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cb74856f61
* Fix linked account balance currency mismatch When linking accounts from providers (Lunchflow, SimpleFIN, Enable Banking), the initial sync was creating balances before the correct currency was known. This caused: 1. Opening anchor entry created with default currency (USD/EUR) 2. First sync created balances with wrong currency 3. Later syncs created balances with correct currency 4. Both currency balances existed, charts showed wrong (zero) values Changes: - Add `skip_initial_sync` parameter to `Account.create_and_sync` - Skip initial sync for linked accounts (provider sync handles it) - Add currency filter to ChartSeriesBuilder query to only fetch balances matching the account's current currency * Add migration script and add tests * Update schema.rb --------- Signed-off-by: soky srm <sokysrm@gmail.com> Co-authored-by: sokie <sokysrm@gmail.com>
93 lines
2.4 KiB
Ruby
93 lines
2.4 KiB
Ruby
require "test_helper"
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class AccountTest < ActiveSupport::TestCase
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include SyncableInterfaceTest, EntriesTestHelper
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setup do
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@account = @syncable = accounts(:depository)
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@family = families(:dylan_family)
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end
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test "can destroy" do
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assert_difference "Account.count", -1 do
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@account.destroy
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end
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end
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test "create_and_sync calls sync_later by default" do
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Account.any_instance.expects(:sync_later).once
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account = Account.create_and_sync({
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family: @family,
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name: "Test Account",
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balance: 100,
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currency: "USD",
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accountable_type: "Depository",
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accountable_attributes: {}
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})
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assert account.persisted?
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assert_equal "USD", account.currency
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assert_equal 100, account.balance
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end
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test "create_and_sync skips sync_later when skip_initial_sync is true" do
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Account.any_instance.expects(:sync_later).never
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account = Account.create_and_sync(
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{
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family: @family,
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name: "Linked Account",
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balance: 500,
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currency: "EUR",
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accountable_type: "Depository",
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accountable_attributes: {}
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},
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skip_initial_sync: true
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)
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assert account.persisted?
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assert_equal "EUR", account.currency
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assert_equal 500, account.balance
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end
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test "create_and_sync creates opening anchor with correct currency" do
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Account.any_instance.stubs(:sync_later)
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account = Account.create_and_sync(
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{
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family: @family,
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name: "Test Account",
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balance: 1000,
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currency: "GBP",
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accountable_type: "Depository",
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accountable_attributes: {}
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},
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skip_initial_sync: true
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)
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opening_anchor = account.valuations.opening_anchor.first
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assert_not_nil opening_anchor
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assert_equal "GBP", opening_anchor.entry.currency
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assert_equal 1000, opening_anchor.entry.amount
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end
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test "gets short/long subtype label" do
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investment = Investment.new(subtype: "hsa")
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account = @family.accounts.create!(
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name: "Test Investment",
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balance: 1000,
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currency: "USD",
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accountable: investment
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)
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assert_equal "HSA", account.short_subtype_label
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assert_equal "Health Savings Account", account.long_subtype_label
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# Test with nil subtype
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account.accountable.update!(subtype: nil)
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assert_equal "Investments", account.short_subtype_label
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assert_equal "Investments", account.long_subtype_label
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end
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end
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