feat: add accounts MCP methods

2026-09-01 12:20:14 -05:00
parent 9915ff0c5f
commit 87f4f40d77
5 changed files with 513 additions and 0 deletions
@@ -0,0 +1,210 @@
+package accounts_test
+
+import (
+	"context"
+	"encoding/json"
+	"os"
+	"sort"
+	"testing"
+
+	decimal "github.com/alpacahq/alpacadecimal"
+	"github.com/google/go-cmp/cmp"
+	"s1d3sw1ped/robinhood-agentic-mcp/accounts"
+	"s1d3sw1ped/robinhood-agentic-mcp/client"
+	"s1d3sw1ped/robinhood-agentic-mcp/internal/rhntest"
+)
+
+func TestAccounts_toolNames(t *testing.T) {
+	t.Parallel()
+	tests := []struct {
+		name     string
+		call     func(*accounts.Client) error
+		wantName string
+		wantArgs map[string]any
+	}{
+		{
+			name: "Accounts",
+			call: func(c *accounts.Client) error {
+				_, err := c.Accounts(context.Background(), accounts.AccountsRequest{})
+				return err
+			},
+			wantName: "get_accounts",
+			wantArgs: map[string]any{},
+		},
+		{
+			name: "Portfolio",
+			call: func(c *accounts.Client) error {
+				_, err := c.Portfolio(context.Background(), accounts.PortfolioRequest{AccountNumber: "acct-1"})
+				return err
+			},
+			wantName: "get_portfolio",
+			wantArgs: map[string]any{"account_number": "acct-1"},
+		},
+		{
+			name: "RealizedPnL",
+			call: func(c *accounts.Client) error {
+				_, err := c.RealizedPnL(context.Background(), accounts.RealizedPnLRequest{
+					AccountNumber:   "acct-1",
+					Span:            "month",
+					StartDate:       "2026-01-01",
+					EndDate:         "2026-01-31",
+					AssetClasses:    []string{"equity"},
+					DisplayCurrency: "USD",
+					Timezone:        "America/New_York",
+				})
+				return err
+			},
+			wantName: "get_realized_pnl",
+			wantArgs: map[string]any{
+				"account_number":   "acct-1",
+				"span":             "month",
+				"start_date":       "2026-01-01",
+				"end_date":         "2026-01-31",
+				"asset_classes":    []string{"equity"},
+				"display_currency": "USD",
+				"timezone":         "America/New_York",
+			},
+		},
+		{
+			name: "PnLTradeHistory",
+			call: func(c *accounts.Client) error {
+				_, err := c.PnLTradeHistory(context.Background(), accounts.PnLTradeHistoryRequest{
+					AccountNumber: "acct-1",
+					Span:          "week",
+					Symbol:        "MU",
+					Cursor:        "c1",
+				})
+				return err
+			},
+			wantName: "get_pnl_trade_history",
+			wantArgs: map[string]any{
+				"account_number": "acct-1",
+				"span":           "week",
+				"symbol":         "MU",
+				"cursor":         "c1",
+			},
+		},
+		{
+			name: "LimitedMarginUpgradeInfo",
+			call: func(c *accounts.Client) error {
+				_, err := c.LimitedMarginUpgradeInfo(context.Background(), accounts.AccountNumberRequest{AccountNumber: "acct-1"})
+				return err
+			},
+			wantName: "get_limited_margin_upgrade_info",
+			wantArgs: map[string]any{"account_number": "acct-1"},
+		},
+		{
+			name: "OptionLevelUpgradeInfo",
+			call: func(c *accounts.Client) error {
+				_, err := c.OptionLevelUpgradeInfo(context.Background(), accounts.AccountNumberRequest{AccountNumber: "acct-1"})
+				return err
+			},
+			wantName: "get_option_level_upgrade_info",
+			wantArgs: map[string]any{"account_number": "acct-1"},
+		},
+		{
+			name: "CryptoOnboardingInfo",
+			call: func(c *accounts.Client) error {
+				_, err := c.CryptoOnboardingInfo(context.Background(), struct{}{})
+				return err
+			},
+			wantName: "get_crypto_account_onboarding_info",
+			wantArgs: map[string]any{},
+		},
+		{
+			name: "Search",
+			call: func(c *accounts.Client) error {
+				_, err := c.Search(context.Background(), accounts.SearchRequest{
+					Query:     "apple",
+					AssetType: "instrument",
+					Limit:     5,
+				})
+				return err
+			},
+			wantName: "search",
+			wantArgs: map[string]any{
+				"query":      "apple",
+				"asset_type": "instrument",
+				"limit":      5,
+			},
+		},
+	}
+	for _, tc := range tests {
+		t.Run(tc.name, func(t *testing.T) {
+			t.Parallel()
+			var gotName string
+			var gotArgs map[string]any
+			c := accounts.New(client.Func(func(ctx context.Context, name string, args map[string]any) (json.RawMessage, error) {
+				gotName, gotArgs = name, args
+				return json.RawMessage(`{}`), nil
+			}))
+			if err := tc.call(c); err != nil {
+				t.Fatal(err)
+			}
+			if gotName != tc.wantName {
+				t.Fatalf("%s %+v", gotName, gotArgs)
+			}
+			if diff := cmp.Diff(tc.wantArgs, gotArgs); diff != "" {
+				t.Fatal(diff)
+			}
+		})
+	}
+}
+
+func TestTools(t *testing.T) {
+	t.Parallel()
+	want := []string{
+		"get_accounts",
+		"get_crypto_account_onboarding_info",
+		"get_limited_margin_upgrade_info",
+		"get_option_level_upgrade_info",
+		"get_pnl_trade_history",
+		"get_portfolio",
+		"get_realized_pnl",
+		"search",
+	}
+	got := append([]string(nil), accounts.Tools()...)
+	sort.Strings(got)
+	if diff := cmp.Diff(want, got); diff != "" {
+		t.Fatal(diff)
+	}
+}
+
+func TestAccounts_rhntest(t *testing.T) {
+	t.Parallel()
+	raw, err := os.ReadFile("testdata/accounts.json")
+	if err != nil {
+		t.Fatal(err)
+	}
+	s := rhntest.New(t)
+	s.Set("get_accounts", raw)
+	c := accounts.New(&client.Client{URL: s.URL})
+	got, err := c.Accounts(context.Background(), accounts.AccountsRequest{})
+	if err != nil {
+		t.Fatal(err)
+	}
+	if len(got.Accounts) != 1 {
+		t.Fatalf("%+v", got)
+	}
+	a := got.Accounts[0]
+	if a.ID != "acct-1" || a.Type != "cash" || !a.AgenticAllowed || !a.Cash {
+		t.Fatalf("%+v", a)
+	}
+	if a.BuyingPower == nil || !a.BuyingPower.Equal(decimal.RequireFromString("1000")) {
+		t.Fatalf("buying power %v", a.BuyingPower)
+	}
+}
+
+func TestPortfolio_rhntest(t *testing.T) {
+	t.Parallel()
+	s := rhntest.New(t)
+	s.Set("get_portfolio", json.RawMessage(`{"data":{"buying_power":{"buying_power":"1000.0"}}}`))
+	c := accounts.New(&client.Client{URL: s.URL})
+	got, err := c.Portfolio(context.Background(), accounts.PortfolioRequest{AccountNumber: "acct-1"})
+	if err != nil {
+		t.Fatal(err)
+	}
+	if !got.BuyingPower.Equal(decimal.RequireFromString("1000.0")) {
+		t.Fatalf("buying power %s", got.BuyingPower)
+	}
+}