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4ea83a9cda
Adds the analytics half of the CoinMarketCap reference: a value-over-time chart (GET /crypto/history, forward-filled from AssetValuation like Net Worth's own series but scoped to crypto assets), an allocation breakdown by coin, and stat tiles for all-time profit, total invested (cost basis), and best/worst performer. Deliberately no "24h" range — history is only as dense as the sync cadence (button or once/day), so a 24h chart would be one or two points, not a smooth intraday line. Cost basis / all-time profit / best-worst performer aren't separate endpoints: they're trivial to derive client-side from fields already in GET /crypto/holdings, so no redundant backend logic. Allocation card follows the dataviz skill's categorical rule: top 7 coins by value get a fixed-order color from the app's already-validated 8-slot ramp, an 8th+ folds into "Other" rather than generating a new hue. 82/82 backend tests passing (3 new for /crypto/history). Verified live against the real CoinGecko API — and caught a real holding the user had already added directly through the UI between messages, which the smoke test correctly left untouched while cleaning up only its own test data. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01855PiW5Wd8n4aRW4n9kByY
303 lines
12 KiB
Python
303 lines
12 KiB
Python
"""Crypto holdings: buy/sell transaction log, weighted-average cost basis,
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and the lazy/forced price sync. CoinGecko itself is never called in tests —
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services/crypto_service.py's _fetch_market_data is monkeypatched with a
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canned market-data feed instead, same way any external dependency would be.
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"""
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from decimal import Decimal
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import httpx
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from httpx import AsyncClient
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from app.services import crypto_service
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from tests.helpers import money
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def _point(price: str, change_1h: str | None = None, change_24h: str | None = None, change_7d: str | None = None):
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return crypto_service._MarketPoint(
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price=Decimal(price),
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change_1h=Decimal(change_1h) if change_1h else None,
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change_24h=Decimal(change_24h) if change_24h else None,
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change_7d=Decimal(change_7d) if change_7d else None,
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)
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def _fake_fetch(prices: dict[str, "crypto_service._MarketPoint"]):
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async def fetch(coingecko_ids, vs_currency):
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return {cid: prices[cid] for cid in coingecko_ids if cid in prices}
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return fetch
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async def _add_bitcoin(client: AsyncClient, quantity: str = "0.5", price_per_unit: str = "40000") -> dict:
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resp = await client.post(
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"/crypto/holdings",
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json={
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"coingecko_id": "bitcoin",
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"symbol": "btc",
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"name": "Bitcoin",
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"quantity": quantity,
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"price_per_unit": price_per_unit,
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"date": "2026-01-01",
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},
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)
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assert resp.status_code == 201, resp.text
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return resp.json()
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async def test_create_holding_seeds_todays_value_and_position_immediately(client: AsyncClient, monkeypatch):
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monkeypatch.setattr(crypto_service, "_fetch_market_data", _fake_fetch({"bitcoin": _point("50000")}))
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holding = await _add_bitcoin(client, "0.5", "40000")
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assert holding["symbol"] == "BTC" # normalized to uppercase
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assert money(holding["quantity"]) == money("0.5")
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assert money(holding["avg_buy_price"]) == money("40000")
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assert money(holding["current_price"]) == money("50000")
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assert money(holding["value"]) == money("25000") # 0.5 * 50000
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assert money(holding["cost_basis"]) == money("20000") # 0.5 * 40000
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assert money(holding["profit_loss"]) == money("5000")
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assert round(holding["profit_loss_percent"], 2) == 25.0
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async def test_holding_shows_up_in_net_worth_breakdown(client: AsyncClient, monkeypatch):
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monkeypatch.setattr(crypto_service, "_fetch_market_data", _fake_fetch({"bitcoin": _point("50000")}))
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await _add_bitcoin(client, "1", "40000")
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resp = await client.get("/net-worth/summary")
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breakdown = {item["key"]: item for item in resp.json()["breakdown"]}
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assert money(breakdown["crypto"]["amount"]) == money("50000")
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async def test_second_buy_blends_into_weighted_average_cost(client: AsyncClient, monkeypatch):
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monkeypatch.setattr(crypto_service, "_fetch_market_data", _fake_fetch({"bitcoin": _point("50000")}))
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holding = await _add_bitcoin(client, "1", "40000") # cost basis: 40000
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async def fail_if_called(coingecko_ids, vs_currency):
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raise AssertionError("adding a transaction must not call CoinGecko")
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monkeypatch.setattr(crypto_service, "_fetch_market_data", fail_if_called)
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resp = await client.post(
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f"/crypto/holdings/{holding['asset_id']}/transactions",
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json={"type": "buy", "quantity": "1", "price_per_unit": "60000", "date": "2026-02-01"},
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)
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assert resp.status_code == 201, resp.text
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body = resp.json()
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assert money(body["quantity"]) == money("2")
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# (1*40000 + 1*60000) / 2 = 50000
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assert money(body["avg_buy_price"]) == money("50000")
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assert money(body["value"]) == money("100000") # 2 * 50000 (last known price, unchanged)
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async def test_sell_reduces_quantity_but_not_the_average_cost_of_what_remains(client: AsyncClient, monkeypatch):
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monkeypatch.setattr(crypto_service, "_fetch_market_data", _fake_fetch({"bitcoin": _point("50000")}))
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holding = await _add_bitcoin(client, "2", "40000") # avg cost 40000
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resp = await client.post(
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f"/crypto/holdings/{holding['asset_id']}/transactions",
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json={"type": "sell", "quantity": "1", "price_per_unit": "55000", "date": "2026-02-01"},
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)
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assert resp.status_code == 201, resp.text
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body = resp.json()
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assert money(body["quantity"]) == money("1")
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assert money(body["avg_buy_price"]) == money("40000") # unchanged by the sell
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assert money(body["value"]) == money("50000") # 1 * 50000
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async def test_selling_more_than_held_is_rejected(client: AsyncClient, monkeypatch):
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monkeypatch.setattr(crypto_service, "_fetch_market_data", _fake_fetch({"bitcoin": _point("50000")}))
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holding = await _add_bitcoin(client, "1", "40000")
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resp = await client.post(
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f"/crypto/holdings/{holding['asset_id']}/transactions",
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json={"type": "sell", "quantity": "2", "price_per_unit": "55000", "date": "2026-02-01"},
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)
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assert resp.status_code == 400
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async def test_deleting_a_transaction_recomputes_the_position(client: AsyncClient, monkeypatch):
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monkeypatch.setattr(crypto_service, "_fetch_market_data", _fake_fetch({"bitcoin": _point("50000")}))
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holding = await _add_bitcoin(client, "1", "40000")
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second = await client.post(
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f"/crypto/holdings/{holding['asset_id']}/transactions",
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json={"type": "buy", "quantity": "1", "price_per_unit": "60000", "date": "2026-02-01"},
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)
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tx_id = next(
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t["id"]
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for t in (await client.get(f"/crypto/holdings/{holding['asset_id']}/transactions")).json()
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if t["price_per_unit"] == "60000.000000000000000000"
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)
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assert second.json()["quantity"] == "2.000000000000000000"
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resp = await client.delete(f"/crypto/transactions/{tx_id}")
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assert resp.status_code == 204
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refreshed = (await client.get("/crypto/holdings")).json()["holdings"][0]
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assert money(refreshed["quantity"]) == money("1")
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assert money(refreshed["avg_buy_price"]) == money("40000")
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async def test_transaction_history_lists_newest_first(client: AsyncClient, monkeypatch):
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monkeypatch.setattr(crypto_service, "_fetch_market_data", _fake_fetch({"bitcoin": _point("50000")}))
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holding = await _add_bitcoin(client, "1", "40000", )
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await client.post(
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f"/crypto/holdings/{holding['asset_id']}/transactions",
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json={"type": "buy", "quantity": "1", "price_per_unit": "60000", "date": "2026-02-01"},
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)
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resp = await client.get(f"/crypto/holdings/{holding['asset_id']}/transactions")
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assert resp.status_code == 200
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dates = [t["date"] for t in resp.json()]
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assert dates == ["2026-02-01", "2026-01-01"]
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async def test_deleting_the_asset_removes_the_crypto_holding_too(client: AsyncClient, monkeypatch):
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monkeypatch.setattr(crypto_service, "_fetch_market_data", _fake_fetch({"bitcoin": _point("50000")}))
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holding = await _add_bitcoin(client)
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resp = await client.delete(f"/assets/{holding['asset_id']}")
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assert resp.status_code == 204
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resp = await client.get("/crypto/holdings")
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assert resp.json()["holdings"] == []
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async def test_get_holdings_does_not_resync_within_24_hours(client: AsyncClient, monkeypatch):
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monkeypatch.setattr(crypto_service, "_fetch_market_data", _fake_fetch({"bitcoin": _point("50000")}))
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await _add_bitcoin(client)
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calls: list[list[str]] = []
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async def counting_fetch(coingecko_ids, vs_currency):
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calls.append(coingecko_ids)
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return {}
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monkeypatch.setattr(crypto_service, "_fetch_market_data", counting_fetch)
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resp = await client.get("/crypto/holdings")
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assert resp.json()["synced"] is False
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assert calls == [] # creation's own sync already satisfied the 24h window
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async def test_manual_refresh_button_bypasses_the_24h_window_and_updates_changes(client: AsyncClient, monkeypatch):
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monkeypatch.setattr(crypto_service, "_fetch_market_data", _fake_fetch({"bitcoin": _point("50000")}))
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await _add_bitcoin(client, "0.5", "40000")
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calls: list[list[str]] = []
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async def counting_fetch(coingecko_ids, vs_currency):
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calls.append(coingecko_ids)
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return {"bitcoin": _point("60000", change_1h="0.5", change_24h="2.1", change_7d="-3.4")}
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monkeypatch.setattr(crypto_service, "_fetch_market_data", counting_fetch)
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resp = await client.post("/crypto/refresh")
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assert resp.json()["synced"] is True
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assert calls == [["bitcoin"]]
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holding = resp.json()["holdings"][0]
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assert money(holding["value"]) == money("30000") # 0.5 * 60000
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assert money(holding["price_change_1h"]) == money("0.5")
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assert money(holding["price_change_24h"]) == money("2.1")
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assert money(holding["price_change_7d"]) == money("-3.4")
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async def test_coingecko_outage_keeps_last_known_value_instead_of_failing(client: AsyncClient, monkeypatch):
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monkeypatch.setattr(crypto_service, "_fetch_market_data", _fake_fetch({"bitcoin": _point("50000")}))
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await _add_bitcoin(client, "0.5", "40000")
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async def broken_fetch(coingecko_ids, vs_currency):
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raise httpx.ConnectError("simulated outage")
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monkeypatch.setattr(crypto_service, "_fetch_market_data", broken_fetch)
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resp = await client.post("/crypto/refresh")
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assert resp.status_code == 200
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body = resp.json()
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assert body["synced"] is False
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assert body["error_key"] == "unreachable"
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assert money(body["holdings"][0]["value"]) == money("25000") # unchanged from creation
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async def test_create_rejects_when_no_api_key_configured(client: AsyncClient, monkeypatch):
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monkeypatch.setattr(crypto_service.get_settings(), "coingecko_api_key", "")
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resp = await client.post(
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"/crypto/holdings",
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json={
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"coingecko_id": "bitcoin",
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"symbol": "btc",
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"name": "Bitcoin",
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"quantity": "0.5",
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"price_per_unit": "40000",
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"date": "2026-01-01",
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},
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)
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assert resp.status_code == 400
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async def test_backup_roundtrip_preserves_holding_and_transaction_log(client: AsyncClient, monkeypatch):
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"""A crypto holding is an Asset underneath, so it would still show up
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after a restore even without this — but as an inert manual asset,
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having silently lost which coin it was and its whole buy/sell history
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(so quantity and avg buy price couldn't be recomputed). Backup must
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carry both CryptoHolding and CryptoTransaction rows."""
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monkeypatch.setattr(crypto_service, "_fetch_market_data", _fake_fetch({"bitcoin": _point("50000")}))
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holding = await _add_bitcoin(client, "1", "40000")
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await client.post(
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f"/crypto/holdings/{holding['asset_id']}/transactions",
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json={"type": "buy", "quantity": "1", "price_per_unit": "60000", "date": "2026-02-01"},
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)
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payload = (await client.get("/backup/export")).json()
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assert len(payload["crypto_holdings"]) == 1
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assert len(payload["crypto_transactions"]) == 2
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import_resp = await client.post("/backup/import", json=payload)
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assert import_resp.status_code == 200, import_resp.text
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restored = (await client.get("/crypto/holdings")).json()["holdings"][0]
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assert restored["coingecko_id"] == "bitcoin"
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assert restored["asset_id"] == holding["asset_id"]
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assert money(restored["quantity"]) == money("2")
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assert money(restored["avg_buy_price"]) == money("50000")
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assert money(restored["value"]) == money("100000") # last_price survived too (2 * 50000)
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async def test_history_reflects_current_total_crypto_value(client: AsyncClient, monkeypatch):
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monkeypatch.setattr(crypto_service, "_fetch_market_data", _fake_fetch({"bitcoin": _point("50000")}))
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await _add_bitcoin(client, "1", "40000")
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resp = await client.get("/crypto/history?range=30d")
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assert resp.status_code == 200
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body = resp.json()
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assert money(body["current"]) == money("50000")
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assert len(body["series"]) == 30
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assert money(body["series"][-1]["value"]) == money("50000")
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assert money(body["series"][0]["value"]) == money("0") # nothing existed 30 days ago
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async def test_history_is_empty_series_with_no_holdings(client: AsyncClient):
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resp = await client.get("/crypto/history?range=7d")
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assert resp.status_code == 200
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body = resp.json()
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assert body["series"] == []
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assert money(body["current"]) == money("0")
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async def test_history_rejects_unknown_range(client: AsyncClient):
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resp = await client.get("/crypto/history?range=24h")
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assert resp.status_code == 422
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