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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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23
test/system/accounts_test.rb
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@@ -109,9 +109,16 @@ class AccountsTest < ApplicationSystemTestCase
click_link "Enter account balance" if accountable_type.in?(%w[Depository Investment Crypto Loan CreditCard])
account_name = "[system test] #{accountable_type} Account"
institution_name = "[system test] Institution"
institution_domain = "example.com"
notes = "Test notes for #{accountable_type}"
fill_in "Account name*", with: account_name
fill_in "account[balance]", with: 100.99
find("summary", text: "Additional details").click
fill_in "Institution name", with: institution_name
fill_in "Institution domain", with: institution_domain
fill_in "Notes", with: notes
yield if block_given?
@@ -127,6 +134,9 @@ class AccountsTest < ApplicationSystemTestCase
assert_text account_name
created_account = Account.order(:created_at).last
assert_equal institution_name, created_account[:institution_name]
assert_equal institution_domain, created_account[:institution_domain]
assert_equal notes, created_account[:notes]
visit account_url(created_account)
@@ -135,9 +145,22 @@ class AccountsTest < ApplicationSystemTestCase
click_on "Edit"
end
updated_institution_name = "[system test] Updated Institution"
updated_institution_domain = "updated.example.com"
updated_notes = "Updated notes for #{accountable_type}"
fill_in "Account name", with: "Updated account name"
find("summary", text: "Additional details").click
fill_in "Institution name", with: updated_institution_name
fill_in "Institution domain", with: updated_institution_domain
fill_in "Notes", with: updated_notes
click_button "Update Account"
assert_selector "h2", text: "Updated account name"
created_account.reload
assert_equal updated_institution_name, created_account[:institution_name]
assert_equal updated_institution_domain, created_account[:institution_domain]
assert_equal updated_notes, created_account[:notes]
end
def humanized_accountable(accountable_type)