Commit Graph

2 Commits

Author SHA1 Message Date
ahmet guzererler 4c14080d73
feat(scanner): Finviz smart money scanner + Golden Overlap strategy
## Summary
- Adds `smart_money_scanner` as a new Phase 1b node that runs sequentially after `sector_scanner`, surfacing institutional footprints via Finviz screeners
- Introduces the **Golden Overlap** strategy in `macro_synthesis`: stocks confirmed by both top-down macro themes and bottom-up Finviz signals are labelled high-conviction
- Fixes model-name badge overflow in AgentGraph (long model IDs like OpenRouter paths were visually spilling into adjacent nodes)
- Completes all documentation: ADR-014, dataflow, architecture, components, glossary, current-state

## Key Decisions (see ADR-014)
- 3 zero-parameter tools (`get_insider_buying_stocks`, `get_unusual_volume_stocks`, `get_breakout_accumulation_stocks`) instead of 1 parameterised tool — prevents LLM hallucinations on string args
- Sequential after `sector_scanner` (not parallel fan-out) — gives access to `sector_performance_report` context and avoids `MAX_TOOL_ROUNDS=5` truncation in market_movers_scanner
- Graceful fallback: `_run_finviz_screen()` catches all exceptions and returns an error string — pipeline never hard-fails on web-scraper failure
- `breakout_accumulation` (52-wk high + 2x vol = O'Neil CAN SLIM institutional signal) replaces `oversold_bounces` (RSI<30 = retail contrarian, not smart money)

## Test Plan
- [x] 6 new mocked tests in `tests/unit/test_scanner_mocked.py` (happy path, empty DF, exception, sort order)
- [x] Fixed `tests/unit/test_scanner_graph.py` — added `smart_money_scanner` mock to compilation test
- [x] 2 pre-existing test failures excluded (verified baseline before changes)
- [x] AgentGraph badge: visually verified truncation with long OpenRouter model identifiers

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2026-03-24 16:03:17 +01:00
Ahmet Guzererler 8c9183cf10 Add integration and unit tests for scanner routing, TTM analysis, vendor fail-fast, and yfinance data layer
- Implement integration tests for scanner vendor routing, ensuring correct routing to Alpha Vantage and fallback to yfinance.
- Create comprehensive unit tests for TTM analysis, covering metrics computation and report formatting.
- Introduce fail-fast vendor routing tests to verify immediate failure for methods not in FALLBACK_ALLOWED.
- Develop extensive integration tests for the yfinance data layer, mocking external calls to validate functionality across various financial data retrieval methods.
2026-03-19 13:51:57 +01:00