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shy3130
e0cd625ef4
- 因子平台: /factors 一级页(检验/因子库/编辑器/组合/挖掘), DSL 公式因子(25 算子点选、双语字段、我的因子模板、脏公式守卫), 版本与生命周期, 自动挖掘 L1 统计筛选 - 因子↔策略四条桥: 触发器 Zap 快建因子条件信号、因子一键生成排名策略、自定义信号 AI 提示词接入因子分组、策略回测因子归因(胜/败单入场信号日因子均值, 独立 tab, 双语因子名) - 回测: 统计卡新增盈亏比(≥1 红/<1 绿), 蒙卡回撤合并为中位/95% 双值卡(自适应字号), 高级设置基础过滤与策略编辑器参数对齐(5 组区间) - 信号库独立页 /signals(原设置 tab 迁出), 持仓提醒入导航; 挖掘并入因子页第 5 tab, /mining 旧链接重定向 - 研究线配套: 因子目录 61→77(评分/矩阵双内核), stats_v2(Newey-West/BH-FDR/DSR), enriched 管道与异动/报价服务配套调整 - 文档: README 导航与特性表、features.md 因子平台章节、操作说明书 9.2、factor-platform-plan 执行状态与 §5、二开文档桥接说明; 交流与支持节改版 - 版本 0.2.2 → 0.2.3; 后端全量 1625 passed(1 例环境性跳过), 前端 build 通过
277 lines
9.9 KiB
Python
277 lines
9.9 KiB
Python
"""自定义信号 AI 生成 — prompt 构建与解析校验测试。
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覆盖:
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- build_messages: prompt 包含字段白名单、运算符、MAX_DAYS
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- parse_and_validate: 合法 JSON / 白名单外字段 / 非法 JSON / markdown 围栏
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- API 端点: 成功 / 校验失败 400 / 空描述 400 / AI 运行时错误透出
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"""
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from __future__ import annotations
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import json
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import re
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import pytest
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from fastapi import HTTPException
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from app.api.signals import AIGenerateRequest, ai_generate_signal
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from app.strategy.custom_signals_ai import build_messages, parse_and_validate
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VALID_JSON = '''{
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"name": "回踩MA20放量",
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"conditions": [
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{"left": "close", "op": "<=", "right": "field:ma20", "leftDays": 0, "rightDays": 0},
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{"left": "vol_ratio_5d", "op": ">=", "right": 2, "leftDays": 0, "rightDays": 0}
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]
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}'''
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# ── build_messages ──────────────────────────────────────────
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def test_build_messages_contains_whitelist_fields_and_rules():
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messages = build_messages("回踩MA20且放量")
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system = messages[0]["content"]
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user = messages[1]["content"]
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assert "close" in system
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assert "vol_ratio_5d" in system
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assert ">=" in system
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assert "MAX_DAYS" in system or "60" in system
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assert "回踩MA20且放量" in user
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assert messages[0]["role"] == "system"
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assert messages[1]["role"] == "user"
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def test_build_messages_only_contains_whitelisted_fields():
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from app.strategy.custom_signals import allowed_fields
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system = build_messages("x")[0]["content"]
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# 只检查「字段清单」段落（可用字段 … 运算符），排除 JSON 格式示例里的 "name"
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field_section = system.split("运算符（op）", 1)[0]
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for field in ("ma20", "rsi_14", "boll_upper"):
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assert field in field_section
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# 字段清单里出现的每个 key( 都必须在白名单内 (物理列 ∪ 因子)
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keys = set(re.findall(r"([a-z0-9_]+)\(", field_section))
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assert keys and keys <= allowed_fields()
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def test_build_messages_contains_factor_fields():
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# 因子注册表字段应进入提示词 (因子·分组), 供 AI 直接构造因子条件
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from app.factors.registry import all_factors
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system = build_messages("动量强的票")[0]["content"]
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field_section = system.split("运算符（op）", 1)[0]
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factor_ids = {s.id for s in all_factors()}
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listed = set(re.findall(r"([a-z0-9_]+)\(", field_section))
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assert factor_ids & listed, "提示词应包含至少一个因子字段"
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assert "因子·动量" in field_section
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assert "预计算的因子值" in system
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def test_parse_and_validate_accepts_factor_condition():
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# AI 输出以因子为条件字段: 应通过白名单校验
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raw = json.dumps({
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"name": "强动量",
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"conditions": [
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{"left": "momentum_20d", "op": ">=", "right": "0.1",
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"leftDays": 0, "rightDays": 0}
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],
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})
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result = parse_and_validate(raw)
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assert result["conditions"][0]["left"] == "momentum_20d"
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def test_parse_and_validate_accepts_bare_factor_rhs():
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# 右值裸写因子名: 同样自动补 field: 前缀
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raw = json.dumps({
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"name": "动量走强",
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"conditions": [
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{"left": "momentum_5d", "op": ">", "right": "momentum_20d"}
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],
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})
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result = parse_and_validate(raw)
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assert result["conditions"][0]["right"] == "field:momentum_20d"
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# ── parse_and_validate ──────────────────────────────────────
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def test_parse_and_validate_valid():
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result = parse_and_validate(VALID_JSON)
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assert result["name"] == "回踩MA20放量"
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conds = result["conditions"]
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assert len(conds) == 2
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# 数字右值归一化为字符串
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assert conds[1]["right"] == "2"
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assert conds[0]["right"] == "field:ma20"
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# 缺省偏移补 0
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assert conds[0]["leftDays"] == 0
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assert conds[0]["rightDays"] == 0
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def test_parse_and_validate_handles_missing_days():
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raw = json.dumps({
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"name": "新低反转",
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"conditions": [
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{"left": "close", "op": "<=", "right": "field:low_60d"}
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],
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})
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result = parse_and_validate(raw)
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assert result["conditions"][0]["leftDays"] == 0
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assert result["conditions"][0]["rightDays"] == 0
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def test_parse_and_validate_handles_markdown_fence():
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wrapped = f"```json\n{VALID_JSON}\n```"
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result = parse_and_validate(wrapped)
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assert result["name"] == "回踩MA20放量"
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def test_parse_and_validate_rejects_non_whitelist_field():
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raw = json.dumps({
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"name": "非法字段",
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"conditions": [{"left": "not_a_field", "op": ">", "right": "1"}],
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})
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with pytest.raises(ValueError, match="not_a_field"):
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parse_and_validate(raw)
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def test_parse_and_validate_rejects_bad_operator():
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raw = json.dumps({
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"name": "非法运算符",
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"conditions": [{"left": "close", "op": "=~", "right": "1"}],
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})
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with pytest.raises(ValueError):
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parse_and_validate(raw)
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def test_parse_and_validate_rejects_invalid_json():
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with pytest.raises(ValueError, match="JSON"):
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parse_and_validate("这不是 JSON")
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def test_parse_and_validate_rejects_empty_conditions():
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raw = json.dumps({"name": "空条件", "conditions": []})
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with pytest.raises(ValueError):
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parse_and_validate(raw)
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def test_parse_and_validate_accepts_bare_whitelist_field_rhs():
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# AI 漏写 field: 前缀: 右值裸写白名单字段, 应自动补全为 field: 形式
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raw = json.dumps({
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"name": "MACD金叉",
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"conditions": [
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{"left": "macd_dif", "op": ">", "right": "macd_dea"}
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],
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})
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result = parse_and_validate(raw)
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assert result["conditions"][0]["right"] == "field:macd_dea"
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def test_parse_and_validate_rejects_bare_non_whitelist_field_rhs():
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# 裸写非白名单字段作为右值, 仍应报非法右值
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raw = json.dumps({
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"name": "非法右值",
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"conditions": [
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{"left": "close", "op": ">", "right": "not_a_field"}
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],
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})
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with pytest.raises(ValueError, match="非法右值"):
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parse_and_validate(raw)
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def test_validate_accepts_bare_field_rhs():
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# 解析器层面: 裸字段右值在白名单内即视为字段引用, 不抛异常
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from app.strategy import custom_signals
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sig = {
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"id": "test_bare_rhs",
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"name": "测试",
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"kind": "entry",
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"conditions": [
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{"left": "macd_dif", "op": ">", "right": "macd_dea",
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"leftDays": 0, "rightDays": 0},
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],
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}
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custom_signals.validate(sig)
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def test_parse_and_validate_accepts_json_with_trailing_comma():
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# AI 在数组结尾多加逗号 (,]): 应被容错
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raw = '{"name": "测试", "conditions": [{"left": "close", "op": ">", "right": "1", "leftDays": 0, "rightDays": 0},]}'
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result = parse_and_validate(raw)
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assert result["name"] == "测试"
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assert len(result["conditions"]) == 1
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def test_parse_and_validate_accepts_json_with_prose_wrap():
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# AI 混入前后解释文字: 应提取首个 {...} 平衡块
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raw = f"好的, 我设计了如下信号:\n{VALID_JSON}\n希望对你有所帮助。"
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result = parse_and_validate(raw)
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assert result["name"] == "回踩MA20放量"
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def test_parse_and_validate_accepts_json_with_trailing_garbage():
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# 无围栏 + 尾随垃圾字符: 截到最后一个 } 后仍应解析成功
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raw = '{"name": "测试", "conditions": [{"left": "close", "op": ">", "right": "1", "leftDays": 0, "rightDays": 0}]} 这是额外说明'
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result = parse_and_validate(raw)
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assert result["name"] == "测试"
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# ── API 端点 ────────────────────────────────────────────────
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@pytest.mark.asyncio
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async def test_ai_generate_endpoint_success(monkeypatch):
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captured: dict = {}
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async def fake_generate(messages, **kwargs):
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captured["max_tokens"] = kwargs.get("max_tokens")
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return VALID_JSON
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import app.services.ai_provider as ai_provider
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monkeypatch.setattr(ai_provider, "generate_ai_text", fake_generate)
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result = await ai_generate_signal(AIGenerateRequest(description="回踩MA20且放量"))
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assert result["name"] == "回踩MA20放量"
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assert len(result["conditions"]) == 2
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# 复杂描述 (多条件) 不设输出上限: 推理模型思考 token 计入 max_tokens 预算,
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# 显式限制会挤占正文导致 JSON 截断 (对齐分析器的放开策略)
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assert captured["max_tokens"] is None
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@pytest.mark.asyncio
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async def test_ai_generate_endpoint_400_on_invalid_conditions(monkeypatch):
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async def fake_generate(messages, **kwargs):
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return json.dumps({
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"name": "非法",
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"conditions": [{"left": "close", "op": ">", "right": "field:not_allowed"}],
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})
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import app.services.ai_provider as ai_provider
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monkeypatch.setattr(ai_provider, "generate_ai_text", fake_generate)
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with pytest.raises(HTTPException) as exc_info:
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await ai_generate_signal(AIGenerateRequest(description="测试"))
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assert exc_info.value.status_code == 400
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@pytest.mark.asyncio
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async def test_ai_generate_endpoint_400_on_empty_description():
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with pytest.raises(HTTPException) as exc_info:
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await ai_generate_signal(AIGenerateRequest(description=" "))
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assert exc_info.value.status_code == 400
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@pytest.mark.asyncio
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async def test_ai_generate_endpoint_passes_runtime_error(monkeypatch):
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async def fake_generate(messages, **kwargs):
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raise RuntimeError("AI API Key 未配置, 请在设置页配置")
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import app.services.ai_provider as ai_provider
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monkeypatch.setattr(ai_provider, "generate_ai_text", fake_generate)
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with pytest.raises(HTTPException) as exc_info:
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await ai_generate_signal(AIGenerateRequest(description="测试"))
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assert exc_info.value.status_code == 400
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assert "AI API Key" in exc_info.value.detail
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