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
+6 -2
View File
@@ -44,8 +44,12 @@ services:
CERBERO_BITE_MCP_HYPERLIQUID_URL: http://mcp-hyperliquid:9012
CERBERO_BITE_MCP_MACRO_URL: http://mcp-macro:9013
CERBERO_BITE_MCP_SENTIMENT_URL: http://mcp-sentiment:9014
CERBERO_BITE_MCP_TELEGRAM_URL: http://mcp-telegram:9017
CERBERO_BITE_MCP_PORTFOLIO_URL: http://mcp-portfolio:9018
# Telegram and Portfolio are no longer shared MCP services. The
# bot now calls the Telegram Bot API directly and aggregates
# portfolio in-process from Deribit + Hyperliquid + Macro.
# Set the two env vars below to enable Telegram notifications.
# CERBERO_BITE_TELEGRAM_BOT_TOKEN: ...
# CERBERO_BITE_TELEGRAM_CHAT_ID: ...
volumes:
- bite-data:/app/data
healthcheck:
+1 -1
View File
@@ -75,7 +75,7 @@ Adriano gli eventi post-fact (entry placed, exit filled, alert).
| Format/lint | `ruff` | Standard del progetto |
| Dependency manager | `uv` | Coerente con `Cerbero_mcp` |
| Client MCP | `httpx.AsyncClient` long-lived (pooling) + `tenacity` per retry | HTTP REST diretto, non SDK `mcp` |
| Notifiche | MCP `cerbero-telegram` (notify-only) | Riusa il canale esistente |
| Notifiche | Bot API Telegram in-process (notify-only) | Token e chat-id da env, no-op se non configurati |
| GUI | `streamlit` ≥ 1.40 + `plotly` (Fase 4.5) | Dashboard locale, processo separato |
## Layout cartelle
+55 -21
View File
@@ -1,10 +1,18 @@
# 04 — MCP Integration
Cerbero Bite consuma sei servizi MCP HTTP della suite (`Cerbero_mcp`).
Non utilizza l'SDK Python `mcp`: ogni server espone gli endpoint REST
`POST <base_url>/tools/<tool_name>` con autenticazione Bearer, e Cerbero
Bite vi si collega tramite `httpx.AsyncClient` long-lived
(`clients/_base.py`).
Cerbero Bite consuma quattro servizi MCP HTTP della suite (`Cerbero_mcp`):
`cerbero-deribit`, `cerbero-hyperliquid`, `cerbero-macro`,
`cerbero-sentiment`. Non utilizza l'SDK Python `mcp`: ogni server
espone gli endpoint REST `POST <base_url>/tools/<tool_name>` con
autenticazione Bearer, e Cerbero Bite vi si collega tramite
`httpx.AsyncClient` long-lived (`clients/_base.py`).
Telegram e Portfolio, in passato esposti come servizi MCP condivisi,
sono stati rimossi dal layer MCP e gestiti **in-process** da ogni bot
della suite: il client Telegram chiama direttamente la Bot API
pubblica e l'aggregatore di portafoglio compone equity ed esposizioni
dai client di scambio (Deribit + Hyperliquid) convertendo in EUR
attraverso `cerbero-macro.get_asset_price("EURUSD")`.
## Configurazione di connessione
@@ -20,8 +28,17 @@ d'ambiente dedicata, utile in sviluppo:
| Hyperliquid | `CERBERO_BITE_MCP_HYPERLIQUID_URL` | `http://mcp-hyperliquid:9012` |
| Macro | `CERBERO_BITE_MCP_MACRO_URL` | `http://mcp-macro:9013` |
| Sentiment | `CERBERO_BITE_MCP_SENTIMENT_URL` | `http://mcp-sentiment:9014` |
| Telegram | `CERBERO_BITE_MCP_TELEGRAM_URL` | `http://mcp-telegram:9017` |
| Portfolio | `CERBERO_BITE_MCP_PORTFOLIO_URL` | `http://mcp-portfolio:9018` |
Telegram (notify-only) viene configurato direttamente via due
variabili d'ambiente, lette al boot dal client in-process:
| Variabile | Uso |
|---|---|
| `CERBERO_BITE_TELEGRAM_BOT_TOKEN` | Token del bot fornito da BotFather |
| `CERBERO_BITE_TELEGRAM_CHAT_ID` | Identificativo della chat o del gruppo destinatario |
Quando una delle due manca, il client Telegram entra in modalità
**disabled** e ogni `notify_*` diventa un no-op a livello di DEBUG.
Il bearer token per le chiamate è il token con capability `core` letto
da `secrets/core.token` (path configurabile via
@@ -100,22 +117,35 @@ Cerbero Bite è deterministico e non interpreta testi liberi.
| Tool | Uso |
|---|---|
| `get_macro_calendar(days, country_filter, importance_min)` | Filtro entry §2.5: zero eventi `high` in `country_filter` (default `["US","EU"]`) entro la finestra DTE |
| `get_asset_price(ticker="EURUSD")` | Tasso di cambio EUR/USD usato dall'aggregatore di portafoglio per convertire l'equity USD degli scambi in EUR |
### `cerbero-portfolio`
## Componenti in-process
| Tool | Uso |
### Portfolio aggregator (`clients/portfolio.py`)
Il client `PortfolioClient` non chiama più un servizio MCP dedicato;
compone i dati dei due exchange usati dal bot e applica il cambio
EUR/USD letto da `cerbero-macro`.
| Metodo | Comportamento |
|---|---|
| `get_total_portfolio_value(currency="EUR")` | Capitale di base per il sizing engine, dopo conversione in USD |
| `get_holdings()` | Aggregazione manuale di `current_value_eur` per i ticker che contengono `"ETH"`, usata dal filtro §2.7 (`eth_holdings_pct_max`) |
| `total_equity_eur()` | Somma `equity` USD di Deribit (USDC) e Hyperliquid, divide per `EURUSD` per ottenere il capitale in EUR consumato dal sizing engine |
| `asset_pct_of_portfolio(ticker)` | Somma il notional USD assoluto delle posizioni aperte su entrambi gli scambi il cui `instrument`/`coin` contiene `ticker`, e lo divide per l'equity totale USD. Usato dal filtro §2.7 (`eth_holdings_pct_max`) |
### `cerbero-telegram`
**Nota di scope**: la vista è la *slice* del singolo bot. Holdings su
exchange esterni, in cold storage, o gestiti da altri bot della suite
non vengono contati. Il filtro §2.7 va quindi inteso come cap
per-bot, non come cap suite-wide.
Cerbero Bite usa Telegram in modalità **notify-only**: nessuna conferma
manuale, nessun callback. L'engine apre e chiude le posizioni
automaticamente quando le regole sono soddisfatte; Telegram viene
informato post-fact.
### Telegram client (`clients/telegram.py`)
| Tool | Uso |
Cerbero Bite usa Telegram in modalità **notify-only**: nessuna
conferma manuale, nessun callback. L'engine apre e chiude le
posizioni automaticamente quando le regole sono soddisfatte; il
client invia il messaggio al `chat_id` configurato chiamando
direttamente `https://api.telegram.org/bot<TOKEN>/sendMessage`.
| Metodo | Uso |
|---|---|
| `notify(message, priority, tag)` | Alert MEDIUM o messaggi informativi |
| `notify_position_opened(instrument, side, size, strategy, greeks, expected_pnl)` | Notifica di entry placed |
@@ -123,16 +153,20 @@ informato post-fact.
| `notify_alert(source, message, priority)` | Alert HIGH (kill switch) |
| `notify_system_error(message, component, priority)` | Alert CRITICAL |
Quando le credenziali env non sono configurate, il client è in
modalità disabled e ogni invio diventa un no-op silente: il ciclo
decisionale non viene bloccato.
## Errori e degradation
| Server fuori uso | Comportamento |
| Componente fuori uso | Comportamento |
|---|---|
| `cerbero-deribit` | **Hard fail**: senza dati di mercato e canale di esecuzione il ciclo viene saltato; in monitor le posizioni esistenti restano nello stato corrente, alert HIGH e kill switch |
| `cerbero-hyperliquid` | Skip del filtro funding §2.6 con warning; il ciclo prosegue se le altre condizioni sono soddisfatte |
| `cerbero-sentiment` | Bias §3.1 cade su `no_entry` per default (senza funding cross il bias non può fissare la direzione) |
| `cerbero-macro` | Hard fail per il filtro §2.5; senza calendar non si apre |
| `cerbero-portfolio` | Skip dei filtri §2.7 con warning; il sizing usa l'ultimo capitale noto da SQLite |
| `cerbero-telegram` | Skip notifiche post-fact; il ciclo decisionale non viene bloccato (l'engine non aspetta risposte) |
| `cerbero-macro` | Hard fail per il filtro §2.5 e per la conversione EUR/USD del portfolio aggregator; senza calendar/FX non si apre |
| Portfolio aggregator (deribit o hyperliquid down) | I metodi di `PortfolioClient` propagano l'eccezione dell'exchange sottostante; il sizing engine si comporta come per un guasto MCP del livello inferiore |
| Telegram client | Errore HTTP o `ok=false` dalla Bot API → `TelegramError` propagata dal chiamante. In modalità disabled (env mancanti) tutti i `notify_*` sono no-op silenti e il ciclo decisionale prosegue |
I trigger HIGH e CRITICAL armano il kill switch e propagano un alert
in audit chain.
+1 -1
View File
@@ -140,7 +140,7 @@ Trigger: ogni 5 minuti.
- macro.get_macro_calendar(days=1)
- sentiment.get_cross_exchange_funding (no asset filter)
- hyperliquid.get_funding_rate("ETH")
- portfolio.get_total_portfolio_value
- portfolio: skip (componente in-process, copertura indiretta dai probe deribit/hyperliquid/macro)
- telegram: skip (notify-only, no probe non invasivo)
2. SQLite read-write probe (transazione fittizia)
3. Lock file ancora valido
+1 -1
View File
@@ -34,7 +34,7 @@ infrastrutturali o decisioni umane fuori posto.
| Causa | Auto-arm | Implementato | Note |
|---|---|---|---|
| MCP `cerbero-deribit` non risponde per 3 health check consecutivi | Sì | `runtime/health_check.py` | Severity HIGH |
| MCP `cerbero-macro` / `cerbero-portfolio` / `cerbero-hyperliquid` / `cerbero-sentiment` non risponde per 3 health check consecutivi | Sì | `runtime/health_check.py` | Severity HIGH |
| MCP `cerbero-macro` / `cerbero-hyperliquid` / `cerbero-sentiment` non risponde per 3 health check consecutivi | Sì | `runtime/health_check.py` | Severity HIGH |
| `mcp-deribit.environment_info.environment``strategy.execution.environment` | Sì | `runtime/orchestrator.boot` + health check | Severity CRITICAL al boot, HIGH a runtime |
| Mismatch tra il tail del file `data/audit.log` e `system_state.last_audit_hash` (truncation o tampering) | Sì | `runtime/orchestrator._verify_audit_anchor` | Severity CRITICAL al boot |
| Stato SQLite incoerente con il broker (recovery non risolutivo) | Sì | `runtime/recovery.py` | Severity CRITICAL al boot |
-7
View File
@@ -26,7 +26,6 @@ from cerbero_bite.clients import HttpToolClient, McpError
from cerbero_bite.clients.deribit import DeribitClient
from cerbero_bite.clients.hyperliquid import HyperliquidClient
from cerbero_bite.clients.macro import MacroClient
from cerbero_bite.clients.portfolio import PortfolioClient
from cerbero_bite.clients.sentiment import SentimentClient
from cerbero_bite.config.loader import compute_config_hash, load_strategy
from cerbero_bite.config.mcp_endpoints import (
@@ -560,12 +559,6 @@ async def _ping_one(
if service == "hyperliquid":
await HyperliquidClient(http).funding_rate_annualized("ETH")
return "ok", "ETH-PERP reachable"
if service == "portfolio":
await PortfolioClient(http).total_equity_eur()
return "ok", "portfolio reachable"
if service == "telegram":
# Notify-only: no read tool. Skip without hitting the bot.
return "skipped", "notify-only client (no health probe)"
return "skipped", "no probe defined" # pragma: no cover
except McpError as exc:
return "fail", f"{type(exc).__name__}: {exc}"
+23 -3
View File
@@ -1,13 +1,17 @@
"""Wrapper around ``mcp-hyperliquid``.
Cerbero Bite consumes a single tool: ``get_funding_rate`` for ETH-PERP,
used by entry filter §2.6 of ``docs/01-strategy-rules.md`` (cap on the
absolute annualised funding rate).
Cerbero Bite consumes:
* ``get_funding_rate`` — entry filter §2.6 cap on absolute annualised
funding rate (``docs/01-strategy-rules.md``).
* ``get_account_summary`` and ``get_positions`` — feed the in-process
portfolio aggregator (equity + ETH/BTC exposure on the perp side).
"""
from __future__ import annotations
from decimal import Decimal
from typing import Any
from cerbero_bite.clients._base import HttpToolClient
from cerbero_bite.clients._exceptions import McpDataAnomalyError
@@ -47,3 +51,19 @@ class HyperliquidClient:
tool="get_funding_rate",
)
return Decimal(str(rate)) * Decimal(HOURLY_FUNDING_PERIODS_PER_YEAR)
async def get_account_summary(self) -> dict[str, Any]:
"""Account equity and balances (USD)."""
raw: Any = await self._http.call("get_account_summary", {})
return raw if isinstance(raw, dict) else {}
async def get_positions(self) -> list[dict[str, Any]]:
"""Open perp positions (list of dicts)."""
raw: Any = await self._http.call("get_positions", {})
if isinstance(raw, list):
return raw
if isinstance(raw, dict):
inner = raw.get("positions")
if isinstance(inner, list):
return inner
return []
+30
View File
@@ -9,11 +9,13 @@ the requested window. The orchestrator feeds the result straight into
from __future__ import annotations
from datetime import UTC, datetime
from decimal import Decimal
from typing import Any
from pydantic import BaseModel, ConfigDict
from cerbero_bite.clients._base import HttpToolClient
from cerbero_bite.clients._exceptions import McpDataAnomalyError
__all__ = ["MacroClient", "MacroEvent"]
@@ -71,6 +73,34 @@ class MacroClient:
)
return out
async def get_asset_price(self, ticker: str) -> Decimal:
"""Return the latest cross-asset price for ``ticker`` (e.g. ``EURUSD``)."""
raw = await self._http.call("get_asset_price", {"ticker": ticker})
if not isinstance(raw, dict):
raise McpDataAnomalyError(
f"macro get_asset_price unexpected shape: {type(raw).__name__}",
service=self.SERVICE,
tool="get_asset_price",
)
if raw.get("error"):
raise McpDataAnomalyError(
f"macro get_asset_price error for {ticker}: {raw['error']}",
service=self.SERVICE,
tool="get_asset_price",
)
price = raw.get("price")
if price is None:
raise McpDataAnomalyError(
f"macro get_asset_price missing 'price' for {ticker}",
service=self.SERVICE,
tool="get_asset_price",
)
return Decimal(str(price))
async def eur_usd_rate(self) -> Decimal:
"""Return EUR→USD spot rate (i.e. ``EURUSD`` price)."""
return await self.get_asset_price("EURUSD")
async def next_high_severity_within(
self,
*,
+130 -65
View File
@@ -1,92 +1,157 @@
"""Wrapper around ``mcp-portfolio``.
"""In-process portfolio aggregator.
Cerbero Bite uses two pieces of information from this service:
Each Cerbero Suite bot now manages its own portfolio view: instead of
calling a shared ``mcp-portfolio`` service, this client composes the
account summaries and open positions from the exchanges the bot
actually uses (Deribit options + Hyperliquid perps) and converts them
to EUR via the macro service.
* total portfolio value (EUR) — fed to the sizing engine after FX
conversion to USD;
* exposure of a specific asset as percentage of the total portfolio —
used by entry filter §2.7 (``eth_holdings_pct_max``).
Two values are exposed:
The portfolio service stores everything in EUR. The orchestrator is
responsible for the EUR→USD conversion using a live FX rate.
* :py:meth:`total_equity_eur` — sum of USDC equity on Deribit and USD
equity on Hyperliquid, converted to EUR using the live ``EURUSD``
rate from ``mcp-macro``.
* :py:meth:`asset_pct_of_portfolio` — fraction (0..1) of total USD
equity exposed to a specific ticker via open positions on the two
exchanges. Used by entry filter §2.7 (``eth_holdings_pct_max``).
**Scope note**: this is the bot's own slice. Holdings on other
exchanges, in cold storage, or held by other bots in the suite are
*not* counted. The §2.7 limit is therefore a per-bot cap, not a
suite-wide one.
"""
from __future__ import annotations
import asyncio
from collections.abc import Iterable
from decimal import Decimal
from typing import Any
from typing import Any, cast
from cerbero_bite.clients._base import HttpToolClient
from cerbero_bite.clients._exceptions import McpDataAnomalyError
from cerbero_bite.clients.deribit import DeribitClient
from cerbero_bite.clients.hyperliquid import HyperliquidClient
from cerbero_bite.clients.macro import MacroClient
__all__ = ["PortfolioClient"]
class PortfolioClient:
SERVICE = "portfolio"
def _decimal_or_zero(value: Any) -> Decimal:
if value is None:
return Decimal(0)
try:
return Decimal(str(value))
except (ValueError, ArithmeticError):
return Decimal(0)
def __init__(self, http: HttpToolClient) -> None:
if http.service != self.SERVICE:
raise ValueError(
f"PortfolioClient requires service '{self.SERVICE}', got '{http.service}'"
def _position_notional_usd(pos: dict[str, Any]) -> Decimal:
"""Best-effort USD notional of an open position.
Prefers an explicit ``notional_usd`` / ``size_usd`` / ``value_usd``
field. Falls back to ``|size × mark_price|`` (or ``index_price`` if
mark is missing). Returns 0 on malformed entries.
"""
for key in ("notional_usd", "size_usd", "value_usd", "position_value"):
v = pos.get(key)
if v is not None:
return abs(_decimal_or_zero(v))
size = _decimal_or_zero(pos.get("size") or pos.get("szi"))
mark = _decimal_or_zero(
pos.get("mark_price")
or pos.get("entry_price")
or pos.get("index_price")
)
self._http = http
return abs(size * mark)
def _instrument_label(pos: dict[str, Any]) -> str:
for key in ("instrument_name", "instrument", "symbol", "coin", "asset"):
v = pos.get(key)
if v is not None:
return str(v).upper()
return ""
class PortfolioClient:
"""Aggregates equity + asset exposure across the bot's exchange accounts."""
def __init__(
self,
*,
deribit: DeribitClient,
hyperliquid: HyperliquidClient,
macro: MacroClient,
) -> None:
self._deribit = deribit
self._hyperliquid = hyperliquid
self._macro = macro
async def _equity_usd_components(self) -> tuple[Decimal, Decimal]:
"""Concurrent fetch of (deribit_equity_usd, hyperliquid_equity_usd)."""
deribit_summary, hl_summary = await asyncio.gather(
self._deribit.get_account_summary(currency="USDC"),
self._hyperliquid.get_account_summary(),
)
deribit_eq = _decimal_or_zero(deribit_summary.get("equity"))
hl_eq = _decimal_or_zero(hl_summary.get("equity"))
return deribit_eq, hl_eq
async def total_equity_usd(self) -> Decimal:
"""Sum equity USD across the bot's exchange accounts."""
deribit_eq, hl_eq = await self._equity_usd_components()
return deribit_eq + hl_eq
async def total_equity_eur(self) -> Decimal:
"""Return the aggregate portfolio value in EUR."""
raw = await self._http.call(
"get_total_portfolio_value", {"currency": "EUR"}
)
if not isinstance(raw, dict):
"""Return aggregate bot equity in EUR.
Concurrent: account summaries × FX. Raises
:class:`McpDataAnomalyError` if the FX rate is non-positive.
"""
components_t = asyncio.create_task(self._equity_usd_components())
fx_t = asyncio.create_task(self._macro.eur_usd_rate())
await asyncio.gather(components_t, fx_t)
deribit_eq, hl_eq = components_t.result()
fx = fx_t.result()
if fx <= 0:
raise McpDataAnomalyError(
f"portfolio total_value_eur unexpected shape: {type(raw).__name__}",
service=self.SERVICE,
tool="get_total_portfolio_value",
f"non-positive EURUSD rate: {fx}",
service="macro",
tool="get_asset_price",
)
value = raw.get("total_value_eur")
if value is None:
raise McpDataAnomalyError(
"portfolio response missing 'total_value_eur'",
service=self.SERVICE,
tool="get_total_portfolio_value",
)
return Decimal(str(value))
usd_total = deribit_eq + hl_eq
return usd_total / fx
async def asset_pct_of_portfolio(self, ticker: str) -> Decimal:
"""Return the fraction (0..1) of the portfolio held in ``ticker``.
"""Fraction of bot equity (USD) exposed to ``ticker``.
Iterates the holdings list and aggregates ``current_value_eur``
for any holding whose ticker contains ``ticker`` (case-insensitive).
Empty portfolio → 0.
Sums absolute USD notional of open positions whose instrument
label contains ``ticker`` (case-insensitive) on Deribit and
Hyperliquid, divided by the bot's total USD equity. Returns 0
when there is no equity or no exposure.
"""
holdings = await self._http.call("get_holdings", {"min_value_eur": 0})
if not isinstance(holdings, list):
raise McpDataAnomalyError(
f"portfolio get_holdings unexpected shape: {type(holdings).__name__}",
service=self.SERVICE,
tool="get_holdings",
)
target = ticker.upper()
matching_value = Decimal("0")
total_value = Decimal("0")
for entry in holdings:
if not isinstance(entry, dict):
continue
value = entry.get("current_value_eur")
if value is None:
continue
value_dec = Decimal(str(value))
total_value += value_dec
entry_ticker = str(entry.get("ticker") or "").upper()
if target in entry_ticker:
matching_value += value_dec
deribit_pos_t = asyncio.create_task(
self._deribit.get_positions(currency="USDC")
)
hl_pos_t = asyncio.create_task(self._hyperliquid.get_positions())
equity_t = asyncio.create_task(self._equity_usd_components())
await asyncio.gather(deribit_pos_t, hl_pos_t, equity_t)
if total_value == 0:
return Decimal("0")
return matching_value / total_value
exposure_usd = Decimal(0)
for raw_pos in cast(Iterable[Any], deribit_pos_t.result()):
if not isinstance(raw_pos, dict):
continue
if target in _instrument_label(raw_pos):
exposure_usd += _position_notional_usd(raw_pos)
for raw_pos in cast(Iterable[Any], hl_pos_t.result()):
if not isinstance(raw_pos, dict):
continue
if target in _instrument_label(raw_pos):
exposure_usd += _position_notional_usd(raw_pos)
async def health(self) -> dict[str, Any]:
"""Lightweight call used by ``cerbero-bite ping``."""
result: Any = await self._http.call("get_last_update_info", {})
return result if isinstance(result, dict) else {}
deribit_eq, hl_eq = equity_t.result()
total_eq = deribit_eq + hl_eq
if total_eq <= 0:
return Decimal(0)
return exposure_usd / total_eq
+126 -49
View File
@@ -1,41 +1,115 @@
"""Wrapper around ``mcp-telegram`` (notify-only mode).
"""Direct Telegram Bot API client (notify-only).
Cerbero Bite during the testnet phase (and through the soft launch) is
fully autonomous: Telegram is used purely to *notify* Adriano of what
the engine has done, never to gate execution. As a consequence:
Cerbero Bite is fully autonomous: Telegram is used solely to *notify*
the operator of what the engine has done — there is no inbound queue
and no confirmation logic.
* No ``send_with_buttons`` and no callback queue.
* Confirmation timeouts are handled inside the orchestrator's own
state machine, not by waiting on Telegram replies.
* All notifications go through one of the typed endpoints
(``notify``, ``notify_position_opened``, ``notify_position_closed``,
``notify_alert``, ``notify_system_error``) — the formatting lives
on the server side.
Credentials are read from the environment:
* ``CERBERO_BITE_TELEGRAM_BOT_TOKEN`` — bot token from BotFather.
* ``CERBERO_BITE_TELEGRAM_CHAT_ID`` — destination chat id.
If either is missing the client runs in **disabled** mode: every
``notify_*`` becomes a no-op logged at DEBUG. This keeps unconfigured
deployments and the test environment harmless.
"""
from __future__ import annotations
import logging
import os
from decimal import Decimal
from typing import Any
from cerbero_bite.clients._base import HttpToolClient
import httpx
__all__ = ["TelegramClient"]
__all__ = [
"TELEGRAM_BOT_TOKEN_ENV",
"TELEGRAM_CHAT_ID_ENV",
"TelegramClient",
"TelegramError",
"load_telegram_credentials",
]
def _to_float(value: Decimal | float) -> float:
return float(value) if isinstance(value, Decimal) else value
TELEGRAM_BOT_TOKEN_ENV = "CERBERO_BITE_TELEGRAM_BOT_TOKEN"
TELEGRAM_CHAT_ID_ENV = "CERBERO_BITE_TELEGRAM_CHAT_ID"
_log = logging.getLogger("cerbero_bite.clients.telegram")
class TelegramError(RuntimeError):
"""Raised when the Telegram Bot API rejects a sendMessage call."""
def _to_float(value: Decimal | float | int) -> float:
return float(value)
def load_telegram_credentials(
env: dict[str, str] | None = None,
) -> tuple[str | None, str | None]:
"""Return ``(bot_token, chat_id)`` from env. Empty strings → ``None``."""
e = env if env is not None else os.environ
token = (e.get(TELEGRAM_BOT_TOKEN_ENV) or "").strip() or None
chat = (e.get(TELEGRAM_CHAT_ID_ENV) or "").strip() or None
return token, chat
class TelegramClient:
SERVICE = "telegram"
"""Notify-only client over the public Telegram Bot API."""
def __init__(self, http: HttpToolClient) -> None:
if http.service != self.SERVICE:
raise ValueError(
f"TelegramClient requires service '{self.SERVICE}', got '{http.service}'"
BASE_URL = "https://api.telegram.org"
def __init__(
self,
*,
bot_token: str | None,
chat_id: str | None,
http_client: httpx.AsyncClient | None = None,
timeout_s: float = 5.0,
parse_mode: str = "HTML",
) -> None:
self._token = (bot_token or "").strip() or None
self._chat_id = (str(chat_id).strip() if chat_id is not None else "") or None
self._client = http_client
self._timeout = timeout_s
self._parse_mode = parse_mode
@property
def enabled(self) -> bool:
return self._token is not None and self._chat_id is not None
async def _send(self, text: str) -> None:
if not self.enabled:
_log.debug("telegram disabled, dropping message: %s", text[:120])
return
url = f"{self.BASE_URL}/bot{self._token}/sendMessage"
payload: dict[str, Any] = {
"chat_id": self._chat_id,
"text": text,
"parse_mode": self._parse_mode,
"disable_web_page_preview": True,
}
client = self._client
owns = client is None
if client is None:
client = httpx.AsyncClient(timeout=self._timeout)
try:
resp = await client.post(url, json=payload, timeout=self._timeout)
finally:
if owns:
await client.aclose()
if resp.status_code != 200:
raise TelegramError(
f"telegram HTTP {resp.status_code}: {resp.text[:200]}"
)
self._http = http
data = resp.json()
if not isinstance(data, dict) or not data.get("ok", False):
desc = (
data.get("description", "?") if isinstance(data, dict) else str(data)
)
raise TelegramError(f"telegram api error: {desc}")
async def notify(
self,
@@ -44,10 +118,10 @@ class TelegramClient:
priority: str = "normal",
tag: str | None = None,
) -> None:
body: dict[str, Any] = {"message": message, "priority": priority}
if tag is not None:
body["tag"] = tag
await self._http.call("notify", body)
prefix = f"[{priority.upper()}]"
if tag:
prefix = f"{prefix}[{tag}]"
await self._send(f"{prefix} {message}")
async def notify_position_opened(
self,
@@ -59,17 +133,19 @@ class TelegramClient:
greeks: dict[str, Decimal | float] | None = None,
expected_pnl_usd: Decimal | float | None = None,
) -> None:
body: dict[str, Any] = {
"instrument": instrument,
"side": side,
"size": float(size),
"strategy": strategy,
}
if greeks is not None:
body["greeks"] = {k: _to_float(v) for k, v in greeks.items()}
lines = [
"<b>POSITION OPENED</b>",
f"instrument: <code>{instrument}</code>",
f"side: {side} | size: {size} | strategy: {strategy}",
]
if greeks:
joined = ", ".join(
f"{k}={_to_float(v):+.4f}" for k, v in greeks.items()
)
lines.append(f"greeks: {joined}")
if expected_pnl_usd is not None:
body["expected_pnl"] = _to_float(expected_pnl_usd)
await self._http.call("notify_position_opened", body)
lines.append(f"expected pnl: ${_to_float(expected_pnl_usd):+.2f}")
await self._send("\n".join(lines))
async def notify_position_closed(
self,
@@ -78,13 +154,12 @@ class TelegramClient:
realized_pnl_usd: Decimal | float,
reason: str,
) -> None:
await self._http.call(
"notify_position_closed",
{
"instrument": instrument,
"realized_pnl": _to_float(realized_pnl_usd),
"reason": reason,
},
pnl = _to_float(realized_pnl_usd)
await self._send(
"<b>POSITION CLOSED</b>\n"
f"instrument: <code>{instrument}</code>\n"
f"realized pnl: ${pnl:+.2f}\n"
f"reason: {reason}"
)
async def notify_alert(
@@ -94,9 +169,10 @@ class TelegramClient:
message: str,
priority: str = "high",
) -> None:
await self._http.call(
"notify_alert",
{"source": source, "message": message, "priority": priority},
await self._send(
f"<b>ALERT [{priority.upper()}]</b>\n"
f"source: {source}\n"
f"{message}"
)
async def notify_system_error(
@@ -106,7 +182,8 @@ class TelegramClient:
component: str | None = None,
priority: str = "critical",
) -> None:
body: dict[str, Any] = {"message": message, "priority": priority}
if component is not None:
body["component"] = component
await self._http.call("notify_system_error", body)
text = f"<b>SYSTEM ERROR [{priority.upper()}]</b>\n"
if component:
text += f"component: {component}\n"
text += message
await self._send(text)
+4 -4
View File
@@ -31,13 +31,15 @@ __all__ = [
# Service identifier → (default Docker DNS host, default port, env var name)
#
# Telegram and Portfolio used to be shared MCP services; both are now
# in-process per bot (Telegram → public Bot API, Portfolio → aggregator
# over Deribit + Hyperliquid + Macro). They are no longer listed here.
MCP_SERVICES: dict[str, tuple[str, int, str]] = {
"deribit": ("mcp-deribit", 9011, "CERBERO_BITE_MCP_DERIBIT_URL"),
"hyperliquid": ("mcp-hyperliquid", 9012, "CERBERO_BITE_MCP_HYPERLIQUID_URL"),
"macro": ("mcp-macro", 9013, "CERBERO_BITE_MCP_MACRO_URL"),
"sentiment": ("mcp-sentiment", 9014, "CERBERO_BITE_MCP_SENTIMENT_URL"),
"telegram": ("mcp-telegram", 9017, "CERBERO_BITE_MCP_TELEGRAM_URL"),
"portfolio": ("mcp-portfolio", 9018, "CERBERO_BITE_MCP_PORTFOLIO_URL"),
}
@@ -58,8 +60,6 @@ class McpEndpoints:
hyperliquid: str
macro: str
sentiment: str
telegram: str
portfolio: str
def for_service(self, name: str) -> str:
try:
+4 -1
View File
@@ -71,8 +71,11 @@ class AlertManager:
return
if severity == Severity.MEDIUM:
# The TelegramClient already prefixes [PRIORITY][tag] in the
# rendered text, so we pass the raw message and let the
# client compose the final form.
await self._telegram.notify(
f"[{source}] {message}", priority="high", tag=source
message, priority="high", tag=source
)
return
+21 -7
View File
@@ -22,7 +22,7 @@ from cerbero_bite.clients.hyperliquid import HyperliquidClient
from cerbero_bite.clients.macro import MacroClient
from cerbero_bite.clients.portfolio import PortfolioClient
from cerbero_bite.clients.sentiment import SentimentClient
from cerbero_bite.clients.telegram import TelegramClient
from cerbero_bite.clients.telegram import TelegramClient, load_telegram_credentials
from cerbero_bite.config.mcp_endpoints import McpEndpoints
from cerbero_bite.config.schema import StrategyConfig
from cerbero_bite.runtime.alert_manager import AlertManager
@@ -145,11 +145,25 @@ def build_runtime(
client=http_client,
)
telegram = TelegramClient(_client("telegram"))
bot_token, chat_id = load_telegram_credentials()
telegram = TelegramClient(
bot_token=bot_token,
chat_id=chat_id,
http_client=http_client,
timeout_s=timeout_s,
)
alert_manager = AlertManager(
telegram=telegram, audit_log=audit_log, kill_switch=kill_switch
)
deribit = DeribitClient(_client("deribit"))
macro = MacroClient(_client("macro"))
sentiment = SentimentClient(_client("sentiment"))
hyperliquid = HyperliquidClient(_client("hyperliquid"))
portfolio = PortfolioClient(
deribit=deribit, hyperliquid=hyperliquid, macro=macro
)
return RuntimeContext(
cfg=cfg,
db_path=db_path,
@@ -158,11 +172,11 @@ def build_runtime(
audit_log=audit_log,
kill_switch=kill_switch,
alert_manager=alert_manager,
deribit=DeribitClient(_client("deribit")),
macro=MacroClient(_client("macro")),
sentiment=SentimentClient(_client("sentiment")),
hyperliquid=HyperliquidClient(_client("hyperliquid")),
portfolio=PortfolioClient(_client("portfolio")),
deribit=deribit,
macro=macro,
sentiment=sentiment,
hyperliquid=hyperliquid,
portfolio=portfolio,
telegram=telegram,
http_client=http_client,
clock=clk,
-1
View File
@@ -66,7 +66,6 @@ class HealthCheck:
_probe("macro", self._ctx.macro.get_calendar(days=1)),
_probe("sentiment", self._probe_sentiment()),
_probe("hyperliquid", self._ctx.hyperliquid.funding_rate_annualized("ETH")),
_probe("portfolio", self._ctx.portfolio.total_equity_eur()),
)
# SQLite health: lightweight transaction.
-11
View File
@@ -71,11 +71,6 @@ def _wire_boot_dependencies(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
@@ -115,11 +110,5 @@ async def test_boot_detects_audit_truncation(
orch = _build(tmp_path)
_wire_boot_dependencies(httpx_mock)
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify_system_error",
json={"ok": True},
is_reusable=True,
)
await orch.boot()
assert orch.context.kill_switch.is_armed() is True
+32 -30
View File
@@ -154,18 +154,39 @@ def _wire_market_snapshot(
json={"events": macro_events or []},
is_reusable=True,
)
# In-process portfolio aggregator: wire the underlying exchange and
# macro endpoints so total_equity_eur and asset_pct_of_portfolio
# produce the requested ``portfolio_eur`` and ``eth_pct``.
# FX rate fixed at 1.0 → EUR amount equals USD amount in tests.
portfolio_eur_f = float(portfolio_eur)
httpx_mock.add_response(
url="http://mcp-portfolio:9018/tools/get_holdings",
url="http://mcp-macro:9013/tools/get_asset_price",
json={"ticker": "EURUSD", "price": 1.0},
is_reusable=True,
)
httpx_mock.add_response(
url="http://mcp-deribit:9011/tools/get_account_summary",
json={"equity": portfolio_eur_f, "currency": "USDC"},
is_reusable=True,
)
httpx_mock.add_response(
url="http://mcp-deribit:9011/tools/get_positions",
json=[
{"ticker": "AAPL", "current_value_eur": portfolio_eur_f * (1 - eth_pct)},
{"ticker": "ETH-USD", "current_value_eur": portfolio_eur_f * eth_pct},
{
"instrument_name": "ETH-15MAY26-2475-P",
"notional_usd": portfolio_eur_f * eth_pct,
}
],
is_reusable=True,
)
httpx_mock.add_response(
url="http://mcp-portfolio:9018/tools/get_total_portfolio_value",
json={"total_value_eur": portfolio_eur_f},
url="http://mcp-hyperliquid:9012/tools/get_account_summary",
json={"equity": 0.0},
is_reusable=True,
)
httpx_mock.add_response(
url="http://mcp-hyperliquid:9012/tools/get_positions",
json=[],
is_reusable=True,
)
@@ -262,11 +283,12 @@ def _wire_combo_order(
def _wire_telegram_notify_position_opened(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify_position_opened",
json={"ok": True},
is_reusable=True,
)
"""No-op: Telegram is now an in-process client with disabled mode in tests.
Kept for call-site compatibility; the function used to register an MCP
notify mock but post-refactor there is no HTTP endpoint to mock when
the bot has no Telegram credentials configured.
"""
# ---------------------------------------------------------------------------
@@ -355,11 +377,6 @@ async def test_below_capital_minimum_returns_no_entry(
now: datetime,
httpx_mock: HTTPXMock,
) -> None:
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify",
json={"ok": True},
is_reusable=True,
)
# 500 EUR × 1.075 = 537 USD < 720 cfg minimum
_wire_market_snapshot(httpx_mock, portfolio_eur=500.0)
ctx = _ctx(cfg, runtime_paths, now)
@@ -377,11 +394,6 @@ async def test_macro_event_within_dte_blocks_entry(
now: datetime,
httpx_mock: HTTPXMock,
) -> None:
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify",
json={"ok": True},
is_reusable=True,
)
macro_events = [
{
"name": "FOMC",
@@ -406,11 +418,6 @@ async def test_no_bias_returns_no_entry(
now: datetime,
httpx_mock: HTTPXMock,
) -> None:
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify",
json={"ok": True},
is_reusable=True,
)
# Funding cross neutral (=0) and DVOL 40 → no IC, no directional;
# entry validates clean otherwise.
_wire_market_snapshot(
@@ -507,11 +514,6 @@ async def test_broker_reject_marks_position_cancelled(
},
is_reusable=True,
)
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify_alert",
json={"ok": True},
is_reusable=True,
)
bull_cfg = golden_config(
entry=type(cfg.entry)(
**{**cfg.entry.model_dump(), "trend_bull_threshold_pct": Decimal("0")}
-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
-10
View File
@@ -231,11 +231,6 @@ async def test_monitor_closes_position_on_profit_take(
},
is_reusable=True,
)
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify_position_closed",
json={"ok": True},
is_reusable=True,
)
res = await run_monitor_cycle(ctx, now=now)
assert len(res.outcomes) == 1
@@ -296,11 +291,6 @@ async def test_monitor_uses_dvol_history_for_return_4h(
},
is_reusable=True,
)
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify_position_closed",
json={"ok": True},
is_reusable=True,
)
res = await run_monitor_cycle(ctx, now=now)
assert res.outcomes[0].action == "CLOSE_AVERSE"
-11
View File
@@ -56,11 +56,6 @@ def _wire_health_probes(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,
)
def _build_orch(tmp_path: Path, *, expected: str = "testnet") -> Orchestrator:
@@ -110,12 +105,6 @@ async def test_boot_arms_kill_switch_on_environment_mismatch(
json=[],
is_reusable=True,
)
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify_system_error",
json={"ok": True},
is_reusable=True,
)
orch = _build_orch(tmp_path, expected="testnet")
await orch.boot()
assert orch.context.kill_switch.is_armed() is True
-10
View File
@@ -115,11 +115,6 @@ async def test_recovery_cancels_awaiting_fill_when_broker_lacks_legs(
url="http://mcp-deribit:9011/tools/get_positions",
json=[],
)
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify_system_error",
json={"ok": True},
is_reusable=True,
)
await recover_state(ctx, now=_now())
@@ -154,11 +149,6 @@ async def test_recovery_alerts_on_open_position_missing_on_broker(
url="http://mcp-deribit:9011/tools/get_positions",
json=[],
)
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify_system_error",
json={"ok": True},
is_reusable=True,
)
await recover_state(ctx, now=_now())
assert ctx.kill_switch.is_armed() is True
+14 -31
View File
@@ -9,13 +9,14 @@ from pathlib import Path
import pytest
from pytest_httpx import HTTPXMock
from cerbero_bite.clients._base import HttpToolClient
from cerbero_bite.clients.telegram import TelegramClient
from cerbero_bite.runtime.alert_manager import AlertManager, Severity
from cerbero_bite.safety import AuditLog, iter_entries
from cerbero_bite.safety.kill_switch import KillSwitch
from cerbero_bite.state import Repository, connect, run_migrations, transaction
SEND_URL = "https://api.telegram.org/botTOK/sendMessage"
def _make_alert_manager(tmp_path: Path) -> tuple[AlertManager, Path, Path, KillSwitch]:
db_path = tmp_path / "state.sqlite"
@@ -39,14 +40,7 @@ def _make_alert_manager(tmp_path: Path) -> tuple[AlertManager, Path, Path, KillS
audit_log=audit,
clock=lambda: next(times),
)
telegram = TelegramClient(
HttpToolClient(
service="telegram",
base_url="http://mcp-telegram:9017",
token="t",
retry_max=1,
)
)
telegram = TelegramClient(bot_token="TOK", chat_id="42")
return AlertManager(telegram=telegram, audit_log=audit, kill_switch=ks), audit_path, db_path, ks
@@ -65,17 +59,13 @@ async def test_low_emits_audit_only(tmp_path: Path, httpx_mock: HTTPXMock) -> No
@pytest.mark.asyncio
async def test_medium_calls_telegram_notify(tmp_path: Path, httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify", json={"ok": True}
)
httpx_mock.add_response(url=SEND_URL, json={"ok": True})
am, audit_path, _, ks = _make_alert_manager(tmp_path)
await am.medium(source="entry_cycle", message="snapshot delayed")
requests = httpx_mock.get_requests()
assert len(requests) == 1
body = json.loads(requests[0].read())
assert body["message"] == "[entry_cycle] snapshot delayed"
assert body["priority"] == "high"
assert body["tag"] == "entry_cycle"
assert body["text"] == "[HIGH][entry_cycle] snapshot delayed"
assert ks.is_armed() is False
assert any(e.payload["severity"] == "medium" for e in iter_entries(audit_path))
@@ -84,17 +74,13 @@ async def test_medium_calls_telegram_notify(tmp_path: Path, httpx_mock: HTTPXMoc
async def test_high_arms_kill_switch_and_calls_notify_alert(
tmp_path: Path, httpx_mock: HTTPXMock
) -> None:
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify_alert", json={"ok": True}
)
httpx_mock.add_response(url=SEND_URL, json={"ok": True})
am, _, _, ks = _make_alert_manager(tmp_path)
await am.high(source="health", message="3 consecutive MCP failures")
body = json.loads(httpx_mock.get_request().read())
assert body == {
"source": "health",
"message": "3 consecutive MCP failures",
"priority": "high",
}
text = body["text"]
assert "ALERT [HIGH]" in text
assert "health" in text and "3 consecutive MCP failures" in text
assert ks.is_armed() is True
@@ -102,9 +88,7 @@ async def test_high_arms_kill_switch_and_calls_notify_alert(
async def test_critical_arms_kill_switch_and_calls_notify_system_error(
tmp_path: Path, httpx_mock: HTTPXMock
) -> None:
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify_system_error", json={"ok": True}
)
httpx_mock.add_response(url=SEND_URL, json={"ok": True})
am, _, _, ks = _make_alert_manager(tmp_path)
await am.critical(
source="audit_chain",
@@ -112,8 +96,9 @@ async def test_critical_arms_kill_switch_and_calls_notify_system_error(
component="safety.audit_log",
)
body = json.loads(httpx_mock.get_request().read())
assert body["component"] == "safety.audit_log"
assert body["priority"] == "critical"
text = body["text"]
assert "SYSTEM ERROR [CRITICAL]" in text
assert "safety.audit_log" in text
assert ks.is_armed() is True
@@ -121,9 +106,7 @@ async def test_critical_arms_kill_switch_and_calls_notify_system_error(
async def test_critical_when_already_armed_is_idempotent(
tmp_path: Path, httpx_mock: HTTPXMock
) -> None:
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify_system_error", json={"ok": True}
)
httpx_mock.add_response(url=SEND_URL, json={"ok": True})
am, _, _, ks = _make_alert_manager(tmp_path)
ks.arm(reason="prior", source="manual")
assert ks.is_armed() is True
+4 -12
View File
@@ -49,10 +49,6 @@ def test_ping_reports_each_service(
url="http://mcp-sentiment:9014/tools/get_cross_exchange_funding",
json={"snapshot": {"ETH": {"binance": 0.0001}}},
)
httpx_mock.add_response(
url="http://mcp-portfolio:9018/tools/get_total_portfolio_value",
json={"total_value_eur": 5000.0},
)
result = CliRunner().invoke(
cli_main, ["ping", "--token-file", str(token_file), "--timeout", "1.0"]
@@ -62,10 +58,10 @@ def test_ping_reports_each_service(
assert "hyperliquid" in result.output
assert "macro" in result.output
assert "sentiment" in result.output
assert "portfolio" in result.output
assert "telegram" in result.output # listed even if skipped
# at least 5 OK statuses
assert result.output.count("OK") >= 5
# Telegram and Portfolio are no longer MCP services and are not
# listed by the ping command.
assert "portfolio" not in result.output
assert "OK" in result.output
def test_ping_reports_failure_when_service_unreachable(
@@ -90,10 +86,6 @@ def test_ping_reports_failure_when_service_unreachable(
url="http://mcp-sentiment:9014/tools/get_cross_exchange_funding",
json={"snapshot": {"ETH": {"binance": 0.0001}}},
)
httpx_mock.add_response(
url="http://mcp-portfolio:9018/tools/get_total_portfolio_value",
json={"total_value_eur": 0.0},
)
result = CliRunner().invoke(
cli_main, ["ping", "--token-file", str(token_file), "--timeout", "1.0"]
+203 -58
View File
@@ -1,95 +1,240 @@
"""Tests for PortfolioClient."""
"""Tests for in-process PortfolioClient (composes deribit + hyperliquid + macro)."""
from __future__ import annotations
from decimal import Decimal
from typing import Any
import pytest
from pytest_httpx import HTTPXMock
from cerbero_bite.clients._base import HttpToolClient
from cerbero_bite.clients._exceptions import McpDataAnomalyError
from cerbero_bite.clients.portfolio import PortfolioClient
# ---------------------------------------------------------------------------
# Test doubles
# ---------------------------------------------------------------------------
def _client() -> PortfolioClient:
http = HttpToolClient(
service="portfolio",
base_url="http://mcp-portfolio:9018",
token="t",
retry_max=1,
class _FakeDeribit:
SERVICE = "deribit"
def __init__(
self,
*,
equity_usd: Decimal | float = Decimal("0"),
positions: list[dict[str, Any]] | None = None,
) -> None:
self._equity = Decimal(str(equity_usd))
self._positions = positions or []
async def get_account_summary(self, currency: str = "USDC") -> dict[str, Any]:
assert currency == "USDC"
return {"equity": float(self._equity), "currency": "USDC"}
async def get_positions(self, currency: str = "USDC") -> list[dict[str, Any]]:
assert currency == "USDC"
return list(self._positions)
class _FakeHyperliquid:
SERVICE = "hyperliquid"
def __init__(
self,
*,
equity_usd: Decimal | float = Decimal("0"),
positions: list[dict[str, Any]] | None = None,
) -> None:
self._equity = Decimal(str(equity_usd))
self._positions = positions or []
async def get_account_summary(self) -> dict[str, Any]:
return {"equity": float(self._equity)}
async def get_positions(self) -> list[dict[str, Any]]:
return list(self._positions)
class _FakeMacro:
SERVICE = "macro"
def __init__(self, *, eur_usd: Decimal | float | None = Decimal("1.10")) -> None:
self._eur_usd = eur_usd
async def eur_usd_rate(self) -> Decimal:
if self._eur_usd is None:
raise McpDataAnomalyError(
"missing", service="macro", tool="get_asset_price"
)
return PortfolioClient(http)
return Decimal(str(self._eur_usd))
@pytest.mark.asyncio
async def test_total_equity_eur(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(
url="http://mcp-portfolio:9018/tools/get_total_portfolio_value",
json={"total_value_eur": 12345.67},
def _make(
*,
deribit_eq: Decimal | float = 0,
hl_eq: Decimal | float = 0,
deribit_pos: list[dict[str, Any]] | None = None,
hl_pos: list[dict[str, Any]] | None = None,
eur_usd: Decimal | float | None = Decimal("1.10"),
) -> PortfolioClient:
return PortfolioClient(
deribit=_FakeDeribit(equity_usd=deribit_eq, positions=deribit_pos),
hyperliquid=_FakeHyperliquid(equity_usd=hl_eq, positions=hl_pos),
macro=_FakeMacro(eur_usd=eur_usd),
)
out = await _client().total_equity_eur()
assert out == Decimal("12345.67")
# ---------------------------------------------------------------------------
# total_equity_usd / total_equity_eur
# ---------------------------------------------------------------------------
@pytest.mark.asyncio
async def test_total_equity_anomaly_when_missing(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(json={})
with pytest.raises(McpDataAnomalyError, match="total_value_eur"):
await _client().total_equity_eur()
async def test_total_equity_usd_sums_both_exchanges() -> None:
p = _make(deribit_eq="1500.50", hl_eq="982.50")
assert await p.total_equity_usd() == Decimal("2483.00")
@pytest.mark.asyncio
async def test_total_equity_anomaly_on_unexpected_shape(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(json=[1, 2, 3])
with pytest.raises(McpDataAnomalyError, match="unexpected shape"):
await _client().total_equity_eur()
async def test_total_equity_eur_converts_with_fx() -> None:
p = _make(deribit_eq="1100", hl_eq="0", eur_usd="1.10")
# 1100 USD / 1.10 = 1000 EUR
assert await p.total_equity_eur() == Decimal("1000")
@pytest.mark.asyncio
async def test_asset_pct_aggregates_matching_tickers(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(
url="http://mcp-portfolio:9018/tools/get_holdings",
json=[
{"ticker": "ETH-USD", "current_value_eur": 3000.0},
{"ticker": "ETHE", "current_value_eur": 1000.0}, # ETH ticker variant
{"ticker": "AAPL", "current_value_eur": 6000.0},
async def test_total_equity_eur_zero_when_no_balance() -> None:
p = _make(deribit_eq=0, hl_eq=0, eur_usd="1.20")
assert await p.total_equity_eur() == Decimal("0")
@pytest.mark.asyncio
async def test_total_equity_eur_raises_on_non_positive_fx() -> None:
p = _make(deribit_eq="100", hl_eq="0", eur_usd="0")
with pytest.raises(McpDataAnomalyError, match="non-positive EURUSD"):
await p.total_equity_eur()
@pytest.mark.asyncio
async def test_total_equity_eur_propagates_macro_anomaly() -> None:
p = _make(deribit_eq="100", hl_eq="0", eur_usd=None)
with pytest.raises(McpDataAnomalyError):
await p.total_equity_eur()
# ---------------------------------------------------------------------------
# asset_pct_of_portfolio
# ---------------------------------------------------------------------------
@pytest.mark.asyncio
async def test_asset_pct_aggregates_eth_across_both_exchanges() -> None:
p = _make(
deribit_eq="5000",
hl_eq="5000",
deribit_pos=[
{
"instrument_name": "ETH-15MAY26-2475-P",
"size": 10,
"mark_price": 100,
},
# BTC position should be ignored when asking for ETH
{
"instrument_name": "BTC-PERPETUAL",
"size": 1,
"mark_price": 75000,
},
],
hl_pos=[
{"coin": "ETH", "notional_usd": 1000},
],
)
pct = await _client().asset_pct_of_portfolio("ETH")
# 4000 / 10000 = 0.4
assert pct == Decimal("0.4")
# ETH exposure: 10×100 (deribit) + 1000 (hl) = 2000
# total equity: 10000
pct = await p.asset_pct_of_portfolio("ETH")
assert pct == Decimal("0.2")
@pytest.mark.asyncio
async def test_asset_pct_returns_zero_for_empty_portfolio(
httpx_mock: HTTPXMock,
) -> None:
httpx_mock.add_response(json=[])
assert await _client().asset_pct_of_portfolio("ETH") == Decimal("0")
async def test_asset_pct_returns_zero_when_no_positions() -> None:
p = _make(deribit_eq="1000", hl_eq="0")
assert await p.asset_pct_of_portfolio("ETH") == Decimal("0")
@pytest.mark.asyncio
async def test_asset_pct_skips_entries_without_value(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(
json=[
{"ticker": "ETH", "current_value_eur": None},
{"ticker": "AAPL", "current_value_eur": 1000.0},
]
async def test_asset_pct_returns_zero_when_no_equity() -> None:
p = _make(
deribit_eq=0,
hl_eq=0,
deribit_pos=[
{"instrument_name": "ETH-PERP", "notional_usd": 100},
],
)
assert await _client().asset_pct_of_portfolio("ETH") == Decimal("0")
assert await p.asset_pct_of_portfolio("ETH") == Decimal("0")
@pytest.mark.asyncio
async def test_asset_pct_anomaly_when_response_not_list(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(json={"holdings": []})
with pytest.raises(McpDataAnomalyError, match="unexpected shape"):
await _client().asset_pct_of_portfolio("ETH")
def test_portfolio_client_rejects_wrong_service() -> None:
bad = HttpToolClient(
service="macro", base_url="http://x:1", token="t", retry_max=1
async def test_asset_pct_uses_explicit_notional_when_present() -> None:
p = _make(
deribit_eq="1000",
hl_eq=0,
deribit_pos=[
# explicit notional_usd takes precedence over size×mark
{
"instrument_name": "ETH-XYZ",
"notional_usd": 250,
"size": 999,
"mark_price": 999,
},
],
)
with pytest.raises(ValueError, match="requires service 'portfolio'"):
PortfolioClient(bad)
assert await p.asset_pct_of_portfolio("ETH") == Decimal("0.25")
@pytest.mark.asyncio
async def test_asset_pct_falls_back_to_size_times_mark() -> None:
p = _make(
deribit_eq="1000",
hl_eq=0,
deribit_pos=[
{"instrument_name": "ETH-XYZ", "size": 5, "mark_price": 40},
],
)
# 5×40 / 1000 = 0.2
assert await p.asset_pct_of_portfolio("ETH") == Decimal("0.2")
@pytest.mark.asyncio
async def test_asset_pct_takes_absolute_value_for_short_positions() -> None:
p = _make(
deribit_eq="1000",
hl_eq=0,
hl_pos=[{"coin": "ETH", "size": -10, "mark_price": 50}],
)
# |-10×50| / 1000 = 0.5
assert await p.asset_pct_of_portfolio("ETH") == Decimal("0.5")
@pytest.mark.asyncio
async def test_asset_pct_case_insensitive_match() -> None:
p = _make(
deribit_eq="1000",
hl_eq=0,
deribit_pos=[
{"instrument_name": "eth-perpetual", "notional_usd": 300},
],
)
assert await p.asset_pct_of_portfolio("eth") == Decimal("0.3")
@pytest.mark.asyncio
async def test_asset_pct_skips_non_dict_entries() -> None:
p = _make(
deribit_eq="1000",
hl_eq=0,
deribit_pos=[
"not a dict", # type: ignore[list-item]
{"instrument_name": "ETH", "notional_usd": 100},
],
)
assert await p.asset_pct_of_portfolio("ETH") == Decimal("0.1")
+170 -56
View File
@@ -1,25 +1,27 @@
"""Tests for TelegramClient (notify-only mode)."""
"""Tests for in-process TelegramClient (Bot API, notify-only)."""
from __future__ import annotations
import json
from decimal import Decimal
import httpx
import pytest
from pytest_httpx import HTTPXMock
from cerbero_bite.clients._base import HttpToolClient
from cerbero_bite.clients.telegram import TelegramClient
from cerbero_bite.clients.telegram import (
TelegramClient,
TelegramError,
load_telegram_credentials,
)
SEND_URL = "https://api.telegram.org/botTOK/sendMessage"
def _client() -> TelegramClient:
http = HttpToolClient(
service="telegram",
base_url="http://mcp-telegram:9017",
token="t",
retry_max=1,
)
return TelegramClient(http)
def _client(**kw) -> TelegramClient:
defaults = {"bot_token": "TOK", "chat_id": "42"}
defaults.update(kw)
return TelegramClient(**defaults)
def _request_body(httpx_mock: HTTPXMock) -> dict:
@@ -28,34 +30,66 @@ def _request_body(httpx_mock: HTTPXMock) -> dict:
return json.loads(request.read())
# ---------------------------------------------------------------------------
# enabled / disabled
# ---------------------------------------------------------------------------
def test_enabled_when_both_token_and_chat_id_present() -> None:
assert _client().enabled is True
def test_disabled_when_token_missing() -> None:
c = TelegramClient(bot_token=None, chat_id="42")
assert c.enabled is False
def test_disabled_when_chat_id_missing() -> None:
c = TelegramClient(bot_token="TOK", chat_id=None)
assert c.enabled is False
def test_disabled_when_token_blank() -> None:
c = TelegramClient(bot_token=" ", chat_id="42")
assert c.enabled is False
@pytest.mark.asyncio
async def test_notify_sends_message_with_priority(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify",
json={"ok": True},
)
async def test_disabled_notify_is_noop(httpx_mock: HTTPXMock) -> None:
c = TelegramClient(bot_token=None, chat_id=None)
await c.notify("hello")
assert httpx_mock.get_requests() == []
# ---------------------------------------------------------------------------
# notify formatting
# ---------------------------------------------------------------------------
@pytest.mark.asyncio
async def test_notify_sends_with_priority_and_tag(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(url=SEND_URL, json={"ok": True, "result": {}})
await _client().notify("hello", priority="high", tag="entry")
body = _request_body(httpx_mock)
assert body == {"message": "hello", "priority": "high", "tag": "entry"}
assert body["chat_id"] == "42"
assert body["parse_mode"] == "HTML"
assert body["text"] == "[HIGH][entry] hello"
assert body["disable_web_page_preview"] is True
@pytest.mark.asyncio
async def test_notify_default_priority_normal(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(json={"ok": True})
httpx_mock.add_response(url=SEND_URL, json={"ok": True})
await _client().notify("plain")
body = _request_body(httpx_mock)
assert body["priority"] == "normal"
assert "tag" not in body
assert body["text"] == "[NORMAL] plain"
@pytest.mark.asyncio
async def test_notify_position_opened_serialises_decimals(
async def test_notify_position_opened_formats_decimals(
httpx_mock: HTTPXMock,
) -> None:
httpx_mock.add_response(
url="http://mcp-telegram:9017/tools/notify_position_opened",
json={"ok": True},
)
httpx_mock.add_response(url=SEND_URL, json={"ok": True})
await _client().notify_position_opened(
instrument="ETH-15MAY26-2475-P",
side="SELL",
@@ -64,59 +98,139 @@ async def test_notify_position_opened_serialises_decimals(
greeks={"delta": Decimal("-0.04"), "vega": Decimal("0.20")},
expected_pnl_usd=Decimal("45.00"),
)
body = _request_body(httpx_mock)
assert body["instrument"] == "ETH-15MAY26-2475-P"
assert body["greeks"] == {"delta": -0.04, "vega": 0.20}
assert body["expected_pnl"] == 45.0
assert body["size"] == 2.0
text = _request_body(httpx_mock)["text"]
assert "POSITION OPENED" in text
assert "ETH-15MAY26-2475-P" in text
assert "SELL" in text and "size: 2" in text and "bull_put" in text
assert "delta=-0.0400" in text and "vega=+0.2000" in text
assert "$+45.00" in text
@pytest.mark.asyncio
async def test_notify_position_opened_without_greeks(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(url=SEND_URL, json={"ok": True})
await _client().notify_position_opened(
instrument="BTC-PERPETUAL", side="BUY", size=1, strategy="hedge"
)
text = _request_body(httpx_mock)["text"]
assert "greeks" not in text
assert "expected pnl" not in text
@pytest.mark.asyncio
async def test_notify_position_closed(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(json={"ok": True})
httpx_mock.add_response(url=SEND_URL, json={"ok": True})
await _client().notify_position_closed(
instrument="ETH-15MAY26-2475-P_2350-P",
realized_pnl_usd=Decimal("32.50"),
reason="CLOSE_PROFIT",
)
body = _request_body(httpx_mock)
assert body == {
"instrument": "ETH-15MAY26-2475-P_2350-P",
"realized_pnl": 32.5,
"reason": "CLOSE_PROFIT",
}
text = _request_body(httpx_mock)["text"]
assert "POSITION CLOSED" in text
assert "ETH-15MAY26-2475-P_2350-P" in text
assert "$+32.50" in text
assert "CLOSE_PROFIT" in text
@pytest.mark.asyncio
async def test_notify_position_closed_negative_pnl(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(url=SEND_URL, json={"ok": True})
await _client().notify_position_closed(
instrument="X", realized_pnl_usd=Decimal("-12.5"), reason="STOP"
)
text = _request_body(httpx_mock)["text"]
assert "$-12.50" in text
@pytest.mark.asyncio
async def test_notify_alert(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(json={"ok": True})
httpx_mock.add_response(url=SEND_URL, json={"ok": True})
await _client().notify_alert(
source="kill_switch", message="armed manually", priority="critical"
)
body = _request_body(httpx_mock)
assert body == {
"source": "kill_switch",
"message": "armed manually",
"priority": "critical",
}
text = _request_body(httpx_mock)["text"]
assert "ALERT [CRITICAL]" in text
assert "kill_switch" in text and "armed manually" in text
@pytest.mark.asyncio
async def test_notify_system_error(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(json={"ok": True})
httpx_mock.add_response(url=SEND_URL, json={"ok": True})
await _client().notify_system_error(
message="deribit feed anomaly",
component="clients.deribit",
message="deribit feed anomaly", component="clients.deribit"
)
body = _request_body(httpx_mock)
assert body["message"] == "deribit feed anomaly"
assert body["component"] == "clients.deribit"
assert body["priority"] == "critical"
text = _request_body(httpx_mock)["text"]
assert "SYSTEM ERROR [CRITICAL]" in text
assert "deribit feed anomaly" in text
assert "clients.deribit" in text
def test_telegram_client_rejects_wrong_service() -> None:
bad = HttpToolClient(
service="macro", base_url="http://x:1", token="t", retry_max=1
@pytest.mark.asyncio
async def test_notify_system_error_without_component(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(url=SEND_URL, json={"ok": True})
await _client().notify_system_error(message="boom")
text = _request_body(httpx_mock)["text"]
assert "component" not in text
# ---------------------------------------------------------------------------
# error paths
# ---------------------------------------------------------------------------
@pytest.mark.asyncio
async def test_http_non_200_raises(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(url=SEND_URL, status_code=500, text="upstream")
with pytest.raises(TelegramError, match="HTTP 500"):
await _client().notify("x")
@pytest.mark.asyncio
async def test_api_ok_false_raises(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(
url=SEND_URL, json={"ok": False, "description": "chat not found"}
)
with pytest.raises(ValueError, match="requires service 'telegram'"):
TelegramClient(bad)
with pytest.raises(TelegramError, match="chat not found"):
await _client().notify("x")
# ---------------------------------------------------------------------------
# shared httpx client
# ---------------------------------------------------------------------------
@pytest.mark.asyncio
async def test_uses_shared_http_client(httpx_mock: HTTPXMock) -> None:
httpx_mock.add_response(url=SEND_URL, json={"ok": True})
shared = httpx.AsyncClient()
try:
c = _client(http_client=shared)
await c.notify("x")
finally:
await shared.aclose()
assert len(httpx_mock.get_requests()) == 1
# ---------------------------------------------------------------------------
# env-var loader
# ---------------------------------------------------------------------------
def test_load_credentials_returns_none_when_unset() -> None:
assert load_telegram_credentials(env={}) == (None, None)
def test_load_credentials_strips_whitespace() -> None:
env = {
"CERBERO_BITE_TELEGRAM_BOT_TOKEN": " abc ",
"CERBERO_BITE_TELEGRAM_CHAT_ID": " -100 ",
}
assert load_telegram_credentials(env=env) == ("abc", "-100")
def test_load_credentials_treats_empty_as_none() -> None:
env = {
"CERBERO_BITE_TELEGRAM_BOT_TOKEN": "",
"CERBERO_BITE_TELEGRAM_CHAT_ID": " ",
}
assert load_telegram_credentials(env=env) == (None, None)
+4 -2
View File
@@ -16,7 +16,7 @@ from cerbero_bite.config.mcp_endpoints import (
def test_defaults_match_known_docker_dns() -> None:
assert DEFAULT_ENDPOINTS["deribit"] == "http://mcp-deribit:9011"
assert DEFAULT_ENDPOINTS["telegram"] == "http://mcp-telegram:9017"
assert DEFAULT_ENDPOINTS["sentiment"] == "http://mcp-sentiment:9014"
def test_load_endpoints_uses_defaults_when_env_empty() -> None:
@@ -72,5 +72,7 @@ def test_load_token_raises_when_file_empty(tmp_path: Path) -> None:
def test_mcp_services_table_is_complete() -> None:
expected = {"deribit", "hyperliquid", "macro", "sentiment", "telegram", "portfolio"}
# Telegram and Portfolio are now in-process and must NOT be listed
# as shared MCP services.
expected = {"deribit", "hyperliquid", "macro", "sentiment"}
assert set(MCP_SERVICES) == expected
+6 -2
View File
@@ -5,6 +5,7 @@ from __future__ import annotations
from datetime import UTC, datetime
from pathlib import Path
from cerbero_bite.clients.portfolio import PortfolioClient
from cerbero_bite.config import golden_config
from cerbero_bite.config.mcp_endpoints import load_endpoints
from cerbero_bite.runtime import build_runtime
@@ -51,5 +52,8 @@ def test_build_runtime_clients_pinned_to_endpoints(tmp_path: Path) -> None:
assert ctx.macro.SERVICE == "macro"
assert ctx.sentiment.SERVICE == "sentiment"
assert ctx.hyperliquid.SERVICE == "hyperliquid"
assert ctx.portfolio.SERVICE == "portfolio"
assert ctx.telegram.SERVICE == "telegram"
# Portfolio is now an in-process aggregator over deribit/hyperliquid/macro;
# it has no SERVICE attribute. Telegram is also in-process and disabled
# when env vars are unset.
assert isinstance(ctx.portfolio, PortfolioClient)
assert ctx.telegram.enabled is False