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Maybe/test/models/rule/action_test.rb
Alex Hatzenbuhler 60c3a04a48
Add rule option to change transaction name (#2175)
* Add change name rule for transaction

* Use HTML template in the ERB, clone and inject those templates from the stimulus controller

* Put back the ai_enabled check

* Update docs

* Example of what no case statement would look like

* Remove action_type and needs_value now that controller is injecting templates/hiding action target

* add "to" to template, improve no-option selection, ensure text box is cleared
2025-05-06 12:11:56 -04:00

103 lines
3 KiB
Ruby

require "test_helper"
class Rule::ActionTest < ActiveSupport::TestCase
include EntriesTestHelper
setup do
@family = families(:dylan_family)
@transaction_rule = rules(:one)
@account = @family.accounts.create!(name: "Rule test", balance: 1000, currency: "USD", accountable: Depository.new)
@grocery_category = @family.categories.create!(name: "Grocery")
@whole_foods_merchant = @family.merchants.create!(name: "Whole Foods", type: "FamilyMerchant")
# Some sample transactions to work with
@txn1 = create_transaction(date: Date.current, account: @account, amount: 100, name: "Rule test transaction1", merchant: @whole_foods_merchant).transaction
@txn2 = create_transaction(date: Date.current, account: @account, amount: -200, name: "Rule test transaction2").transaction
@txn3 = create_transaction(date: 1.day.ago.to_date, account: @account, amount: 50, name: "Rule test transaction3").transaction
@rule_scope = @account.transactions
end
test "set_transaction_category" do
# Does not modify transactions that are locked (user edited them)
@txn1.lock!(:category_id)
action = Rule::Action.new(
rule: @transaction_rule,
action_type: "set_transaction_category",
value: @grocery_category.id
)
action.apply(@rule_scope)
assert_nil @txn1.reload.category
[ @txn2, @txn3 ].each do |transaction|
assert_equal @grocery_category.id, transaction.reload.category_id
end
end
test "set_transaction_tags" do
tag = @family.tags.create!(name: "Rule test tag")
# Does not modify transactions that are locked (user edited them)
@txn1.lock!(:tag_ids)
action = Rule::Action.new(
rule: @transaction_rule,
action_type: "set_transaction_tags",
value: tag.id
)
action.apply(@rule_scope)
assert_equal [], @txn1.reload.tags
[ @txn2, @txn3 ].each do |transaction|
assert_equal [ tag ], transaction.reload.tags
end
end
test "set_transaction_merchant" do
merchant = @family.merchants.create!(name: "Rule test merchant")
# Does not modify transactions that are locked (user edited them)
@txn1.lock!(:merchant_id)
action = Rule::Action.new(
rule: @transaction_rule,
action_type: "set_transaction_merchant",
value: merchant.id
)
action.apply(@rule_scope)
assert_not_equal merchant.id, @txn1.reload.merchant_id
[ @txn2, @txn3 ].each do |transaction|
assert_equal merchant.id, transaction.reload.merchant_id
end
end
test "set_transaction_name" do
new_name = "Renamed Transaction"
# Does not modify transactions that are locked (user edited them)
@txn1.lock!(:name)
action = Rule::Action.new(
rule: @transaction_rule,
action_type: "set_transaction_name",
value: new_name
)
action.apply(@rule_scope)
assert_not_equal new_name, @txn1.reload.entry.name
[ @txn2, @txn3 ].each do |transaction|
assert_equal new_name, transaction.reload.entry.name
end
end
end