quartermaster/tests/test_month_lifecycle.py
archeious e80a3508b6 test: cover posting CRUD and update existing tests to use the ledger
New test_postings.py walks service and route layers: add sums into
applied, negatives are allowed, update and delete round-trip, entry
deletion cascades postings, order is desc by date, update_month_entry
rejects the removed applied kwarg. Route tests assert HTTP behaviour,
invalid-date rejection, closed-month lock, tone flip after a posting,
and the "N txns" count badge renders.

Existing tests that previously set applied via update_month_entry or
the entries route now use add_posting or POST to /postings. Format
assertions updated to match the new thousands-separator number
rendering and the replaced entry-notes-row markup.

Refs #19

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-17 17:34:53 -06:00

257 lines
8.8 KiB
Python

from __future__ import annotations
from datetime import date
from decimal import Decimal
import pytest
from quartermaster import month_service, service
from quartermaster.models import MonthState, Section
def _seed(db, balance_to_zero=False):
service.add_entry(db, Section.income, "Paycheck", Decimal("1000.00"))
service.add_entry(db, Section.fixed_bill, "Rent", Decimal("600.00"))
service.add_entry(db, Section.debt_minimum, "Card A", Decimal("40.00"))
service.add_entry(db, Section.food, "Groceries", Decimal("300.00"))
service.add_entry(db, Section.other, "Misc", Decimal("60.00"))
month = month_service.create_month(db, "2026-04")
if balance_to_zero:
# Post one transaction per entry matching the planned amount
for entry in month.entries:
month_service.add_posting(
db, month, entry.id, date.today(), entry.planned, description="seed"
)
db.refresh(month)
return month
def test_create_month_defaults_to_planning(db):
_seed(db)
month = month_service.get_month(db, "2026-04")
assert month is not None
assert month.state == MonthState.planning
assert month.activated_at is None
assert month.closed_at is None
def test_activate_transitions_to_active(db):
month = _seed(db)
activated = month_service.activate_month(db, month)
assert activated.state == MonthState.active
assert activated.activated_at is not None
def test_activate_rejects_non_planning_month(db):
month = _seed(db)
month_service.activate_month(db, month)
with pytest.raises(month_service.MonthLifecycleError):
month_service.activate_month(db, month)
def test_close_requires_active(db):
month = _seed(db)
# still planning; close should reject
with pytest.raises(month_service.MonthLifecycleError):
month_service.close_month(db, month)
def test_close_requires_zero_balance(db):
month = _seed(db)
month_service.activate_month(db, month)
# applied zero is 0 - 0 = 0, but income applied is 0 so
# (0 income - 0 others) == 0 actually. Force a non-zero by applying to food.
food = next(e for e in month.entries if e.origin_name == "Groceries")
month_service.add_posting(
db, month, food.id, date.today(), Decimal("50.00"), description="seed"
)
db.refresh(month)
with pytest.raises(month_service.MonthLifecycleError) as exc:
month_service.close_month(db, month)
assert "0.00" in str(exc.value)
def test_close_succeeds_when_balanced(db):
month = _seed(db, balance_to_zero=True)
month_service.activate_month(db, month)
closed = month_service.close_month(db, month)
assert closed.state == MonthState.closed
assert closed.closed_at is not None
def test_reopen_from_closed(db):
month = _seed(db, balance_to_zero=True)
month_service.activate_month(db, month)
month_service.close_month(db, month)
reopened = month_service.reopen_month(db, month)
assert reopened.state == MonthState.active
assert reopened.closed_at is None
def test_reopen_rejects_non_closed(db):
month = _seed(db)
with pytest.raises(month_service.MonthLifecycleError):
month_service.reopen_month(db, month)
def test_ensure_editable_rejects_closed(db):
month = _seed(db, balance_to_zero=True)
month_service.activate_month(db, month)
month_service.close_month(db, month)
with pytest.raises(month_service.MonthLifecycleError):
month_service.ensure_editable(month)
def test_ensure_editable_allows_planning_and_active(db):
month = _seed(db)
month_service.ensure_editable(month) # planning: fine
month_service.activate_month(db, month)
month_service.ensure_editable(month) # active: fine
# --- route-level -----------------------------------------------------------
def _seed_via_api(client, balance_to_zero=False):
client.post(
"/sections/income/entries",
data={"name": "Paycheck", "amount": "1000.00"},
)
client.post(
"/sections/fixed_bill/entries",
data={"name": "Rent", "amount": "600.00"},
)
client.post(
"/sections/food/entries",
data={"name": "Groceries", "amount": "400.00"},
)
client.post("/month/2026-04/create")
if balance_to_zero:
# entry ids 1,2,3 in that order
client.post(
"/month/2026-04/entries/1/postings",
data={"occurred_on": "2026-04-01", "amount": "1000.00"},
)
client.post(
"/month/2026-04/entries/2/postings",
data={"occurred_on": "2026-04-01", "amount": "600.00"},
)
client.post(
"/month/2026-04/entries/3/postings",
data={"occurred_on": "2026-04-15", "amount": "400.00"},
)
def test_activate_route(client):
_seed_via_api(client)
response = client.post("/month/2026-04/activate")
assert response.status_code == 204
assert response.headers.get("hx-redirect") == "/month/2026-04"
def test_close_route_rejects_unbalanced(client):
_seed_via_api(client)
client.post("/month/2026-04/activate")
# post an expense without income to produce an unbalanced state
client.post(
"/month/2026-04/entries/2/postings",
data={"occurred_on": "2026-04-01", "amount": "100.00"},
)
response = client.post("/month/2026-04/close")
assert response.status_code == 400
assert "0.00" in response.json()["detail"]
def test_close_route_succeeds_balanced(client):
_seed_via_api(client, balance_to_zero=True)
client.post("/month/2026-04/activate")
response = client.post("/month/2026-04/close")
assert response.status_code == 204
assert response.headers.get("hx-redirect") == "/month/2026-04"
def test_reopen_route(client):
_seed_via_api(client, balance_to_zero=True)
client.post("/month/2026-04/activate")
client.post("/month/2026-04/close")
response = client.post("/month/2026-04/reopen")
assert response.status_code == 204
def test_mutations_rejected_on_closed_month(client):
_seed_via_api(client, balance_to_zero=True)
client.post("/month/2026-04/activate")
client.post("/month/2026-04/close")
# try to add, update, delete, and re-set target
add_response = client.post(
"/month/2026-04/sections/other/entries",
data={"name": "Nope", "planned": "10.00"},
)
assert add_response.status_code == 400
update_response = client.post(
"/month/2026-04/entries/1/postings",
data={"occurred_on": "2026-04-15", "amount": "50.00"},
)
assert update_response.status_code == 400
delete_response = client.delete("/month/2026-04/entries/1")
assert delete_response.status_code == 400
def test_month_page_shows_planning_badge_and_activate_button(client):
_seed_via_api(client)
response = client.get("/month/2026-04")
assert response.status_code == 200
assert "state-planning" in response.text
assert "/activate" in response.text
assert "Activate" in response.text
def test_month_page_shows_active_badge_with_disabled_close_when_unbalanced(client):
_seed_via_api(client)
client.post("/month/2026-04/activate")
# force imbalance via a posting
client.post(
"/month/2026-04/entries/2/postings",
data={"occurred_on": "2026-04-01", "amount": "100.00"},
)
response = client.get("/month/2026-04")
assert response.status_code == 200
assert "state-active" in response.text
assert "/close" in response.text
assert "disabled" in response.text
def test_month_page_shows_active_badge_with_enabled_close_when_balanced(client):
_seed_via_api(client, balance_to_zero=True)
client.post("/month/2026-04/activate")
response = client.get("/month/2026-04")
assert "state-active" in response.text
assert "/close" in response.text
# Close button is present without the disabled attribute on the button itself
assert 'type="submit"' in response.text
def test_month_page_shows_closed_badge_and_reopen_button(client):
_seed_via_api(client, balance_to_zero=True)
client.post("/month/2026-04/activate")
client.post("/month/2026-04/close")
response = client.get("/month/2026-04")
assert "state-closed" in response.text
assert "/reopen" in response.text
assert "Closed" in response.text
# add forms hidden on closed month
assert "hx-post=\"/month/2026-04/sections/" not in response.text
def test_closed_month_inputs_are_disabled(client):
_seed_via_api(client, balance_to_zero=True)
client.post("/month/2026-04/activate")
client.post("/month/2026-04/close")
response = client.get("/month/2026-04")
# Editable inputs are replaced by readonly spans on closed months,
# so the name/planned inputs should not appear.
assert 'name="planned"' not in response.text
assert 'name="name"' not in response.text
assert "class=\"readonly\"" in response.text
# delete buttons not rendered
assert "Delete Paycheck" not in response.text