evotraders/backend/tests/test_gateway_support_modules.py

# -*- coding: utf-8 -*-
"""Direct tests for Gateway support modules."""

from types import SimpleNamespace

import pytest

from backend.core.state_sync import StateSync
from backend.services import gateway_cycle_support, gateway_runtime_support


class _DummyScheduler:
    def __init__(self):
        self.calls = []

    def reconfigure(self, **kwargs):
        self.calls.append(kwargs)


class _DummyStateSync:
    def __init__(self):
        self.updated = []
        self.saved = False
        self.system_messages = []
        self.backtest_dates = []
        self.state = {}

    def update_state(self, key, value):
        self.updated.append((key, value))
        self.state[key] = value

    def save_state(self):
        self.saved = True

    async def on_system_message(self, message):
        self.system_messages.append(message)

    def set_backtest_dates(self, dates):
        self.backtest_dates = list(dates)


class _DummyStorage:
    def __init__(self):
        self.initial_cash = 100000.0
        self.is_live_session_active = False
        self.server_state_updates = []
        self.max_feed_history = 200
        self.runtime_db = SimpleNamespace(
            get_recent_feed_events=lambda limit=200: [],
            get_last_day_feed_events=lambda current_date=None, limit=200: [],
        )
        self._persisted_server_state = {}

    def can_apply_initial_cash(self):
        return True

    def apply_initial_cash(self, value):
        self.initial_cash = value
        return True

    def update_server_state_from_dashboard(self, state):
        self.server_state_updates.append(state)

    def read_persisted_server_state(self):
        return dict(self._persisted_server_state)

    def load_file(self, name):
        if name == "summary":
            return {"totalAssetValue": self.initial_cash}
        return []

    def build_dashboard_snapshot_from_state(self, state):
        return {
            "summary": {"totalAssetValue": self.initial_cash},
            "holdings": [],
            "stats": {},
            "trades": [],
            "leaderboard": [],
        }


class _DummyPM:
    def __init__(self):
        self.portfolio = {"margin_requirement": 0.0}

    def apply_runtime_portfolio_config(self, margin_requirement=None, initial_cash=None):
        if margin_requirement is not None:
            self.portfolio["margin_requirement"] = margin_requirement
        return {"margin_requirement": True}

    def can_apply_initial_cash(self):
        return True


class _DummyMarketService:
    def __init__(self):
        self.updated = None
        self.stopped = False

    def update_tickers(self, tickers):
        self.updated = list(tickers)
        return {"active": list(tickers), "added": list(tickers), "removed": []}

    def stop(self):
        self.stopped = True


def make_gateway_stub():
    pipeline = SimpleNamespace(max_comm_cycles=0, pm=_DummyPM())
    gateway = SimpleNamespace(
        market_service=_DummyMarketService(),
        pipeline=pipeline,
        scheduler=_DummyScheduler(),
        config={
            "tickers": ["AAPL"],
            "schedule_mode": "daily",
            "interval_minutes": 60,
            "trigger_time": "09:30",
            "enable_memory": False,
        },
        storage=_DummyStorage(),
        state_sync=_DummyStateSync(),
        _watchlist_ingest_task=None,
        _market_status_task=None,
        _backtest_task=None,
        _backtest_start_date=None,
        _backtest_end_date=None,
        _manual_cycle_task=None,
    )
    return gateway


def test_normalize_watchlist_filters_invalid_and_dedupes():
    assert gateway_runtime_support.normalize_watchlist(["aapl", " AAPL ", "", "msft"]) == ["AAPL", "MSFT"]
    assert gateway_runtime_support.normalize_watchlist("aapl,msft") == ["AAPL", "MSFT"]


def test_normalize_agent_workspace_filename_obeys_allowlist():
    allowlist = {"SOUL.md", "PROFILE.md"}
    assert gateway_runtime_support.normalize_agent_workspace_filename("SOUL.md", allowlist=allowlist) == "SOUL.md"
    assert gateway_runtime_support.normalize_agent_workspace_filename("README.md", allowlist=allowlist) is None


def test_apply_runtime_config_updates_gateway_state():
    gateway = make_gateway_stub()

    result = gateway_runtime_support.apply_runtime_config(
        gateway,
        {
            "tickers": ["MSFT", "NVDA"],
            "schedule_mode": "intraday",
            "interval_minutes": 30,
            "trigger_time": "10:30",
            "initial_cash": 150000.0,
            "margin_requirement": 0.5,
            "max_comm_cycles": 4,
            "enable_memory": False,
        },
    )

    assert gateway.config["tickers"] == ["MSFT", "NVDA"]
    assert gateway.config["schedule_mode"] == "intraday"
    assert gateway.storage.initial_cash == 150000.0
    assert result["runtime_config_applied"]["max_comm_cycles"] == 4
    assert gateway.scheduler.calls[-1] == {
        "mode": "intraday",
        "trigger_time": "10:30",
        "interval_minutes": 30,
    }


def test_schedule_watchlist_market_store_refresh_creates_task(monkeypatch):
    gateway = make_gateway_stub()
    captured = {}

    class DummyTask:
        def done(self):
            return False

        def cancel(self):
            captured["cancelled"] = True

    def fake_create_task(coro):
        captured["name"] = coro.cr_code.co_name
        coro.close()
        return DummyTask()

    monkeypatch.setattr(gateway_cycle_support.asyncio, "create_task", fake_create_task)

    gateway_cycle_support.schedule_watchlist_market_store_refresh(gateway, ["AAPL", "MSFT"])

    assert captured["name"] == "refresh_market_store_for_watchlist"


@pytest.mark.asyncio
async def test_refresh_market_store_for_watchlist_emits_system_messages(monkeypatch):
    gateway = make_gateway_stub()

    monkeypatch.setattr(
        gateway_cycle_support,
        "ingest_symbols",
        lambda symbols, mode="incremental": [
            {"symbol": symbol, "prices": 3, "news": 4}
            for symbol in symbols
        ],
    )

    await gateway_cycle_support.refresh_market_store_for_watchlist(gateway, ["AAPL", "MSFT"])

    assert gateway.state_sync.system_messages[0] == "正在同步自选股市场数据: AAPL, MSFT"
    assert "自选股市场数据已同步:" in gateway.state_sync.system_messages[1]


def test_initial_state_payload_prefers_dashboard_snapshot_for_top_level_views():
    storage = _DummyStorage()
    sync = StateSync(storage=storage)
    sync._state = {
        "holdings": [],
        "trades": [],
        "stats": {},
        "leaderboard": [],
        "portfolio": {"total_value": 100000.0},
    }

    payload = sync.get_initial_state_payload(include_dashboard=True)

    assert payload["holdings"] == []
    assert payload["trades"] == []
    assert payload["stats"] == {}
    assert payload["leaderboard"] == []
    assert payload["dashboard"]["summary"]["totalAssetValue"] == 100000.0


def test_initial_state_payload_uses_dashboard_snapshot_for_sparse_runtime_state():
    class SnapshotStorage(_DummyStorage):
        def build_dashboard_snapshot_from_state(self, state):
            return {
                "summary": {"totalAssetValue": 123456.0},
                "holdings": [{"ticker": "AAPL"}],
                "stats": {"totalTrades": 3},
                "trades": [{"ticker": "AAPL"}],
                "leaderboard": [{"agentId": "technical_analyst"}],
            }

    sync = StateSync(storage=SnapshotStorage())
    sync._state = {
        "holdings": [],
        "trades": [],
        "stats": {},
        "leaderboard": [],
    }

    payload = sync.get_initial_state_payload(include_dashboard=True)

    assert payload["holdings"][0]["ticker"] == "AAPL"
    assert payload["trades"][0]["ticker"] == "AAPL"
    assert payload["stats"]["totalTrades"] == 3
    assert payload["leaderboard"][0]["agentId"] == "technical_analyst"


def test_initial_state_payload_falls_back_to_persisted_portfolio():
    storage = _DummyStorage()
    storage._persisted_server_state = {
        "portfolio": {
            "total_value": 123456.0,
            "pnl_percent": 12.34,
            "equity": [{"t": 1, "v": 123456.0}],
        }
    }
    sync = StateSync(storage=storage)
    sync._state = {
        "portfolio": {},
    }

    payload = sync.get_initial_state_payload(include_dashboard=True)

    assert payload["portfolio"]["total_value"] == 123456.0
    assert payload["portfolio"]["pnl_percent"] == 12.34