refactor: telegram + portfolio in-process (drop shared MCP)

Each bot now manages its own notification + portfolio aggregation:

* TelegramClient calls the public Bot API directly via httpx, reading
  CERBERO_BITE_TELEGRAM_BOT_TOKEN / CERBERO_BITE_TELEGRAM_CHAT_ID from
  env. No credentials → silent disabled mode.
* PortfolioClient composes DeribitClient + HyperliquidClient + the new
  MacroClient.get_asset_price/eur_usd_rate to expose equity (EUR) and
  per-asset exposure as the bot's own slice (no cross-bot view).
* mcp-telegram and mcp-portfolio removed from MCP_SERVICES / McpEndpoints
  and the cerbero-bite ping CLI; health_check no longer probes portfolio.

Docs (02/04/06/07) and docker-compose updated to reflect the new
architecture.

353/353 tests pass; ruff clean; mypy src clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-04-30 00:31:20 +02:00
parent 067f74bc89
commit abf5a140e2
26 changed files with 836 additions and 423 deletions
-26
View File
@@ -60,11 +60,6 @@ def _wire_all_ok(httpx_mock: HTTPXMock) -> None:
json={"asset": "ETH", "current_funding_rate": 0.0001},
is_reusable=True,
)
httpx_mock.add_response(
url="http://mcp-portfolio:9018/tools/get_total_portfolio_value",
json={"total_value_eur": 1000.0},
is_reusable=True,
)
@pytest.mark.asyncio
@@ -112,11 +107,6 @@ async def test_environment_mismatch_counts_as_failure(
json={"asset": "ETH", "current_funding_rate": 0.0001},
is_reusable=True,
)
httpx_mock.add_response(
url="http://mcp-portfolio:9018/tools/get_total_portfolio_value",
json={"total_value_eur": 1000.0},
is_reusable=True,
)
res = await hc.run()
assert res.state == "degraded"
assert any("environment mismatch" in r for _s, r in res.failures)
@@ -149,17 +139,6 @@ async def test_three_consecutive_failures_arm_kill_switch(
json={"asset": "ETH", "current_funding_rate": 0.0001},
is_reusable=True,
)
httpx_mock.add_response(
url="http://mcp-portfolio:9018/tools/get_total_portfolio_value",
json={"total_value_eur": 1000.0},
is_reusable=True,
)
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify_alert",
json={"ok": True},
is_reusable=True,
)
for _ in range(2):
await hc.run()
assert ctx.kill_switch.is_armed() is False
@@ -197,11 +176,6 @@ async def test_recovered_run_resets_counter(
json={"asset": "ETH", "current_funding_rate": 0.0001},
is_reusable=True,
)
httpx_mock.add_response(
url="http://mcp-portfolio:9018/tools/get_total_portfolio_value",
json={"total_value_eur": 1000.0},
is_reusable=True,
)
res = await hc.run()
assert res.state == "degraded"
assert res.consecutive_failures == 1