feat: add Meet Kevin pydantic schemas (analysis + API shapes)

tests/test_schemas.py

@@ -584,3 +584,197 @@ class TestTokenResponse:
         )
         restored = TokenResponse.model_validate_json(t.model_dump_json())
         assert restored == t
+
+
+# ---------------------------------------------------------------------------
+# --- Meet Kevin schemas ---
+# ---------------------------------------------------------------------------
+
+
+class TestMeetKevinTickerMention:
+    def test_valid_ticker_mention(self) -> None:
+        from shared.schemas.meet_kevin import MeetKevinTickerMention
+
+        mention = MeetKevinTickerMention(
+            symbol="AAPL",
+            action="buy",
+            conviction=0.85,
+            time_horizon="months",
+            rationale_quote="Strong earnings growth expected",
+            video_timestamp_seconds=120,
+        )
+        assert mention.symbol == "AAPL"
+        assert mention.conviction == 0.85
+
+    def test_symbol_auto_uppercases(self) -> None:
+        from shared.schemas.meet_kevin import MeetKevinTickerMention
+
+        mention = MeetKevinTickerMention(
+            symbol="tsla",
+            action="hold",
+            conviction=0.5,
+            time_horizon="weeks",
+            rationale_quote="Neutral outlook",
+        )
+        assert mention.symbol == "TSLA"
+
+    def test_conviction_out_of_range_high(self) -> None:
+        from shared.schemas.meet_kevin import MeetKevinTickerMention
+
+        with pytest.raises(ValidationError):
+            MeetKevinTickerMention(
+                symbol="AAPL",
+                action="buy",
+                conviction=1.5,
+                time_horizon="months",
+                rationale_quote="Too confident",
+            )
+
+    def test_conviction_out_of_range_low(self) -> None:
+        from shared.schemas.meet_kevin import MeetKevinTickerMention
+
+        with pytest.raises(ValidationError):
+            MeetKevinTickerMention(
+                symbol="AAPL",
+                action="sell",
+                conviction=-0.1,
+                time_horizon="days",
+                rationale_quote="Negative conviction",
+            )
+
+    def test_conviction_edge_cases(self) -> None:
+        from shared.schemas.meet_kevin import MeetKevinTickerMention
+
+        # Test 0.0
+        m1 = MeetKevinTickerMention(
+            symbol="GOOG",
+            action="avoid",
+            conviction=0.0,
+            time_horizon="unspecified",
+            rationale_quote="No confidence",
+        )
+        assert m1.conviction == 0.0
+
+        # Test 1.0
+        m2 = MeetKevinTickerMention(
+            symbol="MSFT",
+            action="buy",
+            conviction=1.0,
+            time_horizon="long_term",
+            rationale_quote="Maximum confidence",
+        )
+        assert m2.conviction == 1.0
+
+    def test_timestamp_optional(self) -> None:
+        from shared.schemas.meet_kevin import MeetKevinTickerMention
+
+        mention = MeetKevinTickerMention(
+            symbol="NVDA",
+            action="watch",
+            conviction=0.6,
+            time_horizon="intraday",
+            rationale_quote="Monitoring closely",
+        )
+        assert mention.video_timestamp_seconds is None
+
+
+class TestMeetKevinAnalysis:
+    def test_valid_analysis(self) -> None:
+        from shared.schemas.meet_kevin import (
+            MeetKevinAnalysis,
+            MeetKevinTickerMention,
+        )
+
+        analysis = MeetKevinAnalysis(
+            market_outlook_direction="bullish",
+            market_outlook_reasoning="Strong macro tailwinds",
+            macro_themes=["inflation_easing", "ai_acceleration"],
+            key_risks=["geopolitical_uncertainty", "rate_volatility"],
+            summary="Overall positive outlook for tech sector",
+            tickers=[
+                MeetKevinTickerMention(
+                    symbol="AAPL",
+                    action="buy",
+                    conviction=0.85,
+                    time_horizon="months",
+                    rationale_quote="Strong earnings expected",
+                )
+            ],
+        )
+        assert analysis.market_outlook_direction == "bullish"
+        assert len(analysis.tickers) == 1
+        assert analysis.tickers[0].symbol == "AAPL"
+
+    def test_multiple_tickers(self) -> None:
+        from shared.schemas.meet_kevin import (
+            MeetKevinAnalysis,
+            MeetKevinTickerMention,
+        )
+
+        analysis = MeetKevinAnalysis(
+            market_outlook_direction="neutral",
+            market_outlook_reasoning="Mixed signals",
+            macro_themes=["earnings_season"],
+            key_risks=["fed_decisions"],
+            summary="Cautious outlook",
+            tickers=[
+                MeetKevinTickerMention(
+                    symbol="TSLA",
+                    action="buy",
+                    conviction=0.7,
+                    time_horizon="weeks",
+                    rationale_quote="Breakout expected",
+                ),
+                MeetKevinTickerMention(
+                    symbol="GOOG",
+                    action="hold",
+                    conviction=0.5,
+                    time_horizon="months",
+                    rationale_quote="Wait for clarity",
+                ),
+            ],
+        )
+        assert len(analysis.tickers) == 2
+        assert analysis.tickers[0].symbol == "TSLA"
+        assert analysis.tickers[1].symbol == "GOOG"
+
+    def test_empty_tickers_list(self) -> None:
+        from shared.schemas.meet_kevin import MeetKevinAnalysis
+
+        analysis = MeetKevinAnalysis(
+            market_outlook_direction="bearish",
+            market_outlook_reasoning="Recession risk",
+            macro_themes=["inflation"],
+            key_risks=["unemployment"],
+            summary="Negative outlook",
+            tickers=[],
+        )
+        assert len(analysis.tickers) == 0
+
+    def test_json_round_trip(self) -> None:
+        from shared.schemas.meet_kevin import (
+            MeetKevinAnalysis,
+            MeetKevinTickerMention,
+        )
+
+        analysis = MeetKevinAnalysis(
+            market_outlook_direction="mixed",
+            market_outlook_reasoning="Divergent sector performance",
+            macro_themes=["rate_peak", "ai_growth"],
+            key_risks=["credit_stress"],
+            summary="Selective opportunities",
+            tickers=[
+                MeetKevinTickerMention(
+                    symbol="NVIDIA",
+                    action="buy",
+                    conviction=0.95,
+                    time_horizon="long_term",
+                    rationale_quote="AI leader",
+                    video_timestamp_seconds=300,
+                )
+            ],
+        )
+        json_str = analysis.model_dump_json()
+        restored = MeetKevinAnalysis.model_validate_json(json_str)
+        assert restored == analysis
+        assert restored.tickers[0].symbol == "NVIDIA"