Files
WYGIWYH/app/apps/api/tests/test_shared_access.py
2026-01-10 17:42:37 -03:00

588 lines
22 KiB
Python

from datetime import date
from decimal import Decimal
from django.contrib.auth import get_user_model
from django.test import TestCase, override_settings
from rest_framework import status
from rest_framework.test import APIClient
from apps.accounts.models import Account, AccountGroup
from apps.currencies.models import Currency
from apps.dca.models import DCAStrategy, DCAEntry
from apps.transactions.models import (
Transaction,
TransactionCategory,
TransactionTag,
TransactionEntity,
)
ACCESS_DENIED_CODES = [status.HTTP_403_FORBIDDEN, status.HTTP_404_NOT_FOUND]
@override_settings(
STORAGES={
"default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
"staticfiles": {
"BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
},
},
WHITENOISE_AUTOREFRESH=True,
)
class SharedAccountAccessTests(TestCase):
"""Tests for shared account access via shared_with field."""
def setUp(self):
"""Set up test data with shared accounts."""
User = get_user_model()
# User 1 - owner
self.user1 = User.objects.create_user(
email="user1@test.com", password="testpass123"
)
self.client1 = APIClient()
self.client1.force_authenticate(user=self.user1)
# User 2 - will have shared access
self.user2 = User.objects.create_user(
email="user2@test.com", password="testpass123"
)
self.client2 = APIClient()
self.client2.force_authenticate(user=self.user2)
# User 3 - no shared access
self.user3 = User.objects.create_user(
email="user3@test.com", password="testpass123"
)
self.client3 = APIClient()
self.client3.force_authenticate(user=self.user3)
self.currency = Currency.objects.create(
code="USD", name="US Dollar", decimal_places=2, prefix="$ "
)
# User 1's account shared with user 2
self.shared_account = Account.all_objects.create(
name="Shared Account",
currency=self.currency,
owner=self.user1,
visibility="private",
)
self.shared_account.shared_with.add(self.user2)
# User 1's private account (not shared)
self.private_account = Account.all_objects.create(
name="Private Account",
currency=self.currency,
owner=self.user1,
visibility="private",
)
# Transaction in shared account
self.shared_transaction = Transaction.userless_all_objects.create(
account=self.shared_account,
type=Transaction.Type.INCOME,
amount=Decimal("100.00"),
is_paid=True,
date=date(2025, 1, 1),
description="Shared Transaction",
owner=self.user1,
)
# Transaction in private account
self.private_transaction = Transaction.userless_all_objects.create(
account=self.private_account,
type=Transaction.Type.EXPENSE,
amount=Decimal("50.00"),
is_paid=True,
date=date(2025, 1, 1),
description="Private Transaction",
owner=self.user1,
)
def test_user_can_see_accounts_shared_with_them(self):
"""User2 should see the account shared with them."""
response = self.client2.get("/api/accounts/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
account_ids = [acc["id"] for acc in response.data["results"]]
self.assertIn(self.shared_account.id, account_ids)
def test_user_cannot_see_accounts_not_shared_with_them(self):
"""User2 should NOT see user1's private (non-shared) account."""
response = self.client2.get("/api/accounts/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
account_ids = [acc["id"] for acc in response.data["results"]]
self.assertNotIn(self.private_account.id, account_ids)
def test_user_can_access_shared_account_detail(self):
"""User2 should be able to access shared account details."""
response = self.client2.get(f"/api/accounts/{self.shared_account.id}/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
self.assertEqual(response.data["name"], "Shared Account")
def test_user_without_share_cannot_access_shared_account(self):
"""User3 should NOT be able to access the shared account."""
response = self.client3.get(f"/api/accounts/{self.shared_account.id}/")
self.assertIn(response.status_code, ACCESS_DENIED_CODES)
def test_user_can_see_transactions_in_shared_account(self):
"""User2 should see transactions in the shared account."""
response = self.client2.get("/api/transactions/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
transaction_ids = [t["id"] for t in response.data["results"]]
self.assertIn(self.shared_transaction.id, transaction_ids)
self.assertNotIn(self.private_transaction.id, transaction_ids)
def test_user_can_access_transaction_in_shared_account(self):
"""User2 should be able to access transaction details in shared account."""
response = self.client2.get(f"/api/transactions/{self.shared_transaction.id}/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
self.assertEqual(response.data["description"], "Shared Transaction")
def test_user_cannot_access_transaction_in_non_shared_account(self):
"""User2 should NOT access transactions in user1's private account."""
response = self.client2.get(f"/api/transactions/{self.private_transaction.id}/")
self.assertIn(response.status_code, ACCESS_DENIED_CODES)
def test_user_can_get_balance_of_shared_account(self):
"""User2 should be able to get balance of shared account."""
response = self.client2.get(f"/api/accounts/{self.shared_account.id}/balance/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
self.assertIn("current_balance", response.data)
def test_sharing_works_with_multiple_users(self):
"""Account shared with multiple users should be accessible by all."""
# Add user3 to shared_with
self.shared_account.shared_with.add(self.user3)
# User2 still has access
response2 = self.client2.get(f"/api/accounts/{self.shared_account.id}/")
self.assertEqual(response2.status_code, status.HTTP_200_OK)
# User3 now has access
response3 = self.client3.get(f"/api/accounts/{self.shared_account.id}/")
self.assertEqual(response3.status_code, status.HTTP_200_OK)
@override_settings(
STORAGES={
"default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
"staticfiles": {
"BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
},
},
WHITENOISE_AUTOREFRESH=True,
)
class PublicVisibilityTests(TestCase):
"""Tests for public visibility access."""
def setUp(self):
"""Set up test data with public accounts."""
User = get_user_model()
self.user1 = User.objects.create_user(
email="user1@test.com", password="testpass123"
)
self.client1 = APIClient()
self.client1.force_authenticate(user=self.user1)
self.user2 = User.objects.create_user(
email="user2@test.com", password="testpass123"
)
self.client2 = APIClient()
self.client2.force_authenticate(user=self.user2)
self.currency = Currency.objects.create(
code="USD", name="US Dollar", decimal_places=2, prefix="$ "
)
# User 1's public account
self.public_account = Account.all_objects.create(
name="Public Account",
currency=self.currency,
owner=self.user1,
visibility="public",
)
# User 1's private account
self.private_account = Account.all_objects.create(
name="Private Account",
currency=self.currency,
owner=self.user1,
visibility="private",
)
# Transaction in public account
self.public_transaction = Transaction.userless_all_objects.create(
account=self.public_account,
type=Transaction.Type.INCOME,
amount=Decimal("100.00"),
is_paid=True,
date=date(2025, 1, 1),
description="Public Transaction",
owner=self.user1,
)
def test_user_can_see_public_accounts(self):
"""User2 should see user1's public account."""
response = self.client2.get("/api/accounts/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
account_ids = [acc["id"] for acc in response.data["results"]]
self.assertIn(self.public_account.id, account_ids)
self.assertNotIn(self.private_account.id, account_ids)
def test_user_can_access_public_account_detail(self):
"""User2 should be able to access public account details."""
response = self.client2.get(f"/api/accounts/{self.public_account.id}/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
self.assertEqual(response.data["name"], "Public Account")
def test_user_can_see_transactions_in_public_accounts(self):
"""User2 should see transactions in public accounts."""
response = self.client2.get("/api/transactions/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
transaction_ids = [t["id"] for t in response.data["results"]]
self.assertIn(self.public_transaction.id, transaction_ids)
@override_settings(
STORAGES={
"default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
"staticfiles": {
"BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
},
},
WHITENOISE_AUTOREFRESH=True,
)
class SharedCategoryTagEntityTests(TestCase):
"""Tests for shared categories, tags, and entities."""
def setUp(self):
"""Set up test data with shared categories/tags/entities."""
User = get_user_model()
self.user1 = User.objects.create_user(
email="user1@test.com", password="testpass123"
)
self.client1 = APIClient()
self.client1.force_authenticate(user=self.user1)
self.user2 = User.objects.create_user(
email="user2@test.com", password="testpass123"
)
self.client2 = APIClient()
self.client2.force_authenticate(user=self.user2)
self.user3 = User.objects.create_user(
email="user3@test.com", password="testpass123"
)
self.client3 = APIClient()
self.client3.force_authenticate(user=self.user3)
# User 1's category shared with user 2
self.shared_category = TransactionCategory.all_objects.create(
name="Shared Category", owner=self.user1
)
self.shared_category.shared_with.add(self.user2)
# User 1's private category
self.private_category = TransactionCategory.all_objects.create(
name="Private Category", owner=self.user1
)
# User 1's public category
self.public_category = TransactionCategory.all_objects.create(
name="Public Category", owner=self.user1, visibility="public"
)
# User 1's tag shared with user 2
self.shared_tag = TransactionTag.all_objects.create(
name="Shared Tag", owner=self.user1
)
self.shared_tag.shared_with.add(self.user2)
# User 1's entity shared with user 2
self.shared_entity = TransactionEntity.all_objects.create(
name="Shared Entity", owner=self.user1
)
self.shared_entity.shared_with.add(self.user2)
def test_user_can_see_shared_categories(self):
"""User2 should see categories shared with them."""
response = self.client2.get("/api/categories/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
category_ids = [c["id"] for c in response.data["results"]]
self.assertIn(self.shared_category.id, category_ids)
self.assertNotIn(self.private_category.id, category_ids)
def test_user_can_access_shared_category_detail(self):
"""User2 should be able to access shared category details."""
response = self.client2.get(f"/api/categories/{self.shared_category.id}/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
self.assertEqual(response.data["name"], "Shared Category")
def test_user_can_see_public_categories(self):
"""User3 should see public categories."""
response = self.client3.get("/api/categories/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
category_ids = [c["id"] for c in response.data["results"]]
self.assertIn(self.public_category.id, category_ids)
def test_user_without_share_cannot_see_shared_category(self):
"""User3 should NOT see category shared only with user2."""
response = self.client3.get("/api/categories/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
category_ids = [c["id"] for c in response.data["results"]]
self.assertNotIn(self.shared_category.id, category_ids)
def test_user_can_see_shared_tags(self):
"""User2 should see tags shared with them."""
response = self.client2.get("/api/tags/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
tag_ids = [t["id"] for t in response.data["results"]]
self.assertIn(self.shared_tag.id, tag_ids)
def test_user_can_access_shared_tag_detail(self):
"""User2 should be able to access shared tag details."""
response = self.client2.get(f"/api/tags/{self.shared_tag.id}/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
self.assertEqual(response.data["name"], "Shared Tag")
def test_user_can_see_shared_entities(self):
"""User2 should see entities shared with them."""
response = self.client2.get("/api/entities/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
entity_ids = [e["id"] for e in response.data["results"]]
self.assertIn(self.shared_entity.id, entity_ids)
def test_user_can_access_shared_entity_detail(self):
"""User2 should be able to access shared entity details."""
response = self.client2.get(f"/api/entities/{self.shared_entity.id}/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
self.assertEqual(response.data["name"], "Shared Entity")
@override_settings(
STORAGES={
"default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
"staticfiles": {
"BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
},
},
WHITENOISE_AUTOREFRESH=True,
)
class SharedDCAAccessTests(TestCase):
"""Tests for shared DCA strategy access."""
def setUp(self):
"""Set up test data with shared DCA strategies."""
User = get_user_model()
self.user1 = User.objects.create_user(
email="user1@test.com", password="testpass123"
)
self.client1 = APIClient()
self.client1.force_authenticate(user=self.user1)
self.user2 = User.objects.create_user(
email="user2@test.com", password="testpass123"
)
self.client2 = APIClient()
self.client2.force_authenticate(user=self.user2)
self.user3 = User.objects.create_user(
email="user3@test.com", password="testpass123"
)
self.client3 = APIClient()
self.client3.force_authenticate(user=self.user3)
self.currency1 = Currency.objects.create(
code="BTC", name="Bitcoin", decimal_places=8, prefix=""
)
self.currency2 = Currency.objects.create(
code="USD", name="US Dollar", decimal_places=2, prefix="$ "
)
# User 1's DCA strategy shared with user 2
self.shared_strategy = DCAStrategy.all_objects.create(
name="Shared BTC Strategy",
target_currency=self.currency1,
payment_currency=self.currency2,
owner=self.user1,
)
self.shared_strategy.shared_with.add(self.user2)
# Entry in shared strategy
self.shared_entry = DCAEntry.objects.create(
strategy=self.shared_strategy,
date=date(2025, 1, 1),
amount_paid=Decimal("100.00"),
amount_received=Decimal("0.001"),
)
# User 1's private strategy
self.private_strategy = DCAStrategy.all_objects.create(
name="Private BTC Strategy",
target_currency=self.currency1,
payment_currency=self.currency2,
owner=self.user1,
)
def test_user_can_see_shared_dca_strategies(self):
"""User2 should see DCA strategies shared with them."""
response = self.client2.get("/api/dca/strategies/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
strategy_ids = [s["id"] for s in response.data["results"]]
self.assertIn(self.shared_strategy.id, strategy_ids)
self.assertNotIn(self.private_strategy.id, strategy_ids)
def test_user_can_access_shared_dca_strategy_detail(self):
"""User2 should be able to access shared strategy details."""
response = self.client2.get(f"/api/dca/strategies/{self.shared_strategy.id}/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
self.assertEqual(response.data["name"], "Shared BTC Strategy")
def test_user_without_share_cannot_see_shared_strategy(self):
"""User3 should NOT see strategy shared only with user2."""
response = self.client3.get("/api/dca/strategies/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
strategy_ids = [s["id"] for s in response.data["results"]]
self.assertNotIn(self.shared_strategy.id, strategy_ids)
def test_user_can_access_shared_strategy_actions(self):
"""User2 should be able to access actions on shared strategy."""
# investment_frequency
response1 = self.client2.get(
f"/api/dca/strategies/{self.shared_strategy.id}/investment_frequency/"
)
self.assertEqual(response1.status_code, status.HTTP_200_OK)
# price_comparison
response2 = self.client2.get(
f"/api/dca/strategies/{self.shared_strategy.id}/price_comparison/"
)
self.assertEqual(response2.status_code, status.HTTP_200_OK)
# current_price
response3 = self.client2.get(
f"/api/dca/strategies/{self.shared_strategy.id}/current_price/"
)
self.assertEqual(response3.status_code, status.HTTP_200_OK)
@override_settings(
STORAGES={
"default": {"BACKEND": "django.core.files.storage.FileSystemStorage"},
"staticfiles": {
"BACKEND": "django.contrib.staticfiles.storage.StaticFilesStorage"
},
},
WHITENOISE_AUTOREFRESH=True,
)
class SharedAccountGroupTests(TestCase):
"""Tests for shared account group access."""
def setUp(self):
"""Set up test data with shared account groups."""
User = get_user_model()
self.user1 = User.objects.create_user(
email="user1@test.com", password="testpass123"
)
self.client1 = APIClient()
self.client1.force_authenticate(user=self.user1)
self.user2 = User.objects.create_user(
email="user2@test.com", password="testpass123"
)
self.client2 = APIClient()
self.client2.force_authenticate(user=self.user2)
self.user3 = User.objects.create_user(
email="user3@test.com", password="testpass123"
)
self.client3 = APIClient()
self.client3.force_authenticate(user=self.user3)
# User 1's account group shared with user 2
self.shared_group = AccountGroup.all_objects.create(
name="Shared Group", owner=self.user1
)
self.shared_group.shared_with.add(self.user2)
# User 1's private account group
self.private_group = AccountGroup.all_objects.create(
name="Private Group", owner=self.user1
)
# User 1's public account group
self.public_group = AccountGroup.all_objects.create(
name="Public Group", owner=self.user1, visibility="public"
)
def test_user_can_see_shared_account_groups(self):
"""User2 should see account groups shared with them."""
response = self.client2.get("/api/account-groups/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
group_ids = [g["id"] for g in response.data["results"]]
self.assertIn(self.shared_group.id, group_ids)
self.assertNotIn(self.private_group.id, group_ids)
def test_user_can_access_shared_account_group_detail(self):
"""User2 should be able to access shared account group details."""
response = self.client2.get(f"/api/account-groups/{self.shared_group.id}/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
self.assertEqual(response.data["name"], "Shared Group")
def test_user_can_see_public_account_groups(self):
"""User3 should see public account groups."""
response = self.client3.get("/api/account-groups/")
self.assertEqual(response.status_code, status.HTTP_200_OK)
group_ids = [g["id"] for g in response.data["results"]]
self.assertIn(self.public_group.id, group_ids)
def test_user_without_share_cannot_access_shared_group(self):
"""User3 should NOT be able to access shared account group."""
response = self.client3.get(f"/api/account-groups/{self.shared_group.id}/")
self.assertIn(response.status_code, ACCESS_DENIED_CODES)