Wealthfolio MCP Server

import pytest from unittest.mock import AsyncMock, patch from src.api_client import WealthfolioClient class TestWealthfolioClient: """Test cases for Wealthfolio API client""" @pytest.fixture def client(self): """Create a test client instance""" return WealthfolioClient(api_key="test_key") @pytest.mark.asyncio async def test_get_accounts_success(self, client): """Test successful account retrieval""" mock_response = [ { "id": "test-account-1", "name": "Test Account", "currency": "USD", "isActive": True } ] with patch.object(client, '_make_request', new_callable=AsyncMock) as mock_request: mock_request.return_value = mock_response result = await client.get_accounts() assert result == mock_response mock_request.assert_called_once_with("/accounts") @pytest.mark.asyncio async def test_get_latest_valuations_success(self, client): """Test successful valuation retrieval""" account_ids = ["acc1", "acc2"] mock_response = [ { "accountId": "acc1", "totalValue": 10000.0, "cashBalance": 1000.0 } ] with patch.object(client, '_make_request', new_callable=AsyncMock) as mock_request: mock_request.return_value = mock_response result = await client.get_latest_valuations(account_ids) assert result == mock_response mock_request.assert_called_once_with("/valuations/latest", {"accountIds[]": ["acc1", "acc2"]}) @pytest.mark.asyncio async def test_fetch_portfolio_data_success(self, client): """Test successful portfolio data fetching""" with patch.object(client, 'get_accounts', new_callable=AsyncMock) as mock_accounts, \ patch.object(client, 'get_latest_valuations', new_callable=AsyncMock) as mock_valuations, \ patch.object(client, 'get_assets', new_callable=AsyncMock) as mock_assets, \ patch.object(client, 'get_valuation_history', new_callable=AsyncMock) as mock_history: mock_accounts.return_value = [{"id": "acc1", "name": "Test Account"}] mock_valuations.return_value = [{"accountId": "acc1", "totalValue": 10000.0, "costBasis": 9000.0, "netContribution": 8000.0}] mock_assets.return_value = [{"id": "AAPL", "name": "Apple Inc."}] mock_history.return_value = [{"date": "2025-12-14", "totalValue": 10000.0}] result = await client.fetch_portfolio_data({}) assert "accounts" in result assert "valuations" in result assert "assets" in result assert "history" in result assert "summary" in result # Check summary calculations summary = result["summary"] assert summary["total_value"] == 10000.0 assert summary["total_cost"] == 9000.0 assert summary["total_contribution"] == 8000.0 assert summary["total_gain_loss"] == 1000.0 assert summary["total_gain_loss_percent"] == pytest.approx(11.11, rel=1e-2) @pytest.mark.asyncio async def test_fetch_portfolio_data_error_handling(self, client): """Test error handling in portfolio data fetching""" with patch.object(client, 'get_accounts', new_callable=AsyncMock) as mock_accounts: mock_accounts.side_effect = Exception("API Error") result = await client.fetch_portfolio_data({}) # Should return mock data on error assert result["summary"]["total_value"] == 0 assert result["accounts"] == [] assert result["valuations"] == [] assert result["assets"] == [] assert result["history"] == []