Category overhaul (#20)

Reviewed-on: #20
Co-authored-by: Mathias <mathias2784@web.de>

README.md

@@ -23,20 +23,29 @@ alembic upgrade head
 
 ```python
 from src.ingest.b4w import ingest_b4w
+from src.db import get_session
 from pathlib import Path
 
 csv_path = Path("/mnt/anbau/Software/Python/finanz-cockpit/scripts/dummy_data/b4w_export_dummy_01.csv")
-ingest_b4w(csv_path)
+with get_session() as session:
+    ingest_b4w(csv_path, session)
 ```
 
 ### Import comdirect Export
 
 ```python
 from src.ingest.comdirect import ingest_comdirect
+from src.db import get_session
 from pathlib import Path
 
 csv_path = Path("/mnt/anbau/Software/Python/finanz-cockpit/scripts/dummy_data/comdirect_giro_01.csv")
-ingest_comdirect(csv_path)
+with get_session() as session:
+    ingest_comdirect(
+        session,
+        csv_path,
+        account_iban="DE89370400440532013000",
+        account_currency="EUR",
+    )
 ```
 
 ### Set Category Budgets
@@ -45,6 +54,7 @@ ingest_comdirect(csv_path)
 from src.models.category import Category, CategoryBudget
 from datetime import date
 from src.domain_utils import set_category_budget
+from src.db import get_session
 
 # Create category hierarchy
 cat = Category.from_str("Lebenshaltung:Essen:Supermarkt")
@@ -56,14 +66,17 @@ budget = CategoryBudget(
     valid_from=date(2026, 10, 1),
     valid_to=date(2026, 11, 30),
 )
-set_category_budget(db_session, budget)
+with get_session() as session:
+    set_category_budget(session, budget)
+    session.commit()
 
-# Budgets can also be unbounded (no dates specified)
-budget = CategoryBudget(
+    # Budgets can also be unbounded (no dates specified)
+    budget = CategoryBudget(
         category=cat,
         amount_eur=200.00,  # Monthly average
-)
-set_category_budget(db_session, budget)
+    )
+    set_category_budget(session, budget)
+    session.commit()
 ```
 
 ## Testing
@@ -141,7 +154,7 @@ alembic upgrade head
 pytest
 
 # Run with coverage report
-pytest --cov=src --cov-report=html -c .coverage htmlcov
+pytest --cov=src --cov-report=html:htmlcov
 ```
 
 ### Common Patterns

src/domain_utils.py

@@ -29,7 +29,8 @@ def find_category_db(session: Session, category: Category | None) -> CategoryDb
         return (
             session.query(CategoryDb)
             .filter_by(name=node.name, parent_id=parent_id)
-            .first()
+            .filter(CategoryDb.valid_to.is_(None))
+            .one_or_none()
         )
 
     return find_existing(category)

tests/test_domain_utils_budget_overlap.py

@@ -1,13 +1,13 @@
 """Comprehensive tests for set_category_budget overlap handling."""
 
-from datetime import date
+from datetime import UTC, date, datetime
 
 import pytest
 from sqlalchemy.orm import Session
 
 from src.domain_utils import find_category_db, set_category_budget
 from src.models import Category, CategoryBudget, CategoryBudgetDb
-from src.models.category import upsert_category
+from src.models.category import CategoryDb, upsert_category
 from tests.factories import CategoryFactory
 
 # NOTE: MYPY errors suppressed for test fixtures - see AGENTS.md for type checking notes.
@@ -615,6 +615,33 @@ class TestFindCategoryDb:
         result = find_category_db(db_session, Category(name="NonExistent"))
         assert result is None
 
+    def test_find_reintroduced_category_returns_active_version(
+        self, db_session: Session
+    ):
+        category = Category(name="Reintroduced")
+        historical = CategoryDb(
+            name=category.name,
+            valid_to=datetime(2026, 1, 1, tzinfo=UTC),
+            last_action="retired",
+        )
+        db_session.add(historical)
+        db_session.commit()
+
+        active = upsert_category(db_session, category, do_commit=False)
+        assert active is not None
+        db_session.commit()
+
+        result = find_category_db(db_session, category)
+        assert result is not None
+        assert result.id == active.id
+
+        set_category_budget(
+            db_session,
+            CategoryBudget(category=category, amount_eur=100.00),
+        )
+        budget = db_session.query(CategoryBudgetDb).one()
+        assert budget.category_id == active.id
+
 
 class TestSetCategoryBudgetErrorHandling:
     """Test error handling in set_category_budget."""