require "test_helper" class Account::CurrentBalanceManagerTest < ActiveSupport::TestCase setup do @connected_account = accounts(:connected) # Connected account - can update current balance @manual_account = accounts(:depository) # Manual account - cannot update current balance end test "when no existing anchor, creates new anchor" do manager = Account::CurrentBalanceManager.new(@connected_account) assert_difference -> { @connected_account.entries.count } => 1, -> { @connected_account.valuations.count } => 1 do result = manager.set_current_balance(1000) assert result.success? assert result.changes_made? assert_nil result.error end current_anchor = @connected_account.valuations.current_anchor.first assert_not_nil current_anchor assert_equal 1000, current_anchor.entry.amount assert_equal "current_anchor", current_anchor.kind entry = current_anchor.entry assert_equal 1000, entry.amount assert_equal Date.current, entry.date assert_equal "Current balance", entry.name # Depository type returns "Current balance" end test "updates existing anchor" do # First create a current anchor manager = Account::CurrentBalanceManager.new(@connected_account) result = manager.set_current_balance(1000) assert result.success? current_anchor = @connected_account.valuations.current_anchor.first original_id = current_anchor.id original_entry_id = current_anchor.entry.id # Travel to tomorrow to ensure date change travel_to Date.current + 1.day do # Now update it assert_no_difference -> { @connected_account.entries.count } do assert_no_difference -> { @connected_account.valuations.count } do result = manager.set_current_balance(2000) assert result.success? assert result.changes_made? end end current_anchor.reload assert_equal original_id, current_anchor.id # Same valuation record assert_equal original_entry_id, current_anchor.entry.id # Same entry record assert_equal 2000, current_anchor.entry.amount assert_equal Date.current, current_anchor.entry.date # Should be updated to current date end end test "when manual account, raises InvalidOperation error" do manager = Account::CurrentBalanceManager.new(@manual_account) error = assert_raises(Account::CurrentBalanceManager::InvalidOperation) do manager.set_current_balance(1000) end assert_equal "Manual accounts cannot set current balance anchor. Set opening balance or use a reconciliation instead.", error.message # Verify no current anchor was created assert_nil @manual_account.valuations.current_anchor.first end test "when no changes made, returns success with no changes made" do # First create a current anchor manager = Account::CurrentBalanceManager.new(@connected_account) result = manager.set_current_balance(1000) assert result.success? assert result.changes_made? # Try to set the same value on the same date result = manager.set_current_balance(1000) assert result.success? assert_not result.changes_made? assert_nil result.error end test "updates only amount when balance changes" do manager = Account::CurrentBalanceManager.new(@connected_account) # Create initial anchor result = manager.set_current_balance(1000) assert result.success? current_anchor = @connected_account.valuations.current_anchor.first original_date = current_anchor.entry.date # Update only the balance result = manager.set_current_balance(1500) assert result.success? assert result.changes_made? current_anchor.reload assert_equal 1500, current_anchor.entry.amount assert_equal original_date, current_anchor.entry.date # Date should remain the same if on same day end test "updates date when called on different day" do manager = Account::CurrentBalanceManager.new(@connected_account) # Create initial anchor result = manager.set_current_balance(1000) assert result.success? current_anchor = @connected_account.valuations.current_anchor.first original_amount = current_anchor.entry.amount # Travel to tomorrow and update with same balance travel_to Date.current + 1.day do result = manager.set_current_balance(1000) assert result.success? assert result.changes_made? # Should be true because date changed current_anchor.reload assert_equal original_amount, current_anchor.entry.amount assert_equal Date.current, current_anchor.entry.date # Should be updated to new current date end end test "current_balance returns balance from current anchor" do manager = Account::CurrentBalanceManager.new(@connected_account) # Create a current anchor manager.set_current_balance(1500) # Should return the anchor's balance assert_equal 1500, manager.current_balance # Update the anchor manager.set_current_balance(2500) # Should return the updated balance assert_equal 2500, manager.current_balance end test "current_balance falls back to account balance when no anchor exists" do manager = Account::CurrentBalanceManager.new(@connected_account) # When no current anchor exists, should fall back to account.balance assert_equal @connected_account.balance, manager.current_balance end end