UI enhancemnts

2026-06-09 19:34:31 -04:00
parent 5c8cd8935a
commit 662a717916
55 changed files with 6226 additions and 465 deletions
@@ -0,0 +1,43 @@
+import test from 'node:test';
+import assert from 'node:assert/strict';
+import { BenchmarkProvider } from '../server/domains/shared/services/BenchmarkProvider.js';
+
+// P0.5 — rate-regime hysteresis: the 10Y must cross a boundary by ±0.25%
+// before the regime flips, so a rate hovering at the threshold can't toggle
+// INFLATED gates between back-to-back requests.
+test('BenchmarkProvider.resolveRateRegime', async (t) => {
+  await t.test('no previous regime → raw thresholds apply', () => {
+    assert.equal(BenchmarkProvider.resolveRateRegime(1.5, null), 'LOW');
+    assert.equal(BenchmarkProvider.resolveRateRegime(4.5, null), 'NORMAL');
+    assert.equal(BenchmarkProvider.resolveRateRegime(5.1, null), 'HIGH');
+  });
+
+  await t.test('NORMAL holds until 10Y clears 5.25%', () => {
+    assert.equal(BenchmarkProvider.resolveRateRegime(5.1, 'NORMAL'), 'NORMAL'); // damped
+    assert.equal(BenchmarkProvider.resolveRateRegime(5.25, 'NORMAL'), 'NORMAL'); // boundary
+    assert.equal(BenchmarkProvider.resolveRateRegime(5.3, 'NORMAL'), 'HIGH'); // crossed
+  });
+
+  await t.test('HIGH holds until 10Y drops below 4.75%', () => {
+    assert.equal(BenchmarkProvider.resolveRateRegime(4.9, 'HIGH'), 'HIGH'); // damped
+    assert.equal(BenchmarkProvider.resolveRateRegime(4.75, 'HIGH'), 'HIGH'); // boundary
+    assert.equal(BenchmarkProvider.resolveRateRegime(4.7, 'HIGH'), 'NORMAL'); // crossed
+  });
+
+  await t.test('LOW/NORMAL boundary at 2% gets the same damping', () => {
+    assert.equal(BenchmarkProvider.resolveRateRegime(1.9, 'NORMAL'), 'NORMAL'); // damped
+    assert.equal(BenchmarkProvider.resolveRateRegime(1.7, 'NORMAL'), 'LOW'); // crossed
+    assert.equal(BenchmarkProvider.resolveRateRegime(2.1, 'LOW'), 'LOW'); // damped
+    assert.equal(BenchmarkProvider.resolveRateRegime(2.3, 'LOW'), 'NORMAL'); // crossed
+  });
+
+  await t.test('no change when raw regime equals previous', () => {
+    assert.equal(BenchmarkProvider.resolveRateRegime(4.5, 'NORMAL'), 'NORMAL');
+    assert.equal(BenchmarkProvider.resolveRateRegime(6.0, 'HIGH'), 'HIGH');
+  });
+
+  await t.test('double jump (LOW→HIGH) is not damped', () => {
+    assert.equal(BenchmarkProvider.resolveRateRegime(5.4, 'LOW'), 'HIGH');
+    assert.equal(BenchmarkProvider.resolveRateRegime(1.2, 'HIGH'), 'LOW');
+  });
+});
@@ -255,6 +255,49 @@ test('EtfScorer', async (t) => {
    assert.equal(result.label, '🔴 REJECT');
  });

+  await t.test('does not reject ETF when Yahoo data is missing (null)', () => {
+    const metrics: EtfMetrics = {
+      expenseRatio: 0.05,
+      yield: 1.8,
+      volume: null, // Yahoo did not return averageVolume
+      fiveYearReturn: null, // Yahoo did not return fiveYearAverageReturn
+      totalAssets: null,
+    };
+
+    const result = EtfScorer.score(metrics, DEFAULT_RULES);
+    // Missing data skips gates — must NOT auto-fail as 0 < gate
+    assert.notEqual(result.label, '🔴 REJECT');
+    assert.ok(result.audit?.passedGates);
+  });
+
+  await t.test('still enforces expense gate when other data is missing', () => {
+    const metrics: EtfMetrics = {
+      expenseRatio: 0.8, // above 0.2 gate
+      yield: null,
+      volume: null,
+      fiveYearReturn: null,
+      totalAssets: null,
+    };
+
+    const result = EtfScorer.score(metrics, DEFAULT_RULES);
+    assert.equal(result.label, '🔴 REJECT');
+    assert.ok(result.scoreSummary.includes('Expense ratio'));
+  });
+
+  await t.test('labels all-null metrics as No Data instead of Neutral', () => {
+    const metrics: EtfMetrics = {
+      expenseRatio: null,
+      yield: null,
+      volume: null,
+      fiveYearReturn: null,
+      totalAssets: null,
+    };
+
+    const result = EtfScorer.score(metrics, DEFAULT_RULES);
+    assert.equal(result.label, '🟡 Neutral (No Data)');
+    assert.equal(result.audit?.coverage?.active, 0);
+  });
+
  await t.test('handles negative 5-year return', () => {
    const metrics: EtfMetrics = {
      expenseRatio: 0.1,
@@ -0,0 +1,87 @@
+import test from 'node:test';
+import assert from 'node:assert/strict';
+import { SignalSnapshotRepository } from '../server/domains/shared/persistence/SignalSnapshotRepository.js';
+import { MockDatabaseConnection } from './helpers/mockDb.js';
+import type { DatabaseConnection } from '../server/domains/shared/db/index.js';
+import type { ScoreResult } from '../server/domains/shared/types/index.js';
+
+const passResult: ScoreResult = {
+  label: '🟢 BUY (High Conviction)',
+  tier: 'PASS',
+  score: 9,
+  scoreSummary: 'Score: 9',
+  audit: { passedGates: true, breakdown: { roe: 3 }, coverage: { active: 6, total: 11 } },
+};
+
+const rejectResult: ScoreResult = {
+  label: '🔴 REJECT',
+  tier: 'REJECT',
+  score: null,
+  scoreSummary: 'Gate failed: P/E 40 > 15',
+  audit: { passedGates: false, failures: ['P/E 40 > 15'] },
+};
+
+function repo(): SignalSnapshotRepository {
+  return new SignalSnapshotRepository(
+    new MockDatabaseConnection() as unknown as DatabaseConnection,
+  );
+}
+
+test('SignalSnapshotRepository', async (t) => {
+  await t.test('record() builds a valid UPSERT (16 params, no throw)', () => {
+    // QueryBuilder validates placeholder count — a param mismatch throws here.
+    assert.doesNotThrow(() =>
+      repo().record({
+        ticker: 'aapl',
+        assetType: 'STOCK',
+        price: 189.5,
+        signal: '✅ Strong Buy',
+        fundamental: passResult,
+        inflated: passResult,
+        rateRegime: 'NORMAL',
+      }),
+    );
+  });
+
+  await t.test('record() tolerates gate-failed results (null score)', () => {
+    assert.doesNotThrow(() =>
+      repo().record({
+        ticker: 'XYZ',
+        assetType: 'STOCK',
+        price: null,
+        signal: '❌ Avoid',
+        fundamental: rejectResult,
+        inflated: rejectResult,
+      }),
+    );
+  });
+
+  await t.test('recordBatch() returns count written', () => {
+    const n = repo().recordBatch([
+      {
+        ticker: 'AAPL',
+        assetType: 'STOCK',
+        price: 189.5,
+        signal: '✅ Strong Buy',
+        fundamental: passResult,
+        inflated: passResult,
+      },
+      {
+        ticker: 'MSFT',
+        assetType: 'STOCK',
+        price: 425.3,
+        signal: '🔄 Neutral',
+        fundamental: passResult,
+        inflated: passResult,
+      },
+    ]);
+    assert.equal(n, 2);
+  });
+
+  await t.test('read methods build valid queries', () => {
+    const r = repo();
+    assert.deepEqual(r.history('aapl'), []);
+    assert.deepEqual(r.byDate('2026-06-09'), []);
+    assert.deepEqual(r.latestBefore('2026-06-09'), []);
+  });
+});
@@ -238,8 +238,97 @@ test('StockScorer', async (t) => {
    } as any;

    const result = StockScorer.score(metrics, DEFAULT_RULES);
-    // Should handle gracefully (zero is falsy, treated as null)
+    // Zero quick ratio is a real value and fails the liquidity gate;
+    // zero P/E, PEG, P/B are impossible values and are treated as missing.
    assert.ok(result);
+    assert.equal(result.label, '🔴 REJECT');
+    assert.ok(result.scoreSummary.includes('Quick'));
+  });
+
+  await t.test('treats zero revenue growth as a real (stagnant) value', () => {
+    const metrics: StockMetrics = {
+      peRatio: 12,
+      pegRatio: 0.8,
+      debtToEquity: 0.5,
+      quickRatio: 1.2,
+      returnOnEquity: 20,
+      operatingMargin: 15,
+      netProfitMargin: 10,
+      revenueGrowth: 0, // stagnant — must be scored, not skipped
+      fcfYield: 5,
+    } as any;
+
+    const result = StockScorer.score(metrics, DEFAULT_RULES);
+    assert.ok(result.audit?.passedGates);
+    // 0% growth is below revMed (5) → scores -1, same as slightly negative growth
+    assert.equal(result.audit?.breakdown?.revenue, -1);
+  });
+
+  await t.test('treats zero debt-to-equity as debt-free, not missing', () => {
+    const metrics: StockMetrics = {
+      peRatio: 12,
+      pegRatio: 0.8,
+      debtToEquity: 0, // debt-free — should pass the gate, not be skipped
+      quickRatio: 1.2,
+      returnOnEquity: 20,
+      operatingMargin: 15,
+      netProfitMargin: 10,
+      revenueGrowth: 8,
+      fcfYield: 5,
+    } as any;
+
+    const result = StockScorer.score(metrics, DEFAULT_RULES);
+    assert.ok(result.audit?.passedGates);
+    assert.notEqual(result.label, '🔴 REJECT');
+  });
+
+  await t.test('flags insufficient data instead of plain HOLD', () => {
+    const metrics: StockMetrics = { currentPrice: 50 } as any;
+
+    const result = StockScorer.score(metrics, DEFAULT_RULES);
+    assert.equal(result.label, '🟡 HOLD (No Data)');
+    assert.equal(result.audit?.coverage?.active, 0);
+  });
+
+  await t.test('returns structured tier and numeric score (P0.3)', () => {
+    const strong: StockMetrics = {
+      peRatio: 12,
+      pegRatio: 0.7,
+      debtToEquity: 0.3,
+      quickRatio: 1.5,
+      returnOnEquity: 30,
+      operatingMargin: 25,
+      netProfitMargin: 18,
+      revenueGrowth: 12,
+      fcfYield: 6,
+    } as any;
+    const pass = StockScorer.score(strong, DEFAULT_RULES);
+    assert.equal(pass.tier, 'PASS');
+    assert.ok(typeof pass.score === 'number' && pass.score >= 4);
+
+    const gated: StockMetrics = { ...strong, peRatio: 40 } as any;
+    const reject = StockScorer.score(gated, DEFAULT_RULES);
+    assert.equal(reject.tier, 'REJECT');
+    assert.equal(reject.score, null);
+
+    const noData = StockScorer.score({ currentPrice: 50 } as any, DEFAULT_RULES);
+    assert.equal(noData.tier, 'HOLD');
+    assert.equal(noData.score, 0);
+  });
+
+  await t.test('reports factor coverage in audit', () => {
+    const metrics: StockMetrics = {
+      peRatio: 12,
+      pegRatio: 0.8,
+      quickRatio: 1.2,
+      returnOnEquity: 20,
+      currentPrice: 50,
+    } as any;
+
+    const result = StockScorer.score(metrics, DEFAULT_RULES);
+    assert.ok(result.audit?.coverage);
+    assert.ok(result.audit.coverage.active >= 1);
+    assert.ok(result.audit.coverage.active <= result.audit.coverage.total);
  });

  await t.test('scores based on configured thresholds', () => {