Two inconsistencies found verifying the IBKR /strategy/multistrat page: 1. A FAILED backtest with a high Sharpe (multistrat: Sharpe 1.7, gate FAIL) rendered a GREEN "Validated edge ... backtest passed" banner directly above the FAIL badge — the Sharpe>=1.0 fallback overrode the explicit FAIL. The verdict now respects the badge: an explicit FAIL is an amber "Backtest didn't clear the gate ... treat it as unproven", never a green "passed". The backtest Sharpe figure also goes neutral-grey (not alarming red) when unvalidated — the number itself (1.7) isn't bad, it just didn't validate. 2. The UCITS lines the EU DU account actually holds (CSPX/CBU0/IDTM/IGLN/ICOM) weren't in ASSET_DESCRIPTIONS, so the holdings "what it is" column read "other". Mapped each to its plain description (US stocks / US Treasuries / Gold / Commodities), same as its US cousin. Regression tests: a passed=False + Sharpe 1.7 detail renders amber "didn't clear the gate" and never "backtest passed"/"Validated edge"; UCITS tickers resolve to plain descriptions, never "other". Verified desktop+mobile. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
98 lines
4.8 KiB
Python
98 lines
4.8 KiB
Python
"""Web smoke: routes return 200 and render the seeded fleet + a strategy detail + healthz."""
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from __future__ import annotations
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import datetime as dt
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from fastapi.testclient import TestClient
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from fxhnt.adapters.persistence.forward_nav import ForwardNavRepo
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from fxhnt.adapters.web.app import create_app
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from fxhnt.application.forward_models import BacktestSummary
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from fxhnt.application.forward_models import ForwardNavRow as Row
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from fxhnt.application.forward_models import ForwardSummary
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def _client() -> TestClient:
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repo = ForwardNavRepo("sqlite://")
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repo.migrate()
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at = dt.datetime(2026, 6, 14, 23, 30)
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repo.upsert_rows([Row("unlock", "2026-06-05", 0.01, 1.01),
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Row("unlock", "2026-06-06", 0.0099, 1.0201)], at)
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repo.upsert_summary(ForwardSummary("unlock", "2026-06-06", 2, 1.0201, 0.0201, 1.2, -0.01),
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"WAIT", "2/20 forward days", at)
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repo.upsert_backtest_summary(BacktestSummary(
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"xsfunding", "2026-05-30", cagr=0.12, ann_vol=0.18, sharpe=0.85, max_drawdown=-0.22,
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passed=True, dsr=0.61, is_sharpe=0.9, oos_sharpe=0.7, pvalue=0.03), at)
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return TestClient(create_app(repo))
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def test_healthz() -> None:
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assert _client().get("/healthz").status_code == 200
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def test_cockpit_lists_fleet() -> None:
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r = _client().get("/")
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assert r.status_code == 200
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assert "Token-unlock dilution shorts" in r.text and "WAIT" in r.text
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def test_cockpit_shows_record_and_forward_columns() -> None:
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# Redesigned compact edges table: edge · record · forward · nav (the standalone backtest reference is
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# folded into the "record" column; the gate status into "forward"). The internal sleeve-id "class"
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# column is intentionally NOT shown — it's dev info, not user info.
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r = _client().get("/")
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assert r.status_code == 200
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for header in (">edge<", ">record<", ">forward<", ">nav<"):
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assert header in r.text, f"column header {header!r} missing"
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assert ">class<" not in r.text # the internal sleeve-id dev column is removed
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assert "badge WAIT" in r.text # a gate status badge rendered in the forward column
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def test_cockpit_has_responsive_markup() -> None:
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r = _client().get("/")
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assert r.status_code == 200
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assert 'class="fleet"' in r.text # fleet table marked for card reflow
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assert 'data-label="forward"' in r.text # per-cell labels for mobile card view
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def test_strategy_detail_renders_backtest_verdict() -> None:
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# Redesigned: the old standalone "backtest verdict" <h3> is gone; the backtest now renders inside the
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# "Backtested edge" stat card (one of the three top-of-page cards) — Sharpe, CAGR, and the PASS/FAIL
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# badge all still render there.
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r = _client().get("/strategy/xsfunding")
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assert r.status_code == 200
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assert "Backtested edge" in r.text # the new verdict card header present
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assert "badge PASS" in r.text # PASS badge rendered
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assert "Sharpe 0.8" in r.text # backtest Sharpe rendered
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assert "+12%/yr" in r.text # backtest CAGR rendered
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def test_failed_backtest_verdict_is_honest_not_a_green_pass() -> None:
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# Regression (found verifying the IBKR /strategy/multistrat page): a backtest that FAILED but has a high
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# Sharpe (multistrat: Sharpe 1.7, gate FAIL) used to render a GREEN "Validated edge ... backtest passed"
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# banner directly above the FAIL badge — the Sharpe>=1.0 fallback overrode the explicit FAIL. The verdict
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# must respect the badge: an explicit FAIL is amber ("didn't clear the gate"), never a green "passed".
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repo = ForwardNavRepo("sqlite://")
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repo.migrate()
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at = dt.datetime(2026, 6, 14, 23, 30)
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repo.upsert_backtest_summary(BacktestSummary(
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"positioning", "2026-05-30", cagr=0.15, ann_vol=0.20, sharpe=1.7, max_drawdown=-0.05,
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passed=False, dsr=0.4, is_sharpe=1.7, oos_sharpe=1.2, pvalue=0.2), at)
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r = TestClient(create_app(repo)).get("/strategy/positioning")
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assert r.status_code == 200
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assert "badge FAIL" in r.text # the FAIL badge still renders in the card
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assert "didn't clear the gate" in r.text # honest amber verdict
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assert "verdict warn" in r.text # amber banner, not the green ".verdict ok"
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assert "backtest passed" not in r.text # never claim "passed" over a FAIL
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assert "Validated edge" not in r.text # nor "validated"
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def test_strategy_detail_renders() -> None:
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r = _client().get("/strategy/unlock")
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assert r.status_code == 200 and "2026-06-06" in r.text
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assert "weekly" in r.text and "rolling mean" in r.text # period-aware section present
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def test_strategy_detail_unknown_404() -> None:
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assert _client().get("/strategy/nope").status_code == 404
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