trading/tests/shared/test_slack_notifier.py
Viktor Barzin 6fec9963fb
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feat(notify): Slack message for reconcile-booked closes (realized P&L)
Entries, deferrals and rejections posted to #trading-bot, but exits booked by the reconcile loop (bracket stop/take-profit legs that fill at Alpaca) were silent — the two Jun 9 stop-outs produced no message. Viktor asked for a Slack message on each position execution.

- move SlackNotifier to shared/ (now used by trade-executor AND api-gateway)

- add notify_close (ticker/qty/price/realized P&L/reason, win-loss emoji)

- reconcile loop notifies on each booked close, fail-soft; api-gateway config gains slack fields (channel defaults to trading-bot since the env carries only the bot token; chat:write.public covers posting)

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-10 20:44:35 +00:00

243 lines
9.7 KiB
Python

"""Tests for the shared SlackNotifier (trade-executor + reconcile loop)."""
from __future__ import annotations
from datetime import datetime, timezone
from unittest.mock import AsyncMock, patch
from uuid import uuid4
import pytest
from shared.slack_notifier import SlackNotifier
from shared.constants.kevin import KEVIN_STRATEGY_UUID
from shared.schemas.trading import (
OrderResult,
OrderSide,
OrderStatus,
SignalDirection,
TradeSignal,
)
def _signal(strategy_id=None, target_dollars=None) -> TradeSignal:
return TradeSignal(
ticker="NVDA",
direction=SignalDirection.LONG,
strength=0.85,
strategy_sources=["meet_kevin:buy:0.85"],
timestamp=datetime.now(timezone.utc),
strategy_id=strategy_id,
target_dollars=target_dollars,
)
def _filled_order(ticker="NVDA", qty=10, price=217.50) -> OrderResult:
return OrderResult(
order_id=str(uuid4()),
ticker=ticker,
side=OrderSide.BUY,
qty=qty,
filled_price=price,
status=OrderStatus.FILLED,
timestamp=datetime.now(timezone.utc),
)
class TestSlackNotifierNoWebhook:
"""Empty webhook_url -> notifier is a no-op (returns without raising)."""
@pytest.mark.asyncio
async def test_notify_trade_noop(self):
notifier = SlackNotifier(webhook_url="")
# should not raise even with no mock
await notifier.notify_trade(_signal(), _filled_order())
@pytest.mark.asyncio
async def test_notify_rejection_noop(self):
notifier = SlackNotifier(webhook_url="")
await notifier.notify_rejection(_signal(), "outside_market_hours")
class TestSlackNotifierTradePost:
@pytest.mark.asyncio
async def test_trade_post_calls_webhook(self):
notifier = SlackNotifier(webhook_url="https://hooks.slack.test/abc")
with patch("httpx.AsyncClient") as mock_client_cls:
mock_client = AsyncMock()
mock_post = AsyncMock(return_value=AsyncMock(status_code=200))
mock_client.post = mock_post
mock_client_cls.return_value.__aenter__.return_value = mock_client
await notifier.notify_trade(
_signal(strategy_id=KEVIN_STRATEGY_UUID),
_filled_order(qty=10, price=217.50),
)
mock_post.assert_called_once()
url, kwargs = mock_post.call_args.args[0], mock_post.call_args.kwargs
assert url == "https://hooks.slack.test/abc"
payload = kwargs["json"]
assert "NVDA" in payload["text"]
assert "10" in payload["text"]
assert "217.50" in payload["text"]
@pytest.mark.asyncio
async def test_trade_post_strategy_tag_when_kevin(self):
notifier = SlackNotifier(webhook_url="https://hooks.slack.test/abc")
with patch("httpx.AsyncClient") as mock_client_cls:
mock_client = AsyncMock()
mock_client.post = AsyncMock(return_value=AsyncMock(status_code=200))
mock_client_cls.return_value.__aenter__.return_value = mock_client
await notifier.notify_trade(
_signal(strategy_id=KEVIN_STRATEGY_UUID),
_filled_order(),
)
payload = mock_client.post.call_args.kwargs["json"]
assert "Meet Kevin" in payload["text"]
@pytest.mark.asyncio
async def test_trade_post_swallows_http_errors(self):
"""A failed Slack post must NOT bubble up — the trade already
happened; we shouldn't crash the consumer loop because Slack is
having a bad day."""
notifier = SlackNotifier(webhook_url="https://hooks.slack.test/abc")
with patch("httpx.AsyncClient") as mock_client_cls:
mock_client = AsyncMock()
mock_client.post = AsyncMock(side_effect=Exception("network down"))
mock_client_cls.return_value.__aenter__.return_value = mock_client
# should NOT raise
await notifier.notify_trade(_signal(), _filled_order())
class TestSlackNotifierBotToken:
@pytest.mark.asyncio
async def test_bot_token_calls_chat_postmessage(self):
notifier = SlackNotifier(bot_token="xoxb-test", channel="trading-bot")
assert notifier.uses_bot_token
with patch("httpx.AsyncClient") as mock_client_cls:
mock_client = AsyncMock()
mock_resp = AsyncMock()
mock_resp.json = lambda: {"ok": True, "ts": "1.2"}
mock_client.post = AsyncMock(return_value=mock_resp)
mock_client_cls.return_value.__aenter__.return_value = mock_client
await notifier.notify_trade(_signal(), _filled_order())
url = mock_client.post.call_args.args[0]
assert url == "https://slack.com/api/chat.postMessage"
kwargs = mock_client.post.call_args.kwargs
assert kwargs["headers"]["Authorization"] == "Bearer xoxb-test"
body = kwargs["json"]
assert body["channel"] == "trading-bot"
assert "NVDA" in body["text"]
@pytest.mark.asyncio
async def test_bot_token_swallows_channel_not_found(self):
"""When the user hasn't created #trading-bot yet, the API returns
ok=false / error=channel_not_found. We log and continue."""
notifier = SlackNotifier(bot_token="xoxb-test", channel="nonexistent")
with patch("httpx.AsyncClient") as mock_client_cls:
mock_client = AsyncMock()
mock_resp = AsyncMock()
mock_resp.json = lambda: {"ok": False, "error": "channel_not_found"}
mock_client.post = AsyncMock(return_value=mock_resp)
mock_client_cls.return_value.__aenter__.return_value = mock_client
# should not raise
await notifier.notify_trade(_signal(), _filled_order())
@pytest.mark.asyncio
async def test_bot_token_wins_when_both_set(self):
notifier = SlackNotifier(
webhook_url="https://hooks.slack.test/abc",
bot_token="xoxb-test",
channel="trading-bot",
)
with patch("httpx.AsyncClient") as mock_client_cls:
mock_client = AsyncMock()
mock_client.post = AsyncMock(return_value=AsyncMock(json=lambda: {"ok": True}))
mock_client_cls.return_value.__aenter__.return_value = mock_client
await notifier.notify_trade(_signal(), _filled_order())
assert mock_client.post.call_args.args[0] == "https://slack.com/api/chat.postMessage"
class TestSlackNotifierRejectionPost:
@pytest.mark.asyncio
async def test_rejection_post_calls_webhook(self):
notifier = SlackNotifier(webhook_url="https://hooks.slack.test/abc")
with patch("httpx.AsyncClient") as mock_client_cls:
mock_client = AsyncMock()
mock_client.post = AsyncMock(return_value=AsyncMock(status_code=200))
mock_client_cls.return_value.__aenter__.return_value = mock_client
await notifier.notify_rejection(
_signal(strategy_id=KEVIN_STRATEGY_UUID),
reason="kevin_daily_trade_cap",
)
payload = mock_client.post.call_args.kwargs["json"]
assert "REJECTED" in payload["text"]
assert "kevin_daily_trade_cap" in payload["text"]
assert "NVDA" in payload["text"]
@pytest.mark.asyncio
async def test_rejection_post_skips_noise(self):
"""outside_market_hours fires every minute when the bot tries to
trade after-hours — we don't want a Slack barrage. The notifier
skips it."""
notifier = SlackNotifier(
webhook_url="https://hooks.slack.test/abc",
quiet_rejections={"outside_market_hours"},
)
with patch("httpx.AsyncClient") as mock_client_cls:
mock_client = AsyncMock()
mock_client.post = AsyncMock()
mock_client_cls.return_value.__aenter__.return_value = mock_client
await notifier.notify_rejection(_signal(), "outside_market_hours")
mock_client.post.assert_not_called()
class TestSlackNotifierClosePost:
"""notify_close — reconcile-booked exits (bracket legs that fill at
Alpaca without passing through the executor) must reach Slack."""
@pytest.mark.asyncio
async def test_close_posts_loss_with_pnl(self):
notifier = SlackNotifier(bot_token="xoxb-test", channel="trading-bot")
with patch.object(notifier, "_post", new=AsyncMock()) as post:
await notifier.notify_close(
ticker="MRVL",
qty=9,
price=263.61,
pnl=-243.87,
strategy_id=KEVIN_STRATEGY_UUID,
reason="bracket leg filled",
)
text = post.call_args[0][0]
assert "Meet Kevin" in text
assert "MRVL" in text
assert "263.61" in text
assert "-$243.87" in text
assert "bracket leg filled" in text
@pytest.mark.asyncio
async def test_close_posts_win_with_positive_pnl(self):
notifier = SlackNotifier(bot_token="xoxb-test", channel="trading-bot")
with patch.object(notifier, "_post", new=AsyncMock()) as post:
await notifier.notify_close(
ticker="TSM",
qty=6,
price=440.0,
pnl=83.06,
strategy_id=KEVIN_STRATEGY_UUID,
reason="take-profit filled",
)
text = post.call_args[0][0]
assert "+$83.06" in text
@pytest.mark.asyncio
async def test_close_noop_when_disabled(self):
notifier = SlackNotifier()
with patch.object(notifier, "_post", new=AsyncMock()) as post:
await notifier.notify_close(
ticker="TSM",
qty=6,
price=440.0,
pnl=1.0,
strategy_id=None,
reason="x",
)
post.assert_not_called()