mirror of
https://github.com/we-promise/sure.git
synced 2026-04-07 14:31:25 +00:00
cf5e7de65f
* - Add tests for `Simplefin::AccountTypeMapper` and `AccountSimplefinCreation` - Implement `Simplefin::AccountTypeMapper` for account type inference with fallback-only logic - Enhance inactive state handling for `SimplefinItem::Importer` - Improve subtype selection handling in views with confidence-based inference * Remove unnecessary `.presence` check for `openai_uri_base` in hostings settings * Refine zero balance detection logic in `SimplefinItem::Importer` and add regression test for missing balances scenario * Enhance account type and subtype inference logic with explicit investment subtype mapping, improved regex handling, and institution-based credit card detection * Refine retirement subtype mapping in `AccountTypeMapper` tests with explicit case-based assertions * Expand `AccountTypeMapper` investment subtype mapping to include `403b` and `tsp` with updated regex definitions * Remove unused `retirement_hint?` method in `AccountTypeMapper` to simplify codebase --------- Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
39 lines
1006 B
Ruby
39 lines
1006 B
Ruby
require "test_helper"
|
|
|
|
class AccountSimplefinCreationTest < ActiveSupport::TestCase
|
|
setup do
|
|
@family = families(:dylan_family)
|
|
@item = SimplefinItem.create!(family: @family, name: "SF Conn", access_url: "https://example.com/access")
|
|
end
|
|
|
|
test "requires explicit account_type at creation" do
|
|
sfa = SimplefinAccount.create!(
|
|
simplefin_item: @item,
|
|
name: "Brokerage",
|
|
account_id: "acct_1",
|
|
currency: "USD",
|
|
account_type: "investment",
|
|
current_balance: 1000
|
|
)
|
|
|
|
assert_raises(ArgumentError) do
|
|
Account.create_from_simplefin_account(sfa, nil)
|
|
end
|
|
end
|
|
|
|
test "uses provided account_type without inference" do
|
|
sfa = SimplefinAccount.create!(
|
|
simplefin_item: @item,
|
|
name: "My Loan",
|
|
account_id: "acct_2",
|
|
currency: "USD",
|
|
account_type: "loan",
|
|
current_balance: -5000
|
|
)
|
|
|
|
account = Account.create_from_simplefin_account(sfa, "Loan")
|
|
|
|
assert_equal "Loan", account.accountable_type
|
|
end
|
|
end
|