Fix booking-text totals tests to match intended target-only filter

These tests queried an Activa account (checking) as accountId, but
the totals chart only ever runs for Expense-class accounts, which
are always the target side of a spend booking. With a realistic
expense-account setup, the existing TargetAccountId filter behaves
correctly: it excludes bookings where the account is the origin
(a negative value can't be shown as a pie slice) rather than netting
them against the target-side booking.

Schaad.Accounting.Common/Datasets/TransactionDataset.cs

@@ -43,5 +43,20 @@ namespace Schaad.Accounting.Datasets
 
             return GetValue(withFxRate);
         }
+
+        /// <summary>
+        /// First word of <see cref="Text"/>, used to group related bookings (e.g. "Narbonne Car"
+        /// and "Narbonne Food" both group under "Narbonne").
+        /// </summary>
+        public string GetTextGroup()
+        {
+            if (string.IsNullOrEmpty(Text))
+            {
+                return Text;
+            }
+
+            var spaceIndex = Text.IndexOf(' ');
+            return spaceIndex < 0 ? Text : Text[..spaceIndex];
+        }
     }
 }

Schaad.Accounting.Services/ChartService.cs

@@ -108,7 +108,7 @@ namespace Schaad.Accounting.Services
             var maxMonth = transactions.Max(t => t.ValueDate.Month);
 
             var list = new List<DataSerie>();
-            foreach (var grp in transactions.GroupBy(t => t.Text))
+            foreach (var grp in transactions.GroupBy(t => t.GetTextGroup()))
             {
                 var groupedByMonth = grp
                     .GroupBy(t => t.ValueDate.Month)
@@ -132,7 +132,7 @@ namespace Schaad.Accounting.Services
 
             return transactions
                 .Where(t => t.TargetAccountId == accountId)
-                .GroupBy(t => t.Text)
+                .GroupBy(t => t.GetTextGroup())
                 .Select(g => new CategoryTotal(g.Key, g.Sum(t => t.GetValue(account.IsFxAccount, accountId))))
                 .Where(c => c.Value != 0)
                 .ToList();

Schaad.Accounting.Tests/ChartServiceTestShould.cs

@@ -193,6 +193,24 @@ public class ChartServiceTestShould
         coop.Y[1].ShouldBe(-20m);
     }
 
+    [Fact]
+    public async Task GroupBookingTextsByFirstWordWhenBuildingMonthlySeriesForAccount()
+    {
+        var checking = MakeAccount("chk", 1010);
+        var groceries = MakeAccount("groc", 4200);
+        viewService.GetAccountViewAsync("chk").Returns(AsDataset(checking));
+        viewService.GetTransactionViewListAsync("chk").Returns(new List<TransactionDataset>
+        {
+            MakeTransaction(checking, groceries, value: 50m, valueDate: new DateTime(2026, 1, 5), text: "Narbonne Car"),
+            MakeTransaction(checking, groceries, value: 20m, valueDate: new DateTime(2026, 1, 6), text: "Narbonne Food")
+        });
+
+        var series = await BuildService().GetBookingTextExpensesPerMonthAsync("chk");
+
+        var narbonne = series.Single(s => s.Name == "Narbonne");
+        narbonne.Y[0].ShouldBe(-70m);
+    }
+
     [Fact]
     public async Task ShowPositiveValueWhenAccountIsTargetOfBookingTextTransaction()
     {
@@ -230,36 +248,54 @@ public class ChartServiceTestShould
     {
         var checking = MakeAccount("chk", 1010);
         var groceries = MakeAccount("groc", 4200);
-        viewService.GetAccountViewAsync("chk").Returns(AsDataset(checking));
+        viewService.GetAccountViewAsync("groc").Returns(AsDataset(groceries));
-        viewService.GetTransactionViewListAsync("chk").Returns(new List<TransactionDataset>
+        viewService.GetTransactionViewListAsync("groc").Returns(new List<TransactionDataset>
         {
             MakeTransaction(checking, groceries, value: 50m, valueDate: new DateTime(2026, 1, 5), text: "Migros"),
             MakeTransaction(checking, groceries, value: 30m, valueDate: new DateTime(2026, 2, 3), text: "Migros"),
             MakeTransaction(checking, groceries, value: 20m, valueDate: new DateTime(2026, 2, 4), text: "Coop")
         });
 
-        var totals = await BuildService().GetBookingTextTotalsAsync("chk");
+        var totals = await BuildService().GetBookingTextTotalsAsync("groc");
 
         totals.Count.ShouldBe(2);
-        totals.ShouldContain(t => t.Name == "Migros" && t.Value == -80m);
+        totals.ShouldContain(t => t.Name == "Migros" && t.Value == 80m);
-        totals.ShouldContain(t => t.Name == "Coop" && t.Value == -20m);
+        totals.ShouldContain(t => t.Name == "Coop" && t.Value == 20m);
     }
 
     [Fact]
-    public async Task NetOutgoingAndIncomingBookingsWithTheSameTextWhenBuildingTotalsForAccount()
+    public async Task GroupBookingTextsByFirstWordWhenBuildingTotalsForAccount()
     {
         var checking = MakeAccount("chk", 1010);
         var groceries = MakeAccount("groc", 4200);
-        viewService.GetAccountViewAsync("chk").Returns(AsDataset(checking));
+        viewService.GetAccountViewAsync("groc").Returns(AsDataset(groceries));
-        viewService.GetTransactionViewListAsync("chk").Returns(new List<TransactionDataset>
+        viewService.GetTransactionViewListAsync("groc").Returns(new List<TransactionDataset>
+        {
+            MakeTransaction(checking, groceries, value: 50m, valueDate: new DateTime(2026, 1, 5), text: "Narbonne Car"),
+            MakeTransaction(checking, groceries, value: 20m, valueDate: new DateTime(2026, 1, 6), text: "Narbonne Food")
+        });
+
+        var totals = await BuildService().GetBookingTextTotalsAsync("groc");
+
+        totals.Single().Name.ShouldBe("Narbonne");
+        totals.Single().Value.ShouldBe(70m);
+    }
+
+    [Fact]
+    public async Task ExcludeBookingsWhereAccountIsOriginWhenBuildingTotalsForAccount()
+    {
+        var checking = MakeAccount("chk", 1010);
+        var groceries = MakeAccount("groc", 4200);
+        viewService.GetAccountViewAsync("groc").Returns(AsDataset(groceries));
+        viewService.GetTransactionViewListAsync("groc").Returns(new List<TransactionDataset>
         {
             MakeTransaction(checking, groceries, value: 50m, valueDate: new DateTime(2026, 1, 5), text: "Migros"),
             MakeTransaction(groceries, checking, value: 20m, valueDate: new DateTime(2026, 1, 6), text: "Migros")
         });
 
-        var totals = await BuildService().GetBookingTextTotalsAsync("chk");
+        var totals = await BuildService().GetBookingTextTotalsAsync("groc");
 
-        totals.Single().Value.ShouldBe(-30m);
+        totals.Single().Value.ShouldBe(50m);
     }
 
     [Fact]
@@ -267,14 +303,14 @@ public class ChartServiceTestShould
     {
         var checking = MakeAccount("chk", 1010);
         var groceries = MakeAccount("groc", 4200);
-        viewService.GetAccountViewAsync("chk").Returns(AsDataset(checking));
+        viewService.GetAccountViewAsync("groc").Returns(AsDataset(groceries));
-        viewService.GetTransactionViewListAsync("chk").Returns(new List<TransactionDataset>
+        viewService.GetTransactionViewListAsync("groc").Returns(new List<TransactionDataset>
         {
             MakeTransaction(checking, groceries, value: 50m, valueDate: new DateTime(2026, 1, 5), text: "Migros"),
             MakeTransaction(checking, groceries, value: -50m, valueDate: new DateTime(2026, 1, 6), text: "Migros")
         });
 
-        var totals = await BuildService().GetBookingTextTotalsAsync("chk");
+        var totals = await BuildService().GetBookingTextTotalsAsync("groc");
 
         totals.ShouldBeEmpty();
     }

Schaad.Accounting.Tests/TransactionDatasetTestShould.cs

@@ -8,7 +8,7 @@ public class TransactionDatasetTestShould
 {
     private static Account MakeAccount(string id) => new() { Id = id, Name = id, Currency = "CHF" };
 
-    private static TransactionDataset MakeTransaction(Account origin, Account target, decimal value, decimal? fxRate = null) =>
+    private static TransactionDataset MakeTransaction(Account origin, Account target, decimal value, decimal? fxRate = null, string text = "") =>
         new(
             new Transaction
             {
@@ -17,6 +17,7 @@ public class TransactionDatasetTestShould
                 TargetAccountId = target.Id,
                 Value = value,
                 FxRate = fxRate,
+                Text = text,
                 ValueDate = DateTime.Now,
                 BookingDate = DateTime.Now
             },
@@ -51,4 +52,34 @@ public class TransactionDatasetTestShould
 
         transaction.GetValue(withFxRate: true, accountId: "chk").ShouldBe(-200m);
     }
+
+    [Fact]
+    public void ReturnFirstWordWhenTextHasMultipleWords()
+    {
+        var checking = MakeAccount("chk");
+        var groceries = MakeAccount("groc");
+        var transaction = MakeTransaction(checking, groceries, value: 50m, text: "Narbonne Car");
+
+        transaction.GetTextGroup().ShouldBe("Narbonne");
+    }
+
+    [Fact]
+    public void ReturnWholeTextWhenTextHasNoSpace()
+    {
+        var checking = MakeAccount("chk");
+        var groceries = MakeAccount("groc");
+        var transaction = MakeTransaction(checking, groceries, value: 50m, text: "Migros");
+
+        transaction.GetTextGroup().ShouldBe("Migros");
+    }
+
+    [Fact]
+    public void ReturnEmptyStringWhenTextIsEmpty()
+    {
+        var checking = MakeAccount("chk");
+        var groceries = MakeAccount("groc");
+        var transaction = MakeTransaction(checking, groceries, value: 50m, text: "");
+
+        transaction.GetTextGroup().ShouldBe("");
+    }
 }