use clap::{ArgGroup, Args, Parser, Subcommand};
/// Agent-oriented JSON CLI porcelain for Charles Schwab workflows.
#[derive(Debug, Parser)]
#[command(
name = "schwab-agent",
version,
about = "Agent-oriented JSON CLI porcelain for Charles Schwab workflows",
long_about = "All normal command output is compact JSON. Use --help on any command for examples and flags. Trading commands intentionally start with draft and validate workflows before placement.",
arg_required_else_help = true,
propagate_version = true,
help_template = "{name} {version}\n{about-section}\n{usage-heading} {usage}\n\n{all-args}{tab}"
)]
pub struct Cli {
#[command(subcommand)]
pub command: Command,
}
impl Cli {
/// Returns the stable dotted command name used in JSON envelopes.
#[must_use]
pub fn command_name(&self) -> &'static str {
match &self.command {
Command::Analyze(_) => "analyze",
Command::Auth(AuthCommand::Status) => "auth.status",
Command::Auth(AuthCommand::Login(_)) => "auth.login",
Command::Auth(AuthCommand::LoginUrl(_)) => "auth.login_url",
Command::Auth(AuthCommand::Exchange(_)) => "auth.exchange",
Command::Auth(AuthCommand::Refresh) => "auth.refresh",
Command::Option(OptionCommand::Expirations(_)) => "option.expirations",
Command::Option(OptionCommand::Chain(_)) => "option.chain",
Command::Option(OptionCommand::Screen(_)) => "option.screen",
Command::Option(OptionCommand::Contract(_)) => "option.contract",
Command::Market(MarketCommand::History(_)) => "market.history",
Command::Market(MarketCommand::Quote(_)) => "market.quote",
Command::Order(_) => "order",
Command::Ta(TaCommand::Dashboard(_)) => "ta.dashboard",
Command::Ta(TaCommand::ExpectedMove(_)) => "ta.expected-move",
Command::Account(_) => "account",
}
}
}
/// Top-level command groups.
#[derive(Debug, Subcommand)]
pub enum Command {
/// Multi-symbol analysis combining quote and technical analysis dashboard.
Analyze(AnalyzeArgs),
/// Authentication commands for token setup and inspection.
#[command(subcommand)]
Auth(AuthCommand),
/// Market-data workflows with compact JSON summaries.
#[command(subcommand)]
Market(MarketCommand),
/// Option chain, screening, and contract lookup workflows.
#[command(subcommand)]
Option(OptionCommand),
/// Unified order construction, preview, placement, and lifecycle workflows.
#[command(subcommand)]
Order(OrderCommand),
/// Technical analysis indicator workflows.
#[command(subcommand)]
Ta(TaCommand),
/// Account discovery, balances, positions, and resolution workflows.
///
/// Without a selector, returns account hashes, nicknames, balance summaries
/// (margin or cash), day-trader and closing-only flags, and optionally open
/// positions. With a selector alone, resolves an account hash or nickname to
/// its canonical account hash. With a selector plus `--positions`, returns
/// the matching account summary.
#[command(after_help = "LLM workflow:\n \
schwab-agent account\n \
List account hashes, nicknames, account types, balance summaries, and account flags for every linked account.\n\n \
schwab-agent account --positions\n \
Include holdings as compact position objects for every linked account. Use this before allocation or order-planning decisions.\n\n \
schwab-agent account HASH_OR_NICKNAME\n \
Resolve a raw account hash or unique nickname to the canonical hash for --account on stock and order commands.\n\n \
schwab-agent account HASH_OR_NICKNAME --positions\n \
Return the selected account summary plus compact position objects instead of only resolving the hash.\n\n\
Position objects include symbol, description, asset_type, long_quantity, short_quantity, average_price, market_value, current_day_profit_loss, and current_day_profit_loss_percentage when Schwab provides them.")]
Account(AccountArgs),
}
/// Technical analysis commands.
#[derive(Debug, Subcommand)]
pub enum TaCommand {
/// Run all indicators for a symbol and return a category-grouped dashboard.
Dashboard(DashboardArgs),
/// Compute expected move from the option chain's ATM straddle.
#[command(name = "expected-move")]
ExpectedMove(ExpectedMoveArgs),
}
/// Arguments for `ta dashboard`.
#[derive(Debug, Args)]
pub struct DashboardArgs {
/// Ticker symbol, for example AAPL.
#[arg(required = true)]
pub symbol: String,
/// Candle interval.
#[arg(long, default_value = "daily")]
pub interval: String,
/// Number of data points to return per indicator series.
#[arg(long, default_value = "20")]
pub points: usize,
}
/// Arguments for `ta expected-move`.
#[derive(Debug, Args)]
pub struct ExpectedMoveArgs {
/// Ticker symbol, for example AAPL.
#[arg(required = true)]
pub symbol: String,
/// Target days to expiration for the option chain.
#[arg(long, default_value = "30")]
pub dte: u32,
}
/// Arguments for the top-level `analyze` command.
#[derive(Debug, Args)]
pub struct AnalyzeArgs {
/// One or more ticker symbols to analyze.
#[arg(required = true)]
pub symbols: Vec<String>,
/// Candle interval for the dashboard.
#[arg(long, default_value = "daily")]
pub interval: String,
/// Number of data points to return per indicator series.
#[arg(long, default_value = "1")]
pub points: usize,
}
/// Authentication commands.
#[derive(Debug, Subcommand)]
pub enum AuthCommand {
/// Show local token state without printing secrets.
Status,
/// Full interactive login: open browser, wait for a complete callback, exchange and save token.
Login(LoginArgs),
/// Build a browser authorization URL and open it in the default browser.
LoginUrl(LoginUrlArgs),
/// Exchange a pasted browser redirect URL for a saved token file.
Exchange(AuthExchangeArgs),
/// Force-refresh the saved token file.
Refresh,
}
/// Arguments for `auth login`.
#[derive(Debug, Args)]
pub struct LoginArgs {
/// Skip opening the authorization URL in the default browser.
#[arg(long)]
pub no_browser: bool,
/// Seconds to wait for the callback before timing out.
#[arg(long, default_value = "300")]
pub timeout: u64,
}
/// Arguments for `auth login-url`.
#[derive(Debug, Args)]
pub struct LoginUrlArgs {
/// Skip opening the authorization URL in the default browser.
#[arg(long)]
pub no_browser: bool,
}
/// Arguments for `auth exchange`.
#[derive(Debug, Args)]
pub struct AuthExchangeArgs {
/// CSRF state returned by `auth login-url`.
#[arg(long)]
pub state: String,
/// Full redirect URL copied from the browser address bar.
#[arg(long)]
pub redirect_url: String,
}
/// Market-data commands.
#[derive(Debug, Subcommand)]
pub enum MarketCommand {
/// Get price history candles for a symbol.
History(HistoryArgs),
/// Get compact quote summaries for one or more symbols.
Quote(QuoteArgs),
}
/// Option-chain, screening, and contract lookup commands.
#[derive(Debug, Subcommand)]
pub enum OptionCommand {
/// Get expiration dates for an option symbol.
Expirations(OptionExpirationsArgs),
/// Get an option chain for a symbol.
Chain(ChainArgs),
/// Screen option chains with liquidity and pricing filters.
Screen(ScreenArgs),
/// Look up a single option contract.
Contract(ContractArgs),
}
/// Arguments for `option expirations`.
#[derive(Debug, Args)]
pub struct OptionExpirationsArgs {
/// Underlying symbol, for example AAPL.
#[arg(required = true)]
pub symbol: String,
}
/// Arguments for `option chain`.
#[derive(Debug, Args)]
pub struct ChainArgs {
/// Underlying symbol, for example AAPL.
#[arg(required = true)]
pub symbol: String,
/// Contract type filter, call, put, or all.
#[arg(long = "type")]
pub contract_type: Option<String>,
/// Nearest expiration by days to expiration.
#[arg(long, conflicts_with = "expiration")]
pub dte: Option<i32>,
/// Exact expiration date in YYYY-MM-DD format.
#[arg(long, conflicts_with = "dte")]
pub expiration: Option<String>,
/// Minimum delta filter.
#[arg(long)]
pub delta_min: Option<f64>,
/// Maximum delta filter.
#[arg(long)]
pub delta_max: Option<f64>,
/// Comma-separated field list.
#[arg(long)]
pub fields: Option<String>,
/// Number of strikes around at-the-money to include.
#[arg(long)]
pub strike_count: Option<u32>,
/// Exact strike price.
#[arg(long, conflicts_with_all = ["strike_min", "strike_max", "strike_count"])]
pub strike: Option<f64>,
/// Minimum strike price.
#[arg(long)]
pub strike_min: Option<f64>,
/// Maximum strike price.
#[arg(long)]
pub strike_max: Option<f64>,
/// Schwab strike range filter.
#[arg(long)]
pub strike_range: Option<String>,
}
/// Arguments for `option screen`.
#[derive(Debug, Args)]
pub struct ScreenArgs {
/// Underlying symbol, for example AAPL.
#[arg(required = true)]
pub symbol: String,
/// Contract type filter, call, put, or all.
#[arg(long = "type")]
pub contract_type: Option<String>,
/// Minimum days to expiration.
#[arg(long = "dte-min")]
pub dte_min: Option<i32>,
/// Maximum days to expiration.
#[arg(long = "dte-max")]
pub dte_max: Option<i32>,
/// Exact expiration date in YYYY-MM-DD format.
#[arg(long)]
pub expiration: Option<String>,
/// Minimum delta filter.
#[arg(long)]
pub delta_min: Option<f64>,
/// Maximum delta filter.
#[arg(long)]
pub delta_max: Option<f64>,
/// Comma-separated field list.
#[arg(long)]
pub fields: Option<String>,
/// Number of strikes around at-the-money to include.
#[arg(long)]
pub strike_count: Option<u32>,
/// Exact strike price.
#[arg(long, conflicts_with_all = ["strike_min", "strike_max", "strike_count"])]
pub strike: Option<f64>,
/// Minimum strike price.
#[arg(long)]
pub strike_min: Option<f64>,
/// Maximum strike price.
#[arg(long)]
pub strike_max: Option<f64>,
/// Schwab strike range filter.
#[arg(long)]
pub strike_range: Option<String>,
/// Minimum bid price.
#[arg(long = "min-bid")]
pub min_bid: Option<f64>,
/// Maximum ask price.
#[arg(long = "max-ask")]
pub max_ask: Option<f64>,
/// Minimum volume.
#[arg(long = "min-volume")]
pub min_volume: Option<u64>,
/// Minimum open interest.
#[arg(long = "min-oi")]
pub min_oi: Option<u64>,
/// Maximum spread percent.
#[arg(long = "max-spread-pct")]
pub max_spread_pct: Option<f64>,
/// Minimum premium.
#[arg(long = "min-premium")]
pub min_premium: Option<f64>,
/// Maximum premium.
#[arg(long = "max-premium")]
pub max_premium: Option<f64>,
/// Sort field.
#[arg(long)]
pub sort: Option<String>,
/// Maximum number of results.
#[arg(long)]
pub limit: Option<usize>,
}
/// Arguments for `option contract`.
#[derive(Debug, Args)]
#[command(group(
ArgGroup::new("contract-side")
.required(true)
.args(["call", "put"])
))]
pub struct ContractArgs {
/// Underlying symbol, for example AAPL.
#[arg(required = true)]
pub symbol: String,
/// Exact expiration date in YYYY-MM-DD format.
#[arg(long)]
pub expiration: String,
/// Exact strike price.
#[arg(long)]
pub strike: f64,
/// Select a call contract.
#[arg(long, conflicts_with = "put")]
pub call: bool,
/// Select a put contract.
#[arg(long, conflicts_with = "call")]
pub put: bool,
}
/// Arguments for `market history`.
#[derive(Debug, Args)]
pub struct HistoryArgs {
/// Ticker symbol, for example AAPL.
#[arg(required = true)]
pub symbol: String,
/// Comma-separated output fields. Defaults to ts,open,high,low,close,vol.
#[arg(long, conflicts_with = "all_fields")]
pub fields: Option<String>,
/// Return the full Schwab price history object instead of compact rows.
#[arg(long, conflicts_with = "fields")]
pub all_fields: bool,
/// Period type (day, month, year, ytd).
#[arg(long)]
pub period_type: Option<String>,
/// Number of periods to return.
#[arg(long)]
pub period: Option<i64>,
/// Frequency type (minute, daily, weekly, monthly).
#[arg(long)]
pub frequency_type: Option<String>,
/// Frequency value (e.g. 1, 5, 15).
#[arg(long)]
pub frequency: Option<i64>,
/// Start date in milliseconds since epoch.
#[arg(long)]
pub from: Option<i64>,
/// End date in milliseconds since epoch.
#[arg(long)]
pub to: Option<i64>,
/// Include extended-hours data.
#[arg(long)]
pub extended_hours: bool,
}
/// Arguments for `market quote`.
#[derive(Debug, Args)]
pub struct QuoteArgs {
/// Symbols to quote, for example AAPL MSFT $SPX.
#[arg(required = true)]
pub symbols: Vec<String>,
/// Comma-separated output fields. Defaults to req,sym,bid,ask,last,mark,chg,pct,vol,err.
#[arg(long, conflicts_with = "all_fields")]
pub fields: Option<String>,
/// Return the full detailed quote object instead of compact rows.
#[arg(long, conflicts_with = "fields")]
pub all_fields: bool,
/// Schwab quote field groups to request from the API, for example quote,reference.
#[arg(long)]
pub api_fields: Option<String>,
}
/// Arguments for `account`.
#[derive(Debug, Args)]
pub struct AccountArgs {
/// Account hash or nickname to resolve. Omit to list account summaries.
pub selector: Option<String>,
/// Include individual positions in each account summary.
#[arg(long)]
pub positions: bool,
}
impl AccountArgs {
/// Whether position data should be fetched from the API.
///
/// Returns `true` when position data is explicitly requested.
#[must_use]
pub fn include_positions(&self) -> bool {
self.positions
}
/// Whether the selector should return an account summary instead of a hash resolution.
#[must_use]
pub fn requests_summary(&self) -> bool {
self.include_positions()
}
}
// ---------------------------------------------------------------------------
// Unified order command types
// ---------------------------------------------------------------------------
/// Unified order command covering equity and option workflows.
///
/// Use `order equity` for stock trades and `order option` for option trades.
/// The `get`, `cancel`, `replace`, `repeat`, `place-from-preview`, `preview-raw`, and
/// `place-raw` subcommands work with orders of any type.
#[derive(Debug, Subcommand)]
pub enum OrderCommand {
/// Equity (stock) order: buy, sell, sell-short, buy-to-cover.
#[command(subcommand)]
Equity(EquityArgs),
/// Option order: buy-to-open, sell-to-open, buy-to-close, sell-to-close (OCC symbol required).
#[command(subcommand)]
Option(OptionArgs),
/// Get active orders, symbol-filtered orders, or one exact order.
#[command(
after_help = "LLM selection guide:\n schwab-agent order get\n Get all active/open orders across every linked account. Use this first when you need current open orders and do not already know the account.\n\n schwab-agent order get --account HASH_OR_NICKNAME\n Get all active/open orders for one account. Use this when you already know which account to inspect.\n\n schwab-agent order get --symbol IBM\n Get active/open orders whose orderLegCollection includes an IBM instrument symbol. Matching is case-insensitive and includes multi-leg orders when any leg matches. Add --account to limit this to one account.\n\n schwab-agent order get --include-inactive\n Get active plus inactive orders across every linked account. Any returned status not listed in the active_statuses output field is treated as inactive. Add --account to limit this to one account.\n\n schwab-agent order get --account HASH_OR_NICKNAME --order ORDER_ID\n Get one exact order. Use this only when both the account and order ID are known. Do not combine --order with discovery filters such as --recent, --from, --to, --symbol, or --include-inactive.\n\nActive statuses are exact strings returned in the active_statuses output field."
)]
Get(crate::order::lifecycle::OrderGetArgs),
/// Cancel an order by ID.
///
/// After cancellation, verifies the status via a follow-up GET so
/// the agent can confirm the order was actually canceled.
Cancel(crate::order::lifecycle::OrderCancelArgs),
/// Replace an existing order.
Replace(ReplaceArgs),
/// Repeat an existing order by rebuilding it as a new order payload.
Repeat(crate::order::lifecycle::OrderRepeatArgs),
/// Place an order from a previously saved preview digest.
#[command(name = "place-from-preview")]
PlaceFromPreview(PlaceFromPreviewArgs),
/// Preview an arbitrary JSON order payload (for brackets, OCO, etc.).
#[command(name = "preview-raw")]
PreviewRaw(PreviewRawArgs),
/// Place an arbitrary JSON order payload (for brackets, OCO, etc.).
#[command(name = "place-raw")]
PlaceRaw(PlaceRawArgs),
}
/// Equity (stock) order actions.
#[derive(Debug, Subcommand)]
pub enum EquityArgs {
/// Buy shares.
Buy(EquityOrderArgs),
/// Sell shares.
Sell(EquityOrderArgs),
/// Sell shares short.
#[command(name = "sell-short")]
SellShort(EquityOrderArgs),
/// Buy to cover a short position.
#[command(name = "buy-to-cover")]
BuyToCover(EquityOrderArgs),
}
/// Arguments for an equity order action.
#[derive(Debug, Args)]
pub struct EquityOrderArgs {
/// Ticker symbol (e.g. AAPL, SPY).
pub symbol: String,
/// Number of shares.
#[arg(short, long)]
pub quantity: f64,
/// Limit price (omit for market order; with --stop becomes stop-limit).
#[arg(short, long)]
pub price: Option<f64>,
/// Stop trigger price (omit for market/limit; with --price becomes stop-limit).
#[arg(long)]
pub stop: Option<f64>,
#[command(flatten)]
pub common: CommonOrderArgs,
}
/// Option order actions using OCC symbols.
#[derive(Debug, Subcommand)]
pub enum OptionArgs {
/// Buy to open a new option position.
#[command(name = "buy-to-open")]
BuyToOpen(OptionOrderArgs),
/// Sell to open a new option position.
#[command(name = "sell-to-open")]
SellToOpen(OptionOrderArgs),
/// Buy to close an existing option position.
#[command(name = "buy-to-close")]
BuyToClose(OptionOrderArgs),
/// Sell to close an existing option position.
#[command(name = "sell-to-close")]
SellToClose(OptionOrderArgs),
}
/// Arguments for an option order action.
#[derive(Debug, Args)]
pub struct OptionOrderArgs {
/// OCC option symbol (e.g. AAPL 250117C00150000).
pub symbol: String,
/// Number of contracts.
#[arg(short, long)]
pub quantity: f64,
/// Limit price (omit for market order).
#[arg(short, long)]
pub price: Option<f64>,
#[command(flatten)]
pub common: CommonOrderArgs,
}
/// Arguments shared by equity and option order actions.
#[derive(Debug, Args)]
pub struct CommonOrderArgs {
/// Account hash or nickname (omit for dry-run mode).
#[arg(short, long)]
pub account: Option<String>,
/// Trading session.
#[arg(long, default_value = "normal")]
pub session: crate::shared::SessionChoice,
/// Order duration.
#[arg(long, default_value = "day")]
pub duration: crate::shared::DurationChoice,
/// Save order preview to disk (requires --account).
#[arg(long, requires = "account")]
pub save_preview: bool,
/// Preview order first, then place automatically (requires --account).
#[arg(long, requires = "account")]
pub preview_first: bool,
}
/// Arguments for `order replace`.
#[derive(Debug, Args)]
pub struct ReplaceArgs {
/// Account hash or nickname.
#[arg(short, long)]
pub account: String,
/// Order ID to replace.
#[arg(long, value_parser = clap::value_parser!(i64).range(1..))]
pub order_id: i64,
/// The replacement order.
#[command(subcommand)]
pub order_spec: ReplaceOrderSpec,
}
/// Replacement order payload (equity or option).
#[derive(Debug, Subcommand)]
pub enum ReplaceOrderSpec {
/// Replace with an equity order.
#[command(subcommand)]
Equity(EquityArgs),
/// Replace with an option order.
#[command(subcommand)]
Option(OptionArgs),
}
/// Arguments for `order place-from-preview`.
#[derive(Debug, Args)]
pub struct PlaceFromPreviewArgs {
/// Account hash or nickname.
#[arg(short, long)]
pub account: String,
/// SHA-256 digest from a previous preview --save-preview run.
#[arg(short, long)]
pub digest: String,
}
/// Arguments for `order preview-raw`.
#[derive(Debug, Args)]
pub struct PreviewRawArgs {
/// Account hash or nickname.
#[arg(long)]
pub account: String,
/// Save preview to disk after previewing.
#[arg(long)]
pub save_preview: bool,
/// Complete order JSON payload (for brackets, OCO, triggers, etc.).
#[arg(long)]
pub json: String,
}
/// Arguments for `order place-raw`.
#[derive(Debug, Args)]
pub struct PlaceRawArgs {
/// Account hash or nickname.
#[arg(long)]
pub account: String,
/// Complete order JSON payload.
#[arg(long)]
pub json: String,
}
#[cfg(test)]
mod tests {
use clap::{CommandFactory, Parser, error::ErrorKind};
use super::{Cli, Command, MarketCommand, OrderCommand, TaCommand};
#[test]
fn command_tree_is_valid() {
Cli::command().debug_assert();
}
#[test]
fn order_get_help_renders_llm_guide_once() {
let mut command = Cli::command();
let help = command
.find_subcommand_mut("order")
.and_then(|order| order.find_subcommand_mut("get"))
.map(|get| get.render_long_help().to_string())
.expect("order get command exists");
assert_eq!(help.matches("LLM selection guide:").count(), 1);
assert!(help.contains("active_statuses output field"));
assert!(help.contains("discovery filters"));
assert!(help.contains("--symbol IBM"));
assert!(help.contains("Matching is case-insensitive"));
}
#[test]
fn account_help_includes_llm_workflow() {
let mut command = Cli::command();
let help = command
.find_subcommand_mut("account")
.map(|account| account.render_long_help().to_string())
.expect("account command exists");
assert_eq!(help.matches("LLM workflow:").count(), 1);
assert!(!help.contains("Examples:"));
assert!(!help.contains("--with-positions-only"));
assert!(help.contains("schwab-agent account --positions"));
assert!(help.contains("compact position objects"));
assert!(help.contains("--account"));
}
#[test]
fn command_name_auth_status() {
let cli = Cli::parse_from(["schwab-agent", "auth", "status"]);
assert_eq!(cli.command_name(), "auth.status");
}
#[test]
fn command_name_auth_login() {
let cli = Cli::parse_from(["schwab-agent", "auth", "login"]);
assert_eq!(cli.command_name(), "auth.login");
}
#[test]
fn command_name_analyze() {
let cli = Cli::parse_from(["schwab-agent", "analyze", "AAPL"]);
assert_eq!(cli.command_name(), "analyze");
}
#[test]
fn command_name_auth_login_url() {
let cli = Cli::parse_from(["schwab-agent", "auth", "login-url"]);
assert_eq!(cli.command_name(), "auth.login_url");
}
#[test]
fn command_name_auth_exchange() {
let cli = Cli::parse_from([
"schwab-agent",
"auth",
"exchange",
"--state",
"abc",
"--redirect-url",
"https://example.com",
]);
assert_eq!(cli.command_name(), "auth.exchange");
}
#[test]
fn command_name_auth_refresh() {
let cli = Cli::parse_from(["schwab-agent", "auth", "refresh"]);
assert_eq!(cli.command_name(), "auth.refresh");
}
#[test]
fn command_name_market_history() {
let cli = Cli::parse_from(["schwab-agent", "market", "history", "AAPL"]);
assert_eq!(cli.command_name(), "market.history");
}
#[test]
fn command_name_market_history_with_all_flags() {
let cli = Cli::parse_from([
"schwab-agent",
"market",
"history",
"AAPL",
"--fields",
"ts,close,vol",
"--period-type",
"month",
"--period",
"3",
"--frequency-type",
"daily",
"--frequency",
"1",
"--from",
"1735689600000",
"--to",
"1743379200000",
"--extended-hours",
]);
assert_eq!(cli.command_name(), "market.history");
}
#[test]
fn market_history_fields_parse_output_fields() {
let cli = Cli::parse_from([
"schwab-agent",
"market",
"history",
"AAPL",
"--fields",
"ts,close,vol",
]);
let Command::Market(MarketCommand::History(args)) = cli.command else {
panic!("expected market history command");
};
assert_eq!(args.fields.as_deref(), Some("ts,close,vol"));
assert!(!args.all_fields);
}
#[test]
fn market_history_all_fields_parses() {
let cli = Cli::parse_from(["schwab-agent", "market", "history", "AAPL", "--all-fields"]);
let Command::Market(MarketCommand::History(args)) = cli.command else {
panic!("expected market history command");
};
assert!(args.all_fields);
assert!(args.fields.is_none());
}
#[test]
fn command_name_market_quote() {
let cli = Cli::parse_from(["schwab-agent", "market", "quote", "AAPL"]);
assert_eq!(cli.command_name(), "market.quote");
}
#[test]
fn market_quote_fields_parse_output_and_api_fields() {
let cli = Cli::parse_from([
"schwab-agent",
"market",
"quote",
"AAPL",
"--fields",
"sym,last",
"--api-fields",
"quote,reference",
]);
let Command::Market(MarketCommand::Quote(args)) = cli.command else {
panic!("expected market quote command");
};
assert_eq!(args.fields.as_deref(), Some("sym,last"));
assert_eq!(args.api_fields.as_deref(), Some("quote,reference"));
assert!(!args.all_fields);
}
#[test]
fn market_quote_all_fields_parses() {
let cli = Cli::parse_from(["schwab-agent", "market", "quote", "AAPL", "--all-fields"]);
let Command::Market(MarketCommand::Quote(args)) = cli.command else {
panic!("expected market quote command");
};
assert!(args.all_fields);
assert!(args.fields.is_none());
}
#[test]
fn command_name_option_expirations() {
let cli = Cli::parse_from(["schwab-agent", "option", "expirations", "AAPL"]);
assert_eq!(cli.command_name(), "option.expirations");
}
#[test]
fn command_name_option_chain() {
let cli = Cli::parse_from(["schwab-agent", "option", "chain", "AAPL"]);
assert_eq!(cli.command_name(), "option.chain");
}
#[test]
fn command_name_option_screen() {
let cli = Cli::parse_from(["schwab-agent", "option", "screen", "AAPL"]);
assert_eq!(cli.command_name(), "option.screen");
}
#[test]
fn command_name_option_contract() {
let cli = Cli::parse_from([
"schwab-agent",
"option",
"contract",
"AAPL",
"--expiration",
"2026-01-17",
"--strike",
"200",
"--call",
]);
assert_eq!(cli.command_name(), "option.contract");
}
#[test]
fn command_name_account() {
let cli = Cli::parse_from(["schwab-agent", "account"]);
assert_eq!(cli.command_name(), "account");
}
#[test]
fn command_name_account_with_positions() {
let cli = Cli::parse_from(["schwab-agent", "account", "--positions"]);
assert_eq!(cli.command_name(), "account");
}
#[test]
fn command_name_account_with_selector() {
let cli = Cli::parse_from(["schwab-agent", "account", "Trading"]);
assert_eq!(cli.command_name(), "account");
}
#[test]
fn command_name_ta_dashboard() {
let cli = Cli::parse_from(["schwab-agent", "ta", "dashboard", "AAPL"]);
assert_eq!(cli.command_name(), "ta.dashboard");
}
#[test]
fn command_name_ta_expected_move() {
let cli = Cli::parse_from(["schwab-agent", "ta", "expected-move", "AAPL"]);
assert_eq!(cli.command_name(), "ta.expected-move");
}
#[test]
fn parse_account_no_flags() {
let cli = Cli::parse_from(["schwab-agent", "account"]);
let Command::Account(args) = cli.command else {
panic!("expected account command");
};
assert!(args.selector.is_none());
assert!(!args.positions);
}
#[test]
fn parse_account_positions() {
let cli = Cli::parse_from(["schwab-agent", "account", "--positions"]);
let Command::Account(args) = cli.command else {
panic!("expected account command");
};
assert!(args.selector.is_none());
assert!(args.positions);
assert!(args.include_positions());
}
#[test]
fn parse_account_with_positions_only_is_rejected() {
let err = Cli::try_parse_from(["schwab-agent", "account", "--with-positions-only"])
.expect_err("removed account flag should be rejected");
assert!(err.to_string().contains("--with-positions-only"));
}
#[test]
fn parse_account_fields_is_rejected() {
let err =
Cli::try_parse_from(["schwab-agent", "account", "--positions", "--fields", "sym"])
.expect_err("removed account flag should be rejected");
assert!(err.to_string().contains("--fields"));
}
#[test]
fn parse_account_all_fields_is_rejected() {
let err = Cli::try_parse_from(["schwab-agent", "account", "--positions", "--all-fields"])
.expect_err("removed account flag should be rejected");
assert!(err.to_string().contains("--all-fields"));
}
#[test]
fn parse_account_no_flags_include_positions_false() {
let cli = Cli::parse_from(["schwab-agent", "account"]);
let Command::Account(args) = cli.command else {
panic!("expected account command");
};
assert!(!args.include_positions());
}
#[test]
fn parse_account_selector() {
let cli = Cli::parse_from(["schwab-agent", "account", "Trading"]);
let Command::Account(args) = cli.command else {
panic!("expected account command");
};
assert_eq!(args.selector.as_deref(), Some("Trading"));
}
#[test]
fn parse_account_selector_with_positions() {
let cli = Cli::parse_from(["schwab-agent", "account", "--positions", "Trading"]);
let Command::Account(args) = cli.command else {
panic!("expected account command");
};
assert_eq!(args.selector.as_deref(), Some("Trading"));
assert!(args.positions);
assert!(args.include_positions());
assert!(args.requests_summary());
}
#[test]
fn parse_account_selector_before_positions() {
let cli = Cli::parse_from(["schwab-agent", "account", "Trading", "--positions"]);
let Command::Account(args) = cli.command else {
panic!("expected account command");
};
assert_eq!(args.selector.as_deref(), Some("Trading"));
assert!(args.positions);
assert!(args.requests_summary());
}
#[test]
fn parse_ta_dashboard_defaults() {
let cli = Cli::parse_from(["schwab-agent", "ta", "dashboard", "AAPL"]);
let Command::Ta(TaCommand::Dashboard(args)) = cli.command else {
panic!("expected ta dashboard command");
};
assert_eq!(args.symbol, "AAPL");
assert_eq!(args.interval, "daily");
assert_eq!(args.points, 20);
}
#[test]
fn parse_ta_dashboard_custom_interval_and_points() {
let cli = Cli::parse_from([
"schwab-agent",
"ta",
"dashboard",
"AAPL",
"--interval",
"weekly",
"--points",
"10",
]);
let Command::Ta(TaCommand::Dashboard(args)) = cli.command else {
panic!("expected ta dashboard command");
};
assert_eq!(args.symbol, "AAPL");
assert_eq!(args.interval, "weekly");
assert_eq!(args.points, 10);
}
#[test]
fn parse_ta_expected_move_defaults() {
let cli = Cli::parse_from(["schwab-agent", "ta", "expected-move", "AAPL"]);
let Command::Ta(TaCommand::ExpectedMove(args)) = cli.command else {
panic!("expected ta expected-move command");
};
assert_eq!(args.symbol, "AAPL");
assert_eq!(args.dte, 30);
}
#[test]
fn parse_ta_expected_move_custom_dte() {
let cli = Cli::parse_from(["schwab-agent", "ta", "expected-move", "AAPL", "--dte", "45"]);
let Command::Ta(TaCommand::ExpectedMove(args)) = cli.command else {
panic!("expected ta expected-move command");
};
assert_eq!(args.symbol, "AAPL");
assert_eq!(args.dte, 45);
}
#[test]
fn parse_analyze_multiple_symbols() {
let cli = Cli::parse_from(["schwab-agent", "analyze", "AAPL", "MSFT"]);
let Command::Analyze(args) = cli.command else {
panic!("expected analyze command");
};
assert_eq!(args.symbols, ["AAPL", "MSFT"]);
assert_eq!(args.interval, "daily");
assert_eq!(args.points, 1);
}
#[test]
fn parse_analyze_custom_interval_and_points() {
let cli = Cli::parse_from([
"schwab-agent",
"analyze",
"AAPL",
"--interval",
"daily",
"--points",
"5",
]);
let Command::Analyze(args) = cli.command else {
panic!("expected analyze command");
};
assert_eq!(args.symbols, ["AAPL"]);
assert_eq!(args.interval, "daily");
assert_eq!(args.points, 5);
}
#[test]
fn parse_order_equity_buy_dry_run() {
let cli = Cli::parse_from(["schwab-agent", "order", "equity", "buy", "AAPL", "-q", "10"]);
assert_eq!(cli.command_name(), "order");
let Command::Order(OrderCommand::Equity(super::EquityArgs::Buy(args))) = cli.command else {
panic!("expected order equity buy command");
};
assert_eq!(args.symbol, "AAPL");
assert_eq!(args.quantity, 10.0);
assert!(args.price.is_none());
assert!(args.stop.is_none());
assert!(args.common.account.is_none());
assert!(!args.common.save_preview);
}
#[test]
fn parse_order_equity_buy_with_account_and_price() {
let cli = Cli::parse_from([
"schwab-agent",
"order",
"equity",
"buy",
"AAPL",
"-q",
"10",
"-p",
"150.00",
"-a",
"HASH123",
]);
let Command::Order(OrderCommand::Equity(super::EquityArgs::Buy(args))) = cli.command else {
panic!("expected order equity buy command");
};
assert_eq!(args.symbol, "AAPL");
assert_eq!(args.quantity, 10.0);
assert_eq!(args.price, Some(150.0));
assert_eq!(args.common.account.as_deref(), Some("HASH123"));
}
#[test]
fn parse_order_equity_sell_short() {
let cli = Cli::parse_from([
"schwab-agent",
"order",
"equity",
"sell-short",
"TSLA",
"-q",
"5",
"--stop",
"200.00",
]);
let Command::Order(OrderCommand::Equity(super::EquityArgs::SellShort(args))) = cli.command
else {
panic!("expected order equity sell-short command");
};
assert_eq!(args.symbol, "TSLA");
assert_eq!(args.quantity, 5.0);
assert_eq!(args.stop, Some(200.0));
}
#[test]
fn parse_order_option_buy_to_open() {
let cli = Cli::parse_from([
"schwab-agent",
"order",
"option",
"buy-to-open",
"AAPL 250117C00150000",
"-q",
"1",
"-p",
"3.50",
"-a",
"HASH123",
"--save-preview",
]);
let Command::Order(OrderCommand::Option(super::OptionArgs::BuyToOpen(args))) = cli.command
else {
panic!("expected order option buy-to-open command");
};
assert_eq!(args.symbol, "AAPL 250117C00150000");
assert_eq!(args.quantity, 1.0);
assert_eq!(args.price, Some(3.50));
assert_eq!(args.common.account.as_deref(), Some("HASH123"));
assert!(args.common.save_preview);
}
#[test]
fn parse_order_option_sell_to_close() {
let cli = Cli::parse_from([
"schwab-agent",
"order",
"option",
"sell-to-close",
"AAPL 250117C00150000",
"-q",
"2",
]);
let Command::Order(OrderCommand::Option(super::OptionArgs::SellToClose(args))) =
cli.command
else {
panic!("expected order option sell-to-close command");
};
assert_eq!(args.symbol, "AAPL 250117C00150000");
assert_eq!(args.quantity, 2.0);
assert!(args.price.is_none());
assert!(args.common.account.is_none());
}
#[test]
fn parse_order_replace() {
let cli = Cli::parse_from([
"schwab-agent",
"order",
"replace",
"-a",
"HASH123",
"--order-id",
"12345",
"equity",
"buy",
"AAPL",
"-q",
"10",
"-p",
"150.00",
]);
let Command::Order(OrderCommand::Replace(args)) = cli.command else {
panic!("expected order replace command");
};
assert_eq!(args.account, "HASH123");
assert_eq!(args.order_id, 12345);
}
#[test]
fn parse_order_place_from_preview() {
let cli = Cli::parse_from([
"schwab-agent",
"order",
"place-from-preview",
"-a",
"HASH123",
"-d",
"abc123",
]);
let Command::Order(OrderCommand::PlaceFromPreview(args)) = cli.command else {
panic!("expected order place-from-preview command");
};
assert_eq!(args.account, "HASH123");
assert_eq!(args.digest, "abc123");
}
#[test]
fn parse_order_preview_raw() {
let cli = Cli::parse_from([
"schwab-agent",
"order",
"preview-raw",
"--account",
"HASH123",
"--json",
"{\"orderType\":\"LIMIT\"}",
"--save-preview",
]);
let Command::Order(OrderCommand::PreviewRaw(args)) = cli.command else {
panic!("expected order preview-raw command");
};
assert_eq!(args.account, "HASH123");
assert!(args.save_preview);
}
#[test]
fn parse_order_place_raw() {
let cli = Cli::parse_from([
"schwab-agent",
"order",
"place-raw",
"--account",
"HASH123",
"--json",
"{\"orderType\":\"MARKET\"}",
]);
let Command::Order(OrderCommand::PlaceRaw(args)) = cli.command else {
panic!("expected order place-raw command");
};
assert_eq!(args.account, "HASH123");
}
#[test]
fn stock_subcommand_is_removed() {
let result = Cli::try_parse_from(["schwab-agent", "stock", "buy", "AAPL", "-q", "10"]);
assert!(result.is_err());
}
#[test]
fn removed_global_credential_flags_are_unknown() {
for flag in [
"--token",
"--client-id",
"--client-secret",
"--callback-url",
] {
let result = Cli::try_parse_from(["schwab-agent", flag, "value", "auth", "status"]);
assert_eq!(result.unwrap_err().kind(), ErrorKind::UnknownArgument);
}
}
}