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Manual test for transfer CRUD

Table of contents

Purpose

User acceptance test to validate transfer create, read, update, and delete operations with sync confirmation in the HomeBudget apps.

Prerequisites

  • HomeBudget Windows app installed and running
  • HomeBudget mobile app available for sync checks
  • Live HomeBudget database configured and connected to the apps
  • Copy config/hb-config.json.sample to %USERPROFILE%/OneDrive/Documents/HomeBudgetData/hb-config.json
  • Edit the config file to set db_path to your operational homebudget.db

  • Or use --db flag to specify your operational database path

  • Wrapper environment activated

  • Package installed in editable mode

Test procedure

  1. User action: record the current transfer count in the Windows app
  2. Automated: add a transfer with the wrapper (uses config database by default)
homebudget transfer add \
  --date 2026-02-20 \
  --from-account "Bank TWH SGD" \
  --to-account "Wallet" \
  --amount 200.00 \
  --notes "TDD Test Transfer"

Note: To use a specific database, add --db <path_to_your_homebudget.db>

  1. Automated: verify a new SyncUpdate entry exists
python tests/manual/verify_syncupdate.py
  1. User action: confirm the new transfer appears in the Windows app
  2. User action: wait for sync and confirm the transfer appears in the mobile app
  3. Automated: locate the new transfer key using the list command
homebudget transfer list --limit 5
  1. Automated: update the transfer amount with the wrapper using the new key
homebudget transfer update KEY \
  --amount 250.00 \
  --notes "TDD Test Transfer updated"
  1. User action: confirm the transfer amount update in the Windows app
  2. Automated: delete the transfer with the wrapper using the new key
homebudget transfer delete KEY --yes
  1. User action: confirm the transfer is removed in the Windows app
  2. User action: wait for sync and confirm the deletion in the mobile app
  3. Record results and any notes

Results

  • Result status
  • Notes
  • Timestamp