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Maybe/test/system/transfers_test.rb
Zach Gollwitzer 47523f64c2
Investment Portfolio Sync (#974)
* Add investment portfolio models

* Add portfolio to demo data

* Setup initial tests

* Rough sketch of sync logic

* Clean up trade sync logic

* Add trade validation

* Integrate trades into sync process
2024-07-16 09:26:49 -04:00

89 lines
2.2 KiB
Ruby

require "application_system_test_case"
class TransfersTest < ApplicationSystemTestCase
setup do
sign_in @user = users(:family_admin)
visit transactions_url
end
test "can create a transfer" do
checking_name = accounts(:depository).name
savings_name = accounts(:credit_card).name
transfer_date = Date.current
click_on "New transaction"
# Will navigate to different route in same modal
click_on "Transfer"
assert_text "New transfer"
fill_in "Description", with: "Transfer txn name"
select checking_name, from: "From"
select savings_name, from: "To"
fill_in "account_transfer[amount]", with: 500
fill_in "Date", with: transfer_date
click_button "Create transfer"
within "#entry-group-" + transfer_date.to_s do
assert_text "Transfer from"
end
end
test "can match 2 transactions and create a transfer" do
transfer_date = Date.current
outflow = accounts(:depository).entries.create! \
name: "Outflow from checking account",
date: transfer_date,
amount: 100,
currency: "USD",
entryable: Account::Transaction.new
inflow = accounts(:credit_card).entries.create! \
name: "Inflow to cc account",
date: transfer_date,
amount: -100,
currency: "USD",
entryable: Account::Transaction.new
visit transactions_url
transaction_entry_checkbox(inflow).check
transaction_entry_checkbox(outflow).check
bulk_transfer_action_button.click
click_on "Mark as transfers"
within "#entry-group-" + transfer_date.to_s do
assert_text "Transfer from"
end
end
test "can mark a single transaction as a transfer" do
txn = @user.family.entries.account_transactions.reverse_chronological.first
within "#" + dom_id(txn) do
assert_text txn.account_transaction.category.name || "Uncategorized"
end
transaction_entry_checkbox(txn).check
bulk_transfer_action_button.click
click_on "Mark as transfers"
within "#" + dom_id(txn) do
assert_no_text "Uncategorized"
end
end
private
def transaction_entry_checkbox(transaction_entry)
find("#" + dom_id(transaction_entry, "selection"))
end
def bulk_transfer_action_button
find("#bulk-transfer-btn")
end
end