Add dynamic agent registry and options mandate

Introduces a dashboard-managed agent registry (`state/agents.json`) used by nightly research and market-open execution, including support for custom/disabled agents and per-agent time budgets. Expands personas to four agents (adds Maverick), shifts pick targets to include mandatory options, and updates prompts/finalization nudges to enforce option research without hard-failing runs.

Strengthens execution safety by adding option-specific guardrails (conviction floor, premium cap, reserved option slot through trade/day/buying-power caps), validates OCC option symbols in schemas, and normalizes invalid option direction cases. The dashboard was refactored into modular views, adds an Agents admin tab, and improves live portfolio visibility with Alpaca-first data and snapshot fallback.
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Aryan Singh committed 2026-07-07 22:00:20 -05:00
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"""Agent registry merge/override semantics + creds fallback — no network, temp-dir isolated."""
from __future__ import annotations
import json
import pytest
from config import agent_registry as ar
from config.personas import PERSONAS
@pytest.fixture
def reg(tmp_path, monkeypatch):
"""Point the registry at a temp file so tests never touch state/agents.json."""
path = tmp_path / "agents.json"
monkeypatch.setattr(ar, "registry_path", lambda: path)
return path
def test_defaults_when_no_file(reg):
personas = ar.load_personas()
assert [p.id for p in personas] == [p.id for p in PERSONAS]
def test_builtin_override_merges(reg):
ar.upsert_agent("nova", {"time_budget_min": 90, "target_pick_count": 5})
nova = next(p for p in ar.load_personas() if p.id == "nova")
assert nova.time_budget_min == 90
assert nova.target_pick_count == 5
# untouched fields keep code defaults
assert nova.display_name.startswith("Nova")
def test_only_diff_is_stored_for_builtins(reg):
nova_defaults = next(p for p in PERSONAS if p.id == "nova")
ar.upsert_agent("nova", {"time_budget_min": 90, "max_position_pct": nova_defaults.max_position_pct})
stored = ar.load_overrides()["nova"]
assert stored == {"time_budget_min": 90} # same-as-default values not persisted
def test_disabled_agents_excluded(reg):
ar.upsert_agent("atlas", {"enabled": False})
assert "atlas" not in [p.id for p in ar.load_personas()]
assert "atlas" in [p.id for p in ar.load_personas(include_disabled=True)]
def test_custom_agent_created_and_deleted(reg):
ar.upsert_agent("scalper", {"display_name": "Scalper", "system_prompt": "scalp fast"})
scalper = next(p for p in ar.load_personas() if p.id == "scalper")
assert scalper.options_quota == 1 # custom base defaults applied
ar.delete_agent("scalper")
assert "scalper" not in [p.id for p in ar.load_personas()]
def test_custom_agent_requires_prompt_fields(reg):
with pytest.raises(Exception):
ar.upsert_agent("broken", {"display_name": "no prompt"})
def test_corrupt_file_falls_back_to_builtins(reg):
reg.write_text("{not json")
personas = ar.load_personas()
assert [p.id for p in personas] == [p.id for p in PERSONAS]
def test_invalid_override_falls_back_for_that_agent(reg):
reg.write_text(json.dumps({"agents": {"nova": {"max_position_pct": "not-a-number"}}}))
nova = next(p for p in ar.load_personas() if p.id == "nova")
assert nova.max_position_pct == next(p for p in PERSONAS if p.id == "nova").max_position_pct
def test_reset_builtin(reg):
ar.upsert_agent("nova", {"time_budget_min": 45})
ar.delete_agent("nova")
nova = next(p for p in ar.load_personas() if p.id == "nova")
assert nova.time_budget_min is None
def test_env_creds_fallback_for_custom_ids(monkeypatch):
from config.settings import get_settings
monkeypatch.setenv("ALPACA_SCALPER_KEY", "k123")
monkeypatch.setenv("ALPACA_SCALPER_SECRET", "s456")
key, secret = get_settings().alpaca_creds("scalper")
assert (key, secret) == ("k123", "s456")