Files
sure/test/models/transfer_test.rb
Josh Waldrep 52588784d0 Add investment activity detection, labels, and exclusions
- Introduced `InvestmentActivityDetector` to mark internal investment activity as excluded from cashflow and assign appropriate labels.
- Added `exclude_from_cashflow` flag to `entries` and `investment_activity_label` to `transactions` with migrations.
- Implemented rake tasks to backfill and clear investment activity labels.
- Updated `PlaidAccount::Investments::TransactionsProcessor` to map Plaid transaction types to labels.
- Included comprehensive test coverage for new functionality.
2026-01-12 15:35:14 -05:00

128 lines
4.9 KiB
Ruby

require "test_helper"
class TransferTest < ActiveSupport::TestCase
include EntriesTestHelper
setup do
@outflow = transactions(:transfer_out)
@inflow = transactions(:transfer_in)
end
test "transfer destroyed if either transaction is destroyed" do
assert_difference [ "Transfer.count", "Transaction.count", "Entry.count" ], -1 do
@outflow.entry.destroy
end
end
test "transfer has different accounts, opposing amounts, and within 4 days of each other" do
outflow_entry = create_transaction(date: 1.day.ago.to_date, account: accounts(:depository), amount: 500)
inflow_entry = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -500)
assert_difference -> { Transfer.count } => 1 do
Transfer.create!(
inflow_transaction: inflow_entry.transaction,
outflow_transaction: outflow_entry.transaction,
)
end
end
test "transfer cannot have 2 transactions from the same account" do
outflow_entry = create_transaction(date: Date.current, account: accounts(:depository), amount: 500)
inflow_entry = create_transaction(date: 1.day.ago.to_date, account: accounts(:depository), amount: -500)
transfer = Transfer.new(
inflow_transaction: inflow_entry.transaction,
outflow_transaction: outflow_entry.transaction,
)
assert_no_difference -> { Transfer.count } do
transfer.save
end
assert_equal "Must be from different accounts", transfer.errors.full_messages.first
end
test "Transfer transactions must have opposite amounts" do
outflow_entry = create_transaction(date: Date.current, account: accounts(:depository), amount: 500)
inflow_entry = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -400)
transfer = Transfer.new(
inflow_transaction: inflow_entry.transaction,
outflow_transaction: outflow_entry.transaction,
)
assert_no_difference -> { Transfer.count } do
transfer.save
end
assert_equal "Must have opposite amounts", transfer.errors.full_messages.first
end
test "transfer dates must be within 4 days of each other" do
outflow_entry = create_transaction(date: Date.current, account: accounts(:depository), amount: 500)
inflow_entry = create_transaction(date: 5.days.ago.to_date, account: accounts(:credit_card), amount: -500)
transfer = Transfer.new(
inflow_transaction: inflow_entry.transaction,
outflow_transaction: outflow_entry.transaction,
)
assert_no_difference -> { Transfer.count } do
transfer.save
end
assert_equal "Must be within 4 days", transfer.errors.full_messages.first
end
test "transfer must be from the same family" do
family1 = families(:empty)
family2 = families(:dylan_family)
family1_account = family1.accounts.create!(name: "Family 1 Account", balance: 5000, currency: "USD", accountable: Depository.new)
family2_account = family2.accounts.create!(name: "Family 2 Account", balance: 5000, currency: "USD", accountable: Depository.new)
outflow_txn = create_transaction(date: Date.current, account: family1_account, amount: 500)
inflow_txn = create_transaction(date: Date.current, account: family2_account, amount: -500)
transfer = Transfer.new(
inflow_transaction: inflow_txn.transaction,
outflow_transaction: outflow_txn.transaction,
)
assert transfer.invalid?
assert_equal "Must be from same family", transfer.errors.full_messages.first
end
test "transaction can only belong to one transfer" do
outflow_entry = create_transaction(date: Date.current, account: accounts(:depository), amount: 500)
inflow_entry1 = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -500)
inflow_entry2 = create_transaction(date: Date.current, account: accounts(:credit_card), amount: -500)
Transfer.create!(inflow_transaction: inflow_entry1.transaction, outflow_transaction: outflow_entry.transaction)
assert_raises ActiveRecord::RecordInvalid do
Transfer.create!(inflow_transaction: inflow_entry2.transaction, outflow_transaction: outflow_entry.transaction)
end
end
test "kind_for_account returns investment_contribution for investment accounts" do
assert_equal "investment_contribution", Transfer.kind_for_account(accounts(:investment))
end
test "kind_for_account returns investment_contribution for crypto accounts" do
assert_equal "investment_contribution", Transfer.kind_for_account(accounts(:crypto))
end
test "kind_for_account returns loan_payment for loan accounts" do
assert_equal "loan_payment", Transfer.kind_for_account(accounts(:loan))
end
test "kind_for_account returns cc_payment for credit card accounts" do
assert_equal "cc_payment", Transfer.kind_for_account(accounts(:credit_card))
end
test "kind_for_account returns funds_movement for depository accounts" do
assert_equal "funds_movement", Transfer.kind_for_account(accounts(:depository))
end
end