phase-7: code restructure

2026-06-05 22:05:55 -04:00
parent c160e65bd6
commit 357b0c0f6e
108 changed files with 8931 additions and 3434 deletions
@@ -0,0 +1,124 @@
+import { test } from 'node:test';
+import assert from 'node:assert/strict';
+import { StockScorer } from '../server/scorers/StockScorer';
+import type { StockMetrics } from '../server/types';
+
+const baseRules = {
+  gates: { maxDebtToEquity: 3.0, minQuickRatio: 0.5, maxPERatio: 20, maxPegGate: 1.5 },
+  weights: { margin: 2, opMargin: 2, roe: 3, peg: 2, revenue: 2, fcf: 2 },
+  thresholds: {
+    marginHigh: 20,
+    marginMed: 10,
+    opMarginHigh: 20,
+    opMarginMed: 10,
+    roeHigh: 20,
+    roeMed: 10,
+    pegHigh: 1.0,
+    pegMed: 1.5,
+    revHigh: 15,
+    revMed: 5,
+    fcfHigh: 5,
+    fcfMed: 2,
+  },
+};
+
+// Minimal fixture — tests exercise specific fields; unused metrics are null.
+const nullMetrics: Omit<
+  StockMetrics,
+  | 'sector'
+  | 'capCategory'
+  | 'growthCategory'
+  | 'currentPrice'
+  | 'peRatio'
+  | 'pegRatio'
+  | 'debtToEquity'
+  | 'quickRatio'
+  | 'returnOnEquity'
+  | 'operatingMargin'
+  | 'netProfitMargin'
+  | 'revenueGrowth'
+  | 'fcfYield'
+> = {
+  priceToBook: null,
+  grossMargin: null,
+  earningsGrowth: null,
+  pFFO: null,
+  dividendYield: null,
+  beta: null,
+  week52High: null,
+  week52Low: null,
+  week52Change: null,
+  week52FromHigh: null,
+  week52FromLow: null,
+  marketCap: null,
+  analystRating: null,
+  analystTargetPrice: null,
+  analystUpside: null,
+  numberOfAnalysts: null,
+  dcfIntrinsicValue: null,
+  dcfMarginOfSafety: null,
+};
+
+const pass: StockMetrics = {
+  ...nullMetrics,
+  sector: 'GENERAL',
+  capCategory: 'Large Cap',
+  growthCategory: 'Growth',
+  currentPrice: 150,
+  peRatio: 15,
+  pegRatio: 1.2,
+  debtToEquity: 1.0,
+  quickRatio: 1.0,
+  returnOnEquity: 22,
+  operatingMargin: 25,
+  netProfitMargin: 18,
+  revenueGrowth: 16,
+  fcfYield: 6,
+};
+
+test('rejects on high D/E', () => {
+  const result = StockScorer.score({ ...pass, debtToEquity: 4.0 }, baseRules);
+  assert.equal(result.label, '🔴 REJECT');
+  assert(result.scoreSummary.includes('D/E'));
+});
+
+test('rejects on high P/E', () => {
+  const result = StockScorer.score({ ...pass, peRatio: 25 }, baseRules);
+  assert.equal(result.label, '🔴 REJECT');
+  assert(result.scoreSummary.includes('P/E'));
+});
+
+test('rejects on high PEG', () => {
+  const result = StockScorer.score({ ...pass, pegRatio: 2.0 }, baseRules);
+  assert.equal(result.label, '🔴 REJECT');
+});
+
+test('skips gate when metric is null (missing data)', () => {
+  const result = StockScorer.score({ ...pass, pegRatio: null, peRatio: null }, baseRules);
+  assert.notEqual(result.label, '🔴 REJECT');
+});
+
+test('high-conviction BUY on strong metrics', () => {
+  const result = StockScorer.score(pass, baseRules);
+  assert.equal(result.label, '🟢 BUY (High Conviction)');
+});
+
+test('audit breakdown contains scored factors', () => {
+  const result = StockScorer.score(pass, baseRules);
+  assert(result.audit.passedGates);
+  assert(result.audit.breakdown!.roe != null);
+  assert(result.audit.breakdown!.margin != null);
+});
+
+test('beta > 1.5 surfaces as risk flag', () => {
+  const result = StockScorer.score({ ...pass, beta: 2.0 }, baseRules);
+  assert(result.audit.riskFlags?.some((f) => f.includes('High volatility')));
+});
+
+test('near 52-week high surfaces as risk flag', () => {
+  const result = StockScorer.score(
+    { ...pass, week52High: 200, week52Low: 100, currentPrice: 195 },
+    baseRules,
+  );
+  assert(result.audit.riskFlags?.some((f) => f.includes('52-week high')));
+});