12b34929d7
- new energy_irpc collector parsing IRPC performance-highlights table (net profit/EBITDA/ROE margins, latest period 3M26: +10.27%) - factor energy_irpc_net_margin (sign +1) wired into refining_energy/ exploration/utilities, extending the energy theme beyond TOP - scheduler job + dashboard fetch + sources table row (now 9 sources) - tests: parse (incl paren-negatives), value-key resolution, direction; suite 368 OK. Independent review passed: true - Phase B feasibility: REIC/EPPO/NBTC/PTTEP are JS-rendered or anti-bot (recorded deferred in plan); IRPC was the clean server-rendered win
106 lines
4.5 KiB
Python
106 lines
4.5 KiB
Python
"""Tests for the IRPC refining-margin collector + theme wiring."""
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from __future__ import annotations
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import unittest
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from app import energy_irpc, themes
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from app.energy_irpc import EnergyIrpcSnapshot, parse_energy_irpc_html
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_PERF_HTML = """<table>
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<tr><td>Financial Highlights</td><td>2024</td><td>2025</td><td>3M26</td></tr>
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<tr><td>Current Assets</td><td>56,999</td><td>67,086</td><td>101,978</td></tr>
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<tr><td>Total Assets</td><td>184,555</td><td>187,383</td><td>217,356</td></tr>
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<tr><td>EBITDA Margin</td><td>1.42%</td><td>2.22%</td><td>19.19%</td></tr>
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<tr><td>Net Profit Margin</td><td>(1.65%)</td><td>(1.28%)</td><td>10.27%</td></tr>
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<tr><td>Return on Equity</td><td>(7.12%)</td><td>(5.26%)</td><td>7.75%</td></tr>
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</table>"""
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class EnergyIrpcParseTest(unittest.TestCase):
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def test_parses_margins(self):
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snap = parse_energy_irpc_html(_PERF_HTML)
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self.assertIsInstance(snap, EnergyIrpcSnapshot)
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self.assertEqual(snap.columns, ["2024", "2025", "3M26"])
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self.assertEqual(snap.net_margin_pct, 10.27)
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self.assertEqual(snap.ebitda_margin_pct, 19.19)
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self.assertEqual(snap.roe_pct, 7.75)
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# latest period is the last column
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self.assertEqual(snap.period, "3M26")
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def test_parses_negative_parens(self):
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# "(1.65%)" -> -1.65
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snap = parse_energy_irpc_html(_PERF_HTML)
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# net_margin picks the LAST column (3M26, +10.27), not the negative one;
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# verify the paren parser separately on a table where the last col is negative
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html_neg = _PERF_HTML.replace("<td>10.27%</td>", "<td>(3.20%)</td>")
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snap2 = parse_energy_irpc_html(html_neg)
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self.assertEqual(snap2.net_margin_pct, -3.20)
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def test_to_dict_full(self):
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d = parse_energy_irpc_html(_PERF_HTML).to_dict()
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self.assertIn("net_margin_pct", d)
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self.assertIn("period", d)
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self.assertIn("source", d)
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def test_missing_values_raise(self):
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html_no = "<table><tr><td>Nothing</td><td>1</td></tr></table>"
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with self.assertRaises(energy_irpc.EnergyIrpcError):
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parse_energy_irpc_html(html_no)
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def test_every_factor_value_key_resolves(self):
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from app import factors
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keys = set(EnergyIrpcSnapshot().to_dict().keys())
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for fkey, fact in factors.FACTORS.items():
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if fact.get("fetch") != "energy_irpc":
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continue
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self.assertIn(
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fact.get("value_key"), keys,
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f"factor {fkey!r} value_key not emitted by energy_irpc",
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)
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class EnergyIrpcThemeDirectionTest(unittest.TestCase):
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"""IRPC margin must move energy themes the intended (bullish) direction."""
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@staticmethod
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def _fetched(**irpc):
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base = {
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"macro_thai": {
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"private_consumption_yoy": 4.9, "private_investment_yoy": 18.1,
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"headline_inflation_yoy": 1.95, "core_inflation_yoy": 1.0,
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"unemployment_pct": 1.0, "manufacturing_yoy": -3.1,
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"tourists_ytd_mn": 16.2,
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},
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"auto_credit": {"new_car_sales_yoy": 20.07, "vehicle_production": 117383.0,
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"auto_exports": 81526.0},
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"auto_npl": {"pct_of_npls": 3.0},
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"bank_npl": {"pct_of_npls": 1.0},
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"energy_thai": {"quarterly": {"Q1/2026": {"net_profit": 19481.0, "sales": 114809.0}}},
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"energy_irpc": {"net_margin_pct": irpc.get("net", 0.0)},
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"thai_trade": {"current_account_usdm": 500.0, "exports_usdm": 34000.0,
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"imports_usdm": 38000.0},
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"te_thailand": {
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"interest_rate_pct": 1.5, "loans_to_fin_corp": 10000000.0,
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"consumer_credit_thbmn": 5000000.0, "household_debt_gdp_pct": 85.0,
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"retail_sales_yoy": 0.0, "consumer_confidence": 50.0,
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"property_prices_yoy": 0.0, "business_confidence": 50.0,
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},
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}
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# refresh energy_irpc from kwargs (neutral default 0.0 used above)
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base["energy_irpc"] = {"net_margin_pct": irpc.get("net", 0.0)}
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return base
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def test_higher_irpc_margin_raises_energy_themes(self):
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from app import themes
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low = themes.compute_theme_surprises(self._fetched(net=-3.0))
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high = themes.compute_theme_surprises(self._fetched(net=10.0))
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self.assertGreater(high["refining_energy"], low["refining_energy"])
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self.assertGreater(high["exploration"], low["exploration"])
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self.assertGreater(high["utilities"], low["utilities"])
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if __name__ == "__main__":
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unittest.main()
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