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Transaction transfers, payments, and matching (#883)

* Add transfer model and clean up family snapshot fixtures

* Ignore transfers in income and expense snapshots

* Add transfer validations

* Implement basic transfer matching UI

* Fix merge conflicts

* Add missing translations

* Tweak selection states for transfer types

* Add missing i18n translation
This commit is contained in:
Zach Gollwitzer 2024-06-19 06:52:08 -04:00 committed by GitHub
parent b462bc8f8c
commit ca39b26070
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57 changed files with 991 additions and 427 deletions

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@ -4,7 +4,7 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
setup do
sign_in @user = users(:family_admin)
@transaction = transactions(:checking_one)
@recent_transactions = @user.family.transactions.ordered.limit(20).to_a
@recent_transactions = @user.family.transactions.ordered.where(transfer_id: nil).limit(20).to_a
end
test "should get paginated index with most recent transactions first" do
@ -18,7 +18,7 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
test "transaction count represents filtered total" do
get transactions_url
assert_dom "#total-transactions", count: 1, text: @user.family.transactions.count.to_s
assert_dom "#total-transactions", count: 1, text: @user.family.transactions.select { |t| t.currency == "USD" }.count.to_s
new_transaction = @user.family.accounts.first.transactions.create! \
name: "Transaction to search for",
@ -42,7 +42,7 @@ class TransactionsControllerTest < ActionDispatch::IntegrationTest
end
test "loads last page when page is out of range" do
user_oldest_transaction = @user.family.transactions.ordered.last
user_oldest_transaction = @user.family.transactions.ordered.reject(&:transfer?).last
get transactions_url(page: 9999999999)
assert_response :success

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@ -0,0 +1,33 @@
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(:checking).id,
to_account_id: accounts(:savings).id,
date: Date.current,
amount: 100,
currency: "USD",
name: "Test Transfer"
}
}
end
end
test "can destroy transfer" do
assert_difference -> { Transfer.count } => -1, -> { Transaction.count } => 0 do
delete transfer_url(transfers(:credit_card_payment))
end
end
end