MoneyWiz MCP Server

"""Integration tests for FastMCP tools - Test Phase 3 advanced analytics tools.""" from unittest.mock import AsyncMock, patch import pytest from moneywiz_mcp_server.main import ( analyze_category_trends, analyze_income_expense_trends, analyze_spending_trends, get_savings_recommendations, mcp, ) @pytest.mark.integration class TestFastMCPToolsIntegration: """Test suite for FastMCP tools integration.""" @pytest.fixture def mock_config(self): """Mock configuration for testing.""" from moneywiz_mcp_server.config import Config config = Config( database_path="/path/to/test.db", read_only=True, log_level="INFO", cache_ttl=300, max_results=1000, ) return config @pytest.fixture def _setup_mcp_config(self, mock_config): """Setup MCP server with test configuration.""" import moneywiz_mcp_server.main as main_module # Store original config original_config = getattr(main_module, "_config", None) # Set test config main_module._config = mock_config yield # Restore original config main_module._config = original_config @pytest.mark.asyncio @pytest.mark.usefixtures("_setup_mcp_config") async def test_get_savings_recommendations_tool(self): """Test get_savings_recommendations FastMCP tool.""" # Mock database manager and services with patch("moneywiz_mcp_server.main.get_db_manager") as mock_get_db: mock_db = AsyncMock() mock_get_db.return_value = mock_db # Mock SavingsService mock_savings_data = { "current_state": { "savings_rate": 15.0, "monthly_savings": 750.0, "total_income": 5000.0, "total_expenses": 4250.0, }, "target_state": { "target_savings_rate": 20.0, "projected_savings_rate": 18.0, "potential_monthly_savings": 200.0, "needed_expense_reduction": 250.0, }, "recommendations": [ { "type": "category_reduction", "priority": "high", "title": "Reduce Dining Out Spending", "description": "Consider reducing dining out expenses by 25%", "impact": "$150/month", "difficulty": "medium", } ], "insights": { "fixed_vs_variable": {"fixed_percentage": 60.0}, "spending_patterns": {"patterns_detected": ["weekend_spike"]}, "category_analysis": {"concentration": {"is_concentrated": False}}, }, } with patch( "moneywiz_mcp_server.services.savings_service.SavingsService" ) as mock_service_class: mock_service = AsyncMock() mock_service.get_savings_recommendations.return_value = ( mock_savings_data ) mock_service_class.return_value = mock_service # Act result = await get_savings_recommendations( time_period="last 3 months", target_savings_rate=20.0 ) # Assert assert result.current_state.savings_rate == 15.0 assert result.target_state.target_savings_rate == 20.0 assert len(result.recommendations) > 0 assert result.recommendations[0].type == "category_reduction" # Verify database connection was managed mock_db.close.assert_called_once() @pytest.mark.asyncio @pytest.mark.usefixtures("_setup_mcp_config") async def test_analyze_spending_trends_tool(self): """Test analyze_spending_trends FastMCP tool.""" with patch("moneywiz_mcp_server.main.get_db_manager") as mock_get_db: mock_db = AsyncMock() mock_get_db.return_value = mock_db mock_trend_data = { "period": { "start_date": "2024-01-01T00:00:00", "end_date": "2024-06-30T00:00:00", "duration_months": 6, "data_quality": "complete", }, "monthly_data": [ { "month": "2024-01", "total_expenses": 3500.0, "transaction_count": 45, "average_transaction": 77.8, } ], "statistics": { "average_monthly": 3500.0, "median_monthly": 3450.0, "std_deviation": 200.0, "trend_direction": "increasing", "trend_strength": "moderate", "growth_rate": 2.5, }, "insights": [ { "type": "warning", "title": "Gradual Spending Increase", "description": "Your spending is increasing at 2.5% per month", "priority": "medium", } ], "projections": [ { "month": "2024-07", "projected_amount": 3587.5, "confidence": "medium", } ], "visualizations": { "line_chart": { "labels": ["2024-01"], "datasets": [{"data": [3500.0]}], } }, } with patch( "moneywiz_mcp_server.services.trend_service.TrendService" ) as mock_service_class: mock_service = AsyncMock() mock_service.analyze_spending_trends.return_value = mock_trend_data mock_service_class.return_value = mock_service # Act result = await analyze_spending_trends(months=6, category="Groceries") # Assert assert result.period["duration_months"] == 6 assert len(result.monthly_data) > 0 assert result.statistics.trend_direction == "increasing" assert len(result.insights) > 0 assert len(result.projections) > 0 # Verify service was called with correct parameters mock_service.analyze_spending_trends.assert_called_once_with( months=6, category="Groceries" ) @pytest.mark.asyncio @pytest.mark.usefixtures("_setup_mcp_config") async def test_analyze_category_trends_tool(self): """Test analyze_category_trends FastMCP tool.""" with patch("moneywiz_mcp_server.main.get_db_manager") as mock_get_db: mock_db = AsyncMock() mock_get_db.return_value = mock_db mock_category_data = { "period": { "start_date": "2024-01-01T00:00:00", "end_date": "2024-06-30T00:00:00", "duration_months": 6, "data_quality": "complete", }, "category_trends": [ { "category": "Groceries", "total_spent": 1800.0, "percentage_of_total": 25.0, "trend": "stable", "growth_rate": 1.2, "monthly_average": 300.0, "insights": [ { "type": "info", "title": "Stable Grocery Spending", "description": "Your grocery spending is well controlled", "priority": "low", } ], }, { "category": "Entertainment", "total_spent": 900.0, "percentage_of_total": 12.5, "trend": "increasing", "growth_rate": 8.5, "monthly_average": 150.0, "insights": [ { "type": "warning", "title": "Rising Entertainment Costs", "description": "Entertainment spending is growing rapidly", "priority": "medium", } ], }, ], "overall_insights": [ { "type": "info", "title": "Category Analysis Summary", "description": "2 categories analyzed with mixed trends", "priority": "low", } ], } with patch( "moneywiz_mcp_server.services.trend_service.TrendService" ) as mock_service_class: mock_service = AsyncMock() mock_service.analyze_category_trends.return_value = mock_category_data mock_service_class.return_value = mock_service # Act result = await analyze_category_trends(months=6, top_n=5) # Assert assert result.period["duration_months"] == 6 assert len(result.category_trends) == 2 assert result.category_trends[0].category == "Groceries" assert result.category_trends[1].category == "Entertainment" assert len(result.overall_insights) > 0 # Verify service was called correctly mock_service.analyze_category_trends.assert_called_once_with( months=6, top_n=5 ) @pytest.mark.asyncio @pytest.mark.usefixtures("_setup_mcp_config") async def test_analyze_income_expense_trends_tool(self): """Test analyze_income_expense_trends FastMCP tool.""" with patch("moneywiz_mcp_server.main.get_db_manager") as mock_get_db: mock_db = AsyncMock() mock_get_db.return_value = mock_db mock_income_expense_data = { "period": { "start_date": "2023-01-01T00:00:00", "end_date": "2023-12-31T00:00:00", "duration_months": 12, "data_quality": "complete", }, "monthly_data": [ { "month": "2024-01", "income": 5000.0, "expenses": 4200.0, "net_savings": 800.0, "savings_rate": 16.0, }, { "month": "2024-02", "income": 5100.0, "expenses": 4150.0, "net_savings": 950.0, "savings_rate": 18.6, }, ], "trends": { "income": { "direction": "increasing", "growth_rate": 2.0, "stability": "stable", }, "expenses": { "direction": "stable", "growth_rate": -0.5, "stability": "stable", }, "savings_rate": { "direction": "increasing", "growth_rate": 1.5, "stability": "improving", "average": 17.3, "improving": True, }, }, "insights": [ { "type": "positive", "title": "Improving Financial Health", "description": "Your savings rate is trending upward", "priority": "low", } ], } with patch( "moneywiz_mcp_server.services.trend_service.TrendService" ) as mock_service_class: mock_service = AsyncMock() mock_service.analyze_income_vs_expense_trends.return_value = ( mock_income_expense_data ) mock_service_class.return_value = mock_service # Act result = await analyze_income_expense_trends(months=12) # Assert assert result.period["duration_months"] == 12 assert len(result.monthly_data) == 2 assert result.trends["income"].direction == "increasing" assert result.trends["savings_rate"].improving is True assert len(result.insights) > 0 # Verify service call mock_service.analyze_income_vs_expense_trends.assert_called_once_with( months=12 ) @pytest.mark.asyncio @pytest.mark.usefixtures("_setup_mcp_config") async def test_database_connection_lifecycle(self): """Test that database connections are properly managed in tools.""" with patch("moneywiz_mcp_server.main.get_db_manager") as mock_get_db: mock_db = AsyncMock() mock_get_db.return_value = mock_db # Mock to raise an exception to test cleanup with patch( "moneywiz_mcp_server.services.savings_service.SavingsService" ) as mock_service_class: mock_service = AsyncMock() mock_service.get_savings_recommendations.side_effect = Exception( "Test error" ) mock_service_class.return_value = mock_service # Act & Assert - should raise the exception with pytest.raises( RuntimeError, match="Failed to generate savings recommendations" ): await get_savings_recommendations() # Even with exception, database should be closed mock_db.close.assert_called_once() @pytest.mark.asyncio @pytest.mark.usefixtures("_setup_mcp_config") async def test_error_handling_in_tools(self): """Test error handling in FastMCP tools.""" with patch("moneywiz_mcp_server.main.get_db_manager") as mock_get_db: # Mock get_db_manager to raise an exception mock_get_db.side_effect = Exception("Database connection failed") # Act & Assert with pytest.raises( RuntimeError, match="Failed to generate savings recommendations" ): await get_savings_recommendations() # Verify error was logged and properly handled mock_get_db.assert_called_once() if __name__ == "__main__": pytest.main([__file__, "-v"])