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Author SHA1 Message Date
agentson
28bcc7acd7 fix: uvicorn 미설치 시 dashboard 실패를 동기적으로 감지하여 오해 없는 로그 출력 (#178)
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스레드 시작 전에 uvicorn import를 검증하도록 _start_dashboard_server 수정.
uvicorn 미설치 시 "started" 로그 없이 즉시 WARNING 출력 후 None 반환.

- 사전 import 검증으로 "started" → "failed" 오해 소지 있는 로그 쌍 제거
- uvicorn 미설치 시 명확한 경고 메시지 출력
- test_start_dashboard_server_returns_none_when_uvicorn_missing 테스트 추가

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-20 09:28:23 +09:00
bd2b3241b2 Merge pull request 'feat: use market_outlook to adjust BUY confidence threshold (#173)' (#177) from feature/issue-173-market-outlook-threshold into main
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Reviewed-on: #177
2026-02-20 08:38:52 +09:00
agentson
d6edbc0fa2 feat: use market_outlook to adjust BUY confidence threshold (#173)
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- Import MarketOutlook at module level in main.py
- After scenario evaluation, check market_outlook and apply BUY confidence
  threshold: BEARISH→90, BULLISH→75, others→settings.CONFIDENCE_THRESHOLD
- BUY actions below the adjusted threshold are downgraded to HOLD with
  a descriptive rationale including the outlook and threshold values
- Add 5 integration tests covering bearish suppression, bearish allow,
  bullish allow, bullish suppression, and neutral default threshold

Closes #173

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-20 08:31:24 +09:00
2 changed files with 343 additions and 3 deletions

View File

@@ -42,7 +42,7 @@ from src.logging.decision_logger import DecisionLogger
from src.logging_config import setup_logging
from src.markets.schedule import MarketInfo, get_next_market_open, get_open_markets
from src.notifications.telegram_client import NotificationFilter, TelegramClient, TelegramCommandHandler
from src.strategy.models import DayPlaybook
from src.strategy.models import DayPlaybook, MarketOutlook
from src.strategy.playbook_store import PlaybookStore
from src.strategy.pre_market_planner import PreMarketPlanner
from src.strategy.scenario_engine import ScenarioEngine
@@ -480,6 +480,34 @@ async def trading_cycle(
)
stock_playbook = playbook.get_stock_playbook(stock_code)
# 2.1. Apply market_outlook-based BUY confidence threshold
if decision.action == "BUY":
base_threshold = (settings.CONFIDENCE_THRESHOLD if settings else 80)
outlook = playbook.market_outlook
if outlook == MarketOutlook.BEARISH:
min_confidence = 90
elif outlook == MarketOutlook.BULLISH:
min_confidence = 75
else:
min_confidence = base_threshold
if match.confidence < min_confidence:
logger.info(
"BUY suppressed for %s (%s): confidence %d < %d (market_outlook=%s)",
stock_code,
market.name,
match.confidence,
min_confidence,
outlook.value,
)
decision = TradeDecision(
action="HOLD",
confidence=match.confidence,
rationale=(
f"BUY confidence {match.confidence} < {min_confidence} "
f"(market_outlook={outlook.value})"
),
)
if decision.action == "HOLD":
open_position = get_open_position(db_conn, stock_code, market.code)
if open_position:
@@ -1272,10 +1300,18 @@ def _start_dashboard_server(settings: Settings) -> threading.Thread | None:
if not settings.DASHBOARD_ENABLED:
return None
# Validate dependencies before spawning the thread so startup failures are
# reported synchronously (avoids the misleading "started" → "failed" log pair).
try:
import uvicorn # noqa: F401
from src.dashboard import create_dashboard_app # noqa: F401
except ImportError as exc:
logger.warning("Dashboard server unavailable (missing dependency): %s", exc)
return None
def _serve() -> None:
try:
import uvicorn
from src.dashboard import create_dashboard_app
app = create_dashboard_app(settings.DB_PATH)
@@ -1286,7 +1322,7 @@ def _start_dashboard_server(settings: Settings) -> threading.Thread | None:
log_level="info",
)
except Exception as exc:
logger.warning("Dashboard server failed to start: %s", exc)
logger.warning("Dashboard server stopped unexpectedly: %s", exc)
thread = threading.Thread(
target=_serve,

View File

@@ -2192,3 +2192,307 @@ def test_start_dashboard_server_enabled_starts_thread() -> None:
assert thread == mock_thread
mock_thread_cls.assert_called_once()
mock_thread.start.assert_called_once()
def test_start_dashboard_server_returns_none_when_uvicorn_missing() -> None:
"""Returns None (no thread) and logs a warning when uvicorn is not installed."""
settings = Settings(
KIS_APP_KEY="test_key",
KIS_APP_SECRET="test_secret",
KIS_ACCOUNT_NO="12345678-01",
GEMINI_API_KEY="test_gemini_key",
DASHBOARD_ENABLED=True,
)
import builtins
real_import = builtins.__import__
def mock_import(name: str, *args: object, **kwargs: object) -> object:
if name == "uvicorn":
raise ImportError("No module named 'uvicorn'")
return real_import(name, *args, **kwargs)
with patch("builtins.__import__", side_effect=mock_import):
thread = _start_dashboard_server(settings)
assert thread is None
# ---------------------------------------------------------------------------
# market_outlook BUY confidence threshold tests (#173)
# ---------------------------------------------------------------------------
class TestMarketOutlookConfidenceThreshold:
"""Tests for market_outlook-based BUY confidence suppression in trading_cycle."""
@pytest.fixture
def mock_broker(self) -> MagicMock:
broker = MagicMock()
broker.get_current_price = AsyncMock(return_value=(50000.0, 1.0, 0.0))
broker.get_balance = AsyncMock(
return_value={
"output2": [
{
"tot_evlu_amt": "10000000",
"dnca_tot_amt": "5000000",
"pchs_amt_smtl_amt": "9500000",
}
]
}
)
broker.send_order = AsyncMock(return_value={"msg1": "OK"})
return broker
@pytest.fixture
def mock_market(self) -> MagicMock:
market = MagicMock()
market.name = "Korea"
market.code = "KR"
market.exchange_code = "KRX"
market.is_domestic = True
return market
@pytest.fixture
def mock_telegram(self) -> MagicMock:
telegram = MagicMock()
telegram.notify_trade_execution = AsyncMock()
telegram.notify_scenario_matched = AsyncMock()
telegram.notify_fat_finger = AsyncMock()
return telegram
def _make_buy_match_with_confidence(
self, confidence: int, stock_code: str = "005930"
) -> ScenarioMatch:
from src.strategy.models import StockScenario
scenario = StockScenario(
condition=StockCondition(rsi_below=30),
action=ScenarioAction.BUY,
confidence=confidence,
allocation_pct=10.0,
)
return ScenarioMatch(
stock_code=stock_code,
matched_scenario=scenario,
action=ScenarioAction.BUY,
confidence=confidence,
rationale="Test buy",
)
def _make_playbook_with_outlook(
self, outlook_str: str, market: str = "KR"
) -> DayPlaybook:
from src.strategy.models import MarketOutlook
outlook_map = {
"bearish": MarketOutlook.BEARISH,
"bullish": MarketOutlook.BULLISH,
"neutral": MarketOutlook.NEUTRAL,
"neutral_to_bullish": MarketOutlook.NEUTRAL_TO_BULLISH,
"neutral_to_bearish": MarketOutlook.NEUTRAL_TO_BEARISH,
}
return DayPlaybook(
date=date(2026, 2, 20),
market=market,
market_outlook=outlook_map[outlook_str],
)
@pytest.mark.asyncio
async def test_bearish_outlook_raises_buy_confidence_threshold(
self,
mock_broker: MagicMock,
mock_market: MagicMock,
mock_telegram: MagicMock,
) -> None:
"""BUY with confidence 85 should be suppressed to HOLD in bearish market."""
engine = MagicMock(spec=ScenarioEngine)
engine.evaluate = MagicMock(return_value=self._make_buy_match_with_confidence(85))
playbook = self._make_playbook_with_outlook("bearish")
decision_logger = MagicMock()
decision_logger.log_decision = MagicMock(return_value="decision-id")
with patch("src.main.log_trade"):
await trading_cycle(
broker=mock_broker,
overseas_broker=MagicMock(),
scenario_engine=engine,
playbook=playbook,
risk=MagicMock(),
db_conn=MagicMock(),
decision_logger=decision_logger,
context_store=MagicMock(get_latest_timeframe=MagicMock(return_value=None)),
criticality_assessor=MagicMock(
assess_market_conditions=MagicMock(return_value=MagicMock(value="NORMAL")),
get_timeout=MagicMock(return_value=5.0),
),
telegram=mock_telegram,
market=mock_market,
stock_code="005930",
scan_candidates={},
)
# HOLD should be logged (not BUY) — check decision_logger was called with HOLD
call_args = decision_logger.log_decision.call_args
assert call_args is not None
assert call_args.kwargs["action"] == "HOLD"
@pytest.mark.asyncio
async def test_bearish_outlook_allows_high_confidence_buy(
self,
mock_broker: MagicMock,
mock_market: MagicMock,
mock_telegram: MagicMock,
) -> None:
"""BUY with confidence 92 should proceed in bearish market (threshold=90)."""
engine = MagicMock(spec=ScenarioEngine)
engine.evaluate = MagicMock(return_value=self._make_buy_match_with_confidence(92))
playbook = self._make_playbook_with_outlook("bearish")
risk = MagicMock()
risk.validate_order = MagicMock()
decision_logger = MagicMock()
decision_logger.log_decision = MagicMock(return_value="decision-id")
with patch("src.main.log_trade"):
await trading_cycle(
broker=mock_broker,
overseas_broker=MagicMock(),
scenario_engine=engine,
playbook=playbook,
risk=risk,
db_conn=MagicMock(),
decision_logger=decision_logger,
context_store=MagicMock(get_latest_timeframe=MagicMock(return_value=None)),
criticality_assessor=MagicMock(
assess_market_conditions=MagicMock(return_value=MagicMock(value="NORMAL")),
get_timeout=MagicMock(return_value=5.0),
),
telegram=mock_telegram,
market=mock_market,
stock_code="005930",
scan_candidates={},
)
call_args = decision_logger.log_decision.call_args
assert call_args is not None
assert call_args.kwargs["action"] == "BUY"
@pytest.mark.asyncio
async def test_bullish_outlook_lowers_buy_confidence_threshold(
self,
mock_broker: MagicMock,
mock_market: MagicMock,
mock_telegram: MagicMock,
) -> None:
"""BUY with confidence 77 should proceed in bullish market (threshold=75)."""
engine = MagicMock(spec=ScenarioEngine)
engine.evaluate = MagicMock(return_value=self._make_buy_match_with_confidence(77))
playbook = self._make_playbook_with_outlook("bullish")
risk = MagicMock()
risk.validate_order = MagicMock()
decision_logger = MagicMock()
decision_logger.log_decision = MagicMock(return_value="decision-id")
with patch("src.main.log_trade"):
await trading_cycle(
broker=mock_broker,
overseas_broker=MagicMock(),
scenario_engine=engine,
playbook=playbook,
risk=risk,
db_conn=MagicMock(),
decision_logger=decision_logger,
context_store=MagicMock(get_latest_timeframe=MagicMock(return_value=None)),
criticality_assessor=MagicMock(
assess_market_conditions=MagicMock(return_value=MagicMock(value="NORMAL")),
get_timeout=MagicMock(return_value=5.0),
),
telegram=mock_telegram,
market=mock_market,
stock_code="005930",
scan_candidates={},
)
call_args = decision_logger.log_decision.call_args
assert call_args is not None
assert call_args.kwargs["action"] == "BUY"
@pytest.mark.asyncio
async def test_bullish_outlook_suppresses_very_low_confidence_buy(
self,
mock_broker: MagicMock,
mock_market: MagicMock,
mock_telegram: MagicMock,
) -> None:
"""BUY with confidence 70 should be suppressed even in bullish market (threshold=75)."""
engine = MagicMock(spec=ScenarioEngine)
engine.evaluate = MagicMock(return_value=self._make_buy_match_with_confidence(70))
playbook = self._make_playbook_with_outlook("bullish")
decision_logger = MagicMock()
decision_logger.log_decision = MagicMock(return_value="decision-id")
with patch("src.main.log_trade"):
await trading_cycle(
broker=mock_broker,
overseas_broker=MagicMock(),
scenario_engine=engine,
playbook=playbook,
risk=MagicMock(),
db_conn=MagicMock(),
decision_logger=decision_logger,
context_store=MagicMock(get_latest_timeframe=MagicMock(return_value=None)),
criticality_assessor=MagicMock(
assess_market_conditions=MagicMock(return_value=MagicMock(value="NORMAL")),
get_timeout=MagicMock(return_value=5.0),
),
telegram=mock_telegram,
market=mock_market,
stock_code="005930",
scan_candidates={},
)
call_args = decision_logger.log_decision.call_args
assert call_args is not None
assert call_args.kwargs["action"] == "HOLD"
@pytest.mark.asyncio
async def test_neutral_outlook_uses_default_threshold(
self,
mock_broker: MagicMock,
mock_market: MagicMock,
mock_telegram: MagicMock,
) -> None:
"""BUY with confidence 82 should proceed in neutral market (default=80)."""
engine = MagicMock(spec=ScenarioEngine)
engine.evaluate = MagicMock(return_value=self._make_buy_match_with_confidence(82))
playbook = self._make_playbook_with_outlook("neutral")
risk = MagicMock()
risk.validate_order = MagicMock()
decision_logger = MagicMock()
decision_logger.log_decision = MagicMock(return_value="decision-id")
with patch("src.main.log_trade"):
await trading_cycle(
broker=mock_broker,
overseas_broker=MagicMock(),
scenario_engine=engine,
playbook=playbook,
risk=risk,
db_conn=MagicMock(),
decision_logger=decision_logger,
context_store=MagicMock(get_latest_timeframe=MagicMock(return_value=None)),
criticality_assessor=MagicMock(
assess_market_conditions=MagicMock(return_value=MagicMock(value="NORMAL")),
get_timeout=MagicMock(return_value=5.0),
),
telegram=mock_telegram,
market=mock_market,
stock_code="005930",
scan_candidates={},
)
call_args = decision_logger.log_decision.call_args
assert call_args is not None
assert call_args.kwargs["action"] == "BUY"