From 6abd4c206fbfe8369b3fde4c905619d08f13c5d1 Mon Sep 17 00:00:00 2001
From: "Somhairle H. Marisol" <muqiu-han@outlook.com>
Date: Tue, 22 Sep 2026 05:23:52 +0800
Subject: Add SIP plan pause/resume and rebalance plan archive lifecycle
 (3d-24)

---
 tests/FundLab.Api.Tests/RebalanceArchiveTests.fs | 149 +++++++++++++++++++++++
 1 file changed, 149 insertions(+)
 create mode 100644 tests/FundLab.Api.Tests/RebalanceArchiveTests.fs

(limited to 'tests/FundLab.Api.Tests/RebalanceArchiveTests.fs')

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)
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