# Transaction Model Extension Implementation ## Overview This document describes the implementation of Task 1.5: 扩展Transaction模型 (Extend Transaction Model) from the accounting-feature-upgrade specification. ## Implementation Summary ### 1. Model Extensions Extended the `Transaction` model in `backend/internal/models/models.go` with the following new fields: #### Multi-Ledger Support - **LedgerID** (`*uint`): Associates transaction with a specific ledger - Validates: Requirements 3.10 #### Precise Time Recording - **TransactionTime** (`*time.Time`): Records precise transaction time (HH:mm:ss) - Validates: Requirements 5.2 #### Reimbursement Fields - **ReimbursementStatus** (`string`): Status of reimbursement (none, pending, completed) - **ReimbursementAmount** (`*float64`): Amount to be reimbursed - **ReimbursementIncomeID** (`*uint`): Links to the generated reimbursement income transaction - Validates: Requirements 8.4-8.9 #### Refund Fields - **RefundStatus** (`string`): Status of refund (none, partial, full) - **RefundAmount** (`*float64`): Amount refunded - **RefundIncomeID** (`*uint`): Links to the generated refund income transaction - Validates: Requirements 8.10-8.18 #### Original Transaction Link - **OriginalTransactionID** (`*uint`): Links refund/reimbursement income back to original expense - **IncomeType** (`string`): Type of income (normal, refund, reimbursement) - Validates: Requirements 8.19-8.22 #### New Relationships - **Ledger**: Foreign key relationship to Ledger model - **Images**: One-to-many relationship with TransactionImage - **OriginalTransaction**: Self-referencing relationship for refund/reimbursement tracking ### 2. Database Migration Created migration file: `backend/migrations/003_extend_transaction_model.sql` The migration adds the following columns to the `transactions` table: - `transaction_time` (TIME) - `reimbursement_status` (VARCHAR(20), default: 'none') - `reimbursement_amount` (DECIMAL(15,2)) - `reimbursement_income_id` (BIGINT UNSIGNED) - `refund_status` (VARCHAR(20), default: 'none') - `refund_amount` (DECIMAL(15,2)) - `refund_income_id` (BIGINT UNSIGNED) - `original_transaction_id` (BIGINT UNSIGNED) - `income_type` (VARCHAR(20)) Indexes created: - `idx_transactions_reimbursement_income_id` - `idx_transactions_refund_income_id` - `idx_transactions_original_transaction_id` ### 3. Test Coverage Created comprehensive test file: `backend/internal/models/transaction_extension_test.go` Test functions: 1. **TestTransactionExtensionFields**: Verifies all new fields are properly set 2. **TestTransactionReimbursementStatuses**: Validates reimbursement status values 3. **TestTransactionRefundStatuses**: Validates refund status values 4. **TestTransactionIncomeTypes**: Validates income type values 5. **TestTransactionDefaultValues**: Verifies default values for new fields 6. **TestTransactionRelationships**: Verifies new relationship fields 7. **TestTransactionPreciseTime**: Tests precise time recording functionality 8. **TestTransactionReimbursementFlow**: Tests complete reimbursement workflow 9. **TestTransactionRefundFlow**: Tests complete refund workflow (full and partial) 10. **TestTransactionOriginalLink**: Tests original transaction linking 11. **TestTransactionLedgerAssociation**: Tests ledger association All tests pass successfully ✓ ### 4. Migration Execution The migration was successfully executed using: ```bash go run cmd/migrate/main.go ``` Results: - ✓ All existing tables updated - ✓ New `transaction_images` table created - ✓ New `user_settings` table created - ✓ System categories initialized (refund, reimbursement) ## Field Details ### Reimbursement Status Values - `none`: No reimbursement requested - `pending`: Reimbursement requested, awaiting confirmation - `completed`: Reimbursement confirmed and income record created ### Refund Status Values - `none`: No refund processed - `partial`: Partial refund (amount < original amount) - `full`: Full refund (amount = original amount) ### Income Type Values - `normal`: Regular income transaction - `refund`: Income generated from a refund - `reimbursement`: Income generated from a reimbursement ## Usage Examples ### Creating a Transaction with Precise Time ```go transactionTime := time.Date(2024, 1, 15, 14, 30, 0, 0, time.UTC) tx := Transaction{ Amount: 100.00, Type: TransactionTypeExpense, TransactionDate: transactionTime, TransactionTime: &transactionTime, LedgerID: &ledgerID, } ``` ### Applying for Reimbursement ```go reimbursementAmount := 80.00 expense.ReimbursementStatus = "pending" expense.ReimbursementAmount = &reimbursementAmount ``` ### Processing a Refund ```go refundAmount := 50.00 incomeID := uint(200) expense.RefundStatus = "partial" expense.RefundAmount = &refundAmount expense.RefundIncomeID = &incomeID ``` ### Creating Linked Income Record ```go refundIncome := Transaction{ Type: TransactionTypeIncome, Amount: 50.00, IncomeType: "refund", OriginalTransactionID: &originalExpenseID, LedgerID: originalExpense.LedgerID, // Same ledger as original } ``` ## Requirements Validation This implementation validates the following requirements: - ✓ 3.10: Multi-ledger transaction association - ✓ 5.2: Precise time recording - ✓ 8.4-8.9: Reimbursement workflow - ✓ 8.10-8.18: Refund workflow - ✓ 8.19-8.22: Original transaction linking - ✓ 8.28: Ledger consistency for refund/reimbursement income ## Next Steps The Transaction model is now ready for: 1. Backend API implementation for reimbursement operations (Task 5.1) 2. Backend API implementation for refund operations (Task 5.2) 3. Frontend integration with transaction forms 4. Property-based testing for transaction workflows ## Notes - All pointer fields (`*uint`, `*float64`, `*time.Time`) are optional and can be nil - Default values for status fields are set by GORM on database insert - Foreign key constraints are commented out in the migration to avoid circular reference issues - The implementation maintains backward compatibility with existing transactions