Files
daily_stock_analysis/tests/test_analysis_history.py
zhulinsen 6da1360a0b feat: 重建市场结构上下文 (#1981)
* feat: rebuild market structure context

* fix(review-feedback-1981): apps/dsa-web/src/components/report/MarketStructureCard.tsx 新增用户可见界面,但

* fix(review-feedback-1981): apps/dsa-web/src/components/report/MarketStructureCard.tsx 新增用户可见界面,但

* fix(review-feedback-1981): Scope in-flight ranking keys to each fetcher manager

* fix(review-feedback-1981): 修正无证据情况下的个股层级判定,并按仓库规范补充可访问的 Web 页面截图、更新 PR 描述事实

* fix(review-feedback-1981): apps/dsa-web/src/components/report/MarketStructureCard.tsx 新增用户可见界面,但

* fix(review-feedback-1981): 按 AGENTS.md 为新增市场结构卡片补充可直接查看的截图,并同步 PR 描述中的 diff 与 CI 事实

* fix(review-feedback-1981): apps/dsa-web/src/components/report/MarketStructureCard.tsx 新增用户可见界面,但

* fix(review-feedback-1981): 按仓库规范补充可直接审查的市场结构卡片截图,并同步 PR 描述中的 diff 与 CI 事实

* fix(review-feedback-1981): apps/dsa-web/e2e/market-structure-card-visual.spec.ts:276 在

* fix(review-feedback-1981): apps/dsa-web/e2e/market-structure-card-visual.spec.ts 将本 PR

* fix(review-feedback-1981): 同步当前 Head 的 diff/CI 结论,并按仓库规范在 PR 描述或评论中附可访问的市场结构卡片截图

* fix(review-feedback-1981): apps/dsa-web/e2e/market-structure-card-visual.spec.ts:261 新增 async 空对象解构

* fix(review-feedback-1981): 按仓库规范在 PR 描述或评论中附市场结构卡片的可访问截图,并同步当前 diff 统计和 CI 结果

* fix(review-feedback-1981): 消除当前运行结果对历史持久化成功的依赖,补充对应回归测试,并补齐可访问的 UI 截图及更新失真的 PR 描述

* fix(review-feedback-1981): src/utils/data processing.py 提取榜单时丢弃了上游 boards / concept boards 的

* fix(review-feedback-1981): 修正 PR 描述并补齐可访问的视觉证据

* fix(review-feedback-1981): 关闭市场结构前置数据获取可能阻塞主分析的问题,并同步修正 PR 描述、范围清单和视觉证据

* fix(review-feedback-1981): 将 PR 描述、完整范围、当前 CI 证据、视觉证据及回滚表述同步到最新 Head

* fix(review-feedback-1981): PR 描述与最新 Head 不一致:完整 diff 包含 38 个文件及 src/services/analysis

* fix(review-feedback-1981): 按最新 Head 同步 PR 描述,并补充可访问的市场结构卡片截图证据

* fix(review-feedback-1981): 统一即时响应与历史响应的 details.raw result 契约并补最终 API 回归测试,同时更新 PR 描述和可访问的视觉证据

* fix(review-feedback-1981): 将 PR 描述、完整范围、CI 结果及可访问的 UI 截图同步到最新 Head,消除描述与实际改动的实质性不一致

* fix(review-feedback-1981): 同步 PR 描述与最新 Head,并补充可访问的 Web 页面截图

* fix(review-feedback-1981): 同步 PR 描述并按仓库规范附上可访问的 Web 页面截图

* fix(review-feedback-1981): 代码结论 :不可。已按 origin/main...76b5b596fdff 的完整 38 文件 diff 重新建立基线。上次 6 个

* fix(review-feedback-1981): 代码结论 :不可。最新修复已正确收窄无成分股、无龙头证据的原生榜单路径:该路径现在返回 edge/partial,不再直接输出
2026-07-12 11:30:59 +08:00

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# -*- coding: utf-8 -*-
"""
===================================
A股自选股智能分析系统 - 分析历史存储单元测试
===================================
职责:
1. 验证分析历史保存逻辑
2. 验证上下文快照保存开关
"""
import json
import os
import sys
import tempfile
import unittest
from datetime import datetime
from pathlib import Path
from unittest.mock import MagicMock, patch
# Keep this test runnable when optional LLM runtime deps are not installed.
try:
import litellm # noqa: F401
except ModuleNotFoundError:
sys.modules["litellm"] = MagicMock()
try:
from fastapi.testclient import TestClient
from api.app import create_app
from api.v1.endpoints.history import get_history_detail, get_history_list, get_stock_bar
except ModuleNotFoundError:
TestClient = None
create_app = None
get_history_detail = None
get_history_list = None
get_stock_bar = None
from src.config import Config
from src.storage import (
DatabaseManager,
AnalysisHistory,
BacktestResult,
DecisionSignalFeedbackRecord,
DecisionSignalOutcomeRecord,
DecisionSignalRecord,
)
from src.analyzer import AnalysisResult
from src.daily_market_context_guardrail import apply_daily_market_context_guardrail
from src.services.history_service import HistoryService
import src.auth as auth
def _analysis_context_pack_overview() -> dict:
return {
"pack_version": "1.0",
"created_at": "2026-04-10T08:30:00+00:00",
"subject": {
"code": "600519",
"stock_name": "贵州茅台",
"market": "cn",
},
"blocks": [
{
"key": "quote",
"label": "行情",
"status": "available",
"source": "mock",
"warnings": [],
"missing_reasons": [],
}
],
"counts": {
"available": 1,
"missing": 0,
"not_supported": 0,
"fallback": 0,
"stale": 0,
"estimated": 0,
"partial": 0,
"fetch_failed": 0,
},
"data_quality": {
"overall_score": 100,
"level": "good",
"block_scores": {
"quote": 100,
"daily_bars": 100,
"technical": 100,
"news": 100,
"fundamentals": 100,
"chip": 100,
},
"limitations": [],
},
"warnings": [],
"metadata": {
"trigger_source": "api",
"news_result_count": 2,
},
}
def _market_phase_summary() -> dict:
return {
"market": "cn",
"phase": "intraday",
"market_local_time": "2026-03-27T10:00:00+08:00",
"session_date": "2026-03-27",
"effective_daily_bar_date": "2026-03-26",
"is_trading_day": True,
"is_market_open_now": True,
"is_partial_bar": True,
"minutes_to_open": None,
"minutes_to_close": 300,
"trigger_source": "api",
"analysis_intent": "auto",
"warnings": ["partial_bar"],
}
class AnalysisHistoryTestCase(unittest.TestCase):
"""分析历史存储测试"""
def setUp(self) -> None:
"""为每个用例初始化独立数据库"""
auth._auth_enabled = False
self._temp_dir = tempfile.TemporaryDirectory()
self._db_path = os.path.join(self._temp_dir.name, "test_analysis_history.db")
self._original_env = {
key: os.environ.get(key)
for key in (
"ENV_FILE",
"DATABASE_PATH",
)
}
self._env_path = os.path.join(self._temp_dir.name, ".env")
with open(self._env_path, "w", encoding="utf-8") as env_file:
env_file.write("STOCK_LIST=600519,000001\n")
os.environ["ENV_FILE"] = self._env_path
os.environ["DATABASE_PATH"] = self._db_path
Config._instance = None
DatabaseManager.reset_instance()
self.db = DatabaseManager.get_instance()
def tearDown(self) -> None:
"""清理资源"""
Config._instance = None
DatabaseManager.reset_instance()
for key, value in self._original_env.items():
if value is None:
os.environ.pop(key, None)
else:
os.environ[key] = value
self._temp_dir.cleanup()
def test_history_timestamps_include_server_timezone_offset(self) -> None:
serialized = HistoryService._serialize_created_at(datetime(2026, 7, 11, 0, 30))
self.assertIsNotNone(serialized)
self.assertRegex(serialized or "", r"[+-]\d{2}:\d{2}$")
def test_history_query_failure_is_not_returned_as_an_empty_success(self) -> None:
db = MagicMock()
db.get_analysis_history_paginated.side_effect = RuntimeError("database unavailable")
with self.assertRaisesRegex(RuntimeError, "database unavailable"):
HistoryService(db).get_history_list(page=1, limit=20)
if get_history_list is None:
self.skipTest("fastapi is not installed in this test environment")
with self.assertRaises(Exception) as raised:
get_history_list(
stock_code=None,
report_type=None,
start_date=None,
end_date=None,
page=1,
limit=20,
db_manager=db,
)
self.assertEqual(getattr(raised.exception, "status_code", None), 500)
def _build_result(self) -> AnalysisResult:
"""构造分析结果"""
return AnalysisResult(
code="600519",
name="贵州茅台",
sentiment_score=78,
trend_prediction="看多",
operation_advice="持有",
analysis_summary="基本面稳健,短期震荡",
)
def _save_history(self, query_id: str) -> int:
"""保存一条测试历史记录并返回主键 ID。"""
result = self._build_result()
saved = self.db.save_analysis_history(
result=result,
query_id=query_id,
report_type="simple",
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == query_id).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
return row.id
def test_save_analysis_history_with_snapshot(self) -> None:
"""保存历史记录并写入上下文快照"""
result = self._build_result()
result.dashboard = {
"battle_plan": {
"sniper_points": {
"ideal_buy": "理想买入点125.5元",
"secondary_buy": "120",
"stop_loss": "止损位110元",
"take_profit": "目标位150.0元",
}
}
}
context_snapshot = {"enhanced_context": {"code": "600519"}}
saved = self.db.save_analysis_history(
result=result,
query_id="query_001",
report_type="simple",
news_content="新闻摘要",
context_snapshot=context_snapshot,
save_snapshot=True
)
self.assertGreater(saved, 0)
history = self.db.get_analysis_history(code="600519", days=7, limit=10)
self.assertEqual(len(history), 1)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
self.assertEqual(row.query_id, "query_001")
self.assertIsNotNone(row.context_snapshot)
self.assertEqual(row.ideal_buy, 125.5)
self.assertEqual(row.secondary_buy, 120.0)
self.assertEqual(row.stop_loss, 110.0)
self.assertEqual(row.take_profit, 150.0)
def test_history_display_resolves_bare_jp_kr_code_from_stock_pool(self) -> None:
result = self._build_result()
result.code = "005930"
result.name = "Samsung Electronics"
persisted_phase_summary = {
**_market_phase_summary(),
"phase": "postmarket",
"market_local_time": "2025-01-02T16:10:00+09:00",
"session_date": "2025-01-02",
"effective_daily_bar_date": "2025-01-02",
"is_market_open_now": False,
"is_partial_bar": False,
"minutes_to_open": 900,
"minutes_to_close": None,
"trigger_source": "scheduled_job",
"analysis_intent": "postmarket",
"warnings": ["legacy_snapshot"],
}
expected_phase_summary = {**persisted_phase_summary, "market": "kr"}
expected_phase_summary["minutes_to_open"] = None
saved = self.db.save_analysis_history(
result=result,
query_id="query_kr_bare",
report_type="simple",
news_content="news",
context_snapshot={"market_phase_summary": persisted_phase_summary},
save_snapshot=True,
)
self.assertGreater(saved, 0)
service = HistoryService(self.db)
with patch("src.services.history_service.resolve_index_stock_code", return_value="005930.KS"):
listing = service.get_history_list(page=1, limit=5)
detail = service.resolve_and_get_detail("query_kr_bare")
self.assertEqual(listing["items"][0]["stock_code"], "005930.KS")
self.assertEqual(listing["items"][0]["market_phase_summary"], expected_phase_summary)
self.assertIsNotNone(detail)
self.assertEqual(detail["stock_code"], "005930.KS")
self.assertEqual(detail["market_phase_summary"], expected_phase_summary)
def test_history_display_rebuilds_market_phase_summary_for_legacy_cn_snapshot(self) -> None:
result = self._build_result()
result.code = "005930"
result.name = "Samsung Electronics"
persisted_phase_summary = {
**_market_phase_summary(),
"phase": "postmarket",
"market_local_time": "2026-01-01T10:00:00+08:00",
"session_date": "2026-01-01",
"effective_daily_bar_date": "2025-12-31",
"is_market_open_now": False,
"is_partial_bar": False,
"minutes_to_open": 900,
"minutes_to_close": None,
"trigger_source": "scheduled_job",
"analysis_intent": "postmarket",
"warnings": ["legacy_snapshot"],
}
saved = self.db.save_analysis_history(
result=result,
query_id="query_kr_legacy_snapshot",
report_type="simple",
news_content="news",
context_snapshot={"market_phase_summary": persisted_phase_summary},
save_snapshot=True,
)
self.assertGreater(saved, 0)
service = HistoryService(self.db)
with patch("src.services.history_service.resolve_index_stock_code", return_value="005930.KS"):
items = service.get_history_list(page=1, limit=5)["items"]
self.assertEqual(items[0]["stock_code"], "005930.KS")
rebuilt = items[0]["market_phase_summary"]
self.assertIsNotNone(rebuilt)
self.assertEqual(rebuilt["market"], "kr")
self.assertEqual(rebuilt["market_local_time"], "2026-01-01T11:00:00+09:00")
self.assertEqual(rebuilt["effective_daily_bar_date"], "2025-12-30")
self.assertIsNone(rebuilt["minutes_to_open"])
def test_history_filter_and_stock_bar_merge_bare_and_resolved_jp_kr_codes(self) -> None:
if get_stock_bar is None:
self.skipTest("fastapi is not installed in this test environment")
legacy = self._build_result()
legacy.code = "005930"
legacy.name = "Samsung Electronics"
current = self._build_result()
current.code = "005930.KS"
current.name = "Samsung Electronics"
self.assertGreater(
self.db.save_analysis_history(
result=legacy,
query_id="query_kr_legacy",
report_type="simple",
news_content="news",
context_snapshot={"market_phase_summary": _market_phase_summary()},
save_snapshot=True,
),
0,
)
self.assertGreater(
self.db.save_analysis_history(
result=current,
query_id="query_kr_current",
report_type="simple",
news_content="news",
context_snapshot={"market_phase_summary": _market_phase_summary()},
save_snapshot=True,
),
0,
)
with patch("src.services.history_service.resolve_index_stock_code", side_effect=lambda code: "005930.KS" if str(code).split(".", 1)[0] == "005930" else None):
listing = HistoryService(self.db).get_history_list(stock_code="005930.KS", page=1, limit=10)
stock_bar = get_stock_bar(
start_date=None,
end_date=None,
limit=10,
db_manager=self.db,
)
self.assertEqual(listing["total"], 2)
self.assertEqual({item["query_id"] for item in listing["items"]}, {"query_kr_legacy", "query_kr_current"})
self.assertEqual(len(stock_bar.items), 1)
self.assertEqual(stock_bar.items[0].stock_code, "005930.KS")
self.assertEqual(stock_bar.items[0].analysis_count, 2)
def test_save_analysis_history_persists_sniper_columns_via_shared_parser(self) -> None:
"""迁出 sniper parser 后历史狙击点位列仍按原规则保存。"""
result = self._build_result()
result.dashboard = {
"battle_plan": {
"sniper_points": {
"ideal_buy": "理想买入点125.5元",
"secondary_buy": "1.52-1.53 (回踩MA5/10附近)",
"stop_loss": "",
"take_profit": "目标位150.0元",
}
}
}
saved = self.db.save_analysis_history(
result=result,
query_id="query_shared_sniper_parser",
report_type="simple",
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(
AnalysisHistory.query_id == "query_shared_sniper_parser"
).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
self.assertEqual(row.ideal_buy, 125.5)
self.assertEqual(row.secondary_buy, 1.53)
self.assertIsNone(row.stop_loss)
self.assertEqual(row.take_profit, 150.0)
def test_get_latest_analysis_history_id_filters_by_report_type_and_latest_record(self) -> None:
"""按 query/code/report_type 返回最新真实历史主键。"""
for report_type in ("simple", "full", "simple"):
saved = self.db.save_analysis_history(
result=self._build_result(),
query_id="query_latest_id",
report_type=report_type,
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
simple_id = self.db.get_latest_analysis_history_id(
query_id="query_latest_id",
code="600519",
report_type="simple",
)
full_id = self.db.get_latest_analysis_history_id(
query_id="query_latest_id",
code="600519",
report_type="full",
)
self.assertIsNotNone(simple_id)
self.assertIsNotNone(full_id)
self.assertGreater(simple_id, full_id)
def test_get_latest_analysis_history_id_requires_report_type(self) -> None:
"""report_type 是必传参数,避免误取同 query/code 的其他报告。"""
with self.assertRaises(TypeError):
self.db.get_latest_analysis_history_id(query_id="query", code="600519")
def test_save_analysis_history_without_snapshot(self) -> None:
"""关闭快照保存时不写入 context_snapshot"""
result = self._build_result()
saved = self.db.save_analysis_history(
result=result,
query_id="query_002",
report_type="simple",
news_content="新闻摘要",
context_snapshot={"foo": "bar"},
save_snapshot=False
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
self.assertIsNone(row.context_snapshot)
def test_save_analysis_history_persists_model_used(self) -> None:
"""model_used should be persisted in raw_result for history detail."""
result = self._build_result()
result.model_used = "gemini/gemini-2.0-flash"
saved = self.db.save_analysis_history(
result=result,
query_id="query_003",
report_type="simple",
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == "query_003").first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
payload = json.loads(row.raw_result or "{}")
self.assertEqual(payload.get("model_used"), "gemini/gemini-2.0-flash")
def test_update_analysis_history_diagnostics_preserves_snapshot_fields(self) -> None:
"""通知发送后补写 diagnostics 时,不应覆盖已有上下文字段。"""
saved = self.db.save_analysis_history(
result=self._build_result(),
query_id="query_diag_patch",
report_type="simple",
news_content="新闻摘要",
context_snapshot={
"enhanced_context": {"code": "600519"},
"diagnostics": {
"trace_id": "trace-1",
"query_id": "query_diag_patch",
"stock_code": "600519",
"notification_runs": [],
},
},
save_snapshot=True,
)
self.assertGreater(saved, 0)
updated = self.db.update_analysis_history_diagnostics(
query_id="query_diag_patch",
code="600519",
notification_runs=[
{
"channel": "report",
"status": "success",
"success": True,
}
],
)
self.assertEqual(updated, 1)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(
AnalysisHistory.query_id == "query_diag_patch"
).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
snapshot = json.loads(row.context_snapshot or "{}")
self.assertEqual(snapshot["enhanced_context"]["code"], "600519")
notification_run = snapshot["diagnostics"]["notification_runs"][-1]
self.assertEqual(notification_run["status"], "success")
self.assertEqual(notification_run["trace_id"], "trace-1")
def test_history_detail_hides_placeholder_model_used(self) -> None:
"""Placeholder model values should be normalized to None in detail response."""
result = self._build_result()
result.model_used = "unknown"
saved = self.db.save_analysis_history(
result=result,
query_id="query_004",
report_type="simple",
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == "query_004").first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
service = HistoryService(self.db)
detail = service.get_history_detail_by_id(record_id)
self.assertIsNotNone(detail)
self.assertIsNone(detail.get("model_used"))
def test_history_list_includes_timeline_summary_fields(self) -> None:
"""History list items expose the fields needed by the same-stock timeline drawer."""
result = self._build_result()
result.model_used = "gemini/gemini-2.5-pro"
context_snapshot = {
"enhanced_context": {
"realtime": {
"price": "51.5",
"change_pct": "-4.61%",
"volume_ratio": "1.17",
"turnover_rate": "11.46",
},
},
"market_phase_summary": _market_phase_summary(),
}
saved = self.db.save_analysis_history(
result=result,
query_id="query_timeline_summary",
report_type="detailed",
news_content="新闻摘要",
context_snapshot=context_snapshot,
save_snapshot=True,
)
self.assertGreater(saved, 0)
service = HistoryService(self.db)
payload = service.get_history_list(stock_code="600519.SH", page=1, limit=5)
self.assertEqual(payload["total"], 1)
item = payload["items"][0]
self.assertEqual(item["stock_code"], "600519")
self.assertEqual(item["trend_prediction"], "看多")
self.assertEqual(item["analysis_summary"], "基本面稳健,短期震荡")
self.assertEqual(item["operation_advice"], "持有")
self.assertEqual(item["action"], "buy")
self.assertEqual(item["action_label"], "买入")
self.assertEqual(item["model_used"], "gemini/gemini-2.5-pro")
self.assertEqual(item["current_price"], 51.5)
self.assertEqual(item["change_pct"], -4.61)
self.assertEqual(item["volume_ratio"], 1.17)
self.assertEqual(item["turnover_rate"], 11.46)
self.assertEqual(item["market_phase_summary"]["phase"], "intraday")
self.assertEqual(item["market_phase_summary"]["minutes_to_close"], 300)
def test_history_persistence_keeps_softened_operation_advice_from_guardrail(self) -> None:
"""Conservative-market guardrail short operation_advice is persisted and exposed to history list."""
result = self._build_result()
result.decision_type = "buy"
result.operation_advice = "立即买入并积极加仓"
apply_daily_market_context_guardrail(
result,
daily_market_context={
"region": "cn",
"trade_date": "2026-06-06",
"summary": "大盘退潮高风险建议观望仓位上限30%",
"risk_tags": ["high_risk", "low_position_cap"],
},
report_language="zh",
)
saved = self.db.save_analysis_history(
result=result,
query_id="query_softened_operation_advice",
report_type="simple",
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
service = HistoryService(self.db)
payload = service.get_history_list(stock_code="600519", page=1, limit=10)
self.assertEqual(payload["total"], 1)
self.assertEqual(payload["items"][0]["operation_advice"], "观望")
self.assertLessEqual(len(payload["items"][0]["operation_advice"]), 20)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(
AnalysisHistory.query_id == "query_softened_operation_advice"
).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
self.assertEqual(row.operation_advice, "观望")
def test_market_review_history_can_be_filtered_without_stock_records(self) -> None:
"""Market review records should be queryable as a dedicated history collection."""
stock_result = self._build_result()
market_result = AnalysisResult(
code="MARKET",
name="大盘复盘",
sentiment_score=50,
trend_prediction="大盘复盘",
operation_advice="查看复盘",
analysis_summary="大盘复盘摘要",
)
self.assertGreater(
self.db.save_analysis_history(
result=stock_result,
query_id="query_stock_history",
report_type="detailed",
news_content="个股正文",
context_snapshot=None,
save_snapshot=False,
),
0,
)
self.assertGreater(
self.db.save_analysis_history(
result=market_result,
query_id="query_market_review_history",
report_type="market_review",
news_content="大盘复盘正文",
context_snapshot={
"report_kind": "market_review",
"market_review_payload": {
"kind": "market_review",
"sections": [{"title": "复盘", "markdown": "结构化正文"}],
},
},
save_snapshot=True,
),
0,
)
service = HistoryService(self.db)
payload = service.get_history_list(
stock_code="MARKET",
report_type="market_review",
page=1,
limit=10,
)
self.assertEqual(payload["total"], 1)
self.assertEqual(payload["items"][0]["stock_code"], "MARKET")
self.assertEqual(payload["items"][0]["report_type"], "market_review")
self.assertIsNone(payload["items"][0]["action"])
self.assertIsNone(payload["items"][0]["action_label"])
def test_distinct_stock_bar_excludes_market_review_records_by_default(self) -> None:
"""The stock bar aggregation should not mix MARKET into ordinary stock entries."""
stock_result = self._build_result()
market_result = AnalysisResult(
code="MARKET",
name="大盘复盘",
sentiment_score=50,
trend_prediction="大盘复盘",
operation_advice="查看复盘",
analysis_summary="大盘复盘摘要",
)
self.assertGreater(
self.db.save_analysis_history(
result=stock_result,
query_id="query_stock_bar_stock",
report_type="detailed",
news_content="个股正文",
context_snapshot=None,
save_snapshot=False,
),
0,
)
self.assertGreater(
self.db.save_analysis_history(
result=market_result,
query_id="query_stock_bar_market",
report_type="market_review",
news_content="大盘复盘正文",
context_snapshot=None,
save_snapshot=False,
),
0,
)
records = self.db.get_distinct_stocks_from_history(limit=10)
self.assertEqual([record.code for record in records], ["600519"])
def test_stock_bar_item_derives_action_fields_from_legacy_advice(self) -> None:
if get_stock_bar is None:
self.skipTest("fastapi is not installed in this test environment")
result = self._build_result()
result.operation_advice = "不建议买入"
saved = self.db.save_analysis_history(
result=result,
query_id="query_stock_bar_action",
report_type="detailed",
news_content="个股正文",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
response = get_stock_bar(
start_date=None,
end_date=None,
limit=10,
db_manager=self.db,
)
self.assertEqual(len(response.items), 1)
self.assertEqual(response.items[0].operation_advice, "不建议买入")
self.assertEqual(response.items[0].action, "avoid")
self.assertEqual(response.items[0].action_label, "回避")
def test_stock_bar_item_aligns_score_and_legacy_advice(self) -> None:
if get_stock_bar is None:
self.skipTest("fastapi is not installed in this test environment")
result = self._build_result()
result.operation_advice = "持有"
result.sentiment_score = 78
saved = self.db.save_analysis_history(
result=result,
query_id="query_stock_bar_score_align",
report_type="detailed",
news_content="个股正文",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
response = get_stock_bar(
start_date=None,
end_date=None,
limit=10,
db_manager=self.db,
)
self.assertEqual(len(response.items), 1)
self.assertEqual(response.items[0].operation_advice, "持有")
self.assertEqual(response.items[0].sentiment_score, 78)
self.assertEqual(response.items[0].action, "buy")
self.assertEqual(response.items[0].action_label, "买入")
def test_stock_bar_item_falls_back_to_raw_result_summary_fields(self) -> None:
if get_stock_bar is None:
self.skipTest("fastapi is not installed in this test environment")
result = self._build_result()
result.operation_advice = "Hold"
result.report_language = "en"
saved = self.db.save_analysis_history(
result=result,
query_id="query_stock_bar_raw_fallback",
report_type="detailed",
news_content="stock report",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
with self.db.session_scope() as session:
row = session.query(AnalysisHistory).filter(
AnalysisHistory.query_id == "query_stock_bar_raw_fallback"
).first()
self.assertIsNotNone(row)
row.sentiment_score = None
row.operation_advice = None
response = get_stock_bar(
start_date=None,
end_date=None,
limit=10,
db_manager=self.db,
)
self.assertEqual(len(response.items), 1)
self.assertEqual(response.items[0].sentiment_score, 78)
self.assertEqual(response.items[0].operation_advice, "Hold")
self.assertEqual(response.items[0].action, "buy")
self.assertEqual(response.items[0].action_label, "Buy")
def test_history_detail_uses_service_resolved_action_fields(self) -> None:
if get_history_detail is None:
self.skipTest("fastapi is not installed in this test environment")
service = MagicMock()
service.resolve_and_get_detail.return_value = {
"id": 1,
"query_id": "query_action_conflict",
"stock_code": "600519",
"stock_name": "贵州茅台",
"report_type": "detailed",
"report_language": "zh",
"created_at": "2026-05-21T17:40:00",
"sentiment_score": 45,
"operation_advice": "持有观察",
"action": "watch",
"action_label": "观望",
"trend_prediction": "震荡",
"analysis_summary": "等待确认",
"raw_result": {
"operation_advice": "持有观察",
"action": "watch",
"report_language": "zh",
},
}
with patch("api.v1.endpoints.history.HistoryService", return_value=service):
response = get_history_detail("query_action_conflict", db_manager=self.db)
self.assertEqual(response.summary.operation_advice, "持有观察")
self.assertEqual(response.summary.action, "watch")
self.assertEqual(response.summary.action_label, "观望")
def test_history_list_matches_equivalent_suffixed_stock_codes(self) -> None:
"""Same-stock history should include rows saved with supported suffixed codes."""
def save_record(code: str, query_id: str) -> None:
result = self._build_result()
result.code = code
if "HK" in code:
result.name = "腾讯控股"
saved = self.db.save_analysis_history(
result=result,
query_id=query_id,
report_type="simple",
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
save_record("600519.SH", "query_cn_suffix")
save_record("600519", "query_cn_plain")
save_record("00700.HK", "query_hk_suffix")
save_record("HK00700", "query_hk_prefix")
service = HistoryService(self.db)
cn_from_suffix = service.get_history_list(stock_code="600519.SH", page=1, limit=10)
self.assertEqual(cn_from_suffix["total"], 2)
self.assertEqual(
{item["stock_code"] for item in cn_from_suffix["items"]},
{"600519.SH", "600519"},
)
cn_from_plain = service.get_history_list(stock_code="600519", page=1, limit=10)
self.assertEqual(cn_from_plain["total"], 2)
self.assertEqual(
{item["stock_code"] for item in cn_from_plain["items"]},
{"600519.SH", "600519"},
)
hk_from_suffix = service.get_history_list(stock_code="00700.HK", page=1, limit=10)
self.assertEqual(hk_from_suffix["total"], 2)
self.assertEqual(
{item["stock_code"] for item in hk_from_suffix["items"]},
{"00700.HK", "HK00700"},
)
hk_from_prefix = service.get_history_list(stock_code="HK00700", page=1, limit=10)
self.assertEqual(hk_from_prefix["total"], 2)
self.assertEqual(
{item["stock_code"] for item in hk_from_prefix["items"]},
{"00700.HK", "HK00700"},
)
def test_history_list_matches_unpadded_hk_suffix_variants(self) -> None:
"""HK short suffix forms (e.g. 1810.HK) should match 5-digit canonical suffix/prefix forms."""
def save_record(code: str, query_id: str) -> None:
result = self._build_result()
result.code = code
if "HK" in code:
result.name = "腾讯控股"
saved = self.db.save_analysis_history(
result=result,
query_id=query_id,
report_type="simple",
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
save_record("1810.HK", "query_hk_unpadded")
save_record("01810.HK", "query_hk_padded")
save_record("HK01810", "query_hk_prefix")
service = HistoryService(self.db)
hk_from_suffix = service.get_history_list(stock_code="01810.HK", page=1, limit=10)
self.assertEqual(hk_from_suffix["total"], 3)
self.assertEqual(
{item["stock_code"] for item in hk_from_suffix["items"]},
{"1810.HK", "01810.HK", "HK01810"},
)
hk_from_prefix = service.get_history_list(stock_code="HK01810", page=1, limit=10)
self.assertEqual(hk_from_prefix["total"], 3)
self.assertEqual(
{item["stock_code"] for item in hk_from_prefix["items"]},
{"1810.HK", "01810.HK", "HK01810"},
)
def test_history_list_matches_sh_and_ss_suffixed_variants(self) -> None:
"""SH suffix and legacy `.SS` variants should be treated as the same A-share stock."""
def save_record(code: str, query_id: str) -> None:
result = self._build_result()
result.code = code
saved = self.db.save_analysis_history(
result=result,
query_id=query_id,
report_type="simple",
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
save_record("600519.SH", "query_cn_sh")
save_record("600519.SS", "query_cn_ss")
save_record("600519", "query_cn_plain")
service = HistoryService(self.db)
expected = {"600519.SH", "600519.SS", "600519"}
from_sh = service.get_history_list(stock_code="600519.SH", page=1, limit=10)
self.assertEqual(from_sh["total"], 3)
self.assertEqual({item["stock_code"] for item in from_sh["items"]}, expected)
from_ss = service.get_history_list(stock_code="600519.SS", page=1, limit=10)
self.assertEqual(from_ss["total"], 3)
self.assertEqual({item["stock_code"] for item in from_ss["items"]}, expected)
from_plain = service.get_history_list(stock_code="600519", page=1, limit=10)
self.assertEqual(from_plain["total"], 3)
self.assertEqual({item["stock_code"] for item in from_plain["items"]}, expected)
def test_history_detail_preserves_zero_change_pct(self) -> None:
"""change_pct=0.0(平盘)应原样返回,而不是被当成缺失值丢失。
Regression for issue #1084: history endpoint used `or` chains that
treated 0.0 as falsy and silently dropped the daily change.
"""
if get_history_detail is None:
self.skipTest("fastapi is not installed in this test environment")
context_snapshot = {
"enhanced_context": {
"realtime": {"price": 100.0, "change_pct": 0.0},
}
}
query_id = "query_change_pct_zero"
saved = self.db.save_analysis_history(
result=self._build_result(),
query_id=query_id,
report_type="simple",
news_content="新闻摘要",
context_snapshot=context_snapshot,
save_snapshot=True,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == query_id).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertEqual(report.meta.current_price, 100.0)
self.assertEqual(report.meta.change_pct, 0.0)
def test_history_detail_falls_back_to_realtime_quote_raw_change_pct(self) -> None:
"""缺少 enhanced_context.realtime.change_pct 时,应回退到 realtime_quote_raw。
Regression for issue #1084: previously the realtime_quote_raw fallback
was only consulted when current_price was missing, so reports with
price-only enhanced_context lost their change_pct entirely.
"""
if get_history_detail is None:
self.skipTest("fastapi is not installed in this test environment")
context_snapshot = {
"enhanced_context": {
"realtime": {"price": 200.0},
},
"realtime_quote_raw": {"change_pct": 1.23},
}
query_id = "query_change_pct_fallback"
saved = self.db.save_analysis_history(
result=self._build_result(),
query_id=query_id,
report_type="simple",
news_content="新闻摘要",
context_snapshot=context_snapshot,
save_snapshot=True,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == query_id).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertEqual(report.meta.current_price, 200.0)
self.assertEqual(report.meta.change_pct, 1.23)
@patch("src.auth.is_auth_enabled", return_value=False)
def test_history_detail_ignores_non_dict_realtime_quote_raw(self, mock_auth) -> None:
"""GET /api/v1/history/{id} should tolerate truthy non-dict realtime_quote_raw."""
if TestClient is None or create_app is None:
self.skipTest("fastapi is not installed in this test environment")
context_snapshot = {
"enhanced_context": {
"realtime": {"price": 300.0},
},
"realtime_quote_raw": "not-a-dict",
}
query_id = "query_change_pct_non_dict_raw"
saved = self.db.save_analysis_history(
result=self._build_result(),
query_id=query_id,
report_type="simple",
news_content="新闻摘要",
context_snapshot=context_snapshot,
save_snapshot=True,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == query_id).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
static_dir = Path(self._temp_dir.name) / "empty-static"
static_dir.mkdir(exist_ok=True)
client = TestClient(create_app(static_dir=static_dir))
response = client.get(f"/api/v1/history/{record_id}")
self.assertEqual(response.status_code, 200)
payload = response.json()
self.assertEqual(payload["meta"]["current_price"], 300.0)
self.assertIsNone(payload["meta"]["change_pct"])
def test_history_detail_accepts_dict_raw_result(self) -> None:
"""_record_to_detail_dict should handle dict raw_result without json.loads errors."""
result = self._build_result()
result.model_used = "gemini/gemini-2.0-flash"
saved = self.db.save_analysis_history(
result=result,
query_id="query_005",
report_type="simple",
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == "query_005").first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
row.raw_result = {"model_used": "unknown", "extra": "v"}
service = HistoryService(self.db)
detail = service._record_to_detail_dict(row)
self.assertIsNotNone(detail)
self.assertIsInstance(detail.get("raw_result"), dict)
self.assertIsNone(detail.get("model_used"))
def test_history_detail_prefers_raw_sniper_strings(self) -> None:
"""History detail should display the original sniper point strings from raw_result."""
result = self._build_result()
result.dashboard = {
"battle_plan": {
"sniper_points": {
"ideal_buy": "理想买入点125.5元",
"secondary_buy": "120-121 元分批",
"stop_loss": "跌破 110 元止损",
"take_profit": "目标位150.0元",
}
}
}
saved = self.db.save_analysis_history(
result=result,
query_id="query_006",
report_type="simple",
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == "query_006").first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
service = HistoryService(self.db)
detail = service.get_history_detail_by_id(record_id)
self.assertIsNotNone(detail)
self.assertEqual(detail.get("ideal_buy"), "理想买入点125.5元")
self.assertEqual(detail.get("secondary_buy"), "120-121 元分批")
self.assertEqual(detail.get("stop_loss"), "跌破 110 元止损")
self.assertEqual(detail.get("take_profit"), "目标位150.0元")
def test_history_detail_falls_back_to_numeric_sniper_columns(self) -> None:
"""History detail should still fall back to stored numeric sniper columns when raw strings are unavailable."""
result = self._build_result()
saved = self.db.save_analysis_history(
result=result,
query_id="query_007",
report_type="simple",
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == "query_007").first()
if row is None:
self.fail("未找到保存的历史记录")
row.ideal_buy = 125.5
row.secondary_buy = 120.0
row.stop_loss = 110.0
row.take_profit = 150.0
row.raw_result = json.dumps({"model_used": "gemini/gemini-2.0-flash"})
session.commit()
self.assertEqual(row.id, saved)
record_id = row.id
service = HistoryService(self.db)
detail = service.get_history_detail_by_id(record_id)
self.assertIsNotNone(detail)
self.assertEqual(detail.get("ideal_buy"), "125.5")
self.assertEqual(detail.get("secondary_buy"), "120.0")
self.assertEqual(detail.get("stop_loss"), "110.0")
self.assertEqual(detail.get("take_profit"), "150.0")
def test_history_detail_uses_fundamental_snapshot_fallback_when_context_missing(self) -> None:
"""When context_snapshot is disabled, detail API should fallback to fundamental_snapshot."""
if get_history_detail is None:
self.skipTest("fastapi is not installed in this test environment")
result = self._build_result()
query_id = "query_fundamental_fallback_001"
saved = self.db.save_analysis_history(
result=result,
query_id=query_id,
report_type="simple",
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
self.db.save_fundamental_snapshot(
query_id=query_id,
code="600519",
payload={
"belong_boards": [{"name": "白酒", "type": "行业"}],
"boards": {
"data": {
"top": [{"name": "白酒", "change_pct": 2.6}],
"bottom": [],
}
},
"concept_boards": {
"data": {
"top": [{"name": "机器人概念", "change_pct": 4.2}],
"bottom": [],
}
},
"earnings": {
"data": {
"financial_report": {"report_date": "2025-12-31", "revenue": 1000},
"dividend": {"ttm_dividend_yield_pct": 2.6, "ttm_cash_dividend_per_share": 1.3},
}
}
},
)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == query_id).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertEqual(report.details.financial_report["report_date"], "2025-12-31")
self.assertEqual(report.details.dividend_metrics["ttm_dividend_yield_pct"], 2.6)
self.assertEqual(report.details.belong_boards, [{"name": "白酒", "type": "行业"}])
self.assertEqual(report.details.sector_rankings["top"][0]["name"], "白酒")
self.assertEqual(report.details.concept_rankings["top"][0]["name"], "机器人概念")
def test_history_detail_uses_raw_code_for_legacy_jp_kr_fundamental_snapshot(self) -> None:
"""Legacy bare JP/KR history rows should display suffixes but read snapshots by stored code."""
if get_history_detail is None:
self.skipTest("fastapi is not installed in this test environment")
result = self._build_result()
result.code = "005930"
result.name = "Samsung Electronics"
query_id = "query_kr_raw_fundamental_fallback"
saved = self.db.save_analysis_history(
result=result,
query_id=query_id,
report_type="simple",
news_content="news",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
self.db.save_fundamental_snapshot(
query_id=query_id,
code="005930",
payload={
"earnings": {
"data": {
"financial_report": {"report_date": "2025-12-31", "revenue": 1000},
"dividend": {"ttm_dividend_yield_pct": 2.6},
}
}
},
)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == query_id).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
with patch("src.services.history_service.resolve_index_stock_code", return_value="005930.KS"):
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertEqual(report.meta.stock_code, "005930.KS")
self.assertEqual(report.details.financial_report["report_date"], "2025-12-31")
self.assertEqual(report.details.dividend_metrics["ttm_dividend_yield_pct"], 2.6)
def test_history_detail_preserves_unavailable_board_rankings_state(self) -> None:
"""Failed board ranking blocks should remain unavailable in detail response."""
if get_history_detail is None:
self.skipTest("fastapi is not installed in this test environment")
query_id = "query_fundamental_failed_boards_001"
saved = self.db.save_analysis_history(
result=self._build_result(),
query_id=query_id,
report_type="simple",
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
fallback_fundamental = {
"belong_boards": [{"name": "白酒", "type": "行业"}],
"boards": {
"status": "failed",
"data": {},
},
}
saved_snapshot = self.db.save_fundamental_snapshot(
query_id=query_id,
code="600519",
payload=fallback_fundamental,
)
self.assertGreater(saved_snapshot, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == query_id).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertEqual(report.details.belong_boards, [{"name": "白酒", "type": "行业"}])
self.assertIsNone(report.details.sector_rankings)
def test_history_detail_returns_null_fundamental_fields_when_snapshot_absent(self) -> None:
"""Detail API should keep new fields nullable when no context/fundamental snapshot exists."""
if get_history_detail is None:
self.skipTest("fastapi is not installed in this test environment")
query_id = "query_fundamental_fallback_002"
saved = self.db.save_analysis_history(
result=self._build_result(),
query_id=query_id,
report_type="simple",
news_content="新闻摘要",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == query_id).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertIsNone(report.details.financial_report)
self.assertIsNone(report.details.dividend_metrics)
self.assertEqual(report.details.belong_boards, [])
self.assertIsNone(report.details.sector_rankings)
def test_history_detail_returns_empty_related_boards_for_non_cn(self) -> None:
if get_history_detail is None:
self.skipTest("fastapi is not installed in this test environment")
result = AnalysisResult(
code="AAPL",
name="Apple",
sentiment_score=65,
trend_prediction="Bullish",
operation_advice="Hold",
analysis_summary="US stock test",
)
query_id = "query_non_cn_board_001"
saved = self.db.save_analysis_history(
result=result,
query_id=query_id,
report_type="simple",
news_content="news",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == query_id).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertEqual(report.details.belong_boards, [])
self.assertIsNone(report.details.sector_rankings)
def test_history_detail_reads_agent_snapshot_related_boards_shape(self) -> None:
"""Agent-mode snapshots store fundamental_context/realtime_quote at the top level."""
if get_history_detail is None:
self.skipTest("fastapi is not installed in this test environment")
context_snapshot = {
"fundamental_context": {
"belong_boards": [{"name": "白酒", "type": "行业"}],
"boards": {
"data": {
"top": [{"name": "白酒", "change_pct": 2.8}],
"bottom": [],
}
},
},
"realtime_quote": {
"price": 1888.0,
"change_pct": 1.56,
},
}
query_id = "query_agent_snapshot_boards_001"
saved = self.db.save_analysis_history(
result=self._build_result(),
query_id=query_id,
report_type="simple",
news_content="新闻摘要",
context_snapshot=context_snapshot,
save_snapshot=True,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == query_id).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertEqual(report.meta.current_price, 1888.0)
self.assertEqual(report.meta.change_pct, 1.56)
self.assertEqual(report.details.belong_boards, [{"name": "白酒", "type": "行业"}])
self.assertEqual(report.details.sector_rankings["top"][0]["name"], "白酒")
def test_history_detail_returns_overview_and_sanitizes_snapshot(self) -> None:
"""History detail exposes the public overview separately from raw snapshot JSON."""
if get_history_detail is None:
self.skipTest("fastapi is not installed in this test environment")
overview = _analysis_context_pack_overview()
phase_summary = _market_phase_summary()
query_id = "query_context_pack_overview_001"
saved = self.db.save_analysis_history(
result=self._build_result(),
query_id=query_id,
report_type="simple",
news_content="新闻摘要",
context_snapshot={
"enhanced_context": {"code": "600519"},
"analysis_context_pack_overview": overview,
"market_phase_summary": {
**phase_summary,
"market_phase_context": {"raw": True},
},
},
save_snapshot=True,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == query_id).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertEqual(
report.details.analysis_context_pack_overview.metadata.trigger_source,
"api",
)
self.assertEqual(
report.details.analysis_context_pack_overview.data_quality.overall_score,
100,
)
self.assertIsNotNone(report.meta.market_phase_summary)
self.assertEqual(report.meta.market_phase_summary.phase, "intraday")
self.assertEqual(report.meta.market_phase_summary.minutes_to_close, 300)
self.assertEqual(report.details.analysis_context_pack_overview.metadata.news_result_count, 2)
self.assertNotIn(
"analysis_context_pack_overview",
report.details.context_snapshot,
)
self.assertNotIn(
"market_phase_summary",
report.details.context_snapshot,
)
def test_history_detail_handles_missing_overview_when_snapshot_disabled(self) -> None:
"""SAVE_CONTEXT_SNAPSHOT=false style records should not require an overview."""
if get_history_detail is None:
self.skipTest("fastapi is not installed in this test environment")
query_id = "query_context_pack_snapshot_disabled_001"
saved = self.db.save_analysis_history(
result=self._build_result(),
query_id=query_id,
report_type="simple",
news_content="新闻摘要",
context_snapshot={
"enhanced_context": {"code": "600519"},
"analysis_context_pack_overview": _analysis_context_pack_overview(),
},
save_snapshot=False,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == query_id).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
self.assertIsNone(row.context_snapshot)
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertIsNone(report.meta.market_phase_summary)
self.assertIsNone(report.details.analysis_context_pack_overview)
self.assertIsNone(report.details.context_snapshot)
def test_history_detail_restores_market_structure_from_raw_result_without_snapshot(self) -> None:
"""SAVE_CONTEXT_SNAPSHOT=false should still expose market_structure saved in raw_result."""
if get_history_detail is None:
self.skipTest("fastapi is not installed in this test environment")
market_structure = {
"schema_version": "market-structure-v1",
"status": "partial",
"market": "cn",
"market_theme_context": {
"schema_version": "market-theme-v1",
"status": "partial",
"market": "cn",
"active_themes": [{"name": "机器人概念"}],
},
"stock_market_position": {
"schema_version": "stock-market-position-v1",
"status": "partial",
"stock_code": "300024",
"market": "cn",
"primary_theme": {"name": "机器人概念"},
},
}
result = self._build_result()
result.market_structure_context = market_structure
query_id = "query_market_structure_snapshot_disabled_001"
saved = self.db.save_analysis_history(
result=result,
query_id=query_id,
report_type="simple",
news_content="新闻摘要",
context_snapshot={"market_structure_context": {"ignored": True}},
save_snapshot=False,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == query_id).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
self.assertIsNone(row.context_snapshot)
record_id = row.id
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertIsNone(report.details.context_snapshot)
self.assertEqual(
report.details.market_structure["market_theme_context"]["active_themes"][0]["name"],
"机器人概念",
)
self.assertEqual(
report.details.raw_result["market_structure_context"]["market_theme_context"]["active_themes"][0]["name"],
"机器人概念",
)
self.assertNotIn(
"raw_result",
report.details.raw_result,
)
def test_history_markdown_localizes_english_report_and_placeholder_name(self) -> None:
"""History markdown should preserve report_language for English reports."""
result = AnalysisResult(
code="AAPL",
name="股票AAPL",
sentiment_score=78,
trend_prediction="Bullish",
operation_advice="Buy",
analysis_summary="Momentum remains constructive.",
report_language="en",
dashboard={
"core_conclusion": {
"one_sentence": "Favor buying on pullbacks.",
"position_advice": {
"no_position": "Open a starter position.",
"has_position": "Hold and trail the stop.",
},
},
"intelligence": {
"risk_alerts": [],
},
"battle_plan": {
"sniper_points": {
"ideal_buy": "180-182",
"stop_loss": "172",
"take_profit": "195",
}
},
},
)
saved = self.db.save_analysis_history(
result=result,
query_id="query_english_markdown_001",
report_type="full",
news_content="news",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(
AnalysisHistory.query_id == "query_english_markdown_001"
).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
markdown = HistoryService(self.db).get_markdown_report(str(record_id))
self.assertIsNotNone(markdown)
self.assertIn("Stock Analysis Report", markdown)
self.assertIn("Core Conclusion", markdown)
self.assertIn("Unnamed Stock (AAPL)", markdown)
self.assertNotIn("核心结论", markdown)
def test_history_markdown_signal_metadata_uses_explicit_avoid_action(self) -> None:
result = AnalysisResult(
code="AAPL",
name="Apple",
sentiment_score=90,
trend_prediction="Bullish",
operation_advice="Hold",
analysis_summary="Risk remains elevated.",
report_language="en",
action="avoid",
action_label="Avoid",
)
markdown = HistoryService(self.db)._generate_single_stock_markdown(
result,
MagicMock(created_at=None),
)
self.assertIn("**🟡 Avoid** | Bullish", markdown)
self.assertNotIn("Strong Buy", markdown)
def test_history_markdown_returns_persisted_market_review_report(self) -> None:
"""Market review history should return the saved Markdown without rebuilding a stock report."""
result = AnalysisResult(
code="MARKET",
name="大盘复盘",
sentiment_score=50,
trend_prediction="大盘复盘",
operation_advice="查看复盘",
analysis_summary="今日大盘复盘",
raw_response="# 🎯 大盘复盘\n\n## 今日大盘\n\n复盘正文",
)
saved = self.db.save_analysis_history(
result=result,
query_id="market_review_query_001",
report_type="market_review",
news_content="## 今日大盘\n\n复盘正文",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(
AnalysisHistory.query_id == "market_review_query_001"
).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
markdown = HistoryService(self.db).get_markdown_report(str(record_id))
self.assertEqual(markdown, "# 🎯 大盘复盘\n\n## 今日大盘\n\n复盘正文")
def test_history_markdown_collapses_unavailable_chip_structure(self) -> None:
result = AnalysisResult(
code="600519",
name="贵州茅台",
sentiment_score=72,
trend_prediction="看多",
operation_advice="持有",
analysis_summary="稳健",
dashboard={
"data_perspective": {
"chip_structure": {
"profit_ratio": "数据缺失,无法判断",
"avg_cost": "数据缺失,无法判断",
"concentration": "数据缺失,无法判断",
"chip_health": "数据缺失,无法判断",
}
}
},
)
saved = self.db.save_analysis_history(
result=result,
query_id="query_chip_unavailable_001",
report_type="full",
news_content="news",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(
AnalysisHistory.query_id == "query_chip_unavailable_001"
).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
markdown = HistoryService(self.db).get_markdown_report(str(record_id))
self.assertIsNotNone(markdown)
self.assertIn("**筹码**: 筹码分布未启用或数据源暂不可用,未纳入筹码判断。", markdown)
self.assertEqual(markdown.count("数据缺失,无法判断"), 0)
def test_history_detail_returns_persisted_market_review_report(self) -> None:
"""Market review detail should surface the saved recap content for Web history clicks."""
if get_history_detail is None:
self.skipTest("fastapi is not installed in this test environment")
report_content = "# 🎯 大盘复盘\n\n## 今日大盘\n\n复盘正文"
result = AnalysisResult(
code="MARKET",
name="大盘复盘",
sentiment_score=50,
trend_prediction="大盘复盘",
operation_advice="查看复盘",
analysis_summary="今日大盘复盘",
raw_response=report_content,
)
saved = self.db.save_analysis_history(
result=result,
query_id="market_review_query_detail_001",
report_type="market_review",
news_content="## 今日大盘\n\n复盘正文",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(
AnalysisHistory.query_id == "market_review_query_detail_001"
).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertEqual(report.meta.report_type, "market_review")
self.assertEqual(report.summary.analysis_summary, report_content)
self.assertIsNone(report.summary.action)
self.assertIsNone(report.summary.action_label)
self.assertEqual(report.details.news_content, report_content)
def test_history_detail_localizes_english_summary_fields(self) -> None:
"""History detail should localize summary enums for English reports."""
if get_history_detail is None:
self.skipTest("fastapi is not installed in this test environment")
result = AnalysisResult(
code="AAPL",
name="股票AAPL",
sentiment_score=78,
trend_prediction="看多",
operation_advice="买入",
analysis_summary="Momentum remains constructive.",
report_language="en",
)
saved = self.db.save_analysis_history(
result=result,
query_id="query_english_detail_001",
report_type="full",
news_content="news",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(
AnalysisHistory.query_id == "query_english_detail_001"
).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertEqual(report.meta.report_language, "en")
self.assertEqual(report.meta.stock_name, "Unnamed Stock")
self.assertEqual(report.summary.operation_advice, "Buy")
self.assertEqual(report.summary.action, "buy")
self.assertEqual(report.summary.action_label, "Buy")
self.assertEqual(report.summary.trend_prediction, "Bullish")
self.assertEqual(report.summary.sentiment_label, "Bullish")
def test_history_markdown_uses_safe_bias_emoji_for_english_status(self) -> None:
"""English bias status should keep the correct non-risk emoji in markdown."""
result = AnalysisResult(
code="AAPL",
name="股票AAPL",
sentiment_score=80,
trend_prediction="Bullish",
operation_advice="Buy",
analysis_summary="Momentum remains constructive.",
report_language="en",
dashboard={
"data_perspective": {
"price_position": {
"current_price": 190.5,
"ma5": 188.0,
"ma10": 184.5,
"ma20": 179.2,
"bias_ma5": 1.33,
"bias_status": "Safe",
"support_level": 184.5,
"resistance_level": 195.0,
}
}
},
)
saved = self.db.save_analysis_history(
result=result,
query_id="query_english_markdown_bias_001",
report_type="full",
news_content="news",
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(saved, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(
AnalysisHistory.query_id == "query_english_markdown_bias_001"
).first()
if row is None:
self.fail("未找到保存的历史记录")
self.assertEqual(row.id, saved)
record_id = row.id
markdown = HistoryService(self.db).get_markdown_report(str(record_id))
self.assertIsNotNone(markdown)
self.assertIn("✅Safe", markdown)
self.assertNotIn("🚨Safe", markdown)
def test_delete_analysis_history_records_also_cleans_backtests_and_decision_signals(self) -> None:
"""删除历史记录时应一并清理关联回测结果和决策信号。"""
record_id = self._save_history("query_delete_001")
linked_signal_id = None
with self.db.session_scope() as session:
session.add(BacktestResult(
analysis_history_id=record_id,
code="600519",
analysis_date=None,
eval_window_days=10,
engine_version="v1",
eval_status="pending",
))
linked_signal = DecisionSignalRecord(
stock_code="600519",
stock_name="贵州茅台",
market="cn",
source_type="analysis",
source_report_id=record_id,
trace_id="trace-delete-linked",
market_phase="intraday",
trigger_source="api",
action="buy",
action_label="买入",
reason="linked",
plan_quality="minimal",
status="active",
)
session.add(linked_signal)
session.flush()
linked_signal_id = linked_signal.id
session.add(DecisionSignalOutcomeRecord(
signal_id=linked_signal_id,
horizon="3d",
engine_version="decision-signal-v1",
eval_status="completed",
outcome="hit",
action="buy",
market="cn",
source_type="analysis",
plan_quality="minimal",
holding_state="holding",
))
session.add(DecisionSignalFeedbackRecord(
signal_id=linked_signal_id,
feedback_value="useful",
source="api",
))
session.add(DecisionSignalRecord(
stock_code="000001",
stock_name="平安银行",
market="cn",
source_type="analysis",
source_report_id=record_id + 999,
trace_id="trace-delete-unrelated",
market_phase="intraday",
trigger_source="api",
action="watch",
action_label="观望",
reason="unrelated",
plan_quality="minimal",
status="active",
))
deleted = self.db.delete_analysis_history_records([record_id])
self.assertEqual(deleted, 1)
with self.db.get_session() as session:
self.assertIsNone(session.query(AnalysisHistory).filter(AnalysisHistory.id == record_id).first())
self.assertEqual(
session.query(BacktestResult).filter(BacktestResult.analysis_history_id == record_id).count(),
0,
)
self.assertEqual(
session.query(DecisionSignalRecord).filter(DecisionSignalRecord.source_report_id == record_id).count(),
0,
)
self.assertEqual(
session.query(DecisionSignalOutcomeRecord).filter(
DecisionSignalOutcomeRecord.signal_id == linked_signal_id
).count(),
0,
)
self.assertEqual(
session.query(DecisionSignalFeedbackRecord).filter(
DecisionSignalFeedbackRecord.signal_id == linked_signal_id
).count(),
0,
)
self.assertEqual(
session.query(DecisionSignalRecord).filter(DecisionSignalRecord.trace_id == "trace-delete-unrelated").count(),
1,
)
def test_delete_analysis_history_records_keeps_signals_for_nonexistent_history_id(self) -> None:
"""不存在的历史 ID 不应触发弱关联 DecisionSignal 清理。"""
missing_id = 987654321
with self.db.session_scope() as session:
session.add(DecisionSignalRecord(
stock_code="600519",
stock_name="贵州茅台",
market="cn",
source_type="manual",
source_report_id=missing_id,
trace_id="trace-delete-missing-history",
market_phase="intraday",
trigger_source="api",
action="watch",
action_label="观望",
reason="manual signal with unverified report id",
plan_quality="minimal",
status="active",
))
deleted = self.db.delete_analysis_history_records([missing_id])
self.assertEqual(deleted, 0)
with self.db.get_session() as session:
self.assertEqual(
session.query(DecisionSignalRecord).filter(
DecisionSignalRecord.trace_id == "trace-delete-missing-history"
).count(),
1,
)
def test_delete_analysis_history_records_keeps_manual_signal_with_same_report_id(self) -> None:
"""source_report_id 是弱引用,真实 history 删除不应误删 manual/pre-report 信号。"""
record_id = self._save_history("query_delete_manual_collision")
with self.db.session_scope() as session:
session.add(DecisionSignalRecord(
stock_code="600519",
stock_name="贵州茅台",
market="cn",
source_type="analysis",
source_report_id=record_id,
trace_id="trace-delete-analysis-bound",
market_phase="intraday",
trigger_source="api",
action="buy",
action_label="买入",
reason="history-bound signal",
plan_quality="minimal",
status="active",
))
session.add(DecisionSignalRecord(
stock_code="600519",
stock_name="贵州茅台",
market="cn",
source_type="manual",
source_report_id=record_id,
trace_id="trace-delete-manual-weak-ref",
market_phase="intraday",
trigger_source="api",
action="watch",
action_label="观望",
reason="manual signal with caller-supplied report id",
plan_quality="minimal",
status="active",
))
deleted = self.db.delete_analysis_history_records([record_id])
self.assertEqual(deleted, 1)
with self.db.get_session() as session:
self.assertEqual(
session.query(DecisionSignalRecord).filter(
DecisionSignalRecord.trace_id == "trace-delete-analysis-bound"
).count(),
0,
)
self.assertEqual(
session.query(DecisionSignalRecord).filter(
DecisionSignalRecord.trace_id == "trace-delete-manual-weak-ref"
).count(),
1,
)
def test_delete_analysis_history_records_cleans_only_existing_ids_in_mixed_batch(self) -> None:
"""混合存在/不存在 ID 时,只清理实际存在历史记录的关联数据。"""
record_id = self._save_history("query_delete_mixed")
missing_id = record_id + 987654
with self.db.session_scope() as session:
session.add(BacktestResult(
analysis_history_id=record_id,
code="600519",
analysis_date=None,
eval_window_days=10,
engine_version="v1",
eval_status="pending",
))
session.add(DecisionSignalRecord(
stock_code="600519",
stock_name="贵州茅台",
market="cn",
source_type="analysis",
source_report_id=record_id,
trace_id="trace-delete-mixed-linked",
market_phase="intraday",
trigger_source="api",
action="buy",
action_label="买入",
reason="linked",
plan_quality="minimal",
status="active",
))
session.add(DecisionSignalRecord(
stock_code="000001",
stock_name="平安银行",
market="cn",
source_type="manual",
source_report_id=missing_id,
trace_id="trace-delete-mixed-missing",
market_phase="intraday",
trigger_source="api",
action="watch",
action_label="观望",
reason="weak report id collision",
plan_quality="minimal",
status="active",
))
deleted = self.db.delete_analysis_history_records([record_id, missing_id])
self.assertEqual(deleted, 1)
with self.db.get_session() as session:
self.assertIsNone(session.query(AnalysisHistory).filter(AnalysisHistory.id == record_id).first())
self.assertEqual(
session.query(BacktestResult).filter(BacktestResult.analysis_history_id == record_id).count(),
0,
)
self.assertEqual(
session.query(DecisionSignalRecord).filter(
DecisionSignalRecord.trace_id == "trace-delete-mixed-linked"
).count(),
0,
)
self.assertEqual(
session.query(DecisionSignalRecord).filter(
DecisionSignalRecord.trace_id == "trace-delete-mixed-missing"
).count(),
1,
)
@patch("src.auth.is_auth_enabled", return_value=False)
def test_delete_history_api_deletes_selected_records(self, mock_auth) -> None:
"""DELETE /api/v1/history should remove only the requested records."""
if TestClient is None or create_app is None:
self.skipTest("fastapi is not installed in this test environment")
record_id_1 = self._save_history("query_delete_api_001")
record_id_2 = self._save_history("query_delete_api_002")
static_dir = Path(self._temp_dir.name) / "empty-static"
static_dir.mkdir(exist_ok=True)
client = TestClient(create_app(static_dir=static_dir))
response = client.request(
"DELETE",
"/api/v1/history",
json={"record_ids": [record_id_1]},
)
self.assertEqual(response.status_code, 200)
self.assertEqual(response.json().get("deleted"), 1)
with self.db.get_session() as session:
self.assertIsNone(session.query(AnalysisHistory).filter(AnalysisHistory.id == record_id_1).first())
self.assertIsNotNone(session.query(AnalysisHistory).filter(AnalysisHistory.id == record_id_2).first())
class HistoryItemSchemaNegativeSentimentTest(unittest.TestCase):
"""Regression: HistoryItem / ReportSummary must accept out-of-range sentiment_score from DB rows."""
@classmethod
def setUpClass(cls) -> None:
"""Import schema classes once for all tests, skipping gracefully when deps are missing."""
try:
from api.v1.schemas.history import HistoryItem, ReportSummary # type: ignore
except ModuleNotFoundError:
cls.HistoryItem = None
cls.ReportSummary = None
else:
cls.HistoryItem = HistoryItem
cls.ReportSummary = ReportSummary
def test_negative_sentiment_score_does_not_raise(self) -> None:
"""Bug #942: sentiment_score=-22 in DB should not cause Pydantic ValidationError."""
if self.HistoryItem is None:
self.skipTest("fastapi / pydantic not installed in this test environment")
item = self.HistoryItem(query_id="q1", stock_code="600519", sentiment_score=-22)
self.assertEqual(item.sentiment_score, -22)
def test_out_of_range_high_sentiment_score_does_not_raise(self) -> None:
"""HistoryItem should also accept scores above 100 from legacy data."""
if self.HistoryItem is None:
self.skipTest("fastapi / pydantic not installed in this test environment")
item = self.HistoryItem(query_id="q2", stock_code="600519", sentiment_score=150)
self.assertEqual(item.sentiment_score, 150)
def test_none_sentiment_score_is_allowed(self) -> None:
"""HistoryItem.sentiment_score=None should still be valid (optional field)."""
if self.HistoryItem is None:
self.skipTest("fastapi / pydantic not installed in this test environment")
item = self.HistoryItem(query_id="q3", stock_code="600519", sentiment_score=None)
self.assertIsNone(item.sentiment_score)
def test_report_summary_negative_sentiment_score_does_not_raise(self) -> None:
"""ReportSummary.sentiment_score should also accept negative values from legacy DB rows."""
if self.ReportSummary is None:
self.skipTest("fastapi / pydantic not installed in this test environment")
summary = self.ReportSummary(sentiment_score=-22)
self.assertEqual(summary.sentiment_score, -22)
def test_report_summary_out_of_range_high_sentiment_score_does_not_raise(self) -> None:
"""ReportSummary.sentiment_score should also accept scores above 100 from legacy data."""
if self.ReportSummary is None:
self.skipTest("fastapi / pydantic not installed in this test environment")
summary = self.ReportSummary(sentiment_score=150)
self.assertEqual(summary.sentiment_score, 150)
def test_report_summary_none_sentiment_score_is_allowed(self) -> None:
"""ReportSummary.sentiment_score=None should still be valid (optional field)."""
if self.ReportSummary is None:
self.skipTest("fastapi / pydantic not installed in this test environment")
summary = self.ReportSummary(sentiment_score=None)
self.assertIsNone(summary.sentiment_score)
if __name__ == "__main__":
unittest.main()