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finanz-cockpit/tests/test_domain_utils_budget_overlap.py
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Python

"""Comprehensive tests for set_category_budget overlap handling."""
from datetime import date
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
# NOTE: MYPY errors suppressed for test fixtures - see AGENTS.md for type checking notes.
class TestSetCategoryBudgetNoOverlap:
"""Test budgets that don't overlap with existing ones."""
def test_no_overlap_add_new(self, db_session: Session):
"""When new budget has no overlap with existing, add both."""
cat = Category(name="NoOverlap")
cat_db = upsert_category(db_session, cat, do_commit=False)
db_session.commit()
# First budget: Oct 1 - Nov 30
budget1 = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=date(2026, 10, 1),
valid_to=date(2026, 11, 30),
)
set_category_budget(db_session, budget1)
# Second budget: Dec 1 - Dec 31 (no overlap with Oct-Nov range)
budget2 = CategoryBudget(
category=cat,
amount_eur=150.00,
valid_from=date(2026, 12, 1),
valid_to=date(2026, 12, 31),
)
set_category_budget(db_session, budget2)
budgets = list(
db_session.query(CategoryBudgetDb).filter_by(category_id=cat_db.id)
)
assert len(budgets) == 2
def test_completely_before_no_overlap(self, db_session: Session):
"""New budget completely before existing - should add both."""
cat = Category(name="BeforeExisting")
cat_db = upsert_category(db_session, cat, do_commit=False)
db_session.commit()
# Existing budget covering Oct 15 - Dec 30
existing_budget = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=date(2026, 10, 15),
valid_to=date(2026, 12, 30),
)
set_category_budget(db_session, existing_budget)
# New budget covering Sep 1 - Sep 30 (completely before)
new_budget = CategoryBudget(
category=cat,
amount_eur=50.00,
valid_from=date(2026, 9, 1),
valid_to=date(2026, 9, 30),
)
set_category_budget(db_session, new_budget)
budgets = list(
db_session.query(CategoryBudgetDb).filter_by(category_id=cat_db.id)
)
assert len(budgets) == 2
class TestSetCategoryBudgetFullOverlap:
"""Test when new budget fully overlaps existing."""
def test_full_overlap_replace(self, db_session: Session):
"""When new budget fully overlaps existing, replace entirely."""
cat = Category(name="FullOverlap")
cat_db = upsert_category(db_session, cat, do_commit=False)
db_session.commit()
# Existing budget covering Oct 1 - Nov 30
existing_budget = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=date(2026, 10, 1),
valid_to=date(2026, 11, 30),
)
set_category_budget(db_session, existing_budget)
# New budget covering Oct 1 - Nov 30 (same range, different amount)
new_budget = CategoryBudget(
category=cat,
amount_eur=200.00,
valid_from=date(2026, 10, 1),
valid_to=date(2026, 11, 30),
)
set_category_budget(db_session, new_budget)
budgets = list(
db_session.query(CategoryBudgetDb).filter_by(category_id=cat_db.id)
)
# Should have only 1 budget with the new amount (replaced old one)
assert len(budgets) == 1
assert budgets[0].amount_eur == 200.00
class TestSetCategoryBudgetPartialOverlapStart:
"""Test partial overlap where new budget overlaps at start."""
def test_partial_overlap_at_start(self, db_session: Session):
"""When new budget overlaps existing from the start, keep end and cut before."""
cat = Category(name="OverlapStart")
cat_db = upsert_category(db_session, cat, do_commit=False)
db_session.commit()
# Existing budget covering Oct 1 - Nov 30
existing_budget = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=date(2026, 10, 1),
valid_to=date(2026, 11, 30),
)
set_category_budget(db_session, existing_budget)
# New budget covering Oct 1 - Nov 15 (overlaps from start)
new_budget = CategoryBudget(
category=cat,
amount_eur=120.00,
valid_from=date(2026, 10, 1),
valid_to=date(2026, 11, 15),
)
set_category_budget(db_session, new_budget)
# Should have 2 budgets:
# 1. Oct 1 - Nov 15 (new budget)
# 2. Dec 1 - Dec 30 (remainder from old budget, after overlap end + 1 day)
budgets = list(
db_session.query(CategoryBudgetDb).filter_by(category_id=cat_db.id)
)
assert len(budgets) == 2
class TestSetCategoryBudgetPartialOverlapEnd:
"""Test partial overlap where new budget overlaps at end."""
def test_partial_overlap_at_end(self, db_session: Session):
"""When new budget overlaps existing at the end, keep start and cut after."""
cat = Category(name="OverlapEnd")
cat_db = upsert_category(db_session, cat, do_commit=False)
db_session.commit()
# Existing budget covering Oct 1 - Nov 30
existing_budget = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=date(2026, 10, 1),
valid_to=date(2026, 11, 30),
)
set_category_budget(db_session, existing_budget)
# New budget covering Oct 15 - Nov 30 (overlaps at end)
new_budget = CategoryBudget(
category=cat,
amount_eur=120.00,
valid_from=date(2026, 10, 15),
valid_to=date(2026, 11, 30),
)
set_category_budget(db_session, new_budget)
# Should have 2 budgets:
# 1. Oct 1 - Oct 14 (remainder from old budget, before overlap start - 1 day)
# 2. Oct 15 - Nov 30 (new budget)
budgets = list(
db_session.query(CategoryBudgetDb).filter_by(category_id=cat_db.id)
)
assert len(budgets) == 2
class TestSetCategoryBudgetMiddleOverlap:
"""Test overlap in the middle that splits existing budget."""
def test_complex_overlap_middle(self, db_session: Session):
"""Handle overlap in the middle that splits existing budget into two parts."""
cat = Category(name="SplitMiddle")
cat_db = upsert_category(db_session, cat, do_commit=False)
db_session.commit()
# Existing budget covering Oct 1 - Dec 31
existing_budget = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=date(2026, 10, 1),
valid_to=date(2026, 12, 31),
)
set_category_budget(db_session, existing_budget)
# New budget covering Oct 15 - Nov 30 (overlaps in middle)
new_budget = CategoryBudget(
category=cat,
amount_eur=150.00,
valid_from=date(2026, 10, 15),
valid_to=date(2026, 11, 30),
)
set_category_budget(db_session, new_budget)
# Should have 3 budgets:
# 1. Oct 1 - Oct 14 (before new range, original amount)
# 2. Oct 15 - Nov 30 (new budget, new amount)
# 3. Dec 1 - Dec 31 (after new range, original amount)
budgets = list(
db_session.query(CategoryBudgetDb).filter_by(category_id=cat_db.id)
)
assert len(budgets) == 3
class TestSetCategoryBudgetUnbounded:
"""Test budgets with unbounded dates."""
def test_unbounded_start(self, db_session: Session):
"""Budget with None valid_from (unbounded start)."""
cat = Category(name="UnboundedStart")
cat_db = upsert_category(db_session, cat, do_commit=False)
db_session.commit()
budget = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=None, # Unbounded start
valid_to=date(2026, 12, 31),
)
set_category_budget(db_session, budget)
budgets = list(
db_session.query(CategoryBudgetDb).filter_by(category_id=cat_db.id)
)
assert len(budgets) == 1
assert budgets[0].valid_from is None
assert budgets[0].valid_to == date(2026, 12, 31)
def test_unbounded_end(self, db_session: Session):
"""Budget with None valid_to (unbounded end)."""
cat = Category(name="UnboundedEnd")
cat_db = upsert_category(db_session, cat, do_commit=False)
db_session.commit()
budget = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=date(2026, 10, 1),
valid_to=None, # Unbounded end
)
set_category_budget(db_session, budget)
budgets = list(
db_session.query(CategoryBudgetDb).filter_by(category_id=cat_db.id)
)
assert len(budgets) == 1
assert budgets[0].valid_from == date(2026, 10, 1)
assert budgets[0].valid_to is None
def test_unbounded_both(self, db_session: Session):
"""Budget with both dates unbounded (None)."""
cat = Category(name="UnboundedBoth")
cat_db = upsert_category(db_session, cat, do_commit=False)
db_session.commit()
budget = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=None, # Unbounded start
valid_to=None, # Unbounded end
)
set_category_budget(db_session, budget)
budgets = list(
db_session.query(CategoryBudgetDb).filter_by(category_id=cat_db.id)
)
assert len(budgets) == 1
assert budgets[0].valid_from is None
assert budgets[0].valid_to is None
class TestSetCategoryBudgetWithExistingUnbounded:
"""Test adding bounded budgets to categories with existing unbounded budgets."""
def test_add_bounded_after_unbounded(self, db_session: Session):
"""Add a bounded budget after an unbounded one (no overlap)."""
cat = Category(name="AfterUnbounded")
cat_db = upsert_category(db_session, cat, do_commit=False)
db_session.commit()
# First, add unbounded budget
unbounded_budget = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=None,
valid_to=None,
)
set_category_budget(db_session, unbounded_budget)
# Add bounded budget after (Nov 1 - Dec 31)
bounded_budget = CategoryBudget(
category=cat,
amount_eur=150.00,
valid_from=date(2026, 11, 1),
valid_to=date(2026, 12, 31),
)
set_category_budget(db_session, bounded_budget)
budgets = list(
db_session.query(CategoryBudgetDb).filter_by(category_id=cat_db.id)
)
assert len(budgets) == 2
def test_add_bounded_before_unbounded(self, db_session: Session):
"""Add a bounded budget before an unbounded one (no overlap)."""
cat = Category(name="BeforeUnbounded")
cat_db = upsert_category(db_session, cat, do_commit=False)
db_session.commit()
# First, add unbounded budget
unbounded_budget = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=None,
valid_to=None,
)
set_category_budget(db_session, unbounded_budget)
# Add bounded budget before (Sep 1 - Oct 31)
bounded_budget = CategoryBudget(
category=cat,
amount_eur=75.00,
valid_from=date(2026, 9, 1),
valid_to=date(2026, 10, 31),
)
set_category_budget(db_session, bounded_budget)
budgets = list(
db_session.query(CategoryBudgetDb).filter_by(category_id=cat_db.id)
)
assert len(budgets) == 2
class TestSetCategoryBudgetMultipleWithSameAmount:
"""Test multiple budgets with same amount and overlapping dates."""
def test_same_range_different_amount(self, db_session: Session):
"""When two budgets have same range but different amounts, only one should remain."""
cat = Category(name="SameRangeDifferentAmount")
cat_db = upsert_category(db_session, cat, do_commit=False)
db_session.commit()
# First budget
budget1 = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=date(2026, 10, 1),
valid_to=date(2026, 11, 30),
)
set_category_budget(db_session, budget1)
# Same range but different amount
budget2 = CategoryBudget(
category=cat,
amount_eur=200.00,
valid_from=date(2026, 10, 1),
valid_to=date(2026, 11, 30),
)
set_category_budget(db_session, budget2)
budgets = list(
db_session.query(CategoryBudgetDb).filter_by(category_id=cat_db.id)
)
assert len(budgets) == 1
assert budgets[0].amount_eur == 200.00
class TestSetCategoryBudgetDateEdgeCases:
"""Test edge cases around date boundaries."""
def test_adjacent_budgets_no_overlap(self, db_session: Session):
"""Two budgets that are adjacent (end of one is start-1 of next) should both exist."""
cat = Category(name="Adjacent")
cat_db = upsert_category(db_session, cat, do_commit=False)
db_session.commit()
# Budget 1: Oct 1 - Oct 31
budget1 = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=date(2026, 10, 1),
valid_to=date(2026, 10, 31),
)
set_category_budget(db_session, budget1)
# Budget 2: Nov 1 - Nov 30 (adjacent to Oct 31)
budget2 = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=date(2026, 11, 1),
valid_to=date(2026, 11, 30),
)
set_category_budget(db_session, budget2)
budgets = list(
db_session.query(CategoryBudgetDb).filter_by(category_id=cat_db.id)
)
assert len(budgets) == 2
class TestFindCategoryDb:
"""Test find_category_db function."""
def test_find_simple(self, db_session: Session):
"""Find a simple category without parent."""
cat = Category(name="SimpleCategory")
upsert_category(db_session, cat, do_commit=False)
db_session.commit()
result = find_category_db(db_session, cat)
assert result is not None
assert str(result.name) == "SimpleCategory"
def test_find_with_parent_hierarchy(self, db_session: Session):
"""Find a category with parent hierarchy."""
grandfather = Category(name="grandfather")
upsert_category(db_session, grandfather, do_commit=False)
db_session.commit()
father = Category(name="father", parent=grandfather)
upsert_category(db_session, father, do_commit=False)
db_session.commit()
child = Category(name="child", parent=father)
upsert_category(db_session, child, do_commit=False)
db_session.commit()
# Find the child via find_category_db
result = find_category_db(db_session, child)
assert result is not None
assert str(result.parent.name) == "father"
def test_find_nonexistent(self, db_session: Session):
"""Return None for non-existent category."""
# Create a category but don't add it to session (already in memory from fixtures)
result = find_category_db(db_session, Category(name="NonExistent"))
assert result is None
class TestSetCategoryBudgetErrorHandling:
"""Test error handling in set_category_budget."""
def test_missing_category_raises_error(self, db_session: Session):
"""set_category_budget should raise ValueError for missing category."""
cat = Category(name="NonExistent")
budget = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=date(2026, 10, 1),
valid_to=date(2026, 10, 31),
)
with pytest.raises(ValueError) as exc_info:
set_category_budget(db_session, budget)
assert "NonExistent" in str(exc_info.value)
def test_missing_parent_raises_error(self, db_session: Session):
"""set_category_budget should raise ValueError for missing parent."""
cat = Category(name="ChildOfMissing")
budget = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=date(2026, 10, 1),
valid_to=date(2026, 10, 31),
)
with pytest.raises(ValueError) as exc_info:
set_category_budget(db_session, budget)
# The error should mention that the category was not found (including its parent)
assert (
"ChildOfMissing" in str(exc_info.value).lower()
or "not found" in str(exc_info.value).lower()
or "no matching" in str(exc_info.value).lower()
)
class TestSetCategoryBudgetValidation:
"""Test CategoryBudget model validation rules."""
def test_valid_budget_no_dates(self):
"""Budget with None dates is valid."""
cat = Category.from_str("test")
budget = CategoryBudget(
category=cat,
amount_eur=100.00,
)
assert budget.valid_from is None
assert budget.valid_to is None
def test_valid_budget_with_dates(self):
"""Budget with dates is valid."""
cat = Category.from_str("test")
budget = CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=date(2026, 10, 1),
valid_to=date(2026, 11, 30),
)
assert budget.valid_from == date(2026, 10, 1)
assert budget.valid_to == date(2026, 11, 30)
def test_invalid_date_range_raises(self):
"""Budget with valid_from > valid_to should raise validation error."""
cat = Category.from_str("test")
with pytest.raises(ValueError) as exc_info:
CategoryBudget(
category=cat,
amount_eur=100.00,
valid_from=date(2026, 11, 30),
valid_to=date(2026, 10, 1),
)
assert "valid_from" in str(exc_info.value) or "valid_to" in str(exc_info.value)
def test_amount_must_be_positive(self):
"""Amount must be greater than zero."""
cat = Category.from_str("test")
with pytest.raises(ValueError) as exc_info:
CategoryBudget(
category=cat,
amount_eur=-100.00,
valid_from=date(2026, 10, 1),
valid_to=date(2026, 11, 30),
)
assert "greater than" in str(exc_info.value).lower()