galaxis-po/backend/tests/e2e/test_rebalance_flow.py

"""
E2E tests for rebalancing calculation flow.
"""
from fastapi.testclient import TestClient


def _setup_portfolio_with_holdings(client: TestClient, auth_headers: dict) -> int:
    """Helper: create portfolio with targets and holdings."""
    # Create portfolio
    resp = client.post(
        "/api/portfolios",
        json={"name": "Rebalance Test", "portfolio_type": "pension"},
        headers=auth_headers,
    )
    pid = resp.json()["id"]

    # Set targets (sum = 100)
    client.put(
        f"/api/portfolios/{pid}/targets",
        json=[
            {"ticker": "069500", "target_ratio": 50},
            {"ticker": "148070", "target_ratio": 50},
        ],
        headers=auth_headers,
    )

    # Set holdings
    client.put(
        f"/api/portfolios/{pid}/holdings",
        json=[
            {"ticker": "069500", "quantity": 10, "avg_price": 40000},
            {"ticker": "148070", "quantity": 5, "avg_price": 100000},
        ],
        headers=auth_headers,
    )
    return pid


def test_calculate_rebalance_with_manual_prices(client: TestClient, auth_headers):
    """Test rebalance calculation with manually provided prices."""
    pid = _setup_portfolio_with_holdings(client, auth_headers)

    response = client.post(
        f"/api/portfolios/{pid}/rebalance/calculate",
        json={
            "strategy": "full_rebalance",
            "prices": {"069500": 50000, "148070": 110000},
        },
        headers=auth_headers,
    )
    assert response.status_code == 200
    data = response.json()
    assert data["portfolio_id"] == pid
    assert float(data["total_assets"]) > 0
    assert len(data["items"]) == 2
    # Verify items have required fields
    item = data["items"][0]
    assert "ticker" in item
    assert "target_ratio" in item
    assert "current_ratio" in item
    assert "diff_quantity" in item
    assert "action" in item
    assert "change_vs_prev_month" in item


def test_calculate_additional_buy_strategy(client: TestClient, auth_headers):
    """Test additional buy strategy: buy-only, no sells."""
    pid = _setup_portfolio_with_holdings(client, auth_headers)

    response = client.post(
        f"/api/portfolios/{pid}/rebalance/calculate",
        json={
            "strategy": "additional_buy",
            "prices": {"069500": 50000, "148070": 110000},
            "additional_amount": 1000000,
        },
        headers=auth_headers,
    )
    assert response.status_code == 200
    data = response.json()
    assert float(data["total_assets"]) > 0
    assert float(data["available_to_buy"]) == 1000000
    # Additional buy should never have "sell" actions
    for item in data["items"]:
        assert item["action"] in ("buy", "hold")


def test_additional_buy_requires_amount(client: TestClient, auth_headers):
    """Test that additional_buy strategy requires additional_amount."""
    pid = _setup_portfolio_with_holdings(client, auth_headers)

    response = client.post(
        f"/api/portfolios/{pid}/rebalance/calculate",
        json={
            "strategy": "additional_buy",
            "prices": {"069500": 50000, "148070": 110000},
        },
        headers=auth_headers,
    )
    assert response.status_code == 400


def test_calculate_rebalance_without_prices_fallback(client: TestClient, auth_headers):
    """Test rebalance calculation without manual prices falls back to DB."""
    pid = _setup_portfolio_with_holdings(client, auth_headers)

    # Without prices, should still work (may have 0 prices from DB in test env)
    response = client.post(
        f"/api/portfolios/{pid}/rebalance/calculate",
        json={"strategy": "full_rebalance"},
        headers=auth_headers,
    )
    assert response.status_code == 200


def test_apply_rebalance(client: TestClient, auth_headers):
    """리밸런싱 결과를 적용하면 거래가 일괄 생성된다."""
    pid = _setup_portfolio_with_holdings(client, auth_headers)

    response = client.post(
        f"/api/portfolios/{pid}/rebalance/apply",
        json={
            "items": [
                {"ticker": "069500", "action": "buy", "quantity": 5, "price": 50000},
                {"ticker": "148070", "action": "sell", "quantity": 2, "price": 110000},
            ]
        },
        headers=auth_headers,
    )
    assert response.status_code == 201
    data = response.json()
    assert len(data["transactions"]) == 2
    assert data["transactions"][0]["tx_type"] == "buy"
    assert data["transactions"][1]["tx_type"] == "sell"
    assert data["holdings_updated"] == 2

    # Verify holdings were updated
    holdings_resp = client.get(
        f"/api/portfolios/{pid}/holdings",
        headers=auth_headers,
    )
    holdings = {h["ticker"]: h for h in holdings_resp.json()}
    assert holdings["069500"]["quantity"] == 15  # 10 + 5
    assert holdings["148070"]["quantity"] == 3   # 5 - 2


def test_apply_rebalance_insufficient_quantity(client: TestClient, auth_headers):
    """매도 수량이 보유량을 초과하면 400 에러."""
    pid = _setup_portfolio_with_holdings(client, auth_headers)

    response = client.post(
        f"/api/portfolios/{pid}/rebalance/apply",
        json={
            "items": [
                {"ticker": "148070", "action": "sell", "quantity": 10, "price": 110000},
            ]
        },
        headers=auth_headers,
    )
    assert response.status_code == 400