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- scripts/finance_tracker.py: CSV ledger (~/.rune/finance/, human-readable, portable), add/budget/report commands, month + week filters, per-category totals vs budgets with over-by flags, income/net, and recurring-payment detection (3+ same-note ~monthly payments) that surfaces subscription cancellation candidates — the exact 'flags subscriptions worth cancelling' acceptance. - tests/test_finance_tracker.py 6/6: sign→kind, budget over-flag, net, week filter, monthly-subscription detection, one-off not flagged.
78 lines
2.6 KiB
Python
78 lines
2.6 KiB
Python
"""test_finance_tracker.py — #3: the ledger, budgets, report, and the
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subscription flag that surfaces cancellation candidates. Isolated via
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RUNE_FINANCE_DIR tmp override."""
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import importlib.util
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import json
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import os
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import sys
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import tempfile
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import unittest
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from datetime import date, timedelta
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from pathlib import Path
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ROOT = Path(__file__).resolve().parents[1]
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def _load(tmp: str):
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os.environ["RUNE_FINANCE_DIR"] = tmp
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spec = importlib.util.spec_from_file_location("finance_tracker", ROOT / "scripts/finance_tracker.py")
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mod = importlib.util.module_from_spec(spec)
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spec.loader.exec_module(mod)
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return mod
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class TestFinanceTracker(unittest.TestCase):
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def setUp(self):
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self._tmp = tempfile.TemporaryDirectory()
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self.ft = _load(self._tmp.name)
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def tearDown(self):
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self._tmp.cleanup()
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def test_add_records_negative_as_expense(self):
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row = self.ft.add(-30.0, "Groceries", "weekly shop")
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self.assertEqual(row["kind"], "out")
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self.assertEqual(row["amount"], "30.00")
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self.assertEqual(row["category"], "groceries")
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def test_budget_and_report_flags_over(self):
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self.ft.set_budget("groceries", 100)
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self.ft.add(-60, "groceries", "shop 1")
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self.ft.add(-60, "groceries", "shop 2")
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r = self.ft.report()
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self.assertEqual(r["spend"], 120.0)
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self.assertEqual(
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r["over_budget"], [{"category": "groceries", "spent": 120.0, "budget": 100.0, "over_by": 20.0}]
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)
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def test_income_and_net(self):
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self.ft.add(1450, "salary", "October pay")
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self.ft.add(-250, "bills", "electric")
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r = self.ft.report()
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self.assertEqual(r["income"], 1450.0)
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self.assertEqual(r["net"], 1200.0)
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def test_week_filter(self):
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self.ft.add(-5, "coffee", "old", when=(date.today() - timedelta(days=10)).isoformat())
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self.ft.add(-4, "coffee", "recent", when=(date.today() - timedelta(days=2)).isoformat())
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r = self.ft.report(week=True)
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self.assertEqual(r["spend"], 4.0)
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def test_subscription_detection_monthly(self):
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today = date.today()
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for i in (3, 2, 1):
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self.ft.add(-9.99, "subscriptions", "netflix", when=(today - timedelta(days=30 * i)).isoformat())
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subs = self.ft.find_subscriptions()
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self.assertEqual(len(subs), 1)
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self.assertEqual(subs[0]["note"], "netflix")
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self.assertEqual(subs[0]["monthly"], 9.99)
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def test_one_off_not_flagged(self):
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self.ft.add(-120, "electronics", "headphones")
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self.assertEqual(self.ft.find_subscriptions(), [])
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if __name__ == "__main__":
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unittest.main()
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