feat: cross-market date fix and strategic context selector (issue #88)

KR planner now reads US scorecard from previous day (timezone-aware),
and generate_playbook uses STRATEGIC context selection.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

src/main.py

@@ -27,6 +27,7 @@ from src.core.criticality import CriticalityAssessor
 from src.core.priority_queue import PriorityTaskQueue
 from src.core.risk_manager import CircuitBreakerTripped, FatFingerRejected, RiskManager
 from src.db import get_latest_buy_trade, init_db, log_trade
+from src.evolution.daily_review import DailyReviewer
 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
@@ -736,6 +737,41 @@ async def run_daily_session(
     logger.info("Daily trading session completed")
 
 
+async def _handle_market_close(
+    market_code: str,
+    market_name: str,
+    market_timezone: Any,
+    telegram: TelegramClient,
+    context_aggregator: ContextAggregator,
+    daily_reviewer: DailyReviewer,
+) -> None:
+    """Handle market-close tasks: notify, aggregate, review, and store context."""
+    await telegram.notify_market_close(market_name, 0.0)
+
+    market_date = datetime.now(market_timezone).date().isoformat()
+    context_aggregator.aggregate_daily_from_trades(
+        date=market_date,
+        market=market_code,
+    )
+
+    scorecard = daily_reviewer.generate_scorecard(market_date, market_code)
+    daily_reviewer.store_scorecard_in_context(scorecard)
+
+    lessons = await daily_reviewer.generate_lessons(scorecard)
+    if lessons:
+        scorecard.lessons = lessons
+        daily_reviewer.store_scorecard_in_context(scorecard)
+
+    await telegram.send_message(
+        f"<b>Daily Review ({market_code})</b>\n"
+        f"Date: {scorecard.date}\n"
+        f"Decisions: {scorecard.total_decisions}\n"
+        f"P&L: {scorecard.total_pnl:+.2f}\n"
+        f"Win Rate: {scorecard.win_rate:.2f}%\n"
+        f"Lessons: {', '.join(scorecard.lessons) if scorecard.lessons else 'N/A'}"
+    )
+
+
 async def run(settings: Settings) -> None:
     """Main async loop — iterate over open markets on a timer."""
     broker = KISBroker(settings)
@@ -751,6 +787,7 @@ async def run(settings: Settings) -> None:
     context_selector = ContextSelector(context_store)
     scenario_engine = ScenarioEngine()
     playbook_store = PlaybookStore(db_conn)
+    daily_reviewer = DailyReviewer(db_conn, context_store, gemini_client=brain)
     pre_market_planner = PreMarketPlanner(
         gemini_client=brain,
         context_store=context_store,
@@ -1029,13 +1066,13 @@ async def run(settings: Settings) -> None:
 
                                 market_info = MARKETS.get(market_code)
                                 if market_info:
-                                    await telegram.notify_market_close(market_info.name, 0.0)
+                                    await _handle_market_close(
-                                    market_date = datetime.now(
+                                        market_code=market_code,
-                                        market_info.timezone
+                                        market_name=market_info.name,
-                                    ).date().isoformat()
+                                        market_timezone=market_info.timezone,
-                                    context_aggregator.aggregate_daily_from_trades(
+                                        telegram=telegram,
-                                        date=market_date,
+                                        context_aggregator=context_aggregator,
-                                        market=market_code,
+                                        daily_reviewer=daily_reviewer,
                                     )
                             except Exception as exc:
                                 logger.warning("Market close notification failed: %s", exc)

src/strategy/pre_market_planner.py

@@ -8,7 +8,7 @@ from __future__ import annotations
 
 import json
 import logging
-from datetime import date
+from datetime import date, timedelta
 from typing import Any
 
 from src.analysis.smart_scanner import ScanCandidate
@@ -145,7 +145,8 @@ class PreMarketPlanner:
         other_market = "US" if target_market == "KR" else "KR"
         if today is None:
             today = date.today()
-        timeframe = today.isoformat()
+        timeframe_date = today - timedelta(days=1) if target_market == "KR" else today
+        timeframe = timeframe_date.isoformat()
 
         scorecard_key = f"scorecard_{other_market}"
         scorecard_data = self._context_store.get_context(

tests/test_main.py

@@ -1,6 +1,6 @@
 """Tests for main trading loop integration."""
 
-from datetime import date
+from datetime import UTC, date
 from unittest.mock import ANY, AsyncMock, MagicMock, patch
 
 import pytest
@@ -8,8 +8,9 @@ import pytest
 from src.context.layer import ContextLayer
 from src.core.risk_manager import CircuitBreakerTripped, FatFingerRejected
 from src.db import init_db, log_trade
+from src.evolution.scorecard import DailyScorecard
 from src.logging.decision_logger import DecisionLogger
-from src.main import safe_float, trading_cycle
+from src.main import _handle_market_close, safe_float, trading_cycle
 from src.strategy.models import (
     DayPlaybook,
     ScenarioAction,
@@ -1219,3 +1220,78 @@ async def test_sell_updates_original_buy_decision_outcome() -> None:
     assert updated_buy is not None
     assert updated_buy.outcome_pnl == 20.0
     assert updated_buy.outcome_accuracy == 1
+
+
+@pytest.mark.asyncio
+async def test_handle_market_close_runs_daily_review_flow() -> None:
+    """Market close should aggregate, create scorecard, lessons, and notify."""
+    telegram = MagicMock()
+    telegram.notify_market_close = AsyncMock()
+    telegram.send_message = AsyncMock()
+
+    context_aggregator = MagicMock()
+    reviewer = MagicMock()
+    reviewer.generate_scorecard.return_value = DailyScorecard(
+        date="2026-02-14",
+        market="KR",
+        total_decisions=3,
+        buys=1,
+        sells=1,
+        holds=1,
+        total_pnl=12.5,
+        win_rate=50.0,
+        avg_confidence=75.0,
+        scenario_match_rate=66.7,
+    )
+    reviewer.generate_lessons = AsyncMock(return_value=["Cut losers faster"])
+
+    await _handle_market_close(
+        market_code="KR",
+        market_name="Korea",
+        market_timezone=UTC,
+        telegram=telegram,
+        context_aggregator=context_aggregator,
+        daily_reviewer=reviewer,
+    )
+
+    telegram.notify_market_close.assert_called_once_with("Korea", 0.0)
+    context_aggregator.aggregate_daily_from_trades.assert_called_once()
+    reviewer.generate_scorecard.assert_called_once()
+    assert reviewer.store_scorecard_in_context.call_count == 2
+    reviewer.generate_lessons.assert_called_once()
+    telegram.send_message.assert_called_once()
+
+
+@pytest.mark.asyncio
+async def test_handle_market_close_without_lessons_stores_once() -> None:
+    """If no lessons are generated, scorecard should be stored once."""
+    telegram = MagicMock()
+    telegram.notify_market_close = AsyncMock()
+    telegram.send_message = AsyncMock()
+
+    context_aggregator = MagicMock()
+    reviewer = MagicMock()
+    reviewer.generate_scorecard.return_value = DailyScorecard(
+        date="2026-02-14",
+        market="US",
+        total_decisions=1,
+        buys=0,
+        sells=1,
+        holds=0,
+        total_pnl=-3.0,
+        win_rate=0.0,
+        avg_confidence=65.0,
+        scenario_match_rate=100.0,
+    )
+    reviewer.generate_lessons = AsyncMock(return_value=[])
+
+    await _handle_market_close(
+        market_code="US",
+        market_name="United States",
+        market_timezone=UTC,
+        telegram=telegram,
+        context_aggregator=context_aggregator,
+        daily_reviewer=reviewer,
+    )
+
+    assert reviewer.store_scorecard_in_context.call_count == 1

tests/test_pre_market_planner.py

@@ -9,6 +9,7 @@ from unittest.mock import AsyncMock, MagicMock
 import pytest
 
 from src.analysis.smart_scanner import ScanCandidate
+from src.brain.context_selector import DecisionType
 from src.brain.gemini_client import TradeDecision
 from src.config import Settings
 from src.context.store import ContextLayer
@@ -16,12 +17,10 @@ from src.strategy.models import (
     CrossMarketContext,
     DayPlaybook,
     MarketOutlook,
-    PlaybookStatus,
     ScenarioAction,
 )
 from src.strategy.pre_market_planner import PreMarketPlanner
 
-
 # ---------------------------------------------------------------------------
 # Fixtures
 # ---------------------------------------------------------------------------
@@ -111,7 +110,9 @@ def _make_planner(
 
     # Mock ContextSelector
     selector = MagicMock()
-    selector.select_layers = MagicMock(return_value=[ContextLayer.L7_REALTIME, ContextLayer.L6_DAILY])
+    selector.select_layers = MagicMock(
+        return_value=[ContextLayer.L7_REALTIME, ContextLayer.L6_DAILY]
+    )
     selector.get_context_data = MagicMock(return_value=context_data or {})
 
     settings = Settings(
@@ -220,11 +221,25 @@ class TestGeneratePlaybook:
         stocks = [
             {
                 "stock_code": "005930",
-                "scenarios": [{"condition": {"rsi_below": 30}, "action": "BUY", "confidence": 85, "rationale": "ok"}],
+                "scenarios": [
+                    {
+                        "condition": {"rsi_below": 30},
+                        "action": "BUY",
+                        "confidence": 85,
+                        "rationale": "ok",
+                    }
+                ],
             },
             {
                 "stock_code": "UNKNOWN",
-                "scenarios": [{"condition": {"rsi_below": 20}, "action": "BUY", "confidence": 90, "rationale": "bad"}],
+                "scenarios": [
+                    {
+                        "condition": {"rsi_below": 20},
+                        "action": "BUY",
+                        "confidence": 90,
+                        "rationale": "bad",
+                    }
+                ],
             },
         ]
         planner = _make_planner(gemini_response=_gemini_response_json(stocks=stocks))
@@ -254,6 +269,19 @@ class TestGeneratePlaybook:
 
         assert pb.token_count == 450
 
+    @pytest.mark.asyncio
+    async def test_generate_playbook_uses_strategic_context_selector(self) -> None:
+        planner = _make_planner()
+        candidates = [_candidate()]
+
+        await planner.generate_playbook("KR", candidates, today=date(2026, 2, 8))
+
+        planner._context_selector.select_layers.assert_called_once_with(
+            decision_type=DecisionType.STRATEGIC,
+            include_realtime=True,
+        )
+        planner._context_selector.get_context_data.assert_called_once()
+
 
 # ---------------------------------------------------------------------------
 # _parse_response
@@ -402,7 +430,12 @@ class TestParseResponse:
 
 class TestBuildCrossMarketContext:
     def test_kr_reads_us_scorecard(self) -> None:
-        scorecard = {"total_pnl": 2.5, "win_rate": 65, "index_change_pct": 0.8, "lessons": ["Stay patient"]}
+        scorecard = {
+            "total_pnl": 2.5,
+            "win_rate": 65,
+            "index_change_pct": 0.8,
+            "lessons": ["Stay patient"],
+        }
         planner = _make_planner(scorecard_data=scorecard)
 
         ctx = planner.build_cross_market_context("KR", today=date(2026, 2, 8))
@@ -415,8 +448,9 @@ class TestBuildCrossMarketContext:
 
         # Verify it queried scorecard_US
         planner._context_store.get_context.assert_called_once_with(
-            ContextLayer.L6_DAILY, "2026-02-08", "scorecard_US"
+            ContextLayer.L6_DAILY, "2026-02-07", "scorecard_US"
         )
+        assert ctx.date == "2026-02-07"
 
     def test_us_reads_kr_scorecard(self) -> None:
         scorecard = {"total_pnl": -1.0, "win_rate": 40, "index_change_pct": -0.5}