def test_add_first_transaction(self):
transaction = self.create_transaction()
interval = 10
margin = 3
sequence = TransactionSequence(interval)
sequence.add_transaction(transaction, margin)
assert transaction.sequence is None
assert transaction.id in sequence.transactions
def test_add_transaction_set_ownership(self):
transaction = self.create_transaction()
interval = 10
margin = 3
sequence = TransactionSequence(interval)
sequence.add_transaction(transaction, margin, set_ownership=True)
assert transaction.sequence == sequence
assert transaction.id in sequence.transactions
def test_add_transactions(self, add_transaction):
transaction1 = self.create_transaction()
transaction2 = self.create_transaction()
transaction3 = self.create_transaction()
transactions = [transaction1, transaction2, transaction3]
interval = 10
margin = 3
ownership = True
sequence = TransactionSequence(interval)
sequence.add_transactions(transactions, margin, ownership)
add_transaction.assert_has_calls([
call(transaction1, margin, ownership),
call(transaction2, margin, ownership),
call(transaction3, margin, ownership)
])
def create_sequence(self):
transaction1 = Transaction(date='01/02/2020',
description='TEST INVOICE 1234',
amount='435.23')
transaction2 = Transaction(date='01/12/2020',
description='TEST INVOICE 1234',
amount='435.23')
transaction3 = Transaction(date='01/22/2020',
description='TEST INVOICE 1234',
amount='435.23')
transactions = [transaction1, transaction2, transaction3]
interval = 10
margin = 3
ownership = True
sequence = TransactionSequence(interval)
sequence.add_transactions(transactions, margin, ownership)
return sequence
def test_contains(self):
transaction1 = Transaction(date='01/02/2020',
description='TEST INVOICE 1234',
amount='435.23')
transaction2 = Transaction(date='01/12/2020',
description='TEST INVOICE 1234',
amount='435.23')
transaction3 = Transaction(date='01/22/2020',
description='TEST INVOICE 1234',
amount='435.23')
transactions = [transaction1, transaction2]
interval = 10
margin = 3
ownership = True
sequence = TransactionSequence(interval)
sequence.add_transactions(transactions, margin, ownership)
assert transaction1 in sequence
assert transaction3 not in sequence
def test_get_last_transaction(self):
transaction1 = Transaction(date='01/02/2020',
description='TEST INVOICE 1234',
amount='435.23')
transaction2 = Transaction(date='01/12/2020',
description='TEST INVOICE 1234',
amount='435.23')
transaction3 = Transaction(date='01/22/2020',
description='TEST INVOICE 1234',
amount='435.23')
transactions = [transaction1, transaction2, transaction3]
interval = 10
margin = 3
ownership = True
sequence = TransactionSequence(interval)
sequence.add_transactions(transactions, margin, ownership)
first = sequence.get_last_transaction()
assert first == transaction3
def test_len(self):
transaction1 = Transaction(date='01/02/2020',
description='TEST INVOICE 1234',
amount='435.23')
transaction2 = Transaction(date='01/12/2020',
description='TEST INVOICE 1234',
amount='435.23')
transaction3 = Transaction(date='01/22/2020',
description='TEST INVOICE 1234',
amount='435.23')
transactions = [transaction1, transaction2, transaction3]
interval = 10
margin = 3
ownership = True
expected_length = 3
sequence = TransactionSequence(interval)
sequence.add_transactions(transactions, margin, ownership)
length = len(sequence)
assert length == expected_length
def test_add_sequence(self):
transaction1 = Transaction(date='01/02/2020',
description='TEST INVOICE 1234',
amount='435.23')
transaction2 = Transaction(date='01/12/2020',
description='TEST INVOICE 1234',
amount='435.23')
transaction3 = Transaction(date='01/22/2020',
description='TEST INVOICE 1234',
amount='435.23')
transactions = [transaction1, transaction2, transaction3]
interval = 10
margin = 3
ownership = True
sequence = TransactionSequence(interval)
sequence.add_transactions(transactions, margin, ownership)
storage = SequenceStorage()
storage.add_sequence(sequence)
assert transaction1.id in storage.sequences
assert transaction2.id in storage.sequences
assert transaction3.id in storage.sequences
def test_get_sequence(self):
transaction1 = Transaction(date='01/02/2020',
description='TEST INVOICE 1234',
amount='435.23')
transaction2 = Transaction(date='01/12/2020',
description='TEST INVOICE 1234',
amount='435.23')
transaction3 = Transaction(date='01/22/2020',
description='TEST INVOICE 1234',
amount='435.23')
transactions = [transaction1, transaction2]
interval = 10
margin = 3
ownership = True
sequence = TransactionSequence(interval)
sequence.add_transactions(transactions, margin, ownership)
storage = SequenceStorage()
storage.add_sequence(sequence)
sequence1 = storage.get_sequence(transaction1)
sequence2 = storage.get_sequence(transaction2)
sequence3 = storage.get_sequence(transaction3)
assert sequence1 == sequence2 == sequence
assert sequence3 is None
def test_iter(self):
called = Mock()
transaction1 = Transaction(date='01/02/2020',
description='TEST INVOICE 1234',
amount='435.23')
transaction2 = Transaction(date='01/12/2020',
description='TEST INVOICE 1234',
amount='435.23')
transaction3 = Transaction(date='01/22/2020',
description='TEST INVOICE 1234',
amount='435.23')
transactions = [transaction1, transaction2, transaction3]
interval = 10
margin = 3
ownership = True
sequence = TransactionSequence(interval)
sequence.add_transactions(transactions, margin, ownership)
for transaction in sequence:
called(transaction)
called.assert_has_calls(
[call(transaction1),
call(transaction2),
call(transaction3)])
def parse_sequences(transaction_list, margin=DEFAULT_MARGIN):
"""
Given a list of transactions with similar descriptions, find sequences that respect
the interval rule.
:param transaction_list: List of transactions with similar descriptions.
:param margin: Acceptable margin for the interval rule.
:return: List of valid sequences.
"""
def get_margin(days):
return [str(i) for i in range(days - margin, days + margin + 1)]
# First, we should evaluate sequence candidates from transaction combinations.
# By using itertools.combinations, we avoid the issue of singleton transactions breaking
# a possible sequence.
delta_hash = OrderedDict()
for a, b in itertools.combinations(transaction_list, 2):
xdiff = b.date - a.date
if xdiff.days >= MINIMUM_INTERVAL: # '4 day rule' evaluation
keys = list(
set(delta_hash.keys()).intersection(get_margin(
xdiff.days))) # margin evaluation
if len(keys) > 0:
delta_hash[keys[0]].add_transactions([a, b], margin=margin)
else:
sequence = TransactionSequence(interval=xdiff.days)
sequence.add_transactions([a, b], margin=margin)
delta_hash[str(xdiff.days)] = sequence
sequences = []
# Now that we have the candidates, we should make sure that we are adhering to the minimum transactions and
# the single-sequence rules, iterating through our candidates to get rid of extra sequences.
for key, sequence in delta_hash.items():
transactions = [
transaction for transaction in sequence if not transaction.sequence
] # Single-sequence evaluation
if len(transactions
) >= MINIMUM_TRANSACTIONS: # Minimum transactions evaluation
clean_sequence = TransactionSequence(interval=int(key))
clean_sequence.add_transactions(transactions,
margin=margin,
set_ownership=True)
sequences.append(clean_sequence)
return sequences
def test_add_second_transaction_outside_margin(self):
transaction = self.create_transaction()
second_transaction = Transaction(date='01/02/2021',
description='TEST INVOICE 1234',
amount='435.23')
interval = 10
margin = 3
sequence = TransactionSequence(interval)
sequence.add_transaction(transaction, margin)
sequence.add_transaction(second_transaction, margin)
assert transaction.sequence is None
assert second_transaction.sequence is None
assert transaction.id in sequence.transactions
assert second_transaction.id not in sequence.transactions
def test_creation(self):
interval = 10
sequence = TransactionSequence(interval)
assert sequence.interval == interval
assert sequence.transactions == {}