def setUp(self):
# Start dummy server
util.baseUrl = 'http://*****:*****@test.com',
'pass': '******'
}
self.settings.investing = {
'minCash': 100,
'minPercent': 16.5,
'maxPercent': 19.0,
'portfolio': 'Existing Portfolio',
'filters': False
}
self.investor = AutoInvestor(settings=self.settings)
self.investor.app_dir = base_dir
self.investor.logger = logger
class TestInvestorFlow(unittest.TestCase):
""" Tests the investor flow and communication with LendingClub """
server = None
investor = None
settings = None
def startNode(self):
""" Start the node server, if it's not already running """
# Check if it's running
try:
if urllib.urlopen('http://*****:*****@test.com',
'pass': '******'
}
self.settings.investing = {
'minCash': 100,
'minPercent': 16.5,
'maxPercent': 19.0,
'portfolio': 'Existing Portfolio',
'filters': False
}
self.investor = AutoInvestor(settings=self.settings)
self.investor.app_dir = base_dir
self.investor.logger = logger
def tearDown(self):
# Stop node
if(self.server):
self.server.kill()
# Delete settings file
if os.path.exists(self.settings.settings_dir):
shutil.rmtree(self.settings.settings_dir)
def set_default_filters(self):
""" Sets all the filters to default valeus (True) """
self.settings.investing['filters'] = {
'exclude_existing': True,
'term36month': True,
'term60month': True,
'grades': {
'All': True,
'A': True,
'B': True,
'C': True,
'D': True,
'E': True,
'F': True,
'G': True
}
}
def set_filters(self):
""" Add advanced filtering to the investor settings """
self.set_default_filters()
self.settings.investing['filters']['term36month'] = False
self.settings.investing['filters']['grades']['All'] = False
self.settings.investing['filters']['grades']['D'] = False
self.settings.investing['filters']['grades']['E'] = False
self.settings.investing['filters']['grades']['F'] = False
self.settings.investing['filters']['grades']['G'] = False
def test_login(self):
self.assertTrue(self.investor.authenticate())
def test_invalid_login(self):
self.settings.auth['email'] = '*****@*****.**'
self.assertFalse(self.investor.authenticate())
def test_get_cash_balance(self):
self.assertEqual(self.investor.get_cash_balance(), 216.02)
def test_portfolios(self):
portfolios = self.investor.get_portfolio_list()
self.assertEquals(len(portfolios), 2)
self.assertEquals(portfolios[0], 'Existing Portfolio')
def test_investment_option(self):
""" Match settings to investment options -- closest match should be 18.66 """
match = self.investor.get_investment_option(200)
self.assertEqual(match['percentage'], 18.66)
def test_investment_option_minimums(self):
""" Test min percent: no investment options between 18.7 - 19.0 """
self.settings.investing['minPercent'] = 18.7
match = self.investor.get_investment_option(200)
self.assertFalse(match)
def test_investment_options_summary(self):
""" Test the options summary output """
match = self.investor.get_investment_option(200)
summary = self.investor.get_option_summary(match)
expected = 'Investment portfolio summary: 8 loan notes. 13% in B, 38% in C, 13% in D, 13% in E, 25% in F.'
self.assertEqual(summary, expected)
def test_investment_option_filters_below_percent(self):
""" Investment Options within below percent settings.
With filters set, the fixture data will return options below the min/max percent settings """
self.set_filters()
match = self.investor.get_investment_option(200)
self.assertFalse(match)
def test_investment_option_filters_break_server_grades(self):
""" test_investment_option_filters_break_server_grades
Test the server logic for checking grades.
The server is expecting A,B,C and should raise an error if it sees anything else"""
self.set_filters()
self.settings.investing['filters']['grades']['All'] = True
self.settings.investing['filters']['grades']['G'] = True
match = self.investor.get_investment_option(200)
# Check for error
self.assertFalse(match)
self.assertEqual(len(self.investor.logger.errors), 1)
def test_investment_option_filters_break_server_json(self):
""" test_investment_option_filters_break_server_json
Test the server logic for parsing the JSON feed.
The server should raise an error for invalid JSON"""
# Create a request with bad JSON
formerFilterFunc = util.get_filter_json
util.get_filter_json = lambda settings: '{invalid json feed,,}'
match = self.investor.get_investment_option(200)
# Check for error
self.assertFalse(match)
self.assertEqual(len(self.investor.logger.errors), 1)
# Reset
util.get_filter_json = formerFilterFunc
def test_investment_option_filters_within_percent(self):
""" Investment Options within percent settings.
Set min/max settings to be within options returned with filters """
self.set_filters()
# Default min/max are 16.5 - 19.0, filtered results fixture only goes up to 15.03
self.settings.investing['minPercent'] = 13.0
self.settings.investing['maxPercent'] = 14.5
match = self.investor.get_investment_option(200)
self.assertEqual(match['percentage'], 14.5) # should be a perfect match
def test_investment_option_validate(self):
""" test_investment_option_validate
Test validating an option against advanced filters """
match = self.investor.get_investment_option(200)
# Initial match should be True
self.assertEqual(match['percentage'], 18.66)
self.assertTrue(self.investor.validate_option(match))
# Set C to False, everything else true
self.set_default_filters()
self.assertTrue(self.investor.validate_option(match)) # defaults should be True
self.settings.investing['filters']['grades']['All'] = False
self.settings.investing['filters']['grades']['C'] = False
self.assertFalse(self.investor.validate_option(match)) # False
# Set 36 month to False, everything else true
self.set_default_filters()
self.assertTrue(self.investor.validate_option(match)) # defaults should be True
self.settings.investing['filters']['term36month'] = False
self.assertFalse(self.investor.validate_option(match)) # False
# Set 60 month to False, everything else true
self.set_default_filters()
self.assertTrue(self.investor.validate_option(match)) # defaults should be True
self.settings.investing['filters']['term60month'] = False
self.assertFalse(self.investor.validate_option(match)) # False
def test_prepare_order(self):
investmentOption = self.investor.get_investment_option(200)
strutToken = self.investor.prepare_investment_order(200, investmentOption)
self.assertEqual(strutToken, 'abc123')
def test_place_order(self):
investmentOption = self.investor.get_investment_option(200)
(orderID, loanIDs) = self.investor.place_order('abc123', 200, investmentOption)
self.assertEqual(orderID, 123)
self.assertEqual(loanIDs, [345])
def test_assign_to_porfolio_existing(self):
""" Assign to an existing portfolio """
ret = self.investor.assign_to_portfolio(orderID=123, loanIDs=[456], returnJson=True)
self.assertEqual(ret['result'], 'success')
self.assertEqual(ret['portfolioName'], 'Existing Portfolio') # hard coded in the JSON response
# Should have no errors or warnings
self.assertEqual(len(self.investor.logger.errors), 0)
self.assertEqual(len(self.investor.logger.warnings), 0)
def test_assign_to_porfolio_new(self):
""" Assign to a new portfolio """
self.settings.investing['portfolio'] = 'New Porfolio'
ret = self.investor.assign_to_portfolio(orderID=123, loanIDs=[456], returnJson=True)
self.assertEqual(ret['result'], 'success')
self.assertEqual(ret['portfolioName'], 'New Portfolio') # hard coded in the JSON response
# Should have no errors or warnings
self.assertEqual(len(self.investor.logger.errors), 0)
self.assertEqual(len(self.investor.logger.warnings), 0)
def test_assign_to_porfolio_incorrect_assignment(self):
""" Test warning if order is assigned to the wrong portfolio.
The server responds with JSON containing the portfolio name your order was assigned to.
There's no reason to think these would be difference, but if they are, assign_to_portfolio
should still return True, but add a warning to the log. (easy to test, since the mock
server returns hard coded JSON) """
self.settings.investing['portfolio'] = 'A Folio' # server will respond with 'New Portfolio'
ret = self.investor.assign_to_portfolio(orderID=123, loanIDs=[456])
self.assertTrue(ret)
# Should have 1 warnings and 0 errors
self.assertEqual(len(self.investor.logger.warnings), 1)
self.assertEqual(len(self.investor.logger.errors), 0)
def test_assign_to_porfolio_no_order(self):
""" Assigning to portfolio without an order ID """
ret = self.investor.assign_to_portfolio(loanIDs=[456])
self.assertFalse(ret)
def test_assign_to_porfolio_no_loan(self):
""" Assigning to portfolio without a loan ID """
ret = self.investor.assign_to_portfolio(orderID=123)
self.assertFalse(ret)
def test_assign_to_porfolio_no_portfolio(self):
""" Test if not assigning to porfolio assign_to_portfolio() should return True """
self.settings.investing['portfolio'] = False
ret = self.investor.assign_to_portfolio(orderID=123, loanIDs=[456])
self.assertTrue(ret)
# Should be no errors or info
self.assertEqual(len(self.investor.logger.infos), 0)
self.assertEqual(len(self.investor.logger.errors), 0)
self.assertEqual(len(self.investor.logger.warnings), 0)
def test_attempt_to_invest(self):
""" test_attempt_to_invest() - Test end-to-end investment """
ret = self.investor.attempt_to_invest()
self.assertTrue(ret)
# Shouldn't be any errors or warnings
self.assertEqual(len(self.investor.logger.errors), 0)
self.assertEqual(len(self.investor.logger.warnings), 0)
def test_attempt_to_invest_no_folio(self):
""" Test end-to-end investment without portfolio """
self.settings.investing['portfolio'] = False
ret = self.investor.attempt_to_invest()
self.assertTrue(ret)
# Shouldn't be any errors or warnings
self.assertEqual(len(self.investor.logger.errors), 0)
self.assertEqual(len(self.investor.logger.warnings), 0)
def test_attempt_to_invest_not_enough_cash(self):
""" Test end-to-end investment without portfolio """
self.settings.investing['minCash'] = 1000
ret = self.investor.attempt_to_invest()
self.assertFalse(ret)
# Shouldn't be any errors or warnings
self.assertEqual(len(self.investor.logger.errors), 0)
self.assertEqual(len(self.investor.logger.warnings), 0)
def test_attempt_to_invest_no_option_match(self):
""" Test end-to-end investment without investment option match """
# No options between 18.7 - 19.0
self.settings.investing['minPercent'] = 18.7
ret = self.investor.attempt_to_invest()
self.assertFalse(ret)
# Should be 0 errors and 1 warning
self.assertEqual(len(self.investor.logger.errors), 0)
self.assertEqual(len(self.investor.logger.warnings), 1)
