AccountingNext/Schaad.Accounting.Tests/ChartServiceTestShould.cs

using System.Linq;
using NSubstitute;
using Schaad.Accounting.Datasets;
using Schaad.Accounting.Interfaces;
using Schaad.Accounting.Models;
using Schaad.Accounting.Services;
using Shouldly;

namespace Schaad.Accounting.Tests;

public class ChartServiceTestShould
{
    private readonly ISettingsService settingsService = Substitute.For<ISettingsService>();
    private readonly IViewService viewService = Substitute.For<IViewService>();

    public ChartServiceTestShould()
    {
        settingsService.GetYear().Returns(2026);
    }

    private ChartService BuildService() => new(settingsService, viewService);

    [Fact]
    public async Task HonourSelectedYearWhenBuildingMonthlySeries()
    {
        settingsService.GetYear().Returns(2023);
        var groceries = MakeAccount("groc", 4200);
        var checking = MakeAccount("chk", 1010);
        viewService.GetAccountViewListAsync().Returns(new List<AccountDataset> { AsDataset(groceries), AsDataset(checking) });
        viewService.GetTransactionViewListAsync().Returns(new List<TransactionDataset>
        {
            MakeTransaction(checking, groceries, value: 50m, valueDate: new DateTime(2023, 4, 5))
        });

        var series = await BuildService().GetExpensesPerMonthAsync();

        series.Count.ShouldBe(1);
        series[0].X.ShouldAllBe(x => ((DateOnly)x).Year == 2023);
        settingsService.DidNotReceive().SetYear(Arg.Any<int>());
        settingsService.DidNotReceive().TrySetYear(Arg.Any<int>());
    }

    [Fact]
    public async Task GroupExpensesByAccountWhenAllExpensesShareOneSubClass()
    {
        var mannenbach = MakeAccount("m1", 4000);
        var mannenbach2 = MakeAccount("m2", 4001);
        var checking = MakeAccount("chk", 1010);
        viewService.GetAccountViewListAsync().Returns(new List<AccountDataset>
        {
            AsDataset(mannenbach), AsDataset(mannenbach2), AsDataset(checking)
        });
        viewService.GetTransactionViewListAsync().Returns(new List<TransactionDataset>
        {
            MakeTransaction(checking, mannenbach, value: 10m, valueDate: new DateTime(2026, 1, 1)),
            MakeTransaction(checking, mannenbach2, value: 20m, valueDate: new DateTime(2026, 1, 1))
        });

        var series = await BuildService().GetExpensesPerMonthAsync();

        series.Count.ShouldBe(2);
        series.ShouldContain(s => s.Id == "m1");
        series.ShouldContain(s => s.Id == "m2");
    }

    [Fact]
    public async Task GroupExpensesBySubClassWhenMultipleSubClassesAreUsed()
    {
        var groceries = MakeAccount("groc", 4200);
        var utilities = MakeAccount("util", 4300);
        var checking = MakeAccount("chk", 1010);
        viewService.GetAccountViewListAsync().Returns(new List<AccountDataset>
        {
            AsDataset(groceries, subClassName: "Groceries"), AsDataset(utilities, subClassName: "Utilities"), AsDataset(checking)
        });
        viewService.GetTransactionViewListAsync().Returns(new List<TransactionDataset>
        {
            MakeTransaction(checking, groceries, value: 50m, valueDate: new DateTime(2026, 1, 1)),
            MakeTransaction(checking, utilities, value: 30m, valueDate: new DateTime(2026, 2, 1))
        });

        var series = await BuildService().GetExpensesPerMonthAsync();

        series.Count.ShouldBe(2);
        series.ShouldContain(s => s.Id == "42" && s.Name == "Groceries");
        series.ShouldContain(s => s.Id == "43" && s.Name == "Utilities");
    }

    [Fact]
    public async Task SkipAccountsWithoutTransactionsWhenBuildingSeries()
    {
        var groceries = MakeAccount("groc", 4000);
        var utilities = MakeAccount("util", 4001);
        var checking = MakeAccount("chk", 1010);
        viewService.GetAccountViewListAsync().Returns(new List<AccountDataset>
        {
            AsDataset(groceries), AsDataset(utilities), AsDataset(checking)
        });
        viewService.GetTransactionViewListAsync().Returns(new List<TransactionDataset>
        {
            MakeTransaction(checking, groceries, value: 50m, valueDate: new DateTime(2026, 1, 1))
        });

        var series = await BuildService().GetExpensesPerMonthAsync();

        series.Count.ShouldBe(1);
        series[0].Id.ShouldBe("groc");
    }

    private static Account MakeAccount(string id, int number, string currency = "CHF") => new()
    {
        Id = id,
        Number = number,
        Name = id,
        Currency = currency
    };

    private static AccountDataset AsDataset(Account a, string subClassName = "") =>
        new(a, balance: 0, balanceCHF: 0, startBalanceCHF: 0, className: "", subClassName: subClassName);

    private static TransactionDataset MakeTransaction(Account origin, Account target, decimal value, DateTime valueDate, decimal? fxRate = null, string text = "") =>
        new(
            new Transaction
            {
                Id = Guid.NewGuid().ToString(),
                OriginAccountId = origin.Id,
                TargetAccountId = target.Id,
                Value = value,
                FxRate = fxRate,
                Text = text,
                ValueDate = valueDate,
                BookingDate = valueDate
            },
            origin, target);

    [Fact]
    public async Task ConvertFxAccountValuesWhenBuildingAccountSeries()
    {
        var usSubscription = MakeAccount("us", 4000, currency: "USD");
        var checking = MakeAccount("chk", 1010);
        viewService.GetAccountViewListAsync().Returns(new List<AccountDataset> { AsDataset(usSubscription), AsDataset(checking) });
        viewService.GetTransactionViewListAsync().Returns(new List<TransactionDataset>
        {
            MakeTransaction(checking, usSubscription, value: 100m, valueDate: new DateTime(2026, 1, 1), fxRate: 0.5m)
        });

        var series = await BuildService().GetExpensesPerMonthAsync();

        series.Single().Y.Single().ShouldBe(200m);
    }

    [Fact]
    public async Task ConvertFxAccountValuesWhenBuildingSubClassSeries()
    {
        var usSubscription = MakeAccount("us", 4200, currency: "USD");
        var utilities = MakeAccount("util", 4300);
        var checking = MakeAccount("chk", 1010);
        viewService.GetAccountViewListAsync().Returns(new List<AccountDataset>
        {
            AsDataset(usSubscription), AsDataset(utilities), AsDataset(checking)
        });
        viewService.GetTransactionViewListAsync().Returns(new List<TransactionDataset>
        {
            MakeTransaction(checking, usSubscription, value: 100m, valueDate: new DateTime(2026, 1, 1), fxRate: 0.5m),
            MakeTransaction(checking, utilities, value: 30m, valueDate: new DateTime(2026, 2, 1))
        });

        var series = await BuildService().GetExpensesPerMonthAsync();

        series.Single(s => s.Id == "42").Y[0].ShouldBe(200m);
    }

    [Fact]
    public async Task GroupBookingTextExpensesByTextWhenBuildingMonthlySeriesForAccount()
    {
        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: "Migros"),
            MakeTransaction(checking, groceries, value: 20m, valueDate: new DateTime(2026, 2, 3), text: "Coop")
        });

        var series = await BuildService().GetBookingTextExpensesPerMonthAsync("chk");

        series.Count.ShouldBe(2);
        var migros = series.Single(s => s.Name == "Migros");
        migros.Y[0].ShouldBe(-50m);
        migros.Y[1].ShouldBe(0m);
        var coop = series.Single(s => s.Name == "Coop");
        coop.Y[0].ShouldBe(0m);
        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()
    {
        var checking = MakeAccount("chk", 1010);
        var salary = MakeAccount("sal", 3000);
        viewService.GetAccountViewAsync("chk").Returns(AsDataset(checking));
        viewService.GetTransactionViewListAsync("chk").Returns(new List<TransactionDataset>
        {
            MakeTransaction(salary, checking, value: 5000m, valueDate: new DateTime(2026, 1, 5), text: "Lohn")
        });

        var series = await BuildService().GetBookingTextExpensesPerMonthAsync("chk");

        series.Single().Y.Single().ShouldBe(5000m);
    }

    [Fact]
    public async Task ConvertFxAccountValuesWhenBuildingBookingTextSeries()
    {
        var usChecking = MakeAccount("chk", 1010, currency: "USD");
        var groceries = MakeAccount("groc", 4200);
        viewService.GetAccountViewAsync("chk").Returns(AsDataset(usChecking));
        viewService.GetTransactionViewListAsync("chk").Returns(new List<TransactionDataset>
        {
            MakeTransaction(usChecking, groceries, value: 100m, valueDate: new DateTime(2026, 1, 5), fxRate: 0.5m, text: "Migros")
        });

        var series = await BuildService().GetBookingTextExpensesPerMonthAsync("chk");

        series.Single().Y.Single().ShouldBe(-200m);
    }

    [Fact]
    public async Task SumBookingTextTotalsAcrossMonthsWhenBuildingTotalsForAccount()
    {
        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: "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");

        totals.Count.ShouldBe(2);
        totals.ShouldContain(t => t.Name == "Migros" && t.Value == -80m);
        totals.ShouldContain(t => t.Name == "Coop" && t.Value == -20m);
    }

    [Fact]
    public async Task GroupBookingTextsByFirstWordWhenBuildingTotalsForAccount()
    {
        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: "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 NetOutgoingAndIncomingBookingsWithTheSameTextWhenBuildingTotalsForAccount()
    {
        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: "Migros"),
            MakeTransaction(groceries, checking, value: 20m, valueDate: new DateTime(2026, 1, 6), text: "Migros")
        });

        var totals = await BuildService().GetBookingTextTotalsAsync("chk");

        totals.Single().Value.ShouldBe(-30m);
    }

    [Fact]
    public async Task ExcludeZeroNetBookingTextsWhenBuildingTotalsForAccount()
    {
        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: "Migros"),
            MakeTransaction(checking, groceries, value: -50m, valueDate: new DateTime(2026, 1, 6), text: "Migros")
        });

        var totals = await BuildService().GetBookingTextTotalsAsync("chk");

        totals.ShouldBeEmpty();
    }
}