"""Schlagwörter je Kategorie: Anlegen/Konflikt, Treffer (Empfänger ODER Zweck), längstes gewinnt, Kind-Filter, Korrektur-Erkennung/Flagging, keine Rückwirkung.""" import io import json def _account(admin, **kw): body = {"name": "Giro", "type": "girokonto", "currency": "EUR", "opening_balance_cents": 0} body.update(kw) r = admin.post("/api/accounts", json=body) assert r.status_code == 201, r.text return r.json() def _expense_cats(admin, n=2): out = [] for g in admin.get("/api/categories").json(): if g["kind"] == "expense": out += g["categories"] assert len(out) >= n, "zu wenige Ausgabe-Kategorien im Seed" return out[:n] def _income_cat(admin): for g in admin.get("/api/categories").json(): if g["kind"] == "income" and g["categories"]: return g["categories"][0] raise AssertionError("keine Einnahme-Kategorie im Seed") def _preview_csv(admin, account_id, csv, colmap): r = admin.post( "/api/imports/preview", files={"file": ("k.csv", io.BytesIO(csv.encode("utf-8")), "text/csv")}, data={ "account_id": str(account_id), "delimiter": ";", "decimal_sep": ",", "date_format": "%d.%m.%Y", "encoding": "utf-8", "has_header": "true", "skip_rows": "0", "amount_mode": "signed", "column_map": colmap, }, ) assert r.status_code == 200, r.text return r.json()["rows"] COLMAP = json.dumps({"date": 0, "amount": 1, "payee": 2, "purpose": 3}) def test_keyword_crud_and_conflict(admin): a, b = _expense_cats(admin, 2) r = admin.post(f"/api/categories/{a['id']}/keywords", json={"word": " REWE "}) assert r.status_code == 201, r.text assert r.json()["word"] == "rewe" # getrimmt + kleingeschrieben kid = r.json()["id"] assert [k["word"] for k in admin.get(f"/api/categories/{a['id']}/keywords").json()] == ["rewe"] # Gleiches Wort, gleiche Kategorie -> idempotent, keine Dublette. assert admin.post(f"/api/categories/{a['id']}/keywords", json={"word": "rewe"}).status_code == 201 assert len(admin.get(f"/api/categories/{a['id']}/keywords").json()) == 1 # Gleiches Wort, andere Kategorie -> Konflikt. assert admin.post(f"/api/categories/{b['id']}/keywords", json={"word": "rewe"}).status_code == 409 assert admin.delete(f"/api/categories/keywords/{kid}").status_code == 204 assert admin.get(f"/api/categories/{a['id']}/keywords").json() == [] def test_matching_payee_purpose_and_kind_filter(admin): giro = _account(admin, name="Giro KW") a, _ = _expense_cats(admin, 2) admin.post(f"/api/categories/{a['id']}/keywords", json={"word": "netflix"}) csv = ( "Datum;Betrag;Empfaenger;Zweck\n" "01.03.2026;-9,99;NETFLIX;Abo\n" # Empfänger-Treffer "02.03.2026;-9,99;Kartenzahlung;NETFLIX Monatsabo\n" # Zweck-Treffer (any) "03.03.2026;9,99;NETFLIX;Erstattung\n" # Einnahme -> darf NICHT greifen ) rows = _preview_csv(admin, giro["id"], csv, COLMAP) assert rows[0]["category_id"] == a["id"] assert rows[0]["matched_rule_id"] is not None assert rows[1]["category_id"] == a["id"] # über den Zweck getroffen assert rows[2]["category_id"] is None # Ausgabe-Schlagwort, Einnahme -> gefiltert def test_longest_keyword_wins(admin): giro = _account(admin, name="Giro LW") a, b = _expense_cats(admin, 2) admin.post(f"/api/categories/{a['id']}/keywords", json={"word": "rewe"}) admin.post(f"/api/categories/{b['id']}/keywords", json={"word": "rewe getraenke"}) csv = "Datum;Betrag;Empfaenger;Zweck\n01.03.2026;-20,00;REWE Getraenke Markt;Wasser\n" rows = _preview_csv(admin, giro["id"], csv, COLMAP) assert rows[0]["category_id"] == b["id"] # spezifischeres (längeres) Schlagwort gewinnt def test_correction_flagging_confirm(admin): giro = _account(admin, name="Giro Flag") a, b = _expense_cats(admin, 2) kw = admin.post(f"/api/categories/{a['id']}/keywords", json={"word": "spotify"}).json() lines = "".join(f"0{i}.03.2026;-9,99;SPOTIFY;Abo\n" for i in range(1, 7)) # 6 Zeilen rows = _preview_csv(admin, giro["id"], "Datum;Betrag;Empfaenger;Zweck\n" + lines, COLMAP) assert len(rows) == 6 and all(r["category_id"] == a["id"] for r in rows) for r in rows[:2]: # zwei wegkorrigieren r["category_id"] = b["id"] res = admin.post("/api/imports/commit", json={"account_id": giro["id"], "filename": "s.csv", "rows": rows}) assert res.status_code == 200, res.text flagged = admin.get("/api/categories/keywords/flagged").json() hit = next((f for f in flagged if f["id"] == kw["id"]), None) assert hit is not None, flagged assert hit["applied_count"] == 6 and hit["overridden_count"] == 2 # „Behalten" unterdrückt die Meldung künftig. assert admin.post(f"/api/categories/keywords/{kw['id']}/confirm").status_code == 204 assert kw["id"] not in [f["id"] for f in admin.get("/api/categories/keywords/flagged").json()] def test_keyword_update_and_conflict(admin): a, b = _expense_cats(admin, 2) kw = admin.post(f"/api/categories/{a['id']}/keywords", json={"word": "lidil"}).json() r = admin.patch(f"/api/categories/keywords/{kw['id']}", json={"word": " LIDL "}) assert r.status_code == 200, r.text assert r.json()["word"] == "lidl" # getrimmt + kleingeschrieben words = admin.get(f"/api/categories/{a['id']}/keywords").json() assert next(k for k in words if k["id"] == kw["id"])["word"] == "lidl" assert "lidil" not in [k["word"] for k in words] # altes Wort ist weg # Umbenennen auf ein Wort, das schon einer anderen Kategorie gehört -> Konflikt. admin.post(f"/api/categories/{b['id']}/keywords", json={"word": "coop"}) assert admin.patch(f"/api/categories/keywords/{kw['id']}", json={"word": "coop"}).status_code == 409 def test_below_threshold_not_flagged(admin): giro = _account(admin, name="Giro NoFlag") a, b = _expense_cats(admin, 2) kw = admin.post(f"/api/categories/{a['id']}/keywords", json={"word": "denner"}).json() lines = "".join(f"0{i}.03.2026;-4,00;DENNER;Einkauf\n" for i in range(1, 7)) # 6 Zeilen rows = _preview_csv(admin, giro["id"], "Datum;Betrag;Empfaenger;Zweck\n" + lines, COLMAP) rows[0]["category_id"] = b["id"] # nur 1 von 6 korrigiert (< 1/3) admin.post("/api/imports/commit", json={"account_id": giro["id"], "filename": "d.csv", "rows": rows}) assert kw["id"] not in [f["id"] for f in admin.get("/api/categories/keywords/flagged").json()] def test_amount_condition_rule(admin): giro = _account(admin, name="Giro Amt") a, _ = _expense_cats(admin, 2) # „sv" nur bei genau 5.00 -> Kategorie a r = admin.post(f"/api/categories/{a['id']}/keywords", json={"word": "sv", "amount_cents": 500}) assert r.status_code == 201, r.text assert r.json()["amount_cents"] == 500 csv = ( "Datum;Betrag;Empfaenger;Zweck\n" "01.03.2026;-5,00;SV Restaurant;Mittag\n" # 5.00 -> a "02.03.2026;-8,00;SV Restaurant;Produkt\n" # anderer Betrag -> keine Regel ) rows = _preview_csv(admin, giro["id"], csv, COLMAP) assert rows[0]["category_id"] == a["id"] assert rows[1]["category_id"] is None def test_transfer_rule_and_target_guess(admin): giro = _account(admin, name="Giro TR") spar = _account(admin, name="Sparkonto TR", type="sparkonto", identifiers=[{"kind": "text", "value": "Sparen"}]) assert any(i["kind"] == "text" for i in spar["identifiers"]) r = admin.post("/api/categories/transfer-keywords", json={"word": "uebertrag"}) assert r.status_code == 201, r.text csv = ( "Datum;Betrag;Empfaenger;Zweck\n" "01.03.2026;-100,00;Max;Uebertrag Sparen\n" # -> Transfer, Ziel = Sparkonto "02.03.2026;-50,00;Max;Uebertrag woandershin\n" # -> Transfer, kein Ziel erkannt ) rows = _preview_csv(admin, giro["id"], csv, COLMAP) assert rows[0]["type"] == "transfer" assert rows[0]["to_account_id"] == spar["id"] assert rows[1]["type"] == "transfer" assert rows[1]["to_account_id"] is None def test_transfer_keyword_conflicts_with_category_keyword(admin): a, _ = _expense_cats(admin, 2) admin.post(f"/api/categories/{a['id']}/keywords", json={"word": "doppelwort"}) # gleiches Wort als Transfer-Regel -> Konflikt assert admin.post("/api/categories/transfer-keywords", json={"word": "doppelwort"}).status_code == 409 def test_no_retroactive_apply(admin): giro = _account(admin, name="Giro Retro") a, _ = _expense_cats(admin, 2) rows = _preview_csv(admin, giro["id"], "Datum;Betrag;Empfaenger;Zweck\n01.03.2026;-5,00;ALDI;Einkauf\n", COLMAP) assert rows[0]["category_id"] is None admin.post("/api/imports/commit", json={"account_id": giro["id"], "filename": "aldi.csv", "rows": rows}) admin.post(f"/api/categories/{a['id']}/keywords", json={"word": "aldi"}) # erst danach angelegt txns = admin.get("/api/transactions").json() aldi = [t for t in txns if (t.get("payee") or "").upper() == "ALDI"] assert aldi and aldi[0]["category_id"] is None # bestehende Buchung bleibt unkategorisiert