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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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Zach Gollwitzer 2025-01-07 09:41:24 -05:00 committed by GitHub
parent 46e129308f
commit 307a3687e8
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78 changed files with 1161 additions and 682 deletions

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require "test_helper"
class Account::TransferMatchesControllerTest < ActionDispatch::IntegrationTest
include Account::EntriesTestHelper
setup do
sign_in @user = users(:family_admin)
end
test "matches existing transaction and creates transfer" do
inflow_transaction = create_transaction(amount: 100, account: accounts(:depository))
outflow_transaction = create_transaction(amount: -100, account: accounts(:investment))
assert_difference "Transfer.count", 1 do
post account_transaction_transfer_match_path(inflow_transaction), params: {
transfer_match: {
method: "existing",
matched_entry_id: outflow_transaction.id
}
}
end
assert_redirected_to transactions_url
assert_equal "Transfer created", flash[:notice]
end
test "creates transfer for target account" do
inflow_transaction = create_transaction(amount: 100, account: accounts(:depository))
assert_difference [ "Transfer.count", "Account::Entry.count", "Account::Transaction.count" ], 1 do
post account_transaction_transfer_match_path(inflow_transaction), params: {
transfer_match: {
method: "new",
target_account_id: accounts(:investment).id
}
}
end
assert_redirected_to transactions_url
assert_equal "Transfer created", flash[:notice]
end
end