From ddaf42c96cf7c5c68757dffd99ee25e586b32f3c Mon Sep 17 00:00:00 2001 From: HugoleDino <135261771+HugoleDino@users.noreply.github.com> Date: Mon, 4 May 2026 16:04:44 +0200 Subject: [PATCH] Add assurance vie to investment subtypes (#1665) * add assurance vie in investment subtype * add unit test for assurance vie subtype --- app/models/investment.rb | 1 + test/models/investment_test.rb | 4 ++++ 2 files changed, 5 insertions(+) diff --git a/app/models/investment.rb b/app/models/investment.rb index 2ff1bde2f..937211a9b 100644 --- a/app/models/investment.rb +++ b/app/models/investment.rb @@ -50,6 +50,7 @@ class Investment < ApplicationRecord "smsf" => { short: "SMSF", long: "Self-Managed Super Fund", region: "au", tax_treatment: :tax_deferred }, # === Europe === + "assurance_vie" => { short: "AV", long: "Assurance Vie", region: "eu", tax_treatment: :tax_advantaged }, "pea" => { short: "PEA", long: "Plan d'Épargne en Actions", region: "eu", tax_treatment: :tax_advantaged }, "pillar_3a" => { short: "Pillar 3a", long: "Private Pension (Pillar 3a)", region: "eu", tax_treatment: :tax_deferred }, "riester" => { short: "Riester", long: "Riester-Rente", region: "eu", tax_treatment: :tax_deferred }, diff --git a/test/models/investment_test.rb b/test/models/investment_test.rb index dbae27153..83870d9ed 100644 --- a/test/models/investment_test.rb +++ b/test/models/investment_test.rb @@ -99,6 +99,10 @@ class InvestmentTest < ActiveSupport::TestCase assert_equal :tax_advantaged, investment.tax_treatment end + test "tax_treatment returns tax_advantaged for French AV" do + investment = Investment.new(subtype: "assurance_vie") + assert_equal :tax_advantaged, investment.tax_treatment + end # Generic account types test "tax_treatment returns tax_deferred for generic pension and retirement" do