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52588784d0
- 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.
55 lines
2.0 KiB
Ruby
55 lines
2.0 KiB
Ruby
require "test_helper"
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class TransactionTest < ActiveSupport::TestCase
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test "pending? is true when extra.simplefin.pending is truthy" do
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transaction = Transaction.new(extra: { "simplefin" => { "pending" => true } })
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assert transaction.pending?
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end
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test "pending? is true when extra.plaid.pending is truthy" do
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transaction = Transaction.new(extra: { "plaid" => { "pending" => "true" } })
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assert transaction.pending?
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end
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test "pending? is false when no provider pending metadata is present" do
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transaction = Transaction.new(extra: { "plaid" => { "pending" => false } })
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assert_not transaction.pending?
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end
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test "investment_contribution is a valid kind" do
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transaction = Transaction.new(kind: "investment_contribution")
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assert_equal "investment_contribution", transaction.kind
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assert transaction.investment_contribution?
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end
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test "all transaction kinds are valid" do
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valid_kinds = %w[standard funds_movement cc_payment loan_payment one_time investment_contribution]
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valid_kinds.each do |kind|
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transaction = Transaction.new(kind: kind)
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assert_equal kind, transaction.kind, "#{kind} should be a valid transaction kind"
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end
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end
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test "INTERNAL_ACTIVITY_LABELS contains expected labels" do
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assert_includes Transaction::INTERNAL_ACTIVITY_LABELS, "Buy"
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assert_includes Transaction::INTERNAL_ACTIVITY_LABELS, "Sell"
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assert_includes Transaction::INTERNAL_ACTIVITY_LABELS, "Reinvestment"
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assert_includes Transaction::INTERNAL_ACTIVITY_LABELS, "Exchange"
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end
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test "ACTIVITY_LABELS contains all valid labels" do
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assert_includes Transaction::ACTIVITY_LABELS, "Buy"
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assert_includes Transaction::ACTIVITY_LABELS, "Sell"
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assert_includes Transaction::ACTIVITY_LABELS, "Sweep In"
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assert_includes Transaction::ACTIVITY_LABELS, "Sweep Out"
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assert_includes Transaction::ACTIVITY_LABELS, "Dividend"
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assert_includes Transaction::ACTIVITY_LABELS, "Interest"
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assert_includes Transaction::ACTIVITY_LABELS, "Fee"
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end
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end
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