MoneyWiz MCP Server

"""Pytest configuration and shared fixtures.""" from pathlib import Path import tempfile from typing import Any from unittest.mock import AsyncMock, Mock import aiosqlite import pytest @pytest.fixture def mock_moneywiz_api(): """Mock MoneywizApi instance for testing.""" api = Mock() # Mock account manager api.account_manager = Mock() api.account_manager.get_all_accounts = Mock( return_value=[ { "id": "acc1", "name": "Test Checking", "type": "checking", "balance": 1500.50, "currency": "USD", "hidden": False, "created_date": "2024-01-01", "institution": "Test Bank", }, { "id": "acc2", "name": "Test Savings", "type": "savings", "balance": 5000.00, "currency": "USD", "hidden": False, "created_date": "2024-01-01", "institution": "Test Bank", }, ] ) api.account_manager.get_account = Mock( return_value={ "id": "acc1", "name": "Test Checking", "type": "checking", "balance": 1500.50, "currency": "USD", "hidden": False, "created_date": "2024-01-01", "institution": "Test Bank", } ) # Mock transaction manager api.transaction_manager = Mock() api.transaction_manager.get_transactions_for_account = Mock( return_value=[ { "id": "txn1", "date": "2024-01-15", "amount": -25.50, "payee": "Coffee Shop", "category": "Dining", } ] ) return api @pytest.fixture def temp_database(): """Create a temporary SQLite database for testing.""" with tempfile.NamedTemporaryFile(suffix=".sqlite", delete=False) as tmp: db_path = tmp.name # Create basic tables for testing using sqlite3 (sync) import sqlite3 with sqlite3.connect(db_path) as db: db.execute( """ CREATE TABLE accounts ( id TEXT PRIMARY KEY, name TEXT NOT NULL, type TEXT NOT NULL, balance REAL NOT NULL, currency TEXT NOT NULL, hidden BOOLEAN DEFAULT 0 ) """ ) db.execute( """ CREATE TABLE transactions ( id TEXT PRIMARY KEY, account_id TEXT NOT NULL, date TEXT NOT NULL, amount REAL NOT NULL, payee TEXT, category TEXT, description TEXT, FOREIGN KEY (account_id) REFERENCES accounts (id) ) """ ) # Insert test data db.execute( """ INSERT INTO accounts (id, name, type, balance, currency) VALUES ('acc1', 'Test Checking', 'checking', 1500.50, 'USD') """ ) db.execute( """ INSERT INTO transactions (id, account_id, date, amount, payee, category) VALUES ('txn1', 'acc1', '2024-01-15', -25.50, 'Coffee Shop', 'Dining') """ ) db.commit() yield db_path # Cleanup Path(db_path).unlink(missing_ok=True) @pytest.fixture def mock_database_manager(mock_moneywiz_api, temp_database): """Mock DatabaseManager for testing.""" from moneywiz_mcp_server.database.connection import DatabaseManager manager = Mock(spec=DatabaseManager) manager.api = mock_moneywiz_api manager.db_path = temp_database manager.read_only = True # Mock async methods manager.initialize = AsyncMock() manager.close = AsyncMock() # Create a sophisticated mock that returns different data based on query async def mock_execute_query(query: str, params=None): """Mock execute_query that returns appropriate data based on the query.""" if "Z_PRIMARYKEY" in query and "Z_ENT" in query: # Entity type mapping query - using the exact names expected by accounts.py return [ {"Z_ENT": 10, "Z_NAME": "BankChequeAccount"}, # Checking account {"Z_ENT": 11, "Z_NAME": "BankSavingAccount"}, # Savings account {"Z_ENT": 12, "Z_NAME": "CashAccount"}, {"Z_ENT": 13, "Z_NAME": "CreditCardAccount"}, ] elif "ZOPENINGBALANCE" in query and "Z_PK" in query: # Balance query for specific account if params: account_id = params[0] balance_map = { 1: [{"ZOPENINGBALANCE": 1000.0}], 2: [{"ZOPENINGBALANCE": 5000.0}], 3: [{"ZOPENINGBALANCE": 100.0}], } return balance_map.get(account_id, [{"ZOPENINGBALANCE": 0.0}]) return [{"ZOPENINGBALANCE": 0.0}] elif "ZAMOUNT1" in query and "ZACCOUNT2" in query: # Transaction amounts query for balance calculation if params: account_id = params[0] transaction_map = { 1: [{"ZAMOUNT1": 500.0}, {"ZAMOUNT1": -25.50}], # Net +474.50 2: [{"ZAMOUNT1": 100.0}], # Net +100.0 3: [ {"ZAMOUNT1": 0.0} ], # Net 0.0 (balance stays at opening balance) } return transaction_map.get(account_id, []) return [] elif "ZSYNCOBJECT" in query and "Z_ENT" in query and params: # Account data query - could be list query or get specific account query if len(params) == 1: # List accounts query (entity_id only) entity_id = params[0] elif len(params) == 3: # Get specific account query (entity_id, account_id, pk_value) entity_id, account_id, pk_value = params # Return specific account based on account_id if entity_id == 10 and (account_id == "acc1" or pk_value == 1): return [ { "Z_PK": 1, "Z_ENT": 10, "ZNAME": "Test Checking", "ZGID": "acc1", "ZACCOUNTTYPEIDENTIFIER": "checking", "ZOPENINGBALANCE": 1000.0, "ZARCHIVED": 0, "ZCURRENCY": "USD", "ZCURRENCYNAME": "USD", "ZINSTITUTIONNAME": "Test Bank", "ZOBJECTCREATIONDATE": "2024-01-01", "ZBANKWEBSITEURL": "Test Bank", "ZINFO": "Test account info", "ZLASTFOURDIGITS": "1234", } ] elif entity_id == 11 and (account_id == "acc2" or pk_value == 2): return [ { "Z_PK": 2, "Z_ENT": 11, "ZNAME": "Test Savings", "ZGID": "acc2", "ZACCOUNTTYPEIDENTIFIER": "savings", "ZOPENINGBALANCE": 5000.0, "ZARCHIVED": 0, "ZCURRENCY": "USD", "ZCURRENCYNAME": "USD", "ZINSTITUTIONNAME": "Test Bank", "ZOBJECTCREATIONDATE": "2024-01-01", "ZBANKWEBSITEURL": "Test Bank", "ZINFO": "Test savings account", "ZLASTFOURDIGITS": "5678", } ] else: return [] # Account not found elif len(params) == 2: # Get specific account query by ZGID only (entity_id, account_id) entity_id, account_id = params # Same logic as above but without pk_value if entity_id == 10 and account_id == "acc1": return [ { "Z_PK": 1, "Z_ENT": 10, "ZNAME": "Test Checking", "ZGID": "acc1", "ZACCOUNTTYPEIDENTIFIER": "checking", "ZOPENINGBALANCE": 1000.0, "ZARCHIVED": 0, "ZCURRENCY": "USD", "ZCURRENCYNAME": "USD", "ZINSTITUTIONNAME": "Test Bank", "ZOBJECTCREATIONDATE": "2024-01-01", "ZBANKWEBSITEURL": "Test Bank", "ZINFO": "Test account info", "ZLASTFOURDIGITS": "1234", } ] elif entity_id == 11 and account_id == "acc2": return [ { "Z_PK": 2, "Z_ENT": 11, "ZNAME": "Test Savings", "ZGID": "acc2", "ZACCOUNTTYPEIDENTIFIER": "savings", "ZOPENINGBALANCE": 5000.0, "ZARCHIVED": 0, "ZCURRENCY": "USD", "ZCURRENCYNAME": "USD", "ZINSTITUTIONNAME": "Test Bank", "ZOBJECTCREATIONDATE": "2024-01-01", "ZBANKWEBSITEURL": "Test Bank", "ZINFO": "Test savings account", "ZLASTFOURDIGITS": "5678", } ] else: return [] # Account not found # List accounts query (original logic) entity_id = params[0] if entity_id == 10: # BankCheque - for checking accounts return [ { "Z_PK": 1, "Z_ENT": 10, "ZNAME": "Test Checking", "ZGID": "acc1", "ZACCOUNTTYPEIDENTIFIER": "checking", "ZOPENINGBALANCE": 1000.0, "ZARCHIVED": 0, # Use ZARCHIVED instead of ZISHIDDEN "ZCURRENCY": "USD", "ZCURRENCYNAME": "USD", "ZINSTITUTIONNAME": "Test Bank", }, { "Z_PK": 3, "Z_ENT": 10, "ZNAME": "Hidden Account", "ZGID": "acc3", "ZACCOUNTTYPEIDENTIFIER": "checking", "ZOPENINGBALANCE": 100.0, "ZARCHIVED": 1, # This account is hidden/archived "ZCURRENCY": "USD", "ZCURRENCYNAME": "USD", "ZINSTITUTIONNAME": "Test Bank", }, ] elif entity_id == 11: # BankSaving - for savings account return [ { "Z_PK": 2, "Z_ENT": 11, "ZNAME": "Test Savings", "ZGID": "acc2", "ZACCOUNTTYPEIDENTIFIER": "savings", "ZOPENINGBALANCE": 5000.0, "ZARCHIVED": 0, "ZCURRENCY": "USD", "ZCURRENCYNAME": "USD", "ZINSTITUTIONNAME": "Test Bank", } ] else: # Other entity types return empty to avoid duplication return [] else: # Default empty result return [] manager.execute_query = AsyncMock(side_effect=mock_execute_query) return manager @pytest.fixture # type: ignore[misc] def sample_account_data() -> list[dict[str, Any]]: """Sample account data for testing.""" return [ { "id": "acc1", "name": "Test Checking", "type": "checking", "balance": 1500.50, "currency": "USD", "hidden": False, }, { "id": "acc2", "name": "Test Savings", "type": "savings", "balance": 5000.00, "currency": "USD", "hidden": False, }, { "id": "acc3", "name": "Hidden Account", "type": "checking", "balance": 100.00, "currency": "USD", "hidden": True, }, ] @pytest.fixture # type: ignore[misc] def sample_transaction_data() -> list[dict[str, Any]]: """Sample transaction data for testing.""" return [ { "id": "txn1", "date": "2024-01-15", "amount": -25.50, "payee": "Coffee Shop", "category": "Dining", "description": "Morning coffee", "account_name": "Test Checking", "currency": "USD", }, { "id": "txn2", "date": "2024-01-14", "amount": 2500.00, "payee": "Employer", "category": "Salary", "description": "Monthly salary", "account_name": "Test Checking", "currency": "USD", }, ]