feat!: set default available from to next month (#1100)

Author: morremeyer

pkg/controllers/v4/month_test.go

@@ -396,6 +396,7 @@ func (suite *TestSuiteStandard) TestMonths() {
 
 	_ = createTestTransaction(suite.T(), v4.TransactionEditable{
 		Date:                 time.Date(2022, 3, 1, 7, 38, 17, 0, time.UTC),
+		AvailableFrom:        types.NewMonth(2022, 3),
 		Amount:               decimal.NewFromFloat(1500),
 		Note:                 "Income for march",
 		SourceAccountID:      externalAccount.Data.ID,

pkg/controllers/v4/transaction_test.go

@@ -6,6 +6,7 @@ import (
 	"testing"
 	"time"
 
+	"github.com/envelope-zero/backend/v5/internal/types"
 	v4 "github.com/envelope-zero/backend/v5/pkg/controllers/v4"
 	"github.com/envelope-zero/backend/v5/pkg/httputil"
 	"github.com/envelope-zero/backend/v5/pkg/models"
@@ -192,10 +193,9 @@ func (suite *TestSuiteStandard) TestTransactionsGetFilter() {
 		ReconciledDestination: false,
 	})
 
-	// Note that this transaction will be available from 2016-05-01 because it's also at
-	// that date, but by default, "available from" is set to the first of the month
 	_ = createTestTransaction(suite.T(), v4.TransactionEditable{
 		Date:                  time.Date(2016, 5, 1, 14, 13, 25, 584575, time.UTC),
+		AvailableFrom:         types.NewMonth(2016, 5),
 		Amount:                decimal.NewFromFloat(11235.813),
 		Note:                  "Not important",
 		EnvelopeID:            e2ID,

pkg/models/budget_test.go

@@ -169,14 +169,14 @@ func (suite *TestSuiteStandard) TestBudgetCalculations() {
 	}
 	assert.True(suite.T(), isBalance.Equal(shouldBalance), "Balance for budget is not correct. Should be %s, is %s", shouldBalance, isBalance)
 
-	// Verify income for used budget in March
+	// Verify income for used budget in March. AvailableFrom defaults to next month, so we check for April
 	shouldIncome := decimal.NewFromFloat(4620) // Income transaction from employer + income from off budget account
-	income, err := budget.Income(models.DB, marchTwentyTwentyTwo)
+	income, err := budget.Income(models.DB, marchTwentyTwentyTwo.AddDate(0, 1))
 	assert.Nil(suite.T(), err)
 	assert.True(suite.T(), income.Equal(shouldIncome), "Income is %s, should be %s", income, shouldIncome)
 
-	// Verify income for empty budget in March
-	income, err = emptyBudget.Income(models.DB, marchTwentyTwentyTwo)
+	// Verify income for empty budget in March. AvailableFrom defaults to next month, so we check for April
+	income, err = emptyBudget.Income(models.DB, marchTwentyTwentyTwo.AddDate(0, 1))
 	assert.Nil(suite.T(), err)
 	assert.True(suite.T(), income.IsZero(), "Income is %s, should be 0", income)
 

pkg/models/transaction.go

@@ -135,7 +135,7 @@ func (t *Transaction) BeforeSave(tx *gorm.DB) (err error) {
 
 	// Default the AvailableForBudget date to the transaction date
 	if t.AvailableFrom.IsZero() {
-		t.AvailableFrom = types.MonthOf(t.Date)
+		t.AvailableFrom = types.MonthOf(t.Date).AddDate(0, 1)
 	} else if t.AvailableFrom.Before(types.MonthOf(t.Date)) {
 		return fmt.Errorf("%w, transaction date: %s, available month %s", ErrAvailabilityMonthTooEarly, t.Date.Format("2006-01-02"), t.AvailableFrom)
 	}