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09a0e383e0
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>
128 lines
5.7 KiB
Python
128 lines
5.7 KiB
Python
"""Dashboard summary: the arithmetic and month-scoping behind the Overview
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page's four stat cards and the spending-by-category donut.
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"""
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from decimal import Decimal
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from httpx import AsyncClient
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from tests.helpers import money, txn_payload as _txn
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async def test_summary_is_zero_for_a_month_with_no_transactions(client: AsyncClient):
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resp = await client.get("/dashboard/summary", params={"year": 2030, "month": 1})
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body = resp.json()
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assert money(body["real_income"]) == 0
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assert money(body["spent"]) == 0
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assert money(body["net"]) == 0
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assert body["spending_by_category"] == []
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async def test_income_expense_and_net_only_count_the_selected_month(client: AsyncClient, account_id, categories):
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groceries = categories["Groceries"]["id"]
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salary = categories["Salary"]["id"]
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# In scope: August 2026.
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await client.post(
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"/transactions", json=_txn(account_id, type="income", amount="3000.00", category_id=salary, date="2026-08-01")
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)
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await client.post(
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"/transactions", json=_txn(account_id, type="expense", amount="1200.00", category_id=groceries, date="2026-08-20")
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)
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# Out of scope: same categories, different month — must not leak in.
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await client.post(
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"/transactions", json=_txn(account_id, type="income", amount="9999.00", category_id=salary, date="2026-07-31")
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)
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await client.post(
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"/transactions", json=_txn(account_id, type="expense", amount="9999.00", category_id=groceries, date="2026-09-01")
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)
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resp = await client.get("/dashboard/summary", params={"year": 2026, "month": 8})
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body = resp.json()
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assert money(body["real_income"]) == Decimal("3000.00")
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assert money(body["spent"]) == Decimal("1200.00")
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assert money(body["net"]) == Decimal("1800.00")
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async def test_transfers_are_excluded_from_income_and_spent(client: AsyncClient, account_id, categories):
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other = await client.post("/accounts", json={"name": "Savings", "type": "savings", "currency": "USD"})
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other_id = other.json()["id"]
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await client.post(
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"/transactions",
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json=_txn(account_id, type="transfer", amount="500.00", transfer_account_id=other_id, date="2026-08-05"),
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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="income", amount="100.00", category_id=categories["Salary"]["id"], date="2026-08-05"),
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)
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resp = await client.get("/dashboard/summary", params={"year": 2026, "month": 8})
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body = resp.json()
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assert money(body["real_income"]) == Decimal("100.00")
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assert money(body["spent"]) == 0
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assert money(body["transferred_out"]) == Decimal("500.00")
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async def test_spending_by_category_amounts_and_percent(client: AsyncClient, account_id, categories):
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groceries = categories["Groceries"]["id"]
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dining = categories["Dining Out"]["id"]
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await client.post(
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"/transactions", json=_txn(account_id, amount="75.00", category_id=groceries, date="2026-08-01")
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)
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await client.post(
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"/transactions", json=_txn(account_id, amount="25.00", category_id=dining, date="2026-08-02")
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)
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resp = await client.get("/dashboard/summary", params={"year": 2026, "month": 8})
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breakdown = {row["name"]: row for row in resp.json()["spending_by_category"]}
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assert money(breakdown["Groceries"]["amount"]) == Decimal("75.00")
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assert breakdown["Groceries"]["percent"] == 75.0
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assert money(breakdown["Dining Out"]["amount"]) == Decimal("25.00")
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assert breakdown["Dining Out"]["percent"] == 25.0
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async def test_subcategory_spending_rolls_up_into_its_parent(client: AsyncClient, account_id, categories):
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groceries = categories["Groceries"]["id"]
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alcohol = await client.post(
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"/categories", json={"name": "Alcohol", "kind": "expense", "color": "#e34948", "parent_id": groceries}
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)
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alcohol_id = alcohol.json()["id"]
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await client.post("/transactions", json=_txn(account_id, amount="60.00", category_id=groceries, date="2026-08-01"))
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await client.post("/transactions", json=_txn(account_id, amount="15.00", category_id=alcohol_id, date="2026-08-02"))
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resp = await client.get("/dashboard/summary", params={"year": 2026, "month": 8})
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breakdown = {row["name"]: row for row in resp.json()["spending_by_category"]}
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assert "Alcohol" not in breakdown
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assert money(breakdown["Groceries"]["amount"]) == Decimal("75.00")
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async def test_more_than_eight_expense_categories_roll_up_into_other(client: AsyncClient, account_id, categories):
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expense_categories = [c for c in categories.values() if c["kind"] == "expense"]
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# The default seed only ships 8 expense categories (see app/db/seed.py) —
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# add a 9th ourselves rather than depending on that number ever changing.
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extra = await client.post(
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"/categories", json={"name": "Extra Expense", "kind": "expense", "color": "#123456", "sort_order": 99}
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)
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expense_categories.append(extra.json())
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assert len(expense_categories) == 9
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# Distinct amounts so we can tell which ones survive as their own slice.
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for index, category in enumerate(expense_categories[:9]):
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await client.post(
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"/transactions",
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json=_txn(account_id, amount=f"{(9 - index) * 10}.00", category_id=category["id"], date="2026-08-01"),
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)
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resp = await client.get("/dashboard/summary", params={"year": 2026, "month": 8})
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breakdown = resp.json()["spending_by_category"]
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assert len(breakdown) == 9 # 8 explicit categories + one "Other" rollup
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other = [row for row in breakdown if row["category_id"] is None]
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assert len(other) == 1
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assert other[0]["name"] == "Other"
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# The 9th (smallest, index 8) category's 10.00 must be folded into Other,
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# not silently dropped from the total.
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assert money(other[0]["amount"]) == Decimal("10.00")
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