Mercurial

annotate schwab_trader/schwab_client_test.py @ 249:c5129452493e

Find changesets by keywords (author, files, the commit message), revision number or hash, or revset expression.
[deploy] Bundle Mercurial with hg-web Co-authored-by: Copilot <[email protected]>
author MrJuneJune <me@mrjunejune.com>
date Tue, 04 Aug 2026 04:16:45 -0700
parents eb8b4230fdb9
children
Ignore whitespace changes - Everywhere: Within whitespace: At end of lines:
rev   line source
220
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
1 import os
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
2 import tempfile
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
3 import unittest
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
4 from pathlib import Path
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
5 from urllib.parse import parse_qs, urlparse
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
6
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
7 from schwab_trader.schwab_client import (
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
8 SchwabConfig,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
9 SchwabError,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
10 build_authorization_url,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
11 build_equity_order,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
12 extract_authorization_code,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
13 save_tokens,
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
14 )
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
15
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
16
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
17 class SchwabClientTest(unittest.TestCase):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
18 def test_authorization_url_contains_oauth_params(self):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
19 url = build_authorization_url("app-key", "https://127.0.0.1/callback", "state-1")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
20 parsed = urlparse(url)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
21 params = parse_qs(parsed.query)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
22
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
23 self.assertEqual("https", parsed.scheme)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
24 self.assertEqual("api.schwabapi.com", parsed.netloc)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
25 self.assertEqual(["code"], params["response_type"])
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
26 self.assertEqual(["app-key"], params["client_id"])
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
27 self.assertEqual(["https://127.0.0.1/callback"], params["redirect_uri"])
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
28 self.assertEqual(["state-1"], params["state"])
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
29
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
30 def test_extract_authorization_code_from_callback_url(self):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
31 code = extract_authorization_code("https://127.0.0.1/callback?code=abc%40123&state=x")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
32 self.assertEqual("abc@123", code)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
33
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
34 def test_build_market_equity_order(self):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
35 order = build_equity_order("buy", "aapl", 1)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
36
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
37 self.assertEqual("MARKET", order["orderType"])
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
38 self.assertEqual("BUY", order["orderLegCollection"][0]["instruction"])
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
39 self.assertEqual("AAPL", order["orderLegCollection"][0]["instrument"]["symbol"])
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
40 self.assertNotIn("price", order)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
41
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
42 def test_limit_order_requires_price(self):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
43 with self.assertRaises(SchwabError):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
44 build_equity_order("SELL", "MSFT", 2, order_type="LIMIT")
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
45
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
46 def test_save_tokens_uses_owner_only_permissions(self):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
47 with tempfile.TemporaryDirectory() as temp_dir:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
48 token_file = Path(temp_dir) / "tokens.json"
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
49 save_tokens(token_file, {"access_token": "x"})
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
50
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
51 self.assertEqual(0o600, token_file.stat().st_mode & 0o777)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
52
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
53 def test_config_from_env_requires_credentials(self):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
54 old_env = os.environ.copy()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
55 try:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
56 for key in ("SCHWAB_APP_KEY", "SCHWAB_APP_SECRET", "SCHWAB_REDIRECT_URI"):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
57 os.environ.pop(key, None)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
58 with self.assertRaises(SchwabError):
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
59 SchwabConfig.from_env()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
60 finally:
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
61 os.environ.clear()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
62 os.environ.update(old_env)
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
63
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
64
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
65 if __name__ == "__main__":
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
66 unittest.main()
eb8b4230fdb9 [schwab-trader] Add guarded trading experiment
MrJuneJune <me@mrjunejune.com>
parents:
diff changeset
67