feat: add playbook persistence with DB schema and CRUD store (issue #82) #107

Merged
jihoson merged 1 commits from feature/issue-82-playbook-persistence into main 2026-02-08 21:07:13 +09:00
3 changed files with 494 additions and 0 deletions

View File

@@ -91,6 +91,27 @@ def init_db(db_path: str) -> sqlite3.Connection:
"""
)
# Playbook storage for pre-market strategy persistence
conn.execute(
"""
CREATE TABLE IF NOT EXISTS playbooks (
id INTEGER PRIMARY KEY AUTOINCREMENT,
date TEXT NOT NULL,
market TEXT NOT NULL,
status TEXT NOT NULL DEFAULT 'pending',
playbook_json TEXT NOT NULL,
generated_at TEXT NOT NULL,
token_count INTEGER DEFAULT 0,
scenario_count INTEGER DEFAULT 0,
match_count INTEGER DEFAULT 0,
UNIQUE(date, market)
)
"""
)
conn.execute("CREATE INDEX IF NOT EXISTS idx_playbooks_date ON playbooks(date)")
conn.execute("CREATE INDEX IF NOT EXISTS idx_playbooks_market ON playbooks(market)")
# Create indices for efficient context queries
conn.execute("CREATE INDEX IF NOT EXISTS idx_contexts_layer ON contexts(layer)")
conn.execute("CREATE INDEX IF NOT EXISTS idx_contexts_timeframe ON contexts(timeframe)")

View File

@@ -0,0 +1,184 @@
"""Playbook persistence layer — CRUD for DayPlaybook in SQLite.
Stores and retrieves market-specific daily playbooks with JSON serialization.
Designed for the pre-market strategy system (one playbook per market per day).
"""
from __future__ import annotations
import json
import logging
import sqlite3
from datetime import date
from src.strategy.models import DayPlaybook, PlaybookStatus
logger = logging.getLogger(__name__)
class PlaybookStore:
"""CRUD operations for DayPlaybook persistence."""
def __init__(self, conn: sqlite3.Connection) -> None:
self._conn = conn
def save(self, playbook: DayPlaybook) -> int:
"""Save or replace a playbook for a given date+market.
Uses INSERT OR REPLACE to enforce UNIQUE(date, market).
Returns:
The row id of the inserted/replaced record.
"""
playbook_json = playbook.model_dump_json()
cursor = self._conn.execute(
"""
INSERT OR REPLACE INTO playbooks
(date, market, status, playbook_json, generated_at,
token_count, scenario_count, match_count)
VALUES (?, ?, ?, ?, ?, ?, ?, ?)
""",
(
playbook.date.isoformat(),
playbook.market,
PlaybookStatus.READY.value,
playbook_json,
playbook.generated_at,
playbook.token_count,
playbook.scenario_count,
0,
),
)
self._conn.commit()
row_id = cursor.lastrowid or 0
logger.info(
"Saved playbook for %s/%s (%d stocks, %d scenarios)",
playbook.date, playbook.market,
playbook.stock_count, playbook.scenario_count,
)
return row_id
def load(self, target_date: date, market: str) -> DayPlaybook | None:
"""Load a playbook for a specific date and market.
Returns:
DayPlaybook if found, None otherwise.
"""
row = self._conn.execute(
"SELECT playbook_json FROM playbooks WHERE date = ? AND market = ?",
(target_date.isoformat(), market),
).fetchone()
if row is None:
return None
return DayPlaybook.model_validate_json(row[0])
def get_status(self, target_date: date, market: str) -> PlaybookStatus | None:
"""Get the status of a playbook without deserializing the full JSON."""
row = self._conn.execute(
"SELECT status FROM playbooks WHERE date = ? AND market = ?",
(target_date.isoformat(), market),
).fetchone()
if row is None:
return None
return PlaybookStatus(row[0])
def update_status(self, target_date: date, market: str, status: PlaybookStatus) -> bool:
"""Update the status of a playbook.
Returns:
True if a row was updated, False if not found.
"""
cursor = self._conn.execute(
"UPDATE playbooks SET status = ? WHERE date = ? AND market = ?",
(status.value, target_date.isoformat(), market),
)
self._conn.commit()
return cursor.rowcount > 0
def increment_match_count(self, target_date: date, market: str) -> bool:
"""Increment the match_count for tracking scenario hits during the day.
Returns:
True if a row was updated, False if not found.
"""
cursor = self._conn.execute(
"UPDATE playbooks SET match_count = match_count + 1 WHERE date = ? AND market = ?",
(target_date.isoformat(), market),
)
self._conn.commit()
return cursor.rowcount > 0
def get_stats(self, target_date: date, market: str) -> dict | None:
"""Get playbook stats without full deserialization.
Returns:
Dict with status, token_count, scenario_count, match_count, or None.
"""
row = self._conn.execute(
"""
SELECT status, token_count, scenario_count, match_count, generated_at
FROM playbooks WHERE date = ? AND market = ?
""",
(target_date.isoformat(), market),
).fetchone()
if row is None:
return None
return {
"status": row[0],
"token_count": row[1],
"scenario_count": row[2],
"match_count": row[3],
"generated_at": row[4],
}
def list_recent(self, market: str | None = None, limit: int = 7) -> list[dict]:
"""List recent playbooks with summary info.
Args:
market: Filter by market code. None for all markets.
limit: Max number of results.
Returns:
List of dicts with date, market, status, scenario_count, match_count.
"""
if market is not None:
rows = self._conn.execute(
"""
SELECT date, market, status, scenario_count, match_count
FROM playbooks WHERE market = ?
ORDER BY date DESC LIMIT ?
""",
(market, limit),
).fetchall()
else:
rows = self._conn.execute(
"""
SELECT date, market, status, scenario_count, match_count
FROM playbooks
ORDER BY date DESC LIMIT ?
""",
(limit,),
).fetchall()
return [
{
"date": row[0],
"market": row[1],
"status": row[2],
"scenario_count": row[3],
"match_count": row[4],
}
for row in rows
]
def delete(self, target_date: date, market: str) -> bool:
"""Delete a playbook.
Returns:
True if a row was deleted, False if not found.
"""
cursor = self._conn.execute(
"DELETE FROM playbooks WHERE date = ? AND market = ?",
(target_date.isoformat(), market),
)
self._conn.commit()
return cursor.rowcount > 0

View File

@@ -0,0 +1,289 @@
"""Tests for playbook persistence (PlaybookStore + DB schema)."""
from __future__ import annotations
from datetime import date
import pytest
from src.db import init_db
from src.strategy.models import (
DayPlaybook,
GlobalRule,
MarketOutlook,
PlaybookStatus,
ScenarioAction,
StockCondition,
StockPlaybook,
StockScenario,
)
from src.strategy.playbook_store import PlaybookStore
@pytest.fixture
def conn():
"""Create an in-memory DB with schema."""
connection = init_db(":memory:")
yield connection
connection.close()
@pytest.fixture
def store(conn) -> PlaybookStore:
return PlaybookStore(conn)
def _make_playbook(
target_date: date = date(2026, 2, 8),
market: str = "KR",
outlook: MarketOutlook = MarketOutlook.NEUTRAL,
stock_codes: list[str] | None = None,
) -> DayPlaybook:
"""Create a test playbook with sensible defaults."""
if stock_codes is None:
stock_codes = ["005930"]
return DayPlaybook(
date=target_date,
market=market,
market_outlook=outlook,
token_count=150,
stock_playbooks=[
StockPlaybook(
stock_code=code,
scenarios=[
StockScenario(
condition=StockCondition(rsi_below=30.0),
action=ScenarioAction.BUY,
confidence=85,
rationale=f"Oversold bounce for {code}",
),
],
)
for code in stock_codes
],
global_rules=[
GlobalRule(
condition="portfolio_pnl_pct < -2.0",
action=ScenarioAction.REDUCE_ALL,
rationale="Near circuit breaker",
),
],
)
# ---------------------------------------------------------------------------
# Schema
# ---------------------------------------------------------------------------
class TestSchema:
def test_playbooks_table_exists(self, conn) -> None:
row = conn.execute(
"SELECT name FROM sqlite_master WHERE type='table' AND name='playbooks'"
).fetchone()
assert row is not None
def test_unique_constraint(self, store: PlaybookStore) -> None:
pb = _make_playbook()
store.save(pb)
# Saving again for same date+market should replace, not error
pb2 = _make_playbook(stock_codes=["005930", "000660"])
store.save(pb2)
loaded = store.load(date(2026, 2, 8), "KR")
assert loaded is not None
assert loaded.stock_count == 2
# ---------------------------------------------------------------------------
# Save / Load
# ---------------------------------------------------------------------------
class TestSaveLoad:
def test_save_and_load(self, store: PlaybookStore) -> None:
pb = _make_playbook()
row_id = store.save(pb)
assert row_id > 0
loaded = store.load(date(2026, 2, 8), "KR")
assert loaded is not None
assert loaded.date == date(2026, 2, 8)
assert loaded.market == "KR"
assert loaded.stock_count == 1
assert loaded.scenario_count == 1
def test_load_not_found(self, store: PlaybookStore) -> None:
result = store.load(date(2026, 1, 1), "KR")
assert result is None
def test_save_preserves_all_fields(self, store: PlaybookStore) -> None:
pb = _make_playbook(
outlook=MarketOutlook.BULLISH,
stock_codes=["005930", "AAPL"],
)
store.save(pb)
loaded = store.load(date(2026, 2, 8), "KR")
assert loaded is not None
assert loaded.market_outlook == MarketOutlook.BULLISH
assert loaded.stock_count == 2
assert loaded.global_rules[0].action == ScenarioAction.REDUCE_ALL
assert loaded.token_count == 150
def test_save_different_markets(self, store: PlaybookStore) -> None:
kr = _make_playbook(market="KR")
us = _make_playbook(market="US", stock_codes=["AAPL"])
store.save(kr)
store.save(us)
kr_loaded = store.load(date(2026, 2, 8), "KR")
us_loaded = store.load(date(2026, 2, 8), "US")
assert kr_loaded is not None
assert us_loaded is not None
assert kr_loaded.market == "KR"
assert us_loaded.market == "US"
assert kr_loaded.stock_playbooks[0].stock_code == "005930"
assert us_loaded.stock_playbooks[0].stock_code == "AAPL"
def test_save_different_dates(self, store: PlaybookStore) -> None:
d1 = _make_playbook(target_date=date(2026, 2, 7))
d2 = _make_playbook(target_date=date(2026, 2, 8))
store.save(d1)
store.save(d2)
assert store.load(date(2026, 2, 7), "KR") is not None
assert store.load(date(2026, 2, 8), "KR") is not None
def test_replace_updates_data(self, store: PlaybookStore) -> None:
pb1 = _make_playbook(outlook=MarketOutlook.BEARISH)
store.save(pb1)
pb2 = _make_playbook(outlook=MarketOutlook.BULLISH)
store.save(pb2)
loaded = store.load(date(2026, 2, 8), "KR")
assert loaded is not None
assert loaded.market_outlook == MarketOutlook.BULLISH
# ---------------------------------------------------------------------------
# Status
# ---------------------------------------------------------------------------
class TestStatus:
def test_get_status(self, store: PlaybookStore) -> None:
store.save(_make_playbook())
status = store.get_status(date(2026, 2, 8), "KR")
assert status == PlaybookStatus.READY
def test_get_status_not_found(self, store: PlaybookStore) -> None:
assert store.get_status(date(2026, 1, 1), "KR") is None
def test_update_status(self, store: PlaybookStore) -> None:
store.save(_make_playbook())
updated = store.update_status(date(2026, 2, 8), "KR", PlaybookStatus.EXPIRED)
assert updated is True
status = store.get_status(date(2026, 2, 8), "KR")
assert status == PlaybookStatus.EXPIRED
def test_update_status_not_found(self, store: PlaybookStore) -> None:
updated = store.update_status(date(2026, 1, 1), "KR", PlaybookStatus.FAILED)
assert updated is False
# ---------------------------------------------------------------------------
# Match count
# ---------------------------------------------------------------------------
class TestMatchCount:
def test_increment_match_count(self, store: PlaybookStore) -> None:
store.save(_make_playbook())
store.increment_match_count(date(2026, 2, 8), "KR")
store.increment_match_count(date(2026, 2, 8), "KR")
stats = store.get_stats(date(2026, 2, 8), "KR")
assert stats is not None
assert stats["match_count"] == 2
def test_increment_not_found(self, store: PlaybookStore) -> None:
result = store.increment_match_count(date(2026, 1, 1), "KR")
assert result is False
# ---------------------------------------------------------------------------
# Stats
# ---------------------------------------------------------------------------
class TestStats:
def test_get_stats(self, store: PlaybookStore) -> None:
store.save(_make_playbook())
stats = store.get_stats(date(2026, 2, 8), "KR")
assert stats is not None
assert stats["status"] == "ready"
assert stats["token_count"] == 150
assert stats["scenario_count"] == 1
assert stats["match_count"] == 0
assert stats["generated_at"] != ""
def test_get_stats_not_found(self, store: PlaybookStore) -> None:
assert store.get_stats(date(2026, 1, 1), "KR") is None
# ---------------------------------------------------------------------------
# List recent
# ---------------------------------------------------------------------------
class TestListRecent:
def test_list_recent(self, store: PlaybookStore) -> None:
for day in range(5, 10):
store.save(_make_playbook(target_date=date(2026, 2, day)))
results = store.list_recent(market="KR", limit=3)
assert len(results) == 3
# Most recent first
assert results[0]["date"] == "2026-02-09"
assert results[2]["date"] == "2026-02-07"
def test_list_recent_all_markets(self, store: PlaybookStore) -> None:
store.save(_make_playbook(market="KR"))
store.save(_make_playbook(market="US", stock_codes=["AAPL"]))
results = store.list_recent(market=None, limit=10)
assert len(results) == 2
def test_list_recent_empty(self, store: PlaybookStore) -> None:
results = store.list_recent(market="KR")
assert results == []
def test_list_recent_filter_by_market(self, store: PlaybookStore) -> None:
store.save(_make_playbook(market="KR"))
store.save(_make_playbook(market="US", stock_codes=["AAPL"]))
kr_only = store.list_recent(market="KR")
assert len(kr_only) == 1
assert kr_only[0]["market"] == "KR"
# ---------------------------------------------------------------------------
# Delete
# ---------------------------------------------------------------------------
class TestDelete:
def test_delete(self, store: PlaybookStore) -> None:
store.save(_make_playbook())
deleted = store.delete(date(2026, 2, 8), "KR")
assert deleted is True
assert store.load(date(2026, 2, 8), "KR") is None
def test_delete_not_found(self, store: PlaybookStore) -> None:
deleted = store.delete(date(2026, 1, 1), "KR")
assert deleted is False
def test_delete_one_market_keeps_other(self, store: PlaybookStore) -> None:
store.save(_make_playbook(market="KR"))
store.save(_make_playbook(market="US", stock_codes=["AAPL"]))
store.delete(date(2026, 2, 8), "KR")
assert store.load(date(2026, 2, 8), "KR") is None
assert store.load(date(2026, 2, 8), "US") is not None