MoneyMap/MoneyMap.Tests/Services/ReceiptMatchingServiceTests.cs

using MoneyMap.Models;
using MoneyMap.Services;
using MoneyMap.Tests.TestHelpers;

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);
    }
}