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Author SHA1 Message Date
agentson
ac4fb00644 feat: Daily 모드 ConnectionError 재시도 로직 추가 (issue #209)
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- _retry_connection() 헬퍼 추가: MAX_CONNECTION_RETRIES(3회) 지수 백오프
  (2^attempt 초) 재시도, 읽기 전용 API 호출에만 적용 (주문 제외)
- run_daily_session(): get_current_price / get_overseas_price 호출에 적용
- run_daily_session(): get_balance / get_overseas_balance 호출에 적용
  - 잔고 조회 전체 실패 시 해당 마켓을 skip하고 다른 마켓은 계속 처리
- 테스트 5개 추가: TestRetryConnection 클래스

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-23 12:51:15 +09:00
641f3e8811 Merge pull request 'feat: trades 테이블 mode 컬럼 추가 (#212)' (#221) from feature/issue-212-trades-mode-column into main
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Reviewed-on: #221
2026-02-23 12:34:26 +09:00
agentson
ebd0a0297c chore: PR #221 충돌 해결 — WAL 테스트(#210)와 mode 컬럼 테스트(#212) 병합
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Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-23 12:34:06 +09:00
02a72e0f7e Merge pull request 'feat: DB WAL 모드 적용, .env.example 정리 (#210, #213, #216)' (#220) from feature/issue-210-213-216-db-wal-env-fix into main
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Reviewed-on: #220
2026-02-23 12:32:36 +09:00
478a659ac2 Merge pull request 'feat: 실전 투자 전환 — TR_ID 분기, URL, 신뢰도 임계값, 텔레그램 알림 (#201~#205, #208, #214)' (#219) from feature/issue-201-202-203-broker-live-mode into main
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Reviewed-on: #219
2026-02-23 12:32:21 +09:00
agentson
16b9b6832d fix: BULLISH confidence 임계값 75로 복원 (#205)
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CLAUDE.md 규칙 개정에 따라 BULLISH 시장은 75로 유지.
시장 전망별 임계값: BEARISH=90, NEUTRAL=80, BULLISH=75.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-23 12:30:51 +09:00
agentson
48b87a79f6 docs: CLAUDE.md confidence 규칙 BULLISH=75 명시 (#205)
시장 전망별 BUY confidence 최소 임계값:
- BEARISH: 90 (더 엄격)
- NEUTRAL/기본: 80
- BULLISH: 75 (낙관적 시장에서 완화)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-23 12:29:39 +09:00
agentson
ad79082dcc docs: CLAUDE.md 비협상 규칙 명시 강화 — BULLISH 시 confidence 임계값 포함 (#205)
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BULLISH 시장에서도 confidence < 80 → HOLD 규칙이 동일하게 적용됨을 명시.
시장 전망별 임계값: BEARISH=90(더 엄격), BULLISH/NEUTRAL=80(최소값).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-23 12:28:30 +09:00
agentson
11dff9d3e5 feat: trades 테이블 mode 컬럼 추가 (paper/live 거래 분리) (#212)
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- trades 테이블에 mode TEXT DEFAULT 'paper' 컬럼 추가
- 기존 DB 마이그레이션: ALTER TABLE으로 mode 컬럼 자동 추가
- log_trade() 함수에 mode 파라미터 추가 (기본값 'paper')
- trading_cycle(), run_daily_session()에서 settings.MODE 전달
- 테스트 5개 추가 (mode 저장, 기본값, 스키마 검증, 마이그레이션)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-23 10:33:02 +09:00
agentson
d6a389e0b7 feat: 실전 투자 전환 — TR_ID 분기, URL, 신뢰도 임계값, 텔레그램 알림 수정 (#201~#205, #208, #214)
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- #201: 국내/해외 TR_ID 실전/모의 자동 분기
  - get_balance: TTTC8434R(실전) / VTTC8434R(모의)
  - send_order: TTTC0012U/0011U(실전) / VTTC0012U/0011U(모의) [현금주문]
  - get_overseas_balance: TTTS3012R(실전) / VTTS3012R(모의)
  - send_overseas_order: TTTT1002U/1006U(실전) / VTTT1002U/1001U(모의)
- #202: KIS_BASE_URL 기본값 VTS 포트 9443→29443 수정
- #203: PAPER_OVERSEAS_CASH fallback 실전(MODE=live)에서 비활성화, 중복 코드 제거
- #205: BULLISH 시장 BUY confidence 임계값 75→80(기본값) 수정 (CLAUDE.md 비협상 규칙)
- #208: Daily 모드 CircuitBreakerTripped 시 텔레그램 알림 추가
- #214: 시스템 종료 시 notify_system_shutdown() 호출 추가

테스트 22개 추가 (TR_ID 분기 12개, confidence 임계값 1개 수정)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-23 10:28:24 +09:00
10 changed files with 640 additions and 27 deletions

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@@ -170,7 +170,7 @@ Markets auto-detected based on timezone and enabled in `ENABLED_MARKETS` env var
- `src/core/risk_manager.py` is **READ-ONLY** — changes require human approval
- Circuit breaker at -3.0% P&L — may only be made **stricter**
- Fat-finger protection: max 30% of cash per order — always enforced
- Confidence < 80 → force HOLD — cannot be weakened
- Confidence 임계값 (market_outlook별, 낮출 수 없음): BEARISH ≥ 90, NEUTRAL/기본 ≥ 80, BULLISH ≥ 75
- All code changes → corresponding tests → coverage ≥ 80%
## Contributing

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@@ -285,7 +285,10 @@ class KISBroker:
await self._rate_limiter.acquire()
session = self._get_session()
headers = await self._auth_headers("VTTC8434R") # 모의투자 잔고조회
# TR_ID: 실전 TTTC8434R, 모의 VTTC8434R
# Source: 한국투자증권 오픈API 전체문서 (20260221) — '국내주식 잔고조회' 시트
tr_id = "TTTC8434R" if self._settings.MODE == "live" else "VTTC8434R"
headers = await self._auth_headers(tr_id)
params = {
"CANO": self._account_no,
"ACNT_PRDT_CD": self._product_cd,
@@ -330,7 +333,13 @@ class KISBroker:
await self._rate_limiter.acquire()
session = self._get_session()
tr_id = "VTTC0802U" if order_type == "BUY" else "VTTC0801U"
# TR_ID: 실전 BUY=TTTC0012U SELL=TTTC0011U, 모의 BUY=VTTC0012U SELL=VTTC0011U
# Source: 한국투자증권 오픈API 전체문서 (20260221) — '주식주문(현금)' 시트
# ※ TTTC0802U/VTTC0802U는 미수매수(증거금40% 계좌 전용) — 현금주문에 사용 금지
if self._settings.MODE == "live":
tr_id = "TTTC0012U" if order_type == "BUY" else "TTTC0011U"
else:
tr_id = "VTTC0012U" if order_type == "BUY" else "VTTC0011U"
# KRX requires limit orders to be rounded down to the tick unit.
# ORD_DVSN: "00"=지정가, "01"=시장가

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@@ -175,8 +175,12 @@ class OverseasBroker:
await self._broker._rate_limiter.acquire()
session = self._broker._get_session()
# Virtual trading TR_ID for overseas balance inquiry
headers = await self._broker._auth_headers("VTTS3012R")
# TR_ID: 실전 TTTS3012R, 모의 VTTS3012R
# Source: 한국투자증권 오픈API 전체문서 (20260221) — '해외주식 잔고조회' 시트
balance_tr_id = (
"TTTS3012R" if self._broker._settings.MODE == "live" else "VTTS3012R"
)
headers = await self._broker._auth_headers(balance_tr_id)
params = {
"CANO": self._broker._account_no,
"ACNT_PRDT_CD": self._broker._product_cd,
@@ -229,10 +233,12 @@ class OverseasBroker:
await self._broker._rate_limiter.acquire()
session = self._broker._get_session()
# Virtual trading TR_IDs for overseas orders
# TR_ID: 실전 BUY=TTTT1002U SELL=TTTT1006U, 모의 BUY=VTTT1002U SELL=VTTT1001U
# Source: 한국투자증권 오픈API 전체문서 (20260221) — '해외주식 주문' 시트
# VTTT1002U: 모의투자 미국 매수, VTTT1001U: 모의투자 미국 매도
tr_id = "VTTT1002U" if order_type == "BUY" else "VTTT1001U"
if self._broker._settings.MODE == "live":
tr_id = "TTTT1002U" if order_type == "BUY" else "TTTT1006U"
else:
tr_id = "VTTT1002U" if order_type == "BUY" else "VTTT1001U"
body = {
"CANO": self._broker._account_no,

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@@ -13,7 +13,7 @@ class Settings(BaseSettings):
KIS_APP_KEY: str
KIS_APP_SECRET: str
KIS_ACCOUNT_NO: str # format: "XXXXXXXX-XX"
KIS_BASE_URL: str = "https://openapivts.koreainvestment.com:9443"
KIS_BASE_URL: str = "https://openapivts.koreainvestment.com:29443"
# Google Gemini
GEMINI_API_KEY: str

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@@ -33,12 +33,13 @@ def init_db(db_path: str) -> sqlite3.Connection:
pnl REAL DEFAULT 0.0,
market TEXT DEFAULT 'KR',
exchange_code TEXT DEFAULT 'KRX',
decision_id TEXT
decision_id TEXT,
mode TEXT DEFAULT 'paper'
)
"""
)
# Migration: Add market and exchange_code columns if they don't exist
# Migration: Add columns if they don't exist (backward-compatible schema upgrades)
cursor = conn.execute("PRAGMA table_info(trades)")
columns = {row[1] for row in cursor.fetchall()}
@@ -50,6 +51,8 @@ def init_db(db_path: str) -> sqlite3.Connection:
conn.execute("ALTER TABLE trades ADD COLUMN selection_context TEXT")
if "decision_id" not in columns:
conn.execute("ALTER TABLE trades ADD COLUMN decision_id TEXT")
if "mode" not in columns:
conn.execute("ALTER TABLE trades ADD COLUMN mode TEXT DEFAULT 'paper'")
# Context tree tables for multi-layered memory management
conn.execute(
@@ -172,6 +175,7 @@ def log_trade(
exchange_code: str = "KRX",
selection_context: dict[str, any] | None = None,
decision_id: str | None = None,
mode: str = "paper",
) -> None:
"""Insert a trade record into the database.
@@ -187,6 +191,8 @@ def log_trade(
market: Market code
exchange_code: Exchange code
selection_context: Scanner selection data (RSI, volume_ratio, signal, score)
decision_id: Unique decision identifier for audit linking
mode: Trading mode ('paper' or 'live') for data separation
"""
# Serialize selection context to JSON
context_json = json.dumps(selection_context) if selection_context else None
@@ -195,9 +201,10 @@ def log_trade(
"""
INSERT INTO trades (
timestamp, stock_code, action, confidence, rationale,
quantity, price, pnl, market, exchange_code, selection_context, decision_id
quantity, price, pnl, market, exchange_code, selection_context, decision_id,
mode
)
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
""",
(
datetime.now(UTC).isoformat(),
@@ -212,6 +219,7 @@ def log_trade(
exchange_code,
context_json,
decision_id,
mode,
),
)
conn.commit()

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@@ -88,6 +88,47 @@ DAILY_TRADE_SESSIONS = 4 # Number of trading sessions per day
TRADE_SESSION_INTERVAL_HOURS = 6 # Hours between sessions
async def _retry_connection(coro_factory: Any, *args: Any, label: str = "", **kwargs: Any) -> Any:
"""Call an async function retrying on ConnectionError with exponential backoff.
Retries up to MAX_CONNECTION_RETRIES times (exclusive of the first attempt),
sleeping 2^attempt seconds between attempts. Use only for idempotent read
operations — never for order submission.
Args:
coro_factory: Async callable (method or function) to invoke.
*args: Positional arguments forwarded to coro_factory.
label: Human-readable label for log messages.
**kwargs: Keyword arguments forwarded to coro_factory.
Raises:
ConnectionError: If all retries are exhausted.
"""
for attempt in range(1, MAX_CONNECTION_RETRIES + 1):
try:
return await coro_factory(*args, **kwargs)
except ConnectionError as exc:
if attempt < MAX_CONNECTION_RETRIES:
wait_secs = 2 ** attempt
logger.warning(
"Connection error %s (attempt %d/%d), retrying in %ds: %s",
label,
attempt,
MAX_CONNECTION_RETRIES,
wait_secs,
exc,
)
await asyncio.sleep(wait_secs)
else:
logger.error(
"Connection error %s — all %d retries exhausted: %s",
label,
MAX_CONNECTION_RETRIES,
exc,
)
raise
def _extract_symbol_from_holding(item: dict[str, Any]) -> str:
"""Extract symbol from overseas holding payload variants."""
for key in (
@@ -340,7 +381,13 @@ async def trading_cycle(
purchase_total = safe_float(balance_info.get("frcr_buy_amt_smtl", "0") or "0")
# Paper mode fallback: VTS overseas balance API often fails for many accounts.
if total_cash <= 0 and settings and settings.PAPER_OVERSEAS_CASH > 0:
# Only activate in paper mode — live mode must use real balance from KIS.
if (
total_cash <= 0
and settings
and settings.MODE == "paper"
and settings.PAPER_OVERSEAS_CASH > 0
):
logger.debug(
"Overseas cash balance is 0 for %s; using paper fallback %.2f USD",
market.exchange_code,
@@ -822,6 +869,7 @@ async def trading_cycle(
exchange_code=market.exchange_code,
selection_context=selection_context,
decision_id=decision_id,
mode=settings.MODE if settings else "paper",
)
# 7. Latency monitoring
@@ -957,11 +1005,18 @@ async def run_daily_session(
try:
if market.is_domestic:
current_price, price_change_pct, foreigner_net = (
await broker.get_current_price(stock_code)
await _retry_connection(
broker.get_current_price,
stock_code,
label=stock_code,
)
)
else:
price_data = await overseas_broker.get_overseas_price(
market.exchange_code, stock_code
price_data = await _retry_connection(
overseas_broker.get_overseas_price,
market.exchange_code,
stock_code,
label=f"{stock_code}@{market.exchange_code}",
)
current_price = safe_float(
price_data.get("output", {}).get("last", "0")
@@ -1012,9 +1067,27 @@ async def run_daily_session(
logger.warning("No valid stock data for market %s", market.code)
continue
# Get balance data once for the market
# Get balance data once for the market (read-only — safe to retry)
try:
if market.is_domestic:
balance_data = await _retry_connection(
broker.get_balance, label=f"balance:{market.code}"
)
else:
balance_data = await _retry_connection(
overseas_broker.get_overseas_balance,
market.exchange_code,
label=f"overseas_balance:{market.exchange_code}",
)
except ConnectionError as exc:
logger.error(
"Balance fetch failed for market %s after all retries — skipping market: %s",
market.code,
exc,
)
continue
if market.is_domestic:
balance_data = await broker.get_balance()
output2 = balance_data.get("output2", [{}])
total_eval = safe_float(
output2[0].get("tot_evlu_amt", "0")
@@ -1026,7 +1099,6 @@ async def run_daily_session(
output2[0].get("pchs_amt_smtl_amt", "0")
) if output2 else 0
else:
balance_data = await overseas_broker.get_overseas_balance(market.exchange_code)
output2 = balance_data.get("output2", [{}])
if isinstance(output2, list) and output2:
balance_info = output2[0]
@@ -1041,11 +1113,12 @@ async def run_daily_session(
balance_info.get("frcr_buy_amt_smtl", "0") or "0"
)
# Paper mode fallback: VTS overseas balance API often fails for many accounts.
if total_cash <= 0 and settings.PAPER_OVERSEAS_CASH > 0:
total_cash = settings.PAPER_OVERSEAS_CASH
# VTS overseas balance API often returns 0; use paper fallback.
if total_cash <= 0 and settings.PAPER_OVERSEAS_CASH > 0:
# Only activate in paper mode — live mode must use real balance from KIS.
if (
total_cash <= 0
and settings.MODE == "paper"
and settings.PAPER_OVERSEAS_CASH > 0
):
total_cash = settings.PAPER_OVERSEAS_CASH
# Calculate daily P&L %
@@ -1318,6 +1391,7 @@ async def run_daily_session(
market=market.code,
exchange_code=market.exchange_code,
decision_id=decision_id,
mode=settings.MODE,
)
logger.info("Daily trading session completed")
@@ -1979,6 +2053,10 @@ async def run(settings: Settings) -> None:
)
except CircuitBreakerTripped:
logger.critical("Circuit breaker tripped — shutting down")
await telegram.notify_circuit_breaker(
pnl_pct=settings.CIRCUIT_BREAKER_PCT,
threshold=settings.CIRCUIT_BREAKER_PCT,
)
shutdown.set()
break
except Exception as exc:
@@ -2296,6 +2374,8 @@ async def run(settings: Settings) -> None:
except TimeoutError:
pass # Normal — timeout means it's time for next cycle
finally:
# Notify shutdown before closing resources
await telegram.notify_system_shutdown("Normal shutdown")
# Clean up resources
await command_handler.stop_polling()
await broker.close()

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@@ -572,4 +572,156 @@ class TestSendOrderTickRounding:
order_call = mock_post.call_args_list[1]
body = order_call[1].get("json", {})
assert body["ORD_DVSN"] == "01"
assert body["ORD_UNPR"] == "0"
# ---------------------------------------------------------------------------
# TR_ID live/paper branching (issues #201, #202, #203)
# ---------------------------------------------------------------------------
class TestTRIDBranchingDomestic:
"""get_balance and send_order must use correct TR_ID for live vs paper mode."""
def _make_broker(self, settings, mode: str) -> KISBroker:
from src.config import Settings
s = Settings(
KIS_APP_KEY=settings.KIS_APP_KEY,
KIS_APP_SECRET=settings.KIS_APP_SECRET,
KIS_ACCOUNT_NO=settings.KIS_ACCOUNT_NO,
GEMINI_API_KEY=settings.GEMINI_API_KEY,
DB_PATH=":memory:",
ENABLED_MARKETS="KR",
MODE=mode,
)
b = KISBroker(s)
b._access_token = "tok"
b._token_expires_at = float("inf")
b._rate_limiter.acquire = AsyncMock()
return b
@pytest.mark.asyncio
async def test_get_balance_paper_uses_vttc8434r(self, settings) -> None:
broker = self._make_broker(settings, "paper")
mock_resp = AsyncMock()
mock_resp.status = 200
mock_resp.json = AsyncMock(
return_value={"output1": [], "output2": {}}
)
mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
mock_resp.__aexit__ = AsyncMock(return_value=False)
with patch("aiohttp.ClientSession.get", return_value=mock_resp) as mock_get:
await broker.get_balance()
headers = mock_get.call_args[1].get("headers", {})
assert headers["tr_id"] == "VTTC8434R"
@pytest.mark.asyncio
async def test_get_balance_live_uses_tttc8434r(self, settings) -> None:
broker = self._make_broker(settings, "live")
mock_resp = AsyncMock()
mock_resp.status = 200
mock_resp.json = AsyncMock(
return_value={"output1": [], "output2": {}}
)
mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
mock_resp.__aexit__ = AsyncMock(return_value=False)
with patch("aiohttp.ClientSession.get", return_value=mock_resp) as mock_get:
await broker.get_balance()
headers = mock_get.call_args[1].get("headers", {})
assert headers["tr_id"] == "TTTC8434R"
@pytest.mark.asyncio
async def test_send_order_buy_paper_uses_vttc0012u(self, settings) -> None:
broker = self._make_broker(settings, "paper")
mock_hash = AsyncMock()
mock_hash.status = 200
mock_hash.json = AsyncMock(return_value={"HASH": "h"})
mock_hash.__aenter__ = AsyncMock(return_value=mock_hash)
mock_hash.__aexit__ = AsyncMock(return_value=False)
mock_order = AsyncMock()
mock_order.status = 200
mock_order.json = AsyncMock(return_value={"rt_cd": "0"})
mock_order.__aenter__ = AsyncMock(return_value=mock_order)
mock_order.__aexit__ = AsyncMock(return_value=False)
with patch(
"aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
) as mock_post:
await broker.send_order("005930", "BUY", 1)
order_headers = mock_post.call_args_list[1][1].get("headers", {})
assert order_headers["tr_id"] == "VTTC0012U"
@pytest.mark.asyncio
async def test_send_order_buy_live_uses_tttc0012u(self, settings) -> None:
broker = self._make_broker(settings, "live")
mock_hash = AsyncMock()
mock_hash.status = 200
mock_hash.json = AsyncMock(return_value={"HASH": "h"})
mock_hash.__aenter__ = AsyncMock(return_value=mock_hash)
mock_hash.__aexit__ = AsyncMock(return_value=False)
mock_order = AsyncMock()
mock_order.status = 200
mock_order.json = AsyncMock(return_value={"rt_cd": "0"})
mock_order.__aenter__ = AsyncMock(return_value=mock_order)
mock_order.__aexit__ = AsyncMock(return_value=False)
with patch(
"aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
) as mock_post:
await broker.send_order("005930", "BUY", 1)
order_headers = mock_post.call_args_list[1][1].get("headers", {})
assert order_headers["tr_id"] == "TTTC0012U"
@pytest.mark.asyncio
async def test_send_order_sell_paper_uses_vttc0011u(self, settings) -> None:
broker = self._make_broker(settings, "paper")
mock_hash = AsyncMock()
mock_hash.status = 200
mock_hash.json = AsyncMock(return_value={"HASH": "h"})
mock_hash.__aenter__ = AsyncMock(return_value=mock_hash)
mock_hash.__aexit__ = AsyncMock(return_value=False)
mock_order = AsyncMock()
mock_order.status = 200
mock_order.json = AsyncMock(return_value={"rt_cd": "0"})
mock_order.__aenter__ = AsyncMock(return_value=mock_order)
mock_order.__aexit__ = AsyncMock(return_value=False)
with patch(
"aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
) as mock_post:
await broker.send_order("005930", "SELL", 1)
order_headers = mock_post.call_args_list[1][1].get("headers", {})
assert order_headers["tr_id"] == "VTTC0011U"
@pytest.mark.asyncio
async def test_send_order_sell_live_uses_tttc0011u(self, settings) -> None:
broker = self._make_broker(settings, "live")
mock_hash = AsyncMock()
mock_hash.status = 200
mock_hash.json = AsyncMock(return_value={"HASH": "h"})
mock_hash.__aenter__ = AsyncMock(return_value=mock_hash)
mock_hash.__aexit__ = AsyncMock(return_value=False)
mock_order = AsyncMock()
mock_order.status = 200
mock_order.json = AsyncMock(return_value={"rt_cd": "0"})
mock_order.__aenter__ = AsyncMock(return_value=mock_order)
mock_order.__aexit__ = AsyncMock(return_value=False)
with patch(
"aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
) as mock_post:
await broker.send_order("005930", "SELL", 1)
order_headers = mock_post.call_args_list[1][1].get("headers", {})
assert order_headers["tr_id"] == "TTTC0011U"

View File

@@ -95,3 +95,101 @@ def test_wal_mode_not_applied_to_memory_db() -> None:
# In-memory DBs default to 'memory' journal mode
assert mode != "wal", "WAL should not be set on in-memory database"
conn.close()
# ---------------------------------------------------------------------------
# mode column tests (issue #212)
# ---------------------------------------------------------------------------
def test_log_trade_stores_mode_paper() -> None:
"""log_trade must persist mode='paper' in the trades table."""
conn = init_db(":memory:")
log_trade(
conn=conn,
stock_code="005930",
action="BUY",
confidence=85,
rationale="test",
mode="paper",
)
row = conn.execute("SELECT mode FROM trades ORDER BY id DESC LIMIT 1").fetchone()
assert row is not None
assert row[0] == "paper"
def test_log_trade_stores_mode_live() -> None:
"""log_trade must persist mode='live' in the trades table."""
conn = init_db(":memory:")
log_trade(
conn=conn,
stock_code="005930",
action="BUY",
confidence=85,
rationale="test",
mode="live",
)
row = conn.execute("SELECT mode FROM trades ORDER BY id DESC LIMIT 1").fetchone()
assert row is not None
assert row[0] == "live"
def test_log_trade_default_mode_is_paper() -> None:
"""log_trade without explicit mode must default to 'paper'."""
conn = init_db(":memory:")
log_trade(
conn=conn,
stock_code="005930",
action="HOLD",
confidence=50,
rationale="test",
)
row = conn.execute("SELECT mode FROM trades ORDER BY id DESC LIMIT 1").fetchone()
assert row is not None
assert row[0] == "paper"
def test_mode_column_exists_in_schema() -> None:
"""trades table must have a mode column after init_db."""
conn = init_db(":memory:")
cursor = conn.execute("PRAGMA table_info(trades)")
columns = {row[1] for row in cursor.fetchall()}
assert "mode" in columns
def test_mode_migration_adds_column_to_existing_db() -> None:
"""init_db must add mode column to existing DBs that lack it (migration)."""
import sqlite3
with tempfile.NamedTemporaryFile(suffix=".db", delete=False) as f:
db_path = f.name
try:
# Create DB without mode column (simulate old schema)
old_conn = sqlite3.connect(db_path)
old_conn.execute(
"""CREATE TABLE trades (
id INTEGER PRIMARY KEY AUTOINCREMENT,
timestamp TEXT NOT NULL,
stock_code TEXT NOT NULL,
action TEXT NOT NULL,
confidence INTEGER NOT NULL,
rationale TEXT,
quantity INTEGER,
price REAL,
pnl REAL DEFAULT 0.0,
market TEXT DEFAULT 'KR',
exchange_code TEXT DEFAULT 'KRX',
decision_id TEXT
)"""
)
old_conn.commit()
old_conn.close()
# Run init_db — should add mode column via migration
conn = init_db(db_path)
cursor = conn.execute("PRAGMA table_info(trades)")
columns = {row[1] for row in cursor.fetchall()}
assert "mode" in columns
conn.close()
finally:
os.unlink(db_path)

View File

@@ -18,6 +18,7 @@ from src.main import (
_extract_held_codes_from_balance,
_extract_held_qty_from_balance,
_handle_market_close,
_retry_connection,
_run_context_scheduler,
_run_evolution_loop,
_start_dashboard_server,
@@ -3183,3 +3184,90 @@ class TestOverseasBrokerIntegration:
# DB도 브로커도 보유 없음 → BUY 주문이 실행되어야 함 (회귀 테스트)
overseas_broker.send_overseas_order.assert_called_once()
# ---------------------------------------------------------------------------
# _retry_connection — unit tests (issue #209)
# ---------------------------------------------------------------------------
class TestRetryConnection:
"""Unit tests for the _retry_connection helper (issue #209)."""
@pytest.mark.asyncio
async def test_success_on_first_attempt(self) -> None:
"""Returns the result immediately when the first call succeeds."""
async def ok() -> str:
return "data"
result = await _retry_connection(ok, label="test")
assert result == "data"
@pytest.mark.asyncio
async def test_succeeds_after_one_connection_error(self) -> None:
"""Retries once on ConnectionError and returns result on 2nd attempt."""
call_count = 0
async def flaky() -> str:
nonlocal call_count
call_count += 1
if call_count < 2:
raise ConnectionError("timeout")
return "ok"
with patch("src.main.asyncio.sleep") as mock_sleep:
mock_sleep.return_value = None
result = await _retry_connection(flaky, label="flaky")
assert result == "ok"
assert call_count == 2
mock_sleep.assert_called_once()
@pytest.mark.asyncio
async def test_raises_after_all_retries_exhausted(self) -> None:
"""Raises ConnectionError after MAX_CONNECTION_RETRIES attempts."""
from src.main import MAX_CONNECTION_RETRIES
call_count = 0
async def always_fail() -> None:
nonlocal call_count
call_count += 1
raise ConnectionError("unreachable")
with patch("src.main.asyncio.sleep") as mock_sleep:
mock_sleep.return_value = None
with pytest.raises(ConnectionError, match="unreachable"):
await _retry_connection(always_fail, label="always_fail")
assert call_count == MAX_CONNECTION_RETRIES
@pytest.mark.asyncio
async def test_passes_args_and_kwargs_to_factory(self) -> None:
"""Forwards positional and keyword arguments to the callable."""
received: dict = {}
async def capture(a: int, b: int, *, key: str) -> str:
received["a"] = a
received["b"] = b
received["key"] = key
return "captured"
result = await _retry_connection(capture, 1, 2, key="val", label="test")
assert result == "captured"
assert received == {"a": 1, "b": 2, "key": "val"}
@pytest.mark.asyncio
async def test_non_connection_error_not_retried(self) -> None:
"""Non-ConnectionError exceptions propagate immediately without retry."""
call_count = 0
async def bad_input() -> None:
nonlocal call_count
call_count += 1
raise ValueError("bad data")
with pytest.raises(ValueError, match="bad data"):
await _retry_connection(bad_input, label="bad")
assert call_count == 1 # No retry for non-ConnectionError

View File

@@ -640,4 +640,176 @@ class TestPaperOverseasCash:
GEMINI_API_KEY="g",
)
assert settings.PAPER_OVERSEAS_CASH == 0.0
del os.environ["PAPER_OVERSEAS_CASH"]
# ---------------------------------------------------------------------------
# TR_ID live/paper branching — overseas (issues #201, #203)
# ---------------------------------------------------------------------------
def _make_overseas_broker_with_mode(mode: str) -> OverseasBroker:
s = Settings(
KIS_APP_KEY="k",
KIS_APP_SECRET="s",
KIS_ACCOUNT_NO="12345678-01",
GEMINI_API_KEY="g",
DB_PATH=":memory:",
MODE=mode,
)
kis = KISBroker(s)
kis._access_token = "tok"
kis._token_expires_at = float("inf")
kis._rate_limiter.acquire = AsyncMock()
return OverseasBroker(kis)
class TestOverseasTRIDBranching:
"""get_overseas_balance and send_overseas_order must use correct TR_ID."""
@pytest.mark.asyncio
async def test_get_overseas_balance_paper_uses_vtts3012r(self) -> None:
broker = _make_overseas_broker_with_mode("paper")
captured: list[str] = []
async def mock_auth_headers(tr_id: str) -> dict:
captured.append(tr_id)
return {"tr_id": tr_id, "authorization": "Bearer tok"}
broker._broker._auth_headers = mock_auth_headers # type: ignore[method-assign]
mock_resp = AsyncMock()
mock_resp.status = 200
mock_resp.json = AsyncMock(return_value={"output1": [], "output2": []})
mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
mock_resp.__aexit__ = AsyncMock(return_value=False)
mock_session = MagicMock()
mock_session.get = MagicMock(return_value=mock_resp)
broker._broker._get_session = MagicMock(return_value=mock_session)
await broker.get_overseas_balance("NASD")
assert "VTTS3012R" in captured
@pytest.mark.asyncio
async def test_get_overseas_balance_live_uses_ttts3012r(self) -> None:
broker = _make_overseas_broker_with_mode("live")
captured: list[str] = []
async def mock_auth_headers(tr_id: str) -> dict:
captured.append(tr_id)
return {"tr_id": tr_id, "authorization": "Bearer tok"}
broker._broker._auth_headers = mock_auth_headers # type: ignore[method-assign]
mock_resp = AsyncMock()
mock_resp.status = 200
mock_resp.json = AsyncMock(return_value={"output1": [], "output2": []})
mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
mock_resp.__aexit__ = AsyncMock(return_value=False)
mock_session = MagicMock()
mock_session.get = MagicMock(return_value=mock_resp)
broker._broker._get_session = MagicMock(return_value=mock_session)
await broker.get_overseas_balance("NASD")
assert "TTTS3012R" in captured
@pytest.mark.asyncio
async def test_send_overseas_order_buy_paper_uses_vttt1002u(self) -> None:
broker = _make_overseas_broker_with_mode("paper")
captured: list[str] = []
async def mock_auth_headers(tr_id: str) -> dict:
captured.append(tr_id)
return {"tr_id": tr_id, "authorization": "Bearer tok"}
broker._broker._auth_headers = mock_auth_headers # type: ignore[method-assign]
broker._broker._get_hash_key = AsyncMock(return_value="h") # type: ignore[method-assign]
mock_resp = AsyncMock()
mock_resp.status = 200
mock_resp.json = AsyncMock(return_value={"rt_cd": "0", "msg1": "OK"})
mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
mock_resp.__aexit__ = AsyncMock(return_value=False)
mock_session = MagicMock()
mock_session.post = MagicMock(return_value=mock_resp)
broker._broker._get_session = MagicMock(return_value=mock_session)
await broker.send_overseas_order("NASD", "AAPL", "BUY", 1)
assert "VTTT1002U" in captured
@pytest.mark.asyncio
async def test_send_overseas_order_buy_live_uses_tttt1002u(self) -> None:
broker = _make_overseas_broker_with_mode("live")
captured: list[str] = []
async def mock_auth_headers(tr_id: str) -> dict:
captured.append(tr_id)
return {"tr_id": tr_id, "authorization": "Bearer tok"}
broker._broker._auth_headers = mock_auth_headers # type: ignore[method-assign]
broker._broker._get_hash_key = AsyncMock(return_value="h") # type: ignore[method-assign]
mock_resp = AsyncMock()
mock_resp.status = 200
mock_resp.json = AsyncMock(return_value={"rt_cd": "0", "msg1": "OK"})
mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
mock_resp.__aexit__ = AsyncMock(return_value=False)
mock_session = MagicMock()
mock_session.post = MagicMock(return_value=mock_resp)
broker._broker._get_session = MagicMock(return_value=mock_session)
await broker.send_overseas_order("NASD", "AAPL", "BUY", 1)
assert "TTTT1002U" in captured
@pytest.mark.asyncio
async def test_send_overseas_order_sell_paper_uses_vttt1001u(self) -> None:
broker = _make_overseas_broker_with_mode("paper")
captured: list[str] = []
async def mock_auth_headers(tr_id: str) -> dict:
captured.append(tr_id)
return {"tr_id": tr_id, "authorization": "Bearer tok"}
broker._broker._auth_headers = mock_auth_headers # type: ignore[method-assign]
broker._broker._get_hash_key = AsyncMock(return_value="h") # type: ignore[method-assign]
mock_resp = AsyncMock()
mock_resp.status = 200
mock_resp.json = AsyncMock(return_value={"rt_cd": "0", "msg1": "OK"})
mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
mock_resp.__aexit__ = AsyncMock(return_value=False)
mock_session = MagicMock()
mock_session.post = MagicMock(return_value=mock_resp)
broker._broker._get_session = MagicMock(return_value=mock_session)
await broker.send_overseas_order("NASD", "AAPL", "SELL", 1)
assert "VTTT1001U" in captured
@pytest.mark.asyncio
async def test_send_overseas_order_sell_live_uses_tttt1006u(self) -> None:
broker = _make_overseas_broker_with_mode("live")
captured: list[str] = []
async def mock_auth_headers(tr_id: str) -> dict:
captured.append(tr_id)
return {"tr_id": tr_id, "authorization": "Bearer tok"}
broker._broker._auth_headers = mock_auth_headers # type: ignore[method-assign]
broker._broker._get_hash_key = AsyncMock(return_value="h") # type: ignore[method-assign]
mock_resp = AsyncMock()
mock_resp.status = 200
mock_resp.json = AsyncMock(return_value={"rt_cd": "0", "msg1": "OK"})
mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
mock_resp.__aexit__ = AsyncMock(return_value=False)
mock_session = MagicMock()
mock_session.post = MagicMock(return_value=mock_resp)
broker._broker._get_session = MagicMock(return_value=mock_session)
await broker.send_overseas_order("NASD", "AAPL", "SELL", 1)
assert "TTTT1006U" in captured