mirror of
https://github.com/wahyd4/links.git
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236 lines
8.6 KiB
Python
236 lines
8.6 KiB
Python
from datetime import date
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from decimal import Decimal
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import json
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import pytest
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from django.utils import timezone
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from invest.models import BenchmarkPrice, CashFlow, Portfolio, PortfolioSnapshot, Stock, Transaction
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from invest.services import get_performance_chart_data
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from links.models import Post, Tag
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@pytest.mark.django_db
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def test_transaction_price_fields_are_optional(api_client):
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portfolio = Portfolio.objects.create(name="Agent Test")
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response = api_client.post(
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"/api/invest/transactions/",
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{
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"portfolio": portfolio.id,
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"action": "BUY",
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"stock_code": "NVDA",
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"quantity": "2",
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"date": "2026-06-13",
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},
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format="json",
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)
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assert response.status_code == 201
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tx = Transaction.objects.get()
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assert tx.price_per_share is None
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assert tx.currency == "USD"
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assert tx.fee is None
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assert response.data["price_per_share"] is None
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@pytest.mark.django_db
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def test_transaction_accepts_optional_price_currency_and_fee(api_client):
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portfolio = Portfolio.objects.create(name="Agent Test")
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response = api_client.post(
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"/api/invest/transactions/",
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{
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"portfolio": portfolio.id,
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"action": "BUY",
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"stock_code": "NVDA",
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"quantity": "2",
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"price_per_share": "100.25",
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"currency": "USD",
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"fee": "1.50",
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"date": "2026-06-13",
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},
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format="json",
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)
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assert response.status_code == 201
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tx = Transaction.objects.get()
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assert tx.price_per_share == Decimal("100.250000")
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assert tx.fee == Decimal("1.500000")
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assert response.data["price_per_share"] == "100.250000"
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assert response.data["fee"] == "1.500000"
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@pytest.mark.django_db
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def test_cashflow_api_records_external_deposits(api_client):
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portfolio = Portfolio.objects.create(name="Agent Test")
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response = api_client.post(
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"/api/invest/cashflows/",
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{
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"portfolio": portfolio.id,
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"flow_type": "DEPOSIT",
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"amount": "2500.00",
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"currency": "USD",
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"date": "2026-06-13",
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"source": "salary",
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"note": "monthly contribution",
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},
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format="json",
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)
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assert response.status_code == 201
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flow = CashFlow.objects.get()
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assert flow.signed_amount == Decimal("2500.00")
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assert response.data["signed_amount"] == "2500.00"
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@pytest.mark.django_db
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def test_agent_summary_reports_cash_adjusted_return_and_concentration(api_client, monkeypatch):
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portfolio = Portfolio.objects.create(name="Agent Test")
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Stock.objects.create(portfolio=portfolio, stock_code="AAA", quantity=Decimal("10"))
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Stock.objects.create(portfolio=portfolio, stock_code="BBB", quantity=Decimal("5"))
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CashFlow.objects.create(
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portfolio=portfolio,
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flow_type=CashFlow.FLOW_DEPOSIT,
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amount=Decimal("1000.00"),
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currency="USD",
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date=date(2026, 6, 1),
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)
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prices = {"AAA": 100.0, "BBB": 20.0}
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monkeypatch.setattr("invest.services.get_current_price", lambda ticker: prices[ticker])
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response = api_client.get("/api/invest/agent/summary/")
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assert response.status_code == 200
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payload = response.json()
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assert payload["total_value"] == 1100.0
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assert payload["performance"]["net_external_cash_flow"] == 1000.0
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assert payload["performance"]["cash_adjusted_gain"] == 100.0
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assert payload["risk"]["top_1_weight"] == pytest.approx(0.9091, rel=1e-3)
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assert payload["risk"]["max_position"]["stock_code"] == "AAA"
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assert payload["risk"]["concentration_level"] == "HIGH"
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@pytest.mark.django_db
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def test_performance_endpoint_excludes_deposits_from_gain(api_client):
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portfolio = Portfolio.objects.create(name="Agent Test")
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PortfolioSnapshot.objects.create(
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portfolio=portfolio,
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captured_at=timezone.make_aware(timezone.datetime(2026, 6, 1, 8, 0)),
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total_value=Decimal("1000.00"),
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)
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CashFlow.objects.create(
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portfolio=portfolio,
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flow_type=CashFlow.FLOW_DEPOSIT,
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amount=Decimal("500.00"),
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currency="USD",
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date=date(2026, 6, 8),
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)
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PortfolioSnapshot.objects.create(
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portfolio=portfolio,
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captured_at=timezone.make_aware(timezone.datetime(2026, 6, 15, 8, 0)),
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total_value=Decimal("1700.00"),
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)
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BenchmarkPrice.objects.create(ticker="QQQ", date=date(2026, 6, 1), close=Decimal("100.00"))
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BenchmarkPrice.objects.create(ticker="QQQ", date=date(2026, 6, 8), close=Decimal("110.00"))
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BenchmarkPrice.objects.create(ticker="QQQ", date=date(2026, 6, 15), close=Decimal("120.00"))
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response = api_client.get("/api/invest/performance/?start=2026-06-01&end=2026-06-15")
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assert response.status_code == 200
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payload = response.json()
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assert payload["start_value"] == 1000.0
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assert payload["end_value"] == 1700.0
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assert payload["net_external_cash_flow"] == 500.0
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assert payload["cash_adjusted_gain"] == 200.0
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assert payload["simple_return"] == pytest.approx(0.1333, rel=1e-3)
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assert payload["benchmarks"]["QQQ"]["end_value"] == pytest.approx(1745.45, rel=1e-3)
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@pytest.mark.django_db
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def test_dashboard_shows_agent_first_metrics(client, monkeypatch):
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portfolio = Portfolio.objects.create(name="Agent Test")
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Stock.objects.create(portfolio=portfolio, stock_code="AAA", quantity=Decimal("10"))
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CashFlow.objects.create(
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portfolio=portfolio,
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flow_type=CashFlow.FLOW_DEPOSIT,
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amount=Decimal("1000.00"),
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currency="USD",
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date=date(2026, 6, 1),
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)
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monkeypatch.setattr("invest.services.get_current_price", lambda ticker: 110.0)
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response = client.get("/invest/")
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assert response.status_code == 200
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content = response.content.decode()
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assert "Net Contributions" in content
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assert "Investment Gain" in content
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assert "Top 5 Concentration" in content
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assert "Same-cashflow Benchmark" in content
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@pytest.mark.django_db
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def test_performance_chart_data_has_percentage_and_value_modes():
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portfolio = Portfolio.objects.create(name="Agent Test")
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PortfolioSnapshot.objects.create(
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portfolio=portfolio,
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captured_at=timezone.make_aware(timezone.datetime(2026, 1, 1, 8, 0)),
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total_value=Decimal("1000.00"),
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)
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PortfolioSnapshot.objects.create(
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portfolio=portfolio,
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captured_at=timezone.make_aware(timezone.datetime(2026, 1, 8, 8, 0)),
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total_value=Decimal("1100.00"),
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)
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BenchmarkPrice.objects.create(ticker="SPY", date=date(2026, 1, 1), close=Decimal("100.00"))
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BenchmarkPrice.objects.create(ticker="SPY", date=date(2026, 1, 8), close=Decimal("110.00"))
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BenchmarkPrice.objects.create(ticker="QQQ", date=date(2026, 1, 1), close=Decimal("200.00"))
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BenchmarkPrice.objects.create(ticker="QQQ", date=date(2026, 1, 8), close=Decimal("220.00"))
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payload = json.loads(get_performance_chart_data())
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assert payload["baseline_date"] == "2026-01-01"
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assert set(payload["modes"]) == {"percentage", "value"}
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assert payload["modes"]["percentage"]["unit"] == "percent"
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assert payload["modes"]["value"]["unit"] == "currency"
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value_datasets = {dataset["label"]: dataset["data"] for dataset in payload["modes"]["value"]["datasets"]}
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assert value_datasets["All Portfolios"] == [1000.0, 1100.0]
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assert value_datasets["S&P 500 benchmark"] == [1000.0, 1100.0]
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assert value_datasets["QQQ benchmark"] == [1000.0, 1100.0]
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@pytest.mark.django_db
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def test_dashboard_links_posts_tagged_invest_or_investment(client):
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invest_tag = Tag.objects.create(name="invest", slug="invest")
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investment_tag = Tag.objects.create(name="investment", slug="investment")
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other_tag = Tag.objects.create(name="life", slug="life")
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invest_post = Post.objects.create(
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title="Weekly investment report",
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summary="AI generated market and portfolio notes",
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content="details",
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)
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invest_post.tags.add(invest_tag)
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legacy_post = Post.objects.create(
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title="Legacy investment report",
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summary="Saved before the invest tag standard existed",
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content="details",
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)
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legacy_post.tags.add(investment_tag)
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other_post = Post.objects.create(title="Cooking note", summary="not shown", content="details")
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other_post.tags.add(other_tag)
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response = client.get("/invest/")
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assert response.status_code == 200
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content = response.content.decode()
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assert "Investment Reports" in content
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assert "Weekly investment report" in content
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assert "Legacy investment report" in content
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assert invest_post.get_absolute_url() in content
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assert legacy_post.get_absolute_url() in content
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assert "Cooking note" not in content
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assert "View all posts tagged invest" in content
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