initial commit
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coddard
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"""
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Phase 2 test suite — uses TestClient with mocked IB and DB dependencies.
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Run: pytest tests/test_phase2.py -v
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"""
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import sqlite3
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import sys
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import threading
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import types
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import unittest.mock as mock
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from pathlib import Path
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import pytest
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# Ensure project root is on sys.path
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sys.path.insert(0, str(Path(__file__).parent.parent))
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# ── Minimal ib_async stubs so the module imports without a real installation ──
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def _make_ib_async_stub():
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mod = types.ModuleType("ib_async")
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class _FakeIB:
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def positions(self):
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return []
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async def reqAccountSummaryAsync(self):
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return []
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def placeOrder(self, *a, **kw):
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return mock.MagicMock(isDone=lambda: False, fills=[])
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def cancelOrder(self, *a, **kw):
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pass
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mod.IB = _FakeIB
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mod.Stock = mock.MagicMock
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mod.MarketOrder = mock.MagicMock
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mod.LimitOrder = mock.MagicMock
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mod.ScannerSubscription = mock.MagicMock
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def _bracket_order(action, qty, lp, tp, sl):
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return [mock.MagicMock(), mock.MagicMock(), mock.MagicMock()]
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mod.BracketOrder = mock.MagicMock
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return mod, _FakeIB, _bracket_order
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_ib_mod, _FakeIB, _bracket_fn = _make_ib_async_stub()
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sys.modules.setdefault("ib_async", _ib_mod)
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# ── Patch dotenv so .env is not required during tests ──
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sys.modules.setdefault(
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"dotenv",
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types.SimpleNamespace(load_dotenv=lambda: None),
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)
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# ── In-memory SQLite DB for tests ──
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_test_conn = sqlite3.connect(":memory:", check_same_thread=False)
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_test_cursor = _test_conn.cursor()
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_test_cursor.execute("""
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CREATE TABLE IF NOT EXISTS trades (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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timestamp INTEGER NOT NULL,
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symbol TEXT NOT NULL,
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action TEXT NOT NULL,
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quantity INTEGER NOT NULL,
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price REAL NOT NULL,
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created_at DATETIME DEFAULT CURRENT_TIMESTAMP
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)
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""")
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_test_conn.commit()
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_test_lock = threading.Lock()
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import dependencies # noqa: E402 — after stubs are in sys.modules
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_fake_ib = _FakeIB()
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dependencies.setup_dependencies(_fake_ib, _test_conn, _test_cursor, _test_lock)
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# ── Import app AFTER dependencies are wired ──
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from fastapi.testclient import TestClient # noqa: E402
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# Bypass lifespan for tests
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from fastapi import FastAPI # noqa: E402
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from routers import charts, scanner, trades, portfolio # noqa: E402
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_app = FastAPI()
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_app.include_router(charts.router)
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_app.include_router(scanner.router)
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_app.include_router(trades.router)
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_app.include_router(portfolio.router)
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client = TestClient(_app, raise_server_exceptions=False)
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WRONG_SECRET = "wrong_secret"
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RIGHT_SECRET = "your_super_secret_string_123"
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# ── Tests ─────────────────────────────────────────────────────────────────────
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class TestHomePage:
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def test_home_200(self):
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r = client.get("/")
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assert r.status_code == 200
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def test_home_has_chart(self):
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r = client.get("/")
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assert "chart" in r.text.lower()
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class TestPortfolio:
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def test_portfolio_page_200(self):
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r = client.get("/portfolio")
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assert r.status_code == 200
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def test_portfolio_data_is_list(self):
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r = client.get("/portfolio/data")
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assert r.status_code == 200
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assert isinstance(r.json(), list)
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def test_portfolio_pnl_returns_dict(self):
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r = client.get("/portfolio/pnl")
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assert r.status_code == 200
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assert isinstance(r.json(), dict)
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class TestRiskStatus:
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def test_risk_status_200(self):
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r = client.get("/risk/status")
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assert r.status_code == 200
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def test_risk_status_has_limits(self):
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r = client.get("/risk/status")
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body = r.json()
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assert "limits" in body
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assert "max_daily_loss" in body["limits"]
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assert "max_positions" in body["limits"]
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assert "max_order_value" in body["limits"]
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class TestWebhookAuth:
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def test_wrong_secret_403(self):
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r = client.post(
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"/webhook",
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json={
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"secret": WRONG_SECRET,
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"symbol": "AAPL",
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"strategy": {"order_action": "BUY", "order_contracts": 1},
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},
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)
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assert r.status_code == 403
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def test_invalid_action_400(self):
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r = client.post(
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"/webhook",
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json={
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"secret": RIGHT_SECRET,
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"symbol": "AAPL",
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"strategy": {"order_action": "HOLD", "order_contracts": 1},
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},
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)
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assert r.status_code == 400
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class TestAdvancedOrders:
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def test_limit_order_missing_price_400(self):
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r = client.post(
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"/webhook",
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json={
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"secret": RIGHT_SECRET,
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"symbol": "AAPL",
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"order_type": "LIMIT",
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"strategy": {"order_action": "BUY", "order_contracts": 1},
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},
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)
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assert r.status_code == 400
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def test_bracket_order_missing_fields_400(self):
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r = client.post(
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"/webhook",
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json={
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"secret": RIGHT_SECRET,
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"symbol": "AAPL",
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"order_type": "BRACKET",
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"limit_price": 150.0,
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"strategy": {"order_action": "BUY", "order_contracts": 1},
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},
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)
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assert r.status_code == 400
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class TestTradeLog:
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def test_tradelog_200(self):
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r = client.get("/tradelog")
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assert r.status_code == 200
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def test_tradelog_shows_table(self):
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r = client.get("/tradelog")
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assert "Trade Log" in r.text
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class TestScanner:
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def test_scanner_page_200(self):
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r = client.get("/scanner")
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assert r.status_code == 200
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def test_scanner_export_requires_ib(self):
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# Without a real IB connection the export endpoint still returns a response
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r = client.post("/scanner/export", json={"scan_type": "HOT_BY_VOLUME"})
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# Either a CSV or an error JSON — both are valid without IB
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assert r.status_code in (200, 500)
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class TestRiskManagerUnit:
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def test_order_value_passes(self):
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from risk_manager import RiskManager
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rm = RiskManager()
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assert rm.check_order_value(1, 100.0) is True
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def test_order_value_fails(self):
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from risk_manager import RiskManager
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rm = RiskManager()
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rm.max_order_value = 100.0
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assert rm.check_order_value(10, 200.0) is False
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def test_position_count_passes(self):
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from risk_manager import RiskManager
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rm = RiskManager()
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assert rm.check_position_count(_fake_ib) is True
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