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Centralize entry naming (#2454)
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* Centralize entry naming

* Lint fixes, code style
This commit is contained in:
Zach Gollwitzer 2025-07-10 18:40:38 -04:00 committed by GitHub
parent afbfb474c2
commit 9110ab27d2
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GPG key ID: B5690EEEBB952194
12 changed files with 187 additions and 16 deletions

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@ -23,7 +23,7 @@ class ValuationsControllerTest < ActionDispatch::IntegrationTest
end
created_entry = Entry.order(created_at: :desc).first
assert_equal "Manual account value update", created_entry.name
assert_equal "Manual value update", created_entry.name
assert_equal Date.current, created_entry.date
assert_equal account.balance + 100, created_entry.amount_money.to_f

23
test/models/trade_test.rb Normal file
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@ -0,0 +1,23 @@
require "test_helper"
class TradeTest < ActiveSupport::TestCase
test "build_name generates buy trade name" do
name = Trade.build_name("buy", 10, "AAPL")
assert_equal "Buy 10.0 shares of AAPL", name
end
test "build_name generates sell trade name" do
name = Trade.build_name("sell", 5, "MSFT")
assert_equal "Sell 5.0 shares of MSFT", name
end
test "build_name handles absolute value for negative quantities" do
name = Trade.build_name("sell", -5, "GOOGL")
assert_equal "Sell 5.0 shares of GOOGL", name
end
test "build_name handles decimal quantities" do
name = Trade.build_name("buy", 0.25, "BTC")
assert_equal "Buy 0.25 shares of BTC", name
end
end

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@ -0,0 +1,66 @@
require "test_helper"
class Valuation::NameTest < ActiveSupport::TestCase
# Opening anchor tests
test "generates opening anchor name for Property" do
name = Valuation::Name.new("opening_anchor", "Property")
assert_equal "Original purchase price", name.to_s
end
test "generates opening anchor name for Loan" do
name = Valuation::Name.new("opening_anchor", "Loan")
assert_equal "Original principal", name.to_s
end
test "generates opening anchor name for Investment" do
name = Valuation::Name.new("opening_anchor", "Investment")
assert_equal "Opening account value", name.to_s
end
test "generates opening anchor name for other account types" do
name = Valuation::Name.new("opening_anchor", "Depository")
assert_equal "Opening balance", name.to_s
end
# Current anchor tests
test "generates current anchor name for Property" do
name = Valuation::Name.new("current_anchor", "Property")
assert_equal "Current market value", name.to_s
end
test "generates current anchor name for Loan" do
name = Valuation::Name.new("current_anchor", "Loan")
assert_equal "Current loan balance", name.to_s
end
test "generates current anchor name for Investment" do
name = Valuation::Name.new("current_anchor", "Investment")
assert_equal "Current account value", name.to_s
end
test "generates current anchor name for other account types" do
name = Valuation::Name.new("current_anchor", "Depository")
assert_equal "Current balance", name.to_s
end
# Reconciliation tests
test "generates recon name for Property" do
name = Valuation::Name.new("reconciliation", "Property")
assert_equal "Manual value update", name.to_s
end
test "generates recon name for Investment" do
name = Valuation::Name.new("reconciliation", "Investment")
assert_equal "Manual value update", name.to_s
end
test "generates recon name for Loan" do
name = Valuation::Name.new("reconciliation", "Loan")
assert_equal "Manual principal update", name.to_s
end
test "generates recon name for other account types" do
name = Valuation::Name.new("reconciliation", "Depository")
assert_equal "Manual balance update", name.to_s
end
end

View file

@ -31,7 +31,7 @@ class TradesTest < ApplicationSystemTestCase
visit_trades
within_trades do
assert_text "Buy #{shares_qty} shares of AAPL"
assert_text "Buy #{shares_qty}.0 shares of AAPL"
end
end
@ -52,7 +52,7 @@ class TradesTest < ApplicationSystemTestCase
visit_trades
within_trades do
assert_text "Sell #{qty} shares of AAPL"
assert_text "Sell #{qty}.0 shares of AAPL"
end
end