import pytest
import httpx
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"] == []
@pytest.mark.asyncio
async def test_get_holding_item_success(self, client):
"""Test successful holding item retrieval"""
mock_response = {
"accountId": "acc1",
"assetId": "AAPL",
"quantity": 100,
"purchasePrice": 150.00,
"currentPrice": 170.00,
"totalValue": 17000.00,
"costBasis": 15000.00,
"gainLoss": 2000.00
}
with patch.object(client, '_make_request', new_callable=AsyncMock) as mock_request:
mock_request.return_value = mock_response
result = await client.get_holding_item("acc1", "AAPL")
assert result == mock_response
mock_request.assert_called_once_with("/holdings/item", {"accountId": "acc1", "assetId": "AAPL"})
@pytest.mark.asyncio
async def test_get_holding_item_not_found(self, client):
"""Test holding item not found returns None"""
with patch.object(client, '_make_request', new_callable=AsyncMock) as mock_request:
mock_request.side_effect = httpx.HTTPStatusError(
"Not Found", request=None, response=httpx.Response(404)
)
result = await client.get_holding_item("acc1", "INVALID")
assert result is None
mock_request.assert_called_once_with("/holdings/item", {"accountId": "acc1", "assetId": "INVALID"})
@pytest.mark.asyncio
async def test_get_holdings_bulk_success(self, client):
"""Test successful bulk holdings retrieval"""
account_ids = ["acc1", "acc2"]
mock_response = [
{
"accountId": "acc1",
"assetId": "AAPL",
"quantity": 100,
"purchasePrice": 150.00,
"currentPrice": 170.00,
"totalValue": 17000.00
}
]
with patch.object(client, '_make_request', new_callable=AsyncMock) as mock_request:
mock_request.return_value = mock_response
result = await client.get_holdings(account_ids)
assert result == mock_response
mock_request.assert_called_once_with("/holdings", {"accountIds[]": account_ids})
@pytest.mark.asyncio
async def test_get_holdings_fallback(self, client):
"""Test holdings fallback when bulk endpoint fails"""
account_ids = ["acc1"]
# Mock assets response
mock_assets = [
{"id": "AAPL", "type": "stock"},
{"id": "CASH", "type": "CASH"}, # Should be filtered out
{"id": "EUR", "type": "FOREX"} # Should be filtered out
]
# Mock holding response for AAPL
mock_holding = {
"accountId": "acc1",
"assetId": "AAPL",
"quantity": 100,
"purchasePrice": 150.00,
"currentPrice": 170.00,
"totalValue": 17000.00
}
with patch.object(client, '_make_request', new_callable=AsyncMock) as mock_request, \
patch.object(client, 'get_assets', new_callable=AsyncMock) as mock_get_assets, \
patch.object(client, 'get_holding_item', new_callable=AsyncMock) as mock_get_holding:
# Bulk endpoint fails with 404
mock_request.side_effect = httpx.HTTPStatusError(
"Not Found", request=None, response=httpx.Response(404)
)
mock_get_assets.return_value = mock_assets
mock_get_holding.return_value = mock_holding
result = await client.get_holdings(account_ids)
assert len(result) == 1
assert result[0] == mock_holding
# Should call get_holding_item for AAPL only (CASH and FOREX filtered out)
mock_get_holding.assert_called_once_with("acc1", "AAPL")
@pytest.mark.asyncio
async def test_get_holdings_empty_accounts(self, client):
"""Test get_holdings with empty account list"""
result = await client.get_holdings([])
assert result == []
