"""AI 투자 분석 — 매수 추천 금액 산출 검증 (자동매매 사이징과 동일 기준).""" from unittest.mock import patch import pytest from app.api.endpoints.market_data import _suggest_buy_amount from app.api.endpoints.portfolio import portfolio_cache def _summary(total_assets=10_000_000, cash=5_000_000, stock_value=3_000_000): return {"total_assets": total_assets, "available_cash": cash, "total_value": stock_value} @pytest.fixture(autouse=True) def _cache(): portfolio_cache.summary = _summary() yield portfolio_cache.summary = None class _Adp: fallback_used = False position_size = 0.06 def test_buy_amount_uses_position_cap_and_confidence(): with patch("app.services.adaptive_strategy.get_current_adaptive_params", return_value=_Adp()): out = _suggest_buy_amount(current_price=70_000, recommendation="BUY", confidence=0.7, stock_code="005930") # 1,000만 × 6% = 60만, 신뢰도 0.7 → 보정 1.0 → 70,000원 × 8주 = 560,000 assert out["suggested_quantity"] == 8 assert out["suggested_amount"] == 560_000 assert out["position_ratio"] == pytest.approx(5.6, abs=0.01) assert "6%" in out["sizing_note"] def test_high_confidence_scales_up_capped_at_120pct(): with patch("app.services.adaptive_strategy.get_current_adaptive_params", return_value=_Adp()): out = _suggest_buy_amount(70_000, "BUY", 1.0, "005930") # 60만 × min(1.2, 1.0/0.7=1.43) = 72만 → 10주 assert out["suggested_quantity"] == 10 def test_non_buy_recommendation_returns_zero(): for rec in ("HOLD", "SELL"): out = _suggest_buy_amount(70_000, rec, 0.8, "005930") assert out["suggested_amount"] == 0 and rec in out["sizing_note"] def test_limited_by_available_cash_and_reserve(): portfolio_cache.summary = _summary(cash=600_000) # 예수금 60만, 최소보유 5% = 50만 with patch("app.services.adaptive_strategy.get_current_adaptive_params", return_value=_Adp()): out = _suggest_buy_amount(70_000, "BUY", 0.7, "005930") assert out["suggested_quantity"] == 1 # 사용 가능 10만 → 1주 def test_limited_by_swing_capital_cap(): # 스윙 상한 50% = 500만, 이미 490만 보유 → 잔여 10만 portfolio_cache.summary = _summary(stock_value=4_900_000) with patch("app.services.adaptive_strategy.get_current_adaptive_params", return_value=_Adp()): out = _suggest_buy_amount(70_000, "BUY", 0.7, "005930") assert out["suggested_quantity"] == 1 def test_no_balance_info_reports_reason(): portfolio_cache.summary = None out = _suggest_buy_amount(70_000, "BUY", 0.8, "005930") assert out["suggested_amount"] == 0 and "잔고" in out["sizing_note"]