Fix wise imports only 90 days history on initial setup (#2998)

* Wise connection get full transaction history and adjust for fees * undo devcontainers change * address comments in PR
2026-09-03 13:51:29 +00:00 · 2026-08-11 23:21:08 +02:00
parent f1ddbcd1b5
commit babb039ad1
19 changed files with 808 additions and 32 deletions
@@ -0,0 +1,88 @@
+require "test_helper"
+
+class WiseStatement::ProcessorTest < ActiveSupport::TestCase
+  setup do
+    @family = families(:empty)
+    @wise_item = WiseItem.create!(
+      family: @family,
+      name: "Test Wise",
+      token: "test_token",
+      profile_id: "123",
+      profile_type: :business
+    )
+    @wise_account = WiseAccount.create!(
+      wise_item: @wise_item,
+      balance_id: "10000001",
+      name: "Wise EUR",
+      currency: "EUR",
+      raw_payload: { "type" => "STANDARD" }
+    )
+    @account = Account.create!(
+      family: @family,
+      name: "Wise EUR",
+      accountable: Depository.new(subtype: "checking"),
+      balance: 0,
+      currency: "EUR"
+    )
+    AccountProvider.create!(account: @account, provider: @wise_account)
+  end
+
+  test "imports signed balance statement amounts and stable reference id" do
+    statement = {
+      "type" => "CREDIT",
+      "date" => "2026-01-15T10:00:00Z",
+      "amount" => { "value" => "1200.00", "currency" => "EUR" },
+      "details" => { "description" => "Salary" },
+      "referenceNumber" => "statement-123"
+    }
+
+    entry = WiseStatement::Processor.new(statement, wise_account: @wise_account).process
+
+    assert_equal BigDecimal("-1200.00"), entry.amount
+    assert_equal "wise_statement_statement-123", entry.external_id
+    assert_equal "Salary", entry.name
+    assert_equal "statement-123", entry.entryable.extra.dig("wise", "statement_id")
+  end
+
+  test "appends payment reference to the name and excludes fees from the amount" do
+    statement = {
+      "type" => "DEBIT",
+      "date" => "2026-01-15T10:00:00Z",
+      "amount" => { "value" => "-7.76", "currency" => "EUR" },
+      "totalFees" => { "value" => "0.04", "currency" => "EUR" },
+      "details" => {
+        "description" => "Sent money to Questrade, Inc.",
+        "paymentReference" => "INV-1234"
+      },
+      "referenceNumber" => "statement-456"
+    }
+
+    entry = WiseStatement::Processor.new(statement, wise_account: @wise_account).process
+
+    assert_equal BigDecimal("7.72"), entry.amount
+    assert_equal "Sent money to Questrade, Inc. INV-1234", entry.name
+    assert_equal "INV-1234", entry.entryable.extra.dig("wise", "payment_reference")
+    assert_equal "0.04", entry.entryable.extra.dig("wise", "fee")
+
+    fee_entry = @account.entries.find_by(external_id: "wise_statement_statement-456_fee")
+    assert_not_nil fee_entry
+    assert_equal BigDecimal("0.04"), fee_entry.amount
+    assert_equal I18n.t("wise_items.entries.fee_name"), fee_entry.name
+  end
+
+  test "ignores fees denominated in a different currency" do
+    statement = {
+      "type" => "DEBIT",
+      "date" => "2026-01-15T10:00:00Z",
+      "amount" => { "value" => "-10.00", "currency" => "EUR" },
+      "totalFees" => { "value" => "1.50", "currency" => "GBP" },
+      "details" => { "description" => "Card payment" },
+      "referenceNumber" => "statement-789"
+    }
+
+    entry = WiseStatement::Processor.new(statement, wise_account: @wise_account).process
+
+    assert_equal BigDecimal("10.00"), entry.amount
+    assert_equal 1, @account.entries.where(source: "wise").count
+  end
+end