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* Initial plan * Add ability to specify balance date in AccountImport CSV Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Restore original Ruby version * Fix linting issues - remove trailing whitespace Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Add error handling for date parsing in AccountImport Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> * Revert unintended Gemfile.lock changes Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com> --------- Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com> Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
180 lines
5.2 KiB
Ruby
180 lines
5.2 KiB
Ruby
require "test_helper"
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class AccountImportTest < ActiveSupport::TestCase
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include ActiveJob::TestHelper, ImportInterfaceTest
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setup do
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@subject = @import = imports(:account)
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end
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test "import creates accounts with valuations" do
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import_csv = <<~CSV
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type,name,amount,currency
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depository,Main Checking,1000.00,USD
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depository,Savings Account,5000.00,USD
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CSV
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@import.update!(
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raw_file_str: import_csv,
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entity_type_col_label: "type",
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name_col_label: "name",
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amount_col_label: "amount",
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currency_col_label: "currency"
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)
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@import.generate_rows_from_csv
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# Create mappings for account types
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@import.mappings.create! key: "depository", value: "Depository", type: "Import::AccountTypeMapping"
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@import.reload
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# Store initial counts
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initial_account_count = Account.count
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initial_entry_count = Entry.count
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initial_valuation_count = Valuation.count
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# Perform the import
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@import.publish
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# Check if import succeeded
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if @import.failed?
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fail "Import failed with error: #{@import.error}"
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end
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assert_equal "complete", @import.status
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# Check the differences
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assert_equal initial_account_count + 2, Account.count, "Expected 2 new accounts"
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assert_equal initial_entry_count + 2, Entry.count, "Expected 2 new entries"
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assert_equal initial_valuation_count + 2, Valuation.count, "Expected 2 new valuations"
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# Verify accounts were created correctly
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accounts = @import.accounts.order(:name)
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assert_equal [ "Main Checking", "Savings Account" ], accounts.pluck(:name)
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assert_equal [ 1000.00, 5000.00 ], accounts.map { |a| a.balance.to_f }
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# Verify valuations were created with correct fields
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accounts.each do |account|
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valuation = account.valuations.last
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assert_not_nil valuation
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assert_equal "opening_anchor", valuation.kind
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assert_equal account.balance, valuation.entry.amount
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end
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end
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test "import creates accounts with explicit balance dates" do
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import_csv = <<~CSV
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type,name,amount,currency,date
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depository,Main Checking,1000.00,USD,01/15/2024
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depository,Savings Account,5000.00,USD,02/01/2024
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CSV
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@import.update!(
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raw_file_str: import_csv,
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entity_type_col_label: "type",
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name_col_label: "name",
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amount_col_label: "amount",
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currency_col_label: "currency",
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date_col_label: "date",
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date_format: "%m/%d/%Y"
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)
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@import.generate_rows_from_csv
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# Create mappings for account types
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@import.mappings.create! key: "depository", value: "Depository", type: "Import::AccountTypeMapping"
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@import.reload
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# Perform the import
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@import.publish
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# Check if import succeeded
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if @import.failed?
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fail "Import failed with error: #{@import.error}"
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end
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assert_equal "complete", @import.status
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# Verify accounts were created with correct dates
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accounts = @import.accounts.order(:name)
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checking_account = accounts.find { |a| a.name == "Main Checking" }
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savings_account = accounts.find { |a| a.name == "Savings Account" }
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checking_valuation = checking_account.valuations.opening_anchor.first
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savings_valuation = savings_account.valuations.opening_anchor.first
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assert_equal Date.parse("2024-01-15"), checking_valuation.entry.date
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assert_equal Date.parse("2024-02-01"), savings_valuation.entry.date
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end
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test "import creates accounts with default dates when date column not provided" do
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import_csv = <<~CSV
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type,name,amount,currency
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depository,Main Checking,1000.00,USD
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CSV
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@import.update!(
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raw_file_str: import_csv,
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entity_type_col_label: "type",
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name_col_label: "name",
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amount_col_label: "amount",
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currency_col_label: "currency"
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)
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@import.generate_rows_from_csv
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# Create mappings for account types
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@import.mappings.create! key: "depository", value: "Depository", type: "Import::AccountTypeMapping"
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@import.reload
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# Perform the import
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@import.publish
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# Check if import succeeded
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if @import.failed?
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fail "Import failed with error: #{@import.error}"
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end
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assert_equal "complete", @import.status
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# Verify account was created with default date (2 years ago or 1 day before oldest entry)
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account = @import.accounts.first
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valuation = account.valuations.opening_anchor.first
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# Default date should be 2 years ago when there are no other entries
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expected_default_date = 2.years.ago.to_date
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assert_equal expected_default_date, valuation.entry.date
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end
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test "column_keys returns expected keys including date" do
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assert_equal %i[entity_type name amount currency date], @import.column_keys
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end
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test "required_column_keys returns expected keys" do
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assert_equal %i[name amount], @import.required_column_keys
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end
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test "mapping_steps returns account type mapping" do
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assert_equal [ Import::AccountTypeMapping ], @import.mapping_steps
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end
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test "dry_run returns expected counts" do
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@import.rows.create!(
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entity_type: "depository",
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name: "Test Account",
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amount: "1000.00",
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currency: "USD"
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)
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assert_equal({ accounts: 1 }, @import.dry_run)
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end
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test "max_row_count is limited to 50" do
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assert_equal 50, @import.max_row_count
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end
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end
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