Add money: statement-driven personal finance tracker
A data directory holds one folder per account. Statements dropped into those folders are parsed into a rebuildable SQLite index, categorised by ordered glob rules in rules.toml, and browsed or hand-tagged in a Bubble Tea TUI. Movements between the user's own accounts are marked as transfers by the same rules and excluded from spending totals. Manual tags and transfer marks are stored separately from the rule-derived ones and always win, so editing rules.toml and re-running retag never destroys hand edits. Parsers are pluggable. Three are ported from the Python extractors they replace -- nlb and traderepublic read PDFs via pdftotext -layout, revolut reads the CSV export -- alongside a configurable-column CSV parser and a cmd parser that shells out to an external script. Both ports fix two latent bugs in the originals: the sign character class rejected the typographic minus U+2212 that some PDF fonts emit, and NLB's hardcoded continuation indent broke when pdftotext compressed runs of spaces, so the threshold is now measured from the description column. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
This commit is contained in:
Claude Opus 5
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package tui
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import (
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"path/filepath"
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"strings"
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"testing"
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tea "github.com/charmbracelet/bubbletea"
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"git.petrovv.com/nikola/money/internal/config"
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"git.petrovv.com/nikola/money/internal/model"
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"git.petrovv.com/nikola/money/internal/rules"
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"git.petrovv.com/nikola/money/internal/store"
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)
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// newTestModel builds a model over an index holding two transactions, one of
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// which the rules tag as groceries.
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func newTestModel(t *testing.T) (*Model, *store.DB) {
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t.Helper()
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db, err := store.Open(filepath.Join(t.TempDir(), "index.db"))
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if err != nil {
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t.Fatal(err)
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}
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t.Cleanup(func() { db.Close() })
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accountID, err := db.UpsertAccount(model.Account{
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Slug: "checking", Name: "Checking", Currency: "EUR", MinorDigits: 2,
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})
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if err != nil {
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t.Fatal(err)
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}
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sourceID, err := db.SourceFile(accountID, "checking/st.csv", "sha", "2026-01-01T00:00:00Z")
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if err != nil {
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t.Fatal(err)
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}
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for i, d := range []string{"LIDL SOFIA", "SOME RANDOM SHOP"} {
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if _, err := db.InsertTransaction(model.Transaction{
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AccountID: accountID,
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SourceFileID: sourceID,
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Fingerprint: d,
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Date: "2026-01-0" + string(rune('1'+i)),
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Description: d,
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AmountMinor: -1000,
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}); err != nil {
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t.Fatal(err)
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}
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}
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engine := rules.New(&config.Rules{Rule: []config.Rule{{Match: "*LIDL*", Tag: "groceries"}}})
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if _, err := engine.Retag(db); err != nil {
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t.Fatal(err)
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}
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m := New(t.TempDir(), db, nil, engine)
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if err := m.reload(); err != nil {
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t.Fatal(err)
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}
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m.Update(tea.WindowSizeMsg{Width: 120, Height: 30})
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return m, db
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}
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// key sends a single keypress to the model.
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func key(t *testing.T, m *Model, s string) {
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t.Helper()
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var msg tea.KeyMsg
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switch s {
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case "enter":
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msg = tea.KeyMsg{Type: tea.KeyEnter}
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case "esc":
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msg = tea.KeyMsg{Type: tea.KeyEsc}
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default:
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msg = tea.KeyMsg{Type: tea.KeyRunes, Runes: []rune(s)}
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}
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m.Update(msg)
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if m.err != nil {
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t.Fatalf("key %q produced an error: %v", s, m.err)
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}
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}
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// typeText sends each character as its own keypress, as a terminal would.
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func typeText(t *testing.T, m *Model, s string) {
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t.Helper()
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for _, r := range s {
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m.Update(tea.KeyMsg{Type: tea.KeyRunes, Runes: []rune{r}})
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}
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}
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// cursorTo moves the transaction cursor onto the row with the given description.
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func cursorTo(t *testing.T, m *Model, desc string) {
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t.Helper()
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for i, txn := range m.txns {
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if txn.Description == desc {
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m.txnTable.SetCursor(i)
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return
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}
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}
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t.Fatalf("no visible transaction with description %q", desc)
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}
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func TestTagFlow(t *testing.T) {
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m, db := newTestModel(t)
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key(t, m, "2") // transactions view
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cursorTo(t, m, "SOME RANDOM SHOP")
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key(t, m, "t") // open the tag prompt
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if m.input != inputTag {
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t.Fatal("expected the tag prompt to open")
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}
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typeText(t, m, "hobby")
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key(t, m, "enter")
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if m.input != inputNone {
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t.Error("expected the prompt to close after enter")
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}
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txns, err := db.Transactions(store.Filter{})
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if err != nil {
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t.Fatal(err)
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}
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var found bool
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for _, txn := range txns {
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if txn.Description == "SOME RANDOM SHOP" {
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found = true
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if txn.ManualTag != "hobby" {
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t.Errorf("manual_tag = %q, want %q", txn.ManualTag, "hobby")
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}
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}
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}
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if !found {
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t.Fatal("transaction disappeared after tagging")
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}
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// The tag column marks manual overrides with a trailing asterisk.
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if !strings.Contains(m.View(), "hobby*") {
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t.Error("expected the tagged row to render with a manual-override marker")
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}
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}
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func TestTagPromptCancel(t *testing.T) {
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m, db := newTestModel(t)
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key(t, m, "2")
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cursorTo(t, m, "SOME RANDOM SHOP")
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key(t, m, "t")
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typeText(t, m, "nope")
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key(t, m, "esc")
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if m.input != inputNone {
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t.Error("expected esc to close the prompt")
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}
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txns, _ := db.Transactions(store.Filter{Untagged: true})
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if len(txns) != 1 {
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t.Errorf("esc should not have tagged anything; untagged count = %d, want 1", len(txns))
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}
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}
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func TestTransferToggleAndClear(t *testing.T) {
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m, db := newTestModel(t)
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key(t, m, "2")
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cursorTo(t, m, "LIDL SOFIA")
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key(t, m, "x")
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txn := findTxn(t, db, "LIDL SOFIA")
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if !txn.IsTransfer() {
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t.Error("expected x to mark the row as a transfer")
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}
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key(t, m, "x")
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if findTxn(t, db, "LIDL SOFIA").IsTransfer() {
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t.Error("expected a second x to unmark it")
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}
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// c drops the manual override, restoring the rule's verdict.
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key(t, m, "c")
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txn = findTxn(t, db, "LIDL SOFIA")
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if txn.ManualTransfer != nil || txn.ManualTag != "" {
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t.Errorf("expected c to clear overrides, got manual tag %q transfer %v", txn.ManualTag, txn.ManualTransfer)
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}
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if txn.Tag() != "groceries" {
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t.Errorf("tag after clearing = %q, want groceries from the rule", txn.Tag())
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}
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}
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func TestUntaggedToggle(t *testing.T) {
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m, _ := newTestModel(t)
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key(t, m, "u")
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if !m.onlyUntagged {
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t.Fatal("expected u to enable the untagged filter")
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}
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if len(m.txns) != 1 || m.txns[0].Description != "SOME RANDOM SHOP" {
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t.Fatalf("untagged view shows %+v, want only SOME RANDOM SHOP", m.txns)
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}
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// Tagging the last untagged row empties the view; the cursor must stay valid.
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cursorTo(t, m, "SOME RANDOM SHOP")
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key(t, m, "t")
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typeText(t, m, "hobby")
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key(t, m, "enter")
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if len(m.txns) != 0 {
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t.Errorf("expected the untagged view to be empty, got %d rows", len(m.txns))
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}
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if _, ok := m.selected(); ok {
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t.Error("expected no selection in an empty view")
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}
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m.View() // must not panic on an empty table
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key(t, m, "u")
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if len(m.txns) != 2 {
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t.Errorf("expected all rows back after toggling off, got %d", len(m.txns))
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}
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}
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func TestSearchFilter(t *testing.T) {
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m, _ := newTestModel(t)
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key(t, m, "/")
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if m.input != inputSearch {
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t.Fatal("expected the search prompt to open")
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}
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typeText(t, m, "lidl")
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key(t, m, "enter")
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if len(m.txns) != 1 || m.txns[0].Description != "LIDL SOFIA" {
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t.Fatalf("search results = %+v, want only LIDL SOFIA", m.txns)
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}
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// Reopening the prompt pre-fills the active query so it can be edited.
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key(t, m, "/")
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if got := m.text.Value(); got != "lidl" {
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t.Errorf("search prompt pre-filled with %q, want %q", got, "lidl")
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}
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for range len("lidl") {
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m.Update(tea.KeyMsg{Type: tea.KeyBackspace})
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}
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key(t, m, "enter") // an emptied query clears the filter
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if len(m.txns) != 2 {
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t.Errorf("expected the filter to clear, got %d rows", len(m.txns))
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}
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}
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func TestReportViewExcludesTransfers(t *testing.T) {
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m, _ := newTestModel(t)
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key(t, m, "2")
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cursorTo(t, m, "LIDL SOFIA")
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key(t, m, "x") // mark as a transfer
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key(t, m, "3") // report view
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view := m.View()
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if strings.Contains(view, "groceries") {
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t.Error("a transfer must not appear in the report")
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}
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if !strings.Contains(view, "TOTAL") {
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t.Error("expected a TOTAL row in the report")
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}
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}
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func findTxn(t *testing.T, db *store.DB, desc string) model.Transaction {
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t.Helper()
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txns, err := db.Transactions(store.Filter{})
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if err != nil {
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t.Fatal(err)
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}
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for _, txn := range txns {
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if txn.Description == desc {
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return txn
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}
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}
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t.Fatalf("no transaction with description %q", desc)
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return model.Transaction{}
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}
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