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Author SHA1 Message Date
agentson
e2275a23b1 fix: daily_review 테스트에서 날짜 불일치로 인한 실패 수정 (#129)
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DecisionLogger와 log_trade가 datetime.now(UTC)로 현재 날짜를 저장하는데,
테스트에서 하드코딩된 '2026-02-14'로 조회하여 0건이 반환되던 문제 수정.
generate_scorecard 호출 시 TODAY 변수를 사용하도록 변경.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-16 10:05:17 +09:00
7522bb7e66 Merge pull request 'feat: 대시보드 실행 통합 - CLI + 환경변수 (issue #97)' (#128) from feature/issue-97-dashboard-integration into main
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Reviewed-on: #128
2026-02-15 00:01:57 +09:00
agentson
63fa6841a2 feat: dashboard background thread with CLI flag (issue #97)
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Add --dashboard CLI flag and DASHBOARD_ENABLED env var to start
FastAPI dashboard in a daemon thread alongside the trading loop.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-15 00:01:29 +09:00
ece3c5597b Merge pull request 'feat: FastAPI 읽기 전용 대시보드 (issue #96)' (#127) from feature/issue-96-evolution-main-integration into main
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Reviewed-on: #127
2026-02-14 23:57:17 +09:00
agentson
63f4e49d88 feat: read-only FastAPI dashboard with 7 API endpoints (issue #96)
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Add observability dashboard: status, playbook, scorecard, performance,
context browser, decisions, and active scenarios endpoints.
SQLite read-only on separate connections from trading loop.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 23:56:10 +09:00
agentson
e0a6b307a2 fix: add error handling to evolution loop telegram notification
Wrap evolution notification in try/except so telegram failures don't
crash the evolution loop. Add integration tests for market close flow.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 23:56:04 +09:00
75320eb587 Merge pull request 'feat: 전략 진화 루프 연결 (issue #95)' (#126) from feature/issue-95-evolution-loop into main
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2026-02-14 23:42:30 +09:00
agentson
afb31b7f4b feat: wire evolution loop into market close flow (issue #95)
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Run EvolutionOptimizer.evolve() at US market close, skip for other
markets, and notify via Telegram when a strategy PR is generated.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 23:41:41 +09:00
a429a9f4da Merge pull request 'feat: 레거시 컨텍스트 정리 스케줄러 연결 (issue #89)' (#125) from feature/issue-89-legacy-context-cleanup into main
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2026-02-14 23:38:11 +09:00
agentson
d9763def85 feat: integrate ContextScheduler into main loop (issue #89)
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Wire up periodic context rollups (weekly/monthly/quarterly/annual/legacy)
in both daily and realtime trading loops with dedup-safe scheduling.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 23:37:30 +09:00
ab7f0444b2 Merge pull request 'feat: 플래너에 자기 시장 성적표 주입 (issue #94)' (#124) from feature/issue-94-planner-scorecard-injection into main
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2026-02-14 23:34:09 +09:00
agentson
6b3960a3a4 feat: inject self-market scorecard into planner prompt (issue #94)
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Add build_self_market_scorecard() to read previous day's own market
performance, and include it in the Gemini planning prompt alongside
cross-market context.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 23:27:01 +09:00
6cad8e74e1 Merge pull request 'feat: 플래너 크로스마켓 날짜 보정 + 전략 컨텍스트 (issue #88)' (#123) from feat/v2-2-4-planner-context-crossmarket into main
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Reviewed-on: #123
2026-02-14 23:21:12 +09:00
agentson
86c94cff62 feat: cross-market date fix and strategic context selector (issue #88)
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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>
2026-02-14 23:20:24 +09:00
692cb61991 Merge pull request 'feat: main.py에 일일 리뷰 연결 (issue #93)' (#122) from feature/issue-93-daily-review-integration into main
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2026-02-14 23:15:26 +09:00
agentson
392422992b feat: integrate DailyReviewer into market close flow (issue #93)
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Extract _handle_market_close() helper that runs EOD aggregation,
generates scorecard with optional AI lessons, and sends Telegram summary.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 23:13:57 +09:00
cc637a9738 Merge pull request 'feat: Daily Reviewer - 시장별 성적표 생성 (issue #91)' (#121) from feature/issue-91-daily-reviewer into main
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Reviewed-on: #121
2026-02-14 23:08:05 +09:00
11 changed files with 1330 additions and 28 deletions

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@@ -9,6 +9,8 @@ dependencies = [
"pydantic-settings>=2.1,<3",
"google-genai>=1.0,<2",
"scipy>=1.11,<2",
"fastapi>=0.110,<1",
"uvicorn>=0.29,<1",
]
[project.optional-dependencies]

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@@ -83,6 +83,11 @@ class Settings(BaseSettings):
TELEGRAM_COMMANDS_ENABLED: bool = True
TELEGRAM_POLLING_INTERVAL: float = 1.0 # seconds
# Dashboard (optional)
DASHBOARD_ENABLED: bool = False
DASHBOARD_HOST: str = "127.0.0.1"
DASHBOARD_PORT: int = Field(default=8080, ge=1, le=65535)
model_config = {"env_file": ".env", "env_file_encoding": "utf-8"}
@property

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@@ -0,0 +1,5 @@
"""FastAPI dashboard package for observability APIs."""
from src.dashboard.app import create_dashboard_app
__all__ = ["create_dashboard_app"]

349
src/dashboard/app.py Normal file
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@@ -0,0 +1,349 @@
"""FastAPI application for observability dashboard endpoints."""
from __future__ import annotations
import json
import sqlite3
from datetime import UTC, datetime
from pathlib import Path
from typing import Any
from fastapi import FastAPI, HTTPException, Query
from fastapi.responses import FileResponse
def create_dashboard_app(db_path: str) -> FastAPI:
"""Create dashboard FastAPI app bound to a SQLite database path."""
app = FastAPI(title="The Ouroboros Dashboard", version="1.0.0")
app.state.db_path = db_path
@app.get("/")
def index() -> FileResponse:
index_path = Path(__file__).parent / "static" / "index.html"
return FileResponse(index_path)
@app.get("/api/status")
def get_status() -> dict[str, Any]:
today = datetime.now(UTC).date().isoformat()
with _connect(db_path) as conn:
markets = ["KR", "US"]
market_status: dict[str, Any] = {}
total_trades = 0
total_pnl = 0.0
total_decisions = 0
for market in markets:
trade_row = conn.execute(
"""
SELECT COUNT(*) AS c, COALESCE(SUM(pnl), 0.0) AS p
FROM trades
WHERE DATE(timestamp) = ? AND market = ?
""",
(today, market),
).fetchone()
decision_row = conn.execute(
"""
SELECT COUNT(*) AS c
FROM decision_logs
WHERE DATE(timestamp) = ? AND market = ?
""",
(today, market),
).fetchone()
playbook_row = conn.execute(
"""
SELECT status
FROM playbooks
WHERE date = ? AND market = ?
LIMIT 1
""",
(today, market),
).fetchone()
market_status[market] = {
"trade_count": int(trade_row["c"] if trade_row else 0),
"total_pnl": float(trade_row["p"] if trade_row else 0.0),
"decision_count": int(decision_row["c"] if decision_row else 0),
"playbook_status": playbook_row["status"] if playbook_row else None,
}
total_trades += market_status[market]["trade_count"]
total_pnl += market_status[market]["total_pnl"]
total_decisions += market_status[market]["decision_count"]
return {
"date": today,
"markets": market_status,
"totals": {
"trade_count": total_trades,
"total_pnl": round(total_pnl, 2),
"decision_count": total_decisions,
},
}
@app.get("/api/playbook/{date_str}")
def get_playbook(date_str: str, market: str = Query("KR")) -> dict[str, Any]:
with _connect(db_path) as conn:
row = conn.execute(
"""
SELECT date, market, status, playbook_json, generated_at,
token_count, scenario_count, match_count
FROM playbooks
WHERE date = ? AND market = ?
""",
(date_str, market),
).fetchone()
if row is None:
raise HTTPException(status_code=404, detail="playbook not found")
return {
"date": row["date"],
"market": row["market"],
"status": row["status"],
"playbook": json.loads(row["playbook_json"]),
"generated_at": row["generated_at"],
"token_count": row["token_count"],
"scenario_count": row["scenario_count"],
"match_count": row["match_count"],
}
@app.get("/api/scorecard/{date_str}")
def get_scorecard(date_str: str, market: str = Query("KR")) -> dict[str, Any]:
key = f"scorecard_{market}"
with _connect(db_path) as conn:
row = conn.execute(
"""
SELECT value
FROM contexts
WHERE layer = 'L6_DAILY' AND timeframe = ? AND key = ?
""",
(date_str, key),
).fetchone()
if row is None:
raise HTTPException(status_code=404, detail="scorecard not found")
return {"date": date_str, "market": market, "scorecard": json.loads(row["value"])}
@app.get("/api/performance")
def get_performance(market: str = Query("all")) -> dict[str, Any]:
with _connect(db_path) as conn:
if market == "all":
by_market_rows = conn.execute(
"""
SELECT market,
COUNT(*) AS total_trades,
SUM(CASE WHEN pnl > 0 THEN 1 ELSE 0 END) AS wins,
SUM(CASE WHEN pnl < 0 THEN 1 ELSE 0 END) AS losses,
COALESCE(SUM(pnl), 0.0) AS total_pnl,
COALESCE(AVG(confidence), 0.0) AS avg_confidence
FROM trades
GROUP BY market
ORDER BY market
"""
).fetchall()
combined = _performance_from_rows(by_market_rows)
return {
"market": "all",
"combined": combined,
"by_market": [
_row_to_performance(row)
for row in by_market_rows
],
}
row = conn.execute(
"""
SELECT market,
COUNT(*) AS total_trades,
SUM(CASE WHEN pnl > 0 THEN 1 ELSE 0 END) AS wins,
SUM(CASE WHEN pnl < 0 THEN 1 ELSE 0 END) AS losses,
COALESCE(SUM(pnl), 0.0) AS total_pnl,
COALESCE(AVG(confidence), 0.0) AS avg_confidence
FROM trades
WHERE market = ?
GROUP BY market
""",
(market,),
).fetchone()
if row is None:
return {"market": market, "metrics": _empty_performance(market)}
return {"market": market, "metrics": _row_to_performance(row)}
@app.get("/api/context/{layer}")
def get_context_layer(
layer: str,
timeframe: str | None = Query(default=None),
limit: int = Query(default=100, ge=1, le=1000),
) -> dict[str, Any]:
with _connect(db_path) as conn:
if timeframe is None:
rows = conn.execute(
"""
SELECT timeframe, key, value, updated_at
FROM contexts
WHERE layer = ?
ORDER BY updated_at DESC
LIMIT ?
""",
(layer, limit),
).fetchall()
else:
rows = conn.execute(
"""
SELECT timeframe, key, value, updated_at
FROM contexts
WHERE layer = ? AND timeframe = ?
ORDER BY key
LIMIT ?
""",
(layer, timeframe, limit),
).fetchall()
entries = [
{
"timeframe": row["timeframe"],
"key": row["key"],
"value": json.loads(row["value"]),
"updated_at": row["updated_at"],
}
for row in rows
]
return {
"layer": layer,
"timeframe": timeframe,
"count": len(entries),
"entries": entries,
}
@app.get("/api/decisions")
def get_decisions(
market: str = Query("KR"),
limit: int = Query(default=50, ge=1, le=500),
) -> dict[str, Any]:
with _connect(db_path) as conn:
rows = conn.execute(
"""
SELECT decision_id, timestamp, stock_code, market, exchange_code,
action, confidence, rationale, context_snapshot, input_data,
outcome_pnl, outcome_accuracy
FROM decision_logs
WHERE market = ?
ORDER BY timestamp DESC
LIMIT ?
""",
(market, limit),
).fetchall()
decisions = []
for row in rows:
decisions.append(
{
"decision_id": row["decision_id"],
"timestamp": row["timestamp"],
"stock_code": row["stock_code"],
"market": row["market"],
"exchange_code": row["exchange_code"],
"action": row["action"],
"confidence": row["confidence"],
"rationale": row["rationale"],
"context_snapshot": json.loads(row["context_snapshot"]),
"input_data": json.loads(row["input_data"]),
"outcome_pnl": row["outcome_pnl"],
"outcome_accuracy": row["outcome_accuracy"],
}
)
return {"market": market, "count": len(decisions), "decisions": decisions}
@app.get("/api/scenarios/active")
def get_active_scenarios(
market: str = Query("US"),
date_str: str | None = Query(default=None),
limit: int = Query(default=50, ge=1, le=500),
) -> dict[str, Any]:
if date_str is None:
date_str = datetime.now(UTC).date().isoformat()
with _connect(db_path) as conn:
rows = conn.execute(
"""
SELECT timestamp, stock_code, action, confidence, rationale, context_snapshot
FROM decision_logs
WHERE market = ? AND DATE(timestamp) = ?
ORDER BY timestamp DESC
LIMIT ?
""",
(market, date_str, limit),
).fetchall()
matches: list[dict[str, Any]] = []
for row in rows:
snapshot = json.loads(row["context_snapshot"])
scenario_match = snapshot.get("scenario_match", {})
if not isinstance(scenario_match, dict) or not scenario_match:
continue
matches.append(
{
"timestamp": row["timestamp"],
"stock_code": row["stock_code"],
"action": row["action"],
"confidence": row["confidence"],
"rationale": row["rationale"],
"scenario_match": scenario_match,
}
)
return {"market": market, "date": date_str, "count": len(matches), "matches": matches}
return app
def _connect(db_path: str) -> sqlite3.Connection:
conn = sqlite3.connect(db_path)
conn.row_factory = sqlite3.Row
return conn
def _row_to_performance(row: sqlite3.Row) -> dict[str, Any]:
wins = int(row["wins"] or 0)
losses = int(row["losses"] or 0)
total = int(row["total_trades"] or 0)
win_rate = round((wins / (wins + losses) * 100), 2) if (wins + losses) > 0 else 0.0
return {
"market": row["market"],
"total_trades": total,
"wins": wins,
"losses": losses,
"win_rate": win_rate,
"total_pnl": round(float(row["total_pnl"] or 0.0), 2),
"avg_confidence": round(float(row["avg_confidence"] or 0.0), 2),
}
def _performance_from_rows(rows: list[sqlite3.Row]) -> dict[str, Any]:
total_trades = 0
wins = 0
losses = 0
total_pnl = 0.0
confidence_weighted = 0.0
for row in rows:
market_total = int(row["total_trades"] or 0)
market_conf = float(row["avg_confidence"] or 0.0)
total_trades += market_total
wins += int(row["wins"] or 0)
losses += int(row["losses"] or 0)
total_pnl += float(row["total_pnl"] or 0.0)
confidence_weighted += market_total * market_conf
win_rate = round((wins / (wins + losses) * 100), 2) if (wins + losses) > 0 else 0.0
avg_confidence = round(confidence_weighted / total_trades, 2) if total_trades > 0 else 0.0
return {
"market": "all",
"total_trades": total_trades,
"wins": wins,
"losses": losses,
"win_rate": win_rate,
"total_pnl": round(total_pnl, 2),
"avg_confidence": avg_confidence,
}
def _empty_performance(market: str) -> dict[str, Any]:
return {
"market": market,
"total_trades": 0,
"wins": 0,
"losses": 0,
"win_rate": 0.0,
"total_pnl": 0.0,
"avg_confidence": 0.0,
}

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@@ -0,0 +1,61 @@
<!doctype html>
<html lang="en">
<head>
<meta charset="UTF-8" />
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
<title>The Ouroboros Dashboard</title>
<style>
:root {
--bg: #0b1724;
--panel: #12263a;
--fg: #e6eef7;
--muted: #9fb3c8;
--accent: #3cb371;
}
body {
margin: 0;
font-family: ui-monospace, SFMono-Regular, Menlo, monospace;
background: radial-gradient(circle at top left, #173b58, var(--bg));
color: var(--fg);
}
.wrap {
max-width: 900px;
margin: 48px auto;
padding: 0 16px;
}
.card {
background: color-mix(in oklab, var(--panel), black 12%);
border: 1px solid #28455f;
border-radius: 12px;
padding: 20px;
}
h1 {
margin-top: 0;
}
code {
color: var(--accent);
}
li {
margin: 6px 0;
color: var(--muted);
}
</style>
</head>
<body>
<div class="wrap">
<div class="card">
<h1>The Ouroboros Dashboard API</h1>
<p>Use the following endpoints:</p>
<ul>
<li><code>/api/status</code></li>
<li><code>/api/playbook/{date}?market=KR</code></li>
<li><code>/api/scorecard/{date}?market=KR</code></li>
<li><code>/api/performance?market=all</code></li>
<li><code>/api/context/{layer}</code></li>
<li><code>/api/decisions?market=KR</code></li>
<li><code>/api/scenarios/active?market=US</code></li>
</ul>
</div>
</div>
</body>
</html>

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@@ -10,6 +10,7 @@ import argparse
import asyncio
import logging
import signal
import threading
from datetime import UTC, datetime
from typing import Any
@@ -22,11 +23,14 @@ from src.broker.overseas import OverseasBroker
from src.config import Settings
from src.context.aggregator import ContextAggregator
from src.context.layer import ContextLayer
from src.context.scheduler import ContextScheduler
from src.context.store import ContextStore
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.evolution.optimizer import EvolutionOptimizer
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 +740,153 @@ 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,
evolution_optimizer: EvolutionOptimizer | None = None,
) -> 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'}"
)
if evolution_optimizer is not None:
await _run_evolution_loop(
evolution_optimizer=evolution_optimizer,
telegram=telegram,
market_code=market_code,
market_date=market_date,
)
def _run_context_scheduler(
scheduler: ContextScheduler, now: datetime | None = None,
) -> None:
"""Run periodic context scheduler tasks and log when anything executes."""
result = scheduler.run_if_due(now=now)
if any(
[
result.weekly,
result.monthly,
result.quarterly,
result.annual,
result.legacy,
result.cleanup,
]
):
logger.info(
(
"Context scheduler ran (weekly=%s, monthly=%s, quarterly=%s, "
"annual=%s, legacy=%s, cleanup=%s)"
),
result.weekly,
result.monthly,
result.quarterly,
result.annual,
result.legacy,
result.cleanup,
)
async def _run_evolution_loop(
evolution_optimizer: EvolutionOptimizer,
telegram: TelegramClient,
market_code: str,
market_date: str,
) -> None:
"""Run evolution loop once at US close (end of trading day)."""
if market_code != "US":
return
try:
pr_info = await evolution_optimizer.evolve()
except Exception as exc:
logger.warning("Evolution loop failed on %s: %s", market_date, exc)
return
if pr_info is None:
logger.info("Evolution loop skipped on %s (no actionable failures)", market_date)
return
try:
await telegram.send_message(
"<b>Evolution Update</b>\n"
f"Date: {market_date}\n"
f"PR: {pr_info.get('title', 'N/A')}\n"
f"Branch: {pr_info.get('branch', 'N/A')}\n"
f"Status: {pr_info.get('status', 'N/A')}"
)
except Exception as exc:
logger.warning("Evolution notification failed on %s: %s", market_date, exc)
def _start_dashboard_server(settings: Settings) -> threading.Thread | None:
"""Start FastAPI dashboard in a daemon thread when enabled."""
if not settings.DASHBOARD_ENABLED:
return None
def _serve() -> None:
try:
import uvicorn
from src.dashboard import create_dashboard_app
app = create_dashboard_app(settings.DB_PATH)
uvicorn.run(
app,
host=settings.DASHBOARD_HOST,
port=settings.DASHBOARD_PORT,
log_level="info",
)
except Exception as exc:
logger.warning("Dashboard server failed to start: %s", exc)
thread = threading.Thread(
target=_serve,
name="dashboard-server",
daemon=True,
)
thread.start()
logger.info(
"Dashboard server started at http://%s:%d",
settings.DASHBOARD_HOST,
settings.DASHBOARD_PORT,
)
return thread
def _apply_dashboard_flag(settings: Settings, dashboard_flag: bool) -> Settings:
"""Apply CLI dashboard flag over environment settings."""
if dashboard_flag and not settings.DASHBOARD_ENABLED:
return settings.model_copy(update={"DASHBOARD_ENABLED": True})
return settings
async def run(settings: Settings) -> None:
"""Main async loop — iterate over open markets on a timer."""
broker = KISBroker(settings)
@@ -746,11 +897,17 @@ async def run(settings: Settings) -> None:
decision_logger = DecisionLogger(db_conn)
context_store = ContextStore(db_conn)
context_aggregator = ContextAggregator(db_conn)
context_scheduler = ContextScheduler(
aggregator=context_aggregator,
store=context_store,
)
evolution_optimizer = EvolutionOptimizer(settings)
# V2 proactive strategy components
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,
@@ -928,6 +1085,7 @@ async def run(settings: Settings) -> None:
low_volatility_threshold=30.0,
)
priority_queue = PriorityTaskQueue(max_size=1000)
_start_dashboard_server(settings)
# Track last scan time for each market
last_scan_time: dict[str, float] = {}
@@ -978,6 +1136,7 @@ async def run(settings: Settings) -> None:
while not shutdown.is_set():
# Wait for trading to be unpaused
await pause_trading.wait()
_run_context_scheduler(context_scheduler, now=datetime.now(UTC))
try:
await run_daily_session(
@@ -1016,6 +1175,7 @@ async def run(settings: Settings) -> None:
while not shutdown.is_set():
# Wait for trading to be unpaused
await pause_trading.wait()
_run_context_scheduler(context_scheduler, now=datetime.now(UTC))
# Get currently open markets
open_markets = get_open_markets(settings.enabled_market_list)
@@ -1029,13 +1189,14 @@ 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)
market_date = datetime.now(
market_info.timezone
).date().isoformat()
context_aggregator.aggregate_daily_from_trades(
date=market_date,
market=market_code,
await _handle_market_close(
market_code=market_code,
market_name=market_info.name,
market_timezone=market_info.timezone,
telegram=telegram,
context_aggregator=context_aggregator,
daily_reviewer=daily_reviewer,
evolution_optimizer=evolution_optimizer,
)
except Exception as exc:
logger.warning("Market close notification failed: %s", exc)
@@ -1278,10 +1439,16 @@ def main() -> None:
default="paper",
help="Trading mode (default: paper)",
)
parser.add_argument(
"--dashboard",
action="store_true",
help="Enable FastAPI dashboard server in background thread",
)
args = parser.parse_args()
setup_logging()
settings = Settings(MODE=args.mode) # type: ignore[call-arg]
settings = _apply_dashboard_flag(settings, args.dashboard)
asyncio.run(run(settings))

View File

@@ -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
@@ -95,10 +95,17 @@ class PreMarketPlanner:
try:
# 1. Gather context
context_data = self._gather_context()
self_market_scorecard = self.build_self_market_scorecard(market, today)
cross_market = self.build_cross_market_context(market, today)
# 2. Build prompt
prompt = self._build_prompt(market, candidates, context_data, cross_market)
prompt = self._build_prompt(
market,
candidates,
context_data,
self_market_scorecard,
cross_market,
)
# 3. Call Gemini
market_data = {
@@ -145,7 +152,8 @@ 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(
@@ -175,6 +183,37 @@ class PreMarketPlanner:
lessons=scorecard_data.get("lessons", []),
)
def build_self_market_scorecard(
self, market: str, today: date | None = None,
) -> dict[str, Any] | None:
"""Build previous-day scorecard for the same market."""
if today is None:
today = date.today()
timeframe = (today - timedelta(days=1)).isoformat()
scorecard_key = f"scorecard_{market}"
scorecard_data = self._context_store.get_context(
ContextLayer.L6_DAILY, timeframe, scorecard_key
)
if scorecard_data is None:
return None
if isinstance(scorecard_data, str):
try:
scorecard_data = json.loads(scorecard_data)
except (json.JSONDecodeError, TypeError):
return None
if not isinstance(scorecard_data, dict):
return None
return {
"date": timeframe,
"total_pnl": float(scorecard_data.get("total_pnl", 0.0)),
"win_rate": float(scorecard_data.get("win_rate", 0.0)),
"lessons": scorecard_data.get("lessons", []),
}
def _gather_context(self) -> dict[str, Any]:
"""Gather strategic context using ContextSelector."""
layers = self._context_selector.select_layers(
@@ -188,6 +227,7 @@ class PreMarketPlanner:
market: str,
candidates: list[ScanCandidate],
context_data: dict[str, Any],
self_market_scorecard: dict[str, Any] | None,
cross_market: CrossMarketContext | None,
) -> str:
"""Build a structured prompt for Gemini to generate scenario JSON."""
@@ -211,6 +251,18 @@ class PreMarketPlanner:
if cross_market.lessons:
cross_market_text += f"- Lessons: {'; '.join(cross_market.lessons[:3])}\n"
self_market_text = ""
if self_market_scorecard:
self_market_text = (
f"\n## My Market Previous Day ({market})\n"
f"- Date: {self_market_scorecard['date']}\n"
f"- P&L: {self_market_scorecard['total_pnl']:+.2f}%\n"
f"- Win Rate: {self_market_scorecard['win_rate']:.0f}%\n"
)
lessons = self_market_scorecard.get("lessons", [])
if lessons:
self_market_text += f"- Lessons: {'; '.join(lessons[:3])}\n"
context_text = ""
if context_data:
context_text = "\n## Strategic Context\n"
@@ -224,6 +276,7 @@ class PreMarketPlanner:
f"You are a pre-market trading strategist for the {market} market.\n"
f"Generate structured trading scenarios for today.\n\n"
f"## Candidates (from volatility scanner)\n{candidates_text}\n"
f"{self_market_text}"
f"{cross_market_text}"
f"{context_text}\n"
f"## Instructions\n"

View File

@@ -16,6 +16,10 @@ from src.evolution.daily_review import DailyReviewer
from src.evolution.scorecard import DailyScorecard
from src.logging.decision_logger import DecisionLogger
from datetime import UTC, datetime
TODAY = datetime.now(UTC).strftime("%Y-%m-%d")
@pytest.fixture
def db_conn() -> sqlite3.Connection:
@@ -116,7 +120,7 @@ def test_generate_scorecard_market_scoped(
exchange_code="NASDAQ",
)
scorecard = reviewer.generate_scorecard("2026-02-14", "KR")
scorecard = reviewer.generate_scorecard(TODAY, "KR")
assert scorecard.market == "KR"
assert scorecard.total_decisions == 2
@@ -158,7 +162,7 @@ def test_generate_scorecard_top_winners_and_losers(
decision_id=decision_id,
)
scorecard = reviewer.generate_scorecard("2026-02-14", "KR")
scorecard = reviewer.generate_scorecard(TODAY, "KR")
assert scorecard.top_winners == ["005930", "000660"]
assert scorecard.top_losers == ["035420", "051910"]
@@ -167,7 +171,7 @@ def test_generate_scorecard_empty_day(
db_conn: sqlite3.Connection, context_store: ContextStore,
) -> None:
reviewer = DailyReviewer(db_conn, context_store)
scorecard = reviewer.generate_scorecard("2026-02-14", "KR")
scorecard = reviewer.generate_scorecard(TODAY, "KR")
assert scorecard.total_decisions == 0
assert scorecard.total_pnl == 0.0

270
tests/test_dashboard.py Normal file
View File

@@ -0,0 +1,270 @@
"""Tests for FastAPI dashboard endpoints."""
from __future__ import annotations
import json
import sqlite3
from pathlib import Path
import pytest
pytest.importorskip("fastapi")
from fastapi.testclient import TestClient
from src.dashboard.app import create_dashboard_app
from src.db import init_db
def _seed_db(conn: sqlite3.Connection) -> None:
conn.execute(
"""
INSERT INTO playbooks (
date, market, status, playbook_json, generated_at,
token_count, scenario_count, match_count
) VALUES (?, ?, ?, ?, ?, ?, ?, ?)
""",
(
"2026-02-14",
"KR",
"ready",
json.dumps({"market": "KR", "stock_playbooks": []}),
"2026-02-14T08:30:00+00:00",
123,
2,
1,
),
)
conn.execute(
"""
INSERT INTO contexts (layer, timeframe, key, value, created_at, updated_at)
VALUES (?, ?, ?, ?, ?, ?)
""",
(
"L6_DAILY",
"2026-02-14",
"scorecard_KR",
json.dumps({"market": "KR", "total_pnl": 1.5, "win_rate": 60.0}),
"2026-02-14T15:30:00+00:00",
"2026-02-14T15:30:00+00:00",
),
)
conn.execute(
"""
INSERT INTO contexts (layer, timeframe, key, value, created_at, updated_at)
VALUES (?, ?, ?, ?, ?, ?)
""",
(
"L7_REALTIME",
"2026-02-14T10:00:00+00:00",
"volatility_KR_005930",
json.dumps({"momentum_score": 70.0}),
"2026-02-14T10:00:00+00:00",
"2026-02-14T10:00:00+00:00",
),
)
conn.execute(
"""
INSERT INTO decision_logs (
decision_id, timestamp, stock_code, market, exchange_code,
action, confidence, rationale, context_snapshot, input_data
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
""",
(
"d-kr-1",
"2026-02-14T09:10:00+00:00",
"005930",
"KR",
"KRX",
"BUY",
85,
"signal matched",
json.dumps({"scenario_match": {"rsi": 28.0}}),
json.dumps({"current_price": 70000}),
),
)
conn.execute(
"""
INSERT INTO decision_logs (
decision_id, timestamp, stock_code, market, exchange_code,
action, confidence, rationale, context_snapshot, input_data
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
""",
(
"d-us-1",
"2026-02-14T21:10:00+00:00",
"AAPL",
"US",
"NASDAQ",
"SELL",
80,
"no match",
json.dumps({"scenario_match": {}}),
json.dumps({"current_price": 200}),
),
)
conn.execute(
"""
INSERT INTO trades (
timestamp, stock_code, action, confidence, rationale,
quantity, price, pnl, market, exchange_code, selection_context, decision_id
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
""",
(
"2026-02-14T09:11:00+00:00",
"005930",
"BUY",
85,
"buy",
1,
70000,
2.0,
"KR",
"KRX",
None,
"d-kr-1",
),
)
conn.execute(
"""
INSERT INTO trades (
timestamp, stock_code, action, confidence, rationale,
quantity, price, pnl, market, exchange_code, selection_context, decision_id
) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
""",
(
"2026-02-14T21:11:00+00:00",
"AAPL",
"SELL",
80,
"sell",
1,
200,
-1.0,
"US",
"NASDAQ",
None,
"d-us-1",
),
)
conn.commit()
def _client(tmp_path: Path) -> TestClient:
db_path = tmp_path / "dashboard_test.db"
conn = init_db(str(db_path))
_seed_db(conn)
conn.close()
app = create_dashboard_app(str(db_path))
return TestClient(app)
def test_index_serves_html(tmp_path: Path) -> None:
client = _client(tmp_path)
resp = client.get("/")
assert resp.status_code == 200
assert "The Ouroboros Dashboard API" in resp.text
def test_status_endpoint(tmp_path: Path) -> None:
client = _client(tmp_path)
resp = client.get("/api/status")
assert resp.status_code == 200
body = resp.json()
assert "KR" in body["markets"]
assert "US" in body["markets"]
assert "totals" in body
def test_playbook_found(tmp_path: Path) -> None:
client = _client(tmp_path)
resp = client.get("/api/playbook/2026-02-14?market=KR")
assert resp.status_code == 200
assert resp.json()["market"] == "KR"
def test_playbook_not_found(tmp_path: Path) -> None:
client = _client(tmp_path)
resp = client.get("/api/playbook/2026-02-15?market=KR")
assert resp.status_code == 404
def test_scorecard_found(tmp_path: Path) -> None:
client = _client(tmp_path)
resp = client.get("/api/scorecard/2026-02-14?market=KR")
assert resp.status_code == 200
assert resp.json()["scorecard"]["total_pnl"] == 1.5
def test_scorecard_not_found(tmp_path: Path) -> None:
client = _client(tmp_path)
resp = client.get("/api/scorecard/2026-02-15?market=KR")
assert resp.status_code == 404
def test_performance_all(tmp_path: Path) -> None:
client = _client(tmp_path)
resp = client.get("/api/performance?market=all")
assert resp.status_code == 200
body = resp.json()
assert body["market"] == "all"
assert body["combined"]["total_trades"] == 2
assert len(body["by_market"]) == 2
def test_performance_market_filter(tmp_path: Path) -> None:
client = _client(tmp_path)
resp = client.get("/api/performance?market=KR")
assert resp.status_code == 200
body = resp.json()
assert body["market"] == "KR"
assert body["metrics"]["total_trades"] == 1
def test_performance_empty_market(tmp_path: Path) -> None:
client = _client(tmp_path)
resp = client.get("/api/performance?market=JP")
assert resp.status_code == 200
assert resp.json()["metrics"]["total_trades"] == 0
def test_context_layer_all(tmp_path: Path) -> None:
client = _client(tmp_path)
resp = client.get("/api/context/L7_REALTIME")
assert resp.status_code == 200
body = resp.json()
assert body["layer"] == "L7_REALTIME"
assert body["count"] == 1
def test_context_layer_timeframe_filter(tmp_path: Path) -> None:
client = _client(tmp_path)
resp = client.get("/api/context/L6_DAILY?timeframe=2026-02-14")
assert resp.status_code == 200
body = resp.json()
assert body["count"] == 1
assert body["entries"][0]["key"] == "scorecard_KR"
def test_decisions_endpoint(tmp_path: Path) -> None:
client = _client(tmp_path)
resp = client.get("/api/decisions?market=KR")
assert resp.status_code == 200
body = resp.json()
assert body["count"] == 1
assert body["decisions"][0]["decision_id"] == "d-kr-1"
def test_scenarios_active_filters_non_matched(tmp_path: Path) -> None:
client = _client(tmp_path)
resp = client.get("/api/scenarios/active?market=KR&date_str=2026-02-14")
assert resp.status_code == 200
body = resp.json()
assert body["count"] == 1
assert body["matches"][0]["stock_code"] == "005930"
def test_scenarios_active_empty_when_no_matches(tmp_path: Path) -> None:
client = _client(tmp_path)
resp = client.get("/api/scenarios/active?market=US&date_str=2026-02-14")
assert resp.status_code == 200
assert resp.json()["count"] == 0

View File

@@ -1,15 +1,26 @@
"""Tests for main trading loop integration."""
from datetime import date
from datetime import UTC, date, datetime
from unittest.mock import ANY, AsyncMock, MagicMock, patch
import pytest
from src.config import Settings
from src.context.layer import ContextLayer
from src.context.scheduler import ScheduleResult
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 (
_apply_dashboard_flag,
_handle_market_close,
_run_context_scheduler,
_run_evolution_loop,
_start_dashboard_server,
safe_float,
trading_cycle,
)
from src.strategy.models import (
DayPlaybook,
ScenarioAction,
@@ -1219,3 +1230,271 @@ 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
@pytest.mark.asyncio
async def test_handle_market_close_triggers_evolution_for_us() -> None:
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=2,
buys=1,
sells=1,
holds=0,
total_pnl=3.0,
win_rate=50.0,
avg_confidence=80.0,
scenario_match_rate=100.0,
)
reviewer.generate_lessons = AsyncMock(return_value=[])
evolution_optimizer = MagicMock()
evolution_optimizer.evolve = AsyncMock(return_value=None)
await _handle_market_close(
market_code="US",
market_name="United States",
market_timezone=UTC,
telegram=telegram,
context_aggregator=context_aggregator,
daily_reviewer=reviewer,
evolution_optimizer=evolution_optimizer,
)
evolution_optimizer.evolve.assert_called_once()
@pytest.mark.asyncio
async def test_handle_market_close_skips_evolution_for_kr() -> None:
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=1,
buys=1,
sells=0,
holds=0,
total_pnl=1.0,
win_rate=100.0,
avg_confidence=90.0,
scenario_match_rate=100.0,
)
reviewer.generate_lessons = AsyncMock(return_value=[])
evolution_optimizer = MagicMock()
evolution_optimizer.evolve = AsyncMock(return_value=None)
await _handle_market_close(
market_code="KR",
market_name="Korea",
market_timezone=UTC,
telegram=telegram,
context_aggregator=context_aggregator,
daily_reviewer=reviewer,
evolution_optimizer=evolution_optimizer,
)
evolution_optimizer.evolve.assert_not_called()
def test_run_context_scheduler_invokes_scheduler() -> None:
"""Scheduler helper should call run_if_due with provided datetime."""
scheduler = MagicMock()
scheduler.run_if_due = MagicMock(return_value=ScheduleResult(cleanup=True))
_run_context_scheduler(scheduler, now=datetime(2026, 2, 14, tzinfo=UTC))
scheduler.run_if_due.assert_called_once()
@pytest.mark.asyncio
async def test_run_evolution_loop_skips_non_us_market() -> None:
optimizer = MagicMock()
optimizer.evolve = AsyncMock()
telegram = MagicMock()
telegram.send_message = AsyncMock()
await _run_evolution_loop(
evolution_optimizer=optimizer,
telegram=telegram,
market_code="KR",
market_date="2026-02-14",
)
optimizer.evolve.assert_not_called()
telegram.send_message.assert_not_called()
@pytest.mark.asyncio
async def test_run_evolution_loop_notifies_when_pr_generated() -> None:
optimizer = MagicMock()
optimizer.evolve = AsyncMock(
return_value={
"title": "[Evolution] New strategy: v20260214_050000",
"branch": "evolution/v20260214_050000",
"status": "ready_for_review",
}
)
telegram = MagicMock()
telegram.send_message = AsyncMock()
await _run_evolution_loop(
evolution_optimizer=optimizer,
telegram=telegram,
market_code="US",
market_date="2026-02-14",
)
optimizer.evolve.assert_called_once()
telegram.send_message.assert_called_once()
@pytest.mark.asyncio
async def test_run_evolution_loop_notification_error_is_ignored() -> None:
optimizer = MagicMock()
optimizer.evolve = AsyncMock(
return_value={
"title": "[Evolution] New strategy: v20260214_050000",
"branch": "evolution/v20260214_050000",
"status": "ready_for_review",
}
)
telegram = MagicMock()
telegram.send_message = AsyncMock(side_effect=RuntimeError("telegram down"))
await _run_evolution_loop(
evolution_optimizer=optimizer,
telegram=telegram,
market_code="US",
market_date="2026-02-14",
)
optimizer.evolve.assert_called_once()
telegram.send_message.assert_called_once()
def test_apply_dashboard_flag_enables_dashboard() -> None:
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=False,
)
updated = _apply_dashboard_flag(settings, dashboard_flag=True)
assert updated.DASHBOARD_ENABLED is True
def test_start_dashboard_server_disabled_returns_none() -> None:
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=False,
)
thread = _start_dashboard_server(settings)
assert thread is None
def test_start_dashboard_server_enabled_starts_thread() -> None:
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,
)
mock_thread = MagicMock()
with patch("src.main.threading.Thread", return_value=mock_thread) as mock_thread_cls:
thread = _start_dashboard_server(settings)
assert thread == mock_thread
mock_thread_cls.assert_called_once()
mock_thread.start.assert_called_once()

View File

@@ -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
# ---------------------------------------------------------------------------
@@ -89,6 +88,7 @@ def _make_planner(
token_count: int = 200,
context_data: dict | None = None,
scorecard_data: dict | None = None,
scorecard_map: dict[tuple[str, str, str], dict | None] | None = None,
) -> PreMarketPlanner:
"""Create a PreMarketPlanner with mocked dependencies."""
if not gemini_response:
@@ -107,11 +107,20 @@ def _make_planner(
# Mock ContextStore
store = MagicMock()
if scorecard_map is not None:
store.get_context = MagicMock(
side_effect=lambda layer, timeframe, key: scorecard_map.get(
(layer.value if hasattr(layer, "value") else layer, timeframe, key)
)
)
else:
store.get_context = MagicMock(return_value=scorecard_data)
# 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 +229,25 @@ 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 +277,43 @@ 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()
@pytest.mark.asyncio
async def test_generate_playbook_injects_self_and_cross_scorecards(self) -> None:
scorecard_map = {
(ContextLayer.L6_DAILY.value, "2026-02-07", "scorecard_KR"): {
"total_pnl": -1.0,
"win_rate": 40,
"lessons": ["Tighten entries"],
},
(ContextLayer.L6_DAILY.value, "2026-02-07", "scorecard_US"): {
"total_pnl": 1.5,
"win_rate": 62,
"index_change_pct": 0.9,
"lessons": ["Follow momentum"],
},
}
planner = _make_planner(scorecard_map=scorecard_map)
await planner.generate_playbook("KR", [_candidate()], today=date(2026, 2, 8))
call_market_data = planner._gemini.decide.call_args.args[0]
prompt = call_market_data["prompt_override"]
assert "My Market Previous Day (KR)" in prompt
assert "Other Market (US)" in prompt
# ---------------------------------------------------------------------------
# _parse_response
@@ -402,7 +462,12 @@ 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 +480,9 @@ 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}
@@ -447,6 +513,32 @@ class TestBuildCrossMarketContext:
assert ctx is None
# ---------------------------------------------------------------------------
# build_self_market_scorecard
# ---------------------------------------------------------------------------
class TestBuildSelfMarketScorecard:
def test_reads_previous_day_scorecard(self) -> None:
scorecard = {"total_pnl": -1.2, "win_rate": 45, "lessons": ["Reduce overtrading"]}
planner = _make_planner(scorecard_data=scorecard)
data = planner.build_self_market_scorecard("KR", today=date(2026, 2, 8))
assert data is not None
assert data["date"] == "2026-02-07"
assert data["total_pnl"] == -1.2
assert data["win_rate"] == 45
assert "Reduce overtrading" in data["lessons"]
planner._context_store.get_context.assert_called_once_with(
ContextLayer.L6_DAILY, "2026-02-07", "scorecard_KR"
)
def test_missing_scorecard_returns_none(self) -> None:
planner = _make_planner(scorecard_data=None)
assert planner.build_self_market_scorecard("US", today=date(2026, 2, 8)) is None
# ---------------------------------------------------------------------------
# _build_prompt
# ---------------------------------------------------------------------------
@@ -457,7 +549,7 @@ class TestBuildPrompt:
planner = _make_planner()
candidates = [_candidate(code="005930", name="Samsung")]
prompt = planner._build_prompt("KR", candidates, {}, None)
prompt = planner._build_prompt("KR", candidates, {}, None, None)
assert "005930" in prompt
assert "Samsung" in prompt
@@ -471,7 +563,7 @@ class TestBuildPrompt:
win_rate=60, index_change_pct=0.8, lessons=["Cut losses early"],
)
prompt = planner._build_prompt("KR", [_candidate()], {}, cross)
prompt = planner._build_prompt("KR", [_candidate()], {}, None, cross)
assert "Other Market (US)" in prompt
assert "+1.50%" in prompt
@@ -481,7 +573,7 @@ class TestBuildPrompt:
planner = _make_planner()
context = {"L6_DAILY": {"win_rate": 0.65, "total_pnl": 2.5}}
prompt = planner._build_prompt("KR", [_candidate()], context, None)
prompt = planner._build_prompt("KR", [_candidate()], context, None, None)
assert "Strategic Context" in prompt
assert "L6_DAILY" in prompt
@@ -489,15 +581,30 @@ class TestBuildPrompt:
def test_prompt_contains_max_scenarios(self) -> None:
planner = _make_planner()
prompt = planner._build_prompt("KR", [_candidate()], {}, None)
prompt = planner._build_prompt("KR", [_candidate()], {}, None, None)
assert f"Max {planner._settings.MAX_SCENARIOS_PER_STOCK} scenarios" in prompt
def test_prompt_market_name(self) -> None:
planner = _make_planner()
prompt = planner._build_prompt("US", [_candidate()], {}, None)
prompt = planner._build_prompt("US", [_candidate()], {}, None, None)
assert "US market" in prompt
def test_prompt_contains_self_market_scorecard(self) -> None:
planner = _make_planner()
self_scorecard = {
"date": "2026-02-07",
"total_pnl": -0.8,
"win_rate": 45.0,
"lessons": ["Avoid midday entries"],
}
prompt = planner._build_prompt("KR", [_candidate()], {}, self_scorecard, None)
assert "My Market Previous Day (KR)" in prompt
assert "2026-02-07" in prompt
assert "-0.80%" in prompt
assert "Avoid midday entries" in prompt
# ---------------------------------------------------------------------------
# _extract_json