82 Commits

Author SHA1 Message Date
aa4958bd9c fix: use config models when empty models list provided
When the trigger simulation API receives an empty models list ([]),
it now correctly falls back to enabled models from config instead
of running with no models.

Changes:
- Update condition to check for both None and empty list
- Add test case for empty models list behavior
- Update API documentation to clarify this behavior

All 28 integration tests pass.
2025-11-02 09:07:58 -05:00
a9dd346b35 fix: correct test suite failures for async price download
Fixed two test issues:
1. test_config_override.py: Updated hardcoded worktree path from config-override-system to async-price-download
2. test_dev_database.py: Added thread-local connection cleanup to prevent SQLite file locking issues

All tests now pass:
- Unit tests: 200 tests
- Integration tests: 47 tests (46 passed, 1 skipped)
- E2E tests: 3 tests
- Total: 250 tests collected
2025-11-02 07:00:19 -05:00
a8d2b82149 test: add end-to-end tests for async download flow
Test complete flow:
- Fast API response
- Background data download
- Status transitions
- Warning capture and display

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-02 00:21:13 -04:00
a42487794f feat(api): return warnings in /simulate/status response
Parse and return job warnings from database.

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-02 00:13:39 -04:00
139a016a4d refactor(api): remove price download from /simulate/trigger
Move data preparation to background worker:
- Fast endpoint response (<1s)
- No blocking downloads
- Worker handles data download and filtering
- Maintains backwards compatibility

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-02 00:10:12 -04:00
d355b82268 fix(tests): update mocks to simulate job detail status updates
Fix two failing unit tests by making mock executors properly simulate
the job detail status updates that real ModelDayExecutor performs:

- test_run_updates_job_status_to_completed
- test_run_handles_partial_failure

Root cause: Tests mocked ModelDayExecutor but didn't simulate the
update_job_detail_status() calls. The implementation relies on these
calls to automatically transition job status from pending to
completed/partial/failed.

Solution: Mock executors now call manager.update_job_detail_status()
to properly simulate the status update lifecycle:
1. Update to "running" when execution starts
2. Update to "completed" or "failed" when execution finishes

This matches the real ModelDayExecutor behavior and allows the
automatic job status transition logic in JobManager to work correctly.
2025-11-02 00:06:38 -04:00
91ffb7c71e fix(tests): update unit tests to mock _prepare_data
Update existing simulation_worker unit tests to account for new _prepare_data integration:
- Mock _prepare_data to return available dates
- Update mock executors to return proper result dicts with model/date fields

Note: Some tests need additional work to properly verify job status updates.

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-01 23:55:53 -04:00
5e5354e2af feat(worker): integrate data preparation into run() method
Call _prepare_data before executing trades:
- Download missing data if needed
- Filter completed dates
- Store warnings
- Handle empty date scenarios

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-01 23:49:24 -04:00
8c3e08a29b feat(worker): add _prepare_data method
Orchestrate data preparation phase:
- Check missing data
- Download if needed
- Filter completed dates
- Update job status

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-01 23:43:49 -04:00
445183d5bf feat(worker): add _add_job_warnings helper method
Delegate to JobManager.add_job_warnings for storing warnings.

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-01 23:31:34 -04:00
2ab78c8552 feat(worker): add _filter_completed_dates helper method
Implement idempotent behavior by skipping already-completed model-days.

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-01 23:30:09 -04:00
88a3c78e07 feat(worker): add _download_price_data helper method
Handle price data download with rate limit detection and warning generation.

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-01 23:29:00 -04:00
a478165f35 feat(api): add warnings field to response models
Add optional warnings field to:
- SimulateTriggerResponse
- JobStatusResponse

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-01 23:25:03 -04:00
05c2480ac4 feat(api): add JobManager.add_job_warnings method
Store job warnings as JSON array in database.

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-01 23:20:50 -04:00
baa44c208a fix: add migration logic for warnings column and update tests
Critical fixes identified in code review:

1. Add warnings column migration to _migrate_schema()
   - Checks if warnings column exists in jobs table
   - Adds column via ALTER TABLE if missing
   - Ensures existing databases get new column on upgrade

2. Document CHECK constraint limitation
   - Added docstring explaining ALTER TABLE cannot add CHECK constraints
   - Notes that "downloading_data" status requires fresh DB or manual migration

3. Add comprehensive migration tests
   - test_migration_adds_warnings_column: Verifies warnings column migration
   - test_migration_adds_simulation_run_id_column: Tests existing migration
   - Both tests include cleanup to prevent cross-test contamination

4. Update test fixtures and expectations
   - Updated clean_db fixture to delete from all 9 tables
   - Fixed table count assertions (6 -> 9 tables)
   - Updated expected columns in schema tests

All 21 database tests now pass.
2025-11-01 23:17:25 -04:00
711ae5df73 feat(db): add downloading_data status and warnings column
Add support for:
- downloading_data job status for visibility during data prep
- warnings TEXT column for storing job-level warnings (JSON array)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-01 23:10:01 -04:00
80b22232ad docs: add integration tests and documentation for config override system 2025-11-01 17:21:54 -04:00
7d66f90810 feat: add main merge-and-validate entry point with error formatting 2025-11-01 17:11:56 -04:00
c220211c3a feat: add comprehensive config validation 2025-11-01 17:02:41 -04:00
7e95ce356b feat: add root-level config merging
Add merge_configs function that performs root-level merging of custom
config into default config. Custom config sections completely replace
default sections. Implementation does not mutate input dictionaries.

Includes comprehensive tests for:
- Empty custom config
- Section override behavior
- Adding new sections
- Non-mutating behavior

All 7 tests pass.
2025-11-01 16:59:02 -04:00
03f81b3b5c feat: add config file loading with error handling
Implement load_config() function with comprehensive error handling
- Loads and parses JSON config files
- Raises ConfigValidationError for missing files
- Raises ConfigValidationError for malformed JSON
- Includes 3 passing tests for all error cases

Test coverage:
- test_load_config_valid_json: Verifies successful JSON parsing
- test_load_config_file_not_found: Validates error on missing file
- test_load_config_invalid_json: Validates error on malformed JSON
2025-11-01 16:55:40 -04:00
7aa93af6db feat: add resume mode and idempotent behavior to /simulate/trigger endpoint
BREAKING CHANGE: end_date is now required and cannot be null/empty

New Features:
- Resume mode: Set start_date to null to continue from last completed date per model
- Idempotent by default: Skip already-completed dates with replace_existing=false
- Per-model independence: Each model resumes from its own last completed date
- Cold start handling: If no data exists in resume mode, runs only end_date as single day

API Changes:
- start_date: Now optional (null enables resume mode)
- end_date: Now REQUIRED (cannot be null or empty string)
- replace_existing: New optional field (default: false for idempotent behavior)

Implementation:
- Added JobManager.get_last_completed_date_for_model() method
- Added JobManager.get_completed_model_dates() method
- Updated create_job() to support model_day_filter for selective task creation
- Fixed bug with start_date=None in price data checks

Documentation:
- Updated API_REFERENCE.md with complete examples and behavior matrix
- Updated QUICK_START.md with resume mode examples
- Updated docs/user-guide/using-the-api.md
- Added CHANGELOG_NEW_API.md with migration guide
- Updated all integration tests for new schema
- Updated client library examples (Python, TypeScript)

Migration:
- Old: {"start_date": "2025-01-16"}
- New: {"start_date": "2025-01-16", "end_date": "2025-01-16"}
- Resume: {"start_date": null, "end_date": "2025-01-31"}

See CHANGELOG_NEW_API.md for complete details.
2025-11-01 13:34:20 -04:00
fcf832c7d6 test: add end-to-end integration tests for dev mode 2025-11-01 11:41:22 -04:00
6e9c0b4971 feat: add deployment_mode flag to API responses 2025-11-01 11:31:49 -04:00
b09e1b0b11 feat: integrate mock AI provider in BaseAgent for DEV mode
Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-01 11:25:49 -04:00
837962ceea feat: integrate deployment mode path resolution in database module 2025-11-01 11:22:03 -04:00
8fb2ead8ff feat: add dev database initialization and cleanup functions 2025-11-01 11:20:15 -04:00
2ed6580de4 feat: add deployment mode configuration utilities 2025-11-01 11:18:39 -04:00
9ffd42481a feat: add LangChain-compatible mock chat model wrapper
🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-01 11:15:59 -04:00
b6867c9c16 feat: add mock AI provider for dev mode with stock rotation 2025-11-01 11:07:46 -04:00
c3ea358a12 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>
2025-10-31 17:13:03 -04:00
fb9583b374 feat: transform to REST API service with SQLite persistence (v0.3.0)
Major architecture transformation from batch-only to API service with
database persistence for Windmill integration.

## REST API Implementation
- POST /simulate/trigger - Start simulation jobs
- GET /simulate/status/{job_id} - Monitor job progress
- GET /results - Query results with filters (job_id, date, model)
- GET /health - Service health checks

## Database Layer
- SQLite persistence with 6 tables (jobs, job_details, positions,
  holdings, reasoning_logs, tool_usage)
- Foreign key constraints with cascade deletes
- Replaces JSONL file storage

## Backend Components
- JobManager: Job lifecycle management with concurrency control
- RuntimeConfigManager: Thread-safe isolated runtime configs
- ModelDayExecutor: Single model-day execution engine
- SimulationWorker: Date-sequential, model-parallel orchestration

## Testing
- 102 unit and integration tests (85% coverage)
- Database: 98% coverage
- Job manager: 98% coverage
- API endpoints: 81% coverage
- Pydantic models: 100% coverage
- TDD approach throughout

## Docker Deployment
- Dual-mode: API server (persistent) + batch (one-time)
- Health checks with 30s interval
- Volume persistence for database and logs
- Separate entrypoints for each mode

## Validation Tools
- scripts/validate_docker_build.sh - Build validation
- scripts/test_api_endpoints.sh - Complete API testing
- scripts/test_batch_mode.sh - Batch mode validation
- DOCKER_API.md - Deployment guide
- TESTING_GUIDE.md - Testing procedures

## Configuration
- API_PORT environment variable (default: 8080)
- Backwards compatible with existing configs
- FastAPI, uvicorn, pydantic>=2.0 dependencies

Co-Authored-By: AI Assistant <noreply@example.com>
2025-10-31 11:47:10 -04:00