andy
db06108d2b
Adds remaining files from parallel development: - Services: analysis, csv_reader, forecasting, normalizer, recurring - UI: recurring_view, settings_view, sidebar, themes (dark/light) - Tests: analysis, csv_reader, forecasting, import_categorize, normalizer, recurring, integration - App entry point (main.py) and CLAUDE.md 52 tests passing across all modules. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
93 lines
3.2 KiB
Python
93 lines
3.2 KiB
Python
# tests/services/test_analysis.py
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import datetime
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from sqlalchemy import create_engine
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from sqlalchemy.orm import Session
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from src.db import Base
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from src.models import *
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from src.seed import seed_categories
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from src.services.analysis import AnalysisService
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def make_session():
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engine = create_engine("sqlite:///:memory:")
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Base.metadata.create_all(engine)
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return Session(engine)
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def make_test_data(session):
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seed_categories(session)
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member = HouseholdMember(name="Andrew", relationship="self")
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session.add(member)
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session.flush()
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account = Account(name="Chase", institution="Chase", account_type="credit", owner_id=member.id)
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session.add(account)
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session.flush()
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groceries = session.query(Category).filter_by(name="Groceries").one()
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dining = session.query(Category).filter_by(name="Dining Out").one()
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txns = [
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Transaction(date=datetime.date(2026, 1, 5), amount=-50.0, description="PUBLIX", account_id=account.id, category_id=groceries.id, tag="needs"),
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Transaction(date=datetime.date(2026, 1, 12), amount=-30.0, description="ALDI", account_id=account.id, category_id=groceries.id, tag="needs"),
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Transaction(date=datetime.date(2026, 1, 20), amount=-15.0, description="CHICK-FIL-A", account_id=account.id, category_id=dining.id, tag="wants"),
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Transaction(date=datetime.date(2026, 2, 3), amount=-60.0, description="PUBLIX", account_id=account.id, category_id=groceries.id, tag="needs"),
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Transaction(date=datetime.date(2026, 2, 7), amount=-25.0, description="KFC", account_id=account.id, category_id=dining.id, tag="wants"),
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]
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session.add_all(txns)
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session.commit()
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return account, member
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def test_spending_by_month():
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session = make_session()
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make_test_data(session)
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svc = AnalysisService(session)
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result = svc.spending_by_period("month")
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assert len(result) == 2
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jan = [r for r in result if r["period"] == "2026-01"][0]
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assert jan["total"] == -95.0
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def test_spending_by_category():
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session = make_session()
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make_test_data(session)
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svc = AnalysisService(session)
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result = svc.spending_by_category(
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start=datetime.date(2026, 1, 1),
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end=datetime.date(2026, 2, 28),
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)
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groceries_row = [r for r in result if r["category"] == "Groceries"][0]
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assert groceries_row["total"] == -140.0
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def test_spending_by_tag():
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session = make_session()
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make_test_data(session)
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svc = AnalysisService(session)
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result = svc.spending_by_tag(
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start=datetime.date(2026, 1, 1),
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end=datetime.date(2026, 2, 28),
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)
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needs = [r for r in result if r["tag"] == "needs"][0]
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wants = [r for r in result if r["tag"] == "wants"][0]
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assert needs["total"] == -140.0
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assert wants["total"] == -40.0
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def test_spending_filtered_by_person():
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session = make_session()
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account, member = make_test_data(session)
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txns = session.query(Transaction).all()
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for t in txns:
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t.attributed_to_id = member.id
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session.commit()
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svc = AnalysisService(session)
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result = svc.spending_by_category(
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start=datetime.date(2026, 1, 1),
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end=datetime.date(2026, 2, 28),
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person_id=member.id,
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)
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total = sum(r["total"] for r in result)
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assert total == -180.0
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