Files
daily_stock_analysis/tests/test_analysis_history.py
T
青玉案andMach-Chan d0e66a1dc3 feat: 新闻检索为空时在报告中如实标注 (#2229)
* feat: 新闻检索为空时在报告中如实标注

消息面章节此前是「有内容才渲染」,检索一条没拿到时整段直接消失,
读报告的人无从判断是确实没新闻,还是检索静默失败了(搜索源限流、
未配置可用渠道等)。这把「抓取失败」呈现成了「确实没有新闻」。

- src/analyzer.py: AnalysisResult 新增 news_result_count,默认 None
- src/core/pipeline.py: 把 Step 4 已算好的计数交给结果对象
  (此前只进了 diagnostic context snapshot,报告层拿不到)
- src/notification.py: news_lines 为空且计数为 0 时,渲染明确提示,
  并说明结论未纳入新闻维度证据
- tests: 新增 5 条用例,含两条负例——计数为 None 时不得报警
  (那是未配置搜索渠道,不是失败)、拿到新闻时行为与改动前一致

不触碰任何检索路径,纯展示层增量。

* fix: 把新闻缺失提示放进真实渲染路径,并独立于模型输出判定

按 review 三条意见修正:

P1-1 提示只存在于 generate_daily_report,而正常流程从不调用它——
_send_single_stock_notification 与聚合报告走的是 dashboard / brief /
single_stock。原实现对所有标准 REPORT_TYPE 都不生效。
改为抽出共享判定 _empty_news_disclosure,四个渲染器统一接入。

P2 检索零命中但模型按 schema 写出了 market_sentiment / hot_topics 时,
原 elif 分支被跳过,报告会展示模型生成的情绪判断却隐瞒无新闻证据。
改为独立判定 news_result_count == 0,与模型是否产出文字无关。

P1-2 补 docs/CHANGELOG.md [Unreleased] 条目,并在
docs/data-source-stability.md 的「用户可见提示建议」一节记录该行为,
含 None / 0 / >0 三态语义表。

测试从 5 条增至 10 条,新增覆盖 dashboard、brief、single_stock 三个真实
渲染器,以及「模型有输出但检索为空」这一最糟组合。39 passed

* fix: 把新闻零命中披露覆盖到模板链路与企业微信入口

按 review 指出的 blocker 修正。此前只接了字符串拼接分支,遗漏两类活路径:

1. REPORT_RENDERER_ENABLED=true 时,generate_dashboard_report /
   generate_brief_report / generate_wechat_dashboard 会先 return render(...),
   模板链路一路不渲染披露;
2. generate_wechat_dashboard 的非模板 fallback 从未接入,而 pipeline 在
   企业微信非 brief 场景会直接调用它。

后果是同一份分析结果在部分渠道披露、在另一些渠道沉默。

改法不再逐点打补丁,而是抽出单一事实来源:

- 新增 src/services/empty_news.py 持有判定与中英文案
- src/notification.py 的 _empty_news_disclosure 改为委托该模块
- src/services/report_renderer.py 为每条结果预计算 empty_news_disclosure,
  三个平台模板共用
- templates/report_markdown.j2 / report_brief.j2 / report_wechat.j2 各加渲染分支
- generate_wechat_dashboard 的 fallback 正文接入披露

新增 6 条回归测试:模板链路三个平台各一条、企业微信入口一条,
外加两条负例(未执行检索时模板与企业微信均不得提示)。

本文件测试 10 → 16 全过;全量 5824 passed,9 个既有失败与本 PR 无关
(干净 main 上同样失败,属测试顺序依赖)。

* fix: 修正计数源头的两处缺口(自查发现)

按 review 的 merge-base..HEAD 方法自查全链路,发现此前几轮都只盯着渲染出口,
从未核对计数源头,而源头本身在两条路径上是错的:

1. src/core/pipeline.py: news_result_count 只在 intel_results 非空时赋值,
   搜索服务整体失败(正是所有搜索源限流全挂的场景)时停留在 None,
   语义为「未执行检索」,于是本 PR 想解决的头号场景反而不提示。
   改为检索一发起即置 0。

2. _analyze_with_agent: Agent 模式自行调用 search_stock_news 完成检索,
   却从不回写计数,该路径下零命中永远静默。改为按检索结果回写 0 或实际条数。

渲染层再周全,源头数据不对则全部落空。

新增 2 条测试锁住这两处语义(18 passed,此前 16)。
全量 5826 passed,9 个既有失败与本 PR 无关。

* fix: disclose missing news search configuration

* chore: remove unrelated agent guidance

* test: run all empty news tests directly

* fix: preserve empty news disclosure across reports

* fix: 让 Agent 模式的新闻披露跟随实际消费的证据

原问题:agent_arch=multi 等受支持的 Agent 配置下,报告可能声称「未纳入新闻
面证据」而分析其实用了新闻,或反过来该提示而不提示。

根因:news_result_count 取自 executor.run() 结束后为持久化情报补打的一次
search_stock_news()。真实情报由 IntelAgent 通过 search_comprehensive_intel
取得,两者不等价,因此披露与真实证据链可能相反。

修复点:新增 src/agent/news_evidence.py,以运行期证据作用域收集 Agent 搜索
工具的真实返回条数;搜索渠道不可用为 None(未执行检索),可用则从 0 起步、
拿到多少算多少。pipeline 在 executor.run() 前后开启并读取该作用域,事后的
持久化补查不再回写计数。

回归风险:工具在 ThreadPoolExecutor 中执行,runner.py 以
contextvars.copy_context() 提交,故作用域中必须是可变累加器对象,换成不可变
值会让父线程读不到;已加回归测试锁住该机制。原 test_agent_path_records_count
断言的正是被修复的错误行为,已替换为反向断言。

Refs #2225

* fix: 让新闻披露以实际证据为准而非搜索命中数

原问题:本地已落库的资讯池或社交情绪进入 news_context 参与分析后,报告仍可能
声称「未配置搜索渠道,本次分析未纳入新闻面证据」或「零命中」。

根因:news_context 由三路来源拼成——实时检索、社交情绪(美股)、本地资讯池,
但只有实时检索会更新 news_result_count。披露断言的是「结论有没有用到新闻面
证据」,而计数只是「搜索命中了几条」,两者是不同命题,后两路参与时必然失真。

修复点:AnalysisResult 新增 news_evidence_present,由 news_context 是否非空
得出,pipeline 两条路径共用 src/services/empty_news.news_evidence_present()
这一个判定函数。披露改为先看有无证据;确无证据时才用计数解释原因
(None=未配置渠道,0=检索零命中)。历史重建同步恢复该字段。

回归风险:旧记录没有该字段,按计数回退推断,与该记录当时的报告表现一致,不会
追溯改变旧报告;已有用例锁住。review 只点名了本地资讯池,社交情绪属同一缺陷类,
本次一并修复并加测试。另加源码断言:任一 pipeline 路径改回只传计数即失败。

Refs #2225

* fix: 按来源登记新闻证据,不让零命中占位文本冒充证据

原问题:普通分析链路在「搜索已执行但一条证据都没拿到」时,报告不再显示零命中
披露——正是本 PR 要修的核心场景,反而比改动前更差。

根因:src/search_service.py 的 format_intel_report() 即使所有维度失败或为空,
也会输出「【XX 情报搜索结果】」标题和每个维度的「未找到相关信息」占位文本,
整段永远非空。上一版把拼好的 news_context 整段交给 news_evidence_present()
判定,于是 news_result_count == 0 时 evidence 被翻成 true,披露被吞掉,错误
状态还会经 to_dict() 持久化,继续影响历史、详情 API 与 Web。

修复点:判定改为按来源逐个登记——实时检索的真实命中数、社交情绪内容、本地
资讯池内容,任一为真才算有证据;两条 pipeline 路径都不再传拼好的整段。
news_evidence_present() 的契约随之改为接收各来源,并在文档串里写明为什么不能
传整段。

回归风险:新增反例用真实的 format_intel_report() 产出占位文本(不用 mock),
断言其不得被判成证据、且报告必须出现零命中披露。另有源码断言:谁把整段
news_context 交回判定函数即失败。上一版两条测试实际在保护该缺陷(一条名为
「任何非空 context 都算证据」,一条要求必须传入 news_context),已一并纠正。

Refs #2225

---------

Co-authored-by: Mach-Chan <zz-b240@zz-b240deMacBook-Air.local>
2026-08-22 21:27:04 +08:00

2509 lines
98 KiB
Python

# -*- 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 types import SimpleNamespace
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 delete_history_by_code, get_history_detail, get_history_list, get_stock_bar
except ModuleNotFoundError:
TestClient = None
create_app = None
delete_history_by_code = 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 test_delete_history_by_code_deletes_more_than_one_lookup_batch(self) -> None:
if delete_history_by_code is None:
self.skipTest("fastapi is not installed in this test environment")
remaining = {record_id: SimpleNamespace(id=record_id) for record_id in range(1, 10_002)}
db = MagicMock()
def get_records(*, code, limit=20, offset=0, **_kwargs):
records = list(remaining.values())[offset:offset + limit]
return records, len(remaining)
def delete_records(record_ids):
deleted = 0
for record_id in record_ids:
if remaining.pop(record_id, None) is not None:
deleted += 1
return deleted
db.get_analysis_history_paginated.side_effect = get_records
db.delete_analysis_history_records.side_effect = delete_records
response = delete_history_by_code("600519", db_manager=db)
self.assertEqual(response.deleted, 10_001)
self.assertEqual(remaining, {})
self.assertEqual(db.get_analysis_history_paginated.call_count, 2)
def test_delete_history_by_code_rejects_blank_code_before_query(self) -> None:
if delete_history_by_code is None:
self.skipTest("fastapi is not installed in this test environment")
record_id = self._save_history("query_delete_blank_code")
with (
patch.object(
self.db,
"get_analysis_history_paginated",
wraps=self.db.get_analysis_history_paginated,
) as query,
patch.object(
self.db,
"delete_analysis_history_records",
wraps=self.db.delete_analysis_history_records,
) as delete,
):
with self.assertRaises(Exception) as raised:
delete_history_by_code(" ", db_manager=self.db)
self.assertEqual(getattr(raised.exception, "status_code", None), 400)
query.assert_not_called()
delete.assert_not_called()
with self.db.get_session() as session:
self.assertIsNotNone(session.query(AnalysisHistory).filter(AnalysisHistory.id == record_id).first())
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_region": "jp,kr",
"market_review_payload": {
"kind": "market_review",
"region": "jp,kr",
"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.assertEqual(payload["items"][0]["region"], "jp,kr")
self.assertIsNone(payload["items"][0]["action"])
self.assertIsNone(payload["items"][0]["action_label"])
if get_history_list is not None:
response = get_history_list(
stock_code="MARKET",
report_type="market_review",
start_date=None,
end_date=None,
page=1,
limit=10,
db_manager=self.db,
)
self.assertEqual(response.items[0].region, "jp,kr")
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_handles_legacy_strategy_synthesis_shapes(self) -> None:
service = HistoryService(self.db)
record = MagicMock(created_at=None)
for malformed in ("bad-shape", ["bad-shape"], 42, True):
result = AnalysisResult(
code="600519",
name="贵州茅台",
sentiment_score=50,
trend_prediction="震荡",
operation_advice="观望",
report_language="zh",
dashboard={
"core_conclusion": {"one_sentence": "测试"},
"intelligence": {},
"battle_plan": {},
"strategy_synthesis": malformed,
},
)
markdown = service._generate_single_stock_markdown(result, record)
self.assertNotIn("多策略综合", markdown)
result = AnalysisResult(
code="600519",
name="贵州茅台",
sentiment_score=50,
trend_prediction="震荡",
operation_advice="观望",
report_language="zh",
dashboard={
"core_conclusion": {"one_sentence": "测试"},
"intelligence": {},
"battle_plan": {},
"strategy_synthesis": {
"final_signal": "hold",
"consensus_level": "insufficient",
"conflict_severity": "none",
"conflict_count": 0,
"supporting_skills": "bad-shape",
"opposing_skills": ["bad-shape"],
"conflicts": "bad-shape",
"summary_params": {"invalid_opinion_count": "3"},
},
},
)
markdown = service._generate_single_stock_markdown(result, record)
self.assertIn("多策略综合", markdown)
self.assertIn("另有 3 个策略解析失败", 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, "今日大盘复盘")
self.assertIsNone(report.summary.action)
self.assertIsNone(report.summary.action_label)
self.assertEqual(report.details.news_content, report_content)
def test_market_review_summary_falls_back_to_sanitized_excerpt(self) -> None:
service = HistoryService(self.db)
markdown = (
"[dsa-market-region]: # (cn)\n\n"
"# 🎯 大盘复盘\n\n"
"## 今日观点\n\n"
"**成交活跃**,关注 [科技板块](https://example.com)。\n\n"
"| 指标 | 数值 |\n| --- | --- |\n| 涨跌 | +1% |\n\n"
"```json\n{\"internal\": true}\n```"
)
summary = service._market_review_summary(" ", markdown)
self.assertEqual(summary, "🎯 大盘复盘 今日观点 成交活跃,关注 科技板块。 指标 数值 涨跌 +1%")
self.assertNotIn("dsa-market-region", summary)
self.assertNotIn("internal", summary)
def test_market_review_summary_prefers_persisted_summary_and_truncates_fallback(self) -> None:
service = HistoryService(self.db)
self.assertEqual(
service._market_review_summary(" 已保存的短摘要 ", "# 不应使用"),
"已保存的短摘要",
)
self.assertEqual(
service._market_review_summary(None, "# " + "复" * 130),
"复" * 120 + "…",
)
self.assertIsNone(service._market_review_summary(None, "[dsa-market-region]: # (cn)"))
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())
def test_empty_news_state_round_trips_through_history_markdown(self) -> None:
"""持久化、重建和历史 Markdown 必须保留三态披露。"""
no_channel = "⚠️ 未配置搜索渠道,本次分析未纳入新闻面证据。"
zero_hit = "⚠️ 本次未获取到可用的新闻面数据,以下结论未纳入新闻维度证据。"
service = HistoryService(self.db)
for suffix, count, expected in (
("none", None, no_channel),
("zero", 0, zero_hit),
("hits", 3, None),
):
with self.subTest(state=suffix):
result = self._build_result()
result.news_result_count = count
result.news_summary = ""
query_id = f"query_empty_news_round_trip_{suffix}"
record_id = self.db.save_analysis_history(
result=result,
query_id=query_id,
report_type="full",
news_content=None,
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(record_id, 0)
with self.db.get_session() as session:
row = session.query(AnalysisHistory).filter(
AnalysisHistory.id == record_id
).first()
if row is None:
self.fail("未找到保存的历史记录")
raw_result = json.loads(row.raw_result or "{}")
self.assertIn("news_result_count", raw_result)
self.assertEqual(raw_result["news_result_count"], count)
self.assertIs(raw_result["news_result_count_known"], True)
rebuilt = service._rebuild_analysis_result(raw_result, row)
self.assertIsNotNone(rebuilt)
self.assertEqual(rebuilt.news_result_count, count)
self.assertTrue(rebuilt.news_result_count_known)
markdown = service.get_markdown_report(str(record_id))
self.assertIsNotNone(markdown)
if expected is None:
self.assertNotIn(no_channel, markdown)
self.assertNotIn(zero_hit, markdown)
else:
self.assertIn(expected, markdown)
if get_history_detail is not None:
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertEqual(report.details.empty_news_disclosure, expected)
def test_legacy_history_without_news_count_stays_silent(self) -> None:
"""旧记录缺少计数字段时状态未知,不能倒推为未配置渠道。"""
no_channel = "⚠️ 未配置搜索渠道,本次分析未纳入新闻面证据。"
zero_hit = "⚠️ 本次未获取到可用的新闻面数据,以下结论未纳入新闻维度证据。"
record_id = self.db.save_analysis_history(
result=self._build_result(),
query_id="query_legacy_empty_news_unknown",
report_type="full",
news_content=None,
context_snapshot=None,
save_snapshot=False,
)
self.assertGreater(record_id, 0)
with self.db.session_scope() as session:
row = session.query(AnalysisHistory).filter(AnalysisHistory.id == record_id).first()
if row is None:
self.fail("未找到保存的历史记录")
raw_result = json.loads(row.raw_result or "{}")
raw_result.pop("news_result_count", None)
raw_result.pop("news_result_count_known", None)
row.raw_result = json.dumps(raw_result, ensure_ascii=False)
record = self.db.get_analysis_history_by_id(record_id)
self.assertIsNotNone(record)
rebuilt = HistoryService(self.db)._rebuild_analysis_result(raw_result, record)
self.assertIsNotNone(rebuilt)
self.assertFalse(rebuilt.news_result_count_known)
markdown = HistoryService(self.db).get_markdown_report(str(record_id))
self.assertNotIn(no_channel, markdown or "")
self.assertNotIn(zero_hit, markdown or "")
if get_history_detail is not None:
report = get_history_detail(str(record_id), db_manager=self.db)
self.assertIsNone(report.details.empty_news_disclosure)
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()