fix(transactions): recurring tags and entities dropped when generated for another user

app/apps/transactions/models.py

@@ -937,8 +937,10 @@ class RecurringTransaction(models.Model):
             notes=self.notes if self.add_notes_to_transaction else "",
             owner=self.account.owner,
         )
-        created_transaction.tags.set(self.tags.all())
-        created_transaction.entities.set(self.entities.all())
+        # Unfiltered managers: generation also runs without a current user, or with a
+        # different one, and the scoped default manager would hide private rows.
+        created_transaction.tags.set(self.tags(manager="all_objects").all())
+        created_transaction.entities.set(self.entities(manager="all_objects").all())
 
     def get_recurrence_delta(self):
         if self.recurrence_type == self.RecurrenceType.DAY:
@@ -1030,9 +1032,11 @@ class RecurringTransaction(models.Model):
                 self.notes if self.add_notes_to_transaction else ""
             )
 
-            # Update many-to-many relationships
-            existing_transaction.tags.set(self.tags.all())
-            existing_transaction.entities.set(self.entities.all())
+            # Update many-to-many relationships (see create_transaction)
+            existing_transaction.tags.set(self.tags(manager="all_objects").all())
+            existing_transaction.entities.set(
+                self.entities(manager="all_objects").all()
+            )
 
             # Save updated transaction
             existing_transaction.save()

app/apps/transactions/tests/test_models.py

@@ -7,6 +7,7 @@ from django.utils import timezone
 from apps.transactions.models import (
     TransactionCategory,
     TransactionTag,
+    TransactionEntity,
     Transaction,
     InstallmentPlan,
     RecurringTransaction,
@@ -240,3 +241,27 @@ class RecurringTransactionTests(TestCase):
         self.assertFalse(recurring.is_paused)
         self.assertEqual(recurring.recurrence_interval, 1)
         self.assertEqual(recurring.account.currency.code, "USD")
+
+    def test_generate_upcoming_transactions_keeps_tags_and_entities(self):
+        """Generation must copy tags/entities even with no current user"""
+        tag = TransactionTag.objects.create(name="Essential")
+        entity = TransactionEntity.objects.create(name="Landlord")
+        recurring = RecurringTransaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            amount=Decimal("100.00"),
+            description="Monthly Payment",
+            start_date=timezone.now().date(),
+            recurrence_type=RecurringTransaction.RecurrenceType.MONTH,
+            recurrence_interval=1,
+        )
+        recurring.tags.set([tag])
+        recurring.entities.set([entity])
+
+        RecurringTransaction.generate_upcoming_transactions()
+
+        generated = Transaction.all_objects.filter(recurring_transaction=recurring)
+        self.assertTrue(generated.exists())
+        for transaction in generated:
+            self.assertIn(tag, transaction.tags(manager="all_objects").all())
+            self.assertIn(entity, transaction.entities(manager="all_objects").all())