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Testing Account Management System Integration in Maybe Finance

This test suite validates account management functionality in Maybe Finance, covering creation and updates for various account types including depository, investment, crypto, property, and liability accounts. The tests ensure proper form handling, data persistence, and UI interactions across different account scenarios.

Test Coverage Overview

Comprehensive coverage of account creation workflows across 9 different account types.

Key functionality tested includes:

Account creation for financial accounts (depository, investment, crypto)
Property and vehicle account specifics
Liability accounts (credit cards, loans)
Account editing and verification
Sync functionality for all accounts

Implementation Analysis

Implements system tests using Minitest framework with a focus on end-to-end user workflows. The testing approach utilizes helper methods for common actions and assertions, demonstrating DRY principles.

Technical patterns include:

Setup stubs for external dependencies (Link token)
Reusable test helpers for account creation
Dynamic form handling based on account types
Verification of UI elements and navigation flows

Technical Details

Testing infrastructure includes:

ApplicationSystemTestCase as base class
Capybara for browser interaction
Minitest assertions and matchers
Mocha for stubbing external calls
Custom helper methods for repetitive operations

Best Practices Demonstrated

The test suite exhibits strong testing practices through modular organization and thorough validation steps.

Notable practices include:

Consistent setup and teardown patterns
Isolated test cases for each account type
Comprehensive validation of created entities
Proper separation of concerns in helper methods
Clear naming conventions and test organization

maybe-finance/maybe

test/system/accounts_test.rb

            
require "application_system_test_case"

class AccountsTest < ApplicationSystemTestCase
  setup do
    sign_in @user = users(:family_admin)

    Family.any_instance.stubs(:get_link_token).returns("test-link-token")

    visit root_url
    open_new_account_modal
  end

  test "can create depository account" do
    assert_account_created("Depository")
  end

  test "can create investment account" do
    assert_account_created("Investment")
  end

  test "can create crypto account" do
    assert_account_created("Crypto")
  end

  test "can create property account" do
    assert_account_created "Property" do
      fill_in "Year built", with: 2005
      fill_in "Living area", with: 2250
      fill_in "Street address", with: "123 Main St"
      fill_in "City", with: "San Francisco"
      fill_in "State/Province", with: "CA"
      fill_in "ZIP/Postal code", with: "94101"
      fill_in "Country", with: "US"
    end
  end

  test "can create vehicle account" do
    assert_account_created "Vehicle" do
      fill_in "Make", with: "Toyota"
      fill_in "Model", with: "Camry"
      fill_in "Year", with: "2020"
      fill_in "Mileage", with: "30000"
    end
  end

  test "can create other asset account" do
    assert_account_created("OtherAsset")
  end

  test "can create credit card account" do
    assert_account_created "CreditCard" do
      fill_in "Available credit", with: 1000
      fill_in "Minimum payment", with: 25
      fill_in "APR", with: 15.25
      fill_in "Expiration date", with: 1.year.from_now.to_date
      fill_in "Annual fee", with: 100
    end
  end

  test "can create loan account" do
    assert_account_created "Loan" do
      fill_in "Interest rate", with: 5.25
      select "Fixed", from: "Rate type"
      fill_in "Term (months)", with: 360
    end
  end

  test "can create other liability account" do
    assert_account_created("OtherLiability")
  end

  test "can sync all accounts on accounts page" do
    visit accounts_url
    assert_button "Sync all"
  end

  private

    def open_new_account_modal
      click_link "sidebar-new-account"
    end

    def assert_account_created(accountable_type, &block)
      click_link humanized_accountable(accountable_type)
      click_link "Enter account balance" if accountable_type.in?(%w[Depository Investment Crypto Loan CreditCard])

      account_name = "[system test] #{accountable_type} Account"

      fill_in "Account name*", with: account_name
      fill_in "account[balance]", with: 100.99

      yield if block_given?

      click_button "Create Account"

      find("details", text: humanized_accountable(accountable_type)).click
      assert_text account_name

      visit accounts_url
      assert_text account_name

      created_account = Account.order(:created_at).last

      visit account_url(created_account)

      within "header" do
        find('button[data-menu-target="button"]').click
        click_on "Edit"
      end

      fill_in "Account name", with: "Updated account name"
      click_button "Update Account"
      assert_selector "h2", text: "Updated account name"
    end

    def humanized_accountable(accountable_type)
      accountable_type.constantize.model_name.human
    end
end