When plaid merchant is linked to vendor, automatically code to that vendor.
This commit is contained in:
Bryce
26
test/clj/auto_ap/import/plaid_test.clj
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26
test/clj/auto_ap/import/plaid_test.clj
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@@ -0,0 +1,26 @@
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(ns auto-ap.import.plaid-test
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(:require [auto-ap.import.plaid :as sut]
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[clojure.test :as t]))
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(def base-transaction {:name "This is a bank transaction text"
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:transaction_id "123"
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:account {:type "debit"}
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:amount 123.45
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:date "2023-01-01"})
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(t/deftest plaid->transaction
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(t/testing "Should invert amount if a credit account"
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(t/is (= 123.45 (:transaction/amount (sut/plaid->transaction base-transaction {}))))
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(t/is (= -123.45 (:transaction/amount (sut/plaid->transaction (assoc base-transaction :account {:type "credit"}) {})))))
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(t/testing "Should assign a plaid merchant if a merchant is found"
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(t/is (= "Home Depot" (-> (sut/plaid->transaction (assoc base-transaction
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:merchant_name "Home Depot")
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{})
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:transaction/plaid-merchant
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:plaid-merchant/name))))
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(t/testing "Should assign a default vendor if a merchant is found, with a matching vendor lookup"
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(t/is (= 12354 (-> (sut/plaid->transaction (assoc base-transaction
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:merchant_name "Home Depot")
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{"Home Depot" 12354})
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:transaction/default-vendor)))))
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@@ -2,11 +2,10 @@
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(:require
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[auto-ap.datomic :refer [conn]]
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[auto-ap.import.transactions :as sut]
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[auto-ap.integration.util :refer [wrap-setup]]
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[iol-ion.tx.upsert-transaction :refer [upsert-transaction]]
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[datomic.api :as dc]
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[auto-ap.integration.util :refer [setup-test-data wrap-setup]]
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[clj-time.coerce :as coerce]
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[clojure.test :as t]
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[datomic.api :as dc]
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[digest :as di]))
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(t/use-fixtures :each wrap-setup)
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@@ -76,20 +75,33 @@
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(t/deftest transaction->txs
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(t/testing "Should import and code transactions"
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(t/testing "Should import one transaction"
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(let [{:strs [bank-account-id client-id]} (:tempids @(dc/transact conn
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(let [{:strs [bank-account-id client-id]} (:tempids @(dc/transact conn
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[{:db/id "bank-account-id"
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:bank-account/code "TEST-1"}
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{:db/id "client-id"
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:client/code "TEST"
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:client/locations ["Z" "E"]
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:client/bank-accounts ["bank-account-id"]}]))
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result (sut/transaction->txs base-transaction
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result (sut/transaction->txs base-transaction
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(dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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noop-rule)]
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(t/is (= (assoc base-transaction
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:transaction/approval-status :transaction-approval-status/unapproved
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:transaction/bank-account bank-account-id
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:transaction/client client-id)
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:transaction/approval-status :transaction-approval-status/unapproved
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:transaction/bank-account bank-account-id
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:transaction/client client-id)
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result))))
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(t/testing "Should apply a default vendor"
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(let [ {:strs [test-client-id test-bank-account-id test-vendor-id]} (setup-test-data [])
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result (sut/transaction->txs (assoc base-transaction
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:transaction/default-vendor test-vendor-id)
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(dc/pull (dc/db conn) sut/bank-account-pull test-bank-account-id)
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noop-rule)]
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(t/is (= (assoc base-transaction
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:transaction/approval-status :transaction-approval-status/unapproved
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:transaction/bank-account test-bank-account-id
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:transaction/vendor test-vendor-id
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:transaction/client test-client-id)
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result))))
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(t/testing "Should match an uncleared check"
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@@ -105,39 +117,39 @@
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#:client {:name "Client"
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:db/id "client-id"
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:bank-accounts ["bank-account-id"]}]
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(dc/transact conn)
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deref
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:tempids)]
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(dc/transact conn)
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deref
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:tempids)]
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(let [transaction-result (sut/transaction->txs (assoc base-transaction
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:transaction/description-original "CHECK 10001"
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:transaction/amount -30.0)
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(dc/pull (dc/db conn ) sut/bank-account-pull bank-account-id)
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noop-rule)]
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:transaction/description-original "CHECK 10001"
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:transaction/amount -30.0)
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(dc/pull (dc/db conn ) sut/bank-account-pull bank-account-id)
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noop-rule)]
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(t/is (= {:db/id payment-id
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(t/is (= {:db/id payment-id
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:payment/status :payment-status/cleared}
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(:transaction/payment transaction-result))))
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(t/testing "Should match a check that matches on amount if check number does not match"
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(let [transaction-result (sut/transaction->txs (assoc base-transaction
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:transaction/description-original "CHECK 12301"
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:transaction/amount -30.0)
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(dc/pull (dc/db conn ) sut/bank-account-pull bank-account-id)
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noop-rule)]
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:transaction/description-original "CHECK 12301"
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:transaction/amount -30.0)
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(dc/pull (dc/db conn ) sut/bank-account-pull bank-account-id)
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noop-rule)]
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(t/is (= {:db/id payment-id
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(t/is (= {:db/id payment-id
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:payment/status :payment-status/cleared}
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(:transaction/payment transaction-result)))))
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(t/testing "Should not match an already matched check"
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@(dc/transact conn [{:db/id payment-id :payment/status :payment-status/cleared}])
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(let [result (sut/transaction->txs (assoc base-transaction
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:transaction/description-original "CHECK 10001"
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:transaction/amount -30.0)
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(dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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noop-rule)]
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:transaction/description-original "CHECK 10001"
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:transaction/amount -30.0)
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(dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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noop-rule)]
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(t/is (= nil
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(:transaction/payment result)))))))
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@@ -164,50 +176,51 @@
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(t/testing "Should match within 10 days"
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(let [transaction-result (sut/transaction->txs (assoc base-transaction
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:transaction/date #inst "2021-07-03T00:00:00-08:00"
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:transaction/amount 100.0)
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(dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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noop-rule)]
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:transaction/date #inst "2021-07-03T00:00:00-08:00"
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:transaction/amount 100.0)
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(dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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noop-rule)]
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(t/is (= expected-deposit-id
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(:db/id (sut/find-expected-deposit client-id 100.0 (clj-time.coerce/to-date-time #inst "2021-07-03T00:00:00-08:00")))))
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(t/is (= {:db/id expected-deposit-id
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(t/is (= {:db/id expected-deposit-id
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:expected-deposit/status :expected-deposit-status/cleared}
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(:transaction/expected-deposit transaction-result)))))
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(t/testing "Should copy vendor from expected-depoisit"
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(let [transaction-result (sut/transaction->txs (assoc base-transaction
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:transaction/vendor :vendor/ccp-square)
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(dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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noop-rule)]
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:transaction/vendor :vendor/ccp-square)
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(dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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noop-rule)]
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(t/is (= :vendor/ccp-square
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(:transaction/vendor transaction-result)))))
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(t/testing "Should credit CCP"
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(let [transaction-result (sut/transaction->txs (assoc base-transaction
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:transaction/date #inst "2021-07-03T00:00:00-08:00"
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:transaction/amount 100.0)
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(dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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noop-rule)]
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(t/is (= [{:transaction-account/account :account/ccp
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:transaction-account/amount 100.0
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:transaction/date #inst "2021-07-03T00:00:00-08:00"
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:transaction/amount 100.0)
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(dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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noop-rule)]
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(t/is (= [{:transaction-account/account :account/ccp
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:transaction-account/amount 100.0
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:transaction-account/location "A"}]
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(:transaction/accounts transaction-result)))))
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(->> (:transaction/accounts transaction-result)
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(map (fn [ta] (dissoc ta :db/id))))))))
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(t/testing "Should not match old expected deposits"
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(let [transaction-result (sut/transaction->txs (assoc base-transaction
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:transaction/date #inst "2021-07-13"
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:transaction/amount 100.0)
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(dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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noop-rule)]
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:transaction/date #inst "2021-07-13"
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:transaction/amount 100.0)
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(dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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noop-rule)]
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(t/is (not (:transaction/expected-deposit transaction-result)))))
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(t/testing "Should only match exact."
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(let [transaction-result (sut/transaction->txs (assoc base-transaction
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:transaction/date "2021-07-03"
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:transaction/amount 100.01)
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(dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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noop-rule)]
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:transaction/date "2021-07-03"
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:transaction/amount 100.01)
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(dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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noop-rule)]
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(t/is (not (:transaction/expected-deposit transaction-result)))))))))
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(t/deftest apply-synthetic-ids
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