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Maybe/test/models/transaction_import_test.rb
Zach Gollwitzer c88fe2e3b2
Feature: Add "amount type" configuration column for CSV imports (#1947)
* Rough draft

* Schema conflict update

* Implement signage

* Update system tests

* Lint fixes
2025-04-18 10:48:10 -04:00

103 lines
3.5 KiB
Ruby

require "test_helper"
class TransactionImportTest < ActiveSupport::TestCase
include ActiveJob::TestHelper, ImportInterfaceTest
setup do
@subject = @import = imports(:transaction)
end
test "uploaded? if raw_file_str is present" do
@import.expects(:raw_file_str).returns("test").once
assert @import.uploaded?
end
test "configured? if uploaded and rows are generated" do
@import.expects(:uploaded?).returns(true).once
assert @import.configured?
end
test "cleaned? if rows are generated and valid" do
@import.expects(:configured?).returns(true).once
assert @import.cleaned?
end
test "publishable? if cleaned and mappings are valid" do
@import.expects(:cleaned?).returns(true).once
assert @import.publishable?
end
test "imports transactions, categories, tags, and accounts" do
import = <<~CSV
date,name,amount,category,tags,account,notes
01/01/2024,Txn1,100,TestCategory1,TestTag1,TestAccount1,notes1
01/02/2024,Txn2,200,TestCategory2,TestTag1|TestTag2,TestAccount2,notes2
01/03/2024,Txn3,300,,,,notes3
CSV
@import.update!(
raw_file_str: import,
date_col_label: "date",
amount_col_label: "amount",
date_format: "%m/%d/%Y"
)
@import.generate_rows_from_csv
@import.mappings.create! key: "TestCategory1", create_when_empty: true, type: "Import::CategoryMapping"
@import.mappings.create! key: "TestCategory2", mappable: categories(:food_and_drink), type: "Import::CategoryMapping"
@import.mappings.create! key: "", create_when_empty: false, mappable: nil, type: "Import::CategoryMapping" # Leaves uncategorized
@import.mappings.create! key: "TestTag1", create_when_empty: true, type: "Import::TagMapping"
@import.mappings.create! key: "TestTag2", mappable: tags(:one), type: "Import::TagMapping"
@import.mappings.create! key: "", create_when_empty: false, mappable: nil, type: "Import::TagMapping" # Leaves untagged
@import.mappings.create! key: "TestAccount1", create_when_empty: true, type: "Import::AccountMapping"
@import.mappings.create! key: "TestAccount2", mappable: accounts(:depository), type: "Import::AccountMapping"
@import.mappings.create! key: "", mappable: accounts(:depository), type: "Import::AccountMapping"
@import.reload
assert_difference -> { Entry.count } => 3,
-> { Transaction.count } => 3,
-> { Tag.count } => 1,
-> { Category.count } => 1,
-> { Account.count } => 1 do
@import.publish
end
assert_equal "complete", @import.status
end
test "imports transactions with separate type column for signage convention" do
import = <<~CSV
date,amount,amount_type
01/01/2024,100,debit
01/02/2024,200,credit
01/03/2024,300,debit
CSV
@import.update!(
account: accounts(:depository),
raw_file_str: import,
date_col_label: "date",
date_format: "%m/%d/%Y",
amount_col_label: "amount",
entity_type_col_label: "amount_type",
amount_type_inflow_value: "debit",
amount_type_strategy: "custom_column",
signage_convention: nil # Explicitly set to nil to prove this is not needed
)
@import.generate_rows_from_csv
@import.reload
assert_difference -> { Entry.count } => 3,
-> { Transaction.count } => 3 do
@import.publish
end
assert_equal [ -100, 200, -300 ], @import.entries.map(&:amount)
end
end