"""Unit tests for budget models."""
from datetime import date, datetime
from decimal import Decimal
import pytest
from moneywiz_mcp_server.models.budget import (
BudgetAnalysisResponse,
BudgetCategoryBreakdown,
BudgetListResponse,
BudgetModel,
BudgetPeriod,
BudgetResponse,
BudgetStatus,
BudgetVsActualItem,
BudgetVsActualResponse,
)
from moneywiz_mcp_server.models.currency_types import CurrencyAmounts
class TestBudgetModel:
"""Test cases for BudgetModel."""
@pytest.fixture
def sample_budget(self):
"""Create a sample budget for testing."""
return BudgetModel(
id="123",
name="Groceries",
categories=["Food", "Groceries"],
budget_amount=Decimal("500.00"),
currency="USD",
period=BudgetPeriod.MONTHLY,
period_start=date(2024, 1, 1),
period_end=date(2024, 1, 31),
spent_amount=Decimal("350.00"),
remaining_amount=Decimal("150.00"),
percentage_used=70.0,
status=BudgetStatus.ON_TRACK,
is_repeatable=True,
is_active=True,
linked_accounts=["Checking Account"],
transaction_count=15,
created_date=datetime(2024, 1, 1, 10, 0, 0),
database_id=123,
entity_type=18,
)
def test_budget_model_creation(self, sample_budget):
"""Test that BudgetModel can be created with all fields."""
assert sample_budget.id == "123"
assert sample_budget.name == "Groceries"
assert sample_budget.budget_amount == Decimal("500.00")
assert sample_budget.spent_amount == Decimal("350.00")
assert sample_budget.status == BudgetStatus.ON_TRACK
def test_budget_commitment_type_ongoing(self, sample_budget):
"""Test commitment_type property for repeatable budget."""
assert sample_budget.commitment_type == "ongoing"
def test_budget_commitment_type_finite(self, sample_budget):
"""Test commitment_type property for non-repeatable budget."""
sample_budget.is_repeatable = False
assert sample_budget.commitment_type == "finite"
def test_calculate_status_on_track(self, sample_budget):
"""Test status calculation for on track budget."""
sample_budget.percentage_used = 50.0
assert sample_budget.calculate_status() == BudgetStatus.ON_TRACK
def test_calculate_status_at_risk(self, sample_budget):
"""Test status calculation for at risk budget."""
sample_budget.percentage_used = 85.0
assert sample_budget.calculate_status() == BudgetStatus.AT_RISK
def test_calculate_status_over_budget(self, sample_budget):
"""Test status calculation for over budget."""
sample_budget.percentage_used = 110.0
assert sample_budget.calculate_status() == BudgetStatus.OVER_BUDGET
def test_budget_with_no_categories(self):
"""Test budget with empty categories list."""
budget = BudgetModel(
id="456",
budget_amount=Decimal("100.00"),
currency="USD",
period=BudgetPeriod.MONTHLY,
)
assert budget.categories == []
assert budget.name is None
def test_budget_default_values(self):
"""Test that default values are set correctly."""
budget = BudgetModel(
id="789",
budget_amount=Decimal("200.00"),
currency="USD",
period=BudgetPeriod.MONTHLY,
)
assert budget.spent_amount == Decimal("0")
assert budget.remaining_amount == Decimal("0")
assert budget.percentage_used == 0.0
assert budget.status == BudgetStatus.ON_TRACK
assert budget.is_repeatable is True
assert budget.is_active is True
class TestBudgetPeriod:
"""Test cases for BudgetPeriod enum."""
def test_budget_period_values(self):
"""Test all BudgetPeriod enum values."""
assert BudgetPeriod.DAILY.value == "daily"
assert BudgetPeriod.WEEKLY.value == "weekly"
assert BudgetPeriod.MONTHLY.value == "monthly"
assert BudgetPeriod.YEARLY.value == "yearly"
assert BudgetPeriod.CUSTOM.value == "custom"
class TestBudgetStatus:
"""Test cases for BudgetStatus enum."""
def test_budget_status_values(self):
"""Test all BudgetStatus enum values."""
assert BudgetStatus.ON_TRACK.value == "on_track"
assert BudgetStatus.AT_RISK.value == "at_risk"
assert BudgetStatus.OVER_BUDGET.value == "over_budget"
class TestBudgetResponse:
"""Test cases for BudgetResponse."""
def test_budget_response_creation(self):
"""Test that BudgetResponse can be created."""
response = BudgetResponse(
id="123",
name="Groceries",
categories=["Food"],
budget_amount=500.0,
currency="USD",
period="monthly",
spent_amount=350.0,
remaining_amount=150.0,
percentage_used=70.0,
status="on_track",
is_repeatable=True,
is_active=True,
)
assert response.id == "123"
assert response.budget_amount == 500.0
class TestBudgetListResponse:
"""Test cases for BudgetListResponse."""
def test_budget_list_response(self):
"""Test BudgetListResponse creation."""
response = BudgetListResponse(
budgets=[],
total_count=0,
filters_applied={"period": "monthly"},
summary={"on_track": 5},
)
assert response.total_count == 0
assert response.filters_applied["period"] == "monthly"
class TestBudgetAnalysisResponse:
"""Test cases for BudgetAnalysisResponse."""
def test_budget_analysis_response(self):
"""Test BudgetAnalysisResponse creation."""
response = BudgetAnalysisResponse(
analysis_period="current_month",
total_budgeted=CurrencyAmounts({"USD": Decimal("1000")}),
total_spent=CurrencyAmounts({"USD": Decimal("700")}),
total_remaining=CurrencyAmounts({"USD": Decimal("300")}),
overall_percentage_used=70.0,
overall_status="on_track",
budgets_on_track=8,
budgets_at_risk=1,
budgets_over=1,
recommendations=["Keep up the good work!"],
)
assert response.overall_percentage_used == 70.0
assert response.budgets_on_track == 8
class TestBudgetCategoryBreakdown:
"""Test cases for BudgetCategoryBreakdown."""
def test_category_breakdown(self):
"""Test BudgetCategoryBreakdown creation."""
breakdown = BudgetCategoryBreakdown(
category="Food",
budget_amount=500.0,
spent_amount=350.0,
remaining_amount=150.0,
percentage_used=70.0,
status="on_track",
transaction_count=15,
)
assert breakdown.category == "Food"
assert breakdown.percentage_used == 70.0
class TestBudgetVsActualItem:
"""Test cases for BudgetVsActualItem."""
def test_vs_actual_item(self):
"""Test BudgetVsActualItem creation."""
item = BudgetVsActualItem(
category="Entertainment",
budgeted=200.0,
actual=250.0,
variance=-50.0,
variance_percentage=-25.0,
status="over_budget",
)
assert item.variance == -50.0
assert item.status == "over_budget"
class TestBudgetVsActualResponse:
"""Test cases for BudgetVsActualResponse."""
def test_vs_actual_response(self):
"""Test BudgetVsActualResponse creation."""
response = BudgetVsActualResponse(
period="current_month",
total_budgeted=CurrencyAmounts({"USD": Decimal("1000")}),
total_actual=CurrencyAmounts({"USD": Decimal("900")}),
total_variance=CurrencyAmounts({"USD": Decimal("100")}),
items=[],
summary={"under_budget": 5},
)
assert response.period == "current_month"
