feat: add t-SNE stock clustering and similarity search (TDD)
2 new endpoints: - POST /portfolio/cluster - t-SNE + KMeans clustering by return similarity. Maps stocks to 2D coordinates with cluster labels. - POST /portfolio/similar - find most/least similar stocks by return correlation against a target symbol. Implementation: - sklearn TSNE (method=exact) + KMeans with auto n_clusters - Jitter handling for identical returns edge case - 33 new tests (17 service unit + 16 route integration) - All 503 tests passing
This commit is contained in:
Yaojia Wang
@@ -261,3 +261,301 @@ async def test_fetch_historical_prices_skips_none(mock_fetch_hist):
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assert isinstance(df, pd.DataFrame)
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assert df.empty
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# ---------------------------------------------------------------------------
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# cluster_stocks
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# ---------------------------------------------------------------------------
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def _make_prices(symbols: list[str], n_days: int = 60) -> "pd.DataFrame":
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"""Build a deterministic price DataFrame with enough rows for t-SNE."""
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import numpy as np
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import pandas as pd
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rng = np.random.default_rng(42)
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data = {}
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for sym in symbols:
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prices = 100.0 + np.cumsum(rng.normal(0, 1, n_days))
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data[sym] = prices
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return pd.DataFrame(data)
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@pytest.mark.asyncio
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@patch("portfolio_service.fetch_historical_prices", new_callable=AsyncMock)
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async def test_cluster_stocks_happy_path(mock_fetch):
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"""cluster_stocks returns valid structure for 6 symbols."""
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import portfolio_service
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symbols = ["AAPL", "MSFT", "GOOGL", "AMZN", "JPM", "BAC"]
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mock_fetch.return_value = _make_prices(symbols)
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result = await portfolio_service.cluster_stocks(symbols, days=180)
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assert result["method"] == "t-SNE + KMeans"
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assert result["days"] == 180
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assert set(result["symbols"]) == set(symbols)
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coords = result["coordinates"]
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assert len(coords) == len(symbols)
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for c in coords:
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assert "symbol" in c
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assert "x" in c
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assert "y" in c
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assert "cluster" in c
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assert isinstance(c["x"], float)
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assert isinstance(c["y"], float)
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assert isinstance(c["cluster"], int)
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clusters = result["clusters"]
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assert isinstance(clusters, dict)
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all_in_clusters = []
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for members in clusters.values():
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all_in_clusters.extend(members)
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assert set(all_in_clusters) == set(symbols)
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assert "n_clusters" in result
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assert result["n_clusters"] >= 2
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@pytest.mark.asyncio
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@patch("portfolio_service.fetch_historical_prices", new_callable=AsyncMock)
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async def test_cluster_stocks_custom_n_clusters(mock_fetch):
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"""Custom n_clusters is respected in the output."""
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import portfolio_service
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symbols = ["AAPL", "MSFT", "GOOGL", "AMZN", "JPM", "BAC"]
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mock_fetch.return_value = _make_prices(symbols)
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result = await portfolio_service.cluster_stocks(symbols, days=180, n_clusters=3)
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assert result["n_clusters"] == 3
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assert len(result["clusters"]) == 3
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@pytest.mark.asyncio
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@patch("portfolio_service.fetch_historical_prices", new_callable=AsyncMock)
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async def test_cluster_stocks_minimum_three_symbols(mock_fetch):
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"""cluster_stocks works correctly with exactly 3 symbols (minimum)."""
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import portfolio_service
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symbols = ["AAPL", "MSFT", "GOOGL"]
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mock_fetch.return_value = _make_prices(symbols)
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result = await portfolio_service.cluster_stocks(symbols, days=180)
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assert len(result["coordinates"]) == 3
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assert set(result["symbols"]) == set(symbols)
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@pytest.mark.asyncio
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async def test_cluster_stocks_too_few_symbols_raises():
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"""cluster_stocks raises ValueError when fewer than 3 symbols are provided."""
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import portfolio_service
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with pytest.raises(ValueError, match="at least 3"):
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await portfolio_service.cluster_stocks(["AAPL", "MSFT"], days=180)
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@pytest.mark.asyncio
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async def test_cluster_stocks_empty_symbols_raises():
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"""cluster_stocks raises ValueError for empty symbol list."""
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import portfolio_service
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with pytest.raises(ValueError, match="at least 3"):
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await portfolio_service.cluster_stocks([], days=180)
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@pytest.mark.asyncio
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@patch("portfolio_service.fetch_historical_prices", new_callable=AsyncMock)
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async def test_cluster_stocks_no_data_raises(mock_fetch):
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"""cluster_stocks raises ValueError when fetch returns empty DataFrame."""
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import pandas as pd
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import portfolio_service
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mock_fetch.return_value = pd.DataFrame()
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with pytest.raises(ValueError, match="No price data"):
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await portfolio_service.cluster_stocks(["AAPL", "MSFT", "GOOGL"], days=180)
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@pytest.mark.asyncio
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@patch("portfolio_service.fetch_historical_prices", new_callable=AsyncMock)
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async def test_cluster_stocks_identical_returns_still_works(mock_fetch):
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"""t-SNE should not raise even when all symbols have identical returns."""
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import numpy as np
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import pandas as pd
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import portfolio_service
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# All columns identical — edge case for t-SNE
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flat = pd.DataFrame(
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{
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"AAPL": [100.0, 101.0, 102.0, 103.0, 104.0] * 12,
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"MSFT": [100.0, 101.0, 102.0, 103.0, 104.0] * 12,
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"GOOGL": [100.0, 101.0, 102.0, 103.0, 104.0] * 12,
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}
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)
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mock_fetch.return_value = flat
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result = await portfolio_service.cluster_stocks(
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["AAPL", "MSFT", "GOOGL"], days=180
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)
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assert len(result["coordinates"]) == 3
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@pytest.mark.asyncio
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@patch("portfolio_service.fetch_historical_prices", new_callable=AsyncMock)
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async def test_cluster_stocks_coordinates_are_floats(mock_fetch):
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"""x and y coordinates must be Python floats (JSON-serializable)."""
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import portfolio_service
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symbols = ["AAPL", "MSFT", "GOOGL", "AMZN"]
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mock_fetch.return_value = _make_prices(symbols)
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result = await portfolio_service.cluster_stocks(symbols, days=180)
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for c in result["coordinates"]:
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assert type(c["x"]) is float
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assert type(c["y"]) is float
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@pytest.mark.asyncio
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@patch("portfolio_service.fetch_historical_prices", new_callable=AsyncMock)
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async def test_cluster_stocks_clusters_key_is_str(mock_fetch):
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"""clusters dict keys must be strings (JSON object keys)."""
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import portfolio_service
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symbols = ["AAPL", "MSFT", "GOOGL", "AMZN", "JPM", "BAC"]
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mock_fetch.return_value = _make_prices(symbols)
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result = await portfolio_service.cluster_stocks(symbols, days=180)
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for key in result["clusters"]:
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assert isinstance(key, str), f"Expected str key, got {type(key)}"
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# ---------------------------------------------------------------------------
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# find_similar_stocks
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# ---------------------------------------------------------------------------
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@pytest.mark.asyncio
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@patch("portfolio_service.fetch_historical_prices", new_callable=AsyncMock)
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async def test_find_similar_stocks_happy_path(mock_fetch):
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"""most_similar is sorted descending by correlation; least_similar ascending."""
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import portfolio_service
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symbols = ["AAPL", "MSFT", "GOOGL", "AMZN", "JPM", "BAC"]
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mock_fetch.return_value = _make_prices(symbols)
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result = await portfolio_service.find_similar_stocks(
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"AAPL", ["MSFT", "GOOGL", "AMZN", "JPM", "BAC"], days=180, top_n=3
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)
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assert result["symbol"] == "AAPL"
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most = result["most_similar"]
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least = result["least_similar"]
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assert len(most) <= 3
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assert len(least) <= 3
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# most_similar sorted descending
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corrs_most = [e["correlation"] for e in most]
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assert corrs_most == sorted(corrs_most, reverse=True)
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# least_similar sorted ascending
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corrs_least = [e["correlation"] for e in least]
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assert corrs_least == sorted(corrs_least)
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# Each entry has symbol and correlation
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for entry in most + least:
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assert "symbol" in entry
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assert "correlation" in entry
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assert isinstance(entry["correlation"], float)
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@pytest.mark.asyncio
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@patch("portfolio_service.fetch_historical_prices", new_callable=AsyncMock)
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async def test_find_similar_stocks_top_n_larger_than_universe(mock_fetch):
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"""top_n larger than universe size is handled gracefully (returns all)."""
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import portfolio_service
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symbols = ["AAPL", "MSFT", "GOOGL"]
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mock_fetch.return_value = _make_prices(symbols)
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result = await portfolio_service.find_similar_stocks(
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"AAPL", ["MSFT", "GOOGL"], days=180, top_n=10
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)
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# Should return at most len(universe) entries, not crash
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assert len(result["most_similar"]) <= 2
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assert len(result["least_similar"]) <= 2
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@pytest.mark.asyncio
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@patch("portfolio_service.fetch_historical_prices", new_callable=AsyncMock)
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async def test_find_similar_stocks_no_overlap_with_most_and_least(mock_fetch):
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"""most_similar and least_similar should not contain the target symbol."""
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import portfolio_service
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symbols = ["AAPL", "MSFT", "GOOGL", "AMZN", "JPM"]
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mock_fetch.return_value = _make_prices(symbols)
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result = await portfolio_service.find_similar_stocks(
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"AAPL", ["MSFT", "GOOGL", "AMZN", "JPM"], days=180, top_n=2
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)
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all_symbols = [e["symbol"] for e in result["most_similar"] + result["least_similar"]]
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assert "AAPL" not in all_symbols
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@pytest.mark.asyncio
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@patch("portfolio_service.fetch_historical_prices", new_callable=AsyncMock)
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async def test_find_similar_stocks_no_data_raises(mock_fetch):
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"""find_similar_stocks raises ValueError when no price data is returned."""
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import pandas as pd
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import portfolio_service
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mock_fetch.return_value = pd.DataFrame()
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with pytest.raises(ValueError, match="No price data"):
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await portfolio_service.find_similar_stocks(
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"AAPL", ["MSFT", "GOOGL"], days=180, top_n=5
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)
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@pytest.mark.asyncio
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@patch("portfolio_service.fetch_historical_prices", new_callable=AsyncMock)
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async def test_find_similar_stocks_target_not_in_data_raises(mock_fetch):
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"""find_similar_stocks raises ValueError when target symbol has no data."""
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import pandas as pd
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import portfolio_service
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# Only universe symbols have data, not the target
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mock_fetch.return_value = _make_prices(["MSFT", "GOOGL"])
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with pytest.raises(ValueError, match="AAPL"):
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await portfolio_service.find_similar_stocks(
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"AAPL", ["MSFT", "GOOGL"], days=180, top_n=5
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)
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@pytest.mark.asyncio
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@patch("portfolio_service.fetch_historical_prices", new_callable=AsyncMock)
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async def test_find_similar_stocks_default_top_n(mock_fetch):
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"""Default top_n=5 returns at most 5 entries in most_similar."""
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import portfolio_service
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symbols = ["AAPL", "MSFT", "GOOGL", "AMZN", "JPM", "BAC", "WFC", "GS"]
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mock_fetch.return_value = _make_prices(symbols)
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result = await portfolio_service.find_similar_stocks(
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"AAPL",
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["MSFT", "GOOGL", "AMZN", "JPM", "BAC", "WFC", "GS"],
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days=180,
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)
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assert len(result["most_similar"]) <= 5
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assert len(result["least_similar"]) <= 5
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@@ -223,3 +223,271 @@ async def test_portfolio_risk_parity_default_days(mock_fn, client):
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)
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assert resp.status_code == 200
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mock_fn.assert_called_once_with(["AAPL"], days=365)
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# ---------------------------------------------------------------------------
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# POST /api/v1/portfolio/cluster
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# ---------------------------------------------------------------------------
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_CLUSTER_RESULT = {
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"symbols": ["AAPL", "MSFT", "GOOGL", "AMZN", "JPM", "BAC"],
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"coordinates": [
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{"symbol": "AAPL", "x": 12.5, "y": -3.2, "cluster": 0},
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{"symbol": "MSFT", "x": 11.8, "y": -2.9, "cluster": 0},
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{"symbol": "GOOGL", "x": 10.1, "y": -1.5, "cluster": 0},
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{"symbol": "AMZN", "x": 9.5, "y": -0.8, "cluster": 0},
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{"symbol": "JPM", "x": -5.1, "y": 8.3, "cluster": 1},
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{"symbol": "BAC", "x": -4.9, "y": 7.9, "cluster": 1},
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],
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"clusters": {"0": ["AAPL", "MSFT", "GOOGL", "AMZN"], "1": ["JPM", "BAC"]},
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"method": "t-SNE + KMeans",
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"n_clusters": 2,
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"days": 180,
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}
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@pytest.mark.asyncio
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@patch("routes_portfolio.portfolio_service.cluster_stocks", new_callable=AsyncMock)
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async def test_portfolio_cluster_happy_path(mock_fn, client):
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"""POST /cluster returns 200 with valid cluster result."""
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mock_fn.return_value = _CLUSTER_RESULT
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resp = await client.post(
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"/api/v1/portfolio/cluster",
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json={"symbols": ["AAPL", "MSFT", "GOOGL", "AMZN", "JPM", "BAC"], "days": 180},
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)
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assert resp.status_code == 200
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data = resp.json()
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assert data["success"] is True
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assert data["data"]["method"] == "t-SNE + KMeans"
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assert "coordinates" in data["data"]
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assert "clusters" in data["data"]
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mock_fn.assert_called_once_with(
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["AAPL", "MSFT", "GOOGL", "AMZN", "JPM", "BAC"], days=180, n_clusters=None
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)
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@pytest.mark.asyncio
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@patch("routes_portfolio.portfolio_service.cluster_stocks", new_callable=AsyncMock)
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async def test_portfolio_cluster_with_custom_n_clusters(mock_fn, client):
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"""n_clusters is forwarded to service when provided."""
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mock_fn.return_value = _CLUSTER_RESULT
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resp = await client.post(
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"/api/v1/portfolio/cluster",
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json={
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"symbols": ["AAPL", "MSFT", "GOOGL", "AMZN", "JPM", "BAC"],
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"days": 180,
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"n_clusters": 3,
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},
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)
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assert resp.status_code == 200
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mock_fn.assert_called_once_with(
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["AAPL", "MSFT", "GOOGL", "AMZN", "JPM", "BAC"], days=180, n_clusters=3
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)
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@pytest.mark.asyncio
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async def test_portfolio_cluster_too_few_symbols_returns_422(client):
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"""Fewer than 3 symbols triggers Pydantic validation error (422)."""
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resp = await client.post(
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"/api/v1/portfolio/cluster",
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json={"symbols": ["AAPL", "MSFT"], "days": 180},
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)
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assert resp.status_code == 422
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@pytest.mark.asyncio
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async def test_portfolio_cluster_missing_symbols_returns_422(client):
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"""Missing symbols field returns 422."""
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resp = await client.post("/api/v1/portfolio/cluster", json={"days": 180})
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assert resp.status_code == 422
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@pytest.mark.asyncio
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async def test_portfolio_cluster_too_many_symbols_returns_422(client):
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"""More than 50 symbols returns 422."""
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symbols = [f"SYM{i}" for i in range(51)]
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resp = await client.post(
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"/api/v1/portfolio/cluster", json={"symbols": symbols, "days": 180}
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)
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assert resp.status_code == 422
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@pytest.mark.asyncio
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async def test_portfolio_cluster_days_below_minimum_returns_422(client):
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"""days < 30 returns 422."""
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resp = await client.post(
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"/api/v1/portfolio/cluster",
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json={"symbols": ["AAPL", "MSFT", "GOOGL"], "days": 10},
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)
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assert resp.status_code == 422
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@pytest.mark.asyncio
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async def test_portfolio_cluster_n_clusters_below_minimum_returns_422(client):
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"""n_clusters < 2 returns 422."""
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resp = await client.post(
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"/api/v1/portfolio/cluster",
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json={"symbols": ["AAPL", "MSFT", "GOOGL"], "days": 180, "n_clusters": 1},
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)
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assert resp.status_code == 422
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@pytest.mark.asyncio
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@patch("routes_portfolio.portfolio_service.cluster_stocks", new_callable=AsyncMock)
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async def test_portfolio_cluster_value_error_returns_400(mock_fn, client):
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"""ValueError from service returns 400."""
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mock_fn.side_effect = ValueError("at least 3 symbols required")
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resp = await client.post(
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"/api/v1/portfolio/cluster",
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json={"symbols": ["AAPL", "MSFT", "GOOGL"], "days": 180},
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)
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assert resp.status_code == 400
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@pytest.mark.asyncio
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@patch("routes_portfolio.portfolio_service.cluster_stocks", new_callable=AsyncMock)
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||||
async def test_portfolio_cluster_upstream_error_returns_502(mock_fn, client):
|
||||
"""Unexpected exception from service returns 502."""
|
||||
mock_fn.side_effect = RuntimeError("upstream failure")
|
||||
resp = await client.post(
|
||||
"/api/v1/portfolio/cluster",
|
||||
json={"symbols": ["AAPL", "MSFT", "GOOGL"], "days": 180},
|
||||
)
|
||||
assert resp.status_code == 502
|
||||
|
||||
|
||||
@pytest.mark.asyncio
|
||||
@patch("routes_portfolio.portfolio_service.cluster_stocks", new_callable=AsyncMock)
|
||||
async def test_portfolio_cluster_default_days(mock_fn, client):
|
||||
"""Default days=180 is used when not provided."""
|
||||
mock_fn.return_value = _CLUSTER_RESULT
|
||||
resp = await client.post(
|
||||
"/api/v1/portfolio/cluster",
|
||||
json={"symbols": ["AAPL", "MSFT", "GOOGL"]},
|
||||
)
|
||||
assert resp.status_code == 200
|
||||
mock_fn.assert_called_once_with(
|
||||
["AAPL", "MSFT", "GOOGL"], days=180, n_clusters=None
|
||||
)
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# POST /api/v1/portfolio/similar
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
_SIMILAR_RESULT = {
|
||||
"symbol": "AAPL",
|
||||
"most_similar": [
|
||||
{"symbol": "MSFT", "correlation": 0.85},
|
||||
{"symbol": "GOOGL", "correlation": 0.78},
|
||||
],
|
||||
"least_similar": [
|
||||
{"symbol": "JPM", "correlation": 0.32},
|
||||
{"symbol": "BAC", "correlation": 0.28},
|
||||
],
|
||||
}
|
||||
|
||||
|
||||
@pytest.mark.asyncio
|
||||
@patch("routes_portfolio.portfolio_service.find_similar_stocks", new_callable=AsyncMock)
|
||||
async def test_portfolio_similar_happy_path(mock_fn, client):
|
||||
"""POST /similar returns 200 with most_similar and least_similar."""
|
||||
mock_fn.return_value = _SIMILAR_RESULT
|
||||
resp = await client.post(
|
||||
"/api/v1/portfolio/similar",
|
||||
json={
|
||||
"symbol": "AAPL",
|
||||
"universe": ["MSFT", "GOOGL", "AMZN", "JPM", "BAC"],
|
||||
"days": 180,
|
||||
"top_n": 2,
|
||||
},
|
||||
)
|
||||
assert resp.status_code == 200
|
||||
data = resp.json()
|
||||
assert data["success"] is True
|
||||
assert data["data"]["symbol"] == "AAPL"
|
||||
assert "most_similar" in data["data"]
|
||||
assert "least_similar" in data["data"]
|
||||
mock_fn.assert_called_once_with(
|
||||
"AAPL",
|
||||
["MSFT", "GOOGL", "AMZN", "JPM", "BAC"],
|
||||
days=180,
|
||||
top_n=2,
|
||||
)
|
||||
|
||||
|
||||
@pytest.mark.asyncio
|
||||
async def test_portfolio_similar_missing_symbol_returns_422(client):
|
||||
"""Missing symbol field returns 422."""
|
||||
resp = await client.post(
|
||||
"/api/v1/portfolio/similar",
|
||||
json={"universe": ["MSFT", "GOOGL"], "days": 180},
|
||||
)
|
||||
assert resp.status_code == 422
|
||||
|
||||
|
||||
@pytest.mark.asyncio
|
||||
async def test_portfolio_similar_missing_universe_returns_422(client):
|
||||
"""Missing universe field returns 422."""
|
||||
resp = await client.post(
|
||||
"/api/v1/portfolio/similar",
|
||||
json={"symbol": "AAPL", "days": 180},
|
||||
)
|
||||
assert resp.status_code == 422
|
||||
|
||||
|
||||
@pytest.mark.asyncio
|
||||
async def test_portfolio_similar_universe_too_small_returns_422(client):
|
||||
"""universe with fewer than 2 entries returns 422."""
|
||||
resp = await client.post(
|
||||
"/api/v1/portfolio/similar",
|
||||
json={"symbol": "AAPL", "universe": ["MSFT"], "days": 180},
|
||||
)
|
||||
assert resp.status_code == 422
|
||||
|
||||
|
||||
@pytest.mark.asyncio
|
||||
async def test_portfolio_similar_top_n_below_minimum_returns_422(client):
|
||||
"""top_n < 1 returns 422."""
|
||||
resp = await client.post(
|
||||
"/api/v1/portfolio/similar",
|
||||
json={"symbol": "AAPL", "universe": ["MSFT", "GOOGL"], "days": 180, "top_n": 0},
|
||||
)
|
||||
assert resp.status_code == 422
|
||||
|
||||
|
||||
@pytest.mark.asyncio
|
||||
@patch("routes_portfolio.portfolio_service.find_similar_stocks", new_callable=AsyncMock)
|
||||
async def test_portfolio_similar_value_error_returns_400(mock_fn, client):
|
||||
"""ValueError from service returns 400."""
|
||||
mock_fn.side_effect = ValueError("AAPL not found in price data")
|
||||
resp = await client.post(
|
||||
"/api/v1/portfolio/similar",
|
||||
json={"symbol": "AAPL", "universe": ["MSFT", "GOOGL"], "days": 180},
|
||||
)
|
||||
assert resp.status_code == 400
|
||||
|
||||
|
||||
@pytest.mark.asyncio
|
||||
@patch("routes_portfolio.portfolio_service.find_similar_stocks", new_callable=AsyncMock)
|
||||
async def test_portfolio_similar_upstream_error_returns_502(mock_fn, client):
|
||||
"""Unexpected exception from service returns 502."""
|
||||
mock_fn.side_effect = RuntimeError("upstream failure")
|
||||
resp = await client.post(
|
||||
"/api/v1/portfolio/similar",
|
||||
json={"symbol": "AAPL", "universe": ["MSFT", "GOOGL"], "days": 180},
|
||||
)
|
||||
assert resp.status_code == 502
|
||||
|
||||
|
||||
@pytest.mark.asyncio
|
||||
@patch("routes_portfolio.portfolio_service.find_similar_stocks", new_callable=AsyncMock)
|
||||
async def test_portfolio_similar_default_top_n(mock_fn, client):
|
||||
"""Default top_n=5 is passed to service when not specified."""
|
||||
mock_fn.return_value = _SIMILAR_RESULT
|
||||
resp = await client.post(
|
||||
"/api/v1/portfolio/similar",
|
||||
json={"symbol": "AAPL", "universe": ["MSFT", "GOOGL", "AMZN"]},
|
||||
)
|
||||
assert resp.status_code == 200
|
||||
mock_fn.assert_called_once_with("AAPL", ["MSFT", "GOOGL", "AMZN"], days=180, top_n=5)
|
||||
|
||||
Reference in New Issue
Block a user