require "test_helper" class AccountTest < ActiveSupport::TestCase include SyncableInterfaceTest, Account::EntriesTestHelper setup do @account = @syncable = accounts(:depository) @family = families(:dylan_family) end test "can destroy" do assert_difference "Account.count", -1 do @account.destroy end end test "groups accounts by type" do result = @family.accounts.by_group(period: Period.all) assets = result[:assets] liabilities = result[:liabilities] assert_equal @family.assets, assets.sum assert_equal @family.liabilities, liabilities.sum depositories = assets.children.find { |group| group.name == "Depository" } properties = assets.children.find { |group| group.name == "Property" } vehicles = assets.children.find { |group| group.name == "Vehicle" } investments = assets.children.find { |group| group.name == "Investment" } other_assets = assets.children.find { |group| group.name == "OtherAsset" } credits = liabilities.children.find { |group| group.name == "CreditCard" } loans = liabilities.children.find { |group| group.name == "Loan" } other_liabilities = liabilities.children.find { |group| group.name == "OtherLiability" } assert_equal 2, depositories.children.count assert_equal 1, properties.children.count assert_equal 1, vehicles.children.count assert_equal 1, investments.children.count assert_equal 1, other_assets.children.count assert_equal 1, credits.children.count assert_equal 1, loans.children.count assert_equal 1, other_liabilities.children.count end test "generates balance series" do assert_equal 2, @account.series.values.count end test "generates balance series with single value if no balances" do @account.balances.delete_all assert_equal 1, @account.series.values.count end test "generates balance series in period" do @account.balances.delete_all @account.balances.create! date: 31.days.ago.to_date, balance: 5000, currency: "USD" # out of period range @account.balances.create! date: 30.days.ago.to_date, balance: 5000, currency: "USD" # in range assert_equal 1, @account.series(period: Period.last_30_days).values.count end test "generates empty series if no balances and no exchange rate" do with_env_overrides SYNTH_API_KEY: nil do assert_equal 0, @account.series(currency: "NZD").values.count end end test "auto-matches transfers" do outflow_entry = create_transaction(date: 1.day.ago.to_date, account: @account, amount: 500) inflow_entry = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -500) assert_difference -> { Transfer.count } => 1 do @account.auto_match_transfers! end end # In this scenario, our matching logic should find 4 potential matches. These matches should be ranked based on # days apart, then de-duplicated so that we aren't auto-matching the same transaction across multiple transfers. test "when 2 options exist, only auto-match one at a time, ranked by days apart" do yesterday_outflow = create_transaction(date: 1.day.ago.to_date, account: @account, amount: 500) yesterday_inflow = create_transaction(date: 1.day.ago.to_date, account: accounts(:credit_card), amount: -500) today_outflow = create_transaction(date: Date.current, account: @account, amount: 500) today_inflow = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -500) assert_difference -> { Transfer.count } => 2 do @account.auto_match_transfers! end end test "does not auto-match any transfers that have been rejected by user already" do outflow = create_transaction(date: Date.current, account: @account, amount: 500) inflow = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -500) RejectedTransfer.create!(inflow_transaction_id: inflow.entryable_id, outflow_transaction_id: outflow.entryable_id) assert_no_difference -> { Transfer.count } do @account.auto_match_transfers! end end test "transfer_match_candidates only matches between active accounts" do active_account = accounts(:depository) another_active_account = accounts(:credit_card) inactive_account = accounts(:investment) inactive_account.update!(is_active: false) # Create matching transactions active_inflow = active_account.entries.create!( date: Date.current, amount: -100, currency: "USD", name: "Test transfer", entryable: Account::Transaction.new ) active_outflow = another_active_account.entries.create!( date: Date.current, amount: 100, currency: "USD", name: "Test transfer", entryable: Account::Transaction.new ) inactive_outflow = inactive_account.entries.create!( date: Date.current, amount: 100, currency: "USD", name: "Test transfer", entryable: Account::Transaction.new ) # Should find matches between active accounts candidates = active_account.transfer_match_candidates assert_includes candidates.map(&:outflow_transaction_id), active_outflow.entryable_id # Should not match with inactive account assert_not_includes candidates.map(&:outflow_transaction_id), inactive_outflow.entryable_id end end