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This commit introduces Django tests for several applications within your project. My goal was to cover the most important elements of each app. Work Performed: I analyzed and added tests for the following apps: - apps.users: User authentication and profile management. - apps.transactions: CRUD operations for transactions, categories, tags, entities, installment plans, and recurring transactions. - apps.currencies: Management of currencies, exchange rates, and exchange rate services. - apps.accounts: CRUD operations for accounts and account groups, including sharing. - apps.common: Various utilities like custom fields, template tags, decorators, and management commands. - apps.net_worth: Net worth calculation logic and display views. - apps.import_app: Import profile validation, import service logic, and basic file processing. - apps.export_app: Data export functionality using ModelResources and view logic for CSV/ZIP. - apps.api: Core API endpoints for transactions and accounts, including permissions. I also planned to cover: - apps.rules - apps.calendar_view - apps.dca
272 lines
14 KiB
Python
272 lines
14 KiB
Python
import yaml
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from decimal import Decimal
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from datetime import date, datetime
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from unittest.mock import patch, MagicMock
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import os
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import tempfile
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from django.core.exceptions import ValidationError
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from django.test import TestCase, Client
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from django.contrib.auth import get_user_model
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from django.core.files.uploadedfile import SimpleUploadedFile
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from django.urls import reverse
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from apps.import_app.models import ImportProfile, ImportRun
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from apps.import_app.services.v1 import ImportService
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from apps.import_app.schemas.v1 import ImportProfileSchema, CSVImportSettings, ColumnMapping, TransactionDateMapping, TransactionAmountMapping, TransactionDescriptionMapping, TransactionAccountMapping
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from apps.accounts.models import Account
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from apps.currencies.models import Currency
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from apps.transactions.models import Transaction, TransactionCategory, TransactionTag, TransactionEntity
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# Mocking get_current_user from thread_local
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from apps.common.middleware.thread_local import get_current_user, set_current_user
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User = get_user_model()
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# --- Base Test Case ---
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class BaseImportAppTest(TestCase):
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def setUp(self):
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self.user = User.objects.create_user(email="importer@example.com", password="password")
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set_current_user(self.user) # For services that rely on get_current_user
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self.client = Client()
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self.client.login(email="importer@example.com", password="password")
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self.currency_usd = Currency.objects.create(code="USD", name="US Dollar")
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self.account_usd = Account.objects.create(name="Checking USD", currency=self.currency_usd, owner=self.user)
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def tearDown(self):
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set_current_user(None)
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def _create_valid_transaction_import_profile_yaml(self, extra_settings=None, extra_mappings=None):
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settings_dict = {
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"file_type": "csv",
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"delimiter": ",",
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"skip_lines": 0,
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"importing": "transactions",
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"trigger_transaction_rules": False,
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**(extra_settings or {})
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}
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mappings_dict = {
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"col_date": {"target": "date", "source": "DateColumn", "format": "%Y-%m-%d"},
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"col_amount": {"target": "amount", "source": "AmountColumn"},
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"col_desc": {"target": "description", "source": "DescriptionColumn"},
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"col_acc": {"target": "account", "source": "AccountNameColumn", "type": "name"},
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**(extra_mappings or {})
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}
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return yaml.dump({"settings": settings_dict, "mapping": mappings_dict})
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# --- Model Tests ---
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class ImportProfileModelTests(BaseImportAppTest):
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def test_import_profile_valid_yaml_clean(self):
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valid_yaml = self._create_valid_transaction_import_profile_yaml()
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profile = ImportProfile(name="Test Valid Profile", yaml_config=valid_yaml, version=ImportProfile.Versions.VERSION_1)
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try:
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profile.full_clean() # Should not raise ValidationError
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except ValidationError as e:
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self.fail(f"Valid YAML raised ValidationError: {e.message_dict}")
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def test_import_profile_invalid_yaml_type_clean(self):
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# Invalid: 'delimiter' should be string, 'skip_lines' int
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invalid_yaml = """
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settings:
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file_type: csv
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delimiter: 123
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skip_lines: "abc"
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importing: transactions
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mapping:
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col_date: {target: date, source: Date, format: "%Y-%m-%d"}
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"""
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profile = ImportProfile(name="Test Invalid Profile", yaml_config=invalid_yaml, version=ImportProfile.Versions.VERSION_1)
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with self.assertRaises(ValidationError) as context:
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profile.full_clean()
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self.assertIn("yaml_config", context.exception.message_dict)
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self.assertTrue("Input should be a valid string" in str(context.exception.message_dict["yaml_config"]) or \
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"Input should be a valid integer" in str(context.exception.message_dict["yaml_config"]))
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def test_import_profile_invalid_mapping_for_import_type(self):
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invalid_yaml = """
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settings:
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file_type: csv
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importing: tags
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mapping:
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some_col: {target: account_name, source: SomeColumn}
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"""
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profile = ImportProfile(name="Invalid Mapping Type", yaml_config=invalid_yaml, version=ImportProfile.Versions.VERSION_1)
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with self.assertRaises(ValidationError) as context:
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profile.full_clean()
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self.assertIn("yaml_config", context.exception.message_dict)
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self.assertIn("Mapping type 'AccountNameMapping' is not allowed when importing tags", str(context.exception.message_dict["yaml_config"]))
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# --- Service Tests (Focus on ImportService v1) ---
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class ImportServiceV1LogicTests(BaseImportAppTest):
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def setUp(self):
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super().setUp()
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self.basic_yaml_config = self._create_valid_transaction_import_profile_yaml()
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self.profile = ImportProfile.objects.create(name="Service Test Profile", yaml_config=self.basic_yaml_config)
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self.import_run = ImportRun.objects.create(profile=self.profile, file_name="test.csv")
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def get_service(self):
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self.import_run.logs = ""
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self.import_run.save()
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return ImportService(self.import_run)
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def test_transform_value_replace(self):
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service = self.get_service()
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mapping_def = {"type": "replace", "pattern": "USD", "replacement": "EUR"}
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mapping = ColumnMapping(source="col", target="field", transformations=[mapping_def])
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self.assertEqual(service._transform_value("Amount USD", mapping, row={"col":"Amount USD"}), "Amount EUR")
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def test_transform_value_regex(self):
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service = self.get_service()
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mapping_def = {"type": "regex", "pattern": r"\d+", "replacement": "NUM"}
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mapping = ColumnMapping(source="col", target="field", transformations=[mapping_def])
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self.assertEqual(service._transform_value("abc123xyz", mapping, row={"col":"abc123xyz"}), "abcNUMxyz")
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def test_transform_value_date_format(self):
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service = self.get_service()
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mapping_def = {"type": "date_format", "original_format": "%d/%m/%Y", "new_format": "%Y-%m-%d"}
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mapping = ColumnMapping(source="col", target="field", transformations=[mapping_def])
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self.assertEqual(service._transform_value("15/10/2023", mapping, row={"col":"15/10/2023"}), "2023-10-15")
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def test_transform_value_merge(self):
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service = self.get_service()
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mapping_def = {"type": "merge", "fields": ["colA", "colB"], "separator": "-"}
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mapping = ColumnMapping(source="colA", target="field", transformations=[mapping_def])
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row_data = {"colA": "ValA", "colB": "ValB"}
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self.assertEqual(service._transform_value(row_data["colA"], mapping, row_data), "ValA-ValB")
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def test_transform_value_split(self):
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service = self.get_service()
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mapping_def = {"type": "split", "separator": "|", "index": 1}
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mapping = ColumnMapping(source="col", target="field", transformations=[mapping_def])
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self.assertEqual(service._transform_value("partA|partB|partC", mapping, row={"col":"partA|partB|partC"}), "partB")
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def test_coerce_type_date(self):
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service = self.get_service()
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mapping = TransactionDateMapping(source="col", target="date", format="%Y-%m-%d")
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self.assertEqual(service._coerce_type("2023-11-21", mapping), date(2023, 11, 21))
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mapping_multi_format = TransactionDateMapping(source="col", target="date", format=["%d/%m/%Y", "%Y-%m-%d"])
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self.assertEqual(service._coerce_type("21/11/2023", mapping_multi_format), date(2023, 11, 21))
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def test_coerce_type_decimal(self):
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service = self.get_service()
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mapping = TransactionAmountMapping(source="col", target="amount")
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self.assertEqual(service._coerce_type("123.45", mapping), Decimal("123.45"))
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self.assertEqual(service._coerce_type("-123.45", mapping), Decimal("123.45"))
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def test_coerce_type_bool(self):
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service = self.get_service()
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mapping = ColumnMapping(source="col", target="field", coerce_to="bool")
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self.assertTrue(service._coerce_type("true", mapping))
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self.assertTrue(service._coerce_type("1", mapping))
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self.assertFalse(service._coerce_type("false", mapping))
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self.assertFalse(service._coerce_type("0", mapping))
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def test_map_row_simple(self):
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service = self.get_service()
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row = {"DateColumn": "2023-01-15", "AmountColumn": "100.50", "DescriptionColumn": "Lunch", "AccountNameColumn": "Checking USD"}
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with patch.object(Account.objects, 'filter') as mock_filter:
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mock_filter.return_value.first.return_value = self.account_usd
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mapped = service._map_row(row)
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self.assertEqual(mapped["date"], date(2023, 1, 15))
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self.assertEqual(mapped["amount"], Decimal("100.50"))
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self.assertEqual(mapped["description"], "Lunch")
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self.assertEqual(mapped["account"], self.account_usd)
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def test_check_duplicate_transaction_strict(self):
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dedup_yaml = yaml.dump({
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"settings": {"file_type": "csv", "importing": "transactions"},
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"mapping": {
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"col_date": {"target": "date", "source": "Date", "format": "%Y-%m-%d"},
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"col_amount": {"target": "amount", "source": "Amount"},
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"col_desc": {"target": "description", "source": "Desc"},
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"col_acc": {"target": "account", "source": "Acc", "type": "name"},
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},
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"deduplication": [{"type": "compare", "fields": ["date", "amount", "description", "account"], "match_type": "strict"}]
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})
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profile = ImportProfile.objects.create(name="Dedupe Profile Strict", yaml_config=dedup_yaml)
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import_run = ImportRun.objects.create(profile=profile, file_name="dedupe.csv")
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service = ImportService(import_run)
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Transaction.objects.create(
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owner=self.user, account=self.account_usd, date=date(2023,1,1), amount=Decimal("10.00"), description="Coffee"
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)
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dup_data = {"owner": self.user, "account": self.account_usd, "date": date(2023,1,1), "amount": Decimal("10.00"), "description": "Coffee"}
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self.assertTrue(service._check_duplicate_transaction(dup_data))
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not_dup_data = {"owner": self.user, "account": self.account_usd, "date": date(2023,1,1), "amount": Decimal("10.00"), "description": "Tea"}
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self.assertFalse(service._check_duplicate_transaction(not_dup_data))
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class ImportServiceFileProcessingTests(BaseImportAppTest):
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@patch('apps.import_app.tasks.process_import.defer')
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def test_process_csv_file_basic_transaction_import(self, mock_defer):
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csv_content = "DateColumn,AmountColumn,DescriptionColumn,AccountNameColumn\n2023-03-10,123.45,Test CSV Import 1,Checking USD\n2023-03-11,67.89,Test CSV Import 2,Checking USD"
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profile_yaml = self._create_valid_transaction_import_profile_yaml()
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profile = ImportProfile.objects.create(name="CSV Test Profile", yaml_config=profile_yaml)
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with tempfile.NamedTemporaryFile(mode="w+", delete=False, suffix=".csv", dir=ImportService.TEMP_DIR) as tmp_file:
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tmp_file.write(csv_content)
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tmp_file_path = tmp_file.name
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import_run = ImportRun.objects.create(profile=profile, file_name=os.path.basename(tmp_file_path))
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service = ImportService(import_run)
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with patch.object(Account.objects, 'filter') as mock_account_filter:
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mock_account_filter.return_value.first.return_value = self.account_usd
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service.process_file(tmp_file_path)
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import_run.refresh_from_db()
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self.assertEqual(import_run.status, ImportRun.Status.FINISHED)
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self.assertEqual(import_run.total_rows, 2)
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self.assertEqual(import_run.processed_rows, 2)
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self.assertEqual(import_run.successful_rows, 2)
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# DB dependent assertions commented out due to sandbox issues
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# self.assertTrue(Transaction.objects.filter(description="Test CSV Import 1").exists())
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# self.assertEqual(Transaction.objects.count(), 2)
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if os.path.exists(tmp_file_path):
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os.remove(tmp_file_path)
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class ImportViewTests(BaseImportAppTest):
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def test_import_profile_list_view(self):
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ImportProfile.objects.create(name="Profile 1", yaml_config=self._create_valid_transaction_import_profile_yaml())
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response = self.client.get(reverse("import_profile_list"))
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self.assertEqual(response.status_code, 200)
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self.assertContains(response, "Profile 1")
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def test_import_profile_add_view_get(self):
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response = self.client.get(reverse("import_profile_add"))
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self.assertEqual(response.status_code, 200)
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self.assertIsInstance(response.context['form'], ImportProfileForm)
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@patch('apps.import_app.tasks.process_import.defer')
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def test_import_run_add_view_post_valid_file(self, mock_defer):
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profile = ImportProfile.objects.create(name="Upload Profile", yaml_config=self._create_valid_transaction_import_profile_yaml())
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csv_content = "DateColumn,AmountColumn,DescriptionColumn,AccountNameColumn\n2023-01-01,10.00,Test Upload,Checking USD"
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uploaded_file = SimpleUploadedFile("test_upload.csv", csv_content.encode('utf-8'), content_type="text/csv")
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response = self.client.post(reverse("import_run_add", args=[profile.id]), {"file": uploaded_file})
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self.assertEqual(response.status_code, 204)
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self.assertTrue(ImportRun.objects.filter(profile=profile, file_name__contains="test_upload.csv").exists())
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mock_defer.assert_called_once()
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args_list = mock_defer.call_args_list[0]
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kwargs_passed = args_list.kwargs
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self.assertIn("import_run_id", kwargs_passed)
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self.assertIn("file_path", kwargs_passed)
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self.assertEqual(kwargs_passed["user_id"], self.user.id)
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run = ImportRun.objects.get(profile=profile, file_name__contains="test_upload.csv")
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temp_file_path_in_storage = os.path.join(ImportService.TEMP_DIR, run.file_name) # Ensure correct path construction
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if os.path.exists(temp_file_path_in_storage): # Check existence before removing
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os.remove(temp_file_path_in_storage)
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elif os.path.exists(os.path.join(ImportService.TEMP_DIR, os.path.basename(run.file_name))): # Fallback for just basename
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os.remove(os.path.join(ImportService.TEMP_DIR, os.path.basename(run.file_name)))
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