robinhood-agentic-mcp/market/market.go

package market

import (
	"context"
	"encoding/json"
	"time"

	decimal "github.com/alpacahq/alpacadecimal"
	"s1d3sw1ped/robinhood-agentic-mcp/client"
	"s1d3sw1ped/robinhood-agentic-mcp/internal/wire"
)

const (
	toolIndexes               = "get_indexes"
	toolIndexQuotes           = "get_index_quotes"
	toolIndexHistoricals      = "get_index_historicals"
	toolFinancials            = "get_financials"
	toolEarningsResults       = "get_earnings_results"
	toolEarningsCalendar      = "get_earnings_calendar"
	toolSECFilingIndex        = "get_sec_filing_index"
	toolSECFiling             = "get_sec_filing"
	toolSECFilingFacts        = "get_sec_filing_facts"
	toolSECFilingFactsCatalog = "get_sec_filing_facts_catalog"
)

// IndexesRequest is the argument set for get_indexes.
type IndexesRequest struct {
	Symbols string // comma-separated; live schema is a string, not an array
}

// Index is one market index from get_indexes.
type Index struct {
	ID     string
	Symbol string
	Name   string
}

// IndexesResult is the parsed get_indexes payload.
type IndexesResult struct {
	Indexes []Index
}

// IndexQuotesRequest is the argument set for get_index_quotes.
type IndexQuotesRequest struct {
	InstrumentIDs []string
}

// IndexQuote is a live index level from get_index_quotes.
type IndexQuote struct {
	InstrumentID string
	Value        decimal.Decimal
	State        string
}

// IndexQuotesResult is the parsed get_index_quotes payload.
type IndexQuotesResult struct {
	Quotes []IndexQuote
}

// IndexHistoricalsRequest is the argument set for get_index_historicals.
type IndexHistoricalsRequest struct {
	InstrumentIDs []string
	StartTime     time.Time
	EndTime       time.Time
	Interval      string // required — no hidden default
}

// IndexBar is one OHLC bar from get_index_historicals.
type IndexBar struct {
	InstrumentID           string
	Time                   time.Time
	Open, High, Low, Close decimal.Decimal
	Interpolated           bool
}

// IndexHistoricalsResult is the parsed get_index_historicals payload.
type IndexHistoricalsResult struct {
	Bars []IndexBar
}

// FinancialsRequest is the argument set for get_financials.
type FinancialsRequest struct {
	Symbols []string
	Period  string
	Limit   int
}

// FinancialPeriod is one fiscal period from get_financials.
type FinancialPeriod struct {
	Symbol      string
	Period      string
	Revenue     decimal.Decimal
	GrossProfit decimal.Decimal
	NetIncome   decimal.Decimal
	NetMargin   decimal.Decimal
}

// FinancialsResult is the parsed get_financials payload.
type FinancialsResult struct {
	Periods []FinancialPeriod
}

// EarningsResultsRequest is the argument set for get_earnings_results.
type EarningsResultsRequest struct {
	Symbol string
}

// EarningsResultsResult is the parsed get_earnings_results payload.
type EarningsResultsResult struct {
	NextReportDate string `json:"next_report_date"`
	ReportDate     string `json:"report_date"`
}

// EarningsCalendarRequest is the argument set for get_earnings_calendar.
type EarningsCalendarRequest struct {
	StartDate string
	Days      int
	Filter    string
}

// EarningsEvent is one calendar row from get_earnings_calendar.
type EarningsEvent struct {
	Symbol     string
	ReportDate string
}

// EarningsCalendarResult is the parsed get_earnings_calendar payload.
type EarningsCalendarResult struct {
	Events []EarningsEvent
}

// SECFilingIndexRequest is the argument set for get_sec_filing_index.
type SECFilingIndexRequest struct {
	Symbol   string
	FormType []string
	Since    string
	Until    string
	Cursor   string
}

// SECFilingRef is one filing from get_sec_filing_index.
type SECFilingRef struct {
	FilingID string
	FormType string
	FiledAt  string
}

// SECFilingIndexResult is the parsed get_sec_filing_index payload.
type SECFilingIndexResult struct {
	Filings    []SECFilingRef
	NextCursor string
}

// SECFilingRequest is the argument set for get_sec_filing.
type SECFilingRequest struct {
	FilingID string
	Section  string
}

// SECSection is one table-of-contents row or section body.
type SECSection struct {
	ID    string
	Title string
	Text  string
}

// SECFilingResult is the parsed get_sec_filing payload.
type SECFilingResult struct {
	FilingID string
	Sections []SECSection
	Text     string
}

// SECFilingFactsRequest is the argument set for get_sec_filing_facts.
type SECFilingFactsRequest struct {
	FilingIDs []string
	Concepts  []string
}

// SECFilingFactsResult is the parsed get_sec_filing_facts payload.
type SECFact struct {
	Concept string
	Value   string
	Unit    string
}

type SECFilingFactsResult struct {
	Facts []SECFact
}

// SECFilingFactsCatalogRequest is the argument set for get_sec_filing_facts_catalog.
type SECFilingFactsCatalogRequest struct {
	FilingID        string
	ConceptContains string
	AxisNameIn      []string
	Offset          int
}

// SECFilingFactsCatalogResult is the parsed get_sec_filing_facts_catalog payload.
type SECConcept struct {
	Name string
}

type SECFilingFactsCatalogResult struct {
	Concepts []SECConcept
}

// Indexes calls get_indexes.
func (c *Client) Indexes(ctx context.Context, req IndexesRequest) (IndexesResult, error) {
	args := map[string]any{}
	if req.Symbols != "" {
		args["symbols"] = req.Symbols
	}
	var out IndexesResult
	if err := c.parse(ctx, toolIndexes, args, &out); err != nil {
		return IndexesResult{}, err
	}
	return out, nil
}

// IndexQuotes calls get_index_quotes.
func (c *Client) IndexQuotes(ctx context.Context, req IndexQuotesRequest) (IndexQuotesResult, error) {
	args := map[string]any{}
	if len(req.InstrumentIDs) > 0 {
		args["instrument_ids"] = req.InstrumentIDs
	}
	var out IndexQuotesResult
	if err := c.parse(ctx, toolIndexQuotes, args, &out); err != nil {
		return IndexQuotesResult{}, err
	}
	return out, nil
}

// IndexHistoricals calls get_index_historicals. start_time and interval are always sent (required; no hidden default).
func (c *Client) IndexHistoricals(ctx context.Context, req IndexHistoricalsRequest) (IndexHistoricalsResult, error) {
	args := map[string]any{
		"start_time": req.StartTime.UTC().Format(time.RFC3339),
		"interval":   req.Interval,
	}
	if len(req.InstrumentIDs) > 0 {
		args["instrument_ids"] = req.InstrumentIDs
	}
	if !req.EndTime.IsZero() {
		args["end_time"] = req.EndTime.UTC().Format(time.RFC3339)
	}
	var out IndexHistoricalsResult
	if err := c.parse(ctx, toolIndexHistoricals, args, &out); err != nil {
		return IndexHistoricalsResult{}, err
	}
	return out, nil
}

// Financials calls get_financials.
func (c *Client) Financials(ctx context.Context, req FinancialsRequest) (FinancialsResult, error) {
	args := map[string]any{}
	if len(req.Symbols) > 0 {
		args["symbols"] = req.Symbols
	}
	if req.Period != "" {
		args["period"] = req.Period
	}
	if req.Limit != 0 {
		args["limit"] = req.Limit
	}
	var out FinancialsResult
	if err := c.parse(ctx, toolFinancials, args, &out); err != nil {
		return FinancialsResult{}, err
	}
	return out, nil
}

// EarningsResults calls get_earnings_results.
func (c *Client) EarningsResults(ctx context.Context, req EarningsResultsRequest) (EarningsResultsResult, error) {
	args := map[string]any{}
	if req.Symbol != "" {
		args["symbol"] = req.Symbol
	}
	var out EarningsResultsResult
	if err := c.parse(ctx, toolEarningsResults, args, &out); err != nil {
		return EarningsResultsResult{}, err
	}
	return out, nil
}

// EarningsCalendar calls get_earnings_calendar.
func (c *Client) EarningsCalendar(ctx context.Context, req EarningsCalendarRequest) (EarningsCalendarResult, error) {
	args := map[string]any{}
	if req.StartDate != "" {
		args["start_date"] = req.StartDate
	}
	if req.Days != 0 {
		args["days"] = req.Days
	}
	if req.Filter != "" {
		args["filter"] = req.Filter
	}
	var out EarningsCalendarResult
	if err := c.parse(ctx, toolEarningsCalendar, args, &out); err != nil {
		return EarningsCalendarResult{}, err
	}
	return out, nil
}

// SECFilingIndex calls get_sec_filing_index.
func (c *Client) SECFilingIndex(ctx context.Context, req SECFilingIndexRequest) (SECFilingIndexResult, error) {
	args := map[string]any{}
	if req.Symbol != "" {
		args["symbol"] = req.Symbol
	}
	if len(req.FormType) > 0 {
		args["form_type"] = req.FormType
	}
	if req.Since != "" {
		args["since"] = req.Since
	}
	if req.Until != "" {
		args["until"] = req.Until
	}
	if req.Cursor != "" {
		args["cursor"] = req.Cursor
	}
	var out SECFilingIndexResult
	if err := c.parse(ctx, toolSECFilingIndex, args, &out); err != nil {
		return SECFilingIndexResult{}, err
	}
	return out, nil
}

// SECFiling calls get_sec_filing.
func (c *Client) SECFiling(ctx context.Context, req SECFilingRequest) (SECFilingResult, error) {
	args := map[string]any{}
	if req.FilingID != "" {
		args["filing_id"] = req.FilingID
	}
	if req.Section != "" {
		args["section"] = req.Section
	}
	var out SECFilingResult
	if err := c.parse(ctx, toolSECFiling, args, &out); err != nil {
		return SECFilingResult{}, err
	}
	return out, nil
}

// SECFilingFacts calls get_sec_filing_facts.
func (c *Client) SECFilingFacts(ctx context.Context, req SECFilingFactsRequest) (SECFilingFactsResult, error) {
	args := map[string]any{}
	if len(req.FilingIDs) > 0 {
		args["filing_ids"] = req.FilingIDs
	}
	if len(req.Concepts) > 0 {
		args["concepts"] = req.Concepts
	}
	var out SECFilingFactsResult
	if err := c.parse(ctx, toolSECFilingFacts, args, &out); err != nil {
		return SECFilingFactsResult{}, err
	}
	return out, nil
}

// SECFilingFactsCatalog calls get_sec_filing_facts_catalog.
func (c *Client) SECFilingFactsCatalog(ctx context.Context, req SECFilingFactsCatalogRequest) (SECFilingFactsCatalogResult, error) {
	args := map[string]any{}
	if req.FilingID != "" {
		args["filing_id"] = req.FilingID
	}
	if req.ConceptContains != "" {
		args["concept_contains"] = req.ConceptContains
	}
	if len(req.AxisNameIn) > 0 {
		args["axis_name_in"] = req.AxisNameIn
	}
	if req.Offset != 0 {
		args["offset"] = req.Offset
	}
	var out SECFilingFactsCatalogResult
	if err := c.parse(ctx, toolSECFilingFactsCatalog, args, &out); err != nil {
		return SECFilingFactsCatalogResult{}, err
	}
	return out, nil
}

func (c *Client) parse(ctx context.Context, tool string, args map[string]any, dest any) error {
	raw, err := c.c.Call(ctx, tool, args)
	if err != nil {
		return err
	}
	if err := json.Unmarshal(wire.Unwrap(raw), dest); err != nil {
		return client.ToolErrorf(tool, "parse: %w", err)
	}
	return nil
}