feat(engine): add FinlyticEngine microservice with trade lifecycle, AI reasoning gate, composite scoring, and unit tests

2026-08-24 21:37:05 +02:00
parent a4959658a2
commit 5c95dd182c
49 changed files with 7709 additions and 0 deletions
@@ -0,0 +1,99 @@
+using System;
+using System.Collections.Generic;
+using FinlyticCore.Dtos.TechnicalAnalysis;
+using FinlyticCore.Dtos.Trading;
+using FinlyticEngine.Database.Entities;
+
+namespace FinlyticEngine.Tests.TestSupport;
+
+/// <summary>
+/// Small builder helpers for the entities used across the TradeLifecycleService tenant-boundary tests, to
+/// keep individual test methods focused on the behavior under test rather than entity plumbing.
+/// </summary>
+public static class TestData
+{
+    public static ExitPlan SimpleExitPlan(decimal stopLoss = 90m, decimal takeProfit = 110m) => new(
+        StrategyType: ExitStrategyType.FixedSingleTarget,
+        InitialStopLoss: stopLoss,
+        TakeProfitStages: new List<TakeProfitStage>
+        {
+            new(1, takeProfit, 100m, 1m, "Test stage")
+        });
+
+    public static AiValidationResultDto ApprovedAiValidation() => new(
+        IsApproved: true,
+        Confidence: 0.9m,
+        Source: ValidationSource.Ai,
+        ThesisSummary: "Test thesis",
+        InvalidationReason: "",
+        KeyCatalysts: new List<string>(),
+        IdentifiedRisks: new List<string>());
+
+    /// <summary>
+    /// Builds an active, non-expired trade proposal ("system-wide opportunity") ready to be accepted.
+    /// </summary>
+    public static EngineTradeProposalEntity ActiveProposal(
+        string isin = "US0378331005",
+        decimal entryPrice = 100m,
+        decimal stopLoss = 90m,
+        bool isActive = true,
+        DateTime? expiresAtUtc = null)
+    {
+        return new EngineTradeProposalEntity
+        {
+            Id = Guid.NewGuid(),
+            UnderlyingIsin = isin,
+            Symbol = "AAPL",
+            StrategyKey = "TestStrategy",
+            Direction = SignalDirection.Buy,
+            QualityScore = 80m,
+            CompositeScore = 80m,
+            CurrentPrice = entryPrice,
+            EntryPrice = entryPrice,
+            StopLoss = stopLoss,
+            TakeProfit1 = entryPrice * 1.1m,
+            RiskRewardRatio = 2m,
+            ExitPlan = SimpleExitPlan(stopLoss, entryPrice * 1.1m),
+            SelectedDerivative = null,
+            AiValidation = ApprovedAiValidation(),
+            IsActive = isActive,
+            CreatedAtUtc = DateTime.UtcNow,
+            ExpiresAtUtc = expiresAtUtc ?? DateTime.UtcNow.AddHours(24)
+        };
+    }
+
+    /// <summary>
+    /// Builds an active trade owned by <paramref name="userId"/>, optionally linked to a proposal.
+    /// </summary>
+    public static EngineTradeEntity ActiveTrade(
+        Guid userId,
+        Guid? proposalId = null,
+        string isin = "US0378331005",
+        decimal averageBuyIn = 100m,
+        decimal stopLoss = 90m,
+        TradeStatus status = TradeStatus.Active)
+    {
+        return new EngineTradeEntity
+        {
+            Id = Guid.NewGuid(),
+            UserId = userId,
+            ProposalId = proposalId ?? Guid.Empty,
+            UnderlyingIsin = isin,
+            Symbol = "AAPL",
+            ExecutionMode = ExecutionMode.ManualTradeRepublic,
+            InstrumentType = InstrumentCategoryType.Stock,
+            Direction = SignalDirection.Buy,
+            Status = status,
+            AverageBuyIn = averageBuyIn,
+            TotalQuantity = 1m,
+            InitialStopLoss = stopLoss,
+            CurrentStopLoss = stopLoss,
+            CurrentPrice = averageBuyIn,
+            TakeProfit1 = averageBuyIn * 1.1m,
+            TakeProfit2 = averageBuyIn * 1.2m,
+            ExitPlan = SimpleExitPlan(stopLoss, averageBuyIn * 1.1m),
+            OpenedAtUtc = DateTime.UtcNow,
+            LastUpdatedAtUtc = DateTime.UtcNow
+        };
+    }
+}