feat: trading feedback engine — periodic performance reports with AI summarization
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- Migration 038: trading_reports table + report-summarizer agent seed
- 6 reporting modules: models, collector, sections, validator, summarizer, generator
- API endpoints: GET /api/reports (paginated, filterable), GET /api/reports/{id}
- Frontend hooks: useReports, useReport with TanStack Query
- Scheduler: daily (after 16:30 ET) and weekly (Saturday) report triggers
- Redis queue consumer for async report generation with retry/dedup
- 5 property-based tests (chunking, serialization, validation, accuracy, deltas)
- 109 unit/integration tests across all modules
- 6 frontend hook tests with MSW mocks
This commit is contained in:
Celes Renata
2026-05-01 22:13:09 +00:00
parent 376fcb4bb4
commit bc077bfcc8
28 changed files with 6771 additions and 1 deletions
+41
View File
@@ -1051,3 +1051,44 @@ export function useValidationAttributionLayers(lookback = '30d', horizon = '7d')
const path = `/api/validation/attribution/layers${qs.toString() ? '?' + qs : ''}`;
return useGet<LayerAttributionResponse>(['validation-attribution-layers', lookback, horizon], 'query', path);
}
// ---------------------------------------------------------------------------
// Trading Reports
// ---------------------------------------------------------------------------
export interface ReportListItem {
id: string;
report_type: string;
period_start: string;
period_end: string;
validation_status: string;
generated_at: string;
}
export interface ReportDetail extends ReportListItem {
report_data: Record<string, unknown>;
created_at: string;
}
export function useReports(params?: {
report_type?: string;
start_date?: string;
end_date?: string;
limit?: number;
offset?: number;
}) {
const qs = new URLSearchParams();
if (params?.report_type) qs.set('report_type', params.report_type);
if (params?.start_date) qs.set('start_date', params.start_date);
if (params?.end_date) qs.set('end_date', params.end_date);
if (params?.limit) qs.set('limit', String(params.limit));
if (params?.offset) qs.set('offset', String(params.offset));
const path = `/api/reports${qs.toString() ? '?' + qs : ''}`;
return useGet<ReportListItem[]>(['reports', params], 'query', path);
}
export function useReport(id: string | undefined) {
return useGet<ReportDetail>(
['report', id], 'query', `/api/reports/${id}`, !!id
);
}
+11
View File
@@ -334,6 +334,17 @@ export const handlers = [
return HttpResponse.json({ enabled: body.enabled, previous_enabled: true, toggled_by: 'operator' });
}),
// Trading Reports
http.get('/api/reports', () => HttpResponse.json([
{ id: 'rpt-1', report_type: 'daily', period_start: '2025-01-15', period_end: '2025-01-15', validation_status: 'passed', generated_at: '2025-01-15T21:30:00Z' },
])),
http.get('/api/reports/:id', ({ params }) => {
if (params.id === 'rpt-1') {
return HttpResponse.json({ id: 'rpt-1', report_type: 'daily', period_start: '2025-01-15', period_end: '2025-01-15', report_data: { pnl: { realized_pnl: 125.5 }, executive_summary: 'Test' }, validation_status: 'passed', generated_at: '2025-01-15T21:30:00Z', created_at: '2025-01-15T21:30:05Z' });
}
return new HttpResponse(null, { status: 404 });
}),
// Validation: Model Quality & Calibration endpoints
http.get('/api/validation/summary', () => HttpResponse.json(mockValidationSummary)),
http.get('/api/validation/calibration', () => HttpResponse.json(mockValidationCalibration)),
+155
View File
@@ -0,0 +1,155 @@
/**
* Frontend hook tests for trading reports.
*
* Tests useReports and useReport hooks with MSW mocks.
* Requirements validated: 5.4, 5.5
*/
import { renderHook, waitFor } from '@testing-library/react';
import { QueryClient, QueryClientProvider } from '@tanstack/react-query';
import { http, HttpResponse } from 'msw';
import { type ReactNode, createElement } from 'react';
import { describe, expect, it } from 'vitest';
import { useReports, useReport } from '../api/hooks';
import { server } from './mocks/server';
const mockReportList = [
{
id: 'rpt-1',
report_type: 'daily',
period_start: '2025-01-15',
period_end: '2025-01-15',
validation_status: 'passed',
generated_at: '2025-01-15T21:30:00Z',
},
{
id: 'rpt-2',
report_type: 'weekly',
period_start: '2025-01-13',
period_end: '2025-01-17',
validation_status: 'warnings',
generated_at: '2025-01-18T10:00:00Z',
},
];
const mockReportDetail = {
id: 'rpt-1',
report_type: 'daily',
period_start: '2025-01-15',
period_end: '2025-01-15',
validation_status: 'passed',
generated_at: '2025-01-15T21:30:00Z',
created_at: '2025-01-15T21:30:05Z',
report_data: {
pnl: { realized_pnl: 125.5, unrealized_pnl: -30.2 },
executive_summary: 'Test executive summary',
},
};
function createWrapper() {
const queryClient = new QueryClient({
defaultOptions: {
queries: { retry: false, gcTime: 0 },
},
});
return function Wrapper({ children }: { children: ReactNode }) {
return createElement(QueryClientProvider, { client: queryClient }, children);
};
}
describe('useReports', () => {
it('fetches report list with default params', async () => {
server.use(
http.get('/api/reports', () => HttpResponse.json(mockReportList)),
);
const { result } = renderHook(() => useReports(), {
wrapper: createWrapper(),
});
await waitFor(() => expect(result.current.isSuccess).toBe(true));
expect(result.current.data).toHaveLength(2);
expect(result.current.data![0].id).toBe('rpt-1');
expect(result.current.data![0].report_type).toBe('daily');
expect(result.current.data![1].report_type).toBe('weekly');
});
it('passes query params for filtering', async () => {
let capturedUrl = '';
server.use(
http.get('/api/reports', ({ request }) => {
capturedUrl = request.url;
return HttpResponse.json([mockReportList[0]]);
}),
);
const { result } = renderHook(
() => useReports({ report_type: 'daily', limit: 10 }),
{ wrapper: createWrapper() },
);
await waitFor(() => expect(result.current.isSuccess).toBe(true));
expect(capturedUrl).toContain('report_type=daily');
expect(capturedUrl).toContain('limit=10');
expect(result.current.data).toHaveLength(1);
});
it('handles error state', async () => {
server.use(
http.get('/api/reports', () =>
new HttpResponse(null, { status: 500 }),
),
);
const { result } = renderHook(() => useReports(), {
wrapper: createWrapper(),
});
await waitFor(() => expect(result.current.isError).toBe(true));
});
});
describe('useReport', () => {
it('fetches single report by id', async () => {
server.use(
http.get('/api/reports/rpt-1', () =>
HttpResponse.json(mockReportDetail),
),
);
const { result } = renderHook(() => useReport('rpt-1'), {
wrapper: createWrapper(),
});
await waitFor(() => expect(result.current.isSuccess).toBe(true));
expect(result.current.data!.id).toBe('rpt-1');
expect(result.current.data!.report_data).toBeDefined();
expect(result.current.data!.report_data.pnl).toBeDefined();
expect(result.current.data!.created_at).toBe('2025-01-15T21:30:05Z');
});
it('does not fetch when id is undefined', async () => {
const { result } = renderHook(() => useReport(undefined), {
wrapper: createWrapper(),
});
// Should stay in idle/loading state without fetching
expect(result.current.isFetching).toBe(false);
});
it('handles 404 error', async () => {
server.use(
http.get('/api/reports/nonexistent', () =>
new HttpResponse(null, { status: 404 }),
),
);
const { result } = renderHook(() => useReport('nonexistent'), {
wrapper: createWrapper(),
});
await waitFor(() => expect(result.current.isError).toBe(true));
});
});