test: add comprehensive test suite for v0.3.0 on-demand price downloads

Add 64 new tests covering date utilities, price data management, and
on-demand download workflows with 100% coverage for date_utils and 85%
coverage for price_data_manager.

New test files:
- tests/unit/test_date_utils.py (22 tests)
  * Date range expansion and validation
  * Max simulation days configuration
  * Chronological ordering and boundary checks
  * 100% coverage of api/date_utils.py

- tests/unit/test_price_data_manager.py (33 tests)
  * Initialization and configuration
  * Symbol date retrieval and coverage detection
  * Priority-based download ordering
  * Rate limit and error handling
  * Data storage and coverage tracking
  * 85% coverage of api/price_data_manager.py

- tests/integration/test_on_demand_downloads.py (10 tests)
  * End-to-end download workflows
  * Rate limit handling with graceful degradation
  * Coverage tracking and gap detection
  * Data validation and filtering

Code improvements:
- Add DownloadError exception class for non-rate-limit failures
- Update all ValueError raises to DownloadError for consistency
- Add API key validation at download start
- Improve response validation to check for Meta Data

Test coverage:
- 64 tests passing (54 unit + 10 integration)
- api/date_utils.py: 100% coverage
- api/price_data_manager.py: 85% coverage
- Validates priority-first download strategy
- Confirms graceful rate limit handling
- Verifies database storage and retrieval

Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
2025-10-31 17:13:03 -04:00
parent 1bfcdd78b8
commit c3ea358a12
4 changed files with 1191 additions and 8 deletions

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@@ -28,6 +28,11 @@ class RateLimitError(Exception):
pass
class DownloadError(Exception):
"""Raised when download fails for non-rate-limit reasons."""
pass
class PriceDataManager:
"""
Manages price data availability, downloads, and coverage tracking.
@@ -327,8 +332,10 @@ class PriceDataManager:
Raises:
RateLimitError: If rate limit is hit
ValueError: If download fails after retries
DownloadError: If download fails after retries
"""
if not self.api_key:
raise DownloadError("API key not configured")
for attempt in range(retries):
try:
response = requests.get(
@@ -347,7 +354,7 @@ class PriceDataManager:
# Check for API error messages
if "Error Message" in data:
raise ValueError(f"API error: {data['Error Message']}")
raise DownloadError(f"API error: {data['Error Message']}")
# Check for rate limit in response body
if "Note" in data:
@@ -363,8 +370,8 @@ class PriceDataManager:
raise RateLimitError(info)
# Validate response has time series data
if "Time Series (Daily)" not in data:
raise ValueError(f"No time series data in response for {symbol}")
if "Time Series (Daily)" not in data or "Meta Data" not in data:
raise DownloadError(f"Invalid response format for {symbol}")
return data
@@ -378,21 +385,23 @@ class PriceDataManager:
logger.warning(f"Server error {response.status_code}. Retrying in {wait_time}s...")
time.sleep(wait_time)
continue
raise ValueError(f"Server error: {response.status_code}")
raise DownloadError(f"Server error: {response.status_code}")
else:
raise ValueError(f"HTTP {response.status_code}: {response.text[:200]}")
raise DownloadError(f"HTTP {response.status_code}: {response.text[:200]}")
except RateLimitError:
raise # Don't retry rate limits
except DownloadError:
raise # Don't retry download errors
except requests.RequestException as e:
if attempt < retries - 1:
logger.warning(f"Request failed: {e}. Retrying...")
time.sleep(2)
continue
raise ValueError(f"Request failed after {retries} attempts: {e}")
raise DownloadError(f"Request failed after {retries} attempts: {e}")
raise ValueError(f"Failed to download {symbol} after {retries} attempts")
raise DownloadError(f"Failed to download {symbol} after {retries} attempts")
def _store_symbol_data(
self,

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@@ -0,0 +1,453 @@
"""
Integration tests for on-demand price data downloads.
Tests the complete flow from missing coverage detection through download
and storage, including priority-based download strategy and rate limit handling.
"""
import pytest
import os
import tempfile
import json
from unittest.mock import patch, Mock
from datetime import datetime
from api.price_data_manager import PriceDataManager, RateLimitError, DownloadError
from api.database import initialize_database, get_db_connection
from api.date_utils import expand_date_range
@pytest.fixture
def temp_db():
"""Create temporary database for testing."""
with tempfile.NamedTemporaryFile(mode='w', suffix='.db', delete=False) as f:
db_path = f.name
initialize_database(db_path)
yield db_path
# Cleanup
if os.path.exists(db_path):
os.unlink(db_path)
@pytest.fixture
def temp_symbols_config():
"""Create temporary symbols config with small symbol set."""
symbols_data = {
"symbols": ["AAPL", "MSFT", "GOOGL", "AMZN", "NVDA"],
"description": "Test symbols",
"total_symbols": 5
}
with tempfile.NamedTemporaryFile(mode='w', suffix='.json', delete=False) as f:
json.dump(symbols_data, f)
config_path = f.name
yield config_path
# Cleanup
if os.path.exists(config_path):
os.unlink(config_path)
@pytest.fixture
def manager(temp_db, temp_symbols_config):
"""Create PriceDataManager instance."""
return PriceDataManager(
db_path=temp_db,
symbols_config=temp_symbols_config,
api_key="test_api_key"
)
@pytest.fixture
def mock_alpha_vantage_response():
"""Create mock Alpha Vantage API response."""
def create_response(symbol: str, dates: list):
"""Create response for given symbol and dates."""
time_series = {}
for date in dates:
time_series[date] = {
"1. open": "150.00",
"2. high": "155.00",
"3. low": "149.00",
"4. close": "154.00",
"5. volume": "1000000"
}
return {
"Meta Data": {
"1. Information": "Daily Prices",
"2. Symbol": symbol,
"3. Last Refreshed": dates[0] if dates else "2025-01-20"
},
"Time Series (Daily)": time_series
}
return create_response
class TestEndToEndDownload:
"""Test complete download workflow."""
@patch('api.price_data_manager.requests.get')
def test_download_missing_data_success(self, mock_get, manager, mock_alpha_vantage_response):
"""Test successful download of missing price data."""
# Setup: Mock API responses for each symbol
dates = ["2025-01-20", "2025-01-21"]
def mock_response_factory(url, **kwargs):
"""Return appropriate mock response based on symbol in params."""
symbol = kwargs.get('params', {}).get('symbol', 'AAPL')
mock_response = Mock()
mock_response.status_code = 200
mock_response.json.return_value = mock_alpha_vantage_response(symbol, dates)
return mock_response
mock_get.side_effect = mock_response_factory
# Test: Request date range with no existing data
missing = manager.get_missing_coverage("2025-01-20", "2025-01-21")
# All symbols should be missing both dates
assert len(missing) == 5
for symbol in ["AAPL", "MSFT", "GOOGL", "AMZN", "NVDA"]:
assert symbol in missing
assert missing[symbol] == {"2025-01-20", "2025-01-21"}
# Download missing data
requested_dates = set(dates)
result = manager.download_missing_data_prioritized(missing, requested_dates)
# Should successfully download all symbols
assert result["success"] is True
assert len(result["downloaded"]) == 5
assert result["rate_limited"] is False
assert set(result["dates_completed"]) == requested_dates
# Verify data in database
available_dates = manager.get_available_trading_dates("2025-01-20", "2025-01-21")
assert available_dates == ["2025-01-20", "2025-01-21"]
# Verify coverage tracking
conn = get_db_connection(manager.db_path)
cursor = conn.cursor()
cursor.execute("SELECT COUNT(*) FROM price_data_coverage")
coverage_count = cursor.fetchone()[0]
assert coverage_count == 5 # One record per symbol
conn.close()
@patch('api.price_data_manager.requests.get')
def test_download_with_partial_existing_data(self, mock_get, manager, mock_alpha_vantage_response):
"""Test download when some data already exists."""
dates = ["2025-01-20", "2025-01-21", "2025-01-22"]
# Prepopulate database with some data (AAPL and MSFT for first two dates)
conn = get_db_connection(manager.db_path)
cursor = conn.cursor()
created_at = datetime.utcnow().isoformat() + "Z"
for symbol in ["AAPL", "MSFT"]:
for date in dates[:2]: # Only first two dates
cursor.execute("""
INSERT INTO price_data (symbol, date, open, high, low, close, volume, created_at)
VALUES (?, ?, 150.0, 155.0, 149.0, 154.0, 1000000, ?)
""", (symbol, date, created_at))
cursor.execute("""
INSERT INTO price_data_coverage (symbol, start_date, end_date, downloaded_at, source)
VALUES (?, ?, ?, ?, 'test')
""", (symbol, dates[0], dates[1], created_at))
conn.commit()
conn.close()
# Mock API for remaining downloads
def mock_response_factory(url, **kwargs):
symbol = kwargs.get('params', {}).get('symbol', 'GOOGL')
mock_response = Mock()
mock_response.status_code = 200
mock_response.json.return_value = mock_alpha_vantage_response(symbol, dates)
return mock_response
mock_get.side_effect = mock_response_factory
# Check missing coverage
missing = manager.get_missing_coverage(dates[0], dates[2])
# AAPL and MSFT should be missing only date 3
# GOOGL, AMZN, NVDA should be missing all dates
assert missing["AAPL"] == {dates[2]}
assert missing["MSFT"] == {dates[2]}
assert missing["GOOGL"] == set(dates)
# Download missing data
requested_dates = set(dates)
result = manager.download_missing_data_prioritized(missing, requested_dates)
assert result["success"] is True
assert len(result["downloaded"]) == 5
# Verify all dates are now available
available_dates = manager.get_available_trading_dates(dates[0], dates[2])
assert set(available_dates) == set(dates)
@patch('api.price_data_manager.requests.get')
def test_priority_based_download_order(self, mock_get, manager, mock_alpha_vantage_response):
"""Test that downloads prioritize symbols that complete the most dates."""
dates = ["2025-01-20", "2025-01-21", "2025-01-22"]
# Prepopulate with specific pattern to create different priorities
conn = get_db_connection(manager.db_path)
cursor = conn.cursor()
created_at = datetime.utcnow().isoformat() + "Z"
# AAPL: Has date 1 only (missing 2 dates)
cursor.execute("""
INSERT INTO price_data (symbol, date, open, high, low, close, volume, created_at)
VALUES ('AAPL', ?, 150.0, 155.0, 149.0, 154.0, 1000000, ?)
""", (dates[0], created_at))
# MSFT: Has date 1 and 2 (missing 1 date)
for date in dates[:2]:
cursor.execute("""
INSERT INTO price_data (symbol, date, open, high, low, close, volume, created_at)
VALUES ('MSFT', ?, 150.0, 155.0, 149.0, 154.0, 1000000, ?)
""", (date, created_at))
# GOOGL, AMZN, NVDA: No data (missing 3 dates)
conn.commit()
conn.close()
# Track download order
download_order = []
def mock_response_factory(url, **kwargs):
symbol = kwargs.get('params', {}).get('symbol')
download_order.append(symbol)
mock_response = Mock()
mock_response.status_code = 200
mock_response.json.return_value = mock_alpha_vantage_response(symbol, dates)
return mock_response
mock_get.side_effect = mock_response_factory
# Download missing data
missing = manager.get_missing_coverage(dates[0], dates[2])
requested_dates = set(dates)
result = manager.download_missing_data_prioritized(missing, requested_dates)
assert result["success"] is True
# Verify symbols with highest impact were downloaded first
# GOOGL, AMZN, NVDA should be first (3 dates each)
# Then AAPL (2 dates)
# Then MSFT (1 date)
first_three = set(download_order[:3])
assert first_three == {"GOOGL", "AMZN", "NVDA"}
assert download_order[3] == "AAPL"
assert download_order[4] == "MSFT"
class TestRateLimitHandling:
"""Test rate limit handling during downloads."""
@patch('api.price_data_manager.requests.get')
def test_rate_limit_stops_downloads(self, mock_get, manager, mock_alpha_vantage_response):
"""Test that rate limit error stops further downloads."""
dates = ["2025-01-20"]
# First symbol succeeds, second hits rate limit
responses = [
# AAPL succeeds (or whichever symbol is first in priority)
Mock(status_code=200, json=lambda: mock_alpha_vantage_response("AAPL", dates)),
# MSFT hits rate limit
Mock(status_code=200, json=lambda: {"Note": "Thank you for using Alpha Vantage! Our standard API call frequency is 25 calls per day."}),
]
mock_get.side_effect = responses
missing = manager.get_missing_coverage("2025-01-20", "2025-01-20")
requested_dates = {"2025-01-20"}
result = manager.download_missing_data_prioritized(missing, requested_dates)
# Partial success - one symbol downloaded
assert result["success"] is True # At least one succeeded
assert len(result["downloaded"]) >= 1
assert result["rate_limited"] is True
assert len(result["failed"]) >= 1
# Completed dates should be empty (need all symbols for complete date)
assert len(result["dates_completed"]) == 0
@patch('api.price_data_manager.requests.get')
def test_graceful_handling_of_mixed_failures(self, mock_get, manager, mock_alpha_vantage_response):
"""Test handling of mix of successes, failures, and rate limits."""
dates = ["2025-01-20"]
call_count = [0]
def response_factory(url, **kwargs):
"""Return different responses for different calls."""
call_count[0] += 1
mock_response = Mock()
if call_count[0] == 1:
# First call succeeds
mock_response.status_code = 200
mock_response.json.return_value = mock_alpha_vantage_response("AAPL", dates)
elif call_count[0] == 2:
# Second call fails with server error
mock_response.status_code = 500
mock_response.raise_for_status.side_effect = Exception("Server error")
else:
# Third call hits rate limit
mock_response.status_code = 200
mock_response.json.return_value = {"Note": "rate limit exceeded"}
return mock_response
mock_get.side_effect = response_factory
missing = manager.get_missing_coverage("2025-01-20", "2025-01-20")
requested_dates = {"2025-01-20"}
result = manager.download_missing_data_prioritized(missing, requested_dates)
# Should have handled errors gracefully
assert "downloaded" in result
assert "failed" in result
assert len(result["downloaded"]) >= 1
class TestCoverageTracking:
"""Test coverage tracking functionality."""
@patch('api.price_data_manager.requests.get')
def test_coverage_updated_after_download(self, mock_get, manager, mock_alpha_vantage_response):
"""Test that coverage table is updated after successful download."""
dates = ["2025-01-20", "2025-01-21"]
mock_get.return_value = Mock(
status_code=200,
json=lambda: mock_alpha_vantage_response("AAPL", dates)
)
# Download for single symbol
data = manager._download_symbol("AAPL")
stored_dates = manager._store_symbol_data("AAPL", data, set(dates))
manager._update_coverage("AAPL", dates[0], dates[1])
# Verify coverage was recorded
conn = get_db_connection(manager.db_path)
cursor = conn.cursor()
cursor.execute("""
SELECT symbol, start_date, end_date, source
FROM price_data_coverage
WHERE symbol = 'AAPL'
""")
row = cursor.fetchone()
conn.close()
assert row is not None
assert row[0] == "AAPL"
assert row[1] == dates[0]
assert row[2] == dates[1]
assert row[3] == "alpha_vantage"
def test_coverage_gap_detection_accuracy(self, manager):
"""Test accuracy of coverage gap detection."""
# Populate database with specific pattern
conn = get_db_connection(manager.db_path)
cursor = conn.cursor()
created_at = datetime.utcnow().isoformat() + "Z"
test_data = [
("AAPL", "2025-01-20"),
("AAPL", "2025-01-21"),
("AAPL", "2025-01-23"), # Gap on 2025-01-22
("MSFT", "2025-01-20"),
("MSFT", "2025-01-22"), # Gap on 2025-01-21
]
for symbol, date in test_data:
cursor.execute("""
INSERT INTO price_data (symbol, date, open, high, low, close, volume, created_at)
VALUES (?, ?, 150.0, 155.0, 149.0, 154.0, 1000000, ?)
""", (symbol, date, created_at))
conn.commit()
conn.close()
# Check for gaps in range
missing = manager.get_missing_coverage("2025-01-20", "2025-01-23")
# AAPL should be missing 2025-01-22
assert "2025-01-22" in missing["AAPL"]
assert "2025-01-20" not in missing["AAPL"]
# MSFT should be missing 2025-01-21 and 2025-01-23
assert "2025-01-21" in missing["MSFT"]
assert "2025-01-23" in missing["MSFT"]
assert "2025-01-20" not in missing["MSFT"]
class TestDataValidation:
"""Test data validation during download and storage."""
@patch('api.price_data_manager.requests.get')
def test_invalid_response_handling(self, mock_get, manager):
"""Test handling of invalid API responses."""
# Mock response with missing required fields
mock_get.return_value = Mock(
status_code=200,
json=lambda: {"invalid": "response"}
)
with pytest.raises(DownloadError, match="Invalid response format"):
manager._download_symbol("AAPL")
@patch('api.price_data_manager.requests.get')
def test_empty_time_series_handling(self, mock_get, manager):
"""Test handling of empty time series data (should raise error for missing data)."""
# API returns valid structure but no time series
mock_get.return_value = Mock(
status_code=200,
json=lambda: {
"Meta Data": {"2. Symbol": "AAPL"},
# Missing "Time Series (Daily)" key
}
)
with pytest.raises(DownloadError, match="Invalid response format"):
manager._download_symbol("AAPL")
def test_date_filtering_during_storage(self, manager):
"""Test that only requested dates are stored."""
# Create mock data with dates outside requested range
data = {
"Meta Data": {"2. Symbol": "AAPL"},
"Time Series (Daily)": {
"2025-01-15": {"1. open": "145.00", "2. high": "150.00", "3. low": "144.00", "4. close": "149.00", "5. volume": "1000000"},
"2025-01-20": {"1. open": "150.00", "2. high": "155.00", "3. low": "149.00", "4. close": "154.00", "5. volume": "1000000"},
"2025-01-21": {"1. open": "154.00", "2. high": "156.00", "3. low": "153.00", "4. close": "155.00", "5. volume": "1100000"},
"2025-01-25": {"1. open": "156.00", "2. high": "158.00", "3. low": "155.00", "4. close": "157.00", "5. volume": "1200000"},
}
}
# Request only specific dates
requested_dates = {"2025-01-20", "2025-01-21"}
stored_dates = manager._store_symbol_data("AAPL", data, requested_dates)
# Only requested dates should be stored
assert set(stored_dates) == requested_dates
# Verify in database
conn = get_db_connection(manager.db_path)
cursor = conn.cursor()
cursor.execute("SELECT date FROM price_data WHERE symbol = 'AAPL' ORDER BY date")
db_dates = [row[0] for row in cursor.fetchall()]
conn.close()
assert db_dates == ["2025-01-20", "2025-01-21"]

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@@ -0,0 +1,149 @@
"""
Unit tests for api/date_utils.py
Tests date range expansion, validation, and utility functions.
"""
import pytest
from datetime import datetime, timedelta
from api.date_utils import (
expand_date_range,
validate_date_range,
get_max_simulation_days
)
class TestExpandDateRange:
"""Test expand_date_range function."""
def test_single_day(self):
"""Test single day range (start == end)."""
result = expand_date_range("2025-01-20", "2025-01-20")
assert result == ["2025-01-20"]
def test_multi_day_range(self):
"""Test multiple day range."""
result = expand_date_range("2025-01-20", "2025-01-22")
assert result == ["2025-01-20", "2025-01-21", "2025-01-22"]
def test_week_range(self):
"""Test week-long range."""
result = expand_date_range("2025-01-20", "2025-01-26")
assert len(result) == 7
assert result[0] == "2025-01-20"
assert result[-1] == "2025-01-26"
def test_chronological_order(self):
"""Test dates are in chronological order."""
result = expand_date_range("2025-01-20", "2025-01-25")
for i in range(len(result) - 1):
assert result[i] < result[i + 1]
def test_invalid_order(self):
"""Test error when start > end."""
with pytest.raises(ValueError, match="must be <= end_date"):
expand_date_range("2025-01-25", "2025-01-20")
def test_invalid_date_format(self):
"""Test error with invalid date format."""
with pytest.raises(ValueError):
expand_date_range("01-20-2025", "01-21-2025")
def test_month_boundary(self):
"""Test range spanning month boundary."""
result = expand_date_range("2025-01-30", "2025-02-02")
assert result == ["2025-01-30", "2025-01-31", "2025-02-01", "2025-02-02"]
def test_year_boundary(self):
"""Test range spanning year boundary."""
result = expand_date_range("2024-12-30", "2025-01-02")
assert len(result) == 4
assert "2024-12-31" in result
assert "2025-01-01" in result
class TestValidateDateRange:
"""Test validate_date_range function."""
def test_valid_single_day(self):
"""Test valid single day range."""
# Should not raise
validate_date_range("2025-01-20", "2025-01-20", max_days=30)
def test_valid_multi_day(self):
"""Test valid multi-day range."""
# Should not raise
validate_date_range("2025-01-20", "2025-01-25", max_days=30)
def test_max_days_boundary(self):
"""Test exactly at max days limit."""
# 30 days total (inclusive)
start = "2025-01-01"
end = "2025-01-30"
# Should not raise
validate_date_range(start, end, max_days=30)
def test_exceeds_max_days(self):
"""Test exceeds max days limit."""
start = "2025-01-01"
end = "2025-02-01" # 32 days
with pytest.raises(ValueError, match="Date range too large: 32 days"):
validate_date_range(start, end, max_days=30)
def test_invalid_order(self):
"""Test start > end."""
with pytest.raises(ValueError, match="must be <= end_date"):
validate_date_range("2025-01-25", "2025-01-20", max_days=30)
def test_future_date_rejected(self):
"""Test future dates are rejected."""
tomorrow = (datetime.now() + timedelta(days=1)).strftime("%Y-%m-%d")
next_week = (datetime.now() + timedelta(days=7)).strftime("%Y-%m-%d")
with pytest.raises(ValueError, match="cannot be in the future"):
validate_date_range(tomorrow, next_week, max_days=30)
def test_today_allowed(self):
"""Test today's date is allowed."""
today = datetime.now().strftime("%Y-%m-%d")
# Should not raise
validate_date_range(today, today, max_days=30)
def test_past_dates_allowed(self):
"""Test past dates are allowed."""
# Should not raise
validate_date_range("2020-01-01", "2020-01-10", max_days=30)
def test_invalid_date_format(self):
"""Test invalid date format raises error."""
with pytest.raises(ValueError, match="Invalid date format"):
validate_date_range("01-20-2025", "01-21-2025", max_days=30)
def test_custom_max_days(self):
"""Test custom max_days parameter."""
# Should raise with max_days=5
with pytest.raises(ValueError, match="Date range too large: 10 days"):
validate_date_range("2025-01-01", "2025-01-10", max_days=5)
class TestGetMaxSimulationDays:
"""Test get_max_simulation_days function."""
def test_default_value(self, monkeypatch):
"""Test default value when env var not set."""
monkeypatch.delenv("MAX_SIMULATION_DAYS", raising=False)
result = get_max_simulation_days()
assert result == 30
def test_env_var_override(self, monkeypatch):
"""Test environment variable override."""
monkeypatch.setenv("MAX_SIMULATION_DAYS", "60")
result = get_max_simulation_days()
assert result == 60
def test_env_var_string_to_int(self, monkeypatch):
"""Test env var is converted to int."""
monkeypatch.setenv("MAX_SIMULATION_DAYS", "100")
result = get_max_simulation_days()
assert isinstance(result, int)
assert result == 100

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@@ -0,0 +1,572 @@
"""
Unit tests for api/price_data_manager.py
Tests price data management, coverage detection, download prioritization,
and rate limit handling.
"""
import pytest
import json
import os
from datetime import datetime, timedelta
from unittest.mock import Mock, patch, MagicMock, call
from pathlib import Path
import tempfile
import sqlite3
from api.price_data_manager import (
PriceDataManager,
RateLimitError,
DownloadError
)
from api.database import initialize_database, get_db_connection
@pytest.fixture
def temp_db():
"""Create temporary database for testing."""
with tempfile.NamedTemporaryFile(mode='w', suffix='.db', delete=False) as f:
db_path = f.name
initialize_database(db_path)
yield db_path
# Cleanup
if os.path.exists(db_path):
os.unlink(db_path)
@pytest.fixture
def temp_symbols_config():
"""Create temporary symbols config for testing."""
symbols_data = {
"symbols": ["AAPL", "MSFT", "GOOGL"],
"description": "Test symbols",
"total_symbols": 3
}
with tempfile.NamedTemporaryFile(mode='w', suffix='.json', delete=False) as f:
json.dump(symbols_data, f)
config_path = f.name
yield config_path
# Cleanup
if os.path.exists(config_path):
os.unlink(config_path)
@pytest.fixture
def manager(temp_db, temp_symbols_config):
"""Create PriceDataManager instance with temp database and config."""
return PriceDataManager(
db_path=temp_db,
symbols_config=temp_symbols_config,
api_key="test_api_key"
)
@pytest.fixture
def populated_db(temp_db):
"""Create database with sample price data."""
conn = get_db_connection(temp_db)
cursor = conn.cursor()
# Insert sample price data for multiple symbols and dates
test_data = [
("AAPL", "2025-01-20", 150.0, 155.0, 149.0, 154.0, 1000000),
("AAPL", "2025-01-21", 154.0, 156.0, 153.0, 155.0, 1100000),
("MSFT", "2025-01-20", 380.0, 385.0, 379.0, 383.0, 2000000),
("MSFT", "2025-01-21", 383.0, 387.0, 382.0, 386.0, 2100000),
("GOOGL", "2025-01-20", 140.0, 142.0, 139.0, 141.0, 1500000),
# Note: GOOGL missing 2025-01-21
]
created_at = datetime.utcnow().isoformat() + "Z"
for symbol, date, open_p, high, low, close, volume in test_data:
cursor.execute("""
INSERT INTO price_data (symbol, date, open, high, low, close, volume, created_at)
VALUES (?, ?, ?, ?, ?, ?, ?, ?)
""", (symbol, date, open_p, high, low, close, volume, created_at))
# Insert coverage data
cursor.execute("""
INSERT INTO price_data_coverage (symbol, start_date, end_date, downloaded_at, source)
VALUES
('AAPL', '2025-01-20', '2025-01-21', ?, 'test'),
('MSFT', '2025-01-20', '2025-01-21', ?, 'test'),
('GOOGL', '2025-01-20', '2025-01-20', ?, 'test')
""", (created_at, created_at, created_at))
conn.commit()
conn.close()
return temp_db
class TestPriceDataManagerInit:
"""Test PriceDataManager initialization."""
def test_init_with_defaults(self, temp_db):
"""Test initialization with default parameters."""
with patch.dict(os.environ, {"ALPHAADVANTAGE_API_KEY": "env_key"}):
manager = PriceDataManager(db_path=temp_db)
assert manager.db_path == temp_db
assert manager.api_key == "env_key"
assert manager.symbols_config == "configs/nasdaq100_symbols.json"
def test_init_with_custom_params(self, temp_db, temp_symbols_config):
"""Test initialization with custom parameters."""
manager = PriceDataManager(
db_path=temp_db,
symbols_config=temp_symbols_config,
api_key="custom_key"
)
assert manager.db_path == temp_db
assert manager.api_key == "custom_key"
assert manager.symbols_config == temp_symbols_config
def test_load_symbols_success(self, manager):
"""Test successful symbol loading from config."""
assert manager.symbols == ["AAPL", "MSFT", "GOOGL"]
def test_load_symbols_file_not_found(self, temp_db):
"""Test handling of missing symbols config file uses fallback."""
manager = PriceDataManager(
db_path=temp_db,
symbols_config="nonexistent.json",
api_key="test_key"
)
# Should use fallback symbols list
assert len(manager.symbols) > 0
assert "AAPL" in manager.symbols
def test_load_symbols_invalid_json(self, temp_db):
"""Test handling of invalid JSON in symbols config."""
with tempfile.NamedTemporaryFile(mode='w', suffix='.json', delete=False) as f:
f.write("invalid json{")
bad_config = f.name
try:
with pytest.raises(json.JSONDecodeError):
PriceDataManager(
db_path=temp_db,
symbols_config=bad_config,
api_key="test_key"
)
finally:
os.unlink(bad_config)
def test_missing_api_key(self, temp_db, temp_symbols_config):
"""Test initialization without API key."""
with patch.dict(os.environ, {}, clear=True):
manager = PriceDataManager(
db_path=temp_db,
symbols_config=temp_symbols_config
)
assert manager.api_key is None
class TestGetSymbolDates:
"""Test get_symbol_dates method."""
def test_get_symbol_dates_with_data(self, manager, populated_db):
"""Test retrieving dates for symbol with data."""
manager.db_path = populated_db
dates = manager.get_symbol_dates("AAPL")
assert dates == {"2025-01-20", "2025-01-21"}
def test_get_symbol_dates_no_data(self, manager):
"""Test retrieving dates for symbol without data."""
dates = manager.get_symbol_dates("TSLA")
assert dates == set()
def test_get_symbol_dates_partial_data(self, manager, populated_db):
"""Test retrieving dates for symbol with partial data."""
manager.db_path = populated_db
dates = manager.get_symbol_dates("GOOGL")
assert dates == {"2025-01-20"}
class TestGetMissingCoverage:
"""Test get_missing_coverage method."""
def test_missing_coverage_empty_db(self, manager):
"""Test missing coverage with empty database."""
missing = manager.get_missing_coverage("2025-01-20", "2025-01-21")
# All symbols should be missing all dates
assert "AAPL" in missing
assert "MSFT" in missing
assert "GOOGL" in missing
assert missing["AAPL"] == {"2025-01-20", "2025-01-21"}
def test_missing_coverage_partial_db(self, manager, populated_db):
"""Test missing coverage with partial data."""
manager.db_path = populated_db
missing = manager.get_missing_coverage("2025-01-20", "2025-01-21")
# AAPL and MSFT have all dates, GOOGL missing 2025-01-21
assert "AAPL" not in missing or len(missing["AAPL"]) == 0
assert "MSFT" not in missing or len(missing["MSFT"]) == 0
assert "GOOGL" in missing
assert missing["GOOGL"] == {"2025-01-21"}
def test_missing_coverage_complete_db(self, manager, populated_db):
"""Test missing coverage when all data available."""
manager.db_path = populated_db
missing = manager.get_missing_coverage("2025-01-20", "2025-01-20")
# All symbols have 2025-01-20
for symbol in ["AAPL", "MSFT", "GOOGL"]:
assert symbol not in missing or len(missing[symbol]) == 0
def test_missing_coverage_single_date(self, manager, populated_db):
"""Test missing coverage for single date."""
manager.db_path = populated_db
missing = manager.get_missing_coverage("2025-01-21", "2025-01-21")
# Only GOOGL missing 2025-01-21
assert "GOOGL" in missing
assert missing["GOOGL"] == {"2025-01-21"}
class TestPrioritizeDownloads:
"""Test prioritize_downloads method."""
def test_prioritize_single_symbol(self, manager):
"""Test prioritization with single symbol missing data."""
missing_coverage = {"AAPL": {"2025-01-20", "2025-01-21"}}
requested_dates = {"2025-01-20", "2025-01-21"}
prioritized = manager.prioritize_downloads(missing_coverage, requested_dates)
assert prioritized == ["AAPL"]
def test_prioritize_multiple_symbols_equal_impact(self, manager):
"""Test prioritization with equal impact symbols."""
missing_coverage = {
"AAPL": {"2025-01-20", "2025-01-21"},
"MSFT": {"2025-01-20", "2025-01-21"}
}
requested_dates = {"2025-01-20", "2025-01-21"}
prioritized = manager.prioritize_downloads(missing_coverage, requested_dates)
# Both should be included (order may vary)
assert set(prioritized) == {"AAPL", "MSFT"}
assert len(prioritized) == 2
def test_prioritize_by_impact(self, manager):
"""Test prioritization by date completion impact."""
missing_coverage = {
"AAPL": {"2025-01-20", "2025-01-21", "2025-01-22"}, # High impact (3 dates)
"MSFT": {"2025-01-20"}, # Low impact (1 date)
"GOOGL": {"2025-01-21", "2025-01-22"} # Medium impact (2 dates)
}
requested_dates = {"2025-01-20", "2025-01-21", "2025-01-22"}
prioritized = manager.prioritize_downloads(missing_coverage, requested_dates)
# AAPL should be first (highest impact)
assert prioritized[0] == "AAPL"
# GOOGL should be second
assert prioritized[1] == "GOOGL"
# MSFT should be last (lowest impact)
assert prioritized[2] == "MSFT"
def test_prioritize_excludes_irrelevant_dates(self, manager):
"""Test that symbols with no impact on requested dates are excluded."""
missing_coverage = {
"AAPL": {"2025-01-20"}, # Relevant
"MSFT": {"2025-01-25", "2025-01-26"} # Not relevant
}
requested_dates = {"2025-01-20", "2025-01-21"}
prioritized = manager.prioritize_downloads(missing_coverage, requested_dates)
# Only AAPL should be included
assert prioritized == ["AAPL"]
class TestGetAvailableTradingDates:
"""Test get_available_trading_dates method."""
def test_available_dates_empty_db(self, manager):
"""Test with empty database returns no dates."""
available = manager.get_available_trading_dates("2025-01-20", "2025-01-21")
assert available == []
def test_available_dates_complete_range(self, manager, populated_db):
"""Test with complete data for all symbols in range."""
manager.db_path = populated_db
available = manager.get_available_trading_dates("2025-01-20", "2025-01-20")
assert available == ["2025-01-20"]
def test_available_dates_partial_range(self, manager, populated_db):
"""Test with partial data (some symbols missing some dates)."""
manager.db_path = populated_db
available = manager.get_available_trading_dates("2025-01-20", "2025-01-21")
# 2025-01-20 has all symbols, 2025-01-21 missing GOOGL
assert available == ["2025-01-20"]
def test_available_dates_filters_incomplete(self, manager, populated_db):
"""Test that dates with incomplete symbol coverage are filtered."""
manager.db_path = populated_db
available = manager.get_available_trading_dates("2025-01-21", "2025-01-21")
# 2025-01-21 is missing GOOGL, so not complete
assert available == []
class TestDownloadSymbol:
"""Test _download_symbol method (Alpha Vantage API calls)."""
@patch('api.price_data_manager.requests.get')
def test_download_success(self, mock_get, manager):
"""Test successful symbol download."""
mock_response = Mock()
mock_response.status_code = 200
mock_response.json.return_value = {
"Meta Data": {"2. Symbol": "AAPL"},
"Time Series (Daily)": {
"2025-01-20": {
"1. open": "150.00",
"2. high": "155.00",
"3. low": "149.00",
"4. close": "154.00",
"5. volume": "1000000"
}
}
}
mock_get.return_value = mock_response
data = manager._download_symbol("AAPL")
assert data["Meta Data"]["2. Symbol"] == "AAPL"
assert "2025-01-20" in data["Time Series (Daily)"]
mock_get.assert_called_once()
@patch('api.price_data_manager.requests.get')
def test_download_rate_limit(self, mock_get, manager):
"""Test rate limit detection."""
mock_response = Mock()
mock_response.status_code = 200
mock_response.json.return_value = {
"Note": "Thank you for using Alpha Vantage! Our standard API call frequency is 25 calls per day."
}
mock_get.return_value = mock_response
with pytest.raises(RateLimitError):
manager._download_symbol("AAPL")
@patch('api.price_data_manager.requests.get')
def test_download_http_error(self, mock_get, manager):
"""Test HTTP error handling."""
mock_response = Mock()
mock_response.status_code = 500
mock_response.raise_for_status.side_effect = Exception("Server error")
mock_get.return_value = mock_response
with pytest.raises(DownloadError):
manager._download_symbol("AAPL")
@patch('api.price_data_manager.requests.get')
def test_download_invalid_response(self, mock_get, manager):
"""Test handling of invalid API response."""
mock_response = Mock()
mock_response.status_code = 200
mock_response.json.return_value = {} # Missing required fields
mock_get.return_value = mock_response
with pytest.raises(DownloadError, match="Invalid response format"):
manager._download_symbol("AAPL")
def test_download_missing_api_key(self, manager):
"""Test download without API key."""
manager.api_key = None
with pytest.raises(DownloadError, match="API key not configured"):
manager._download_symbol("AAPL")
class TestStoreSymbolData:
"""Test _store_symbol_data method."""
def test_store_symbol_data_success(self, manager):
"""Test successful data storage."""
data = {
"Meta Data": {"2. Symbol": "AAPL"},
"Time Series (Daily)": {
"2025-01-20": {
"1. open": "150.00",
"2. high": "155.00",
"3. low": "149.00",
"4. close": "154.00",
"5. volume": "1000000"
},
"2025-01-21": {
"1. open": "154.00",
"2. high": "156.00",
"3. low": "153.00",
"4. close": "155.00",
"5. volume": "1100000"
}
}
}
requested_dates = {"2025-01-20", "2025-01-21"}
stored_dates = manager._store_symbol_data("AAPL", data, requested_dates)
# Returns list, not set
assert set(stored_dates) == {"2025-01-20", "2025-01-21"}
# Verify data in database
conn = get_db_connection(manager.db_path)
cursor = conn.cursor()
cursor.execute("SELECT COUNT(*) FROM price_data WHERE symbol = 'AAPL'")
count = cursor.fetchone()[0]
assert count == 2
conn.close()
def test_store_filters_by_requested_dates(self, manager):
"""Test that only requested dates are stored."""
data = {
"Meta Data": {"2. Symbol": "AAPL"},
"Time Series (Daily)": {
"2025-01-20": {
"1. open": "150.00",
"2. high": "155.00",
"3. low": "149.00",
"4. close": "154.00",
"5. volume": "1000000"
},
"2025-01-21": {
"1. open": "154.00",
"2. high": "156.00",
"3. low": "153.00",
"4. close": "155.00",
"5. volume": "1100000"
}
}
}
requested_dates = {"2025-01-20"} # Only request one date
stored_dates = manager._store_symbol_data("AAPL", data, requested_dates)
# Returns list, not set
assert set(stored_dates) == {"2025-01-20"}
# Verify only one date in database
conn = get_db_connection(manager.db_path)
cursor = conn.cursor()
cursor.execute("SELECT COUNT(*) FROM price_data WHERE symbol = 'AAPL'")
count = cursor.fetchone()[0]
assert count == 1
conn.close()
class TestUpdateCoverage:
"""Test _update_coverage method."""
def test_update_coverage_new_symbol(self, manager):
"""Test coverage tracking for new symbol."""
manager._update_coverage("AAPL", "2025-01-20", "2025-01-21")
conn = get_db_connection(manager.db_path)
cursor = conn.cursor()
cursor.execute("""
SELECT symbol, start_date, end_date, source
FROM price_data_coverage
WHERE symbol = 'AAPL'
""")
row = cursor.fetchone()
conn.close()
assert row is not None
assert row[0] == "AAPL"
assert row[1] == "2025-01-20"
assert row[2] == "2025-01-21"
assert row[3] == "alpha_vantage"
def test_update_coverage_existing_symbol(self, manager, populated_db):
"""Test coverage update for existing symbol."""
manager.db_path = populated_db
# Update with new range
manager._update_coverage("AAPL", "2025-01-22", "2025-01-23")
conn = get_db_connection(manager.db_path)
cursor = conn.cursor()
cursor.execute("""
SELECT COUNT(*) FROM price_data_coverage WHERE symbol = 'AAPL'
""")
count = cursor.fetchone()[0]
conn.close()
# Should have 2 coverage records now
assert count == 2
class TestDownloadMissingDataPrioritized:
"""Test download_missing_data_prioritized method (integration)."""
@patch.object(PriceDataManager, '_download_symbol')
@patch.object(PriceDataManager, '_store_symbol_data')
@patch.object(PriceDataManager, '_update_coverage')
def test_download_all_success(self, mock_update, mock_store, mock_download, manager):
"""Test successful download of all missing symbols."""
missing_coverage = {
"AAPL": {"2025-01-20"},
"MSFT": {"2025-01-20"}
}
requested_dates = {"2025-01-20"}
mock_download.return_value = {"Meta Data": {}, "Time Series (Daily)": {}}
mock_store.return_value = {"2025-01-20"}
result = manager.download_missing_data_prioritized(missing_coverage, requested_dates)
assert result["success"] is True
assert len(result["downloaded"]) == 2
assert result["rate_limited"] is False
assert mock_download.call_count == 2
@patch.object(PriceDataManager, '_download_symbol')
def test_download_rate_limited_mid_process(self, mock_download, manager):
"""Test graceful handling of rate limit during downloads."""
missing_coverage = {
"AAPL": {"2025-01-20"},
"MSFT": {"2025-01-20"},
"GOOGL": {"2025-01-20"}
}
requested_dates = {"2025-01-20"}
# First call succeeds, second raises rate limit
mock_download.side_effect = [
{"Meta Data": {"2. Symbol": "AAPL"}, "Time Series (Daily)": {"2025-01-20": {}}},
RateLimitError("Rate limit reached")
]
with patch.object(manager, '_store_symbol_data', return_value={"2025-01-20"}):
with patch.object(manager, '_update_coverage'):
result = manager.download_missing_data_prioritized(missing_coverage, requested_dates)
assert result["success"] is True # Partial success
assert len(result["downloaded"]) == 1
assert result["rate_limited"] is True
assert len(result["failed"]) == 2 # MSFT and GOOGL not downloaded
@patch.object(PriceDataManager, '_download_symbol')
def test_download_all_failed(self, mock_download, manager):
"""Test handling when all downloads fail."""
missing_coverage = {"AAPL": {"2025-01-20"}}
requested_dates = {"2025-01-20"}
mock_download.side_effect = DownloadError("Network error")
result = manager.download_missing_data_prioritized(missing_coverage, requested_dates)
assert result["success"] is False
assert len(result["downloaded"]) == 0
assert len(result["failed"]) == 1