perf: optimize portfolio queries and workflows
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import 'dotenv/config';
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import { test } from 'node:test';
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import assert from 'node:assert/strict';
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import { PrismaClient } from '@prisma/client';
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import { randomUUID, randomBytes, createHash } from 'node:crypto';
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import { toBusinessDate } from '../src/validation';
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import { readBackupZip } from '../src/zip';
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const base = process.env.TEST_API_URL || 'http://127.0.0.1:3100/api';
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test('bounded APIs preserve seeds, predecessor balances, pagination, archive and FX scope', async () => {
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const db = new PrismaClient();
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const user = await db.user.create({
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data: { username: 'wp_query_' + randomUUID(), passwordHash: 'not-a-login-hash' },
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});
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const token = randomBytes(32).toString('hex'),
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sessionId = createHash('sha256').update(token).digest('hex');
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let restoredUserId: string | undefined;
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async function call(path: string) {
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const response = await fetch(base + path, { headers: { Cookie: 'wp_session=' + token } });
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return { status: response.status, data: await response.json() };
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}
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try {
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await db.session.create({
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data: { id: sessionId, userId: user.id, expiresAt: new Date(Date.now() + 600000) },
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});
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const make = (name: string, currency = 'CNY', hidden = false) =>
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db.position.create({
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data: {
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userId: user.id,
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name,
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currency,
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hidden,
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kind: 'account',
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side: 'asset',
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category: 'bank',
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notes: '',
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},
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});
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const a = await make('archive'),
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b = await make('foreign', 'USD'),
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hidden = await make('hidden', 'CNY', true);
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const revision = (positionId: string, amount: string, date: string) =>
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db.revision.create({
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data: {
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positionId,
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amount,
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effectiveDate: toBusinessDate(date),
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notes: '',
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reason: 'balance',
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},
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});
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await revision(a.id, '100', '2026-08-31T23:59');
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await revision(a.id, '119', '2026-09-02T00:01');
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await revision(a.id, '120', '2026-09-02T00:01');
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await revision(a.id, '110', '2026-09-01T00:01'); // Late insert does not replace the latest balance.
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await revision(b.id, '10', '2026-08-31T23:59');
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await revision(hidden.id, '3', '2026-09-01T00:01');
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await db.position.update({ where: { id: a.id }, data: { archived: true } });
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await db.exchangeRate.create({
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data: {
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userId: user.id,
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currency: 'USD',
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baseCurrency: 'CNY',
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date: new Date('2026-09-02'),
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rate: '7',
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source: 'manual',
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},
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});
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const list = (await call('/positions?kind=account')).data;
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assert.equal(list.length, 2);
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assert.equal(list.find((p: any) => p.id === a.id).amount, '120');
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assert.equal('history' in list[0], false);
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assert.equal('revisions' in list[0], false);
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const current = (await call('/overview')).data;
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assert.equal(current.net, '190.00');
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assert.equal('trend' in current, false);
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const trend = (await call('/trend?from=2026-09-01&to=2026-09-03')).data.items;
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assert.equal(trend[0].complete, false);
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assert.equal(trend[1].net, '190.00');
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assert.equal(trend[1].balanceChange, null);
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assert.equal(trend[2].fxChange, '0.00');
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assert.equal('items' in trend[0], false);
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const seen = new Set<string>();
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let cursor: string | null = null;
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do {
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const response = await call(
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'/positions/' + a.id + '/history?limit=1' + (cursor ? '&cursor=' + cursor : ''),
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);
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assert.equal(response.status, 200);
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const row = response.data.items[0];
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assert.equal(seen.has(row.id), false);
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seen.add(row.id);
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if (row.after === '120') {
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assert.equal(row.before, '119');
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assert.equal(row.delta, '1');
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}
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if (row.after === '119') {
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assert.equal(row.before, '110');
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assert.equal(row.delta, '9');
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}
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if (row.after === '110') assert.equal(row.before, '100');
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cursor = response.data.nextCursor;
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} while (cursor);
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assert.equal(seen.size, 4);
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const bounded = (await call('/positions/' + a.id + '/history?from=2026-09-02&to=2026-09-02'))
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.data.items;
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assert.equal(bounded[1].before, '110');
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assert.equal((await call('/history?limit=101')).status, 400);
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assert.equal((await call('/history?cursor=bad')).status, 400);
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assert.equal((await call('/trend?from=2020-01-01&to=2026-09-03')).status, 400);
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assert.equal((await call('/positions/' + hidden.id + '/history')).status, 404);
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await db.session.update({
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where: { id: sessionId },
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data: { revealUntil: new Date(Date.now() + 60000) },
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});
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assert.equal((await call('/overview')).data.net, '193.00');
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await db.user.update({ where: { id: user.id }, data: { baseCurrency: 'USD' } });
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assert.equal((await call('/overview')).data.complete, false);
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await db.exchangeRate.create({
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data: {
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userId: user.id,
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currency: 'CNY',
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baseCurrency: 'USD',
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date: new Date('2026-09-01'),
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rate: '0.1',
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source: 'manual',
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},
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});
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assert.equal((await call('/overview')).data.net, '22.30');
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await db.user.update({ where: { id: user.id }, data: { baseCurrency: 'CNY' } });
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await db.position.update({ where: { id: a.id }, data: { archived: false } });
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const target = await make('discount target');
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await revision(target.id, '0', '2026-09-01T00:00');
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const origin =
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process.env.WEB_ORIGIN === '*' ? 'http://localhost:5173' : process.env.WEB_ORIGIN!;
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const transfer = {
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requestId: randomUUID(),
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sourceId: a.id,
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targetId: target.id,
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amount: '100',
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received: '100',
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fee: '-2',
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date: '2026-09-03T00:01',
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};
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const post = async (path: string, body: unknown, cookie = token) => {
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const response = await fetch(base + path, {
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method: 'POST',
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headers: {
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Cookie: 'wp_session=' + cookie,
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Origin: origin,
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'Content-Type': 'application/json',
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},
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body: JSON.stringify(body),
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});
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return { status: response.status, data: await response.json() };
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};
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assert.equal((await post('/transfers', transfer)).status, 201);
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assert.equal((await post('/transfers', transfer)).status, 201);
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const discounted = (await call('/positions')).data;
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assert.equal(discounted.find((p: any) => p.id === a.id).amount, '22');
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assert.equal(discounted.find((p: any) => p.id === target.id).amount, '100');
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assert.equal(
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(await post('/transfers', { ...transfer, requestId: randomUUID(), fee: '-101' })).status,
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400,
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);
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const exported = await fetch(base + '/backup', { headers: { Cookie: 'wp_session=' + token } });
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assert.equal(exported.status, 200);
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const backup = (await readBackupZip(Buffer.from(await exported.arrayBuffer()))) as any;
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assert.equal(backup.transfers[0].fee, '-2');
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const restored = await db.user.create({
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data: { username: 'wp_query_restore_' + randomUUID(), passwordHash: 'not-a-login-hash' },
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});
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restoredUserId = restored.id;
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const restoredToken = randomBytes(32).toString('hex');
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await db.session.create({
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data: {
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id: createHash('sha256').update(restoredToken).digest('hex'),
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userId: restored.id,
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expiresAt: new Date(Date.now() + 600000),
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},
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});
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assert.equal(
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(await post('/backup/import', { confirmed: true, backup }, restoredToken)).status,
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201,
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);
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const restoredTransfer = await db.transfer.findFirstOrThrow({ where: { userId: restored.id } });
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assert.equal(restoredTransfer.fee.toString(), '-2');
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const restoredBalance = await db.revision.findUniqueOrThrow({
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where: { id: restoredTransfer.sourceRevisionId },
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});
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assert.equal(restoredBalance.amount.toString(), '22');
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} finally {
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if (restoredUserId) await db.user.delete({ where: { id: restoredUserId } });
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await db.user.delete({ where: { id: user.id } });
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await db.$disconnect();
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}
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});
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