Initial commit: 可转债轮动分析系统

- 实时行情：东财push2主源 + 腾讯批量报价备用源（自动切换）
- 历史K线：东财push2his主源 + 腾讯web子域备用源（含熔断机制）
- 增量同步：支持 -incr/-since 参数按存档日期增量入库
- 策略回测：净值曲线/10指标/基准对比，含基本面过滤
- 用户认证：用户名密码 + 邮箱验证码双登录方式
- 前端：三Tab SPA（实时行情/策略回测/数据管理）

internal/backtest/account_test.go

@@ -0,0 +1,159 @@
+package backtest
+
+import (
+	"math"
+	"testing"
+)
+
+// mockPrice 返回一个简单的价格函数，所有标的固定价格。
+func mockPrice(price float64) priceFn {
+	return func(code, date string) (float64, bool) {
+		return price, true
+	}
+}
+
+// mockPriceMap 返回按 code 返回不同价格的价格函数。
+func mockPriceMap(prices map[string]float64) priceFn {
+	return func(code, date string) (float64, bool) {
+		p, ok := prices[code]
+		return p, ok
+	}
+}
+
+func TestNewAccount(t *testing.T) {
+	params := DefaultParams()
+	params.InitialCash = 200000
+	a := NewAccount(params)
+	if a.cash != 200000 {
+		t.Errorf("cash: expected 200000, got %f", a.cash)
+	}
+	if a.equity != 200000 {
+		t.Errorf("equity: expected 200000, got %f", a.equity)
+	}
+	if len(a.holdings) != 0 {
+		t.Errorf("holdings: expected empty, got %d", len(a.holdings))
+	}
+}
+
+func TestMarkToMarket_NoHoldings(t *testing.T) {
+	a := NewAccount(DefaultParams())
+	a.MarkToMarket("2020-01-02", mockPrice(100))
+	if a.equity != 100000 {
+		t.Errorf("equity: expected 100000, got %f", a.equity)
+	}
+	if len(a.curve) != 1 {
+		t.Errorf("curve: expected 1 point, got %d", len(a.curve))
+	}
+	if a.curve[0].Return != 0 {
+		t.Errorf("return: expected 0, got %f", a.curve[0].Return)
+	}
+}
+
+func TestMarkToMarket_WithHoldings(t *testing.T) {
+	a := NewAccount(DefaultParams())
+	// 手动设置持仓：100 张，每张 100 元
+	a.holdings["113001"] = 100
+	a.MarkToMarket("2020-01-02", mockPrice(100))
+	// equity = cash(100000) + 100*100 = 110000
+	expected := 100000.0 + 100*100
+	if math.Abs(a.equity-expected) > 0.001 {
+		t.Errorf("equity: expected %f, got %f", expected, a.equity)
+	}
+	// return = 110000/100000 - 1 = 0.1
+	if math.Abs(a.curve[0].Return-0.1) > 0.001 {
+		t.Errorf("return: expected 0.1, got %f", a.curve[0].Return)
+	}
+}
+
+func TestRebalance_BuyOnly(t *testing.T) {
+	params := Params{
+		InitialCash: 100000,
+		Commission:  0,
+		Slippage:    0,
+	}
+	a := NewAccount(params)
+
+	targets := []Target{
+		{Code: "113001", Weight: 0.5},
+		{Code: "113002", Weight: 0.5},
+	}
+
+	prices := map[string]float64{"113001": 100, "113002": 120}
+	a.Rebalance("2020-01-02", targets, mockPriceMap(prices))
+
+	// 总权益 100000
+	// 113001: 50000 / (100*10) = 50 手 = 500 张, cost = 500*100 = 50000
+	// 113002: 50000 / (120*10) = 41.67 → 41 手 = 410 张, cost = 410*120 = 49200
+	// 剩余现金 = 100000 - 50000 - 49200 = 800
+	if a.holdings["113001"] != 500 {
+		t.Errorf("113001 holdings: expected 500, got %f", a.holdings["113001"])
+	}
+	if a.holdings["113002"] != 410 {
+		t.Errorf("113002 holdings: expected 410, got %f", a.holdings["113002"])
+	}
+	if math.Abs(a.cash-800) > 0.01 {
+		t.Errorf("cash: expected 800, got %f", a.cash)
+	}
+}
+
+func TestRebalance_NoTargets(t *testing.T) {
+	a := NewAccount(DefaultParams())
+	a.holdings["113001"] = 100
+	a.Rebalance("2020-01-02", nil, mockPrice(100))
+	// 无目标 → 全部卖出
+	if a.holdings["113001"] != 0 {
+		t.Errorf("holdings should be sold, got %f", a.holdings["113001"])
+	}
+}
+
+func TestRebalance_SellOnly(t *testing.T) {
+	params := Params{
+		InitialCash: 100000,
+		Commission:  0,
+		Slippage:    0,
+	}
+	a := NewAccount(params)
+	a.holdings["113001"] = 500
+	// 目标：只持有 113002，权重 1.0
+	targets := []Target{{Code: "113002", Weight: 1.0}}
+	prices := map[string]float64{"113001": 100, "113002": 100}
+	a.Rebalance("2020-01-02", targets, mockPriceMap(prices))
+
+	// 113001 应被全部卖出
+	if _, ok := a.holdings["113001"]; ok {
+		t.Errorf("113001 should be sold")
+	}
+	// 113002 应被买入
+	if a.holdings["113002"] <= 0 {
+		t.Errorf("113002 should be bought")
+	}
+}
+
+func TestLots(t *testing.T) {
+	if lots(5.7) != 5 {
+		t.Errorf("lots(5.7): expected 5, got %f", lots(5.7))
+	}
+	if lots(10.0) != 10 {
+		t.Errorf("lots(10.0): expected 10, got %f", lots(10.0))
+	}
+	if lots(0.3) != 0 {
+		t.Errorf("lots(0.3): expected 0, got %f", lots(0.3))
+	}
+}
+
+func TestEquity_InitialValue(t *testing.T) {
+	a := NewAccount(DefaultParams())
+	if a.Equity() != 100000 {
+		t.Errorf("initial equity: expected 100000, got %f", a.Equity())
+	}
+}
+
+func TestCurve_Accumulation(t *testing.T) {
+	a := NewAccount(DefaultParams())
+	a.MarkToMarket("2020-01-02", mockPrice(100))
+	a.MarkToMarket("2020-01-03", mockPrice(100))
+	c := a.Curve()
+	if len(c) != 2 {
+		t.Errorf("curve length: expected 2, got %d", len(c))
+	}
+}