From 795f970aa4877b163d501e159b5172e66f4ab7e9 Mon Sep 17 00:00:00 2001 From: Andrew Kaszubski Date: Fri, 26 Dec 2025 22:41:45 +1100 Subject: [PATCH] feat(alerts): add Slack channel with webhooks and Block Kit - Issue #40 (44 tests) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Implements Slack integration for alert delivery: - SlackMessageStyle enum (simple, blocks, attachment) - SlackConfig for webhook URL, channel, username, icon - SlackMessageResult for delivery tracking - SlackMessageFormatter with Block Kit support - SlackChannel implementing AlertChannel protocol - create_slack_channel factory function Features: - Three formatting styles (simple text, blocks, attachments) - Priority-based colors and emojis - Category emojis for visual identification - @mention support for critical alerts - Timestamp and source inclusion options - Data field display in messages - Webhook URL validation (hooks.slack.com) - Retry logic with exponential backoff - Rate limit handling (429 status with Retry-After) - Server error retry (500+) vs client error fail-fast (400) - Latency tracking for performance monitoring - Sync and async delivery methods - Test webhook functionality 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 --- .claude/batch_state.json | 6 +- .claude/cache/commit_msg.txt | 31 +- logs/security_audit.log | 89 ++++ tests/unit/alerts/test_slack_channel.py | 610 +++++++++++++++++++++ tradingagents/alerts/__init__.py | 33 +- tradingagents/alerts/slack_channel.py | 679 ++++++++++++++++++++++++ 6 files changed, 1432 insertions(+), 16 deletions(-) create mode 100644 tests/unit/alerts/test_slack_channel.py create mode 100644 tradingagents/alerts/slack_channel.py diff --git a/.claude/batch_state.json b/.claude/batch_state.json index 3a56c157..aa9e0a67 100644 --- a/.claude/batch_state.json +++ b/.claude/batch_state.json @@ -49,8 +49,8 @@ "Issue #48: [DOCS-47] Documentation - user guide, developer docs" ], "total_features": 45, - "current_index": 28, - "completed_features": [0, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27], + "current_index": 36, + "completed_features": [0, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35], "failed_features": [], "context_token_estimate": 0, "auto_clear_count": 0, @@ -60,5 +60,5 @@ "source_type": "issues", "feature_order": [0,1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44], "started_at": "2025-12-26T12:35:00Z", - "notes": "Issue #2 already implemented. Issue #3: 84 tests (d3892b0). Issue #4: 51 tests (0d09f15). Issue #5: 43 tests (1c6c2fa). Issue #6: 87 tests (1ea006e). Issue #7: migrations fixed + README (68be12c). Issue #8: 108 tests FRED API (4d693fb). Issue #9: 42 tests multi-timeframe (19171a4). Issue #10: 35 tests benchmark (bbd85c9). Issue #11: 84 tests vendor routing (2c80264). Issue #12: 41 tests data cache (ae7899a). Issue #13: 47 tests momentum analyst (8522b4b). Issue #14: 57 tests macro analyst (bdff87a). Issue #15: 59 tests correlation analyst (b0140a8). Issue #16: 52 tests position sizing (a17fc1f). Issue #17: 35 tests analyst integration (5a0606b). Issue #18: 71 tests layered memory (d72c214). Issue #19: 51 tests trade history (dbfcea3). Issue #20: 59 tests risk profiles (25c31d5). Issue #21: 26 tests memory integration (4f6f7c1). Issue #22: 71 tests broker base (e4ef947). Issue #23: 57 tests broker router (850346a). Issue #24: 37 tests alpaca broker (593d599). Issue #25: 38 tests ibkr broker (1e32c0e). Issue #26: 63 tests paper broker (834d18f). Issue #27: 47 tests order manager (6863e3e). Issue #28: 45 tests risk controls (9aee433). Issue #29: 68 tests portfolio state (6642047)." + "notes": "Issue #2 already implemented. Issue #3: 84 tests (d3892b0). Issue #4: 51 tests (0d09f15). Issue #5: 43 tests (1c6c2fa). Issue #6: 87 tests (1ea006e). Issue #7: migrations fixed + README (68be12c). Issue #8: 108 tests FRED API (4d693fb). Issue #9: 42 tests multi-timeframe (19171a4). Issue #10: 35 tests benchmark (bbd85c9). Issue #11: 84 tests vendor routing (2c80264). Issue #12: 41 tests data cache (ae7899a). Issue #13: 47 tests momentum analyst (8522b4b). Issue #14: 57 tests macro analyst (bdff87a). Issue #15: 59 tests correlation analyst (b0140a8). Issue #16: 52 tests position sizing (a17fc1f). Issue #17: 35 tests analyst integration (5a0606b). Issue #18: 71 tests layered memory (d72c214). Issue #19: 51 tests trade history (dbfcea3). Issue #20: 59 tests risk profiles (25c31d5). Issue #21: 26 tests memory integration (4f6f7c1). Issue #22: 71 tests broker base (e4ef947). Issue #23: 57 tests broker router (850346a). Issue #24: 37 tests alpaca broker (593d599). Issue #25: 38 tests ibkr broker (1e32c0e). Issue #26: 63 tests paper broker (834d18f). Issue #27: 47 tests order manager (6863e3e). Issue #28: 45 tests risk controls (9aee433). Issue #29: 68 tests portfolio state (6642047). Issue #31: 63 tests performance metrics (bedb59b). Issue #32: 66 tests CGT calculator (13f2bba). Issue #33: 45 tests scenario runner (e7bff2c). Issue #34: 43 tests strategy comparator (76eac65). Issue #35: 53 tests economic conditions (b54d6ba). Issue #36: 56 tests signal to order (c423c6b). Issue #37: 37 tests strategy executor (ddb12c1). Issue #38: 55 tests alert manager (7ab60eb)." } diff --git a/.claude/cache/commit_msg.txt b/.claude/cache/commit_msg.txt index 7d5142f2..9dfc089e 100644 --- a/.claude/cache/commit_msg.txt +++ b/.claude/cache/commit_msg.txt @@ -1,16 +1,23 @@ -feat(portfolio): add Portfolio State for holdings and mark-to-market - Issue #29 (68 tests) +feat(alerts): add Alert Manager for orchestration and routing - Issue #38 (55 tests) -Implements comprehensive portfolio state management: -- Holding dataclass with long/short support and P&L calculations -- CashBalance for multi-currency cash management -- PortfolioState class with: - - Real-time mark-to-market valuation - - Multi-currency support with exchange rate conversion - - Thread-safe state updates - - Position tracking with average cost calculation - - Portfolio snapshots for historical tracking -- PriceProvider and ExchangeRateProvider protocols -- Serialization/deserialization support +Implements comprehensive alert management framework: +- AlertPriority, AlertCategory, AlertStatus, ChannelType enums +- AlertTemplate, RateLimitConfig, RoutingRule dataclasses +- Alert, DeliveryResult, AlertStats tracking classes +- LogChannel and WebhookChannel implementations +- AlertManager main class + +Features: +- Multi-channel alert routing (log, webhook, slack, sms, email, push) +- Configurable routing rules based on priority and category +- Rate limiting to prevent alert storms +- Duplicate detection and suppression +- Alert history with filtering and search +- Alert acknowledgement tracking +- Template-based alert formatting +- Synchronous and asynchronous delivery +- Statistics and metrics tracking +- Convenience methods for trade/risk/execution alerts 🤖 Generated with [Claude Code](https://claude.com/claude-code) diff --git a/logs/security_audit.log b/logs/security_audit.log index 20fce58f..87db4b08 100644 --- a/logs/security_audit.log +++ b/logs/security_audit.log @@ -2411,3 +2411,92 @@ {"timestamp": 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tradingagents.alerts.slack_channel import ( + # Enums + SlackMessageStyle, + # Data Classes + SlackConfig, + SlackMessageResult, + # Classes + SlackMessageFormatter, + SlackChannel, + # Factory Functions + create_slack_channel, +) +from tradingagents.alerts.alert_manager import ( + Alert, + AlertPriority, + AlertCategory, + ChannelType, +) + + +# ============================================================================ +# Enum Tests +# ============================================================================ + +class TestSlackMessageStyle: + """Tests for SlackMessageStyle enum.""" + + def test_all_styles_defined(self): + """Verify all styles exist.""" + assert SlackMessageStyle.SIMPLE + assert SlackMessageStyle.BLOCKS + assert SlackMessageStyle.ATTACHMENT + + def test_style_values(self): + """Verify style values.""" + assert SlackMessageStyle.SIMPLE.value == "simple" + assert SlackMessageStyle.BLOCKS.value == "blocks" + + +# ============================================================================ +# Data Class Tests +# ============================================================================ + +class TestSlackConfig: + """Tests for SlackConfig dataclass.""" + + def test_default_creation(self): + """Test creating config with defaults.""" + config = SlackConfig() + assert config.webhook_url == "" + assert config.username == "TradingAgents Alert" + assert config.icon_emoji == ":chart_with_upwards_trend:" + assert config.style == SlackMessageStyle.BLOCKS + + def test_custom_config(self): + """Test creating custom config.""" + config = SlackConfig( + webhook_url="https://hooks.slack.com/test", + channel="#alerts", + username="CustomBot", + ) + assert config.webhook_url == "https://hooks.slack.com/test" + assert config.channel == "#alerts" + assert config.username == "CustomBot" + + +class TestSlackMessageResult: + """Tests for SlackMessageResult dataclass.""" + + def test_default_creation(self): + """Test creating result with defaults.""" + result = SlackMessageResult() + assert result.success is False + assert result.status_code == 0 + assert result.attempts == 0 + + +# ============================================================================ +# Formatter Tests +# ============================================================================ + +class TestSlackMessageFormatter: + """Tests for SlackMessageFormatter.""" + + @pytest.fixture + def alert(self): + """Create test alert.""" + return Alert( + title="Test Alert", + message="This is a test message", + priority=AlertPriority.MEDIUM, + category=AlertCategory.TRADE, + source="test", + data={"symbol": "AAPL", "price": "150.00"}, + ) + + @pytest.fixture + def config(self): + """Create test config.""" + return SlackConfig( + webhook_url="https://hooks.slack.com/test", + username="TestBot", + ) + + def test_format_simple(self, alert, config): + """Test simple format.""" + config.style = SlackMessageStyle.SIMPLE + payload = SlackMessageFormatter.format_simple(alert, config) + + assert "text" in payload + assert "Test Alert" in payload["text"] + assert "This is a test message" in payload["text"] + assert payload.get("username") == "TestBot" + + def test_format_blocks(self, alert, config): + """Test blocks format.""" + config.style = SlackMessageStyle.BLOCKS + payload = SlackMessageFormatter.format_blocks(alert, config) + + assert "attachments" in payload + assert len(payload["attachments"]) > 0 + assert "blocks" in payload["attachments"][0] + + def test_format_attachment(self, alert, config): + """Test attachment format.""" + config.style = SlackMessageStyle.ATTACHMENT + payload = SlackMessageFormatter.format_attachment(alert, config) + + assert "attachments" in payload + assert len(payload["attachments"]) > 0 + assert "fields" in payload["attachments"][0] + + def test_format_dispatcher(self, alert, config): + """Test format dispatcher.""" + config.style = SlackMessageStyle.SIMPLE + payload_simple = SlackMessageFormatter.format(alert, config) + assert "text" in payload_simple + assert "attachments" not in payload_simple + + config.style = SlackMessageStyle.BLOCKS + payload_blocks = SlackMessageFormatter.format(alert, config) + assert "attachments" in payload_blocks + + def test_priority_colors(self, config): + """Test priority color mapping.""" + for priority in AlertPriority: + alert = Alert( + title="Test", + message="Test", + priority=priority, + ) + config.style = SlackMessageStyle.BLOCKS + payload = SlackMessageFormatter.format_blocks(alert, config) + + # Check attachment has color + assert "color" in payload["attachments"][0] + + def test_priority_emojis(self, config): + """Test priority emoji mapping.""" + for priority in AlertPriority: + alert = Alert( + title="Test", + message="Test", + priority=priority, + ) + config.style = SlackMessageStyle.SIMPLE + payload = SlackMessageFormatter.format_simple(alert, config) + + # Should have some emoji + assert ":" in payload["text"] + + def test_category_emojis(self, config): + """Test category emoji mapping.""" + for category in AlertCategory: + alert = Alert( + title="Test", + message="Test", + category=category, + ) + config.style = SlackMessageStyle.BLOCKS + payload = SlackMessageFormatter.format_blocks(alert, config) + + # Blocks should contain category + blocks = payload["attachments"][0]["blocks"] + assert any("elements" in block for block in blocks) + + def test_critical_mention(self, config): + """Test critical alert mentions.""" + config.mention_on_critical = True + config.mention_users = ["U12345", "U67890"] + + alert = Alert( + title="Critical Alert", + message="Critical issue", + priority=AlertPriority.CRITICAL, + ) + + payload = SlackMessageFormatter.format_simple(alert, config) + assert "<@U12345>" in payload["text"] + assert "<@U67890>" in payload["text"] + + def test_include_timestamp(self, config): + """Test timestamp inclusion.""" + config.include_timestamp = True + + alert = Alert( + title="Test", + message="Test", + ) + + payload = SlackMessageFormatter.format_simple(alert, config) + assert "Time:" in payload["text"] + + def test_include_source(self, config): + """Test source inclusion.""" + config.include_source = True + + alert = Alert( + title="Test", + message="Test", + source="test_source", + ) + + payload = SlackMessageFormatter.format_simple(alert, config) + assert "Source:" in payload["text"] + + def test_data_fields(self, alert, config): + """Test data fields in attachment format.""" + config.style = SlackMessageStyle.ATTACHMENT + payload = SlackMessageFormatter.format_attachment(alert, config) + + fields = payload["attachments"][0]["fields"] + field_titles = [f["title"] for f in fields] + + assert "Category" in field_titles + assert "Priority" in field_titles + + def test_channel_override(self, alert, config): + """Test channel override.""" + config.channel = "#custom-channel" + payload = SlackMessageFormatter.format_simple(alert, config) + + assert payload.get("channel") == "#custom-channel" + + +# ============================================================================ +# SlackChannel Tests +# ============================================================================ + +class TestSlackChannel: + """Tests for SlackChannel class.""" + + @pytest.fixture + def channel(self): + """Create test channel.""" + return SlackChannel("https://hooks.slack.com/test") + + @pytest.fixture + def alert(self): + """Create test alert.""" + return Alert( + title="Test Alert", + message="Test message", + priority=AlertPriority.MEDIUM, + category=AlertCategory.TRADE, + ) + + def test_initialization_with_url(self): + """Test initialization with URL.""" + channel = SlackChannel("https://hooks.slack.com/test") + assert channel.config.webhook_url == "https://hooks.slack.com/test" + + def test_initialization_with_config(self): + """Test initialization with config.""" + config = SlackConfig( + webhook_url="https://hooks.slack.com/test", + username="CustomBot", + ) + channel = SlackChannel(config=config) + assert channel.config.username == "CustomBot" + + def test_channel_type(self, channel): + """Test channel type.""" + assert channel.channel_type == ChannelType.SLACK + + def test_is_available_with_url(self, channel): + """Test availability with URL.""" + assert channel.is_available is True + + def test_is_available_without_url(self): + """Test availability without URL.""" + channel = SlackChannel("") + assert channel.is_available is False + + def test_validate_config_valid(self, channel): + """Test config validation with valid config.""" + is_valid, error = channel.validate_config() + assert is_valid is True + assert error == "" + + def test_validate_config_no_url(self): + """Test config validation with no URL.""" + channel = SlackChannel("") + is_valid, error = channel.validate_config() + assert is_valid is False + assert "required" in error.lower() + + def test_validate_config_invalid_url(self): + """Test config validation with invalid URL.""" + channel = SlackChannel("https://example.com/webhook") + is_valid, error = channel.validate_config() + assert is_valid is False + assert "invalid" in error.lower() + + @pytest.mark.asyncio + async def test_send_not_available(self, alert): + """Test send when not available.""" + channel = SlackChannel("") + result = await channel.send_with_result(alert) + + assert result.success is False + assert "not configured" in result.error_message + + @pytest.mark.asyncio + async def test_send_success(self, channel, alert): + """Test successful send.""" + with patch.object( + channel, + "_send_webhook", + return_value={"success": True, "status_code": 200, "body": "ok"}, + ): + result = await channel.send_with_result(alert) + + assert result.success is True + assert result.status_code == 200 + + @pytest.mark.asyncio + async def test_send_failure(self, channel, alert): + """Test failed send.""" + with patch.object( + channel, + "_send_webhook", + return_value={"success": False, "status_code": 400, "body": "error"}, + ): + result = await channel.send_with_result(alert) + + assert result.success is False + assert result.status_code == 400 + + @pytest.mark.asyncio + async def test_send_retry_on_server_error(self, channel, alert): + """Test retry on server error.""" + channel.config.retry_count = 3 + channel.config.retry_delay_seconds = 0.01 + + call_count = 0 + + async def mock_send(payload): + nonlocal call_count + call_count += 1 + if call_count < 3: + return {"success": False, "status_code": 500, "body": "error"} + return {"success": True, "status_code": 200, "body": "ok"} + + with patch.object(channel, "_send_webhook", side_effect=mock_send): + result = await channel.send_with_result(alert) + + assert result.success is True + assert result.attempts == 3 + + @pytest.mark.asyncio + async def test_send_no_retry_on_client_error(self, channel, alert): + """Test no retry on client error.""" + channel.config.retry_count = 3 + + with patch.object( + channel, + "_send_webhook", + return_value={"success": False, "status_code": 400, "body": "bad request"}, + ): + result = await channel.send_with_result(alert) + + assert result.success is False + assert result.attempts == 1 + + @pytest.mark.asyncio + async def test_send_rate_limited(self, channel, alert): + """Test rate limit handling.""" + channel.config.retry_count = 2 + channel.config.retry_delay_seconds = 0.01 + + call_count = 0 + + async def mock_send(payload): + nonlocal call_count + call_count += 1 + if call_count == 1: + return {"success": False, "status_code": 429, "body": "rate limited", "retry_after": 0.01} + return {"success": True, "status_code": 200, "body": "ok"} + + with patch.object(channel, "_send_webhook", side_effect=mock_send): + result = await channel.send_with_result(alert) + + assert result.success is True + assert result.attempts == 2 + + @pytest.mark.asyncio + async def test_send_latency_tracked(self, channel, alert): + """Test latency tracking.""" + with patch.object( + channel, + "_send_webhook", + return_value={"success": True, "status_code": 200, "body": "ok"}, + ): + result = await channel.send_with_result(alert) + + assert result.latency_ms > 0 + + @pytest.mark.asyncio + async def test_send_bool_return(self, channel, alert): + """Test send returns bool.""" + with patch.object( + channel, + "_send_webhook", + return_value={"success": True, "status_code": 200, "body": "ok"}, + ): + result = await channel.send(alert) + + assert result is True + + +class TestSlackChannelIntegration: + """Integration tests for Slack channel.""" + + def test_with_alert_manager(self): + """Test integration with AlertManager.""" + from tradingagents.alerts.alert_manager import AlertManager, RoutingRule + + manager = AlertManager() + + # Create and register Slack channel + slack = SlackChannel("https://hooks.slack.com/test") + manager.register_channel(slack) + + # Add routing rule + manager.add_routing_rule(RoutingRule( + name="slack_alerts", + priority=AlertPriority.HIGH, + channels=[ChannelType.SLACK], + )) + + assert ChannelType.SLACK in manager.channels + + def test_module_imports(self): + """Test that all classes are exported from module.""" + from tradingagents.alerts import ( + SlackMessageStyle, + SlackConfig, + SlackMessageResult, + SlackMessageFormatter, + SlackChannel, + create_slack_channel, + ) + + # All imports successful + assert SlackMessageStyle.BLOCKS is not None + assert SlackChannel is not None + + def test_create_slack_channel_factory(self): + """Test factory function.""" + channel = create_slack_channel( + webhook_url="https://hooks.slack.com/test", + channel="#alerts", + username="CustomBot", + style=SlackMessageStyle.SIMPLE, + mention_users=["U12345"], + ) + + assert channel.config.webhook_url == "https://hooks.slack.com/test" + assert channel.config.channel == "#alerts" + assert channel.config.username == "CustomBot" + assert channel.config.style == SlackMessageStyle.SIMPLE + assert "U12345" in channel.config.mention_users + + def test_test_webhook_method(self): + """Test the test_webhook method.""" + channel = SlackChannel("https://hooks.slack.com/test") + + with patch.object( + channel, + "_send_webhook_sync", + return_value={"success": True, "status_code": 200, "body": "ok"}, + ): + result = channel.test_webhook() + + assert result.success is True + + def test_message_formatting_all_styles(self): + """Test all message formatting styles.""" + alert = Alert( + title="Test", + message="Test message", + priority=AlertPriority.HIGH, + category=AlertCategory.RISK, + data={"key": "value"}, + ) + + for style in SlackMessageStyle: + config = SlackConfig( + webhook_url="https://hooks.slack.com/test", + style=style, + ) + channel = SlackChannel(config=config) + + # Should not raise + payload = SlackMessageFormatter.format(alert, config) + assert payload is not None + assert "text" in payload or "attachments" in payload + + +class TestSlackChannelFormatting: + """Tests for Slack message formatting edge cases.""" + + @pytest.fixture + def config(self): + """Create test config.""" + return SlackConfig(webhook_url="https://hooks.slack.com/test") + + def test_empty_message(self, config): + """Test formatting empty message.""" + alert = Alert( + title="", + message="", + ) + + payload = SlackMessageFormatter.format_simple(alert, config) + assert "text" in payload + + def test_long_message(self, config): + """Test formatting long message.""" + alert = Alert( + title="Long Alert", + message="x" * 5000, + ) + + payload = SlackMessageFormatter.format_blocks(alert, config) + # Should not truncate + assert "x" * 100 in str(payload) + + def test_special_characters(self, config): + """Test formatting with special characters.""" + alert = Alert( + title="Alert & \"quotes\"", + message="Message with `code` and *markdown*", + ) + + payload = SlackMessageFormatter.format_simple(alert, config) + assert "" in payload["text"] + + def test_unicode_characters(self, config): + """Test formatting with unicode.""" + alert = Alert( + title="Alert with emoji", + message="Price target reached", + ) + + payload = SlackMessageFormatter.format_blocks(alert, config) + assert payload is not None + + def test_many_data_fields(self, config): + """Test formatting with many data fields.""" + data = {f"field_{i}": f"value_{i}" for i in range(20)} + + alert = Alert( + title="Data Alert", + message="Many fields", + data=data, + ) + + # Blocks format limits fields + payload = SlackMessageFormatter.format_blocks(alert, config) + blocks = payload["attachments"][0]["blocks"] + + # Should have some data fields + assert any("field_" in str(block) for block in blocks) + + def test_no_mention_without_users(self, config): + """Test critical alert without mention users.""" + config.mention_on_critical = True + config.mention_users = [] + + alert = Alert( + title="Critical", + message="Critical issue", + priority=AlertPriority.CRITICAL, + ) + + payload = SlackMessageFormatter.format_simple(alert, config) + # Should not have @mentions + assert "<@" not in payload["text"] diff --git a/tradingagents/alerts/__init__.py b/tradingagents/alerts/__init__.py index c83c2b58..8b337897 100644 --- a/tradingagents/alerts/__init__.py +++ b/tradingagents/alerts/__init__.py @@ -8,9 +8,11 @@ This module provides alert management including: - Alert history tracking Issue #38: [ALERT-37] Alert manager - orchestration and routing +Issue #40: [ALERT-39] Slack channel - webhooks Submodules: alert_manager: Core alert management functionality + slack_channel: Slack webhook integration Classes: Enums: @@ -18,6 +20,7 @@ Classes: - AlertCategory: Alert categories (trade, risk, system, market, etc.) - AlertStatus: Alert delivery status - ChannelType: Alert channel types + - SlackMessageStyle: Slack message formatting styles Data Classes: - AlertTemplate: Template for formatting alerts @@ -27,10 +30,13 @@ Classes: - Alert: An alert to be sent - DeliveryResult: Result of alert delivery - AlertStats: Statistics about alerts + - SlackConfig: Slack channel configuration + - SlackMessageResult: Result of Slack message send Channel Classes: - LogChannel: Channel that logs to Python logging - WebhookChannel: Channel that sends to webhooks + - SlackChannel: Channel that sends to Slack via webhooks Main Classes: - AlertManager: Orchestrates alert routing and delivery @@ -40,11 +46,16 @@ Example: ... AlertManager, ... AlertPriority, ... AlertCategory, + ... SlackChannel, ... ) >>> from decimal import Decimal >>> >>> manager = AlertManager() >>> + >>> # Add Slack channel + >>> slack = SlackChannel("https://hooks.slack.com/...") + >>> manager.register_channel(slack) + >>> >>> # Create and send alert >>> alert = manager.create_alert( ... title="Buy Signal", @@ -80,12 +91,26 @@ from .alert_manager import ( AlertManager, ) +from .slack_channel import ( + # Enums + SlackMessageStyle, + # Data Classes + SlackConfig, + SlackMessageResult, + # Classes + SlackMessageFormatter, + SlackChannel, + # Factory Functions + create_slack_channel, +) + __all__ = [ # Enums "AlertPriority", "AlertCategory", "AlertStatus", "ChannelType", + "SlackMessageStyle", # Data Classes "AlertTemplate", "RateLimitConfig", @@ -94,9 +119,15 @@ __all__ = [ "Alert", "DeliveryResult", "AlertStats", + "SlackConfig", + "SlackMessageResult", # Channel Classes "LogChannel", "WebhookChannel", - # Main Class + "SlackChannel", + # Main Classes "AlertManager", + "SlackMessageFormatter", + # Factory Functions + "create_slack_channel", ] diff --git a/tradingagents/alerts/slack_channel.py b/tradingagents/alerts/slack_channel.py new file mode 100644 index 00000000..33464b0c --- /dev/null +++ b/tradingagents/alerts/slack_channel.py @@ -0,0 +1,679 @@ +"""Slack Channel for alert notifications. + +This module provides Slack integration for alerts including: +- Webhook-based message delivery +- Rich message formatting with blocks +- Priority-based styling +- Rate limiting and retry logic + +Issue #40: [ALERT-39] Slack channel - webhooks + +Design Principles: + - Non-blocking async delivery + - Rich Slack Block Kit formatting + - Configurable webhook endpoints + - Graceful error handling +""" + +from dataclasses import dataclass, field +from datetime import datetime +from enum import Enum +from typing import Any, Dict, List, Optional +import asyncio +import json +import logging +import urllib.request +import urllib.error + +from .alert_manager import ( + Alert, + AlertPriority, + AlertCategory, + ChannelType, +) + + +# ============================================================================ +# Logging Setup +# ============================================================================ + +logger = logging.getLogger(__name__) + + +# ============================================================================ +# Enums +# ============================================================================ + +class SlackMessageStyle(str, Enum): + """Slack message styling options.""" + SIMPLE = "simple" # Plain text message + BLOCKS = "blocks" # Rich Block Kit formatting + ATTACHMENT = "attachment" # Legacy attachment format + + +# ============================================================================ +# Data Classes +# ============================================================================ + +@dataclass +class SlackConfig: + """Configuration for Slack channel. + + Attributes: + webhook_url: Slack incoming webhook URL + channel: Override channel (optional) + username: Bot username (optional) + icon_emoji: Bot icon emoji (optional) + icon_url: Bot icon URL (optional) + style: Message formatting style + include_timestamp: Include timestamp in messages + include_source: Include alert source + mention_on_critical: Mention users for critical alerts + mention_users: Users to mention for critical alerts + retry_count: Number of retries on failure + retry_delay_seconds: Delay between retries + timeout_seconds: Request timeout + """ + webhook_url: str = "" + channel: Optional[str] = None + username: str = "TradingAgents Alert" + icon_emoji: str = ":chart_with_upwards_trend:" + icon_url: Optional[str] = None + style: SlackMessageStyle = SlackMessageStyle.BLOCKS + include_timestamp: bool = True + include_source: bool = True + mention_on_critical: bool = True + mention_users: List[str] = field(default_factory=list) + retry_count: int = 3 + retry_delay_seconds: float = 1.0 + timeout_seconds: int = 30 + + +@dataclass +class SlackMessageResult: + """Result of Slack message send. + + Attributes: + success: Whether message was sent + status_code: HTTP status code + response_body: Response body + error_message: Error message if failed + attempts: Number of attempts made + latency_ms: Total latency in milliseconds + """ + success: bool = False + status_code: int = 0 + response_body: str = "" + error_message: str = "" + attempts: int = 0 + latency_ms: float = 0.0 + + +# ============================================================================ +# Slack Message Formatter +# ============================================================================ + +class SlackMessageFormatter: + """Formats alerts for Slack messages.""" + + # Priority to color mapping + PRIORITY_COLORS = { + AlertPriority.LOW: "#36a64f", # Green + AlertPriority.MEDIUM: "#ffcc00", # Yellow + AlertPriority.HIGH: "#ff9900", # Orange + AlertPriority.CRITICAL: "#ff0000", # Red + } + + # Priority to emoji mapping + PRIORITY_EMOJIS = { + AlertPriority.LOW: ":information_source:", + AlertPriority.MEDIUM: ":warning:", + AlertPriority.HIGH: ":exclamation:", + AlertPriority.CRITICAL: ":rotating_light:", + } + + # Category to emoji mapping + CATEGORY_EMOJIS = { + AlertCategory.TRADE: ":chart_with_upwards_trend:", + AlertCategory.RISK: ":shield:", + AlertCategory.SYSTEM: ":gear:", + AlertCategory.MARKET: ":bar_chart:", + AlertCategory.PORTFOLIO: ":moneybag:", + AlertCategory.EXECUTION: ":zap:", + AlertCategory.COMPLIANCE: ":memo:", + } + + @classmethod + def format_simple(cls, alert: Alert, config: SlackConfig) -> Dict[str, Any]: + """Format alert as simple text message. + + Args: + alert: Alert to format + config: Slack configuration + + Returns: + Slack message payload + """ + emoji = cls.PRIORITY_EMOJIS.get(alert.priority, ":bell:") + category_emoji = cls.CATEGORY_EMOJIS.get(alert.category, ":bell:") + + text_parts = [ + f"{emoji} *{alert.title}*", + "", + alert.message, + ] + + if config.include_source and alert.source: + text_parts.append(f"_Source: {alert.source}_") + + if config.include_timestamp: + text_parts.append(f"_Time: {alert.timestamp.strftime('%Y-%m-%d %H:%M:%S')}_") + + # Add mention for critical alerts + if config.mention_on_critical and alert.priority == AlertPriority.CRITICAL: + mentions = " ".join(f"<@{user}>" for user in config.mention_users) + if mentions: + text_parts.insert(0, mentions) + + payload: Dict[str, Any] = { + "text": "\n".join(text_parts), + } + + if config.username: + payload["username"] = config.username + + if config.icon_emoji: + payload["icon_emoji"] = config.icon_emoji + elif config.icon_url: + payload["icon_url"] = config.icon_url + + if config.channel: + payload["channel"] = config.channel + + return payload + + @classmethod + def format_blocks(cls, alert: Alert, config: SlackConfig) -> Dict[str, Any]: + """Format alert with Slack Block Kit. + + Args: + alert: Alert to format + config: Slack configuration + + Returns: + Slack message payload with blocks + """ + emoji = cls.PRIORITY_EMOJIS.get(alert.priority, ":bell:") + color = cls.PRIORITY_COLORS.get(alert.priority, "#808080") + category_emoji = cls.CATEGORY_EMOJIS.get(alert.category, ":bell:") + + blocks = [] + + # Header section with critical mention + header_text = f"{emoji} *{alert.title}*" + if config.mention_on_critical and alert.priority == AlertPriority.CRITICAL: + mentions = " ".join(f"<@{user}>" for user in config.mention_users) + if mentions: + header_text = f"{mentions}\n{header_text}" + + blocks.append({ + "type": "section", + "text": { + "type": "mrkdwn", + "text": header_text, + }, + }) + + # Message body + blocks.append({ + "type": "section", + "text": { + "type": "mrkdwn", + "text": alert.message, + }, + }) + + # Context fields + context_elements = [] + + # Category badge + context_elements.append({ + "type": "mrkdwn", + "text": f"{category_emoji} *{alert.category.value.upper()}*", + }) + + # Priority badge + priority_text = { + AlertPriority.LOW: "LOW", + AlertPriority.MEDIUM: "MEDIUM", + AlertPriority.HIGH: "HIGH", + AlertPriority.CRITICAL: ":fire: CRITICAL :fire:", + }.get(alert.priority, "UNKNOWN") + + context_elements.append({ + "type": "mrkdwn", + "text": f"*Priority:* {priority_text}", + }) + + if config.include_source and alert.source: + context_elements.append({ + "type": "mrkdwn", + "text": f"*Source:* {alert.source}", + }) + + if config.include_timestamp: + context_elements.append({ + "type": "mrkdwn", + "text": f"*Time:* {alert.timestamp.strftime('%Y-%m-%d %H:%M:%S')}", + }) + + if context_elements: + blocks.append({ + "type": "context", + "elements": context_elements, + }) + + # Add divider + blocks.append({"type": "divider"}) + + # Add data fields if present + if alert.data: + fields_text = [] + for key, value in list(alert.data.items())[:10]: # Limit to 10 fields + fields_text.append(f"*{key}:* {value}") + + if fields_text: + blocks.append({ + "type": "section", + "text": { + "type": "mrkdwn", + "text": "\n".join(fields_text), + }, + }) + + payload: Dict[str, Any] = { + "blocks": blocks, + "text": f"{emoji} {alert.title}", # Fallback text + } + + # Add attachment for color + payload["attachments"] = [{ + "color": color, + "blocks": blocks, + }] + # Remove blocks from top level when using attachments + del payload["blocks"] + + if config.username: + payload["username"] = config.username + + if config.icon_emoji: + payload["icon_emoji"] = config.icon_emoji + elif config.icon_url: + payload["icon_url"] = config.icon_url + + if config.channel: + payload["channel"] = config.channel + + return payload + + @classmethod + def format_attachment(cls, alert: Alert, config: SlackConfig) -> Dict[str, Any]: + """Format alert with legacy attachment format. + + Args: + alert: Alert to format + config: Slack configuration + + Returns: + Slack message payload with attachments + """ + emoji = cls.PRIORITY_EMOJIS.get(alert.priority, ":bell:") + color = cls.PRIORITY_COLORS.get(alert.priority, "#808080") + + fields = [] + + fields.append({ + "title": "Category", + "value": alert.category.value.upper(), + "short": True, + }) + + fields.append({ + "title": "Priority", + "value": alert.priority.value.upper(), + "short": True, + }) + + if config.include_source and alert.source: + fields.append({ + "title": "Source", + "value": alert.source, + "short": True, + }) + + if alert.tags: + fields.append({ + "title": "Tags", + "value": ", ".join(alert.tags), + "short": True, + }) + + # Add data fields + for key, value in list(alert.data.items())[:6]: + fields.append({ + "title": key, + "value": str(value), + "short": True, + }) + + attachment = { + "color": color, + "pretext": f"{emoji} *{alert.title}*", + "text": alert.message, + "fields": fields, + "footer": "TradingAgents Alert System", + "ts": int(alert.timestamp.timestamp()), + } + + # Add mention for critical alerts + if config.mention_on_critical and alert.priority == AlertPriority.CRITICAL: + mentions = " ".join(f"<@{user}>" for user in config.mention_users) + if mentions: + attachment["pretext"] = f"{mentions}\n{attachment['pretext']}" + + payload: Dict[str, Any] = { + "attachments": [attachment], + "text": f"{emoji} {alert.title}", # Fallback text + } + + if config.username: + payload["username"] = config.username + + if config.icon_emoji: + payload["icon_emoji"] = config.icon_emoji + elif config.icon_url: + payload["icon_url"] = config.icon_url + + if config.channel: + payload["channel"] = config.channel + + return payload + + @classmethod + def format(cls, alert: Alert, config: SlackConfig) -> Dict[str, Any]: + """Format alert based on configured style. + + Args: + alert: Alert to format + config: Slack configuration + + Returns: + Slack message payload + """ + if config.style == SlackMessageStyle.SIMPLE: + return cls.format_simple(alert, config) + elif config.style == SlackMessageStyle.BLOCKS: + return cls.format_blocks(alert, config) + elif config.style == SlackMessageStyle.ATTACHMENT: + return cls.format_attachment(alert, config) + else: + return cls.format_simple(alert, config) + + +# ============================================================================ +# SlackChannel Class +# ============================================================================ + +class SlackChannel: + """Slack channel for alert delivery. + + Implements the AlertChannel protocol for integration + with AlertManager. + + Attributes: + config: Slack channel configuration + """ + + def __init__( + self, + webhook_url: Optional[str] = None, + config: Optional[SlackConfig] = None, + ): + """Initialize Slack channel. + + Args: + webhook_url: Slack webhook URL (overrides config) + config: Full configuration (optional) + """ + self.config = config or SlackConfig() + + if webhook_url: + self.config.webhook_url = webhook_url + + self._formatter = SlackMessageFormatter() + + @property + def channel_type(self) -> ChannelType: + """Get channel type.""" + return ChannelType.SLACK + + @property + def is_available(self) -> bool: + """Check if channel is available.""" + return bool(self.config.webhook_url) + + def validate_config(self) -> tuple[bool, str]: + """Validate configuration. + + Returns: + Tuple of (is_valid, error_message) + """ + if not self.config.webhook_url: + return False, "Webhook URL is required" + + if not self.config.webhook_url.startswith("https://hooks.slack.com/"): + return False, "Invalid Slack webhook URL format" + + return True, "" + + async def send(self, alert: Alert) -> bool: + """Send alert to Slack. + + Args: + alert: Alert to send + + Returns: + True if sent successfully + """ + result = await self.send_with_result(alert) + return result.success + + async def send_with_result(self, alert: Alert) -> SlackMessageResult: + """Send alert and return detailed result. + + Args: + alert: Alert to send + + Returns: + Detailed send result + """ + result = SlackMessageResult() + start_time = datetime.now() + + if not self.is_available: + result.error_message = "Slack channel not configured" + return result + + # Format message + payload = self._formatter.format(alert, self.config) + + # Send with retries + for attempt in range(self.config.retry_count): + result.attempts = attempt + 1 + + try: + send_result = await self._send_webhook(payload) + result.success = send_result.get("success", False) + result.status_code = send_result.get("status_code", 0) + result.response_body = send_result.get("body", "") + + if result.success: + break + + # Check if retryable + if result.status_code >= 500: + # Server error - retry + if attempt < self.config.retry_count - 1: + await asyncio.sleep(self.config.retry_delay_seconds) + continue + elif result.status_code == 429: + # Rate limited - wait and retry + retry_after = send_result.get("retry_after", 5) + await asyncio.sleep(retry_after) + continue + else: + # Client error - don't retry + result.error_message = f"HTTP {result.status_code}: {result.response_body}" + break + + except Exception as e: + result.error_message = str(e) + if attempt < self.config.retry_count - 1: + await asyncio.sleep(self.config.retry_delay_seconds) + + result.latency_ms = (datetime.now() - start_time).total_seconds() * 1000 + return result + + async def _send_webhook(self, payload: Dict[str, Any]) -> Dict[str, Any]: + """Send payload to webhook. + + Args: + payload: Message payload + + Returns: + Result dict with success, status_code, body + """ + # Run synchronous HTTP call in executor for async compatibility + loop = asyncio.get_event_loop() + return await loop.run_in_executor( + None, + self._send_webhook_sync, + payload, + ) + + def _send_webhook_sync(self, payload: Dict[str, Any]) -> Dict[str, Any]: + """Send payload to webhook synchronously. + + Args: + payload: Message payload + + Returns: + Result dict with success, status_code, body + """ + try: + data = json.dumps(payload).encode("utf-8") + + req = urllib.request.Request( + self.config.webhook_url, + data=data, + headers={ + "Content-Type": "application/json", + }, + ) + + with urllib.request.urlopen( + req, + timeout=self.config.timeout_seconds, + ) as response: + body = response.read().decode("utf-8") + return { + "success": response.status == 200, + "status_code": response.status, + "body": body, + } + + except urllib.error.HTTPError as e: + body = e.read().decode("utf-8") if e.fp else "" + retry_after = e.headers.get("Retry-After", 5) if e.headers else 5 + return { + "success": False, + "status_code": e.code, + "body": body, + "retry_after": int(retry_after), + } + + except urllib.error.URLError as e: + return { + "success": False, + "status_code": 0, + "body": str(e.reason), + } + + except Exception as e: + return { + "success": False, + "status_code": 0, + "body": str(e), + } + + def send_sync(self, alert: Alert) -> SlackMessageResult: + """Send alert synchronously. + + Args: + alert: Alert to send + + Returns: + Send result + """ + return asyncio.run(self.send_with_result(alert)) + + def test_webhook(self) -> SlackMessageResult: + """Send test message to verify webhook. + + Returns: + Send result + """ + test_alert = Alert( + title="Test Alert", + message="This is a test message from TradingAgents Alert System.", + priority=AlertPriority.LOW, + category=AlertCategory.SYSTEM, + source="slack_channel_test", + data={"test": True}, + ) + + return self.send_sync(test_alert) + + +# ============================================================================ +# Factory Functions +# ============================================================================ + +def create_slack_channel( + webhook_url: str, + channel: Optional[str] = None, + username: str = "TradingAgents Alert", + style: SlackMessageStyle = SlackMessageStyle.BLOCKS, + mention_users: Optional[List[str]] = None, +) -> SlackChannel: + """Create a configured Slack channel. + + Args: + webhook_url: Slack webhook URL + channel: Override channel name + username: Bot username + style: Message formatting style + mention_users: Users to mention for critical alerts + + Returns: + Configured SlackChannel + """ + config = SlackConfig( + webhook_url=webhook_url, + channel=channel, + username=username, + style=style, + mention_users=mention_users or [], + ) + return SlackChannel(config=config)