stonks-oracle/tests/test_rollups.py

"""Tests for sector and market rollup aggregation.

Tests the pure rollup logic (no DB required).

Requirements: 6.3, 6.4, 6.5
"""
from datetime import datetime, timezone

from services.aggregation.rollups import (
    CompanyTrendRow,
    rollup_trends,
    _build_rollup_disagreement,
    _derive_rollup_direction,
)
from services.shared.schemas import TrendDirection, TrendWindow

NOW = datetime(2026, 4, 11, 12, 0, 0, tzinfo=timezone.utc)


def _make_trend(
    ticker: str = "AAPL",
    sector: str = "Technology",
    window: str = "7d",
    direction: str = "bullish",
    strength: float = 0.6,
    confidence: float = 0.8,
    contradiction: float = 0.1,
    catalysts: list[str] | None = None,
    risks: list[str] | None = None,
    supporting: list[str] | None = None,
    opposing: list[str] | None = None,
) -> CompanyTrendRow:
    return CompanyTrendRow(
        entity_id=ticker,
        sector=sector,
        window=window,
        trend_direction=direction,
        trend_strength=strength,
        confidence=confidence,
        contradiction_score=contradiction,
        dominant_catalysts=catalysts or ["earnings"],
        material_risks=risks or [],
        top_supporting_evidence=supporting or ["doc-1"],
        top_opposing_evidence=opposing or [],
    )


# ---------------------------------------------------------------------------
# rollup_trends
# ---------------------------------------------------------------------------


def test_rollup_empty():
    summary = rollup_trends([], "sector", "Technology", "7d", NOW)
    assert summary.entity_type == "sector"
    assert summary.entity_id == "Technology"
    assert summary.trend_direction == TrendDirection.NEUTRAL
    assert summary.trend_strength == 0.0
    assert summary.confidence == 0.0


def test_rollup_single_bullish():
    trends = [_make_trend("AAPL", direction="bullish", strength=0.7, confidence=0.9)]
    summary = rollup_trends(trends, "sector", "Technology", "7d", NOW)
    assert summary.trend_direction == TrendDirection.BULLISH
    assert summary.trend_strength > 0
    assert summary.confidence > 0
    assert summary.window == TrendWindow.SEVEN_DAY


def test_rollup_mixed_directions():
    trends = [
        _make_trend("AAPL", direction="bullish", strength=0.6, confidence=0.8),
        _make_trend("MSFT", direction="bearish", strength=0.6, confidence=0.8),
    ]
    summary = rollup_trends(trends, "sector", "Technology", "7d", NOW)
    # Equal and opposite → neutral or mixed
    assert summary.trend_direction in (TrendDirection.NEUTRAL, TrendDirection.MIXED)


def test_rollup_confidence_weighted():
    """Higher-confidence company should dominate the rollup direction."""
    trends = [
        _make_trend("AAPL", direction="bullish", strength=0.8, confidence=0.95),
        _make_trend("MSFT", direction="bearish", strength=0.3, confidence=0.2),
    ]
    summary = rollup_trends(trends, "sector", "Technology", "7d", NOW)
    assert summary.trend_direction == TrendDirection.BULLISH


def test_rollup_catalysts_aggregated():
    trends = [
        _make_trend("AAPL", catalysts=["earnings", "product"], confidence=0.8),
        _make_trend("MSFT", catalysts=["product", "macro"], confidence=0.6),
    ]
    summary = rollup_trends(trends, "sector", "Technology", "7d", NOW)
    # "product" appears in both → should be top catalyst
    assert "product" in summary.dominant_catalysts


def test_rollup_risks_deduplicated():
    trends = [
        _make_trend("AAPL", risks=["regulatory risk", "supply chain"], confidence=0.8),
        _make_trend("MSFT", risks=["Regulatory Risk", "tariffs"], confidence=0.6),
    ]
    summary = rollup_trends(trends, "sector", "Technology", "7d", NOW)
    risk_lower = [r.lower() for r in summary.material_risks]
    assert risk_lower.count("regulatory risk") == 1


def test_rollup_evidence_collected():
    trends = [
        _make_trend("AAPL", supporting=["doc-1", "doc-2"], opposing=["doc-3"]),
        _make_trend("MSFT", supporting=["doc-4"], opposing=["doc-5"]),
    ]
    summary = rollup_trends(trends, "market", "all", "7d", NOW)
    assert "doc-1" in summary.top_supporting_evidence
    assert "doc-4" in summary.top_supporting_evidence
    assert "doc-3" in summary.top_opposing_evidence


def test_rollup_market_entity_type():
    trends = [_make_trend("AAPL"), _make_trend("JPM", sector="Financials")]
    summary = rollup_trends(trends, "market", "all", "7d", NOW)
    assert summary.entity_type == "market"
    assert summary.entity_id == "all"


# ---------------------------------------------------------------------------
# _derive_rollup_direction
# ---------------------------------------------------------------------------


def test_derive_direction_bullish():
    assert _derive_rollup_direction(0.5, 0.0) == TrendDirection.BULLISH


def test_derive_direction_bearish():
    assert _derive_rollup_direction(-0.5, 0.0) == TrendDirection.BEARISH


def test_derive_direction_neutral():
    assert _derive_rollup_direction(0.05, 0.0) == TrendDirection.NEUTRAL


def test_derive_direction_mixed_high_contradiction():
    assert _derive_rollup_direction(0.1, 0.2) == TrendDirection.MIXED


# ---------------------------------------------------------------------------
# _build_rollup_disagreement
# ---------------------------------------------------------------------------


def test_disagreement_no_conflict():
    trends = [
        _make_trend("AAPL", direction="bullish"),
        _make_trend("MSFT", direction="bullish"),
    ]
    details = _build_rollup_disagreement(trends, "Technology")
    assert details == []


def test_disagreement_with_conflict():
    trends = [
        _make_trend("AAPL", direction="bullish", confidence=0.8),
        _make_trend("MSFT", direction="bearish", confidence=0.7),
    ]
    details = _build_rollup_disagreement(trends, "Technology")
    assert len(details) == 1
    assert details[0].dimension == "company_direction"
    assert "AAPL" in details[0].positive_doc_ids
    assert "MSFT" in details[0].negative_doc_ids