kitecli 0.1.1__tar.gz → 0.2.1__tar.gz

{kitecli-0.1.1 → kitecli-0.2.1}/PKG-INFO

@@ -1,7 +1,7 @@
 Metadata-Version: 2.4
 Name: kitecli
-Version: 0.1.1
-Summary: Kite Connect CLI — Multi-account Zerodha trading positions viewer
+Version: 0.2.1
+Summary: KiteCLI — Multi-account, multi-broker trading positions viewer (Zerodha + Kotak Neo)
 Author: KiteCLI Team
 License: MIT
 Requires-Python: >=3.10
@@ -20,6 +20,8 @@ Requires-Dist: uvicorn[standard]>=0.27.0; extra == "server"
 Requires-Dist: pydantic>=2.0.0; extra == "server"
 Provides-Extra: bot
 Requires-Dist: python-telegram-bot>=20.0; extra == "bot"
+Provides-Extra: kotak
+Requires-Dist: neo-api-client>=1.0.0; extra == "kotak"
 Provides-Extra: dev
 Requires-Dist: pytest>=8.0.0; extra == "dev"
 Requires-Dist: pytest-asyncio>=0.23.0; extra == "dev"

kitecli-0.2.1/cli/api_client.py

@@ -0,0 +1,567 @@
+"""
+Local KiteCLI client.
+
+Wraps broker-specific account managers (KiteAccountManager for Zerodha,
+KotakAccountManager for Kotak) via a unified registry.  Public API is
+identical to the previous single-broker version so that cli/main.py and
+cli/live_session.py require zero changes.
+"""
+
+from concurrent.futures import ThreadPoolExecutor
+from cli.kite_manager import KiteAccountManager
+
+
+class KCLIClientError(Exception):
+    """Raised when a broker API call fails."""
+
+
+# Broker-specific singleton managers (shared across KCLIClient instances)
+_kite_manager = KiteAccountManager()
+# Kotak manager is imported lazily so that projects without neo-api-client
+# installed still work fine as pure-Zerodha setups.
+_kotak_manager = None  # type: ignore[assignment]
+
+
+def _get_kotak_manager():
+    """Return the KotakAccountManager singleton, importing it on first use."""
+    global _kotak_manager
+    if _kotak_manager is None:
+        try:
+            from cli.kotak_manager import KotakAccountManager
+            _kotak_manager = KotakAccountManager()
+        except ImportError as exc:
+            raise ImportError(
+                "Kotak Neo support requires the 'neo-api-client' package. "
+                "Install it with: pip install neo-api-client"
+            ) from exc
+    return _kotak_manager
+
+
+# Module-level map: account_key → manager instance (populated in KCLIClient.__init__)
+_account_manager_map: dict = {}
+
+
+def _manager_for(account_key: str):
+    """Return the broker manager responsible for the given account key."""
+    return _account_manager_map.get(account_key, _kite_manager)
+
+
+# Legacy compatibility alias used by live_session.py for WebSocket init
+_manager = _kite_manager
+
+
+class KCLIClient:
+    """Local client that delegates to per-broker account managers.
+
+    Args:
+        accounts: List of account dicts from config.  Each account may
+                  include a ``"broker"`` key (``"zerodha"`` or ``"kotak"``;
+                  defaults to ``"zerodha"`` when omitted).  Accounts are
+                  initialised eagerly in parallel so that session tokens are
+                  restored before the first command runs.
+    """
+
+    def __init__(self, accounts: list[dict]) -> None:
+        self._accounts = accounts
+        self.accounts = accounts
+        # Determine the account_key field per account (api_key for Zerodha,
+        # consumer_key for Kotak).
+        self._api_keys = []  # Zerodha api_keys (used by WebSocket layer)
+
+        def init_one(acct):
+            broker = acct.get("broker", "zerodha").lower()
+            if broker == "kotak":
+                mgr = _get_kotak_manager()
+                account_key = acct.get("consumer_key", acct.get("api_key", ""))
+                mgr.init_account_kotak(
+                    consumer_key=account_key,
+                    consumer_secret=acct.get("consumer_secret", ""),
+                    mobile_number=acct.get("mobile_number", ""),
+                    password=acct.get("password", ""),
+                    mpin=acct.get("mpin", ""),
+                    ucc=acct.get("ucc", ""),
+                    name=acct.get("name", ""),
+                    totp_secret=acct.get("totp_secret", ""),
+                    proxy=acct.get("proxy"),
+                )
+                _account_manager_map[account_key] = mgr
+                # Ensure api_key field is populated for downstream code
+                acct.setdefault("api_key", account_key)
+            else:
+                # Default: Zerodha
+                api_key = acct.get("api_key", "")
+                _kite_manager.init_account_kite(
+                    api_key=api_key,
+                    api_secret=acct.get("api_secret", ""),
+                    name=acct.get("name", ""),
+                    proxy=acct.get("proxy"),
+                )
+                _account_manager_map[api_key] = _kite_manager
+                self._api_keys.append(api_key)
+
+        with ThreadPoolExecutor(max_workers=max(1, len(accounts))) as executor:
+            list(executor.map(init_one, accounts))
+
+
+    # ── compatibility helpers ──────────────────────────────────────
+
+    def health_check(self) -> bool:
+        """Always True — no server to ping in local mode."""
+        return True
+
+    # ── public API (mirrors old KCLIClient exactly, but runs in parallel) ──
+
+    def init_accounts(self, accounts: list[dict]) -> dict:
+        """Initialise (or re-initialise) accounts and attempt auto-login in parallel."""
+        def init_one(acct):
+            broker = acct.get("broker", "zerodha").lower()
+            if broker == "kotak":
+                mgr = _get_kotak_manager()
+                account_key = acct.get("consumer_key", acct.get("api_key", ""))
+                name = acct.get("name", account_key)
+                mgr.init_account_kotak(
+                    consumer_key=account_key,
+                    consumer_secret=acct.get("consumer_secret", ""),
+                    mobile_number=acct.get("mobile_number", ""),
+                    password=acct.get("password", ""),
+                    mpin=acct.get("mpin", ""),
+                    ucc=acct.get("ucc", ""),
+                    name=name,
+                    totp_secret=acct.get("totp_secret", ""),
+                    proxy=acct.get("proxy"),
+                )
+                _account_manager_map[account_key] = mgr
+                acct.setdefault("api_key", account_key)
+                # Attempt auto-login for Kotak
+                if not mgr.is_authenticated(account_key):
+                    success = mgr.auto_login(account_key)
+                    return {
+                        "name": name, "api_key": account_key,
+                        "login_url": "",
+                        "auto_logged_in": success,
+                        "message": "Auto-login successful" if success else "Auto-login failed",
+                    }
+                return {
+                    "name": name, "api_key": account_key,
+                    "login_url": "", "auto_logged_in": True,
+                    "message": "Session restored",
+                }
+            else:
+                # Zerodha
+                api_key = acct.get("api_key", "")
+                name = acct.get("name", api_key)
+                login_url = _kite_manager.init_account_kite(
+                    api_key=api_key,
+                    api_secret=acct.get("api_secret", ""),
+                    name=name,
+                    proxy=acct.get("proxy"),
+                )
+                _account_manager_map[api_key] = _kite_manager
+
+                if _kite_manager.is_authenticated(api_key):
+                    return {
+                        "name": name, "api_key": api_key,
+                        "login_url": login_url, "auto_logged_in": True,
+                        "message": "Session restored from saved token",
+                    }
+
+                user_id = acct.get("user_id")
+                password = acct.get("password")
+                totp_secret = acct.get("totp_secret")
+                if user_id and password and totp_secret:
+                    success = _kite_manager.auto_login_kite(
+                        api_key=api_key, user_id=user_id,
+                        password=password, totp_secret=totp_secret,
+                    )
+                    return {
+                        "name": name, "api_key": api_key,
+                        "login_url": login_url, "auto_logged_in": success,
+                        "message": "Auto-login successful" if success else "Auto-login failed. Use manual login URL.",
+                    }
+                return {
+                    "name": name, "api_key": api_key,
+                    "login_url": login_url, "auto_logged_in": False,
+                    "message": "Credentials incomplete — manual login required.",
+                }
+
+        with ThreadPoolExecutor(max_workers=max(1, len(accounts))) as executor:
+            results = list(executor.map(init_one, accounts))
+
+        return {"accounts": results}
+
+
+    def is_authenticated(self, api_key: str) -> bool:
+        """Check if the given account is authenticated."""
+        return _manager_for(api_key).is_authenticated(api_key)
+
+    def login(self, api_key: str, request_token: str) -> dict:
+        """Complete Kite OAuth login with a request token (Zerodha only)."""
+        try:
+            success = _kite_manager.complete_login(api_key, request_token.strip())
+            if success:
+                return {"status": "success", "message": "Login successful"}
+            return {"status": "error", "message": "Login failed — check request_token"}
+        except Exception as exc:
+            raise KCLIClientError(str(exc)) from exc
+
+    def complete_callback(self, api_key: str, request_token: str) -> dict:
+        """Complete Kite OAuth login with a request token (Zerodha only)."""
+        try:
+            success = _kite_manager.complete_login(api_key, request_token.strip())
+            if success:
+                return {"status": "success", "message": "Login successful"}
+            return {"status": "error", "message": "Login failed — check request_token"}
+        except Exception as exc:
+            raise KCLIClientError(str(exc)) from exc
+
+    def get_positions(self, api_keys: list[str]) -> dict:
+        """Fetch open positions for the given accounts in parallel."""
+        keys = api_keys or [a.get("api_key") for a in self._accounts if a.get("api_key")]
+
+        def fetch_one(api_key):
+            mgr = _manager_for(api_key)
+            info = mgr.get_account_info(api_key)
+            if not info.get("authenticated"):
+                return {
+                    "name": info.get("name", api_key),
+                    "api_key": api_key,
+                    "positions": [],
+                    "total_pnl": 0.0,
+                    "status": "unauthenticated",
+                }
+            try:
+                positions = mgr.get_positions(api_key)
+                return {
+                    "name": info.get("name", api_key),
+                    "api_key": api_key,
+                    "positions": positions,
+                    "total_pnl": 0.0,
+                    "status": "success",
+                }
+            except Exception as exc:
+                return {
+                    "name": info.get("name", api_key),
+                    "api_key": api_key,
+                    "positions": [],
+                    "total_pnl": 0.0,
+                    "status": f"error: {exc}",
+                }
+
+        with ThreadPoolExecutor(max_workers=max(1, len(keys))) as executor:
+            results = list(executor.map(fetch_one, keys))
+
+        # Check if there are any positions needing instrument_token/LTP resolution
+        symbols_to_resolve = set()
+        for res in results:
+            if res.get("status") == "success":
+                for pos in res.get("positions", []):
+                    if not pos.get("instrument_token") and pos.get("tradingsymbol"):
+                        symbols_to_resolve.add(pos["tradingsymbol"])
+
+        if symbols_to_resolve:
+            # Find the first available authenticated Zerodha account
+            zerodha_api_key = None
+            for key in self._api_keys:
+                if self.is_authenticated(key):
+                    zerodha_api_key = key
+                    break
+
+            if zerodha_api_key:
+                try:
+                    ltp_map = self.get_ltp_and_tokens(zerodha_api_key, list(symbols_to_resolve))
+                    if ltp_map:
+                        for res in results:
+                            if res.get("status") == "success":
+                                for pos in res.get("positions", []):
+                                    if not pos.get("instrument_token") and pos.get("tradingsymbol"):
+                                        sym = pos["tradingsymbol"]
+                                        if sym in ltp_map:
+                                            pos["instrument_token"] = ltp_map[sym].get("instrument_token")
+                                            ltp = ltp_map[sym].get("last_price")
+                                            if ltp is not None:
+                                                pos["last_price"] = ltp
+                                                qty = pos.get("quantity", 0)
+                                                avg = pos.get("average_price", 0.0)
+                                                pnl = (ltp - avg) * qty if qty != 0 else pos.get("realised", 0.0)
+                                                pos["pnl"] = pnl
+                                                pos["unrealised"] = (ltp - avg) * qty if qty != 0 else 0.0
+                                                if avg > 0 and qty != 0:
+                                                    pos["pnl_pct"] = (pnl / (avg * abs(qty))) * 100
+                                                else:
+                                                    pos["pnl_pct"] = 0.0
+                except Exception:
+                    pass
+
+        # Calculate final total_pnl for each account
+        for res in results:
+            if res.get("status") == "success":
+                res["total_pnl"] = sum(p.get("pnl", 0.0) for p in res.get("positions", []))
+
+        return {"accounts": results}
+
+    def get_status(self) -> dict:
+        """Get authentication status for all accounts."""
+        accounts = []
+        for acct in self._accounts:
+            key = acct.get("api_key")
+            if key:
+                accounts.append(_manager_for(key).get_account_info(key))
+        return {"accounts": accounts}
+
+    def place_order(
+        self,
+        api_keys: list[str],
+        tradingsymbol: str,
+        exchange: str,
+        transaction_type: str,
+        quantity: int,
+        order_type: str,
+        price: float | None = None,
+        trigger_price: float | None = None,
+        product: str = "NRML",
+    ) -> dict:
+        """Place an order across specified accounts in parallel."""
+        keys = api_keys or [a.get("api_key") for a in self._accounts if a.get("api_key")]
+
+        def place_one(api_key):
+            mgr = _manager_for(api_key)
+            info = mgr.get_account_info(api_key)
+            if not info.get("authenticated"):
+                return {
+                    "name": info.get("name", api_key),
+                    "api_key": api_key,
+                    "status": "error",
+                    "order_id": None,
+                    "message": "Account not authenticated",
+                }
+            try:
+                order_ids = mgr.place_order(
+                    api_key=api_key,
+                    tradingsymbol=tradingsymbol,
+                    exchange=exchange,
+                    transaction_type=transaction_type,
+                    quantity=quantity,
+                    order_type=order_type,
+                    price=price,
+                    trigger_price=trigger_price,
+                    product=product,
+                )
+                ids_str = ", ".join(order_ids)
+                return {
+                    "name": info.get("name", api_key),
+                    "api_key": api_key,
+                    "status": "success",
+                    "order_id": ids_str,
+                    "order_ids": order_ids,
+                    "legs": len(order_ids),
+                    "message": f"Order placed: {ids_str}" if len(order_ids) == 1 else f"Order split into {len(order_ids)} legs: {ids_str}",
+                }
+            except Exception as exc:
+                return {
+                    "name": info.get("name", api_key),
+                    "api_key": api_key,
+                    "status": "error",
+                    "order_id": None,
+                    "message": str(exc),
+                }
+
+        with ThreadPoolExecutor(max_workers=max(1, len(keys))) as executor:
+            results = list(executor.map(place_one, keys))
+
+        return {"results": results}
+
+    def exit_positions(
+        self,
+        api_keys: list[str],
+        tradingsymbol: str | None = None,
+        price: float | None = None,
+    ) -> dict:
+        """Exit positions across specified accounts in parallel."""
+        keys = api_keys or [a.get("api_key") for a in self._accounts if a.get("api_key")]
+
+        def exit_one(api_key):
+            mgr = _manager_for(api_key)
+            info = mgr.get_account_info(api_key)
+            if not info.get("authenticated"):
+                return {
+                    "name": info.get("name", api_key),
+                    "api_key": api_key,
+                    "status": "error",
+                    "message": "Account not authenticated",
+                    "orders_placed": [],
+                }
+            try:
+                orders = mgr.exit_positions(api_key, tradingsymbol, price)
+                return {
+                    "name": info.get("name", api_key),
+                    "api_key": api_key,
+                    "status": "success",
+                    "message": f"Exited {len(orders)} position(s)",
+                    "orders_placed": orders,
+                }
+            except Exception as exc:
+                return {
+                    "name": info.get("name", api_key),
+                    "api_key": api_key,
+                    "status": "error",
+                    "message": str(exc),
+                    "orders_placed": [],
+                }
+
+        with ThreadPoolExecutor(max_workers=max(1, len(keys))) as executor:
+            results = list(executor.map(exit_one, keys))
+
+        return {"results": results}
+
+    def get_option_chain(
+        self,
+        api_key: str,
+        underlying: str,
+        expiry_week: int = 0,
+        expiry_date: str | None = None,
+    ) -> dict:
+        """Fetch option chain for a specific underlying and expiry."""
+        try:
+            return _manager.get_option_chain(
+                api_key=api_key,
+                underlying=underlying,
+                expiry_week=expiry_week,
+                expiry_date=expiry_date,
+            )
+        except Exception as exc:
+            raise KCLIClientError(str(exc)) from exc
+
+    def get_orders(self, api_keys: list[str]) -> dict:
+        """Fetch today's order book for specified accounts in parallel."""
+        keys = api_keys or [a.get("api_key") for a in self._accounts if a.get("api_key")]
+
+        def fetch_one(api_key):
+            mgr = _manager_for(api_key)
+            info = mgr.get_account_info(api_key)
+            if not info.get("authenticated"):
+                return {
+                    "name": info.get("name", api_key),
+                    "api_key": api_key,
+                    "orders": [],
+                    "status": "unauthenticated",
+                }
+            try:
+                orders = mgr.get_orders(api_key)
+                return {
+                    "name": info.get("name", api_key),
+                    "api_key": api_key,
+                    "orders": orders,
+                    "status": "success",
+                }
+            except Exception as exc:
+                return {
+                    "name": info.get("name", api_key),
+                    "api_key": api_key,
+                    "orders": [],
+                    "status": f"error: {exc}",
+                }
+
+        with ThreadPoolExecutor(max_workers=max(1, len(keys))) as executor:
+            results = list(executor.map(fetch_one, keys))
+
+        return {"accounts": results}
+
+    def modify_order(
+        self,
+        api_key: str,
+        order_id: str,
+        quantity: int | None = None,
+        price: float | None = None,
+        order_type: str | None = None,
+        trigger_price: float | None = None,
+    ) -> dict:
+        """Modify an order on a specific account."""
+        try:
+            mgr = _manager_for(api_key)
+            res_id = mgr.modify_order(
+                api_key=api_key,
+                order_id=order_id,
+                quantity=quantity,
+                price=price,
+                order_type=order_type,
+                trigger_price=trigger_price,
+            )
+            return {"status": "success", "order_id": res_id, "message": f"Order modified: {res_id}"}
+        except Exception as exc:
+            return {"status": "error", "order_id": None, "message": str(exc)}
+
+    def cancel_order(
+        self,
+        api_key: str,
+        order_id: str,
+    ) -> dict:
+        """Cancel an order on a specific account."""
+        try:
+            mgr = _manager_for(api_key)
+            res_id = mgr.cancel_order(api_key=api_key, order_id=order_id)
+            return {"status": "success", "order_id": res_id, "message": f"Order cancelled: {res_id}"}
+        except Exception as exc:
+            return {"status": "error", "order_id": None, "message": str(exc)}
+
+    def get_nfo_lot_sizes(self) -> dict:
+        """Fetch NFO tradingsymbol → lot_size map (one-shot, cache at startup)."""
+        return _kite_manager.get_nfo_lot_sizes()
+
+    def get_market_indices(self) -> dict:
+        """Fetch live Nifty, Sensex, and India VIX."""
+        return _kite_manager.get_market_indices()
+
+    def get_margins(self, api_keys: list[str]) -> dict:
+        """Fetch equity margin summary for each account in parallel."""
+        keys = api_keys or [a.get("api_key") for a in self._accounts if a.get("api_key")]
+
+        def fetch_one(api_key):
+            mgr = _manager_for(api_key)
+            result = mgr.get_margins(api_key)
+            return {
+                "api_key": api_key,
+                "net": result["net"],
+                "cash": result["cash"],
+                "collateral": result.get("collateral")
+            }
+
+        with ThreadPoolExecutor(max_workers=max(1, len(keys))) as executor:
+            results = list(executor.map(fetch_one, keys))
+
+        return {"accounts": results}
+
+    def get_access_token(self, api_key: str) -> str | None:
+        """Get the access token for an authenticated account."""
+        return _manager_for(api_key).get_access_token(api_key)
+
+    def create_ticker(self, api_key: str):
+        """Create a WebSocket ticker for the broker associated with api_key."""
+        mgr = _manager_for(api_key)
+        if hasattr(mgr, "create_ticker"):
+            return mgr.create_ticker(api_key)
+        return None
+
+    def check_token(self, api_key: str) -> dict:
+        """Validate an account's access token. Returns status/detail dict."""
+        # check_token is Zerodha-specific (kite.profile()). For non-Zerodha accounts
+        # return a simplified status based on is_authenticated.
+        mgr = _manager_for(api_key)
+        if mgr.broker_name == "zerodha":
+            return _kite_manager.check_token(api_key)
+        # Generic fallback for other brokers
+        authenticated = mgr.is_authenticated(api_key)
+        info = mgr.get_account_info(api_key)
+        return {
+            "name": info.get("name", api_key),
+            "api_key": api_key,
+            "status": "valid" if authenticated else "no_token",
+            "detail": "authenticated" if authenticated else "not authenticated",
+        }
+
+    def get_ltp_and_tokens(self, api_key: str, symbols: list[str]) -> dict:
+        """Fetch LTP and instrument tokens for the given symbols using the designated manager."""
+        mgr = _manager_for(api_key)
+        if hasattr(mgr, "get_ltp_and_tokens"):
+            return mgr.get_ltp_and_tokens(api_key, symbols)
+        return {}
+