feat: deliver schema 15 monthly settlement lifecycle

tests/test_account_snapshot_linking.py

@@ -0,0 +1,114 @@
+from __future__ import annotations
+
+import sqlite3
+
+import pytest
+
+from jarca_ledger_mcp.application.monthly_settlement_service import (
+    create_monthly_settlement,
+    link_account_snapshot,
+    list_account_snapshots_for_settlement,
+)
+from jarca_ledger_mcp.infrastructure.sqlite.migrations import init_db
+
+
+def _account(conn, ident="acct-1", name="실제계정", currency="KRW"):
+    conn.execute(
+        "INSERT INTO accounts(id,name,currency,created_at,updated_at) VALUES(?,?,?,?,?)",
+        (ident, name, currency, "2026-10-01T00:00:00Z", "2026-10-01T00:00:00Z"),
+    )
+
+
+def _snapshot(conn, ident, *, account="acct-1", basis_date="2026-10-31", currency="KRW", settlement=None, amount=1234):
+    conn.execute(
+        """INSERT INTO account_snapshot
+        (id,basis_date,source_type,source_id,name,amount,currency,liquidity_bucket,
+         monthly_settlement_id,valuation_id,verification_status,created_at)
+        VALUES(?,?,?,?,?,?,?,?,?,?,?,?)""",
+        (ident, basis_date, "account", account, "원본 스냅샷명", amount, currency, "cash", settlement,
+         "valuation-1", "unverified", "2026-10-31T00:00:00Z"),
+    )
+
+
+def _ledger(tmp_path):
+    path = tmp_path / "link.sqlite3"
+    init_db(str(path))
+    with sqlite3.connect(path) as conn:
+        draft = create_monthly_settlement("2026-10", db_path=str(path))["settlement_id"]
+        conn.execute("UPDATE monthly_settlement SET basis_date='2026-10-31' WHERE id=?", (draft,))
+        _account(conn)
+        conn.commit()
+    return path, draft
+
+
+def test_link_updates_only_monthly_fk_and_preserves_snapshot_fields(tmp_path):
+    path, settlement = _ledger(tmp_path)
+    with sqlite3.connect(path) as conn:
+        _snapshot(conn, "candidate")
+        before = conn.execute("SELECT * FROM account_snapshot WHERE id='candidate'").fetchone()
+        columns = [row[1] for row in conn.execute("PRAGMA table_info(account_snapshot)")]
+    result = link_account_snapshot("candidate", settlement, db_path=str(path))
+    assert result["success"] is True
+    with sqlite3.connect(path) as conn:
+        after = conn.execute("SELECT * FROM account_snapshot WHERE id='candidate'").fetchone()
+    assert len(before) == len(after) == len(columns)
+    changed = {column: (old, new) for column, old, new in zip(columns, before, after) if old != new}
+    assert changed == {"monthly_settlement_id": (None, settlement)}
+
+
+def test_actual_read_function_returns_unlinked_candidates_in_exact_order(tmp_path):
+    path, settlement = _ledger(tmp_path)
+    with sqlite3.connect(path) as conn:
+        _snapshot(conn, "old", basis_date="2026-09-30", amount=1)
+        _snapshot(conn, "exact-old-created", basis_date="2026-10-31", amount=2)
+        _snapshot(conn, "exact-new-created", basis_date="2026-10-31", amount=3)
+        conn.execute("UPDATE account_snapshot SET created_at='2026-10-31T02:00:00Z' WHERE id='exact-old-created'")
+        conn.execute("UPDATE account_snapshot SET created_at='2026-10-31T03:00:00Z' WHERE id='exact-new-created'")
+        conn.commit()
+    result = list_account_snapshots_for_settlement(settlement, db_path=str(path))
+    row = result["snapshots"][0]
+    assert [item["snapshot_id"] for item in row["unlinked_candidates"]] == ["exact-new-created", "exact-old-created", "old"]
+
+@pytest.mark.parametrize("status", ["approved", "closed"])
+def test_link_rejects_approved_and_closed(tmp_path, status):
+    path, settlement = _ledger(tmp_path)
+    with sqlite3.connect(path) as conn:
+        _snapshot(conn, "candidate")
+        conn.execute("""UPDATE monthly_settlement SET status=?, approved_by='test',
+            approved_at='2026-10-31T00:00:00Z', approved_version=1,
+            approved_fingerprint='test', closed_by='test', closed_at='2026-10-31T00:00:00Z' WHERE id=?""", (status, settlement))
+        conn.commit()
+    result = link_account_snapshot("candidate", settlement, db_path=str(path))
+    assert result["success"] is False
+    assert result["error_code"] == "invalid_settlement_status"
+
+
+def test_link_rejects_unrelated_month_and_already_linked_snapshot(tmp_path):
+    path, settlement = _ledger(tmp_path)
+    with sqlite3.connect(path) as conn:
+        other = create_monthly_settlement("2026-11", db_path=str(path))["settlement_id"]
+        _snapshot(conn, "linked-other", settlement=other)
+        _snapshot(conn, "linked-this", settlement=settlement)
+        conn.commit()
+    assert link_account_snapshot("linked-other", settlement, db_path=str(path))["error_code"] == "already_linked"
+    assert link_account_snapshot("linked-this", settlement, db_path=str(path))["error_code"] == "already_linked"
+
+
+def test_basis_date_mismatch_requires_explicit_true(tmp_path):
+    path, settlement = _ledger(tmp_path)
+    with sqlite3.connect(path) as conn:
+        _snapshot(conn, "mismatch", basis_date="2026-09-30")
+        conn.commit()
+    rejected = link_account_snapshot("mismatch", settlement, db_path=str(path))
+    assert rejected["error_code"] == "basis_date_mismatch"
+    accepted = link_account_snapshot("mismatch", settlement, allow_basis_date_mismatch=True, db_path=str(path))
+    assert accepted["success"] is True
+
+
+def test_link_rejects_account_currency_mismatch(tmp_path):
+    path, settlement = _ledger(tmp_path)
+    with sqlite3.connect(path) as conn:
+        _snapshot(conn, "bad-currency", currency="USD")
+        conn.commit()
+    result = link_account_snapshot("bad-currency", settlement, db_path=str(path))
+    assert result["error_code"] == "validation_error"