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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/properties_controller_test.rb
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@@ -14,6 +14,9 @@ class PropertiesControllerTest < ActionDispatch::IntegrationTest
account: {
name: "New Property",
subtype: "house",
institution_name: "Property Lender",
institution_domain: "propertylender.example",
notes: "Property notes",
accountable_type: "Property",
accountable_attributes: {
year_built: 1990,
@@ -28,6 +31,9 @@ class PropertiesControllerTest < ActionDispatch::IntegrationTest
assert created_account.accountable.is_a?(Property)
assert_equal "draft", created_account.status
assert_equal 0, created_account.balance
assert_equal "Property Lender", created_account[:institution_name]
assert_equal "propertylender.example", created_account[:institution_domain]
assert_equal "Property notes", created_account[:notes]
assert_equal 1990, created_account.accountable.year_built
assert_equal 1200, created_account.accountable.area_value
assert_equal "sqft", created_account.accountable.area_unit
@@ -39,6 +45,9 @@ class PropertiesControllerTest < ActionDispatch::IntegrationTest
patch property_path(@account), params: {
account: {
name: "Updated Property",
institution_name: "Updated Lender",
institution_domain: "updatedlender.example",
notes: "Updated property notes",
accountable_attributes: {
id: @account.accountable.id,
subtype: "condominium"
@@ -50,6 +59,9 @@ class PropertiesControllerTest < ActionDispatch::IntegrationTest
@account.reload
assert_equal "Updated Property", @account.name
assert_equal "condominium", @account.subtype
assert_equal "Updated Lender", @account[:institution_name]
assert_equal "updatedlender.example", @account[:institution_domain]
assert_equal "Updated property notes", @account[:notes]
# If account is active, it renders edit view; otherwise redirects to balances
if @account.active?