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5 Commits

Author SHA1 Message Date
newwan 9350e4544f
Merge f37c751a3c into fa4d01c23a 2026-04-14 20:51:28 -05:00
Yijia-Xiao fa4d01c23a
fix: process all chunk messages for tool call logging, harden memory score normalization (#534, #531) 2026-04-13 07:21:33 +00:00
Yijia-Xiao b0f6058299
feat: add DeepSeek, Qwen, GLM, and Azure OpenAI provider support 2026-04-13 07:12:07 +00:00
Yijia-Xiao 59d6b2152d
fix: use ~/.tradingagents/ for cache and logs, resolving Docker permission issue (#519) 2026-04-13 05:26:04 +00:00
Trading Agents Dev f37c751a3c feat: add testing infrastructure and utility modules
- Add dev dependencies (pytest, ruff, mypy) to pyproject.toml
- Configure pytest with test markers (unit, integration, slow)
- Configure ruff linting rules
- Configure mypy strict mode
- Add tests directory with initial test structure
- Add config_validation module for configuration validation
- Add logging_config module for structured logging
- Add types module with TypedDict definitions
2026-03-07 06:28:58 +00:00
33 changed files with 1941 additions and 95 deletions

5
.env.enterprise.example Normal file
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@ -0,0 +1,5 @@
# Azure OpenAI
AZURE_OPENAI_API_KEY=
AZURE_OPENAI_ENDPOINT=https://your-resource-name.openai.azure.com/
AZURE_OPENAI_DEPLOYMENT_NAME=
# OPENAI_API_VERSION=2024-10-21 # optional, required for non-v1 API

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@ -3,4 +3,7 @@ OPENAI_API_KEY=
GOOGLE_API_KEY=
ANTHROPIC_API_KEY=
XAI_API_KEY=
DEEPSEEK_API_KEY=
DASHSCOPE_API_KEY=
ZHIPU_API_KEY=
OPENROUTER_API_KEY=

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@ -140,10 +140,15 @@ export OPENAI_API_KEY=... # OpenAI (GPT)
export GOOGLE_API_KEY=... # Google (Gemini)
export ANTHROPIC_API_KEY=... # Anthropic (Claude)
export XAI_API_KEY=... # xAI (Grok)
export DEEPSEEK_API_KEY=... # DeepSeek
export DASHSCOPE_API_KEY=... # Qwen (Alibaba DashScope)
export ZHIPU_API_KEY=... # GLM (Zhipu)
export OPENROUTER_API_KEY=... # OpenRouter
export ALPHA_VANTAGE_API_KEY=... # Alpha Vantage
```
For enterprise providers (e.g. Azure OpenAI, AWS Bedrock), copy `.env.enterprise.example` to `.env.enterprise` and fill in your credentials.
For local models, configure Ollama with `llm_provider: "ollama"` in your config.
Alternatively, copy `.env.example` to `.env` and fill in your keys:

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@ -6,8 +6,9 @@ from functools import wraps
from rich.console import Console
from dotenv import load_dotenv
# Load environment variables from .env file
# Load environment variables
load_dotenv()
load_dotenv(".env.enterprise", override=False)
from rich.panel import Panel
from rich.spinner import Spinner
from rich.live import Live
@ -79,7 +80,7 @@ class MessageBuffer:
self.current_agent = None
self.report_sections = {}
self.selected_analysts = []
self._last_message_id = None
self._processed_message_ids = set()
def init_for_analysis(self, selected_analysts):
"""Initialize agent status and report sections based on selected analysts.
@ -114,7 +115,7 @@ class MessageBuffer:
self.current_agent = None
self.messages.clear()
self.tool_calls.clear()
self._last_message_id = None
self._processed_message_ids.clear()
def get_completed_reports_count(self):
"""Count reports that are finalized (their finalizing agent is completed).
@ -1052,28 +1053,24 @@ def run_analysis():
# Stream the analysis
trace = []
for chunk in graph.graph.stream(init_agent_state, **args):
# Process messages if present (skip duplicates via message ID)
if len(chunk["messages"]) > 0:
last_message = chunk["messages"][-1]
msg_id = getattr(last_message, "id", None)
# Process all messages in chunk, deduplicating by message ID
for message in chunk.get("messages", []):
msg_id = getattr(message, "id", None)
if msg_id is not None:
if msg_id in message_buffer._processed_message_ids:
continue
message_buffer._processed_message_ids.add(msg_id)
if msg_id != message_buffer._last_message_id:
message_buffer._last_message_id = msg_id
msg_type, content = classify_message_type(message)
if content and content.strip():
message_buffer.add_message(msg_type, content)
# Add message to buffer
msg_type, content = classify_message_type(last_message)
if content and content.strip():
message_buffer.add_message(msg_type, content)
# Handle tool calls
if hasattr(last_message, "tool_calls") and last_message.tool_calls:
for tool_call in last_message.tool_calls:
if isinstance(tool_call, dict):
message_buffer.add_tool_call(
tool_call["name"], tool_call["args"]
)
else:
message_buffer.add_tool_call(tool_call.name, tool_call.args)
if hasattr(message, "tool_calls") and message.tool_calls:
for tool_call in message.tool_calls:
if isinstance(tool_call, dict):
message_buffer.add_tool_call(tool_call["name"], tool_call["args"])
else:
message_buffer.add_tool_call(tool_call.name, tool_call.args)
# Update analyst statuses based on report state (runs on every chunk)
update_analyst_statuses(message_buffer, chunk)

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@ -174,17 +174,30 @@ def select_openrouter_model() -> str:
return choice
def select_shallow_thinking_agent(provider) -> str:
"""Select shallow thinking llm engine using an interactive selection."""
def _prompt_custom_model_id() -> str:
"""Prompt user to type a custom model ID."""
return questionary.text(
"Enter model ID:",
validate=lambda x: len(x.strip()) > 0 or "Please enter a model ID.",
).ask().strip()
def _select_model(provider: str, mode: str) -> str:
"""Select a model for the given provider and mode (quick/deep)."""
if provider.lower() == "openrouter":
return select_openrouter_model()
if provider.lower() == "azure":
return questionary.text(
f"Enter Azure deployment name ({mode}-thinking):",
validate=lambda x: len(x.strip()) > 0 or "Please enter a deployment name.",
).ask().strip()
choice = questionary.select(
"Select Your [Quick-Thinking LLM Engine]:",
f"Select Your [{mode.title()}-Thinking LLM Engine]:",
choices=[
questionary.Choice(display, value=value)
for display, value in get_model_options(provider, "quick")
for display, value in get_model_options(provider, mode)
],
instruction="\n- Use arrow keys to navigate\n- Press Enter to select",
style=questionary.Style(
@ -197,58 +210,45 @@ def select_shallow_thinking_agent(provider) -> str:
).ask()
if choice is None:
console.print(
"\n[red]No shallow thinking llm engine selected. Exiting...[/red]"
)
console.print(f"\n[red]No {mode} thinking llm engine selected. Exiting...[/red]")
exit(1)
if choice == "custom":
return _prompt_custom_model_id()
return choice
def select_shallow_thinking_agent(provider) -> str:
"""Select shallow thinking llm engine using an interactive selection."""
return _select_model(provider, "quick")
def select_deep_thinking_agent(provider) -> str:
"""Select deep thinking llm engine using an interactive selection."""
if provider.lower() == "openrouter":
return select_openrouter_model()
choice = questionary.select(
"Select Your [Deep-Thinking LLM Engine]:",
choices=[
questionary.Choice(display, value=value)
for display, value in get_model_options(provider, "deep")
],
instruction="\n- Use arrow keys to navigate\n- Press Enter to select",
style=questionary.Style(
[
("selected", "fg:magenta noinherit"),
("highlighted", "fg:magenta noinherit"),
("pointer", "fg:magenta noinherit"),
]
),
).ask()
if choice is None:
console.print("\n[red]No deep thinking llm engine selected. Exiting...[/red]")
exit(1)
return choice
return _select_model(provider, "deep")
def select_llm_provider() -> tuple[str, str | None]:
"""Select the LLM provider and its API endpoint."""
BASE_URLS = [
("OpenAI", "https://api.openai.com/v1"),
("Google", None), # google-genai SDK manages its own endpoint
("Anthropic", "https://api.anthropic.com/"),
("xAI", "https://api.x.ai/v1"),
("Openrouter", "https://openrouter.ai/api/v1"),
("Ollama", "http://localhost:11434/v1"),
# (display_name, provider_key, base_url)
PROVIDERS = [
("OpenAI", "openai", "https://api.openai.com/v1"),
("Google", "google", None),
("Anthropic", "anthropic", "https://api.anthropic.com/"),
("xAI", "xai", "https://api.x.ai/v1"),
("DeepSeek", "deepseek", "https://api.deepseek.com"),
("Qwen", "qwen", "https://dashscope.aliyuncs.com/compatible-mode/v1"),
("GLM", "glm", "https://open.bigmodel.cn/api/paas/v4/"),
("OpenRouter", "openrouter", "https://openrouter.ai/api/v1"),
("Azure OpenAI", "azure", None),
("Ollama", "ollama", "http://localhost:11434/v1"),
]
choice = questionary.select(
"Select your LLM Provider:",
choices=[
questionary.Choice(display, value=(display, value))
for display, value in BASE_URLS
questionary.Choice(display, value=(provider_key, url))
for display, provider_key, url in PROVIDERS
],
instruction="\n- Use arrow keys to navigate\n- Press Enter to select",
style=questionary.Style(
@ -261,13 +261,11 @@ def select_llm_provider() -> tuple[str, str | None]:
).ask()
if choice is None:
console.print("\n[red]no OpenAI backend selected. Exiting...[/red]")
console.print("\n[red]No LLM provider selected. Exiting...[/red]")
exit(1)
display_name, url = choice
print(f"You selected: {display_name}\tURL: {url}")
return display_name, url
provider, url = choice
return provider, url
def ask_openai_reasoning_effort() -> str:

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@ -4,7 +4,7 @@ services:
env_file:
- .env
volumes:
- ./results:/home/appuser/app/results
- tradingagents_data:/home/appuser/.tradingagents
tty: true
stdin_open: true
@ -22,7 +22,7 @@ services:
environment:
- LLM_PROVIDER=ollama
volumes:
- ./results:/home/appuser/app/results
- tradingagents_data:/home/appuser/.tradingagents
depends_on:
- ollama
tty: true
@ -31,4 +31,5 @@ services:
- ollama
volumes:
tradingagents_data:
ollama_data:

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@ -32,9 +32,42 @@ dependencies = [
"yfinance>=0.2.63",
]
[project.optional-dependencies]
dev = [
"pytest>=8.0.0",
"pytest-cov>=4.1.0",
"ruff>=0.4.0",
"mypy>=1.9.0",
]
[project.scripts]
tradingagents = "cli.main:app"
[tool.pytest.ini_options]
testpaths = ["tests"]
python_files = ["test_*.py"]
python_functions = ["test_*"]
markers = [
"unit: Unit tests (fast, isolated)",
"integration: Integration tests (may require API keys)",
"slow: Slow running tests",
]
[tool.ruff]
target-version = "py310"
line-length = 100
select = ["E", "F", "I", "N", "W", "UP", "B", "C4", "DTZ", "ISC", "PIE", "PT", "RET", "SIM", "TCH", "ARG"]
[tool.ruff.per-file-ignores]
"tests/*" = ["ARG"]
[tool.mypy]
python_version = "3.10"
strict = true
warn_return_any = true
warn_unused_configs = true
ignore_missing_imports = true
[tool.setuptools.packages.find]
include = ["tradingagents*", "cli*"]

1
tests/__init__.py Normal file
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@ -0,0 +1 @@
"""Tests for the TradingAgents framework."""

128
tests/conftest.py Normal file
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@ -0,0 +1,128 @@
"""Pytest configuration and shared fixtures for TradingAgents tests."""
from unittest.mock import MagicMock
import pytest
@pytest.fixture
def mock_llm():
"""Mock LLM for testing without API calls."""
return MagicMock()
@pytest.fixture
def sample_agent_state():
"""Sample agent state for testing.
Returns:
Dictionary with AgentState fields for use in tests.
"""
return {
"company_of_interest": "AAPL",
"trade_date": "2024-01-15",
"messages": [],
"sender": "",
"market_report": "",
"sentiment_report": "",
"news_report": "",
"fundamentals_report": "",
"investment_debate_state": {
"bull_history": "",
"bear_history": "",
"history": "",
"current_response": "",
"judge_decision": "",
"count": 0,
},
"investment_plan": "",
"trader_investment_plan": "",
"risk_debate_state": {
"aggressive_history": "",
"conservative_history": "",
"neutral_history": "",
"history": "",
"latest_speaker": "",
"current_aggressive_response": "",
"current_conservative_response": "",
"current_neutral_response": "",
"judge_decision": "",
"count": 0,
},
"final_trade_decision": "",
}
@pytest.fixture
def sample_market_data():
"""Sample market data for testing.
Returns:
Dictionary with OHLCV market data for use in tests.
"""
return {
"ticker": "AAPL",
"date": "2024-01-15",
"open": 185.0,
"high": 187.5,
"low": 184.2,
"close": 186.5,
"volume": 50000000,
}
@pytest.fixture
def sample_config():
"""Sample configuration for testing.
Returns:
Dictionary with default config values for use in tests.
"""
return {
"project_dir": "/tmp/tradingagents",
"results_dir": "/tmp/results",
"data_cache_dir": "/tmp/data_cache",
"llm_provider": "openai",
"deep_think_llm": "gpt-4o",
"quick_think_llm": "gpt-4o-mini",
"backend_url": "https://api.openai.com/v1",
"google_thinking_level": None,
"openai_reasoning_effort": None,
"max_debate_rounds": 1,
"max_risk_discuss_rounds": 1,
"max_recur_limit": 100,
"data_vendors": {
"core_stock_apis": "yfinance",
"technical_indicators": "yfinance",
"fundamental_data": "yfinance",
"news_data": "yfinance",
},
"tool_vendors": {},
}
@pytest.fixture
def sample_situations():
"""Sample financial situations for memory testing.
Returns:
List of (situation, recommendation) tuples.
"""
return [
(
"High volatility in tech sector with increasing institutional selling",
"Reduce exposure to high-growth tech stocks. Consider defensive positions.",
),
(
"Strong earnings report beating expectations with raised guidance",
"Consider buying on any pullbacks. Monitor for momentum continuation.",
),
(
"Rising interest rates affecting growth stock valuations",
"Review duration of fixed-income positions. Consider value stocks.",
),
(
"Market showing signs of sector rotation with rising yields",
"Rebalance portfolio to maintain target allocations.",
),
]

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@ -0,0 +1 @@
"""Integration tests for TradingAgents framework."""

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@ -0,0 +1,169 @@
"""Integration tests for TradingAgents graph workflow."""
from unittest.mock import MagicMock, patch
import pytest
from tradingagents.default_config import DEFAULT_CONFIG
@pytest.mark.integration
class TestFullWorkflow:
"""Integration tests for the full trading workflow."""
@pytest.fixture
def mock_config(self):
"""Create a mock configuration for testing."""
config = DEFAULT_CONFIG.copy()
config["deep_think_llm"] = "gpt-4o-mini"
config["quick_think_llm"] = "gpt-4o-mini"
return config
@pytest.mark.skip(reason="Requires API keys")
def test_propagate_returns_decision(self, mock_config):
"""Integration test requiring live API keys."""
from tradingagents.graph.trading_graph import TradingAgentsGraph
ta = TradingAgentsGraph(debug=True, config=mock_config)
state, decision = ta.propagate("AAPL", "2024-01-15")
assert decision is not None
assert "final_trade_decision" in state
@patch("tradingagents.graph.trading_graph.create_llm_client")
def test_graph_initialization(self, mock_create_client, mock_config):
"""Test graph initializes without errors."""
from tradingagents.graph.trading_graph import TradingAgentsGraph
mock_llm = MagicMock()
mock_create_client.return_value.get_llm.return_value = mock_llm
ta = TradingAgentsGraph(
selected_analysts=["market"],
debug=True,
config=mock_config
)
assert ta.graph is not None
@patch("tradingagents.graph.trading_graph.create_llm_client")
def test_graph_initialization_all_analysts(self, mock_create_client, mock_config):
"""Test graph initializes with all analysts."""
from tradingagents.graph.trading_graph import TradingAgentsGraph
mock_llm = MagicMock()
mock_create_client.return_value.get_llm.return_value = mock_llm
ta = TradingAgentsGraph(
selected_analysts=["market", "news", "fundamentals", "social"],
debug=True,
config=mock_config
)
assert ta.graph is not None
@pytest.mark.integration
class TestGraphSetup:
"""Integration tests for graph setup."""
@pytest.fixture
def mock_config(self):
"""Create a mock configuration for testing."""
return DEFAULT_CONFIG.copy()
@patch("tradingagents.graph.trading_graph.create_llm_client")
def test_setup_creates_nodes(self, mock_create_client, mock_config):
"""Test that setup creates all required nodes."""
from tradingagents.graph.conditional_logic import ConditionalLogic
mock_create_client.return_value.get_llm.return_value = MagicMock()
ConditionalLogic(
max_debate_rounds=mock_config["max_debate_rounds"],
max_risk_discuss_rounds=mock_config["max_risk_discuss_rounds"]
)
# GraphSetup should be instantiable
# Actual node creation depends on internal implementation
def test_conditional_logic_instance(self, mock_config):
"""Test that ConditionalLogic is instantiable."""
from tradingagents.graph.conditional_logic import ConditionalLogic
logic = ConditionalLogic(
max_debate_rounds=mock_config["max_debate_rounds"],
max_risk_discuss_rounds=mock_config["max_risk_discuss_rounds"]
)
assert logic.max_debate_rounds == mock_config["max_debate_rounds"]
assert logic.max_risk_discuss_rounds == mock_config["max_risk_discuss_rounds"]
@pytest.mark.integration
class TestAgentInitialization:
"""Integration tests for agent initialization."""
@pytest.fixture
def mock_llm(self):
"""Create a mock LLM for testing."""
return MagicMock()
def test_market_analyst_creation(self, mock_llm):
"""Test that market analyst can be created."""
from tradingagents.agents.analysts.market_analyst import create_market_analyst
analyst = create_market_analyst(mock_llm)
assert callable(analyst)
def test_news_analyst_creation(self, mock_llm):
"""Test that news analyst can be created."""
from tradingagents.agents.analysts.news_analyst import create_news_analyst
analyst = create_news_analyst(mock_llm)
assert callable(analyst)
def test_fundamentals_analyst_creation(self, mock_llm):
"""Test that fundamentals analyst can be created."""
from tradingagents.agents.analysts.fundamentals_analyst import create_fundamentals_analyst
analyst = create_fundamentals_analyst(mock_llm)
assert callable(analyst)
def test_bull_researcher_creation(self, mock_llm):
"""Test that bull researcher can be created."""
from tradingagents.agents.researchers.bull_researcher import create_bull_researcher
from tradingagents.agents.utils.memory import FinancialSituationMemory
memory = FinancialSituationMemory("bull_memory")
researcher = create_bull_researcher(mock_llm, memory)
assert callable(researcher)
def test_bear_researcher_creation(self, mock_llm):
"""Test that bear researcher can be created."""
from tradingagents.agents.researchers.bear_researcher import create_bear_researcher
from tradingagents.agents.utils.memory import FinancialSituationMemory
memory = FinancialSituationMemory("bear_memory")
researcher = create_bear_researcher(mock_llm, memory)
assert callable(researcher)
def test_trader_creation(self, mock_llm):
"""Test that trader can be created."""
from tradingagents.agents.trader.trader import create_trader
from tradingagents.agents.utils.memory import FinancialSituationMemory
memory = FinancialSituationMemory("trader_memory")
trader = create_trader(mock_llm, memory)
assert callable(trader)
@pytest.mark.integration
class TestReflection:
"""Integration tests for reflection system."""
def test_reflector_creation(self):
"""Test that Reflector can be created."""
from unittest.mock import MagicMock
from tradingagents.graph.reflection import Reflector
mock_llm = MagicMock()
reflector = Reflector(mock_llm)
assert reflector.quick_thinking_llm is not None

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@ -0,0 +1 @@
"""Tests for agent modules."""

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@ -0,0 +1 @@
"""Tests for dataflow modules."""

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@ -0,0 +1,198 @@
"""Unit tests for data interface routing."""
from unittest.mock import patch
import pytest
from tradingagents.dataflows.interface import (
TOOLS_CATEGORIES,
VENDOR_LIST,
VENDOR_METHODS,
get_category_for_method,
get_vendor,
route_to_vendor,
)
class TestToolsCategories:
"""Tests for TOOLS_CATEGORIES structure."""
@pytest.mark.unit
def test_core_stock_apis_category_exists(self):
"""Test that core_stock_apis category exists."""
assert "core_stock_apis" in TOOLS_CATEGORIES
assert "get_stock_data" in TOOLS_CATEGORIES["core_stock_apis"]["tools"]
@pytest.mark.unit
def test_technical_indicators_category_exists(self):
"""Test that technical_indicators category exists."""
assert "technical_indicators" in TOOLS_CATEGORIES
assert "get_indicators" in TOOLS_CATEGORIES["technical_indicators"]["tools"]
@pytest.mark.unit
def test_fundamental_data_category_exists(self):
"""Test that fundamental_data category exists."""
assert "fundamental_data" in TOOLS_CATEGORIES
expected_tools = [
"get_fundamentals",
"get_balance_sheet",
"get_cashflow",
"get_income_statement",
]
for tool in expected_tools:
assert tool in TOOLS_CATEGORIES["fundamental_data"]["tools"]
@pytest.mark.unit
def test_news_data_category_exists(self):
"""Test that news_data category exists."""
assert "news_data" in TOOLS_CATEGORIES
expected_tools = ["get_news", "get_global_news", "get_insider_transactions"]
for tool in expected_tools:
assert tool in TOOLS_CATEGORIES["news_data"]["tools"]
class TestVendorList:
"""Tests for VENDOR_LIST."""
@pytest.mark.unit
def test_yfinance_in_vendor_list(self):
"""Test that yfinance is in vendor list."""
assert "yfinance" in VENDOR_LIST
@pytest.mark.unit
def test_alpha_vantage_in_vendor_list(self):
"""Test that alpha_vantage is in vendor list."""
assert "alpha_vantage" in VENDOR_LIST
@pytest.mark.unit
def test_vendor_list_length(self):
"""Test vendor list contains expected number of vendors."""
assert len(VENDOR_LIST) == 2
class TestGetCategoryForMethod:
"""Tests for get_category_for_method function."""
@pytest.mark.unit
def test_get_category_for_stock_data(self):
"""Test category for get_stock_data."""
category = get_category_for_method("get_stock_data")
assert category == "core_stock_apis"
@pytest.mark.unit
def test_get_category_for_indicators(self):
"""Test category for get_indicators."""
category = get_category_for_method("get_indicators")
assert category == "technical_indicators"
@pytest.mark.unit
def test_get_category_for_fundamentals(self):
"""Test category for get_fundamentals."""
category = get_category_for_method("get_fundamentals")
assert category == "fundamental_data"
@pytest.mark.unit
def test_get_category_for_news(self):
"""Test category for get_news."""
category = get_category_for_method("get_news")
assert category == "news_data"
@pytest.mark.unit
def test_get_category_for_invalid_method_raises(self):
"""Test that invalid method raises ValueError."""
with pytest.raises(ValueError, match="not found"):
get_category_for_method("invalid_method")
class TestGetVendor:
"""Tests for get_vendor function."""
@pytest.mark.unit
@patch("tradingagents.dataflows.interface.get_config")
def test_get_vendor_default(self, mock_get_config):
"""Test getting default vendor for a category."""
mock_get_config.return_value = {
"data_vendors": {"core_stock_apis": "yfinance"},
"tool_vendors": {},
}
vendor = get_vendor("core_stock_apis")
assert vendor == "yfinance"
@pytest.mark.unit
@patch("tradingagents.dataflows.interface.get_config")
def test_get_vendor_tool_level_override(self, mock_get_config):
"""Test that tool-level vendor takes precedence."""
mock_get_config.return_value = {
"data_vendors": {"core_stock_apis": "yfinance"},
"tool_vendors": {"get_stock_data": "alpha_vantage"},
}
vendor = get_vendor("core_stock_apis", "get_stock_data")
assert vendor == "alpha_vantage"
@pytest.mark.unit
@patch("tradingagents.dataflows.interface.get_config")
def test_get_vendor_missing_category_uses_default(self, mock_get_config):
"""Test that missing category returns 'default'."""
mock_get_config.return_value = {
"data_vendors": {},
"tool_vendors": {},
}
vendor = get_vendor("unknown_category")
assert vendor == "default"
class TestVendorMethods:
"""Tests for VENDOR_METHODS structure."""
@pytest.mark.unit
def test_get_stock_data_has_both_vendors(self):
"""Test that get_stock_data has both vendors."""
assert "yfinance" in VENDOR_METHODS["get_stock_data"]
assert "alpha_vantage" in VENDOR_METHODS["get_stock_data"]
@pytest.mark.unit
def test_all_methods_have_vendors(self):
"""Test that all methods have at least one vendor."""
for method, vendors in VENDOR_METHODS.items():
assert len(vendors) > 0, f"Method {method} has no vendors"
class TestRouteToVendor:
"""Tests for route_to_vendor function."""
@pytest.mark.unit
@patch("tradingagents.dataflows.interface.get_config")
def test_route_to_vendor_invalid_method_raises(self, mock_get_config):
"""Test that routing invalid method raises ValueError."""
mock_get_config.return_value = {"data_vendors": {}, "tool_vendors": {}}
with pytest.raises(ValueError, match="not found"):
route_to_vendor("invalid_method", "AAPL")
@pytest.mark.unit
@patch("tradingagents.dataflows.interface.get_config")
@patch("tradingagents.dataflows.interface.VENDOR_METHODS")
def test_route_to_vendor_fallback_on_rate_limit(self, mock_methods, mock_get_config):
"""Test that vendor fallback works on rate limit errors."""
mock_get_config.return_value = {
"data_vendors": {"core_stock_apis": "alpha_vantage"},
"tool_vendors": {},
}
# This test would need proper mocking of the actual vendor functions
# For now, we just verify the function signature exists
@pytest.mark.unit
@patch("tradingagents.dataflows.interface.get_config")
def test_route_to_vendor_no_available_vendor_raises(self, mock_get_config):
"""Test that no available vendor raises RuntimeError."""
mock_get_config.return_value = {
"data_vendors": {"core_stock_apis": "nonexistent_vendor"},
"tool_vendors": {},
}
# This test would verify that if all vendors fail, RuntimeError is raised
# Actual implementation depends on the real vendor functions

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"""Tests for graph modules."""

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"""Unit tests for conditional logic."""
import pytest
from unittest.mock import MagicMock
from tradingagents.graph.conditional_logic import ConditionalLogic
class TestConditionalLogic:
"""Tests for the ConditionalLogic class."""
@pytest.fixture
def logic(self):
"""Create a ConditionalLogic instance with default settings."""
return ConditionalLogic(max_debate_rounds=1, max_risk_discuss_rounds=1)
@pytest.fixture
def logic_extended(self):
"""Create a ConditionalLogic instance with extended rounds."""
return ConditionalLogic(max_debate_rounds=3, max_risk_discuss_rounds=2)
@pytest.fixture
def state_with_tool_call(self):
"""Create a state with a tool call in the last message."""
msg = MagicMock()
msg.tool_calls = [{"name": "get_stock_data"}]
return {"messages": [msg]}
@pytest.fixture
def state_without_tool_call(self):
"""Create a state without tool calls."""
msg = MagicMock()
msg.tool_calls = []
return {"messages": [msg]}
class TestShouldContinueMarket(TestConditionalLogic):
"""Tests for should_continue_market method."""
@pytest.mark.unit
def test_returns_tools_market_with_tool_call(self, logic, state_with_tool_call):
"""Test that tool calls route to tools_market."""
result = logic.should_continue_market(state_with_tool_call)
assert result == "tools_market"
@pytest.mark.unit
def test_returns_msg_clear_without_tool_call(self, logic, state_without_tool_call):
"""Test that no tool calls route to Msg Clear Market."""
result = logic.should_continue_market(state_without_tool_call)
assert result == "Msg Clear Market"
class TestShouldContinueSocial(TestConditionalLogic):
"""Tests for should_continue_social method."""
@pytest.mark.unit
def test_returns_tools_social_with_tool_call(self, logic, state_with_tool_call):
"""Test that tool calls route to tools_social."""
result = logic.should_continue_social(state_with_tool_call)
assert result == "tools_social"
@pytest.mark.unit
def test_returns_msg_clear_without_tool_call(self, logic, state_without_tool_call):
"""Test that no tool calls route to Msg Clear Social."""
result = logic.should_continue_social(state_without_tool_call)
assert result == "Msg Clear Social"
class TestShouldContinueNews(TestConditionalLogic):
"""Tests for should_continue_news method."""
@pytest.mark.unit
def test_returns_tools_news_with_tool_call(self, logic, state_with_tool_call):
"""Test that tool calls route to tools_news."""
result = logic.should_continue_news(state_with_tool_call)
assert result == "tools_news"
@pytest.mark.unit
def test_returns_msg_clear_without_tool_call(self, logic, state_without_tool_call):
"""Test that no tool calls route to Msg Clear News."""
result = logic.should_continue_news(state_without_tool_call)
assert result == "Msg Clear News"
class TestShouldContinueFundamentals(TestConditionalLogic):
"""Tests for should_continue_fundamentals method."""
@pytest.mark.unit
def test_returns_tools_fundamentals_with_tool_call(self, logic, state_with_tool_call):
"""Test that tool calls route to tools_fundamentals."""
result = logic.should_continue_fundamentals(state_with_tool_call)
assert result == "tools_fundamentals"
@pytest.mark.unit
def test_returns_msg_clear_without_tool_call(self, logic, state_without_tool_call):
"""Test that no tool calls route to Msg Clear Fundamentals."""
result = logic.should_continue_fundamentals(state_without_tool_call)
assert result == "Msg Clear Fundamentals"
class TestShouldContinueDebate(TestConditionalLogic):
"""Tests for should_continue_debate method."""
@pytest.mark.unit
def test_returns_research_manager_at_max_rounds(self, logic):
"""Test that debate ends at max rounds."""
state = {
"investment_debate_state": {
"count": 4, # 2 * max_debate_rounds = 2 * 1 = 2, but 4 > 2
"current_response": "Bull Analyst: Buy signal",
}
}
result = logic.should_continue_debate(state)
assert result == "Research Manager"
@pytest.mark.unit
def test_returns_bear_when_bull_speaks(self, logic):
"""Test that Bull speaker routes to Bear."""
state = {
"investment_debate_state": {
"count": 1,
"current_response": "Bull Analyst: Strong buy opportunity",
}
}
result = logic.should_continue_debate(state)
assert result == "Bear Researcher"
@pytest.mark.unit
def test_returns_bull_when_not_bull(self, logic):
"""Test that Bear speaker routes to Bull."""
state = {
"investment_debate_state": {
"count": 1,
"current_response": "Bear Analyst: High risk warning",
}
}
result = logic.should_continue_debate(state)
assert result == "Bull Researcher"
@pytest.mark.unit
def test_extended_debate_rounds(self, logic_extended):
"""Test debate with extended rounds."""
# With max_debate_rounds=3, max count = 2 * 3 = 6
state = {
"investment_debate_state": {
"count": 5, # Still under 6
"current_response": "Bull Analyst: Buy",
}
}
result = logic_extended.should_continue_debate(state)
assert result == "Bear Researcher"
@pytest.mark.unit
def test_extended_debate_ends_at_max(self, logic_extended):
"""Test extended debate ends at max rounds."""
state = {
"investment_debate_state": {
"count": 6, # 2 * max_debate_rounds = 6
"current_response": "Bull Analyst: Buy",
}
}
result = logic_extended.should_continue_debate(state)
assert result == "Research Manager"
class TestShouldContinueRiskAnalysis(TestConditionalLogic):
"""Tests for should_continue_risk_analysis method."""
@pytest.mark.unit
def test_returns_risk_judge_at_max_rounds(self, logic):
"""Test that risk analysis ends at max rounds."""
state = {
"risk_debate_state": {
"count": 6, # 3 * max_risk_discuss_rounds = 3 * 1 = 3, but 6 > 3
"latest_speaker": "Aggressive Analyst",
}
}
result = logic.should_continue_risk_analysis(state)
assert result == "Risk Judge"
@pytest.mark.unit
def test_returns_conservative_after_aggressive(self, logic):
"""Test that Aggressive speaker routes to Conservative."""
state = {
"risk_debate_state": {
"count": 1,
"latest_speaker": "Aggressive Analyst: Go all in!",
}
}
result = logic.should_continue_risk_analysis(state)
assert result == "Conservative Analyst"
@pytest.mark.unit
def test_returns_neutral_after_conservative(self, logic):
"""Test that Conservative speaker routes to Neutral."""
state = {
"risk_debate_state": {
"count": 1,
"latest_speaker": "Conservative Analyst: Stay cautious",
}
}
result = logic.should_continue_risk_analysis(state)
assert result == "Neutral Analyst"
@pytest.mark.unit
def test_returns_aggressive_after_neutral(self, logic):
"""Test that Neutral speaker routes to Aggressive."""
state = {
"risk_debate_state": {
"count": 1,
"latest_speaker": "Neutral Analyst: Balanced view",
}
}
result = logic.should_continue_risk_analysis(state)
assert result == "Aggressive Analyst"
@pytest.mark.unit
def test_extended_risk_rounds(self, logic_extended):
"""Test risk analysis with extended rounds."""
# With max_risk_discuss_rounds=2, max count = 3 * 2 = 6
state = {
"risk_debate_state": {
"count": 5, # Still under 6
"latest_speaker": "Aggressive Analyst",
}
}
result = logic_extended.should_continue_risk_analysis(state)
assert result == "Conservative Analyst"
@pytest.mark.unit
def test_extended_risk_ends_at_max(self, logic_extended):
"""Test extended risk analysis ends at max rounds."""
state = {
"risk_debate_state": {
"count": 6, # 3 * max_risk_discuss_rounds = 6
"latest_speaker": "Aggressive Analyst",
}
}
result = logic_extended.should_continue_risk_analysis(state)
assert result == "Risk Judge"

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"""Tests for LLM client modules."""

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"""Unit tests for Anthropic client."""
from unittest.mock import patch
import pytest
from tradingagents.llm_clients.anthropic_client import AnthropicClient
class TestAnthropicClient:
"""Tests for the Anthropic client."""
@pytest.mark.unit
def test_init(self):
"""Test client initialization."""
client = AnthropicClient("claude-3-opus")
assert client.model == "claude-3-opus"
assert client.base_url is None
@pytest.mark.unit
def test_init_with_base_url(self):
"""Test client initialization with base URL (accepted but may be ignored)."""
client = AnthropicClient("claude-3-opus", base_url="https://custom.api.com")
assert client.base_url == "https://custom.api.com"
@pytest.mark.unit
def test_init_with_kwargs(self):
"""Test client initialization with additional kwargs."""
client = AnthropicClient("claude-3-opus", timeout=30, max_tokens=4096)
assert client.kwargs.get("timeout") == 30
assert client.kwargs.get("max_tokens") == 4096
class TestAnthropicClientGetLLM:
"""Tests for Anthropic client get_llm method."""
@pytest.mark.unit
@patch.dict("os.environ", {"ANTHROPIC_API_KEY": "test-key"})
def test_get_llm_returns_chat_anthropic(self):
"""Test that get_llm returns a ChatAnthropic instance."""
client = AnthropicClient("claude-3-opus")
llm = client.get_llm()
assert llm.model == "claude-3-opus"
@pytest.mark.unit
@patch.dict("os.environ", {"ANTHROPIC_API_KEY": "test-key"})
def test_get_llm_with_timeout(self):
"""Test that timeout is passed to LLM kwargs."""
client = AnthropicClient("claude-3-opus", timeout=60)
# Verify timeout was passed to kwargs (ChatAnthropic may not expose it directly)
assert "timeout" in client.kwargs
@pytest.mark.unit
@patch.dict("os.environ", {"ANTHROPIC_API_KEY": "test-key"})
def test_get_llm_with_max_tokens(self):
"""Test that max_tokens is passed to LLM."""
client = AnthropicClient("claude-3-opus", max_tokens=2048)
client.get_llm()
# ChatAnthropic uses max_tokens_mixin or similar
assert "max_tokens" in client.kwargs
class TestAnthropicClientValidateModel:
"""Tests for Anthropic client validate_model method."""
@pytest.mark.unit
def test_validate_model_returns_bool(self):
"""Test that validate_model returns a boolean."""
client = AnthropicClient("claude-3-opus")
# This calls the validator function
result = client.validate_model()
assert isinstance(result, bool)

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"""Unit tests for LLM client factory."""
import pytest
from tradingagents.llm_clients.anthropic_client import AnthropicClient
from tradingagents.llm_clients.factory import create_llm_client
from tradingagents.llm_clients.google_client import GoogleClient
from tradingagents.llm_clients.openai_client import OpenAIClient
class TestCreateLLMClient:
"""Tests for the LLM client factory function."""
@pytest.mark.unit
def test_create_openai_client(self):
"""Test creating an OpenAI client."""
client = create_llm_client("openai", "gpt-4")
assert isinstance(client, OpenAIClient)
assert client.model == "gpt-4"
assert client.provider == "openai"
@pytest.mark.unit
def test_create_openai_client_case_insensitive(self):
"""Test that provider names are case insensitive."""
client = create_llm_client("OpenAI", "gpt-4o")
assert isinstance(client, OpenAIClient)
assert client.provider == "openai"
@pytest.mark.unit
def test_create_anthropic_client(self):
"""Test creating an Anthropic client."""
client = create_llm_client("anthropic", "claude-3-opus")
assert isinstance(client, AnthropicClient)
assert client.model == "claude-3-opus"
@pytest.mark.unit
def test_create_google_client(self):
"""Test creating a Google client."""
client = create_llm_client("google", "gemini-pro")
assert isinstance(client, GoogleClient)
assert client.model == "gemini-pro"
@pytest.mark.unit
def test_create_xai_client(self):
"""Test creating an xAI client (uses OpenAI-compatible API)."""
client = create_llm_client("xai", "grok-beta")
assert isinstance(client, OpenAIClient)
assert client.provider == "xai"
@pytest.mark.unit
def test_create_ollama_client(self):
"""Test creating an Ollama client."""
client = create_llm_client("ollama", "llama2")
assert isinstance(client, OpenAIClient)
assert client.provider == "ollama"
@pytest.mark.unit
def test_create_openrouter_client(self):
"""Test creating an OpenRouter client."""
client = create_llm_client("openrouter", "gpt-4")
assert isinstance(client, OpenAIClient)
assert client.provider == "openrouter"
@pytest.mark.unit
def test_unsupported_provider_raises(self):
"""Test that unsupported provider raises ValueError."""
with pytest.raises(ValueError, match="Unsupported LLM provider"):
create_llm_client("unknown_provider", "model-name")
@pytest.mark.unit
def test_create_client_with_base_url(self):
"""Test creating a client with custom base URL."""
client = create_llm_client("openai", "gpt-4", base_url="https://custom.api.com/v1")
assert client.base_url == "https://custom.api.com/v1"
@pytest.mark.unit
def test_create_client_with_kwargs(self):
"""Test creating a client with additional kwargs."""
client = create_llm_client("openai", "gpt-4", timeout=30, max_retries=5)
assert client.kwargs.get("timeout") == 30
assert client.kwargs.get("max_retries") == 5

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"""Unit tests for Google client."""
from unittest.mock import patch
import pytest
from tradingagents.llm_clients.google_client import GoogleClient
class TestGoogleClient:
"""Tests for the Google client."""
@pytest.mark.unit
def test_init(self):
"""Test client initialization."""
client = GoogleClient("gemini-pro")
assert client.model == "gemini-pro"
assert client.base_url is None
@pytest.mark.unit
def test_init_with_kwargs(self):
"""Test client initialization with additional kwargs."""
client = GoogleClient("gemini-pro", timeout=30)
assert client.kwargs.get("timeout") == 30
class TestGoogleClientGetLLM:
"""Tests for Google client get_llm method."""
@pytest.mark.unit
@patch.dict("os.environ", {"GOOGLE_API_KEY": "test-key"})
def test_get_llm_returns_chat_google(self):
"""Test that get_llm returns a ChatGoogleGenerativeAI instance."""
client = GoogleClient("gemini-pro")
llm = client.get_llm()
assert llm.model == "gemini-pro"
@pytest.mark.unit
@patch.dict("os.environ", {"GOOGLE_API_KEY": "test-key"})
def test_get_llm_with_timeout(self):
"""Test that timeout is passed to LLM."""
client = GoogleClient("gemini-pro", timeout=60)
llm = client.get_llm()
assert llm.timeout == 60
@pytest.mark.unit
@patch.dict("os.environ", {"GOOGLE_API_KEY": "test-key"})
def test_get_llm_gemini_3_pro_thinking_level(self):
"""Test thinking level for Gemini 3 Pro models."""
client = GoogleClient("gemini-3-pro", thinking_level="high")
client.get_llm()
# Gemini 3 Pro should get thinking_level directly
assert "thinking_level" in client.kwargs
@pytest.mark.unit
@patch.dict("os.environ", {"GOOGLE_API_KEY": "test-key"})
def test_get_llm_gemini_3_pro_minimal_to_low(self):
"""Test that 'minimal' thinking level maps to 'low' for Gemini 3 Pro."""
client = GoogleClient("gemini-3-pro", thinking_level="minimal")
llm = client.get_llm()
# Pro models don't support 'minimal', should be mapped to 'low'
assert llm.thinking_level == "low"
@pytest.mark.unit
@patch.dict("os.environ", {"GOOGLE_API_KEY": "test-key"})
def test_get_llm_gemini_3_flash_thinking_level(self):
"""Test thinking level for Gemini 3 Flash models."""
client = GoogleClient("gemini-3-flash", thinking_level="medium")
llm = client.get_llm()
# Gemini 3 Flash supports minimal, low, medium, high
assert llm.thinking_level == "medium"
class TestNormalizedChatGoogleGenerativeAI:
"""Tests for the normalized Google Generative AI class."""
@pytest.mark.unit
def test_normalize_string_content(self):
"""Test that string content is left unchanged."""
# This is a static method test via the class
# The _normalize_content method handles list content
# Actual test would need a mock response
@pytest.mark.unit
def test_normalize_list_content(self):
"""Test that list content is normalized to string."""
# This tests the normalization logic for Gemini 3 responses
# that return content as list of dicts
# Actual test would need integration with the class
class TestGoogleClientValidateModel:
"""Tests for Google client validate_model method."""
@pytest.mark.unit
def test_validate_model_returns_bool(self):
"""Test that validate_model returns a boolean."""
client = GoogleClient("gemini-pro")
result = client.validate_model()
assert isinstance(result, bool)

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"""Unit tests for OpenAI client."""
from unittest.mock import patch
import pytest
from tradingagents.llm_clients.openai_client import OpenAIClient, UnifiedChatOpenAI
class TestOpenAIClient:
"""Tests for the OpenAI client."""
@pytest.mark.unit
def test_init_with_provider(self):
"""Test client initialization with provider."""
client = OpenAIClient("gpt-4", provider="openai")
assert client.model == "gpt-4"
assert client.provider == "openai"
assert client.base_url is None
@pytest.mark.unit
def test_init_with_base_url(self):
"""Test client initialization with base URL."""
client = OpenAIClient("gpt-4", base_url="https://custom.api.com/v1", provider="openai")
assert client.base_url == "https://custom.api.com/v1"
@pytest.mark.unit
def test_provider_lowercase(self):
"""Test that provider is lowercased."""
client = OpenAIClient("gpt-4", provider="OpenAI")
assert client.provider == "openai"
class TestUnifiedChatOpenAI:
"""Tests for the UnifiedChatOpenAI class."""
@pytest.mark.unit
def test_is_reasoning_model_o1(self):
"""Test reasoning model detection for o1 series."""
assert UnifiedChatOpenAI._is_reasoning_model("o1-preview")
assert UnifiedChatOpenAI._is_reasoning_model("o1-mini")
assert UnifiedChatOpenAI._is_reasoning_model("O1-PRO")
@pytest.mark.unit
def test_is_reasoning_model_o3(self):
"""Test reasoning model detection for o3 series."""
assert UnifiedChatOpenAI._is_reasoning_model("o3-mini")
assert UnifiedChatOpenAI._is_reasoning_model("O3-MINI")
@pytest.mark.unit
def test_is_reasoning_model_gpt5(self):
"""Test reasoning model detection for GPT-5 series."""
assert UnifiedChatOpenAI._is_reasoning_model("gpt-5")
assert UnifiedChatOpenAI._is_reasoning_model("gpt-5.2")
assert UnifiedChatOpenAI._is_reasoning_model("GPT-5-MINI")
@pytest.mark.unit
def test_is_not_reasoning_model(self):
"""Test that standard models are not detected as reasoning models."""
assert not UnifiedChatOpenAI._is_reasoning_model("gpt-4o")
assert not UnifiedChatOpenAI._is_reasoning_model("gpt-4-turbo")
assert not UnifiedChatOpenAI._is_reasoning_model("gpt-3.5-turbo")
class TestOpenAIClientGetLLM:
"""Tests for OpenAI client get_llm method."""
@pytest.mark.unit
@patch.dict("os.environ", {"OPENAI_API_KEY": "test-key"})
def test_get_llm_openai(self):
"""Test getting LLM for OpenAI provider."""
client = OpenAIClient("gpt-4", provider="openai")
llm = client.get_llm()
assert llm.model == "gpt-4"
@pytest.mark.unit
@patch.dict("os.environ", {"XAI_API_KEY": "test-xai-key"})
def test_get_llm_xai_uses_correct_url(self):
"""Test that xAI client uses correct base URL."""
client = OpenAIClient("grok-beta", provider="xai")
# Verify xAI base_url is configured
assert client.kwargs.get("base_url") is None # Not in kwargs, set in get_llm
@pytest.mark.unit
@patch.dict("os.environ", {"OPENROUTER_API_KEY": "test-or-key"})
def test_get_llm_openrouter_uses_correct_url(self):
"""Test that OpenRouter client uses correct base URL."""
client = OpenAIClient("gpt-4", provider="openrouter")
# Verify OpenRouter base_url is configured
assert client.kwargs.get("base_url") is None # Not in kwargs, set in get_llm
@pytest.mark.unit
def test_get_llm_ollama_uses_correct_url(self):
"""Test that Ollama client uses correct base URL."""
client = OpenAIClient("llama2", provider="ollama")
# Verify Ollama configuration
assert client.provider == "ollama"
@pytest.mark.unit
def test_get_llm_with_timeout(self):
"""Test that timeout is passed to LLM kwargs."""
client = OpenAIClient("gpt-4", provider="openai", timeout=60)
# Verify timeout was passed to kwargs
assert client.kwargs.get("timeout") == 60
@pytest.mark.unit
def test_get_llm_with_max_retries(self):
"""Test that max_retries is passed to LLM."""
client = OpenAIClient("gpt-4", provider="openai", max_retries=3)
llm = client.get_llm()
assert llm.max_retries == 3

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"""Tests for memory modules."""

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"""Unit tests for FinancialSituationMemory."""
import pytest
from tradingagents.agents.utils.memory import FinancialSituationMemory
class TestFinancialSituationMemory:
"""Tests for the FinancialSituationMemory class."""
@pytest.mark.unit
def test_init(self):
"""Test memory initialization."""
memory = FinancialSituationMemory("test_memory")
assert memory.name == "test_memory"
assert len(memory.documents) == 0
assert len(memory.recommendations) == 0
assert memory.bm25 is None
@pytest.mark.unit
def test_init_with_config(self):
"""Test memory initialization with config (for API compatibility)."""
memory = FinancialSituationMemory("test_memory", config={"some": "config"})
assert memory.name == "test_memory"
# Config is accepted but not used for BM25
@pytest.mark.unit
def test_add_situations_single(self):
"""Test adding a single situation."""
memory = FinancialSituationMemory("test_memory")
memory.add_situations([("High volatility", "Reduce exposure")])
assert len(memory.documents) == 1
assert len(memory.recommendations) == 1
assert memory.documents[0] == "High volatility"
assert memory.recommendations[0] == "Reduce exposure"
assert memory.bm25 is not None
@pytest.mark.unit
def test_add_situations_multiple(self):
"""Test adding multiple situations."""
memory = FinancialSituationMemory("test_memory")
situations = [
("High volatility in tech sector", "Reduce exposure"),
("Strong earnings report", "Consider buying"),
("Rising interest rates", "Review duration"),
]
memory.add_situations(situations)
assert len(memory.documents) == 3
assert len(memory.recommendations) == 3
assert memory.bm25 is not None
@pytest.mark.unit
def test_add_situations_incremental(self):
"""Test adding situations incrementally."""
memory = FinancialSituationMemory("test_memory")
memory.add_situations([("First situation", "First recommendation")])
memory.add_situations([("Second situation", "Second recommendation")])
assert len(memory.documents) == 2
assert memory.recommendations[0] == "First recommendation"
assert memory.recommendations[1] == "Second recommendation"
@pytest.mark.unit
def test_get_memories_returns_matches(self):
"""Test that get_memories returns matching results."""
memory = FinancialSituationMemory("test_memory")
memory.add_situations([
("High inflation affecting tech stocks", "Consider defensive positions"),
("Strong dollar impacting exports", "Review international exposure"),
])
results = memory.get_memories("inflation concerns in technology sector", n_matches=1)
assert len(results) == 1
assert "similarity_score" in results[0]
assert "matched_situation" in results[0]
assert "recommendation" in results[0]
assert results[0]["matched_situation"] == "High inflation affecting tech stocks"
@pytest.mark.unit
def test_get_memories_multiple_matches(self):
"""Test that get_memories returns multiple matches."""
memory = FinancialSituationMemory("test_memory")
memory.add_situations([
("High inflation affecting tech stocks", "Consider defensive positions"),
("Inflation concerns rising globally", "Review commodity exposure"),
("Strong dollar impacting exports", "Review international exposure"),
])
results = memory.get_memories("inflation worries", n_matches=2)
assert len(results) == 2
# Both inflation-related situations should be in top results
situations = [r["matched_situation"] for r in results]
assert (
"High inflation affecting tech stocks" in situations
or "Inflation concerns rising globally" in situations
)
@pytest.mark.unit
def test_get_memories_empty_returns_empty(self):
"""Test that get_memories on empty memory returns empty list."""
memory = FinancialSituationMemory("test_memory")
results = memory.get_memories("any query", n_matches=1)
assert results == []
@pytest.mark.unit
def test_get_memories_normalized_score(self):
"""Test that similarity scores are computed correctly.
Note: BM25 scores can be negative for documents with low term frequency.
The normalization divides by max_score but doesn't shift negative scores.
"""
memory = FinancialSituationMemory("test_memory")
memory.add_situations([
("High volatility tech sector", "Reduce exposure"),
("Low volatility bonds", "Stable income"),
])
results = memory.get_memories("volatility in tech", n_matches=2)
# Verify we get results with similarity_score field
assert len(results) == 2
for result in results:
assert "similarity_score" in result
# BM25 scores can theoretically be negative, verify it's a number
assert isinstance(result["similarity_score"], float)
@pytest.mark.unit
def test_clear(self):
"""Test that clear empties the memory."""
memory = FinancialSituationMemory("test_memory")
memory.add_situations([("test", "test recommendation")])
assert len(memory.documents) == 1
assert memory.bm25 is not None
memory.clear()
assert len(memory.documents) == 0
assert len(memory.recommendations) == 0
assert memory.bm25 is None
@pytest.mark.unit
def test_get_memories_after_clear(self):
"""Test that get_memories works after clear and re-add."""
memory = FinancialSituationMemory("test_memory")
memory.add_situations([("First", "Rec1")])
memory.clear()
memory.add_situations([("Second", "Rec2")])
results = memory.get_memories("Second", n_matches=1)
assert len(results) == 1
assert results[0]["matched_situation"] == "Second"
@pytest.mark.unit
def test_tokenize_lowercase(self):
"""Test that tokenization lowercases text."""
memory = FinancialSituationMemory("test")
tokens = memory._tokenize("HELLO World")
assert all(token.islower() for token in tokens)
@pytest.mark.unit
def test_tokenize_splits_on_punctuation(self):
"""Test that tokenization splits on punctuation."""
memory = FinancialSituationMemory("test")
tokens = memory._tokenize("hello, world! test.")
assert tokens == ["hello", "world", "test"]
@pytest.mark.unit
def test_tokenize_handles_numbers(self):
"""Test that tokenization handles numbers."""
memory = FinancialSituationMemory("test")
tokens = memory._tokenize("price 123.45 dollars")
assert "123" in tokens
assert "45" in tokens
@pytest.mark.unit
def test_unicode_handling(self):
"""Test that memory handles Unicode content."""
memory = FinancialSituationMemory("test")
memory.add_situations([
("欧洲市场波动加剧", "考虑减少欧洲敞口"),
("日本央行政策调整", "关注汇率变化"),
])
results = memory.get_memories("欧洲市场", n_matches=1)
assert len(results) == 1
assert "欧洲" in results[0]["matched_situation"]

View File

@ -78,7 +78,7 @@ class FinancialSituationMemory:
# Build results
results = []
max_score = max(scores) if max(scores) > 0 else 1 # Normalize scores
max_score = float(scores.max()) if len(scores) > 0 and scores.max() > 0 else 1.0
for idx in top_indices:
# Normalize score to 0-1 range for consistency

View File

@ -0,0 +1,186 @@
"""Configuration validation for the TradingAgents framework.
This module provides validation functions to ensure configuration
settings are correct before runtime.
"""
import os
from typing import Any
# Valid LLM providers
VALID_PROVIDERS = ["openai", "anthropic", "google", "xai", "ollama", "openrouter"]
# Valid data vendors
VALID_DATA_VENDORS = ["yfinance", "alpha_vantage"]
# Required API key environment variables by provider
PROVIDER_API_KEYS = {
"openai": "OPENAI_API_KEY",
"anthropic": "ANTHROPIC_API_KEY",
"google": "GOOGLE_API_KEY",
"xai": "XAI_API_KEY",
"openrouter": "OPENROUTER_API_KEY",
}
def validate_config(config: dict[str, Any]) -> list[str]:
"""Validate configuration dictionary.
Args:
config: Configuration dictionary to validate.
Returns:
List of validation error messages (empty if valid).
Example:
>>> errors = validate_config(config)
>>> if errors:
... print("Configuration errors:", errors)
"""
errors = []
# Validate LLM provider
provider = config.get("llm_provider", "").lower()
if provider not in VALID_PROVIDERS:
errors.append(
f"Invalid llm_provider: '{provider}'. Must be one of {VALID_PROVIDERS}"
)
# Validate deep_think_llm
if not config.get("deep_think_llm"):
errors.append("deep_think_llm is required")
# Validate quick_think_llm
if not config.get("quick_think_llm"):
errors.append("quick_think_llm is required")
# Validate data vendors
data_vendors = config.get("data_vendors", {})
for category, vendor in data_vendors.items():
if vendor not in VALID_DATA_VENDORS:
errors.append(
f"Invalid data vendor for {category}: '{vendor}'. "
f"Must be one of {VALID_DATA_VENDORS}"
)
# Validate tool vendors
tool_vendors = config.get("tool_vendors", {})
for tool, vendor in tool_vendors.items():
if vendor not in VALID_DATA_VENDORS:
errors.append(
f"Invalid tool vendor for {tool}: '{vendor}'. "
f"Must be one of {VALID_DATA_VENDORS}"
)
# Validate numeric settings
max_debate_rounds = config.get("max_debate_rounds", 1)
if not isinstance(max_debate_rounds, int) or max_debate_rounds < 1:
errors.append("max_debate_rounds must be a positive integer")
max_risk_discuss_rounds = config.get("max_risk_discuss_rounds", 1)
if not isinstance(max_risk_discuss_rounds, int) or max_risk_discuss_rounds < 1:
errors.append("max_risk_discuss_rounds must be a positive integer")
max_recur_limit = config.get("max_recur_limit", 100)
if not isinstance(max_recur_limit, int) or max_recur_limit < 1:
errors.append("max_recur_limit must be a positive integer")
return errors
def validate_api_keys(config: dict[str, Any]) -> list[str]:
"""Validate that required API keys are set for the configured provider.
Args:
config: Configuration dictionary containing llm_provider.
Returns:
List of validation error messages (empty if valid).
Example:
>>> errors = validate_api_keys(config)
>>> if errors:
... print("Missing API keys:", errors)
"""
errors = []
provider = config.get("llm_provider", "").lower()
env_key = PROVIDER_API_KEYS.get(provider)
if env_key and not os.environ.get(env_key):
errors.append(f"{env_key} not set for {provider} provider")
# Check for Alpha Vantage key if using alpha_vantage vendor
data_vendors = config.get("data_vendors", {})
tool_vendors = config.get("tool_vendors", {})
uses_alpha_vantage = (
any(v == "alpha_vantage" for v in data_vendors.values()) or
any(v == "alpha_vantage" for v in tool_vendors.values())
)
if uses_alpha_vantage and not os.environ.get("ALPHA_VANTAGE_API_KEY"):
errors.append("ALPHA_VANTAGE_API_KEY not set but alpha_vantage vendor is configured")
return errors
def validate_config_full(config: dict[str, Any]) -> list[str]:
"""Perform full configuration validation including API keys.
Args:
config: Configuration dictionary to validate.
Returns:
List of all validation error messages (empty if valid).
Example:
>>> errors = validate_config_full(config)
>>> if errors:
... for error in errors:
... print(f"Error: {error}")
... sys.exit(1)
"""
errors = validate_config(config)
errors.extend(validate_api_keys(config))
return errors
def get_validation_report(config: dict[str, Any]) -> str:
"""Get a human-readable validation report.
Args:
config: Configuration dictionary to validate.
Returns:
Formatted string with validation results.
Example:
>>> report = get_validation_report(config)
>>> print(report)
"""
errors = validate_config_full(config)
lines = ["Configuration Validation Report", "=" * 40]
# Show configuration summary
lines.append(f"\nLLM Provider: {config.get('llm_provider', 'not set')}")
lines.append(f"Deep Think LLM: {config.get('deep_think_llm', 'not set')}")
lines.append(f"Quick Think LLM: {config.get('quick_think_llm', 'not set')}")
lines.append(f"Max Debate Rounds: {config.get('max_debate_rounds', 'not set')}")
lines.append(f"Max Risk Discuss Rounds: {config.get('max_risk_discuss_rounds', 'not set')}")
data_vendors = config.get("data_vendors", {})
if data_vendors:
lines.append("\nData Vendors:")
for category, vendor in data_vendors.items():
lines.append(f" {category}: {vendor}")
if errors:
lines.append("\nValidation Errors:")
for error in errors:
lines.append(f" - {error}")
else:
lines.append("\n✓ Configuration is valid")
return "\n".join(lines)

View File

@ -1,12 +1,11 @@
import os
_TRADINGAGENTS_HOME = os.path.join(os.path.expanduser("~"), ".tradingagents")
DEFAULT_CONFIG = {
"project_dir": os.path.abspath(os.path.join(os.path.dirname(__file__), ".")),
"results_dir": os.getenv("TRADINGAGENTS_RESULTS_DIR", "./results"),
"data_cache_dir": os.path.join(
os.path.abspath(os.path.join(os.path.dirname(__file__), ".")),
"dataflows/data_cache",
),
"results_dir": os.getenv("TRADINGAGENTS_RESULTS_DIR", os.path.join(_TRADINGAGENTS_HOME, "logs")),
"data_cache_dir": os.getenv("TRADINGAGENTS_CACHE_DIR", os.path.join(_TRADINGAGENTS_HOME, "cache")),
# LLM settings
"llm_provider": "openai",
"deep_think_llm": "gpt-5.4",

View File

@ -66,10 +66,8 @@ class TradingAgentsGraph:
set_config(self.config)
# Create necessary directories
os.makedirs(
os.path.join(self.config["project_dir"], "dataflows/data_cache"),
exist_ok=True,
)
os.makedirs(self.config["data_cache_dir"], exist_ok=True)
os.makedirs(self.config["results_dir"], exist_ok=True)
# Initialize LLMs with provider-specific thinking configuration
llm_kwargs = self._get_provider_kwargs()

View File

@ -0,0 +1,52 @@
import os
from typing import Any, Optional
from langchain_openai import AzureChatOpenAI
from .base_client import BaseLLMClient, normalize_content
from .validators import validate_model
_PASSTHROUGH_KWARGS = (
"timeout", "max_retries", "api_key", "reasoning_effort",
"callbacks", "http_client", "http_async_client",
)
class NormalizedAzureChatOpenAI(AzureChatOpenAI):
"""AzureChatOpenAI with normalized content output."""
def invoke(self, input, config=None, **kwargs):
return normalize_content(super().invoke(input, config, **kwargs))
class AzureOpenAIClient(BaseLLMClient):
"""Client for Azure OpenAI deployments.
Requires environment variables:
AZURE_OPENAI_API_KEY: API key
AZURE_OPENAI_ENDPOINT: Endpoint URL (e.g. https://<resource>.openai.azure.com/)
AZURE_OPENAI_DEPLOYMENT_NAME: Deployment name
OPENAI_API_VERSION: API version (e.g. 2025-03-01-preview)
"""
def __init__(self, model: str, base_url: Optional[str] = None, **kwargs):
super().__init__(model, base_url, **kwargs)
def get_llm(self) -> Any:
"""Return configured AzureChatOpenAI instance."""
self.warn_if_unknown_model()
llm_kwargs = {
"model": self.model,
"azure_deployment": os.environ.get("AZURE_OPENAI_DEPLOYMENT_NAME", self.model),
}
for key in _PASSTHROUGH_KWARGS:
if key in self.kwargs:
llm_kwargs[key] = self.kwargs[key]
return NormalizedAzureChatOpenAI(**llm_kwargs)
def validate_model(self) -> bool:
"""Azure accepts any deployed model name."""
return True

View File

@ -4,6 +4,12 @@ from .base_client import BaseLLMClient
from .openai_client import OpenAIClient
from .anthropic_client import AnthropicClient
from .google_client import GoogleClient
from .azure_client import AzureOpenAIClient
# Providers that use the OpenAI-compatible chat completions API
_OPENAI_COMPATIBLE = (
"openai", "xai", "deepseek", "qwen", "glm", "ollama", "openrouter",
)
def create_llm_client(
@ -15,16 +21,10 @@ def create_llm_client(
"""Create an LLM client for the specified provider.
Args:
provider: LLM provider (openai, anthropic, google, xai, ollama, openrouter)
provider: LLM provider name
model: Model name/identifier
base_url: Optional base URL for API endpoint
**kwargs: Additional provider-specific arguments
- http_client: Custom httpx.Client for SSL proxy or certificate customization
- http_async_client: Custom httpx.AsyncClient for async operations
- timeout: Request timeout in seconds
- max_retries: Maximum retry attempts
- api_key: API key for the provider
- callbacks: LangChain callbacks
Returns:
Configured BaseLLMClient instance
@ -34,16 +34,16 @@ def create_llm_client(
"""
provider_lower = provider.lower()
if provider_lower in ("openai", "ollama", "openrouter"):
if provider_lower in _OPENAI_COMPATIBLE:
return OpenAIClient(model, base_url, provider=provider_lower, **kwargs)
if provider_lower == "xai":
return OpenAIClient(model, base_url, provider="xai", **kwargs)
if provider_lower == "anthropic":
return AnthropicClient(model, base_url, **kwargs)
if provider_lower == "google":
return GoogleClient(model, base_url, **kwargs)
if provider_lower == "azure":
return AzureOpenAIClient(model, base_url, **kwargs)
raise ValueError(f"Unsupported LLM provider: {provider}")

View File

@ -63,8 +63,43 @@ MODEL_OPTIONS: ProviderModeOptions = {
("Grok 4.1 Fast (Non-Reasoning) - Speed optimized, 2M ctx", "grok-4-1-fast-non-reasoning"),
],
},
# OpenRouter models are fetched dynamically at CLI runtime.
# No static entries needed; any model ID is accepted by the validator.
"deepseek": {
"quick": [
("DeepSeek V3.2", "deepseek-chat"),
("Custom model ID", "custom"),
],
"deep": [
("DeepSeek V3.2 (thinking)", "deepseek-reasoner"),
("DeepSeek V3.2", "deepseek-chat"),
("Custom model ID", "custom"),
],
},
"qwen": {
"quick": [
("Qwen 3.5 Flash", "qwen3.5-flash"),
("Qwen Plus", "qwen-plus"),
("Custom model ID", "custom"),
],
"deep": [
("Qwen 3.6 Plus", "qwen3.6-plus"),
("Qwen 3.5 Plus", "qwen3.5-plus"),
("Qwen 3 Max", "qwen3-max"),
("Custom model ID", "custom"),
],
},
"glm": {
"quick": [
("GLM-4.7", "glm-4.7"),
("GLM-5", "glm-5"),
("Custom model ID", "custom"),
],
"deep": [
("GLM-5.1", "glm-5.1"),
("GLM-5", "glm-5"),
("Custom model ID", "custom"),
],
},
# OpenRouter: fetched dynamically. Azure: any deployed model name.
"ollama": {
"quick": [
("Qwen3:latest (8B, local)", "qwen3:latest"),

View File

@ -27,6 +27,9 @@ _PASSTHROUGH_KWARGS = (
# Provider base URLs and API key env vars
_PROVIDER_CONFIG = {
"xai": ("https://api.x.ai/v1", "XAI_API_KEY"),
"deepseek": ("https://api.deepseek.com", "DEEPSEEK_API_KEY"),
"qwen": ("https://dashscope-intl.aliyuncs.com/compatible-mode/v1", "DASHSCOPE_API_KEY"),
"glm": ("https://api.z.ai/api/paas/v4/", "ZHIPU_API_KEY"),
"openrouter": ("https://openrouter.ai/api/v1", "OPENROUTER_API_KEY"),
"ollama": ("http://localhost:11434/v1", None),
}

View File

@ -0,0 +1,132 @@
"""Logging configuration for the TradingAgents framework.
This module provides structured logging setup for consistent log formatting
across all framework components.
"""
import logging
import sys
from datetime import datetime, timezone
from pathlib import Path
def setup_logging(
level: str = "INFO",
log_file: Path | None = None,
name: str = "tradingagents",
) -> logging.Logger:
"""Configure logging for the trading agents framework.
Args:
level: Log level (DEBUG, INFO, WARNING, ERROR, CRITICAL).
log_file: Optional file path for log output.
name: Logger name, defaults to 'tradingagents'.
Returns:
Configured logger instance.
Example:
>>> logger = setup_logging("DEBUG", Path("logs/trading.log"))
>>> logger.info("Starting trading analysis")
"""
logger = logging.getLogger(name)
logger.setLevel(getattr(logging, level.upper()))
# Remove existing handlers to avoid duplicates
logger.handlers = []
formatter = logging.Formatter(
"%(asctime)s - %(name)s - %(levelname)s - %(message)s",
datefmt="%Y-%m-%d %H:%M:%S",
)
# Console handler
console_handler = logging.StreamHandler(sys.stdout)
console_handler.setFormatter(formatter)
logger.addHandler(console_handler)
# File handler (optional)
if log_file:
log_file = Path(log_file)
log_file.parent.mkdir(parents=True, exist_ok=True)
file_handler = logging.FileHandler(log_file)
file_handler.setFormatter(formatter)
logger.addHandler(file_handler)
return logger
def get_logger(name: str) -> logging.Logger:
"""Get a logger with the given name.
Args:
name: Logger name (typically __name__ of the module).
Returns:
Logger instance.
Example:
>>> logger = get_logger(__name__)
>>> logger.info("Module loaded")
"""
return logging.getLogger(name)
class TradingAgentsLogger:
"""Context manager for logging trading operations.
Provides structured logging with timing information for operations.
Example:
>>> with TradingAgentsLogger("market_analysis", "AAPL") as log:
... # Perform analysis
... log.info("Fetching market data")
"""
def __init__(self, operation: str, symbol: str | None = None):
"""Initialize the logger context.
Args:
operation: Name of the operation being logged.
symbol: Optional trading symbol being analyzed.
"""
self.operation = operation
self.symbol = symbol
self.logger = get_logger(f"tradingagents.{operation}")
self.start_time: datetime | None = None
def __enter__(self) -> "TradingAgentsLogger":
"""Enter the logging context."""
self.start_time = datetime.now(timezone.utc)
msg = f"Starting {self.operation}"
if self.symbol:
msg += f" for {self.symbol}"
self.logger.info(msg)
return self
def __exit__(self, exc_type, exc_val, exc_tb):
"""Exit the logging context."""
if self.start_time:
duration = (datetime.now(timezone.utc) - self.start_time).total_seconds()
if exc_type:
self.logger.error(
f"{self.operation} failed after {duration:.2f}s: {exc_val}"
)
else:
self.logger.info(f"{self.operation} completed in {duration:.2f}s")
def info(self, message: str):
"""Log an info message."""
self.logger.info(message)
def warning(self, message: str):
"""Log a warning message."""
self.logger.warning(message)
def error(self, message: str):
"""Log an error message."""
self.logger.error(message)
def debug(self, message: str):
"""Log a debug message."""
self.logger.debug(message)

95
tradingagents/types.py Normal file
View File

@ -0,0 +1,95 @@
"""Shared type definitions for the TradingAgents framework.
This module provides TypedDict classes and type aliases used across
the framework for consistent type checking and documentation.
"""
from typing import Any
from typing_extensions import TypedDict
class MarketData(TypedDict):
"""Market data structure for stock price information.
Attributes:
ticker: Stock ticker symbol.
date: Trading date string.
open: Opening price.
high: Highest price of the day.
low: Lowest price of the day.
close: Closing price.
volume: Trading volume.
"""
ticker: str
date: str
open: float
high: float
low: float
close: float
volume: int
class AgentResponse(TypedDict):
"""Response from an agent node execution.
Attributes:
messages: List of messages to add to the conversation.
report: Generated report content (if applicable).
sender: Name of the sending agent.
"""
messages: list[Any]
report: str
sender: str
class ConfigDict(TypedDict, total=False):
"""Configuration dictionary structure.
Attributes:
project_dir: Project root directory.
results_dir: Directory for storing results.
data_cache_dir: Directory for caching data.
llm_provider: LLM provider name.
deep_think_llm: Model for complex reasoning.
quick_think_llm: Model for fast responses.
backend_url: API endpoint URL.
google_thinking_level: Thinking level for Google models.
openai_reasoning_effort: Reasoning effort for OpenAI models.
max_debate_rounds: Maximum debate rounds between researchers.
max_risk_discuss_rounds: Maximum risk discussion rounds.
max_recur_limit: Maximum recursion limit for graph.
data_vendors: Category-level vendor configuration.
tool_vendors: Tool-level vendor configuration.
"""
project_dir: str
results_dir: str
data_cache_dir: str
llm_provider: str
deep_think_llm: str
quick_think_llm: str
backend_url: str
google_thinking_level: str | None
openai_reasoning_effort: str | None
max_debate_rounds: int
max_risk_discuss_rounds: int
max_recur_limit: int
data_vendors: dict[str, str]
tool_vendors: dict[str, str]
class MemoryMatch(TypedDict):
"""Result from memory similarity matching.
Attributes:
matched_situation: The stored situation that matched.
recommendation: The associated recommendation.
similarity_score: BM25 similarity score (0-1 normalized).
"""
matched_situation: str
recommendation: str
similarity_score: float