feat: add publish_grafana_copy, Grafana examples, and optional OTel metrics (#89)

* feat: Grafana copy publishing, dashboard examples, and optional OTel metrics

Implements three observability improvements:

#82 — publish_grafana_copy(): Uses SQLite online backup API (WAL-safe) to
atomically publish a consistent read-only copy beside the target. Adds
--publish-copy option to grafana-schema and snapshot CLI commands.

#83 — examples/grafana/: Minimal working Grafana setup with docker-compose,
provisioning datasource/dashboard YAML, and three dashboard JSON files
(mt5cli-overview, mt5cli-trades, mt5cli-market). All queries use grafana_*
views; no credentials or private paths included.

#84 — mt5cli/telemetry.py: Optional OTel metrics behind mt5cli[otel] extra.
Base install is unaffected. Adds _Mt5Metrics singleton (no-op until
configure_metrics() is called), wraps update_history() and
update_observability() with record_history_update / record_snapshot_update
context managers, and emits account/position gauges from snapshots.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: replace ambiguous multiplication sign in comment

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* chore: normalize markdown formatting in grafana README

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: preserve file mode on Grafana copy and fix unsupported time macro

- publish_grafana_copy: chmod temp file to match the existing target's
  permissions (or 0o644 when no prior target exists) before atomic
  replace, so Grafana running as a different OS user (e.g. UID 472 in
  Docker) can read the published database
- mt5cli-market.json: replace unsupported \$__timeFilter(time) with the
  epoch-based filter supported by frser-sqlite-datasource:
  "time" >= \$__from / 1000 AND "time" < \$__to / 1000

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: skip Windows-incompatible mode test, rename compose file to compose.yaml

- Skip test_overwrite_preserves_existing_target_mode on win32 since
  Windows chmod does not preserve Unix group/other permission bits
- Simplify test_fresh_target_has_readable_permissions to check owner
  read bit only (portable across platforms)
- Rename docker-compose.yml -> compose.yaml (modern Compose convention)
- Update README and test reference to match new filename

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* chore: rename *.yaml to *.yml in examples/grafana

Renames compose.yaml, mt5cli-sqlite.yaml, and mt5cli.yaml to .yml;
updates README and test references accordingly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* chore: format Grafana dashboards and expand qa script to include JSON

- Update qa.sh prettier pattern to format JSON files alongside markdown
- Reformat Grafana dashboard JSONs with consistent spacing

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: address owner review comments before merge

- qa.sh: fix Prettier glob from `{,d,json}` to `{md,json}` so Markdown
  files are actually formatted by local QA (P2)
- compose.yml: add GF_INSTALL_PLUGINS env var so the frser-sqlite-datasource
  plugin is installed at container start (P1)
- telemetry.py: replace no-op get_meter() call with a real SDK MeterProvider
  pipeline; add optional `readers` kwarg so callers can inject custom readers
  (e.g. InMemoryMetricReader in tests) without needing the OTLP package (P1)
- sdk.py: aggregate profit and volume by symbol before emitting gauge values
  so hedging accounts with multiple same-symbol positions emit one point per
  symbol instead of overwriting with each row (P2)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: emit mt5_history_update_rows_total via conn.total_changes delta

The counter was registered but never incremented, making the advertised
history-update throughput metric permanently zero. Add add_history_rows()
to _Mt5Metrics and call it in update_history() using the SQLite
total_changes delta measured around write_incremental_datasets().

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: address three owner review comments

- compose.yml: replace soft fallback with :? error expansion so Compose
  refuses to start when MT5CLI_DB_PATH is unset or empty (P1)
- README.md: tell native Windows users to copy only the datasource
  provisioning file; the dashboards yml contains a Docker-specific path
  that is invalid on Windows (P2)
- telemetry.py / sdk.py: emit mt5_terminal_connected,
  mt5_terminal_trade_allowed, and mt5_terminal_trade_expert gauges via a
  new record_terminal_state() method called from _snapshot_terminal(),
  completing the connection-status metric surface from issue #84 (P2)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: add snapshot freshness panel and win-rate column to dashboards

- mt5cli-overview.json: add a full-width "Last Snapshot" stat panel
  (dateTimeFromNow unit) below the account stats, querying
  MAX(time)*1000 from grafana_account_snapshots so users can tell
  whether Grafana is reading a current published copy (#83)
- mt5cli-trades.json: add win_rate_pct computed column to the Trade
  Statistics by Symbol table via 100.0 * winning_deals / NULLIF(
  total_deals, 0), with a percent unit override and "Win Rate (%)"
  display label (#83)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: reject same source and target path in publish_grafana_copy

Adds an early same-path guard to publish_grafana_copy: resolves both
paths before any I/O and raises ValueError if they are identical,
preventing the function from overwriting the live source database with
its own backup copy. Also adds a unit test for the rejected case.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: address ruff EM102/TRY003/E501 in same-path guard

Assigns the ValueError message to a variable before raising and
shortens the test docstring to stay within the 88-char line limit.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: apply ruff format to publish_grafana_copy error message

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: remove grafana_ticks panel from default market dashboard

The Tick Bid/Ask panel queried grafana_ticks which only exists when users
collect tick data (opt-in). Users following the default OHLCV-only setup
path hit "no such table: grafana_ticks" on dashboard load.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: close SQLite connections before atomic replace in publish_grafana_copy

Wrap both src and dst connections with contextlib.closing() so they are
explicitly closed before tmp_path.replace(target_path) runs. Without
this, sqlite3.Connection's context manager only commits/rolls back but
leaves the file handle open, which can cause PermissionError on Windows.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: rename history.grafana.db to history.mt5cli.db in Grafana examples

frser-sqlite-datasource blocks paths containing "grafana.db" via its
internal blocklist. Rename the recommended published filename in the
README, compose comment, and datasource provisioning comment to avoid
a blocked/denied datasource for native Windows users.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* fix: update Docker Compose quick-start to pass MT5CLI_DB_PATH

The compose.yml already required MT5CLI_DB_PATH via ${MT5CLI_DB_PATH:?...},
but the README still showed bare `docker compose up -d`. Update the section
to show the env-var-prefixed invocation and document the .env file alternative.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

---------

Co-authored-by: agent <agent@localhost>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Daichi Narushima
2026-06-28 17:14:17 +09:00
committed by GitHub
co-authored by Claude Sonnet 4.6 agent
parent d27da02f3f
commit 1ffac45d57
19 changed files with 2032 additions and 36 deletions
+141
View File
@@ -3120,3 +3120,144 @@ class TestUpdateObservability:
call_kwargs = spy.call_args.kwargs
assert call_kwargs["symbols"] == ["EURUSD"]
assert call_kwargs["include_account"] is False
def test_update_observability_invokes_snapshot_telemetry(
self,
mock_client: MagicMock,
mocker: MockerFixture,
tmp_path: Path,
) -> None:
"""update_observability calls record_snapshot_update on the global metrics."""
mock_metrics = MagicMock()
mock_cm = MagicMock()
mock_cm.__enter__ = MagicMock(return_value=None)
mock_cm.__exit__ = MagicMock(return_value=False)
mock_metrics.record_snapshot_update.return_value = mock_cm
mocker.patch("mt5cli.sdk.get_metrics", return_value=mock_metrics)
update_observability(client=mock_client, output=tmp_path / "obs.db")
mock_metrics.record_snapshot_update.assert_called_once()
def test_update_observability_emits_account_metrics(
self,
mock_client: MagicMock,
mocker: MockerFixture,
tmp_path: Path,
) -> None:
"""_snapshot_account emits account gauges via get_metrics."""
mock_metrics = MagicMock()
mock_cm = MagicMock()
mock_cm.__enter__ = MagicMock(return_value=None)
mock_cm.__exit__ = MagicMock(return_value=False)
mock_metrics.record_snapshot_update.return_value = mock_cm
mocker.patch("mt5cli.sdk.get_metrics", return_value=mock_metrics)
update_observability(client=mock_client, output=tmp_path / "obs.db")
mock_metrics.record_account_state.assert_called_once()
def test_update_observability_emits_terminal_metrics(
self,
mock_client: MagicMock,
mocker: MockerFixture,
tmp_path: Path,
) -> None:
"""_snapshot_terminal emits connected/trade gauges via get_metrics."""
mock_metrics = MagicMock()
mock_cm = MagicMock()
mock_cm.__enter__ = MagicMock(return_value=None)
mock_cm.__exit__ = MagicMock(return_value=False)
mock_metrics.record_snapshot_update.return_value = mock_cm
mocker.patch("mt5cli.sdk.get_metrics", return_value=mock_metrics)
update_observability(client=mock_client, output=tmp_path / "obs.db")
mock_metrics.record_terminal_state.assert_called_once_with(
connected=1.0, trade_allowed=1.0, trade_expert=1.0
)
def test_update_observability_aggregates_same_symbol_positions(
self,
mocker: MockerFixture,
tmp_path: Path,
) -> None:
"""Same-symbol positions are summed before emitting gauges (hedging)."""
mock_client = MagicMock()
mock_client.account_info_as_df.return_value = pd.DataFrame([
{
"login": 1,
"server": "demo",
"balance": 1000.0,
"equity": 1000.0,
"margin": 0.0,
"margin_free": 1000.0,
"margin_level": 0.0,
}
])
mock_client.positions_get_as_df.return_value = pd.DataFrame([
{"ticket": 1, "symbol": "EURUSD", "profit": 10.0, "volume": 0.1},
{"ticket": 2, "symbol": "EURUSD", "profit": -5.0, "volume": 0.2},
{"ticket": 3, "symbol": "GBPUSD", "profit": 3.0, "volume": 0.05},
])
mock_client.orders_get_as_df.return_value = pd.DataFrame()
mock_client.terminal_info_as_df.return_value = pd.DataFrame()
mock_metrics = MagicMock()
mock_cm = MagicMock()
mock_cm.__enter__ = MagicMock(return_value=None)
mock_cm.__exit__ = MagicMock(return_value=False)
mock_metrics.record_snapshot_update.return_value = mock_cm
mocker.patch("mt5cli.sdk.get_metrics", return_value=mock_metrics)
update_observability(client=mock_client, output=tmp_path / "obs.db")
calls = mock_metrics.record_position_state.call_args_list
# Two EURUSD positions should be collapsed to one call; GBPUSD is one call.
assert len(calls) == 2
by_symbol = {c.kwargs["symbol"]: c.kwargs for c in calls}
assert abs(float(by_symbol["EURUSD"]["profit"]) - 5.0) < 1e-9
assert abs(float(by_symbol["EURUSD"]["volume"]) - 0.3) < 1e-9
assert abs(float(by_symbol["GBPUSD"]["profit"]) - 3.0) < 1e-9
assert abs(float(by_symbol["GBPUSD"]["volume"]) - 0.05) < 1e-9
class TestUpdateHistoryTelemetry:
"""Tests for telemetry hooks in update_history."""
def test_update_history_invokes_history_telemetry(
self,
mocker: MockerFixture,
tmp_path: Path,
) -> None:
"""update_history wraps write_incremental_datasets with telemetry."""
mock_client = MagicMock()
mock_client.copy_rates_range_as_df.return_value = pd.DataFrame()
mock_client.history_orders_get_as_df.return_value = pd.DataFrame()
mock_client.history_deals_get_as_df.return_value = pd.DataFrame()
mock_metrics = MagicMock()
mock_cm = MagicMock()
mock_cm.__enter__ = MagicMock(return_value=None)
mock_cm.__exit__ = MagicMock(return_value=False)
mock_metrics.record_history_update.return_value = mock_cm
mocker.patch("mt5cli.sdk.get_metrics", return_value=mock_metrics)
update_history(
client=mock_client,
output=tmp_path / "hist.db",
symbols=["EURUSD"],
)
mock_metrics.record_history_update.assert_called_once_with(dataset="history")
def test_update_history_emits_history_rows(
self,
mocker: MockerFixture,
tmp_path: Path,
) -> None:
"""update_history calls add_history_rows with the SQLite change delta."""
mock_client = MagicMock()
mock_client.copy_rates_range_as_df.return_value = pd.DataFrame()
mock_client.history_orders_get_as_df.return_value = pd.DataFrame()
mock_client.history_deals_get_as_df.return_value = pd.DataFrame()
mock_metrics = MagicMock()
mock_cm = MagicMock()
mock_cm.__enter__ = MagicMock(return_value=None)
mock_cm.__exit__ = MagicMock(return_value=False)
mock_metrics.record_history_update.return_value = mock_cm
mocker.patch("mt5cli.sdk.get_metrics", return_value=mock_metrics)
update_history(
client=mock_client,
output=tmp_path / "hist.db",
symbols=["EURUSD"],
)
mock_metrics.add_history_rows.assert_called_once_with(0, dataset="history")