Complete period lifecycle management system including: - PeriodManager class with full lifecycle operations - Period status management (open/calculating/closed) with validation - Period overlap detection and conflict resolution - Comprehensive cost calculation and aggregation engine - Loss carried forward calculations between periods - Period closure validation with audit trails - Current period detection and auto-creation utilities CLI Integration: - Complete period command suite (create, list, show, calculate, status, close, current) - Professional CLI output with detailed formatting - Comprehensive error handling and validation - Date filtering and status filtering capabilities Testing: - 25 core PeriodManager tests covering all functionality - 24 CLI command tests ensuring proper integration - Edge case testing for complex scenarios - 49 total tests passing with comprehensive coverage Database Integration: - Utilizes existing cost_periods schema from FinanceModels - Full SQLite integration with proper constraints - Performance-optimized indexes and queries - Seamless integration with existing cost tracking system 🤖 Generated with [Claude Code](https://claude.ai/code) Co-Authored-By: Claude <noreply@anthropic.com>
454 lines
16 KiB
Python
454 lines
16 KiB
Python
"""
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Tests for MarkiTect period management CLI commands.
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This module tests the command-line interface for period management including:
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- Period creation, listing, and status management
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- Period calculation and lifecycle operations
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- CLI error handling and validation
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"""
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import pytest
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import tempfile
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import os
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from datetime import date
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from decimal import Decimal
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from click.testing import CliRunner
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from markitect.finance.cli import cost_commands
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from markitect.finance.models import FinanceModels
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from markitect.finance.period_manager import PeriodManager
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from markitect.finance.cost_manager import CostItemManager, CostItem
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class TestPeriodCLICommands:
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"""Test suite for period management CLI commands."""
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@pytest.fixture
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def temp_db(self):
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"""Create temporary database for testing."""
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fd, path = tempfile.mkstemp(suffix='.db')
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os.close(fd)
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yield path
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os.unlink(path)
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@pytest.fixture
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def setup_test_data(self, temp_db):
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"""Setup test database with sample period data."""
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finance_models = FinanceModels(temp_db)
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finance_models.initialize_finance_schema()
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period_manager = PeriodManager(temp_db)
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# Create sample period
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period_id = period_manager.create_period(
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period_start=date(2025, 1, 1),
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period_end=date(2025, 1, 31),
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period_type='monthly'
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)
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return temp_db, period_id
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@pytest.fixture
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def runner(self):
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"""Create Click test runner."""
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return CliRunner()
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def test_period_create_success(self, runner, temp_db):
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"""Test period creation via CLI."""
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# Initialize database first
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finance_models = FinanceModels(temp_db)
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finance_models.initialize_finance_schema()
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result = runner.invoke(cost_commands, [
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'period', 'create',
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'--start-date', '2025-02-01',
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'--end-date', '2025-02-28',
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert "✅ Created period #" in result.output
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assert "📅 Period: 2025-02-01 to 2025-02-28" in result.output
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assert "📊 Type: monthly" in result.output
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def test_period_create_with_loss_forward(self, runner, temp_db):
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"""Test period creation with loss carried forward."""
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finance_models = FinanceModels(temp_db)
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finance_models.initialize_finance_schema()
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result = runner.invoke(cost_commands, [
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'period', 'create',
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'--start-date', '2025-03-01',
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'--end-date', '2025-03-31',
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'--loss-forward', '15.75',
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert "✅ Created period #" in result.output
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assert "💸 Loss carried forward: €15.7500" in result.output
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def test_period_create_invalid_dates(self, runner, temp_db):
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"""Test period creation with invalid date format."""
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finance_models = FinanceModels(temp_db)
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finance_models.initialize_finance_schema()
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result = runner.invoke(cost_commands, [
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'period', 'create',
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'--start-date', 'invalid-date',
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'--end-date', '2025-02-28',
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'--database', temp_db
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])
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assert result.exit_code == 1
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assert "Error: Dates must be in YYYY-MM-DD format" in result.output
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def test_period_create_overlapping_fails(self, runner, setup_test_data):
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"""Test that creating overlapping periods fails."""
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temp_db, existing_period_id = setup_test_data
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result = runner.invoke(cost_commands, [
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'period', 'create',
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'--start-date', '2025-01-15', # Overlaps with existing period
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'--end-date', '2025-02-15',
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'--database', temp_db
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])
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assert result.exit_code == 1
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assert "Error:" in result.output
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assert "overlaps" in result.output.lower()
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def test_period_list_all(self, runner, setup_test_data):
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"""Test listing all periods."""
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temp_db, period_id = setup_test_data
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result = runner.invoke(cost_commands, [
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'period', 'list',
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert "📅 Calculation Periods" in result.output
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assert "2025-01-01" in result.output
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assert "2025-01-31" in result.output
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assert "Total: 1 periods" in result.output
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def test_period_list_with_status_filter(self, runner, setup_test_data):
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"""Test listing periods with status filter."""
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temp_db, period_id = setup_test_data
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# Create second period and close it
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period_manager = PeriodManager(temp_db)
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period_id2 = period_manager.create_period(
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period_start=date(2025, 2, 1),
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period_end=date(2025, 2, 28)
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)
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period_manager.close_period(period_id2)
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# Filter by open status
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result = runner.invoke(cost_commands, [
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'period', 'list',
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'--status', 'open',
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert "2025-01-01" in result.output # First period should be shown
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assert "2025-02-01" not in result.output # Second period should be filtered out
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# Filter by closed status
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result = runner.invoke(cost_commands, [
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'period', 'list',
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'--status', 'closed',
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert "2025-02-01" in result.output # Second period should be shown
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assert "2025-01-01" not in result.output # First period should be filtered out
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def test_period_list_with_date_filters(self, runner, temp_db):
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"""Test listing periods with date range filters."""
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finance_models = FinanceModels(temp_db)
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finance_models.initialize_finance_schema()
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period_manager = PeriodManager(temp_db)
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# Create periods in different months
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jan_period = period_manager.create_period(date(2025, 1, 1), date(2025, 1, 31))
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feb_period = period_manager.create_period(date(2025, 2, 1), date(2025, 2, 28))
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# Filter by start date
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result = runner.invoke(cost_commands, [
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'period', 'list',
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'--start-from', '2025-02-01',
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert "2025-02-01" in result.output
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assert "2025-01-01" not in result.output
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def test_period_list_empty(self, runner, temp_db):
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"""Test listing periods when none exist."""
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finance_models = FinanceModels(temp_db)
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finance_models.initialize_finance_schema()
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result = runner.invoke(cost_commands, [
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'period', 'list',
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert "No periods found matching criteria" in result.output
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def test_period_show_details(self, runner, setup_test_data):
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"""Test showing period details."""
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temp_db, period_id = setup_test_data
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result = runner.invoke(cost_commands, [
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'period', 'show', str(period_id),
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert f"📅 Period #{period_id} Details" in result.output
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assert "Start Date: 2025-01-01" in result.output
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assert "End Date: 2025-01-31" in result.output
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assert "Type: monthly" in result.output
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assert "Status: open" in result.output
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def test_period_show_nonexistent(self, runner, temp_db):
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"""Test showing non-existent period."""
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finance_models = FinanceModels(temp_db)
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finance_models.initialize_finance_schema()
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result = runner.invoke(cost_commands, [
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'period', 'show', '999',
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'--database', temp_db
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])
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assert result.exit_code == 1
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assert "Period #999 not found" in result.output
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def test_period_calculate(self, runner, setup_test_data):
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"""Test period cost calculation."""
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temp_db, period_id = setup_test_data
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# Add some cost items for calculation
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cost_manager = CostItemManager(temp_db)
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infra_cat = cost_manager.get_category_by_name('Infrastructure')
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cost_item = CostItem(
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category_id=infra_cat['id'],
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name='Test Server',
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cost_type='monthly',
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amount_eur=Decimal('25.00'),
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starting_from_date=date(2025, 1, 1)
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)
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cost_manager.create_cost_item(cost_item)
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result = runner.invoke(cost_commands, [
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'period', 'calculate', str(period_id),
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert f"📊 Period #{period_id} Cost Calculation" in result.output
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assert "Period: 2025-01-01 to 2025-01-31" in result.output
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assert "Monthly Recurring: €25.00" in result.output
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assert "Total Period Cost: €25.00" in result.output
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def test_period_calculate_nonexistent(self, runner, temp_db):
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"""Test calculating costs for non-existent period."""
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finance_models = FinanceModels(temp_db)
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finance_models.initialize_finance_schema()
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result = runner.invoke(cost_commands, [
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'period', 'calculate', '999',
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'--database', temp_db
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])
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assert result.exit_code == 1
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assert "Error calculating period:" in result.output
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def test_period_status_update(self, runner, setup_test_data):
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"""Test period status update."""
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temp_db, period_id = setup_test_data
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result = runner.invoke(cost_commands, [
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'period', 'status', str(period_id), 'calculating',
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert f"✅ Period #{period_id} status updated to 'calculating'" in result.output
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# Verify the status was actually updated
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result = runner.invoke(cost_commands, [
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'period', 'show', str(period_id),
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'--database', temp_db
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])
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assert "Status: calculating" in result.output
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def test_period_status_update_invalid_status(self, runner, setup_test_data):
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"""Test period status update with invalid status."""
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temp_db, period_id = setup_test_data
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result = runner.invoke(cost_commands, [
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'period', 'status', str(period_id), 'invalid',
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'--database', temp_db
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])
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assert result.exit_code == 2 # Click validation error
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assert "Invalid value" in result.output
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def test_period_status_update_nonexistent(self, runner, temp_db):
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"""Test status update for non-existent period."""
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finance_models = FinanceModels(temp_db)
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finance_models.initialize_finance_schema()
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result = runner.invoke(cost_commands, [
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'period', 'status', '999', 'calculating',
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'--database', temp_db
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])
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assert result.exit_code == 1
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assert "Error:" in result.output
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def test_period_close(self, runner, setup_test_data):
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"""Test period closure."""
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temp_db, period_id = setup_test_data
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result = runner.invoke(cost_commands, [
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'period', 'close', str(period_id),
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert f"✅ Period #{period_id} has been closed" in result.output
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assert "💰 Final total cost:" in result.output
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# Verify the period is actually closed
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result = runner.invoke(cost_commands, [
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'period', 'show', str(period_id),
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'--database', temp_db
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])
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assert "Status: closed" in result.output
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def test_period_close_nonexistent(self, runner, temp_db):
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"""Test closing non-existent period."""
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finance_models = FinanceModels(temp_db)
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finance_models.initialize_finance_schema()
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result = runner.invoke(cost_commands, [
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'period', 'close', '999',
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'--database', temp_db
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])
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assert result.exit_code == 1
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assert "Error:" in result.output
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def test_period_current_exists(self, runner, setup_test_data):
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"""Test finding current period when it exists."""
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temp_db, period_id = setup_test_data
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result = runner.invoke(cost_commands, [
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'period', 'current',
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'--date', '2025-01-15',
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert "📅 Current Active Period" in result.output
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assert f"Period #{period_id}" in result.output
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assert "Dates: 2025-01-01 to 2025-01-31" in result.output
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def test_period_current_not_found(self, runner, temp_db):
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"""Test finding current period when none exists."""
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finance_models = FinanceModels(temp_db)
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finance_models.initialize_finance_schema()
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result = runner.invoke(cost_commands, [
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'period', 'current',
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'--date', '2025-03-15',
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert "No active period found for 2025-03-15" in result.output
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def test_period_current_default_to_today(self, runner, temp_db):
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"""Test current period defaults to today."""
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finance_models = FinanceModels(temp_db)
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finance_models.initialize_finance_schema()
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result = runner.invoke(cost_commands, [
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'period', 'current',
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert "No active period found for today" in result.output
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assert "💡 Create one with:" in result.output
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assert "markitect cost period create" in result.output
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def test_period_current_invalid_date(self, runner, temp_db):
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"""Test current period with invalid date format."""
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finance_models = FinanceModels(temp_db)
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finance_models.initialize_finance_schema()
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result = runner.invoke(cost_commands, [
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'period', 'current',
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'--date', 'invalid-date',
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'--database', temp_db
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])
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assert result.exit_code == 1
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assert "Error: Date must be in YYYY-MM-DD format" in result.output
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def test_period_help_commands(self, runner):
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"""Test help output for period commands."""
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# Test main period help
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result = runner.invoke(cost_commands, ['period', '--help'])
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assert result.exit_code == 0
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assert "Manage calculation periods and lifecycle" in result.output
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# Test create help
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result = runner.invoke(cost_commands, ['period', 'create', '--help'])
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assert result.exit_code == 0
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assert "Create a new calculation period" in result.output
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# Test list help
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result = runner.invoke(cost_commands, ['period', 'list', '--help'])
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assert result.exit_code == 0
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assert "List calculation periods with optional filtering" in result.output
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def test_period_commands_missing_database(self, runner):
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"""Test period commands without database specification."""
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# These should use default config path and still work or show appropriate error
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result = runner.invoke(cost_commands, [
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'period', 'list'
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])
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# Should succeed with default database configuration
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assert result.exit_code == 0
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def test_period_create_quarterly_type(self, runner, temp_db):
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"""Test creating quarterly period type."""
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finance_models = FinanceModels(temp_db)
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finance_models.initialize_finance_schema()
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result = runner.invoke(cost_commands, [
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'period', 'create',
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'--start-date', '2025-04-01',
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'--end-date', '2025-06-30',
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'--type', 'quarterly',
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'--database', temp_db
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])
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assert result.exit_code == 0
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assert "✅ Created period #" in result.output
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assert "📊 Type: quarterly" in result.output |