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Account:: namespace simplifications and cleanup (#2110)

* Flatten Holding model

* Flatten balance model

* Entries domain renames

* Fix valuations reference

* Fix trades stream

* Fix brakeman warnings

* Fix tests

* Replace existing entryable type references in DB
This commit is contained in:
Zach Gollwitzer 2025-04-14 11:40:34 -04:00 committed by GitHub
parent f181ba941f
commit e657c40d19
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GPG key ID: B5690EEEBB952194
172 changed files with 1297 additions and 1258 deletions

View file

@ -22,11 +22,11 @@ class TradesTest < ApplicationSystemTestCase
fill_in "Ticker symbol", with: "AAPL"
fill_in "Date", with: Date.current
fill_in "Quantity", with: shares_qty
fill_in "account_entry[price]", with: 214.23
fill_in "entry[price]", with: 214.23
click_button "Add transaction"
visit_account_trades
visit_trades
within_trades do
assert_text "Purchase 10 shares of AAPL"
@ -43,11 +43,11 @@ class TradesTest < ApplicationSystemTestCase
fill_in "Ticker symbol", with: aapl.ticker
fill_in "Date", with: Date.current
fill_in "Quantity", with: aapl.qty
fill_in "account_entry[price]", with: 215.33
fill_in "entry[price]", with: 215.33
click_button "Add transaction"
visit_account_trades
visit_trades
within_trades do
assert_text "Sell #{aapl.qty.round} shares of AAPL"
@ -64,7 +64,7 @@ class TradesTest < ApplicationSystemTestCase
within "#" + dom_id(@account, "entries"), &block
end
def visit_account_trades
def visit_trades
visit account_path(@account, tab: "activity")
end

View file

@ -4,7 +4,7 @@ class TransactionsTest < ApplicationSystemTestCase
setup do
sign_in @user = users(:family_admin)
Account::Entry.delete_all # clean slate
Entry.delete_all # clean slate
create_transaction("one", 12.days.ago.to_date, 100)
create_transaction("two", 10.days.ago.to_date, 100)
@ -19,7 +19,7 @@ class TransactionsTest < ApplicationSystemTestCase
create_transaction("eleven", Date.current, 100, category: categories(:food_and_drink), tags: [ tags(:one) ], merchant: merchants(:amazon))
@transactions = @user.family.entries
.account_transactions
.transactions
.reverse_chronological
@transaction = @transactions.first
@ -49,7 +49,7 @@ class TransactionsTest < ApplicationSystemTestCase
within "#transaction-filters-menu" do
check(@transaction.account.name)
click_button "Category"
check(@transaction.account_transaction.category.name)
check(@transaction.transaction.category.name)
click_button "Apply"
end
@ -57,7 +57,7 @@ class TransactionsTest < ApplicationSystemTestCase
within "#transaction-search-filters" do
assert_text @transaction.account.name
assert_text @transaction.account_transaction.category.name
assert_text @transaction.transaction.category.name
end
end
@ -77,7 +77,7 @@ class TransactionsTest < ApplicationSystemTestCase
within "#transaction-filters-menu" do
click_button "Category"
check(@transaction.account_transaction.category.name)
check(@transaction.transaction.category.name)
click_button "Apply"
end
@ -89,8 +89,8 @@ class TransactionsTest < ApplicationSystemTestCase
find("#transaction-filters-button").click
account = @transaction.account
category = @transaction.account_transaction.category
merchant = @transaction.account_transaction.merchant
category = @transaction.transaction.category
merchant = @transaction.transaction.merchant
within "#transaction-filters-menu" do
click_button "Account"
@ -180,7 +180,7 @@ class TransactionsTest < ApplicationSystemTestCase
test "can create deposit transaction for investment account" do
investment_account = accounts(:investment)
investment_account.entries.create!(name: "Investment account", date: Date.current, amount: 1000, currency: "USD", entryable: Account::Transaction.new)
investment_account.entries.create!(name: "Investment account", date: Date.current, amount: 1000, currency: "USD", entryable: Transaction.new)
transfer_date = Date.current
visit account_url(investment_account, tab: "activity")
within "[data-testid='activity-menu']" do
@ -189,7 +189,7 @@ class TransactionsTest < ApplicationSystemTestCase
end
select "Deposit", from: "Type"
fill_in "Date", with: transfer_date
fill_in "account_entry[amount]", with: 175.25
fill_in "entry[amount]", with: 175.25
click_button "Add transaction"
within "#entry-group-" + transfer_date.to_s do
assert_text "175.25"
@ -218,7 +218,7 @@ class TransactionsTest < ApplicationSystemTestCase
date: date,
amount: amount,
currency: "USD",
entryable: Account::Transaction.new(category: category, merchant: merchant, tags: tags)
entryable: Transaction.new(category: category, merchant: merchant, tags: tags)
end
def number_of_transactions_on_page