path: root/backend/tests/test_api.py

import pandas as pd
import pytest
from fastapi import HTTPException

from app import main
from app.services import data_service


def clear_service_caches() -> None:
    data_service.INFO_CACHE.clear()
    data_service.FAST_INFO_CACHE.clear()
    data_service.PRICE_CACHE.clear()
    data_service.HISTORY_CACHE.clear()
    data_service.STATEMENT_CACHE.clear()
    data_service.SHARES_CACHE.clear()
    data_service.RATIO_CACHE.clear()
    data_service.BETA_CACHE.clear()
    data_service.SHORT_CACHE.clear()


def quarterly_frame(rows: dict[str, list[float]]) -> pd.DataFrame:
    columns = pd.to_datetime(["2025-12-31", "2025-09-30", "2025-06-30", "2025-03-31"])
    return pd.DataFrame(rows, index=columns).T


def test_health() -> None:
    assert main.health() == {"status": "ok"}


def test_search_smoke(monkeypatch) -> None:
    monkeypatch.setattr(main.data_service, "search_tickers", lambda q: [{"symbol": "AAPL", "name": "Apple Inc.", "exchange": "NASDAQ"}])
    assert main.search("apple")[0]["symbol"] == "AAPL"


def test_watchlist_smoke(tmp_path, monkeypatch) -> None:
    monkeypatch.setattr(main, "DB_PATH", tmp_path / "prism.db")
    monkeypatch.setattr(main.data_service, "get_company_info", lambda symbol: {"currentPrice": 100.0, "previousClose": 95.0})
    res = main.add_watchlist_symbol("aapl")
    assert res["items"][0]["symbol"] == "AAPL"


def test_mocked_ticker_overview(monkeypatch) -> None:
    monkeypatch.setattr(
        main.data_service,
        "get_ticker_overview",
        lambda symbol: {
            "profile": {"symbol": "AAPL", "name": "Apple Inc.", "sector": None, "industry": None, "exchange": "NASDAQ", "website": None, "summary": None},
            "quote": {"price": 100.0, "prev_close": 98.0, "change": 2.0, "change_pct": 0.0204},
            "signals": [],
            "stats": {"market_cap": None, "trailing_pe": None, "trailing_eps": None, "volume": None, "average_volume": None, "beta": None},
            "ratios": {
                "price_to_book": None,
                "price_to_sales": None,
                "ev_to_sales": None,
                "ev_to_ebitda": None,
                "gross_margin_ttm": None,
                "operating_margin_ttm": None,
                "net_margin_ttm": None,
                "roe_ttm": None,
                "roa_ttm": None,
                "roic_ttm": None,
                "debt_to_equity": None,
                "current_ratio": None,
                "dividend_yield_ttm": None,
                "dividend_payout_ratio_ttm": None,
            },
            "range_52w": {"low": None, "high": None, "price": 100.0},
            "short_interest": {"short_percent_of_float": None, "short_ratio": None, "shares_short": None, "shares_short_prior_month": None, "shares_short_delta_pct": None},
            "meta": {"status": "partial", "is_partial": True, "field_availability": {}, "sources": {}},
        },
    )
    assert main.ticker_overview("AAPL")["profile"]["symbol"] == "AAPL"


def test_service_overview_prefers_info_fields(monkeypatch) -> None:
    clear_service_caches()
    monkeypatch.setattr(
        data_service,
        "get_company_info",
        lambda symbol: {
            "longName": "Apple Inc.",
            "exchange": "NMS",
            "currentPrice": 190.0,
            "previousClose": 188.0,
            "marketCap": 2_900_000_000_000,
            "trailingPE": 31.2,
            "trailingEps": 6.08,
            "volume": 50_000_000,
            "averageVolume": 60_000_000,
            "beta": 1.18,
            "fiftyTwoWeekHigh": 199.0,
            "fiftyTwoWeekLow": 164.0,
        },
    )
    monkeypatch.setattr(data_service, "get_fast_info", lambda symbol: {"lastPrice": 1.0, "exchange": "NYQ"})
    monkeypatch.setattr(data_service, "get_price_history", lambda symbol, period="1m": [])
    monkeypatch.setattr(data_service, "_pick_search_match", lambda symbol: {"symbol": "AAPL", "name": "Wrong", "exchange": "NYSE"})
    monkeypatch.setattr(data_service, "get_profile_enrichment", lambda symbol: {})

    overview = data_service.get_ticker_overview("AAPL")
    assert overview is not None
    assert overview["profile"]["name"] == "Apple Inc."
    assert overview["profile"]["exchange"] == "NASDAQ"
    assert overview["quote"]["price"] == 190.0
    assert overview["stats"]["market_cap"] == 2_900_000_000_000
    assert overview["meta"]["sources"]["profile.name"] == "info"
    assert overview["meta"]["sources"]["quote.price"] == "info"


def test_service_overview_falls_back_to_fast_info(monkeypatch) -> None:
    clear_service_caches()
    monkeypatch.setattr(data_service, "get_company_info", lambda symbol: {})
    monkeypatch.setattr(
        data_service,
        "get_fast_info",
        lambda symbol: {
            "lastPrice": 100.0,
            "previousClose": 98.0,
            "marketCap": 2_000_000_000,
            "lastVolume": 1_500_000,
            "threeMonthAverageVolume": 1_250_000,
            "yearHigh": 130.0,
            "yearLow": 90.0,
            "exchange": "NMS",
        },
    )
    monkeypatch.setattr(data_service, "get_price_history", lambda symbol, period="1m": [])
    monkeypatch.setattr(data_service, "_pick_search_match", lambda symbol: {"symbol": "AAPL", "name": "Apple Inc.", "exchange": "NASDAQ"})
    monkeypatch.setattr(data_service, "get_profile_enrichment", lambda symbol: {})

    overview = data_service.get_ticker_overview("AAPL")
    assert overview is not None
    assert overview["quote"]["price"] == 100.0
    assert overview["quote"]["prev_close"] == 98.0
    assert overview["stats"]["average_volume"] == 1_250_000
    assert overview["meta"]["sources"]["quote.price"] == "fast_info"
    assert overview["meta"]["sources"]["range_52w.high"] == "fast_info"


def test_service_overview_falls_back_to_search_and_history(monkeypatch) -> None:
    clear_service_caches()
    month_history = [
        {"date": "2026-01-01", "close": 98.0, "volume": 1000.0},
        {"date": "2026-01-02", "close": 100.0, "volume": 1200.0},
    ]
    year_history = month_history + [{"date": "2026-04-02", "close": 120.0, "volume": 900.0}]
    monkeypatch.setattr(data_service, "get_company_info", lambda symbol: {})
    monkeypatch.setattr(data_service, "get_fast_info", lambda symbol: {})
    monkeypatch.setattr(data_service, "_pick_search_match", lambda symbol: {"symbol": "AAPL", "name": "Apple Inc.", "exchange": "NMS"})
    monkeypatch.setattr(data_service, "get_profile_enrichment", lambda symbol: {})
    monkeypatch.setattr(data_service, "get_price_history", lambda symbol, period="1m": month_history if period == "1m" else year_history)

    overview = data_service.get_ticker_overview("AAPL")
    assert overview is not None
    assert overview["profile"]["name"] == "Apple Inc."
    assert overview["quote"]["price"] == 100.0
    assert overview["range_52w"]["high"] == 120.0
    assert overview["meta"]["sources"]["profile.name"] == "search"
    assert overview["meta"]["sources"]["quote.price"] == "history_recent"


def test_service_overview_invalid_symbol(monkeypatch) -> None:
    clear_service_caches()
    monkeypatch.setattr(data_service, "get_company_info", lambda symbol: {})
    monkeypatch.setattr(data_service, "get_fast_info", lambda symbol: {})
    monkeypatch.setattr(data_service, "_pick_search_match", lambda symbol: {})
    monkeypatch.setattr(data_service, "get_profile_enrichment", lambda symbol: {})
    monkeypatch.setattr(data_service, "get_price_history", lambda symbol, period="1m": [])
    assert data_service.get_ticker_overview("BAD") is None


def test_ticker_overview_404(monkeypatch) -> None:
    monkeypatch.setattr(main.data_service, "get_ticker_overview", lambda symbol: None)
    with pytest.raises(HTTPException) as exc:
        main.ticker_overview("INVALID")
    assert exc.value.status_code == 404
    assert exc.value.detail == "ticker data unavailable"


def test_ticker_overview_partial_response(monkeypatch) -> None:
    monkeypatch.setattr(
        main.data_service,
        "get_ticker_overview",
        lambda symbol: {
            "profile": {"symbol": "AAPL", "name": "Apple Inc.", "exchange": "NASDAQ", "sector": None, "industry": None, "website": None, "summary": None},
            "quote": {"price": 100.0, "prev_close": 98.0, "change": 2.0, "change_pct": 0.0204},
            "signals": [],
            "stats": {"market_cap": None, "trailing_pe": None, "trailing_eps": None, "volume": 1000.0, "average_volume": None, "beta": None},
            "ratios": {
                "price_to_book": None,
                "price_to_sales": None,
                "ev_to_sales": None,
                "ev_to_ebitda": None,
                "gross_margin_ttm": None,
                "operating_margin_ttm": None,
                "net_margin_ttm": None,
                "roe_ttm": None,
                "roa_ttm": None,
                "roic_ttm": None,
                "debt_to_equity": None,
                "current_ratio": None,
                "dividend_yield_ttm": None,
                "dividend_payout_ratio_ttm": None,
            },
            "range_52w": {"low": None, "high": None, "price": 100.0},
            "short_interest": {"short_percent_of_float": None, "short_ratio": None, "shares_short": None, "shares_short_prior_month": None, "shares_short_delta_pct": None},
            "meta": {"status": "partial", "is_partial": True, "field_availability": {"stats.market_cap": False}, "sources": {"profile.name": "search"}},
        },
    )
    body = main.ticker_overview("AAPL")
    assert body["meta"]["is_partial"] is True
    assert body["profile"]["name"] == "Apple Inc."


def test_ticker_history_period_mapping(monkeypatch) -> None:
    data_service.HISTORY_CACHE.clear()
    captured: list[str] = []

    class DummyTicker:
        def __init__(self, symbol: str) -> None:
            self.symbol = symbol

        def history(self, period: str):
            captured.append(period)
            return pd.DataFrame(
                [{"Open": 1.0, "High": 1.0, "Low": 1.0, "Close": 1.0, "Volume": 1.0}],
                index=[pd.Timestamp("2026-01-01")],
            )

    monkeypatch.setattr(data_service.yf, "Ticker", DummyTicker)
    assert len(data_service.get_price_history("AAPL", period="1m")) == 1
    assert len(data_service.get_price_history("AAPL", period="3m")) == 1
    assert len(data_service.get_price_history("AAPL", period="6m")) == 1
    assert captured == ["1mo", "3mo", "6mo"]


def test_compute_ttm_ratios_populates_overlapping_stats(monkeypatch) -> None:
    clear_service_caches()
    monkeypatch.setattr(data_service, "get_company_info", lambda symbol: {})
    monkeypatch.setattr(data_service, "get_fast_info", lambda symbol: {})
    monkeypatch.setattr(data_service, "get_latest_price", lambda symbol: 50.0)
    monkeypatch.setattr(data_service, "get_shares_outstanding", lambda symbol: 100.0)
    monkeypatch.setattr(
        data_service,
        "get_income_statement",
        lambda symbol, quarterly=False: quarterly_frame(
            {
                "Total Revenue": [1_000.0, 1_000.0, 1_000.0, 1_000.0],
                "Gross Profit": [500.0, 500.0, 500.0, 500.0],
                "Operating Income": [250.0, 250.0, 250.0, 250.0],
                "Net Income": [100.0, 100.0, 100.0, 100.0],
                "EBIT": [150.0, 150.0, 150.0, 150.0],
                "EBITDA": [200.0, 200.0, 200.0, 200.0],
                "Tax Provision": [20.0, 20.0, 20.0, 20.0],
                "Pretax Income": [120.0, 120.0, 120.0, 120.0],
            }
        ),
    )
    monkeypatch.setattr(
        data_service,
        "get_balance_sheet",
        lambda symbol, quarterly=False: quarterly_frame(
            {
                "Stockholders Equity": [500.0, 0.0, 0.0, 0.0],
                "Total Assets": [1_200.0, 0.0, 0.0, 0.0],
                "Total Debt": [150.0, 0.0, 0.0, 0.0],
                "Current Assets": [300.0, 0.0, 0.0, 0.0],
                "Current Liabilities": [100.0, 0.0, 0.0, 0.0],
                "Cash And Cash Equivalents": [50.0, 0.0, 0.0, 0.0],
            }
        ),
    )
    monkeypatch.setattr(
        data_service,
        "get_cash_flow",
        lambda symbol, quarterly=False: quarterly_frame({"Cash Dividends Paid": [-10.0, -10.0, -10.0, -10.0]}),
    )

    ratios = data_service.compute_ttm_ratios("AAPL")
    assert ratios["market_cap"] == 5_000.0
    assert ratios["trailing_eps"] == 4.0
    assert ratios["trailing_pe"] == 12.5
    assert ratios["price_to_book"] == 10.0
    assert ratios["price_to_sales"] == 1.25
    assert ratios["ev_to_sales"] == 1.275
    assert ratios["gross_margin_ttm"] == 0.5
    assert ratios["operating_margin_ttm"] == 0.25
    assert ratios["net_margin_ttm"] == 0.1
    assert ratios["roe_ttm"] == 0.8
    assert round(ratios["roic_ttm"], 6) == round((600.0 * (1 - (80.0 / 480.0))) / 600.0, 6)
    assert ratios["debt_to_equity"] == 0.3
    assert ratios["current_ratio"] == 3.0
    assert ratios["dividend_yield_ttm"] == 0.008
    assert ratios["dividend_payout_ratio_ttm"] == 0.1


def test_compute_ttm_ratios_guardrails_suppress_outliers(monkeypatch) -> None:
    clear_service_caches()
    monkeypatch.setattr(data_service, "get_company_info", lambda symbol: {})
    monkeypatch.setattr(data_service, "get_fast_info", lambda symbol: {})
    monkeypatch.setattr(data_service, "get_latest_price", lambda symbol: 1_000.0)
    monkeypatch.setattr(data_service, "get_shares_outstanding", lambda symbol: 100.0)
    monkeypatch.setattr(
        data_service,
        "get_income_statement",
        lambda symbol, quarterly=False: quarterly_frame(
            {
                "Total Revenue": [1.0, 1.0, 1.0, 1.0],
                "Net Income": [1.0, 1.0, 1.0, 1.0],
                "EBIT": [1.0, 1.0, 1.0, 1.0],
                "EBITDA": [100_000.0, 100_000.0, 100_000.0, 100_000.0],
                "Tax Provision": [0.0, 0.0, 0.0, 0.0],
                "Pretax Income": [1.0, 1.0, 1.0, 1.0],
            }
        ),
    )
    monkeypatch.setattr(
        data_service,
        "get_balance_sheet",
        lambda symbol, quarterly=False: quarterly_frame(
            {
                "Stockholders Equity": [1.0, 0.0, 0.0, 0.0],
                "Total Assets": [10.0, 0.0, 0.0, 0.0],
                "Total Debt": [1_000.0, 0.0, 0.0, 0.0],
                "Cash And Cash Equivalents": [0.0, 0.0, 0.0, 0.0],
            }
        ),
    )
    monkeypatch.setattr(data_service, "get_cash_flow", lambda symbol, quarterly=False: pd.DataFrame())

    ratios = data_service.compute_ttm_ratios("AAPL")
    assert ratios["trailing_pe"] == 25_000.0
    assert "price_to_book" not in ratios
    assert "price_to_sales" not in ratios
    assert "ev_to_sales" not in ratios
    assert "ev_to_ebitda" not in ratios


def test_overview_uses_computed_sources_and_ratios(monkeypatch) -> None:
    clear_service_caches()
    monkeypatch.setattr(
        data_service,
        "get_company_info",
        lambda symbol: {
            "longName": "Apple Inc.",
            "exchange": "NMS",
            "currentPrice": 120.0,
            "previousClose": 118.0,
        },
    )
    monkeypatch.setattr(data_service, "get_fast_info", lambda symbol: {})
    monkeypatch.setattr(data_service, "get_price_history", lambda symbol, period="1m": [])
    monkeypatch.setattr(data_service, "_pick_search_match", lambda symbol: {"symbol": "AAPL", "name": "Apple Inc.", "exchange": "NASDAQ"})
    monkeypatch.setattr(data_service, "get_profile_enrichment", lambda symbol: {})
    monkeypatch.setattr(
        data_service,
        "compute_ttm_ratios",
        lambda symbol: {
            "market_cap": 1_500_000_000.0,
            "trailing_pe": 24.5,
            "trailing_eps": 4.9,
            "price_to_book": 8.0,
            "price_to_sales": 6.2,
            "ev_to_sales": 6.8,
            "ev_to_ebitda": 22.1,
            "gross_margin_ttm": 0.44,
            "operating_margin_ttm": 0.27,
            "net_margin_ttm": 0.18,
            "roe_ttm": 0.31,
            "roa_ttm": 0.12,
            "roic_ttm": 0.19,
            "debt_to_equity": 0.42,
            "current_ratio": 1.8,
            "dividend_yield_ttm": 0.005,
            "dividend_payout_ratio_ttm": 0.12,
        },
    )

    overview = data_service.get_ticker_overview("AAPL")
    assert overview is not None
    assert overview["stats"]["trailing_pe"] == 24.5
    assert overview["stats"]["market_cap"] == 1_500_000_000.0
    assert overview["ratios"]["price_to_book"] == 8.0
    assert overview["meta"]["sources"]["stats.trailing_pe"] == "computed"
    assert overview["meta"]["sources"]["stats.market_cap"] == "computed"
    assert overview["meta"]["sources"]["ratios.price_to_book"] == "computed"
    assert overview["meta"]["field_availability"]["ratios.ev_to_ebitda"] is True
    assert any(signal["key"] == "Valuation" and "24.5x" in signal["value"] for signal in overview["signals"])


def test_financials_route_returns_structure(monkeypatch) -> None:
    monkeypatch.setattr(
        main.data_service,
        "get_financials",
        lambda symbol, period="annual": {
            "period": "annual",
            "income": {"columns": ["FY 2024", "TTM"], "rows": [
                {"label": "Total Revenue", "indent": 0, "is_total": True,
                 "is_section": False, "is_margin": False, "values": [391_000.0, 394_500.0]},
            ]},
            "balance": {"columns": [], "rows": []},
            "cash_flow": {"columns": [], "rows": []},
        },
    )
    result = main.ticker_financials("AAPL", period="annual")
    assert result["period"] == "annual"
    assert result["income"]["columns"][0] == "FY 2024"
    assert result["income"]["rows"][0]["label"] == "Total Revenue"


def test_financials_route_period_param(monkeypatch) -> None:
    captured: list[str] = []

    def mock_get_financials(symbol, period="annual"):
        captured.append(period)
        return {
            "period": period,
            "income": {"columns": [], "rows": []},
            "balance": {"columns": [], "rows": []},
            "cash_flow": {"columns": [], "rows": []},
        }

    monkeypatch.setattr(main.data_service, "get_financials", mock_get_financials)
    main.ticker_financials("AAPL", period="quarterly")
    assert captured == ["quarterly"]