moex-vibe/apps/frontend/src/entities/broker-account/model/brokerAccountsOverview.test.ts

import { describe, expect, it } from 'vitest'
import type { BrokerPortfolio } from '@/shared/api'
import { aggregateBrokerAccounts } from '../model/brokerAccountsOverview'

function portfolio(
  id: string,
  currency: string,
  total: number,
  daily: number | null,
  cash: number,
): BrokerPortfolio {
  return {
    account: {
      id,
      type: 'brokerage',
      name: id,
      status: 'ACCOUNT_STATUS_OPEN',
      openedAt: '2022-06-16T00:00:00.000Z',
      accessLevel: null,
    },
    positionCounts: { shares: 1, bonds: 1, etf: 0, other: 0 },
    totals: {
      shares: { currency, units: '0', nano: 0, value: total * 0.5 },
      bonds: { currency, units: '0', nano: 0, value: total * 0.3 },
      etf: null,
      currencies: { currency, units: '0', nano: 0, value: total * 0.2 },
      futures: null,
      options: null,
      structuredProducts: null,
      dfa: null,
      portfolio: { currency, units: '0', nano: 0, value: total },
    },
    yields: {
      expectedPercent: 10,
      daily: daily === null ? null : { currency, units: '0', nano: 0, value: daily },
      dailyPercent: null,
    },
    cash: [{ currency, units: '0', nano: 0, value: cash }],
    blockedCash: [],
    asOf: '2026-06-19T10:00:00.000Z',
  }
}

describe('aggregateBrokerAccounts', () => {
  it('sums comparable portfolios and uses the specified daily percent formula', () => {
    const result = aggregateBrokerAccounts([
      portfolio('a', 'RUB', 1_100, 100, 200),
      portfolio('b', 'RUB', 2_200, 200, 300),
    ])

    expect(result.portfolios).toEqual([
      expect.objectContaining({
        currency: 'RUB',
        total: 3_300,
        daily: 300,
        dailyPercent: 10,
        allocation: { shares: 1_650, bonds: 990, etf: 0, cash: 660, other: 0 },
      }),
    ])
    expect(result.cash).toEqual([{ currency: 'RUB', value: 500 }])
  })

  it('keeps different currencies separate', () => {
    const result = aggregateBrokerAccounts([
      portfolio('rub', 'RUB', 1_100, 100, 200),
      portfolio('usd', 'USD', 550, 50, 25),
    ])

    expect(result.portfolios.map(({ currency, total }) => ({ currency, total }))).toEqual([
      { currency: 'RUB', total: 1_100 },
      { currency: 'USD', total: 550 },
    ])
  })

  it('does not expose a daily percent when one account lacks daily data', () => {
    const result = aggregateBrokerAccounts([
      portfolio('a', 'RUB', 1_100, 100, 200),
      portfolio('b', 'RUB', 2_000, null, 300),
    ])

    expect(result.portfolios[0]).toMatchObject({ daily: null, dailyPercent: null })
  })

  it('does not expose a daily percent when start of day is non-positive', () => {
    const result = aggregateBrokerAccounts([portfolio('a', 'RUB', 100, 100, 20)])

    expect(result.portfolios[0]).toMatchObject({ daily: 100, dailyPercent: null })
  })

  it('clamps negative residual other allocation to zero', () => {
    const overAllocated = portfolio('a', 'RUB', 1_000, 50, 100)
    overAllocated.totals.shares!.value = 700
    overAllocated.totals.bonds!.value = 400
    overAllocated.totals.currencies!.value = 100

    const result = aggregateBrokerAccounts([overAllocated])

    expect(result.portfolios[0].allocation).toEqual({
      shares: 700,
      bonds: 400,
      etf: 0,
      cash: 100,
      other: 0,
    })
  })

  it('returns empty summaries for empty or unsupported portfolios', () => {
    const missingTotal = portfolio('a', 'RUB', 1_000, 50, 100)
    missingTotal.totals.portfolio = null

    expect(aggregateBrokerAccounts([])).toEqual({ portfolios: [], cash: [] })
    expect(aggregateBrokerAccounts([missingTotal])).toEqual({
      portfolios: [],
      cash: [{ currency: 'RUB', value: 100 }],
    })
  })

  it('groups cash separately by currency', () => {
    const mixedCash = portfolio('a', 'RUB', 1_000, 50, 100)
    mixedCash.cash.push({ currency: 'USD', units: '0', nano: 0, value: 25 })

    expect(aggregateBrokerAccounts([mixedCash]).cash).toEqual([
      { currency: 'RUB', value: 100 },
      { currency: 'USD', value: 25 },
    ])
  })
})