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_pagination_and_sorting.py

@@ -0,0 +1,235 @@
+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 = "RS") -> None:
+    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 test_pensions_schedules_pagination_and_sorting():
+    app.dependency_overrides[get_current_user] = lambda: {
+        "id": 1,
+        "username": "tester",
+        "is_admin": True,
+        "is_active": True,
+    }
+    client = TestClient(app)
+
+    file_no = f"PF-SCHED-{uuid.uuid4().hex[:8]}"
+    _seed_file(client, file_no)
+
+    # Create three schedules
+    client.post("/api/pensions/schedules", json={"file_no": file_no, "vests_on": "2024-01-01", "vests_at": 10})
+    client.post("/api/pensions/schedules", json={"file_no": file_no, "vests_on": "2024-02-01", "vests_at": 20})
+    client.post("/api/pensions/schedules", json={"file_no": file_no, "vests_on": "2024-03-01", "vests_at": 30})
+
+    # Sort by vests_on ascending
+    r = client.get("/api/pensions/schedules", params={
+        "file_no": file_no,
+        "sort_by": "vests_on",
+        "sort_dir": "asc",
+    })
+    assert r.status_code == 200
+    dates = [row.get("vests_on") for row in r.json()]
+    assert dates[:3] == ["2024-01-01", "2024-02-01", "2024-03-01"]
+
+    # Sort by vests_on descending
+    r = client.get("/api/pensions/schedules", params={
+        "file_no": file_no,
+        "sort_by": "vests_on",
+        "sort_dir": "desc",
+    })
+    assert r.status_code == 200
+    dates = [row.get("vests_on") for row in r.json()]
+    assert dates[:3] == ["2024-03-01", "2024-02-01", "2024-01-01"]
+
+    # Pagination with include_total
+    r = client.get("/api/pensions/schedules", params={
+        "file_no": file_no,
+        "sort_by": "vests_on",
+        "sort_dir": "asc",
+        "limit": 2,
+        "skip": 0,
+        "include_total": True,
+    })
+    assert r.status_code == 200
+    body = r.json()
+    assert isinstance(body.get("items"), list)
+    assert body["total"] >= 3
+    assert [row.get("vests_on") for row in body["items"]] == ["2024-01-01", "2024-02-01"]
+
+    r = client.get("/api/pensions/schedules", params={
+        "file_no": file_no,
+        "sort_by": "vests_on",
+        "sort_dir": "asc",
+        "limit": 2,
+        "skip": 2,
+    })
+    assert r.status_code == 200
+    tail = r.json()
+    assert len(tail) >= 1
+    assert tail[0]["vests_on"] == "2024-03-01"
+
+    app.dependency_overrides.pop(get_current_user, None)
+
+
+def test_pensions_marriages_pagination_and_sorting():
+    app.dependency_overrides[get_current_user] = lambda: {
+        "id": 1,
+        "username": "tester",
+        "is_admin": True,
+        "is_active": True,
+    }
+    client = TestClient(app)
+
+    file_no = f"PF-MARR-{uuid.uuid4().hex[:8]}"
+    _seed_file(client, file_no)
+
+    client.post("/api/pensions/marriages", json={
+        "file_no": file_no,
+        "married_from": "2000-01-01",
+        "married_to": "2005-01-01",
+        "marital_percent": 10,
+    })
+    client.post("/api/pensions/marriages", json={
+        "file_no": file_no,
+        "married_from": "2005-01-01",
+        "married_to": "2010-01-01",
+        "marital_percent": 20,
+    })
+    client.post("/api/pensions/marriages", json={
+        "file_no": file_no,
+        "married_from": "2010-01-01",
+        "married_to": "2015-01-01",
+        "marital_percent": 30,
+    })
+
+    # Sort by marital_percent desc
+    r = client.get("/api/pensions/marriages", params={
+        "file_no": file_no,
+        "sort_by": "marital_percent",
+        "sort_dir": "desc",
+    })
+    assert r.status_code == 200
+    percents = [row.get("marital_percent") for row in r.json()]
+    assert percents[:3] == [30, 20, 10]
+
+    # Pagination
+    r = client.get("/api/pensions/marriages", params={
+        "file_no": file_no,
+        "sort_by": "married_from",
+        "sort_dir": "asc",
+        "limit": 1,
+        "skip": 1,
+        "include_total": True,
+    })
+    assert r.status_code == 200
+    body = r.json()
+    assert body["total"] >= 3
+    assert body["items"][0]["married_from"] == "2005-01-01"
+
+    app.dependency_overrides.pop(get_current_user, None)
+
+
+def test_pensions_death_benefits_pagination_and_sorting():
+    app.dependency_overrides[get_current_user] = lambda: {
+        "id": 1,
+        "username": "tester",
+        "is_admin": True,
+        "is_active": True,
+    }
+    client = TestClient(app)
+
+    file_no = f"PF-DEATH-{uuid.uuid4().hex[:8]}"
+    _seed_file(client, file_no)
+
+    client.post("/api/pensions/death-benefits", json={"file_no": file_no, "lump1": 100})
+    client.post("/api/pensions/death-benefits", json={"file_no": file_no, "lump1": 300})
+    client.post("/api/pensions/death-benefits", json={"file_no": file_no, "lump1": 200})
+
+    # Sort by lump1 desc
+    r = client.get("/api/pensions/death-benefits", params={
+        "file_no": file_no,
+        "sort_by": "lump1",
+        "sort_dir": "desc",
+    })
+    assert r.status_code == 200
+    l1s = [row.get("lump1") for row in r.json()]
+    assert l1s[:3] == [300, 200, 100]
+
+    # Pagination basic
+    r = client.get("/api/pensions/death-benefits", params={
+        "file_no": file_no,
+        "sort_by": "lump1",
+        "sort_dir": "asc",
+        "limit": 2,
+        "skip": 1,
+    })
+    assert r.status_code == 200
+    page = r.json()
+    assert [row.get("lump1") for row in page] == [200, 300]
+
+    app.dependency_overrides.pop(get_current_user, None)
+
+
+def test_pensions_separations_pagination_and_sorting():
+    app.dependency_overrides[get_current_user] = lambda: {
+        "id": 1,
+        "username": "tester",
+        "is_admin": True,
+        "is_active": True,
+    }
+    client = TestClient(app)
+
+    file_no = f"PF-SEP-{uuid.uuid4().hex[:8]}"
+    _seed_file(client, file_no)
+
+    client.post("/api/pensions/separations", json={"file_no": file_no, "agreement_date": "2024-01-01", "terms": "t1"})
+    client.post("/api/pensions/separations", json={"file_no": file_no, "agreement_date": "2024-02-01", "terms": "t2"})
+    client.post("/api/pensions/separations", json={"file_no": file_no, "agreement_date": "2024-03-01", "terms": "t3"})
+
+    # Sort by agreement_date desc
+    r = client.get("/api/pensions/separations", params={
+        "file_no": file_no,
+        "sort_by": "agreement_date",
+        "sort_dir": "desc",
+    })
+    assert r.status_code == 200
+    dates = [row.get("agreement_date") for row in r.json()]
+    assert dates[:3] == ["2024-03-01", "2024-02-01", "2024-01-01"]
+
+    # Pagination
+    r = client.get("/api/pensions/separations", params={
+        "file_no": file_no,
+        "sort_by": "agreement_date",
+        "sort_dir": "asc",
+        "limit": 1,
+        "skip": 2,
+        "include_total": True,
+    })
+    assert r.status_code == 200
+    body = r.json()
+    assert body["total"] >= 3
+    assert body["items"][0]["agreement_date"] == "2024-03-01"
+
+    app.dependency_overrides.pop(get_current_user, None)
+
+