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"""Tests for chart color consistency across all charts."""
import pytest
from src.folio.chart_data import (
ChartColors,
transform_for_allocations_chart,
transform_for_exposure_chart,
transform_for_treemap,
)
from src.folio.data_model import (
ExposureBreakdown,
OptionPosition,
PortfolioGroup,
PortfolioSummary,
StockPosition,
)
class TestChartColors:
"""Tests for chart color consistency across all charts."""
@pytest.fixture
def mock_portfolio_summary(self):
"""Create a mock portfolio summary for testing."""
# Create exposure breakdowns
long_exposure = ExposureBreakdown(
stock_exposure=10000.0,
stock_beta_adjusted=12000.0,
option_delta_exposure=2000.0,
option_beta_adjusted=2400.0,
total_exposure=12000.0,
total_beta_adjusted=14400.0,
description="Long market exposure (Stocks + Options)",
formula="Long Stocks + Long Options Delta Exp",
components={
"Long Stocks Exposure": 10000.0,
"Long Options Delta Exp": 2000.0,
"Long Stocks Value": 10000.0,
"Long Options Value": 2000.0,
},
)
short_exposure = ExposureBreakdown(
stock_exposure=-5000.0, # Negative value
stock_beta_adjusted=-6000.0,
option_delta_exposure=-1000.0, # Negative value
option_beta_adjusted=-1200.0,
total_exposure=-6000.0,
total_beta_adjusted=-7200.0,
description="Short market exposure (Stocks + Options)",
formula="Short Stocks + Short Options Delta Exp",
components={
"Short Stocks Exposure": -5000.0, # Negative value
"Short Options Delta Exp": -1000.0, # Negative value
"Short Stocks Value": -5000.0, # Negative value
"Short Options Value": -1000.0, # Negative value
},
)
options_exposure = ExposureBreakdown(
stock_exposure=0.0,
stock_beta_adjusted=0.0,
option_delta_exposure=1000.0,
option_beta_adjusted=1200.0,
total_exposure=1000.0,
total_beta_adjusted=1200.0,
description="Net delta exposure from options",
formula="Long Options Delta Exp + Short Options Delta Exp (where Short is negative)",
components={
"Long Options Delta Exp": 2000.0,
"Short Options Delta Exp": -1000.0, # Negative value
"Net Options Delta Exp": 1000.0,
},
)
# Create portfolio summary
return PortfolioSummary(
net_market_exposure=6000.0,
portfolio_beta=1.2,
long_exposure=long_exposure,
short_exposure=short_exposure,
options_exposure=options_exposure,
short_percentage=50.0,
cash_like_positions=[],
cash_like_value=3000.0,
cash_like_count=1,
cash_percentage=20.0,
stock_value=5000.0,
option_value=1000.0,
pending_activity_value=500.0,
portfolio_estimate_value=15000.0,
)
@pytest.fixture
def mock_portfolio_groups(self):
"""Create mock portfolio groups for testing."""
# Create stock positions
aapl_stock = StockPosition(
ticker="AAPL",
position_type="stock",
quantity=100,
market_exposure=5000.0,
beta=1.2,
beta_adjusted_exposure=6000.0,
)
msft_stock = StockPosition(
ticker="MSFT",
position_type="stock",
quantity=50,
market_exposure=3000.0,
beta=1.1,
beta_adjusted_exposure=3300.0,
)
# Create option positions
aapl_option = OptionPosition(
ticker="AAPL",
position_type="option",
quantity=10,
market_exposure=1000.0,
beta=1.2,
beta_adjusted_exposure=1200.0,
strike=150.0,
expiry="2023-01-01",
option_type="CALL",
delta=0.7,
delta_exposure=700.0,
notional_value=10000.0,
underlying_beta=1.2,
)
# Create portfolio groups
aapl_group = PortfolioGroup(
ticker="AAPL",
stock_position=aapl_stock,
option_positions=[aapl_option],
net_exposure=5700.0,
beta=1.2,
beta_adjusted_exposure=6840.0,
total_delta_exposure=700.0,
options_delta_exposure=700.0,
)
msft_group = PortfolioGroup(
ticker="MSFT",
stock_position=msft_stock,
option_positions=[],
net_exposure=3000.0,
beta=1.1,
beta_adjusted_exposure=3300.0,
total_delta_exposure=0.0,
options_delta_exposure=0.0,
)
return [aapl_group, msft_group]
def test_color_constants_defined(self):
"""Test that all required color constants are defined in ChartColors."""
# Core colors that should be defined
assert hasattr(ChartColors, "LONG")
assert hasattr(ChartColors, "SHORT")
assert hasattr(ChartColors, "OPTIONS")
assert hasattr(ChartColors, "NET")
assert hasattr(ChartColors, "CASH")
assert hasattr(ChartColors, "PENDING")
# Verify they are all hex color strings
for color_name in ["LONG", "SHORT", "OPTIONS", "NET", "CASH", "PENDING"]:
color = getattr(ChartColors, color_name)
assert isinstance(color, str)
assert color.startswith("#")
assert len(color) == 7 # #RRGGBB format
def test_exposure_chart_uses_standard_colors(self, mock_portfolio_summary):
"""Test that the exposure chart uses the standard colors from ChartColors."""
# Get the chart data
chart_data = transform_for_exposure_chart(mock_portfolio_summary)
# Extract the colors used in the chart
colors = chart_data["data"][0]["marker"]["color"]
# Verify that the colors match the ChartColors constants
assert colors[0] == ChartColors.LONG # Long
assert colors[1] == ChartColors.SHORT # Short
assert colors[2] == ChartColors.OPTIONS # Options
assert colors[3] == ChartColors.NET # Net
def test_treemap_chart_uses_standard_colors(self, mock_portfolio_groups):
"""Test that the treemap chart uses the standard colors from ChartColors."""
# Get the chart data
chart_data = transform_for_treemap(mock_portfolio_groups)
# Extract colors from the chart data
# The first color is white for the root node, the rest are for the tickers
colors = chart_data["data"][0]["marker"]["colors"]
# We should have at least one green color (for AAPL and MSFT which are both long)
# The first color is white for the root node
assert colors[0] == "#FFFFFF" # Root node is white
# At least one of the other colors should be the LONG color
assert ChartColors.LONG in colors[1:], "Long color not found in treemap"
# SHORT color might not be present if there are no short positions in the test data
# but we can verify the code would use it by checking the source
import inspect
source = inspect.getsource(transform_for_treemap)
assert "ChartColors.LONG" in source
assert "ChartColors.SHORT" in source
def test_allocations_chart_uses_standard_colors(self, mock_portfolio_summary):
"""Test that the allocations chart uses the standard colors from ChartColors."""
# Get the chart data
chart_data = transform_for_allocations_chart(mock_portfolio_summary)
# Extract the colors used in the chart
long_color = chart_data["data"][0]["marker"]["color"]
short_color = chart_data["data"][1]["marker"]["color"]
cash_color = chart_data["data"][2]["marker"]["color"]
pending_color = chart_data["data"][3]["marker"]["color"]
# Verify that the colors match the ChartColors constants
assert long_color == ChartColors.LONG
assert short_color == ChartColors.SHORT
assert cash_color == ChartColors.CASH
assert pending_color == ChartColors.PENDING
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