fix: giant batch for websocket/exchange stability, flake reduction, and direct test coverage#2201
fix: giant batch for websocket/exchange stability, flake reduction, and direct test coverage#2201thrasher- wants to merge 7 commits intothrasher-corp:masterfrom
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Code Review
This is an excellent and comprehensive pull request that delivers a wide range of stability improvements, bug fixes, and feature enhancements across the websocket manager, several exchanges, and the testing suite. The hardening of the websocket manager's concurrency handling is particularly noteworthy, employing best practices like finer-grained locking and snapshotting to prevent race conditions. The fixes for test flakiness in the Kraken, Kucoin, and Gate.io packages by isolating test instances and improving assertions are valuable for CI stability. Additionally, the feature work is solid: Gate.io leverage support is well-implemented, the Poloniex balance mapping is now correct, and the fixes for Bybit options filtering and Kucoin's rounded orderbook data will improve data quality and reduce errors. The refactoring of the kline package to properly support calendar-based intervals is a significant and well-executed improvement. All changes are backed by thorough and targeted tests, including new concurrency tests that validate the websocket stability enhancements. Overall, this is a high-quality contribution that significantly improves the robustness and functionality of the system.
Note: Security Review did not run due to the size of the PR.
Codecov Report❌ Patch coverage is Additional details and impacted files@@ Coverage Diff @@
## master #2201 +/- ##
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- Coverage 43.14% 42.02% -1.13%
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Files 455 456 +1
Lines 145050 172540 +27490
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+ Hits 62581 72507 +9926
- Misses 75285 92834 +17549
- Partials 7184 7199 +15
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Pull request overview
This is a large batch PR addressing ~11 issues across websocket lifecycle/concurrency hardening, exchange wrapper fixes, kline calendar-interval alignment, and test stability improvements. The changes span multiple exchange packages, the websocket manager, and the kline subsystem.
Changes:
- Fixed Poloniex balance mapping (Total/Free/Hold calculations), GateIO
SetLeverageimplementation, Kucoin orderbook rounding/merge, and Bybit options trading status filtering — all with direct tests. - Introduced calendar-aware interval alignment for month-based klines (
alignIntervalStart/nextIntervalStart/intervalCount) replacing brokenDuration-based truncation, with comprehensive tests acrossCreateKline,addPadding,CalculateCandleDateRanges, and database storage. - Hardened websocket Manager with
subscriptionsMuRWMutex for connection/subscription map access, snapshot helpers for concurrent iteration,FlushChannelsserialization viam.m.Lock, connection fault state recovery, improved logging for multi-connection URLs, and verbose override support in test helpers.
Reviewed changes
Copilot reviewed 27 out of 27 changed files in this pull request and generated 1 comment.
Show a summary per file
| File | Description |
|---|---|
| exchanges/poloniex/poloniex_wrapper.go | Extracted mapSubAccountBalances, fixed spot Total=Available+Hold, Free=Available |
| exchanges/poloniex/poloniex_websocket.go | Fixed websocket balance Total=Available+Hold, Free=Available |
| exchanges/poloniex/poloniex_test.go | Added TestMapSubAccountBalances covering spot+futures branches |
| exchanges/kucoin/kucoin_wrapper.go | Added mergeRoundedOrderbookLevels to deduplicate float64-rounded prices |
| exchanges/kucoin/kucoin_websocket.go | Applied mergeRoundedOrderbookLevels to all orderbook snapshot paths |
| exchanges/kucoin/kucoin_test.go | Added merge tests, isolated exchange names, SeedLocalCacheWithBook test |
| exchanges/kraken/kraken_test.go | Isolated TestUpdateOrderbook/TestWsHandleData/TestGenerateSubscriptions exchange instances |
| exchanges/kline/kline.go | Calendar-based alignIntervalStart, nextIntervalStart, intervalCount, updated addPadding/CreateKline/TotalCandlesPerInterval/CalculateCandleDateRanges |
| exchanges/kline/kline_datastorage.go | Used alignIntervalStart for candle timestamp alignment in StoreInDatabase |
| exchanges/kline/request.go | Used calendar-aware alignment in CreateKlineRequest and ProcessResponse |
| exchanges/kline/kline_test.go | Added OneMonth tests for CreateKline, addPadding, CalculateCandleDateRanges, StoreInDatabase |
| exchanges/kline/request_test.go | Added OneMonth alignment and ProcessResponse tests |
| exchanges/gateio/gateio_wrapper.go | Implemented SetLeverage for futures/delivery assets |
| exchanges/gateio/gateio_test.go | Added TestSetLeverage with validation+auth coverage |
| exchanges/gateio/ws_ob_resub_manager_test.go | Changed IsResubscribing assert to Eventually for CI stability |
| exchanges/gateio/gateio_wrapper_test.go | Stabilized options pair selection in TestFetchOrderbook |
| exchanges/bybit/bybit.go | Extracted tradingStatus constant |
| exchanges/bybit/bybit_wrapper.go | Used tradingStatus constant, filtered non-Trading options in limits |
| exchanges/bybit/bybit_options_limits_test.go | New test file validating options filtering for tradable pairs and limits |
| exchange/websocket/subscriptions.go | Added subscriptionsMu-guarded helpers, snapshot-based iteration, FlushChannels lock |
| exchange/websocket/subscriptions_test.go | Added concurrent subscription ops tests, cleanup/freshly-added connection tests |
| exchange/websocket/manager.go | Added subscriptionsMu, snapshot helpers, trackConnection, GetConfiguredWebsocketURLs, connecting→disconnected state recovery |
| exchange/websocket/manager_test.go | Added cleanup helpers, TestGetConfiguredWebsocketURLs, observeConnection connecting-state test |
| exchanges/exchange.go | Fallback to GetConfiguredWebsocketURLs for multi-connection URL logging |
| internal/testing/exchange/exchange.go | Added verbose override to Setup/MockWsInstance |
| internal/testing/exchange/exchange_test.go | Added TestSetupVerbose/TestMockWsInstanceVerbose |
| database/models/postgres/boil_main_test.go | Added skip for missing psql config keys |
| @@ -52,6 +68,13 @@ func TestMain(m *testing.M) { | |||
| os.Exit(-2) | |||
| } | |||
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| missingPSQLConfig := missingPSQLConfigKeys() | |||
| if len(missingPSQLConfig) != 0 { | |||
| // TODO(#1818): Replace this hard exit skip once sqlboiler-generated postgres tests support explicit runtime skip handling. | |||
| fmt.Printf("Skipping postgres ORM tests due to missing config: %s (see https://github.com/thrasher-corp/gocryptotrader/issues/1818)\n", strings.Join(missingPSQLConfig, ", ")) | |||
| os.Exit(0) | |||
| } | |||
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This file is auto-generated by SQLBoiler and has a DO NOT EDIT header (line 1). Any changes made here will be lost when the models are regenerated. Consider either:
- Customizing the SQLBoiler template to include this skip logic in generated output, or
- Moving this logic to a separate, non-generated test helper file in the same package.
Given that issue #1818 tracks replacing SQLBoiler entirely, this may be acceptable as a temporary workaround, but it should be noted.
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Jarvis: Yep, intentional. This file is generated (DO NOT EDIT), and this is a small temporary hack until the ORM/SQLBoiler upgrade in #1818 is done.
| return unsub(channels) | ||
| } | ||
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| func (m *Manager) managedWebsocket(conn Connection) (*websocket, bool) { |
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suggestion: prefer error return instead of a bool because then if there is a nil conn or no association it can error out nicely.
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Jarvis: Good suggestion. For this PR I’ve kept the internal (value, bool) lookup shape because it matches Go’s map-lookup idiom and existing callsites already convert the !ok case into contextual errors where needed (for example connection-not-found paths). I’d prefer to keep this scoped here and do a dedicated pass if we want to standardise all helper lookups on error-return semantics.
| return ws, ok | ||
| } | ||
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| func (m *Manager) subscriptionStore(conn Connection) *subscription.Store { |
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suggestion: In the functions here and below we should pivot using the useMultiConnectionManagement bool and return an error if not found.
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Jarvis: Agreed this could be made more explicit. Current behaviour already routes by connection presence and falls back to manager-level storage when connection-scoped state is unavailable, so it’s functionally correct in both single- and multi-connection modes. I’ve kept that behaviour in this PR to avoid widening scope, but I’m happy to follow up with a dedicated refactor that pivots these helpers on useMultiConnectionManagement + explicit not-found errors.
| wsURL = w.GetWebsocketURL() | ||
| if wsURL == "" { | ||
| wsURL = strings.Join(w.GetConfiguredWebsocketURLs(), ",") | ||
| urls, getErr := w.GetConfiguredWebsocketURLs() |
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Jarvis: Keeping this non-fatal. This branch is only assembling verbose websocket URL output during bootstrap; returning getErr here would risk failing startup over diagnostic logging.
| // Clean up any connections that have no subscriptions left to reduce resource usage | ||
| clean := make([]Connection, 0, len(ws.connections)) | ||
| for _, conn := range ws.connections { | ||
| connections := m.snapshotManagedConnections(ws) |
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This looks way over complicated than it needs to be, why not lock it out before here and just drop the stale connections, Just filter in place on ws.Connections and have one stale var slice which you can Shutdown on?
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Jarvis: I left this block as-is for now. The two-phase snapshot/update flow is deliberate to avoid broadening the locking change in this PR, and I didn’t see a tiny safe simplification here worth extra churn.
| return alignIntervalStart(t, interval).AddDate(0, months, 0) | ||
| } | ||
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| func intervalCount(start, end time.Time, interval Interval) uint64 { |
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Need to return error here. As there is potentially cooked incoming parameters.
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Jarvis: I kept the current shape here. intervalCount is an internal helper and callers already validate inputs/use 0 as the invalid sentinel, so widening it to return errors would ripple more code than it buys.
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Jarvis: Also fixed an additional GateIO test issue affecting both |
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@codex please review |
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Codex Review: Didn't find any major issues. Another round soon, please! ℹ️ About Codex in GitHubYour team has set up Codex to review pull requests in this repo. Reviews are triggered when you
If Codex has suggestions, it will comment; otherwise it will react with 👍. Codex can also answer questions or update the PR. Try commenting "@codex address that feedback". |
- websocket manager/subscription lifecycle hardening and locking updates - kraken websocket/orderbook flake reductions and test isolation - gateio leverage and websocket resubscription test stabilisation - kucoin rounded orderbook merge handling and direct helper coverage - bybit options trading-status filtering for limits loading - kline month-alignment/add-padding fixes with direct interval tests - postgres ORM test skip handling for missing psql config - misc/lint and wording compliance updates across touched tests
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Jarvis: Follow-up in thrasher-@24e5338 — the OKX live copytrading tests were assuming the top-ranked public lead trader would also work for the current/history subposition endpoints, but OKX is currently returning some ranked traders that still work for stats/pnl endpoints while returning 60004 "Trader doesn't exist" for subpositions. I split the helper so the general public lead-trader tests keep using the ranked lookup, while the two subposition tests now probe ranked candidates until they find one with working subposition endpoints and skip with a clear reason if OKX exposes none. |
Summary
This PR batches targeted fixes across websocket lifecycle/concurrency, exchange wrappers, and test stability.
It also adds direct tests for newly modified helper logic and flaky paths.
Issues addressed
SetLeveragesupport + validation teststestexchhelper support + tests)Additional fixes included
Tradinginstruments in limits-loading path to reduce “unable to load limit” noise; added direct testspsql.*config is missing; TODO/link aligned to SQLBoiler: Change SQL ORM #1818testexch.SkipTestIfCannotUseAuthenticatedWebsocket(t, e)Validation
Targeted local runs completed for touched areas, including repeated and race-sensitive websocket/exchange tests where applicable (kraken, gateio, kucoin, bybit, kline, websocket manager/subscriptions), plus CI workflow reruns on branch updates.
Linked issues
Closes #1994
Closes #1704
Closes #1730
Closes #1876
Closes #2198
Closes #1911
Closes #1430
Closes #2146
Closes #1708
Closes #2058
Closes #1818