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Code Issues Releases Activity Actions

Transaction transfers, payments, and matching (#883)

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* 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
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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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38
test/models/account/syncable_test.rb
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@ -4,7 +4,7 @@ class Account::SyncableTest < ActiveSupport::TestCase
include ActiveJob::TestHelper
setup do
@account = accounts(:savings_with_valuation_overrides)
@account = accounts(:savings)
end
test "triggers sync job" do
@ -14,27 +14,27 @@ class Account::SyncableTest < ActiveSupport::TestCase
end
test "account has no balances until synced" do
account = accounts(:savings_with_valuation_overrides)
account = accounts(:savings)
assert_equal 0, account.balances.count
end
test "account has balances after syncing" do
account = accounts(:savings_with_valuation_overrides)
account = accounts(:savings)
account.sync
assert_equal 31, account.balances.count
assert_equal 32, account.balances.count
end
test "partial sync with missing historical balances performs a full sync" do
account = accounts(:savings_with_valuation_overrides)
account = accounts(:savings)
account.sync 10.days.ago.to_date
assert_equal 31, account.balances.count
assert_equal 32, account.balances.count
end
test "balances are updated after syncing" do
account = accounts(:savings_with_valuation_overrides)
account = accounts(:savings)
balance_date = 10.days.ago
account.balances.create!(date: balance_date, balance: 1000)
account.sync
@ -43,7 +43,7 @@ class Account::SyncableTest < ActiveSupport::TestCase
end
test "balances before sync start date are not updated after syncing" do
account = accounts(:savings_with_valuation_overrides)
account = accounts(:savings)
balance_date = 10.days.ago
account.balances.create!(date: balance_date, balance: 1000)
account.sync 5.days.ago.to_date
@ -52,7 +52,7 @@ class Account::SyncableTest < ActiveSupport::TestCase
end
test "balances after sync start date are updated after syncing" do
account = accounts(:savings_with_valuation_overrides)
account = accounts(:savings)
balance_date = 10.days.ago
account.balances.create!(date: balance_date, balance: 1000)
account.sync 20.days.ago.to_date
@ -61,7 +61,7 @@ class Account::SyncableTest < ActiveSupport::TestCase
end
test "balance on the sync date is updated after syncing" do
account = accounts(:savings_with_valuation_overrides)
account = accounts(:savings)
balance_date = 5.days.ago
account.balances.create!(date: balance_date, balance: 1000)
account.sync balance_date.to_date
@ -73,13 +73,13 @@ class Account::SyncableTest < ActiveSupport::TestCase
account = accounts(:eur_checking)
account.sync
assert_equal 62, account.balances.count
assert_equal 31, account.balances.where(currency: "EUR").count
assert_equal 31, account.balances.where(currency: "USD").count
assert_equal 64, account.balances.count
assert_equal 32, account.balances.where(currency: "EUR").count
assert_equal 32, account.balances.where(currency: "USD").count
end
test "stale balances are purged after syncing" do
account = accounts(:savings_with_valuation_overrides)
account = accounts(:savings)
# Create old, stale balances that should be purged (since they are before account start date)
account.balances.create!(date: 1.year.ago, balance: 1000)
@ -88,14 +88,6 @@ class Account::SyncableTest < ActiveSupport::TestCase
account.sync
assert_equal 31, account.balances.count
end
test "account balance is updated after sync" do
account = accounts(:savings_with_valuation_overrides)
assert_changes -> { account.balance }, to: 20500 do
account.sync
end
assert_equal 32, account.balances.count
end
end