Simon
2e90f3eeac
字段库（本次新增的表与接口）： - `condition_field` 表 + `/api/condition-fields`：中文名/说明可编辑、可停用； `kind`/单位阶梯/`base_unit` 由代码注册表收敛（改类型 422，伪字段 422， 越界单位 422），停用的字段不再进条件下拉，但既有策略仍按名字解析。 - 说明书里的数值条件按字段注册表补**基准单位**后缀（字段间比较不加，不猜单位）。 因子参数化（键即身份，冻结口径）： - 模板 + 参数注册表（`quant/factors.py`）：`ParamSpec`（类型/范围/枚举/默认值/说明）+ `FactorTemplate`（公式/依赖列/参数）；规范键把**全部**参数写进名字，如 `momentum(window=90,direction=lower_is_better)`，所以改参数 = 新建一个身份， 旧因子/既有策略/已归档实验都不变义；`momentum(window=90)`（缺参数）明确拒绝 —— 缺项要靠模板默认值补齐，而默认值是可改的代码细节，一旦改动会追溯性改义。 - 参数只在受控范围内取值（窗口 2~500、方向二选一），越界/未知模板/多给参数一律 422 并列出允许范围，不静默截断、不悄悄取默认值；内置实例的启用开关由代码决定（422）。 - `/api/factors` 暴露 `template`/`params`/`param_specs`/`label`/`source`/`enabled`/ `resolvable`；新增 `/api/factors/templates`、`POST /api/factors`、`PATCH /api/factors`； `get_factor = resolve_factor` 兼容全部旧调用点，参数化键也是一等条件字段。 - 迁移链：c5d6（存量策略陈旧说明重算）→ d6e7（condition_field）→ a7c1 （factor_definition.enabled + name varchar(128)）。 测试：新增 test_condition_fields.py / test_factor_params.py；全量 pytest 500 passed。
581 lines
26 KiB
Python
581 lines
26 KiB
Python
"""策略说明书生成器（app.quant.strategy_doc）测试 + 策略说明/公式/编辑接口测试。
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目标（AGENT.md §24/§31）：说明书必须由 spec **真实推导**，并且
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- 条件表达式的渲染必须与 `app.quant.selection._eval_condition` 的实际求值一致
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（含 ref 语义、缺失值语义、in/not_in 的列表语义）；
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- 步骤必须与 `app.quant.local_engine` 的真实行为一致（择股日/调仓日/顺延/期末）；
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- 未知因子、未建模约束一律进 warnings（不编造、不假装支持）。
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同一文件还覆盖策略 API 的说明接口与「原地更新（PUT）」，因为三者共用同一契约。
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"""
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from __future__ import annotations
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from datetime import date
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import pandas as pd
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import pytest
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from app.api import deps
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from app.domain.entities.research import (
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ConditionSpec,
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CostSpec,
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FactorSpec,
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ResearchSpec,
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SelectionSpec,
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UniverseSpec,
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)
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from app.domain.entities.strategy import SelectionStrategy
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from app.infrastructure.persistence.sqlalchemy.base import Base
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from app.main import app
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from app.quant.factors import FactorDef
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from app.quant.selection import build_condition_fields, eligible_symbols
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from app.quant.strategy_doc import describe_strategy
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from fastapi.testclient import TestClient
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from sqlalchemy import create_engine
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from sqlalchemy.orm import sessionmaker
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from conftest_quant import synthetic_daily
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def _spec(**kw) -> ResearchSpec:
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"""高股息案例参数（n=30 → x=20、m=y=6、hfq、显式成本与最低佣金）。"""
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base = dict(
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type="backtest",
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universe=UniverseSpec(exclude_st=False, min_listing_days=250),
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price_adjustment="hfq",
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factors=[FactorSpec(name="dividend_yield", weight=1.0)],
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conditions=[ConditionSpec(field="dv_ratio", op="lte", value=30)],
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selection=SelectionSpec(top_n=30, hold_top_x=20, allow_substitute=False, defer_buy=True),
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rebalance="monthly",
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selection_interval_months=6,
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rebalance_interval_months=6,
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period=(date(2020, 1, 1), date(2024, 12, 31)),
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costs=CostSpec(min_commission=5.0),
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)
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base.update(kw)
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return ResearchSpec(**base)
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class TestSummary:
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def test_summary_contains_factors_truncation_cycles_and_costs(self) -> None:
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doc = describe_strategy(_spec())
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s = doc.summary
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assert "股息率" in s, "summary 必须由因子元数据推导出因子含义"
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assert "dividend_yield" in s
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assert "前 30 只候选池" in s and "前 20 只等权" in s, "必须说清两级截断 n → x"
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assert "每 6 个月重新择股" in s and "每 6 个月调仓" in s, "必须说清 m / y"
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assert "后复权" in s and "收盘价成交" in s
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assert "佣金 0.03%" in s and "印花税 0.05%" in s and "滑点 0.1%" in s
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def test_summary_lower_is_better_factor_方向(self) -> None:
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doc = describe_strategy(_spec(factors=[FactorSpec(name="volatility_20", weight=1.0)]))
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assert "从低到高排序" in doc.summary
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def test_summary_without_hold_top_x_uses_n(self) -> None:
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doc = describe_strategy(
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_spec(selection=SelectionSpec(top_n=20, allow_substitute=False), conditions=[])
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)
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assert "前 20 只等权持有" in doc.summary
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assert "先通过" not in doc.summary, "无 conditions 时不得声称有过滤条件"
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def test_summary_states_buy_fallback_mode(self) -> None:
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"""买不进的处置决定实际持仓，必须出现在一句话说明里（三种模式各一）。"""
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defer = describe_strategy(_spec(conditions=[]))
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assert "买不进则顺延买入" in defer.summary
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subst = describe_strategy(
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_spec(selection=SelectionSpec(top_n=5, allow_substitute=True), conditions=[])
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)
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assert "从候选池之外替补" in subst.summary
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none = describe_strategy(
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_spec(selection=SelectionSpec(top_n=5, allow_substitute=False), conditions=[])
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)
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assert "买不进则放弃" in none.summary
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class TestFormula:
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def test_formula_has_factor_name_meaning_and_formula(self) -> None:
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doc = describe_strategy(_spec())
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f = doc.formula
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assert "dividend_yield" in f
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# 因子元数据（AGENT.md §22）逐项落进公式：含义 / 公式 / 方向 / 输入列
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assert "含义：股息率" in f
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assert "公式：dv_ratio（Tushare daily_basic，逐日时点值）" in f
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assert "越高越好" in f and "higher_is_better" in f
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assert "输入列：dv_ratio" in f
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assert "score_i = Σ_f w_f × d_f × z_f,i" in f
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assert "z_f,i = (x_f,i - mean_i(x_f)) / std_i(x_f)" in f
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def test_formula_has_two_level_truncation_and_cycles(self) -> None:
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f = describe_strategy(_spec()).formula
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assert "n = 30" in f and "x = 20" in f
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assert "每 6 个月" in f
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assert "择股日" in f and "调仓日" in f
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def test_formula_has_costs_and_execution_price_basis(self) -> None:
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f = describe_strategy(_spec()).formula
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assert "佣金 = max(投入资金 × 0.03%, 最低佣金 5 元/笔)" in f
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assert "印花税 0.05%（仅卖出）" in f, "印花税只对卖出计提（local_engine._rebalance）"
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assert "滑点 0.1%" in f
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assert "后复权" in f and "乘以 adjust_factor" not in f # 口径文案由 _ADJUST_TEXT 给出
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assert "成交时点：调仓日收盘" in f
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assert "1,000,000 元" in f
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def test_formula_renders_conditions_readably(self) -> None:
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spec = _spec(
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conditions=[
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ConditionSpec(field="dv_ratio", op="lte", value=30),
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ConditionSpec(field="close", op="gte", ref="ma60"),
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ConditionSpec(field="fundamental.roe", op="gte", value=15),
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ConditionSpec(field="static.industry", op="in", value=["白酒", "银行"]),
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ConditionSpec(field="static.industry", op="ne", value="白酒"),
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ConditionSpec(field="pe", op="lt", value=30.5),
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]
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)
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f = describe_strategy(spec).formula
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assert "dv_ratio <= 30" in f
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assert "close >= ma60" in f, "ref 条件必须渲染成「字段 op 字段」（同一股票同一日比较）"
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assert "fundamental.roe >= 15" in f
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assert 'static.industry ∈ ["白酒", "银行"]' in f
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assert 'static.industry != "白酒"' in f
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assert "pe < 30.5" in f
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# 说明字段域语义，避免使用者误以为 fundamental.* 是当日值
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assert "announce_date <= 择股日" in f
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def test_empty_conditions_does_not_crash(self) -> None:
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doc = describe_strategy(_spec(conditions=[]))
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assert "（无）" in doc.formula
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assert any("未配置过滤条件" in w for w in doc.warnings)
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assert doc.steps
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def test_unknown_factor_goes_to_warnings_not_crash(self) -> None:
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doc = describe_strategy(_spec(factors=[FactorSpec(name="no_such_factor", weight=2.0)]))
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assert any("未知因子 no_such_factor" in w for w in doc.warnings)
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assert "元数据缺失" in doc.formula
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assert doc.summary # 仍然可用（说明不因未知因子而失败）
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def test_factor_meta_override_is_used(self) -> None:
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meta = {
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"my_signal": FactorDef(
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name="my_signal", description="自定义信号", formula="close / ma20",
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brief="实验因子", direction="lower_is_better", requires=("close",),
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)
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}
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doc = describe_strategy(
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_spec(factors=[FactorSpec(name="my_signal", weight=0.5)], conditions=[]),
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factor_meta=meta,
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)
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assert "自定义信号" in doc.formula and "公式：close / ma20" in doc.formula
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assert "越低越好" in doc.formula
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assert not any("未知因子" in w for w in doc.warnings)
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assert "从低到高排序" in doc.summary
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def test_unknown_condition_field_goes_to_warnings(self) -> None:
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doc = describe_strategy(
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_spec(conditions=[ConditionSpec(field="no_such_col", op="gt", value=1)])
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)
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assert any("条件字段 no_such_col 未识别" in w for w in doc.warnings)
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assert "no_such_col > 1" in doc.formula
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class TestConditionSemanticsMatchSelectionEvaluator:
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"""渲染文本必须与 selection 的真实求值一致（以代码为准，不以注释/直觉为准）。"""
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def test_gte_ref_and_lte_value_match_eligible_symbols(self) -> None:
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syms = ["600000.SH", "600001.SH", "600002.SH"]
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daily = synthetic_daily({"600000.SH": 0.006, "600001.SH": -0.006, "600002.SH": 0.0005}, n=300)
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obs = pd.Timestamp("2024-12-31")
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conds = [
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ConditionSpec(field="close", op="gte", ref="ma60"),
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ConditionSpec(field="momentum_20", op="lte", value=0.05),
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]
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fields = build_condition_fields(daily, conds, obs)
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passed = eligible_symbols(sorted(syms), conds, {}, fields, {})
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# 期望值直接按「渲染出的表达式」的语义计算，与求值器结果对齐
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for sym in syms:
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expected = bool(
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fields["close"][sym] >= fields["ma60"][sym]
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and fields["momentum_20"][sym] <= 0.05
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)
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assert (sym in passed) == expected, f"{sym} 的渲染语义与求值器不一致"
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# 且文档里出现的就是这两条表达式
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doc = describe_strategy(_spec(conditions=conds))
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assert "close >= ma60" in doc.formula
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assert "momentum_20 <= 0.05" in doc.formula
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def test_in_not_in_and_missing_value_semantics(self) -> None:
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"""in/not_in 的右操作数是列表，语义为 `left in right`；缺失值语义见下。"""
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conds = [
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ConditionSpec(field="static.industry", op="in", value=["白酒"]),
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ConditionSpec(field="static.pe", op="ne", value=10), # 缺失字段
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]
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statics = {"A": {"industry": "白酒"}, "B": {"industry": "银行"}}
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passed = eligible_symbols(["A", "B"], conds, statics, {}, {})
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# 代码事实（selection._compare）：op == "ne" 在 None 判定**之前**返回 left != right，
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# 因此字段缺失时 `ne` 判定为「不等于」→ 通过；其余运算符在缺失值上不通过。
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assert set(passed) == {"A"}
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doc = describe_strategy(_spec(conditions=conds))
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assert 'static.industry ∈ ["白酒"]' in doc.formula
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assert "static.pe != 10" in doc.formula
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assert "除 != 外一律判为「未通过」" in doc.formula
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def test_string_comparison_is_lexicographic_in_real_evaluator(self) -> None:
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"""对照 selection._compare 的实际实现，修正其内联注释的说法。
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`_compare` 的注释写「字符串会 ValueError → False」，但代码里 gt/gte/lt/lte
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最终走 `_num_cmp(left, right, op)`，而 `_num_cmp` **不做 float 转换**，
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因此两个字符串是按 Python 原生（字典序）比较的，并不会 ValueError。
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说明书按代码事实渲染为 `static.industry > "M"`（同一运算符、同一语义）。
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"""
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conds = [ConditionSpec(field="static.industry", op="gt", value="M")]
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statics = {"A": {"industry": "白酒"}} # '白酒' > 'M'（Unicode 码位更大）
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passed = eligible_symbols(["A"], conds, statics, {}, {})
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assert set(passed) == {"A"}
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assert 'static.industry > "M"' in describe_strategy(_spec(conditions=conds)).formula
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class TestStepsAndWarnings:
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def test_steps_follow_local_engine_behaviour(self) -> None:
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doc = describe_strategy(_spec())
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joined = " | ".join(doc.steps)
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assert "300 个自然日" in joined, "预热窗口来自 service._load_daily"
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assert "候选池" in joined and "selection_history" in joined
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assert "收盘" in joined, "成交发生在调仓日收盘"
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assert "涨停" in joined and "停牌" in joined
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assert "顺延" in joined, "defer_buy=True 必须如实说明顺延买入"
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assert "次日起计收益" in joined, "调仓日收盘生效（无未来函数）"
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assert "不强制平仓" in joined, "期末不平仓是引擎的真实行为，必须披露"
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def test_steps_describe_substitute_mode(self) -> None:
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doc = describe_strategy(
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_spec(selection=SelectionSpec(top_n=5, allow_substitute=True), conditions=[])
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)
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assert any("替补" in s for s in doc.steps)
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def test_selection_steps_carry_no_own_numbering(self) -> None:
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"""选股策略的执行步骤不带自带序号：前端渲染进 <ol>，后端再写「1.」会双重编号。"""
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st = SelectionStrategy(
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name="高股息",
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description="x",
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factors=[FactorSpec(name="dividend_yield", weight=1)],
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conditions=[],
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)
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doc = describe_strategy(st)
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assert doc.steps
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for s in doc.steps:
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assert not s.lstrip().startswith(("1.", "2.", "3.", "4.", "5.")), s
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# 步骤内容本身仍要在（去掉的只是序号）
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assert "股票池" in doc.steps[0]
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assert "因子" in doc.steps[-1]
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def test_condition_literals_carry_base_unit(self) -> None:
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"""字面量条件必须带**基准单位**：库里存的就是基准单位值，裸数字会被读成别的量级。
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单位只做界面换算（见 quant/condition_fields 的单位阶梯），所以文档里写「50000 万元」
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才是引擎真正比较的口径；字段间比较（ref）两侧同单位，不加后缀。
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"""
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st = SelectionStrategy(
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name="单位口径",
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description="x",
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factors=[FactorSpec(name="dividend_yield", weight=1)],
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conditions=[
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ConditionSpec(field="total_mv", op="gte", value=50000),
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ConditionSpec(field="close", op="gt", ref="ma60"),
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ConditionSpec(field="industry", op="in", value=["银行", "白酒"]),
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],
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)
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doc = describe_strategy(st)
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joined = "\n".join([doc.formula, *doc.steps])
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assert "total_mv >= 50000 万元" in joined
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assert "close > 字段 ma60" in joined and "ma60 元" not in joined
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assert "['银行', '白酒']" in joined
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|
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def test_universe_step_conditional_and_time_accurate(self) -> None:
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"""股票池步骤只写实际生效的过滤，且时点口径必须正确（起始日过滤一次）。
|
||
|
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以 service._load_daily / universe.filter_stocks 的代码为准：universe 过滤在
|
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as_of=回测起始日执行一次，之后只有 exclude_st 会按当日名称逐择股日重判。
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"""
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doc = describe_strategy(_spec(universe=UniverseSpec(min_listing_days=250), conditions=[]))
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pool_step = doc.steps[1]
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assert "回测起始日按 universe 过滤一次" in pool_step
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assert "当日名称" in pool_step
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||
assert "指数成分" not in pool_step, "未配置 index_code 时不得声称有指数成分过滤"
|
||
|
||
idx = describe_strategy(
|
||
_spec(
|
||
universe=UniverseSpec(index_code="000300.SH", exclude_st=False, min_listing_days=0),
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||
conditions=[],
|
||
)
|
||
)
|
||
assert "000300.SH 的当日历史成分" in idx.steps[1]
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assert "名称含 ST" not in idx.steps[1]
|
||
|
||
def test_warnings_cover_unmodelled_constraints(self) -> None:
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# exclude_st 默认 True（UniverseSpec 默认值）时才需要标注时点/快照口径
|
||
doc = describe_strategy(_spec(universe=UniverseSpec(min_listing_days=250)))
|
||
joined = " | ".join(doc.warnings)
|
||
assert "exclude_suspended" in joined, "停牌未建模必须标注"
|
||
assert "名称变更历史" in joined, "exclude_st 时点/快照口径必须标注"
|
||
assert "幸存者偏差" in joined
|
||
assert "涨跌停" in joined
|
||
|
||
def test_warnings_flag_none_adjustment_and_industry_cap(self) -> None:
|
||
from app.domain.entities.research import PortfolioSpec
|
||
|
||
doc = describe_strategy(
|
||
_spec(price_adjustment="none", portfolio=PortfolioSpec(max_industry_weight_pct=0.3))
|
||
)
|
||
joined = " | ".join(doc.warnings)
|
||
assert "不复权" in joined
|
||
assert "未建模" in joined and "行业权重" in joined
|
||
|
||
def test_stale_pool_warning_when_y_lt_m(self) -> None:
|
||
doc = describe_strategy(
|
||
_spec(selection_interval_months=12, rebalance_interval_months=3, conditions=[])
|
||
)
|
||
assert any("池子陈旧" in w for w in doc.warnings)
|
||
|
||
|
||
class TestDefinitionInput:
|
||
def test_selection_strategy_describes_only_selection(self) -> None:
|
||
"""选股策略说明只讲「怎么选」，不假装知道回测参数（重构后无 period/costs/selection）。"""
|
||
st = SelectionStrategy(
|
||
name="演示",
|
||
factors=[FactorSpec(name="momentum_60", weight=1.0)],
|
||
conditions=[{"field": "dv_ratio", "op": "lte", "value": 30}],
|
||
)
|
||
doc = describe_strategy(st)
|
||
assert doc.summary and doc.formula and doc.steps
|
||
assert "选股策略" in doc.summary
|
||
assert "momentum_60" in doc.formula
|
||
# 如实声明回测参数不在策略内
|
||
assert any("回测组合" in w for w in doc.warnings)
|
||
|
||
def test_real_spec_has_no_placeholder_warning(self) -> None:
|
||
doc = describe_strategy(_spec())
|
||
assert not any("无回测区间" in w for w in doc.warnings)
|
||
assert "2020-01-01 ~ 2024-12-31" in doc.formula
|
||
|
||
def test_describe_does_not_mutate_input(self) -> None:
|
||
"""纯函数约定：只生成文本，不改写 spec（更不改写研究结果）。"""
|
||
spec = _spec()
|
||
before = spec.model_dump()
|
||
describe_strategy(spec)
|
||
assert spec.model_dump() == before
|
||
|
||
st = SelectionStrategy(name="演示", factors=[FactorSpec(name="momentum_60")])
|
||
before_st = st.model_dump()
|
||
describe_strategy(st)
|
||
assert st.model_dump() == before_st
|
||
|
||
def test_unsupported_input_raises_clear_type_error(self) -> None:
|
||
with pytest.raises(TypeError, match="ResearchSpec 或 SelectionStrategy"):
|
||
describe_strategy({"factors": []}) # type: ignore[arg-type]
|
||
|
||
|
||
# ---------- 策略 API：说明接口 + 原地更新（PUT） ----------
|
||
|
||
|
||
@pytest.fixture()
|
||
def client(tmp_path) -> TestClient:
|
||
engine = create_engine(f"sqlite:///{tmp_path / 'stratdoc.db'}", future=True)
|
||
Base.metadata.create_all(engine)
|
||
Session = sessionmaker(bind=engine, expire_on_commit=False)
|
||
|
||
def _session_override():
|
||
with Session() as s:
|
||
yield s
|
||
|
||
app.dependency_overrides[deps.get_session] = _session_override
|
||
with TestClient(app) as c:
|
||
yield c
|
||
app.dependency_overrides.clear()
|
||
|
||
|
||
_SPEC_BODY = {
|
||
"type": "backtest",
|
||
"universe": {"exclude_st": False, "min_listing_days": 0},
|
||
"factors": [{"name": "dividend_yield", "weight": 1.0}],
|
||
"selection": {"top_n": 20, "hold_top_x": 20, "allow_substitute": False, "defer_buy": True},
|
||
"rebalance": "monthly",
|
||
"selection_interval_months": 6,
|
||
"rebalance_interval_months": 6,
|
||
"period": ["2020-01-01", "2024-12-31"],
|
||
}
|
||
|
||
|
||
class TestStrategyDocApi:
|
||
def test_post_describe_from_research_spec_without_saving(self, client: TestClient) -> None:
|
||
resp = client.post("/api/strategies/describe", json=_SPEC_BODY)
|
||
assert resp.status_code == 200
|
||
doc = resp.json()
|
||
assert set(doc) == {"summary", "formula", "steps", "warnings"}
|
||
assert "dividend_yield" in doc["formula"]
|
||
assert "每 6 个月" in doc["summary"]
|
||
# 未保存：列表仍为空（POST /describe 与 POST /strategies 不冲突）
|
||
assert client.get("/api/strategies").json() == []
|
||
|
||
def test_post_describe_invalid_spec_422(self, client: TestClient) -> None:
|
||
bad = dict(_SPEC_BODY, period=["2024-01-01", "2020-01-01"])
|
||
assert client.post("/api/strategies/describe", json=bad).status_code == 422
|
||
|
||
def test_get_describe_saved_strategy_and_404(self, client: TestClient) -> None:
|
||
created = client.post(
|
||
"/api/strategies",
|
||
json={"name": "高股息", "factors": [{"name": "dividend_yield", "weight": 1}]},
|
||
)
|
||
sid = created.json()["id"]
|
||
resp = client.get(f"/api/strategies/{sid}/describe")
|
||
assert resp.status_code == 200
|
||
doc = resp.json()
|
||
assert doc["summary"]
|
||
assert "选股策略" in doc["summary"]
|
||
assert client.get("/api/strategies/STG-NOT-EXIST/describe").status_code == 404
|
||
|
||
def test_post_fills_empty_description(self, client: TestClient) -> None:
|
||
"""需求：策略必须有说明 —— description 为空/纯空白时由 summary 自动补全。"""
|
||
for desc in ("", " "):
|
||
resp = client.post(
|
||
"/api/strategies",
|
||
json={
|
||
"name": f"无说明策略-{len(desc)}",
|
||
"description": desc,
|
||
"factors": [{"name": "momentum_60", "weight": 1}],
|
||
},
|
||
)
|
||
assert resp.status_code == 200
|
||
body = resp.json()
|
||
assert body["description"].strip()
|
||
assert "momentum_60" in body["description"]
|
||
# 响应中的说明与 GET 读回一致（真的落库了）
|
||
assert client.get(f"/api/strategies/{body['id']}").json()["description"] == body[
|
||
"description"
|
||
]
|
||
|
||
def test_post_keeps_explicit_description(self, client: TestClient) -> None:
|
||
resp = client.post(
|
||
"/api/strategies",
|
||
json={
|
||
"name": "有说明策略",
|
||
"description": "我自己写的说明",
|
||
"factors": [{"name": "momentum_60", "weight": 1}],
|
||
},
|
||
)
|
||
assert resp.json()["description"] == "我自己写的说明"
|
||
|
||
def test_auto_description_fits_column_width(self, client: TestClient) -> None:
|
||
"""自动说明必须落在 `StrategyModel.description = String(300)` 之内。
|
||
|
||
重构后选股策略的说明只讲「怎么选」，天然简洁（不再拼回测公式），
|
||
即使挂满全部因子也远低于列宽 —— 这里断言「一定放得下」即可；
|
||
截断分支（超长带省略号）由 ResearchSpec 路径保留，选股策略触达不到。
|
||
"""
|
||
from app.api.strategies import _DESCRIPTION_MAX_CHARS
|
||
from app.quant.factors import list_factors
|
||
|
||
all_factors = [{"name": f.name, "weight": 1} for f in list_factors()]
|
||
resp = client.post(
|
||
"/api/strategies", json={"name": "全因子策略", "factors": all_factors}
|
||
)
|
||
assert resp.status_code == 200
|
||
desc = resp.json()["description"]
|
||
assert len(desc) <= _DESCRIPTION_MAX_CHARS, "选股策略说明也必须落在列宽内"
|
||
|
||
normal = client.post(
|
||
"/api/strategies",
|
||
json={"name": "单因子策略", "factors": [{"name": "dividend_yield", "weight": 1}]},
|
||
).json()["description"]
|
||
assert len(normal) <= _DESCRIPTION_MAX_CHARS
|
||
assert not normal.endswith("…")
|
||
|
||
|
||
class TestStrategyUpdateApi:
|
||
def _create(self, client: TestClient, name: str = "策略A") -> dict:
|
||
resp = client.post(
|
||
"/api/strategies",
|
||
json={
|
||
"name": name,
|
||
"description": "初始说明",
|
||
"factors": [{"name": "momentum_60", "weight": 1}],
|
||
},
|
||
)
|
||
assert resp.status_code == 200
|
||
return resp.json()
|
||
|
||
def test_put_updates_in_place_and_keeps_created_at(self, client: TestClient) -> None:
|
||
created = self._create(client)
|
||
sid = created["id"]
|
||
created_at = created["created_at"]
|
||
assert created_at is not None
|
||
|
||
resp = client.put(
|
||
f"/api/strategies/{sid}",
|
||
json={
|
||
"name": "策略A",
|
||
"description": "改后的说明",
|
||
"factors": [{"name": "momentum_20", "weight": 2}],
|
||
},
|
||
)
|
||
assert resp.status_code == 200
|
||
body = resp.json()
|
||
assert body["id"] == sid, "原地更新必须保持 id 不变（不新建）"
|
||
assert body["created_at"] == created_at, "PUT 不得刷新创建时间"
|
||
assert body["factors"][0]["name"] == "momentum_20"
|
||
assert body["description"] == "改后的说明"
|
||
|
||
# 再读一次：落库后的创建时间同样未变，且列表仍只有一条
|
||
assert client.get(f"/api/strategies/{sid}").json()["created_at"] == created_at
|
||
assert len(client.get("/api/strategies").json()) == 1
|
||
|
||
def test_put_path_id_wins_over_body_id(self, client: TestClient) -> None:
|
||
created = self._create(client, "策略B")
|
||
sid = created["id"]
|
||
resp = client.put(
|
||
f"/api/strategies/{sid}",
|
||
json={
|
||
"id": "STG-FAKE",
|
||
"name": "策略B",
|
||
"factors": [{"name": "momentum_60", "weight": 1}],
|
||
},
|
||
)
|
||
assert resp.status_code == 200
|
||
assert resp.json()["id"] == sid
|
||
assert client.get("/api/strategies/STG-FAKE").status_code == 404
|
||
|
||
def test_put_missing_strategy_404(self, client: TestClient) -> None:
|
||
resp = client.put(
|
||
"/api/strategies/STG-NOT-EXIST",
|
||
json={"name": "X", "factors": [{"name": "momentum_60", "weight": 1}]},
|
||
)
|
||
assert resp.status_code == 404
|
||
assert "不存在" in resp.json()["detail"]
|
||
|
||
def test_put_duplicate_name_400(self, client: TestClient) -> None:
|
||
first = self._create(client, "策略C")
|
||
second = self._create(client, "策略D")
|
||
resp = client.put(
|
||
f"/api/strategies/{second['id']}",
|
||
json={"name": "策略C", "factors": [{"name": "momentum_60", "weight": 1}]},
|
||
)
|
||
assert resp.status_code == 400
|
||
assert "策略名已存在" in resp.json()["detail"]
|
||
# 撞车失败后第二条策略名不变（未被部分写入）
|
||
assert client.get(f"/api/strategies/{second['id']}").json()["name"] == "策略D"
|
||
assert client.get(f"/api/strategies/{first['id']}").json()["name"] == "策略C"
|
||
|
||
def test_put_fills_empty_description(self, client: TestClient) -> None:
|
||
created = self._create(client, "策略E")
|
||
resp = client.put(
|
||
f"/api/strategies/{created['id']}",
|
||
json={
|
||
"name": "策略E",
|
||
"description": " ",
|
||
"factors": [{"name": "dividend_yield", "weight": 1}],
|
||
},
|
||
)
|
||
assert resp.status_code == 200
|
||
assert resp.json()["description"].strip()
|
||
assert "dividend_yield" in resp.json()["description"]
|