quant-trading/web/tests/stockDataCache.test.ts

import { mkdtemp, rm } from "node:fs/promises";
import { tmpdir } from "node:os";
import { join } from "node:path";
import { afterEach, describe, expect, it, vi } from "vitest";
import { StockDataCache } from "../src/agent/stockDataCache";
import type { MarketDataProvider, WatchStock } from "../src/shared/types";

let tempDir: string | undefined;

afterEach(async () => {
  if (tempDir) {
    await rm(tempDir, { force: true, recursive: true });
    tempDir = undefined;
  }
});

const stock: WatchStock = {
  id: "AAPL",
  symbol: "AAPL",
  display: "AAPL",
  market: "US",
  name: "Apple",
  tags: ["core"],
  addedAt: "2026-05-11T00:00:00.000Z"
};

describe("StockDataCache", () => {
  it("persists chart and fundamentals data and reuses the local cache", async () => {
    tempDir = await mkdtemp(join(tmpdir(), "stock-agent-cache-"));
    const provider: MarketDataProvider = {
      snapshot: vi.fn(async () => ({
        price: 100,
        currency: "USD",
        pe: 20,
        peers: [],
        news: []
      })),
      candles: vi.fn(async () =>
        Array.from({ length: 1010 }, (_, index) => ({
          date: new Date(Date.UTC(2022, 0, 3 + index)).toISOString().slice(0, 10),
          open: 100 + index,
          high: 102 + index,
          low: 99 + index,
          close: 101 + index,
          volume: 1_000_000 + index
        }))
      ),
      fundamentals: vi.fn(async () => [
        {
          period: "2026Q1",
          revenue: 1_000_000,
          netIncome: 120_000
        }
      ]),
      relatedData: vi.fn(async () => ({
        sector: "Technology",
        avgVolume20: 1_000_000,
        volumeRatio: 1.1,
        volatility20: 0.02,
        drawdownFromHigh: 0.08,
        relativeStrength60: 0.05,
        support: 98,
        resistance: 112,
        capitalFlow: 0.1,
        sentimentScore: 0.6,
        newsHeat: 0.5,
        riskFlags: [],
        sources: []
      })),
      quantAnalysis: vi.fn(async () => ({
        action: "buy_watch" as const,
        score: 72,
        confidence: 0.7,
        horizon: "1-3 months",
        summary: "Positive",
        factors: [
          { name: "trend", score: 70, weight: 0.4, evidence: "above average" },
          { name: "valuation", score: 68, weight: 0.3, evidence: "reasonable" },
          { name: "sentiment", score: 74, weight: 0.3, evidence: "supportive" }
        ],
        riskNotes: []
      }))
    };
    const cache = new StockDataCache(tempDir, provider, () => new Date("2026-05-11T00:00:00.000Z"));

    await cache.chart(stock);
    await cache.chart(stock);
    await cache.fundamentals(stock);
    await cache.fundamentals(stock);

    expect(provider.candles).toHaveBeenCalledTimes(1);
    expect(provider.fundamentals).toHaveBeenCalledTimes(1);
    await expect(cache.snapshot(stock)).resolves.toEqual(expect.objectContaining({ price: 100 }));
    await expect(cache.snapshot(stock)).resolves.toEqual(expect.objectContaining({ price: 100 }));
    expect(provider.snapshot).toHaveBeenCalledTimes(1);
    await expect(cache.chart(stock, "W")).resolves.toEqual(expect.objectContaining({ period: "W" }));
    await expect(cache.relatedData(stock)).resolves.toEqual(expect.objectContaining({ data: expect.objectContaining({ sector: "Technology" }) }));
    await expect(cache.quantAnalysis(stock)).resolves.toEqual(expect.objectContaining({ analysis: expect.objectContaining({ score: 72 }) }));
    await expect(cache.quantAnalysis(stock)).resolves.toEqual(expect.objectContaining({ analysis: expect.objectContaining({ score: 72 }) }));
    expect(provider.quantAnalysis).toHaveBeenCalledTimes(1);
  });

  it("accepts real short listing history instead of requiring a full ten years", async () => {
    tempDir = await mkdtemp(join(tmpdir(), "stock-agent-cache-"));
    const provider: MarketDataProvider = {
      snapshot: vi.fn(async () => ({ price: 18, currency: "USD", peers: [], news: [] })),
      candles: vi.fn(async () =>
        Array.from({ length: 225 }, (_, index) => ({
          date: new Date(Date.UTC(2025, 5, 18 + index)).toISOString().slice(0, 10),
          open: 18 + index / 100,
          high: 19 + index / 100,
          low: 17 + index / 100,
          close: 18.5 + index / 100,
          volume: 800_000 + index
        }))
      ),
      fundamentals: vi.fn(async () => []),
      relatedData: vi.fn(async () => ({ riskFlags: [], sources: [] })),
      quantAnalysis: vi.fn(async () => ({
        action: "hold" as const,
        score: 58,
        confidence: 0.6,
        horizon: "1-3个月",
        summary: "等待确认",
        factors: [
          { name: "趋势", score: 58, weight: 0.4, evidence: "短历史可用" },
          { name: "估值", score: 50, weight: 0.3, evidence: "数据不足" },
          { name: "风险", score: 55, weight: 0.3, evidence: "控制仓位" }
        ],
        riskNotes: []
      }))
    };
    const cache = new StockDataCache(tempDir, provider, () => new Date("2026-05-12T00:00:00.000Z"));

    await expect(cache.chart({ ...stock, id: "SLDE", symbol: "SLDE", display: "SLDE" })).resolves.toEqual(
      expect.objectContaining({
        candles: expect.arrayContaining([expect.objectContaining({ date: expect.any(String) })])
      })
    );
    expect(provider.candles).toHaveBeenCalledTimes(1);
  });

  it("caches an empty historical result without treating it as an error", async () => {
    tempDir = await mkdtemp(join(tmpdir(), "stock-agent-cache-"));
    const provider: MarketDataProvider = {
      snapshot: vi.fn(async () => ({ price: 18, currency: "USD", peers: [], news: [] })),
      candles: vi.fn(async () => []),
      fundamentals: vi.fn(async () => []),
      relatedData: vi.fn(async () => ({ riskFlags: [], sources: [] })),
      quantAnalysis: vi.fn(async () => ({
        action: "hold" as const,
        score: 50,
        confidence: 0.4,
        horizon: "1-3个月",
        summary: "无K线数据，忽略技术面。",
        factors: [
          { name: "趋势", score: 50, weight: 0.4, evidence: "无历史数据" },
          { name: "估值", score: 50, weight: 0.3, evidence: "数据不足" },
          { name: "风险", score: 50, weight: 0.3, evidence: "等待数据" }
        ],
        riskNotes: []
      }))
    };
    const cache = new StockDataCache(tempDir, provider, () => new Date("2026-05-12T00:00:00.000Z"));

    await expect(cache.chart({ ...stock, id: "NEW", symbol: "NEW", display: "NEW" })).resolves.toEqual(
      expect.objectContaining({
        candles: [],
        indicators: []
      })
    );
    await expect(cache.chart({ ...stock, id: "NEW", symbol: "NEW", display: "NEW" })).resolves.toEqual(
      expect.objectContaining({
        candles: []
      })
    );
    expect(provider.candles).toHaveBeenCalledTimes(1);
  });
});