Files
signal-platform/tests/unit/test_scheduler.py
T
dennisthiessenandClaude Opus 5 13f3636b6a fix: surface the fundamentals cache result on every SEC job outcome
The runtime message only appended the cache summary when the import itself
completed. On a deferred, failed or source-locked run Admin → Jobs showed just
the import outcome, so an operator had no signal that `fundamental_data` had
advanced — contradicting the claim now made in the docstring, the schedule hint
and the deployment doc.

The import status still varies and stays the headline; the cache summary is
appended to all of them. Adds a source-locked regression test.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-07 11:22:28 +02:00

426 lines
15 KiB
Python

"""Unit tests for app.scheduler module."""
from types import SimpleNamespace
import pytest
from app.scheduler import (
_DAILY_PIPELINE_STEPS,
_NEAR_CLOSE_PIPELINE_STEPS,
_consume_backtest_options,
_consume_backtest_target_model,
_parse_frequency,
_resume_tickers,
_last_successful,
_run_shadow_import,
run_sec_fundamentals_import,
configure_scheduler,
get_job_runtime_snapshot,
queue_backtest_options,
queue_backtest_target_model,
scheduler,
)
from app.services.data_import import STATUS_DEFERRED
def test_manual_backtest_target_model_is_one_shot():
assert queue_backtest_target_model("structural_sr") == "structural_sr"
assert _consume_backtest_target_model() == "structural_sr"
assert _consume_backtest_target_model() == "production_gtl"
def test_manual_backtest_target_model_rejects_removed_research_arms():
with pytest.raises(ValueError, match="Unknown backtest target model"):
queue_backtest_target_model("production_control")
def test_manual_backtest_options_are_one_shot_and_default_back_to_weekly():
assert queue_backtest_options("structural_sr", "daily") == (
"structural_sr",
"daily",
)
assert _consume_backtest_options() == ("structural_sr", "daily")
assert _consume_backtest_options() == ("production_gtl", "weekly")
def test_only_near_close_fetch_skips_redundant_sr_refresh():
assert dict(_DAILY_PIPELINE_STEPS)["data_collector"] == "collect_ohlcv"
assert (
dict(_NEAR_CLOSE_PIPELINE_STEPS)["data_collector"]
== "collect_ohlcv_for_scan"
)
class TestParseFrequency:
def test_hourly(self):
assert _parse_frequency("hourly") == {"hours": 1}
def test_daily(self):
assert _parse_frequency("daily") == {"hours": 24}
def test_case_insensitive(self):
assert _parse_frequency("Hourly") == {"hours": 1}
assert _parse_frequency("DAILY") == {"hours": 24}
def test_weekly_maps_to_one_week(self):
assert _parse_frequency("weekly") == {"weeks": 1}
def test_unknown_defaults_to_daily(self):
assert _parse_frequency("monthly") == {"hours": 24}
assert _parse_frequency("") == {"hours": 24}
class TestResumeTickers:
def test_no_previous_returns_full_list(self):
symbols = ["AAPL", "GOOG", "MSFT"]
_last_successful["test_job"] = None
result = _resume_tickers(symbols, "test_job")
assert result == ["AAPL", "GOOG", "MSFT"]
def test_resume_after_first(self):
symbols = ["AAPL", "GOOG", "MSFT"]
_last_successful["test_job"] = "AAPL"
result = _resume_tickers(symbols, "test_job")
# Should start from GOOG, then wrap around
assert result == ["GOOG", "MSFT", "AAPL"]
def test_resume_after_middle(self):
symbols = ["AAPL", "GOOG", "MSFT", "TSLA"]
_last_successful["test_job"] = "GOOG"
result = _resume_tickers(symbols, "test_job")
assert result == ["MSFT", "TSLA", "AAPL", "GOOG"]
def test_resume_after_last(self):
symbols = ["AAPL", "GOOG", "MSFT"]
_last_successful["test_job"] = "MSFT"
result = _resume_tickers(symbols, "test_job")
# All already processed, wraps to full list
assert result == ["AAPL", "GOOG", "MSFT"]
def test_unknown_last_returns_full_list(self):
symbols = ["AAPL", "GOOG", "MSFT"]
_last_successful["test_job"] = "NVDA"
result = _resume_tickers(symbols, "test_job")
assert result == ["AAPL", "GOOG", "MSFT"]
def test_empty_list(self):
_last_successful["test_job"] = "AAPL"
result = _resume_tickers([], "test_job")
assert result == []
class TestConfigureScheduler:
def test_configure_adds_all_jobs(self):
# Remove any existing jobs first
scheduler.remove_all_jobs()
configure_scheduler()
jobs = scheduler.get_jobs()
job_ids = {j.id for j in jobs}
assert job_ids == {
"data_collector",
"data_backfill",
"benchmark_collector",
"sentiment_collector",
"dolt_earnings_import",
"sec_fundamentals_import",
"rr_scanner",
"shadow_book",
"ticker_universe_sync",
"outcome_evaluator",
"alerts",
"market_regime",
"regime_monitor",
"event_study",
"backtest",
"daily_pipeline",
"near_close_pipeline",
"after_close_pipeline",
"intraday_pipeline",
}
def test_configure_is_idempotent(self):
scheduler.remove_all_jobs()
configure_scheduler()
configure_scheduler() # Should replace, not duplicate
job_ids = [j.id for j in scheduler.get_jobs()]
# Each ID should appear exactly once
assert sorted(job_ids) == sorted([
"after_close_pipeline",
"alerts",
"backtest",
"benchmark_collector",
"daily_pipeline",
"intraday_pipeline",
"data_collector",
"data_backfill",
"dolt_earnings_import",
"sec_fundamentals_import",
"market_regime",
"near_close_pipeline",
"regime_monitor",
"event_study",
"outcome_evaluator",
"rr_scanner",
"sentiment_collector",
"shadow_book",
"ticker_universe_sync",
])
class _SessionContext:
async def __aenter__(self):
return object()
async def __aexit__(self, *exc):
return None
class TestShadowImportJobs:
@staticmethod
def _session_factory():
return _SessionContext()
async def test_promoted_run_surfaces_completion(self, monkeypatch):
async def enabled(db, job_name):
return True
async def imported(importer):
return SimpleNamespace(
status="promoted", revision="abcdef1234567890", error_details=None
)
monkeypatch.setattr("app.scheduler.async_session_factory", self._session_factory)
monkeypatch.setattr("app.scheduler._is_job_enabled", enabled)
monkeypatch.setattr("app.scheduler.run_import", imported)
await _run_shadow_import("dolt_earnings_import", object())
runtime = get_job_runtime_snapshot("dolt_earnings_import")
assert runtime["status"] == "completed"
assert runtime["processed"] == 1
assert runtime["message"] == "promoted · abcdef123456"
async def test_failed_run_surfaces_error(self, monkeypatch):
async def enabled(db, job_name):
return True
async def imported(importer):
return SimpleNamespace(
status="failed", revision=None, error_details="validation failed"
)
monkeypatch.setattr("app.scheduler.async_session_factory", self._session_factory)
monkeypatch.setattr("app.scheduler._is_job_enabled", enabled)
monkeypatch.setattr("app.scheduler.run_import", imported)
await _run_shadow_import("sec_fundamentals_import", object())
runtime = get_job_runtime_snapshot("sec_fundamentals_import")
assert runtime["status"] == "error"
assert runtime["processed"] == 0
assert runtime["message"] == "validation failed"
async def test_deferred_run_is_visible_without_error_status(self, monkeypatch):
async def enabled(db, job_name):
return True
async def imported(importer):
return SimpleNamespace(
status=STATUS_DEFERRED,
revision="abcdef1234567890",
error_details="Company Facts publication lag; retrying",
)
monkeypatch.setattr("app.scheduler.async_session_factory", self._session_factory)
monkeypatch.setattr("app.scheduler._is_job_enabled", enabled)
monkeypatch.setattr("app.scheduler.run_import", imported)
await _run_shadow_import("sec_fundamentals_import", object())
runtime = get_job_runtime_snapshot("sec_fundamentals_import")
assert runtime["status"] == STATUS_DEFERRED
assert runtime["processed"] == 0
assert runtime["message"] == "Company Facts publication lag; retrying"
async def test_source_lock_surfaces_skipped(self, monkeypatch):
async def enabled(db, job_name):
return True
async def imported(importer):
return None
monkeypatch.setattr("app.scheduler.async_session_factory", self._session_factory)
monkeypatch.setattr("app.scheduler._is_job_enabled", enabled)
monkeypatch.setattr("app.scheduler.run_import", imported)
await _run_shadow_import("dolt_earnings_import", object())
runtime = get_job_runtime_snapshot("dolt_earnings_import")
assert runtime["status"] == "skipped"
assert "already running" in runtime["message"]
async def test_disabled_job_never_runs_importer(self, monkeypatch):
async def disabled(db, job_name):
return False
async def should_not_run(importer):
raise AssertionError("disabled job ran importer")
monkeypatch.setattr("app.scheduler.async_session_factory", self._session_factory)
monkeypatch.setattr("app.scheduler._is_job_enabled", disabled)
monkeypatch.setattr("app.scheduler.run_import", should_not_run)
await _run_shadow_import("sec_fundamentals_import", object())
runtime = get_job_runtime_snapshot("sec_fundamentals_import")
assert runtime["status"] == "skipped"
assert runtime["message"] == "Disabled"
async def test_sec_failure_still_runs_local_cache_refresh(self, monkeypatch):
calls = []
async def enabled(db, job_name):
return True
async def unavailable(importer):
raise RuntimeError("SEC unavailable")
async def refreshed(db):
calls.append(db)
return {
"refreshed": 511,
"score_inputs_changed": 2,
"dimension_scores_staled": 2,
"composite_scores_staled": 2,
}
monkeypatch.setattr("app.scheduler.async_session_factory", self._session_factory)
monkeypatch.setattr("app.scheduler._is_job_enabled", enabled)
monkeypatch.setattr("app.scheduler.run_import", unavailable)
monkeypatch.setattr(
"app.scheduler.fundamental_data_refresh_service.refresh",
refreshed,
)
await run_sec_fundamentals_import()
assert len(calls) == 1
runtime = get_job_runtime_snapshot("sec_fundamentals_import")
assert runtime["status"] == "error"
# the failure stays the headline, but the cache result is still visible
assert runtime["message"] == (
"SEC unavailable · cache 511 · 2 score inputs changed"
)
async def test_sec_success_surfaces_cache_refresh_summary(self, monkeypatch):
async def enabled(db, job_name):
return True
async def imported(importer):
return SimpleNamespace(
status="no_op", revision="abcdef1234567890", error_details=None
)
async def refreshed(db):
return {
"refreshed": 511,
"score_inputs_changed": 2,
"dimension_scores_staled": 2,
"composite_scores_staled": 2,
}
monkeypatch.setattr("app.scheduler.async_session_factory", self._session_factory)
monkeypatch.setattr("app.scheduler._is_job_enabled", enabled)
monkeypatch.setattr("app.scheduler.run_import", imported)
monkeypatch.setattr(
"app.scheduler.fundamental_data_refresh_service.refresh",
refreshed,
)
await run_sec_fundamentals_import()
runtime = get_job_runtime_snapshot("sec_fundamentals_import")
assert runtime["status"] == "completed"
assert runtime["message"] == (
"no_op · abcdef123456 · cache 511 · 2 score inputs changed"
)
async def test_source_locked_sec_run_still_reports_the_cache_refresh(
self, monkeypatch
):
"""A skipped import keeps its skip status but shows the cache advanced."""
async def enabled(db, job_name):
return True
async def locked(importer):
return None # another import owns the source lock
async def refreshed(db):
return {
"refreshed": 511,
"score_inputs_changed": 0,
"dimension_scores_staled": 0,
"composite_scores_staled": 0,
}
monkeypatch.setattr("app.scheduler.async_session_factory", self._session_factory)
monkeypatch.setattr("app.scheduler._is_job_enabled", enabled)
monkeypatch.setattr("app.scheduler.run_import", locked)
monkeypatch.setattr(
"app.scheduler.fundamental_data_refresh_service.refresh",
refreshed,
)
await run_sec_fundamentals_import()
runtime = get_job_runtime_snapshot("sec_fundamentals_import")
assert runtime["status"] == "skipped"
assert runtime["message"] == (
"Another import for this source is already running · "
"cache 511 · 0 score inputs changed"
)
async def test_disabled_sec_job_still_refreshes_local_cache(self, monkeypatch):
"""Disabling the job stops the SEC fetch, not the local cache.
The cache is derived from stored snapshots, earnings events and closes.
Prices and earnings move daily even when no filing does, and there is no
provider fallback since A6 — freezing it would silently stale scoring.
"""
calls = []
async def disabled(db, job_name):
return False
async def should_not_run(*args, **kwargs):
raise AssertionError("disabled SEC job hit the network")
async def refreshed(db):
calls.append(db)
return {
"refreshed": 511,
"score_inputs_changed": 2,
"dimension_scores_staled": 2,
"composite_scores_staled": 2,
}
monkeypatch.setattr("app.scheduler.async_session_factory", self._session_factory)
monkeypatch.setattr("app.scheduler._is_job_enabled", disabled)
monkeypatch.setattr("app.scheduler.run_import", should_not_run)
monkeypatch.setattr(
"app.scheduler.fundamental_data_refresh_service.refresh",
refreshed,
)
await run_sec_fundamentals_import()
assert len(calls) == 1
runtime = get_job_runtime_snapshot("sec_fundamentals_import")
assert runtime["status"] == "completed"
assert runtime["message"] == (
"Import disabled · cache 511 · 2 score inputs changed"
)