AccountingNext/Schaad.Accounting.Tests/TransactionRepositoryTestShould.cs
Claudio Schaad 8926fb1e97 PR G: test project with xxxTestShould / DoThisWhenThat / Shouldly
Add Schaad.Accounting.Tests (xUnit + NSubstitute + Shouldly, net9.0)
wired into Accounting.sln with a direct Reference to
Schaad.Finance.Api.dll so it flows into the test binary.

Naming convention: file/class is <Subject>TestShould, each test method
is DoThisWhenThat. Reads as a sentence:
"ViewService test should sum activa and passiva totals separately when
getting balance view". All assertions use Shouldly (.ShouldBe,
.ShouldBeNull, .ShouldContain, ...) rather than xUnit Assert.*.

38 tests across seven files:

- ViewServiceTestShould: balance math (activa/passiva totals, per-
  account balance from start balance + credits - debits, FX conversion
  to CHF) and bank-transaction auto-matching (booking-rule text,
  value-matching preference, same-accounts-last-month fallback,
  open-transaction filter).
- TransactionRepositoryTestShould: FX round-trip against a temp XML
  directory, unknown-id -> null, and the mutation-on-read regression
  from PR A (a second Get on the same FX transaction used to divide
  by FxRate again).
- FormattingTestShould: Swiss thousands separator, two-decimal
  rounding, culture independence.
- RepositoryCacheTestShould: loader called once, per-key isolation,
  invalidation forces reload, case-insensitive keys.
- AccountRepositoryTestShould: id assignment, in-place update,
  currency defaulting, delete, bank-account lookup, bank-balance
  update, and constructor re-run against an existing file.
- ChartServiceTestShould: honours settingsService.GetYear() without
  mutating it (locks in PR E), account vs sub-class grouping
  heuristic, skips empty accounts.
- FileServiceTestShould: CSV header + running balance for debit and
  credit lines, ordering by BookingDate/ValueDate/Value, no in-place
  value mutation (locks in PR A).

CLAUDE.md gains a `dotnet test` line. IMPROVEMENT_PLAN.md notes that
this landed as three PRs (G, H, I) and was squashed on request.

Also add `*.DotSettings.user` to .gitignore so Rider's per-user
solution settings don't get accidentally staged.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-07-02 21:25:48 +02:00

138 lines
4.6 KiB
C#

using NSubstitute;
using Schaad.Accounting.Interfaces;
using Schaad.Accounting.Models;
using Schaad.Accounting.Repositories;
using Shouldly;
namespace Schaad.Accounting.Tests;
public class TransactionRepositoryTestShould : IDisposable
{
private readonly string dbDir;
private readonly ISettingsService settingsService;
private readonly IAccountRepository accountRepo;
private readonly RepositoryCache cache;
private readonly TransactionRepository sut;
public TransactionRepositoryTestShould()
{
dbDir = Path.Combine(Path.GetTempPath(), "AccountingNext-tests-" + Guid.NewGuid().ToString("N"));
Directory.CreateDirectory(dbDir);
settingsService = Substitute.For<ISettingsService>();
settingsService.GetDbPath().Returns(dbDir);
settingsService.GetLastYearDbPath().Returns(Path.Combine(dbDir, "no-such-dir"));
accountRepo = Substitute.For<IAccountRepository>();
cache = new RepositoryCache();
sut = new TransactionRepository(settingsService, cache, accountRepo);
}
public void Dispose()
{
if (Directory.Exists(dbDir))
{
Directory.Delete(dbDir, recursive: true);
}
}
[Fact]
public void PreserveValueWhenRoundTrippingNonFxTransaction()
{
accountRepo.GetAccount("chk").Returns(new Account { Id = "chk", Currency = "CHF" });
accountRepo.GetAccount("groc").Returns(new Account { Id = "groc", Currency = "CHF" });
sut.SaveTransaction(new Transaction
{
OriginAccountId = "chk",
TargetAccountId = "groc",
Value = 42m,
Text = "Groceries",
ValueDate = new DateTime(2026, 5, 10),
BookingDate = new DateTime(2026, 5, 10)
});
var stored = sut.GetTransactionList().Single();
var loaded = sut.GetTransaction(stored.Id);
loaded.ShouldNotBeNull();
loaded.Value.ShouldBe(42m);
loaded.FxRate.ShouldBeNull(); // Non-FX transactions have FxRate cleared
}
[Fact]
public void StoreInChfAndReturnInAccountCurrencyWhenTransactionIsFx()
{
// User enters 100 USD at rate 0.9 CHF/USD -> stored as 90 CHF; read back as 100 USD.
accountRepo.GetAccount("chk").Returns(new Account { Id = "chk", Currency = "CHF" });
accountRepo.GetAccount("usd").Returns(new Account { Id = "usd", Currency = "USD" });
sut.SaveTransaction(new Transaction
{
OriginAccountId = "chk",
TargetAccountId = "usd",
Value = 100m,
FxRate = 0.9m,
Text = "USD transfer",
ValueDate = new DateTime(2026, 5, 10),
BookingDate = new DateTime(2026, 5, 10)
});
var stored = sut.GetTransactionList().Single();
stored.Value.ShouldBe(90m); // stored in CHF
var loaded = sut.GetTransaction(stored.Id);
loaded.ShouldNotBeNull();
loaded.Value.ShouldBe(100m); // display currency
loaded.FxRate.ShouldBe(0.9m);
}
[Fact]
public void ReturnNullWhenGettingUnknownTransactionId()
{
sut.GetTransaction("no-such-id").ShouldBeNull();
}
[Fact]
public void NotMutateStoredValueWhenGettingFxTransactionTwice()
{
accountRepo.GetAccount("chk").Returns(new Account { Id = "chk", Currency = "CHF" });
accountRepo.GetAccount("usd").Returns(new Account { Id = "usd", Currency = "USD" });
sut.SaveTransaction(new Transaction
{
OriginAccountId = "chk",
TargetAccountId = "usd",
Value = 100m,
FxRate = 0.9m,
Text = "USD transfer",
ValueDate = new DateTime(2026, 5, 10),
BookingDate = new DateTime(2026, 5, 10)
});
var stored = sut.GetTransactionList().Single();
var id = stored.Id;
// Get twice; if Get mutated the stored entity, the second call would divide by FxRate again.
var first = sut.GetTransaction(id);
var second = sut.GetTransaction(id);
first.ShouldNotBeNull();
first.Value.ShouldBe(100m);
second.ShouldNotBeNull();
second.Value.ShouldBe(100m);
}
[Fact]
public void RemoveTransactionWhenDeletingById()
{
accountRepo.GetAccount(Arg.Any<string>()).Returns(new Account { Currency = "CHF" });
sut.SaveTransaction(new Transaction { OriginAccountId = "a", TargetAccountId = "b", Value = 1m, Text = "x", ValueDate = DateTime.Today });
var id = sut.GetTransactionList().Single().Id;
sut.DeleteTransaction(id);
sut.GetTransactionList().ShouldBeEmpty();
}
}