mirror of
https://github.com/maybe-finance/maybe.git
synced 2025-07-19 05:09:38 +02:00
49c353e10c
* Start tests rework * Cash balance on schema * Add reverse syncer * Reverse balance sync with holdings * Reverse holdings sync * Reverse holdings sync should work with only trade entries * Consolidate brokerage cash * Add forward sync option * Update new balance info after syncs * Intraday balance calculator and sync fixes * Show only balance for trade entries * Tests passing * Update Gemfile.lock * Cleanup, performance improvements * Remove account reloads for reliable sync outputs * Simplify valuation view logic * Special handling for Plaid cash holding
237 lines
7.2 KiB
Ruby
237 lines
7.2 KiB
Ruby
require "application_system_test_case"
|
|
|
|
class TransactionsTest < ApplicationSystemTestCase
|
|
setup do
|
|
sign_in @user = users(:family_admin)
|
|
|
|
Account::Entry.delete_all # clean slate
|
|
|
|
@uncategorized_transaction = create_transaction("one", 12.days.ago.to_date, 100)
|
|
create_transaction("two", 10.days.ago.to_date, 100)
|
|
create_transaction("three", 9.days.ago.to_date, 100)
|
|
create_transaction("four", 8.days.ago.to_date, 100)
|
|
create_transaction("five", 7.days.ago.to_date, 100)
|
|
create_transaction("six", 7.days.ago.to_date, 100)
|
|
create_transaction("seven", 4.days.ago.to_date, 100)
|
|
create_transaction("eight", 3.days.ago.to_date, 100)
|
|
create_transaction("nine", 1.days.ago.to_date, 100)
|
|
create_transaction("ten", 1.days.ago.to_date, 100)
|
|
create_transaction("eleven", Date.current, 100, category: categories(:food_and_drink), tags: [ tags(:one) ], merchant: merchants(:amazon))
|
|
|
|
@transactions = @user.family.entries
|
|
.account_transactions
|
|
.reverse_chronological
|
|
|
|
@transaction = @transactions.first
|
|
|
|
@page_size = 10
|
|
|
|
visit transactions_url(per_page: @page_size)
|
|
end
|
|
|
|
test "can search for a transaction" do
|
|
assert_selector "h1", text: "Transactions"
|
|
|
|
within "form#transactions-search" do
|
|
fill_in "Search transactions by name", with: @transaction.name
|
|
end
|
|
|
|
assert_selector "#" + dom_id(@transaction), count: 1
|
|
|
|
within "#transaction-search-filters" do
|
|
assert_text @transaction.name
|
|
end
|
|
end
|
|
|
|
test "can open filters and apply one or more" do
|
|
find("#transaction-filters-button").click
|
|
|
|
within "#transaction-filters-menu" do
|
|
check(@transaction.account.name)
|
|
click_button "Category"
|
|
check(@transaction.account_transaction.category.name)
|
|
click_button "Apply"
|
|
end
|
|
|
|
assert_selector "#" + dom_id(@transaction), count: 1
|
|
|
|
within "#transaction-search-filters" do
|
|
assert_text @transaction.account.name
|
|
assert_text @transaction.account_transaction.category.name
|
|
end
|
|
end
|
|
|
|
test "can filter uncategorized transactions" do
|
|
find("#transaction-filters-button").click
|
|
|
|
within "#transaction-filters-menu" do
|
|
click_button "Category"
|
|
check("Uncategorized")
|
|
click_button "Apply"
|
|
end
|
|
|
|
assert_selector "#" + dom_id(@uncategorized_transaction), count: 1
|
|
assert_no_selector("#" + dom_id(@transaction))
|
|
|
|
find("#transaction-filters-button").click
|
|
|
|
within "#transaction-filters-menu" do
|
|
click_button "Category"
|
|
check(@transaction.account_transaction.category.name)
|
|
click_button "Apply"
|
|
end
|
|
|
|
assert_selector "#" + dom_id(@transaction), count: 1
|
|
assert_selector "#" + dom_id(@uncategorized_transaction), count: 1
|
|
end
|
|
|
|
test "all filters work and empty state shows if no match" do
|
|
find("#transaction-filters-button").click
|
|
|
|
account = @transaction.account
|
|
category = @transaction.account_transaction.category
|
|
merchant = @transaction.account_transaction.merchant
|
|
|
|
within "#transaction-filters-menu" do
|
|
click_button "Account"
|
|
check(account.name)
|
|
|
|
click_button "Date"
|
|
fill_in "q_start_date", with: 10.days.ago.to_date
|
|
fill_in "q_end_date", with: 1.day.ago.to_date
|
|
|
|
click_button "Type"
|
|
check("Income")
|
|
|
|
click_button "Amount"
|
|
select "Less than"
|
|
fill_in "q_amount", with: 200
|
|
|
|
click_button "Category"
|
|
check(category.name)
|
|
|
|
click_button "Merchant"
|
|
check(merchant.name)
|
|
|
|
click_button "Apply"
|
|
end
|
|
|
|
assert_text "No entries found"
|
|
|
|
# Page reload doesn't affect results
|
|
visit current_url
|
|
|
|
assert_text "No entries found"
|
|
|
|
within "ul#transaction-search-filters" do
|
|
find("li", text: account.name).first("a").click
|
|
find("li", text: "on or after #{10.days.ago.to_date}").first("a").click
|
|
find("li", text: "on or before #{1.day.ago.to_date}").first("a").click
|
|
find("li", text: "Income").first("a").click
|
|
find("li", text: "less than 200").first("a").click
|
|
find("li", text: category.name).first("a").click
|
|
find("li", text: merchant.name).first("a").click
|
|
end
|
|
|
|
assert_selector "#" + dom_id(@transaction), count: 1
|
|
end
|
|
|
|
test "can select and deselect entire page of transactions" do
|
|
all_transactions_checkbox.check
|
|
assert_selection_count(number_of_transactions_on_page)
|
|
all_transactions_checkbox.uncheck
|
|
assert_selection_count(0)
|
|
end
|
|
|
|
test "can select and deselect groups of transactions" do
|
|
date_transactions_checkbox(1.day.ago.to_date).check
|
|
assert_selection_count(2)
|
|
|
|
date_transactions_checkbox(1.day.ago.to_date).uncheck
|
|
assert_selection_count(0)
|
|
end
|
|
|
|
test "can select and deselect individual transactions" do
|
|
transaction_checkbox(@transactions.first).check
|
|
assert_selection_count(1)
|
|
transaction_checkbox(@transactions.second).check
|
|
assert_selection_count(2)
|
|
transaction_checkbox(@transactions.second).uncheck
|
|
assert_selection_count(1)
|
|
end
|
|
|
|
test "outermost group always overrides inner selections" do
|
|
transaction_checkbox(@transactions.first).check
|
|
assert_selection_count(1)
|
|
|
|
all_transactions_checkbox.check
|
|
assert_selection_count(number_of_transactions_on_page)
|
|
|
|
transaction_checkbox(@transactions.first).uncheck
|
|
assert_selection_count(number_of_transactions_on_page - 1)
|
|
|
|
date_transactions_checkbox(1.day.ago.to_date).uncheck
|
|
assert_selection_count(number_of_transactions_on_page - 3)
|
|
|
|
all_transactions_checkbox.uncheck
|
|
assert_selection_count(0)
|
|
end
|
|
|
|
|
|
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)
|
|
transfer_date = Date.current
|
|
visit account_url(investment_account, tab: "activity")
|
|
within "[data-testid='activity-menu']" do
|
|
click_on "New"
|
|
click_on "New transaction"
|
|
end
|
|
select "Deposit", from: "Type"
|
|
fill_in "Date", with: transfer_date
|
|
fill_in "account_entry[amount]", with: 175.25
|
|
click_button "Add transaction"
|
|
within "#entry-group-" + transfer_date.to_s do
|
|
assert_text "175.25"
|
|
end
|
|
end
|
|
|
|
private
|
|
|
|
def create_transaction(name, date, amount, category: nil, merchant: nil, tags: [])
|
|
account = accounts(:depository)
|
|
|
|
account.entries.create! \
|
|
name: name,
|
|
date: date,
|
|
amount: amount,
|
|
currency: "USD",
|
|
entryable: Account::Transaction.new(category: category, merchant: merchant, tags: tags)
|
|
end
|
|
|
|
def number_of_transactions_on_page
|
|
[ @user.family.entries.without_transfers.count, @page_size ].min
|
|
end
|
|
|
|
def all_transactions_checkbox
|
|
find("#selection_entry")
|
|
end
|
|
|
|
def date_transactions_checkbox(date)
|
|
find("#selection_entry_#{date}")
|
|
end
|
|
|
|
def transaction_checkbox(transaction)
|
|
find("#" + dom_id(transaction, "selection"))
|
|
end
|
|
|
|
def assert_selection_count(count)
|
|
if count == 0
|
|
assert_no_selector("#entry-selection-bar")
|
|
else
|
|
within "#entry-selection-bar" do
|
|
assert_text "#{count} transaction#{count == 1 ? "" : "s"} selected"
|
|
end
|
|
end
|
|
end
|
|
end
|