expenses_manager/expenses/tests/test_dashboard.py

@@ -2,7 +2,7 @@ import pytest
 from datetime import date
 from decimal import Decimal
 from django.urls import reverse
-from expenses.models import Expense, Category
+from expenses.models import Account, Expense, Category, Income
 
 pytestmark = pytest.mark.django_db
 
@@ -80,3 +80,146 @@ def test_dashboard_filters_by_year(auth_client, user, account, category):
     assert len(chart_data) == 12
     assert chart_data[4] == 20.0  # May = month 5 -> index 4
     assert sum(chart_data) == 20.0  # only the 2024 expense contributes
+
+
+def test_dashboard_preset_this_month(auth_client):
+    today = date.today()
+
+    response = auth_client.get(reverse('dashboard'), {'period': 'this_month'})
+
+    assert response.context['selected_year'] == today.year
+    assert response.context['selected_month'] == today.month
+
+
+def test_dashboard_preset_last_month(auth_client):
+    today = date.today()
+    expected_month = today.month - 1 or 12
+    expected_year = today.year if today.month > 1 else today.year - 1
+
+    response = auth_client.get(reverse('dashboard'), {'period': 'last_month'})
+
+    assert response.context['selected_year'] == expected_year
+    assert response.context['selected_month'] == expected_month
+
+
+def test_dashboard_preset_this_year_has_no_month(auth_client):
+    today = date.today()
+
+    response = auth_client.get(reverse('dashboard'), {'period': 'this_year'})
+
+    assert response.context['selected_year'] == today.year
+    assert response.context['selected_month'] is None
+
+
+def test_dashboard_filters_by_account(auth_client, user, account, category):
+    other = Account.objects.create(
+        owner=user, name="Otra", initial_balance=Decimal("100"), active=True
+    )
+    Expense.objects.create(
+        owner=user, account=account, category=category,
+        amount=Decimal("10"), date=date(2024, 3, 1),
+    )
+    Expense.objects.create(
+        owner=user, account=other, category=category,
+        amount=Decimal("25"), date=date(2024, 3, 1),
+    )
+
+    response = auth_client.get(
+        reverse('dashboard'),
+        {'year': 2024, 'account': other.id},
+    )
+
+    assert response.context['kpi_total'] == Decimal('25')
+    assert response.context['kpi_count'] == 1
+    assert response.context['kpi_balance'] == Decimal('75')  # 100 - 25
+
+
+def test_dashboard_without_compare_keeps_comparison_defaults(auth_client):
+    response = auth_client.get(reverse('dashboard'), {'year': 2024})
+
+    assert response.context['compare_enabled'] is False
+    assert response.context['kpi_previous_total'] == 0
+    assert response.context['kpi_difference'] == 0
+    assert response.context['kpi_percentage'] == 0
+    assert response.context['kpi_trend'] == 'equal'
+    assert response.context['category_comparison'] == []
+
+
+def test_dashboard_compare_fills_difference_and_trend(auth_client, user, account, category):
+    Expense.objects.create(
+        owner=user, account=account, category=category,
+        amount=Decimal("20"), date=date(2024, 2, 15),
+    )
+    Expense.objects.create(
+        owner=user, account=account, category=category,
+        amount=Decimal("30"), date=date(2024, 3, 10),
+    )
+
+    response = auth_client.get(
+        reverse('dashboard'),
+        {'year': 2024, 'month': 3, 'compare': '1'},
+    )
+
+    assert response.context['compare_enabled'] is True
+    assert response.context['kpi_previous_total'] == Decimal('20')
+    assert response.context['kpi_difference'] == Decimal('10')
+    assert response.context['kpi_trend'] == 'up'
+    assert float(response.context['kpi_percentage']) == 50.0
+
+    rows = {row['category']: row for row in response.context['category_comparison']}
+    assert rows[category.name]['current'] == 30.0
+    assert rows[category.name]['previous'] == 20.0
+    assert rows[category.name]['difference'] == 10.0
+
+
+def test_dashboard_chart_type_is_day_when_a_month_is_selected(auth_client):
+    response = auth_client.get(reverse('dashboard'), {'year': 2024, 'month': 3})
+
+    assert response.context['chart_type'] == 'day'
+
+
+def test_dashboard_chart_type_is_month_for_the_whole_year(auth_client):
+    response = auth_client.get(reverse('dashboard'), {'year': 2024})
+
+    assert response.context['chart_type'] == 'month'
+
+
+def test_dashboard_category_chart_keeps_only_top_ten(auth_client, user, account):
+    for i in range(12):
+        cat = Category.objects.create(name=f"Cat {i:02d}", owner=user)
+        Expense.objects.create(
+            owner=user, account=account, category=cat,
+            amount=Decimal(str(i + 1)), date=date(2024, 6, 1),
+        )
+
+    response = auth_client.get(reverse('dashboard'), {'year': 2024})
+
+    assert len(response.context['by_category_chart']) == 10
+    assert len(list(response.context['by_category'])) == 12
+
+
+def test_dashboard_kpi_balance_matches_sum_of_current_balances(auth_client, user, account, category):
+    savings = Account.objects.create(
+        owner=user, name="Ahorro", initial_balance=Decimal("500"), active=True
+    )
+    Account.objects.create(
+        owner=user, name="Cerrada", initial_balance=Decimal("999"), active=False
+    )
+
+    Expense.objects.create(
+        owner=user, account=account, category=category,
+        amount=Decimal("40"), date=date(2024, 4, 1),
+    )
+    Income.objects.create(
+        owner=user, account=savings, name="Nomina",
+        amount=Decimal("60"), date=date(2024, 4, 2),
+    )
+
+    response = auth_client.get(reverse('dashboard'), {'year': 2024})
+
+    expected = sum(
+        acc.current_balance()
+        for acc in Account.objects.filter(owner=user, active=True)
+    )
+    assert expected == Decimal('520')  # (0 - 40) + (500 + 60), sin la inactiva
+    assert response.context['kpi_balance'] == expected