- Transform /reports into a hub: highlights panel + 4 nav cards - New service: reportService.getHighlights (parameterised SQL, deterministic via referenceDate argument for tests, computes current-month balance, YTD, 12-month sparkline series, top expense movers vs previous month, top recent transactions within configurable 30/60/90 day window) - Extended types: HighlightsData, HighlightMover, MonthBalance - Wired useHighlights hook with reducer + window-days state - Hub tiles (flat naming under src/components/reports): HubNetBalanceTile, HubTopMoversTile, HubTopTransactionsTile, HubHighlightsPanel, HubReportNavCard - Detailed ReportsHighlightsPage: balance tiles, sortable top movers table, diverging bar chart (Recharts + patterns SVG), top transactions list with 30/60/90 window toggle; ViewModeToggle persistence keyed as reports-viewmode-highlights - New i18n keys: reports.hub.*, reports.highlights.* - 5 new vitest cases: empty profile, parameterised queries, window sizing, delta computation, zero-previous divisor handling Fixes #71 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
268 lines
9.5 KiB
TypeScript
268 lines
9.5 KiB
TypeScript
import { describe, it, expect, vi, beforeEach } from "vitest";
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import { getCategoryOverTime, getHighlights } from "./reportService";
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// Mock the db module
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vi.mock("./db", () => ({
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getDb: vi.fn(),
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}));
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import { getDb } from "./db";
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const mockSelect = vi.fn();
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const mockDb = { select: mockSelect };
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beforeEach(() => {
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vi.mocked(getDb).mockResolvedValue(mockDb as never);
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mockSelect.mockReset();
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});
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describe("getCategoryOverTime", () => {
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it("builds query without WHERE clause when no filters are provided", async () => {
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// First call: top categories, second call: monthly breakdown
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mockSelect
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.mockResolvedValueOnce([]) // topCategories
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.mockResolvedValueOnce([]); // monthlyRows
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await getCategoryOverTime();
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const topCatSQL = mockSelect.mock.calls[0][0] as string;
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// No WHERE clause should appear (no filters at all)
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expect(topCatSQL).not.toContain("WHERE");
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});
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it("applies typeFilter via category type when provided", async () => {
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mockSelect
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.mockResolvedValueOnce([]) // topCategories
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.mockResolvedValueOnce([]); // monthlyRows
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await getCategoryOverTime(undefined, undefined, 50, undefined, "expense");
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const topCatSQL = mockSelect.mock.calls[0][0] as string;
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const topCatParams = mockSelect.mock.calls[0][1] as unknown[];
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expect(topCatSQL).toContain("COALESCE(c.type, 'expense')");
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expect(topCatSQL).toContain("WHERE");
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expect(topCatParams[0]).toBe("expense");
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});
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it("applies income typeFilter correctly", async () => {
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mockSelect
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.mockResolvedValueOnce([]) // topCategories
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.mockResolvedValueOnce([]); // monthlyRows
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await getCategoryOverTime("2025-01-01", "2025-06-30", 50, undefined, "income");
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const topCatSQL = mockSelect.mock.calls[0][0] as string;
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const topCatParams = mockSelect.mock.calls[0][1] as unknown[];
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expect(topCatSQL).toContain("COALESCE(c.type, 'expense') = $1");
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expect(topCatParams[0]).toBe("income");
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// Date params follow
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expect(topCatParams[1]).toBe("2025-01-01");
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expect(topCatParams[2]).toBe("2025-06-30");
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});
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it("applies date range filters", async () => {
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mockSelect
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.mockResolvedValueOnce([]) // topCategories
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.mockResolvedValueOnce([]); // monthlyRows
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await getCategoryOverTime("2025-01-01", "2025-12-31");
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const topCatSQL = mockSelect.mock.calls[0][0] as string;
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const topCatParams = mockSelect.mock.calls[0][1] as unknown[];
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expect(topCatSQL).toContain("t.date >= $1");
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expect(topCatSQL).toContain("t.date <= $2");
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expect(topCatParams).toEqual(["2025-01-01", "2025-12-31", 50]);
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});
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it("applies sourceId filter", async () => {
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mockSelect
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.mockResolvedValueOnce([]) // topCategories
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.mockResolvedValueOnce([]); // monthlyRows
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await getCategoryOverTime(undefined, undefined, 50, 3);
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const topCatSQL = mockSelect.mock.calls[0][0] as string;
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const topCatParams = mockSelect.mock.calls[0][1] as unknown[];
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expect(topCatSQL).toContain("t.source_id");
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expect(topCatParams[0]).toBe(3);
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});
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it("combines typeFilter, date range, and sourceId", async () => {
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mockSelect
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.mockResolvedValueOnce([]) // topCategories
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.mockResolvedValueOnce([]); // monthlyRows
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await getCategoryOverTime("2025-01-01", "2025-06-30", 10, 2, "expense");
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const topCatSQL = mockSelect.mock.calls[0][0] as string;
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const topCatParams = mockSelect.mock.calls[0][1] as unknown[];
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expect(topCatSQL).toContain("COALESCE(c.type, 'expense') = $1");
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expect(topCatSQL).toContain("t.date >= $2");
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expect(topCatSQL).toContain("t.date <= $3");
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expect(topCatSQL).toContain("t.source_id = $4");
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expect(topCatParams).toEqual(["expense", "2025-01-01", "2025-06-30", 2, 10]);
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});
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it("returns correct structure with categories, data, colors, and categoryIds", async () => {
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mockSelect
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.mockResolvedValueOnce([
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{ category_id: 1, category_name: "Food", category_color: "#ff0000", total: 500 },
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{ category_id: 2, category_name: "Transport", category_color: "#00ff00", total: 200 },
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])
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.mockResolvedValueOnce([
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{ month: "2025-01", category_id: 1, category_name: "Food", total: 300 },
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{ month: "2025-01", category_id: 2, category_name: "Transport", total: 100 },
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{ month: "2025-02", category_id: 1, category_name: "Food", total: 200 },
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{ month: "2025-02", category_id: 2, category_name: "Transport", total: 100 },
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]);
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const result = await getCategoryOverTime("2025-01-01", "2025-02-28", 50, undefined, "expense");
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expect(result.categories).toEqual(["Food", "Transport"]);
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expect(result.colors).toEqual({ Food: "#ff0000", Transport: "#00ff00" });
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expect(result.categoryIds).toEqual({ Food: 1, Transport: 2 });
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expect(result.data).toHaveLength(2);
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expect(result.data[0]).toEqual({ month: "2025-01", Food: 300, Transport: 100 });
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expect(result.data[1]).toEqual({ month: "2025-02", Food: 200, Transport: 100 });
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});
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it("groups non-top-N categories into Other", async () => {
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mockSelect
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.mockResolvedValueOnce([
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{ category_id: 1, category_name: "Food", category_color: "#ff0000", total: 500 },
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])
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.mockResolvedValueOnce([
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{ month: "2025-01", category_id: 1, category_name: "Food", total: 300 },
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{ month: "2025-01", category_id: 2, category_name: "Transport", total: 100 },
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{ month: "2025-01", category_id: 3, category_name: "Entertainment", total: 50 },
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]);
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const result = await getCategoryOverTime("2025-01-01", "2025-01-31", 1, undefined, "expense");
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expect(result.categories).toEqual(["Food", "Other"]);
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expect(result.colors["Other"]).toBe("#9ca3af");
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expect(result.data[0]).toEqual({ month: "2025-01", Food: 300, Other: 150 });
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});
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});
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describe("getHighlights", () => {
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const REF = "2026-04-14";
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function queueEmpty(n: number) {
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for (let i = 0; i < n; i++) {
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mockSelect.mockResolvedValueOnce([]);
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}
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}
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it("computes windows and returns zeroed data on an empty profile", async () => {
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queueEmpty(5); // currentBalance, ytd, series, movers, recent
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const result = await getHighlights(30, REF);
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expect(result.currentMonth).toBe("2026-04");
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expect(result.netBalanceCurrent).toBe(0);
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expect(result.netBalanceYtd).toBe(0);
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expect(result.monthlyBalanceSeries).toHaveLength(12);
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expect(result.monthlyBalanceSeries[11].month).toBe("2026-04");
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expect(result.monthlyBalanceSeries[0].month).toBe("2025-05");
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expect(result.topMovers).toEqual([]);
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expect(result.topTransactions).toEqual([]);
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});
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it("parameterises every query with no inlined strings", async () => {
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queueEmpty(5);
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await getHighlights(60, REF);
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for (const call of mockSelect.mock.calls) {
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const sql = call[0] as string;
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const params = call[1] as unknown[];
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expect(sql).not.toContain(`'${REF}'`);
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expect(Array.isArray(params)).toBe(true);
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}
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// First call uses current month range parameters
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const firstParams = mockSelect.mock.calls[0][1] as unknown[];
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expect(firstParams[0]).toBe("2026-04-01");
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expect(firstParams[1]).toBe("2026-04-30");
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// YTD call uses year start
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const ytdParams = mockSelect.mock.calls[1][1] as unknown[];
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expect(ytdParams[0]).toBe("2026-01-01");
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expect(ytdParams[1]).toBe(REF);
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});
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it("uses a 60-day window for top transactions when requested", async () => {
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queueEmpty(5);
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await getHighlights(60, REF);
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const recentParams = mockSelect.mock.calls[4][1] as unknown[];
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// 60-day window ending at REF: start = 2026-04-14 - 59 days = 2026-02-14
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expect(recentParams[0]).toBe("2026-02-14");
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expect(recentParams[1]).toBe(REF);
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expect(recentParams[2]).toBe(10);
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});
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it("computes deltaAbs and deltaPct from movers rows", async () => {
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mockSelect
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.mockResolvedValueOnce([{ net: -500 }]) // current balance
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.mockResolvedValueOnce([{ net: -1800 }]) // ytd
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.mockResolvedValueOnce([
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{ month: "2026-04", net: -500 },
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{ month: "2026-03", net: -400 },
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]) // series
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.mockResolvedValueOnce([
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{
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category_id: 1,
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category_name: "Restaurants",
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category_color: "#f97316",
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current_total: 240,
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previous_total: 200,
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},
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{
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category_id: 2,
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category_name: "Groceries",
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category_color: "#10b981",
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current_total: 85,
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previous_total: 170,
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},
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])
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.mockResolvedValueOnce([]); // recent
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const result = await getHighlights(30, REF);
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expect(result.netBalanceCurrent).toBe(-500);
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expect(result.netBalanceYtd).toBe(-1800);
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expect(result.topMovers).toHaveLength(2);
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expect(result.topMovers[0]).toMatchObject({
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categoryName: "Restaurants",
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currentAmount: 240,
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previousAmount: 200,
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deltaAbs: 40,
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});
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expect(result.topMovers[0].deltaPct).toBeCloseTo(20, 4);
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expect(result.topMovers[1].deltaAbs).toBe(-85);
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expect(result.topMovers[1].deltaPct).toBeCloseTo(-50, 4);
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});
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it("returns deltaPct=null when previous month total is zero", async () => {
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mockSelect
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.mockResolvedValueOnce([{ net: 0 }])
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.mockResolvedValueOnce([{ net: 0 }])
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.mockResolvedValueOnce([])
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.mockResolvedValueOnce([
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{
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category_id: 3,
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category_name: "New expense",
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category_color: "#3b82f6",
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current_total: 120,
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previous_total: 0,
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},
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])
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.mockResolvedValueOnce([]);
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const result = await getHighlights(30, REF);
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expect(result.topMovers[0].deltaPct).toBeNull();
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expect(result.topMovers[0].deltaAbs).toBe(120);
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});
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});
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