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Report small-account cash substitutions #88

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Merged
Pigbibi merged 1 commit into from
Jun 9, 2026
Merged

Report small-account cash substitutions #88

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2 changes: 1 addition & 1 deletion src/quant_platform_kit/common/small_account_compatibility.py
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Original file line number Diff line number Diff line change
Expand Up @@ -147,7 +147,7 @@ def apply_small_account_cash_compatibility(
safe_haven_substituted.append(symbol)

notes: list[dict[str, object]] = []
if safe_haven_substituted:
if substituted:
normalized_targets = {
_normalize_symbol(symbol): float(value or 0.0)
for symbol, value in dict(target_values or {}).items()
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16 changes: 13 additions & 3 deletions tests/test_small_account_compatibility.py
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Expand Up @@ -68,7 +68,17 @@ def test_keeps_safe_haven_when_cash_projection_exceeds_small_account_limit(self)
self.assertEqual(result.targets["BOXX"], 5000.0)
self.assertEqual(result.whole_share_substituted_symbols, ("SOXX",))
self.assertEqual(result.safe_haven_cash_substituted_symbols, ())
self.assertEqual(result.cash_substitution_notes, ())
self.assertEqual(
result.cash_substitution_notes,
(
{
"symbol": "SOXX",
"target_value": 163.14,
"price": 504.60,
"cash_symbols": (),
},
),
)

def test_formats_cash_substitution_notes_through_i18n(self):
messages = format_small_account_cash_substitution_notes(
Expand All @@ -85,7 +95,7 @@ def test_formats_cash_substitution_notes_through_i18n(self):
"buy_deferred": "ℹ️ [买入说明] {detail}",
"buy_deferred_small_account_cash_substitution": (
"{symbol} 目标金额 ${diff} 低于 1 股价格 ${price}；"
"为避免超过目标仓位，小账户本轮保留现金，不回补 {cash_symbols}"
"为避免超过目标仓位，本轮保留现金（现金替代：{cash_symbols}）"
),
}.get(key, key).format(**kwargs),
)
Expand All @@ -94,7 +104,7 @@ def test_formats_cash_substitution_notes_through_i18n(self):
messages,
(
"ℹ️ [买入说明] SOXX.US 目标金额 $163.14 低于 1 股价格 $504.60；"
"为避免超过目标仓位，小账户本轮保留现金，不回补 BOXX.US",
"为避免超过目标仓位，本轮保留现金（现金替代：BOXX.US）",
),
)

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