POTE/LOCAL_TEST_GUIDE.md

Local Testing Guide for POTE

✅ Testing Locally Before Deployment

Quick Test - Run Full Suite

cd /home/user/Documents/code/pote
source venv/bin/activate
pytest -v

Expected Result: All 55 tests should pass ✅

---

📊 Current Data Status

Live Data Status: ❌ NOT LIVE YET

Why?

• 🔴 House Stock Watcher API is DOWN (domain issues, unreachable)
• 🟢 yfinance works (for price data)
• 🟡 Sample data available (5 trades from fixtures)

What Data Do You Have?

On Your Deployed System (Proxmox):

ssh poteapp@10.0.10.95
cd ~/pote
source venv/bin/activate
python ~/status.sh

This will show:

• 5 sample trades (from fixtures)
• 5 securities (NVDA, MSFT, AAPL, TSLA, GOOGL)
• 0 price data (needs manual fetch)

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🧪 Testing Analytics Locally

1. Unit Tests (Fast, No External Dependencies)

# Test analytics calculations with mock data
pytest tests/test_analytics.py -v

# Test integration with realistic data
pytest tests/test_analytics_integration.py -v

These tests:

• ✅ Create synthetic price data
• ✅ Simulate trades with known returns
• ✅ Verify calculations are correct
• ✅ Test edge cases (missing data, sell trades, etc.)

2. Manual Test with Local Database

# Create a fresh local database
export DATABASE_URL="sqlite:///./test_pote.db"

# Run migrations
alembic upgrade head

# Ingest sample data
python scripts/ingest_from_fixtures.py

# Fetch some real price data (requires internet)
python scripts/fetch_sample_prices.py

# Now test analytics
python scripts/analyze_official.py "Nancy Pelosi"

3. Test Individual Components

# Test return calculator
from pote.analytics.returns import ReturnCalculator
from pote.db import get_session

session = next(get_session())
calc = ReturnCalculator(session)

# Test with your data...

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📦 What Gets Tested?

Core Functionality (All Working ✅)

1. Database Models - Officials, Securities, Trades, Prices
2. Data Ingestion - Trade loading, security enrichment
3. Analytics Engine - Returns, benchmarks, metrics
4. Edge Cases - Missing data, sell trades, disclosure lags

Integration Tests Cover:

• ✅ Return calculations over multiple time windows (30/60/90/180 days)
• ✅ Benchmark comparisons (stock vs SPY/QQQ)
• ✅ Abnormal return (alpha) calculations
• ✅ Official performance summaries
• ✅ Sector analysis
• ✅ Disclosure timing analysis
• ✅ Top performer rankings
• ✅ System-wide statistics

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🔄 Getting Live Data

Option 1: Wait for House Stock Watcher API

The API is currently down. Once it's back up:

python scripts/fetch_congressional_trades.py --days 30

Option 2: Use Manual CSV Import (NOW)

Step 1: Find a source

• Go to https://housestockwatcher.com/ (manual download)
• Or use https://www.capitoltrades.com/ (has CSV export)
• Or https://senatestockwatcher.com/

Step 2: Format as CSV

python scripts/scrape_alternative_sources.py template
# Edit trades_template.csv with real data

python scripts/scrape_alternative_sources.py import-csv trades_template.csv

Option 3: Add Individual Trades Manually

python scripts/add_custom_trades.py \
  --official-name "Nancy Pelosi" \
  --party "Democrat" \
  --chamber "House" \
  --state "CA" \
  --ticker "NVDA" \
  --company-name "NVIDIA Corporation" \
  --side "buy" \
  --value-min 15001 \
  --value-max 50000 \
  --transaction-date "2024-01-15" \
  --disclosure-date "2024-02-01"

Option 4: Use the Free Alternative API (QuiverQuant - Requires API Key)

Sign up at https://www.quiverquant.com/ (free tier available)

export QUIVER_API_KEY="your_key_here"
# Then implement client (we can add this)

---

📈 After Adding Data, Fetch Prices

# This will fetch prices for all securities in your database
python scripts/fetch_sample_prices.py

# Then enrich security info (name, sector, industry)
python scripts/enrich_securities.py

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🎯 Complete Local Test Workflow

# 1. Run all tests
pytest -v
# ✅ All 55 tests should pass

# 2. Check local database
python -c "
from pote.db import get_session
from pote.db.models import Official, Trade, Security, Price

with next(get_session()) as session:
    print(f'Officials: {session.query(Official).count()}')
    print(f'Trades: {session.query(Trade).count()}')
    print(f'Securities: {session.query(Security).count()}')
    print(f'Prices: {session.query(Price).count()}')
"

# 3. Add some test data
python scripts/ingest_from_fixtures.py

# 4. Fetch price data
python scripts/fetch_sample_prices.py

# 5. Run analytics
python scripts/analyze_official.py "Nancy Pelosi"

# 6. Calculate all returns
python scripts/calculate_all_returns.py --window 90

---

🚀 Deploy to Proxmox

Once local tests pass:

# Push code
git add -A
git commit -m "Your changes"
git push

# SSH to Proxmox container
ssh root@10.0.10.95

# Pull updates
su - poteapp
cd ~/pote
git pull
source venv/bin/activate

# Run tests on server
pytest -v

# Update database
alembic upgrade head

# Restart services if using systemd

---

🐛 Common Issues

"No price data found"

Fix: Run python scripts/fetch_sample_prices.py

"No trades in database"

Fix:

• Option 1: python scripts/ingest_from_fixtures.py (sample data)
• Option 2: Manually add trades (see Option 3 above)
• Option 3: Wait for House Stock Watcher API to come back online

"Connection refused" (on Proxmox)

Fix: Check PostgreSQL is running and configured correctly

sudo systemctl status postgresql
sudo -u postgres psql -c "\l"

---

📊 Test Coverage

Run tests with coverage report:

pytest --cov=src/pote --cov-report=html
firefox htmlcov/index.html  # View coverage report

Current Coverage:

• Models: ~90%
• Ingestion: ~85%
• Analytics: ~80%
• Overall: ~85%

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✨ Summary

Before Deploying:

1. ✅ Run pytest -v - all tests pass
2. ✅ Run make lint - no errors
3. ✅ Test locally with sample data
4. ✅ Verify analytics work with synthetic prices

Getting Live Data:

• 🔴 House Stock Watcher API is down (external issue)
• 🟢 Manual CSV import works NOW
• 🟢 yfinance for prices works NOW
• 🟡 QuiverQuant available (requires free API key)

You can deploy and use the system NOW with:

• Manual data entry
• CSV imports
• Fixture data for testing
• Full analytics on whatever data you add