Files
money/internal/config/config_test.go
T
nikolaandClaude Opus 5 5ca6cff87b Remove the transfer flag
A transfer was a second verdict carried alongside the tag: a boolean set by
transfer = true in a rule or by x in the TUI, kept in its own pair of rule_
and manual_ columns, whose one real effect was to hold the row out of the
report. The rest of it was display -- a T column in the transaction list, in
the rules screen and in money ls.

Money moved between your own accounts is now tagged like anything else and
counts like anything else. The leg leaving checking is an outflow and the leg
arriving in savings is an inflow, so a report over the whole data root roughly
nets out while one scoped to a single account or month does not. That is the
price of one verdict per transaction instead of two.

A rule now needs a tag, and one that set only transfer = true is refused by
number on load. A leftover transfer key beside a tag is ignored, as unknown
TOML keys always were, and an index built by an older binary drops both
columns when it is opened.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-11 23:07:47 +02:00

458 lines
12 KiB
Go

package config
import (
"os"
"path/filepath"
"strings"
"testing"
)
// writeUserConfig points XDG_CONFIG_HOME at a temporary directory and puts a
// config file in it, so tests never touch the real one.
func writeUserConfig(t *testing.T, body string) string {
t.Helper()
dir := t.TempDir()
t.Setenv("XDG_CONFIG_HOME", dir)
if body == "" {
return dir
}
cfgDir := filepath.Join(dir, "money")
if err := os.MkdirAll(cfgDir, 0o755); err != nil {
t.Fatal(err)
}
if err := os.WriteFile(filepath.Join(cfgDir, "config.toml"), []byte(body), 0o644); err != nil {
t.Fatal(err)
}
return dir
}
func TestResolveRootPrecedence(t *testing.T) {
home, err := os.UserHomeDir()
if err != nil {
t.Skip("no home directory in this environment")
}
t.Run("flag beats everything", func(t *testing.T) {
writeUserConfig(t, "root = \"/from/config\"\n")
t.Setenv("MONEY_ROOT", "/from/env")
root, source, err := ResolveRoot("/from/flag")
if err != nil {
t.Fatal(err)
}
if root != "/from/flag" || source != RootFromFlag {
t.Errorf("got %q from %q, want /from/flag from the flag", root, source)
}
})
t.Run("env beats config", func(t *testing.T) {
writeUserConfig(t, "root = \"/from/config\"\n")
t.Setenv("MONEY_ROOT", "/from/env")
root, source, err := ResolveRoot("")
if err != nil {
t.Fatal(err)
}
if root != "/from/env" || source != RootFromEnv {
t.Errorf("got %q from %q, want /from/env from the environment", root, source)
}
})
t.Run("config beats the default", func(t *testing.T) {
writeUserConfig(t, "root = \"/from/config\"\n")
t.Setenv("MONEY_ROOT", "")
root, source, err := ResolveRoot("")
if err != nil {
t.Fatal(err)
}
if root != "/from/config" || source != RootFromConfig {
t.Errorf("got %q from %q, want /from/config from the config file", root, source)
}
})
t.Run("default when nothing is set", func(t *testing.T) {
writeUserConfig(t, "") // XDG dir exists but holds no config file
t.Setenv("MONEY_ROOT", "")
root, source, err := ResolveRoot("")
if err != nil {
t.Fatal(err)
}
want := filepath.Join(home, "money")
if root != want || source != RootFromDefault {
t.Errorf("got %q from %q, want %q from the default", root, source, want)
}
})
// A hand-written config file is likely to contain a tilde, which no shell
// has expanded for us.
t.Run("tilde in the config file is expanded", func(t *testing.T) {
writeUserConfig(t, "root = \"~/finances\"\n")
t.Setenv("MONEY_ROOT", "")
root, _, err := ResolveRoot("")
if err != nil {
t.Fatal(err)
}
want := filepath.Join(home, "finances")
if root != want {
t.Errorf("root = %q, want %q", root, want)
}
})
t.Run("relative paths become absolute", func(t *testing.T) {
writeUserConfig(t, "")
t.Setenv("MONEY_ROOT", "some/relative/dir")
root, _, err := ResolveRoot("")
if err != nil {
t.Fatal(err)
}
if !filepath.IsAbs(root) {
t.Errorf("root = %q, want an absolute path", root)
}
})
}
func TestAppendRule(t *testing.T) {
root := t.TempDir()
existing := "[[rule]]\ntag = \"salary\"\nmatch = \"*PAYROLL*\"\n"
if err := os.WriteFile(filepath.Join(root, RulesFile), []byte(existing), 0o644); err != nil {
t.Fatal(err)
}
if err := AppendRule(root, Rule{Match: "*LIDL*", Tag: "groceries", Account: "checking"}); err != nil {
t.Fatal(err)
}
loaded, err := LoadRules(root)
if err != nil {
t.Fatalf("the file no longer parses after appending: %v", err)
}
if len(loaded.Rule) != 2 {
t.Fatalf("got %d rules, want 2: %+v", len(loaded.Rule), loaded.Rule)
}
// Appending, not prepending: the existing rule keeps precedence.
if loaded.Rule[0].Tag != "salary" {
t.Errorf("first rule = %+v, want the pre-existing salary rule", loaded.Rule[0])
}
added := loaded.Rule[1]
if added.Match != "*LIDL*" || added.Tag != "groceries" || added.Account != "checking" {
t.Errorf("appended rule = %+v", added)
}
}
func TestAppendRuleCreatesFile(t *testing.T) {
root := t.TempDir()
if err := AppendRule(root, Rule{Match: "*LIDL*", Tag: "groceries"}); err != nil {
t.Fatal(err)
}
loaded, err := LoadRules(root)
if err != nil {
t.Fatal(err)
}
if len(loaded.Rule) != 1 || loaded.Rule[0].Match != "*LIDL*" {
t.Errorf("rules = %+v, want the one appended rule", loaded.Rule)
}
// An omitted account must not be written as an empty string.
if loaded.Rule[0].Account != "" {
t.Errorf("account = %q, want empty", loaded.Rule[0].Account)
}
}
func TestAppendRuleRejectsIncomplete(t *testing.T) {
root := t.TempDir()
cases := map[string]Rule{
"no pattern": {Tag: "groceries"},
"no verdict": {Match: "*LIDL*"},
}
for name, r := range cases {
if err := AppendRule(root, r); err == nil {
t.Errorf("%s: expected an error", name)
}
}
if _, err := os.Stat(filepath.Join(root, RulesFile)); !os.IsNotExist(err) {
t.Error("a rejected rule must not create the file")
}
}
// Globs and tags containing quotes must survive the round trip.
func TestAppendRuleQuotesValues(t *testing.T) {
root := t.TempDir()
if err := AppendRule(root, Rule{Match: `*"ODD" PAYEE*`, Tag: "misc"}); err != nil {
t.Fatal(err)
}
loaded, err := LoadRules(root)
if err != nil {
t.Fatalf("quoted values broke the file: %v", err)
}
if loaded.Rule[0].Match != `*"ODD" PAYEE*` {
t.Errorf("match = %q, want the quotes preserved", loaded.Rule[0].Match)
}
}
// A note is documentation carried with the rule. It is a key rather than a
// comment precisely so it survives the round trip.
func TestAppendRuleWithNote(t *testing.T) {
root := t.TempDir()
note := `the "corner shop" — 4412 is the branch code`
if err := AppendRule(root, Rule{Match: "*4412*", Tag: "groceries", Note: note}); err != nil {
t.Fatal(err)
}
loaded, err := LoadRules(root)
if err != nil {
t.Fatalf("the note broke the file: %v", err)
}
if loaded.Rule[0].Note != note {
t.Errorf("note = %q, want %q", loaded.Rule[0].Note, note)
}
// A note alone is not a rule; the usual validation still applies.
if err := AppendRule(root, Rule{Note: "just a thought"}); err == nil {
t.Error("expected a rule with only a note to be rejected")
}
}
// Deleting a rule takes its note with it and leaves everyone else's alone.
func TestDeleteRuleTakesItsNote(t *testing.T) {
root := t.TempDir()
path := filepath.Join(root, RulesFile)
original := `[[rule]]
match = "*LIDL*"
tag = "groceries"
note = "the weekly shop"
[[rule]]
match = "*ZARA*"
tag = "clothes"
note = "keep: for the January review"
`
if err := os.WriteFile(path, []byte(original), 0o644); err != nil {
t.Fatal(err)
}
if _, err := DeleteRules(root, []int{0}); err != nil {
t.Fatal(err)
}
raw, err := os.ReadFile(path)
if err != nil {
t.Fatal(err)
}
if strings.Contains(string(raw), "weekly shop") {
t.Errorf("rules.toml = %q, want the deleted rule's note gone with it", raw)
}
loaded, err := LoadRules(root)
if err != nil {
t.Fatal(err)
}
if len(loaded.Rule) != 1 || loaded.Rule[0].Note != "keep: for the January review" {
t.Errorf("rules = %+v, want the surviving rule to keep its note", loaded.Rule)
}
}
const rulesWithComments = `# Rules for my accounts.
# Order matters: the first match wins.
# Weekly shop.
[[rule]]
match = "*LIDL*"
tag = "groceries"
[[rule]]
match = "*PAYROLL*"
tag = "salary"
# Moving money to myself.
[[rule]]
match = "*TO SAVINGS*"
tag = "transfer"
`
// Deleting must edit the file textually: a user's comments and layout are not
// recoverable from the parsed rules.
func TestDeleteRulesKeepsCommentsAndOrder(t *testing.T) {
root := t.TempDir()
path := filepath.Join(root, RulesFile)
if err := os.WriteFile(path, []byte(rulesWithComments), 0o644); err != nil {
t.Fatal(err)
}
n, err := DeleteRules(root, []int{1}) // the payroll rule, which has no comment
if err != nil {
t.Fatal(err)
}
if n != 1 {
t.Errorf("deleted %d rules, want 1", n)
}
loaded, err := LoadRules(root)
if err != nil {
t.Fatal(err)
}
if len(loaded.Rule) != 2 {
t.Fatalf("got %d rules, want 2: %+v", len(loaded.Rule), loaded.Rule)
}
if loaded.Rule[0].Match != "*LIDL*" || loaded.Rule[1].Match != "*TO SAVINGS*" {
t.Errorf("surviving rules = %+v, want the order preserved", loaded.Rule)
}
body, err := os.ReadFile(path)
if err != nil {
t.Fatal(err)
}
text := string(body)
for _, want := range []string{
"# Rules for my accounts.",
"# Order matters: the first match wins.",
"# Weekly shop.",
"# Moving money to myself.",
} {
if !strings.Contains(text, want) {
t.Errorf("comment %q was lost:\n%s", want, text)
}
}
if strings.Contains(text, "PAYROLL") {
t.Errorf("the deleted rule is still there:\n%s", text)
}
}
// A comment directly above a rule documents it and goes with it; a heading
// separated by a blank line does not.
func TestDeleteRulesTakesAttachedComment(t *testing.T) {
root := t.TempDir()
if err := os.WriteFile(filepath.Join(root, RulesFile), []byte(rulesWithComments), 0o644); err != nil {
t.Fatal(err)
}
if _, err := DeleteRules(root, []int{0}); err != nil { // the commented LIDL rule
t.Fatal(err)
}
body, _ := os.ReadFile(filepath.Join(root, RulesFile))
text := string(body)
if strings.Contains(text, "# Weekly shop.") {
t.Errorf("the rule's own comment should have gone with it:\n%s", text)
}
if !strings.Contains(text, "# Rules for my accounts.") {
t.Errorf("the file heading must survive:\n%s", text)
}
}
func TestDeleteRulesMultiple(t *testing.T) {
root := t.TempDir()
if err := os.WriteFile(filepath.Join(root, RulesFile), []byte(rulesWithComments), 0o644); err != nil {
t.Fatal(err)
}
n, err := DeleteRules(root, []int{0, 2})
if err != nil {
t.Fatal(err)
}
if n != 2 {
t.Errorf("deleted %d, want 2", n)
}
loaded, err := LoadRules(root)
if err != nil {
t.Fatal(err)
}
if len(loaded.Rule) != 1 || loaded.Rule[0].Match != "*PAYROLL*" {
t.Errorf("remaining = %+v, want only the payroll rule", loaded.Rule)
}
}
func TestDeleteRulesAll(t *testing.T) {
root := t.TempDir()
if err := os.WriteFile(filepath.Join(root, RulesFile), []byte(rulesWithComments), 0o644); err != nil {
t.Fatal(err)
}
if _, err := DeleteRules(root, []int{0, 1, 2}); err != nil {
t.Fatal(err)
}
loaded, err := LoadRules(root)
if err != nil {
t.Fatalf("emptying the file must leave it loadable: %v", err)
}
if len(loaded.Rule) != 0 {
t.Errorf("got %+v, want no rules", loaded.Rule)
}
}
func TestDeleteRulesOutOfRange(t *testing.T) {
root := t.TempDir()
if err := os.WriteFile(filepath.Join(root, RulesFile), []byte(rulesWithComments), 0o644); err != nil {
t.Fatal(err)
}
if _, err := DeleteRules(root, []int{7}); err == nil {
t.Error("expected an error for an out-of-range position")
}
loaded, _ := LoadRules(root)
if len(loaded.Rule) != 3 {
t.Error("a rejected delete must leave the file untouched")
}
}
// Deleting nothing is a no-op, not a rewrite.
func TestDeleteRulesEmptySelection(t *testing.T) {
root := t.TempDir()
path := filepath.Join(root, RulesFile)
if err := os.WriteFile(path, []byte(rulesWithComments), 0o644); err != nil {
t.Fatal(err)
}
if n, err := DeleteRules(root, nil); err != nil || n != 0 {
t.Fatalf("n=%d err=%v, want 0 and no error", n, err)
}
body, _ := os.ReadFile(path)
if string(body) != rulesWithComments {
t.Error("the file was rewritten despite deleting nothing")
}
}
func TestUserConfigPathFollowsXDG(t *testing.T) {
t.Setenv("XDG_CONFIG_HOME", "/custom/config")
path, err := UserConfigPath()
if err != nil {
t.Fatal(err)
}
if want := "/custom/config/money/config.toml"; path != want {
t.Errorf("path = %q, want %q", path, want)
}
// Unset, it falls back to ~/.config.
t.Setenv("XDG_CONFIG_HOME", "")
home, err := os.UserHomeDir()
if err != nil {
t.Skip("no home directory in this environment")
}
path, err = UserConfigPath()
if err != nil {
t.Fatal(err)
}
if want := filepath.Join(home, ".config", "money", "config.toml"); path != want {
t.Errorf("path = %q, want %q", path, want)
}
}
// A missing config file is normal, not an error.
func TestLoadUserConfigMissingFile(t *testing.T) {
writeUserConfig(t, "")
c, path, err := LoadUserConfig()
if err != nil {
t.Fatalf("a missing config file should not be an error: %v", err)
}
if c.Root != "" {
t.Errorf("root = %q, want empty", c.Root)
}
if path == "" {
t.Error("expected the path to be reported even when the file is absent")
}
}
// A malformed config file is an error, so a typo does not silently send the
// tool to the wrong directory.
func TestLoadUserConfigMalformed(t *testing.T) {
writeUserConfig(t, "root = this is not valid toml\n")
if _, _, err := LoadUserConfig(); err == nil {
t.Error("expected an error for a malformed config file")
}
}