templates: add multi-category filter (repeatable or CSV) to GET /api/templates/search; add has_keywords filter; add categories listing endpoint with counts; update docs; add tests

tests/test_pensions_detail_endpoint.py

@@ -0,0 +1,92 @@
+import io
+from datetime import date
+import uuid
+
+from fastapi.testclient import TestClient
+
+from app.main import app
+from app.auth.security import get_current_user
+
+
+def _csv_file(name: str, text: str):
+    return ("files", (name, io.BytesIO(text.encode("utf-8")), "text/csv"))
+
+
+def _seed_file(client: TestClient, file_no: str, owner_id: str = None) -> None:
+    owner_id = owner_id or f"R{uuid.uuid4().hex[:6]}"
+    rolodex_csv = f"Id,Last\n{owner_id},Alpha\n"
+    files_csv = (
+        "File_No,Id,File_Type,Regarding,Opened,Empl_Num,Status,Rate_Per_Hour\n"
+        f"{file_no},{owner_id},CIVIL,Test,{date.today():%Y-%m-%d},E01,ACTIVE,100\n"
+    )
+    client.post("/api/import/batch-upload", files=[
+        _csv_file("ROLODEX.csv", rolodex_csv),
+        _csv_file("FILES.csv", files_csv),
+    ])
+
+
+def _auth():
+    app.dependency_overrides[get_current_user] = lambda: {
+        "id": 1,
+        "username": "tester",
+        "is_admin": True,
+        "is_active": True,
+    }
+
+
+def test_pension_detail_nested_collections_support_pagination_and_sorting():
+    _auth()
+    client = TestClient(app)
+    file_no = f"PF-DET-{uuid.uuid4().hex[:8]}"
+    _seed_file(client, file_no)
+
+    # Seed related rows
+    client.post("/api/pensions/schedules", json={"file_no": file_no, "version": "01", "frequency": "Monthly", "vests_on": "2024-01-01", "vests_at": 10})
+    client.post("/api/pensions/schedules", json={"file_no": file_no, "version": "01", "frequency": "Monthly", "vests_on": "2024-02-01", "vests_at": 20})
+    client.post("/api/pensions/schedules", json={"file_no": file_no, "version": "01", "frequency": "Monthly", "vests_on": "2024-03-01", "vests_at": 30})
+
+    client.post("/api/pensions/marriages", json={"file_no": file_no, "version": "01", "married_from": "2001-01-01", "marital_percent": 10})
+    client.post("/api/pensions/marriages", json={"file_no": file_no, "version": "01", "married_from": "2002-01-01", "marital_percent": 20})
+
+    client.post("/api/pensions/death-benefits", json={"file_no": file_no, "version": "01", "lump1": 100})
+    client.post("/api/pensions/death-benefits", json={"file_no": file_no, "version": "01", "lump1": 200})
+
+    client.post("/api/pensions/separations", json={"file_no": file_no, "version": "01", "agreement_date": "2024-02-01", "terms": "X"})
+    client.post("/api/pensions/separations", json={"file_no": file_no, "version": "01", "agreement_date": "2024-03-01", "terms": "Y"})
+
+    # Call detail with pagination and sorting per section
+    resp = client.get(
+        f"/api/pensions/{file_no}/detail",
+        params={
+            "s_sort_by": "vests_on", "s_sort_dir": "asc", "s_limit": 2, "s_skip": 1,
+            "m_sort_by": "married_from", "m_sort_dir": "desc", "m_limit": 1,
+            "d_sort_by": "lump1", "d_sort_dir": "desc",
+            "sep_sort_by": "agreement_date", "sep_sort_dir": "asc",
+        },
+    )
+    assert resp.status_code == 200
+    body = resp.json()
+
+    # Validate schedules pagination
+    sched = body["schedules"]
+    assert isinstance(sched["items"], list)
+    assert sched["total"] >= 3
+    # After skipping first (Jan), next two should start from Feb
+    sched_dates = [row["vests_on"] for row in sched["items"]]
+    assert sched_dates[0] == "2024-02-01"
+
+    # Marriages sorted desc
+    marr = body["marriages"]
+    assert [row["married_from"] for row in marr["items"]][0] == "2002-01-01"
+
+    # Death benefits sorted desc by lump1
+    deaths = body["death_benefits"]
+    assert [row["lump1"] for row in deaths["items"]][:2] == [200, 100]
+
+    # Separations sorted asc by date
+    seps = body["separations"]
+    assert [row["agreement_date"] for row in seps["items"]][:2] == ["2024-02-01", "2024-03-01"]
+
+    app.dependency_overrides.pop(get_current_user, None)
+
+