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The verify_node-related helpers (_normalize, _get_all_tool_outputs) referenced
by an earlier version of this file were removed when verify_node was retired
in favour of the post-synthesis reliability pass (see agent/post_synthesis.py).
"""
import json
from langchain_core.messages import AIMessage, HumanMessage, ToolMessage
from agent.evidence import (
NO_VERIFIED_SYNTHESIS_MESSAGE,
evidence_envelope,
make_evidence_record,
parse_evidence_envelope,
)
from agent.graph import (
should_continue,
nudge_node,
AgentState,
_extract_json,
_cap_signals,
_format_signals_message,
MAX_EDGE_SIGNALS,
MAX_FILING_SIGNALS,
MAX_TRANSCRIPT_SIGNALS,
_coverage_report,
_finalize_synthesis_profile,
_partial_brief,
_pop_company_profile,
profile_evidence_node,
create_graph,
)
from agent.llm import RunConfig
def _state(messages, tool_round_count, nudge_fired: bool = False) -> AgentState:
return {
"ticker": "AAPL",
"messages": messages,
"tool_round_count": tool_round_count,
"nudge_fired": nudge_fired,
"edge_signals": None,
"profile_payloads": None,
"language": "English",
"brief": None,
"brief_markdown": None,
"synthesis_error": None,
"coverage": None,
"verification_report": None,
}
def _ai_with_tools():
return AIMessage(
content="",
tool_calls=[{"id": "c1", "name": "get_financial_metrics", "args": {"ticker": "AAPL"}}],
)
def _ai_done():
return AIMessage(content="I have all the information I need.", tool_calls=[])
_SOURCE_BY_TOOL = {
"get_financial_metrics": "metrics",
"search_filing": "10-Q",
"search_transcript": "transcript",
"search_news": "news",
"get_analyst_expectations": "analyst",
}
def _tool_msg(name: str, content: str | None = None, suffix: str = "1") -> ToolMessage:
text = content or f"Verified evidence returned by {name}."
record = make_evidence_record(
source=_SOURCE_BY_TOOL[name],
content=text,
document_id=f"test:{name}:{suffix}",
chunk_id="0",
as_of="2026-04-30",
)
return ToolMessage(
content=evidence_envelope(
tool=name,
records=[record],
query={"ticker": "AAPL"},
),
name=name,
tool_call_id=f"id_{name}_{suffix}",
)
def _empty_tool_msg(name: str) -> ToolMessage:
return ToolMessage(
content=evidence_envelope(
tool=name,
status="EMPTY",
message="No evidence found.",
query={"ticker": "AAPL"},
),
name=name,
tool_call_id=f"id_{name}_empty",
)
def _error_tool_msg(name: str) -> ToolMessage:
return ToolMessage(
content=evidence_envelope(
tool=name,
status="ERROR",
message="Retrieval failed.",
error_code="TEST_ERROR",
query={"ticker": "AAPL"},
),
name=name,
tool_call_id=f"id_{name}_error",
)
def test_profile_evidence_node_injects_parseable_envelopes(monkeypatch):
payloads = [
evidence_envelope(
tool="search_filing",
records=[make_evidence_record(
source="10-K",
content=f"Profile evidence {index}.",
document_id=f"sec:AAPL:profile:{index}",
chunk_id=str(index),
)],
)
for index in range(2)
]
monkeypatch.setattr(
"agent.company_profile.collect_profile_evidence",
lambda ticker, include_metrics=True: payloads,
)
result = profile_evidence_node(_state([], 0))
assert result["profile_payloads"] == payloads
assert len(result["messages"]) == 3
assert all(isinstance(message, HumanMessage) for message in result["messages"])
assert result["messages"][0].content == (
"== COMPANY PROFILE EVIDENCE "
"(deterministic retrieval, evidence.v1 envelopes follow) =="
)
assert parse_evidence_envelope(result["messages"][0]) is None
assert all(
parse_evidence_envelope(message) is not None
for message in result["messages"][1:]
)
assert [message.content for message in result["messages"][1:]] == payloads
monkeypatch.setattr(
"agent.company_profile.collect_profile_evidence",
lambda ticker, include_metrics=True: [],
)
assert profile_evidence_node(_state([], 0)) == {
"profile_payloads": [],
"messages": [],
}
def test_partial_brief_has_company_profile_none():
partial = _partial_brief(_state([], 0), "No usable evidence.")
assert partial["company_profile"] is None
def test_synthesis_zero_verified_keeps_filtered_brief_not_partial_skeleton(monkeypatch):
fact = {
"text": "Revenue increased 12%.",
"source": "10-Q",
"reliability": "HIGH",
"evidence_snippet": "Revenue increased 12%.",
}
brief_json = json.dumps({
"ticker": "AAPL",
"company_name": "Apple Inc.",
"filing_date": "2026-04-30",
"what_matters_most": "Unsupported synthesis commentary.",
"standout_number": fact,
"what_changed": [],
"bull_points": [fact],
"bear_points": [],
"what_to_watch": ["Watch Q3 gross margin"],
"trends": [],
"mda_summary": {
"drivers": [],
"headwinds": [],
"language_shift": "No prior-period comparison was available.",
"key_quote": fact,
},
"risks_categorized": [],
"management_commentary": [],
"guidance_history": [],
"sentiment": None,
"market_expectations": None,
})
class FakeLLM:
def bind_tools(self, tools):
return self
def invoke(self, messages):
return AIMessage(content="done", tool_calls=[])
def stream(self, messages):
yield AIMessage(content=brief_json)
monkeypatch.setattr("analysis.textdiff.compute", lambda ticker: [])
monkeypatch.setattr("analysis.tone_drift.compute", lambda ticker: [])
monkeypatch.setattr(
"agent.company_profile.collect_profile_evidence",
lambda ticker, include_metrics=True: [],
)
monkeypatch.setattr("agent.graph.make_chat_model", lambda *args, **kwargs: FakeLLM())
cfg = RunConfig(
provider="anthropic",
model="claude-haiku-4-5-20251001",
api_key="sk-ant-test",
)
initial_state = _state([
HumanMessage(content="Generate a research brief for AAPL."),
_tool_msg("get_financial_metrics"),
_tool_msg("search_filing"),
_tool_msg("search_filing", suffix="2"),
_tool_msg("search_transcript"),
], 0)
final = create_graph(cfg).invoke(initial_state)
brief = final["brief"]
assert brief["status"] == "PARTIAL"
assert brief["what_matters_most"] == NO_VERIFIED_SYNTHESIS_MESSAGE
assert brief["bull_points"] == []
assert brief["what_to_watch"] == ["Watch Q3 gross margin"]
assert brief["filing_date"] == "2026-04-30"
assert brief["model"] == cfg.model
assert brief["generated_at"]
assert brief["evidence_coverage"]["verified"] == 0
assert brief["coverage"]
def test_synthesis_requests_expanded_max_tokens(monkeypatch):
fact = {
"text": "Revenue increased 12%.",
"source": "10-Q",
"reliability": "HIGH",
"evidence_snippet": "Revenue increased 12%.",
}
brief_json = json.dumps({
"ticker": "AAPL",
"company_name": "Apple Inc.",
"filing_date": "2026-04-30",
"what_matters_most": "Unsupported synthesis commentary.",
"standout_number": fact,
"what_changed": [],
"bull_points": [fact],
"bear_points": [],
"what_to_watch": ["Watch Q3 gross margin"],
"trends": [],
"mda_summary": {
"drivers": [],
"headwinds": [],
"language_shift": "No prior-period comparison was available.",
"key_quote": fact,
},
"risks_categorized": [],
"management_commentary": [],
"guidance_history": [],
"sentiment": None,
"market_expectations": None,
})
class FakeLLM:
def bind_tools(self, tools):
return self
def invoke(self, messages):
return AIMessage(content="done", tool_calls=[])
def stream(self, messages):
yield AIMessage(content=brief_json)
calls = []
def spy_make_chat_model(*args, **kwargs):
calls.append(kwargs)
return FakeLLM()
monkeypatch.setattr("analysis.textdiff.compute", lambda ticker: [])
monkeypatch.setattr("analysis.tone_drift.compute", lambda ticker: [])
monkeypatch.setattr(
"agent.company_profile.collect_profile_evidence",
lambda ticker, include_metrics=True: [],
)
monkeypatch.setattr("agent.graph.make_chat_model", spy_make_chat_model)
cfg = RunConfig(
provider="anthropic",
model="claude-haiku-4-5-20251001",
api_key="sk-ant-test",
)
initial_state = _state([
HumanMessage(content="Generate a research brief for AAPL."),
_tool_msg("get_financial_metrics"),
_tool_msg("search_filing"),
_tool_msg("search_filing", suffix="2"),
_tool_msg("search_transcript"),
], 0)
create_graph(cfg).invoke(initial_state)
from agent.graph import SYNTHESIS_MAX_TOKENS
assert SYNTHESIS_MAX_TOKENS == 64000
assert any(
kwargs.get("max_tokens") == SYNTHESIS_MAX_TOKENS
for kwargs in calls
)
def test_synthesis_truncation_produces_explicit_partial_reason(monkeypatch):
class FakeLLM:
def bind_tools(self, tools):
return self
def invoke(self, messages):
return AIMessage(content="done", tool_calls=[])
def stream(self, messages):
yield AIMessage(
content='{"ticker": "AAPL", "company_name": "Apple',
response_metadata={"stop_reason": "max_tokens"},
)
monkeypatch.setattr("analysis.textdiff.compute", lambda ticker: [])
monkeypatch.setattr("analysis.tone_drift.compute", lambda ticker: [])
monkeypatch.setattr(
"agent.company_profile.collect_profile_evidence",
lambda ticker, include_metrics=True: [],
)
monkeypatch.setattr("agent.graph.make_chat_model", lambda *args, **kwargs: FakeLLM())
cfg = RunConfig(
provider="anthropic",
model="claude-haiku-4-5-20251001",
api_key="sk-ant-test",
)
initial_state = _state([
HumanMessage(content="Generate a research brief for AAPL."),
_tool_msg("get_financial_metrics"),
_tool_msg("search_filing"),
_tool_msg("search_filing", suffix="2"),
_tool_msg("search_transcript"),
], 0)
final = create_graph(cfg).invoke(initial_state)
brief = final["brief"]
assert brief["status"] == "PARTIAL"
assert "truncated" in brief["evidence_notes"][0]
assert "token limit" in brief["evidence_notes"][0]
assert not brief["evidence_notes"][0].startswith("Synthesis failed validation")
assert "truncated" in final["synthesis_error"]
def test_partial_brief_falls_back_to_metrics_db(monkeypatch):
monkeypatch.setattr(
"storage.metrics_db.get_metrics",
lambda ticker: {
"company_name": "Apple Inc.",
"filing_date": "2026-07-31",
"period": "Q32026",
"form_type": "10-Q",
},
)
partial = _partial_brief(
_state([], 0), "Required evidence was unavailable or invalid."
)
assert partial["company_name"] == "Apple Inc."
assert partial["filing_date"] == "2026-07-31"
assert partial["data_as_of"] == "2026-07-31"
assert partial["what_matters_most"] == NO_VERIFIED_SYNTHESIS_MESSAGE
assert partial["evidence_notes"][0] == "Required evidence was unavailable or invalid."
def test_partial_brief_metrics_db_failure_falls_back_to_uppercase_ticker(monkeypatch):
def fail_metrics_lookup(ticker):
raise RuntimeError("metrics unavailable")
monkeypatch.setattr("storage.metrics_db.get_metrics", fail_metrics_lookup)
partial = _partial_brief(_state([], 0), "No usable evidence.")
assert partial["company_name"] == "AAPL"
assert partial["filing_date"] == ""
def test_synthesis_pops_company_profile_before_validation(monkeypatch):
from agent.post_synthesis import apply_reliability
from agent.schemas import BriefOutput
record = make_evidence_record(
source="10-Q",
content="Revenue increased due to higher demand.",
document_id="sec:AAPL:brief",
chunk_id="mda:0",
as_of="2026-04-30",
)
fact = {
"text": "Revenue increased due to higher demand.",
"source": "10-Q",
"reliability": "HIGH",
"evidence_snippet": "Revenue increased due to higher demand.",
"evidence_ref": record.ref.model_dump(mode="json"),
}
payload = evidence_envelope(tool="search_filing", records=[record])
data = {
"ticker": "AAPL",
"company_name": "Apple Inc.",
"filing_date": "2026-04-30",
"what_matters_most": "Verified demand evidence is the central fact.",
"standout_number": fact,
"what_changed": [],
"bull_points": [],
"bear_points": [],
"what_to_watch": [],
"trends": [],
"mda_summary": {
"drivers": [],
"headwinds": [],
"language_shift": "No verified cross-period shift.",
"key_quote": fact,
},
"risks_categorized": [],
"management_commentary": [],
"guidance_history": [],
"company_profile": {
"business_lines": [{
"name": "Unsupported",
"description": {
**fact,
"text": "This profile fact is not in the record.",
},
}],
},
}
profile_section = _pop_company_profile(data)
brief = BriefOutput.model_validate(data)
verified = apply_reliability(brief.model_dump(), evidence_payloads=[payload])
assert "company_profile" not in data
assert profile_section["business_lines"][0]["name"] == "Unsupported"
assert verified["evidence_coverage"] == {
"status": "VERIFIED",
"verified": 2,
"unverified": 0,
"failed": 0,
"total": 2,
}
finalized = {"ticker": "AAPL", "status": "PARTIAL"}
calls = {}
def fake_finalize(ticker, section, payloads, model):
calls["finalize"] = (ticker, section, payloads, model)
return finalized
def fake_save(ticker, profile):
calls["save"] = (ticker, profile)
monkeypatch.setattr(
"agent.company_profile.finalize_profile_from_synthesis", fake_finalize
)
monkeypatch.setattr("storage.company_profiles.save_profile", fake_save)
state = _state([_tool_msg("search_filing")], 1)
state["profile_payloads"] = [payload]
assert _finalize_synthesis_profile(state, profile_section, "test-model") == finalized
assert calls["finalize"][0] == "AAPL"
assert calls["finalize"][2] == state["messages"] + [payload]
assert calls["save"] == ("AAPL", finalized)
monkeypatch.setattr(
"agent.company_profile.finalize_profile_from_synthesis",
lambda *args: (_ for _ in ()).throw(RuntimeError("profile failed")),
)
before_failure = {k: v for k, v in verified.items() if k != "company_profile"}
verified["company_profile"] = _finalize_synthesis_profile(
state, profile_section, "test-model"
)
assert verified["company_profile"] is None
assert {key: value for key, value in verified.items() if key != "company_profile"} == before_failure
# ββ Cap-based routing (existing tests, renamed) ββββββββββββββββββββββββββββββ
def test_routes_to_synthesis_when_no_tool_calls():
# Coverage satisfied with valid evidence.v1 records.
messages = [
HumanMessage(content="brief"),
_tool_msg("get_financial_metrics"),
_tool_msg("search_filing"),
_tool_msg("search_filing", suffix="2"),
_tool_msg("search_transcript"),
_ai_done(),
]
state = _state(messages, tool_round_count=3)
assert should_continue(state) == "synthesis"
def test_routes_to_tools_when_tool_calls_under_cap():
state = _state([HumanMessage(content="brief"), _ai_with_tools()], tool_round_count=3)
assert should_continue(state) == "tools"
def test_routes_to_partial_at_cap_without_evidence_floor():
state = _state([HumanMessage(content="brief"), _ai_with_tools()], tool_round_count=10)
assert should_continue(state) == "partial"
def test_routes_to_partial_above_cap_without_evidence_floor():
state = _state([HumanMessage(content="brief"), _ai_with_tools()], tool_round_count=11)
assert should_continue(state) == "partial"
# ββ Nudge / minimum-evidence floor βββββββββββββββββββββββββββββββββββββββββββ
def test_routes_to_nudge_when_no_filing_or_transcript_evidence():
"""Agent stops, but filing + transcript never called β force one more round."""
messages = [
HumanMessage(content="brief"),
_tool_msg("get_financial_metrics"),
_tool_msg("get_analyst_expectations"),
_ai_done(),
]
state = _state(messages, tool_round_count=2, nudge_fired=False)
assert should_continue(state) == "nudge"
def test_routes_to_nudge_when_only_filing_present():
"""Filing touched but transcript missing β still nudge."""
messages = [
HumanMessage(content="brief"),
_tool_msg("search_filing"),
_ai_done(),
]
state = _state(messages, tool_round_count=2, nudge_fired=False)
assert should_continue(state) == "nudge"
def test_routes_to_partial_after_nudge_when_evidence_floor_is_still_missing():
"""The nudge is one-shot, but missing primary evidence still fails closed."""
messages = [
HumanMessage(content="brief"),
_tool_msg("get_financial_metrics"),
_ai_done(),
]
state = _state(messages, tool_round_count=3, nudge_fired=True)
assert should_continue(state) == "partial"
def test_routes_to_synthesis_after_nudge_with_metrics_and_primary_filing():
"""Incomplete secondary coverage may degrade the brief, not fabricate it."""
messages = [
HumanMessage(content="brief"),
_tool_msg("get_financial_metrics"),
_tool_msg("search_filing"),
_ai_done(),
]
state = _state(messages, tool_round_count=3, nudge_fired=True)
assert should_continue(state) == "synthesis"
assert _coverage_report(messages)["status"] == "PARTIAL"
def test_routes_to_synthesis_when_filing_and_transcript_present():
"""Floor satisfied (β₯2 filing calls + transcript) β no nudge, go to synthesis."""
messages = [
HumanMessage(content="brief"),
_tool_msg("get_financial_metrics"),
_tool_msg("search_filing"),
_tool_msg("search_filing", suffix="2"),
_tool_msg("search_transcript"),
_ai_done(),
]
state = _state(messages, tool_round_count=4, nudge_fired=False)
assert should_continue(state) == "synthesis"
def test_nudge_not_triggered_at_cap_but_missing_floor_routes_partial():
"""At cap no extra round is attempted and missing primary evidence is explicit."""
messages = [
HumanMessage(content="brief"),
_tool_msg("get_financial_metrics"),
_ai_done(),
]
state = _state(messages, tool_round_count=10, nudge_fired=False)
assert should_continue(state) == "partial"
def test_nudge_node_sets_flag_and_appends_message():
"""nudge_node must set nudge_fired=True and inject a HumanMessage."""
messages = [
HumanMessage(content="brief"),
_tool_msg("get_financial_metrics"),
_ai_done(),
]
state = _state(messages, tool_round_count=2, nudge_fired=False)
result = nudge_node(state)
assert result["nudge_fired"] is True
assert len(result["messages"]) == 1
new_msg = result["messages"][0]
assert isinstance(new_msg, HumanMessage)
# Should mention both missing tools when neither was called.
assert "search_filing" in new_msg.content
assert "search_transcript" in new_msg.content
def test_nudge_node_mentions_only_missing_tool():
"""If only the transcript requirement is missing, nudge mentions just that one."""
messages = [
HumanMessage(content="brief"),
_tool_msg("get_financial_metrics"),
_tool_msg("search_filing"),
_tool_msg("search_filing", suffix="2"),
_ai_done(),
]
state = _state(messages, tool_round_count=3, nudge_fired=False)
result = nudge_node(state)
new_msg = result["messages"][0]
assert "search_transcript" in new_msg.content
assert "search_filing" not in new_msg.content
def test_plain_text_tool_outputs_never_satisfy_coverage():
messages = [
HumanMessage(content="brief"),
ToolMessage(content="ok", name="get_financial_metrics", tool_call_id="metrics"),
ToolMessage(content="ok", name="search_filing", tool_call_id="filing"),
_ai_done(),
]
state = _state(messages, tool_round_count=3, nudge_fired=True)
assert should_continue(state) == "partial"
assert _coverage_report(messages)["metrics"]["status"] == "NOT_CALLED"
def test_tampered_ok_envelope_is_reported_invalid_and_fails_closed():
valid_message = _tool_msg("get_financial_metrics")
tampered = json.loads(valid_message.content)
tampered["records"][0]["content"] = "Tampered after hashing."
invalid_message = ToolMessage(
content=json.dumps(tampered),
name="get_financial_metrics",
tool_call_id="metrics_tampered",
)
messages = [HumanMessage(content="brief"), invalid_message, _ai_done()]
state = _state(messages, tool_round_count=3, nudge_fired=True)
assert should_continue(state) == "partial"
coverage = _coverage_report(messages)
assert coverage["metrics"]["status"] == "INVALID"
assert coverage["metrics"]["evidence_count"] == 0
def test_envelope_tool_name_and_record_source_must_match_call():
filing_record = make_evidence_record(
source="10-Q",
content="A filing cannot masquerade as the metrics tool.",
document_id="sec:AAPL:wrong-tool",
)
filing_payload = json.loads(evidence_envelope(
tool="search_filing", records=[filing_record]
))
filing_payload["tool"] = "get_financial_metrics"
wrong_source = ToolMessage(
content=json.dumps(filing_payload),
name="get_financial_metrics",
tool_call_id="wrong_source",
)
wrong_name = ToolMessage(
content=evidence_envelope(
tool="search_filing", records=[filing_record]
),
name="get_financial_metrics",
tool_call_id="wrong_name",
)
source_coverage = _coverage_report([wrong_source])
name_coverage = _coverage_report([wrong_name])
assert source_coverage["metrics"]["status"] == "INVALID"
assert source_coverage["metrics"]["evidence_count"] == 0
assert name_coverage["metrics"]["status"] == "NOT_CALLED"
def test_error_envelopes_never_satisfy_evidence_floor():
messages = [
HumanMessage(content="brief"),
_error_tool_msg("get_financial_metrics"),
_error_tool_msg("search_filing"),
_ai_done(),
]
state = _state(messages, tool_round_count=3, nudge_fired=True)
assert should_continue(state) == "partial"
assert _coverage_report(messages)["filings"]["status"] == "ERROR"
def test_empty_transcript_is_a_confirmed_gap_and_does_not_block_synthesis():
messages = [
HumanMessage(content="brief"),
_tool_msg("get_financial_metrics"),
_tool_msg("search_filing"),
_tool_msg("search_filing", suffix="2"),
_empty_tool_msg("search_transcript"),
_ai_done(),
]
state = _state(messages, tool_round_count=4)
assert should_continue(state) == "synthesis"
coverage = _coverage_report(messages)
assert coverage["transcripts"]["status"] == "EMPTY"
assert coverage["status"] == "PARTIAL"
# ββ _extract_json βββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
def test_extract_json_simple_object():
"""Well-formed single object passes through intact."""
raw = '{"ticker": "AAPL", "value": 42}'
result = _extract_json(raw)
assert json.loads(result) == {"ticker": "AAPL", "value": 42}
def test_extract_json_nested_braces():
"""Nested objects are not truncated at the first closing brace."""
raw = '{"a": {"b": 1}, "c": 2}'
result = _extract_json(raw)
assert json.loads(result) == {"a": {"b": 1}, "c": 2}
def test_extract_json_two_objects_concatenated():
"""Two JSON objects concatenated β only the first is returned.
This is the exact failure mode from 'Extra data: line 478 column 1'.
"""
raw = '{"ticker": "NVDA", "value": 1}\n{"ticker": "AAPL", "value": 2}'
result = _extract_json(raw)
parsed = json.loads(result) # must not raise Extra data
assert parsed == {"ticker": "NVDA", "value": 1}
def test_extract_json_trailing_prose():
"""Object followed by LLM commentary text β only the object is returned."""
raw = '{"x": 1}\n\nNote: This brief covers Q1 2025 results.'
result = _extract_json(raw)
assert json.loads(result) == {"x": 1}
def test_extract_json_markdown_fence():
"""JSON wrapped in a markdown code fence is correctly extracted."""
raw = "```json\n{\"ticker\": \"MSFT\"}\n```"
result = _extract_json(raw)
assert json.loads(result) == {"ticker": "MSFT"}
# ββ _cap_signals ββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββββ
def _sig(kind: str, source: str, significance: str) -> dict:
return {"kind": kind, "source": source, "significance": significance, "term": ""}
def test_cap_signals_global_cap():
signals = [_sig("risk_added", "10-Q", "HIGH") for _ in range(20)]
capped = _cap_signals(signals)
assert len(capped) <= MAX_EDGE_SIGNALS
assert len(capped) <= MAX_FILING_SIGNALS # all filing-sourced here
def test_cap_signals_per_source_caps():
signals = (
[_sig("risk_added", "10-Q", "HIGH") for _ in range(10)]
+ [_sig("recurring_evasion", "transcript", "HIGH") for _ in range(10)]
)
capped = _cap_signals(signals)
filing = [s for s in capped if s["source"] != "transcript"]
transcript = [s for s in capped if s["source"] == "transcript"]
assert len(filing) <= MAX_FILING_SIGNALS
assert len(transcript) <= MAX_TRANSCRIPT_SIGNALS
assert len(capped) <= MAX_EDGE_SIGNALS
def test_cap_signals_high_significance_first():
signals = [
_sig("term_frequency", "10-Q", "MEDIUM"),
_sig("risk_added", "10-Q", "HIGH"),
_sig("kpi_dropped", "10-Q", "LOW"),
]
capped = _cap_signals(signals)
assert [s["significance"] for s in capped] == ["HIGH", "MEDIUM", "LOW"]
def test_cap_signals_empty():
assert _cap_signals([]) == []
# ββ _format_signals_message β transcript kinds ββββββββββββββββββββββββββββββββ
def test_format_signals_message_labels_transcript_kinds():
signals = [
{"kind": "tone_trend", "significance": "HIGH", "term": "hedging language",
"computed_metric": "hedge-word rate 31β44β59 per 10k words", "source": "transcript",
"period_from": "Q32025", "period_to": "Q12026", "before_text": "", "after_text": ""},
{"kind": "recurring_evasion", "significance": "HIGH", "term": "china / pricing",
"computed_metric": "asked in Q32025, Q12026; 2/2 answers non-quantitative",
"source": "transcript", "period_from": "Q32025", "period_to": "Q12026",
"before_text": "Analyst: question?", "after_text": "Too early to say."},
{"kind": "topic_arc", "significance": "MEDIUM", "term": "inventory",
"computed_metric": "1β4β7 mentions", "source": "transcript",
"period_from": "Q32025", "period_to": "Q12026", "before_text": "", "after_text": ""},
{"kind": "topic_fade", "significance": "MEDIUM", "term": "backlog",
"computed_metric": "'backlog' absent in Q12026", "source": "transcript",
"period_from": "Q32025", "period_to": "Q12026", "before_text": "Backlog grew.", "after_text": ""},
]
msg = _format_signals_message(signals)
assert "MANAGEMENT TONE TREND" in msg
assert "RECURRING Q&A EVASION" in msg
assert "TRANSCRIPT TOPIC ARC" in msg
assert "PREPARED-REMARKS TOPIC FADE" in msg
assert "hedge-word rate 31β44β59" in msg
# ββ create_graph(config) β provider/model/key threading βββββββββββββββββββββββ
def test_create_graph_compiles_with_no_config_no_network():
from agent.graph import create_graph
graph = create_graph()
assert graph is not None
def test_create_graph_compiles_with_explicit_anthropic_config_no_network():
from agent.graph import create_graph
from agent.llm import RunConfig
cfg = RunConfig(provider="anthropic", model="claude-haiku-4-5-20251001", api_key="sk-ant-test")
graph = create_graph(cfg)
assert graph is not None
def test_create_graph_compiles_with_openai_config_no_network():
from agent.graph import create_graph
from agent.llm import RunConfig
cfg = RunConfig(provider="openai", model="gpt-5-mini", api_key="sk-test")
graph = create_graph(cfg)
assert graph is not None
def test_run_brief_accepts_legacy_two_arg_call(monkeypatch):
"""run_brief(ticker, language) β the pre-refactor call shape β must still work."""
import agent.graph as graph_module
captured = {}
class _FakeGraph:
def invoke(self, initial):
captured["initial"] = initial
return {"brief": {"ticker": "NVDA"}}
def _fake_create_graph(config=None):
captured["config"] = config
return _FakeGraph()
monkeypatch.setattr(graph_module, "create_graph", _fake_create_graph)
result = graph_module.run_brief("NVDA", "English")
assert result == {"ticker": "NVDA"}
assert captured["config"] is None
assert captured["initial"]["ticker"] == "NVDA"
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