from __future__ import annotations

from dataclasses import dataclass, field
from datetime import datetime
from decimal import Decimal
from enum import Enum
from typing import Generic, Optional, TypeVar

from typing_extensions import TypedDict


T = TypeVar("T")


class ErrorType(str, Enum):
    """Categorisation for envelope failures."""

    AUTHENTICATION = "AUTHENTICATION"
    NETWORK = "NETWORK"
    PARSING = "PARSING"
    VALIDATION = "VALIDATION"
    UNKNOWN = "UNKNOWN"


class Envelope(TypedDict, Generic[T]):
    """Standard response envelope for unified API operations."""

    success: bool
    data: Optional[T]
    error: Optional[str]
    error_type: Optional[ErrorType]
    retryable: bool


def ok(data: T) -> Envelope[T]:
    """Create a success envelope containing the provided data."""

    return {
        "success": True,
        "data": data,
        "error": None,
        "error_type": None,
        "retryable": False,
    }


def fail(
    error: str,
    error_type: ErrorType | str = ErrorType.UNKNOWN,
    retryable: bool = False,
) -> Envelope[None]:
    """Create a failure envelope with error metadata."""

    resolved_error_type: ErrorType
    if isinstance(error_type, ErrorType):
        resolved_error_type = error_type
    else:
        try:
            resolved_error_type = ErrorType(error_type)
        except ValueError:
            resolved_error_type = ErrorType.UNKNOWN

    return {
        "success": False,
        "data": None,
        "error": error,
        "error_type": resolved_error_type,
        "retryable": retryable,
    }


@dataclass(slots=True)
class SessionStatus:
    """Represents the current authentication session state."""

    logged_in: bool
    session_age_minutes: Optional[int] = None
    last_refresh: Optional[datetime] = None
    needs_mfa: bool = False
    cookies_valid: bool = True


@dataclass(slots=True)
class AccountSummary:
    """Summary details for a Schwab account."""

    id: str
    label: str
    type: str
    last4: Optional[str] = None
    is_margin: bool = False


@dataclass(slots=True)
class AccountOverview:
    """Aggregated balance snapshot for an account."""

    account: AccountSummary
    total_value: Optional[Decimal] = None
    day_change: Optional[Decimal] = None
    day_change_pct: Optional[float] = None
    cash: Optional[Decimal] = None
    settled_cash: Optional[Decimal] = None
    buying_power: Optional[Decimal] = None
    margin_balance: Optional[Decimal] = None


@dataclass(slots=True)
class Lot:
    """Individual lot information within a position."""

    acquired_date: Optional[str] = None
    quantity: Optional[float] = None
    cost_basis: Optional[Decimal] = None
    lot_id: Optional[str] = None


@dataclass(slots=True)
class Position:
    """Holding data for a specific security."""

    symbol: str
    description: Optional[str] = None
    asset_type: Optional[str] = None
    quantity: Optional[float] = None
    market_price: Optional[Decimal] = None
    market_value: Optional[Decimal] = None
    cost_basis_total: Optional[Decimal] = None
    unrealized_gain: Optional[Decimal] = None
    unrealized_gain_pct: Optional[float] = None
    lots: list[Lot] = field(default_factory=list)


@dataclass(slots=True)
class PortfolioSnapshot:
    """Aggregated view of equity holdings across accounts."""

    equities: list[Position]
    total_value: Optional[Decimal] = None
    count: int = 0


@dataclass(slots=True)
class MorningstarData:
    """Unified Morningstar data payload (existing equity fields)."""

    ticker: str
    company_name: Optional[str] = None
    previous_dividend_payment: Optional[str] = None
    previous_pay_date: Optional[str] = None
    previous_ex_date: Optional[str] = None
    frequency: Optional[str] = None
    annual_dividend_rate: Optional[str] = None
    annual_dividend_yield: Optional[str] = None
    fair_value: Optional[str] = None
    economic_moat: Optional[str] = None
    capital_allocation: Optional[str] = None
    rating: Optional[int] = None
    one_star_price: Optional[str] = None
    five_star_price: Optional[str] = None
    assessment: Optional[str] = None
    range_52_week: Optional[str] = None
    dividend_yield: Optional[str] = None
    investment_style: Optional[str] = None
    report_url: Optional[str] = None
    report_date: Optional[str] = None
    source: Optional[str] = None


@dataclass(slots=True)
class Transaction:
    """Normalized transaction record matching transactions feature."""

    date: str
    action: str
    symbol: Optional[str]
    description: str
    quantity: Optional[str]
    price: Optional[str]
    fees_comm: Optional[str]
    amount: Optional[str]


# Phase 1 Data Structures

@dataclass(slots=True)
class QuoteData:
    """Quote and price data from symbol bar."""
    
    price: Optional[float] = None
    change: Optional[float] = None
    change_percent: Optional[float] = None
    after_hours_price: Optional[float] = None
    after_hours_change: Optional[float] = None
    after_hours_change_percent: Optional[float] = None
    bid: Optional[float] = None
    ask: Optional[float] = None
    bid_ask_size: Optional[str] = None
    previous_close: Optional[float] = None
    open: Optional[float] = None
    volume: Optional[int] = None
    volume_vs_avg: Optional[str] = None
    day_range_low: Optional[float] = None
    day_range_high: Optional[float] = None
    week_52_low: Optional[float] = None
    week_52_high: Optional[float] = None
    market_cap: Optional[str] = None
    sector: Optional[str] = None
    exchange: Optional[str] = None


@dataclass(slots=True)
class EnhancedDividends:
    """Enhanced dividend data including forward-looking information."""
    
    # Forward-looking data (Phase 1)
    next_payment: Optional[float] = None
    next_pay_date: Optional[str] = None
    next_ex_date: Optional[str] = None
    
    # Existing data
    frequency: Optional[str] = None
    annual_rate: Optional[float] = None
    annual_yield: Optional[float] = None
    previous_payment: Optional[float] = None
    previous_pay_date: Optional[str] = None
    previous_ex_date: Optional[str] = None


@dataclass(slots=True)
class EarningsData:
    """Core earnings metrics and forecasts."""
    
    # Upcoming earnings
    next_announcement_date: Optional[str] = None
    announcement_timing: Optional[str] = None
    analysts_covering: Optional[int] = None
    consensus_estimate: Optional[float] = None
    estimate_high: Optional[float] = None
    estimate_low: Optional[float] = None
    
    # Historical earnings
    eps_ttm: Optional[float] = None
    revenue_ttm: Optional[float] = None  # Stored in dollars
    pe_ttm: Optional[float] = None
    forward_pe: Optional[float] = None
    peg_ratio: Optional[float] = None
    
    # Beat/miss history (simplified for Phase 1)
    recent_beats: list[dict] = field(default_factory=list)
    future_estimates: list[dict] = field(default_factory=list)


@dataclass(slots=True)
class CalculatedMetrics:
    """Calculated metrics derived from other data."""
    
    payout_ratio: Optional[float] = None


@dataclass(slots=True)
class EquityPhase1Data:
    """Complete Phase 1 enhanced equity data."""
    
    ticker: str
    quote: Optional[QuoteData] = None
    dividends: Optional[EnhancedDividends] = None
    earnings: Optional[EarningsData] = None
    calculated_metrics: Optional[CalculatedMetrics] = None