Test: add comprehensive unit test project for services

Add MoneyMap.Tests project with xUnit tests for all new services:

- AccountServiceTests: Account retrieval, stats, validation, deletion
- CardServiceTests: Card retrieval, stats, validation, deletion
- MerchantServiceTests: Merchant CRUD operations
- ReferenceDataServiceTests: Reference data retrieval
- TransactionServiceTests: Duplicate detection, retrieval, deletion
- TransactionStatisticsServiceTests: Statistics calculations
- ReceiptMatchingServiceTests: Receipt-to-transaction matching logic
- DbContextHelper: In-memory database context factory for test isolation

Uses xUnit, Moq, and EF Core InMemory database. Solution file updated to include test project.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
AJ
2025-10-26 00:01:28 -04:00
parent f8bb5d5a82
commit af4a638b81
10 changed files with 1679 additions and 0 deletions

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<Project Sdk="Microsoft.NET.Sdk">
<PropertyGroup>
<TargetFramework>net9.0</TargetFramework>
<ImplicitUsings>enable</ImplicitUsings>
<Nullable>enable</Nullable>
<IsPackable>false</IsPackable>
</PropertyGroup>
<ItemGroup>
<PackageReference Include="coverlet.collector" Version="6.0.2" />
<PackageReference Include="Microsoft.EntityFrameworkCore.InMemory" Version="9.0.10" />
<PackageReference Include="Microsoft.NET.Test.Sdk" Version="17.12.0" />
<PackageReference Include="Moq" Version="4.20.72" />
<PackageReference Include="xunit" Version="2.9.2" />
<PackageReference Include="xunit.runner.visualstudio" Version="2.8.2" />
</ItemGroup>
<ItemGroup>
<Using Include="Xunit" />
</ItemGroup>
<ItemGroup>
<ProjectReference Include="..\MoneyMap\MoneyMap.csproj" />
</ItemGroup>
</Project>

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using MoneyMap.Models;
using MoneyMap.Services;
using MoneyMap.Tests.TestHelpers;
using Xunit;
namespace MoneyMap.Tests.Services;
public class AccountServiceTests
{
[Fact]
public async Task GetAllAccountsWithStatsAsync_ReturnsAccountsWithTransactionCounts()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new AccountService(context);
var account1 = new Account
{
Id = 1,
Institution = "Bank A",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "John Doe"
};
var account2 = new Account
{
Id = 2,
Institution = "Bank B",
AccountType = AccountType.Savings,
Last4 = "5678",
Owner = "Jane Smith"
};
context.Accounts.AddRange(account1, account2);
var transaction1 = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test",
Memo = "Test",
AccountId = 1
};
var transaction2 = new Transaction
{
Date = DateTime.Now,
Amount = -25.00m,
Name = "Test",
Memo = "Test",
AccountId = 1
};
context.Transactions.AddRange(transaction1, transaction2);
await context.SaveChangesAsync();
// Act
var result = await service.GetAllAccountsWithStatsAsync();
// Assert
Assert.Equal(2, result.Count);
var account1Stats = result.First(a => a.Id == 1);
Assert.Equal(2, account1Stats.TransactionCount);
var account2Stats = result.First(a => a.Id == 2);
Assert.Equal(0, account2Stats.TransactionCount);
}
[Fact]
public async Task CanDeleteAccountAsync_ReturnsFalse_WhenAccountHasTransactions()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new AccountService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var transaction = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test",
Memo = "Test",
AccountId = 1
};
context.Transactions.Add(transaction);
await context.SaveChangesAsync();
// Act
var result = await service.CanDeleteAccountAsync(1);
// Assert
Assert.False(result.CanDelete);
Assert.Contains("transaction", result.Reason, StringComparison.OrdinalIgnoreCase);
}
[Fact]
public async Task CanDeleteAccountAsync_ReturnsTrue_WhenAccountHasNoTransactions()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new AccountService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
await context.SaveChangesAsync();
// Act
var result = await service.CanDeleteAccountAsync(1);
// Assert
Assert.True(result.CanDelete);
}
[Fact]
public async Task DeleteAccountAsync_SuccessfullyDeletesAccount_WhenNoTransactions()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new AccountService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
await context.SaveChangesAsync();
// Act
var result = await service.DeleteAccountAsync(1);
// Assert
Assert.True(result.Success);
Assert.Empty(context.Accounts);
}
[Fact]
public async Task DeleteAccountAsync_FailsToDelete_WhenAccountHasTransactions()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new AccountService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var transaction = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test",
Memo = "Test",
AccountId = 1
};
context.Transactions.Add(transaction);
await context.SaveChangesAsync();
// Act
var result = await service.DeleteAccountAsync(1);
// Assert
Assert.False(result.Success);
Assert.Single(context.Accounts);
}
[Fact]
public async Task GetAccountDetailsAsync_ReturnsFullDetails_WithCardsAndCounts()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new AccountService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var card = new Card
{
Id = 1,
AccountId = 1,
Issuer = "VISA",
Last4 = "9999",
Owner = "Test Owner"
};
context.Cards.Add(card);
var transaction = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
CardId = 1
};
context.Transactions.Add(transaction);
await context.SaveChangesAsync();
// Act
var result = await service.GetAccountDetailsAsync(1);
// Assert
Assert.NotNull(result);
Assert.Equal(1, result.Account.Id);
Assert.Single(result.Cards);
Assert.Equal(1, result.Cards[0].TransactionCount);
Assert.Equal(1, result.TransactionCount);
}
}

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using MoneyMap.Models;
using MoneyMap.Services;
using MoneyMap.Tests.TestHelpers;
using Xunit;
namespace MoneyMap.Tests.Services;
public class CardServiceTests
{
[Fact]
public async Task GetAllCardsWithStatsAsync_ReturnsCardsWithTransactionCounts()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new CardService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var card1 = new Card
{
Id = 1,
AccountId = 1,
Issuer = "VISA",
Last4 = "1111",
Owner = "John Doe"
};
var card2 = new Card
{
Id = 2,
AccountId = 1,
Issuer = "Mastercard",
Last4 = "2222",
Owner = "Jane Smith"
};
context.Cards.AddRange(card1, card2);
var transaction = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
CardId = 1
};
context.Transactions.Add(transaction);
await context.SaveChangesAsync();
// Act
var result = await service.GetAllCardsWithStatsAsync();
// Assert
Assert.Equal(2, result.Count);
var card1Stats = result.First(c => c.Card.Id == 1);
Assert.Equal(1, card1Stats.TransactionCount);
var card2Stats = result.First(c => c.Card.Id == 2);
Assert.Equal(0, card2Stats.TransactionCount);
}
[Fact]
public async Task CanDeleteCardAsync_ReturnsFalse_WhenCardHasTransactions()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new CardService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var card = new Card
{
Id = 1,
AccountId = 1,
Issuer = "VISA",
Last4 = "9999",
Owner = "Test Owner"
};
context.Cards.Add(card);
var transaction = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
CardId = 1
};
context.Transactions.Add(transaction);
await context.SaveChangesAsync();
// Act
var result = await service.CanDeleteCardAsync(1);
// Assert
Assert.False(result.CanDelete);
Assert.Contains("transaction", result.Reason, StringComparison.OrdinalIgnoreCase);
}
[Fact]
public async Task CanDeleteCardAsync_ReturnsTrue_WhenCardHasNoTransactions()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new CardService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var card = new Card
{
Id = 1,
AccountId = 1,
Issuer = "VISA",
Last4 = "9999",
Owner = "Test Owner"
};
context.Cards.Add(card);
await context.SaveChangesAsync();
// Act
var result = await service.CanDeleteCardAsync(1);
// Assert
Assert.True(result.CanDelete);
}
[Fact]
public async Task DeleteCardAsync_SuccessfullyDeletesCard_WhenNoTransactions()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new CardService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var card = new Card
{
Id = 1,
AccountId = 1,
Issuer = "VISA",
Last4 = "9999",
Owner = "Test Owner"
};
context.Cards.Add(card);
await context.SaveChangesAsync();
// Act
var result = await service.DeleteCardAsync(1);
// Assert
Assert.True(result.Success);
Assert.Empty(context.Cards);
}
[Fact]
public async Task DeleteCardAsync_FailsToDelete_WhenCardHasTransactions()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new CardService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var card = new Card
{
Id = 1,
AccountId = 1,
Issuer = "VISA",
Last4 = "9999",
Owner = "Test Owner"
};
context.Cards.Add(card);
var transaction = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
CardId = 1
};
context.Transactions.Add(transaction);
await context.SaveChangesAsync();
// Act
var result = await service.DeleteCardAsync(1);
// Assert
Assert.False(result.Success);
Assert.Single(context.Cards);
}
}

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using MoneyMap.Models;
using MoneyMap.Services;
using MoneyMap.Tests.TestHelpers;
using Xunit;
namespace MoneyMap.Tests.Services;
public class MerchantServiceTests
{
[Fact]
public async Task GetOrCreateAsync_CreatesNewMerchant_WhenDoesNotExist()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new MerchantService(context);
// Act
var result = await service.GetOrCreateAsync("Walmart");
// Assert
Assert.NotNull(result);
Assert.Equal("Walmart", result.Name);
Assert.Single(context.Merchants);
}
[Fact]
public async Task GetOrCreateAsync_ReturnsExistingMerchant_WhenExists()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new MerchantService(context);
var existingMerchant = new Merchant { Id = 1, Name = "Walmart" };
context.Merchants.Add(existingMerchant);
await context.SaveChangesAsync();
// Act
var result = await service.GetOrCreateAsync("Walmart");
// Assert
Assert.NotNull(result);
Assert.Equal(1, result.Id);
Assert.Single(context.Merchants);
}
[Fact]
public async Task GetAllMerchantsWithStatsAsync_ReturnsMerchantsWithStats()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new MerchantService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var merchant1 = new Merchant { Id = 1, Name = "Walmart" };
var merchant2 = new Merchant { Id = 2, Name = "Target" };
context.Merchants.AddRange(merchant1, merchant2);
var transaction = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
MerchantId = 1
};
context.Transactions.Add(transaction);
await context.SaveChangesAsync();
// Act
var result = await service.GetAllMerchantsWithStatsAsync();
// Assert
Assert.Equal(2, result.Count);
var walmart = result.First(m => m.Name == "Walmart");
Assert.Equal(1, walmart.TransactionCount);
var target = result.First(m => m.Name == "Target");
Assert.Equal(0, target.TransactionCount);
}
[Fact]
public async Task UpdateMerchantAsync_SuccessfullyUpdatesName()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new MerchantService(context);
var merchant = new Merchant { Id = 1, Name = "Walmart" };
context.Merchants.Add(merchant);
await context.SaveChangesAsync();
// Act
var result = await service.UpdateMerchantAsync(1, "Walmart Supercenter");
// Assert
Assert.True(result.Success);
var updated = await context.Merchants.FindAsync(1);
Assert.Equal("Walmart Supercenter", updated!.Name);
}
[Fact]
public async Task UpdateMerchantAsync_FailsWhenDuplicateName()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new MerchantService(context);
var merchant1 = new Merchant { Id = 1, Name = "Walmart" };
var merchant2 = new Merchant { Id = 2, Name = "Target" };
context.Merchants.AddRange(merchant1, merchant2);
await context.SaveChangesAsync();
// Act
var result = await service.UpdateMerchantAsync(1, "Target");
// Assert
Assert.False(result.Success);
Assert.Contains("already exists", result.Message);
}
[Fact]
public async Task DeleteMerchantAsync_SuccessfullyDeletes()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new MerchantService(context);
var merchant = new Merchant { Id = 1, Name = "Walmart" };
context.Merchants.Add(merchant);
await context.SaveChangesAsync();
// Act
var result = await service.DeleteMerchantAsync(1);
// Assert
Assert.True(result.Success);
Assert.Empty(context.Merchants);
}
[Fact]
public async Task DeleteMerchantAsync_ReportsTransactionAndMappingCounts()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new MerchantService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var merchant = new Merchant { Id = 1, Name = "Walmart" };
context.Merchants.Add(merchant);
var transaction = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
MerchantId = 1
};
context.Transactions.Add(transaction);
await context.SaveChangesAsync();
// Act
var result = await service.DeleteMerchantAsync(1);
// Assert
Assert.True(result.Success);
Assert.Equal(1, result.TransactionCount);
Assert.Contains("1 transaction", result.Message);
}
}

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using MoneyMap.Models;
using MoneyMap.Services;
using MoneyMap.Tests.TestHelpers;
using Xunit;
namespace MoneyMap.Tests.Services;
public class ReceiptMatchingServiceTests
{
[Fact]
public async Task GetTransactionIdsWithReceiptsAsync_ReturnsTransactionIds()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new ReceiptMatchingService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var transaction1 = new Transaction
{
Id = 1,
Date = DateTime.Now,
Amount = -50.00m,
Name = "Store A",
Memo = "Test",
AccountId = 1
};
var transaction2 = new Transaction
{
Id = 2,
Date = DateTime.Now,
Amount = -30.00m,
Name = "Store B",
Memo = "Test",
AccountId = 1
};
context.Transactions.AddRange(transaction1, transaction2);
var receipt = new Receipt
{
Id = 1,
TransactionId = 1,
FileName = "receipt.pdf",
ContentType = "application/pdf",
StoragePath = "/receipts/receipt.pdf",
FileSizeBytes = 1024,
FileHashSha256 = "hash123",
UploadedAtUtc = DateTime.UtcNow
};
context.Receipts.Add(receipt);
await context.SaveChangesAsync();
// Act
var result = await service.GetTransactionIdsWithReceiptsAsync();
// Assert
Assert.Single(result);
Assert.Contains(1L, result);
Assert.DoesNotContain(2L, result);
}
[Fact]
public async Task FindMatchingTransactionsAsync_FiltersByDateRange()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new ReceiptMatchingService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var receiptDate = new DateTime(2025, 1, 15);
var withinRange = new Transaction
{
Id = 1,
Date = receiptDate.AddDays(2), // Within +/- 3 days
Amount = -50.00m,
Name = "Store A",
Memo = "Test",
AccountId = 1
};
var outsideRange = new Transaction
{
Id = 2,
Date = receiptDate.AddDays(5), // Outside +/- 3 days
Amount = -50.00m,
Name = "Store B",
Memo = "Test",
AccountId = 1
};
context.Transactions.AddRange(withinRange, outsideRange);
await context.SaveChangesAsync();
var criteria = new ReceiptMatchCriteria
{
ReceiptDate = receiptDate,
ExcludeTransactionIds = new HashSet<long>()
};
// Act
var result = await service.FindMatchingTransactionsAsync(criteria);
// Assert
Assert.Single(result);
Assert.Equal(1, result[0].Id);
}
[Fact]
public async Task FindMatchingTransactionsAsync_FiltersByAmountTolerance()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new ReceiptMatchingService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var receiptDate = DateTime.Now;
var receiptTotal = 100.00m;
var withinTolerance = new Transaction
{
Id = 1,
Date = receiptDate,
Amount = -105.00m, // Within 10% tolerance
Name = "Store A",
Memo = "Test",
AccountId = 1
};
var outsideTolerance = new Transaction
{
Id = 2,
Date = receiptDate,
Amount = -150.00m, // Outside 10% tolerance
Name = "Store B",
Memo = "Test",
AccountId = 1
};
context.Transactions.AddRange(withinTolerance, outsideTolerance);
await context.SaveChangesAsync();
var criteria = new ReceiptMatchCriteria
{
ReceiptDate = receiptDate,
Total = receiptTotal,
ExcludeTransactionIds = new HashSet<long>()
};
// Act
var result = await service.FindMatchingTransactionsAsync(criteria);
// Assert
Assert.Single(result);
Assert.Equal(1, result[0].Id);
Assert.True(result[0].IsCloseAmount);
}
[Fact]
public async Task FindMatchingTransactionsAsync_MarksExactAmountMatch()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new ReceiptMatchingService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var receiptDate = DateTime.Now;
var receiptTotal = 100.00m;
var exactMatch = new Transaction
{
Id = 1,
Date = receiptDate,
Amount = -100.00m, // Exact match
Name = "Store A",
Memo = "Test",
AccountId = 1
};
context.Transactions.Add(exactMatch);
await context.SaveChangesAsync();
var criteria = new ReceiptMatchCriteria
{
ReceiptDate = receiptDate,
Total = receiptTotal,
ExcludeTransactionIds = new HashSet<long>()
};
// Act
var result = await service.FindMatchingTransactionsAsync(criteria);
// Assert
Assert.Single(result);
Assert.True(result[0].IsExactAmount);
Assert.False(result[0].IsCloseAmount);
}
[Fact]
public async Task FindMatchingTransactionsAsync_ExcludesTransactionsWithReceipts()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new ReceiptMatchingService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var receiptDate = DateTime.Now;
var transaction1 = new Transaction
{
Id = 1,
Date = receiptDate,
Amount = -50.00m,
Name = "Store A",
Memo = "Test",
AccountId = 1
};
var transaction2 = new Transaction
{
Id = 2,
Date = receiptDate,
Amount = -50.00m,
Name = "Store B",
Memo = "Test",
AccountId = 1
};
context.Transactions.AddRange(transaction1, transaction2);
await context.SaveChangesAsync();
var criteria = new ReceiptMatchCriteria
{
ReceiptDate = receiptDate,
ExcludeTransactionIds = new HashSet<long> { 1 } // Exclude transaction 1
};
// Act
var result = await service.FindMatchingTransactionsAsync(criteria);
// Assert
Assert.Single(result);
Assert.Equal(2, result[0].Id);
}
[Fact]
public async Task FindMatchingTransactionsAsync_UsesDueDateForBills()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new ReceiptMatchingService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var receiptDate = new DateTime(2025, 1, 1);
var dueDate = new DateTime(2025, 1, 15);
// Transaction on due date + 3 days (should match for bills)
var transaction = new Transaction
{
Id = 1,
Date = dueDate.AddDays(3),
Amount = -50.00m,
Name = "Utility Company",
Memo = "Test",
AccountId = 1
};
context.Transactions.Add(transaction);
await context.SaveChangesAsync();
var criteria = new ReceiptMatchCriteria
{
ReceiptDate = receiptDate,
DueDate = dueDate, // Bill with due date
ExcludeTransactionIds = new HashSet<long>()
};
// Act
var result = await service.FindMatchingTransactionsAsync(criteria);
// Assert
Assert.Single(result);
Assert.Equal(1, result[0].Id);
}
}

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using MoneyMap.Models;
using MoneyMap.Services;
using MoneyMap.Tests.TestHelpers;
using Xunit;
namespace MoneyMap.Tests.Services;
public class ReferenceDataServiceTests
{
[Fact]
public async Task GetAvailableCategoriesAsync_ReturnsDistinctSortedCategories()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new ReferenceDataService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var transaction1 = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
Category = "Groceries"
};
var transaction2 = new Transaction
{
Date = DateTime.Now,
Amount = -30.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
Category = "Gas"
};
var transaction3 = new Transaction
{
Date = DateTime.Now,
Amount = -20.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
Category = "Groceries" // Duplicate
};
context.Transactions.AddRange(transaction1, transaction2, transaction3);
await context.SaveChangesAsync();
// Act
var result = await service.GetAvailableCategoriesAsync();
// Assert
Assert.Equal(2, result.Count);
Assert.Contains("Groceries", result);
Assert.Contains("Gas", result);
Assert.Equal("Gas", result[0]); // Alphabetically sorted
Assert.Equal("Groceries", result[1]);
}
[Fact]
public async Task GetAvailableCategoriesAsync_ExcludesEmptyCategories()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new ReferenceDataService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var transaction1 = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
Category = "Groceries"
};
var transaction2 = new Transaction
{
Date = DateTime.Now,
Amount = -30.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
Category = "" // Empty
};
var transaction3 = new Transaction
{
Date = DateTime.Now,
Amount = -20.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
Category = " " // Whitespace
};
context.Transactions.AddRange(transaction1, transaction2, transaction3);
await context.SaveChangesAsync();
// Act
var result = await service.GetAvailableCategoriesAsync();
// Assert
Assert.Single(result);
Assert.Equal("Groceries", result[0]);
}
[Fact]
public async Task GetAvailableMerchantsAsync_ReturnsSortedMerchants()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new ReferenceDataService(context);
var merchant1 = new Merchant { Name = "Walmart" };
var merchant2 = new Merchant { Name = "Amazon" };
var merchant3 = new Merchant { Name = "Target" };
context.Merchants.AddRange(merchant1, merchant2, merchant3);
await context.SaveChangesAsync();
// Act
var result = await service.GetAvailableMerchantsAsync();
// Assert
Assert.Equal(3, result.Count);
Assert.Equal("Amazon", result[0].Name); // Alphabetically sorted
Assert.Equal("Target", result[1].Name);
Assert.Equal("Walmart", result[2].Name);
}
[Fact]
public async Task GetAvailableCardsAsync_ReturnsSortedCards()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new ReferenceDataService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var card1 = new Card
{
AccountId = 1,
Issuer = "VISA",
Last4 = "3333",
Owner = "Bob"
};
var card2 = new Card
{
AccountId = 1,
Issuer = "Mastercard",
Last4 = "1111",
Owner = "Alice"
};
context.Cards.AddRange(card1, card2);
await context.SaveChangesAsync();
// Act
var result = await service.GetAvailableCardsAsync();
// Assert
Assert.Equal(2, result.Count);
Assert.Equal("Alice", result[0].Owner); // Sorted by owner
Assert.Equal("Bob", result[1].Owner);
}
[Fact]
public async Task GetAvailableAccountsAsync_ReturnsSortedAccounts()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new ReferenceDataService(context);
var account1 = new Account
{
Institution = "Wells Fargo",
AccountType = AccountType.Checking,
Last4 = "5678",
Owner = "Test"
};
var account2 = new Account
{
Institution = "Bank of America",
AccountType = AccountType.Savings,
Last4 = "1234",
Owner = "Test"
};
context.Accounts.AddRange(account1, account2);
await context.SaveChangesAsync();
// Act
var result = await service.GetAvailableAccountsAsync();
// Assert
Assert.Equal(2, result.Count);
Assert.Equal("Bank of America", result[0].Institution); // Sorted by institution
Assert.Equal("Wells Fargo", result[1].Institution);
}
}

View File

@@ -0,0 +1,229 @@
using MoneyMap.Models;
using MoneyMap.Services;
using MoneyMap.Tests.TestHelpers;
using Xunit;
namespace MoneyMap.Tests.Services;
public class TransactionServiceTests
{
[Fact]
public async Task IsDuplicateAsync_ReturnsFalse_WhenTransactionDoesNotExist()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new TransactionService(context);
var transaction = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test Store",
Memo = "Test purchase",
AccountId = 1,
CardId = 1
};
// Act
var result = await service.IsDuplicateAsync(transaction);
// Assert
Assert.False(result);
}
[Fact]
public async Task IsDuplicateAsync_ReturnsTrue_WhenExactDuplicateExists()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new TransactionService(context);
// Add an account first (required for transaction)
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var existingTransaction = new Transaction
{
Date = new DateTime(2025, 1, 15),
Amount = -50.00m,
Name = "Test Store",
Memo = "Test purchase",
AccountId = 1,
CardId = 1
};
context.Transactions.Add(existingTransaction);
await context.SaveChangesAsync();
var duplicateTransaction = new Transaction
{
Date = new DateTime(2025, 1, 15),
Amount = -50.00m,
Name = "Test Store",
Memo = "Test purchase",
AccountId = 1,
CardId = 1
};
// Act
var result = await service.IsDuplicateAsync(duplicateTransaction);
// Assert
Assert.True(result);
}
[Fact]
public async Task IsDuplicateAsync_ReturnsFalse_WhenAmountDiffers()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new TransactionService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var existingTransaction = new Transaction
{
Date = new DateTime(2025, 1, 15),
Amount = -50.00m,
Name = "Test Store",
Memo = "Test purchase",
AccountId = 1,
CardId = 1
};
context.Transactions.Add(existingTransaction);
await context.SaveChangesAsync();
var differentTransaction = new Transaction
{
Date = new DateTime(2025, 1, 15),
Amount = -51.00m, // Different amount
Name = "Test Store",
Memo = "Test purchase",
AccountId = 1,
CardId = 1
};
// Act
var result = await service.IsDuplicateAsync(differentTransaction);
// Assert
Assert.False(result);
}
[Fact]
public async Task GetTransactionByIdAsync_ReturnsNull_WhenTransactionDoesNotExist()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new TransactionService(context);
// Act
var result = await service.GetTransactionByIdAsync(999);
// Assert
Assert.Null(result);
}
[Fact]
public async Task GetTransactionByIdAsync_ReturnsTransaction_WhenExists()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new TransactionService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var transaction = new Transaction
{
Id = 1,
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test Store",
Memo = "Test purchase",
AccountId = 1
};
context.Transactions.Add(transaction);
await context.SaveChangesAsync();
// Act
var result = await service.GetTransactionByIdAsync(1);
// Assert
Assert.NotNull(result);
Assert.Equal("Test Store", result.Name);
Assert.Equal(-50.00m, result.Amount);
}
[Fact]
public async Task DeleteTransactionAsync_ReturnsTrue_WhenTransactionExists()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new TransactionService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var transaction = new Transaction
{
Id = 1,
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test Store",
Memo = "Test purchase",
AccountId = 1
};
context.Transactions.Add(transaction);
await context.SaveChangesAsync();
// Act
var result = await service.DeleteTransactionAsync(1);
// Assert
Assert.True(result);
Assert.Empty(context.Transactions);
}
[Fact]
public async Task DeleteTransactionAsync_ReturnsFalse_WhenTransactionDoesNotExist()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new TransactionService(context);
// Act
var result = await service.DeleteTransactionAsync(999);
// Assert
Assert.False(result);
}
}

View File

@@ -0,0 +1,188 @@
using MoneyMap.Models;
using MoneyMap.Services;
using MoneyMap.Tests.TestHelpers;
using Xunit;
namespace MoneyMap.Tests.Services;
public class TransactionStatisticsServiceTests
{
[Fact]
public async Task CalculateStatsAsync_ReturnsCorrectStatistics()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new TransactionStatisticsService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var debit1 = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Store A",
Memo = "Purchase",
AccountId = 1
};
var debit2 = new Transaction
{
Date = DateTime.Now,
Amount = -30.00m,
Name = "Store B",
Memo = "Purchase",
AccountId = 1
};
var credit = new Transaction
{
Date = DateTime.Now,
Amount = 100.00m,
Name = "Deposit",
Memo = "Paycheck",
AccountId = 1
};
context.Transactions.AddRange(debit1, debit2, credit);
await context.SaveChangesAsync();
var query = context.Transactions.AsQueryable();
// Act
var result = await service.CalculateStatsAsync(query);
// Assert
Assert.Equal(3, result.Count);
Assert.Equal(-80.00m, result.TotalDebits);
Assert.Equal(100.00m, result.TotalCredits);
Assert.Equal(20.00m, result.NetAmount);
}
[Fact]
public async Task GetCategorizationStatsAsync_ReturnsCorrectCounts()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new TransactionStatisticsService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var categorized1 = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
Category = "Groceries"
};
var categorized2 = new Transaction
{
Date = DateTime.Now,
Amount = -30.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
Category = "Gas"
};
var uncategorized = new Transaction
{
Date = DateTime.Now,
Amount = -20.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
Category = ""
};
context.Transactions.AddRange(categorized1, categorized2, uncategorized);
await context.SaveChangesAsync();
// Act
var result = await service.GetCategorizationStatsAsync();
// Assert
Assert.Equal(3, result.TotalTransactions);
Assert.Equal(2, result.Categorized);
Assert.Equal(1, result.Uncategorized);
}
[Fact]
public async Task GetCardStatsForAccountAsync_ReturnsStatsForLinkedCards()
{
// Arrange
using var context = DbContextHelper.CreateInMemoryContext();
var service = new TransactionStatisticsService(context);
var account = new Account
{
Id = 1,
Institution = "Test Bank",
AccountType = AccountType.Checking,
Last4 = "1234",
Owner = "Test Owner"
};
context.Accounts.Add(account);
var card1 = new Card
{
Id = 1,
AccountId = 1,
Issuer = "VISA",
Last4 = "1111",
Owner = "Test"
};
var card2 = new Card
{
Id = 2,
AccountId = 1,
Issuer = "Mastercard",
Last4 = "2222",
Owner = "Test"
};
context.Cards.AddRange(card1, card2);
var transaction1 = new Transaction
{
Date = DateTime.Now,
Amount = -50.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
CardId = 1
};
var transaction2 = new Transaction
{
Date = DateTime.Now,
Amount = -30.00m,
Name = "Test",
Memo = "Test",
AccountId = 1,
CardId = 1
};
context.Transactions.AddRange(transaction1, transaction2);
await context.SaveChangesAsync();
// Act
var result = await service.GetCardStatsForAccountAsync(1);
// Assert
Assert.Equal(2, result.Count);
var card1Stats = result.First(c => c.Card.Id == 1);
Assert.Equal(2, card1Stats.TransactionCount);
var card2Stats = result.First(c => c.Card.Id == 2);
Assert.Equal(0, card2Stats.TransactionCount);
}
}

View File

@@ -0,0 +1,20 @@
using Microsoft.EntityFrameworkCore;
using MoneyMap.Data;
namespace MoneyMap.Tests.TestHelpers;
public static class DbContextHelper
{
/// <summary>
/// Creates an in-memory database context for testing.
/// Each call creates a unique database to ensure test isolation.
/// </summary>
public static MoneyMapContext CreateInMemoryContext()
{
var options = new DbContextOptionsBuilder<MoneyMapContext>()
.UseInMemoryDatabase(databaseName: Guid.NewGuid().ToString())
.Options;
return new MoneyMapContext(options);
}
}

View File

@@ -5,6 +5,8 @@ VisualStudioVersion = 17.14.36429.23
MinimumVisualStudioVersion = 10.0.40219.1 MinimumVisualStudioVersion = 10.0.40219.1
Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "MoneyMap", "MoneyMap\MoneyMap.csproj", "{B273A467-3592-4675-B1EC-C41C9CE455DB}" Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "MoneyMap", "MoneyMap\MoneyMap.csproj", "{B273A467-3592-4675-B1EC-C41C9CE455DB}"
EndProject EndProject
Project("{FAE04EC0-301F-11D3-BF4B-00C04F79EFBC}") = "MoneyMap.Tests", "MoneyMap.Tests\MoneyMap.Tests.csproj", "{4CAD4283-4E2D-B998-4839-03B72BDDBEF5}"
EndProject
Global Global
GlobalSection(SolutionConfigurationPlatforms) = preSolution GlobalSection(SolutionConfigurationPlatforms) = preSolution
Debug|Any CPU = Debug|Any CPU Debug|Any CPU = Debug|Any CPU
@@ -15,6 +17,10 @@ Global
{B273A467-3592-4675-B1EC-C41C9CE455DB}.Debug|Any CPU.Build.0 = Debug|Any CPU {B273A467-3592-4675-B1EC-C41C9CE455DB}.Debug|Any CPU.Build.0 = Debug|Any CPU
{B273A467-3592-4675-B1EC-C41C9CE455DB}.Release|Any CPU.ActiveCfg = Release|Any CPU {B273A467-3592-4675-B1EC-C41C9CE455DB}.Release|Any CPU.ActiveCfg = Release|Any CPU
{B273A467-3592-4675-B1EC-C41C9CE455DB}.Release|Any CPU.Build.0 = Release|Any CPU {B273A467-3592-4675-B1EC-C41C9CE455DB}.Release|Any CPU.Build.0 = Release|Any CPU
{4CAD4283-4E2D-B998-4839-03B72BDDBEF5}.Debug|Any CPU.ActiveCfg = Debug|Any CPU
{4CAD4283-4E2D-B998-4839-03B72BDDBEF5}.Debug|Any CPU.Build.0 = Debug|Any CPU
{4CAD4283-4E2D-B998-4839-03B72BDDBEF5}.Release|Any CPU.ActiveCfg = Release|Any CPU
{4CAD4283-4E2D-B998-4839-03B72BDDBEF5}.Release|Any CPU.Build.0 = Release|Any CPU
EndGlobalSection EndGlobalSection
GlobalSection(SolutionProperties) = preSolution GlobalSection(SolutionProperties) = preSolution
HideSolutionNode = FALSE HideSolutionNode = FALSE