2025-02-21 11:57:59 -05:00
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require "test_helper"
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class Family::AutoTransferMatchableTest < ActiveSupport::TestCase
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2025-04-14 11:40:34 -04:00
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include EntriesTestHelper
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2025-02-21 11:57:59 -05:00
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setup do
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@family = families(:dylan_family)
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@depository = accounts(:depository)
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@credit_card = accounts(:credit_card)
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end
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test "auto-matches transfers" do
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outflow_entry = create_transaction(date: 1.day.ago.to_date, account: @depository, amount: 500)
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inflow_entry = create_transaction(date: Date.current, account: @credit_card, amount: -500)
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assert_difference -> { Transfer.count } => 1 do
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@family.auto_match_transfers!
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end
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end
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# In this scenario, our matching logic should find 4 potential matches. These matches should be ranked based on
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# days apart, then de-duplicated so that we aren't auto-matching the same transaction across multiple transfers.
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test "when 2 options exist, only auto-match one at a time, ranked by days apart" do
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yesterday_outflow = create_transaction(date: 1.day.ago.to_date, account: @depository, amount: 500)
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yesterday_inflow = create_transaction(date: 1.day.ago.to_date, account: @credit_card, amount: -500)
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today_outflow = create_transaction(date: Date.current, account: @depository, amount: 500)
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today_inflow = create_transaction(date: Date.current, account: @credit_card, amount: -500)
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assert_difference -> { Transfer.count } => 2 do
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@family.auto_match_transfers!
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end
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end
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test "does not auto-match any transfers that have been rejected by user already" do
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outflow = create_transaction(date: Date.current, account: @depository, amount: 500)
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inflow = create_transaction(date: Date.current, account: @credit_card, amount: -500)
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RejectedTransfer.create!(inflow_transaction_id: inflow.entryable_id, outflow_transaction_id: outflow.entryable_id)
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assert_no_difference -> { Transfer.count } do
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@family.auto_match_transfers!
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end
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end
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test "does not consider inactive accounts when matching transfers" do
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@depository.update!(is_active: false)
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outflow = create_transaction(date: Date.current, account: @depository, amount: 500)
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inflow = create_transaction(date: Date.current, account: @credit_card, amount: -500)
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assert_no_difference -> { Transfer.count } do
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@family.auto_match_transfers!
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end
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end
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end
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