Match transaction by name - case insensitive

Author: rennerocha

thebook/bookkeeping/managers.py

@@ -132,7 +132,7 @@ def find_match_for(self, receivable_fee):
                 self.filter(
                     category__name="Contribuição Associativa",
                     amount=receivable_fee.amount,
-                    description__regex=rule.pattern,
+                    description__iregex=rule.pattern,
                     date__gte=receivable_fee.membership.start_date,
                 )
                 .exclude(

thebook/bookkeeping/tests/managers/test_transaction__find_match_for.py

@@ -22,6 +22,7 @@ def membership_fee_category(db):
 def membership(db):
     return baker.make(
         Membership,
+        member__name="Guybrush Threepwood",
         start_date=datetime.date(2025, 1, 1),
         membership_fee_amount=Decimal("100.0"),
     )
@@ -63,6 +64,29 @@ def test_find_exact_transaction_match(db, unpaid_rf, membership_fee_category):
     assert matched_transaction == transaction
 
 
+@pytest.mark.parametrize(
+    "name", ["Guybrush Threepwood", "guybrush threepwood", "GUYBRUSH THREEPWOOD"]
+)
+def test_match_transaction_by_name_with_case_insensitive_search(
+    db, unpaid_rf, membership_fee_category, name
+):
+    transaction = baker.make(
+        Transaction,
+        date=datetime.date(2025, 7, 10),
+        amount=Decimal("100.0"),
+        category=membership_fee_category,
+        description=f"Payment of membership for {name} fee",
+    )
+    rf_match_rule = ReceivableFeeTransactionMatchRule.objects.create(
+        pattern=".*guybrush threepwood.*",
+        membership=unpaid_rf.membership,
+    )
+
+    matched_transaction = Transaction.objects.find_match_for(unpaid_rf)
+
+    assert matched_transaction == transaction
+
+
 def test_ignore_if_transaction_not_in_right_category(
     db, unpaid_rf, membership_fee_category
 ):