src/crypto_analysis/tools/order_tools.py

import os
import requests
import json
from typing import Dict, Any, Optional, Union
from datetime import datetime
from crewai.tools import BaseTool
from pydantic import Field, BaseModel

# Create a specific schema for the tool input
class AlpacaOrderInput(BaseModel):
    action: str = Field(description="'buy', 'sell', or 'check' to check account")
    symbol: str = Field(default="BTC/USD", description="Crypto trading pair (e.g., BTC/USD)")
    quantity: Optional[float] = Field(default=None, description="Specific quantity to trade")
    allocation_percentage: Optional[int] = Field(default=None, description="Percentage of portfolio to allocate")
    confidence: Optional[int] = Field(default=None, description="Confidence level (0-100)")

class AlpacaCryptoOrderTool(BaseTool):
    name: str = "Alpaca Crypto Order Execution Tool"
    description: str = "Execute cryptocurrency buy/sell orders on Alpaca based on trading signals"
    
    # Define fields
    api_key: Optional[str] = Field(default=None, description="Alpaca API key")
    api_secret: Optional[str] = Field(default=None, description="Alpaca API secret")
    is_paper: bool = Field(default=True, description="Whether to use paper trading API")
    base_url: str = Field(default="https://paper-api.alpaca.markets", description="API base URL for trading")
    data_url: str = Field(default="https://data.alpaca.markets", description="API base URL for market data")
    
    # Define the schema for the arguments
    args_schema: type[AlpacaOrderInput] = AlpacaOrderInput
    
    def __init__(self, **kwargs):
        # Initialize the base class first
        super().__init__(**kwargs)
        
        # Set the API keys from environment variables if not provided directly
        if not self.api_key:
            self.api_key = os.getenv("ALPACA_API_KEY")
        if not self.api_secret:
            self.api_secret = os.getenv("ALPACA_API_SECRET")
        
        # Set the API base URL based on whether we're using paper trading (only for trading API)
        if 'base_url' not in kwargs:  # Only set if not provided directly
            self.base_url = "https://paper-api.alpaca.markets" if self.is_paper else "https://api.alpaca.markets"
        
        print(f"Initialized Alpaca Order Tool with API key: {'Present' if self.api_key else 'Missing'}")
        print(f"Using API endpoints: Trading={self.base_url}, Data={self.data_url}")
    
    def _run(self, **kwargs) -> Dict[str, Any]:
        """
        Execute a crypto order on Alpaca
        
        Args can be provided either as individual parameters or as kwargs:
            action: 'buy', 'sell', or 'check' (to check account)
            symbol: Crypto symbol to trade (e.g., "BTC/USD")
            quantity: Specific quantity to trade (e.g., 0.001 BTC)
            allocation_percentage: Alternative to quantity - percentage of portfolio to allocate
            confidence: Optional confidence level (0-100) to include in order metadata
            
        Returns:
            Dictionary with order results
        """
        try:
            # Extract parameters from kwargs
            action = kwargs.get('action')
            symbol = kwargs.get('symbol', 'BTC/USD')
            quantity = kwargs.get('quantity')
            allocation_percentage = kwargs.get('allocation_percentage')
            confidence = kwargs.get('confidence')
            
            # Log all inputs for debugging
            print(f"Raw input kwargs: {kwargs}")
            print(f"Extracted params: action={action}, symbol={symbol}, quantity={quantity}, allocation_percentage={allocation_percentage}, confidence={confidence}")
            
            # Validate action is provided
            if not action:
                print("Missing required parameter: action")
                return {
                    "error": "Missing required parameter: action. Must be 'buy', 'sell', or 'check'.",
                    "success": False
                }
            
            # Ensure proper symbol format (convert BTCUSD to BTC/USD if needed)
            if symbol == "BTCUSD":
                symbol = "BTC/USD"
                print(f"Corrected symbol format from BTCUSD to {symbol}")
            elif symbol == "ETHUSD":
                symbol = "ETH/USD"
                print(f"Corrected symbol format from ETHUSD to {symbol}")
            
            print(f"Order Tool called with action={action}, symbol={symbol}, quantity={quantity}, allocation_percentage={allocation_percentage}")
            
            # Validate action
            if action.lower() not in ["buy", "sell", "check"]:
                print(f"Invalid action: {action}")
                return {
                    "error": f"Invalid action: {action}. Use 'buy', 'sell', or 'check'.",
                    "success": False
                }
            
            # Check account status if requested
            if action.lower() == "check":
                print("Checking account status")
                account_info = self._check_account()
                if account_info.get("success", False):
                    print(f"Account check successful: Cash={account_info.get('cash')}, Equity={account_info.get('equity')}")
                return account_info
            
            # Ensure we have valid credentials
            if not self.api_key or not self.api_secret:
                print("Missing API credentials")
                return {
                    "error": "Missing API credentials. Please set ALPACA_API_KEY and ALPACA_API_SECRET environment variables.",
                    "success": False
                }
            
            # For buy/sell, validate we have either quantity or allocation_percentage
            if action.lower() in ["buy", "sell"] and quantity is None and allocation_percentage is None:
                print("Missing both quantity and allocation_percentage")
                return {
                    "error": "For buy/sell orders, you must provide either quantity OR allocation_percentage",
                    "success": False
                }
            
            # Convert allocation_percentage to integer if it's a string
            if allocation_percentage is not None and isinstance(allocation_percentage, str):
                try:
                    allocation_percentage = int(allocation_percentage.strip('%'))
                    print(f"Converted allocation_percentage from string to int: {allocation_percentage}")
                except ValueError:
                    return {
                        "error": f"Invalid allocation_percentage format: {allocation_percentage}. Must be an integer or percentage string.",
                        "success": False
                    }
            
            # Convert quantity to float if it's a string
            if quantity is not None and isinstance(quantity, str):
                try:
                    quantity = float(quantity)
                    print(f"Converted quantity from string to float: {quantity}")
                except ValueError:
                    return {
                        "error": f"Invalid quantity format: {quantity}. Must be a number.",
                        "success": False
                    }
            
            # Determine the quantity based on inputs
            final_quantity = None
            
            # For 'sell' action with allocation percentage, we need to check current positions
            if action.lower() == "sell" and allocation_percentage is not None:
                print(f"Selling with allocation percentage: {allocation_percentage}%")
                # Get current positions to determine how much to sell
                positions = self._get_positions(symbol)
                if not positions:
                    return {
                        "error": f"No position found for {symbol} to sell",
                        "success": False,
                        "positions_checked": True
                    }
                
                # Calculate quantity to sell based on allocation percentage
                position_qty = float(positions.get("qty", 0))
                sell_qty = position_qty * (allocation_percentage / 100.0)
                
                # Ensure minimum order size
                min_order_size = 0.0001 if "BTC" in symbol else 0.001
                if sell_qty < min_order_size:
                    sell_qty = min(min_order_size, position_qty)
                    
                final_quantity = round(sell_qty, 8)
                print(f"Calculated sell quantity: {final_quantity} from position quantity: {position_qty}")
                
            elif quantity is not None:
                # Direct quantity specification
                final_quantity = quantity
                print(f"Using directly specified quantity: {final_quantity}")
                
            elif allocation_percentage is not None:
                # Calculate quantity based on allocation percentage
                print(f"Calculating buy quantity based on allocation percentage: {allocation_percentage}%")
                account_info = self._check_account()
                if "error" in account_info:
                    return account_info
                
                # Get account cash and calculate notional amount to trade
                cash = float(account_info.get("cash", 0))
                equity = float(account_info.get("equity", cash))  # Use equity if available, otherwise cash
                
                # For allocation, we should use total equity for a more accurate percentage
                allocation_amount = equity * (allocation_percentage / 100.0)
                
                print(f"Account equity: ${equity}, Cash: ${cash}, Allocation amount: ${allocation_amount}")
                
                # Get current price to calculate quantity
                current_price = self._get_current_price(symbol)
                if current_price is None:
                    # We've already tried all price retrieval methods and failed
                    # Check if this is a BUY order - we can use a default quantity
                    if action.lower() == "buy":
                        # For buy orders, we can use a default minimum quantity
                        min_order_size = 0.0001 if "BTC" in symbol else 0.001
                        print(f"WARNING: Price retrieval failed. Using minimum order size: {min_order_size}")
                        
                        # Verify we have enough cash for minimum order
                        estimated_btc_price = 60000.0  # Fallback estimate for BTC price
                        estimated_cost = min_order_size * estimated_btc_price
                        
                        if cash >= estimated_cost * 1.05:  # Add 5% buffer for price fluctuations
                            print(f"Proceeding with minimum order using estimated price ~${estimated_btc_price}")
                            final_quantity = min_order_size
                        else:
                            return {
                                "error": f"Failed to get current price for {symbol} and insufficient cash for minimum order",
                                "success": False,
                                "price_retrieval_failed": True
                            }
                    else:
                        # For sell orders, we need the current price
                        return {
                            "error": f"Failed to get current price for {symbol}. The account status is verified with sufficient funds available for execution when the issue is resolved.",
                            "success": False,
                            "price_retrieval_failed": True
                        }
                else:
                    print(f"Current price for {symbol}: ${current_price}")
                    
                    # Calculate exact quantity of BTC to buy based on allocation amount and price
                    final_quantity = allocation_amount / current_price
                    
                    # Format to appropriate number of decimal places based on symbol
                    if "BTC" in symbol:
                        final_quantity = round(final_quantity, 8)  # 8 decimal places for BTC
                    else:
                        final_quantity = round(final_quantity, 4)  # 4 decimal places for most other cryptos
                    
                    print(f"Calculated quantity to {action}: {final_quantity} BTC (worth ${allocation_amount:.2f})")
                    
                    # Set minimum order size
                    min_order_size = 0.0001 if "BTC" in symbol else 0.001
                    if final_quantity < min_order_size:
                        print(f"Calculated quantity {final_quantity} is below minimum order size {min_order_size}")
                        if allocation_amount > 5:  # Only place order if allocation is meaningful
                            final_quantity = min_order_size
                            print(f"Setting to minimum order size: {min_order_size} BTC")
                        else:
                            return {
                                "error": f"Allocation amount ${allocation_amount:.2f} too small for minimum order size of {min_order_size} BTC (${min_order_size * current_price:.2f})",
                                "success": False,
                                "allocation_too_small": True
                            }
            
            if final_quantity is None or final_quantity <= 0:
                print("Invalid quantity determined")
                return {
                    "error": "Invalid quantity. Please provide either a valid quantity or allocation percentage.",
                    "success": False
                }
            
            # Execute the order
            print(f"Placing {action} order for {final_quantity} of {symbol}")
            order_result = self._place_order(
                symbol=symbol,
                side=action.lower(),
                quantity=final_quantity,
                confidence=confidence
            )
            
            if order_result.get("success", False):
                print(f"Order placed successfully: {order_result.get('order_id')}")
            else:
                print(f"Order failed: {order_result.get('error')}")
                
            return order_result
            
        except Exception as e:
            print(f"Error executing order: {str(e)}")
            return {
                "error": f"Error executing order: {str(e)}",
                "success": False
            }
    
    def _check_account(self) -> Dict[str, Any]:
        """Get account information from Alpaca"""
        try:
            url = f"{self.base_url}/v2/account"
            headers = {
                "Apca-Api-Key-Id": self.api_key,
                "Apca-Api-Secret-Key": self.api_secret
            }
            
            response = requests.get(url, headers=headers)
            
            if response.status_code != 200:
                return {
                    "error": f"Failed to get account info: {response.text}",
                    "success": False
                }
            
            account_data = response.json()
            
            return {
                "account_id": account_data.get("id"),
                "cash": account_data.get("cash"),
                "equity": account_data.get("equity"),
                "buying_power": account_data.get("buying_power"),
                "success": True
            }
            
        except Exception as e:
            return {
                "error": f"Error checking account: {str(e)}",
                "success": False
            }
    
    def _get_current_price(self, symbol: str) -> Optional[float]:
        """Get the current price of a crypto asset"""
        try:
            # Ensure proper symbol format (convert BTCUSD to BTC/USD if needed)
            if symbol == "BTCUSD":
                symbol = "BTC/USD"
                print(f"Corrected symbol format from BTCUSD to {symbol} in _get_current_price")
            elif symbol == "ETHUSD":
                symbol = "ETH/USD"
                print(f"Corrected symbol format from ETHUSD to {symbol} in _get_current_price")
            
            # First attempt: Use latest bars endpoint
            print(f"Attempting to get price for {symbol} using latest bars endpoint")
            price = self._try_get_price_from_bars(symbol)
            if price is not None:
                return price
                
            # Second attempt: Try the snapshots endpoint
            print(f"Attempting to get price for {symbol} using snapshots endpoint")
            price = self._try_get_price_from_snapshots(symbol)
            if price is not None:
                return price
                
            # Third attempt: Try orderbook endpoint
            print(f"Attempting to get price for {symbol} using orderbook endpoint")
            price = self._try_get_price_from_orderbook(symbol)
            if price is not None:
                return price
                
            # If all attempts fail, use a fallback hardcoded price
            print(f"WARNING: Could not get price for {symbol} from any API endpoint. Using fallback price.")
            fallback_prices = {
                "BTC/USD": 85000.00,  # Approximate BTC price as fallback
            }
            if symbol in fallback_prices:
                print(f"Using fallback price for {symbol}: ${fallback_prices[symbol]}")
                return fallback_prices[symbol]
                
            return None
            
        except Exception as e:
            print(f"Error getting price: {str(e)}")
            return None
    
    def _try_get_price_from_bars(self, symbol: str) -> Optional[float]:
        """Try to get price from the bars endpoint"""
        try:
            url = f"{self.data_url}/v1beta3/crypto/us/latest/bars"
            headers = {
                "Apca-Api-Key-Id": self.api_key,
                "Apca-Api-Secret-Key": self.api_secret
            }
            params = {"symbols": symbol}
            
            print(f"Getting current price from bars endpoint: {url} for symbol {symbol}")
            response = requests.get(url, headers=headers, params=params)
            
            if response.status_code != 200:
                print(f"Error getting price from bars: {response.status_code} - {response.text}")
                return None
            
            data = response.json()
            print(f"Bars response: {json.dumps(data)[:300]}...")
            
            if "bars" not in data or symbol not in data["bars"] or not data["bars"][symbol]:
                print(f"No bar data found for {symbol}")
                return None
            
            # Return the close price of the latest bar
            return float(data["bars"][symbol][0]["c"])
            
        except Exception as e:
            print(f"Error in _try_get_price_from_bars: {str(e)}")
            return None
    
    def _try_get_price_from_snapshots(self, symbol: str) -> Optional[float]:
        """Try to get price from the snapshots endpoint"""
        try:
            url = f"{self.data_url}/v1beta3/crypto/us/snapshots"
            headers = {
                "Apca-Api-Key-Id": self.api_key,
                "Apca-Api-Secret-Key": self.api_secret
            }
            params = {"symbols": symbol}
            
            print(f"Getting current price from snapshots endpoint: {url} for symbol {symbol}")
            response = requests.get(url, headers=headers, params=params)
            
            if response.status_code != 200:
                print(f"Error getting price from snapshots: {response.status_code} - {response.text}")
                return None
            
            data = response.json()
            print(f"Snapshots response: {json.dumps(data)[:300]}...")
            
            if "snapshots" not in data or symbol not in data["snapshots"]:
                print(f"No snapshot data found for {symbol}")
                return None
            
            # Try to get price from latest bar in the snapshot
            snapshot = data["snapshots"][symbol]
            if "bar" in snapshot and snapshot["bar"]:
                return float(snapshot["bar"]["c"])
                
            # Try to get price from latest quote in the snapshot
            if "quote" in snapshot and snapshot["quote"]:
                ask = snapshot["quote"].get("ap")
                bid = snapshot["quote"].get("bp")
                if ask and bid:
                    return (float(ask) + float(bid)) / 2  # Average of bid and ask
                elif ask:
                    return float(ask)
                elif bid:
                    return float(bid)
            
            return None
            
        except Exception as e:
            print(f"Error in _try_get_price_from_snapshots: {str(e)}")
            return None
    
    def _try_get_price_from_orderbook(self, symbol: str) -> Optional[float]:
        """Try to get price from the orderbook endpoint"""
        try:
            url = f"{self.data_url}/v1beta3/crypto/us/latest/orderbooks"
            headers = {
                "Apca-Api-Key-Id": self.api_key,
                "Apca-Api-Secret-Key": self.api_secret
            }
            params = {"symbols": symbol}
            
            print(f"Getting current price from orderbook endpoint: {url} for symbol {symbol}")
            response = requests.get(url, headers=headers, params=params)
            
            if response.status_code != 200:
                print(f"Error getting price from orderbook: {response.status_code} - {response.text}")
                return None
            
            data = response.json()
            print(f"Orderbook response: {json.dumps(data)[:300]}...")
            
            if "orderbooks" not in data or symbol not in data["orderbooks"]:
                print(f"No orderbook data found for {symbol}")
                return None
            
            orderbook = data["orderbooks"][symbol]
            
            # Try to get mid price from best bid and ask
            if "a" in orderbook and orderbook["a"] and "b" in orderbook and orderbook["b"]:
                best_ask = float(orderbook["a"][0]["p"]) if orderbook["a"] else None
                best_bid = float(orderbook["b"][0]["p"]) if orderbook["b"] else None
                
                if best_ask and best_bid:
                    return (best_ask + best_bid) / 2  # Mid price
                elif best_ask:
                    return best_ask
                elif best_bid:
                    return best_bid
            
            return None
            
        except Exception as e:
            print(f"Error in _try_get_price_from_orderbook: {str(e)}")
            return None
    
    def _place_order(self, symbol: str, side: str, quantity: float, confidence: Optional[int] = None) -> Dict[str, Any]:
        """Place a crypto order on Alpaca"""
        try:
            # Ensure proper symbol format
            if symbol == "BTCUSD":
                symbol = "BTC/USD"
                print(f"Corrected symbol format from BTCUSD to {symbol} in _place_order")
            elif symbol == "ETHUSD":
                symbol = "ETH/USD"
                print(f"Corrected symbol format from ETHUSD to {symbol} in _place_order")
                
            url = f"{self.base_url}/v2/orders"
            
            headers = {
                "Apca-Api-Key-Id": self.api_key,
                "Apca-Api-Secret-Key": self.api_secret,
                "Content-Type": "application/json"
            }
            
            # Ensure quantity is properly formatted
            # Alpaca requires qty as a string with appropriate precision
            if "BTC" in symbol:
                qty_str = f"{quantity:.8f}".rstrip('0').rstrip('.') if '.' in f"{quantity:.8f}" else f"{quantity:.8f}"
            else:
                qty_str = f"{quantity:.4f}".rstrip('0').rstrip('.') if '.' in f"{quantity:.4f}" else f"{quantity:.4f}"
            
            print(f"Formatting quantity {quantity} as '{qty_str}' for API call")
            
            # Prepare the order data
            order_data = {
                "symbol": symbol,
                "qty": qty_str,  # Use formatted string
                "side": side,
                "type": "market",
                "time_in_force": "gtc"
            }
            
            print(f"Sending order data to Alpaca: {json.dumps(order_data)}")
            
            # Add custom metadata if confidence is provided
            if confidence is not None:
                order_data["client_order_id"] = f"signal-{confidence}-{datetime.now().strftime('%Y%m%d%H%M%S')}"
            
            # Send the order request
            response = requests.post(url, headers=headers, json=order_data)
            
            if response.status_code not in [200, 201]:
                return {
                    "error": f"Failed to place order: {response.text}",
                    "success": False
                }
            
            # Parse the response
            order_response = response.json()
            
            # Get the current price for reference
            current_price = self._get_current_price(symbol)
            
            # Return order details
            return {
                "order_id": order_response.get("id"),
                "client_order_id": order_response.get("client_order_id"),
                "symbol": order_response.get("symbol"),
                "side": order_response.get("side"),
                "quantity": order_response.get("qty"),
                "order_type": order_response.get("type"),
                "status": order_response.get("status"),
                "current_price": current_price,
                "created_at": order_response.get("created_at"),
                "confidence": confidence,
                "success": True
            }
            
        except Exception as e:
            return {
                "error": f"Error placing order: {str(e)}",
                "success": False
            }
    
    def _get_positions(self, symbol: str = None) -> Dict[str, Any]:
        """Get current positions from Alpaca"""
        try:
            # Ensure proper symbol format if provided
            original_symbol = symbol
            
            # Normalize the symbol for comparison - can come in various formats
            normalized_symbol = None
            if symbol:
                # Remove '/' for comparison if present
                if '/' in symbol:
                    normalized_symbol = symbol.replace('/', '')
                else:
                    # Add '/' if not present (e.g., BTCUSD -> BTC/USD)
                    if symbol == "BTCUSD":
                        normalized_symbol = "BTC/USD"
                        symbol = "BTC/USD"
                    elif symbol == "ETHUSD":
                        normalized_symbol = "ETH/USD"
                        symbol = "ETH/USD"
                    else:
                        # Try to insert a slash at the right place for other symbols
                        if len(symbol) >= 6 and symbol[0:3].isalpha() and symbol[3:].isalpha():
                            normalized_symbol = f"{symbol[0:3]}/{symbol[3:]}"
                            symbol = normalized_symbol
            
            print(f"Getting positions for symbol: {symbol}, original input: {original_symbol}, normalized: {normalized_symbol}")
            
            url = f"{self.base_url}/v2/positions"
            headers = {
                "Apca-Api-Key-Id": self.api_key,
                "Apca-Api-Secret-Key": self.api_secret
            }
            
            # First get all positions to handle different symbol formats
            response = requests.get(url, headers=headers)
            
            if response.status_code == 404:
                # No positions found
                print("No positions found (404 response)")
                return {}
                
            if response.status_code != 200:
                print(f"Error getting positions: {response.text}")
                return {}
            
            positions_data = response.json()
            
            # If nothing was returned or not a list
            if not positions_data or not isinstance(positions_data, list):
                print(f"No positions data returned or unexpected format: {positions_data}")
                return {}
            
            # If we're not looking for a specific symbol, return all positions
            if not symbol:
                return positions_data
                
            # Find position that matches our symbol in any format
            for position in positions_data:
                pos_symbol = position.get("symbol", "")
                print(f"Checking position with symbol: {pos_symbol}")
                
                # Try different matching approaches to find BTC position
                # 1. Direct match
                if pos_symbol == symbol:
                    print(f"Direct symbol match found: {pos_symbol}")
                    return position
                    
                # 2. Normalized match (without slash)
                if normalized_symbol and pos_symbol.replace('/', '') == normalized_symbol.replace('/', ''):
                    print(f"Normalized symbol match found: {pos_symbol} matches {normalized_symbol}")
                    return position
                    
                # 3. Match by asset name for crypto
                if "BTC" in symbol.upper() and "BTC" in pos_symbol.upper():
                    print(f"BTC match found in position symbol: {pos_symbol}")
                    return position
                    
                # 4. Match by asset name for ETH
                if "ETH" in symbol.upper() and "ETH" in pos_symbol.upper():
                    print(f"ETH match found in position symbol: {pos_symbol}")
                    return position
            
            # If we got here, no matching position was found
            print(f"No matching position found for {symbol} among: {[p.get('symbol', 'N/A') for p in positions_data]}")
            return {}
            
        except Exception as e:
            print(f"Error getting positions: {str(e)}")
            return {}