# PyPI Publishing Commands

## 🚀 CRITICAL RELEASE v2.0.5 - WINDOWS COMPATIBILITY FIXED!

### 🔧 CRITICAL FIXES IN v2.0.5:
- **Windows Encoding Fix** - Replaced Unicode emoji characters with ASCII to fix Windows cp1252 encoding errors
- **GUI Download Fix** - Fixed GUI "Download Data" button to use modern CLI instead of non-existent `get_xlsx.py`
- **BRK.B Compatibility** - Fixed ticker analysis for special characters like periods
- **Cross-Platform Stability** - Improved compatibility across different Windows terminal configurations

### ✅ WHAT'S NEW IN v2.0.4:
- 📧 **Author Email Updated** - Updated contact email to jeremyevans@hey.com
- 🧹 **Repository Cleaned** - Removed all bloated development files and virtual environments
- ✅ **Same Great Features** - All v2.0.3 functionality preserved: complete automation, GUI, CLI integration

### ✅ CRITICAL FIX IN v2.0.3:
- 🔧 **Module Execution Fix** - Added missing `__main__.py` to enable `python -m marketswimmer` execution
- ✅ **GUI Command Integration** - GUI "Complete Analysis" now works properly by calling the CLI
- 🎯 **Full CLI Support** - All commands now work correctly: analyze, gui, calculate, visualize, status

### ✅ CRITICAL FIX IN v2.0.2:
- 🎛️ **GUI Package Fix** - Fixed packaged GUI to use `python -m marketswimmer analyze` instead of non-existent `analyze_ticker_gui.py`
- 🔧 **CLI Integration Complete** - Both standalone and packaged GUI now use modern CLI commands
- ✅ **Full End-to-End Working** - Complete automation now works from both CLI and GUI

### ✅ CRITICAL FIX IN v2.0.1:
- 🔧 **Method Resolution Fixed** - Added missing `calculate_annual_owner_earnings()` and `calculate_quarterly_owner_earnings()` methods
- 📊 **DataFrame Output** - Properly formatted CSV-compatible DataFrames returned
- ✅ **End-to-End Automation Now Works** - Complete workflow from data loading to CSV generation
- 📈 **Verified Working** - TSLA analysis successfully generates both annual and quarterly owner earnings CSV files
- 🎛️ **GUI Integration Updated** - Fixed local GUI to use new CLI commands instead of deprecated scripts

### Revolutionary Changes (v2.0.0):
- 🎯 **COMPLETE AUTOMATED WORKFLOW** - Full end-to-end analysis now works!
- 🌐 **Automatic Download Management** - Opens StockRow and detects downloads
- 📊 **Integrated Owner Earnings Calculation** - Real calculations, not just guidance
- 📈 **Automated Results Generation** - CSV files and charts created automatically
- ⚡ **Professional Progress Indicators** - Rich progress bars and status updates
- 🔄 **Intelligent Fallback System** - Graceful degradation if any step fails

### Previously Fixed Issues (v1.0.x):
- ✅ CLI import errors resolved
- ✅ Typer dependency warnings fixed  
- ✅ GUI dependencies made optional (graceful fallback)
- ✅ Better error messages for missing dependencies
- ✅ Missing script errors fixed (analyze_ticker_gui.py, etc.)
- ✅ Added missing `calculate` and `visualize` commands
- ✅ Complete CLI workflow now functional
- ✅ Consistent user experience with helpful guidance

## 🎯 CONFIRMED WORKING (v2.0.5):
- `python -m marketswimmer analyze TICKER` - **✅ VERIFIED: Works on Windows with any ticker including BRK.B**
- `python -m marketswimmer gui` - **✅ FIXED: GUI Download Data and Complete Analysis buttons now work**
- `python -m marketswimmer calculate --ticker TICKER` - Real owner earnings calculation with CSV output
- `python -m marketswimmer visualize --ticker TICKER` - Generate charts and visualizations
- `python -m marketswimmer status` - Check package health
- `python -m marketswimmer --help` - Show all available commands

### 🔬 Verification Results:
- ✅ TSLA analysis: Generated `owner_earnings_annual_tsla.csv` and `owner_earnings_quarterly_tsla.csv`
- ✅ Methods working: `calculate_annual_owner_earnings()` and `calculate_quarterly_owner_earnings()` 
- ✅ DataFrame output: Proper CSV-compatible format with columns: Period, Net Income, Depreciation, CapEx, Working Capital Change, Owner Earnings
- ✅ Published to PyPI: `pip install marketswimmer==2.0.5` now available!
- ✅ GUI Updated: Both local and packaged GUI now use `python -m marketswimmer` commands
- ✅ Package Structure: Fixed internal GUI module to use modern CLI automation

### 🚨 **ISSUES RESOLVED**: 
1. **v2.0.1**: Missing calculation methods causing workflow failures
2. **v2.0.2**: GUI "Complete Analysis" error from trying to run non-existent `analyze_ticker_gui.py`
   - **Root Cause**: Packaged GUI still had old script reference
   - **Solution**: Updated `marketswimmer/gui/main_window.py` to use `python -m marketswimmer analyze`
3. **v2.0.3**: "No module named marketswimmer.__main__" error when GUI tries to execute CLI
   - **Root Cause**: Missing `__main__.py` file for module execution
   - **Solution**: Added `marketswimmer/__main__.py` to enable `python -m marketswimmer` execution
4. **v2.0.5**: Windows Unicode encoding errors and GUI missing file errors
   - **Root Cause**: Unicode emoji characters incompatible with Windows cp1252 encoding
   - **Solution**: Replaced all emoji characters with ASCII equivalents, fixed GUI to use modern CLI commands

### ⚠️ **KNOWN ISSUES**: 
- Some dependencies (typer, rich) may not auto-install from PyPI
- **Workaround**: Manually install with `pip install typer rich` after installing MarketSwimmer
- **Python Path Issue**: If using multiple Python installations, specify the full path:
  - `C:\Users\jerem\AppData\Local\Programs\Python\Python312\python.exe -m pip install typer rich`
  - `C:\Users\jerem\AppData\Local\Programs\Python\Python312\python.exe -m marketswimmer gui`
- **Status**: Investigating dependency resolution for future release

### 🚀 **Clean Installation & Testing**:
For a completely clean test environment:

**Option 1: Use the automated script**
```bash
# Run the batch file for automated clean installation
clean_install_test.bat

# Or use PowerShell version
clean_install_test.ps1
```

**Option 2: Manual clean installation**
```bash
# 1. Uninstall any existing versions
pip uninstall marketswimmer -y

# 2. Create fresh virtual environment
python -m venv marketswimmer_clean_test

# 3. Install in virtual environment
marketswimmer_clean_test\Scripts\python.exe -m pip install marketswimmer==2.0.5

# 4. Test the installation
marketswimmer_clean_test\Scripts\python.exe -m marketswimmer gui
```

### 🚀 **Quick Launch Options**:
1. **Use the automated test script**: `clean_install_test.bat` (complete clean installation and testing)
2. **Use the batch file**: `launch_gui.bat` (handles Python path automatically)
3. **Install dependencies first**: `pip install typer rich PyQt6` then `python -m marketswimmer gui`
4. **Use specific Python path** (if multiple Python versions installed)
5. **Virtual environment** (recommended for testing): Use the clean installation scripts above

# 1. Upload to Test PyPI first
python -m twine upload --repository testpypi dist/*

# 2. Test installation from Test PyPI
pip install --index-url https://test.pypi.org/simple/ marketswimmer

# 3. If everything works, upload to production PyPI
python -m twine upload dist/*

# 4. Install from production PyPI
pip install marketswimmer

# 5. Install required dependencies (if not automatically installed):
pip install typer rich matplotlib PyQt6

# 6. For full GUI functionality, install all optional dependencies:
pip install matplotlib PyQt6 seaborn

# 7. Test the installation:
python -m marketswimmer --help
