mirror of
https://github.com/Zproger/Aurum.git
synced 2026-10-13 11:06:40 +07:00
0134cdb6bf
Один чек часто смешивает несколько категорий трат (гипермаркет: часть — продукты, часть — бытовая химия). Раньше такую транзакцию приходилось огрублять до одной категории или дробить вручную на несколько записей. Теперь у транзакции есть второй режим: 2+ доли (TransactionSplit) с суммами по разным категориям, которые обязаны в точности складываться в сумму транзакции. - Новая модель TransactionSplit + миграция. - split_rule_violation() проверяет инварианты на создании и редактировании. - category_rollup.py — общий helper, которым теперь пользуются Dashboard, отчёт по категориям и бюджеты, учитывая доли сплитов наравне с обычными транзакциями. - Фильтр по категории в списке транзакций находит и сплит-транзакции. - Сплиты попадают в полный бэкап/восстановление БД. - 13 новых backend-тестов. - Фронтенд: переключатель «Разбить на несколько категорий» в форме транзакции с повторяемыми строками и индикатором остатка суммы; строка транзакции в списке показывает все категории сплита.
159 lines
6.8 KiB
Python
159 lines
6.8 KiB
Python
"""Dashboard summary: the arithmetic and month-scoping behind the Overview
|
|
page's four stat cards and the spending-by-category donut.
|
|
"""
|
|
from decimal import Decimal
|
|
|
|
from httpx import AsyncClient
|
|
|
|
from tests.helpers import money, txn_payload as _txn
|
|
|
|
|
|
async def test_summary_is_zero_for_a_month_with_no_transactions(client: AsyncClient):
|
|
resp = await client.get("/dashboard/summary", params={"year": 2030, "month": 1})
|
|
body = resp.json()
|
|
assert money(body["real_income"]) == 0
|
|
assert money(body["spent"]) == 0
|
|
assert money(body["net"]) == 0
|
|
assert body["spending_by_category"] == []
|
|
|
|
|
|
async def test_income_expense_and_net_only_count_the_selected_month(client: AsyncClient, account_id, categories):
|
|
groceries = categories["Groceries"]["id"]
|
|
salary = categories["Salary"]["id"]
|
|
|
|
# In scope: August 2026.
|
|
await client.post(
|
|
"/transactions", json=_txn(account_id, type="income", amount="3000.00", category_id=salary, date="2026-08-01")
|
|
)
|
|
await client.post(
|
|
"/transactions", json=_txn(account_id, type="expense", amount="1200.00", category_id=groceries, date="2026-08-20")
|
|
)
|
|
# Out of scope: same categories, different month — must not leak in.
|
|
await client.post(
|
|
"/transactions", json=_txn(account_id, type="income", amount="9999.00", category_id=salary, date="2026-07-31")
|
|
)
|
|
await client.post(
|
|
"/transactions", json=_txn(account_id, type="expense", amount="9999.00", category_id=groceries, date="2026-09-01")
|
|
)
|
|
|
|
resp = await client.get("/dashboard/summary", params={"year": 2026, "month": 8})
|
|
body = resp.json()
|
|
assert money(body["real_income"]) == Decimal("3000.00")
|
|
assert money(body["spent"]) == Decimal("1200.00")
|
|
assert money(body["net"]) == Decimal("1800.00")
|
|
|
|
|
|
async def test_transfers_are_excluded_from_income_and_spent(client: AsyncClient, account_id, categories):
|
|
other = await client.post("/accounts", json={"name": "Savings", "type": "savings", "currency": "USD"})
|
|
other_id = other.json()["id"]
|
|
await client.post(
|
|
"/transactions",
|
|
json=_txn(account_id, type="transfer", amount="500.00", transfer_account_id=other_id, date="2026-08-05"),
|
|
)
|
|
await client.post(
|
|
"/transactions",
|
|
json=_txn(account_id, type="income", amount="100.00", category_id=categories["Salary"]["id"], date="2026-08-05"),
|
|
)
|
|
|
|
resp = await client.get("/dashboard/summary", params={"year": 2026, "month": 8})
|
|
body = resp.json()
|
|
assert money(body["real_income"]) == Decimal("100.00")
|
|
assert money(body["spent"]) == 0
|
|
assert money(body["transferred_out"]) == Decimal("500.00")
|
|
|
|
|
|
async def test_spending_by_category_amounts_and_percent(client: AsyncClient, account_id, categories):
|
|
groceries = categories["Groceries"]["id"]
|
|
dining = categories["Dining Out"]["id"]
|
|
await client.post(
|
|
"/transactions", json=_txn(account_id, amount="75.00", category_id=groceries, date="2026-08-01")
|
|
)
|
|
await client.post(
|
|
"/transactions", json=_txn(account_id, amount="25.00", category_id=dining, date="2026-08-02")
|
|
)
|
|
|
|
resp = await client.get("/dashboard/summary", params={"year": 2026, "month": 8})
|
|
breakdown = {row["name"]: row for row in resp.json()["spending_by_category"]}
|
|
|
|
assert money(breakdown["Groceries"]["amount"]) == Decimal("75.00")
|
|
assert breakdown["Groceries"]["percent"] == 75.0
|
|
assert money(breakdown["Dining Out"]["amount"]) == Decimal("25.00")
|
|
assert breakdown["Dining Out"]["percent"] == 25.0
|
|
|
|
|
|
async def test_subcategory_spending_rolls_up_into_its_parent(client: AsyncClient, account_id, categories):
|
|
groceries = categories["Groceries"]["id"]
|
|
alcohol = await client.post(
|
|
"/categories", json={"name": "Alcohol", "kind": "expense", "color": "#e34948", "parent_id": groceries}
|
|
)
|
|
alcohol_id = alcohol.json()["id"]
|
|
|
|
await client.post("/transactions", json=_txn(account_id, amount="60.00", category_id=groceries, date="2026-08-01"))
|
|
await client.post("/transactions", json=_txn(account_id, amount="15.00", category_id=alcohol_id, date="2026-08-02"))
|
|
|
|
resp = await client.get("/dashboard/summary", params={"year": 2026, "month": 8})
|
|
breakdown = {row["name"]: row for row in resp.json()["spending_by_category"]}
|
|
|
|
assert "Alcohol" not in breakdown
|
|
assert money(breakdown["Groceries"]["amount"]) == Decimal("75.00")
|
|
|
|
|
|
async def test_more_than_eight_expense_categories_roll_up_into_other(client: AsyncClient, account_id, categories):
|
|
expense_categories = [c for c in categories.values() if c["kind"] == "expense"]
|
|
# The default seed only ships 8 expense categories (see app/db/seed.py) —
|
|
# add a 9th ourselves rather than depending on that number ever changing.
|
|
extra = await client.post(
|
|
"/categories", json={"name": "Extra Expense", "kind": "expense", "color": "#123456", "sort_order": 99}
|
|
)
|
|
expense_categories.append(extra.json())
|
|
assert len(expense_categories) == 9
|
|
|
|
# Distinct amounts so we can tell which ones survive as their own slice.
|
|
for index, category in enumerate(expense_categories[:9]):
|
|
await client.post(
|
|
"/transactions",
|
|
json=_txn(account_id, amount=f"{(9 - index) * 10}.00", category_id=category["id"], date="2026-08-01"),
|
|
)
|
|
|
|
resp = await client.get("/dashboard/summary", params={"year": 2026, "month": 8})
|
|
breakdown = resp.json()["spending_by_category"]
|
|
|
|
assert len(breakdown) == 9 # 8 explicit categories + one "Other" rollup
|
|
other = [row for row in breakdown if row["category_id"] is None]
|
|
assert len(other) == 1
|
|
assert other[0]["name"] == "Other"
|
|
# The 9th (smallest, index 8) category's 10.00 must be folded into Other,
|
|
# not silently dropped from the total.
|
|
assert money(other[0]["amount"]) == Decimal("10.00")
|
|
|
|
|
|
async def test_split_transaction_counts_each_split_toward_its_own_category(
|
|
client: AsyncClient, account_id, categories
|
|
):
|
|
"""A hypermarket receipt split between Groceries and Shopping must show
|
|
up as two separate slices on the donut, not one lump under whichever
|
|
category happened to be picked."""
|
|
groceries = categories["Groceries"]["id"]
|
|
shopping = categories["Shopping"]["id"]
|
|
await client.post(
|
|
"/transactions",
|
|
json=_txn(
|
|
account_id,
|
|
amount="100.00",
|
|
category_id=None,
|
|
date="2026-08-01",
|
|
splits=[
|
|
{"category_id": groceries, "amount": "70.00"},
|
|
{"category_id": shopping, "amount": "30.00"},
|
|
],
|
|
),
|
|
)
|
|
|
|
resp = await client.get("/dashboard/summary", params={"year": 2026, "month": 8})
|
|
body = resp.json()
|
|
breakdown = {row["name"]: row for row in body["spending_by_category"]}
|
|
|
|
assert money(body["spent"]) == Decimal("100.00")
|
|
assert money(breakdown["Groceries"]["amount"]) == Decimal("70.00")
|
|
assert money(breakdown["Shopping"]["amount"]) == Decimal("30.00")
|