whisper-money/tests/Feature/DashboardAnalyticsTest.php

<?php

use App\Enums\AccountType;
use App\Enums\CategoryType;
use App\Models\Account;
use App\Models\AccountBalance;
use App\Models\Category;
use App\Models\Transaction;
use App\Models\User;
use Illuminate\Foundation\Testing\RefreshDatabase;

uses(RefreshDatabase::class);

beforeEach(function () {
    $this->user = User::factory()->create();
    $this->actingAs($this->user);
});

test('net worth calculates assets minus liabilities', function () {
    // Assets
    $checking = Account::factory()->create([
        'user_id' => $this->user->id,
        'type' => AccountType::Checking,
    ]);
    AccountBalance::factory()->create([
        'account_id' => $checking->id,
        'balance_date' => now(),
        'balance' => 500000, // $5,000.00
    ]);

    // Liabilities
    $creditCard = Account::factory()->create([
        'user_id' => $this->user->id,
        'type' => AccountType::CreditCard,
    ]);
    AccountBalance::factory()->create([
        'account_id' => $creditCard->id,
        'balance_date' => now(),
        'balance' => -100000, // -$1,000.00
    ]);

    // Previous period data (30 days ago)
    AccountBalance::factory()->create([
        'account_id' => $checking->id,
        'balance_date' => now()->subDays(30),
        'balance' => 400000, // $4,000.00
    ]);
    AccountBalance::factory()->create([
        'account_id' => $creditCard->id,
        'balance_date' => now()->subDays(30),
        'balance' => -50000, // -$500.00
    ]);

    $response = $this->getJson('/api/dashboard/net-worth?'.http_build_query([
        'from' => now()->subDays(29)->toDateString(),
        'to' => now()->toDateString(),
    ]));

    $response->assertOk()
        ->assertJson([
            'current' => 400000, // 5000 - 1000 = 4000
            'previous' => 350000, // 4000 - 500 = 3500
        ]);
});

test('monthly spending calculates expenses correctly', function () {
    $category = Category::factory()->create([
        'user_id' => $this->user->id,
        'type' => CategoryType::Expense,
    ]);

    // Current period expense
    Transaction::factory()->create([
        'user_id' => $this->user->id,
        'category_id' => $category->id,
        'amount' => -5000, // -$50.00
        'transaction_date' => now(),
    ]);

    // Previous period expense
    Transaction::factory()->create([
        'user_id' => $this->user->id,
        'category_id' => $category->id,
        'amount' => -3000, // -$30.00
        'transaction_date' => now()->subMonth(),
    ]);

    $response = $this->getJson('/api/dashboard/monthly-spending?'.http_build_query([
        'from' => now()->startOfMonth()->toDateString(),
        'to' => now()->endOfMonth()->toDateString(),
    ]));

    $response->assertOk()
        ->assertJson([
            'current' => 5000,
            'previous' => 3000,
        ]);
});

test('cash flow calculates income and expenses', function () {
    $incomeCategory = Category::factory()->create([
        'user_id' => $this->user->id,
        'type' => CategoryType::Income,
    ]);
    $expenseCategory = Category::factory()->create([
        'user_id' => $this->user->id,
        'type' => CategoryType::Expense,
    ]);

    // Income
    Transaction::factory()->create([
        'user_id' => $this->user->id,
        'category_id' => $incomeCategory->id,
        'amount' => 10000, // $100.00
        'transaction_date' => now(),
    ]);

    // Expense
    Transaction::factory()->create([
        'user_id' => $this->user->id,
        'category_id' => $expenseCategory->id,
        'amount' => -4000, // -$40.00
        'transaction_date' => now(),
    ]);

    $response = $this->getJson('/api/dashboard/cash-flow?'.http_build_query([
        'from' => now()->startOfMonth()->toDateString(),
        'to' => now()->endOfMonth()->toDateString(),
    ]));

    $response->assertOk()
        ->assertJson([
            'current' => [
                'income' => 10000,
                'expense' => 4000,
            ],
        ]);
});

test('top categories returns highest spending categories', function () {
    $cat1 = Category::factory()->create(['user_id' => $this->user->id, 'type' => CategoryType::Expense, 'name' => 'Food']);
    $cat2 = Category::factory()->create(['user_id' => $this->user->id, 'type' => CategoryType::Expense, 'name' => 'Rent']);

    Transaction::factory()->create([
        'user_id' => $this->user->id,
        'category_id' => $cat1->id,
        'amount' => -1000,
        'transaction_date' => now(),
    ]);
    Transaction::factory()->create([
        'user_id' => $this->user->id,
        'category_id' => $cat1->id,
        'amount' => -2000, // Total -3000
        'transaction_date' => now(),
    ]);

    Transaction::factory()->create([
        'user_id' => $this->user->id,
        'category_id' => $cat2->id,
        'amount' => -5000, // Total -5000 (Higher)
        'transaction_date' => now(),
    ]);

    $response = $this->getJson('/api/dashboard/top-categories?'.http_build_query([
        'from' => now()->startOfMonth()->toDateString(),
        'to' => now()->endOfMonth()->toDateString(),
    ]));

    $response->assertOk();
    $data = $response->json();

    expect($data)->toHaveCount(2);
    expect($data[0]['category']['id'])->toBe($cat2->id); // Highest spending first
    expect($data[0]['amount'])->toBe(5000);
    expect($data[1]['category']['id'])->toBe($cat1->id);
    expect($data[1]['amount'])->toBe(3000);
});

test('net worth evolution returns monthly data points', function () {
    Account::factory()->create(['user_id' => $this->user->id]);

    $response = $this->getJson('/api/dashboard/net-worth-evolution?'.http_build_query([
        'from' => now()->subMonths(2)->startOfMonth()->toDateString(),
        'to' => now()->endOfMonth()->toDateString(),
    ]));

    $response->assertOk();
    $data = $response->json();

    // Debug output
    // dump($data);

    // Should have points for current month + 2 previous months = 3 points
    expect($data)->toHaveCount(3);
    expect($data[0])->toHaveKeys(['date', 'value', 'timestamp']);
});