Files
sure/test/models/account_test.rb
Michel Roegl-Brunner f8d3678a40 Fix [1018]: Add Date field when entering Account Balance (#1068)
* Add new Date field when creating a new Account

* Fix german translation

* Update app/controllers/concerns/accountable_resource.rb

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Michel Roegl-Brunner <73236783+michelroegl-brunner@users.noreply.github.com>

* Add missing opening_balance:date to update_params

* Change label text

---------

Signed-off-by: Michel Roegl-Brunner <73236783+michelroegl-brunner@users.noreply.github.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2026-03-06 10:22:01 +01:00

197 lines
5.3 KiB
Ruby

require "test_helper"
class AccountTest < ActiveSupport::TestCase
include SyncableInterfaceTest, EntriesTestHelper, ActiveJob::TestHelper
setup do
@account = @syncable = accounts(:depository)
@family = families(:dylan_family)
end
test "can destroy" do
assert_difference "Account.count", -1 do
@account.destroy
end
end
test "create_and_sync calls sync_later by default" do
Account.any_instance.expects(:sync_later).once
account = Account.create_and_sync({
family: @family,
name: "Test Account",
balance: 100,
currency: "USD",
accountable_type: "Depository",
accountable_attributes: {}
})
assert account.persisted?
assert_equal "USD", account.currency
assert_equal 100, account.balance
end
test "create_and_sync skips sync_later when skip_initial_sync is true" do
Account.any_instance.expects(:sync_later).never
account = Account.create_and_sync(
{
family: @family,
name: "Linked Account",
balance: 500,
currency: "EUR",
accountable_type: "Depository",
accountable_attributes: {}
},
skip_initial_sync: true
)
assert account.persisted?
assert_equal "EUR", account.currency
assert_equal 500, account.balance
end
test "create_and_sync creates opening anchor with correct currency" do
Account.any_instance.stubs(:sync_later)
account = Account.create_and_sync(
{
family: @family,
name: "Test Account",
balance: 1000,
currency: "GBP",
accountable_type: "Depository",
accountable_attributes: {}
},
skip_initial_sync: true
)
opening_anchor = account.valuations.opening_anchor.first
assert_not_nil opening_anchor
assert_equal "GBP", opening_anchor.entry.currency
assert_equal 1000, opening_anchor.entry.amount
end
test "create_and_sync uses provided opening balance date" do
Account.any_instance.stubs(:sync_later)
opening_date = Time.zone.today
account = Account.create_and_sync(
{
family: @family,
name: "Test Account",
balance: 1000,
currency: "USD",
accountable_type: "Depository",
accountable_attributes: {}
},
skip_initial_sync: true,
opening_balance_date: opening_date
)
opening_anchor = account.valuations.opening_anchor.first
assert_equal opening_date, opening_anchor.entry.date
end
test "gets short/long subtype label" do
investment = Investment.new(subtype: "hsa")
account = @family.accounts.create!(
name: "Test Investment",
balance: 1000,
currency: "USD",
accountable: investment
)
assert_equal "HSA", account.short_subtype_label
assert_equal "Health Savings Account", account.long_subtype_label
# Test with nil subtype
account.accountable.update!(subtype: nil)
assert_equal "Investments", account.short_subtype_label
assert_equal "Investments", account.long_subtype_label
end
# Tax treatment tests (TaxTreatable concern)
test "tax_treatment delegates to accountable for Investment" do
investment = Investment.new(subtype: "401k")
account = @family.accounts.create!(
name: "Test 401k",
balance: 1000,
currency: "USD",
accountable: investment
)
assert_equal :tax_deferred, account.tax_treatment
assert_equal I18n.t("accounts.tax_treatments.tax_deferred"), account.tax_treatment_label
end
test "tax_treatment delegates to accountable for Crypto" do
crypto = Crypto.new(tax_treatment: :taxable)
account = @family.accounts.create!(
name: "Test Crypto",
balance: 500,
currency: "USD",
accountable: crypto
)
assert_equal :taxable, account.tax_treatment
assert_equal I18n.t("accounts.tax_treatments.taxable"), account.tax_treatment_label
end
test "tax_treatment returns nil for non-investment accounts" do
# Depository accounts don't have tax_treatment
assert_nil @account.tax_treatment
assert_nil @account.tax_treatment_label
end
test "tax_advantaged? returns true for tax-advantaged accounts" do
investment = Investment.new(subtype: "401k")
account = @family.accounts.create!(
name: "Test 401k",
balance: 1000,
currency: "USD",
accountable: investment
)
assert account.tax_advantaged?
assert_not account.taxable?
end
test "tax_advantaged? returns false for taxable accounts" do
investment = Investment.new(subtype: "brokerage")
account = @family.accounts.create!(
name: "Test Brokerage",
balance: 1000,
currency: "USD",
accountable: investment
)
assert_not account.tax_advantaged?
assert account.taxable?
end
test "taxable? returns true for accounts without tax_treatment" do
# Depository accounts
assert @account.taxable?
assert_not @account.tax_advantaged?
end
test "destroying account purges attached logo" do
@account.logo.attach(
io: StringIO.new("fake-logo-content"),
filename: "logo.png",
content_type: "image/png"
)
attachment_id = @account.logo.id
assert ActiveStorage::Attachment.exists?(attachment_id)
perform_enqueued_jobs do
@account.destroy!
end
assert_not ActiveStorage::Attachment.exists?(attachment_id)
end
end