from src.portfolio.runner import rebalance_allocations from src.portfolio.ledger import PortfolioLedger class FakeWorker: def __init__(self, cap, in_position=False): self.capital = cap self.in_position = in_position def test_rebalance_resizes_flat_workers(tmp_path): L = PortfolioLedger("PX", total_capital=1000.0, data_dir=tmp_path) workers = {"a": FakeWorker(700.0), "b": FakeWorker(500.0)} # equity 1200, both flat rebalance_allocations(L, workers, {"a": 0.5, "b": 0.5}) assert L.total_capital == 1200.0 assert workers["a"].capital == 600.0 and workers["b"].capital == 600.0 def test_rebalance_in_position_conserves_equity(tmp_path): # FIX 2026-06-13: il worker in posizione trattiene il suo capitale (deployato); # i flat si dividono il RESTO per peso rinormalizzato -> Σcapital CONSERVATO. # Prima (bug): i flat prendevano peso×total includendo il capitale dell'in-pos # -> somma gonfiata (qui sarebbe stata 1300, +100 fantasma). L = PortfolioLedger("PX", total_capital=1000.0, data_dir=tmp_path) workers = {"a": FakeWorker(700.0, in_position=True), "b": FakeWorker(300.0), "c": FakeWorker(200.0)} # equity 1200 rebalance_allocations(L, workers, {"a": 0.5, "b": 0.25, "c": 0.25}) assert L.total_capital == 1200.0 assert workers["a"].capital == 700.0 # invariato: posizione aperta (reserved) # b e c si dividono 1200-700=500 per peso 0.25/0.25 rinormalizzato -> 250 ciascuno assert workers["b"].capital == 250.0 and workers["c"].capital == 250.0 total = sum(w.capital for w in workers.values()) assert total == 1200.0 # equity CONSERVATA dal ribilancio