phase-7: code restructure

tests/PortfolioAdvisor.test.ts

@@ -0,0 +1,103 @@
+import { test } from 'node:test';
+import assert from 'node:assert/strict';
+import { PortfolioAdvisor } from '../server/services/PortfolioAdvisor';
+import { SIGNAL } from '../server/config/constants';
+import type { PortfolioHolding } from '../server/types';
+
+// Cast to any to access private methods — tests exercise internal behaviour directly.
+const advisor = new PortfolioAdvisor() as any;
+
+// Minimal holding shape used by _position and _advice (only costBasis/shares matter).
+const holding = (costBasis: number, shares: number): PortfolioHolding => ({
+  ticker: 'TEST',
+  source: 'Test',
+  type: 'stock',
+  costBasis,
+  shares,
+});
+
+test('_position: computes gain/loss correctly', () => {
+  const pos = advisor._position(holding(100, 10), 150);
+  assert.equal(pos.gainLossPct, '50.0');
+  assert.equal(pos.marketValue, '1500.00');
+  assert.equal(pos.totalCost, '1000.00');
+});
+
+test('_position: returns null gainLoss when price unavailable', () => {
+  const pos = advisor._position(holding(100, 10), null);
+  assert.equal(pos.gainLossPct, null);
+  assert.equal(pos.marketValue, null);
+});
+
+test('_advice: Strong Buy → Hold & Add', () => {
+  const { action } = advisor._advice(SIGNAL.STRONG_BUY, holding(100, 10), 150);
+  assert.equal(action, '🟢 Hold & Add');
+});
+
+test('_advice: Avoid + loss → Sell (Cut Loss)', () => {
+  const { action } = advisor._advice(SIGNAL.AVOID, holding(150, 10), 100);
+  assert.equal(action, '🔴 Sell (Cut Loss)');
+});
+
+test('_advice: Avoid + profit → Sell (Take Profits)', () => {
+  const { action } = advisor._advice(SIGNAL.AVOID, holding(100, 10), 150);
+  assert.equal(action, '🔴 Sell (Take Profits)');
+});
+
+test('_advice: Speculation + >20% gain → Reduce Position', () => {
+  const { action } = advisor._advice(SIGNAL.SPECULATION, holding(100, 10), 125);
+  assert.equal(action, '🟠 Reduce Position');
+});
+
+test('_cryptoAdvice: no price → No price data', () => {
+  const { action } = advisor._cryptoAdvice(holding(100, 1), null);
+  assert.equal(action, '⚪ No price data');
+});
+
+test('_cryptoAdvice: >100% gain → Consider taking profits', () => {
+  const { action } = advisor._cryptoAdvice(holding(10000, 1), 25000);
+  assert.equal(action, '🟠 Consider taking profits');
+});
+
+// ── Result map dot-notation normalisation (BRK.B / BRK-B) ───────────────────
+
+test('advise: BRK-B screener result matches BRK.B holding', async () => {
+  const mockResult = {
+    asset: { ticker: 'BRK-B', currentPrice: 500 },
+    signal: SIGNAL.STRONG_BUY,
+    inflated: { label: '🟢 BUY (High Conviction)' },
+    fundamental: { label: '🟢 BUY (High Conviction)' },
+  };
+  const screenedResults = { STOCK: [mockResult], ETF: [], BOND: [] };
+  const holding: PortfolioHolding = {
+    ticker: 'BRK.B',
+    shares: 1,
+    costBasis: 400,
+    type: 'stock',
+    source: 'Robinhood',
+  };
+
+  const advice = await advisor.advise([holding], screenedResults);
+  // Should match and return a real signal, not "Not screened"
+  assert.equal(advice[0].signal, SIGNAL.STRONG_BUY);
+});
+
+test('advise: BRK.B screener result matches BRK-B holding', async () => {
+  const mockResult = {
+    asset: { ticker: 'BRK.B', currentPrice: 500 },
+    signal: SIGNAL.STRONG_BUY,
+    inflated: { label: '🟢 BUY (High Conviction)' },
+    fundamental: { label: '🟢 BUY (High Conviction)' },
+  };
+  const screenedResults = { STOCK: [mockResult], ETF: [], BOND: [] };
+  const holding: PortfolioHolding = {
+    ticker: 'BRK-B',
+    shares: 1,
+    costBasis: 400,
+    type: 'stock',
+    source: 'Robinhood',
+  };
+
+  const advice = await advisor.advise([holding], screenedResults);
+  assert.equal(advice[0].signal, SIGNAL.STRONG_BUY);
+});