Class: SchwabMCP::Tools::ListAccountOrdersTool

Inherits:
MCP::Tool
  • Object
show all
Extended by:
Loggable
Defined in:
lib/schwab_mcp/tools/list_account_orders_tool.rb

Class Method Summary collapse

Methods included from Loggable

log_debug, log_error, log_fatal, log_info, log_warn, logger

Class Method Details

.call(account_name:, max_results: nil, from_date: nil, to_date: nil, status: nil, server_context:) ⇒ Object 



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# File 'lib/schwab_mcp/tools/list_account_orders_tool.rb', line 75

def self.call(account_name:, max_results: nil, from_date: nil, to_date: nil, status: nil, server_context:)
  log_info("Listing orders for account name: #{}")

  unless .end_with?('_ACCOUNT')
    log_error("Invalid account name format: #{}")
    return MCP::Tool::Response.new([{
      type: "text",
      text: "**Error**: Account name must end with '_ACCOUNT'. Example: 'TRADING_BROKERAGE_ACCOUNT'"
    }])
  end

  begin
    client = SchwabClientFactory.create_client
    return SchwabClientFactory.client_error_response unless client

    available_accounts = client.
    unless available_accounts.include?()
      log_error("Account name '#{}' not found in configured accounts")
      return MCP::Tool::Response.new([{
        type: "text",
        text: "**Error**: Account name '#{}' not found in configured accounts.\n\nAvailable accounts: #{available_accounts.join(', ')}\n\nTo configure: Add the account to your schwab_rb configuration file."
      }])
    end

    log_debug("Using account name: #{}")

    from_datetime = nil
    to_datetime = nil

    if from_date
      begin
        from_datetime = DateTime.parse("#{from_date}T00:00:00Z")
      rescue Date::Error => e
        log_error("Invalid from_date format: #{from_date}")
        return MCP::Tool::Response.new([{
          type: "text",
          text: "**Error**: Invalid from_date format. Use YYYY-MM-DD format."
        }])
      end
    end

    if to_date
      begin
        to_datetime = DateTime.parse("#{to_date}T23:59:59Z")
      rescue Date::Error => e
        log_error("Invalid to_date format: #{to_date}")
        return MCP::Tool::Response.new([{
          type: "text",
          text: "**Error**: Invalid to_date format. Use YYYY-MM-DD format."
        }])
      end
    end

    log_debug("Fetching orders with params - max_results: #{max_results}, from_datetime: #{from_datetime}, to_datetime: #{to_datetime}, status: #{status}")

    orders = client.(
      account_name: ,
      max_results: max_results,
      from_entered_datetime: from_datetime,
      to_entered_datetime: to_datetime,
      status: status
    )

    if orders
      log_info("Successfully retrieved orders for #{}")

      formatted_response = format_orders_data(orders, , {
        max_results: max_results,
        from_date: from_date,
        to_date: to_date,
        status: status
      })

      MCP::Tool::Response.new([{
        type: "text",
        text: formatted_response
      }])
    else
      log_warn("Empty response from Schwab API for account: #{}")
      MCP::Tool::Response.new([{
        type: "text",
        text: "**No Data**: Empty response from Schwab API for account: #{}"
      }])
    end

  rescue => e
    log_error("Error retrieving orders for #{}: #{e.message}")
    log_debug("Backtrace: #{e.backtrace.first(3).join('\n')}")
    MCP::Tool::Response.new([{
      type: "text",
      text: "**Error** retrieving orders for #{}: #{e.message}\n\n#{e.backtrace.first(3).join('\n')}"
    }])
  end
end