Merge pull request #640 from Romazes/feature-charles-schwab-user-name…

…-config

feat: add `--charles-schwab-user-name` option to README

feat: add require-user-name support to AuthConfiguration and Auth0 en…

…dpoints (#636)

* feat: add require-user-name support to AuthConfiguration and Auth0 endpoints

Adds optional userId parameter to Auth0 read and authorize flows so brokerages
like Charles Schwab can pass a login ID to pre-fill the OAuth authorization page.
AuthConfiguration now reads require-user-name from config JSON, prompts the user
for their login ID (checking CLI args and lean config first), and threads the value
through get_authorization → Auth0Client.read (payload) and Auth0Client.authorize (URL).

Co-Authored-By: Claude Sonnet 4.6 <[email protected]>

* feat: persist user_name to lean_config and add get_user_name unit tests

After prompting for login ID, the value is saved to lean_config under the
derived key (e.g. charles-schwab-user-name) so subsequent runs skip the prompt.
Adds 4 unit tests covering all get_user_name code paths.

Co-Authored-By: Claude Sonnet 4.6 <[email protected]>

* fix: validate and clear stale account number from lean_config after OAuth

When the Auth0 OAuth flow returns a new account list, the previously
saved account number in lean.json may no longer be valid. Previously the
code would silently use the stale value, causing live trading to be
configured with the wrong account.

Now, after fetching API account IDs:
- If the saved account is no longer in the API response, it is cleared
  so the user is prompted to select a valid one.
- If the API returns multiple accounts (even if the saved value is still
  valid), it is cleared so the user actively confirms their selection
  from the current list.
- If the API returns exactly one account and it matches the saved value,
  no prompt is needed.

Also adds three unit tests covering stale, ambiguous, and valid cases.

Co-Authored-By: Claude Sonnet 4.6 <[email protected]>

* fix: validate and clear stale account number from lean_config after OAuth

Use plain brokerage_id as cache key when user_name is None to preserve
original behaviour; use (brokerage_id, user_name) tuple when user_name
is provided so different users get isolated cache entries.
Adds two cache tests: no-user-name single-call check and per-user-name
isolation check.

Co-Authored-By: Claude Sonnet 4.6 <[email protected]>

---------

Co-authored-by: Claude Sonnet 4.6 <[email protected]>

Fix for macos release update to macos-14 (#615)

Start sending codeSourceId with Cloud Push (#593)

* Initial solution

* Add unit tests

* Add missing force parameter in recursive _push_project call

* Add --force suggestion

* Move --force hint to the general try-except

Improve error message for 413 responses (#597)

* Improve error message

* Improve error message for 413 responses

Ignore conda venv from source files (#580)

Update is_done condition to include new status (#576)

Issue #565 passing "env" to docker as extra-docker-config (#567)

* Update lean_runner.py

* Update lean_runner.py

* Extra env vars are added to existing ones.

* Support for multiple input option

Add missing reserved directory names (#560)

* Handle reserved and invalid names

* try fix bugs

* Fix failing tests

* Address requested changes

* Nit changes

Minor fix for new holdings mapping (#549)