market_screener/tests/DataMapper.test.ts

import { test } from 'node:test';
import assert from 'node:assert/strict';
import { DataMapper } from '../server/services/DataMapper';

const base = {
  price: { quoteType: 'EQUITY', regularMarketPrice: 150 },
  assetProfile: { sector: 'Technology', industry: 'Software', category: '' },
  financialData: {
    quickRatio: 1.2,
    debtToEquity: 150,
    freeCashflow: 5e9,
    revenueGrowth: 0.15,
    profitMargins: 0.25,
    operatingMargins: 0.3,
    returnOnEquity: 0.2,
    earningsGrowth: 0.12,
    operatingCashflow: 8e9,
  },
  defaultKeyStatistics: { pegRatio: null, forwardPE: 28, sharesOutstanding: 1e9, priceToBook: 12 },
  summaryDetail: {
    trailingAnnualDividendYield: 0.005,
    trailingPE: 30,
    beta: 1.2,
    fiftyTwoWeekHigh: 200,
    fiftyTwoWeekLow: 120,
  },
};

test('maps EQUITY quote type to STOCK', () => {
  const result = DataMapper.mapToStandardFormat('AAPL', base);
  assert.equal(result.type, 'STOCK');
  assert.equal(result.ticker, 'AAPL');
});

test('computes PEG from trailingPE / earningsGrowth when Yahoo returns null', () => {
  const result = DataMapper.mapToStandardFormat('AAPL', base);
  const expected = +(30 / (0.12 * 100)).toFixed(2); // trailingPE=30, earningsGrowth=12%
  assert.equal(result.pegRatio, expected);
});

test('uses Yahoo pegRatio when available', () => {
  const summary = {
    ...base,
    defaultKeyStatistics: { ...base.defaultKeyStatistics, pegRatio: 1.5 },
  };
  const result = DataMapper.mapToStandardFormat('AAPL', summary);
  assert.equal(result.pegRatio, 1.5);
});

test('debtToEquity is divided by 100', () => {
  const result = DataMapper.mapToStandardFormat('AAPL', base);
  assert.equal(result.debtToEquity, 1.5); // 150 / 100
});

test('maps ETF quoteType to ETF', () => {
  const etfSummary = {
    ...base,
    price: { ...base.price, quoteType: 'ETF' },
    assetProfile: { category: 'Large Blend' },
  };
  const result = DataMapper.mapToStandardFormat('VOO', etfSummary);
  assert.equal(result.type, 'ETF');
});

test('classifies bond ETF from category keyword', () => {
  const bondSummary = {
    ...base,
    price: { ...base.price, quoteType: 'ETF' },
    assetProfile: { category: 'Intermediate-Term Bond' },
  };
  const result = DataMapper.mapToStandardFormat('BND', bondSummary);
  assert.equal(result.type, 'BOND');
});

test('FCF yield is computed when data available', () => {
  const result = DataMapper.mapToStandardFormat('AAPL', base);
  assert.notEqual(result.fcfYield, null);
  assert((result.fcfYield as number) > 0);
});

test('peRatio prefers trailingPE over forwardPE', () => {
  // trailingPE=30 in summaryDetail, forwardPE=28 in defaultKeyStatistics
  const result = DataMapper.mapToStandardFormat('AAPL', base);
  assert.equal(result.peRatio, 30); // trailing should win
});

test('negative FCF yield is preserved, not nulled', () => {
  const negativeFcf = {
    ...base,
    financialData: { ...base.financialData, freeCashflow: -2e9 },
  };
  const result = DataMapper.mapToStandardFormat('AAPL', negativeFcf);
  assert.notEqual(result.fcfYield, null);
  assert((result.fcfYield as number) < 0, 'negative FCF should produce negative yield, not null');
});

test('ETF maps volume from summaryDetail', () => {
  const etfSummary = {
    ...base,
    price: { ...base.price, quoteType: 'ETF' },
    assetProfile: { category: 'Large Blend' },
    summaryDetail: {
      ...base.summaryDetail,
      averageVolume: 5000000,
      expenseRatio: 0.0003,
      trailingAnnualDividendYield: 0.013,
    },
    defaultKeyStatistics: { fiveYearAverageReturn: 0.12 },
  };
  const result = DataMapper.mapToStandardFormat('VOO', etfSummary);
  assert.equal(result.volume, 5000000);
});

test('bond duration inferred from category — intermediate maps to 5y', () => {
  const bondSummary = {
    ...base,
    price: { ...base.price, quoteType: 'ETF' },
    assetProfile: { category: 'Intermediate-Term Bond' },
    summaryDetail: { yield: 0.045 },
    defaultKeyStatistics: {},
  };
  const result = DataMapper.mapToStandardFormat('BND', bondSummary);
  assert.equal(result.duration, 5);
});

test('bond duration inferred from category — short-term maps to 2y', () => {
  const bondSummary = {
    ...base,
    price: { ...base.price, quoteType: 'ETF' },
    assetProfile: { category: 'Short-Term Bond' },
    summaryDetail: { yield: 0.05 },
    defaultKeyStatistics: {},
  };
  const result = DataMapper.mapToStandardFormat('SHY', bondSummary);
  assert.equal(result.duration, 2);
});

test('metrics are null (not 0) when data missing', () => {
  const sparse = {
    price: { quoteType: 'EQUITY', regularMarketPrice: 100 },
    financialData: {},
    defaultKeyStatistics: {},
    summaryDetail: {},
    assetProfile: {},
  };
  const result = DataMapper.mapToStandardFormat('X', sparse);
  assert.equal(result.pegRatio, null);
  assert.equal(result.quickRatio, null);
});