feat: enrich portfolio list with total value and position breakdown from MOEX #10

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ksv741 merged 7 commits from perf/portfolio-enricher-optimization into main 2026-06-14 14:19:56 +03:00
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node_modules/ node_modules/
dist/ dist/
.superpowers/
.env .env
*.log *.log
.DS_Store .DS_Store

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import { Test, TestingModule } from '@nestjs/testing';
import { ConfigModule } from '@nestjs/config';
import { PortfolioService } from './portfolio.service';
import { PrismaService } from '../prisma/prisma.service';
import { MoexClientService } from '../moex-client/moex-client.service';
import { CacheService } from '../cache/cache.service';
import configuration from '../../config/configuration';
import { ForbiddenException, NotFoundException } from '@nestjs/common';
describe('PortfolioService', () => {
let service: PortfolioService;
let prisma: PrismaService;
let moexClient: MoexClientService;
let module: TestingModule;
const mockPortfolio = (overrides: Record<string, unknown> = {}) => ({
id: 1,
userId: 1,
name: 'Test Portfolio',
description: 'A test portfolio',
currency: 'RUB',
targets: null,
createdAt: new Date('2026-01-01'),
updatedAt: new Date('2026-06-14'),
...overrides,
});
const mockPosition = (overrides: Record<string, unknown> = {}) => ({
id: 1,
portfolioId: 1,
secid: 'SBER',
type: 'share',
quantity: 10,
notes: null,
tags: null,
createdAt: new Date('2026-01-01'),
updatedAt: new Date('2026-06-14'),
...overrides,
});
beforeAll(async () => {
module = await Test.createTestingModule({
imports: [ConfigModule.forRoot({ load: [configuration] })],
providers: [
PortfolioService,
{
provide: PrismaService,
useValue: {
portfolio: {
findMany: vi.fn(),
findUnique: vi.fn(),
create: vi.fn(),
update: vi.fn(),
delete: vi.fn(),
},
position: {
findUnique: vi.fn(),
create: vi.fn(),
update: vi.fn(),
delete: vi.fn(),
},
},
},
{
provide: MoexClientService,
useValue: {
getShareMarketDataBatch: vi.fn(),
getBondPositionDataBatch: vi.fn(),
getSecurityDescription: vi.fn(),
},
},
{
provide: CacheService,
useValue: {
getOrFetch: vi.fn(),
},
},
],
}).compile();
service = module.get<PortfolioService>(PortfolioService);
prisma = module.get<PrismaService>(PrismaService);
moexClient = module.get<MoexClientService>(MoexClientService);
});
beforeEach(() => {
vi.clearAllMocks();
});
describe('findAll', () => {
it('should return empty array when user has no portfolios', async () => {
vi.mocked(prisma.portfolio.findMany).mockResolvedValue([]);
const result = await service.findAll(1);
expect(result).toEqual([]);
});
it('should return portfolios with zero aggregates when no positions exist', async () => {
vi.mocked(prisma.portfolio.findMany).mockResolvedValue([
mockPortfolio({ positions: [] }) as any,
]);
const result = await service.findAll(1);
expect(result).toHaveLength(1);
expect(result[0]).toMatchObject({
name: 'Test Portfolio',
totalValue: 0,
positionCount: 0,
shareCount: 0,
bondCount: 0,
});
});
it('should enrich portfolios with market data from batch MOEX call', async () => {
const sharePosition = mockPosition({
id: 1,
secid: 'SBER',
type: 'share',
quantity: 10,
});
const bondPosition = mockPosition({
id: 2,
portfolioId: 1,
secid: 'SU26238RMFS5',
type: 'bond',
quantity: 5,
});
vi.mocked(prisma.portfolio.findMany).mockResolvedValue([
mockPortfolio({ positions: [sharePosition, bondPosition] }) as any,
]);
vi.mocked(moexClient.getShareMarketDataBatch).mockResolvedValue([
{ secid: 'SBER', shortName: 'Sberbank', last: 250, lastChange: 5, lastChangePrcnt: 2 },
] as any);
vi.mocked(moexClient.getBondPositionDataBatch).mockResolvedValue([
{
secid: 'SU26238RMFS5',
shortName: 'OFZ 26238',
price: 98.5,
faceValue: 1000,
},
] as any);
const cacheMock = module.get(CacheService) as { getOrFetch: ReturnType<typeof vi.fn> };
cacheMock.getOrFetch.mockImplementation(
async (_prefix: string, _key: string[], fetchFn: () => Promise<any>) => ({
data: await fetchFn(),
fromCache: false,
cachedAt: null,
}),
);
const result = await service.findAll(1);
expect(result).toHaveLength(1);
expect(result[0].name).toBe('Test Portfolio');
expect(result[0].positionCount).toBe(2);
expect(result[0].shareCount).toBe(1);
expect(result[0].bondCount).toBe(1);
// SBER: 250 * 10 = 2500, OFZ: (98.5 / 100) * 1000 * 5 = 4925
expect(result[0].totalValue).toBe(7425);
});
it('should propagate MOEX errors to the caller', async () => {
vi.mocked(prisma.portfolio.findMany).mockResolvedValue([
mockPortfolio({ positions: [mockPosition()] }) as any,
]);
const cacheMock = module.get(CacheService) as { getOrFetch: ReturnType<typeof vi.fn> };
cacheMock.getOrFetch.mockRejectedValue(new Error('MOEX down'));
await expect(service.findAll(1)).rejects.toThrow('MOEX down');
});
it('should only return portfolios belonging to the requesting user', async () => {
vi.mocked(prisma.portfolio.findMany).mockResolvedValue([]);
await service.findAll(2);
expect(prisma.portfolio.findMany).toHaveBeenCalledWith({
where: { userId: 2 },
include: { positions: true },
orderBy: { updatedAt: 'desc' },
});
});
});
describe('findOne', () => {
it('should throw NotFoundException for non-existent portfolio', async () => {
vi.mocked(prisma.portfolio.findUnique).mockResolvedValue(null);
await expect(service.findOne(1, 999)).rejects.toThrow(NotFoundException);
});
it('should throw ForbiddenException for wrong user', async () => {
vi.mocked(prisma.portfolio.findUnique).mockResolvedValue(mockPortfolio({ userId: 2 }) as any);
await expect(service.findOne(1, 1)).rejects.toThrow(ForbiddenException);
});
});
});