@tuturuuu/ui 0.5.0 → 0.6.0

package/src/components/ui/finance/wallets/checkpoints/wallet-checkpoints.test.tsx

@@ -1,32 +1,42 @@
 import { QueryClient, QueryClientProvider } from '@tanstack/react-query';
 import { fireEvent, render, screen, waitFor } from '@testing-library/react';
-import type { ReactElement } from 'react';
+import type { ReactElement, ReactNode } from 'react';
 import { beforeEach, describe, expect, it, vi } from 'vitest';
 import { WalletCheckpointAdjustmentDialog } from './wallet-checkpoint-adjustment-dialog';
 import { WalletCheckpointAmount } from './wallet-checkpoint-amount';
+import { WalletCheckpointHistoryDialog } from './wallet-checkpoint-history-dialog';
 import { WalletCheckpointPanel } from './wallet-checkpoint-panel';
 import { WalletTotalCheckDialog } from './wallet-total-check-dialog';
 
 const mocks = vi.hoisted(() => ({
-  createTransaction: vi.fn(),
   createWalletCheckpointBatch: vi.fn(),
+  createWalletCheckpointReconciliation: vi.fn(),
+  defaultReconciliationCategoryId: '',
   deleteWalletCheckpoint: vi.fn(),
+  getWalletCheckpointHistory: vi.fn(),
   isConfidential: true,
+  listWallets: vi.fn(),
   listTransactionCategories: vi.fn(),
   listWalletCheckpoints: vi.fn(),
   success: vi.fn(),
 }));
 
 vi.mock('@tuturuuu/internal-api/finance', () => ({
-  createTransaction: (...args: Parameters<typeof mocks.createTransaction>) =>
-    mocks.createTransaction(...args),
   createWalletCheckpoint: vi.fn(),
   createWalletCheckpointBatch: (
     ...args: Parameters<typeof mocks.createWalletCheckpointBatch>
   ) => mocks.createWalletCheckpointBatch(...args),
+  createWalletCheckpointReconciliation: (
+    ...args: Parameters<typeof mocks.createWalletCheckpointReconciliation>
+  ) => mocks.createWalletCheckpointReconciliation(...args),
   deleteWalletCheckpoint: (
     ...args: Parameters<typeof mocks.deleteWalletCheckpoint>
   ) => mocks.deleteWalletCheckpoint(...args),
+  getWalletCheckpointHistory: (
+    ...args: Parameters<typeof mocks.getWalletCheckpointHistory>
+  ) => mocks.getWalletCheckpointHistory(...args),
+  listWallets: (...args: Parameters<typeof mocks.listWallets>) =>
+    mocks.listWallets(...args),
   listTransactionCategories: (
     ...args: Parameters<typeof mocks.listTransactionCategories>
   ) => mocks.listTransactionCategories(...args),
@@ -36,6 +46,40 @@ vi.mock('@tuturuuu/internal-api/finance', () => ({
   updateWalletCheckpoint: vi.fn(),
 }));
 
+vi.mock('@tuturuuu/ui/hooks/use-workspace-config', () => ({
+  useWorkspaceConfig: () => ({
+    data: mocks.defaultReconciliationCategoryId,
+    isLoading: false,
+  }),
+}));
+
+vi.mock('@tuturuuu/ui/select', () => ({
+  Select: ({
+    children,
+    onValueChange,
+    value,
+  }: {
+    children: ReactNode;
+    onValueChange: (value: string) => void;
+    value: string;
+  }) => (
+    <select
+      onChange={(event) => onValueChange(event.target.value)}
+      value={value}
+    >
+      {children}
+    </select>
+  ),
+  SelectContent: ({ children }: { children: ReactNode }) => children,
+  SelectItem: ({ children, value }: { children: ReactNode; value: string }) => (
+    <option value={value}>
+      {typeof children === 'string' ? children : value}
+    </option>
+  ),
+  SelectTrigger: ({ children }: { children: ReactNode }) => children,
+  SelectValue: () => null,
+}));
+
 vi.mock('@tuturuuu/ui/sonner', () => ({
   toast: {
     error: vi.fn(),
@@ -72,12 +116,29 @@ function renderWithQueryClient(ui: ReactElement) {
 describe('wallet checkpoint UI', () => {
   beforeEach(() => {
     vi.clearAllMocks();
+    mocks.defaultReconciliationCategoryId = '';
     mocks.isConfidential = true;
-    mocks.createTransaction.mockResolvedValue({ transaction_id: 'tx-1' });
+    mocks.createWalletCheckpointReconciliation.mockResolvedValue({
+      checked_at: '2026-06-11T10:00:00.000Z',
+      checkpoint_id: 'checkpoint-1',
+      created: true,
+      offset_amount: -12.34,
+      transaction_id: 'tx-1',
+      wallet_id: 'wallet-1',
+    });
     mocks.createWalletCheckpointBatch.mockResolvedValue({
       data: [],
       totals_by_currency: [],
     });
+    mocks.getWalletCheckpointHistory.mockResolvedValue({
+      audit_statuses: [],
+      checkpoints: [],
+      intervals: [],
+      latest_checkpoints: [],
+      totals_by_currency: [],
+      wallets: [],
+    });
+    mocks.listWallets.mockResolvedValue([]);
     mocks.listTransactionCategories.mockResolvedValue([]);
     mocks.listWalletCheckpoints.mockResolvedValue({
       data: [],
@@ -101,32 +162,37 @@ describe('wallet checkpoint UI', () => {
   });
 
   it('saves all-wallet checks with typed decimal values intact', async () => {
+    mocks.listWallets.mockResolvedValue([
+      {
+        balance: 0,
+        currency: 'USD',
+        id: 'wallet-1',
+        name: 'Cash',
+      },
+      {
+        balance: 0,
+        currency: 'VND',
+        id: 'wallet-2',
+        name: 'Bank',
+      },
+    ]);
+
     renderWithQueryClient(
-      <WalletTotalCheckDialog
-        wsId="ws-1"
-        canUpdateWallets
-        wallets={[
-          {
-            balance: 0,
-            currency: 'USD',
-            id: 'wallet-1',
-            name: 'Cash',
-          },
-          {
-            balance: 0,
-            currency: 'VND',
-            id: 'wallet-2',
-            name: 'Bank',
-          },
-        ]}
-      />
+      <WalletTotalCheckDialog wsId="ws-1" canUpdateWallets currency="USD" />
     );
 
+    expect(mocks.listWallets).not.toHaveBeenCalled();
+
     fireEvent.click(screen.getByRole('button', { name: 'all_wallet_check' }));
+    await waitFor(() => {
+      expect(mocks.listWallets).toHaveBeenCalledWith('ws-1');
+    });
     expect(
       screen.getByRole('button', { name: 'save_checkpoints' })
     ).toBeDisabled();
 
+    await screen.findByLabelText('actual_balance_with_currency:USD');
+
     fireEvent.change(
       screen.getByLabelText('actual_balance_with_currency:USD'),
       {
@@ -236,7 +302,7 @@ describe('wallet checkpoint UI', () => {
     expect(await screen.findByText('clean')).toBeInTheDocument();
     expect(screen.getByText('unresolved')).toBeInTheDocument();
     expect(
-      screen.getByRole('button', { name: 'create_adjustment' })
+      screen.getByRole('button', { name: 'reconcile' })
     ).toBeInTheDocument();
     expect(
       screen.getByRole('button', { name: 'edit_checkpoint' })
@@ -246,11 +312,12 @@ describe('wallet checkpoint UI', () => {
     ).toBeInTheDocument();
   });
 
-  it('creates adjustment transactions with exact signed variance and reports disabled', async () => {
+  it('submits checkpoint reconciliations through the recomputing endpoint', async () => {
     renderWithQueryClient(
       <WalletCheckpointAdjustmentDialog
         wsId="ws-1"
         walletId="wallet-1"
+        checkpointId="checkpoint-1"
         walletName="Cash"
         checkedAt="2026-06-11T10:00:00.000Z"
         currency="USD"
@@ -261,17 +328,214 @@ describe('wallet checkpoint UI', () => {
       />
     );
 
-    fireEvent.click(screen.getByRole('button', { name: 'create_adjustment' }));
+    const reconcileButton = screen.getByRole('button', { name: 'reconcile' });
+    await waitFor(() => expect(reconcileButton).not.toBeDisabled());
+    fireEvent.click(reconcileButton);
 
     await waitFor(() => {
-      expect(mocks.createTransaction).toHaveBeenCalledWith('ws-1', {
-        amount: -12.34,
-        category_id: undefined,
-        description: expect.stringContaining('Cash'),
-        origin_wallet_id: 'wallet-1',
-        report_opt_in: false,
-        taken_at: expect.any(String),
-      });
+      expect(mocks.createWalletCheckpointReconciliation).toHaveBeenCalledWith(
+        'ws-1',
+        'wallet-1',
+        'checkpoint-1',
+        expect.objectContaining({
+          category_id: undefined,
+          description: expect.stringContaining('Cash'),
+        })
+      );
+    });
+  });
+
+  it('preselects the configured reconciliation category', async () => {
+    mocks.defaultReconciliationCategoryId = 'category-reconcile';
+    mocks.listTransactionCategories.mockResolvedValue([
+      {
+        id: 'category-reconcile',
+        name: 'Audit',
+      },
+    ]);
+
+    renderWithQueryClient(
+      <WalletCheckpointAdjustmentDialog
+        wsId="ws-1"
+        walletId="wallet-1"
+        checkpointId="checkpoint-1"
+        walletName="Cash"
+        checkedAt="2026-06-11T10:00:00.000Z"
+        currency="USD"
+        variance={-12.34}
+        open
+        onOpenChange={vi.fn()}
+        onCreated={vi.fn()}
+      />
+    );
+
+    const reconcileButton = screen.getByRole('button', { name: 'reconcile' });
+    await waitFor(() => expect(reconcileButton).not.toBeDisabled());
+    fireEvent.click(reconcileButton);
+
+    await waitFor(() => {
+      expect(mocks.createWalletCheckpointReconciliation).toHaveBeenCalledWith(
+        'ws-1',
+        'wallet-1',
+        'checkpoint-1',
+        expect.objectContaining({
+          category_id: 'category-reconcile',
+        })
+      );
+    });
+  });
+
+  it('submits no reconciliation category after clearing the configured default', async () => {
+    mocks.defaultReconciliationCategoryId = 'category-reconcile';
+    mocks.listTransactionCategories.mockResolvedValue([
+      {
+        id: 'category-reconcile',
+        name: 'Audit',
+      },
+    ]);
+
+    renderWithQueryClient(
+      <WalletCheckpointAdjustmentDialog
+        wsId="ws-1"
+        walletId="wallet-1"
+        checkpointId="checkpoint-1"
+        walletName="Cash"
+        checkedAt="2026-06-11T10:00:00.000Z"
+        currency="USD"
+        variance={-12.34}
+        open
+        onOpenChange={vi.fn()}
+        onCreated={vi.fn()}
+      />
+    );
+
+    const reconcileButton = screen.getByRole('button', { name: 'reconcile' });
+    await waitFor(() => expect(reconcileButton).not.toBeDisabled());
+    fireEvent.change(screen.getByRole('combobox'), {
+      target: { value: 'none' },
+    });
+    fireEvent.click(reconcileButton);
+
+    await waitFor(() => {
+      expect(mocks.createWalletCheckpointReconciliation).toHaveBeenCalledWith(
+        'ws-1',
+        'wallet-1',
+        'checkpoint-1',
+        expect.objectContaining({
+          category_id: undefined,
+        })
+      );
+    });
+  });
+
+  it('renders checkpoint history and submits interval reconciliations with interval basis', async () => {
+    mocks.isConfidential = false;
+    mocks.getWalletCheckpointHistory.mockResolvedValue({
+      audit_statuses: [
+        {
+          audited_balance: 120,
+          checkpoint_ledger_balance: 110,
+          latest_actual_balance: 120,
+          latest_checked_at: '2026-06-11T10:00:00.000Z',
+          latest_checkpoint_id: 'checkpoint-2',
+          ledger_balance: 115,
+          post_checkpoint_delta: 0,
+          post_checkpoint_transaction_count: 0,
+          status: 'unresolved',
+          variance: 5,
+          wallet_id: 'wallet-1',
+        },
+      ],
+      checkpoints: [
+        {
+          actual_balance: 120,
+          checked_at: '2026-06-11T10:00:00.000Z',
+          created_at: '2026-06-11T10:01:00.000Z',
+          created_by: 'user-1',
+          currency: 'USD',
+          current_ledger_balance: 115,
+          current_variance: 5,
+          id: 'checkpoint-2',
+          ledger_balance: 110,
+          note: 'Audit',
+          original_variance: 10,
+          updated_at: '2026-06-11T10:01:00.000Z',
+          wallet_id: 'wallet-1',
+        },
+      ],
+      intervals: [
+        {
+          actual_delta: 20,
+          currency: 'USD',
+          end_actual_balance: 120,
+          end_checked_at: '2026-06-11T10:00:00.000Z',
+          end_checkpoint_id: 'checkpoint-2',
+          interval_variance: 5,
+          is_clean: false,
+          ledger_delta: 15,
+          start_actual_balance: 100,
+          start_checked_at: '2026-06-10T10:00:00.000Z',
+          start_checkpoint_id: 'checkpoint-1',
+          transaction_count: 3,
+          wallet_id: 'wallet-1',
+          wallet_name: 'Cash',
+        },
+      ],
+      latest_checkpoints: [],
+      totals_by_currency: [],
+      wallets: [
+        {
+          balance: 115,
+          currency: 'USD',
+          icon: null,
+          id: 'wallet-1',
+          image_src: null,
+          name: 'Cash',
+          type: 'STANDARD',
+        },
+      ],
+    });
+
+    renderWithQueryClient(
+      <WalletCheckpointHistoryDialog
+        wsId="ws-1"
+        financePrefix="/finance"
+        canCreateTransactions
+      />
+    );
+
+    fireEvent.click(screen.getByRole('button', { name: 'checkpoint_history' }));
+
+    expect(await screen.findByText('Cash')).toBeInTheDocument();
+    expect(screen.getByText('transaction_count')).toBeInTheDocument();
+
+    const firstReconcileButton = screen.getAllByRole('button', {
+      name: 'reconcile',
+    })[0];
+    if (!firstReconcileButton) {
+      throw new Error('Expected a reconcile button');
+    }
+    fireEvent.click(firstReconcileButton);
+    const reconcileButtons = screen.getAllByRole('button', {
+      name: 'reconcile',
+    });
+    const lastReconcileButton = reconcileButtons.at(-1);
+    if (!lastReconcileButton) {
+      throw new Error('Expected a checkpoint reconcile button');
+    }
+    await waitFor(() => expect(lastReconcileButton).not.toBeDisabled());
+    fireEvent.click(lastReconcileButton);
+
+    await waitFor(() => {
+      expect(mocks.createWalletCheckpointReconciliation).toHaveBeenCalledWith(
+        'ws-1',
+        'wallet-1',
+        'checkpoint-2',
+        expect.objectContaining({
+          category_id: undefined,
+          description: expect.stringContaining('Cash'),
+        })
+      );
     });
   });
 });