robinhood-agentic-mcp/accounts/accounts.go

package accounts

import (
	"context"
	"encoding/json"

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

const (
	toolAccounts             = "get_accounts"
	toolPortfolio            = "get_portfolio"
	toolRealizedPnL          = "get_realized_pnl"
	toolPnLTradeHistory      = "get_pnl_trade_history"
	toolLimitedMarginUpgrade = "get_limited_margin_upgrade_info"
	toolOptionLevelUpgrade   = "get_option_level_upgrade_info"
	toolCryptoOnboarding     = "get_crypto_account_onboarding_info"
	toolSearch               = "search"
)

// AccountsRequest is the argument set for get_accounts (none).
type AccountsRequest struct{}

// Account is one brokerage account from get_accounts.
type Account struct {
	AccountNumber    string
	ID               string
	RHSAccountNumber string
	Type             string
	AgenticAllowed   bool
	Cash             bool
	BuyingPower      *decimal.Decimal
}

// AccountsResult is the parsed get_accounts payload.
type AccountsResult struct {
	Accounts []Account
}

// PortfolioRequest is the argument set for get_portfolio.
type PortfolioRequest struct {
	AccountNumber string
}

// PortfolioResult is the parsed get_portfolio payload.
type PortfolioResult struct {
	BuyingPower decimal.Decimal
}

// RealizedPnLRequest is the argument set for get_realized_pnl.
type RealizedPnLRequest struct {
	AccountNumber   string
	Span            string
	StartDate       string
	EndDate         string
	AssetClasses    []string
	DisplayCurrency string
	Timezone        string
}

// PnLBucket is one span bucket from get_realized_pnl.
type PnLBucket struct {
	Label   string
	Amount  decimal.Decimal
	Percent decimal.Decimal
	Trades  int
}

// RealizedPnLResult is the parsed get_realized_pnl payload.
type RealizedPnLResult struct {
	Total   decimal.Decimal
	Percent decimal.Decimal
	Buckets []PnLBucket
}

// PnLTradeHistoryRequest is the argument set for get_pnl_trade_history.
type PnLTradeHistoryRequest struct {
	AccountNumber string
	Span          string
	Symbol        string
	Cursor        string
}

// PnLTrade is one realizing trade from get_pnl_trade_history.
type PnLTrade struct {
	Symbol   string
	Side     string
	Quantity decimal.Decimal
	Price    decimal.Decimal
	PnL      decimal.Decimal
}

// PnLTradeHistoryResult is the parsed get_pnl_trade_history payload.
type PnLTradeHistoryResult struct {
	Trades     []PnLTrade
	NextCursor string
}

// AccountNumberRequest is a single account_number argument.
type AccountNumberRequest struct {
	AccountNumber string
}

// UpgradeInfoResult is the parsed upgrade-info payload.
type UpgradeInfoResult struct {
	URL       string
	WebURL    string
	MobileURL string
}

// OnboardingInfoResult is the parsed crypto onboarding payload.
type OnboardingInfoResult struct {
	URL    string
	WebURL string
}

// SearchRequest is the argument set for search.
type SearchRequest struct {
	Query     string
	AssetType string
	Limit     int
}

// SearchHit is one instrument/pair/index from search.
type SearchHit struct {
	Symbol       string
	Name         string
	ID           string
	InstrumentID string
}

// SearchResult is the parsed search payload.
type SearchResult struct {
	Results []SearchHit
}

// Accounts calls get_accounts and returns every account (no IRA/margin filter).
func (c *Client) Accounts(ctx context.Context, req AccountsRequest) (AccountsResult, error) {
	raw, err := c.c.Call(ctx, toolAccounts, map[string]any{})
	if err != nil {
		return AccountsResult{}, err
	}
	var wrap struct {
		Accounts []struct {
			AccountNumber    string `json:"account_number"`
			ID               string `json:"id"`
			RHSAccountNumber string `json:"rhs_account_number"`
			Type             string `json:"type"`
			AgenticAllowed   bool   `json:"agentic_allowed"`
			Cash             bool   `json:"cash"`
			BuyingPower      any    `json:"buying_power"`
		} `json:"accounts"`
	}
	if err := json.Unmarshal(wire.Unwrap(raw), &wrap); err != nil {
		return AccountsResult{}, client.ToolErrorf(toolAccounts, "parse: %w", err)
	}
	out := make([]Account, 0, len(wrap.Accounts))
	for _, a := range wrap.Accounts {
		bp, err := wire.DecOpt(a.BuyingPower)
		if err != nil {
			return AccountsResult{}, client.ToolErrorf(toolAccounts, "parse: %w", err)
		}
		out = append(out, Account{
			AccountNumber:    a.AccountNumber,
			ID:               a.ID,
			RHSAccountNumber: a.RHSAccountNumber,
			Type:             a.Type,
			AgenticAllowed:   a.AgenticAllowed,
			Cash:             a.Cash,
			BuyingPower:      bp,
		})
	}
	return AccountsResult{Accounts: out}, nil
}

// Portfolio calls get_portfolio.
func (c *Client) Portfolio(ctx context.Context, req PortfolioRequest) (PortfolioResult, error) {
	args := map[string]any{}
	if req.AccountNumber != "" {
		args["account_number"] = req.AccountNumber
	}
	raw, err := c.c.Call(ctx, toolPortfolio, args)
	if err != nil {
		return PortfolioResult{}, err
	}
	var loose struct {
		BuyingPower struct {
			BuyingPower any `json:"buying_power"`
		} `json:"buying_power"`
	}
	if err := json.Unmarshal(wire.Unwrap(raw), &loose); err != nil {
		return PortfolioResult{}, client.ToolErrorf(toolPortfolio, "parse: %w", err)
	}
	bp, err := wire.Dec(loose.BuyingPower.BuyingPower)
	if err != nil {
		return PortfolioResult{}, client.ToolErrorf(toolPortfolio, "parse: %w", err)
	}
	return PortfolioResult{BuyingPower: bp}, nil
}

// RealizedPnL calls get_realized_pnl.
func (c *Client) RealizedPnL(ctx context.Context, req RealizedPnLRequest) (RealizedPnLResult, error) {
	args := map[string]any{}
	if req.AccountNumber != "" {
		args["account_number"] = req.AccountNumber
	}
	if req.Span != "" {
		args["span"] = req.Span
	}
	if req.StartDate != "" {
		args["start_date"] = req.StartDate
	}
	if req.EndDate != "" {
		args["end_date"] = req.EndDate
	}
	if len(req.AssetClasses) > 0 {
		args["asset_classes"] = req.AssetClasses
	}
	if req.DisplayCurrency != "" {
		args["display_currency"] = req.DisplayCurrency
	}
	if req.Timezone != "" {
		args["timezone"] = req.Timezone
	}
	var out RealizedPnLResult
	if err := c.parse(ctx, toolRealizedPnL, args, &out); err != nil {
		return RealizedPnLResult{}, err
	}
	return out, nil
}

// PnLTradeHistory calls get_pnl_trade_history.
func (c *Client) PnLTradeHistory(ctx context.Context, req PnLTradeHistoryRequest) (PnLTradeHistoryResult, error) {
	args := map[string]any{}
	if req.AccountNumber != "" {
		args["account_number"] = req.AccountNumber
	}
	if req.Span != "" {
		args["span"] = req.Span
	}
	if req.Symbol != "" {
		args["symbol"] = req.Symbol
	}
	if req.Cursor != "" {
		args["cursor"] = req.Cursor
	}
	var out PnLTradeHistoryResult
	if err := c.parse(ctx, toolPnLTradeHistory, args, &out); err != nil {
		return PnLTradeHistoryResult{}, err
	}
	return out, nil
}

// LimitedMarginUpgradeInfo calls get_limited_margin_upgrade_info.
func (c *Client) LimitedMarginUpgradeInfo(ctx context.Context, req AccountNumberRequest) (UpgradeInfoResult, error) {
	return c.upgradeInfo(ctx, toolLimitedMarginUpgrade, req)
}

// OptionLevelUpgradeInfo calls get_option_level_upgrade_info.
func (c *Client) OptionLevelUpgradeInfo(ctx context.Context, req AccountNumberRequest) (UpgradeInfoResult, error) {
	return c.upgradeInfo(ctx, toolOptionLevelUpgrade, req)
}

func (c *Client) upgradeInfo(ctx context.Context, tool string, req AccountNumberRequest) (UpgradeInfoResult, error) {
	args := map[string]any{}
	if req.AccountNumber != "" {
		args["account_number"] = req.AccountNumber
	}
	var out UpgradeInfoResult
	if err := c.parse(ctx, tool, args, &out); err != nil {
		return UpgradeInfoResult{}, err
	}
	return out, nil
}

// CryptoOnboardingInfo calls get_crypto_account_onboarding_info.
func (c *Client) CryptoOnboardingInfo(ctx context.Context, req struct{}) (OnboardingInfoResult, error) {
	var out OnboardingInfoResult
	if err := c.parse(ctx, toolCryptoOnboarding, map[string]any{}, &out); err != nil {
		return OnboardingInfoResult{}, err
	}
	return out, nil
}

// Search calls search.
func (c *Client) Search(ctx context.Context, req SearchRequest) (SearchResult, error) {
	args := map[string]any{}
	if req.Query != "" {
		args["query"] = req.Query
	}
	if req.AssetType != "" {
		args["asset_type"] = req.AssetType
	}
	if req.Limit != 0 {
		args["limit"] = req.Limit
	}
	var out SearchResult
	if err := c.parse(ctx, toolSearch, args, &out); err != nil {
		return SearchResult{}, 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
}