Class: SchwabMCP::Tools::CancelOrderTool

Inherits:
MCP::Tool
  • Object
show all
Extended by:
Loggable
Defined in:
lib/schwab_mcp/tools/cancel_order_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(order_id:, account_name:, server_context:) ⇒ Object 



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# File 'lib/schwab_mcp/tools/cancel_order_tool.rb', line 36

def self.call(order_id:, account_name:, server_context:)
  log_info("Attempting to cancel order ID: #{order_id} in account: #{}")

  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

  unless order_id.match?(/^\d+$/)
    log_error("Invalid order ID format: #{order_id}")
    return MCP::Tool::Response.new([{
      type: "text",
      text: "**Error**: Order ID must be numeric. Example: '123456789'"
    }])
  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: #{}")
    log_debug("Verifying order exists before attempting cancellation")

    order = client.get_order(order_id, account_name: ) # returns SchwabRb::DataObjects::Order
    unless order
      log_warn("Order not found or empty response for order ID: #{order_id}")
      return MCP::Tool::Response.new([{
        type: "text",
        text: "**Warning**: Order ID #{order_id} not found or empty response. Order may not exist in the specified account."
      }])
    end

    order_status = order.status
    cancelable = order.respond_to?(:cancelable) ? order.cancelable : true # fallback if attribute not present

    log_debug("Order found - Status: #{order_status}, Cancelable: #{cancelable}")
    if cancelable == false
      log_warn("Order #{order_id} is not cancelable (Status: #{order_status})")
      return MCP::Tool::Response.new([{
        type: "text",
        text: "**Warning**: Order ID #{order_id} cannot be cancelled.\n\n**Current Status**: #{order_status}\n**Cancelable**: #{cancelable}\n\nOrders that are already filled, cancelled, or expired cannot be cancelled."
      }])
    end

    log_info("Attempting to cancel order ID: #{order_id} (Status: #{order_status})")
    cancel_response = client.cancel_order(order_id, account_name: )

    if cancel_response.respond_to?(:status) && cancel_response.status == 200
      log_info("Successfully cancelled order ID: #{order_id}")
      formatted_response = format_cancellation_success(order_id, , order)
    elsif cancel_response.respond_to?(:status) && cancel_response.status == 404
      log_warn("Order not found during cancellation: #{order_id}")
      return MCP::Tool::Response.new([{
        type: "text",
        text: "**Warning**: Order ID #{order_id} not found during cancellation. It may have already been cancelled or filled."
      }])
    else
      log_info("Order cancellation request submitted for order ID: #{order_id}")
      formatted_response = format_cancellation_success(order_id, , order)
    end

    MCP::Tool::Response.new([{
      type: "text",
      text: formatted_response
    }])

  # No JSON::ParserError rescue needed with data objects
  rescue => e
    log_error("Error cancelling order ID #{order_id}: #{e.message}")
    log_debug("Backtrace: #{e.backtrace.first(3).join('\n')}")

    error_message = if e.message.include?("401") || e.message.include?("403")
      "**Error**: Authorization failed. Check your API credentials and permissions for order cancellation."
    elsif e.message.include?("400")
      "**Error**: Bad request. Order ID #{order_id} may be invalid or cannot be cancelled at this time."
    elsif e.message.include?("404")
      "**Error**: Order ID #{order_id} not found in the specified account."
    else
      "**Error** cancelling order ID #{order_id}: #{e.message}"
    end

    MCP::Tool::Response.new([{
      type: "text",
      text: "#{error_message}\n\n#{e.backtrace.first(3).join('\n')}"
    }])
  end
end