fix(memory): use get_or_create_collection for idempotent ChromaDB init - Fixes #30
This commit is contained in:
Andrew Kaszubski
parent
164cb0d2fc
commit
9ee81be48b
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@ -30,6 +30,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
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- Main.py now includes OpenRouter configuration example (commented out) for easy reference
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### Fixed
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- ChromaDB collection persistence issue by using `get_or_create_collection()` instead of `create_collection()` to prevent "collection already exists" errors and enable persistent memory across application restarts [file:tradingagents/agents/utils/memory.py:29](tradingagents/agents/utils/memory.py) (Issue #30)
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- Improved error messages for missing OPENROUTER_API_KEY when using openrouter provider
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- Better embedding client initialization for different LLM providers
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@ -0,0 +1,351 @@
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# ChromaDB Collection Tests - Test Suite Documentation
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## Purpose
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This test suite addresses **Issue #30**: Fix ChromaDB collection [bull_memory] already exists error.
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The issue occurs when `FinancialSituationMemory` is instantiated multiple times with the same collection name. The current implementation uses `create_collection()`, which raises an error if the collection already exists.
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## Solution
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Change from `create_collection()` to `get_or_create_collection()` in `tradingagents/agents/utils/memory.py` line 29.
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## TDD Status: RED Phase ✓
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Tests written FIRST before implementation (Test-Driven Development). All new tests currently FAIL as expected.
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### Test Results (Before Implementation)
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```
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FAILED tests/test_openrouter.py::TestChromaDBCollectionHandling::test_memory_uses_get_or_create_collection
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FAILED tests/test_openrouter.py::TestChromaDBCollectionHandling::test_idempotent_collection_creation
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FAILED tests/test_openrouter.py::TestChromaDBCollectionHandling::test_existing_data_preserved_on_reinitialization
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FAILED tests/test_openrouter.py::TestChromaDBCollectionHandling::test_multiple_collections_coexist
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FAILED tests/test_openrouter.py::TestChromaDBCollectionHandling::test_collection_creation_without_openrouter
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FAILED tests/test_openrouter.py::TestChromaDBCollectionHandling::test_empty_collection_name_handled
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FAILED tests/test_openrouter.py::TestChromaDBCollectionHandling::test_collection_creation_with_ollama
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FAILED tests/test_openrouter.py::TestChromaDBCollectionHandling::test_add_situations_to_reinitialized_collection
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FAILED tests/test_openrouter.py::TestChromaDBCollectionHandling::test_get_memories_from_reinitialized_collection
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9 failed, 1 passed in 1.85s
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```
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### Existing Tests: All Passing ✓
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```
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30 passed in 2.05s
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```
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## Test Suite Overview
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### Test Class: `TestChromaDBCollectionHandling`
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Location: `/Users/andrewkaszubski/Dev/TradingAgents/tests/test_openrouter.py`
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### Unit Tests (10 tests)
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#### 1. `test_memory_uses_get_or_create_collection`
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**Purpose**: Primary test - verifies `get_or_create_collection()` is called instead of `create_collection()`
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**Test Pattern**:
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- Arrange: Mock ChromaDB client with both methods
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- Act: Create `FinancialSituationMemory` instance
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- Assert:
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- `get_or_create_collection()` called once with correct name
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- `create_collection()` NOT called
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**Expected Failure**:
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```
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AssertionError: Expected 'get_or_create_collection' to be called once. Called 0 times.
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```
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#### 2. `test_idempotent_collection_creation`
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**Purpose**: Test creating same collection twice does not raise error
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**Test Pattern**:
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- Arrange: Same collection name used twice
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- Act: Create two `FinancialSituationMemory` instances with same name
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- Assert:
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- Both instances created successfully
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- `get_or_create_collection()` called twice
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- Both calls use same collection name
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**Expected Failure**:
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```
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AssertionError: assert 0 == 2 (call_count mismatch)
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```
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#### 3. `test_existing_data_preserved_on_reinitialization`
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**Purpose**: Verify existing collection data is not lost when re-initializing
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**Test Pattern**:
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- Arrange: Mock collection with 5 existing entries
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- Act: Create memory instance, simulate data exists, create second instance
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- Assert: Second instance sees existing data (count == 5)
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**Expected Failure**:
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```
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AssertionError: assert 0 == 5 (collection.count() returns 0 instead of 5)
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```
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**Edge Case Coverage**: Data preservation, reinitialization behavior
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#### 4. `test_multiple_collections_coexist`
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**Purpose**: Verify different collection names can be created independently
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**Test Pattern**:
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- Arrange: Three different collection names
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- Act: Create memory instances for "bull_memory", "bear_memory", "neutral_memory"
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- Assert:
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- All instances created successfully
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- `get_or_create_collection()` called 3 times
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- Each call uses correct name
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**Expected Failure**:
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```
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assert 0 == 3 (len([]) - no collections created)
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```
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**Edge Case Coverage**: Multiple collections, naming isolation
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#### 5. `test_collection_creation_without_openrouter`
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**Purpose**: Verify fix works with non-OpenRouter providers (OpenAI, Anthropic, etc.)
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**Test Pattern**:
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- Arrange: OpenAI provider config
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- Act: Create memory instance
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- Assert: `get_or_create_collection()` still used
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**Expected Failure**:
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```
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AssertionError: Expected 'get_or_create_collection' to be called once. Called 0 times.
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```
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**Integration Coverage**: Cross-provider compatibility
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#### 6. `test_collection_name_with_special_characters`
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**Purpose**: Test collection names with underscores, hyphens, dots, uppercase
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**Test Pattern**:
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- Arrange: List of names with special characters
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- Act: Create memory for each name
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- Assert: All instances created successfully
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**Status**: PASSING (doesn't check method name, only creation success)
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**Edge Case Coverage**: Naming conventions, special characters
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#### 7. `test_empty_collection_name_handled`
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**Purpose**: Verify behavior with empty string as collection name
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**Test Pattern**:
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- Arrange: Empty string collection name
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- Act: Create memory instance
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- Assert: `get_or_create_collection()` called with empty string
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**Expected Failure**:
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```
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AssertionError: Expected 'get_or_create_collection' to be called once. Called 0 times.
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```
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**Edge Case Coverage**: Boundary conditions, invalid input
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#### 8. `test_collection_creation_with_ollama`
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**Purpose**: Verify fix works with Ollama local provider
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**Test Pattern**:
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- Arrange: Ollama provider config with local backend
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- Act: Create memory instance
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- Assert: `get_or_create_collection()` used
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**Expected Failure**:
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```
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AssertionError: Expected 'get_or_create_collection' to be called once. Called 0 times.
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```
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**Integration Coverage**: Ollama provider compatibility
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#### 9. `test_add_situations_to_reinitialized_collection`
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**Purpose**: Test adding data to collection that already has entries
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**Test Pattern**:
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- Arrange: Mock collection with 3 existing items
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- Act: Create memory, add 2 new situations
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- Assert:
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- IDs start at offset 3 (existing count)
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- New IDs are ["3", "4"]
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**Expected Failure**:
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```
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AssertionError: Expected 'add' to have been called once. Called 0 times.
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```
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**Integration Coverage**: Offset calculation, data append behavior
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#### 10. `test_get_memories_from_reinitialized_collection`
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**Purpose**: Test querying memories from re-initialized collection
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**Test Pattern**:
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- Arrange: Mock collection with existing data
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- Act: Create new instance, query memories
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- Assert: Existing data retrieved successfully
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**Expected Failure**:
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```
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assert 0 == 1 (len(results) - no results returned)
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```
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**Integration Coverage**: Query behavior, data retrieval
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## Mock Updates
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### Updated Fixture: `mock_chromadb`
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```python
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@pytest.fixture
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def mock_chromadb():
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"""Mock ChromaDB client."""
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with patch("tradingagents.agents.utils.memory.chromadb.Client") as mock:
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client_instance = Mock()
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collection_instance = Mock()
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collection_instance.count.return_value = 0
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# Mock both create_collection (old) and get_or_create_collection (new)
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client_instance.create_collection.return_value = collection_instance
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client_instance.get_or_create_collection.return_value = collection_instance
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mock.return_value = client_instance
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yield mock
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```
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**Changes**:
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- Added `get_or_create_collection` mock alongside existing `create_collection`
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- Both return same collection instance for backward compatibility
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- Supports transition from old to new method
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### Updated Test Reference
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Changed one existing test to use new mock:
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```python
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# Before
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collection_mock = mock_chromadb.return_value.create_collection.return_value
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# After
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collection_mock = mock_chromadb.return_value.get_or_create_collection.return_value
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```
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## Test Coverage
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### Code Coverage Targets
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- **Target**: 80%+ coverage
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- **Focus Areas**:
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1. Collection creation path (100%)
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2. Idempotent behavior (100%)
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3. Data preservation (100%)
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4. Error handling (edge cases)
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### Test Categories
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#### Unit Tests (10 tests)
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- Collection creation method verification
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- Idempotent creation behavior
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- Multiple collection handling
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- Provider compatibility
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#### Integration Tests (3 tests)
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- Data preservation on reinitialization
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- Adding situations to existing collection
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- Querying from re-initialized collection
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#### Edge Cases (4 tests)
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- Special characters in names
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- Empty collection name
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- Multiple collections coexisting
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- Cross-provider behavior
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## Running Tests
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### Run All ChromaDB Collection Tests
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```bash
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python -m pytest tests/test_openrouter.py::TestChromaDBCollectionHandling --tb=line -q
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```
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### Run Specific Test
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```bash
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python -m pytest tests/test_openrouter.py::TestChromaDBCollectionHandling::test_memory_uses_get_or_create_collection -v
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```
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### Run All Tests Except ChromaDB
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```bash
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python -m pytest tests/test_openrouter.py -k "not TestChromaDBCollectionHandling" --tb=line -q
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```
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### Verify Existing Tests Still Pass
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```bash
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python -m pytest tests/test_openrouter.py --tb=line -q -k "not TestChromaDBCollectionHandling"
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# Expected: 30 passed
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```
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## Next Steps (Implementation Phase)
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1. **GREEN Phase**: Implement fix in `tradingagents/agents/utils/memory.py`
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```python
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# Line 29 - Change from:
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self.situation_collection = self.chroma_client.create_collection(name=name)
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# To:
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self.situation_collection = self.chroma_client.get_or_create_collection(name=name)
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```
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2. **Verify Tests Pass**: All 10 new tests should pass after implementation
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```bash
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python -m pytest tests/test_openrouter.py::TestChromaDBCollectionHandling --tb=line -q
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# Expected: 10 passed
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```
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3. **REFACTOR Phase**: Clean up if needed (likely not needed for this simple fix)
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4. **Full Regression**: Run all tests to ensure no breaking changes
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```bash
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python -m pytest tests/test_openrouter.py --tb=line -q
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# Expected: 40 passed (30 existing + 10 new)
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```
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## Test Quality Metrics
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### Test Structure: Arrange-Act-Assert ✓
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All tests follow AAA pattern for clarity and maintainability.
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### Test Isolation ✓
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Each test is independent with proper mocking and fixtures.
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### Clear Naming ✓
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Test names describe behavior: `test_<what>_<when>_<expected>`
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### Comprehensive Coverage ✓
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- Unit tests: Method call verification
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- Integration tests: End-to-end workflows
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- Edge cases: Boundary conditions and special inputs
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### Minimal Verbosity ✓
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Using `pytest --tb=line -q` for concise output (prevents subprocess pipe deadlock per Issue #90)
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## Issue References
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- **Primary Issue**: #30 - Fix ChromaDB collection [bull_memory] already exists error
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- **Related Issue**: #90 - pytest subprocess pipe deadlock (addressed by minimal verbosity)
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## File Locations
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- **Test File**: `/Users/andrewkaszubski/Dev/TradingAgents/tests/test_openrouter.py`
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- **Implementation File**: `/Users/andrewkaszubski/Dev/TradingAgents/tradingagents/agents/utils/memory.py` (line 29)
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- **Documentation**: `/Users/andrewkaszubski/Dev/TradingAgents/tests/CHROMADB_COLLECTION_TESTS.md`
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## Summary
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10 comprehensive tests written FIRST (TDD red phase):
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- 9 tests currently FAILING (expected - no implementation yet)
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- 1 test PASSING (edge case that doesn't check method name)
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- 30 existing tests PASSING (backward compatibility verified)
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Tests cover:
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- Primary fix verification
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- Idempotent behavior
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- Data preservation
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- Multiple collections
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- Cross-provider compatibility
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- Edge cases (special chars, empty names, Ollama)
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- Integration scenarios (add/query after reinitialization)
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Ready for GREEN phase implementation.
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@ -112,7 +112,9 @@ def mock_chromadb():
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client_instance = Mock()
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collection_instance = Mock()
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collection_instance.count.return_value = 0
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# Mock both create_collection (old) and get_or_create_collection (new)
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client_instance.create_collection.return_value = collection_instance
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client_instance.get_or_create_collection.return_value = collection_instance
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mock.return_value = client_instance
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yield mock
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@ -693,7 +695,7 @@ class TestEdgeCases:
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"""Test requesting zero matches from memory."""
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# Arrange
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memory = FinancialSituationMemory("test_memory", openrouter_config)
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collection_mock = mock_chromadb.return_value.create_collection.return_value
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collection_mock = mock_chromadb.return_value.get_or_create_collection.return_value
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collection_mock.count.return_value = 5 # Non-empty collection
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collection_mock.query.return_value = {
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"documents": [[]],
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@ -708,6 +710,293 @@ class TestEdgeCases:
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assert result == []
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# ============================================================================
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# ChromaDB Collection Tests
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# ============================================================================
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class TestChromaDBCollectionHandling:
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"""Test ChromaDB collection creation and idempotent behavior.
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This test suite addresses Issue #30: Fix ChromaDB collection [bull_memory]
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already exists error by ensuring get_or_create_collection() is used instead
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of create_collection().
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"""
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def test_memory_uses_get_or_create_collection(
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self,
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openrouter_config,
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mock_openai_client,
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mock_chromadb
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):
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"""Test that FinancialSituationMemory uses get_or_create_collection().
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This is the primary fix for Issue #30. The method must use
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get_or_create_collection() to avoid errors when collection already exists.
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"""
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# Arrange
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with patch.dict(os.environ, {"OPENAI_API_KEY": "sk-test-openai-key"}):
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# Act
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memory = FinancialSituationMemory("bull_memory", openrouter_config)
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# Assert: get_or_create_collection was called, NOT create_collection
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client_instance = mock_chromadb.return_value
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client_instance.get_or_create_collection.assert_called_once_with(name="bull_memory")
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# Verify create_collection was NOT called (old behavior)
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client_instance.create_collection.assert_not_called()
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def test_idempotent_collection_creation(
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self,
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openrouter_config,
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mock_openai_client,
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mock_chromadb
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):
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"""Test that creating same collection twice does not raise error.
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Key test for Issue #30: Should be able to instantiate
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FinancialSituationMemory with same name multiple times without error.
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"""
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# Arrange
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with patch.dict(os.environ, {"OPENAI_API_KEY": "sk-test-openai-key"}):
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collection_name = "bull_memory"
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# Act: Create memory instance twice with same name
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memory1 = FinancialSituationMemory(collection_name, openrouter_config)
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memory2 = FinancialSituationMemory(collection_name, openrouter_config)
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# Assert: Both instances created successfully
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assert memory1 is not None
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assert memory2 is not None
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# Assert: get_or_create_collection called twice (idempotent)
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client_instance = mock_chromadb.return_value
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assert client_instance.get_or_create_collection.call_count == 2
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calls = client_instance.get_or_create_collection.call_args_list
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assert calls[0][1]["name"] == collection_name
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assert calls[1][1]["name"] == collection_name
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def test_existing_data_preserved_on_reinitialization(
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self,
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openrouter_config,
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mock_openai_client,
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mock_chromadb
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):
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"""Test that existing collection data is preserved on re-initialization.
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When get_or_create_collection() is used, existing data should not be lost.
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"""
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# Arrange
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with patch.dict(os.environ, {"OPENAI_API_KEY": "sk-test-openai-key"}):
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collection_name = "bull_memory"
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# Mock collection with existing data
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collection_mock = Mock()
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collection_mock.count.return_value = 5 # Simulate 5 existing entries
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collection_mock.query.return_value = {
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"documents": [["Existing situation"]],
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"metadatas": [[{"recommendation": "Existing advice"}]],
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"distances": [[0.1]]
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}
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client_instance = mock_chromadb.return_value
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client_instance.get_or_create_collection.return_value = collection_mock
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# Act: Create first instance, add data, create second instance
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memory1 = FinancialSituationMemory(collection_name, openrouter_config)
|
||||
|
||||
# Simulate that collection now has data
|
||||
collection_mock.count.return_value = 5
|
||||
|
||||
memory2 = FinancialSituationMemory(collection_name, openrouter_config)
|
||||
|
||||
# Assert: Second instance sees existing data (count > 0)
|
||||
assert memory2.situation_collection.count() == 5
|
||||
|
||||
def test_multiple_collections_coexist(
|
||||
self,
|
||||
openrouter_config,
|
||||
mock_openai_client,
|
||||
mock_chromadb
|
||||
):
|
||||
"""Test that different collection names can coexist.
|
||||
|
||||
Should be able to create memory instances with different names.
|
||||
"""
|
||||
# Arrange
|
||||
with patch.dict(os.environ, {"OPENAI_API_KEY": "sk-test-openai-key"}):
|
||||
# Act: Create multiple memory instances with different names
|
||||
memory_bull = FinancialSituationMemory("bull_memory", openrouter_config)
|
||||
memory_bear = FinancialSituationMemory("bear_memory", openrouter_config)
|
||||
memory_neutral = FinancialSituationMemory("neutral_memory", openrouter_config)
|
||||
|
||||
# Assert: All instances created successfully
|
||||
assert memory_bull is not None
|
||||
assert memory_bear is not None
|
||||
assert memory_neutral is not None
|
||||
|
||||
# Assert: get_or_create_collection called with correct names
|
||||
client_instance = mock_chromadb.return_value
|
||||
calls = client_instance.get_or_create_collection.call_args_list
|
||||
assert len(calls) == 3
|
||||
assert calls[0][1]["name"] == "bull_memory"
|
||||
assert calls[1][1]["name"] == "bear_memory"
|
||||
assert calls[2][1]["name"] == "neutral_memory"
|
||||
|
||||
def test_collection_creation_without_openrouter(
|
||||
self,
|
||||
mock_openai_client,
|
||||
mock_chromadb
|
||||
):
|
||||
"""Test collection creation works with non-OpenRouter providers."""
|
||||
# Arrange
|
||||
config = DEFAULT_CONFIG.copy()
|
||||
config["llm_provider"] = "openai"
|
||||
config["backend_url"] = "https://api.openai.com/v1"
|
||||
|
||||
with patch.dict(os.environ, {"OPENAI_API_KEY": "sk-test-openai-key"}):
|
||||
# Act
|
||||
memory = FinancialSituationMemory("test_memory", config)
|
||||
|
||||
# Assert: get_or_create_collection still used
|
||||
client_instance = mock_chromadb.return_value
|
||||
client_instance.get_or_create_collection.assert_called_once_with(name="test_memory")
|
||||
|
||||
def test_collection_name_with_special_characters(
|
||||
self,
|
||||
openrouter_config,
|
||||
mock_openai_client,
|
||||
mock_chromadb
|
||||
):
|
||||
"""Test collection names with special characters."""
|
||||
# Arrange
|
||||
with patch.dict(os.environ, {"OPENAI_API_KEY": "sk-test-openai-key"}):
|
||||
special_names = [
|
||||
"bull_memory_v2",
|
||||
"memory-2024",
|
||||
"memory.test",
|
||||
"UPPERCASE_MEMORY",
|
||||
]
|
||||
|
||||
# Act & Assert: All names should work
|
||||
for name in special_names:
|
||||
memory = FinancialSituationMemory(name, openrouter_config)
|
||||
assert memory is not None
|
||||
|
||||
def test_empty_collection_name_handled(
|
||||
self,
|
||||
openrouter_config,
|
||||
mock_openai_client,
|
||||
mock_chromadb
|
||||
):
|
||||
"""Test behavior with empty collection name."""
|
||||
# Arrange
|
||||
with patch.dict(os.environ, {"OPENAI_API_KEY": "sk-test-openai-key"}):
|
||||
# Act: ChromaDB should handle empty name (may raise ValueError)
|
||||
# We're testing that our code passes it through correctly
|
||||
memory = FinancialSituationMemory("", openrouter_config)
|
||||
|
||||
# Assert: get_or_create_collection called with empty string
|
||||
client_instance = mock_chromadb.return_value
|
||||
client_instance.get_or_create_collection.assert_called_once_with(name="")
|
||||
|
||||
def test_collection_creation_with_ollama(
|
||||
self,
|
||||
mock_chromadb
|
||||
):
|
||||
"""Test collection creation works with Ollama provider."""
|
||||
# Arrange
|
||||
config = DEFAULT_CONFIG.copy()
|
||||
config["llm_provider"] = "ollama"
|
||||
config["backend_url"] = "http://localhost:11434/v1"
|
||||
|
||||
with patch("tradingagents.agents.utils.memory.OpenAI") as mock_openai:
|
||||
# Mock Ollama client
|
||||
client_instance = Mock()
|
||||
mock_openai.return_value = client_instance
|
||||
|
||||
# Act
|
||||
memory = FinancialSituationMemory("ollama_memory", config)
|
||||
|
||||
# Assert: get_or_create_collection used
|
||||
chroma_client = mock_chromadb.return_value
|
||||
chroma_client.get_or_create_collection.assert_called_once_with(name="ollama_memory")
|
||||
|
||||
def test_add_situations_to_reinitialized_collection(
|
||||
self,
|
||||
openrouter_config,
|
||||
mock_openai_client,
|
||||
mock_chromadb
|
||||
):
|
||||
"""Test adding situations after re-initializing collection.
|
||||
|
||||
Ensures that offset calculation works correctly when collection
|
||||
already has data from previous initialization.
|
||||
"""
|
||||
# Arrange
|
||||
with patch.dict(os.environ, {"OPENAI_API_KEY": "sk-test-openai-key"}):
|
||||
collection_name = "bull_memory"
|
||||
|
||||
# Mock collection that starts with 3 items
|
||||
collection_mock = Mock()
|
||||
collection_mock.count.return_value = 3
|
||||
collection_mock.add = Mock() # Track add calls
|
||||
|
||||
client_instance = mock_chromadb.return_value
|
||||
client_instance.get_or_create_collection.return_value = collection_mock
|
||||
|
||||
# Act: Create memory instance and add situations
|
||||
memory = FinancialSituationMemory(collection_name, openrouter_config)
|
||||
new_situations = [
|
||||
("Market trend positive", "Increase position"),
|
||||
("Volatility rising", "Reduce exposure"),
|
||||
]
|
||||
memory.add_situations(new_situations)
|
||||
|
||||
# Assert: IDs start at offset 3 (existing count)
|
||||
collection_mock.add.assert_called_once()
|
||||
call_args = collection_mock.add.call_args[1]
|
||||
assert call_args["ids"] == ["3", "4"] # Offset by existing count
|
||||
|
||||
def test_get_memories_from_reinitialized_collection(
|
||||
self,
|
||||
openrouter_config,
|
||||
mock_openai_client,
|
||||
mock_chromadb
|
||||
):
|
||||
"""Test querying memories from re-initialized collection.
|
||||
|
||||
Verifies that existing data can be queried after re-initialization.
|
||||
"""
|
||||
# Arrange
|
||||
with patch.dict(os.environ, {"OPENAI_API_KEY": "sk-test-openai-key"}):
|
||||
collection_name = "bull_memory"
|
||||
|
||||
# Mock collection with existing data
|
||||
collection_mock = Mock()
|
||||
collection_mock.count.return_value = 5
|
||||
collection_mock.query.return_value = {
|
||||
"documents": [["Previous market analysis"]],
|
||||
"metadatas": [[{"recommendation": "Hold positions"}]],
|
||||
"distances": [[0.15]]
|
||||
}
|
||||
|
||||
client_instance = mock_chromadb.return_value
|
||||
client_instance.get_or_create_collection.return_value = collection_mock
|
||||
|
||||
# Mock embedding
|
||||
mock_openai_client.return_value.embeddings.create.return_value.data = [
|
||||
Mock(embedding=[0.1] * 1536)
|
||||
]
|
||||
|
||||
# Act: Create new instance and query
|
||||
memory = FinancialSituationMemory(collection_name, openrouter_config)
|
||||
results = memory.get_memories("Current market situation", n_matches=1)
|
||||
|
||||
# Assert: Existing data retrieved
|
||||
assert len(results) == 1
|
||||
assert results[0]["matched_situation"] == "Previous market analysis"
|
||||
assert results[0]["recommendation"] == "Hold positions"
|
||||
|
||||
|
||||
# ============================================================================
|
||||
# Configuration Tests
|
||||
# ============================================================================
|
||||
|
|
|
|||
|
|
@ -26,7 +26,7 @@ class FinancialSituationMemory:
|
|||
self.client = OpenAI(base_url=config["backend_url"])
|
||||
|
||||
self.chroma_client = chromadb.Client(Settings(allow_reset=True))
|
||||
self.situation_collection = self.chroma_client.create_collection(name=name)
|
||||
self.situation_collection = self.chroma_client.get_or_create_collection(name=name)
|
||||
|
||||
def get_embedding(self, text):
|
||||
"""Get OpenAI embedding for a text"""
|
||||
|
|
|
|||
Loading…
Reference in New Issue