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Add scope to filter transactions from active accounts (#1810)

* Add scope to filter transactions from active accounts

* Add test for transfer match candidates with active accounts

* Refactor active account filtering for transactions and entries
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Josh Pigford 2025-02-05 11:52:44 -06:00 committed by GitHub
parent cf014bc24f
commit 4aba9d1c0b
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5 changed files with 69 additions and 1 deletions

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@ -81,4 +81,27 @@ class Account::EntryTest < ActiveSupport::TestCase
assert_equal 200, totals.expense_total
assert_equal "USD", totals.currency
end
test "active scope only returns entries from active, non-scheduled-for-deletion accounts" do
# Create transactions for all account types
active_transaction = create_transaction(account: accounts(:depository), name: "Active transaction")
inactive_transaction = create_transaction(account: accounts(:credit_card), name: "Inactive transaction")
deletion_transaction = create_transaction(account: accounts(:investment), name: "Scheduled for deletion transaction")
# Update account statuses
accounts(:credit_card).update!(is_active: false)
accounts(:investment).update!(scheduled_for_deletion: true)
# Test the scope
active_entries = Account::Entry.active
# Should include entry from active account
assert_includes active_entries, active_transaction
# Should not include entry from inactive account
assert_not_includes active_entries, inactive_transaction
# Should not include entry from account scheduled for deletion
assert_not_includes active_entries, deletion_transaction
end
end

View file

@ -99,4 +99,43 @@ class AccountTest < ActiveSupport::TestCase
@account.auto_match_transfers!
end
end
test "transfer_match_candidates only matches between active accounts" do
active_account = accounts(:depository)
another_active_account = accounts(:credit_card)
inactive_account = accounts(:investment)
inactive_account.update!(is_active: false)
# Create matching transactions
active_inflow = active_account.entries.create!(
date: Date.current,
amount: -100,
currency: "USD",
name: "Test transfer",
entryable: Account::Transaction.new
)
active_outflow = another_active_account.entries.create!(
date: Date.current,
amount: 100,
currency: "USD",
name: "Test transfer",
entryable: Account::Transaction.new
)
inactive_outflow = inactive_account.entries.create!(
date: Date.current,
amount: 100,
currency: "USD",
name: "Test transfer",
entryable: Account::Transaction.new
)
# Should find matches between active accounts
candidates = active_account.transfer_match_candidates
assert_includes candidates.map(&:outflow_transaction_id), active_outflow.entryable_id
# Should not match with inactive account
assert_not_includes candidates.map(&:outflow_transaction_id), inactive_outflow.entryable_id
end
end