feat(portfolio): add periodic portfolio snapshots and daily Telegram summary

1 files changed, 67 insertions, 0 deletions

diff --git a/services/portfolio-manager/tests/test_snapshot.py b/services/portfolio-manager/tests/test_snapshot.py
new file mode 100644
index 0000000..89d23d7
--- /dev/null
+++ b/services/portfolio-manager/tests/test_snapshot.py
@@ -0,0 +1,67 @@
+"""Tests for save_snapshot in portfolio-manager."""
+
+import pytest
+from decimal import Decimal
+from unittest.mock import AsyncMock, MagicMock
+
+from shared.models import Position
+
+
+class TestSaveSnapshot:
+    @pytest.mark.asyncio
+    async def test_save_snapshot_saves_to_db_and_notifies(self):
+        from portfolio_manager.main import save_snapshot
+
+        pos = Position(
+            symbol="BTCUSDT",
+            quantity=Decimal("0.5"),
+            avg_entry_price=Decimal("50000"),
+            current_price=Decimal("52000"),
+        )
+
+        tracker = MagicMock()
+        tracker.get_all_positions.return_value = [pos]
+
+        db = AsyncMock()
+        notifier = AsyncMock()
+        log = MagicMock()
+
+        await save_snapshot(db, tracker, notifier, log)
+
+        expected_total = Decimal("0.5") * Decimal("52000")  # 26000
+        expected_unrealized = Decimal("0.5") * (Decimal("52000") - Decimal("50000"))  # 1000
+
+        db.insert_portfolio_snapshot.assert_awaited_once_with(
+            total_value=expected_total,
+            realized_pnl=Decimal("0"),
+            unrealized_pnl=expected_unrealized,
+        )
+        notifier.send_daily_summary.assert_awaited_once_with(
+            [pos], expected_total, expected_unrealized
+        )
+        log.info.assert_called_once_with(
+            "snapshot_saved",
+            total_value=str(expected_total),
+            positions=1,
+        )
+
+    @pytest.mark.asyncio
+    async def test_save_snapshot_empty_positions(self):
+        from portfolio_manager.main import save_snapshot
+
+        tracker = MagicMock()
+        tracker.get_all_positions.return_value = []
+
+        db = AsyncMock()
+        notifier = AsyncMock()
+        log = MagicMock()
+
+        await save_snapshot(db, tracker, notifier, log)
+
+        db.insert_portfolio_snapshot.assert_awaited_once_with(
+            total_value=Decimal("0"),
+            realized_pnl=Decimal("0"),
+            unrealized_pnl=Decimal("0"),
+        )
+        notifier.send_daily_summary.assert_awaited_once()
+        log.info.assert_called_once()