feat(transactions): add htmx filter presets

app/apps/transactions/tests/test_filter_presets.py

@@ -0,0 +1,183 @@
+from django.contrib.auth import get_user_model
+from django.test import TestCase, override_settings
+from django.urls import reverse
+
+from apps.transactions.models import FilterPreset
+
+
+@override_settings(
+    STORAGES={
+        "default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
+        "staticfiles": {
+            "BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
+        },
+    },
+    WHITENOISE_AUTOREFRESH=True,
+)
+class FilterPresetViewTests(TestCase):
+    def setUp(self):
+        user_model = get_user_model()
+        self.user = user_model.objects.create_user(
+            email="preset-owner@example.com", password="testpass123"
+        )
+        self.other_user = user_model.objects.create_user(
+            email="other-user@example.com", password="testpass123"
+        )
+        self.client.force_login(self.user)
+        self.preset = FilterPreset.objects.create(
+            owner=self.user,
+            name="Unpaid",
+            parameters={"is_paid": ["0"], "type": ["IN", "EX"]},
+        )
+
+    def test_create_stores_only_transaction_filter_fields(self):
+        response = self.client.post(
+            reverse("filter_preset_create"),
+            {
+                "name": "Account X Unpaid",
+                "account": ["Account X"],
+                "is_paid": ["0"],
+                "order": "newer",
+            },
+            HTTP_HX_REQUEST="true",
+        )
+
+        preset = FilterPreset.objects.get(
+            owner=self.user, name="Account X Unpaid"
+        )
+        self.assertEqual(
+            preset.parameters,
+            {"account": ["Account X"], "is_paid": ["0"]},
+        )
+        self.assertContains(response, "Account X Unpaid")
+
+    def test_create_rejects_a_blank_name(self):
+        response = self.client.post(
+            reverse("filter_preset_create"),
+            {"name": "   ", "is_paid": ["0"]},
+            HTTP_HX_REQUEST="true",
+        )
+
+        self.assertEqual(response.status_code, 400)
+        self.assertEqual(FilterPreset.objects.filter(owner=self.user).count(), 1)
+
+    def test_apply_returns_the_saved_filter_form_without_changing_the_url(self):
+        response = self.client.get(
+            reverse("filter_preset_apply", args=[self.preset.pk]),
+            HTTP_HX_REQUEST="true",
+        )
+
+        self.assertEqual(response.status_code, 200)
+        self.assertContains(response, 'id="filter"')
+        self.assertEqual(response.context["filter"].data.getlist("is_paid"), ["0"])
+        self.assertEqual(
+            response.context["filter"].data.getlist("type"), ["IN", "EX"]
+        )
+        self.assertNotIn("HX-Push-Url", response.headers)
+        self.assertNotIn("HX-Replace-Url", response.headers)
+        self.assertIs(response.context.get("filter_is_active"), True)
+        self.assertContains(response, 'hx-swap-oob="outerHTML"')
+        self.assertEqual(
+            response.headers["HX-Trigger-After-Settle"],
+            "updated",
+        )
+
+    def test_clear_returns_the_default_filter_form_without_changing_the_url(self):
+        response = self.client.get(
+            "/transactions/filter/clear/",
+            HTTP_HX_REQUEST="true",
+        )
+
+        self.assertEqual(response.status_code, 200)
+        self.assertContains(response, 'id="filter"')
+        self.assertEqual(
+            response.context["filter"].data.getlist("type"), ["IN", "EX"]
+        )
+        self.assertEqual(
+            response.context["filter"].data.getlist("is_paid"), ["1", "0"]
+        )
+        self.assertNotIn("HX-Push-Url", response.headers)
+        self.assertNotIn("HX-Replace-Url", response.headers)
+        self.assertIs(response.context.get("filter_is_active"), False)
+        self.assertContains(response, 'hx-swap-oob="outerHTML"')
+        self.assertEqual(
+            response.headers["HX-Trigger-After-Settle"],
+            "updated",
+        )
+
+    def test_other_users_cannot_apply_or_delete_a_preset(self):
+        self.client.force_login(self.other_user)
+
+        apply_response = self.client.get(
+            reverse("filter_preset_apply", args=[self.preset.pk]),
+            HTTP_HX_REQUEST="true",
+        )
+        delete_response = self.client.post(
+            reverse("filter_preset_delete", args=[self.preset.pk]),
+            HTTP_HX_REQUEST="true",
+        )
+
+        self.assertEqual(apply_response.status_code, 404)
+        self.assertEqual(delete_response.status_code, 404)
+        self.assertTrue(FilterPreset.objects.filter(pk=self.preset.pk).exists())
+
+    def test_delete_removes_the_current_users_preset(self):
+        response = self.client.post(
+            reverse("filter_preset_delete", args=[self.preset.pk]),
+            HTTP_HX_REQUEST="true",
+        )
+
+        self.assertEqual(response.status_code, 200)
+        self.assertFalse(FilterPreset.objects.filter(pk=self.preset.pk).exists())
+        self.assertNotContains(response, self.preset.name)
+
+    def test_all_transactions_page_only_offers_the_current_users_presets(self):
+        FilterPreset.objects.create(
+            owner=self.other_user,
+            name="Other User Preset",
+            parameters={"type": ["IN"]},
+        )
+
+        response = self.client.get(reverse("transactions_all_index"))
+
+        self.assertContains(response, self.preset.name)
+        self.assertNotContains(response, "Other User Preset")
+        self.assertContains(response, 'id="filter-presets"')
+        self.assertNotContains(response, 'href="./?')
+        self.assertContains(
+            response,
+            reverse("filter_preset_apply", args=[self.preset.pk]),
+        )
+
+    def test_all_transactions_page_marks_a_filtered_query_active(self):
+        response = self.client.get(
+            reverse("transactions_all_index"),
+            {"type": ["IN", "EX"], "is_paid": ["0"]},
+        )
+
+        self.assertIs(response.context["filter_is_active"], True)
+
+    def test_all_transactions_page_does_not_mark_default_query_active(self):
+        response = self.client.get(
+            reverse("transactions_all_index"),
+            {
+                "type": ["IN", "EX"],
+                "is_paid": ["1", "0"],
+                "mute_status": ["active", "muted"],
+            },
+        )
+
+        self.assertIs(response.context["filter_is_active"], False)
+
+    def test_monthly_page_renders_preset_controls(self):
+        other_preset = FilterPreset.objects.create(
+            owner=self.other_user,
+            name="Other Monthly Preset",
+            parameters={"type": ["IN"]},
+        )
+        response = self.client.get(reverse("monthly_overview", args=[8, 2026]))
+
+        self.assertContains(response, 'id="filter-presets"')
+        self.assertNotContains(response, 'href="./?')
+        self.assertContains(response, reverse("filter_preset_create"))
+        self.assertNotContains(response, other_preset.name)