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https://github.com/maybe-finance/maybe.git
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c1d98fe73b
* Add kind field to valuation * Fix schema conflict * Add kind to valuation * Scaffold opening balance manager * Opening balance manager implementation * Update account import to use opening balance manager + tests * Update account to use opening balance manager * Fix test assertions, usage of current balance manager * Lint fixes * Add Opening Balance manager, add tests to forward calculator * Add credit card to "all cash" designation * Simplify valuation model * Add current balance manager with tests * Add current balance logic to reverse calculator and plaid sync * Tweaks to initial calc logic * Ledger testing helper, tweak assertions for reverse calculator * Update test assertions * Extract balance transformer, simplify calculators * Algo simplifications * Final tweaks to calculators * Cleanup * Fix error, propagate sync errors up to parent * Update migration script, valuation naming
92 lines
2.6 KiB
Ruby
92 lines
2.6 KiB
Ruby
require "test_helper"
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class AccountImportTest < ActiveSupport::TestCase
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include ActiveJob::TestHelper, ImportInterfaceTest
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setup do
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@subject = @import = imports(:account)
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end
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test "import creates accounts with valuations" do
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import_csv = <<~CSV
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type,name,amount,currency
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depository,Main Checking,1000.00,USD
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depository,Savings Account,5000.00,USD
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CSV
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@import.update!(
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raw_file_str: import_csv,
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entity_type_col_label: "type",
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name_col_label: "name",
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amount_col_label: "amount",
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currency_col_label: "currency"
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)
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@import.generate_rows_from_csv
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# Create mappings for account types
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@import.mappings.create! key: "depository", value: "Depository", type: "Import::AccountTypeMapping"
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@import.reload
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# Store initial counts
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initial_account_count = Account.count
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initial_entry_count = Entry.count
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initial_valuation_count = Valuation.count
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# Perform the import
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@import.publish
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# Check if import succeeded
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if @import.failed?
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fail "Import failed with error: #{@import.error}"
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end
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assert_equal "complete", @import.status
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# Check the differences
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assert_equal initial_account_count + 2, Account.count, "Expected 2 new accounts"
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assert_equal initial_entry_count + 2, Entry.count, "Expected 2 new entries"
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assert_equal initial_valuation_count + 2, Valuation.count, "Expected 2 new valuations"
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# Verify accounts were created correctly
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accounts = @import.accounts.order(:name)
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assert_equal [ "Main Checking", "Savings Account" ], accounts.pluck(:name)
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assert_equal [ 1000.00, 5000.00 ], accounts.map { |a| a.balance.to_f }
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# Verify valuations were created with correct fields
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accounts.each do |account|
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valuation = account.valuations.last
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assert_not_nil valuation
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assert_equal "opening_anchor", valuation.kind
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assert_equal account.balance, valuation.entry.amount
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end
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end
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test "column_keys returns expected keys" do
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assert_equal %i[entity_type name amount currency], @import.column_keys
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end
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test "required_column_keys returns expected keys" do
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assert_equal %i[name amount], @import.required_column_keys
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end
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test "mapping_steps returns account type mapping" do
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assert_equal [ Import::AccountTypeMapping ], @import.mapping_steps
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end
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test "dry_run returns expected counts" do
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@import.rows.create!(
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entity_type: "depository",
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name: "Test Account",
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amount: "1000.00",
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currency: "USD"
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)
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assert_equal({ accounts: 1 }, @import.dry_run)
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end
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test "max_row_count is limited to 50" do
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assert_equal 50, @import.max_row_count
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end
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end
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