Commit Graph

4 Commits

Author SHA1 Message Date
27d1e2be10 fix: resolve report_url=None for blob-URL tickers and fix dataclass serialization
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When Schwab uses modern blob URLs (increasingly common), find_report()
returns __CLICK_TO_OPEN__ and the scraper skips storing a report_url
even though the PDF downloads and parses successfully. This caused
agents to see report_url=None for tickers like PEP/BR/DPZ/MSCI/BMI.

Changes:
- Fix serialize() to use dataclasses.asdict() instead of str() for
  dataclass payloads, producing proper JSON objects instead of Python
  repr strings
- Add /reports/{ticker}/pdf endpoint to serve cached Morningstar PDFs
- Enrich report_url with the MCP's own PDF endpoint when blob URLs
  were used and the report was successfully downloaded
- Add SCHWAB_MCP_BASE_URL env var to compose for self-referential URLs
2026-05-21 14:46:08 +00:00
d28b9d32f6 test(option-a): point SCHWAB_PLAYWRIGHT_URL to CLI's browserless endpoint
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Temporarily switch from the local schwab-browser sidecar to the
browserless endpoint used by the working CLI (browser.local.ben.io).
This tests whether /assert 403 is caused by browser environment drift.
2026-04-28 02:39:20 +00:00
8a73226523 fix: update scraper dep, add curl for healthcheck, remove stale source
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- Update schwab-scraper to f52774b (optimized lot extraction polling,
  faster account switching with selector-based waits)
- Install curl in Docker image so compose healthcheck works
- Remove bundled schwab_scraper/ source (now installed via git dep)
- Increase memory limit to 512M for large account position scraping
2026-04-25 00:54:50 +00:00
299b1bbc5e Initial commit: Hybrid MCP Light setup for Schwab
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2026-04-24 01:31:55 +00:00