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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 TransfersControllerTest < ActionDispatch::IntegrationTest
setup do
sign_in users(:family_admin)
end
test "should get new" do
get new_transfer_url
assert_response :success
end
test "can create transfers" do
assert_difference "Transfer.count", 1 do
post transfers_url, params: {
transfer: {
from_account_id: accounts(:depository).id,
to_account_id: accounts(:credit_card).id,
date: Date.current,
amount: 100,
name: "Test Transfer"
}
}
assert_enqueued_with job: SyncJob
end
end
test "can destroy transfer" do
assert_difference -> { Transfer.count } => -1, -> { Account::Transaction.count } => 0 do
delete transfer_url(transfers(:one))
end
end
end