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Maybe/test/models/account/entry_test.rb
Zach Gollwitzer c1d98fe73b
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Start and end balance anchors for historical account balances (#2455)
* 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
2025-07-15 11:42:41 -04:00

87 lines
2.8 KiB
Ruby

require "test_helper"
class EntryTest < ActiveSupport::TestCase
include EntriesTestHelper
setup do
@entry = entries :transaction
end
test "entry cannot be older than 10 years ago" do
assert_raises ActiveRecord::RecordInvalid do
@entry.update! date: 50.years.ago.to_date
end
end
test "valuations cannot have more than one entry per day" do
existing_valuation = entries :valuation
new_valuation = Entry.new \
entryable: Valuation.new(kind: "reconciliation"),
account: existing_valuation.account,
date: existing_valuation.date, # invalid
currency: existing_valuation.currency,
amount: existing_valuation.amount
assert new_valuation.invalid?
end
test "triggers sync with correct start date when transaction is set to prior date" do
prior_date = @entry.date - 1
@entry.update! date: prior_date
@entry.account.expects(:sync_later).with(window_start_date: prior_date)
@entry.sync_account_later
end
test "triggers sync with correct start date when transaction is set to future date" do
prior_date = @entry.date
@entry.update! date: @entry.date + 1
@entry.account.expects(:sync_later).with(window_start_date: prior_date)
@entry.sync_account_later
end
test "triggers sync with correct start date when transaction deleted" do
@entry.destroy!
@entry.account.expects(:sync_later).with(window_start_date: nil)
@entry.sync_account_later
end
test "can search entries" do
family = families(:empty)
account = family.accounts.create! name: "Test", balance: 0, currency: "USD", accountable: Depository.new
category = family.categories.first
merchant = family.merchants.first
create_transaction(account: account, name: "a transaction")
create_transaction(account: account, name: "ignored")
create_transaction(account: account, name: "third transaction", category: category, merchant: merchant)
params = { search: "a" }
assert_equal 2, family.entries.search(params).size
params = { search: "%" }
assert_equal 0, family.entries.search(params).size
end
test "visible scope only returns entries from visible accounts" do
# Create transactions for all account types
visible_transaction = create_transaction(account: accounts(:depository), name: "Visible transaction")
invisible_transaction = create_transaction(account: accounts(:credit_card), name: "Invisible transaction")
# Update account statuses
accounts(:credit_card).disable!
# Test the scope
visible_entries = Entry.visible
# Should include entry from active account
assert_includes visible_entries, visible_transaction
# Should not include entry from disabled account
assert_not_includes visible_entries, invisible_transaction
end
end