Initial Jarca Ledger MCP implementation

tests/test_service.py

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+from __future__ import annotations
+
+from jarca_ledger_mcp import service
+
+
+def test_health_check_initializes_db(tmp_path):
+    db_path = tmp_path / "ledger.sqlite3"
+    result = service.health_check(str(db_path))
+    assert result["success"] is True
+    assert result["schema_version"] == "6"
+    assert db_path.exists()
+
+
+def test_account_transaction_cashflow_and_category_reports(tmp_path):
+    db_path = str(tmp_path / "ledger.sqlite3")
+    acct = service.create_ledger_account("신한카드", type="card", institution="신한", db_path=db_path)
+    assert acct["success"] is True
+    account_id = acct["account"]["id"]
+
+    income = service.create_ledger_transaction(
+        "2026-06-01",
+        "income",
+        8_000_000,
+        category="수입",
+        merchant="회사",
+        account_id=account_id,
+        db_path=db_path,
+    )
+    assert income["success"] is True
+
+    expense = service.create_ledger_transaction(
+        "2026-06-03",
+        "expense",
+        120_000,
+        category="식비",
+        subcategory="마트",
+        merchant="이마트",
+        account_id=account_id,
+        person="공통",
+        tags=["장보기"],
+        db_path=db_path,
+    )
+    assert expense["success"] is True
+
+    fixed = service.create_ledger_transaction(
+        "2026-06-05",
+        "expense",
+        900_000,
+        category="교육",
+        subcategory="학원",
+        merchant="물리학원",
+        person="고재성",
+        is_fixed=True,
+        db_path=db_path,
+    )
+    assert fixed["success"] is True
+
+    investment_in = service.create_ledger_transaction(
+        "2026-06-06",
+        "income",
+        5_000_000,
+        category="이체",
+        subcategory="투자이동",
+        merchant="토스증권 매도/이체입금",
+        db_path=db_path,
+    )
+    assert investment_in["success"] is True
+
+    investment_out = service.create_ledger_transaction(
+        "2026-06-07",
+        "expense",
+        3_000_000,
+        category="이체",
+        subcategory="투자이동",
+        merchant="토스증권 매수/이체출금",
+        is_fixed=True,
+        db_path=db_path,
+    )
+    assert investment_out["success"] is True
+
+    cashflow = service.get_monthly_cashflow_report("2026-06", db_path)
+    assert cashflow["success"] is True
+    assert cashflow["income"] == 8_000_000
+    assert cashflow["expenses"] == 1_020_000
+    assert cashflow["net_cashflow"] == 6_980_000
+    assert cashflow["by_type"]["income"] == 13_000_000
+    assert cashflow["by_type"]["expense"] == 4_020_000
+    assert cashflow["by_cashflow_kind"]["investment"] == 8_000_000
+
+    categories = service.get_category_spending_report(month="2026-06", db_path=db_path)
+    assert categories["total_expense"] == 1_020_000
+    assert categories["items"][0]["category"] == "교육"
+
+    fixed_report = service.get_fixed_cost_report("2026-06", db_path)
+    assert fixed_report["total_fixed_cost"] == 900_000
+    assert fixed_report["count"] == 1
+
+
+def test_budget_vs_actual_and_investable_cashflow(tmp_path):
+    db_path = str(tmp_path / "ledger.sqlite3")
+    service.create_ledger_budget("2026-06", "식비", 500_000, db_path=db_path)
+    service.create_ledger_budget("2026-06", "교육", 800_000, person="고재준", db_path=db_path)
+    service.create_ledger_transaction("2026-06-01", "income", 4_000_000, category="수입", db_path=db_path)
+    service.create_ledger_transaction("2026-06-02", "expense", 550_000, category="식비", db_path=db_path)
+    service.create_ledger_transaction("2026-06-03", "expense", 700_000, category="교육", person="고재준", db_path=db_path)
+    service.create_ledger_transaction("2026-06-04", "expense", 2_000_000, category="이체", subcategory="투자이동", db_path=db_path)
+    service.create_ledger_transaction("2026-06-05", "income", 1_000_000, category="이체", subcategory="투자이동", db_path=db_path)
+
+    report = service.get_budget_vs_actual_report("2026-06", db_path)
+    assert report["success"] is True
+    food = next(i for i in report["items"] if i["category"] == "식비")
+    edu = next(i for i in report["items"] if i["category"] == "교육")
+    assert food["status"] == "over"
+    assert food["remaining"] == -50_000
+    assert edu["status"] == "ok"
+    assert edu["remaining"] == 100_000
+
+    investable = service.get_investable_cashflow_report("2026-06", minimum_cash_buffer=1_000_000, planned_extra_expense=500_000, db_path=db_path)
+    assert investable["investable_cashflow"] == 1_250_000
+
+
+def test_duplicate_detection_and_soft_delete(tmp_path):
+    db_path = str(tmp_path / "ledger.sqlite3")
+    first = service.create_ledger_transaction("2026-06-10", "expense", 10_000, merchant="카페", account_id="card1", db_path=db_path)
+    second = service.create_ledger_transaction("2026-06-10", "expense", 10_000, merchant="카페", account_id="card1", db_path=db_path)
+    assert first["success"] is True
+    assert second["success"] is False
+    assert second["error_code"] == "duplicate_transaction"
+
+    tx_id = first["transaction"]["id"]
+    deleted = service.delete_ledger_transaction(tx_id, db_path=db_path)
+    assert deleted["success"] is True
+    listed = service.list_ledger_transactions(include_deleted=False, db_path=db_path)
+    assert listed["count"] == 0
+    listed_all = service.list_ledger_transactions(include_deleted=True, db_path=db_path)
+    assert listed_all["count"] == 1
+    assert listed_all["transactions"][0]["status"] == "deleted"