run_import + SourceImporter Protocol (detect_revision/stage/validate/promote) giving every bulk importer the plan's non-negotiables, KISS: - one run per source at a time — Postgres session-level advisory lock held on a single pinned engine.connect() so it survives the running-row and promotion commits; no-op on SQLite. - idempotent per revision — cheap detect_revision compared to the last promoted run; unchanged revision records a no_op with zero writes (no fetch). - staging (in-memory, no physical staging tables) → validate (read-only) → atomic promote + run-row flip in one transaction. - failed validation or mid-run exception marks the run failed, alerts via system_event_service, and leaves live tables untouched. Every attempt recorded in data_import_runs; conflicts summary in validation_json (no conflicts table). Concrete SEC/earnings importers land in later phases. Tests: 6 orchestration tests (no_op / promote / new-revision / failed-untouched / promote-exception-rollback) + deterministic advisory-key derivation. Full suite 680 passed. Advisory-lock mutual exclusion is PG-verify-pending (SQLite no-ops it — flagged, not covered). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
202 lines
7.0 KiB
Python
202 lines
7.0 KiB
Python
"""Orchestration tests for the source-agnostic import framework.
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These drive ``run_import`` with a fake importer to prove the framework's
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guarantees: idempotent no_op on an unchanged revision, atomic promotion on a
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new revision, and — the load-bearing one — a failed validation or a mid-run
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exception leaves the live tables untouched.
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The advisory-lock branch is a no-op on SQLite, so lock mutual-exclusion has NO
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coverage here (PG-verify-pending); only the deterministic key derivation is
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unit-tested. Per the SQLite StaticPool caveat we never share a connection: each
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test uses its own temp-file engine and seeds/asserts with short-lived sessions
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sequenced around the ``run_import`` call.
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"""
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from __future__ import annotations
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import os
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import tempfile
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from datetime import date, datetime, timezone
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import pytest
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from sqlalchemy import func, 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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import app.models # noqa: F401 register models on Base.metadata
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from app.models.data_import_run import DataImportRun
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from app.models.fundamental_snapshot import FundamentalSnapshot
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from app.models.system_event import SystemEvent
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from app.services.data_import import (
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STATUS_FAILED,
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STATUS_NO_OP,
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STATUS_PROMOTED,
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ValidationResult,
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_advisory_key,
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run_import,
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)
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@pytest.fixture
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async def engine():
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"""A dedicated temp-file SQLite engine (independent connections, unlike the
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shared in-memory test engine) so ``run_import`` can pin its own connection."""
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fd, path = tempfile.mkstemp(suffix=".db")
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os.close(fd)
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eng = create_async_engine(f"sqlite+aiosqlite:///{path}")
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async with eng.begin() as conn:
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await conn.run_sync(Base.metadata.create_all)
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try:
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yield eng
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finally:
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await eng.dispose()
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try:
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os.unlink(path)
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except OSError:
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pass
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def _factory(engine) -> async_sessionmaker[AsyncSession]:
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return async_sessionmaker(engine, class_=AsyncSession, expire_on_commit=False)
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class FakeImporter:
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"""Writes ``n_rows`` fundamental_snapshots on promote (CIK-keyed, no ticker
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FK) so the live-table effect is easy to count."""
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source = "sec_facts"
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def __init__(self, revision, *, ok=True, n_rows=3, raise_in="none"):
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self.revision = revision
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self.ok = ok
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self.n_rows = n_rows
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self.raise_in = raise_in
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self.staged_called = False
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self.promoted = False
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async def detect_revision(self, db):
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if self.raise_in == "detect":
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raise RuntimeError("boom-detect")
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return self.revision
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async def stage(self, db):
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self.staged_called = True
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if self.raise_in == "stage":
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raise RuntimeError("boom-stage")
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return list(range(self.n_rows))
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async def validate(self, db, staged):
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return ValidationResult(
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ok=self.ok,
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summary={"staged_rows": len(staged)},
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source_max_date=date(2026, 7, 21),
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messages=[] if self.ok else ["coverage below threshold"],
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)
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async def promote(self, db, staged):
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if self.raise_in == "promote":
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# write one row THEN raise, to prove rollback undoes partial writes
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db.add(_snapshot(self.revision, 999))
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raise RuntimeError("boom-promote")
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for i in staged:
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db.add(_snapshot(self.revision, i))
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self.promoted = True
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return {"fundamental_snapshots": len(staged)}
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def _snapshot(revision: str, i: int) -> FundamentalSnapshot:
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return FundamentalSnapshot(
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cik=f"{i:010d}",
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accession=f"{revision}-{i:06d}",
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form="10-Q",
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filed_date=date(2026, 7, 1),
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accepted_at=datetime(2026, 7, 1, tzinfo=timezone.utc),
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period_end=date(2026, 6, 30),
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fiscal_year=2026,
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fiscal_period="Q2",
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revenue=1000.0 + i,
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)
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async def _count(factory, model) -> int:
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async with factory() as s:
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return (await s.execute(select(func.count()).select_from(model))).scalar_one()
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async def _runs(factory) -> list[DataImportRun]:
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async with factory() as s:
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return list(
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(await s.execute(select(DataImportRun).order_by(DataImportRun.id))).scalars()
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)
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# ---------------------------------------------------------------------------
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def test_advisory_key_deterministic_and_distinct():
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assert _advisory_key("sec_facts") == _advisory_key("sec_facts")
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assert _advisory_key("sec_facts") != _advisory_key("dolt_earnings")
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for src in ("sec_facts", "dolt_earnings", "dolt_stocks"):
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k = _advisory_key(src)
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assert -(2**63) <= k < 2**63 # fits Postgres bigint
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async def test_promote_writes_and_records_run(engine):
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factory = _factory(engine)
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run = await run_import(FakeImporter("rev1", n_rows=4), engine=engine)
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assert run is not None and run.status == STATUS_PROMOTED
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assert run.revision == "rev1"
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assert run.row_counts_json is not None and "fundamental_snapshots" in run.row_counts_json
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assert run.source_max_date == date(2026, 7, 21)
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assert run.completed_at is not None
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assert await _count(factory, FundamentalSnapshot) == 4
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async def test_no_op_on_repeated_revision(engine):
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factory = _factory(engine)
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await run_import(FakeImporter("rev1", n_rows=4), engine=engine)
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second = FakeImporter("rev1", n_rows=4)
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run = await run_import(second, engine=engine)
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assert run is not None and run.status == STATUS_NO_OP
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assert second.staged_called is False # never fetched
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assert await _count(factory, FundamentalSnapshot) == 4 # unchanged
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runs = await _runs(factory)
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assert [r.status for r in runs] == [STATUS_PROMOTED, STATUS_NO_OP]
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async def test_new_revision_after_promote_stages_again(engine):
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factory = _factory(engine)
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await run_import(FakeImporter("rev1", n_rows=2), engine=engine)
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run = await run_import(FakeImporter("rev2", n_rows=3), engine=engine)
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assert run is not None and run.status == STATUS_PROMOTED
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assert await _count(factory, FundamentalSnapshot) == 5 # 2 + 3
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async def test_failed_validation_leaves_data_untouched(engine):
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factory = _factory(engine)
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await run_import(FakeImporter("rev1", n_rows=3), engine=engine) # baseline
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run = await run_import(FakeImporter("rev2", ok=False, n_rows=5), engine=engine)
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assert run is not None and run.status == STATUS_FAILED
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assert "coverage" in (run.error_details or "")
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assert await _count(factory, FundamentalSnapshot) == 3 # untouched
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assert await _count(factory, SystemEvent) == 1 # alerted
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async def test_exception_in_promote_rolls_back(engine):
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factory = _factory(engine)
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await run_import(FakeImporter("rev1", n_rows=3), engine=engine) # baseline
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run = await run_import(FakeImporter("rev2", raise_in="promote"), engine=engine)
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assert run is not None and run.status == STATUS_FAILED
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assert "boom-promote" in (run.error_details or "")
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assert await _count(factory, FundamentalSnapshot) == 3 # partial write rolled back
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assert await _count(factory, SystemEvent) == 1
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