package app import ( "context" "encoding/hex" "encoding/json" "net/http" "net/http/httptest" "reflect" "strings" "testing" "finance-duck/internal/analytics" "finance-duck/internal/classification" "finance-duck/internal/domain" ) func testApp(t *testing.T) (*App, State) { t.Helper() t.Setenv("OPENROUTER_API_KEY", "") t.Setenv("ENABLEBANKING_APP_ID", "") t.Setenv("ENABLEBANKING_KEY_FILE", "") t.Setenv("ENABLEBANKING_REDIRECT_URL", "") a, err := Open(t.TempDir()) if err != nil { t.Fatal(err) } t.Cleanup(func() { a.Close() }) s, err := a.Snapshot(context.Background()) if err != nil { t.Fatal(err) } s, err = a.Mutate(context.Background(), s.Revision, func(d *domain.Dataset) error { d.Accounts = append(d.Accounts, domain.Account{ID: "n26", DisplayName: "N26", Currency: "EUR", Active: true}) d.Categories = append(d.Categories, domain.Category{ID: "groceries", Name: "Groceries", ParentID: "cat_expenses", Kind: "expense"}) d.Tags = append(d.Tags, domain.Tag{ID: "home", Name: "home"}) return nil }) if err != nil { t.Fatal(err) } return a, s } func sampleFacts(description, date string, amount domain.Money) domain.Facts { return domain.Facts{Source: "test", AccountID: "n26", BookingDate: date, Amount: amount, Currency: "EUR", RawDescription: description, ExternalID: hex.EncodeToString([]byte(description))} } func seed(t *testing.T, a *App, s State) State { t.Helper() a.mu.Lock() result, err := a.importFacts(context.Background(), s, []domain.Facts{sampleFacts("REWE", "2026-09-08", "-42.80"), sampleFacts("EDEKA", "2026-09-09", "-19.30")}) a.mu.Unlock() if err != nil { t.Fatal(err) } return result.State } func TestFailedClassificationStillImportsAndRetryIsIdempotent(t *testing.T) { a, s := testApp(t) mock := httptest.NewServer(http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) { w.WriteHeader(http.StatusServiceUnavailable) })) defer mock.Close() a.classifier = classification.Client{APIKey: "test", Model: "test/model", BaseURL: mock.URL} s = seed(t, a, s) if len(s.Data.Transactions) != 2 { t.Fatalf("lost imported transactions: %d", len(s.Data.Transactions)) } for _, tx := range s.Data.Transactions { if tx.Enrichment.CategoryID != domain.ExpenseFallback || tx.Enrichment.Classification.Error == "" { t.Fatalf("missing fallback error: %+v", tx.Enrichment) } } before := domain.Clone(s.Data) a.mu.Lock() again, err := a.importFacts(context.Background(), s, []domain.Facts{sampleFacts("REWE", "2026-09-08", "-42.80"), sampleFacts("EDEKA", "2026-09-09", "-19.30")}) a.mu.Unlock() if err != nil { t.Fatal(err) } if again.Imported != 0 || !reflect.DeepEqual(before, again.State.Data) { t.Fatal("retry changed the canonical financial dataset") } dash, err := a.Dashboard(context.Background(), analytics.Filter{}) if err != nil { t.Fatal(err) } if len(dash.Totals) != 1 || dash.Totals[0].Expenses != "62.1000" { t.Fatalf("import not visible in analytics: %+v", dash.Totals) } } func mockClassifier(t *testing.T, a *App, inspect ...func(*http.Request)) { t.Helper() mock := httptest.NewServer(http.HandlerFunc(func(w http.ResponseWriter, r *http.Request) { for _, check := range inspect { check(r) } var req struct { Messages []struct { Content string `json:"content"` } `json:"messages"` } if err := json.NewDecoder(r.Body).Decode(&req); err != nil { t.Error(err) w.WriteHeader(400) return } var prompt struct { Categories []struct{ ID, Name string } `json:"categories"` } if len(req.Messages) != 2 || json.Unmarshal([]byte(req.Messages[1].Content), &prompt) != nil { w.WriteHeader(400) return } category := "" for _, c := range prompt.Categories { if strings.Contains(strings.ToLower(c.Name), "groceries") { category = c.ID } } content, _ := json.Marshal(map[string]any{"merchant_id": nil, "new_merchant": "REWE", "category_id": category, "tag_ids": []string{}}) json.NewEncoder(w).Encode(map[string]any{"choices": []any{map[string]any{"finish_reason": "stop", "message": map[string]any{"content": string(content)}}}}) })) t.Cleanup(mock.Close) a.classifier = classification.Client{APIKey: "test", Model: "test/model", BaseURL: mock.URL} } func TestPreviewIsReadOnlySelectedApplyPreservesFactsAndOtherFields(t *testing.T) { a, s := testApp(t) s = seed(t, a, s) s, err := a.Mutate(context.Background(), s.Revision, func(d *domain.Dataset) error { for i := range d.Transactions { d.Transactions[i].Enrichment.TagIDs = []string{"home"} } return nil }) if err != nil { t.Fatal(err) } mockClassifier(t, a) before := domain.Clone(s.Data) preview, err := a.Preview(context.Background(), PreviewRequest{Revision: s.Revision, From: "2026-09-01", To: "2026-09-30", Model: "improved/model", Fields: Fields{Category: true}}) if err != nil { t.Fatal(err) } if len(preview.Changes) != 2 || len(preview.Errors) != 0 { t.Fatalf("unexpected preview: %+v", preview) } untouched, err := a.Snapshot(context.Background()) if err != nil { t.Fatal(err) } if !reflect.DeepEqual(before, untouched.Data) { t.Fatal("preview mutated canonical records") } id := preview.Changes[0].ID applied, err := a.ApplyPreview(context.Background(), preview.ID, preview.Revision, []string{id}) if err != nil { t.Fatal(err) } if len(applied.Data.Merchants) != len(before.Merchants) { t.Fatal("category-only reclassification created merchants") } for i, tx := range applied.Data.Transactions { if !reflect.DeepEqual(tx.Facts, before.Transactions[i].Facts) { t.Fatal("financial facts changed") } if !reflect.DeepEqual(tx.Enrichment.TagIDs, before.Transactions[i].Enrichment.TagIDs) { t.Fatal("unselected tags changed") } if tx.Facts.ID == id { if tx.Enrichment.CategoryID != "groceries" || tx.Enrichment.Classification.Model != "improved/model" { t.Fatal("selected category did not change") } } else if !reflect.DeepEqual(tx.Enrichment, before.Transactions[i].Enrichment) { t.Fatal("unselected transaction changed") } } if _, err = a.ApplyPreview(context.Background(), preview.ID, preview.Revision, []string{id}); err == nil { t.Fatal("consumed preview applied twice") } } func TestStalePreviewCannotOverwriteManualCorrection(t *testing.T) { a, s := testApp(t) s = seed(t, a, s) mockClassifier(t, a) p, err := a.Preview(context.Background(), PreviewRequest{Revision: s.Revision, From: "2026-09-01", To: "2026-09-30", Model: "test/model", Fields: Fields{Category: true}}) if err != nil { t.Fatal(err) } if len(p.Changes) != 2 { t.Fatalf("expected category changes before stale apply: %+v", p) } s, err = a.Mutate(context.Background(), s.Revision, func(d *domain.Dataset) error { d.Transactions[0].Enrichment.TagIDs = []string{"home"}; return nil }) if err != nil { t.Fatal(err) } if _, err = a.ApplyPreview(context.Background(), p.ID, p.Revision, []string{p.Changes[0].ID}); err == nil { t.Fatal("stale preview overwrote manual edit") } after, err := a.Snapshot(context.Background()) if err != nil { t.Fatal(err) } if !reflect.DeepEqual(s.Data, after.Data) { t.Fatal("stale apply partially changed records") } }