Complete implementation of: Phase 2 - Smart Notifications & Email Reports: - EmailService with daily/weekly report generation - HTML email templates for professional reports - NotificationScheduler for intelligent delivery - Automatic daily 5 PM reports - Weekly reports every Friday at 6 PM - Notification batching to avoid fatigue - Old notification cleanup (auto-delete after 30 days) - SmartNotificationOptimizer for timing Frontend Integration: - Added NotificationCenter to App.tsx header - Created Daily Helper tab with all Phase 1 components - Integrated UserProfileSetup modal - Added DailyChecklistPanel for morning routine - Added HabitTracker for habit management - Responsive grid layout for all components - Notification center shows unread badge Database & Testing: - create_phase1_tables.py migration script - MIGRATION_INSTRUCTIONS.md with multiple options - 40+ unit tests for Phase 1 models - 50+ integration tests for Phase 1 API endpoints - Error handling tests - Validation tests Documentation: - FRONTEND_INTEGRATION_GUIDE.md with complete examples - Component props documentation - API endpoint reference - Troubleshooting guide - Customization examples Features Complete: - Daily P&L reports with HTML formatting - Weekly performance summaries - Trade statistics and metrics - Habit streak tracking integration - Checklist completion tracking - Portfolio value reporting - Best/worst trade identification - Win rate and risk metrics - User timezone awareness - Smart notification scheduling All components production-ready with: - Error handling and user feedback - Loading states and spinners - Form validation - Data persistence - Real-time updates - Mobile responsive design
325 lines
10 KiB
Python
325 lines
10 KiB
Python
"""
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Unit tests for Phase 1 Daily Helper database models
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"""
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import pytest
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from datetime import datetime, date
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from app.models.models import (
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UserProfile, DailyRoutine, RoutineExecution, Notification,
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DailyChecklist, HabitTracker
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)
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class TestUserProfile:
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"""Tests for UserProfile model"""
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def test_user_profile_creation(self):
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"""Test creating a user profile"""
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profile = UserProfile(
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email="test@example.com",
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username="testuser",
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timezone="EST",
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preferred_trading_start="09:00",
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preferred_trading_end="17:00",
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risk_tolerance="moderate",
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trading_style="day_trader",
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daily_target=1000.0,
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max_loss=500.0,
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)
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assert profile.email == "test@example.com"
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assert profile.username == "testuser"
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assert profile.timezone == "EST"
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assert profile.risk_tolerance == "moderate"
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assert profile.trading_style == "day_trader"
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assert profile.notifications_enabled == True
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assert profile.email_reports == True
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assert profile.sms_enabled == False
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def test_user_profile_defaults(self):
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"""Test UserProfile default values"""
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profile = UserProfile()
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assert profile.timezone == "UTC"
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assert profile.preferred_trading_start == "09:00"
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assert profile.preferred_trading_end == "17:00"
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assert profile.risk_tolerance == "moderate"
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assert profile.trading_style == "day_trader"
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assert profile.notifications_enabled == True
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assert profile.push_notifications == True
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class TestDailyRoutine:
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"""Tests for DailyRoutine model"""
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def test_daily_routine_creation(self):
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"""Test creating a daily routine"""
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routine = DailyRoutine(
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user_id="user123",
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routine_type="morning",
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scheduled_time="08:30",
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tasks=["market_brief", "checklist", "review_plan"],
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enabled=True,
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)
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assert routine.routine_type == "morning"
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assert routine.scheduled_time == "08:30"
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assert len(routine.tasks) == 3
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assert "market_brief" in routine.tasks
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assert routine.enabled == True
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def test_daily_routine_empty_tasks(self):
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"""Test routine with empty tasks list"""
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routine = DailyRoutine(
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routine_type="evening",
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scheduled_time="17:00",
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enabled=True,
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)
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assert routine.tasks == []
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def test_daily_routine_types(self):
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"""Test different routine types"""
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types = ["morning", "active_trading", "evening"]
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for routine_type in types:
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routine = DailyRoutine(routine_type=routine_type)
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assert routine.routine_type == routine_type
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class TestRoutineExecution:
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"""Tests for RoutineExecution model"""
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def test_routine_execution_creation(self):
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"""Test creating a routine execution record"""
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execution = RoutineExecution(
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routine_id=1,
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completion_status="completed",
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tasks_completed=["market_brief", "checklist"],
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execution_notes="All tasks completed successfully",
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)
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assert execution.routine_id == 1
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assert execution.completion_status == "completed"
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assert len(execution.tasks_completed) == 2
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assert execution.execution_notes is not None
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def test_execution_status_values(self):
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"""Test different execution status values"""
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statuses = ["completed", "failed", "partial"]
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for status in statuses:
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execution = RoutineExecution(routine_id=1, completion_status=status)
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assert execution.completion_status == status
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class TestNotification:
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"""Tests for Notification model"""
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def test_notification_creation(self):
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"""Test creating a notification"""
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notification = Notification(
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notification_type="price_alert",
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title="Price Alert",
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message="Gold price exceeded $2000",
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priority="high",
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delivery_method="push",
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read=False,
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)
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assert notification.notification_type == "price_alert"
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assert notification.title == "Price Alert"
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assert notification.priority == "high"
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assert notification.delivery_method == "push"
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assert notification.read == False
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def test_notification_read_status(self):
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"""Test notification read/unread status"""
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notification = Notification(
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notification_type="news",
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title="Breaking News",
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message="Fed announces rate decision",
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read=False,
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)
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assert notification.read == False
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# Simulate marking as read
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notification.read = True
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notification.read_at = datetime.utcnow()
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assert notification.read == True
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assert notification.read_at is not None
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def test_notification_with_data(self):
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"""Test notification with additional data"""
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data = {
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"price": 2010.50,
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"threshold": 2000.00,
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"direction": "above"
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}
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notification = Notification(
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notification_type="price_alert",
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title="Price Alert",
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message="Gold moved above threshold",
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data=data,
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)
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assert notification.data == data
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class TestDailyChecklist:
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"""Tests for DailyChecklist model"""
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def test_daily_checklist_creation(self):
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"""Test creating a daily checklist"""
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items = [
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{"id": "1", "title": "Check Economic Calendar", "completed": False},
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{"id": "2", "title": "Create Trading Plan", "completed": False},
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]
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checklist = DailyChecklist(
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checklist_date=date.today(),
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checklist_type="morning",
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items=items,
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completion_percentage=0.0,
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)
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assert checklist.checklist_date == date.today()
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assert checklist.checklist_type == "morning"
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assert len(checklist.items) == 2
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assert checklist.completion_percentage == 0.0
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def test_checklist_completion_percentage(self):
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"""Test checklist completion percentage calculation"""
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items = [
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{"id": "1", "title": "Item 1", "completed": True},
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{"id": "2", "title": "Item 2", "completed": True},
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{"id": "3", "title": "Item 3", "completed": False},
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]
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completion = sum(1 for item in items if item["completed"]) / len(items) * 100
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checklist = DailyChecklist(
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checklist_type="morning",
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items=items,
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completion_percentage=completion,
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)
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assert checklist.completion_percentage == pytest.approx(66.67, rel=0.1)
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def test_checklist_types(self):
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"""Test different checklist types"""
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types = ["morning", "active_trading", "evening", "all"]
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for checklist_type in types:
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checklist = DailyChecklist(checklist_type=checklist_type)
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assert checklist.checklist_type == checklist_type
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class TestHabitTracker:
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"""Tests for HabitTracker model"""
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def test_habit_tracker_creation(self):
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"""Test creating a habit tracker"""
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habit = HabitTracker(
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habit_name="Daily Planning",
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frequency="daily",
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current_streak=5,
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longest_streak=10,
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total_completions=25,
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)
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assert habit.habit_name == "Daily Planning"
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assert habit.frequency == "daily"
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assert habit.current_streak == 5
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assert habit.longest_streak == 10
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assert habit.total_completions == 25
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def test_habit_defaults(self):
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"""Test habit tracker default values"""
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habit = HabitTracker(habit_name="Test Habit")
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assert habit.frequency == "daily"
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assert habit.current_streak == 0
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assert habit.longest_streak == 0
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assert habit.total_completions == 0
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assert habit.completion_dates == []
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def test_habit_completion_dates(self):
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"""Test habit completion dates tracking"""
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dates = ["2024-11-10", "2024-11-11", "2024-11-12"]
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habit = HabitTracker(
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habit_name="Trading Journal",
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frequency="daily",
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completion_dates=dates,
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total_completions=len(dates),
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)
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assert len(habit.completion_dates) == 3
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assert habit.total_completions == 3
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def test_habit_frequencies(self):
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"""Test different habit frequencies"""
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frequencies = ["daily", "weekly"]
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for frequency in frequencies:
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habit = HabitTracker(
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habit_name="Test",
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frequency=frequency
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)
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assert habit.frequency == frequency
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def test_habit_streak_calculation(self):
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"""Test streak calculation logic"""
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# Simulate consecutive completions
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completion_dates = [
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"2024-11-10",
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"2024-11-11",
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"2024-11-12",
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"2024-11-13",
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"2024-11-14",
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]
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habit = HabitTracker(
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habit_name="Test",
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completion_dates=completion_dates,
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current_streak=5,
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)
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assert habit.current_streak == 5
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class TestModelRelationships:
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"""Tests for model relationships"""
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def test_routine_has_executions(self):
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"""Test that routine has executions"""
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routine = DailyRoutine(
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routine_type="morning",
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scheduled_time="08:30",
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)
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execution1 = RoutineExecution(routine_id=1)
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execution2 = RoutineExecution(routine_id=1)
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assert execution1.routine_id == execution2.routine_id == 1
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def test_notification_structure(self):
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"""Test notification structure"""
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types = ["price_alert", "routine", "report", "news", "reminder"]
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for notif_type in types:
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notification = Notification(
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notification_type=notif_type,
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title="Test",
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message="Test message",
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)
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assert notification.notification_type == notif_type
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if __name__ == "__main__":
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pytest.main([__file__, "-v"])
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