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

1 files changed, 79 insertions, 0 deletions

diff --git a/shared/tests/test_db.py b/shared/tests/test_db.py
index 04efe9e..f4cabfd 100644
--- a/shared/tests/test_db.py
+++ b/shared/tests/test_db.py
@@ -335,3 +335,82 @@ class TestTransactionContextManager:
 
         mock_session.rollback.assert_awaited_once()
         mock_session.commit.assert_not_awaited()
+
+
+class TestInsertPortfolioSnapshot:
+    @pytest.mark.asyncio
+    async def test_insert_portfolio_snapshot_uses_add_and_commit(self):
+        from shared.db import Database
+
+        db = Database("postgresql+asyncpg://host/db")
+
+        mock_session = AsyncMock()
+        mock_session.add = MagicMock()
+        mock_session.__aenter__ = AsyncMock(return_value=mock_session)
+        mock_session.__aexit__ = AsyncMock(return_value=False)
+
+        db._session_factory = MagicMock(return_value=mock_session)
+
+        await db.insert_portfolio_snapshot(
+            total_value=Decimal("10000"),
+            realized_pnl=Decimal("0"),
+            unrealized_pnl=Decimal("500"),
+        )
+
+        mock_session.add.assert_called_once()
+        mock_session.commit.assert_awaited_once()
+
+    @pytest.mark.asyncio
+    async def test_insert_portfolio_snapshot_rollback_on_error(self):
+        from shared.db import Database
+
+        db = Database("postgresql+asyncpg://host/db")
+
+        mock_session = AsyncMock()
+        mock_session.add = MagicMock()
+        mock_session.commit = AsyncMock(side_effect=RuntimeError("db error"))
+        mock_session.__aenter__ = AsyncMock(return_value=mock_session)
+        mock_session.__aexit__ = AsyncMock(return_value=False)
+
+        db._session_factory = MagicMock(return_value=mock_session)
+
+        with pytest.raises(RuntimeError, match="db error"):
+            await db.insert_portfolio_snapshot(
+                total_value=Decimal("10000"),
+                realized_pnl=Decimal("0"),
+                unrealized_pnl=Decimal("500"),
+            )
+
+        mock_session.rollback.assert_awaited_once()
+
+
+class TestGetPortfolioSnapshots:
+    @pytest.mark.asyncio
+    async def test_get_portfolio_snapshots_returns_list_of_dicts(self):
+        from shared.db import Database
+
+        db = Database("postgresql+asyncpg://host/db")
+
+        mock_row = MagicMock()
+        mock_row.total_value = Decimal("10000")
+        mock_row.realized_pnl = Decimal("0")
+        mock_row.unrealized_pnl = Decimal("500")
+        mock_row.snapshot_at = datetime(2024, 1, 1, tzinfo=timezone.utc)
+
+        mock_result = MagicMock()
+        mock_result.scalars.return_value.all.return_value = [mock_row]
+
+        mock_session = AsyncMock()
+        mock_session.execute = AsyncMock(return_value=mock_result)
+        mock_session.__aenter__ = AsyncMock(return_value=mock_session)
+        mock_session.__aexit__ = AsyncMock(return_value=False)
+
+        db._session_factory = MagicMock(return_value=mock_session)
+
+        result = await db.get_portfolio_snapshots(days=30)
+
+        assert isinstance(result, list)
+        assert len(result) == 1
+        assert result[0]["total_value"] == Decimal("10000")
+        assert result[0]["unrealized_pnl"] == Decimal("500")
+        mock_session.execute.assert_awaited_once()