Files
QuanTAlib/lib/trends_IIR/qema/Qema.Tests.cs
T
2026-01-25 16:01:45 -08:00

562 lines
17 KiB
C#

namespace QuanTAlib.Tests;
public class QemaTests
{
[Fact]
public void Qema_Constructor_Period_ValidatesInput()
{
Assert.Throws<ArgumentOutOfRangeException>(() => new Qema(0));
Assert.Throws<ArgumentOutOfRangeException>(() => new Qema(-1));
var qema = new Qema(10);
Assert.NotNull(qema);
}
[Fact]
public void Qema_Calc_ReturnsValue()
{
var qema = new Qema(10);
Assert.Equal(0, qema.Last.Value);
TValue result = qema.Update(new TValue(DateTime.UtcNow, 100));
Assert.True(result.Value > 0);
Assert.Equal(result.Value, qema.Last.Value);
}
[Fact]
public void Qema_Calc_IsNew_AcceptsParameter()
{
var qema = new Qema(10);
qema.Update(new TValue(DateTime.UtcNow, 100), isNew: true);
double value1 = qema.Last.Value;
qema.Update(new TValue(DateTime.UtcNow, 105), isNew: true);
double value2 = qema.Last.Value;
// Values should change with new bars
Assert.NotEqual(value1, value2);
}
[Fact]
public void Qema_Calc_IsNew_False_UpdatesValue()
{
var qema = new Qema(10);
qema.Update(new TValue(DateTime.UtcNow, 100));
qema.Update(new TValue(DateTime.UtcNow, 110), isNew: true);
double beforeUpdate = qema.Last.Value;
qema.Update(new TValue(DateTime.UtcNow, 120), isNew: false);
double afterUpdate = qema.Last.Value;
// Update should change the value
Assert.NotEqual(beforeUpdate, afterUpdate);
}
[Fact]
public void Qema_Reset_ClearsState()
{
var qema = new Qema(10);
qema.Update(new TValue(DateTime.UtcNow, 100));
qema.Update(new TValue(DateTime.UtcNow, 105));
double valueBefore = qema.Last.Value;
qema.Reset();
Assert.Equal(0, qema.Last.Value);
// After reset, should accept new values
qema.Update(new TValue(DateTime.UtcNow, 50));
Assert.NotEqual(0, qema.Last.Value);
Assert.NotEqual(valueBefore, qema.Last.Value);
}
[Fact]
public void Qema_Properties_Accessible()
{
var qema = new Qema(10);
Assert.Equal(0, qema.Last.Value);
Assert.False(qema.IsHot);
qema.Update(new TValue(DateTime.UtcNow, 100));
Assert.NotEqual(0, qema.Last.Value);
}
[Fact]
public void Qema_IsHot_BecomesTrueWithSufficientData()
{
var qema = new Qema(10);
// Initially IsHot should be false
Assert.False(qema.IsHot);
int steps = 0;
while (!qema.IsHot && steps < 1000)
{
qema.Update(new TValue(DateTime.UtcNow, 100));
steps++;
}
Assert.True(qema.IsHot);
Assert.True(steps > 0);
}
[Fact]
public void Qema_IsHot_IsPeriodDependent()
{
int[] periods = [10, 20, 50];
int[] warmupSteps = new int[periods.Length];
for (int i = 0; i < periods.Length; i++)
{
int period = periods[i];
var qema = new Qema(period);
int steps = 0;
while (!qema.IsHot && steps < 500)
{
qema.Update(new TValue(DateTime.UtcNow, 100));
steps++;
}
warmupSteps[i] = steps;
}
// Verify warmup times increase with period
Assert.True(warmupSteps[0] < warmupSteps[1], $"Period 10 ({warmupSteps[0]}) should be less than Period 20 ({warmupSteps[1]})");
Assert.True(warmupSteps[1] < warmupSteps[2], $"Period 20 ({warmupSteps[1]}) should be less than Period 50 ({warmupSteps[2]})");
}
[Fact]
public void Qema_IterativeCorrections_RestoreToOriginalState()
{
var qema = new Qema(10);
var gbm = new GBM(startPrice: 100.0, mu: 0.02, sigma: 0.1);
// Feed 10 new values
TValue tenthInput = default;
for (int i = 0; i < 10; i++)
{
var bar = gbm.Next(isNew: true);
tenthInput = new TValue(bar.Time, bar.Close);
qema.Update(tenthInput, isNew: true);
}
// Remember QEMA state after 10 values
double qemaAfterTen = qema.Last.Value;
// Generate 9 corrections with isNew=false (different values)
for (int i = 0; i < 9; i++)
{
var bar = gbm.Next(isNew: false);
qema.Update(new TValue(bar.Time, bar.Close), isNew: false);
}
// Feed the remembered 10th input again with isNew=false
TValue finalQema = qema.Update(tenthInput, isNew: false);
// QEMA should match the original state after 10 values
Assert.Equal(qemaAfterTen, finalQema.Value, 1e-10);
}
[Fact]
public void Qema_BatchCalc_MatchesIterativeCalc()
{
var qemaIterative = new Qema(10);
var qemaBatch = new Qema(10);
var gbm = new GBM(startPrice: 100.0, mu: 0.02, sigma: 0.1);
// Generate data
var series = new TSeries();
for (int i = 0; i < 100; i++)
{
var bar = gbm.Next(isNew: true);
series.Add(bar.Time, bar.Close);
}
Assert.True(series.Count > 0);
// Calculate iteratively
var iterativeResults = new TSeries();
foreach (var item in series)
{
iterativeResults.Add(qemaIterative.Update(item));
}
// Calculate batch
var batchResults = qemaBatch.Update(series);
// Compare
Assert.Equal(iterativeResults.Count, batchResults.Count);
for (int i = 0; i < iterativeResults.Count; i++)
{
Assert.Equal(iterativeResults[i].Value, batchResults[i].Value, 1e-10);
Assert.Equal(iterativeResults[i].Time, batchResults[i].Time);
}
}
[Fact]
public void Qema_NaN_Input_UsesLastValidValue()
{
var qema = new Qema(10);
// Feed some valid values
qema.Update(new TValue(DateTime.UtcNow, 100));
qema.Update(new TValue(DateTime.UtcNow, 110));
// Feed NaN - should use last valid value (110)
var resultAfterNaN = qema.Update(new TValue(DateTime.UtcNow, double.NaN));
// Result should be finite (not NaN)
Assert.True(double.IsFinite(resultAfterNaN.Value));
Assert.NotEqual(0, resultAfterNaN.Value);
}
[Fact]
public void Qema_Infinity_Input_UsesLastValidValue()
{
var qema = new Qema(10);
// Feed some valid values
qema.Update(new TValue(DateTime.UtcNow, 100));
qema.Update(new TValue(DateTime.UtcNow, 110));
// Feed positive infinity - should use last valid value
var resultAfterPosInf = qema.Update(new TValue(DateTime.UtcNow, double.PositiveInfinity));
Assert.True(double.IsFinite(resultAfterPosInf.Value));
// Feed negative infinity - should use last valid value
var resultAfterNegInf = qema.Update(new TValue(DateTime.UtcNow, double.NegativeInfinity));
Assert.True(double.IsFinite(resultAfterNegInf.Value));
}
[Fact]
public void Qema_MultipleNaN_ContinuesWithLastValid()
{
var qema = new Qema(10);
// Feed valid values
qema.Update(new TValue(DateTime.UtcNow, 100));
qema.Update(new TValue(DateTime.UtcNow, 110));
qema.Update(new TValue(DateTime.UtcNow, 120));
// Feed multiple NaN values
var r1 = qema.Update(new TValue(DateTime.UtcNow, double.NaN));
var r2 = qema.Update(new TValue(DateTime.UtcNow, double.NaN));
var r3 = qema.Update(new TValue(DateTime.UtcNow, double.NaN));
// All results should be finite
Assert.True(double.IsFinite(r1.Value));
Assert.True(double.IsFinite(r2.Value));
Assert.True(double.IsFinite(r3.Value));
}
[Fact]
public void Qema_BatchCalc_HandlesNaN()
{
var qema = new Qema(10);
// Create series with NaN values interspersed
var series = new TSeries();
series.Add(DateTime.UtcNow.Ticks, 100);
series.Add(DateTime.UtcNow.Ticks + 1, 110);
series.Add(DateTime.UtcNow.Ticks + 2, double.NaN);
series.Add(DateTime.UtcNow.Ticks + 3, 120);
series.Add(DateTime.UtcNow.Ticks + 4, double.PositiveInfinity);
series.Add(DateTime.UtcNow.Ticks + 5, 130);
var results = qema.Update(series);
// All results should be finite
foreach (var result in results)
{
Assert.True(double.IsFinite(result.Value), $"Expected finite value but got {result.Value}");
}
}
[Fact]
public void Qema_Reset_ClearsLastValidValue()
{
var qema = new Qema(10);
// Feed values including NaN
qema.Update(new TValue(DateTime.UtcNow, 100));
qema.Update(new TValue(DateTime.UtcNow, double.NaN));
// Reset
qema.Reset();
// After reset, first valid value should establish new baseline
var result = qema.Update(new TValue(DateTime.UtcNow, 50));
Assert.Equal(50.0, result.Value, 1e-10);
}
// ============== Span API Tests ==============
[Fact]
public void Qema_SpanBatch_Period_ValidatesInput()
{
double[] source = [1, 2, 3, 4, 5];
double[] output = new double[5];
double[] wrongSizeOutput = new double[3];
// Period must be > 0
Assert.Throws<ArgumentOutOfRangeException>(() => Qema.Batch(source.AsSpan(), output.AsSpan(), 0));
Assert.Throws<ArgumentOutOfRangeException>(() => Qema.Batch(source.AsSpan(), output.AsSpan(), -1));
// Output must be same length as source
Assert.Throws<ArgumentException>(() => Qema.Batch(source.AsSpan(), wrongSizeOutput.AsSpan(), 3));
}
[Fact]
public void Qema_SpanBatch_MatchesTSeriesBatch()
{
var series = new TSeries();
double[] source = new double[100];
double[] output = new double[100];
var gbm = new GBM(startPrice: 100.0, mu: 0.02, sigma: 0.1, seed: 42);
for (int i = 0; i < 100; i++)
{
var bar = gbm.Next(isNew: true);
source[i] = bar.Close;
series.Add(bar.Time, bar.Close);
}
// Calculate with TSeries API
var tseriesResult = Qema.Batch(series, 10);
// Calculate with Span API
Qema.Batch(source.AsSpan(), output.AsSpan(), 10);
// Compare results
for (int i = 0; i < 100; i++)
{
Assert.Equal(tseriesResult[i].Value, output[i], 1e-9);
}
}
[Fact]
public void Qema_SpanBatch_ZeroAllocation()
{
double[] source = new double[10000];
double[] output = new double[10000];
var gbm = new GBM(startPrice: 100, mu: 0.05, sigma: 0.2, seed: 42);
for (int i = 0; i < source.Length; i++)
{
source[i] = gbm.Next().Close;
}
// Warm up
Qema.Batch(source.AsSpan(), output.AsSpan(), 100);
// This test verifies the method runs without throwing
Assert.True(double.IsFinite(output[^1]));
}
[Fact]
public void Qema_SpanBatch_HandlesNaN()
{
double[] source = [100, 110, double.NaN, 120, 130];
double[] output = new double[5];
Qema.Batch(source.AsSpan(), output.AsSpan(), 3);
// All outputs should be finite
foreach (var val in output)
{
Assert.True(double.IsFinite(val), $"Expected finite value but got {val}");
}
}
[Fact]
public void Qema_SpanBatch_BiasCorrection_Works()
{
double[] source = [100, 100, 100, 100, 100];
double[] output = new double[5];
Qema.Batch(source.AsSpan(), output.AsSpan(), 3);
// With bias correction, first value should equal input (zero lag for constant)
Assert.Equal(100.0, output[0], 1e-10);
// All values should converge to 100 since input is constant
foreach (var val in output)
{
Assert.Equal(100.0, val, 1e-9);
}
}
[Fact]
public void Chainability_Works()
{
var source = new TSeries();
var qema = new Qema(source, 10);
source.Add(new TValue(DateTime.UtcNow, 100));
Assert.Equal(100, qema.Last.Value, 1e-10);
}
[Fact]
public void Prime_SetsStateCorrectly()
{
var qema = new Qema(5);
double[] history = [10, 20, 30, 40, 50];
qema.Prime(history);
// Verify against a fresh QEMA fed with same data
var verifyQema = new Qema(5);
foreach (var val in history)
{
verifyQema.Update(new TValue(DateTime.UtcNow, val));
}
Assert.Equal(verifyQema.Last.Value, qema.Last.Value, 1e-10);
Assert.Equal(verifyQema.IsHot, qema.IsHot);
// Verify it continues correctly
qema.Update(new TValue(DateTime.UtcNow, 60));
verifyQema.Update(new TValue(DateTime.UtcNow, 60));
Assert.Equal(verifyQema.Last.Value, qema.Last.Value, 1e-10);
}
[Fact]
public void Prime_HandlesNaN_InHistory()
{
var qema = new Qema(5);
double[] history = [10, 20, double.NaN, 40, 50];
qema.Prime(history);
var verifyQema = new Qema(5);
foreach (var val in history)
{
verifyQema.Update(new TValue(DateTime.UtcNow, val));
}
Assert.Equal(verifyQema.Last.Value, qema.Last.Value, 1e-10);
}
[Fact]
public void Prime_ThenUpdate_StateWorksCorrectly()
{
var qema = new Qema(5);
double[] history = [10, 20, 30, 40, 50];
qema.Prime(history);
double afterPrime = qema.Last.Value;
// After Prime, an isNew=true should advance the state
qema.Update(new TValue(DateTime.UtcNow, 60), isNew: true);
double afterNewBar = qema.Last.Value;
// Values should be different
Assert.NotEqual(afterPrime, afterNewBar);
// isNew=false with a different value should recalculate from previous state
qema.Update(new TValue(DateTime.UtcNow, 70), isNew: false);
double afterCorrection = qema.Last.Value;
// Correction with 70 should give different result than 60
Assert.NotEqual(afterNewBar, afterCorrection);
// isNew=false with original value (60) should restore to afterNewBar
qema.Update(new TValue(DateTime.UtcNow, 60), isNew: false);
Assert.Equal(afterNewBar, qema.Last.Value, 1e-10);
}
[Fact]
public void Qema_AllModes_ProduceSameResult()
{
// Arrange
int period = 10;
var gbm = new GBM(startPrice: 100, mu: 0.05, sigma: 0.2, seed: 123);
var bars = gbm.Fetch(1000, DateTime.UtcNow.Ticks, TimeSpan.FromMinutes(1));
var series = bars.Close;
// 1. Batch Mode
var batchSeries = Qema.Batch(series, period);
double expected = batchSeries.Last.Value;
// 2. Span Mode
var tValues = series.Values.ToArray();
var spanInput = new ReadOnlySpan<double>(tValues);
var spanOutput = new double[tValues.Length];
Qema.Batch(spanInput, spanOutput, period);
double spanResult = spanOutput[^1];
// 3. Streaming Mode
var streamingInd = new Qema(period);
for (int i = 0; i < series.Count; i++)
{
streamingInd.Update(series[i]);
}
double streamingResult = streamingInd.Last.Value;
// 4. Eventing Mode
var pubSource = new TSeries();
var eventingInd = new Qema(pubSource, period);
for (int i = 0; i < series.Count; i++)
{
pubSource.Add(series[i]);
}
double eventingResult = eventingInd.Last.Value;
// Assert
Assert.Equal(expected, spanResult, precision: 9);
Assert.Equal(expected, streamingResult, precision: 9);
Assert.Equal(expected, eventingResult, precision: 9);
}
[Fact]
public void Qema_ZeroLag_WithConstantInput()
{
// QEMA should produce zero DC lag for constant input
var qema = new Qema(20);
// Feed constant values
for (int i = 0; i < 100; i++)
{
qema.Update(new TValue(DateTime.UtcNow, 100));
}
// With zero DC lag, output should equal input for constant signal
Assert.Equal(100.0, qema.Last.Value, 1e-9);
}
[Fact]
public void Qema_ProgressiveAlphas_ProduceDifferentFromTema()
{
// QEMA uses progressive alphas, not fixed alpha like TEMA
// Results should differ from simple quad EMA with same alpha
var qema = new Qema(20);
var gbm = new GBM(startPrice: 100, mu: 0.02, sigma: 0.15, seed: 999);
var values = new List<double>();
for (int i = 0; i < 50; i++)
{
var bar = gbm.Next();
var result = qema.Update(new TValue(bar.Time, bar.Close));
values.Add(result.Value);
}
// All values should be finite
Assert.All(values, v => Assert.True(double.IsFinite(v)));
// QEMA output should be smooth (no wild jumps)
for (int i = 1; i < values.Count; i++)
{
double change = Math.Abs(values[i] - values[i - 1]);
Assert.True(change < 20, $"Change at index {i} is {change}, expected < 20");
}
}
}