penti/backend/tests/test_api_rebalancing.py

"""
Rebalancing API integration tests
"""
import pytest
from fastapi.testclient import TestClient
from sqlalchemy.orm import Session


@pytest.mark.integration
class TestRebalancingAPI:
    """Rebalancing API endpoint tests"""

    def test_calculate_rebalancing_success(
        self,
        client: TestClient,
        sample_portfolio,
        sample_assets
    ):
        """Test successful rebalancing calculation"""
        request_data = {
            "portfolio_id": str(sample_portfolio.id),
            "current_holdings": [
                {"ticker": "005930", "quantity": 100},
                {"ticker": "000660", "quantity": 50},
                {"ticker": "035420", "quantity": 30},
            ],
            "cash": 5000000
        }

        response = client.post("/api/v1/rebalancing/calculate", json=request_data)

        assert response.status_code == 200
        data = response.json()

        # Check response structure
        assert "portfolio" in data
        assert "total_value" in data
        assert "cash" in data
        assert "recommendations" in data
        assert "summary" in data

        # Check summary
        summary = data["summary"]
        assert "buy" in summary
        assert "sell" in summary
        assert "hold" in summary

        # Check recommendations
        recommendations = data["recommendations"]
        assert len(recommendations) == 3

        for rec in recommendations:
            assert "ticker" in rec
            assert "name" in rec
            assert "current_price" in rec
            assert "current_quantity" in rec
            assert "current_value" in rec
            assert "current_ratio" in rec
            assert "target_ratio" in rec
            assert "target_value" in rec
            assert "delta_value" in rec
            assert "delta_quantity" in rec
            assert "action" in rec
            assert rec["action"] in ["buy", "sell", "hold"]

    def test_calculate_rebalancing_portfolio_not_found(
        self,
        client: TestClient
    ):
        """Test rebalancing with non-existent portfolio"""
        import uuid
        fake_id = str(uuid.uuid4())

        request_data = {
            "portfolio_id": fake_id,
            "current_holdings": [],
            "cash": 1000000
        }

        response = client.post("/api/v1/rebalancing/calculate", json=request_data)

        assert response.status_code == 404

    def test_calculate_rebalancing_no_cash_no_holdings(
        self,
        client: TestClient,
        sample_portfolio
    ):
        """Test rebalancing with no cash and no holdings"""
        request_data = {
            "portfolio_id": str(sample_portfolio.id),
            "current_holdings": [
                {"ticker": "005930", "quantity": 0},
                {"ticker": "000660", "quantity": 0},
                {"ticker": "035420", "quantity": 0},
            ],
            "cash": 0
        }

        response = client.post("/api/v1/rebalancing/calculate", json=request_data)

        # Should handle gracefully
        if response.status_code == 200:
            data = response.json()
            assert data["total_value"] == 0

    def test_calculate_rebalancing_only_cash(
        self,
        client: TestClient,
        sample_portfolio,
        sample_assets
    ):
        """Test rebalancing with only cash (no holdings)"""
        request_data = {
            "portfolio_id": str(sample_portfolio.id),
            "current_holdings": [
                {"ticker": "005930", "quantity": 0},
                {"ticker": "000660", "quantity": 0},
                {"ticker": "035420", "quantity": 0},
            ],
            "cash": 10000000
        }

        response = client.post("/api/v1/rebalancing/calculate", json=request_data)

        assert response.status_code == 200
        data = response.json()

        # All should be buy recommendations
        recommendations = data["recommendations"]
        buy_count = sum(1 for r in recommendations if r["action"] == "buy")
        assert buy_count > 0

    def test_calculate_rebalancing_missing_holdings(
        self,
        client: TestClient,
        sample_portfolio
    ):
        """Test rebalancing with incomplete holdings list"""
        request_data = {
            "portfolio_id": str(sample_portfolio.id),
            "current_holdings": [
                {"ticker": "005930", "quantity": 100},
                # Missing other tickers
            ],
            "cash": 1000000
        }

        response = client.post("/api/v1/rebalancing/calculate", json=request_data)

        # Should handle missing tickers (treat as 0 quantity)
        assert response.status_code == 200

    def test_calculate_rebalancing_invalid_ticker(
        self,
        client: TestClient,
        sample_portfolio
    ):
        """Test rebalancing with invalid ticker in holdings"""
        request_data = {
            "portfolio_id": str(sample_portfolio.id),
            "current_holdings": [
                {"ticker": "999999", "quantity": 100},
            ],
            "cash": 1000000
        }

        response = client.post("/api/v1/rebalancing/calculate", json=request_data)

        # Should fail validation or ignore invalid ticker
        assert response.status_code in [200, 400, 404]