etrade copying skeleton

GenerateNU · Apr 18, 2024 · 5c38d68 · 5c38d68
1 parent 5e874b0
commit 5c38d68
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diff --git a/backend/src/models/etrade.go b/backend/src/models/etrade.go
@@ -1,6 +1,8 @@
 package models
 
-import "backend/src/types"
+import (
+	"backend/src/types"
+)
 
 type OAuthTokens struct {
 	types.Model

diff --git a/backend/src/services/etrade.go b/backend/src/services/etrade.go
@@ -8,6 +8,7 @@ import (
 	"fmt"
 	"io"
 	"net/http"
+	"net/url"
 	"time"
 
 	"github.com/gomodule/oauth1/oauth"
@@ -337,6 +338,77 @@ func (s *ETradeService) GetUserPortfolio(userID string) (models.UserPortfolio, e
 	return portfolio, nil
 }
 
+// PlaceOrder places an order on the E*Trade API
+func (s *ETradeService) PlaceOrder(userID string, order types.Order) error {
+	oauthTokens, err := s.getLastOAuthTokens(userID)
+	if err != nil {
+		return fmt.Errorf("error getting oauth token: %s", err)
+	}
+
+	client := newJSONClient()
+
+	// Create the required order details structure
+	orderDetails := types.PreviewOrderRequest{
+		ClientOrderID: fmt.Sprintf("%d", time.Now().UnixMilli()), // Use unique client order ID
+		Order: []types.OrderEntry{
+			{
+				Instrument: []types.Instrument{
+					{
+						Product: types.Product{
+							SecurityType: order.SecurityType, // "EQ" for stocks, "OPTION" for options, etc.
+							Symbol:       order.Symbol,
+						},
+						OrderAction:  order.Action,                           // "BUY", "SELL", etc.
+						QuantityType: types.QuantityType(order.QuantityType), // "QUANTITY", "DOLLARS", etc.
+						Quantity:     order.Quantity,
+					},
+				},
+				OrderTerm:     order.OrderTerm,     // "GOOD_FOR_DAY", "IMMEDIATE_OR_CANCEL", etc.
+				MarketSession: order.MarketSession, // "REGULAR", "EXTENDED_HOURS"
+				PriceType:     order.PriceType,     // "MARKET", "LIMIT", etc.
+				StopPrice:     order.StopPrice,     // Used for stop orders
+				LimitPrice:    order.LimitPrice,    // Used for limit orders
+				AllOrNone:     order.AllOrNone,     // Boolean
+			},
+		},
+	}
+
+	// Serialize orderDetails into JSON
+	orderData, err := json.Marshal(orderDetails)
+	if err != nil {
+		return fmt.Errorf("error serializing order details: %s", err)
+	}
+
+	// Calculate the URL based on order preview vs. actual placement
+	baseURL := fmt.Sprintf("https://%s.etrade.com/v1/accounts/%s/orders/place", APIEnv, order.AccountID)
+
+	// Make the API call using the OAuth credentials
+	orderValues, err := url.ParseQuery(string(orderData))
+	if err != nil {
+		return fmt.Errorf("error parsing order data: %s", err)
+	}
+
+	resp, err := oauthClient.Post(client, &oauth.Credentials{
+		Token:  oauthTokens.AccessToken,
+		Secret: oauthTokens.AccessSecret,
+	}, baseURL, orderValues)
+	if err != nil {
+		return fmt.Errorf("error sending order to E*Trade: %s", err)
+	}
+	defer resp.Body.Close()
+
+	// Handle potential API errors
+	if resp.StatusCode >= 400 {
+		body, _ := io.ReadAll(resp.Body)
+		return fmt.Errorf("E*Trade API error: %s", body)
+	}
+
+	// On success, you can extract the order ID from the response for confirmation
+	// or further tracking.
+
+	return nil
+}
+
 // newJSONClient is a helper function that creates an HTTP client to interact with the E*Trade API
 // not using this causes the E*Trade API to return XML instead of JSON
 func newJSONClient() *http.Client {

diff --git a/backend/src/types/model.go b/backend/src/types/model.go
@@ -118,3 +118,67 @@ type ClerkWebhookEvent struct {
 	Object string                 `json:"object"`
 	Type   string                 `json:"type"`
 }
+
+// Represents a trade order
+type Order struct {
+	AccountID     string       `json:"accountId"`
+	OrderType     string       `json:"orderType"`
+	Symbol        string       `json:"Product>symbol"`
+	SecurityType  string       `json:"Product>securityType"` // "EQ" for equity, "OPTION"
+	Action        string       `json:"orderAction"`          // "BUY", "SELL"
+	QuantityType  QuantityType `json:"quantityType"`         // "QUANTITY", "DOLLARS"
+	Quantity      int          `json:"quantity"`
+	OrderTerm     string       `json:"orderTerm"`     // "GOOD_FOR_DAY", "GOOD_UNTIL_CANCEL"
+	MarketSession string       `json:"marketSession"` // "REGULAR", "EXTENDED_HOURS"
+	PriceType     string       `json:"priceType"`     // "MARKET", "LIMIT"
+	LimitPrice    float64      `json:"limitPrice"`
+	StopPrice     float64      `json:"stopPrice"`
+	AllOrNone     bool         `json:"allOrNone"`
+	ClientOrderID string       `json:"clientOrderId"`
+	IsPreview     bool         `json:"isPreview"`
+	OrderID       string       `json:"orderId,omitempty"` // Provided by the API after order placement
+	Status        string       `json:"status,omitempty"`  // "OPEN", "FILLED", "CANCELLED"
+	PlacedTime    time.Time    `json:"placedTime,omitempty"`
+}
+
+// QuantityType represents the type of quantity used in an order
+type QuantityType string
+
+const (
+	QuantityTypeQuantity QuantityType = "QUANTITY"
+	QuantityTypeDollars  QuantityType = "DOLLARS"
+)
+
+// PreviewOrderRequest represents the structure for previewing an order on E*Trade
+type PreviewOrderRequest struct {
+	ClientOrderID string       `json:"clientOrderId"`
+	Order         []OrderEntry `json:"Order"`
+}
+
+// OrderEntry represents a single order entry with the order details
+type OrderEntry struct {
+	Instrument    []Instrument `json:"Instrument"`
+	OrderAction   string       `json:"orderAction"`
+	QuantityType  QuantityType `json:"quantityType"`
+	Quantity      int          `json:"quantity"`
+	OrderTerm     string       `json:"orderTerm"`
+	MarketSession string       `json:"marketSession"`
+	PriceType     string       `json:"priceType"`
+	LimitPrice    float64      `json:"limitPrice,omitempty"`
+	StopPrice     float64      `json:"stopPrice,omitempty"`
+	AllOrNone     bool         `json:"allOrNone"`
+}
+
+// Instrument represents a single financial instrument in an order
+type Instrument struct {
+	Product      Product      `json:"Product"`
+	OrderAction  string       `json:"orderAction"`  // Redundant, but sometimes expected by E*Trade APIs
+	QuantityType QuantityType `json:"quantityType"` // Also possibly redundant
+	Quantity     int          `json:"quantity"`
+}
+
+// Product represents product details like security type and symbol
+type Product struct {
+	SecurityType string `json:"securityType"`
+	Symbol       string `json:"symbol"`
+}
diff --git a/frontend/services/etrade.ts b/frontend/services/etrade.ts
@@ -34,3 +34,19 @@ export const getPortoflio = async (id: string): Promise<UserPortfolio> => {
   );
   return response.data;
 }
+
+// export const copyPortfolio = async (id: string, portfolio: UserPortfolio): Promise<HttpStatusCode> => {
+//   const response: AxiosResponse = await axios.post<UserPortfolio>(
+//     `http://${API_LINK}/etrade/portfolio/${id}`,
+//     portfolio,
+//   );
+//   return response.status;
+// }
+
+export const makeOrder = async (id: string, ticker: string, quantity: number, type: string): Promise<HttpStatusCode> => {
+  const response: AxiosResponse = await axios.post<UserPortfolio>(
+    `http://${API_LINK}/etrade/order/${id}`,
+    { ticker: ticker, quantity: quantity, type: type },
+  );
+  return response.status;
+}