from __future__ import annotations
import datetime
from enum import Enum
from typing import Any
import pytest
from schwab_mcp.tools import transactions
from conftest import make_ctx, run
class DummyTransactionsClient:
class Transactions:
TransactionType = Enum(
"TransactionType",
"TRADE DIVIDEND_OR_INTEREST ACH_RECEIPT ACH_DISBURSEMENT",
)
def __init__(self):
self.captured: dict[str, Any] = {}
async def get_transactions(self, *args, **kwargs):
self.captured = {"method": "get_transactions", "args": args, "kwargs": kwargs}
return None
async def get_transaction(self, *args, **kwargs):
self.captured = {"method": "get_transaction", "args": args, "kwargs": kwargs}
return None
class TestGetTransactions:
@pytest.fixture
def client(self):
return DummyTransactionsClient()
@pytest.fixture
def ctx(self, client):
return make_ctx(client)
def test_calls_client_with_account_hash(
self, monkeypatch, ctx, client, fake_call_factory
):
captured, fake_call = fake_call_factory(return_value=[])
monkeypatch.setattr(transactions, "call", fake_call)
result = run(transactions.get_transactions(ctx, "hash123"))
assert result == []
assert captured["args"] == ("hash123",)
assert captured["kwargs"]["start_date"] is None
assert captured["kwargs"]["end_date"] is None
assert captured["kwargs"]["transaction_types"] is None
assert captured["kwargs"]["symbol"] is None
def test_parses_date_strings(self, monkeypatch, ctx, client, fake_call_factory):
captured, fake_call = fake_call_factory(return_value=[])
monkeypatch.setattr(transactions, "call", fake_call)
run(
transactions.get_transactions(
ctx,
"hash123",
start_date="2024-01-15",
end_date="2024-02-15",
)
)
assert captured["kwargs"]["start_date"] == datetime.date(2024, 1, 15)
assert captured["kwargs"]["end_date"] == datetime.date(2024, 2, 15)
def test_maps_single_transaction_type_string(
self, monkeypatch, ctx, client, fake_call_factory
):
captured, fake_call = fake_call_factory(return_value=[])
monkeypatch.setattr(transactions, "call", fake_call)
run(
transactions.get_transactions(
ctx,
"hash123",
transaction_type="trade",
)
)
assert captured["kwargs"]["transaction_types"] == [
client.Transactions.TransactionType.TRADE
]
def test_maps_comma_separated_transaction_types(
self, monkeypatch, ctx, client, fake_call_factory
):
captured, fake_call = fake_call_factory(return_value=[])
monkeypatch.setattr(transactions, "call", fake_call)
run(
transactions.get_transactions(
ctx,
"hash123",
transaction_type="trade, dividend_or_interest",
)
)
assert captured["kwargs"]["transaction_types"] == [
client.Transactions.TransactionType.TRADE,
client.Transactions.TransactionType.DIVIDEND_OR_INTEREST,
]
def test_maps_list_of_transaction_types(
self, monkeypatch, ctx, client, fake_call_factory
):
captured, fake_call = fake_call_factory(return_value=[])
monkeypatch.setattr(transactions, "call", fake_call)
run(
transactions.get_transactions(
ctx,
"hash123",
transaction_type=["ACH_RECEIPT", "ACH_DISBURSEMENT"],
)
)
assert captured["kwargs"]["transaction_types"] == [
client.Transactions.TransactionType.ACH_RECEIPT,
client.Transactions.TransactionType.ACH_DISBURSEMENT,
]
def test_passes_symbol_filter(self, monkeypatch, ctx, client, fake_call_factory):
captured, fake_call = fake_call_factory(return_value=[])
monkeypatch.setattr(transactions, "call", fake_call)
run(
transactions.get_transactions(
ctx,
"hash123",
symbol="SPY",
)
)
assert captured["kwargs"]["symbol"] == "SPY"
def test_all_parameters_combined(self, monkeypatch, ctx, client, fake_call_factory):
captured, fake_call = fake_call_factory(return_value=[{"id": "txn1"}])
monkeypatch.setattr(transactions, "call", fake_call)
result = run(
transactions.get_transactions(
ctx,
"hash456",
start_date="2024-03-01",
end_date="2024-03-31",
transaction_type=["TRADE"],
symbol="AAPL",
)
)
assert result == [{"id": "txn1"}]
assert captured["args"] == ("hash456",)
assert captured["kwargs"]["start_date"] == datetime.date(2024, 3, 1)
assert captured["kwargs"]["end_date"] == datetime.date(2024, 3, 31)
assert captured["kwargs"]["transaction_types"] == [
client.Transactions.TransactionType.TRADE
]
assert captured["kwargs"]["symbol"] == "AAPL"
class TestGetTransaction:
@pytest.fixture
def client(self):
return DummyTransactionsClient()
@pytest.fixture
def ctx(self, client):
return make_ctx(client)
def test_calls_client_with_correct_args(
self, monkeypatch, ctx, client, fake_call_factory
):
captured, fake_call = fake_call_factory(
return_value={"transactionId": "txn123", "type": "TRADE"}
)
monkeypatch.setattr(transactions, "call", fake_call)
result = run(transactions.get_transaction(ctx, "hash123", "txn456"))
assert result == {"transactionId": "txn123", "type": "TRADE"}
assert captured["func"] == client.get_transaction
assert captured["args"] == ("hash123", "txn456")
