Auto-categorize investment contributions across all transfer paths (#924)

* Ensure investment contributions are auto-categorized with proper kind and category creation.

* Retrigger CI
This commit is contained in:
LPW
2026-02-07 10:41:31 -05:00
committed by GitHub
parent fc3504abe0
commit 36661bdc9b
10 changed files with 193 additions and 5 deletions

View File

@@ -39,4 +39,24 @@ class TransferMatchesControllerTest < ActionDispatch::IntegrationTest
assert_redirected_to transactions_url
assert_equal "Transfer created", flash[:notice]
end
test "assigns investment_contribution kind and category for investment destination" do
# Outflow from depository (positive amount), target is investment
outflow_entry = create_transaction(amount: 100, account: accounts(:depository))
post transaction_transfer_match_path(outflow_entry), params: {
transfer_match: {
method: "new",
target_account_id: accounts(:investment).id
}
}
outflow_entry.reload
outflow_txn = outflow_entry.entryable
assert_equal "investment_contribution", outflow_txn.kind
category = @user.family.investment_contributions_category
assert_equal category, outflow_txn.category
end
end