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Was 2 positions x ~equity×1.2 — too few holdings and no room for shorts (the 2 slots filled with the strongest signals, which were long-leaning, so the balanced candidate pool never got expressed as short trades). Now: max 4 positions, each sized at equity×5 notional, 20x leverage. Four positions × 5x = 20x total account notional = full margin at 20x — the operator's requested ceiling. This gives room for ~2 long + 2 short and bigger single positions; the existing direction-balanced candidate selection plus long/short coverage fills both sides when strong bearish signals exist. Applied across all three config sources (default template, quick-create preset, studio unified) with matching test assertions and 20x prompt copy.
137 lines
4.5 KiB
Go
137 lines
4.5 KiB
Go
package api
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import (
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"testing"
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"github.com/google/uuid"
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"nofx/store"
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)
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func TestCreateDefaultStrategiesUsesOneReadyToRunClaw402Preset(t *testing.T) {
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st, err := store.New(t.TempDir() + "/nofx.db")
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if err != nil {
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t.Fatalf("store.New failed: %v", err)
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}
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t.Cleanup(func() { _ = st.Close() })
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s := &Server{store: st}
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userID := "user-us-stock-presets"
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if err := s.createDefaultStrategies(userID, "zh"); err != nil {
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t.Fatalf("createDefaultStrategies failed: %v", err)
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}
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strategies, err := st.Strategy().List(userID)
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if err != nil {
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t.Fatalf("List strategies failed: %v", err)
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}
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if len(strategies) != 1 {
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t.Fatalf("expected 1 default strategy, got %d", len(strategies))
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}
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byName := map[string]*store.Strategy{}
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activeCount := 0
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for _, strategy := range strategies {
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byName[strategy.Name] = strategy
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if strategy.IsActive {
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activeCount++
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}
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if strategy.Name == "Balanced Strategy" || strategy.Name == "Steady Strategy" || strategy.Name == "Aggressive Strategy" {
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t.Fatalf("legacy crypto-style default strategy still present: %s", strategy.Name)
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}
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}
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if activeCount != 1 {
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t.Fatalf("expected exactly one active strategy, got %d", activeCount)
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}
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defaultStrategy := byName["NOFX Claw402 Auto Strategy"]
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if defaultStrategy == nil || !defaultStrategy.IsActive {
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t.Fatalf("NOFX Claw402 Auto Strategy should exist and be active")
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}
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trendCfg, err := defaultStrategy.ParseConfig()
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if err != nil {
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t.Fatalf("default ParseConfig failed: %v", err)
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}
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if trendCfg.CoinSource.SourceType != "vergex_signal" || trendCfg.CoinSource.VergexLimit != 10 || trendCfg.CoinSource.VergexMarketType != "all" {
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t.Fatalf("default strategy should use the Claw402/Vergex all-market signal ranking, got %+v", trendCfg.CoinSource)
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}
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if trendCfg.CoinSource.UseAI500 || trendCfg.RiskControl.MaxPositions != 4 {
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t.Fatalf("default strategy should be Claw402/Vergex native with a 4-position balanced book, got coin=%+v risk=%+v", trendCfg.CoinSource, trendCfg.RiskControl)
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}
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if trendCfg.RiskControl.BTCETHMaxLeverage != 20 || trendCfg.RiskControl.AltcoinMaxLeverage != 20 {
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t.Fatalf("default strategy should use 20x leverage for all Claw402 opens, got risk=%+v", trendCfg.RiskControl)
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}
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if trendCfg.RiskControl.BTCETHMaxPositionValueRatio != 5 ||
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trendCfg.RiskControl.AltcoinMaxPositionValueRatio != 5 ||
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trendCfg.RiskControl.MaxMarginUsage != 1.0 {
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t.Fatalf("default strategy should size Claw402 opens at 5x equity notional (4 positions = 20x total at 20x), got risk=%+v", trendCfg.RiskControl)
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}
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}
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func TestCreateDefaultStrategiesMigratesLegacyPresetsWithoutOverridingActiveCustom(t *testing.T) {
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st, err := store.New(t.TempDir() + "/nofx.db")
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if err != nil {
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t.Fatalf("store.New failed: %v", err)
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}
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t.Cleanup(func() { _ = st.Close() })
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userID := "user-existing-custom"
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legacyCfg := store.GetDefaultStrategyConfig("zh")
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legacy := &store.Strategy{
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ID: uuid.New().String(),
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UserID: userID,
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Name: "Balanced Strategy",
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Description: "legacy",
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IsActive: false,
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}
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if err := legacy.SetConfig(&legacyCfg); err != nil {
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t.Fatalf("legacy SetConfig failed: %v", err)
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}
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if err := st.Strategy().Create(legacy); err != nil {
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t.Fatalf("create legacy failed: %v", err)
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}
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custom := &store.Strategy{
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ID: uuid.New().String(),
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UserID: userID,
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Name: "aa",
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Description: "user custom active strategy",
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IsActive: true,
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}
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if err := custom.SetConfig(&legacyCfg); err != nil {
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t.Fatalf("custom SetConfig failed: %v", err)
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}
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if err := st.Strategy().Create(custom); err != nil {
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t.Fatalf("create custom failed: %v", err)
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}
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s := &Server{store: st}
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if err := s.createDefaultStrategies(userID, "zh"); err != nil {
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t.Fatalf("createDefaultStrategies failed: %v", err)
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}
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if err := s.createDefaultStrategies(userID, "zh"); err != nil {
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t.Fatalf("second createDefaultStrategies should be idempotent: %v", err)
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}
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strategies, err := st.Strategy().List(userID)
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if err != nil {
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t.Fatalf("List strategies failed: %v", err)
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}
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byName := map[string]int{}
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activeNames := []string{}
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for _, strategy := range strategies {
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byName[strategy.Name]++
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if strategy.IsActive {
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activeNames = append(activeNames, strategy.Name)
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}
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}
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if byName["Balanced Strategy"] != 0 {
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t.Fatalf("legacy preset should be removed, got names=%+v", byName)
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}
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if byName["NOFX Claw402 Auto Strategy"] != 1 {
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t.Fatalf("expected exactly one NOFX Claw402 Auto Strategy, got names=%+v", byName)
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}
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if len(activeNames) != 1 || activeNames[0] != "aa" {
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t.Fatalf("existing active custom strategy should stay the only active one, got %+v", activeNames)
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}
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}
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