feat: accept query params on standalone add transaction page

app/apps/transactions/tests/test_models.py

@@ -0,0 +1,178 @@
+import datetime
+from decimal import Decimal
+
+from django.test import TestCase
+from django.utils import timezone
+
+from apps.transactions.models import (
+    TransactionCategory,
+    TransactionTag,
+    Transaction,
+    InstallmentPlan,
+    RecurringTransaction,
+)
+from apps.accounts.models import Account, AccountGroup
+from apps.currencies.models import Currency, ExchangeRate
+
+
+class TransactionCategoryTests(TestCase):
+    def test_category_creation(self):
+        """Test basic category creation"""
+        category = TransactionCategory.objects.create(name="Groceries")
+        self.assertEqual(str(category), "Groceries")
+        self.assertFalse(category.mute)
+
+
+class TransactionTagTests(TestCase):
+    def test_tag_creation(self):
+        """Test basic tag creation"""
+        tag = TransactionTag.objects.create(name="Essential")
+        self.assertEqual(str(tag), "Essential")
+
+
+class TransactionTests(TestCase):
+    def setUp(self):
+        """Set up test data"""
+        self.currency = Currency.objects.create(
+            code="USD", name="US Dollar", decimal_places=2, prefix="$ "
+        )
+        self.account_group = AccountGroup.objects.create(name="Test Group")
+        self.account = Account.objects.create(
+            name="Test Account", group=self.account_group, currency=self.currency
+        )
+        self.category = TransactionCategory.objects.create(name="Test Category")
+
+    def test_transaction_creation(self):
+        """Test basic transaction creation with required fields"""
+        transaction = Transaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            date=timezone.now().date(),
+            amount=Decimal("100.00"),
+            description="Test transaction",
+        )
+        self.assertTrue(transaction.is_paid)
+        self.assertEqual(transaction.type, Transaction.Type.EXPENSE)
+        self.assertEqual(transaction.account.currency.code, "USD")
+
+    def test_transaction_with_exchange_currency(self):
+        """Test transaction with exchange currency"""
+        eur = Currency.objects.create(
+            code="EUR", name="Euro", decimal_places=2, prefix="€"
+        )
+        self.account.exchange_currency = eur
+        self.account.save()
+
+        # Create exchange rate
+        ExchangeRate.objects.create(
+            from_currency=self.currency,
+            to_currency=eur,
+            rate=Decimal("0.85"),
+            date=timezone.now(),
+        )
+
+        transaction = Transaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            date=timezone.now().date(),
+            amount=Decimal("100.00"),
+            description="Test transaction",
+        )
+
+        exchanged = transaction.exchanged_amount()
+        self.assertIsNotNone(exchanged)
+        self.assertEqual(exchanged["prefix"], "€")
+
+    def test_truncating_amount(self):
+        """Test amount truncating based on account.currency decimal places"""
+        transaction = Transaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            date=timezone.now().date(),
+            amount=Decimal(
+                "100.0100001"
+            ),  # account currency has two decimal places, the last 1 should be removed
+            description="Test transaction",
+        )
+        self.assertEqual(transaction.amount, Decimal("100.0100000"))
+
+    def test_automatic_reference_date(self):
+        """Test reference_date from date"""
+        transaction = Transaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            date=datetime.datetime(day=20, month=1, year=2000).date(),
+            amount=Decimal("100"),
+            description="Test transaction",
+        )
+        self.assertEqual(
+            transaction.reference_date,
+            datetime.datetime(day=1, month=1, year=2000).date(),
+        )
+
+    def test_reference_date_is_always_on_first_day(self):
+        """Test reference_date is always on the first day"""
+        transaction = Transaction.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            date=datetime.datetime(day=20, month=1, year=2000).date(),
+            reference_date=datetime.datetime(day=20, month=2, year=2000).date(),
+            amount=Decimal("100"),
+            description="Test transaction",
+        )
+        self.assertEqual(
+            transaction.reference_date,
+            datetime.datetime(day=1, month=2, year=2000).date(),
+        )
+
+
+class InstallmentPlanTests(TestCase):
+    def setUp(self):
+        """Set up test data"""
+        self.currency = Currency.objects.create(
+            code="USD", name="US Dollar", decimal_places=2, prefix="$ "
+        )
+        self.account = Account.objects.create(
+            name="Test Account", currency=self.currency
+        )
+
+    def test_installment_plan_creation(self):
+        """Test basic installment plan creation"""
+        plan = InstallmentPlan.objects.create(
+            account=self.account,
+            type=Transaction.Type.EXPENSE,
+            description="Test Plan",
+            number_of_installments=12,
+            start_date=timezone.now().date(),
+            installment_amount=Decimal("100.00"),
+            recurrence=InstallmentPlan.Recurrence.MONTHLY,
+        )
+        self.assertEqual(plan.number_of_installments, 12)
+        self.assertEqual(plan.installment_start, 1)
+        self.assertEqual(plan.account.currency.code, "USD")
+
+
+class RecurringTransactionTests(TestCase):
+    def setUp(self):
+        """Set up test data"""
+        self.currency = Currency.objects.create(
+            code="USD", name="US Dollar", decimal_places=2, prefix="$ "
+        )
+        self.account = Account.objects.create(
+            name="Test Account", currency=self.currency
+        )
+
+    def test_recurring_transaction_creation(self):
+        """Test basic recurring transaction creation"""
+        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,
+        )
+        self.assertFalse(recurring.is_paused)
+        self.assertEqual(recurring.recurrence_interval, 1)
+        self.assertEqual(recurring.account.currency.code, "USD")