backend/src/modules/investments/investment-sync-plan.spec.ts

import {
  accountHistory,
  ledgerRange,
  planInvestmentScreen,
} from './investment-sync-plan';

describe('screen dependency and history planning', () => {
  const now = new Date('2026-09-25T12:00:00Z');
  const context = {
    membershipKnown: true,
    accounts: [{ accountId: 'a', openedOn: '2020-01-01' }],
    instruments: [
      {
        uid: 'uid',
        type: 'STOCK' as const,
        historyFrom: new Date('2020-01-01Z'),
      },
    ],
  };
  it('prioritizes discovery, selected/comparisons, then history; Moscow dates are converted once', () => {
    const plan = planInvestmentScreen(
      {
        screen: 'income',
        accountId: 'a',
        from: '2024-02-01',
        to: '2024-02-29',
      },
      context,
      now,
    );
    expect(plan.sources[0].kind).toBe('membership');
    const selected = plan.sources.filter(
      (source) => source.kind === 'operations' && source.priority === 'screen',
    );
    expect(
      selected.some(
        (source) => source.from?.toISOString() === '2024-01-31T21:00:00.000Z',
      ),
    ).toBe(true);
    expect(
      selected.some(
        (source) => source.to?.toISOString() === '2024-02-29T21:00:00.000Z',
      ),
    ).toBe(true);
    expect(plan.unavailable).toEqual([
      { resourceKey: 'income/yearAgo', reason: 'calendar_or_account_boundary' }, // gitleaks:allow public resource identifier
    ]);
    const firstHistory = plan.sources.findIndex(
      (source) => source.priority === 'history',
    );
    expect(
      plan.sources
        .slice(firstHistory)
        .every((source) => source.priority === 'history'),
    ).toBe(true);
  });
  it('force contains only shown dependencies and retains instrument reconciliation predicates', () => {
    const plan = planInvestmentScreen(
      {
        screen: 'stock',
        instrumentUid: 'uid',
        from: '2026-01-01',
        to: '2026-02-01',
        candlePeriod: 'year',
      },
      context,
      now,
      true,
    );
    expect(plan.sources.map((source) => source.kind)).toEqual(
      expect.arrayContaining([
        'membership',
        'portfolio',
        'operations',
        'metadata',
        'quote',
        'company',
        'calendar',
        'candles',
      ]),
    );
    expect(plan.sources.every((source) => source.priority !== 'history')).toBe(
      true,
    );
    expect(
      plan.sources
        .filter((source) => source.kind === 'operations')
        .every((source) => source.instrumentUid === 'uid'),
    ).toBe(true);
    const accounts = planInvestmentScreen(
      { screen: 'accounts' },
      context,
      now,
      true,
    );
    expect(
      accounts.sources.some((source) => source.kind === 'operations'),
    ).toBe(false);
  });
  it('never invents an account or candle history boundary; discovery gates unknown membership', () => {
    const unknown = {
      ...context,
      accounts: [{ accountId: 'a', openedOn: null }],
      instruments: [],
    };
    expect(accountHistory(unknown.accounts, now)[0].from.toISOString()).toBe(
      '1970-01-01T00:00:00.000Z',
    );
    expect(
      ledgerRange(
        undefined,
        undefined,
        'uid',
        unknown.accounts,
        now,
      ).from.toISOString(),
    ).toBe('1970-01-01T00:00:00.000Z');
    const plan = planInvestmentScreen(
      { screen: 'bond', instrumentUid: 'uid', candlePeriod: 'all' },
      unknown,
      now,
    );
    expect(plan.sources.some((source) => source.kind === 'candles')).toBe(
      false,
    );
    expect(plan.unavailable[0].reason).toBe('history_start_unavailable');
    expect(
      planInvestmentScreen(
        { screen: 'account' },
        { ...context, membershipKnown: false },
        now,
      ).sources,
    ).toEqual([{ kind: 'membership', priority: 'discovery' }]);
  });
  it('keeps UTC event days separate from Moscow instrument calendar days at year rollover', () => {
    const rollover = new Date('2026-12-31T22:00:00Z');
    const events = planInvestmentScreen(
      { screen: 'events' },
      context,
      rollover,
      true,
    );
    expect(
      events.sources.find((source) => source.kind === 'calendar')?.from,
    ).toEqual(new Date('2026-12-31Z'));
    const stock = planInvestmentScreen(
      { screen: 'stock', instrumentUid: 'uid' },
      context,
      rollover,
      true,
    );
    expect(
      stock.sources.find((source) => source.kind === 'calendar'),
    ).toMatchObject({
      from: new Date('2022-01-01Z'),
      to: new Date('2028-01-01Z'),
    });
    expect(rollover.toISOString()).toBe('2026-12-31T22:00:00.000Z');
  });

  it('keeps search queries separate and events scoped to their inclusive period', () => {
    const search = planInvestmentScreen(
      { screen: 'stocks', query: ' sber ' },
      context,
      now,
      true,
    );
    expect(
      search.sources.find((source) => source.kind === 'catalog')?.query,
    ).toBe('SBER');
    const events = planInvestmentScreen(
      { screen: 'events', from: '2026-10-01', to: '2026-10-31' },
      context,
      now,
      true,
    );
    expect(
      events.sources.find((source) => source.kind === 'calendar'),
    ).toMatchObject({
      from: new Date('2026-10-01Z'),
      to: new Date('2026-10-31Z'),
    });
    expect(events.sources.some((source) => source.kind === 'operations')).toBe(
      false,
    );
  });
});