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Transfer and Payment auto-matching, model and UI improvements (#1585)
* Transfer data model migration * Transfers and payment modeling and UI improvements * Fix CI * Transfer matching flow * Better UI for transfers * Auto transfer matching, approve, reject flow * Mark transfers created from form as confirmed * Account filtering * Excluded rejected transfers from calculations * Calculation tweaks with transfer exclusions * Clean up migration
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78 changed files with 1161 additions and 682 deletions
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test/controllers/account/transfer_matches_controller_test.rb
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test/controllers/account/transfer_matches_controller_test.rb
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require "test_helper"
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class Account::TransferMatchesControllerTest < ActionDispatch::IntegrationTest
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include Account::EntriesTestHelper
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setup do
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sign_in @user = users(:family_admin)
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end
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test "matches existing transaction and creates transfer" do
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inflow_transaction = create_transaction(amount: 100, account: accounts(:depository))
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outflow_transaction = create_transaction(amount: -100, account: accounts(:investment))
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assert_difference "Transfer.count", 1 do
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post account_transaction_transfer_match_path(inflow_transaction), params: {
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transfer_match: {
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method: "existing",
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matched_entry_id: outflow_transaction.id
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}
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}
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end
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assert_redirected_to transactions_url
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assert_equal "Transfer created", flash[:notice]
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end
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test "creates transfer for target account" do
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inflow_transaction = create_transaction(amount: 100, account: accounts(:depository))
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assert_difference [ "Transfer.count", "Account::Entry.count", "Account::Transaction.count" ], 1 do
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post account_transaction_transfer_match_path(inflow_transaction), params: {
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transfer_match: {
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method: "new",
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target_account_id: accounts(:investment).id
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}
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}
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end
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assert_redirected_to transactions_url
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assert_equal "Transfer created", flash[:notice]
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end
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end
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