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Two of the four ideas picked from the Maybe/Sure feature audit: - Idle cash: a 5th proactive alert flags a depository account (checking/ savings/cash) sitting at or above a configurable balance with no transaction touching it for a configurable number of days. - Category hierarchy: categories can now have one level of subcategories (Groceries -> Alcohol). Dashboard/report aggregations roll a subcategory's spending into its parent's slice. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
65 lines
2.4 KiB
Python
65 lines
2.4 KiB
Python
"""Proactive alerts (services/insights_service.py): only the idle-cash
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signal is covered here — the other three (negative cash flow, net worth
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decline, over-budget) predate this test file and aren't touched by this
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change.
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"""
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from datetime import date, timedelta
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from httpx import AsyncClient
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from tests.helpers import txn_payload as _txn
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STALE_DATE = (date.today() - timedelta(days=400)).isoformat()
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RECENT_DATE = date.today().isoformat()
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async def _alert_keys(client: AsyncClient) -> set[str]:
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resp = await client.get("/insights/alerts")
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return {alert["key"] for alert in resp.json()["alerts"]}
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async def test_idle_cash_flags_a_stale_large_balance(client: AsyncClient, account_id, categories):
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await client.post(
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"/transactions",
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json=_txn(account_id, type="income", amount="5000.00", category_id=categories["Salary"]["id"], date=STALE_DATE),
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)
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assert "idle_cash" in await _alert_keys(client)
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async def test_idle_cash_ignores_a_recently_touched_account(client: AsyncClient, account_id, categories):
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await client.post(
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"/transactions",
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json=_txn(account_id, type="income", amount="5000.00", category_id=categories["Salary"]["id"], date=STALE_DATE),
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)
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await client.post(
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"/transactions",
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json=_txn(account_id, type="expense", amount="1.00", category_id=categories["Groceries"]["id"], date=RECENT_DATE),
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)
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assert "idle_cash" not in await _alert_keys(client)
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async def test_idle_cash_ignores_investment_accounts(client: AsyncClient, categories):
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investment = await client.post("/accounts", json={"name": "Brokerage", "type": "investment", "currency": "USD"})
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investment_id = investment.json()["id"]
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await client.post(
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"/transactions",
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json=_txn(investment_id, type="income", amount="5000.00", category_id=categories["Salary"]["id"], date=STALE_DATE),
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)
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assert "idle_cash" not in await _alert_keys(client)
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async def test_idle_cash_respects_custom_threshold(client: AsyncClient, account_id, categories):
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await client.post(
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"/transactions",
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json=_txn(account_id, type="income", amount="5000.00", category_id=categories["Salary"]["id"], date=STALE_DATE),
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)
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assert "idle_cash" in await _alert_keys(client)
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resp = await client.patch("/settings", json={"idle_cash_threshold_amount": "10000.00"})
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assert resp.status_code == 200
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assert "idle_cash" not in await _alert_keys(client)
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