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test(balance): integration + regression coverage (#217) #226

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maximus merged 1 commit from issue-217-tests into main

2026-06-10 01:08:02 +00:00

maximus commented

2026-06-06 18:04:21 +00:00

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Resolves #217

Stacked on #225 (issue-215-detail-wizard).

Cross-cutting integration + regression coverage for the per-security detail feature (Étape 2). Pure test PR — no production code changed. All quality gates green: npm run build + npm test (627, +6) + cargo test (97, +3).

Rust (`src-tauri/src/lib.rs`, +3 real-SQLite tests)

regression_detailed_account_totals_equal_simple_account_totals — the headline guarantee: a detailed account whose holdings sum to V produces byte-identical date/category/vehicle SUM() totals to a simple account worth V. Frozen golden numbers (1300 / 300 / per-vehicle). Proven where SUM() GROUP BY actually runs (the TS aggregator tests drive a mock that returns canned rows, so they cannot catch an aggregation regression — this can).
migration_v14_to_v16_on_populated_db_preserves_integrity_and_totals — realistic multi-type DB (simple + convertible priced w/ 2-snapshot history + non-convertible priced). Asserts per-snapshot totals byte-identical before/after v16, values preserved, qty/price NULLed only on converted lines, one shared normalized security across the history, non-convertible line fully intact. (ADDs the multi-type integrity case rather than re-testing the #211 injected-failure rollback — see decisions log D2.)
regression_snapshot_delete_cascades_to_holdings — two-hop CASCADE (snapshot → line → holdings); the security row survives (RESTRICT).

TS (`src/integration/balance-flow.test.ts`, +6 integration tests)

Detailed snapshot save end-to-end: aggregated line + securities + holdings in one BEGIN/COMMIT; the aggregated line stores value = rounded-cent SUM(holdings).
Rollback on an injected holding INSERT failure — no partial line/holdings, COMMIT never fires.
Snapshot date-move (#200) with a detailed account: line + holdings move together; a target-date collision rolls both back.
Golden-value invariant (TS half): a detailed line stores the same value a simple account would, feeding getSnapshotTotalsByDate identically.
deleteSnapshot emits exactly one parent DELETE (the FK cascades the rest — a manual holdings delete would be the regression).

Design note

The golden-value regression lives in Rust because that is the only layer where real SQLite aggregation executes; the TS layer asserts the atomic-save / move-together / cascade-boundary behaviour the mock harness can prove, plus the stored-line-value invariant that is the TS half of the guarantee. Builds on #211 (v16 tests) and #212 (detailed-save / securities unit tests) without duplicating them.

Generated autonomously by /autopilot run of 2026-06-06

Resolves #217 Stacked on #225 (issue-215-detail-wizard). Cross-cutting integration + regression coverage for the per-security detail feature (Étape 2). **Pure test PR — no production code changed.** All quality gates green: `npm run build` + `npm test` (627, +6) + `cargo test` (97, +3). ## Rust (`src-tauri/src/lib.rs`, +3 real-SQLite tests) - `regression_detailed_account_totals_equal_simple_account_totals` — the headline guarantee: a `detailed` account whose holdings sum to V produces byte-identical date/category/vehicle `SUM()` totals to a `simple` account worth V. Frozen golden numbers (1300 / 300 / per-vehicle). Proven where `SUM() GROUP BY` actually runs (the TS aggregator tests drive a mock that returns canned rows, so they cannot catch an aggregation regression — this can). - `migration_v14_to_v16_on_populated_db_preserves_integrity_and_totals` — realistic multi-type DB (simple + convertible priced w/ 2-snapshot history + non-convertible priced). Asserts per-snapshot totals byte-identical before/after v16, values preserved, qty/price NULLed only on converted lines, one shared normalized security across the history, non-convertible line fully intact. (ADDs the multi-type integrity case rather than re-testing the #211 injected-failure rollback — see decisions log D2.) - `regression_snapshot_delete_cascades_to_holdings` — two-hop CASCADE (snapshot → line → holdings); the security row survives (RESTRICT). ## TS (`src/__integration__/balance-flow.test.ts`, +6 integration tests) - Detailed snapshot save end-to-end: aggregated line + securities + holdings in one BEGIN/COMMIT; the aggregated line stores `value = rounded-cent SUM(holdings)`. - Rollback on an injected holding INSERT failure — no partial line/holdings, COMMIT never fires. - Snapshot date-move (#200) with a detailed account: line + holdings move together; a target-date collision rolls both back. - Golden-value invariant (TS half): a detailed line stores the same value a simple account would, feeding `getSnapshotTotalsByDate` identically. - `deleteSnapshot` emits exactly one parent DELETE (the FK cascades the rest — a manual holdings delete would be the regression). ## Design note The golden-value regression lives in Rust because that is the only layer where real SQLite aggregation executes; the TS layer asserts the atomic-save / move-together / cascade-boundary behaviour the mock harness can prove, plus the stored-line-value invariant that is the TS half of the guarantee. Builds on #211 (v16 tests) and #212 (detailed-save / securities unit tests) without duplicating them. Generated autonomously by /autopilot run of 2026-06-06

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maximus added 1 commit 2026-06-06 18:04:22 +00:00

test(balance): integration + regression coverage for per-security detail (#217 ) 6c82501d6d

Cross-cutting Étape 2 coverage proving the per-security detail feature does not
regress aggregations, returns, date-move, or deletion.

Rust (lib.rs, +3 real-SQLite tests):
- regression_detailed_account_totals_equal_simple_account_totals: a detailed
  account whose holdings sum to V yields byte-identical date/category/vehicle
  SUM() totals to a simple account worth V (frozen golden numbers 1300/300/...).
  Proven where SUM() GROUP BY actually runs, unlike the TS mock harness.
- migration_v14_to_v16_on_populated_db_preserves_integrity_and_totals: realistic
  multi-type DB (simple + convertible priced w/ 2-snapshot history + non-
  convertible priced) — totals byte-identical before/after v16, values
  preserved, qty/price NULLed only on converted lines, one shared security,
  non-convertible line fully intact.
- regression_snapshot_delete_cascades_to_holdings: two-hop CASCADE
  (snapshot -> line -> holdings); security survives (RESTRICT).

TS (balance-flow.test.ts, +6 integration tests):
- detailed snapshot save end-to-end (aggregated line + securities + holdings in
  one BEGIN/COMMIT); aggregated line value = rounded-cent SUM(holdings).
- rollback on injected holding INSERT failure (no partial line/holdings).
- snapshot date-move with a detailed account: line + holdings move together;
  collision rolls both back (#200).
- golden-value invariant: detailed line stores the same value a simple account
  would, feeding getSnapshotTotalsByDate identically.
- deleteSnapshot emits exactly one parent DELETE (FK cascades the rest).

No production code changed — pure test PR. Builds on the v16 tests (#211) and
the detailed-save/securities unit tests (#212) without duplicating them.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

maximus referenced this pull request

2026-06-06 18:17:35 +00:00

docs(balance): ADR 0015 + guide + architecture + CHANGELOG (#218) #227

maximus commented

2026-06-06 19:35:34 +00:00

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Adversarial review — PR #226 (test: integration + regression coverage, #217)

Verdict: APPROVE ✅

Pure-additive test PR (deletions=0, 2 files: lib.rs + balance-flow.test.ts). Verified the diff against the real production code it claims to cover. The headline claims hold up under scrutiny.

Does the regression test actually prove the invariant? — YES

regression_detailed_account_totals_equal_simple_account_totals runs on consolidated_db() (real CONSOLIDATED_SCHEMA, PRAGMA foreign_keys = ON), builds two parallel worlds — World A: simple cash 1000 + simple broker worth 300; World B: same cash + a detailed broker whose holdings (100 + 200) sum to 300 — and asserts byte-identical date/category/vehicle aggregates against frozen goldens (1300 / cash 1000 + stock 300 / none 1000 + tfsa 300). This is not a tautology: the three SQL mirror helpers (totals_by_date/totals_by_category/totals_by_vehicle) are byte-for-byte the production aggregators — LEFT JOIN ... COALESCE(SUM(l.value),0) GROUP BY snapshot_date, the category INNER-JOIN variant, and COALESCE(a.vehicle_type,'none') — executed by SQLite itself. A regression in how a detailed line stores its value, or in the aggregation path, would diverge the two worlds. Belt-and-braces tail asserts line.value == SUM(holdings) == 300.

Rust-vs-TS decision — SOUND

The claim "a TS golden would be meaningless because the FakeDb returns canned rows" is true: makeFakeDb.select returns selectQueue.shift(), so any TS aggregator test asserts the mock's own queued SUM — it cannot catch a SQL/bucketing regression. Putting the aggregation golden in Rust (where SUM() GROUP BY actually runs) is correct. The TS half asserts the only thing the TS layer controls: that the saved aggregated-line value equals what a simple account would carry (300 == 300), validated against the real insertSnapshotLineWithHoldings (detailed: roundToCent(Σ roundToCent(h.value))) and upsertSnapshotLines (simple: line.value). No meaningful TS golden was skipped.

Migration realistic-DB test — COMPLETE

migration_v14_to_v16_on_populated_db_preserves_integrity_and_totals applies the genuine production v16 SQL (the V16_SQL constant is byte-identical to the inline Migration { version: 16 }, guard table included) on a multi-type DB: simple cash (2 snapshots), convertible priced (stock, asset_type set, 2-snapshot history), non-convertible priced (custom category, asset_type NULL, only at s2). Asserts: per-date/category/vehicle totals byte-identical before/after (1300@s1, 1500@s2); both convertible lines NULLed on qty/price but value preserved, each mirrored by exactly one holding with the original qty/price/value; exactly one normalized security VEQT.TO shared across both snapshots; non-convertible line fully intact (5.0/8.0/40.0, zero holdings); no security minted for the asset_type-NULL symbol. Covers every bullet of the brief.

CASCADE — proven on real SQLite

regression_snapshot_delete_cascades_to_holdings: schema confirms the two-hop chain (balance_snapshot_lines.snapshot_id REFERENCES balance_snapshots ON DELETE CASCADE + balance_snapshot_holdings.snapshot_line_id REFERENCES balance_snapshot_lines ON DELETE CASCADE), with security_id ... ON DELETE RESTRICT. Test deletes the snapshot, asserts lines=0, holdings=0, securities=1 (catalogue survives). Genuine FK behaviour with PRAGMA on.

Atomic save + rollback — genuine

The TS save sequences mirror production order exactly (BEGIN → dup/collision SELECT → INSERT snapshot → DELETE lines → per-line: INSERT line + DELETE holdings + per-holding [UPSERT security + SELECT + INSERT holding] → UPDATE updated_at → COMMIT). The rollback test makes the holding INSERT throw and asserts last write is ROLLBACK with no COMMIT — exercising the real try/catch/ROLLBACK path, not a mock shortcut.

Hygiene

No .skip/.only/.todo/xit/fit. No existing assertion weakened or deleted (pure additions). Production code untouched (claim confirmed). No over-mocking that hides behaviour: the Rust tests use real SQLite end-to-end; the TS mocks are scoped to the DB bridge that genuinely cannot run outside the WebView.

Non-blocking notes (no fix required)

Comment inaccuracy — db_pre_v16_populated inserts the convertible account after V15_SQL runs, so its kind defaults to 'simple' (not backfilled to 'detailed' as the comment/PR body states). Harmless: v16 conversion keys off a.symbol IS NOT NULL AND c.asset_type IS NOT NULL, never off kind, so the conversion fires correctly regardless.
Tautological coda — the golden-value TS test's final expect(detailedTotals).toEqual(simpleTotals) feeds getSnapshotTotalsByDate an identical canned [{total:300}] in both worlds; identical input → identical output proves nothing. Harmless because the load-bearing assertion (detailedStoredValue == simpleStoredValue == 300) precedes it and the real aggregation golden lives in Rust. Could be trimmed for honesty but not worth a round-trip.

Tests prove what they claim. Ship it.

— autonomous adversarial review

## Adversarial review — PR #226 (test: integration + regression coverage, #217) **Verdict: APPROVE** ✅ Pure-additive test PR (deletions=0, 2 files: `lib.rs` + `balance-flow.test.ts`). Verified the diff against the real production code it claims to cover. The headline claims hold up under scrutiny. ### Does the regression test actually prove the invariant? — YES `regression_detailed_account_totals_equal_simple_account_totals` runs on `consolidated_db()` (real `CONSOLIDATED_SCHEMA`, `PRAGMA foreign_keys = ON`), builds two parallel worlds — World A: simple cash 1000 + simple broker worth 300; World B: same cash + a **detailed** broker whose holdings (100 + 200) sum to 300 — and asserts byte-identical date/category/vehicle aggregates against **frozen goldens** (`1300` / `cash 1000 + stock 300` / `none 1000 + tfsa 300`). This is **not** a tautology: the three SQL mirror helpers (`totals_by_date`/`totals_by_category`/`totals_by_vehicle`) are byte-for-byte the production aggregators — `LEFT JOIN ... COALESCE(SUM(l.value),0) GROUP BY snapshot_date`, the category INNER-JOIN variant, and `COALESCE(a.vehicle_type,'none')` — executed by SQLite itself. A regression in how a detailed line stores its value, or in the aggregation path, would diverge the two worlds. Belt-and-braces tail asserts `line.value == SUM(holdings) == 300`. ### Rust-vs-TS decision — SOUND The claim "a TS golden would be meaningless because the FakeDb returns canned rows" is **true**: `makeFakeDb.select` returns `selectQueue.shift()`, so any TS aggregator test asserts the mock's own queued SUM — it cannot catch a SQL/bucketing regression. Putting the aggregation golden in Rust (where `SUM() GROUP BY` actually runs) is correct. The TS half asserts the only thing the TS layer controls: that the saved aggregated-line `value` equals what a simple account would carry (`300 == 300`), validated against the real `insertSnapshotLineWithHoldings` (detailed: `roundToCent(Σ roundToCent(h.value))`) and `upsertSnapshotLines` (simple: `line.value`). No meaningful TS golden was skipped. ### Migration realistic-DB test — COMPLETE `migration_v14_to_v16_on_populated_db_preserves_integrity_and_totals` applies the **genuine production v16 SQL** (the `V16_SQL` constant is byte-identical to the inline `Migration { version: 16 }`, guard table included) on a multi-type DB: simple cash (2 snapshots), convertible priced (`stock`, asset_type set, **2-snapshot history**), non-convertible priced (custom category, asset_type NULL, only at s2). Asserts: per-date/category/vehicle totals byte-identical before/after (`1300`@s1, `1500`@s2); both convertible lines NULLed on qty/price but value preserved, each mirrored by exactly one holding with the original qty/price/value; exactly **one** normalized security `VEQT.TO` shared across both snapshots; non-convertible line fully intact (`5.0/8.0/40.0`, zero holdings); no security minted for the asset_type-NULL symbol. Covers every bullet of the brief. ### CASCADE — proven on real SQLite `regression_snapshot_delete_cascades_to_holdings`: schema confirms the two-hop chain (`balance_snapshot_lines.snapshot_id REFERENCES balance_snapshots ON DELETE CASCADE` + `balance_snapshot_holdings.snapshot_line_id REFERENCES balance_snapshot_lines ON DELETE CASCADE`), with `security_id ... ON DELETE RESTRICT`. Test deletes the snapshot, asserts lines=0, holdings=0, securities=1 (catalogue survives). Genuine FK behaviour with PRAGMA on. ### Atomic save + rollback — genuine The TS save sequences mirror production order exactly (BEGIN → dup/collision SELECT → INSERT snapshot → DELETE lines → per-line: INSERT line + DELETE holdings + per-holding [UPSERT security + SELECT + INSERT holding] → UPDATE updated_at → COMMIT). The rollback test makes the holding INSERT throw and asserts last write is `ROLLBACK` with no `COMMIT` — exercising the real try/catch/ROLLBACK path, not a mock shortcut. ### Hygiene No `.skip`/`.only`/`.todo`/`xit`/`fit`. No existing assertion weakened or deleted (pure additions). Production code untouched (claim confirmed). No over-mocking that hides behaviour: the Rust tests use real SQLite end-to-end; the TS mocks are scoped to the DB bridge that genuinely cannot run outside the WebView. ### Non-blocking notes (no fix required) - **Comment inaccuracy** — `db_pre_v16_populated` inserts the convertible account *after* `V15_SQL` runs, so its `kind` defaults to `'simple'` (not backfilled to `'detailed'` as the comment/PR body states). Harmless: v16 conversion keys off `a.symbol IS NOT NULL AND c.asset_type IS NOT NULL`, never off `kind`, so the conversion fires correctly regardless. - **Tautological coda** — the golden-value TS test's final `expect(detailedTotals).toEqual(simpleTotals)` feeds `getSnapshotTotalsByDate` an *identical* canned `[{total:300}]` in both worlds; identical input → identical output proves nothing. Harmless because the load-bearing assertion (`detailedStoredValue == simpleStoredValue == 300`) precedes it and the real aggregation golden lives in Rust. Could be trimmed for honesty but not worth a round-trip. Tests prove what they claim. Ship it. — autonomous adversarial review

maximus changed target branch from issue-215-detail-wizard to main

2026-06-10 01:08:00 +00:00

maximus merged commit d95d80580c into main

2026-06-10 01:08:02 +00:00

maximus referenced this pull request from a commit

2026-06-10 01:08:03 +00:00

Merge pull request 'test(balance): integration + regression coverage (#217)' (#226) from issue-217-tests into main

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