [latest gateway](https://www.interactivebrokers.com/en/trading/ibgateway-latest.php) — updated weekly
- Make sure the [API port is enabled](https://ibkrcampus.com/ibkr-api-page/twsapi-doc/#tws-download) and 'Download open orders on connection' is checked.
- You may also want to increase the Java memory usage under `Configure->Settings->Memory Allocation` to 4096 MB minimum to prevent gateway crashes when loading bulk data.

The ibapi package from IB is not needed. `ib_async` implements the full IBKR API protocol internally.

## Building Manually
## Build Manually

First, install poetry:

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poetry install --with=docs,dev
```

## Generating Docs
## Generate Docs

```
poetry install --with=docs
poetry run sphinx-build -b html docs html
```

## Build Packages
## Check Types

```
poetry run mypy ib_async
```

## Build Package

```
poetry build
```

## Upload Package
## Upload Package (if maintaining)

```
poetry install
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10 changes: 10 additions & 0 deletions docs/changelog.rst
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Expand Up @@ -9,6 +9,16 @@ Version 1.0.0

This is the first version under new management after the unexpected passing of `Ewald de Wit <https://github.com/erdewit/ib_insync>`_ on March 11, 2024. We wish to maintain his legacy while continuing to improve the project going forward. We are resetting the project name, development practices, modernization levels, and project structure to hopefully grow more contributors over time.

This version update does not include any feature improvements and is functionally equivalent to the final version of ``ib_insync 0.9.86``.

Code Cleanup:

* Reformatted all code with ruff and improved readability throughout
* Now uses sets for membership checking everywhere
* Fixed a technical error around API message formatting

Project Changes:

* Renamed ib_insync to ib_async everywhere
* Increased minimum Python version from 3.6 (2016) to 3.10 (2021)
* Removed dependencies for supporting Python versions less than 3.9
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