Cerbero-mcp/src/cerbero_mcp/exchanges/ibkr/client.py

"""IBKR Client Portal Web API client (REST httpx + OAuth1a)."""
from __future__ import annotations

import logging
import time
from collections import OrderedDict
from dataclasses import dataclass, field
from typing import Any

import httpx

from cerbero_mcp.common.http import async_client
from cerbero_mcp.exchanges.ibkr.oauth import (
    IBKRAuthError,
    OAuth1aSigner,
    _percent_encode,
)

logger = logging.getLogger(__name__)


class IBKRError(Exception):
    """Generic IBKR API error (non-auth)."""


_TICKLE_INTERVAL_S = 240.0  # tickle if last call > 4min ago


@dataclass
class IBKRClient:
    signer: OAuth1aSigner
    account_id: str
    paper: bool = True
    base_url: str = "https://api.ibkr.com/v1/api"

    _conid_cache: OrderedDict[str, int] = field(
        default_factory=OrderedDict, init=False, repr=False
    )
    _last_request_at: float = field(default=0.0, init=False, repr=False)
    _http: httpx.AsyncClient | None = field(default=None, init=False, repr=False)

    _CONID_CACHE_MAX = 1024

    def __post_init__(self) -> None:
        # IBKR Client Portal gateway latency is higher than crypto exchanges
        # (lookup roundtrip + session validation); 30s matches Alpaca's choice.
        self._http = async_client(timeout=30.0)

    async def aclose(self) -> None:
        if self._http and not self._http.is_closed:
            await self._http.aclose()

    async def health(self) -> dict[str, Any]:
        return {"status": "ok", "paper": self.paper}

    def is_testnet(self) -> dict[str, Any]:
        return {"testnet": self.paper, "base_url": self.base_url}

    async def _build_auth_header(self, method: str, url: str) -> str:
        await self.signer.get_live_session_token(base_url=self.base_url)
        params = self.signer.make_oauth_params()
        params["oauth_signature_method"] = "HMAC-SHA256"
        sig = self.signer.sign_with_lst(method, url, params)
        params["oauth_signature"] = sig
        return "OAuth realm=\"limited_poa\", " + ", ".join(
            f'{k}="{_percent_encode(v)}"' for k, v in sorted(params.items())
        )

    async def _maybe_tickle(self) -> None:
        if time.monotonic() - self._last_request_at < _TICKLE_INTERVAL_S:
            return
        if self._http is None:  # pragma: no cover
            return
        try:
            url = f"{self.base_url}/tickle"
            auth = await self._build_auth_header("POST", url)
            await self._http.post(url, headers={"Authorization": auth})
        except Exception as exc:
            # Best-effort: failure shouldn't block the real request, but log
            # so misconfigured signer / dead session aren't invisible.
            logger.debug("ibkr tickle best-effort failed: %s", exc)

    async def _force_lst_refresh(self) -> None:
        """Invalidate cached LST and remint on next call."""
        self.signer._live_session_token = None
        self.signer._lst_expires_at = 0.0

    async def _request(
        self,
        method: str,
        path: str,
        *,
        params: dict[str, Any] | None = None,
        json_body: dict[str, Any] | None = None,
        skip_tickle: bool = False,
        _retried_auth: bool = False,
    ) -> Any:
        if self._http is None:  # pragma: no cover — set in __post_init__
            raise IBKRError("http client not initialized")
        if not skip_tickle:
            await self._maybe_tickle()
        url = f"{self.base_url}{path}"
        auth = await self._build_auth_header(method, url)
        clean_params = (
            {k: v for k, v in params.items() if v is not None}
            if params else None
        )
        resp = await self._http.request(
            method, url,
            params=clean_params or None,
            json=json_body,
            headers={"Authorization": auth, "User-Agent": "cerbero-mcp/2.0"},
        )
        self._last_request_at = time.monotonic()
        if resp.status_code == 401 and not _retried_auth:
            # Retry once with fresh LST (per spec: IBKR_AUTH_FAILED retryable)
            logger.info("ibkr 401 on %s %s — refreshing LST and retrying once", method, path)
            await self._force_lst_refresh()
            return await self._request(
                method, path, params=params, json_body=json_body,
                skip_tickle=skip_tickle, _retried_auth=True,
            )
        if resp.status_code == 401:
            raise IBKRAuthError(f"401 on {method} {path} (after retry): {resp.text[:200]}")
        if resp.status_code == 429:
            raise IBKRError(f"IBKR_RATE_LIMITED: {resp.text[:200]}")
        if resp.status_code >= 500:
            raise IBKRError(f"IBKR_SERVER_ERROR status={resp.status_code}")
        if resp.status_code >= 400:
            raise IBKRError(f"IBKR_HTTP_{resp.status_code}: {resp.text[:300]}")
        if not resp.content:
            return {}
        return resp.json()

    async def get_account(self) -> dict:
        return await self._request("GET", f"/portfolio/{self.account_id}/summary")