mirror of
https://github.com/ZhuLinsen/daily_stock_analysis
synced 2026-09-20 10:53:33 +08:00
339 lines
12 KiB
Python
339 lines
12 KiB
Python
# -*- coding: utf-8 -*-
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"""
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===================================
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Report Engine - Report renderer tests
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===================================
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Tests for Jinja2 report rendering and fallback behavior.
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"""
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import sys
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import unittest
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from unittest.mock import MagicMock, patch
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try:
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import litellm # noqa: F401
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except ModuleNotFoundError:
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sys.modules["litellm"] = MagicMock()
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from src.analyzer import AnalysisResult
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from src.services.report_renderer import render
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def _make_result(
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code: str = "600519",
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name: str = "贵州茅台",
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sentiment_score: int = 72,
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operation_advice: str = "持有",
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analysis_summary: str = "稳健",
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decision_type: str = "hold",
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dashboard: dict = None,
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report_language: str = "zh",
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model_used: str = None,
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) -> AnalysisResult:
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if dashboard is None:
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dashboard = {
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"core_conclusion": {"one_sentence": "持有观望"},
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"intelligence": {"risk_alerts": []},
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"battle_plan": {"sniper_points": {"stop_loss": "110"}},
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}
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return AnalysisResult(
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code=code,
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name=name,
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trend_prediction="看多",
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sentiment_score=sentiment_score,
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operation_advice=operation_advice,
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analysis_summary=analysis_summary,
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decision_type=decision_type,
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dashboard=dashboard,
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report_language=report_language,
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model_used=model_used,
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)
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def _make_renderer_config(show_llm_model: bool = True) -> MagicMock:
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config = MagicMock()
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config.report_templates_dir = "templates"
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config.report_language = "zh"
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config.report_show_llm_model = show_llm_model
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return config
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def _with_decision_signal_summary(result: AnalysisResult) -> AnalysisResult:
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result.decision_signal_summary = {
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"action": "sell",
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"action_label": "卖出",
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"horizon": "1d",
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"reason": "技术面走弱",
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}
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return result
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class TestReportRenderer(unittest.TestCase):
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"""Report renderer tests."""
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def test_render_markdown_summary_only(self) -> None:
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"""Markdown platform renders with summary_only."""
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r = _make_result()
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out = render("markdown", [r], summary_only=True)
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self.assertIsNotNone(out)
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self.assertIn("决策仪表盘", out)
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self.assertIn("贵州茅台", out)
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self.assertIn("持有", out)
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def test_render_markdown_full(self) -> None:
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"""Markdown platform renders full report."""
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r = _make_result()
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out = render("markdown", [r], summary_only=False)
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self.assertIsNotNone(out)
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self.assertIn("核心结论", out)
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self.assertIn("作战计划", out)
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self.assertNotIn("盘中决策护栏", out)
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def test_render_markdown_includes_decision_signal_excerpt(self) -> None:
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"""Markdown summary and full templates include DecisionSignal excerpts."""
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for summary_only in (True, False):
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r = _with_decision_signal_summary(_make_result())
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out = render("markdown", [r], summary_only=summary_only)
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self.assertIsNotNone(out)
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self.assertIn("AI 决策信号", out)
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self.assertIn("动作: 卖出", out)
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self.assertIn("周期: 1d", out)
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self.assertIn("理由: 技术面走弱", out)
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def test_render_markdown_phase_decision_section(self) -> None:
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"""Markdown renders phase_decision when present."""
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r = _make_result(
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dashboard={
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"core_conclusion": {"one_sentence": "等待确认"},
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"intelligence": {"risk_alerts": []},
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"phase_decision": {
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"action_window": "盘中跟踪",
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"immediate_action": "等待确认",
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"watch_conditions": ["放量突破"],
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"next_check_time": "14:30",
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"confidence_reason": "数据质量可用",
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"data_limitations": ["quote: stale"],
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},
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"battle_plan": {"sniper_points": {"stop_loss": "110"}},
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}
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)
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out = render("markdown", [r], summary_only=False)
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self.assertIsNotNone(out)
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self.assertIn("盘中决策护栏", out)
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self.assertIn("盘中跟踪", out)
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self.assertIn("放量突破", out)
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self.assertIn("quote: stale", out)
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def test_render_markdown_skips_context_only_phase_decision_shape(self) -> None:
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"""Markdown skips mechanically shaped phase_decision without actionable content."""
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r = _make_result(
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dashboard={
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"core_conclusion": {"one_sentence": "持有观望"},
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"intelligence": {"risk_alerts": []},
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"phase_decision": {
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"phase_context": {"phase": "intraday", "market": "cn"},
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"action_window": None,
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"immediate_action": None,
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"watch_conditions": [],
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"next_check_time": None,
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"confidence_reason": None,
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"data_limitations": [],
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},
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"battle_plan": {"sniper_points": {"stop_loss": "110"}},
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}
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)
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out = render("markdown", [r], summary_only=False)
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self.assertIsNotNone(out)
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self.assertNotIn("盘中决策护栏", out)
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def test_render_wechat(self) -> None:
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"""Wechat platform renders."""
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r = _make_result()
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out = render("wechat", [r])
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self.assertIsNotNone(out)
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self.assertIn("贵州茅台", out)
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def test_render_wechat_includes_decision_signal_excerpt(self) -> None:
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"""Wechat summary and full templates include DecisionSignal excerpts."""
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for summary_only in (True, False):
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r = _with_decision_signal_summary(_make_result())
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out = render("wechat", [r], summary_only=summary_only)
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self.assertIsNotNone(out)
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self.assertIn("AI 决策信号", out)
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self.assertIn("动作: 卖出", out)
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self.assertIn("周期: 1d", out)
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self.assertIn("理由: 技术面走弱", out)
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def test_render_brief(self) -> None:
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"""Brief platform renders 3-5 sentence summary."""
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r = _make_result()
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out = render("brief", [r])
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self.assertIsNotNone(out)
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self.assertIn("决策简报", out)
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self.assertIn("贵州茅台", out)
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def test_render_brief_respects_model_visibility_toggle(self) -> None:
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r = _make_result(model_used="gemini/gemini-2.5-flash")
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with patch("src.services.report_renderer.get_config", return_value=_make_renderer_config(True)):
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visible = render("brief", [r])
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with patch("src.services.report_renderer.get_config", return_value=_make_renderer_config(False)):
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hidden = render("brief", [r])
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self.assertIsNotNone(visible)
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self.assertIsNotNone(hidden)
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self.assertIn("分析模型: gemini/gemini-2.5-flash", visible)
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self.assertNotIn("分析模型", hidden)
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self.assertNotIn("gemini/gemini-2.5-flash", hidden)
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def test_render_templates_show_compact_market_status_only(self) -> None:
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r = _make_result()
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r.market_phase_summary = {
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"phase": "intraday",
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"market": "cn",
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"trigger_source": "api",
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"is_partial_bar": True,
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}
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r.analysis_context_pack_overview = {
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"data_quality": {
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"level": "limited",
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"limitations": ["quote: stale", "news: missing", "technical: fallback"],
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}
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}
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r.raw_response = "raw context pack should not appear"
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out = render("brief", [r])
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self.assertIsNotNone(out)
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self.assertIn("市场状态：A股 · 盘中", out)
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self.assertNotIn("阶段：intraday", out)
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self.assertNotIn("盘中数据提示", out)
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self.assertNotIn("数据质量: limited", out)
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self.assertNotIn("限制: quote: stale", out)
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self.assertNotIn("限制: news: missing", out)
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self.assertNotIn("technical: fallback", out)
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self.assertNotIn("raw context pack", out)
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def test_render_templates_skip_phase_pack_excerpt_when_summary_missing(self) -> None:
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r = _make_result()
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out = render("brief", [r])
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self.assertIsNotNone(out)
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self.assertNotIn("摘要来源", out)
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self.assertNotIn("evaluator snapshot", out)
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def test_render_market_status_preserves_input_order(self) -> None:
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cn = _make_result(
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code="600519",
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name="贵州茅台",
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sentiment_score=60,
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)
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cn.market_phase_summary = {"market": "cn", "phase": "postmarket"}
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us = _make_result(
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code="AAPL",
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name="Apple",
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sentiment_score=90,
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)
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us.market_phase_summary = {"market": "us", "phase": "premarket"}
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out = render("markdown", [cn, us], summary_only=True)
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self.assertIsNotNone(out)
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self.assertIn("市场状态：A股 · 盘后", out)
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self.assertNotIn("市场状态：美股 · 盘前", out)
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def test_render_markdown_footer_uses_consistent_separator(self) -> None:
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r = _make_result(model_used="gemini/gemini-2.5-flash")
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with patch("src.services.report_renderer.get_config", return_value=_make_renderer_config(True)):
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out = render("markdown", [r], summary_only=True)
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self.assertIsNotNone(out)
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self.assertIn("报告生成时间：", out)
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self.assertIn("分析模型：gemini/gemini-2.5-flash", out)
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self.assertNotIn("分析模型: gemini/gemini-2.5-flash", out)
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def test_render_markdown_in_english(self) -> None:
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"""Markdown renderer switches headings and summary labels for English reports."""
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r = _make_result(
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name="Kweichow Moutai",
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operation_advice="Buy",
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analysis_summary="Momentum remains constructive.",
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report_language="en",
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)
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out = render("markdown", [r], summary_only=True)
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self.assertIsNotNone(out)
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self.assertIn("Decision Dashboard", out)
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self.assertIn("Summary", out)
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self.assertIn("Buy", out)
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def test_render_markdown_market_snapshot_uses_template_context(self) -> None:
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"""Market snapshot macro should render localized labels with template context."""
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r = _make_result(
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code="AAPL",
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name="Apple",
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operation_advice="Buy",
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report_language="en",
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)
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r.market_snapshot = {
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"close": "180.10",
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"prev_close": "178.25",
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"open": "179.00",
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"high": "181.20",
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"low": "177.80",
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"pct_chg": "+1.04%",
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"change_amount": "1.85",
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"amplitude": "1.91%",
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"volume": "1200000",
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"amount": "215000000",
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"price": "180.35",
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"volume_ratio": "1.2",
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"turnover_rate": "0.8%",
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"source": "polygon",
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}
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out = render("markdown", [r], summary_only=False)
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self.assertIsNotNone(out)
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self.assertIn("Market Snapshot", out)
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self.assertIn("Volume Ratio", out)
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def test_render_markdown_collapses_unavailable_chip_structure(self) -> None:
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r = _make_result(
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dashboard={
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"core_conclusion": {"one_sentence": "持有观望"},
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"data_perspective": {
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"chip_structure": {
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"profit_ratio": "数据缺失，无法判断",
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"avg_cost": "数据缺失，无法判断",
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"concentration": "数据缺失，无法判断",
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"chip_health": "数据缺失，无法判断",
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}
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},
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}
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)
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out = render("markdown", [r], summary_only=False)
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self.assertIsNotNone(out)
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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。", out)
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self.assertEqual(out.count("数据缺失，无法判断"), 0)
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def test_render_unknown_platform_returns_none(self) -> None:
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"""Unknown platform returns None (caller fallback)."""
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r = _make_result()
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out = render("unknown_platform", [r])
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self.assertIsNone(out)
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def test_render_empty_results_returns_content(self) -> None:
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"""Empty results still produces header."""
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out = render("markdown", [], summary_only=True)
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self.assertIsNotNone(out)
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self.assertIn("0", out)
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