Fix build: Bundle schwab_scraper source and use local dependencies

schwab_scraper/unified_api.py

@@ -0,0 +1,188 @@
+"""Unified Schwab data surface with envelope-based async endpoints."""
+
+from __future__ import annotations
+
+from typing import Optional
+
+from .core import AccountOverview, AccountSummary, Envelope, MorningstarData, PortfolioSnapshot, Position, EquityPhase1Data
+from .core.models import TransactionData
+from .core import ErrorType, fail
+from .features.accounts_positions.accounts_scraper import list_accounts as _list_accounts
+from .features.accounts_positions.overview_scraper import get_account_overview as _get_account_overview
+from .features.accounts_positions.positions_scraper import get_positions as _get_positions
+from .features.accounts_positions.portfolio_scraper import get_portfolio_snapshot as _get_portfolio_snapshot
+from .features.equity.service import get_morningstar_data as _get_morningstar_data, get_equity_phase1_data as _get_equity_phase1_data
+from .features.transactions.service import (
+    get_transaction_history as _get_transaction_history,
+    get_transaction_history_enhanced as _get_transaction_history_enhanced,
+    list_available_accounts as _list_available_accounts,
+)
+from .browser.session import get_session_status as _get_session_status_impl
+from .browser.session import refresh_session as _refresh_session_impl
+from .browser.session import set_cookies_from_file as _set_cookies_impl
+from .browser.session import export_cookies as _export_cookies_impl
+
+
+async def get_session_status(debug: bool = False) -> Envelope[dict]:
+    try:
+        status = await _get_session_status_impl(debug=debug)
+        return status  # already returns envelope
+    except Exception as exc:
+        return fail(str(exc), ErrorType.UNKNOWN, retryable=True)
+
+
+async def refresh_session(debug: bool = False) -> Envelope[None]:
+    try:
+        return await _refresh_session_impl(debug=debug)
+    except Exception as exc:
+        return fail(str(exc), ErrorType.UNKNOWN, retryable=True)
+
+
+async def set_cookies(cookies_path: str, debug: bool = False) -> Envelope[None]:
+    try:
+        return await _set_cookies_impl(cookies_path, debug=debug)
+    except Exception as exc:
+        return fail(str(exc), ErrorType.UNKNOWN, retryable=False)
+
+
+async def export_cookies(cookies_path: str, debug: bool = False) -> Envelope[None]:
+    try:
+        return await _export_cookies_impl(cookies_path, debug=debug)
+    except Exception as exc:
+        return fail(str(exc), ErrorType.UNKNOWN, retryable=False)
+
+
+async def list_accounts(debug: bool = False) -> Envelope[list[AccountSummary]]:
+    envelope = await _list_accounts(debug=debug)
+    if not envelope["success"]:
+        return envelope
+    data = envelope["data"] or []
+    summaries: list[AccountSummary] = []
+    for item in data:
+        if isinstance(item, AccountSummary):
+            summaries.append(item)
+        else:
+            summaries.append(AccountSummary(**item))
+    return {
+        "success": True,
+        "data": summaries,
+        "error": None,
+        "error_type": None,
+        "retryable": False,
+    }
+
+
+async def get_account_overview(
+    account: AccountSummary | str | None = None,
+    *,
+    debug: bool = False,
+) -> Envelope[AccountOverview]:
+    if isinstance(account, dict):
+        account = AccountSummary(**account)
+    return await _get_account_overview(account=account, debug=debug)
+
+
+async def get_positions(
+    account: AccountSummary | str | None = None,
+    *,
+    include_non_equity: bool = False,
+    debug: bool = False,
+) -> Envelope[list[Position]]:
+    if isinstance(account, dict):
+        account = AccountSummary(**account)
+    return await _get_positions(account=account, include_non_equity=include_non_equity, debug=debug)
+
+
+async def get_portfolio_snapshot(
+    account: AccountSummary | str | None = None,
+    *,
+    aggregate_by_symbol: bool = True,
+    include_non_equity: bool = False,
+    debug: bool = False,
+) -> Envelope[PortfolioSnapshot]:
+    if isinstance(account, dict):
+        account = AccountSummary(**account)
+    return await _get_portfolio_snapshot(
+        account=account,
+        aggregate_by_symbol=aggregate_by_symbol,
+        include_non_equity=include_non_equity,
+        debug=debug,
+    )
+
+
+async def get_morningstar_data(ticker: str, debug: bool = False) -> Envelope[MorningstarData]:
+    return await _get_morningstar_data(ticker, debug=debug)
+
+
+async def get_equity_phase1_data(ticker: str, debug: bool = False) -> Envelope[EquityPhase1Data]:
+    """Get Phase 1 enhanced equity data for a ticker.
+    
+    Extracts:
+    - Quote/Price Data (symbol bar)
+    - Enhanced Dividend Information (forward-looking dates)
+    - Core Earnings Metrics (EPS, forecasts)
+    - Basic Valuation Ratios (P/E, Forward P/E, PEG)
+    - Calculated Metrics (payout ratio)
+    
+    Args:
+        ticker: Stock ticker symbol
+        debug: Enable debug logging
+        
+    Returns:
+        Envelope containing EquityPhase1Data or error
+    """
+    return await _get_equity_phase1_data(ticker, debug=debug)
+
+
+async def list_available_accounts(debug: bool = False) -> Envelope[list[dict]]:
+    return await _list_available_accounts(debug=debug)
+
+
+async def get_transaction_history(
+    account: Optional[str] = None,
+    start_date: Optional[str] = None,
+    end_date: Optional[str] = None,
+    time_period: Optional[str] = None,
+    debug: bool = False,
+) -> Envelope[TransactionData]:
+    envelope = await _get_transaction_history(
+        account=account,
+        start_date=start_date,
+        end_date=end_date,
+        time_period=time_period,
+        debug=debug,
+    )
+    return envelope
+
+
+async def get_transaction_history_enhanced(
+    account: Optional[str] = None,
+    start_date: Optional[str] = None,
+    end_date: Optional[str] = None,
+    time_period: Optional[str] = None,
+    debug: bool = False,
+) -> Envelope[TransactionData]:
+    envelope = await _get_transaction_history_enhanced(
+        account=account,
+        start_date=start_date,
+        end_date=end_date,
+        time_period=time_period,
+        debug=debug,
+    )
+    return envelope
+
+__all__ = [
+    "get_session_status",
+    "refresh_session",
+    "set_cookies",
+    "export_cookies",
+    "list_accounts",
+    "get_account_overview",
+    "get_positions",
+    "get_portfolio_snapshot",
+    "get_morningstar_data",
+    "get_equity_phase1_data",
+    "list_available_accounts",
+    "get_transaction_history",
+    "get_transaction_history_enhanced",
+]