fix(portfolio): default new workspaces to 100 oz

This commit is contained in:
Bu5hm4nn
2026-03-25 19:42:54 +01:00
parent 8d4216a6f8
commit 782e8f692e
3 changed files with 140 additions and 3 deletions

View File

@@ -254,3 +254,58 @@ def test_hedge_page_upgrades_cached_gld_quote_and_uses_converted_spot(tmp_path,
assert portfolio["spot_price"] == 4041.9
assert portfolio["gold_value"] == 889218.0
assert portfolio["net_equity"] == 667218.0
def test_hedge_page_upgrades_legacy_default_workspace_footprint(tmp_path, monkeypatch) -> None:
import asyncio
from app.pages import hedge as hedge_module
from app.services import runtime as runtime_module
_install_workspace_repo(tmp_path, monkeypatch)
workspace_id = str(uuid4())
workspace_path = tmp_path / "workspaces" / workspace_id
workspace_path.mkdir(parents=True, exist_ok=True)
(workspace_path / "portfolio_config.json").write_text(
json.dumps(
{
"schema_version": 2,
"portfolio": {
"gold_value": {"value": "215000.0", "currency": "USD"},
"entry_price": {"value": "215.0", "currency": "USD", "per_weight_unit": "ozt"},
"gold_ounces": {"value": "1000.0", "unit": "ozt"},
"entry_basis_mode": "value_price",
"loan_amount": {"value": "145000.0", "currency": "USD"},
"margin_threshold": {"value": "0.75", "unit": "ratio"},
"monthly_budget": {"value": "8000.0", "currency": "USD"},
"ltv_warning": {"value": "0.70", "unit": "ratio"},
"primary_source": "yfinance",
"fallback_source": "yfinance",
"refresh_interval": {"value": 5, "unit": "seconds"},
"volatility_spike": {"value": "0.25", "unit": "ratio"},
"spot_drawdown": {"value": "7.5", "unit": "percent"},
"email_alerts": False,
},
}
)
)
class _CacheStub:
async def get_json(self, key: str): # type: ignore[override]
if key == "quote:GLD":
return {"symbol": "GLD", "price": 404.19, "quote_unit": "share", "source": "cache"}
return None
async def set_json(self, key: str, value): # type: ignore[override]
return True
data_service = DataService(cache=_CacheStub()) # type: ignore[arg-type]
monkeypatch.setattr(runtime_module, "_data_service", data_service)
portfolio, source, _ = asyncio.run(hedge_module._resolve_hedge_spot(workspace_id))
assert source == "cache"
assert portfolio["gold_units"] == 100.0
assert portfolio["margin_call_price"] == 1933.3333333333333
assert portfolio["gold_value"] == 404190.0
assert portfolio["net_equity"] == 259190.0