feat: OpenBB Investment Analysis API
REST API wrapping OpenBB SDK for stock data, sentiment analysis, technical indicators, macro data, and rule-based portfolio analysis. - Stock data via yfinance (quote, profile, metrics, financials, historical, news) - News sentiment via Alpha Vantage (per-article, per-ticker scores) - Analyst data via Finnhub (recommendations, insider trades, upgrades) - Macro data via FRED (Fed rate, CPI, GDP, unemployment, treasury yields) - Technical indicators via openbb-technical (RSI, MACD, SMA, EMA, Bollinger) - Rule-based portfolio analysis engine (BUY_MORE/HOLD/SELL) - Stock discovery (gainers, losers, active, undervalued, growth) - 102 tests, all passing
This commit is contained in:
Yaojia Wang
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tests/test_routes.py
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242
tests/test_routes.py
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import pytest
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from datetime import datetime, timezone
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from unittest.mock import patch, AsyncMock
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from httpx import AsyncClient, ASGITransport
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from main import app
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@pytest.fixture
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async def client():
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transport = ASGITransport(app=app)
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async with AsyncClient(transport=transport, base_url="http://test") as c:
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yield c
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@pytest.mark.asyncio
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async def test_health(client):
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resp = await client.get("/health")
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assert resp.status_code == 200
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assert resp.json()["status"] == "ok"
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# --- Symbol Validation ---
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@pytest.mark.asyncio
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async def test_invalid_symbol_returns_400(client):
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resp = await client.get("/api/v1/stock/AAPL;DROP/quote")
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assert resp.status_code == 400
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@pytest.mark.asyncio
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async def test_symbol_too_long_returns_422(client):
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resp = await client.get(f"/api/v1/stock/{'A' * 25}/quote")
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assert resp.status_code == 422
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# --- Stock Endpoints ---
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@pytest.mark.asyncio
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@patch("routes.openbb_service.get_quote", new_callable=AsyncMock)
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async def test_stock_quote(mock_quote, client):
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mock_quote.return_value = {
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"name": "Apple Inc.",
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"last_price": 180.0,
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"change": 2.5,
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"change_percent": 1.4,
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"volume": 50000000,
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"market_cap": 2800000000000,
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"currency": "USD",
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}
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resp = await client.get("/api/v1/stock/AAPL/quote")
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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"]["price"] == 180.0
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assert data["data"]["symbol"] == "AAPL"
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@pytest.mark.asyncio
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@patch("routes.openbb_service.get_profile", new_callable=AsyncMock)
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async def test_stock_profile(mock_profile, client):
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mock_profile.return_value = {
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"name": "Apple Inc.",
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"sector": "Technology",
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"industry": "Consumer Electronics",
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"country": "US",
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}
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resp = await client.get("/api/v1/stock/AAPL/profile")
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assert resp.status_code == 200
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data = resp.json()
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assert data["data"]["sector"] == "Technology"
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@pytest.mark.asyncio
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@patch("routes.openbb_service.get_metrics", new_callable=AsyncMock)
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async def test_stock_metrics(mock_metrics, client):
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mock_metrics.return_value = {"pe_ratio": 28.5, "roe": 0.15}
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resp = await client.get("/api/v1/stock/AAPL/metrics")
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assert resp.status_code == 200
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assert resp.json()["data"]["pe_ratio"] == 28.5
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@pytest.mark.asyncio
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@patch("routes.openbb_service.get_historical", new_callable=AsyncMock)
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async def test_stock_historical(mock_hist, client):
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mock_hist.return_value = [
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{"date": "2025-01-01", "open": 150, "close": 155, "volume": 1000000}
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]
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resp = await client.get("/api/v1/stock/AAPL/historical?days=30")
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assert resp.status_code == 200
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data = resp.json()["data"]
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assert len(data) == 1
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@pytest.mark.asyncio
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@patch("routes.openbb_service.get_news", new_callable=AsyncMock)
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async def test_stock_news(mock_news, client):
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mock_news.return_value = [
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{"title": "Apple reports earnings", "url": "https://example.com", "date": "2025-01-01"}
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]
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resp = await client.get("/api/v1/stock/AAPL/news")
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assert resp.status_code == 200
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assert len(resp.json()["data"]) == 1
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@pytest.mark.asyncio
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@patch("routes.openbb_service.get_summary", new_callable=AsyncMock)
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async def test_stock_summary(mock_summary, client):
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mock_summary.return_value = {
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"quote": {"name": "Apple", "last_price": 180.0},
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"profile": {"name": "Apple", "sector": "Tech"},
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"metrics": {"pe_ratio": 28.0},
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"financials": {"symbol": "AAPL", "income": [], "balance": [], "cash_flow": []},
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}
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resp = await client.get("/api/v1/stock/AAPL/summary")
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assert resp.status_code == 200
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data = resp.json()["data"]
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assert data["quote"]["price"] == 180.0
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assert data["profile"]["sector"] == "Tech"
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# --- Error Handling ---
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@pytest.mark.asyncio
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@patch("routes.openbb_service.get_quote", new_callable=AsyncMock)
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async def test_upstream_error_returns_502(mock_quote, client):
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mock_quote.side_effect = RuntimeError("Connection failed")
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resp = await client.get("/api/v1/stock/AAPL/quote")
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assert resp.status_code == 502
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assert "Data provider error" in resp.json()["detail"]
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# Verify raw exception is NOT leaked
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assert "Connection failed" not in resp.json()["detail"]
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# --- Portfolio Analysis ---
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@pytest.mark.asyncio
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@patch("routes.analysis_service.analyze_portfolio", new_callable=AsyncMock)
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async def test_portfolio_analyze(mock_analyze, client):
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from models import (
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ActionEnum,
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AnalysisResult,
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ConfidenceEnum,
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HoldingAnalysis,
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PortfolioResponse,
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)
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mock_analyze.return_value = PortfolioResponse(
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holdings=[
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HoldingAnalysis(
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symbol="AAPL",
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current_price=180.0,
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buy_in_price=150.0,
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shares=100,
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pnl=3000.0,
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pnl_percent=0.20,
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analysis=AnalysisResult(
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action=ActionEnum.HOLD,
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confidence=ConfidenceEnum.MEDIUM,
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reasons=["Within hold range"],
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),
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)
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],
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analyzed_at=datetime.now(timezone.utc),
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)
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resp = await client.post(
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"/api/v1/portfolio/analyze",
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json={
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"holdings": [
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{"symbol": "AAPL", "shares": 100, "buy_in_price": 150.0}
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]
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},
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)
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assert resp.status_code == 200
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data = resp.json()["data"]
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assert len(data["holdings"]) == 1
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assert data["holdings"][0]["analysis"]["action"] == "HOLD"
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@pytest.mark.asyncio
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async def test_portfolio_analyze_empty_body(client):
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resp = await client.post(
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"/api/v1/portfolio/analyze",
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json={"holdings": []},
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)
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assert resp.status_code == 422
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# --- Discovery Endpoints ---
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@pytest.mark.asyncio
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@patch("routes.openbb_service.get_gainers", new_callable=AsyncMock)
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async def test_discover_gainers(mock_gainers, client):
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mock_gainers.return_value = [
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{"symbol": "TSLA", "name": "Tesla", "price": 250.0, "change_percent": 5.0}
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]
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resp = await client.get("/api/v1/discover/gainers")
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assert resp.status_code == 200
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assert len(resp.json()["data"]) == 1
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@pytest.mark.asyncio
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@patch("routes.openbb_service.get_losers", new_callable=AsyncMock)
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async def test_discover_losers(mock_losers, client):
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mock_losers.return_value = [
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{"symbol": "XYZ", "name": "XYZ Corp", "price": 10.0, "change_percent": -8.0}
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]
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resp = await client.get("/api/v1/discover/losers")
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assert resp.status_code == 200
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assert len(resp.json()["data"]) == 1
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@pytest.mark.asyncio
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@patch("routes.openbb_service.get_active", new_callable=AsyncMock)
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async def test_discover_active(mock_active, client):
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mock_active.return_value = [
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{"symbol": "NVDA", "name": "NVIDIA", "volume": 99000000}
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]
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resp = await client.get("/api/v1/discover/active")
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assert resp.status_code == 200
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assert len(resp.json()["data"]) == 1
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@pytest.mark.asyncio
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@patch("routes.openbb_service.get_undervalued", new_callable=AsyncMock)
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async def test_discover_undervalued(mock_uv, client):
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mock_uv.return_value = [{"symbol": "IBM", "name": "IBM"}]
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resp = await client.get("/api/v1/discover/undervalued")
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assert resp.status_code == 200
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@pytest.mark.asyncio
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@patch("routes.openbb_service.get_growth", new_callable=AsyncMock)
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async def test_discover_growth(mock_growth, client):
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mock_growth.return_value = [{"symbol": "PLTR", "name": "Palantir"}]
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resp = await client.get("/api/v1/discover/growth")
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assert resp.status_code == 200
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