feat(expense-snapshot): snapshot service with creator-name resolution + tests
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using System.Security.Claims;
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using Microsoft.AspNetCore.Http;
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using Microsoft.EntityFrameworkCore;
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using Moq;
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using ROLAC.API.Data;
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using ROLAC.API.Data.Interceptors;
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using ROLAC.API.DTOs.Expense;
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using ROLAC.API.Entities;
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using ROLAC.API.Services;
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using ROLAC.API.Services.Logging;
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using Xunit;
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namespace ROLAC.API.Tests.Services;
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public class ExpenseSnapshotServiceTests
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{
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private static AppDbContext BuildDb(string userId)
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{
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var claims = new[] { new Claim(ClaimTypes.NameIdentifier, userId) };
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var ctx = new DefaultHttpContext { User = new(new ClaimsIdentity(claims)) };
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var mock = new Mock<IHttpContextAccessor>();
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mock.Setup(x => x.HttpContext).Returns(ctx);
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return new AppDbContext(new DbContextOptionsBuilder<AppDbContext>()
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.UseInMemoryDatabase(Guid.NewGuid().ToString())
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.AddInterceptors(new AuditSaveChangesInterceptor(new CurrentUserAccessor(mock.Object))).Options);
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}
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private static (ExpenseSnapshotService svc, AppDbContext db) Build(string userId = "u1")
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{
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var db = BuildDb(userId);
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db.Ministries.Add(new Ministry { Id = 1, Name_en = "Worship", Name_zh = "敬拜" });
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db.ExpenseCategoryGroups.Add(new ExpenseCategoryGroup { Id = 1, Name_en = "Facilities" });
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db.ExpenseSubCategories.Add(new ExpenseSubCategory { Id = 1, GroupId = 1, Name_en = "Rent" });
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db.SaveChanges();
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return (new ExpenseSnapshotService(db), db);
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}
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private static CreateExpenseSnapshotRequest Rent() => new()
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{
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Name = "Monthly Rent", MinistryId = 1, Description = "Office rent", VendorName = "Landlord X",
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CheckNumber = "1001",
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Lines = { new ExpenseLineInput { CategoryGroupId = 1, SubCategoryId = 1, Amount = 1200m } },
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};
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[Fact]
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public async Task Create_PersistsHeaderAndLines_StampsCreator()
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{
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var (svc, db) = Build("creator-1");
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var id = await svc.CreateAsync(Rent());
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var saved = await db.ExpenseSnapshots.FindAsync(id);
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Assert.Equal("Monthly Rent", saved!.Name);
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Assert.Equal("creator-1", saved.CreatedBy);
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Assert.Equal(1, await db.ExpenseSnapshotLines.CountAsync(l => l.SnapshotId == id));
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}
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[Fact]
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public async Task Create_WithNoLines_Throws()
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{
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var (svc, _) = Build();
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var r = Rent(); r.Lines.Clear();
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await Assert.ThrowsAsync<InvalidOperationException>(() => svc.CreateAsync(r));
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}
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[Fact]
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public async Task GetById_ReturnsLines_TotalsAndCreatorName()
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{
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var (svc, db) = Build("creator-1");
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db.Members.Add(new Member { Id = 5, FirstName_en = "Joy", LastName_en = "Wong" });
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db.Users.Add(new AppUser { Id = "creator-1", MemberId = 5 });
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await db.SaveChangesAsync();
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var id = await svc.CreateAsync(Rent());
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var dto = await svc.GetByIdAsync(id);
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Assert.NotNull(dto);
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Assert.Equal(1200m, dto!.TotalAmount);
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Assert.Equal(1, dto.LineCount);
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Assert.Equal("Rent", dto.Lines.Single().SubCategoryName);
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Assert.Equal("Joy Wong", dto.CreatedByName);
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}
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[Fact]
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public async Task GetAll_ReturnsNewestFirst()
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{
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var (svc, _) = Build();
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var first = await svc.CreateAsync(Rent());
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var second = await svc.CreateAsync(Rent());
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var all = await svc.GetAllAsync();
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Assert.Equal(2, all.Count);
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Assert.Equal(second, all[0].Id);
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Assert.Equal(first, all[1].Id);
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}
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[Fact]
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public async Task Update_RenamesAndReplacesLines()
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{
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var (svc, db) = Build();
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db.ExpenseCategoryGroups.Add(new ExpenseCategoryGroup { Id = 2, Name_en = "Utilities" });
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db.ExpenseSubCategories.Add(new ExpenseSubCategory { Id = 2, GroupId = 2, Name_en = "Internet" });
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await db.SaveChangesAsync();
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var id = await svc.CreateAsync(Rent());
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await svc.UpdateAsync(id, new UpdateExpenseSnapshotRequest
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{
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Name = "Monthly Internet", MinistryId = 1, Description = "ISP",
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Lines = { new ExpenseLineInput { CategoryGroupId = 2, SubCategoryId = 2, Amount = 80m } },
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});
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var dto = await svc.GetByIdAsync(id);
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Assert.Equal("Monthly Internet", dto!.Name);
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Assert.Equal(80m, dto.TotalAmount);
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Assert.Equal("Internet", dto.Lines.Single().SubCategoryName);
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Assert.Equal(1, await db.ExpenseSnapshotLines.CountAsync(l => l.SnapshotId == id));
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}
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[Fact]
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public async Task Update_MissingId_Throws()
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{
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var (svc, _) = Build();
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await Assert.ThrowsAsync<KeyNotFoundException>(() => svc.UpdateAsync(999, new UpdateExpenseSnapshotRequest
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{
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Name = "x", MinistryId = 1, Description = "x",
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Lines = { new ExpenseLineInput { CategoryGroupId = 1, SubCategoryId = 1, Amount = 1m } },
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}));
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}
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[Fact]
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public async Task Delete_SoftDeletes_HidesFromQueries()
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{
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var (svc, db) = Build();
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var id = await svc.CreateAsync(Rent());
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await svc.DeleteAsync(id);
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Assert.Empty(await svc.GetAllAsync());
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Assert.Null(await db.ExpenseSnapshots.FirstOrDefaultAsync(s => s.Id == id));
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}
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}
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@@ -0,0 +1,151 @@
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using Microsoft.EntityFrameworkCore;
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using ROLAC.API.Data;
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using ROLAC.API.DTOs.Expense;
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using ROLAC.API.Entities;
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namespace ROLAC.API.Services;
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public class ExpenseSnapshotService : IExpenseSnapshotService
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{
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private readonly AppDbContext _db;
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public ExpenseSnapshotService(AppDbContext db) => _db = db;
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public async Task<List<ExpenseSnapshotDto>> GetAllAsync()
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{
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var snaps = await _db.ExpenseSnapshots.AsNoTracking()
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.OrderByDescending(s => s.CreatedAt).ThenByDescending(s => s.Id)
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.ToListAsync();
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if (snaps.Count == 0) return new();
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var ids = snaps.Select(s => s.Id).ToList();
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var lines = await _db.ExpenseSnapshotLines.AsNoTracking()
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.Where(l => ids.Contains(l.SnapshotId)).ToListAsync();
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var linesBySnapshot = lines.GroupBy(l => l.SnapshotId).ToDictionary(g => g.Key, g => g.ToList());
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var minNames = await _db.Ministries.AsNoTracking().ToDictionaryAsync(m => m.Id, m => $"{m.Name_en} / {m.Name_zh}");
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var creatorNames = await ResolveUserNamesAsync(snaps.Select(s => s.CreatedBy));
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return snaps.Select(s =>
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{
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linesBySnapshot.TryGetValue(s.Id, out var ls);
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return new ExpenseSnapshotDto
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{
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Id = s.Id, Name = s.Name, MinistryId = s.MinistryId,
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MinistryName = minNames.GetValueOrDefault(s.MinistryId, ""),
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Description = s.Description, VendorName = s.VendorName,
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CheckNumber = s.CheckNumber, Notes = s.Notes,
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TotalAmount = ls?.Sum(l => l.Amount) ?? 0,
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LineCount = ls?.Count ?? 0,
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CreatedByName = creatorNames.GetValueOrDefault(s.CreatedBy),
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CreatedAt = s.CreatedAt,
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};
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}).ToList();
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}
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public async Task<ExpenseSnapshotDto?> GetByIdAsync(int id)
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{
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var s = await _db.ExpenseSnapshots.AsNoTracking().FirstOrDefaultAsync(x => x.Id == id);
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if (s is null) return null;
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var lines = await _db.ExpenseSnapshotLines.AsNoTracking()
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.Where(l => l.SnapshotId == id).OrderBy(l => l.Id).ToListAsync();
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var minName = await _db.Ministries.Where(m => m.Id == s.MinistryId).Select(m => m.Name_en).FirstOrDefaultAsync() ?? "";
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var grpNames = await _db.ExpenseCategoryGroups.AsNoTracking().ToDictionaryAsync(g => g.Id, g => g.Name_en);
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var subNames = await _db.ExpenseSubCategories.AsNoTracking().ToDictionaryAsync(x => x.Id, x => x.Name_en);
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var creatorName = (await ResolveUserNamesAsync(new[] { s.CreatedBy })).GetValueOrDefault(s.CreatedBy);
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return new ExpenseSnapshotDto
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{
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Id = s.Id, Name = s.Name, MinistryId = s.MinistryId, MinistryName = minName,
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Description = s.Description, VendorName = s.VendorName, CheckNumber = s.CheckNumber, Notes = s.Notes,
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TotalAmount = lines.Sum(l => l.Amount), LineCount = lines.Count,
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CreatedByName = creatorName, CreatedAt = s.CreatedAt,
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Lines = lines.Select(l => new ExpenseSnapshotLineDto
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{
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CategoryGroupId = l.CategoryGroupId, CategoryGroupName = grpNames.GetValueOrDefault(l.CategoryGroupId, ""),
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SubCategoryId = l.SubCategoryId, SubCategoryName = subNames.GetValueOrDefault(l.SubCategoryId, ""),
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FunctionalClass = l.FunctionalClass, Amount = l.Amount, Description = l.Description,
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}).ToList(),
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};
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}
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public async Task<int> CreateAsync(CreateExpenseSnapshotRequest r)
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{
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ValidateLines(r.Lines);
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var s = new ExpenseSnapshot
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{
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Name = r.Name.Trim(), MinistryId = r.MinistryId, Description = r.Description,
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VendorName = r.VendorName, CheckNumber = r.CheckNumber, Notes = r.Notes,
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Lines = BuildLines(r.Lines),
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};
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_db.ExpenseSnapshots.Add(s);
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await _db.SaveChangesAsync();
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return s.Id;
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}
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public async Task UpdateAsync(int id, UpdateExpenseSnapshotRequest r)
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{
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ValidateLines(r.Lines);
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var s = await _db.ExpenseSnapshots.Include(x => x.Lines).FirstOrDefaultAsync(x => x.Id == id)
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?? throw new KeyNotFoundException($"Snapshot {id} not found.");
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s.Name = r.Name.Trim(); s.MinistryId = r.MinistryId; s.Description = r.Description;
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s.VendorName = r.VendorName; s.CheckNumber = r.CheckNumber; s.Notes = r.Notes;
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_db.ExpenseSnapshotLines.RemoveRange(s.Lines);
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s.Lines = BuildLines(r.Lines);
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await _db.SaveChangesAsync();
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}
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public async Task DeleteAsync(int id)
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{
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var s = await _db.ExpenseSnapshots.FirstOrDefaultAsync(x => x.Id == id)
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?? throw new KeyNotFoundException($"Snapshot {id} not found.");
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s.IsDeleted = true; s.DeletedAt = DateTimeOffset.UtcNow;
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await _db.SaveChangesAsync();
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}
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private static void ValidateLines(List<ExpenseLineInput> lines)
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{
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if (lines is null || lines.Count == 0)
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throw new InvalidOperationException("A snapshot must have at least one line.");
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foreach (var l in lines)
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{
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if (l.CategoryGroupId <= 0 || l.SubCategoryId <= 0)
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throw new InvalidOperationException("Each snapshot line needs a category group and subcategory.");
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if (l.Amount <= 0)
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throw new InvalidOperationException("Each snapshot line amount must be greater than zero.");
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}
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}
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private static List<ExpenseSnapshotLine> BuildLines(List<ExpenseLineInput> inputs) =>
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inputs.Select(l => new ExpenseSnapshotLine
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{
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CategoryGroupId = l.CategoryGroupId, SubCategoryId = l.SubCategoryId,
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FunctionalClass = l.FunctionalClass, Amount = l.Amount, Description = l.Description,
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}).ToList();
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// Resolve actor user ids (AppUser.Id, stored in CreatedBy) to a display name: the linked
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// Member's full name when present, otherwise the account email. Mirrors ExpenseService.
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private async Task<Dictionary<string, string>> ResolveUserNamesAsync(IEnumerable<string?> userIds)
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{
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var ids = userIds.Where(id => !string.IsNullOrEmpty(id)).Select(id => id!).Distinct().ToList();
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if (ids.Count == 0) return new();
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var users = await _db.Users.AsNoTracking()
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.Where(u => ids.Contains(u.Id))
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.Select(u => new { u.Id, u.Email, u.MemberId })
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.ToListAsync();
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var memberIds = users.Where(u => u.MemberId != null).Select(u => u.MemberId!.Value).ToHashSet();
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var memberNames = await _db.Members.AsNoTracking()
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.Where(m => memberIds.Contains(m.Id))
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.ToDictionaryAsync(m => m.Id, m => $"{m.FirstName_en} {m.LastName_en}".Trim());
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return users.ToDictionary(
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u => u.Id,
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u => u.MemberId != null && memberNames.TryGetValue(u.MemberId.Value, out var name) && name.Length > 0
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? name
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: (u.Email ?? u.Id));
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}
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}
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@@ -0,0 +1,11 @@
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using ROLAC.API.DTOs.Expense;
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namespace ROLAC.API.Services;
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public interface IExpenseSnapshotService
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{
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Task<List<ExpenseSnapshotDto>> GetAllAsync();
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Task<ExpenseSnapshotDto?> GetByIdAsync(int id);
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Task<int> CreateAsync(CreateExpenseSnapshotRequest r);
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Task UpdateAsync(int id, UpdateExpenseSnapshotRequest r);
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Task DeleteAsync(int id);
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}
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