MoneyWiz MCP Server

"""Basic tests for analytics functionality.""" from datetime import datetime, timedelta import os import sys from unittest.mock import AsyncMock, Mock import pytest sys.path.insert(0, os.path.join(os.path.dirname(__file__), "..", "src")) from moneywiz_mcp_server.models.transaction import TransactionModel, TransactionType from moneywiz_mcp_server.services.transaction_service import TransactionService from moneywiz_mcp_server.utils.date_utils import ( get_date_range_from_months, parse_natural_language_date, ) def test_date_range_from_months(): """Test date range generation from months.""" date_range = get_date_range_from_months(3) # Should be approximately 3 months ago expected_start = datetime.now() - timedelta(days=90) assert abs((date_range.start_date - expected_start).days) <= 1 # End date should be now assert abs((date_range.end_date - datetime.now()).total_seconds()) < 60 def test_parse_natural_language_date(): """Test natural language date parsing.""" # Test "last 3 months" date_range = parse_natural_language_date("last 3 months") expected_start = datetime.now() - timedelta(days=90) assert abs((date_range.start_date - expected_start).days) <= 1 # Test "this year" date_range = parse_natural_language_date("this year") current_year = datetime.now().year assert date_range.start_date.year == current_year assert date_range.start_date.month == 1 assert date_range.start_date.day == 1 def test_transaction_model_from_raw_data(): """Test TransactionModel creation from raw data.""" raw_data = { "Z_PK": 123, "Z_ENT": 37, # DepositTransaction "ZACCOUNT2": 456, "ZAMOUNT1": -50.00, "ZDATE1": 0, # Core Data epoch "ZDESC2": "Test Transaction", "ZNOTES1": "Test notes", "ZRECONCILED": 1, "ZCATEGORY2": 789, "ZPAYEE2": 101, "ZORIGINALCURRENCY": "USD", "ZORIGINALAMOUNT": -50.00, } transaction = TransactionModel.from_raw_data(raw_data) assert transaction.id == "123" assert transaction.entity_id == 37 assert transaction.transaction_type == TransactionType.DEPOSIT assert transaction.account_id == 456 assert float(transaction.amount) == -50.00 assert transaction.description == "Test Transaction" assert transaction.notes == "Test notes" assert transaction.reconciled is True assert transaction.category_id == 789 assert transaction.payee_id == 101 def test_transaction_expense_income_classification(): """Test transaction expense/income classification.""" # Test expense (negative amount) expense_data = { "Z_PK": 1, "Z_ENT": 37, "ZACCOUNT2": 1, "ZAMOUNT1": -100.00, "ZDATE1": 0, "ZDESC2": "Expense", "ZRECONCILED": 0, } expense = TransactionModel.from_raw_data(expense_data) assert expense.is_expense() assert not expense.is_income() # Test income (positive amount) income_data = { "Z_PK": 2, "Z_ENT": 37, "ZACCOUNT2": 1, "ZAMOUNT1": 100.00, "ZDATE1": 0, "ZDESC2": "Income", "ZRECONCILED": 0, } income = TransactionModel.from_raw_data(income_data) assert income.is_income() assert not income.is_expense() @pytest.mark.asyncio async def test_transaction_service_initialization(): """Test TransactionService initialization.""" mock_db = Mock() service = TransactionService(mock_db) assert service.db_manager == mock_db assert isinstance(service._category_cache, dict) assert isinstance(service._payee_cache, dict) assert isinstance(service._account_currency_cache, dict) @pytest.mark.asyncio async def test_transaction_service_get_transactions(): """Test TransactionService get_transactions method.""" # Mock database manager mock_db = AsyncMock() mock_db.execute_query.return_value = [ { "Z_PK": 1, "Z_ENT": 37, "ZACCOUNT2": 123, "ZAMOUNT1": -50.00, "ZDATE1": 0, "ZDESC2": "Test Transaction", "ZRECONCILED": 0, "ZCATEGORY2": None, "ZPAYEE2": None, } ] service = TransactionService(mock_db) start_date = datetime.now() - timedelta(days=30) end_date = datetime.now() transactions = await service.get_transactions(start_date, end_date) assert len(transactions) == 1 assert transactions[0].id == "1" assert transactions[0].description == "Test Transaction" assert mock_db.execute_query.called # Removed standalone runner - use pytest instead