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Maybe/test/models/account/current_balance_manager_test.rb

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require "test_helper"
class Account::CurrentBalanceManagerTest < ActiveSupport::TestCase
setup do
@connected_account = accounts(:connected) # Connected account - can update current balance
@manual_account = accounts(:depository) # Manual account - cannot update current balance
end
test "when no existing anchor, creates new anchor" do
manager = Account::CurrentBalanceManager.new(@connected_account)
assert_difference -> { @connected_account.entries.count } => 1,
-> { @connected_account.valuations.count } => 1 do
result = manager.set_current_balance(1000)
assert result.success?
assert result.changes_made?
assert_nil result.error
end
current_anchor = @connected_account.valuations.current_anchor.first
assert_not_nil current_anchor
assert_equal 1000, current_anchor.entry.amount
assert_equal "current_anchor", current_anchor.kind
entry = current_anchor.entry
assert_equal 1000, entry.amount
assert_equal Date.current, entry.date
assert_equal "Current balance", entry.name # Depository type returns "Current balance"
end
test "updates existing anchor" do
# First create a current anchor
manager = Account::CurrentBalanceManager.new(@connected_account)
result = manager.set_current_balance(1000)
assert result.success?
current_anchor = @connected_account.valuations.current_anchor.first
original_id = current_anchor.id
original_entry_id = current_anchor.entry.id
# Travel to tomorrow to ensure date change
travel_to Date.current + 1.day do
# Now update it
assert_no_difference -> { @connected_account.entries.count } do
assert_no_difference -> { @connected_account.valuations.count } do
result = manager.set_current_balance(2000)
assert result.success?
assert result.changes_made?
end
end
current_anchor.reload
assert_equal original_id, current_anchor.id # Same valuation record
assert_equal original_entry_id, current_anchor.entry.id # Same entry record
assert_equal 2000, current_anchor.entry.amount
assert_equal Date.current, current_anchor.entry.date # Should be updated to current date
end
end
test "when manual account, raises InvalidOperation error" do
manager = Account::CurrentBalanceManager.new(@manual_account)
error = assert_raises(Account::CurrentBalanceManager::InvalidOperation) do
manager.set_current_balance(1000)
end
assert_equal "Manual accounts cannot set current balance anchor. Set opening balance or use a reconciliation instead.", error.message
# Verify no current anchor was created
assert_nil @manual_account.valuations.current_anchor.first
end
test "when no changes made, returns success with no changes made" do
# First create a current anchor
manager = Account::CurrentBalanceManager.new(@connected_account)
result = manager.set_current_balance(1000)
assert result.success?
assert result.changes_made?
# Try to set the same value on the same date
result = manager.set_current_balance(1000)
assert result.success?
assert_not result.changes_made?
assert_nil result.error
end
test "updates only amount when balance changes" do
manager = Account::CurrentBalanceManager.new(@connected_account)
# Create initial anchor
result = manager.set_current_balance(1000)
assert result.success?
current_anchor = @connected_account.valuations.current_anchor.first
original_date = current_anchor.entry.date
# Update only the balance
result = manager.set_current_balance(1500)
assert result.success?
assert result.changes_made?
current_anchor.reload
assert_equal 1500, current_anchor.entry.amount
assert_equal original_date, current_anchor.entry.date # Date should remain the same if on same day
end
test "updates date when called on different day" do
manager = Account::CurrentBalanceManager.new(@connected_account)
# Create initial anchor
result = manager.set_current_balance(1000)
assert result.success?
current_anchor = @connected_account.valuations.current_anchor.first
original_amount = current_anchor.entry.amount
# Travel to tomorrow and update with same balance
travel_to Date.current + 1.day do
result = manager.set_current_balance(1000)
assert result.success?
assert result.changes_made? # Should be true because date changed
current_anchor.reload
assert_equal original_amount, current_anchor.entry.amount
assert_equal Date.current, current_anchor.entry.date # Should be updated to new current date
end
end
test "current_balance returns balance from current anchor" do
manager = Account::CurrentBalanceManager.new(@connected_account)
# Create a current anchor
manager.set_current_balance(1500)
# Should return the anchor's balance
assert_equal 1500, manager.current_balance
# Update the anchor
manager.set_current_balance(2500)
# Should return the updated balance
assert_equal 2500, manager.current_balance
end
test "current_balance falls back to account balance when no anchor exists" do
manager = Account::CurrentBalanceManager.new(@connected_account)
# When no current anchor exists, should fall back to account.balance
assert_equal @connected_account.balance, manager.current_balance
end
end