292 lines
9.5 KiB
PHP
292 lines
9.5 KiB
PHP
<?php
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use App\Enums\AccountType;
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use App\Enums\CategoryType;
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use App\Models\Account;
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use App\Models\AccountBalance;
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use App\Models\Category;
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use App\Models\Transaction;
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use App\Models\User;
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beforeEach(function () {
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$this->user = User::factory()->create();
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$this->actingAs($this->user);
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});
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test('net worth calculates assets minus liabilities', function () {
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// Assets
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$checking = Account::factory()->create([
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'user_id' => $this->user->id,
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'type' => AccountType::Checking,
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]);
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AccountBalance::factory()->create([
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'account_id' => $checking->id,
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'balance_date' => now(),
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'balance' => 500000, // $5,000.00
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]);
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// Liabilities
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$creditCard = Account::factory()->create([
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'user_id' => $this->user->id,
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'type' => AccountType::CreditCard,
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]);
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AccountBalance::factory()->create([
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'account_id' => $creditCard->id,
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'balance_date' => now(),
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'balance' => -100000, // -$1,000.00
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]);
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// Previous period data (30 days ago)
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AccountBalance::factory()->create([
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'account_id' => $checking->id,
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'balance_date' => now()->subDays(30),
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'balance' => 400000, // $4,000.00
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]);
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AccountBalance::factory()->create([
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'account_id' => $creditCard->id,
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'balance_date' => now()->subDays(30),
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'balance' => -50000, // -$500.00
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]);
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$response = $this->getJson('/api/dashboard/net-worth?'.http_build_query([
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'from' => now()->subDays(29)->toDateString(),
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'to' => now()->toDateString(),
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]));
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$response->assertOk()
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->assertJson([
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'current' => 400000, // 5000 - 1000 = 4000
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'previous' => 350000, // 4000 - 500 = 3500
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]);
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});
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test('monthly spending calculates expenses correctly', function () {
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$category = Category::factory()->create([
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'user_id' => $this->user->id,
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'type' => CategoryType::Expense,
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]);
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// Current period expense
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Transaction::factory()->create([
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'user_id' => $this->user->id,
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'category_id' => $category->id,
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'amount' => -5000, // -$50.00
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'transaction_date' => now(),
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]);
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// Previous period expense (use subMonthNoOverflow to avoid Dec 31 -> Dec 1 issue)
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Transaction::factory()->create([
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'user_id' => $this->user->id,
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'category_id' => $category->id,
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'amount' => -3000, // -$30.00
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'transaction_date' => now()->subMonthNoOverflow(),
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]);
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$response = $this->getJson('/api/dashboard/monthly-spending?'.http_build_query([
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'from' => now()->startOfMonth()->toDateString(),
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'to' => now()->endOfMonth()->toDateString(),
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]));
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$response->assertOk()
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->assertJson([
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'current' => 5000,
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'previous' => 3000,
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]);
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});
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test('cash flow calculates income and expenses', function () {
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$incomeCategory = Category::factory()->create([
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'user_id' => $this->user->id,
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'type' => CategoryType::Income,
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]);
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$expenseCategory = Category::factory()->create([
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'user_id' => $this->user->id,
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'type' => CategoryType::Expense,
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]);
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// Income
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Transaction::factory()->create([
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'user_id' => $this->user->id,
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'category_id' => $incomeCategory->id,
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'amount' => 10000, // $100.00
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'transaction_date' => now(),
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]);
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// Expense
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Transaction::factory()->create([
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'user_id' => $this->user->id,
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'category_id' => $expenseCategory->id,
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'amount' => -4000, // -$40.00
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'transaction_date' => now(),
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]);
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$response = $this->getJson('/api/dashboard/cash-flow?'.http_build_query([
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'from' => now()->startOfMonth()->toDateString(),
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'to' => now()->endOfMonth()->toDateString(),
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]));
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$response->assertOk()
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->assertJson([
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'current' => [
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'income' => 10000,
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'expense' => 4000,
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],
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]);
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});
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test('top categories returns highest spending categories', function () {
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$cat1 = Category::factory()->create(['user_id' => $this->user->id, 'type' => CategoryType::Expense, 'name' => 'Food']);
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$cat2 = Category::factory()->create(['user_id' => $this->user->id, 'type' => CategoryType::Expense, 'name' => 'Rent']);
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Transaction::factory()->create([
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'user_id' => $this->user->id,
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'category_id' => $cat1->id,
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'amount' => -1000,
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'transaction_date' => now(),
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]);
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Transaction::factory()->create([
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'user_id' => $this->user->id,
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'category_id' => $cat1->id,
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'amount' => -2000, // Total -3000
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'transaction_date' => now(),
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]);
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Transaction::factory()->create([
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'user_id' => $this->user->id,
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'category_id' => $cat2->id,
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'amount' => -5000, // Total -5000 (Higher)
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'transaction_date' => now(),
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]);
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$response = $this->getJson('/api/dashboard/top-categories?'.http_build_query([
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'from' => now()->startOfMonth()->toDateString(),
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'to' => now()->endOfMonth()->toDateString(),
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]));
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$response->assertOk();
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$data = $response->json();
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expect($data)->toHaveCount(2);
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expect($data[0]['category']['id'])->toBe($cat2->id); // Highest spending first
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expect($data[0]['amount'])->toBe(5000);
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expect($data[0])->toHaveKeys(['previous_amount', 'total_amount']);
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expect($data[0]['total_amount'])->toBe(8000); // 5000 + 3000
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expect($data[1]['category']['id'])->toBe($cat1->id);
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expect($data[1]['amount'])->toBe(3000);
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});
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test('net worth evolution returns monthly data points with per-account balances', function () {
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$account1 = Account::factory()->create([
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'user_id' => $this->user->id,
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'type' => AccountType::Checking,
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'name' => 'Checking Account',
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'currency_code' => 'USD',
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]);
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$account2 = Account::factory()->create([
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'user_id' => $this->user->id,
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'type' => AccountType::Savings,
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'name' => 'Savings Account',
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'currency_code' => 'EUR',
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]);
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AccountBalance::factory()->create([
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'account_id' => $account1->id,
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'balance_date' => now()->subMonthNoOverflow()->endOfMonth(),
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'balance' => 100000,
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]);
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AccountBalance::factory()->create([
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'account_id' => $account2->id,
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'balance_date' => now()->subMonthNoOverflow()->endOfMonth(),
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'balance' => 200000,
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]);
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AccountBalance::factory()->create([
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'account_id' => $account1->id,
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'balance_date' => now()->endOfMonth(),
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'balance' => 150000,
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]);
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AccountBalance::factory()->create([
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'account_id' => $account2->id,
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'balance_date' => now()->endOfMonth(),
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'balance' => 250000,
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]);
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$response = $this->getJson('/api/dashboard/net-worth-evolution?'.http_build_query([
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'from' => now()->subMonthsNoOverflow(2)->startOfMonth()->toDateString(),
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'to' => now()->endOfMonth()->toDateString(),
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]));
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$response->assertOk();
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$data = $response->json();
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expect($data)->toHaveKeys(['data', 'accounts']);
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expect($data['data'])->toHaveCount(3);
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expect($data['data'][0])->toHaveKeys(['month', 'timestamp', $account1->id, $account2->id]);
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expect($data['accounts'])->toHaveKey($account1->id);
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expect($data['accounts'])->toHaveKey($account2->id);
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expect($data['accounts'][$account1->id]['name'])->toBe('Checking Account');
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expect($data['accounts'][$account1->id]['currency_code'])->toBe('USD');
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expect($data['accounts'][$account2->id]['name'])->toBe('Savings Account');
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expect($data['accounts'][$account2->id]['currency_code'])->toBe('EUR');
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});
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test('net worth evolution uses last balance of each month per account', function () {
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$account = Account::factory()->create([
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'user_id' => $this->user->id,
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'type' => AccountType::Checking,
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]);
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$lastMonth = now()->subMonth();
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AccountBalance::factory()->create([
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'account_id' => $account->id,
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'balance_date' => $lastMonth->copy()->startOfMonth()->addDays(5),
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'balance' => 100000,
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]);
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AccountBalance::factory()->create([
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'account_id' => $account->id,
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'balance_date' => $lastMonth->copy()->endOfMonth()->subDays(5),
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'balance' => 150000,
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]);
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AccountBalance::factory()->create([
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'account_id' => $account->id,
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'balance_date' => $lastMonth->copy()->endOfMonth(),
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'balance' => 200000,
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]);
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$response = $this->getJson('/api/dashboard/net-worth-evolution?'.http_build_query([
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'from' => $lastMonth->copy()->startOfMonth()->toDateString(),
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'to' => $lastMonth->copy()->endOfMonth()->toDateString(),
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]));
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$response->assertOk();
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$data = $response->json();
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expect($data['data'][0][$account->id])->toBe(200000);
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});
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test('net worth evolution returns account metadata including bank', function () {
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$account = Account::factory()->create([
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'user_id' => $this->user->id,
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'type' => AccountType::CreditCard,
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'name' => 'My Credit Card',
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'name_iv' => 'test_iv_1234567',
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]);
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$response = $this->getJson('/api/dashboard/net-worth-evolution?'.http_build_query([
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'from' => now()->startOfMonth()->toDateString(),
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'to' => now()->endOfMonth()->toDateString(),
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]));
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$response->assertOk();
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$data = $response->json();
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expect($data['accounts'][$account->id])->toMatchArray([
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'id' => $account->id,
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'name' => 'My Credit Card',
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'name_iv' => 'test_iv_1234567',
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'type' => 'credit_card',
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]);
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expect($data['accounts'][$account->id])->toHaveKey('bank');
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expect($data['accounts'][$account->id]['bank'])->toHaveKeys(['id', 'name', 'logo']);
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});
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