The A5 cutover has been on and observed in production, so SEC Company Facts + DoltHub earnings are already the live source for `fundamental_data`. This removes everything the legacy path still occupied. Gone: the three providers and their config/env keys; the weekly `fundamental_collector` job; the cutover toggle (SEC + Dolt is now the unconditional path, so `off` can no longer silently freeze scoring inputs); the A5 parity report, whose deltas became structurally zero once the candidate builder started writing the table it compared against; and the FMP tier of universe bootstrap. Two behavioral notes: - Disabling **SEC Fundamentals Import** now stops the SEC network fetch only. The local cache refresh moved outside the job-enable check, because candidates also derive from daily closes and earnings events — freezing those on an ingestion pause would stale scoring with no fallback left to recover from. - `/ingestion/fetch?sources=fundamentals` still accepts the key and reports `skipped`; there is no per-ticker fetch any more. Migration 029 does not blanket-delete the leftover settings rows. Migrations run before the service restart, and pre-A6 code reads an absent `job_*_enabled` row as *enabled* — so the two behavior-bearing keys become tombstones pinned to safe values (hidden in Admin) and only the inert three are deleted. Removing the provider keys from the production `.env` is the matching rollout step. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
147 lines
5.0 KiB
Python
147 lines
5.0 KiB
Python
"""Unit tests for ticker_universe_service bootstrap logic."""
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from __future__ import annotations
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import json
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from collections.abc import AsyncGenerator
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import pytest
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from sqlalchemy import select
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from sqlalchemy.ext.asyncio import AsyncSession, async_sessionmaker, create_async_engine
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from app.database import Base
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from app.models.settings import SystemSetting
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from app.models.ticker import Ticker
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from app.services import ticker_universe_service
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from app.services.ticker_universe_service import _extract_wiki_symbols, _normalise_symbols
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_engine = create_async_engine("sqlite+aiosqlite://", echo=False)
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_session_factory = async_sessionmaker(_engine, class_=AsyncSession, expire_on_commit=False)
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@pytest.fixture(autouse=True)
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async def _setup_tables() -> AsyncGenerator[None, None]:
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async with _engine.begin() as conn:
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await conn.run_sync(Base.metadata.create_all)
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yield
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async with _engine.begin() as conn:
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await conn.run_sync(Base.metadata.drop_all)
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@pytest.fixture
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async def session() -> AsyncGenerator[AsyncSession, None]:
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async with _session_factory() as s:
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yield s
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@pytest.mark.asyncio
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async def test_bootstrap_universe_adds_missing_symbols(session: AsyncSession, monkeypatch: pytest.MonkeyPatch):
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session.add(Ticker(symbol="AAPL"))
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await session.commit()
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async def _fake_fetch(_db: AsyncSession, _universe: str) -> tuple[list[str], str]:
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return ["AAPL", "MSFT", "NVDA"], "test"
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monkeypatch.setattr(ticker_universe_service, "fetch_universe_symbols", _fake_fetch)
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result = await ticker_universe_service.bootstrap_universe(session, "sp500")
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assert result["added"] == 2
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assert result["already_tracked"] == 1
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assert result["deleted"] == 0
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assert result["source"] == "test"
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assert set(result["added_symbols"]) == {"MSFT", "NVDA"}
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rows = await session.execute(select(Ticker.symbol).order_by(Ticker.symbol.asc()))
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assert list(rows.scalars().all()) == ["AAPL", "MSFT", "NVDA"]
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@pytest.mark.asyncio
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async def test_bootstrap_universe_prunes_missing_symbols(session: AsyncSession, monkeypatch: pytest.MonkeyPatch):
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session.add_all([Ticker(symbol="AAPL"), Ticker(symbol="MSFT"), Ticker(symbol="TSLA")])
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await session.commit()
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async def _fake_fetch(_db: AsyncSession, _universe: str) -> tuple[list[str], str]:
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return ["AAPL", "MSFT"], "test"
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monkeypatch.setattr(ticker_universe_service, "fetch_universe_symbols", _fake_fetch)
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result = await ticker_universe_service.bootstrap_universe(
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session,
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"sp500",
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prune_missing=True,
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)
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assert result["added"] == 0
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assert result["already_tracked"] == 2
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assert result["deleted"] == 1
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rows = await session.execute(select(Ticker.symbol).order_by(Ticker.symbol.asc()))
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assert list(rows.scalars().all()) == ["AAPL", "MSFT"]
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@pytest.mark.asyncio
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async def test_fetch_universe_symbols_uses_cached_snapshot_when_live_sources_fail(
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session: AsyncSession,
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monkeypatch: pytest.MonkeyPatch,
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):
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session.add(
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SystemSetting(
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key="ticker_universe_cache_sp500",
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value=json.dumps({"symbols": ["AAPL", "MSFT"], "source": "test"}),
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)
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)
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await session.commit()
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async def _fake_public(_universe: str):
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return [], ["public failed"], None
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monkeypatch.setattr(ticker_universe_service, "_fetch_universe_symbols_from_public", _fake_public)
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symbols, source = await ticker_universe_service.fetch_universe_symbols(session, "sp500")
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assert symbols == ["AAPL", "MSFT"]
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assert source == "cache"
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@pytest.mark.asyncio
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async def test_fetch_universe_symbols_uses_seed_when_live_and_cache_fail(
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session: AsyncSession,
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monkeypatch: pytest.MonkeyPatch,
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):
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async def _fake_public(_universe: str):
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return [], ["public failed"], None
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monkeypatch.setattr(ticker_universe_service, "_fetch_universe_symbols_from_public", _fake_public)
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symbols, source = await ticker_universe_service.fetch_universe_symbols(session, "sp500")
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assert "AAPL" in symbols
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assert len(symbols) > 10
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assert source == "seed"
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# Snippet shaped like current Wikipedia NyseSymbol / exchange link markup.
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_SAMPLE_WIKI_HTML = """
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<td><a class="external text"
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data-mw='{"parts":[{"template":{"target":{"wt":"NyseSymbol","href":"./Template:NyseSymbol"},"params":{"1":{"wt":"BNY"}},"i":0}}]}'
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>BNY</a></td>
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<td><a href="https://www.nyse.com/quote/XNYS:DVN">DVN</a></td>
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<td><a href="https://www.nasdaq.com/market-activity/stocks/aapl">AAPL</a></td>
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<td><a href="https://www.nyse.com/quote/XNYS:MMM">MMM</a></td>
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"""
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def test_extract_wiki_symbols_finds_bny_and_exchange_links():
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raw = _extract_wiki_symbols(_SAMPLE_WIKI_HTML)
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symbols = set(_normalise_symbols(raw))
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assert "BNY" in symbols
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assert "DVN" in symbols
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assert "AAPL" in symbols
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assert "MMM" in symbols
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assert "BK" not in symbols
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def test_legacy_td_anchor_still_works():
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html = '<tr><td><a href="/wiki/foo">BK</a></td></tr>'
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symbols = set(_normalise_symbols(_extract_wiki_symbols(html)))
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assert "BK" in symbols
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