1
0
Fork 0
mirror of https://github.com/maybe-finance/maybe.git synced 2025-07-19 05:09:38 +02:00

Transactions cleanup (#817)

An overhaul and cleanup of the transactions feature including:

- Simplification of transactions search and filtering
- Consolidation of account sync logic after transaction change
- Split sidebar modal and modal into "drawer" and "modal" concepts
- Refactor of transaction partials and folder organization
- Cleanup turbo frames and streams for transaction updates, including new Transactions::RowsController for inline updates
- Refactored and added several integration and systems tests
This commit is contained in:
Zach Gollwitzer 2024-05-30 20:55:18 -04:00 committed by GitHub
parent ee162bbef7
commit 4ebc08e5a4
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
61 changed files with 789 additions and 683 deletions

View file

@ -4,12 +4,49 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
setup do
sign_in @user = users(:family_admin)
@transaction = transactions(:checking_one)
@account = @transaction.account
@recent_transactions = @user.family.transactions.ordered.limit(20).to_a
end
test "should get index" do
test "should get paginated index with most recent transactions first" do
get transactions_url
assert_response :success
@recent_transactions.first(10).each do |transaction|
assert_dom "#" + dom_id(transaction), count: 1
end
end
test "transaction count represents filtered total" do
get transactions_url
assert_dom "#total-transactions", count: 1, text: @user.family.transactions.count.to_s
new_transaction = @user.family.accounts.first.transactions.create! \
name: "Transaction to search for",
date: Date.current,
amount: 0
get transactions_url(q: { search: new_transaction.name })
# Only finds 1 transaction that matches filter
assert_dom "#" + dom_id(new_transaction), count: 1
assert_dom "#total-transactions", count: 1, text: "1"
end
test "can navigate to paginated result" do
get transactions_url(page: 2)
assert_response :success
@recent_transactions[10, 10].each do |transaction|
assert_dom "#" + dom_id(transaction), count: 1
end
end
test "loads last page when page is out of range" do
user_oldest_transaction = @user.family.transactions.ordered.last
get transactions_url(page: 9999999999)
assert_response :success
assert_dom "#" + dom_id(user_oldest_transaction), count: 1
end
test "should get new" do
@ -24,35 +61,25 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
end
test "should create transaction" do
name = "transaction_name"
account = @user.family.accounts.first
transaction_params = {
account_id: account.id,
amount: 100.45,
currency: "USD",
date: Date.current,
name: "Test transaction"
}
assert_difference("Transaction.count") do
post transactions_url, params: { transaction: { account_id: @transaction.account_id, amount: @transaction.amount, currency: @transaction.currency, date: @transaction.date, name: } }
post transactions_url, params: { transaction: transaction_params }
end
assert_equal transaction_params[:amount].to_d, Transaction.order(created_at: :desc).first.amount
assert_equal flash[:notice], "New transaction created successfully"
assert_enqueued_with(job: AccountSyncJob)
assert_redirected_to transactions_url
end
test "create should sync account with correct start date" do
assert_enqueued_with(job: AccountSyncJob, args: [ @account, @transaction.date ]) do
post transactions_url, params: { transaction: { account_id: @transaction.account_id, amount: @transaction.amount, currency: @transaction.currency, date: @transaction.date, name: @transaction.name } }
end
end
test "creation preserves decimals" do
assert_difference("Transaction.count") do
post transactions_url, params: { transaction: {
nature: "expense",
account_id: @transaction.account_id,
amount: 123.45,
currency: @transaction.currency,
date: @transaction.date,
name: @transaction.name } }
end
assert_redirected_to transactions_url
assert_equal 123.45.to_d, Transaction.order(created_at: :desc).first.amount
end
test "expenses are positive" do
assert_difference("Transaction.count") do
post transactions_url, params: { transaction: {
@ -88,26 +115,19 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
assert_response :success
end
test "should get edit" do
get edit_transaction_url(@transaction)
assert_response :success
end
test "should update transaction" do
patch transaction_url(@transaction), params: { transaction: { account_id: @transaction.account_id, amount: @transaction.amount, currency: @transaction.currency, date: @transaction.date, name: @transaction.name } }
patch transaction_url(@transaction), params: {
transaction: {
account_id: @transaction.account_id,
amount: @transaction.amount,
currency: @transaction.currency,
date: @transaction.date,
name: @transaction.name
}
}
assert_redirected_to transaction_url(@transaction)
end
test "update should sync account with correct start date" do
new_date = @transaction.date - 1.day
assert_enqueued_with(job: AccountSyncJob, args: [ @account, new_date ]) do
patch transaction_url(@transaction), params: { transaction: { account_id: @transaction.account_id, amount: @transaction.amount, currency: @transaction.currency, date: new_date, name: @transaction.name } }
end
new_date = @transaction.reload.date + 1.day
assert_enqueued_with(job: AccountSyncJob, args: [ @account, @transaction.date ]) do
patch transaction_url(@transaction), params: { transaction: { account_id: @transaction.account_id, amount: @transaction.amount, currency: @transaction.currency, date: new_date, name: @transaction.name } }
end
assert_enqueued_with(job: AccountSyncJob)
end
test "should destroy transaction" do
@ -116,17 +136,6 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
end
assert_redirected_to transactions_url
end
test "destroy should sync account with correct start date" do
first, second = @transaction.account.transactions.order(:date).all
assert_enqueued_with(job: AccountSyncJob, args: [ @account, first.date ]) do
delete transaction_url(second)
end
assert_enqueued_with(job: AccountSyncJob, args: [ @account, nil ]) do
delete transaction_url(first)
end
assert_enqueued_with(job: AccountSyncJob)
end
end