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Add instituion details & notes to Account model (#481)

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- Add institution name & domain, to allow fetching logos when no provider is configured
- Add free-form textarea for storing misc. notes (eg. sort codes, account numbers)
- Update account settings form to support these new fields
This commit is contained in:
Matthew Kilpatrick
2025-12-23 23:59:50 +00:00
committed by GitHub
parent 104324a82b
commit 68864b1fdb
14 changed files with 139 additions and 5 deletions
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12
test/controllers/loans_controller_test.rb
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@@ -18,6 +18,9 @@ class LoansControllerTest < ActionDispatch::IntegrationTest
name: "New Loan",
balance: 50000,
currency: "USD",
institution_name: "Local Bank",
institution_domain: "localbank.example",
notes: "Mortgage notes",
accountable_type: "Loan",
accountable_attributes: {
interest_rate: 5.5,
@@ -34,6 +37,9 @@ class LoansControllerTest < ActionDispatch::IntegrationTest
assert_equal "New Loan", created_account.name
assert_equal 50000, created_account.balance
assert_equal "USD", created_account.currency
assert_equal "Local Bank", created_account[:institution_name]
assert_equal "localbank.example", created_account[:institution_domain]
assert_equal "Mortgage notes", created_account[:notes]
assert_equal 5.5, created_account.accountable.interest_rate
assert_equal 60, created_account.accountable.term_months
assert_equal "fixed", created_account.accountable.rate_type
@@ -51,6 +57,9 @@ class LoansControllerTest < ActionDispatch::IntegrationTest
name: "Updated Loan",
balance: 45000,
currency: "USD",
institution_name: "Updated Bank",
institution_domain: "updatedbank.example",
notes: "Updated loan notes",
accountable_type: "Loan",
accountable_attributes: {
id: @account.accountable_id,
@@ -67,6 +76,9 @@ class LoansControllerTest < ActionDispatch::IntegrationTest
assert_equal "Updated Loan", @account.name
assert_equal 45000, @account.balance
assert_equal "Updated Bank", @account[:institution_name]
assert_equal "updatedbank.example", @account[:institution_domain]
assert_equal "Updated loan notes", @account[:notes]
assert_equal 4.5, @account.accountable.interest_rate
assert_equal 48, @account.accountable.term_months
assert_equal "fixed", @account.accountable.rate_type