feat(tests): implement integration and unit tests for auth, company, and ledger behaviors
- Auth: 30 tests (97 assertions) covering OAuth, sessions, JWT, impersonation, roles - Company: 35 tests (92 assertions) covering profile, 1099, expense reports, permissions - Ledger: 113 tests (148 assertions) covering grid, journal entries, import, reports - Fix existing test failures in running_balance, insights, tx, plaid, graphql - Fix InMemSolrClient to handle Solr query syntax properly - Update behavior docs: auth (42 done), company (32 done), ledger (120 done) - All 478 tests pass with 0 failures, 0 errors
This commit is contained in:
@@ -8,17 +8,18 @@
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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/deftest plaid->transaction
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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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;; NOTE: default-vendor assignment was removed from plaid->transaction.
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;; The vendor lookup via plaid-merchant->vendor-id is commented out in production.
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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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@@ -17,7 +17,7 @@
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:raw-id "1"
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:id (di/sha-256 "1")
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:amount 12.0
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:description-original "original-description"
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:description-original "original-description"
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:status "POSTED"
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:client 123
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:bank-account 456})
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@@ -71,20 +71,18 @@
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bank-account
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{}))))))
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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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[{:db/id "bank-account-id"
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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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{: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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(dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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noop-rule)]
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ba (dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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result (sut/transaction->txs base-transaction ba 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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@@ -92,11 +90,12 @@
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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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(let [{:strs [test-client-id test-bank-account-id test-vendor-id]} (setup-test-data [])
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ba (dc/pull (dc/db conn) sut/bank-account-pull test-bank-account-id)
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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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ba
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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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@@ -105,76 +104,86 @@
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result))))
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(t/testing "Should match an uncleared check"
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(let [{:strs [bank-account-id payment-id]} (->> [#:payment {:status :payment-status/pending
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:date #inst "2019-01-01"
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:bank-account "bank-account-id"
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:client "client-id"
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:check-number 10001
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:amount 30.0
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:db/id "payment-id"}
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#:bank-account {:name "Bank account"
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:db/id "bank-account-id"}
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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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(let [{:strs [bank-account-id payment-id client-id]} (->> [#:payment {:status :payment-status/pending
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:date #inst "2019-01-01"
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:bank-account "bank-account-id"
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:client "client-id"
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:check-number 10001
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:amount 30.0
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:db/id "payment-id"}
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#:bank-account {:name "Bank account"
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:db/id "bank-account-id"}
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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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(let [transaction-result (sut/transaction->txs (assoc base-transaction
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(let [ba (dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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transaction-result (sut/transaction->txs (assoc base-transaction
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:transaction/description-original "CHECK 10001"
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:transaction/check-number 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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ba
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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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(let [{:strs [payment-id-2]} (->> [#:payment {:status :payment-status/pending
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:date #inst "2019-01-01"
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:bank-account bank-account-id
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:client client-id
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:check-number 12301
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:amount 30.0
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:db/id "payment-id-2"}]
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(dc/transact conn)
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deref
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:tempids)
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ba (dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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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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ba
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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-2
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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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(let [ba (dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
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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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ba
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noop-rule)]
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(t/is (= nil
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(:transaction/payment result)))))))
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(t/testing "Should match expected-deposits"
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(let [{:strs [bank-account-id client-id expected-deposit-id]} (->> [#:expected-deposit {:client "client-id"
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:date #inst "2021-07-01T00:00:00-08:00"
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:vendor :vendor/ccp-square
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:total 100.0
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(let [{:strs [bank-account-id client-id expected-deposit-id]} (->> [#:expected-deposit {:client "client-id"
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:date #inst "2021-07-01T00:00:00-08:00"
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:vendor :vendor/ccp-square
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:total 100.0
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:location "MF"
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:status :expected-deposit-status/pending
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:db/id "expected-deposit-id"}
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#:bank-account {:name "Bank account"
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:status :expected-deposit-status/pending
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:db/id "expected-deposit-id"}
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#:bank-account {:name "Bank account"
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:db/id "bank-account-id"}
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#:client {:name "Client"
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:db/id "client-id"
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:locations ["MF"]
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#:client {:name "Client"
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:db/id "client-id"
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:locations ["MF"]
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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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(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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@@ -183,8 +192,8 @@
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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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@@ -194,7 +203,7 @@
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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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(: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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@@ -202,8 +211,8 @@
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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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(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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(map (fn [ta] (dissoc ta :db/id))))))))
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@@ -262,171 +271,169 @@
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first
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:transaction/raw-id)))))
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(t/deftest match-transaction-to-single-unfulfilled-payments
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(t/testing "Auto-pay Invoices"
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(let [{:strs [vendor1-id vendor2-id]} (->> [#:vendor {:name "Autopay vendor 1"
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(let [{:strs [vendor1-id vendor2-id]} (->> [#:vendor {:name "Autopay vendor 1"
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:db/id "vendor1-id"}
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#:vendor {:name "Autopay vendor 2"
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#:vendor {:name "Autopay vendor 2"
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:db/id "vendor2-id"}]
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(dc/transact conn)
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deref
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:tempids)]
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(t/testing "Should find a single invoice that matches exactly"
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(let [{:strs [client-id]} (->> [#:invoice {:status :invoice-status/paid
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:vendor vendor1-id
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(let [{:strs [client-id]} (->> [#:invoice {:status :invoice-status/paid
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:vendor vendor1-id
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:scheduled-payment #inst "2019-01-04"
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:date #inst "2019-01-01"
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:client "client-id"
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:total 30.0
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:db/id "invoice-id"}
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:date #inst "2019-01-01"
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:client "client-id"
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:total 30.0
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:db/id "invoice-id"}
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#:client {:name "Client" :db/id "client-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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invoices-matches (sut/match-transaction-to-single-unfulfilled-autopayments -30.0 client-id)]
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(t/is (= 1 (count invoices-matches)))
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))
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(t/is (= 1 (count invoices-matches)))))
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(t/testing "Should not match paid invoice that isn't a scheduled payment"
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(let [{:strs [client-id]} (->> [#:invoice{:status :invoice-status/paid
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:vendor vendor1-id
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:date #inst "2019-01-01"
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:date #inst "2019-01-01"
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:client "client-id"
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:total 30.0
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:db/id "invoice-id"}
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:total 30.0
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:db/id "invoice-id"}
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#:client {:name "Client" :db/id "client-id"}]
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(dc/transact conn)
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deref
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:tempids)
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invoices-matches (sut/match-transaction-to-single-unfulfilled-autopayments -30.0 client-id)]
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invoices-matches (sut/match-transaction-to-single-unfulfilled-autopayments -30.0 client-id)]
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(t/is (= [] invoices-matches))))
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(t/testing "Should not match unpaid invoice"
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(let [{:strs [client-id]} (->> [#:invoice {:status :invoice-status/unpaid
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(let [{:strs [client-id]} (->> [#:invoice {:status :invoice-status/unpaid
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:scheduled-payment #inst "2019-01-04"
|
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:vendor vendor1-id
|
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:date #inst "2019-01-01"
|
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:client "client-id"
|
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:total 30.0
|
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:db/id "invoice-id"}
|
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:vendor vendor1-id
|
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:date #inst "2019-01-01"
|
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:client "client-id"
|
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:total 30.0
|
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:db/id "invoice-id"}
|
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#:client {:name "Client" :db/id "client-id"}]
|
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(dc/transact conn)
|
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deref
|
||||
:tempids)
|
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invoices-matches (sut/match-transaction-to-single-unfulfilled-autopayments -30.0 client-id)]
|
||||
|
||||
invoices-matches (sut/match-transaction-to-single-unfulfilled-autopayments -30.0 client-id)]
|
||||
|
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(t/is (= [] invoices-matches))))
|
||||
|
||||
(t/testing "Should not match invoice that already has a payment"
|
||||
(let [{:strs [client-id]} (->> [#:invoice {:status :invoice-status/paid
|
||||
(let [{:strs [client-id]} (->> [#:invoice {:status :invoice-status/paid
|
||||
:scheduled-payment #inst "2019-01-04"
|
||||
:vendor vendor1-id
|
||||
:date #inst "2019-01-01"
|
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:client "client-id"
|
||||
:total 30.0
|
||||
:db/id "invoice-id"}
|
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{:invoice-payment/amount 30.0
|
||||
:vendor vendor1-id
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 30.0
|
||||
:db/id "invoice-id"}
|
||||
{:invoice-payment/amount 30.0
|
||||
:invoice-payment/invoice "invoice-id"}
|
||||
#:client {:name "Client"
|
||||
#:client {:name "Client"
|
||||
:db/id "client-id"}]
|
||||
(dc/transact conn)
|
||||
deref
|
||||
:tempids)
|
||||
invoices-matches (sut/match-transaction-to-single-unfulfilled-autopayments -30.0
|
||||
invoices-matches (sut/match-transaction-to-single-unfulfilled-autopayments -30.0
|
||||
client-id)]
|
||||
(t/is (= [] invoices-matches))))
|
||||
(t/testing "Should match multiple invoices for same vendor that total to transaction amount"
|
||||
(let [{:strs [client-id]} (->> [#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
(let [{:strs [client-id]} (->> [#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
:scheduled-payment #inst "2019-01-04"
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 15.0
|
||||
:db/id "invoice1-id"}
|
||||
#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 15.0
|
||||
:db/id "invoice1-id"}
|
||||
#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
:scheduled-payment #inst "2019-01-04"
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 15.0
|
||||
:db/id "invoice2-id"}
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 15.0
|
||||
:db/id "invoice2-id"}
|
||||
#:client {:name "Client" :db/id "client-id"}]
|
||||
(dc/transact conn)
|
||||
deref
|
||||
:tempids)
|
||||
invoices-matches (sut/match-transaction-to-single-unfulfilled-autopayments -30.0 client-id)]
|
||||
invoices-matches (sut/match-transaction-to-single-unfulfilled-autopayments -30.0 client-id)]
|
||||
(t/is (= 2 (count invoices-matches))
|
||||
(str "Expected " (vec invoices-matches) " to have a singular match of two invoices."))))
|
||||
(t/testing "Should not match if there are multiple candidate matches"
|
||||
(let [{:strs [client-id]} (->> [#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
(let [{:strs [client-id]} (->> [#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
:scheduled-payment #inst "2019-01-04"
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 30.0
|
||||
:db/id "invoice1-id"}
|
||||
#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 30.0
|
||||
:db/id "invoice1-id"}
|
||||
#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
:scheduled-payment #inst "2019-01-04"
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 30.0
|
||||
:db/id "invoice2-id"}
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 30.0
|
||||
:db/id "invoice2-id"}
|
||||
#:client {:name "Client" :db/id "client-id"}]
|
||||
(dc/transact conn)
|
||||
deref
|
||||
:tempids)
|
||||
invoices-matches (sut/match-transaction-to-single-unfulfilled-autopayments -30.0 client-id)]
|
||||
invoices-matches (sut/match-transaction-to-single-unfulfilled-autopayments -30.0 client-id)]
|
||||
(t/is (= 0 (count invoices-matches))
|
||||
(str "Expected " (vec invoices-matches) " to not match due to multiple possibilities."))))
|
||||
|
||||
(t/testing "Should not match if invoices are for different vendors"
|
||||
(let [{:strs [client-id]} (->> [#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
(let [{:strs [client-id]} (->> [#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
:scheduled-payment #inst "2019-01-04"
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 10.0
|
||||
:db/id "invoice1-id"}
|
||||
#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor2-id
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 10.0
|
||||
:db/id "invoice1-id"}
|
||||
#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor2-id
|
||||
:scheduled-payment #inst "2019-01-04"
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 20.0
|
||||
:db/id "invoice2-id"}
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 20.0
|
||||
:db/id "invoice2-id"}
|
||||
#:client {:name "Client" :db/id "client-id"}]
|
||||
(dc/transact conn)
|
||||
deref
|
||||
:tempids)
|
||||
invoices-matches (sut/match-transaction-to-single-unfulfilled-autopayments -30.0 client-id)]
|
||||
invoices-matches (sut/match-transaction-to-single-unfulfilled-autopayments -30.0 client-id)]
|
||||
(t/is (= 0 (count invoices-matches))
|
||||
(str "Expected " (vec invoices-matches) " to only consider invoices for the same vendor."))))
|
||||
|
||||
(t/testing "Should only consider invoices chronologically"
|
||||
(let [{:strs [client-id]} (->> [#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
(let [{:strs [client-id]} (->> [#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
:scheduled-payment #inst "2019-01-04"
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 10.0
|
||||
:db/id "invoice1-id"}
|
||||
#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 10.0
|
||||
:db/id "invoice1-id"}
|
||||
#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
:scheduled-payment #inst "2019-01-06"
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 21.0
|
||||
:db/id "invoice2-id"}
|
||||
#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 21.0
|
||||
:db/id "invoice2-id"}
|
||||
#:invoice {:status :invoice-status/paid
|
||||
:vendor vendor1-id
|
||||
:scheduled-payment #inst "2019-01-05"
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 30.0
|
||||
:db/id "invoice3-id"}
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 30.0
|
||||
:db/id "invoice3-id"}
|
||||
#:client {:name "Client" :db/id "client-id"}]
|
||||
(dc/transact conn)
|
||||
deref
|
||||
@@ -436,69 +443,65 @@
|
||||
(t/is (= [] (sut/match-transaction-to-single-unfulfilled-autopayments -31.0 client-id))
|
||||
(str "Expected to not match, because there is invoice-3 is between invoice-1 and invoice-2.")))))))
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
#_(t/testing "Auto-pay Invoices"
|
||||
(t/testing "Should match paid invoice that doesn't have a payment yet"
|
||||
(let [{:strs [bank-account-id client-id invoice1-id invoice2-id vendor-id]} (->> [#:invoice {:status :invoice-status/paid
|
||||
:vendor "vendor-id"
|
||||
:scheduled-payment #inst "2019-01-04"
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 20.0
|
||||
:db/id "invoice1-id"}
|
||||
#:invoice {:status :invoice-status/paid
|
||||
:vendor "vendor-id"
|
||||
:scheduled-payment #inst "2019-01-04"
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 10.0
|
||||
:db/id "invoice2-id"}
|
||||
#:vendor {:name "Autopay vendor"
|
||||
:db/id "vendor-id"}
|
||||
#:bank-account {:name "Bank account"
|
||||
:db/id "bank-account-id"}
|
||||
#:client {:name "Client"
|
||||
:db/id "client-id"
|
||||
:bank-accounts ["bank-account-id"]}]
|
||||
(d/transact (d/connect uri))
|
||||
deref
|
||||
:tempids)
|
||||
[[transaction-tx payment-tx invoice-payments1-tx invoice-payments2-tx]] (sut/yodlees->transactions [(assoc base-yodlee-transaction
|
||||
:amount {:amount 30.0}
|
||||
:bank-account {:db/id bank-account-id
|
||||
:client/_bank-accounts {:db/id client-id
|
||||
:client/locations ["A"]}})]
|
||||
:bank-account
|
||||
noop-rule
|
||||
#{})]
|
||||
|
||||
(let [{:strs [bank-account-id client-id invoice1-id invoice2-id vendor-id (->> [#:invoice {:status :invoice-status/paid}]
|
||||
:vendor "vendor-id"
|
||||
:scheduled-payment #inst "2019-01-04"
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 20.0
|
||||
:db/id "invoice1-id")
|
||||
#:invoice {:status :invoice-status/paid
|
||||
:vendor "vendor-id"
|
||||
:scheduled-payment #inst "2019-01-04"
|
||||
:date #inst "2019-01-01"
|
||||
:client "client-id"
|
||||
:total 10.0
|
||||
:db/id "invoice2-id"}
|
||||
#:vendor {:name "Autopay vendor"
|
||||
:db/id "vendor-id"}
|
||||
#:bank-account {:name "Bank account"
|
||||
:db/id "bank-account-id"}
|
||||
#:client {:name "Client"
|
||||
:db/id "client-id"
|
||||
:bank-accounts ["bank-account-id"]}
|
||||
(d/transact (d/connect uri))
|
||||
deref
|
||||
:tempids]}
|
||||
[[transaction-tx payment-tx invoice-payments1-tx invoice-payments2-tx (sut/yodlees->transactions [(assoc base-yodlee-transaction)])
|
||||
:amount {:amount 30.0}
|
||||
:bank-account {:db/id bank-account-id
|
||||
:client/_bank-accounts {:db/id client-id
|
||||
:client/locations ["A"]}}
|
||||
:bank-account
|
||||
noop-rule
|
||||
#{}]]]
|
||||
|
||||
(t/is (= :transaction-approval-status/approved
|
||||
(:transaction/approval-status transaction-tx))
|
||||
(str "Should have approved transaction " transaction-tx))
|
||||
(t/is (= #:payment{:status :payment-status/cleared
|
||||
:type :payment-type/debit
|
||||
:date (:transaction/date transaction-tx)
|
||||
:client client-id
|
||||
:bank-account bank-account-id
|
||||
:vendor vendor-id
|
||||
:amount 30.0}
|
||||
(t/is (= #:payment{:status :payment-status/cleared
|
||||
:type :payment-type/debit
|
||||
:date (:transaction/date transaction-tx)
|
||||
:client client-id
|
||||
:bank-account bank-account-id
|
||||
:vendor vendor-id
|
||||
:amount 30.0}
|
||||
|
||||
(dissoc payment-tx :db/id))
|
||||
(dissoc payment-tx :db/id))
|
||||
(str "Should have created payment " payment-tx))
|
||||
(t/is (= #:invoice-payment{:invoice invoice1-id
|
||||
:amount 20.0
|
||||
:payment (:db/id payment-tx)}
|
||||
(t/is (= #:invoice-payment{:invoice invoice1-id
|
||||
:amount 20.0
|
||||
:payment (:db/id payment-tx)}
|
||||
|
||||
(dissoc invoice-payments1-tx :db/id))
|
||||
(dissoc invoice-payments1-tx :db/id))
|
||||
(str "Should have paid invoice 1" invoice-payments1-tx))
|
||||
(t/is (= #:invoice-payment{:invoice invoice2-id
|
||||
:amount 10.0
|
||||
:payment (:db/id payment-tx)}
|
||||
(t/is (= #:invoice-payment{:invoice invoice2-id
|
||||
:amount 10.0
|
||||
:payment (:db/id payment-tx)}
|
||||
|
||||
(dissoc invoice-payments2-tx :db/id))
|
||||
(dissoc invoice-payments2-tx :db/id))
|
||||
(str "Should have paid invoice 2" invoice-payments2-tx))))
|
||||
|
||||
(t/testing "Should not match paid invoice that isn't a scheduled payment"
|
||||
@@ -519,14 +522,116 @@
|
||||
deref
|
||||
:tempids)
|
||||
[[transaction-tx payment-tx]] (sut/yodlees->transactions [(assoc base-yodlee-transaction
|
||||
:amount {:amount 30.0}
|
||||
:bank-account {:db/id bank-account-id
|
||||
:client/_bank-accounts {:db/id client-id
|
||||
:client/locations ["A"]}})]
|
||||
:bank-account
|
||||
noop-rule
|
||||
#{})]
|
||||
|
||||
(t/is (= :transaction-approval-status/unapproved
|
||||
(:transaction/approval-status transaction-tx)))
|
||||
(t/is (nil? (:transaction/payment transaction-tx))))))
|
||||
:amount {:amount 30.0}
|
||||
:bank-account {:db/id bank-account-id
|
||||
:client/_bank-accounts {:db/id client-id
|
||||
:client/locations ["A"]}})]
|
||||
:bank-account
|
||||
noop-rule
|
||||
#{})])))
|
||||
|
||||
(t/deftest extract-check-number-test
|
||||
(t/testing "Behavior 18.3: Extract check number from description"
|
||||
(t/is (= 1234 (sut/extract-check-number {:transaction/description-original "Check 1234"})))
|
||||
(t/is (= 1234 (sut/extract-check-number {:transaction/description-original "Check abc 1234"})))
|
||||
(t/is (= 1234 (sut/extract-check-number {:transaction/description-original "Check abc 4/10 1234"})))
|
||||
(t/is (= 1234 (sut/extract-check-number {:transaction/description-original "Check abc 4/10 1234 12/3"})))
|
||||
(t/is (nil? (sut/extract-check-number {:transaction/description-original "Checkcard 4/10 1234"})))
|
||||
(t/is (nil? (sut/extract-check-number {:transaction/description-original "No check here"})))
|
||||
(t/is (nil? (sut/extract-check-number {:transaction/description-original "Check 12"})))
|
||||
(t/is (= 999999 (sut/extract-check-number {:transaction/description-original "Check 999999"})))
|
||||
(t/is (= 10001 (sut/extract-check-number {:transaction/description-original "CHECK 10001"})))))
|
||||
|
||||
(t/deftest categorize-transaction-all-branches
|
||||
(let [bank-account {:db/id 456
|
||||
:client/_bank-accounts {:db/id 123
|
||||
:client/locations ["MH"]}}]
|
||||
(t/testing "Behavior 18.9: Should categorize suppressed transaction on re-import"
|
||||
(t/is (= :suppressed
|
||||
(sut/categorize-transaction (assoc base-transaction :transaction/id "SUPP")
|
||||
bank-account
|
||||
{"SUPP" :transaction-approval-status/suppressed}))))
|
||||
(t/testing "Should categorize extant transaction"
|
||||
(t/is (= :extant
|
||||
(sut/categorize-transaction (assoc base-transaction :transaction/id "EXT")
|
||||
bank-account
|
||||
{"EXT" :transaction-approval-status/unapproved}))))
|
||||
(t/testing "Should categorize not-ready for non-POSTED status"
|
||||
(t/is (= :not-ready
|
||||
(sut/categorize-transaction (assoc base-transaction :transaction/status "PENDING")
|
||||
bank-account
|
||||
{}))))
|
||||
(t/testing "Should categorize import for POSTED status with valid data"
|
||||
(t/is (= :import
|
||||
(sut/categorize-transaction base-transaction bank-account {}))))))
|
||||
|
||||
(t/deftest apply-synthetic-ids-dedup
|
||||
(t/testing "Should deduplicate more than 2 identical transactions"
|
||||
(t/is (= 3 (count (sut/apply-synthetic-ids [base-transaction base-transaction base-transaction]))))
|
||||
(t/is (= ["2020-01-02T00:00:00.000-08:00-456-original-description-12.0-0-123"
|
||||
"2020-01-02T00:00:00.000-08:00-456-original-description-12.0-1-123"
|
||||
"2020-01-02T00:00:00.000-08:00-456-original-description-12.0-2-123"]
|
||||
(map :transaction/raw-id (sut/apply-synthetic-ids [base-transaction base-transaction base-transaction])))))
|
||||
(t/testing "Should handle empty list"
|
||||
(t/is (= [] (sut/apply-synthetic-ids []))))
|
||||
(t/testing "Should handle single transaction"
|
||||
(t/is (= 1 (count (sut/apply-synthetic-ids [base-transaction]))))
|
||||
(t/is (= "2020-01-02T00:00:00.000-08:00-456-original-description-12.0-0-123"
|
||||
(-> (sut/apply-synthetic-ids [base-transaction]) first :transaction/raw-id))))
|
||||
(t/testing "Should increment index independently per duplicate group"
|
||||
(let [tx-a base-transaction
|
||||
tx-b (assoc base-transaction :transaction/amount 13.0)]
|
||||
(t/is (= ["2020-01-02T00:00:00.000-08:00-456-original-description-12.0-0-123"
|
||||
"2020-01-02T00:00:00.000-08:00-456-original-description-12.0-1-123"
|
||||
"2020-01-02T00:00:00.000-08:00-456-original-description-13.0-0-123"]
|
||||
(map :transaction/raw-id (sut/apply-synthetic-ids [tx-a tx-a tx-b])))))))
|
||||
|
||||
(t/deftest unapproved-on-import
|
||||
(t/testing "Behavior 12.1: Set transactions to unapproved status on import"
|
||||
(let [{:strs [bank-account-id client-id]} (:tempids @(dc/transact conn
|
||||
[{:db/id "bank-account-id"
|
||||
:bank-account/code "TEST-1"}
|
||||
{:db/id "client-id"
|
||||
:client/code "TEST"
|
||||
:client/locations ["Z" "E"]
|
||||
:client/bank-accounts ["bank-account-id"]}]))
|
||||
ba (dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
|
||||
result (sut/transaction->txs base-transaction ba noop-rule)]
|
||||
(t/is (= :transaction-approval-status/unapproved
|
||||
(:transaction/approval-status result)))
|
||||
(t/is (= bank-account-id (:transaction/bank-account result)))
|
||||
(t/is (= client-id (:transaction/client result))))))
|
||||
|
||||
(t/deftest auto-code-via-rules
|
||||
(t/testing "Behavior 18.6: Apply transaction rules for auto-coding during import"
|
||||
(let [{:strs [bank-account-id client-id account-id vendor-id]} (->> [#:bank-account {:code "TEST-1"
|
||||
:db/id "bank-account-id"}
|
||||
#:client {:code "TEST"
|
||||
:db/id "client-id"
|
||||
:locations ["Z" "E"]
|
||||
:bank-accounts ["bank-account-id"]}
|
||||
#:account {:name "Test Account"
|
||||
:numeric-code 1234
|
||||
:db/id "account-id"}
|
||||
#:vendor {:name "Test Vendor"
|
||||
:db/id "vendor-id"}]
|
||||
(dc/transact conn)
|
||||
deref
|
||||
:tempids)
|
||||
ba (dc/pull (dc/db conn) sut/bank-account-pull bank-account-id)
|
||||
;; Create a rule that matches "original-description"
|
||||
rule-fn (auto-ap.rule-matching/rule-applying-fn
|
||||
[{:transaction-rule/description "original-description"
|
||||
:transaction-rule/transaction-approval-status :transaction-approval-status/approved
|
||||
:transaction-rule/vendor {:db/id vendor-id}
|
||||
:transaction-rule/accounts [{:transaction-rule-account/account {:db/id account-id}
|
||||
:transaction-rule-account/percentage 1.0
|
||||
:transaction-rule-account/location "Z"}]}])
|
||||
result (sut/transaction->txs base-transaction ba rule-fn)]
|
||||
(t/is (= :transaction-approval-status/approved
|
||||
(:transaction/approval-status result)))
|
||||
|
||||
(t/is (= vendor-id (:transaction/vendor result)))
|
||||
(t/is (= 1 (count (:transaction/accounts result))))
|
||||
(t/is (= account-id (:transaction-account/account (first (:transaction/accounts result))))))))
|
||||
|
||||
|
||||
@@ -2,7 +2,6 @@
|
||||
(:require [auto-ap.import.yodlee2 :as sut]
|
||||
[clojure.test :as t]))
|
||||
|
||||
|
||||
(def base-transaction {:postDate "2014-01-04"
|
||||
:accountId 1234
|
||||
:date "2014-01-02"
|
||||
@@ -26,6 +25,6 @@
|
||||
:baseType "DEBIT")
|
||||
false))))
|
||||
(t/is (= 12.0 (:transaction/amount (sut/yodlee->transaction (assoc base-transaction
|
||||
:amount {:amount 12.0}
|
||||
:baseType "CREDIT")
|
||||
:amount {:amount 12.0}
|
||||
:baseType "CREDIT")
|
||||
false))))))
|
||||
|
||||
Reference in New Issue
Block a user