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annotate schwab_trader/schwab_cli.py @ 227:8bb0ac8f4587

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[hg-web] Add Bazel deployment target
author MrJuneJune <me@mrjunejune.com>
date Sun, 02 Aug 2026 16:31:44 -0700
parents eb8b4230fdb9
children
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1 from __future__ import annotations
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2
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3 import argparse
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4 import json
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5 import sys
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6
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7 from schwab_trader.schwab_client import (
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8 SchwabConfig,
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9 SchwabError,
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10 build_authorization_url,
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11 build_equity_order,
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12 exchange_code_for_tokens,
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13 get_account,
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14 get_account_numbers,
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15 get_accounts,
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16 load_tokens,
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17 place_order,
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18 refresh_tokens,
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19 save_tokens,
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20 )
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21
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22
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23 def main(argv: list[str] | None = None) -> int:
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24 parser = argparse.ArgumentParser(
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25 description="Safe Schwab Trader API helper. This tool never chooses trades for you.",
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26 )
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27 subparsers = parser.add_subparsers(dest="command", required=True)
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28
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29 auth_url = subparsers.add_parser("auth-url", help="Print the Schwab OAuth authorization URL")
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30 auth_url.add_argument("--state", help="Optional OAuth state value")
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31
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32 token = subparsers.add_parser("token", help="Exchange an authorization code/callback URL for tokens")
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33 token.add_argument("--code", required=True, help="Authorization code or full callback URL")
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34
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35 subparsers.add_parser("refresh", help="Refresh and save tokens")
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36
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37 subparsers.add_parser("account-numbers", help="Print Schwab account-number/account-hash mapping")
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38
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39 accounts = subparsers.add_parser("accounts", help="Print account data")
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40 accounts.add_argument("--positions", action="store_true", help="Include positions if API permissions allow it")
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41
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42 account = subparsers.add_parser("account", help="Print one account by account hash")
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43 account.add_argument("--account-hash", required=True)
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44 account.add_argument("--positions", action="store_true", help="Include positions if API permissions allow it")
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45
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46 build_order = subparsers.add_parser("build-equity-order", help="Build and print a stock order JSON payload")
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47 _add_order_args(build_order)
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48
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49 place_equity = subparsers.add_parser(
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50 "place-equity-order",
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51 help="Place a user-specified stock order; defaults to dry-run output only",
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52 )
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53 _add_order_args(place_equity)
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54 place_equity.add_argument("--account-hash", required=True)
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55 place_equity.add_argument("--live", action="store_true", help="Actually submit the order to Schwab")
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56 place_equity.add_argument(
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57 "--confirm-live-trade",
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58 action="store_true",
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59 help="Required with --live to reduce accidental orders",
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60 )
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61
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62 args = parser.parse_args(argv)
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63
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64 try:
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65 if args.command == "auth-url":
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66 config = SchwabConfig.from_env()
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67 print(build_authorization_url(config.app_key, config.redirect_uri, args.state))
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68 return 0
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69
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70 if args.command == "token":
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71 config = SchwabConfig.from_env()
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72 tokens = exchange_code_for_tokens(config, args.code)
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73 save_tokens(config.token_file, tokens)
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74 print(f"Saved tokens to {config.token_file}")
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75 return 0
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76
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77 if args.command == "refresh":
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78 config = SchwabConfig.from_env()
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79 tokens = refresh_tokens(config)
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80 save_tokens(config.token_file, tokens)
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81 print(f"Refreshed tokens in {config.token_file}")
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82 return 0
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83
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84 if args.command == "account-numbers":
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85 config = SchwabConfig.from_env()
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86 access_token = _load_access_token(config)
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87 _print_json(get_account_numbers(access_token).body)
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88 return 0
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89
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90 if args.command == "accounts":
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91 config = SchwabConfig.from_env()
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92 access_token = _load_access_token(config)
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93 fields = "positions" if args.positions else None
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94 _print_json(get_accounts(access_token, fields).body)
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95 return 0
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96
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97 if args.command == "account":
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98 config = SchwabConfig.from_env()
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99 access_token = _load_access_token(config)
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100 fields = "positions" if args.positions else None
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101 _print_json(get_account(access_token, args.account_hash, fields).body)
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102 return 0
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103
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104 if args.command == "build-equity-order":
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105 order = _build_order_from_args(args)
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106 _print_json(order)
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107 return 0
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108
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109 if args.command == "place-equity-order":
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110 order = _build_order_from_args(args)
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111 if not args.live:
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112 print("DRY RUN: order was not sent. Add --live --confirm-live-trade to submit.")
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113 _print_json(order)
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114 return 0
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115 if not args.confirm_live_trade:
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116 raise SchwabError("--live requires --confirm-live-trade")
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117
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118 config = SchwabConfig.from_env()
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119 access_token = _load_access_token(config)
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120 response = place_order(access_token, args.account_hash, order)
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121 print(f"Schwab order response status: {response.status}")
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122 location = response.headers.get("Location")
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123 if location:
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124 print(f"Order location: {location}")
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125 if response.body is not None:
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126 _print_json(response.body)
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127 return 0
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128
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129 raise SchwabError(f"Unknown command: {args.command}")
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130 except SchwabError as error:
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131 print(f"error: {error}", file=sys.stderr)
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132 return 1
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133
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134
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135 def _add_order_args(parser: argparse.ArgumentParser) -> None:
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136 parser.add_argument("--action", required=True, choices=["BUY", "SELL", "buy", "sell"])
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137 parser.add_argument("--symbol", required=True)
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138 parser.add_argument("--quantity", required=True, type=float)
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139 parser.add_argument("--order-type", default="MARKET", choices=["MARKET", "LIMIT", "market", "limit"])
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140 parser.add_argument("--price", type=float, help="Required for LIMIT orders; invalid for MARKET orders")
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141 parser.add_argument("--duration", default="DAY")
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142 parser.add_argument("--session", default="NORMAL")
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143
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144
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145 def _build_order_from_args(args: argparse.Namespace) -> dict:
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146 return build_equity_order(
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147 action=args.action,
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148 symbol=args.symbol,
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149 quantity=args.quantity,
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150 order_type=args.order_type,
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151 price=args.price,
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152 duration=args.duration,
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153 session=args.session,
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154 )
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155
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156
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157 def _load_access_token(config: SchwabConfig) -> str:
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158 tokens = load_tokens(config.token_file)
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159 access_token = tokens.get("access_token")
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160 if not access_token:
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161 raise SchwabError(f"No access_token in {config.token_file}")
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162 return access_token
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163
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164
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165 def _print_json(value: object) -> None:
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166 print(json.dumps(value, indent=2, sort_keys=True))
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167
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168
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169 if __name__ == "__main__":
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170 raise SystemExit(main())
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171