feat(reports): Auswertungen, Kalender, Budgets und Export

Backend: - Gemeinsame Bewegungsschicht flows(), auf der alle Berichte aufbauen; Plan und Ist bleiben dabei getrennt - Forecast, Kategorien mit Drilldown, Abo-Übersicht, Jahresvergleich, Cashflow-Kalender, Budget-Ampel, Sparziel-Fortschritt, gebündeltes Dashboard - Budgetübertrag über Monatsgrenzen, Budgets auf Oberkategorien schließen Unterkategorien ein - Export als CSV (BOM, Semikolon, deutsches Dezimaltrennzeichen) und XLSX mit typisierten Beträgen Frontend: - Dashboard, Cashflow-Kalender mit Bestätigen direkt am Tag, Budget-, Sparziel- und Auswertungsseite - Diagrammpalette gegen beide Flächen auf Kontrast und Farbfehlsichtigkeit geprüft; Grün/Rot als Serienpaar verworfen - Einnahmen/Ausgaben und kumulierter Saldo in getrennten Diagrammen statt auf zwei Größenachsen - Recharts in einen eigenen Chunk ausgelagert 27 neue Backend-Tests (235 gesamt), 16 neue Frontend-Tests (65 gesamt) Co-Authored-By: Claude Opus 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014e7t8UpmoVNMtWivY5LiSH
2026-09-09 16:50:22 +02:00
parent 8d6fcfeb58
commit 0adf154049
31 changed files with 5721 additions and 121 deletions
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+"""Integrationstests der Auswertungen."""
+
+import io
+
+from httpx import AsyncClient
+from openpyxl import load_workbook
+
+
+async def posten(client: AsyncClient, seeded: dict, **overrides) -> dict:
+    payload = {
+        "kind": "expense",
+        "title": "Netflix",
+        "category_id": seeded["streaming"],
+        "account_id": seeded["account_id"],
+        "amount": "13.99",
+        "rrule": "FREQ=MONTHLY;BYMONTHDAY=15",
+        "dtstart": "2026-01-15",
+        "business_day_shift": "none",
+    }
+    payload.update(overrides)
+    antwort = await client.post("/api/recurrences", json=payload)
+    assert antwort.status_code == 201, antwort.text
+    return antwort.json()
+
+
+async def haushalt(client: AsyncClient, seeded: dict) -> None:
+    """Ein realistisches Grundgerüst: Gehalt, Miete, Abo, jährliche Versicherung."""
+    await posten(
+        client,
+        seeded,
+        title="Gehalt",
+        kind="income",
+        category_id=seeded["gehalt"],
+        amount="3200.00",
+        rrule="FREQ=MONTHLY;BYMONTHDAY=28",
+        dtstart="2026-01-28",
+    )
+    await posten(
+        client,
+        seeded,
+        title="Miete",
+        category_id=seeded["miete"],
+        amount="950.00",
+        rrule="FREQ=MONTHLY;BYMONTHDAY=1",
+        dtstart="2026-01-01",
+    )
+    await posten(client, seeded)
+    await posten(
+        client,
+        seeded,
+        title="Kfz-Versicherung",
+        category_id=seeded["miete"],
+        amount="612.00",
+        rrule="FREQ=YEARLY;BYMONTH=7;BYMONTHDAY=1",
+        dtstart="2026-07-01",
+        reserve_enabled=True,
+    )
+
+
+# --- Forecast ------------------------------------------------------------------
+
+
+async def test_forecast_setzt_jaehrliche_posten_in_den_richtigen_monat(
+    auth_client: AsyncClient, seeded: dict
+) -> None:
+    """Akzeptanzkriterium: der jährliche Posten taucht nur im Juli auf."""
+    await haushalt(auth_client, seeded)
+
+    antwort = await auth_client.get(
+        "/api/reports/forecast", params={"months": 12, "start": "2026-01-01"}
+    )
+    assert antwort.status_code == 200
+    monate = antwort.json()["months"]
+
+    assert len(monate) == 12
+    assert monate[0]["month"] == "2026-01-01"
+    assert monate[11]["month"] == "2026-12-01"
+
+    nach_monat = {monat["month"]: monat for monat in monate}
+    # Januar bis Juni: Miete 950 + Netflix 13,99
+    assert nach_monat["2026-01-01"]["expenses"] == "963.99"
+    assert nach_monat["2026-06-01"]["expenses"] == "963.99"
+    # Juli zusätzlich die Jahresprämie
+    assert nach_monat["2026-07-01"]["expenses"] == "1575.99"
+    assert nach_monat["2026-08-01"]["expenses"] == "963.99"
+
+
+async def test_forecast_summiert_den_kontostand_auf(auth_client: AsyncClient, seeded: dict) -> None:
+    await haushalt(auth_client, seeded)
+
+    monate = (
+        await auth_client.get("/api/reports/forecast", params={"months": 3, "start": "2026-01-01"})
+    ).json()["months"]
+
+    # Eröffnungssaldo 1000 plus dem Saldo jedes Monats.
+    assert monate[0]["balance"] == "2236.01"
+    assert monate[0]["cumulative_balance"] == "3236.01"
+    assert monate[1]["cumulative_balance"] == "5472.02"
+    assert monate[2]["cumulative_balance"] == "7708.03"
+
+
+async def test_forecast_ohne_daten_ist_flach(auth_client: AsyncClient, seeded: dict) -> None:
+    monate = (await auth_client.get("/api/reports/forecast", params={"months": 2})).json()["months"]
+
+    assert all(monat["income"] == "0.00" for monat in monate)
+    assert all(monat["cumulative_balance"] == "1000.00" for monat in monate)
+
+
+# --- Kategorien ----------------------------------------------------------------
+
+
+async def test_kategorien_mit_drilldown(auth_client: AsyncClient, seeded: dict) -> None:
+    await haushalt(auth_client, seeded)
+
+    bericht = (
+        await auth_client.get(
+            "/api/reports/categories", params={"from": "2026-03-01", "to": "2026-03-31"}
+        )
+    ).json()
+
+    assert bericht["total"] == "963.99"
+    namen = {gruppe["name"]: gruppe for gruppe in bericht["categories"]}
+    assert namen["Wohnen"]["amount"] == "950.00"
+    # Der Drilldown zeigt die Unterkategorie.
+    assert [kind["name"] for kind in namen["Wohnen"]["children"]] == ["Miete"]
+    assert namen["Abos & Medien"]["amount"] == "13.99"
+
+
+async def test_kategorien_koennen_einkuenfte_zeigen(auth_client: AsyncClient, seeded: dict) -> None:
+    await haushalt(auth_client, seeded)
+
+    bericht = (
+        await auth_client.get(
+            "/api/reports/categories",
+            params={"from": "2026-03-01", "to": "2026-03-31", "kind": "income"},
+        )
+    ).json()
+
+    assert bericht["total"] == "3200.00"
+    assert bericht["categories"][0]["name"] == "Einkünfte"
+
+
+async def test_kategorien_weisen_verdrehten_zeitraum_ab(
+    auth_client: AsyncClient, seeded: dict
+) -> None:
+    antwort = await auth_client.get(
+        "/api/reports/categories", params={"from": "2026-03-31", "to": "2026-03-01"}
+    )
+
+    assert antwort.status_code == 422
+    assert antwort.json()["code"] == "invalid_date_range"
+
+
+# --- Abo-Übersicht -------------------------------------------------------------
+
+
+async def test_aboübersicht_mit_jahreskosten(auth_client: AsyncClient, seeded: dict) -> None:
+    await haushalt(auth_client, seeded)
+
+    bericht = (await auth_client.get("/api/reports/subscriptions")).json()
+
+    nach_titel = {eintrag["title"]: eintrag for eintrag in bericht["entries"]}
+    assert nach_titel["Miete"]["annual_cost"] == "11400.00"
+    assert nach_titel["Netflix"]["annual_cost"] == "167.88"
+    assert nach_titel["Kfz-Versicherung"]["annual_cost"] == "612.00"
+    assert nach_titel["Kfz-Versicherung"]["monthly_cost"] == "51.00"
+
+    # Absteigend nach Jahreskosten sortiert.
+    assert next(eintrag["title"] for eintrag in bericht["entries"]) == "Miete"
+    assert bericht["total_annual"] == "12179.88"
+    assert bericht["total_monthly"] == "1014.99"
+
+
+async def test_raten_zaehlen_nicht_in_die_abosumme(auth_client: AsyncClient, seeded: dict) -> None:
+    await posten(auth_client, seeded)
+    await posten(
+        auth_client,
+        seeded,
+        title="Autokredit",
+        category_id=seeded["kredite"],
+        amount="250.00",
+        rrule="FREQ=MONTHLY;BYMONTHDAY=1",
+        dtstart="2026-01-01",
+        installments_total=36,
+    )
+
+    bericht = (await auth_client.get("/api/reports/subscriptions")).json()
+
+    kredit = next(e for e in bericht["entries"] if e["title"] == "Autokredit")
+    assert kredit["is_installment"] is True
+    # Nur Netflix zählt in die Summe.
+    assert bericht["total_annual"] == "167.88"
+
+
+async def test_ablaufende_kuendigungsfrist_wird_gemeldet(
+    auth_client: AsyncClient, seeded: dict
+) -> None:
+    from datetime import date, timedelta
+
+    # Vertrag so legen, dass der Kündigungstermin in 30 Tagen liegt.
+    heute = date.today()
+    laufzeitende = heute + timedelta(days=30 + 90)
+    vertragsbeginn = laufzeitende + timedelta(days=1) - timedelta(days=365)
+
+    await posten(
+        auth_client,
+        seeded,
+        title="Handyvertrag",
+        rrule="FREQ=MONTHLY;BYMONTHDAY=1",
+        dtstart=vertragsbeginn.isoformat(),
+        contract_start=vertragsbeginn.isoformat(),
+        contract_min_term_months=12,
+        contract_notice_period_days=90,
+    )
+
+    bericht = (await auth_client.get("/api/reports/subscriptions")).json()
+
+    fristen = {eintrag["title"] for eintrag in bericht["upcoming_deadlines"]}
+    assert "Handyvertrag" in fristen
+    eintrag = next(e for e in bericht["entries"] if e["title"] == "Handyvertrag")
+    assert 25 <= eintrag["days_until_notice"] <= 35
+
+
+# --- Jahresvergleich -----------------------------------------------------------
+
+
+async def test_jahresvergleich(auth_client: AsyncClient, seeded: dict) -> None:
+    # Ein Abo, das erst 2026 beginnt – 2025 gibt es also nichts.
+    await posten(auth_client, seeded, amount="10.00")
+
+    bericht = (await auth_client.get("/api/reports/year-comparison", params={"year": 2026})).json()
+
+    assert bericht["year"] == 2026
+    zeile = next(z for z in bericht["rows"] if z["name"] == "Abos & Medien")
+    assert zeile["current"] == "120.00"  # zwölf Monate à 10
+    assert zeile["previous"] == "0.00"
+    assert zeile["delta"] == "120.00"
+
+
+# --- Kalender ------------------------------------------------------------------
+
+
+async def test_kalender_zeigt_faelligkeiten_und_verlauf(
+    auth_client: AsyncClient, seeded: dict
+) -> None:
+    await haushalt(auth_client, seeded)
+
+    kalender = (
+        await auth_client.get("/api/reports/calendar", params={"month": "2026-03-01"})
+    ).json()
+
+    assert kalender["month"] == "2026-03-01"
+    assert len(kalender["days"]) == 31
+
+    nach_tag = {tag["date"]: tag for tag in kalender["days"]}
+    # Am 1. März ist die Miete fällig.
+    assert [eintrag["title"] for eintrag in nach_tag["2026-03-01"]["entries"]] == ["Miete"]
+    assert nach_tag["2026-03-01"]["net"] == "-950.00"
+    # Der 15. trägt Netflix, der 28. das Gehalt.
+    assert [eintrag["title"] for eintrag in nach_tag["2026-03-15"]["entries"]] == ["Netflix"]
+    assert [eintrag["title"] for eintrag in nach_tag["2026-03-28"]["entries"]] == ["Gehalt"]
+
+    # Der laufende Kontostand schreibt sich über den Monat fort.
+    # Eröffnung 1000, nach der Miete am 1. noch 50, nach dem Gehalt am 28. wieder hoch.
+    assert nach_tag["2026-03-01"]["running_balance"] == "50.00"
+    assert nach_tag["2026-03-15"]["running_balance"] == "36.01"
+    assert nach_tag["2026-03-28"]["running_balance"] == "3236.01"
+    assert kalender["closing_balance"] == nach_tag["2026-03-31"]["running_balance"]
+    assert kalender["lowest_balance_on"] is not None
+
+
+async def test_kalender_kennzeichnet_werktage(auth_client: AsyncClient, seeded: dict) -> None:
+    kalender = (
+        await auth_client.get("/api/reports/calendar", params={"month": "2026-04-01"})
+    ).json()
+
+    nach_tag = {tag["date"]: tag for tag in kalender["days"]}
+    assert nach_tag["2026-04-03"]["is_business_day"] is False  # Karfreitag
+    assert nach_tag["2026-04-06"]["is_business_day"] is False  # Ostermontag
+    assert nach_tag["2026-04-07"]["is_business_day"] is True
+
+
+async def test_kalender_liefert_das_nominale_datum_mit(
+    auth_client: AsyncClient, seeded: dict
+) -> None:
+    """Der Kalender muss Bestätigen ermöglichen – dafür braucht er den Schlüssel."""
+    eintrag = await posten(
+        auth_client,
+        seeded,
+        rrule="FREQ=MONTHLY;BYMONTHDAY=1",
+        dtstart="2026-02-01",
+        business_day_shift="next",
+    )
+
+    kalender = (
+        await auth_client.get("/api/reports/calendar", params={"month": "2026-02-01"})
+    ).json()
+    nach_tag = {tag["date"]: tag for tag in kalender["days"]}
+
+    # 01.02.2026 ist ein Sonntag; gezahlt wird am 02.02.
+    assert nach_tag["2026-02-01"]["entries"] == []
+    posten_eintrag = nach_tag["2026-02-02"]["entries"][0]
+    assert posten_eintrag["occurrence_date"] == "2026-02-01"
+    assert posten_eintrag["recurrence_id"] == eintrag["id"]
+    assert posten_eintrag["status"] == "planned"
+
+
+# --- Budget-Ampel --------------------------------------------------------------
+
+
+async def test_budget_ampel_schaltet_richtig(auth_client: AsyncClient, seeded: dict) -> None:
+    await auth_client.post(
+        "/api/budgets",
+        json={
+            "category_id": seeded["lebensmittel"],
+            "period_month": "2026-03-01",
+            "limit_amount": "400.00",
+        },
+    )
+
+    async def verbrauche(betrag: str) -> None:
+        await auth_client.post(
+            "/api/transactions",
+            json={
+                "kind": "expense",
+                "title": "Einkauf",
+                "category_id": seeded["lebensmittel"],
+                "account_id": seeded["account_id"],
+                "amount": betrag,
+                "booking_date": "2026-03-05",
+            },
+        )
+
+    async def status() -> dict:
+        antwort = await auth_client.get("/api/reports/budgets", params={"month": "2026-03-01"})
+        return antwort.json()[0]
+
+    await verbrauche("100.00")
+    assert (await status())["state"] == "ok"  # 25 %
+
+    await verbrauche("219.00")
+    assert (await status())["state"] == "ok"  # 79,75 %
+
+    await verbrauche("2.00")
+    aktuell = await status()
+    assert aktuell["state"] == "warning"  # 80,25 %
+    assert aktuell["spent"] == "321.00"
+
+    await verbrauche("100.00")
+    ueberschritten = await status()
+    assert ueberschritten["state"] == "exceeded"
+    assert ueberschritten["remaining"] == "-21.00"
+
+
+async def test_budget_auf_oberkategorie_umfasst_unterkategorien(
+    auth_client: AsyncClient, seeded: dict
+) -> None:
+    baum = (await auth_client.get("/api/categories")).json()
+    lebenshaltung = next(k for k in baum if k["name"] == "Lebenshaltung")
+
+    await auth_client.post(
+        "/api/budgets",
+        json={
+            "category_id": lebenshaltung["id"],
+            "period_month": "2026-03-01",
+            "limit_amount": "500.00",
+        },
+    )
+    await auth_client.post(
+        "/api/transactions",
+        json={
+            "kind": "expense",
+            "title": "Einkauf",
+            "category_id": seeded["lebensmittel"],
+            "account_id": seeded["account_id"],
+            "amount": "120.00",
+            "booking_date": "2026-03-05",
+        },
+    )
+
+    status = (await auth_client.get("/api/reports/budgets", params={"month": "2026-03-01"})).json()
+
+    assert status[0]["spent"] == "120.00"
+
+
+async def test_budgetvorlage_gilt_ab_dem_monat(auth_client: AsyncClient, seeded: dict) -> None:
+    await auth_client.post(
+        "/api/budget-templates",
+        json={
+            "category_id": seeded["lebensmittel"],
+            "valid_from": "2026-02-01",
+            "limit_amount": "450.00",
+        },
+    )
+
+    januar = (await auth_client.get("/api/reports/budgets", params={"month": "2026-01-01"})).json()
+    maerz = (await auth_client.get("/api/reports/budgets", params={"month": "2026-03-01"})).json()
+
+    assert januar == []
+    assert maerz[0]["limit_amount"] == "450.00"
+    assert maerz[0]["is_template"] is True
+
+
+async def test_rollover_uebertraegt_den_rest(auth_client: AsyncClient, seeded: dict) -> None:
+    for monat in ("2026-01-01", "2026-02-01"):
+        await auth_client.post(
+            "/api/budgets",
+            json={
+                "category_id": seeded["lebensmittel"],
+                "period_month": monat,
+                "limit_amount": "400.00",
+                "rollover": True,
+            },
+        )
+    await auth_client.post(
+        "/api/transactions",
+        json={
+            "kind": "expense",
+            "title": "Einkauf Januar",
+            "category_id": seeded["lebensmittel"],
+            "account_id": seeded["account_id"],
+            "amount": "300.00",
+            "booking_date": "2026-01-10",
+        },
+    )
+
+    februar = (await auth_client.get("/api/reports/budgets", params={"month": "2026-02-01"})).json()
+
+    assert februar[0]["carried_over"] == "100.00"
+    assert februar[0]["available"] == "500.00"
+
+
+# --- Sparziele -----------------------------------------------------------------
+
+
+async def test_sparziel_fortschritt_und_rate(auth_client: AsyncClient) -> None:
+    from datetime import date
+
+    from dateutil.relativedelta import relativedelta
+
+    ziel_datum = date.today() + relativedelta(months=10)
+    await auth_client.post(
+        "/api/savings-goals",
+        json={
+            "name": "Neues Fahrrad",
+            "target_amount": "2000.00",
+            "current_amount": "500.00",
+            "target_date": ziel_datum.isoformat(),
+            "monthly_contribution": "100.00",
+        },
+    )
+
+    fortschritt = (await auth_client.get("/api/reports/savings-goals")).json()[0]
+
+    assert fortschritt["remaining_amount"] == "1500.00"
+    assert fortschritt["ratio"] == 0.25
+    assert fortschritt["months_left"] == 10
+    assert fortschritt["required_monthly"] == "150.00"
+    # 100 Euro reichen bei 150 nötigen nicht.
+    assert fortschritt["is_on_track"] is False
+
+
+async def test_erreichtes_sparziel_braucht_keine_rate(auth_client: AsyncClient) -> None:
+    from datetime import date
+
+    await auth_client.post(
+        "/api/savings-goals",
+        json={
+            "name": "Urlaubskasse",
+            "target_amount": "1000.00",
+            "current_amount": "1000.00",
+            "target_date": (date.today().replace(year=date.today().year + 1)).isoformat(),
+        },
+    )
+
+    fortschritt = (await auth_client.get("/api/reports/savings-goals")).json()[0]
+
+    assert fortschritt["ratio"] == 1.0
+    assert fortschritt["required_monthly"] == "0.00"
+
+
+# --- Dashboard -----------------------------------------------------------------
+
+
+async def test_dashboard_buendelt_alles(auth_client: AsyncClient, seeded: dict) -> None:
+    await haushalt(auth_client, seeded)
+
+    dashboard = (
+        await auth_client.get("/api/reports/dashboard", params={"month": "2026-03-01"})
+    ).json()
+
+    assert dashboard["month"]["month"] == "2026-03-01"
+    assert dashboard["month"]["available_after_fixed"] == "2185.01"
+    assert len(dashboard["forecast"]) == 12
+    assert len(dashboard["categories"]) == 2
+    assert dashboard["total_balance"] == "1000.00"
+    assert dashboard["budgets"] == []
+    assert dashboard["goals"] == []
+
+
+# --- Export --------------------------------------------------------------------
+
+
+async def test_export_buchungen_als_csv(auth_client: AsyncClient, seeded: dict) -> None:
+    await auth_client.post(
+        "/api/transactions",
+        json={
+            "kind": "expense",
+            "title": "Wocheneinkauf",
+            "category_id": seeded["lebensmittel"],
+            "account_id": seeded["account_id"],
+            "amount": "84.30",
+            "booking_date": "2026-03-05",
+        },
+    )
+
+    antwort = await auth_client.get(
+        "/api/export/transactions",
+        params={"format": "csv", "from": "2026-01-01", "to": "2026-12-31"},
+    )
+
+    assert antwort.status_code == 200
+    assert antwort.headers["content-type"].startswith("text/csv")
+    assert "moneyfy-buchungen" in antwort.headers["content-disposition"]
+
+    inhalt = antwort.content
+    # Excel erkennt UTF-8 nur mit BOM zuverlässig.
+    assert inhalt.startswith(b"\xef\xbb\xbf")
+    text = inhalt.decode("utf-8-sig")
+    zeilen = text.strip().splitlines()
+    assert zeilen[0].startswith("Datum;Titel;Richtung;Betrag")
+    # Deutsches Dezimaltrennzeichen.
+    assert "84,30" in zeilen[1]
+    assert "Lebenshaltung · Lebensmittel" in zeilen[1]
+
+
+async def test_export_buchungen_als_xlsx(auth_client: AsyncClient, seeded: dict) -> None:
+    await auth_client.post(
+        "/api/transactions",
+        json={
+            "kind": "expense",
+            "title": "Wocheneinkauf",
+            "category_id": seeded["lebensmittel"],
+            "account_id": seeded["account_id"],
+            "amount": "84.30",
+            "booking_date": "2026-03-05",
+        },
+    )
+
+    antwort = await auth_client.get("/api/export/transactions", params={"format": "xlsx"})
+
+    assert antwort.status_code == 200
+    assert antwort.content[:2] == b"PK"
+
+    mappe = load_workbook(io.BytesIO(antwort.content))
+    blatt = mappe["Buchungen"]
+    kopf = [zelle.value for zelle in blatt[1]]
+    assert kopf[:4] == ["Datum", "Titel", "Richtung", "Betrag"]
+    # Der Betrag ist eine Zahl, keine Zeichenkette – Excel kann damit rechnen.
+    assert blatt.cell(row=2, column=4).value == 84.3
+    assert "€" in blatt.cell(row=2, column=4).number_format
+
+
+async def test_export_posten(auth_client: AsyncClient, seeded: dict) -> None:
+    await haushalt(auth_client, seeded)
+
+    antwort = await auth_client.get("/api/export/recurrences", params={"format": "xlsx"})
+
+    mappe = load_workbook(io.BytesIO(antwort.content))
+    blatt = mappe["Posten"]
+    titel = [blatt.cell(row=zeile, column=1).value for zeile in range(2, blatt.max_row + 1)]
+    assert set(titel) == {"Gehalt", "Kfz-Versicherung", "Miete", "Netflix"}
+
+
+async def test_export_monatsauswertung(auth_client: AsyncClient, seeded: dict) -> None:
+    await haushalt(auth_client, seeded)
+
+    antwort = await auth_client.get(
+        "/api/export/month", params={"format": "xlsx", "month": "2026-03-01"}
+    )
+
+    mappe = load_workbook(io.BytesIO(antwort.content))
+    assert mappe.sheetnames == ["Bewegungen", "Kennzahlen"]
+
+    bewegungen = mappe["Bewegungen"]
+    titel = [bewegungen.cell(row=zeile, column=2).value for zeile in range(2, 5)]
+    assert set(titel) == {"Miete", "Netflix", "Gehalt"}
+
+    kennzahlen = {
+        mappe["Kennzahlen"].cell(row=zeile, column=1).value: mappe["Kennzahlen"]
+        .cell(row=zeile, column=2)
+        .value
+        for zeile in range(2, mappe["Kennzahlen"].max_row + 1)
+    }
+    assert kennzahlen["Ausgaben (Plan)"] == 963.99
+    assert kennzahlen["Einnahmen (Plan)"] == 3200.0
+
+
+async def test_export_monatsauswertung_als_csv(auth_client: AsyncClient, seeded: dict) -> None:
+    await haushalt(auth_client, seeded)
+
+    antwort = await auth_client.get(
+        "/api/export/month", params={"format": "csv", "month": "2026-03-01"}
+    )
+
+    text = antwort.content.decode("utf-8-sig")
+    assert "Datum;Titel;Kategorie" in text
+    # Die Kennzahlen folgen nach einer Leerzeile im selben Dokument.
+    assert "Kennzahl;Betrag" in text
+    assert "Verfügbar nach Fixkosten" in text
+
+
+async def test_export_weist_verdrehten_zeitraum_ab(auth_client: AsyncClient) -> None:
+    antwort = await auth_client.get(
+        "/api/export/transactions", params={"from": "2026-12-31", "to": "2026-01-01"}
+    )
+
+    assert antwort.status_code == 422
+    assert antwort.json()["code"] == "invalid_date_range"
+
+
+async def test_export_verlangt_anmeldung(client: AsyncClient) -> None:
+    assert (await client.get("/api/export/transactions")).status_code == 401