finance/backend/tests/test_budget.py

from datetime import date

import pytest
from sqlalchemy.orm import Session

from app.budgeting.models import PeriodClosure
from app.budgeting.service import (
    close_period,
    compute_period_state,
    copy_previous_month,
    create_category,
    get_or_create_period,
    reopen_period,
    set_assignments,
)
from app.categorization import service as categorization
from app.errors import AppError
from app.identity.models import User
from app.ledger.models import Category
from app.ledger.service import create_account, create_expense
from app.spaces.service import create_space


def seed(db: Session):
    user = User(email="budget@example.test", password_hash="unused-in-domain-tests")
    db.add(user)
    db.flush()
    return user, create_space(db, user=user, name="Budget")


def test_uncategorized_expense_blocks_close(db: Session) -> None:
    user, space = seed(db)
    account = create_account(
        db,
        space_id=space.id,
        user=user,
        name="Cash",
        kind="cash",
        opened_on=date(2026, 3, 1),
        opening_amount_kopecks=10_000,
    )
    create_expense(
        db,
        space_id=space.id,
        user=user,
        account_id=account.id,
        amount_kopecks=1_000,
        occurred_on=date(2026, 3, 2),
    )
    period = get_or_create_period(db, space_id=space.id, year=2026, month=3)
    with pytest.raises(AppError) as exc:
        close_period(db, space_id=space.id, user=user, period=period)
    assert exc.value.code == "BUDGET_CLOSE_BLOCKED"


def test_default_mcc_categories_are_budgetable_and_editable_mapping(db: Session) -> None:
    user, space = seed(db)
    defaults = db.query(Category).filter_by(space_id=space.id).all()
    by_key = {category.system_key: category for category in defaults}
    assert len([key for key in by_key if key not in {None, "savings"}]) == 21
    groceries = by_key["groceries"]
    others = by_key["others"]
    assert {5411, 5422}.issubset(
        categorization.get_category_mcc_codes(db, space_id=space.id, category_id=groceries.id)
    )
    period = get_or_create_period(db, space_id=space.id, year=2026, month=5)
    set_assignments(
        db,
        space_id=space.id,
        user=user,
        period=period,
        items=[{"category_id": groceries.id, "planned_kopecks": 2_000}],
    )
    account = create_account(
        db,
        space_id=space.id,
        user=user,
        name="Cash",
        kind="cash",
        opened_on=date(2026, 5, 1),
    )
    create_expense(
        db,
        space_id=space.id,
        user=user,
        account_id=account.id,
        amount_kopecks=500,
        occurred_on=date(2026, 5, 2),
        category_id=others.id,
    )
    assert categorization.category_for_mcc(db, space_id=space.id, code=5999).id == others.id

    custom = create_category(db, space_id=space.id, user=user, kind="monthly", name="My shops")
    codes = categorization.set_category_mcc_codes(
        db, space_id=space.id, category_id=custom.id, codes=[5999, 5994]
    )
    assert codes == [5994, 5999]
    assert categorization.category_for_mcc(db, space_id=space.id, code=5999).id == custom.id
    custom.archived = True
    assert categorization.category_for_mcc(db, space_id=space.id, code=5999).id == others.id
    custom.archived = False
    with pytest.raises(AppError) as exc:
        categorization.set_category_mcc_codes(
            db, space_id=space.id, category_id=custom.id, codes=[5411]
        )
    assert exc.value.code == "CATEGORY_MCC_TAKEN"


def test_copy_previous_month_clamps_expected_day(db: Session) -> None:
    from app.budgeting.service import add_expected_income

    user, space = seed(db)
    category = create_category(db, space_id=space.id, user=user, kind="monthly", name="Food")
    january = get_or_create_period(db, space_id=space.id, year=2026, month=1)
    february = get_or_create_period(db, space_id=space.id, year=2026, month=2)
    set_assignments(
        db,
        space_id=space.id,
        user=user,
        period=january,
        items=[{"category_id": category.id, "planned_kopecks": 30_000}],
    )
    add_expected_income(
        db,
        space_id=space.id,
        user=user,
        period=january,
        expected_on=date(2026, 1, 31),
        amount_kopecks=100_000,
        source_name="Salary",
    )
    result = copy_previous_month(db, space_id=space.id, user=user, period=february)
    assert result == {"assignments_copied": 1, "expected_incomes_copied": 1}
    state = compute_period_state(db, space_id=space.id, period=february)
    assert state["expected_incomes"][0]["expected_on"] == "2026-02-28"


def test_reopen_preserves_immutable_closure_history(db: Session) -> None:
    user, space = seed(db)
    period = get_or_create_period(db, space_id=space.id, year=2026, month=4)
    close_period(db, space_id=space.id, user=user, period=period)
    reopen_period(db, space_id=space.id, user=user, period=period)
    close_period(db, space_id=space.id, user=user, period=period)
    assert db.query(PeriodClosure).filter_by(period_id=period.id).count() == 2


def test_periods_must_close_in_calendar_order(db: Session) -> None:
    user, space = seed(db)
    august = get_or_create_period(db, space_id=space.id, year=2026, month=8)
    september = get_or_create_period(db, space_id=space.id, year=2026, month=9)
    with pytest.raises(AppError) as exc:
        close_period(db, space_id=space.id, user=user, period=september)
    assert exc.value.code == "BUDGET_CLOSE_OUT_OF_ORDER"
    close_period(db, space_id=space.id, user=user, period=august)
    close_period(db, space_id=space.id, user=user, period=september)