imacat/mia-accounting
1
0
Fork 0
Code Issues Pull Requests Packages Projects Releases 41 Wiki Activity

Added the summary helper for the transaction form.

Browse Source
This commit is contained in:
依瑪貓
2023-02-28 15:49:01 +08:00
parent fc8e257a10
commit d5c2231794
12 changed files with 1301 additions and 18 deletions
Download Patch File Download Diff File Expand all files Collapse all files

327
tests/test_summary_helper.py Normal file
View File

@ -0,0 +1,327 @@
# The Mia! Accounting Flask Project.
# Author: imacat@mail.imacat.idv.tw (imacat), 2023/2/28
# Copyright (c) 2023 imacat.
#
# Licensed under the Apache License, Version 2.0 (the "License");
# you may not use this file except in compliance with the License.
# You may obtain a copy of the License at
#
# http://www.apache.org/licenses/LICENSE-2.0
#
# Unless required by applicable law or agreed to in writing, software
# distributed under the License is distributed on an "AS IS" BASIS,
# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
# See the License for the specific language governing permissions and
# limitations under the License.
"""The test for the summary helper.
"""
import unittest
from datetime import date
from click.testing import Result
from flask import Flask
from flask.testing import FlaskCliRunner
from test_site import create_app
from testlib import get_client
from testlib_txn import Accounts, NEXT_URI, add_txn
class SummeryHelperTestCase(unittest.TestCase):
"""The summary helper test case."""
def setUp(self) -> None:
"""Sets up the test.
This is run once per test.
:return: None.
"""
self.app: Flask = create_app(is_testing=True)
runner: FlaskCliRunner = self.app.test_cli_runner()
with self.app.app_context():
from accounting.models import BaseAccount, Transaction, \
JournalEntry
result: Result
result = runner.invoke(args="init-db")
self.assertEqual(result.exit_code, 0)
if BaseAccount.query.first() is None:
result = runner.invoke(args="accounting-init-base")
self.assertEqual(result.exit_code, 0)
result = runner.invoke(args=["accounting-init-currencies",
"-u", "editor"])
self.assertEqual(result.exit_code, 0)
result = runner.invoke(args=["accounting-init-accounts",
"-u", "editor"])
self.assertEqual(result.exit_code, 0)
Transaction.query.delete()
JournalEntry.query.delete()
self.client, self.csrf_token = get_client(self.app, "editor")
def test_summary_helper(self) -> None:
"""Test the summary helper.
:return: None.
"""
from accounting.transaction.summary_helper import SummaryHelper
for form in get_form_data(self.csrf_token):
add_txn(self.client, form)
with self.app.app_context():
helper: SummaryHelper = SummaryHelper()
# Debit-General
self.assertEqual(len(helper.debit.general.tags), 2)
self.assertEqual(helper.debit.general.tags[0].name, "Lunch")
self.assertEqual(len(helper.debit.general.tags[0].accounts), 2)
self.assertEqual(helper.debit.general.tags[0].accounts[0].code,
Accounts.MEAL)
self.assertEqual(helper.debit.general.tags[0].accounts[1].code,
Accounts.PAYABLE)
self.assertEqual(helper.debit.general.tags[1].name, "Dinner")
self.assertEqual(len(helper.debit.general.tags[1].accounts), 2)
self.assertEqual(helper.debit.general.tags[1].accounts[0].code,
Accounts.MEAL)
self.assertEqual(helper.debit.general.tags[1].accounts[1].code,
Accounts.PAYABLE)
# Debit-Travel
self.assertEqual(len(helper.debit.travel.tags), 3)
self.assertEqual(helper.debit.travel.tags[0].name, "Bike")
self.assertEqual(len(helper.debit.travel.tags[0].accounts), 1)
self.assertEqual(helper.debit.travel.tags[0].accounts[0].code,
Accounts.TRAVEL)
self.assertEqual(helper.debit.travel.tags[1].name, "Taxi")
self.assertEqual(len(helper.debit.travel.tags[1].accounts), 1)
self.assertEqual(helper.debit.travel.tags[1].accounts[0].code,
Accounts.TRAVEL)
self.assertEqual(helper.debit.travel.tags[2].name, "Airplane")
self.assertEqual(len(helper.debit.travel.tags[2].accounts), 1)
self.assertEqual(helper.debit.travel.tags[2].accounts[0].code,
Accounts.TRAVEL)
# Debit-Bus
self.assertEqual(len(helper.debit.bus.tags), 2)
self.assertEqual(helper.debit.bus.tags[0].name, "Train")
self.assertEqual(len(helper.debit.bus.tags[0].accounts), 1)
self.assertEqual(helper.debit.bus.tags[0].accounts[0].code,
Accounts.TRAVEL)
self.assertEqual(helper.debit.bus.tags[1].name, "Bus")
self.assertEqual(len(helper.debit.bus.tags[1].accounts), 1)
self.assertEqual(helper.debit.bus.tags[1].accounts[0].code,
Accounts.TRAVEL)
# Credit-General
self.assertEqual(len(helper.credit.general.tags), 2)
self.assertEqual(helper.credit.general.tags[0].name, "Lunch")
self.assertEqual(len(helper.credit.general.tags[0].accounts), 3)
self.assertEqual(helper.credit.general.tags[0].accounts[0].code,
Accounts.PAYABLE)
self.assertEqual(helper.credit.general.tags[0].accounts[1].code,
Accounts.BANK)
self.assertEqual(helper.credit.general.tags[0].accounts[2].code,
Accounts.CASH)
self.assertEqual(helper.credit.general.tags[1].name, "Dinner")
self.assertEqual(len(helper.credit.general.tags[1].accounts), 2)
self.assertEqual(helper.credit.general.tags[1].accounts[0].code,
Accounts.BANK)
self.assertEqual(helper.credit.general.tags[1].accounts[1].code,
Accounts.PAYABLE)
# Credit-Travel
self.assertEqual(len(helper.credit.travel.tags), 2)
self.assertEqual(helper.credit.travel.tags[0].name, "Bike")
self.assertEqual(len(helper.credit.travel.tags[0].accounts), 2)
self.assertEqual(helper.credit.travel.tags[0].accounts[0].code,
Accounts.PAYABLE)
self.assertEqual(helper.credit.travel.tags[0].accounts[1].code,
Accounts.PREPAID)
self.assertEqual(helper.credit.travel.tags[1].name, "Taxi")
self.assertEqual(len(helper.credit.travel.tags[1].accounts), 2)
self.assertEqual(helper.credit.travel.tags[1].accounts[0].code,
Accounts.PAYABLE)
self.assertEqual(helper.credit.travel.tags[1].accounts[1].code,
Accounts.CASH)
# Credit-Bus
self.assertEqual(len(helper.credit.bus.tags), 2)
self.assertEqual(helper.credit.bus.tags[0].name, "Train")
self.assertEqual(len(helper.credit.bus.tags[0].accounts), 2)
self.assertEqual(helper.credit.bus.tags[0].accounts[0].code,
Accounts.PREPAID)
self.assertEqual(helper.credit.bus.tags[0].accounts[1].code,
Accounts.PAYABLE)
self.assertEqual(helper.credit.bus.tags[1].name, "Bus")
self.assertEqual(len(helper.credit.bus.tags[1].accounts), 1)
self.assertEqual(helper.credit.bus.tags[1].accounts[0].code,
Accounts.PREPAID)
def get_form_data(csrf_token: str) -> list[dict[str, str]]:
"""Returns the form data for multiple transaction forms.
:param csrf_token: The CSRF token.
:return: A list of the form data.
"""
txn_date: str = date.today().isoformat()
return [{"csrf_token": csrf_token,
"next": NEXT_URI,
"date": txn_date,
"currency-0-code": "USD",
"currency-0-credit-0-account_code": Accounts.SERVICE,
"currency-0-credit-0-summary": " Salary ",
"currency-0-credit-0-amount": "2500"},
{"csrf_token": csrf_token,
"next": NEXT_URI,
"date": txn_date,
"currency-0-code": "USD",
"currency-0-debit-0-account_code": Accounts.MEAL,
"currency-0-debit-0-summary": " Lunch—Fish ",
"currency-0-debit-0-amount": "4.7",
"currency-0-credit-0-account_code": Accounts.BANK,
"currency-0-credit-0-summary": " Lunch—Fish ",
"currency-0-credit-0-amount": "4.7",
"currency-0-debit-1-account_code": Accounts.MEAL,
"currency-0-debit-1-summary": " Lunch—Fries ",
"currency-0-debit-1-amount": "2.15",
"currency-0-credit-1-account_code": Accounts.PAYABLE,
"currency-0-credit-1-summary": " Lunch—Fries ",
"currency-0-credit-1-amount": "2.15",
"currency-0-debit-2-account_code": Accounts.MEAL,
"currency-0-debit-2-summary": " Dinner—Hamburger ",
"currency-0-debit-2-amount": "4.25",
"currency-0-credit-2-account_code": Accounts.BANK,
"currency-0-credit-2-summary": " Dinner—Hamburger ",
"currency-0-credit-2-amount": "4.25"},
{"csrf_token": csrf_token,
"next": NEXT_URI,
"date": txn_date,
"currency-0-code": "USD",
"currency-0-debit-0-account_code": Accounts.MEAL,
"currency-0-debit-0-summary": " Lunch—Salad ",
"currency-0-debit-0-amount": "4.99",
"currency-0-credit-0-account_code": Accounts.CASH,
"currency-0-credit-0-summary": " Lunch—Salad ",
"currency-0-credit-0-amount": "4.99",
"currency-0-debit-1-account_code": Accounts.MEAL,
"currency-0-debit-1-summary": " Dinner—Steak ",
"currency-0-debit-1-amount": "8.28",
"currency-0-credit-1-account_code": Accounts.PAYABLE,
"currency-0-credit-1-summary": " Dinner—Steak ",
"currency-0-credit-1-amount": "8.28"},
{"csrf_token": csrf_token,
"next": NEXT_URI,
"date": txn_date,
"currency-0-code": "USD",
"currency-0-debit-0-account_code": Accounts.MEAL,
"currency-0-debit-0-summary": " Lunch—Pizza ",
"currency-0-debit-0-amount": "5.49",
"currency-0-credit-0-account_code": Accounts.PAYABLE,
"currency-0-credit-0-summary": " Lunch—Pizza ",
"currency-0-credit-0-amount": "5.49",
"currency-0-debit-1-account_code": Accounts.MEAL,
"currency-0-debit-1-summary": " Lunch—Noodles ",
"currency-0-debit-1-amount": "7.47",
"currency-0-credit-1-account_code": Accounts.PAYABLE,
"currency-0-credit-1-summary": " Lunch—Noodles ",
"currency-0-credit-1-amount": "7.47"},
{"csrf_token": csrf_token,
"next": NEXT_URI,
"date": txn_date,
"currency-0-code": "USD",
"currency-0-debit-0-account_code": Accounts.TRAVEL,
"currency-0-debit-0-summary": " Airplane—Lake City↔Hill Town ",
"currency-0-debit-0-amount": "800"},
{"csrf_token": csrf_token,
"next": NEXT_URI,
"date": txn_date,
"currency-0-code": "USD",
"currency-0-debit-0-account_code": Accounts.TRAVEL,
"currency-0-debit-0-summary": " Bus—323—Downtown→Museum ",
"currency-0-debit-0-amount": "2.5",
"currency-0-credit-0-account_code": Accounts.PREPAID,
"currency-0-credit-0-summary": " Bus—323—Downtown→Museum ",
"currency-0-credit-0-amount": "2.5",
"currency-0-debit-1-account_code": Accounts.TRAVEL,
"currency-0-debit-1-summary": " Train—Blue—Museum→Central ",
"currency-0-debit-1-amount": "3.2",
"currency-0-credit-1-account_code": Accounts.PREPAID,
"currency-0-credit-1-summary": " Train—Blue—Museum→Central ",
"currency-0-credit-1-amount": "3.2",
"currency-0-debit-2-account_code": Accounts.TRAVEL,
"currency-0-debit-2-summary": " Train—Green—Central→Mall ",
"currency-0-debit-2-amount": "3.2",
"currency-0-credit-2-account_code": Accounts.PREPAID,
"currency-0-credit-2-summary": " Train—Green—Central→Mall ",
"currency-0-credit-2-amount": "3.2",
"currency-0-debit-3-account_code": Accounts.TRAVEL,
"currency-0-debit-3-summary": " Train—Red—Mall→Museum ",
"currency-0-debit-3-amount": "4.4",
"currency-0-credit-3-account_code": Accounts.PAYABLE,
"currency-0-credit-3-summary": " Train—Red—Mall→Museum ",
"currency-0-credit-3-amount": "4.4"},
{"csrf_token": csrf_token,
"next": NEXT_URI,
"date": txn_date,
"currency-0-code": "USD",
"currency-0-debit-0-account_code": Accounts.TRAVEL,
"currency-0-debit-0-summary": " Taxi—Museum→Office ",
"currency-0-debit-0-amount": "15.5",
"currency-0-credit-0-account_code": Accounts.CASH,
"currency-0-credit-0-summary": " Taxi—Museum→Office ",
"currency-0-credit-0-amount": "15.5",
"currency-0-debit-1-account_code": Accounts.TRAVEL,
"currency-0-debit-1-summary": " Taxi—Office→Restaurant ",
"currency-0-debit-1-amount": "12",
"currency-0-credit-1-account_code": Accounts.PAYABLE,
"currency-0-credit-1-summary": " Taxi—Office→Restaurant ",
"currency-0-credit-1-amount": "12",
"currency-0-debit-2-account_code": Accounts.TRAVEL,
"currency-0-debit-2-summary": " Taxi—Restaurant→City Hall ",
"currency-0-debit-2-amount": "8",
"currency-0-credit-2-account_code": Accounts.PAYABLE,
"currency-0-credit-2-summary": " Taxi—Restaurant→City Hall ",
"currency-0-credit-2-amount": "8",
"currency-0-debit-3-account_code": Accounts.TRAVEL,
"currency-0-debit-3-summary": " Bike—City Hall→Office ",
"currency-0-debit-3-amount": "3.5",
"currency-0-credit-3-account_code": Accounts.PAYABLE,
"currency-0-credit-3-summary": " Bike—City Hall→Office ",
"currency-0-credit-3-amount": "3.5",
"currency-0-debit-4-account_code": Accounts.TRAVEL,
"currency-0-debit-4-summary": " Bike—Restaurant→Office ",
"currency-0-debit-4-amount": "4",
"currency-0-credit-4-account_code": Accounts.PAYABLE,
"currency-0-credit-4-summary": " Bike—Restaurant→Office ",
"currency-0-credit-4-amount": "4",
"currency-0-debit-5-account_code": Accounts.TRAVEL,
"currency-0-debit-5-summary": " Bike—Office→Theatre ",
"currency-0-debit-5-amount": "1.5",
"currency-0-credit-5-account_code": Accounts.PAYABLE,
"currency-0-credit-5-summary": " Bike—Office→Theatre ",
"currency-0-credit-5-amount": "1.5",
"currency-0-debit-6-account_code": Accounts.TRAVEL,
"currency-0-debit-6-summary": " Bike—Theatre→Home ",
"currency-0-debit-6-amount": "5.5",
"currency-0-credit-6-account_code": Accounts.PREPAID,
"currency-0-credit-6-summary": " Bike—Theatre→Home ",
"currency-0-credit-6-amount": "5.5"},
{"csrf_token": csrf_token,
"next": NEXT_URI,
"date": txn_date,
"currency-0-code": "USD",
"currency-0-debit-0-account_code": Accounts.PAYABLE,
"currency-0-debit-0-summary": " Dinner—Steak ",
"currency-0-debit-0-amount": "8.28",
"currency-0-credit-0-account_code": Accounts.BANK,
"currency-0-credit-0-summary": " Dinner—Steak ",
"currency-0-credit-0-amount": "8.28",
"currency-0-debit-1-account_code": Accounts.PAYABLE,
"currency-0-debit-1-summary": " Lunch—Pizza ",
"currency-0-debit-1-amount": "5.49",
"currency-0-credit-1-account_code": Accounts.BANK,
"currency-0-credit-1-summary": " Lunch—Pizza ",
"currency-0-credit-1-amount": "5.49"}]

3
tests/testlib_txn.py
View File

@ -39,11 +39,14 @@ class Accounts:
"""The shortcuts to the common accounts."""
CASH: str = "1111-001"
BANK: str = "1113-001"
PREPAID: str = "1258-001"
PAYABLE: str = "2141-001"
SALES: str = "4111-001"
SERVICE: str = "4611-001"
AGENCY: str = "4711-001"
OFFICE: str = "6153-001"
TRAVEL: str = "6154-001"
MEAL: str = "6172-001"
INTEREST: str = "4111-001"
DONATION: str = "7481-001"
RENT: str = "7482-001"