Files
portfolio-hub/tests/test_cli.py
T

386 lines
11 KiB
Python

from __future__ import annotations
import json
from datetime import datetime, timezone
import app.cli.commands.health as health_commands
from typer.testing import CliRunner
from app.cli.main import create_app
from app.core.config import Settings
from app.domain.models import LedgerEntry, Portfolio, StrategySet
class FakeRepo:
def __init__(self, portfolio: Portfolio | None = None) -> None:
self._portfolio = portfolio
self.entries: list[LedgerEntry] = []
self.strategy_set = StrategySet(id="set-1", name="target_value", config="{}", nick="target_value:99914b932bd3")
self.closed = False
def close(self) -> None:
self.closed = True
def ensure_schema(self) -> None:
return None
def ping(self) -> None:
return None
def get(self, portfolio_id: str) -> Portfolio:
if self._portfolio is None or self._portfolio.portfolio_id != portfolio_id:
raise ValueError("포트폴리오를 찾을 수 없습니다")
return self._portfolio
def get_or_create(
self,
portfolio_id: str,
symbol: str,
*,
broker: str = "kis",
status: str = "enabled",
strategy_name: str = "",
strategy_params: dict | None = None,
initial_cash: float = 0.0,
) -> Portfolio:
if self._portfolio is None:
self._portfolio = Portfolio(
portfolio_id=portfolio_id,
broker=broker,
status=status,
symbol=symbol,
strategy_name=strategy_name,
strategy_params=strategy_params or {},
cash_balance=initial_cash,
)
return self._portfolio
def create_portfolio(
self,
portfolio_id: str,
*,
broker: str,
status: str,
symbol: str,
strategy_name: str,
strategy_params: dict,
cash_balance: float,
asset_quantity: float,
asset_price: float,
profit_buffer: float,
) -> Portfolio:
self._portfolio = Portfolio(
portfolio_id=portfolio_id,
broker=broker,
status=status,
symbol=symbol,
strategy_name=strategy_name,
strategy_params=strategy_params,
cash_balance=cash_balance,
asset_quantity=asset_quantity,
price=asset_price,
profit_buffer=profit_buffer,
)
return self._portfolio
def update_portfolio(self, portfolio_id: str, **fields: object) -> Portfolio:
portfolio = self.get(portfolio_id)
for key, value in fields.items():
if value is not None:
setattr(portfolio, key, value)
return portfolio
def list_portfolios(self, *, broker: str | None = None, status: str | None = None) -> list[Portfolio]:
if self._portfolio is None:
return []
if broker is not None and self._portfolio.broker != broker:
return []
if status is not None and self._portfolio.status != status:
return []
return [self._portfolio]
def get_or_create_strategy_set(self, name: str, config: str) -> StrategySet:
self.strategy_set = StrategySet(id="set-1", name=name, config=config, nick=f"{name}:99914b932bd3")
return self.strategy_set
def get_strategy_set(self, id: str) -> StrategySet | None:
return self.strategy_set if self.strategy_set.id == id else None
def save(
self,
portfolio: Portfolio,
*,
current_price: float,
action: str,
trade_price: float,
quantity: float,
fee_amount: float,
tax_amount: float,
total_value_after: float,
strategy_set_id: str = "manual",
note: str = "",
) -> None:
self._portfolio = portfolio
self.entries.insert(
0,
LedgerEntry(
portfolio_id=portfolio.portfolio_id,
recorded_at=datetime.now(timezone.utc),
action=action,
price=trade_price,
quantity=quantity,
fee_amount=fee_amount,
tax_amount=tax_amount,
cash_balance_after=portfolio.cash_balance,
asset_quantity_after=portfolio.asset_quantity,
total_value_after=total_value_after,
profit_buffer_after=portfolio.profit_buffer,
strategy_set_id=strategy_set_id,
note=note,
),
)
def list_recent_trades(self, portfolio_id: str, limit: int = 5) -> list[LedgerEntry]:
return self.entries[:limit]
def reset(self, portfolio_id: str) -> Portfolio:
portfolio = self.get(portfolio_id)
portfolio.cash_balance = 0.0
portfolio.asset_quantity = 0.0
portfolio.price = 0.0
portfolio.profit_buffer = 0.0
portfolio.current_strategy_set_id = None
self.entries = []
return portfolio
def adjust_buffer(self, portfolio_id: str, amount: float, action: str, note: str = "") -> Portfolio:
portfolio = self.get(portfolio_id)
if action == "INVEST":
portfolio.profit_buffer += amount
else:
portfolio.profit_buffer -= amount
return portfolio
def transfer_buffer(self, portfolio_id: str, amount: float, direction: str, note: str = "") -> Portfolio:
portfolio = self.get(portfolio_id)
if direction == "to-buffer":
portfolio.cash_balance -= amount
portfolio.profit_buffer += amount
else:
portfolio.cash_balance += amount
portfolio.profit_buffer -= amount
return portfolio
def delete(self, portfolio_id: str, *, clear_ledger: bool = True) -> None:
self._portfolio = None
if clear_ledger:
self.entries = []
def _settings() -> Settings:
return Settings(db_enabled=True, allowed_origins_raw="http://localhost:3000")
def build_runner(repo: FakeRepo) -> CliRunner:
app = create_app(settings_factory=_settings, repository_factory=lambda settings: repo)
runner = CliRunner()
runner.app = app
return runner
def _portfolio() -> Portfolio:
return Portfolio(
portfolio_id="005930:tv",
broker="kis",
status="enabled",
symbol="005930",
strategy_name="target_value",
strategy_params={"target_asset_ratio": 0.7},
cash_balance=1_000_000.0,
asset_quantity=1.0,
price=70_000.0,
profit_buffer=50_000.0,
current_strategy_set_id="set-1",
)
def test_cli_list_renders_table() -> None:
repo = FakeRepo(_portfolio())
runner = build_runner(repo)
result = runner.invoke(runner.app, ["portfolio", "list"])
assert result.exit_code == 0
assert "005930:tv" in result.stdout
assert "Portfolios" in result.stdout
def test_cli_status_supports_json_output() -> None:
repo = FakeRepo(_portfolio())
runner = build_runner(repo)
result = runner.invoke(runner.app, ["--format", "json", "portfolio", "status", "005930:tv"])
assert result.exit_code == 0
payload = json.loads(result.stdout)
assert payload["portfolio"]["portfolio_id"] == "005930:tv"
def test_cli_create_buy_and_delete_flow() -> None:
repo = FakeRepo()
runner = build_runner(repo)
create_result = runner.invoke(
runner.app,
[
"portfolio",
"create",
"005930:tv",
"--symbol",
"005930",
"--cash-balance",
"1000000",
"--strategy-params",
'{"target_asset_ratio": 0.5}',
"--force",
],
)
buy_result = runner.invoke(
runner.app,
[
"portfolio",
"buy",
"005930:tv",
"--quantity",
"2",
"--price",
"50000",
"--fee",
"100",
"--force",
],
)
assert repo.entries[0].action == "BUY"
delete_result = runner.invoke(runner.app, ["portfolio", "delete", "005930:tv", "--keep-ledger", "--force"])
assert create_result.exit_code == 0
assert buy_result.exit_code == 0
assert delete_result.exit_code == 0
assert "Deleted portfolio: 005930:tv" in delete_result.stdout
def test_cli_write_command_prompts_before_create() -> None:
repo = FakeRepo()
runner = build_runner(repo)
result = runner.invoke(
runner.app,
[
"portfolio",
"create",
"005930:tv",
"--symbol",
"005930",
"--cash-balance",
"1000000",
],
input="y\n",
)
assert result.exit_code == 0
assert "Create portfolio 005930:tv for symbol 005930?" in result.stdout
def test_cli_write_command_can_abort() -> None:
repo = FakeRepo()
runner = build_runner(repo)
result = runner.invoke(
runner.app,
[
"portfolio",
"create",
"005930:tv",
"--symbol",
"005930",
"--cash-balance",
"1000000",
],
input="n\n",
)
assert result.exit_code == 0
assert repo._portfolio is None
def test_cli_health_check_reports_repository() -> None:
repo = FakeRepo(_portfolio())
runner = build_runner(repo)
result = runner.invoke(runner.app, ["health-check"])
assert result.exit_code == 0
assert "repository: FakeRepo" in result.stdout
def test_cli_init_db_reports_created(monkeypatch) -> None:
repo = FakeRepo(_portfolio())
runner = build_runner(repo)
def fake_initialize_database(*, settings, maintenance_db: str = "postgres") -> dict[str, object]:
return {
"database": settings.active_db_name,
"host": settings.active_db_host,
"port": settings.active_db_port,
"created": True,
"schema_initialized": True,
"migration_applied": "head",
}
monkeypatch.setattr(health_commands, "initialize_database", fake_initialize_database)
result = runner.invoke(runner.app, ["init-db"])
assert result.exit_code == 0
assert "created: True" in result.stdout
assert "schema_initialized: True" in result.stdout
assert "migration_applied: head" in result.stdout
def test_cli_init_db_supports_json(monkeypatch) -> None:
repo = FakeRepo(_portfolio())
runner = build_runner(repo)
def fake_initialize_database(*, settings, maintenance_db: str = "postgres") -> dict[str, object]:
return {
"database": "portfoliohub",
"host": "localhost",
"port": 5432,
"created": False,
"schema_initialized": True,
"migration_applied": "head",
}
monkeypatch.setattr(health_commands, "initialize_database", fake_initialize_database)
result = runner.invoke(runner.app, ["--format", "json", "init-db"])
assert result.exit_code == 0
payload = json.loads(result.stdout)
assert payload["database"] == "portfoliohub"
assert payload["schema_initialized"] is True
def test_cli_migrate_db_reports_head(monkeypatch) -> None:
repo = FakeRepo(_portfolio())
runner = build_runner(repo)
def fake_bootstrap_or_upgrade_to_head(settings) -> None:
return None
monkeypatch.setattr(health_commands, "bootstrap_or_upgrade_to_head", fake_bootstrap_or_upgrade_to_head)
result = runner.invoke(runner.app, ["migrate-db"])
assert result.exit_code == 0
assert "migration_applied: head" in result.stdout