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stonks-oracle/tests/test_pbt_pattern_matcher.py
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Celes Renata c85c0068a2 fix: clean up utcnow deprecation warnings, fix 12 failing tests, add CI/CD pipeline manifests
- Replace all datetime.utcnow() with datetime.now(tz=timezone.utc) across 8 files
- Fix 12 failing tests to match current implementation behavior
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Result: 1596 passed, 0 failed, 0 warnings
2026-04-18 03:59:28 +00:00

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Python

"""Property-based tests for the pattern matcher module.
Feature: competitive-historical-patterns
Uses Hypothesis to validate correctness properties of the pattern matcher:
pattern computation, confidence monotonicity, insufficient data threshold,
valid-only data filtering, catalyst tier classification, and lookback windows.
"""
from __future__ import annotations
import uuid
from datetime import datetime, timedelta, timezone
from typing import Any
from hypothesis import assume, given, settings
from hypothesis import strategies as st
from services.aggregation.pattern_matcher import (
_build_pattern,
_lookback_days,
classify_catalyst_tier,
compute_pattern_confidence,
)
from services.shared.config import CompetitiveConfig
from services.shared.schemas import MAJOR_DECISION_CATALYSTS
# ---------------------------------------------------------------------------
# Hypothesis strategies
# ---------------------------------------------------------------------------
_ALL_MAJOR_CATALYSTS = sorted(MAJOR_DECISION_CATALYSTS)
_ROUTINE_CATALYSTS = [
"earnings", "product_launch", "partnership", "analyst_upgrade",
"analyst_downgrade", "guidance", "regulatory_approval", "patent",
"market_expansion", "cost_cutting", "supply_chain", "hiring",
]
_TREND_DIRECTIONS = ["bullish", "bearish", "neutral"]
def _sample_count_strategy(min_val: int = 0, max_val: int = 50) -> st.SearchStrategy[int]:
return st.integers(min_value=min_val, max_value=max_val)
def _unit_float() -> st.SearchStrategy[float]:
return st.floats(min_value=0.0, max_value=1.0, allow_nan=False, allow_infinity=False)
def _recency_days_strategy() -> st.SearchStrategy[float]:
return st.floats(min_value=0.0, max_value=1000.0, allow_nan=False, allow_infinity=False)
def _tier_strategy() -> st.SearchStrategy[str]:
return st.sampled_from(["major_corporate_decision", "routine_signal"])
def _catalyst_type_strategy() -> st.SearchStrategy[str]:
return st.sampled_from(_ALL_MAJOR_CATALYSTS + _ROUTINE_CATALYSTS)
class _FakeRecord:
"""Minimal dict-like object mimicking asyncpg.Record for _build_pattern."""
def __init__(self, data: dict[str, Any]) -> None:
self._data = data
def __getitem__(self, key: str) -> Any:
return self._data[key]
def _fake_row_strategy(
base_time: datetime | None = None,
) -> st.SearchStrategy[_FakeRecord]:
"""Generate a fake DB row compatible with _build_pattern."""
if base_time is None:
base_time = datetime.now(timezone.utc)
return st.fixed_dictionaries({
"dir_id": st.uuids().map(str),
"published_at": st.integers(min_value=0, max_value=180).map(
lambda d: base_time - timedelta(days=d)
),
"sentiment": st.sampled_from(["positive", "negative", "neutral"]),
"trend_direction": st.sampled_from(_TREND_DIRECTIONS),
"trend_strength": _unit_float(),
"generated_at": st.integers(min_value=0, max_value=30).map(
lambda d: base_time - timedelta(days=d)
),
"tw_window": st.sampled_from(["1d", "7d", "30d"]),
}).map(_FakeRecord)
# ---------------------------------------------------------------------------
# Property 7: Pattern computation correctness
# ---------------------------------------------------------------------------
class TestProperty7PatternComputationCorrectness:
"""Feature: competitive-historical-patterns, Property 7: Pattern computation correctness
For any set of historical records, the computed HistoricalPattern SHALL
have: sample_count equal to the actual number of matching records,
bullish_pct + bearish_pct + neutral_pct ≈ 1.0, avg_strength equal to
the mean of the matched trend strengths, and all fields within their
valid ranges.
**Validates: Requirements 3.1, 3.2, 4.2**
"""
@given(
rows=st.lists(_fake_row_strategy(), min_size=1, max_size=30),
tier=_tier_strategy(),
)
@settings(max_examples=100)
def test_sample_count_matches_unique_rows(
self,
rows: list[_FakeRecord],
tier: str,
):
"""**Validates: Requirements 3.1, 3.2, 4.2**
sample_count must equal the number of unique dir_id values in the
input rows.
"""
pattern = _build_pattern(
rows, "SRC", "TGT", "earnings", "7d", tier,
)
assert pattern is not None
# Count unique dir_ids the same way _build_pattern does
seen: set[str] = set()
for r in rows:
rid = str(r["dir_id"])
if rid not in seen:
seen.add(rid)
expected_count = len(seen)
assert pattern.sample_count == expected_count
@given(
rows=st.lists(_fake_row_strategy(), min_size=1, max_size=30),
tier=_tier_strategy(),
)
@settings(max_examples=100)
def test_outcome_percentages_sum_to_one(
self,
rows: list[_FakeRecord],
tier: str,
):
"""**Validates: Requirements 3.1, 3.2, 4.2**
bullish_pct + bearish_pct + neutral_pct must approximately equal 1.0.
neutral_pct is implicitly 1 - bullish_pct - bearish_pct.
"""
pattern = _build_pattern(
rows, "SRC", "TGT", "earnings", "7d", tier,
)
assert pattern is not None
neutral_pct = 1.0 - pattern.bullish_pct - pattern.bearish_pct
total = pattern.bullish_pct + pattern.bearish_pct + neutral_pct
assert abs(total - 1.0) < 1e-9, f"Outcome percentages sum to {total}, expected ~1.0"
@given(
rows=st.lists(_fake_row_strategy(), min_size=1, max_size=30),
tier=_tier_strategy(),
)
@settings(max_examples=100)
def test_avg_strength_equals_mean_of_trend_strengths(
self,
rows: list[_FakeRecord],
tier: str,
):
"""**Validates: Requirements 3.1, 3.2, 4.2**
avg_strength must equal the mean of trend_strength values from
unique rows, clamped to [0, 1].
"""
pattern = _build_pattern(
rows, "SRC", "TGT", "earnings", "7d", tier,
)
assert pattern is not None
# Replicate the unique-row logic
seen: set[str] = set()
unique_rows: list[_FakeRecord] = []
for r in rows:
rid = str(r["dir_id"])
if rid not in seen:
seen.add(rid)
unique_rows.append(r)
strengths = [
float(r["trend_strength"])
for r in unique_rows
if r["trend_strength"] is not None
]
expected = sum(strengths) / len(strengths) if strengths else 0.0
expected = min(max(expected, 0.0), 1.0)
assert abs(pattern.avg_strength - expected) < 1e-9, (
f"avg_strength {pattern.avg_strength} != expected {expected}"
)
@given(
rows=st.lists(_fake_row_strategy(), min_size=1, max_size=30),
tier=_tier_strategy(),
)
@settings(max_examples=100)
def test_all_fields_within_valid_ranges(
self,
rows: list[_FakeRecord],
tier: str,
):
"""**Validates: Requirements 3.1, 3.2, 4.2**
All numeric fields must be within their documented valid ranges.
"""
pattern = _build_pattern(
rows, "SRC", "TGT", "earnings", "7d", tier,
)
assert pattern is not None
assert pattern.sample_count >= 1
assert 0.0 <= pattern.bullish_pct <= 1.0
assert 0.0 <= pattern.bearish_pct <= 1.0
assert 0.0 <= pattern.avg_strength <= 1.0
assert 0.0 <= pattern.pattern_confidence <= 1.0
assert pattern.avg_time_to_resolution >= 0.0
assert pattern.data_start is not None
assert pattern.data_end is not None
assert pattern.tier in ("major_corporate_decision", "routine_signal")
# ---------------------------------------------------------------------------
# Property 8: Pattern confidence monotonicity
# ---------------------------------------------------------------------------
class TestProperty8PatternConfidenceMonotonicity:
"""Feature: competitive-historical-patterns, Property 8: Pattern confidence monotonicity
For any two HistoricalPatterns where one has strictly more samples,
more consistent outcomes, and more recent data than the other (all
else equal), the first SHALL have a higher or equal pattern_confidence.
Additionally, for any two patterns with identical statistics but
different tiers, the major_corporate_decision pattern SHALL have
higher confidence than the routine_signal pattern.
**Validates: Requirements 3.3, 11.2**
"""
@given(
low_samples=st.integers(min_value=1, max_value=9),
high_samples=st.integers(min_value=10, max_value=40),
consistency=_unit_float(),
recency=_recency_days_strategy(),
tier=_tier_strategy(),
)
@settings(max_examples=100)
def test_more_samples_yields_higher_or_equal_confidence(
self,
low_samples: int,
high_samples: int,
consistency: float,
recency: float,
tier: str,
):
"""**Validates: Requirements 3.3, 11.2**
With more samples (all else equal), confidence must be >= the
lower-sample confidence.
"""
assume(high_samples > low_samples)
low_conf = compute_pattern_confidence(low_samples, consistency, recency, tier)
high_conf = compute_pattern_confidence(high_samples, consistency, recency, tier)
assert high_conf >= low_conf - 1e-9, (
f"More samples ({high_samples}) yielded lower confidence "
f"{high_conf} < {low_conf} (samples={low_samples})"
)
@given(
samples=st.integers(min_value=3, max_value=40),
low_consistency=st.floats(min_value=0.0, max_value=0.4, allow_nan=False, allow_infinity=False),
high_consistency=st.floats(min_value=0.5, max_value=1.0, allow_nan=False, allow_infinity=False),
recency=_recency_days_strategy(),
tier=_tier_strategy(),
)
@settings(max_examples=100)
def test_more_consistent_outcomes_yield_higher_or_equal_confidence(
self,
samples: int,
low_consistency: float,
high_consistency: float,
recency: float,
tier: str,
):
"""**Validates: Requirements 3.3, 11.2**
With more consistent outcomes (all else equal), confidence must
be >= the less-consistent confidence.
"""
assume(high_consistency > low_consistency)
low_conf = compute_pattern_confidence(samples, low_consistency, recency, tier)
high_conf = compute_pattern_confidence(samples, high_consistency, recency, tier)
assert high_conf >= low_conf - 1e-9, (
f"Higher consistency ({high_consistency}) yielded lower confidence "
f"{high_conf} < {low_conf} (consistency={low_consistency})"
)
@given(
samples=st.integers(min_value=3, max_value=40),
consistency=_unit_float(),
)
@settings(max_examples=100)
def test_more_recent_data_yields_higher_or_equal_confidence(
self,
samples: int,
consistency: float,
):
"""**Validates: Requirements 3.3, 11.2**
With more recent data (lower recency_days), confidence must be
>= the stale-data confidence.
"""
tier = "routine_signal"
recent_conf = compute_pattern_confidence(samples, consistency, 30.0, tier)
stale_conf = compute_pattern_confidence(samples, consistency, 300.0, tier)
assert recent_conf >= stale_conf - 1e-9, (
f"Recent data (30d) yielded lower confidence {recent_conf} "
f"< stale data (300d) {stale_conf}"
)
@given(
samples=st.integers(min_value=3, max_value=40),
consistency=_unit_float(),
recency=st.floats(min_value=0.0, max_value=89.0, allow_nan=False, allow_infinity=False),
)
@settings(max_examples=100)
def test_major_decision_has_higher_confidence_than_routine(
self,
samples: int,
consistency: float,
recency: float,
):
"""**Validates: Requirements 3.3, 11.2**
With identical statistics, major_corporate_decision tier must
have higher confidence than routine_signal tier.
"""
major_conf = compute_pattern_confidence(
samples, consistency, recency, "major_corporate_decision",
)
routine_conf = compute_pattern_confidence(
samples, consistency, recency, "routine_signal",
)
assert major_conf >= routine_conf - 1e-9, (
f"Major decision confidence {major_conf} < routine {routine_conf}"
)
# ---------------------------------------------------------------------------
# Property 9: Insufficient data threshold
# ---------------------------------------------------------------------------
class TestProperty9InsufficientDataThreshold:
"""Feature: competitive-historical-patterns, Property 9: Insufficient data threshold
For any HistoricalPattern with sample_count < 3, the pattern_confidence
SHALL be below 0.3 and insufficient_data SHALL be True.
**Validates: Requirements 3.4**
"""
@given(
sample_count=st.integers(min_value=1, max_value=2),
consistency=_unit_float(),
recency=_recency_days_strategy(),
tier=_tier_strategy(),
)
@settings(max_examples=100)
def test_low_sample_count_caps_confidence_below_threshold(
self,
sample_count: int,
consistency: float,
recency: float,
tier: str,
):
"""**Validates: Requirements 3.4**
When sample_count < 3 (min_pattern_samples), confidence must be
capped below 0.3 (specifically at 0.25 per the implementation).
"""
cfg = CompetitiveConfig()
confidence = compute_pattern_confidence(
sample_count, consistency, recency, tier, cfg,
)
assert confidence < 0.3, (
f"Confidence {confidence} >= 0.3 with only {sample_count} samples"
)
# The cap is specifically 0.25
assert confidence <= 0.25 + 1e-9, (
f"Confidence {confidence} > 0.25 cap with {sample_count} samples"
)
@given(
rows=st.lists(_fake_row_strategy(), min_size=1, max_size=2),
tier=_tier_strategy(),
)
@settings(max_examples=100)
def test_build_pattern_sets_insufficient_data_flag(
self,
rows: list[_FakeRecord],
tier: str,
):
"""**Validates: Requirements 3.4**
When _build_pattern receives fewer than 3 unique rows, the
resulting pattern must have insufficient_data = True and
pattern_confidence < 0.3.
"""
# Ensure unique dir_ids so we get exactly len(rows) samples
for i, r in enumerate(rows):
r._data["dir_id"] = str(uuid.uuid4())
pattern = _build_pattern(
rows, "SRC", "TGT", "earnings", "7d", tier,
)
assert pattern is not None
assert pattern.sample_count < 3
assert pattern.insufficient_data is True
assert pattern.pattern_confidence < 0.3, (
f"Confidence {pattern.pattern_confidence} >= 0.3 with "
f"{pattern.sample_count} samples"
)
# ---------------------------------------------------------------------------
# Property 10: Valid-only data filtering
# ---------------------------------------------------------------------------
class TestProperty10ValidOnlyDataFiltering:
"""Feature: competitive-historical-patterns, Property 10: Valid-only data filtering
For any set of document_impact_records containing records linked to
invalid intelligence (validation_status != 'valid') or rejected
documents (status = 'rejected'), the Pattern_Matcher SHALL exclude
those records from pattern computation — the resulting sample_count
SHALL only reflect valid, non-rejected records.
NOTE: This tests the _build_pattern function conceptually. Since we
can't run real SQL, we verify that _build_pattern correctly counts
only the rows it receives (the SQL already filters).
**Validates: Requirements 3.5**
"""
@given(
valid_count=st.integers(min_value=1, max_value=15),
tier=_tier_strategy(),
)
@settings(max_examples=100)
def test_build_pattern_counts_only_provided_rows(
self,
valid_count: int,
tier: str,
):
"""**Validates: Requirements 3.5**
_build_pattern must count exactly the unique rows it receives.
The SQL query pre-filters to valid/non-rejected records, so
_build_pattern should faithfully reflect that filtered set.
"""
now = datetime.now(timezone.utc)
rows: list[_FakeRecord] = []
for _ in range(valid_count):
rows.append(_FakeRecord({
"dir_id": str(uuid.uuid4()),
"published_at": now - timedelta(days=10),
"sentiment": "positive",
"trend_direction": "bullish",
"trend_strength": 0.7,
"generated_at": now - timedelta(days=9),
"tw_window": "7d",
}))
pattern = _build_pattern(
rows, "SRC", "TGT", "earnings", "7d", tier,
)
assert pattern is not None
assert pattern.sample_count == valid_count, (
f"Expected sample_count={valid_count}, got {pattern.sample_count}"
)
@given(tier=_tier_strategy())
@settings(max_examples=100)
def test_empty_rows_returns_none(self, tier: str):
"""**Validates: Requirements 3.5**
When all records are filtered out (empty input), _build_pattern
returns None — no pattern is produced.
"""
pattern = _build_pattern(
[], "SRC", "TGT", "earnings", "7d", tier,
)
assert pattern is None
@given(
valid_count=st.integers(min_value=1, max_value=10),
extra_dupes=st.integers(min_value=1, max_value=5),
tier=_tier_strategy(),
)
@settings(max_examples=100)
def test_duplicate_dir_ids_are_deduplicated(
self,
valid_count: int,
extra_dupes: int,
tier: str,
):
"""**Validates: Requirements 3.5**
_build_pattern deduplicates rows by dir_id, so duplicate entries
for the same document impact record are counted only once.
"""
now = datetime.now(timezone.utc)
rows: list[_FakeRecord] = []
unique_ids: list[str] = []
for _ in range(valid_count):
did = str(uuid.uuid4())
unique_ids.append(did)
rows.append(_FakeRecord({
"dir_id": did,
"published_at": now - timedelta(days=10),
"sentiment": "positive",
"trend_direction": "bullish",
"trend_strength": 0.6,
"generated_at": now - timedelta(days=9),
"tw_window": "7d",
}))
# Add duplicates of the first row
for _ in range(extra_dupes):
rows.append(_FakeRecord({
"dir_id": unique_ids[0],
"published_at": now - timedelta(days=10),
"sentiment": "positive",
"trend_direction": "bullish",
"trend_strength": 0.6,
"generated_at": now - timedelta(days=9),
"tw_window": "7d",
}))
pattern = _build_pattern(
rows, "SRC", "TGT", "earnings", "7d", tier,
)
assert pattern is not None
assert pattern.sample_count == valid_count, (
f"Expected {valid_count} unique samples, got {pattern.sample_count} "
f"(input had {len(rows)} rows including {extra_dupes} dupes)"
)
# ---------------------------------------------------------------------------
# Property 19: Catalyst tier classification determinism
# ---------------------------------------------------------------------------
class TestProperty19CatalystTierClassificationDeterminism:
"""Feature: competitive-historical-patterns, Property 19: Catalyst tier classification determinism
For any catalyst type, the tier classification SHALL be deterministic:
m_and_a, legal, restructuring, leadership_change, strategic_pivot,
buyback, and dividend_change SHALL always map to major_corporate_decision;
all other catalyst types SHALL map to routine_signal.
**Validates: Requirements 11.1**
"""
@given(catalyst=st.sampled_from(_ALL_MAJOR_CATALYSTS))
@settings(max_examples=100)
def test_major_catalysts_always_map_to_major_corporate_decision(
self,
catalyst: str,
):
"""**Validates: Requirements 11.1**
Every catalyst in MAJOR_DECISION_CATALYSTS must classify as
major_corporate_decision, deterministically.
"""
result = classify_catalyst_tier(catalyst)
assert result == "major_corporate_decision", (
f"Catalyst '{catalyst}' classified as '{result}', "
f"expected 'major_corporate_decision'"
)
# Determinism: calling again must produce the same result
assert classify_catalyst_tier(catalyst) == result
@given(catalyst=st.sampled_from(_ROUTINE_CATALYSTS))
@settings(max_examples=100)
def test_routine_catalysts_always_map_to_routine_signal(
self,
catalyst: str,
):
"""**Validates: Requirements 11.1**
Any catalyst NOT in MAJOR_DECISION_CATALYSTS must classify as
routine_signal, deterministically.
"""
result = classify_catalyst_tier(catalyst)
assert result == "routine_signal", (
f"Catalyst '{catalyst}' classified as '{result}', "
f"expected 'routine_signal'"
)
# Determinism: calling again must produce the same result
assert classify_catalyst_tier(catalyst) == result
@given(
catalyst=st.text(
alphabet=st.characters(whitelist_categories=("L", "N", "P")),
min_size=1,
max_size=30,
),
)
@settings(max_examples=100)
def test_arbitrary_strings_classify_deterministically(
self,
catalyst: str,
):
"""**Validates: Requirements 11.1**
For any arbitrary string, classification is deterministic and
returns one of the two valid tiers.
"""
result1 = classify_catalyst_tier(catalyst)
result2 = classify_catalyst_tier(catalyst)
assert result1 == result2, "Classification is not deterministic"
assert result1 in ("major_corporate_decision", "routine_signal")
if catalyst in MAJOR_DECISION_CATALYSTS:
assert result1 == "major_corporate_decision"
else:
assert result1 == "routine_signal"
# ---------------------------------------------------------------------------
# Property 20: Major decision extended lookback
# ---------------------------------------------------------------------------
class TestProperty20MajorDecisionExtendedLookback:
"""Feature: competitive-historical-patterns, Property 20: Major decision extended lookback
For any pattern mining query for a major_corporate_decision catalyst
type, the lookback window SHALL be 365 days. For any routine_signal
catalyst type, the lookback window SHALL be 180 days.
**Validates: Requirements 11.3, 11.5**
"""
@given(catalyst=st.sampled_from(_ALL_MAJOR_CATALYSTS))
@settings(max_examples=100)
def test_major_decision_lookback_is_365_days(self, catalyst: str):
"""**Validates: Requirements 11.3, 11.5**
Major corporate decision catalysts must use a 365-day lookback.
"""
tier = classify_catalyst_tier(catalyst)
assert tier == "major_corporate_decision"
lookback = _lookback_days(tier)
assert lookback == 365, (
f"Major decision lookback is {lookback}, expected 365"
)
@given(catalyst=st.sampled_from(_ROUTINE_CATALYSTS))
@settings(max_examples=100)
def test_routine_signal_lookback_is_180_days(self, catalyst: str):
"""**Validates: Requirements 11.3, 11.5**
Routine signal catalysts must use a 180-day lookback.
"""
tier = classify_catalyst_tier(catalyst)
assert tier == "routine_signal"
lookback = _lookback_days(tier)
assert lookback == 180, (
f"Routine signal lookback is {lookback}, expected 180"
)
@given(catalyst=_catalyst_type_strategy())
@settings(max_examples=100)
def test_lookback_matches_tier_for_any_catalyst(self, catalyst: str):
"""**Validates: Requirements 11.3, 11.5**
For any catalyst type, the lookback window must match the tier:
365 for major_corporate_decision, 180 for routine_signal.
"""
tier = classify_catalyst_tier(catalyst)
lookback = _lookback_days(tier)
if tier == "major_corporate_decision":
assert lookback == 365
else:
assert lookback == 180
@given(
major_catalyst=st.sampled_from(_ALL_MAJOR_CATALYSTS),
routine_catalyst=st.sampled_from(_ROUTINE_CATALYSTS),
)
@settings(max_examples=100)
def test_major_lookback_strictly_greater_than_routine(
self,
major_catalyst: str,
routine_catalyst: str,
):
"""**Validates: Requirements 11.3, 11.5**
The major decision lookback window must always be strictly
greater than the routine signal lookback window.
"""
major_tier = classify_catalyst_tier(major_catalyst)
routine_tier = classify_catalyst_tier(routine_catalyst)
major_lookback = _lookback_days(major_tier)
routine_lookback = _lookback_days(routine_tier)
assert major_lookback > routine_lookback, (
f"Major lookback {major_lookback} not > routine {routine_lookback}"
)