Initial extraction from monorepo

tests/test_ingest_wealthfolio.py

@@ -0,0 +1,97 @@
+"""Wealthfolio ingest reads a real-shape sqlite and upserts cleanly."""
+from __future__ import annotations
+
+import sqlite3
+from datetime import date
+from decimal import Decimal
+from pathlib import Path
+
+import pytest
+from sqlalchemy import select
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from fire_planner.db import AccountSnapshot
+from fire_planner.ingest.wealthfolio import read_account_snapshots, upsert_snapshots
+
+
+@pytest.fixture
+def wealthfolio_db(tmp_path: Path) -> Path:
+    """Create a minimal sqlite mimicking Wealthfolio's schema."""
+    db_path = tmp_path / "wealthfolio.db"
+    conn = sqlite3.connect(db_path)
+    cur = conn.cursor()
+    cur.executescript("""
+        CREATE TABLE accounts (
+            id TEXT PRIMARY KEY,
+            name TEXT,
+            type TEXT,
+            currency TEXT
+        );
+        CREATE TABLE holdings_snapshot (
+            account_id TEXT,
+            snapshot_date TEXT,
+            symbol TEXT,
+            market_value REAL,
+            market_value_gbp REAL
+        );
+        INSERT INTO accounts VALUES ('acc-isa', 'ISA', 'ISA', 'GBP');
+        INSERT INTO accounts VALUES ('acc-schwab', 'Schwab', 'BROKERAGE', 'USD');
+        INSERT INTO holdings_snapshot VALUES ('acc-isa', '2026-04-25', 'VWRL', 200000, 200000);
+        INSERT INTO holdings_snapshot VALUES ('acc-isa', '2026-04-25', 'BND', 100000, 100000);
+        INSERT INTO holdings_snapshot VALUES ('acc-schwab', '2026-04-25', 'META', 800000, 640000);
+    """)
+    conn.commit()
+    conn.close()
+    return db_path
+
+
+def test_read_groups_holdings_per_account(wealthfolio_db: Path) -> None:
+    rows = read_account_snapshots(wealthfolio_db)
+    assert len(rows) == 2
+    by_id = {r["account_id"]: r for r in rows}
+    assert by_id["acc-isa"]["market_value_gbp"] == Decimal("300000")
+    assert by_id["acc-schwab"]["market_value_gbp"] == Decimal("640000")
+    assert by_id["acc-isa"]["snapshot_date"] == date(2026, 4, 25)
+
+
+def test_read_returns_empty_on_unknown_schema(tmp_path: Path) -> None:
+    """If the sqlite has a totally different shape, return [] rather
+    than blow up — let the operator surface the warning."""
+    db = tmp_path / "weird.db"
+    conn = sqlite3.connect(db)
+    conn.execute("CREATE TABLE foo (x INTEGER)")
+    conn.commit()
+    conn.close()
+    assert read_account_snapshots(db) == []
+
+
+def test_read_missing_file_raises(tmp_path: Path) -> None:
+    with pytest.raises(FileNotFoundError):
+        read_account_snapshots(tmp_path / "nope.db")
+
+
+async def test_upsert_inserts_new_rows(session: AsyncSession, wealthfolio_db: Path) -> None:
+    rows = read_account_snapshots(wealthfolio_db)
+    n = await upsert_snapshots(session, rows)
+    await session.commit()
+    assert n == 2
+    persisted = (await session.execute(select(AccountSnapshot))).scalars().all()
+    assert len(persisted) == 2
+    by_id = {p.account_id: p for p in persisted}
+    assert by_id["acc-isa"].market_value_gbp == Decimal("300000")
+
+
+async def test_upsert_is_idempotent(session: AsyncSession, wealthfolio_db: Path) -> None:
+    rows = read_account_snapshots(wealthfolio_db)
+    await upsert_snapshots(session, rows)
+    await session.commit()
+    # Run again — should still be 2 rows, not 4
+    await upsert_snapshots(session, rows)
+    await session.commit()
+    persisted = (await session.execute(select(AccountSnapshot))).scalars().all()
+    assert len(persisted) == 2
+
+
+async def test_upsert_zero_rows_is_noop(session: AsyncSession) -> None:
+    n = await upsert_snapshots(session, [])
+    assert n == 0