release: publish saldo 0.1.0

2026-04-21 21:17:36 +02:00
commit 6f5e704739
95 changed files with 9196 additions and 0 deletions
@@ -0,0 +1,171 @@
+from __future__ import annotations
+
+from decimal import Decimal
+
+from app.extensions import db
+from app.models import Account, AllocationSuggestion, Month
+from app.utils.users import personal_account_names
+
+
+def test_comparison_to_previous_month(app):
+    service = app.extensions["saldo.month_service"]
+    april = Month.query.filter_by(label="2026-04").first()
+    may = service.copy_month(april, 2026, 5, auto_created=True)
+    may.incomes[0].amount = Decimal("3300.00")
+    may.entry_values[0].planned_amount = Decimal("950.00")
+    db.session.commit()
+    summary = service.compute_summary(may)
+    assert summary.deltas["income_delta"] == Decimal("200.00")
+    assert summary.deltas["cost_delta"] == Decimal("30.00")
+
+
+def test_suggestion_logic_reacts_to_income_change(app):
+    service = app.extensions["saldo.month_service"]
+    month = Month.query.filter_by(label="2026-04").first()
+    month.incomes[0].amount = Decimal("3500.00")
+    service.refresh_suggestions(month, "Test")
+    db.session.commit()
+    suggestions = AllocationSuggestion.query.filter_by(month_id=month.id).all()
+    assert len(suggestions) == 5
+    sparen = next(item for item in suggestions if item.target_account.slug == "sparen")
+    urlaub = next(item for item in suggestions if item.target_account.slug == "urlaub")
+    freizeit = next(item for item in suggestions if item.target_account.slug == "freizeit")
+    assert sparen.suggested_amount > Decimal("0.00")
+    assert urlaub.suggested_amount > Decimal("0.00")
+    assert freizeit.suggested_amount > Decimal("0.00")
+
+
+def test_accepting_suggestions_updates_allocations(app):
+    service = app.extensions["saldo.month_service"]
+    allocation_service = app.extensions["saldo.allocation_service"]
+    month = Month.query.filter_by(label="2026-04").first()
+    service.refresh_suggestions(month, "Test")
+    allocation_service.accept_all(month)
+    service.sync_distribution_entries_from_allocations(month)
+    db.session.commit()
+    assert all(item.source == "accepted_suggestion" for item in month.allocations if not item.is_locked)
+    flo_allocation = next(item for item in month.allocations if item.target_account.slug == "persoenlich-flo")
+    flo_entry_value = next(
+        item
+        for item in month.entry_values
+        if item.entry.name == "Person 1" and item.entry.category.account.slug == "persoenlich-flo"
+    )
+    assert flo_entry_value.planned_amount == flo_allocation.amount
+
+
+def test_personal_distribution_entry_updates_matching_allocation(app):
+    service = app.extensions["saldo.month_service"]
+    month = Month.query.filter_by(label="2026-04").first()
+    flo_value = next(
+        item
+        for item in month.entry_values
+        if item.entry.name == "Person 1" and item.entry.category.account.slug == "persoenlich-flo"
+    )
+    flo_value.planned_amount = Decimal("333.33")
+
+    changed = service.sync_distribution_allocation_from_entry(
+        month,
+        flo_value.entry,
+        mark_manual=True,
+    )
+
+    db.session.commit()
+
+    flo_allocation = next(item for item in month.allocations if item.target_account.slug == "persoenlich-flo")
+    personal_labels = personal_account_names()
+    assert changed is True
+    assert flo_allocation.amount == Decimal("333.33")
+    assert flo_allocation.label == personal_labels["persoenlich-flo"]
+    assert flo_allocation.source == "manual"
+
+
+def test_personal_split_changes_personal_suggestions(app):
+    service = app.extensions["saldo.month_service"]
+    month = Month.query.filter_by(label="2026-04").first()
+    month.personal_split_desi_pct = Decimal("40.00")
+
+    service.refresh_suggestions(month, "Split angepasst")
+    db.session.commit()
+
+    flo_suggestion = next(item for item in month.suggestions if item.target_account.slug == "persoenlich-flo")
+    desi_suggestion = next(item for item in month.suggestions if item.target_account.slug == "persoenlich-desi")
+
+    assert flo_suggestion.suggested_amount > desi_suggestion.suggested_amount
+
+
+def test_manual_priority_accounts_leave_remaining_suggestions_for_personal_only(app):
+    service = app.extensions["saldo.month_service"]
+    month = Month.query.filter_by(label="2026-04").first()
+
+    service.refresh_suggestions(month, "Neu berechnen")
+    db.session.commit()
+
+    allocations = {item.target_account.slug: item.amount for item in month.allocations}
+    suggestions = {item.target_account.slug: item.suggested_amount for item in month.suggestions}
+    summary = service.compute_summary(month)
+
+    assert suggestions["sparen"] >= allocations["sparen"]
+    assert suggestions["urlaub"] >= allocations["urlaub"]
+    assert suggestions["freizeit"] >= allocations["freizeit"]
+    assert suggestions["persoenlich-flo"] == allocations["persoenlich-flo"]
+    assert suggestions["persoenlich-desi"] == allocations["persoenlich-desi"]
+    assert summary.remainder == Decimal("0.00")
+
+
+def test_personal_allocation_is_reduced_when_fixed_costs_rise(app):
+    service = app.extensions["saldo.month_service"]
+    month = Month.query.filter_by(label="2026-04").first()
+    fixed_cost_value = next(item for item in month.entry_values if item.entry.name == "Miete")
+    original_fixed_cost = fixed_cost_value.planned_amount
+    original_total = sum(
+        item.amount
+        for item in month.allocations
+        if item.target_account.slug in {"persoenlich-flo", "persoenlich-desi"}
+    )
+
+    fixed_cost_value.planned_amount = original_fixed_cost + Decimal("50.00")
+    service.refresh_suggestions(month, "Fixkosten gestiegen")
+    db.session.commit()
+
+    personal_total = sum(
+        item.amount
+        for item in month.allocations
+        if item.target_account.slug in {"persoenlich-flo", "persoenlich-desi"}
+    )
+    summary = service.compute_summary(month)
+
+    assert personal_total == original_total - Decimal("50.00")
+    assert summary.remainder == Decimal("0.00")
+
+
+def test_personal_allocation_can_fall_to_zero_before_remainder_turns_negative(app):
+    service = app.extensions["saldo.month_service"]
+    month = Month.query.filter_by(label="2026-04").first()
+    fixed_cost_value = next(item for item in month.entry_values if item.entry.name == "Miete")
+
+    fixed_cost_value.planned_amount = Decimal("9999.99")
+    service.refresh_suggestions(month, "Defizit")
+    db.session.commit()
+
+    flo_allocation = next(item for item in month.allocations if item.target_account.slug == "persoenlich-flo")
+    desi_allocation = next(item for item in month.allocations if item.target_account.slug == "persoenlich-desi")
+    summary = service.compute_summary(month)
+
+    assert flo_allocation.amount == Decimal("0.00")
+    assert desi_allocation.amount == Decimal("0.00")
+    assert summary.remainder < Decimal("0.00")
+
+
+def test_seeded_distribution_entries_are_marked_as_allocation_targets(app):
+    month = Month.query.filter_by(label="2026-04").first()
+    target_entries = {
+        item.entry.name: item.entry.is_allocation_target
+        for item in month.entry_values
+        if item.entry.name in {"Sparziel", "Reisebudget", "Freizeitbudget", "Person 1", "Person 2"}
+    }
+
+    assert target_entries["Sparziel"] is True
+    assert target_entries["Reisebudget"] is True
+    assert target_entries["Freizeitbudget"] is True
+    assert target_entries["Person 1"] is True
+    assert target_entries["Person 2"] is True