Add SIP plan pause/resume and rebalance plan archive lifecycle (3d-24)

3 files changed, 328 insertions, 0 deletions

diff --git a/tests/FundLab.Api.Tests/FundLab.Api.Tests.fsproj b/tests/FundLab.Api.Tests/FundLab.Api.Tests.fsproj
index 38a9e7e..d42612a 100644
--- a/tests/FundLab.Api.Tests/FundLab.Api.Tests.fsproj
+++ b/tests/FundLab.Api.Tests/FundLab.Api.Tests.fsproj
@@ -37,6 +37,8 @@
         <Compile Include="StockTradeTests.fs" />
         <Compile Include="BondTradeTests.fs" />
         <Compile Include="FundValuationTests.fs" />
+        <Compile Include="SipPlanStatusTests.fs" />
+        <Compile Include="RebalanceArchiveTests.fs" />
     <Compile Include="Program.fs" />
   </ItemGroup>
 </Project>
diff --git a/tests/FundLab.Api.Tests/RebalanceArchiveTests.fs b/tests/FundLab.Api.Tests/RebalanceArchiveTests.fs
new file mode 100644
index 0000000..ebb238b
--- /dev/null
+++ b/tests/FundLab.Api.Tests/RebalanceArchiveTests.fs
@@ -0,0 +1,149 @@
+namespace FundLab.Api.Tests
+
+open System
+open Xunit
+open FundLab.Api
+
+[<Collection("postgres")>]
+type RebalanceArchiveTests(fixture: PostgresFixture) =
+    let sharedRepository =
+        lazy
+            let value = FundRepository(fixture.ConnectionString)
+            value.EnsureSchema()
+            value
+
+    let repository () = sharedRepository.Value
+
+    let seedInstrument () =
+        let code = Random.Shared.Next(0, 1000000).ToString("D6")
+
+        let payload =
+            {
+                Source = "akshare"
+                SourceRevision = "akshare-test/eastmoney"
+                CollectedAt = DateTimeOffset(2026, 9, 21, 8, 0, 0, TimeSpan.Zero)
+                Instruments = [ { Code = code; Name = "再平衡归档测试基金"; FundType = None } ]
+            }
+
+        repository().UpsertInstruments(payload, "rebalance-archive-test-hash")
+        code
+
+    let createFund (initialCash: decimal) =
+        let command =
+            {
+                Name = "再平衡归档测试 FOF"
+                InitialCash = initialCash
+                InitialUnitNav = 1.00000000m
+                IsSynthetic = true
+            }
+
+        let key = fixture.Key(sprintf "rebalance-archive-fund-%s" (Guid.NewGuid().ToString("N")))
+
+        match repository().CreateFund(key, command) with
+        | FundWriteResult.Created fund -> fund.Id
+        | other -> failwithf "unexpected fund creation result: %A" other
+
+    let app () = App.createApplication (repository ())
+
+    let createPlan (fundId: Guid) (code: string) =
+        let key = fixture.Key(sprintf "rebalance-archive-plan-%s" (Guid.NewGuid().ToString("N")))
+
+        match
+            repository().CreateRebalancePlan(key, fundId, { Targets = [ { InstrumentCode = code; TargetPercent = 100.00m } ] })
+        with
+        | RebalanceWriteResult.RebalancePlanCreated plan -> plan.Id
+        | other -> failwithf "unexpected rebalance plan result: %A" other
+
+    let archiveViaApi fundId planId =
+        PersistenceTestHelpers.invoke
+            (app ())
+            "POST"
+            (sprintf "/api/funds/%O/rebalance/plans/%O/archive" fundId planId)
+            [ "Authorization", "Bearer test-token" ]
+            "{}"
+
+    let previewViaApi fundId planId =
+        PersistenceTestHelpers.invoke
+            (app ())
+            "GET"
+            (sprintf "/api/funds/%O/rebalance/plans/%O/preview" fundId planId)
+            [ "Authorization", "Bearer test-token" ]
+            ""
+
+    let executeViaApi fundId planId =
+        PersistenceTestHelpers.invoke
+            (app ())
+            "POST"
+            (sprintf "/api/funds/%O/rebalance/plans/%O/execute" fundId planId)
+            [ "Authorization", "Bearer test-token" ]
+            "{}"
+
+    let plansViaApi fundId =
+        PersistenceTestHelpers.invoke
+            (app ())
+            "GET"
+            (sprintf "/api/funds/%O/rebalance/plans" fundId)
+            [ "Authorization", "Bearer test-token" ]
+            ""
+
+    [<Fact>]
+    member _.``archiving an active plan marks it archived in the plan list``() =
+        let fundId = createFund 1000.00m
+        let code = seedInstrument ()
+        let planId = createPlan fundId code
+
+        let status, body = archiveViaApi fundId planId
+        Assert.Equal(200, status)
+        Assert.Contains("\"status\":\"archived\"", body)
+
+        let _, plansBody = plansViaApi fundId
+        Assert.Contains("\"status\":\"archived\"", plansBody)
+
+    [<Fact>]
+    member _.``archived plan cannot be previewed``() =
+        let fundId = createFund 1000.00m
+        let code = seedInstrument ()
+        let planId = createPlan fundId code
+
+        let _, _ = archiveViaApi fundId planId
+        let status, body = previewViaApi fundId planId
+
+        Assert.Equal(409, status)
+        Assert.Contains("PLAN_ARCHIVED", body)
+
+    [<Fact>]
+    member _.``archived plan cannot be executed``() =
+        let fundId = createFund 1000.00m
+        let code = seedInstrument ()
+        let planId = createPlan fundId code
+
+        let _, _ = archiveViaApi fundId planId
+        let status, body = executeViaApi fundId planId
+
+        Assert.Equal(409, status)
+        Assert.Contains("PLAN_ARCHIVED", body)
+
+    [<Fact>]
+    member _.``archiving an already archived plan is idempotent``() =
+        let fundId = createFund 1000.00m
+        let code = seedInstrument ()
+        let planId = createPlan fundId code
+
+        let firstStatus, firstBody = archiveViaApi fundId planId
+        Assert.Equal(200, firstStatus)
+        Assert.Contains("\"status\":\"archived\"", firstBody)
+
+        let secondStatus, secondBody = archiveViaApi fundId planId
+        Assert.Equal(200, secondStatus)
+        Assert.Contains("\"status\":\"archived\"", secondBody)
+
+    [<Fact>]
+    member _.``archiving a plan owned by another fund answers 404``() =
+        let fundId = createFund 1000.00m
+        let otherFundId = createFund 1000.00m
+        let code = seedInstrument ()
+        let planId = createPlan fundId code
+
+        let status, body = archiveViaApi otherFundId planId
+        Assert.Equal(404, status)
+        Assert.Contains("PLAN_NOT_FOUND", body)
diff --git a/tests/FundLab.Api.Tests/SipPlanStatusTests.fs b/tests/FundLab.Api.Tests/SipPlanStatusTests.fs
new file mode 100644
index 0000000..780d85f
--- /dev/null
+++ b/tests/FundLab.Api.Tests/SipPlanStatusTests.fs
@@ -0,0 +1,177 @@
+namespace FundLab.Api.Tests
+
+open System
+open Xunit
+open FundLab.Api
+open FundLab.Domain
+
+[<Collection("postgres")>]
+type SipPlanStatusTests(fixture: PostgresFixture) =
+    let sharedRepository =
+        lazy
+            let value = FundRepository(fixture.ConnectionString)
+            value.EnsureSchema()
+            value
+
+    let repository () = sharedRepository.Value
+
+    let seedInstrument () =
+        let code = Random.Shared.Next(0, 1000000).ToString("D6")
+
+        let payload =
+            {
+                Source = "akshare"
+                SourceRevision = "akshare-test/eastmoney"
+                CollectedAt = DateTimeOffset(2026, 9, 21, 8, 0, 0, TimeSpan.Zero)
+                Instruments = [ { Code = code; Name = "定投状态测试基金"; FundType = None } ]
+            }
+
+        repository().UpsertInstruments(payload, "sip-status-test-hash")
+        code
+
+    let createFund (initialCash: decimal) =
+        let command =
+            {
+                Name = "定投状态测试 FOF"
+                InitialCash = initialCash
+                InitialUnitNav = 1.00000000m
+                IsSynthetic = true
+            }
+
+        let key = fixture.Key(sprintf "sip-status-fund-%s" (Guid.NewGuid().ToString("N")))
+
+        match repository().CreateFund(key, command) with
+        | FundWriteResult.Created fund -> fund.Id
+        | other -> failwithf "unexpected fund creation result: %A" other
+
+    let app () = App.createApplication (repository ())
+
+    let truncateMicroseconds (moment: DateTimeOffset) =
+        let utc = moment.ToUniversalTime()
+        DateTimeOffset(utc.Ticks - (utc.Ticks % 10L), TimeSpan.Zero)
+
+    let insertQuoteOnDate (code: string) (nav: decimal) (navDate: DateOnly) =
+        let revision = sprintf "akshare-test/%O" (Guid.NewGuid())
+
+        let payload: MarketDataNavPayload =
+            {
+                Source = "akshare"
+                SourceRevision = revision
+                CollectedAt = truncateMicroseconds (DateTimeOffset.Now.AddSeconds(-10.0))
+                Code = code
+                Observations =
+                    [
+                        {
+                            NavDate = navDate
+                            PublishedAt = None
+                            Nav = nav
+                            AccumulatedNav = Some nav
+                            DailyReturn = Some 0.0m
+                        }
+                    ]
+            }
+
+        repository().UpsertNavObservations(payload, sprintf "sip-status-hash/%s" revision)
+
+    let createPlanWithAnchor (fundId: Guid) (code: string) (amount: decimal) (frequency: SipFrequency) =
+        let key = fixture.Key(sprintf "sip-status-plan-%s" (Guid.NewGuid().ToString("N")))
+
+        match
+            repository().CreateSipPlan(
+                key,
+                fundId,
+                { InstrumentCode = code; Amount = amount; Frequency = frequency },
+                DateOnly(2026, 9, 7)
+            )
+        with
+        | SipPlanWriteResult.SipPlanCreated plan -> plan.Id
+        | other -> failwithf "unexpected sip plan result: %A" other
+
+    let postStatus (fundId: Guid) (planId: Guid) (action: string) =
+        PersistenceTestHelpers.invoke
+            (app ())
+            "POST"
+            (sprintf "/api/funds/%O/sip/plans/%O/%s" fundId planId action)
+            [ "Authorization", "Bearer test-token" ]
+            ""
+
+    let advance (fundId: Guid) (body: string) =
+        PersistenceTestHelpers.invoke
+            (app ())
+            "POST"
+            (sprintf "/api/funds/%O/sip/advance" fundId)
+            [ "Authorization", "Bearer test-token" ]
+            body
+
+    let listPlans (fundId: Guid) =
+        PersistenceTestHelpers.invoke
+            (app ())
+            "GET"
+            (sprintf "/api/funds/%O/sip/plans" fundId)
+            [ "Authorization", "Bearer test-token" ]
+            ""
+
+    [<Fact>]
+    member _.``pause skips advance, resume lets the next due period execute again``() =
+        let fundId = createFund 10000.00m
+        let code = seedInstrument ()
+        let planId = createPlanWithAnchor fundId code 100.00m Weekly
+
+        insertQuoteOnDate code 2.5m (DateOnly(2026, 9, 14))
+        insertQuoteOnDate code 2.5m (DateOnly(2026, 9, 21))
+
+        let pauseStatus, pauseBody = postStatus fundId planId "pause"
+        Assert.Equal(200, pauseStatus)
+        Assert.Contains("\"status\":\"paused\"", pauseBody)
+
+        let advanceStatus, advanceBody = advance fundId "{\"endDate\":\"2026-09-21\"}"
+        Assert.Equal(200, advanceStatus)
+        Assert.DoesNotContain("\"status\":\"succeeded\"", advanceBody)
+        Assert.DoesNotContain("\"status\":\"pending_nav\"", advanceBody)
+
+        let resumeStatus, resumeBody = postStatus fundId planId "resume"
+        Assert.Equal(200, resumeStatus)
+        Assert.Contains("\"status\":\"active\"", resumeBody)
+
+        let _, resumedBody = advance fundId "{\"endDate\":\"2026-09-21\"}"
+        Assert.Contains("\"status\":\"succeeded\"", resumedBody)
+        Assert.Contains("\"tradeDate\":\"2026-09-14\"", resumedBody)
+
+    [<Fact>]
+    member _.``pausing an already paused plan is idempotent``() =
+        let fundId = createFund 1000.00m
+        let code = seedInstrument ()
+        let planId = createPlanWithAnchor fundId code 100.00m Weekly
+
+        let firstStatus, firstBody = postStatus fundId planId "pause"
+        Assert.Equal(200, firstStatus)
+        Assert.Contains("\"status\":\"paused\"", firstBody)
+
+        let secondStatus, secondBody = postStatus fundId planId "pause"
+        Assert.Equal(200, secondStatus)
+        Assert.Contains("\"status\":\"paused\"", secondBody)
+
+    [<Fact>]
+    member _.``paused plan status is reflected in the sip plan list``() =
+        let fundId = createFund 1000.00m
+        let code = seedInstrument ()
+        let planId = createPlanWithAnchor fundId code 100.00m Weekly
+
+        let _, _ = postStatus fundId planId "pause"
+        let _, listBody = listPlans fundId
+        Assert.Contains("\"status\":\"paused\"", listBody)
+
+        let _, _ = postStatus fundId planId "resume"
+        let _, resumedListBody = listPlans fundId
+        Assert.Contains("\"status\":\"active\"", resumedListBody)
+
+    [<Fact>]
+    member _.``pausing a plan that belongs to another fund answers 404``() =
+        let fundId = createFund 1000.00m
+        let otherFundId = createFund 1000.00m
+        let code = seedInstrument ()
+        let planId = createPlanWithAnchor fundId code 100.00m Weekly
+
+        let status, body = postStatus otherFundId planId "pause"
+        Assert.Equal(404, status)
+        Assert.Contains("PLAN_NOT_FOUND", body)