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Account::Sync model and test fixture simplifications (#968)
* Add sync model * Fresh fixtures for sync tests * Sync tests overhaul * Fix entry tests * Complete remaining model test updates * Update system tests * Update demo data task * Add system tests back to PR checks * More simplifications, add empty family to fixtures for easier testing
This commit is contained in:
Zach Gollwitzer
GitHub
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de5a2e55b3
commit
c6bdf49f10
60 changed files with 929 additions and 1353 deletions
11
test/fixtures/account/balances.yml
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11
test/fixtures/account/balances.yml
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one:
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date: <%= 2.days.ago.to_date %>
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balance: 4990
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currency: USD
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account: depository
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two:
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date: <%= 1.day.ago.to_date %>
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balance: 4980
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currency: USD
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account: depository
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334
test/fixtures/account/entries.yml
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334
test/fixtures/account/entries.yml
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@ -1,323 +1,39 @@
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# Checking account transactions
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checking_one:
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valuation:
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name: Manual valuation
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date: <%= 4.days.ago.to_date %>
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amount: 4995
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currency: USD
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account: depository
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entryable_type: Account::Valuation
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entryable: one
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transaction:
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name: Starbucks
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date: <%= 5.days.ago.to_date %>
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date: <%= 1.day.ago.to_date %>
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amount: 10
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account: checking
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currency: USD
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account: depository
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entryable_type: Account::Transaction
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entryable: checking_one
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entryable: one
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checking_two:
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name: Chipotle
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date: <%= 12.days.ago.to_date %>
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amount: 30
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account: checking
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currency: USD
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entryable_type: Account::Transaction
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entryable: checking_two
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checking_three:
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name: Amazon
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date: <%= 15.days.ago.to_date %>
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amount: 20
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account: checking
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currency: USD
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entryable_type: Account::Transaction
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entryable: checking_three
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checking_four:
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name: Paycheck
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date: <%= 22.days.ago.to_date %>
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amount: -1075
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account: checking
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currency: USD
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entryable_type: Account::Transaction
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entryable: checking_four
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checking_five:
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name: Netflix
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date: <%= 29.days.ago.to_date %>
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amount: 15
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account: checking
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currency: USD
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entryable_type: Account::Transaction
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entryable: checking_five
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checking_six_payment:
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name: Payment to Credit Card
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date: <%= 29.days.ago.to_date %>
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transfer_out:
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name: Payment to credit card account
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date: <%= 3.days.ago.to_date %>
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amount: 100
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account: checking
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currency: USD
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entryable_type: Account::Transaction
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entryable: checking_six_payment
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account: depository
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marked_as_transfer: true
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transfer: credit_card_payment
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checking_seven_transfer:
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name: Transfer to Savings
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date: <%= 30.days.ago.to_date %>
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amount: 250
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account: checking
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currency: USD
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marked_as_transfer: true
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transfer: savings_transfer
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transfer: one
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entryable_type: Account::Transaction
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entryable: checking_seven_transfer
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entryable: transfer_out
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checking_eight_external_payment:
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name: Transfer TO external CC account (owned by user but not known to app)
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date: <%= 30.days.ago.to_date %>
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amount: 800
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account: checking
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currency: USD
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marked_as_transfer: true
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entryable_type: Account::Transaction
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entryable: checking_eight_external_payment
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checking_nine_external_transfer:
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name: Transfer FROM external investing account (owned by user but not known to app)
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date: <%= 31.days.ago.to_date %>
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amount: -200
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account: checking
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currency: USD
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marked_as_transfer: true
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entryable_type: Account::Transaction
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entryable: checking_nine_external_transfer
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savings_one:
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name: Interest Received
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date: <%= 5.days.ago.to_date %>
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amount: -200
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account: savings
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currency: USD
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entryable_type: Account::Transaction
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entryable: savings_one
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savings_two:
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name: Check Deposit
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date: <%= 12.days.ago.to_date %>
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amount: -50
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account: savings
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currency: USD
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entryable_type: Account::Transaction
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entryable: savings_two
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savings_three:
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name: Withdrawal
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date: <%= 18.days.ago.to_date %>
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amount: 2000
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account: savings
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currency: USD
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entryable_type: Account::Transaction
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entryable: savings_three
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savings_four:
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name: Check Deposit
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date: <%= 29.days.ago.to_date %>
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amount: -500
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account: savings
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currency: USD
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entryable_type: Account::Transaction
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entryable: savings_four
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savings_five_transfer:
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name: Received Transfer from Checking Account
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date: <%= 31.days.ago.to_date %>
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amount: -250
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account: savings
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currency: USD
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marked_as_transfer: true
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transfer: savings_transfer
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entryable_type: Account::Transaction
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entryable: savings_five_transfer
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credit_card_one:
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name: Starbucks
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date: <%= 5.days.ago.to_date %>
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amount: 10
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account: credit_card
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currency: USD
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entryable_type: Account::Transaction
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entryable: credit_card_one
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credit_card_two:
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name: Chipotle
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date: <%= 12.days.ago.to_date %>
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amount: 30
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account: credit_card
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currency: USD
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entryable_type: Account::Transaction
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entryable: credit_card_two
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credit_card_three:
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name: Amazon
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date: <%= 15.days.ago.to_date %>
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amount: 20
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account: credit_card
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currency: USD
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entryable_type: Account::Transaction
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entryable: credit_card_three
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credit_card_four_payment:
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name: Received CC Payment from Checking Account
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date: <%= 31.days.ago.to_date %>
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transfer_in:
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name: Payment received from checking account
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date: <%= 3.days.ago.to_date %>
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amount: -100
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currency: USD
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account: credit_card
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currency: USD
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marked_as_transfer: true
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transfer: credit_card_payment
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transfer: one
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entryable_type: Account::Transaction
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entryable: credit_card_four_payment
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eur_checking_one:
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name: Check
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date: <%= 9.days.ago.to_date %>
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amount: -50
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currency: EUR
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account: eur_checking
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entryable_type: Account::Transaction
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entryable: eur_checking_one
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eur_checking_two:
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name: Shopping trip
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date: <%= 19.days.ago.to_date %>
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amount: 100
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currency: EUR
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account: eur_checking
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entryable_type: Account::Transaction
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entryable: eur_checking_two
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eur_checking_three:
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name: Check
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date: <%= 31.days.ago.to_date %>
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amount: -200
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currency: EUR
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account: eur_checking
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entryable_type: Account::Transaction
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entryable: eur_checking_three
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multi_currency_one:
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name: Outflow 1
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date: <%= 4.days.ago.to_date %>
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amount: 800
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currency: EUR
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account: multi_currency
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entryable_type: Account::Transaction
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entryable: multi_currency_one
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multi_currency_two:
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name: Inflow 1
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date: <%= 9.days.ago.to_date %>
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amount: -50
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currency: USD
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account: multi_currency
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entryable_type: Account::Transaction
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entryable: multi_currency_two
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multi_currency_three:
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name: Outflow 2
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date: <%= 19.days.ago.to_date %>
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amount: 110.85
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currency: EUR
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account: multi_currency
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entryable_type: Account::Transaction
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entryable: multi_currency_three
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multi_currency_four:
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name: Inflow 2
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date: <%= 29.days.ago.to_date %>
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amount: -200
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currency: USD
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account: multi_currency
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entryable_type: Account::Transaction
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entryable: multi_currency_four
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collectable_one_valuation:
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amount: 550
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date: <%= 4.days.ago.to_date %>
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account: collectable
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currency: USD
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entryable_type: Account::Valuation
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entryable: collectable_one
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collectable_two_valuation:
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amount: 700
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date: <%= 12.days.ago.to_date %>
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account: collectable
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currency: USD
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entryable_type: Account::Valuation
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entryable: collectable_two
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collectable_three_valuation:
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amount: 400
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date: <%= 31.days.ago.to_date %>
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account: collectable
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currency: USD
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entryable_type: Account::Valuation
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entryable: collectable_three
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iou_one_valuation:
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amount: 200
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date: <%= 31.days.ago.to_date %>
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account: iou
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currency: USD
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entryable_type: Account::Valuation
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entryable: iou_one
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multi_currency_one_valuation:
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amount: 10200
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date: <%= 31.days.ago.to_date %>
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account: multi_currency
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currency: USD
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entryable_type: Account::Valuation
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entryable: multi_currency_one
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savings_one_valuation:
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amount: 19500
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date: <%= 12.days.ago.to_date %>
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account: savings
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currency: USD
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entryable_type: Account::Valuation
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entryable: savings_one
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savings_two_valuation:
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amount: 21000
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date: <%= 25.days.ago.to_date %>
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account: savings
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currency: USD
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entryable_type: Account::Valuation
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entryable: savings_two
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brokerage_one_valuation:
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amount: 10000
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date: <%= 31.days.ago.to_date %>
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account: brokerage
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currency: USD
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entryable_type: Account::Valuation
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entryable: brokerage_one
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mortgage_loan_one_valuation:
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amount: 500000
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date: <%= 31.days.ago.to_date %>
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account: mortgage_loan
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currency: USD
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entryable_type: Account::Valuation
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entryable: mortgage_loan_one
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house_one_valuation:
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amount: 550000
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date: <%= 31.days.ago.to_date %>
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account: house
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currency: USD
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entryable_type: Account::Valuation
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entryable: house_one
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car_one_valuation:
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amount: 18000
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date: <%= 31.days.ago.to_date %>
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account: car
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currency: USD
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entryable_type: Account::Valuation
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entryable: car_one
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entryable: transfer_in
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13
test/fixtures/account/syncs.yml
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13
test/fixtures/account/syncs.yml
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one:
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account: depository
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status: failed
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start_date: 2024-07-07
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last_ran_at: 2024-07-07 09:03:31
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error: test sync error
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warnings: [ "test warning 1", "test warning 2" ]
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two:
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account: investment
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status: completed
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start_date: 2024-07-07
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last_ran_at: 2024-07-07 09:03:32
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60
test/fixtures/account/transactions.yml
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60
test/fixtures/account/transactions.yml
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# Checking account transactions
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checking_one:
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one:
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category: food_and_drink
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checking_two:
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category: food_and_drink
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checking_three:
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merchant: amazon
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checking_four:
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category: income
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checking_five:
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merchant: netflix
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checking_six_payment: { }
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checking_seven_transfer: { }
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checking_eight_external_payment: { }
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checking_nine_external_transfer: { }
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# Savings account that has transactions and valuation overrides
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savings_one:
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category: income
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savings_two:
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category: income
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savings_three: { }
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savings_four:
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category: income
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savings_five_transfer: { }
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# Credit card account transactions
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credit_card_one:
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category: food_and_drink
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credit_card_two:
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category: food_and_drink
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credit_card_three:
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merchant: amazon
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credit_card_four_payment: { }
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# eur_checking transactions
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eur_checking_one: { }
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eur_checking_two: { }
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eur_checking_three: { }
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# multi_currency transactions
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multi_currency_one: { }
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multi_currency_two: { }
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multi_currency_three: { }
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multi_currency_four: { }
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transfer_out: { }
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transfer_in: { }
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3
test/fixtures/account/transfers.yml
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3
test/fixtures/account/transfers.yml
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credit_card_payment: { }
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savings_transfer: { }
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one: { }
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20
test/fixtures/account/valuations.yml
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20
test/fixtures/account/valuations.yml
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collectable_one: { }
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collectable_two: { }
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collectable_three: { }
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iou_one: { }
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multi_currency_one: { }
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savings_one: { }
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savings_two: { }
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brokerage_one: { }
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mortgage_loan_one: { }
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house_one: { }
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car_one: { }
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one: { }
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two: { }
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