import { test } from 'node:test'; import assert from 'node:assert/strict'; import { PortfolioAdvisor } from '../server/finance/PortfolioAdvisor.js'; import { SIGNAL } from '../server/config/constants.js'; const advisor = new PortfolioAdvisor(); test('_position: computes gain/loss correctly', () => { const pos = advisor._position({ costBasis: 100, shares: 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({ costBasis: 100, shares: 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, { costBasis: 100, shares: 10 }, 150); assert.equal(action, '🟢 Hold & Add'); }); test('_advice: Avoid + loss → Sell (Cut Loss)', () => { const { action } = advisor._advice(SIGNAL.AVOID, { costBasis: 150, shares: 10 }, 100); assert.equal(action, '🔴 Sell (Cut Loss)'); }); test('_advice: Avoid + profit → Sell (Take Profits)', () => { const { action } = advisor._advice(SIGNAL.AVOID, { costBasis: 100, shares: 10 }, 150); assert.equal(action, '🔴 Sell (Take Profits)'); }); test('_advice: Speculation + >20% gain → Reduce Position', () => { const { action } = advisor._advice(SIGNAL.SPECULATION, { costBasis: 100, shares: 10 }, 125); assert.equal(action, '🟠 Reduce Position'); }); test('_cryptoAdvice: no price → No price data', () => { const { action } = advisor._cryptoAdvice({ costBasis: 100, shares: 1 }, null); assert.equal(action, '⚪ No price data'); }); test('_cryptoAdvice: >100% gain → Consider taking profits', () => { const { action } = advisor._cryptoAdvice({ costBasis: 10000, shares: 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 = { 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 = { 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); });