import importlib.util import subprocess import sys import tempfile import unittest from pathlib import Path SCRIPT_DIR = Path(__file__).resolve().parent RENDER_PATH = SCRIPT_DIR / "render.py" def load_render_module(): spec = importlib.util.spec_from_file_location("morningstar_render", RENDER_PATH) module = importlib.util.module_from_spec(spec) spec.loader.exec_module(module) return module def load_module(name: str): path = SCRIPT_DIR / f"{name}.py" spec = importlib.util.spec_from_file_location(name, path) module = importlib.util.module_from_spec(spec) spec.loader.exec_module(module) return module _BASE_DATA = { "FUND_NAME": "Test Growth Fund", "TICKER": "TEST", "STAR_RATING": 4, "TURNOVER_RATIO": 35.2, "MONTHLY_RETURNS_JSON": [ {"date": "2024-01-31", "fund_return": 1.23, "benchmark_return": 1.10}, {"date": "2024-02-29", "fund_return": -0.50, "benchmark_return": -0.40}, ], "RISK_DATA_JSON": { "fund": { "sharpe": [0.82, 0.91, 0.76, 0.88], "upside": [112.3, 108.5, 105.2, 107.1], "downside": [95.4, 88.2, 91.0, 89.5], "stddev": [None, 14.20, 15.10, 13.80], "alpha": [None, 1.25, 0.85, None], "beta": [None, 0.94, 0.96, 0.98], "rsquared": [None, 92.10, 91.40, None], }, "benchmark": {"stddev": [None, 15.00, 16.20, 14.30]}, }, } class RenderReportTests(unittest.TestCase): def test_render_report_writes_html(self): render = load_render_module() with tempfile.TemporaryDirectory() as tmpdir: output_path = Path(tmpdir) / "report.html" result_path = render.render_report( _BASE_DATA, output_path, ) html = result_path.read_text(encoding="utf-8") self.assertIn("Test Growth Fund", html) self.assertIn("TEST", html) def test_list_placeholders_does_not_require_data_file(self): completed = subprocess.run( [sys.executable, str(RENDER_PATH), "--list-placeholders"], capture_output=True, check=False, text=True, ) self.assertEqual(completed.returncode, 0, completed.stderr) self.assertIn("Available placeholders", completed.stdout) if __name__ == "__main__": unittest.main() class ToNumberTests(unittest.TestCase): """Tests for the shared to_number utility in utils.py.""" def setUp(self): self.utils = load_module("utils") def _n(self, v): return self.utils.to_number(v) def test_int_and_float_passthrough(self): self.assertEqual(self._n(1), 1.0) self.assertEqual(self._n(3.14), 3.14) def test_numeric_string(self): self.assertEqual(self._n("1.23"), 1.23) def test_percent_string_stripped(self): self.assertEqual(self._n("65.2%"), 65.2) def test_comma_formatted_string(self): self.assertEqual(self._n("1,234.56"), 1234.56) def test_sentinel_strings_return_none(self): for s in ("", "--", "-", "N/A", "n/a", "none", "null", "not returned"): self.assertIsNone(self._n(s), msg=f"expected None for {s!r}") def test_bool_returns_none(self): self.assertIsNone(self._n(True)) self.assertIsNone(self._n(False)) def test_none_returns_none(self): self.assertIsNone(self._n(None)) def test_non_numeric_string_returns_none(self): self.assertIsNone(self._n("Large Blend")) class CumulativeReturnsTests(unittest.TestCase): """Tests for _compute_cumulative_returns in render.py.""" def setUp(self): self.render = load_render_module() def test_empty_input_returns_empty(self): self.assertEqual(self.render._compute_cumulative_returns([]), []) def test_single_month_positive_return(self): result = self.render._compute_cumulative_returns( [ {"date": "2024-01-31", "fund_return": 10.0}, ] ) # Base row + 1 data row self.assertEqual(len(result), 2) self.assertAlmostEqual(result[1]["fund"], 11000.0) def test_benchmark_present_in_output_when_supplied(self): result = self.render._compute_cumulative_returns( [ {"date": "2024-01-31", "fund_return": 1.0, "benchmark_return": 0.5}, ] ) self.assertIn("benchmark", result[0]) self.assertIn("benchmark", result[1]) def test_benchmark_absent_when_all_null(self): result = self.render._compute_cumulative_returns( [ {"date": "2024-01-31", "fund_return": 1.0, "benchmark_return": None}, ] ) self.assertNotIn("benchmark", result[0]) def test_rows_sorted_by_date(self): result = self.render._compute_cumulative_returns( [ {"date": "2024-02-29", "fund_return": -1.0}, {"date": "2024-01-31", "fund_return": 2.0}, ] ) dates = [r["date"] for r in result[1:]] self.assertEqual(dates, sorted(dates)) def test_base_row_shares_date_with_first_entry(self): result = self.render._compute_cumulative_returns( [ {"date": "2024-01-31", "fund_return": 0.0}, ] ) self.assertEqual(result[0]["date"], "2024-01-31") class BenchmarkCurrencyGateTests(unittest.TestCase): """Tests for _apply_benchmark_currency_gate in render.py.""" def setUp(self): self.render = load_render_module() def test_no_op_when_mismatch_false(self): data = { "MONTHLY_RETURNS_JSON": [ {"date": "2024-01-31", "fund_return": 1.0, "benchmark_return": 0.5} ] } self.render._apply_benchmark_currency_gate(data) self.assertEqual(data["MONTHLY_RETURNS_JSON"][0]["benchmark_return"], 0.5) def test_nulls_benchmark_return_when_mismatch_true(self): data = { "BENCHMARK_CURRENCY_MISMATCH": True, "MONTHLY_RETURNS_JSON": [ {"date": "2024-01-31", "fund_return": 1.0, "benchmark_return": 0.5} ], } self.render._apply_benchmark_currency_gate(data) self.assertIsNone(data["MONTHLY_RETURNS_JSON"][0]["benchmark_return"]) def test_fund_return_preserved_when_mismatch_true(self): data = { "BENCHMARK_CURRENCY_MISMATCH": True, "MONTHLY_RETURNS_JSON": [ {"date": "2024-01-31", "fund_return": 2.5, "benchmark_return": 1.0} ], } self.render._apply_benchmark_currency_gate(data) self.assertEqual(data["MONTHLY_RETURNS_JSON"][0]["fund_return"], 2.5) def test_string_true_triggers_gate(self): data = { "BENCHMARK_CURRENCY_MISMATCH": "true", "MONTHLY_RETURNS_JSON": [ {"date": "2024-01-31", "fund_return": 1.0, "benchmark_return": 0.5} ], } self.render._apply_benchmark_currency_gate(data) self.assertIsNone(data["MONTHLY_RETURNS_JSON"][0]["benchmark_return"]) def test_string_false_does_not_trigger_gate(self): data = { "BENCHMARK_CURRENCY_MISMATCH": "false", "MONTHLY_RETURNS_JSON": [ {"date": "2024-01-31", "fund_return": 1.0, "benchmark_return": 0.5} ], } self.render._apply_benchmark_currency_gate(data) self.assertEqual(data["MONTHLY_RETURNS_JSON"][0]["benchmark_return"], 0.5) if __name__ == "__main__": unittest.main()