from __future__ import annotations
import asyncio
from enum import Enum
from types import SimpleNamespace
from typing import Any
from schwab_mcp.tools import account
from conftest import make_ctx
def run(coro):
return asyncio.run(coro)
class DummyAccountClient:
Account = SimpleNamespace(
Fields=Enum("Fields", "POSITIONS"),
)
def __init__(self):
self.captured: dict[str, Any] = {}
async def get_account_numbers(self, *args, **kwargs):
self.captured = {
"method": "get_account_numbers",
"args": args,
"kwargs": kwargs,
}
return None
async def get_accounts(self, *args, **kwargs):
self.captured = {"method": "get_accounts", "args": args, "kwargs": kwargs}
return None
async def get_account(self, *args, **kwargs):
self.captured = {"method": "get_account", "args": args, "kwargs": kwargs}
return None
async def get_user_preferences(self, *args, **kwargs):
self.captured = {
"method": "get_user_preferences",
"args": args,
"kwargs": kwargs,
}
return None
class TestGetAccountNumbers:
def test_calls_client_method(self, monkeypatch):
captured: dict[str, Any] = {}
async def fake_call(func, *args, **kwargs):
captured["func_name"] = func.__name__
return [{"accountNumber": "123", "hashValue": "abc123"}]
monkeypatch.setattr(account, "call", fake_call)
client = DummyAccountClient()
ctx = make_ctx(client)
result = run(account.get_account_numbers(ctx))
assert result == [{"accountNumber": "123", "hashValue": "abc123"}]
assert captured["func_name"] == "get_account_numbers"
class TestGetAccounts:
def test_calls_client_method(self, monkeypatch):
captured: dict[str, Any] = {}
async def fake_call(func, *args, **kwargs):
captured["func_name"] = func.__name__
captured["kwargs"] = kwargs
return [{"securitiesAccount": {"accountNumber": "123"}}]
monkeypatch.setattr(account, "call", fake_call)
client = DummyAccountClient()
ctx = make_ctx(client)
result = run(account.get_accounts(ctx))
assert result == [{"securitiesAccount": {"accountNumber": "123"}}]
assert captured["func_name"] == "get_accounts"
class TestGetAccountsWithPositions:
def test_calls_client_with_positions_field(self, monkeypatch):
captured: dict[str, Any] = {}
async def fake_call(func, *args, **kwargs):
captured["func_name"] = func.__name__
captured["kwargs"] = kwargs
return [{"securitiesAccount": {"positions": []}}]
monkeypatch.setattr(account, "call", fake_call)
client = DummyAccountClient()
ctx = make_ctx(client)
result = run(account.get_accounts_with_positions(ctx))
assert result == [{"securitiesAccount": {"positions": []}}]
assert captured["func_name"] == "get_accounts"
assert captured["kwargs"]["fields"] == [client.Account.Fields.POSITIONS]
class TestGetAccount:
def test_calls_client_with_account_hash(self, monkeypatch):
captured: dict[str, Any] = {}
async def fake_call(func, *args, **kwargs):
captured["func_name"] = func.__name__
captured["args"] = args
return {"securitiesAccount": {"accountNumber": "456"}}
monkeypatch.setattr(account, "call", fake_call)
client = DummyAccountClient()
ctx = make_ctx(client)
result = run(account.get_account(ctx, "hash456"))
assert result == {"securitiesAccount": {"accountNumber": "456"}}
assert captured["func_name"] == "get_account"
assert captured["args"] == ("hash456",)
class TestGetAccountWithPositions:
def test_calls_client_with_hash_and_positions_field(self, monkeypatch):
captured: dict[str, Any] = {}
async def fake_call(func, *args, **kwargs):
captured["func_name"] = func.__name__
captured["args"] = args
captured["kwargs"] = kwargs
return {"securitiesAccount": {"positions": [{"symbol": "SPY"}]}}
monkeypatch.setattr(account, "call", fake_call)
client = DummyAccountClient()
ctx = make_ctx(client)
result = run(account.get_account_with_positions(ctx, "hash789"))
assert result == {"securitiesAccount": {"positions": [{"symbol": "SPY"}]}}
assert captured["func_name"] == "get_account"
assert captured["args"] == ("hash789",)
assert captured["kwargs"]["fields"] == [client.Account.Fields.POSITIONS]
class TestGetUserPreferences:
def test_calls_client_method(self, monkeypatch):
captured: dict[str, Any] = {}
async def fake_call(func, *args, **kwargs):
captured["func_name"] = func.__name__
return {"accounts": [{"displayAcctId": "...1234"}]}
monkeypatch.setattr(account, "call", fake_call)
client = DummyAccountClient()
ctx = make_ctx(client)
result = run(account.get_user_preferences(ctx))
assert result == {"accounts": [{"displayAcctId": "...1234"}]}
assert captured["func_name"] == "get_user_preferences"
