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feat(tests): add tests for monthly summaries
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Herculino Trotta
0
app/apps/monthly_overview/tests/__init__.py
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app/apps/monthly_overview/tests/__init__.py
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331
app/apps/monthly_overview/tests/test_summary.py
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app/apps/monthly_overview/tests/test_summary.py
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from datetime import date
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from decimal import Decimal
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from django.contrib.auth import get_user_model
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from django.test import TestCase, override_settings
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from apps.accounts.models import Account, AccountGroup
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from apps.currencies.models import Currency
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from apps.transactions.models import (
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Transaction,
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TransactionCategory,
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TransactionTag,
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)
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@override_settings(
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STORAGES={
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"default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
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"staticfiles": {
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"BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
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},
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},
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WHITENOISE_AUTOREFRESH=True,
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)
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class MonthlySummaryFilterBehaviorTests(TestCase):
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"""Tests for monthly summary views filter behavior.
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These tests verify that:
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1. Views work correctly without any filters
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2. Views work correctly with filters applied
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3. The filter detection logic properly uses different querysets
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4. Calculated values reflect the applied filters
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"""
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def setUp(self):
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"""Set up test data"""
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User = get_user_model()
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self.user = User.objects.create_user(
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email="testuser@test.com", password="testpass123"
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)
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self.client.login(username="testuser@test.com", password="testpass123")
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self.currency = Currency.objects.create(
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code="USD", name="US Dollar", decimal_places=2, prefix="$ "
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)
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self.account_group = AccountGroup.objects.create(name="Test Group")
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self.account = Account.objects.create(
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name="Test Account",
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group=self.account_group,
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currency=self.currency,
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is_asset=False,
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)
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self.category = TransactionCategory.objects.create(
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name="Test Category", owner=self.user
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)
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self.tag = TransactionTag.objects.create(name="TestTag", owner=self.user)
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# Create test transactions for December 2025
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# Income: 1000 (paid)
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self.income_transaction = Transaction.objects.create(
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account=self.account,
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type=Transaction.Type.INCOME,
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is_paid=True,
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date=date(2025, 12, 10),
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reference_date=date(2025, 12, 1),
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amount=Decimal("1000.00"),
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description="December Income",
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owner=self.user,
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)
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# Expense: 200 (paid)
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self.expense_transaction = Transaction.objects.create(
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account=self.account,
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type=Transaction.Type.EXPENSE,
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is_paid=True,
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date=date(2025, 12, 15),
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reference_date=date(2025, 12, 1),
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amount=Decimal("200.00"),
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description="December Expense",
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category=self.category,
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owner=self.user,
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)
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self.expense_transaction.tags.add(self.tag)
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# Expense: 150 (projected/unpaid)
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self.projected_expense = Transaction.objects.create(
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account=self.account,
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type=Transaction.Type.EXPENSE,
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is_paid=False,
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date=date(2025, 12, 20),
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reference_date=date(2025, 12, 1),
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amount=Decimal("150.00"),
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description="Projected Expense",
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owner=self.user,
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)
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def _get_currency_data(self, context_dict):
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"""Helper to extract data for our test currency from context dict.
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The context dict is keyed by currency ID, so we need to find
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the entry for our currency.
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"""
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if not context_dict:
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return None
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for currency_id, data in context_dict.items():
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if data.get("currency", {}).get("code") == "USD":
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return data
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return None
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# --- monthly_summary view tests ---
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def test_monthly_summary_no_filter_returns_200(self):
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"""Test that monthly_summary returns 200 without filters"""
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response = self.client.get(
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"/monthly/12/2025/summary/",
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HTTP_HX_REQUEST="true",
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)
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self.assertEqual(response.status_code, 200)
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def test_monthly_summary_no_filter_includes_all_transactions(self):
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"""Without filters, summary should include all transactions"""
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response = self.client.get(
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"/monthly/12/2025/summary/",
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HTTP_HX_REQUEST="true",
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)
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context = response.context
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# income_current should have the income: 1000
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income_current = context.get("income_current", {})
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usd_data = self._get_currency_data(income_current)
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self.assertIsNotNone(usd_data)
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self.assertEqual(usd_data["income_current"], Decimal("1000.00"))
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# expense_current should have paid expense: 200
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expense_current = context.get("expense_current", {})
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usd_data = self._get_currency_data(expense_current)
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self.assertIsNotNone(usd_data)
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self.assertEqual(usd_data["expense_current"], Decimal("200.00"))
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# expense_projected should have unpaid expense: 150
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expense_projected = context.get("expense_projected", {})
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usd_data = self._get_currency_data(expense_projected)
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self.assertIsNotNone(usd_data)
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self.assertEqual(usd_data["expense_projected"], Decimal("150.00"))
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def test_monthly_summary_type_filter_only_income(self):
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"""With type=IN filter, summary should only include income"""
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response = self.client.get(
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"/monthly/12/2025/summary/?type=IN",
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HTTP_HX_REQUEST="true",
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)
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context = response.context
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# income_current should still have 1000
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income_current = context.get("income_current", {})
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usd_data = self._get_currency_data(income_current)
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self.assertIsNotNone(usd_data)
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self.assertEqual(usd_data["income_current"], Decimal("1000.00"))
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# expense_current should be empty/zero (filtered out)
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expense_current = context.get("expense_current", {})
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usd_data = self._get_currency_data(expense_current)
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if usd_data:
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self.assertEqual(usd_data.get("expense_current", 0), Decimal("0"))
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# expense_projected should be empty/zero (filtered out)
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expense_projected = context.get("expense_projected", {})
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usd_data = self._get_currency_data(expense_projected)
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if usd_data:
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self.assertEqual(usd_data.get("expense_projected", 0), Decimal("0"))
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def test_monthly_summary_type_filter_only_expenses(self):
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"""With type=EX filter, summary should only include expenses"""
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response = self.client.get(
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"/monthly/12/2025/summary/?type=EX",
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HTTP_HX_REQUEST="true",
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)
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context = response.context
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# income_current should be empty/zero (filtered out)
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income_current = context.get("income_current", {})
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usd_data = self._get_currency_data(income_current)
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if usd_data:
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self.assertEqual(usd_data.get("income_current", 0), Decimal("0"))
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# expense_current should have 200
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expense_current = context.get("expense_current", {})
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usd_data = self._get_currency_data(expense_current)
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self.assertIsNotNone(usd_data)
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self.assertEqual(usd_data["expense_current"], Decimal("200.00"))
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# expense_projected should have 150
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expense_projected = context.get("expense_projected", {})
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usd_data = self._get_currency_data(expense_projected)
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self.assertIsNotNone(usd_data)
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self.assertEqual(usd_data["expense_projected"], Decimal("150.00"))
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def test_monthly_summary_is_paid_filter_only_paid(self):
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"""With is_paid=1 filter, summary should only include paid transactions"""
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response = self.client.get(
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"/monthly/12/2025/summary/?is_paid=1",
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HTTP_HX_REQUEST="true",
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)
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context = response.context
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# income_current should have 1000 (paid)
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income_current = context.get("income_current", {})
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usd_data = self._get_currency_data(income_current)
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self.assertIsNotNone(usd_data)
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self.assertEqual(usd_data["income_current"], Decimal("1000.00"))
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# expense_current should have 200 (paid)
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expense_current = context.get("expense_current", {})
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usd_data = self._get_currency_data(expense_current)
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self.assertIsNotNone(usd_data)
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self.assertEqual(usd_data["expense_current"], Decimal("200.00"))
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# expense_projected should be empty/zero (filtered out - unpaid)
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expense_projected = context.get("expense_projected", {})
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usd_data = self._get_currency_data(expense_projected)
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if usd_data:
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self.assertEqual(usd_data.get("expense_projected", 0), Decimal("0"))
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def test_monthly_summary_is_paid_filter_only_unpaid(self):
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"""With is_paid=0 filter, summary should only include unpaid transactions"""
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response = self.client.get(
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"/monthly/12/2025/summary/?is_paid=0",
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HTTP_HX_REQUEST="true",
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)
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context = response.context
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# income_current should be empty/zero (filtered out - paid)
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income_current = context.get("income_current", {})
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usd_data = self._get_currency_data(income_current)
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if usd_data:
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self.assertEqual(usd_data.get("income_current", 0), Decimal("0"))
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# expense_current should be empty/zero (filtered out - paid)
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expense_current = context.get("expense_current", {})
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usd_data = self._get_currency_data(expense_current)
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if usd_data:
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self.assertEqual(usd_data.get("expense_current", 0), Decimal("0"))
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# expense_projected should have 150 (unpaid)
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expense_projected = context.get("expense_projected", {})
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usd_data = self._get_currency_data(expense_projected)
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self.assertIsNotNone(usd_data)
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self.assertEqual(usd_data["expense_projected"], Decimal("150.00"))
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def test_monthly_summary_description_filter(self):
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"""With description filter, summary should only include matching transactions"""
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response = self.client.get(
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"/monthly/12/2025/summary/?description=Income",
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HTTP_HX_REQUEST="true",
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)
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context = response.context
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# Only income matches "Income" description
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income_current = context.get("income_current", {})
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usd_data = self._get_currency_data(income_current)
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self.assertIsNotNone(usd_data)
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self.assertEqual(usd_data["income_current"], Decimal("1000.00"))
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# Expenses should be filtered out
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expense_current = context.get("expense_current", {})
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usd_data = self._get_currency_data(expense_current)
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if usd_data:
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self.assertEqual(usd_data.get("expense_current", 0), Decimal("0"))
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def test_monthly_summary_amount_filter(self):
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"""With amount filter, summary should only include transactions in range"""
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# Filter to only get transactions between 100 and 250 (should get 200 and 150)
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response = self.client.get(
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"/monthly/12/2025/summary/?from_amount=100&to_amount=250",
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HTTP_HX_REQUEST="true",
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)
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context = response.context
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# Income (1000) should be filtered out
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income_current = context.get("income_current", {})
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usd_data = self._get_currency_data(income_current)
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if usd_data:
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self.assertEqual(usd_data.get("income_current", 0), Decimal("0"))
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# expense_current should have 200
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expense_current = context.get("expense_current", {})
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usd_data = self._get_currency_data(expense_current)
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self.assertIsNotNone(usd_data)
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self.assertEqual(usd_data["expense_current"], Decimal("200.00"))
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# expense_projected should have 150
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expense_projected = context.get("expense_projected", {})
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usd_data = self._get_currency_data(expense_projected)
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self.assertIsNotNone(usd_data)
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self.assertEqual(usd_data["expense_projected"], Decimal("150.00"))
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# --- monthly_account_summary view tests ---
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def test_monthly_account_summary_no_filter_returns_200(self):
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"""Test that monthly_account_summary returns 200 without filters"""
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response = self.client.get(
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"/monthly/12/2025/summary/accounts/",
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HTTP_HX_REQUEST="true",
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)
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self.assertEqual(response.status_code, 200)
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def test_monthly_account_summary_with_filter_returns_200(self):
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"""Test that monthly_account_summary returns 200 with filter"""
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response = self.client.get(
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"/monthly/12/2025/summary/accounts/?type=IN",
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HTTP_HX_REQUEST="true",
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)
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self.assertEqual(response.status_code, 200)
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# --- monthly_currency_summary view tests ---
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def test_monthly_currency_summary_no_filter_returns_200(self):
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"""Test that monthly_currency_summary returns 200 without filters"""
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response = self.client.get(
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"/monthly/12/2025/summary/currencies/",
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HTTP_HX_REQUEST="true",
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)
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self.assertEqual(response.status_code, 200)
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def test_monthly_currency_summary_with_filter_returns_200(self):
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"""Test that monthly_currency_summary returns 200 with filter"""
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response = self.client.get(
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"/monthly/12/2025/summary/currencies/?type=EX",
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HTTP_HX_REQUEST="true",
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)
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self.assertEqual(response.status_code, 200)
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