phase-7: code restructure

This commit is contained in:
Kazuma
2026-06-05 22:05:55 -04:00
committed by Kazuma
parent 2b785aa861
commit 5b32bd7a04
108 changed files with 8931 additions and 3434 deletions
+737
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{
"info": {
"name": "Market Screener API",
"description": "Full test suite for the market-screener Fastify server.\n\nBase URL is stored in the `baseUrl` collection variable (default: http://localhost:3000).\n\nWorkflow order for a clean session:\n1. Health Check\n2. Screen Tickers (creates results to inspect)\n3. Get Market Context\n4. Get Catalysts\n5. Add Holdings → Get Portfolio\n6. Create Market Call → Get Call → Calendar\n7. Analyze\n8. Cleanup (delete holding, delete call)",
"schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json"
},
"variable": [
{
"key": "baseUrl",
"value": "http://localhost:3000",
"type": "string"
},
{
"key": "callId",
"value": "",
"type": "string",
"description": "Set automatically by the Create Market Call test script"
}
],
"item": [
{
"name": "Health",
"item": [
{
"name": "Health Check",
"request": {
"method": "GET",
"url": "{{baseUrl}}/health",
"description": "Confirms the server is running. Expects { status: 'ok' }."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 200', () => pm.response.to.have.status(200));",
"pm.test('Body has status ok', () => {",
" const json = pm.response.json();",
" pm.expect(json.status).to.eql('ok');",
"});"
]
}
}
]
}
]
},
{
"name": "Screener",
"item": [
{
"name": "Screen — Mixed (STOCK + ETF + BOND)",
"request": {
"method": "POST",
"url": "{{baseUrl}}/api/screen",
"header": [{ "key": "Content-Type", "value": "application/json" }],
"body": {
"mode": "raw",
"raw": "{\n \"tickers\": [\"AAPL\", \"MSFT\", \"GOOGL\", \"VOO\", \"AGG\"]\n}"
},
"description": "Screens a mixed set of stocks, an ETF (VOO), and a bond ETF (AGG).\n\nExpect each result to have:\n- asset.ticker, asset.type, asset.currentPrice\n- asset.displayMetrics (Cap Tier, Style, Analyst, DCF Safety, 52W fields)\n- fundamental + inflated score labels\n- signal (Strong Buy / Momentum / Speculation / Neutral / Avoid)\n- marketContext (riskFreeRate, rateRegime, benchmarks)"
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 200', () => pm.response.to.have.status(200));",
"",
"pm.test('Response shape is valid', () => {",
" const json = pm.response.json();",
" pm.expect(json).to.have.all.keys('STOCK', 'ETF', 'BOND', 'ERROR', 'marketContext');",
"});",
"",
"pm.test('marketContext has required fields', () => {",
" const ctx = pm.response.json().marketContext;",
" pm.expect(ctx).to.have.property('riskFreeRate');",
" pm.expect(ctx).to.have.property('rateRegime');",
" pm.expect(ctx.benchmarks).to.have.all.keys('marketPE', 'techPE', 'reitYield', 'igSpread');",
"});",
"",
"pm.test('Each stock has expert fields in displayMetrics', () => {",
" const stocks = pm.response.json().STOCK;",
" if (stocks.length === 0) return;",
" const dm = stocks[0].asset.displayMetrics;",
" pm.expect(dm).to.have.property('Cap Tier');",
" pm.expect(dm).to.have.property('Style');",
"});",
"",
"pm.test('Each stock has a signal', () => {",
" pm.response.json().STOCK.forEach(r => {",
" pm.expect(r.signal).to.be.oneOf([",
" '✅ Strong Buy', '⚡ Momentum', '⚠️ Speculation', '🔄 Neutral', '❌ Avoid'",
" ]);",
" });",
"});"
]
}
}
]
},
{
"name": "Screen — Tech Stocks (tests TECHNOLOGY sector override)",
"request": {
"method": "POST",
"url": "{{baseUrl}}/api/screen",
"header": [{ "key": "Content-Type", "value": "application/json" }],
"body": {
"mode": "raw",
"raw": "{\n \"tickers\": [\"NVDA\", \"META\", \"AMZN\", \"TSLA\"]\n}"
},
"description": "High-growth tech tickers to validate DCF margin-of-safety scoring, analyst consensus, and 52W movement fields. Expect 'High Growth' in Style field for most."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 200', () => pm.response.to.have.status(200));",
"",
"pm.test('52W fields present when data available', () => {",
" pm.response.json().STOCK.forEach(r => {",
" const dm = r.asset.displayMetrics;",
" // at least one 52W field should be populated",
" const has52W = dm['52W Chg'] || dm['From High'] || dm['52W Pos'];",
" pm.expect(has52W).to.be.ok;",
" });",
"});",
"",
"pm.test('DCF or analyst field present for stocks with FCF', () => {",
" // Not all stocks will have positive FCF, but at least one should have DCF",
" const stocks = pm.response.json().STOCK;",
" const hasDcf = stocks.some(r => r.asset.displayMetrics['DCF Safety'] != null);",
" const hasAnalyst = stocks.some(r => r.asset.displayMetrics['Analyst'] != null);",
" pm.expect(hasDcf || hasAnalyst).to.be.true;",
"});"
]
}
}
]
},
{
"name": "Screen — REIT (tests P/FFO scoring path)",
"request": {
"method": "POST",
"url": "{{baseUrl}}/api/screen",
"header": [{ "key": "Content-Type", "value": "application/json" }],
"body": {
"mode": "raw",
"raw": "{\n \"tickers\": [\"O\", \"VICI\", \"PLD\"]\n}"
},
"description": "REITs should show sector REIT, P/FFO in displayMetrics (not P/E), and be scored on yield rather than the standard Graham gates."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 200', () => pm.response.to.have.status(200));",
"",
"pm.test('REITs land in STOCK bucket with REIT sector', () => {",
" pm.response.json().STOCK.forEach(r => {",
" pm.expect(r.asset.displayMetrics['Sector']).to.eql('REIT');",
" });",
"});"
]
}
}
]
},
{
"name": "Screen — Validation: empty tickers (expect 400)",
"request": {
"method": "POST",
"url": "{{baseUrl}}/api/screen",
"header": [{ "key": "Content-Type", "value": "application/json" }],
"body": {
"mode": "raw",
"raw": "{\n \"tickers\": []\n}"
},
"description": "Schema validation: minItems: 1. Expect 400 Bad Request."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 400 for empty array', () => pm.response.to.have.status(400));"
]
}
}
]
},
{
"name": "Screen — Validation: over 50 tickers (expect 400)",
"request": {
"method": "POST",
"url": "{{baseUrl}}/api/screen",
"header": [{ "key": "Content-Type", "value": "application/json" }],
"body": {
"mode": "raw",
"raw": "{\n \"tickers\": [\"A\",\"B\",\"C\",\"D\",\"E\",\"F\",\"G\",\"H\",\"I\",\"J\",\"K\",\"L\",\"M\",\"N\",\"O\",\"P\",\"Q\",\"R\",\"S\",\"T\",\"U\",\"V\",\"W\",\"X\",\"Y\",\"Z\",\"AA\",\"BB\",\"CC\",\"DD\",\"EE\",\"FF\",\"GG\",\"HH\",\"II\",\"JJ\",\"KK\",\"LL\",\"MM\",\"NN\",\"OO\",\"PP\",\"QQ\",\"RR\",\"SS\",\"TT\",\"UU\",\"VV\",\"WW\",\"XX\",\"YY\"]\n}"
},
"description": "Schema validation: maxItems: 50. 51 tickers should return 400."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 400 for 51 tickers', () => pm.response.to.have.status(400));"
]
}
}
]
},
{
"name": "Get Catalysts",
"request": {
"method": "GET",
"url": "{{baseUrl}}/api/screen/catalysts",
"description": "Fetches today's Yahoo Finance news, extracts ticker symbols mentioned, and returns { tickers, stories }. May take 3-5s as it queries multiple news endpoints."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 200', () => pm.response.to.have.status(200));",
"",
"pm.test('Response has tickers and stories arrays', () => {",
" const json = pm.response.json();",
" pm.expect(json.tickers).to.be.an('array');",
" pm.expect(json.stories).to.be.an('array');",
"});"
]
}
}
]
}
]
},
{
"name": "Market Context",
"item": [
{
"name": "Get Market Context",
"request": {
"method": "GET",
"url": "{{baseUrl}}/api/finance/market-context",
"description": "Returns live benchmark data: S&P500 price, 10Y rate, VIX, SPY P/E, XLK P/E, XLRE yield, LQD spread. Served from 1-hour in-memory cache."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 200', () => pm.response.to.have.status(200));",
"",
"pm.test('All benchmark fields present', () => {",
" const json = pm.response.json();",
" pm.expect(json).to.have.property('sp500Price');",
" pm.expect(json).to.have.property('riskFreeRate');",
" pm.expect(json).to.have.property('vixLevel');",
" pm.expect(json).to.have.property('rateRegime');",
" pm.expect(json.rateRegime).to.be.oneOf(['LOW', 'NORMAL', 'HIGH']);",
" pm.expect(json.benchmarks).to.have.all.keys('marketPE', 'techPE', 'reitYield', 'igSpread');",
"});"
]
}
}
]
}
]
},
{
"name": "Portfolio",
"item": [
{
"name": "Add Holding — AAPL",
"request": {
"method": "POST",
"url": "{{baseUrl}}/api/finance/holdings",
"header": [{ "key": "Content-Type", "value": "application/json" }],
"body": {
"mode": "raw",
"raw": "{\n \"ticker\": \"AAPL\",\n \"shares\": 10,\n \"costBasis\": 150.00,\n \"type\": \"stock\",\n \"source\": \"Robinhood\"\n}"
},
"description": "Adds or updates an AAPL holding in portfolio.json. Returns the saved holding with status 201."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 201', () => pm.response.to.have.status(201));",
"",
"pm.test('Saved holding matches input', () => {",
" const json = pm.response.json();",
" pm.expect(json.ticker).to.eql('AAPL');",
" pm.expect(json.shares).to.eql(10);",
" pm.expect(json.costBasis).to.eql(150);",
"});"
]
}
}
]
},
{
"name": "Add Holding — VOO (ETF)",
"request": {
"method": "POST",
"url": "{{baseUrl}}/api/finance/holdings",
"header": [{ "key": "Content-Type", "value": "application/json" }],
"body": {
"mode": "raw",
"raw": "{\n \"ticker\": \"VOO\",\n \"shares\": 5,\n \"costBasis\": 420.00,\n \"type\": \"etf\",\n \"source\": \"Vanguard\"\n}"
}
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 201', () => pm.response.to.have.status(201));"
]
}
}
]
},
{
"name": "Add Holding — BTC-USD (Crypto, no scoring)",
"request": {
"method": "POST",
"url": "{{baseUrl}}/api/finance/holdings",
"header": [{ "key": "Content-Type", "value": "application/json" }],
"body": {
"mode": "raw",
"raw": "{\n \"ticker\": \"BTC-USD\",\n \"shares\": 0.1,\n \"costBasis\": 50000,\n \"type\": \"crypto\",\n \"source\": \"Coinbase\"\n}"
},
"description": "Crypto is priced via Yahoo but not fundamentally scored. Advice column shows '—' for signal."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 201', () => pm.response.to.have.status(201));"
]
}
}
]
},
{
"name": "Add Holding — Validation: missing shares (expect 400)",
"request": {
"method": "POST",
"url": "{{baseUrl}}/api/finance/holdings",
"header": [{ "key": "Content-Type", "value": "application/json" }],
"body": {
"mode": "raw",
"raw": "{\n \"ticker\": \"MSFT\"\n}"
},
"description": "Schema validation: shares is required. Expect 400."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 400 when shares missing', () => pm.response.to.have.status(400));"
]
}
}
]
},
{
"name": "Get Portfolio",
"request": {
"method": "GET",
"url": "{{baseUrl}}/api/finance/portfolio",
"description": "Screens all non-crypto holdings via Yahoo Finance, then cross-references with signals to produce buy/hold/sell advice.\n\nEach row has: ticker, signal, advice, reason, currentPrice, marketValue, gainLossPct.\nAlso returns marketContext.\n\nNote: first call after server start may be slow (benchmark cache cold)."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 200', () => pm.response.to.have.status(200));",
"",
"pm.test('Advice array present', () => {",
" const json = pm.response.json();",
" pm.expect(json.advice).to.be.an('array');",
" pm.expect(json.advice.length).to.be.greaterThan(0);",
"});",
"",
"pm.test('Each advice row has required fields', () => {",
" pm.response.json().advice.forEach(row => {",
" pm.expect(row).to.have.property('ticker');",
" pm.expect(row).to.have.property('advice');",
" pm.expect(row).to.have.property('reason');",
" });",
"});"
]
}
}
]
},
{
"name": "Remove Holding — AAPL",
"request": {
"method": "DELETE",
"url": "{{baseUrl}}/api/finance/holdings/AAPL",
"description": "Removes the AAPL holding from portfolio.json. Expect { ok: true }."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 200', () => pm.response.to.have.status(200));",
"pm.test('ok true', () => pm.expect(pm.response.json().ok).to.be.true);"
]
}
}
]
},
{
"name": "Remove Holding — Non-existent (expect 404)",
"request": {
"method": "DELETE",
"url": "{{baseUrl}}/api/finance/holdings/ZZZZZZ",
"description": "Ticker does not exist in portfolio. Expect 404."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 404', () => pm.response.to.have.status(404));"
]
}
}
]
}
]
},
{
"name": "Market Calls",
"item": [
{
"name": "List Calls (empty or existing)",
"request": {
"method": "GET",
"url": "{{baseUrl}}/api/calls",
"description": "Returns all market calls sorted newest first. Returns { calls: [] } if none exist yet."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 200', () => pm.response.to.have.status(200));",
"pm.test('calls is array', () => pm.expect(pm.response.json().calls).to.be.an('array'));"
]
}
}
]
},
{
"name": "Create Market Call",
"request": {
"method": "POST",
"url": "{{baseUrl}}/api/calls",
"header": [{ "key": "Content-Type", "value": "application/json" }],
"body": {
"mode": "raw",
"raw": "{\n \"title\": \"AI Infrastructure Supercycle\",\n \"quarter\": \"Q3 2025\",\n \"thesis\": \"Hyperscaler capex remains elevated through 2026 driven by LLM training demand. NVDA, MSFT and AMD are the primary beneficiaries. Entry here as NVDA pulled back 15% from high.\",\n \"tickers\": [\"NVDA\", \"MSFT\", \"AMD\"]\n}"
},
"description": "Creates a market thesis call. Snapshots current prices + screener signals at creation time for future comparison.\n\nThe test script saves the returned ID to the {{callId}} collection variable for use in subsequent requests."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 201', () => pm.response.to.have.status(201));",
"",
"pm.test('Call has id, snapshot, and createdAt', () => {",
" const json = pm.response.json();",
" pm.expect(json).to.have.property('id');",
" pm.expect(json).to.have.property('snapshot');",
" pm.expect(json).to.have.property('createdAt');",
" // Save for downstream tests",
" pm.collectionVariables.set('callId', json.id);",
"});"
]
}
}
]
},
{
"name": "Get Call by ID (with current re-screen)",
"request": {
"method": "GET",
"url": "{{baseUrl}}/api/calls/{{callId}}",
"description": "Fetches the call and re-screens all tickers to show how signal/price has changed since creation.\n\nReturns: original call fields + `current` map of ticker → { price, signal, inflatedVerdict, fundamentalVerdict, pe, roe, fcf }.\n\nDepends on {{callId}} being set by the Create Market Call request."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 200', () => pm.response.to.have.status(200));",
"",
"pm.test('Response has snapshot and current', () => {",
" const json = pm.response.json();",
" pm.expect(json).to.have.property('snapshot');",
" pm.expect(json).to.have.property('current');",
"});"
]
}
}
]
},
{
"name": "Get Call — Non-existent ID (expect 404)",
"request": {
"method": "GET",
"url": "{{baseUrl}}/api/calls/00000000-0000-0000-0000-000000000000",
"description": "A UUID that doesn't exist. Expect 404."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 404', () => pm.response.to.have.status(404));"
]
}
}
]
},
{
"name": "Get Earnings Calendar (call tickers)",
"request": {
"method": "GET",
"url": "{{baseUrl}}/api/calls/calendar",
"description": "Returns upcoming earnings dates and dividend events for all tickers across all saved calls.\n\nOptional query param ?tickers=AAPL,MSFT to restrict to specific tickers."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 200', () => pm.response.to.have.status(200));",
"",
"pm.test('events is array', () => {",
" pm.expect(pm.response.json().events).to.be.an('array');",
"});",
"",
"pm.test('Events have expected shape', () => {",
" pm.response.json().events.forEach(e => {",
" pm.expect(e).to.have.property('ticker');",
" pm.expect(e).to.have.property('type');",
" pm.expect(e.type).to.be.oneOf(['earnings', 'dividend', 'exdividend']);",
" pm.expect(e).to.have.property('date');",
" pm.expect(e).to.have.property('isPast');",
" });",
"});"
]
}
}
]
},
{
"name": "Get Earnings Calendar — Specific Tickers",
"request": {
"method": "GET",
"url": {
"raw": "{{baseUrl}}/api/calls/calendar?tickers=AAPL,MSFT",
"query": [
{ "key": "tickers", "value": "AAPL,MSFT" }
]
},
"description": "Calendar for specific tickers regardless of saved calls."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 200', () => pm.response.to.have.status(200));",
"pm.test('Only AAPL and MSFT events', () => {",
" pm.response.json().events.forEach(e => {",
" pm.expect(e.ticker).to.be.oneOf(['AAPL', 'MSFT']);",
" });",
"});"
]
}
}
]
},
{
"name": "Create Call — Validation: short thesis (expect 400)",
"request": {
"method": "POST",
"url": "{{baseUrl}}/api/calls",
"header": [{ "key": "Content-Type", "value": "application/json" }],
"body": {
"mode": "raw",
"raw": "{\n \"title\": \"Test\",\n \"quarter\": \"Q1\",\n \"thesis\": \"short\",\n \"tickers\": [\"AAPL\"]\n}"
},
"description": "Schema: thesis minLength: 10. Expect 400."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 400 for short thesis', () => pm.response.to.have.status(400));"
]
}
}
]
},
{
"name": "Delete Call",
"request": {
"method": "DELETE",
"url": "{{baseUrl}}/api/calls/{{callId}}",
"description": "Deletes the call created earlier. Returns { ok: true }. Requires {{callId}} to be set."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 200', () => pm.response.to.have.status(200));",
"pm.test('ok true', () => pm.expect(pm.response.json().ok).to.be.true);"
]
}
}
]
},
{
"name": "Delete Call — Already Deleted (expect 404)",
"request": {
"method": "DELETE",
"url": "{{baseUrl}}/api/calls/{{callId}}",
"description": "Second delete of the same ID. Expect 404."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 404 on double delete', () => pm.response.to.have.status(404));"
]
}
}
]
}
]
},
{
"name": "LLM Analysis",
"item": [
{
"name": "Analyze Tickers",
"request": {
"method": "POST",
"url": "{{baseUrl}}/api/analyze",
"header": [{ "key": "Content-Type", "value": "application/json" }],
"body": {
"mode": "raw",
"raw": "{\n \"tickers\": [\"NVDA\", \"AMD\", \"INTC\"]\n}"
},
"description": "Fetches Yahoo Finance news for the given tickers, then sends headlines to Claude (Haiku) for analysis.\n\nReturns: { analysis: { summary, sentiment, affectedIndustries, relatedTickers } }\n\nReturns 400 if ANTHROPIC_API_KEY is not set in .env.\nReturns { analysis: null, reason: 'no_stories' } if no news found."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 200 or 400', () => {",
" pm.expect(pm.response.code).to.be.oneOf([200, 400]);",
"});",
"",
"if (pm.response.code === 200) {",
" pm.test('Analysis shape valid (if present)', () => {",
" const json = pm.response.json();",
" if (json.analysis) {",
" pm.expect(json.analysis).to.have.property('summary');",
" pm.expect(json.analysis).to.have.property('sentiment');",
" pm.expect(json.analysis.sentiment).to.be.oneOf(['BULLISH', 'NEUTRAL', 'BEARISH']);",
" pm.expect(json.analysis.affectedIndustries).to.be.an('array');",
" pm.expect(json.analysis.relatedTickers).to.be.an('array');",
" }",
" });",
"} else {",
" pm.test('400 means API key not set', () => {",
" pm.expect(pm.response.json().error).to.include('ANTHROPIC_API_KEY');",
" });",
"}"
]
}
}
]
},
{
"name": "Analyze — Validation: empty tickers (expect 400)",
"request": {
"method": "POST",
"url": "{{baseUrl}}/api/analyze",
"header": [{ "key": "Content-Type", "value": "application/json" }],
"body": {
"mode": "raw",
"raw": "{\n \"tickers\": []\n}"
},
"description": "Schema validation: minItems: 1. Expect 400."
},
"event": [
{
"listen": "test",
"script": {
"exec": [
"pm.test('Status 400', () => pm.response.to.have.status(400));"
]
}
}
]
}
]
}
]
}