xiaobai-review/tests/test_strategy_tracking.py

from __future__ import annotations

import tempfile
import unittest
from pathlib import Path

from database import ReviewDatabase
from backend.features.screener.tracking import StrategyTrackingService


class StrategyTrackingTests(unittest.TestCase):
    def setUp(self) -> None:
        self.temp = tempfile.TemporaryDirectory()
        self.database = ReviewDatabase(Path(self.temp.name) / "review.db")
        self.owner = self.database.create_user("track_owner", "salt", "hash")
        self.other = self.database.create_user("track_other", "salt", "hash")
        self.service = StrategyTrackingService(self.database)
        self.run_id = self.database.save_screener_run(
            self.owner["id"], "20260710", "repair", "修复策略", {}, {"meta": {}}
        )

    def tearDown(self) -> None:
        self.temp.cleanup()

    def test_run_is_recorded_once_and_private_to_owner(self):
        candidates = [
            {
                "ts_code": "002141.SZ",
                "code": "002141",
                "name": "贤丰控股",
                "sector": "油气开采",
                "price": 10,
            }
        ]
        self.assertEqual(
            self.service.record_run(
                self.owner["id"], self.run_id, "20260710", "修复策略", candidates
            ),
            1,
        )
        self.service.record_run(
            self.owner["id"], self.run_id, "20260710", "修复策略", candidates
        )
        self.assertEqual(len(self.database.list_strategy_tracks(self.owner["id"])), 1)
        self.assertEqual(self.database.list_strategy_tracks(self.other["id"]), [])

    def test_tracking_uses_next_five_trading_bars(self):
        self.service.record_run(
            self.owner["id"],
            self.run_id,
            "20260710",
            "修复策略",
            [{"ts_code": "002141.SZ", "code": "002141", "name": "贤丰控股", "sector": "油气开采", "price": 10}],
        )
        rows = []
        values = (
            ("20260713", 10.2, 10.8, 9.8, 10.5),
            ("20260714", 10.5, 11.0, 10.1, 10.8),
            ("20260715", 10.8, 11.5, 10.4, 11.2),
            ("20260716", 11.2, 11.4, 9.5, 9.8),
            ("20260717", 9.8, 10.3, 9.0, 10.0),
            ("20260720", 10.0, 20.0, 1.0, 19.0),
        )
        for trade_date, open_price, high, low, close in values:
            rows.append(
                {
                    "trade_date": trade_date,
                    "ts_code": "002141.SZ",
                    "open": open_price,
                    "high": high,
                    "low": low,
                    "close": close,
                }
            )
        self.database.upsert_daily_bars(rows)

        payload = self.service.list_tracking(self.owner["id"])
        item = payload["batches"][0]["items"][0]
        self.assertEqual(item["status"], "已完成")
        self.assertEqual(item["t1_open"], 2.0)
        self.assertEqual(item["t1_close"], 5.0)
        self.assertEqual(item["t3_close"], 12.0)
        self.assertEqual(item["t5_close"], 0.0)
        self.assertEqual(item["max_gain"], 15.0)
        self.assertEqual(item["max_drawdown"], -10.0)
        self.assertEqual(payload["summary"]["t1_win_rate"], 100.0)
        self.assertEqual(payload["summary"]["t5_win_rate"], 0.0)

    def test_partial_tracking_reports_available_days(self):
        metrics = self.service.calculate_metrics(
            20,
            [
                {"open": 20, "high": 21, "low": 19, "close": 20.5},
                {"open": 20.5, "high": 22, "low": 20, "close": 21},
            ],
        )
        self.assertEqual(metrics["status"], "跟踪中 2/5")
        self.assertIsNone(metrics["t3_close"])
        self.assertEqual(metrics["max_gain"], 10.0)
        self.assertEqual(metrics["max_drawdown"], -5.0)

    def test_candidate_is_added_manually_and_can_be_removed_by_owner(self):
        run_id = self.database.save_screener_run(
            self.owner["id"],
            "20260711",
            "repair",
            "手动跟踪策略",
            {},
            {
                "meta": {},
                "candidates": [{
                    "ts_code": "600000.SH",
                    "code": "600000",
                    "name": "浦发银行",
                    "sector": "银行",
                    "price": 12.5,
                }],
            },
        )
        result = self.service.add_candidate(self.owner["id"], run_id, "600000")
        self.assertEqual(result["added"], 1)
        tracks = self.database.list_strategy_tracks(self.owner["id"])
        self.assertEqual(len(tracks), 1)
        self.assertEqual(tracks[0]["code"], "600000")
        self.assertEqual(self.database.list_strategy_tracks(self.other["id"]), [])
        with self.assertRaises(ValueError):
            self.service.add_candidate(self.other["id"], run_id, "600000")

        removed = self.service.remove_candidate(self.owner["id"], tracks[0]["id"])
        self.assertTrue(removed["deleted"])
        self.assertEqual(removed["tracking"]["batches"], [])

    def test_shared_automatic_run_can_be_added_to_private_tracking(self):
        run_id = self.database.save_screener_run(
            0,
            "20260711",
            "repair",
            "系统盘后策略",
            {},
            {
                "meta": {},
                "candidates": [{
                    "ts_code": "600000.SH",
                    "code": "600000",
                    "name": "浦发银行",
                    "sector": "银行",
                    "price": 12.5,
                }],
            },
        )
        result = self.service.add_candidate(self.other["id"], run_id, "600000")
        self.assertEqual(result["added"], 1)
        self.assertEqual(len(self.database.list_strategy_tracks(self.other["id"])), 1)
        self.assertEqual(self.database.list_strategy_tracks(self.owner["id"]), [])


if __name__ == "__main__":
    unittest.main()