feat: Add Account Configuration API support (#70)

- Implemented get_configuration() and update_configuration() methods in Account class
- Created AccountConfigModel dataclass with all configuration fields
- Added support for all account settings: dtbp_check, fractional_trading, max_margin_multiplier, no_shorting, pdt_check, ptp_no_exception_entry, suspend_trade, trade_confirm_email
- Comprehensive validation for configuration parameters
- Added 14 unit tests and 8 integration tests
- Full type safety with mypy strict mode
- Updated DEVELOPMENT_PLAN.md

This completes the first feature of Phase 2 (Important Enhancements)

Author: TexasCoding

DEVELOPMENT_PLAN.md

@@ -118,19 +118,21 @@ main
 
 ### Phase 2: Important Enhancements (Weeks 4-5)
 
-#### 2.1 Account Configuration ⬜
+#### 2.1 Account Configuration ✅
 **Branch**: `feature/account-config`
 **Priority**: 🟡 High
 **Estimated Time**: 1 day
+**Actual Time**: < 1 day
+**Completed**: 2025-01-15
 
 **Tasks**:
-- [ ] Update `trading/account.py` module
-- [ ] Implement `get_configuration()` method
-- [ ] Implement `update_configuration()` method
-- [ ] Create `AccountConfigModel` dataclass
-- [ ] Add PDT, trade confirmation settings
-- [ ] Add comprehensive tests (5+ test cases)
-- [ ] Update documentation
+- [x] Update `trading/account.py` module
+- [x] Implement `get_configuration()` method
+- [x] Implement `update_configuration()` method
+- [x] Create `AccountConfigModel` dataclass
+- [x] Add PDT, trade confirmation, margin, and all configuration settings
+- [x] Add comprehensive tests (14 unit tests, 8 integration tests)
+- [x] Update documentation
 
 **Acceptance Criteria**:
 - Can read and update account configurations
@@ -288,12 +290,12 @@ main
 
 ## 📈 Progress Tracking
 
-### Overall Progress: 🟦 30% Complete
+### Overall Progress: 🟦 35% Complete
 
 | Phase | Status | Progress | Estimated Completion |
 |-------|--------|----------|---------------------|
 | Phase 1: Critical Features | ✅ Complete | 100% | Week 1 |
-| Phase 2: Important Enhancements | ⬜ Not Started | 0% | Week 5 |
+| Phase 2: Important Enhancements | 🟦 In Progress | 33% | Week 2 |
 | Phase 3: Performance & Quality | ⬜ Not Started | 0% | Week 7 |
 | Phase 4: Advanced Features | ⬜ Not Started | 0% | Week 10 |
 

src/py_alpaca_api/models/account_config_model.py

@@ -0,0 +1,47 @@
+from dataclasses import dataclass
+
+
+@dataclass
+class AccountConfigModel:
+    """Model for account configuration settings.
+
+    Attributes:
+        dtbp_check: Day trade buying power check setting ("entry", "exit", "both")
+        fractional_trading: Whether fractional trading is enabled
+        max_margin_multiplier: Maximum margin multiplier allowed ("1", "2", "4")
+        no_shorting: Whether short selling is disabled
+        pdt_check: Pattern day trader check setting ("entry", "exit", "both")
+        ptp_no_exception_entry: Whether PTP no exception entry is enabled
+        suspend_trade: Whether trading is suspended
+        trade_confirm_email: Trade confirmation email setting ("all", "none")
+    """
+
+    dtbp_check: str
+    fractional_trading: bool
+    max_margin_multiplier: str
+    no_shorting: bool
+    pdt_check: str
+    ptp_no_exception_entry: bool
+    suspend_trade: bool
+    trade_confirm_email: str
+
+
+def account_config_class_from_dict(data: dict) -> AccountConfigModel:
+    """Create AccountConfigModel from API response dictionary.
+
+    Args:
+        data: Dictionary containing account configuration data from API
+
+    Returns:
+        AccountConfigModel instance
+    """
+    return AccountConfigModel(
+        dtbp_check=data.get("dtbp_check", "entry"),
+        fractional_trading=data.get("fractional_trading", False),
+        max_margin_multiplier=data.get("max_margin_multiplier", "1"),
+        no_shorting=data.get("no_shorting", False),
+        pdt_check=data.get("pdt_check", "entry"),
+        ptp_no_exception_entry=data.get("ptp_no_exception_entry", False),
+        suspend_trade=data.get("suspend_trade", False),
+        trade_confirm_email=data.get("trade_confirm_email", "all"),
+    )

src/py_alpaca_api/trading/account.py

@@ -8,6 +8,10 @@
     AccountActivityModel,
     account_activity_class_from_dict,
 )
+from py_alpaca_api.models.account_config_model import (
+    AccountConfigModel,
+    account_config_class_from_dict,
+)
 from py_alpaca_api.models.account_model import AccountModel, account_class_from_dict
 
 
@@ -183,3 +187,110 @@ def portfolio_history(
         # Ensure we always return a DataFrame
         assert isinstance(portfolio_df, pd.DataFrame)
         return portfolio_df
+
+    ############################################
+    # Get Account Configuration
+    ############################################
+    def get_configuration(self) -> AccountConfigModel:
+        """Retrieves the current account configuration settings.
+
+        Returns:
+            AccountConfigModel: The current account configuration.
+
+        Raises:
+            APIRequestError: If the request to retrieve configuration fails.
+        """
+        url = f"{self.base_url}/account/configurations"
+        http_response = Requests().request("GET", url, headers=self.headers)
+
+        if http_response.status_code != 200:
+            raise APIRequestError(
+                http_response.status_code,
+                f"Failed to retrieve account configuration: {http_response.status_code}",
+            )
+
+        response = json.loads(http_response.text)
+        return account_config_class_from_dict(response)
+
+    ############################################
+    # Update Account Configuration
+    ############################################
+    def update_configuration(
+        self,
+        dtbp_check: str | None = None,
+        fractional_trading: bool | None = None,
+        max_margin_multiplier: str | None = None,
+        no_shorting: bool | None = None,
+        pdt_check: str | None = None,
+        ptp_no_exception_entry: bool | None = None,
+        suspend_trade: bool | None = None,
+        trade_confirm_email: str | None = None,
+    ) -> AccountConfigModel:
+        """Updates the account configuration settings.
+
+        Args:
+            dtbp_check: Day trade buying power check ("entry", "exit", "both")
+            fractional_trading: Whether to enable fractional trading
+            max_margin_multiplier: Maximum margin multiplier ("1", "2", "4")
+            no_shorting: Whether to disable short selling
+            pdt_check: Pattern day trader check ("entry", "exit", "both")
+            ptp_no_exception_entry: Whether to enable PTP no exception entry
+            suspend_trade: Whether to suspend trading
+            trade_confirm_email: Trade confirmation emails ("all", "none")
+
+        Returns:
+            AccountConfigModel: The updated account configuration.
+
+        Raises:
+            APIRequestError: If the request to update configuration fails.
+            ValueError: If invalid parameter values are provided.
+        """
+        # Validate parameters using a validation map
+        validations = {
+            "dtbp_check": (dtbp_check, ["entry", "exit", "both"]),
+            "pdt_check": (pdt_check, ["entry", "exit", "both"]),
+            "max_margin_multiplier": (max_margin_multiplier, ["1", "2", "4"]),
+            "trade_confirm_email": (trade_confirm_email, ["all", "none"]),
+        }
+
+        for param_name, (value, valid_values) in validations.items():
+            if value and value not in valid_values:
+                raise ValueError(
+                    f"{param_name} must be one of: {', '.join(valid_values)}"
+                )
+
+        # Build request body with only provided parameters
+        body: dict[str, str | bool] = {}
+        if dtbp_check is not None:
+            body["dtbp_check"] = dtbp_check
+        if fractional_trading is not None:
+            body["fractional_trading"] = fractional_trading
+        if max_margin_multiplier is not None:
+            body["max_margin_multiplier"] = max_margin_multiplier
+        if no_shorting is not None:
+            body["no_shorting"] = no_shorting
+        if pdt_check is not None:
+            body["pdt_check"] = pdt_check
+        if ptp_no_exception_entry is not None:
+            body["ptp_no_exception_entry"] = ptp_no_exception_entry
+        if suspend_trade is not None:
+            body["suspend_trade"] = suspend_trade
+        if trade_confirm_email is not None:
+            body["trade_confirm_email"] = trade_confirm_email
+
+        if not body:
+            raise ValueError("At least one configuration parameter must be provided")
+
+        url = f"{self.base_url}/account/configurations"
+        http_response = Requests().request(
+            "PATCH", url, headers=self.headers, json=body
+        )
+
+        if http_response.status_code != 200:
+            raise APIRequestError(
+                http_response.status_code,
+                f"Failed to update account configuration: {http_response.status_code}",
+            )
+
+        response = json.loads(http_response.text)
+        return account_config_class_from_dict(response)

tests/test_integration/test_account_config_integration.py

@@ -0,0 +1,183 @@
+import os
+
+import pytest
+
+from py_alpaca_api import PyAlpacaAPI
+from py_alpaca_api.models.account_config_model import AccountConfigModel
+
+
+@pytest.mark.skipif(
+    not os.environ.get("ALPACA_API_KEY") or not os.environ.get("ALPACA_SECRET_KEY"),
+    reason="API credentials not set",
+)
+class TestAccountConfigIntegration:
+    @pytest.fixture
+    def alpaca(self):
+        return PyAlpacaAPI(
+            api_key=os.environ.get("ALPACA_API_KEY"),
+            api_secret=os.environ.get("ALPACA_SECRET_KEY"),
+            api_paper=True,
+        )
+
+    @pytest.fixture
+    def original_config(self, alpaca):
+        """Get the original configuration to restore after tests."""
+        return alpaca.trading.account.get_configuration()
+
+    def test_get_configuration(self, alpaca):
+        config = alpaca.trading.account.get_configuration()
+
+        assert isinstance(config, AccountConfigModel)
+        # These fields should always be present
+        assert config.dtbp_check in ["entry", "exit", "both"]
+        assert isinstance(config.fractional_trading, bool)
+        assert config.max_margin_multiplier in ["1", "2", "4"]
+        assert isinstance(config.no_shorting, bool)
+        assert config.pdt_check in ["entry", "exit", "both"]
+        assert isinstance(config.ptp_no_exception_entry, bool)
+        assert isinstance(config.suspend_trade, bool)
+        assert config.trade_confirm_email in ["all", "none"]
+
+    def test_update_single_configuration_param(self, alpaca, original_config):
+        # Toggle trade confirmation email
+        new_setting = "none" if original_config.trade_confirm_email == "all" else "all"
+
+        updated_config = alpaca.trading.account.update_configuration(
+            trade_confirm_email=new_setting
+        )
+
+        assert isinstance(updated_config, AccountConfigModel)
+        assert updated_config.trade_confirm_email == new_setting
+
+        # Verify other settings remain unchanged
+        assert updated_config.dtbp_check == original_config.dtbp_check
+        assert updated_config.fractional_trading == original_config.fractional_trading
+        assert updated_config.no_shorting == original_config.no_shorting
+        assert updated_config.pdt_check == original_config.pdt_check
+        assert updated_config.suspend_trade == original_config.suspend_trade
+
+        # Restore original setting
+        alpaca.trading.account.update_configuration(
+            trade_confirm_email=original_config.trade_confirm_email
+        )
+
+    def test_update_multiple_configuration_params(self, alpaca, original_config):
+        # Toggle no_shorting and change pdt_check
+        new_no_shorting = not original_config.no_shorting
+        new_pdt_check = "exit" if original_config.pdt_check == "entry" else "entry"
+
+        updated_config = alpaca.trading.account.update_configuration(
+            no_shorting=new_no_shorting, pdt_check=new_pdt_check
+        )
+
+        assert isinstance(updated_config, AccountConfigModel)
+        assert updated_config.no_shorting == new_no_shorting
+        assert updated_config.pdt_check == new_pdt_check
+
+        # Verify other settings remain unchanged
+        assert updated_config.dtbp_check == original_config.dtbp_check
+        assert updated_config.fractional_trading == original_config.fractional_trading
+        assert (
+            updated_config.max_margin_multiplier
+            == original_config.max_margin_multiplier
+        )
+        assert updated_config.suspend_trade == original_config.suspend_trade
+        assert updated_config.trade_confirm_email == original_config.trade_confirm_email
+
+        # Restore original settings
+        alpaca.trading.account.update_configuration(
+            no_shorting=original_config.no_shorting,
+            pdt_check=original_config.pdt_check,
+        )
+
+    def test_update_margin_multiplier(self, alpaca, original_config):
+        # Test changing margin multiplier
+        current_multiplier = original_config.max_margin_multiplier
+        new_multiplier = "2" if current_multiplier != "2" else "4"
+
+        updated_config = alpaca.trading.account.update_configuration(
+            max_margin_multiplier=new_multiplier
+        )
+
+        assert updated_config.max_margin_multiplier == new_multiplier
+
+        # Restore original
+        alpaca.trading.account.update_configuration(
+            max_margin_multiplier=original_config.max_margin_multiplier
+        )
+
+    def test_update_dtbp_check(self, alpaca, original_config):
+        # Cycle through dtbp_check options
+        options = ["entry", "exit", "both"]
+        current = original_config.dtbp_check
+        new_value = options[(options.index(current) + 1) % 3]
+
+        updated_config = alpaca.trading.account.update_configuration(
+            dtbp_check=new_value
+        )
+
+        assert updated_config.dtbp_check == new_value
+
+        # Restore original
+        alpaca.trading.account.update_configuration(
+            dtbp_check=original_config.dtbp_check
+        )
+
+    def test_toggle_fractional_trading(self, alpaca, original_config):
+        # Toggle fractional trading
+        new_value = not original_config.fractional_trading
+
+        updated_config = alpaca.trading.account.update_configuration(
+            fractional_trading=new_value
+        )
+
+        assert updated_config.fractional_trading == new_value
+
+        # Restore original
+        alpaca.trading.account.update_configuration(
+            fractional_trading=original_config.fractional_trading
+        )
+
+    def test_configuration_persistence(self, alpaca, original_config):
+        # Update a configuration
+        new_email_setting = (
+            "none" if original_config.trade_confirm_email == "all" else "all"
+        )
+        alpaca.trading.account.update_configuration(
+            trade_confirm_email=new_email_setting
+        )
+
+        # Get configuration again to verify persistence
+        config = alpaca.trading.account.get_configuration()
+        assert config.trade_confirm_email == new_email_setting
+
+        # Restore original
+        alpaca.trading.account.update_configuration(
+            trade_confirm_email=original_config.trade_confirm_email
+        )
+
+    def test_invalid_parameter_handling(self, alpaca):
+        # Test that invalid parameters raise appropriate errors
+        with pytest.raises(ValueError):
+            alpaca.trading.account.update_configuration(dtbp_check="invalid")
+
+        with pytest.raises(ValueError):
+            alpaca.trading.account.update_configuration(pdt_check="invalid")
+
+        with pytest.raises(ValueError):
+            alpaca.trading.account.update_configuration(max_margin_multiplier="5")
+
+        with pytest.raises(ValueError):
+            alpaca.trading.account.update_configuration(trade_confirm_email="sometimes")
+
+    @pytest.mark.skip(reason="Suspend trade affects account functionality")
+    def test_suspend_trade_toggle(self, alpaca, original_config):
+        # This test is skipped as it would actually suspend trading
+        # Only run manually when testing this specific feature
+        updated_config = alpaca.trading.account.update_configuration(suspend_trade=True)
+        assert updated_config.suspend_trade is True
+
+        # Immediately restore
+        alpaca.trading.account.update_configuration(
+            suspend_trade=original_config.suspend_trade
+        )