Cash Receipt Test Class

Overview

Below is a sample test class for Accounting Seed's Cash Receipt object. This class can be used to test whether your code is working as expected.

@isTest
 public with sharing class CashReceiptExampleTest {
 
 @isTest
 public static void testCreateReceipt() {
 
 // —— DATA PREPARATION ——
 // insert 1 Account
 Account acct = new Account(
 Name = 'Test Account');
 insert acct;
 
 // insert 1 Accounting Period
 AcctSeed__Accounting_Period__c acctPeriod = new AcctSeed__Accounting_Period__c(
 Name = '1991-10',
 AcctSeed__Start_Date__c = Date.newinstance(1991, 10, 1),
 AcctSeed__End_Date__c = Date.newinstance(1991, 10, 31),
 AcctSeed__Status__c = 'Open');
 insert acctPeriod;
 
 // insert 6 billing formats
 AcctSeed__Billing_Format__c[] PDFformats = new List<AcctSeed__Billing_Format__c>();
 PDFformats.add(
 new AcctSeed__Billing_Format__c(
 Name = 'Default Billing Product',
 AcctSeed__Visualforce_PDF_Page__c = 'BillingProductPDF',
 AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
 AcctSeed__Type__c = 'Billing',
 AcctSeed__Sort_Field__c = 'Name'
 )
 );
 
 PDFformats.add(
 new AcctSeed__Billing_Format__c(
 Name = 'Default Billing Service',
 AcctSeed__Visualforce_PDF_Page__c = 'BillingServicePDF',
 AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
 AcctSeed__Type__c = 'Billing',
 AcctSeed__Sort_Field__c = 'Name'
 )
 );
 
 PDFformats.add(
 new AcctSeed__Billing_Format__c (
 Name = 'Billing Outstanding Statement',
 AcctSeed__Visualforce_PDF_Page__c = 'BillingOutstandingStatementPDF',
 AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
 AcctSeed__ReplyTo_Email__c = 'test3463464364646@gmail.com',
 AcctSeed__Type__c = 'Outstanding Statement'
 )
 );
 
 PDFformats.add(
 new AcctSeed__Billing_Format__c (
 Name = 'Billing Activity Statement',
 AcctSeed__Visualforce_PDF_Page__c = 'BillingActivityStatementPDF',
 AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
 AcctSeed__ReplyTo_Email__c = 'test3463464364646@gmail.com',
 AcctSeed__Type__c = 'Activity Statement'
 )
 );
 // #4
 PDFformats.add(
 new AcctSeed__Billing_Format__c(
 Name = 'Default Purchase Order',
 AcctSeed__Visualforce_PDF_Page__c = 'BillingServicePDF',
 AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
 AcctSeed__Type__c = 'Purchase Order',
 AcctSeed__Sort_Field__c = 'Name'
 )
 );
 
 PDFformats.add(
 new AcctSeed__Billing_Format__c(
 Name = 'Default Packing Slip',
 AcctSeed__Visualforce_PDF_Page__c = 'BillingServicePDF',
 AcctSeed__Default_Email_Template__c = [Select Id, DeveloperName From EmailTemplate limit 1].DeveloperName,
 AcctSeed__Type__c = 'Packing Slip',
 AcctSeed__Sort_Field__c = 'Name'
 )
 );
 
 insert PDFformats;
 
 // create GL Accounts
 AcctSeed__GL_Account__c[] glAccounts = new List<AcctSeed__GL_Account__c>();
 // 0
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = '1000-Cash',
 AcctSeed__Active__c = true,
 AcctSeed__Type__c = 'Balance Sheet',
 AcctSeed__Bank__c = true,
 AcctSeed__Sub_Type_1__c = 'Assets',
 AcctSeed__Sub_Type_2__c = 'Cash')
 );
 
 // 1
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = '1205-Unapplied A/R',
 AcctSeed__Active__c = true,
 AcctSeed__Type__c = 'Balance Sheet',
 AcctSeed__Sub_Type_1__c = 'Assets',
 AcctSeed__Sub_Type_2__c = 'Cash'
 )
 );
 
 // 2
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = '1200-Accounts Receivable',
 AcctSeed__Active__c = true,
 AcctSeed__Type__c = 'Balance Sheet',
 AcctSeed__Sub_Type_1__c = 'Assets',
 AcctSeed__Sub_Type_2__c = 'Current Assets'
 )
 );
 
 // 3
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = '1600-Work In Process',
 AcctSeed__Active__c = true,
 AcctSeed__Type__c = 'Balance Sheet',
 AcctSeed__Sub_Type_1__c = 'Assets',
 AcctSeed__Sub_Type_2__c = 'Current Assets'
 )
 );
 
 // 4
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = '2000-Accounts Payable',
 AcctSeed__Active__c = true,
 AcctSeed__Type__c = 'Balance Sheet',
 AcctSeed__Sub_Type_1__c = 'Liabilities',
 AcctSeed__Sub_Type_2__c = 'Current Liabilities'
 )
 );
 
 // 5
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = '2010-Vouchers Payable',
 AcctSeed__Active__c = true,
 AcctSeed__Type__c = 'Balance Sheet',
 AcctSeed__Sub_Type_1__c = 'Liabilities',
 AcctSeed__Sub_Type_2__c = 'Current Liabilities'
 )
 );
 
 // 6
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = '3050-Retained Earnings',
 AcctSeed__Active__c = true,
 AcctSeed__Type__c = 'Balance Sheet',
 AcctSeed__Sub_Type_1__c = 'Owners Equity',
 AcctSeed__Sub_Type_2__c = 'Equity'
 )
 );
 
 // 7
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = '3060-Current Year Earnings',
 AcctSeed__Active__c = true,
 AcctSeed__Type__c = 'Balance Sheet',
 AcctSeed__Sub_Type_1__c = 'Owners Equity',
 AcctSeed__Sub_Type_2__c = 'Equity'
 )
 );
 
 // 8
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = '4000-Product Revenue',
 AcctSeed__Active__c = true,
 AcctSeed__Type__c = 'Revenue',
 AcctSeed__Sub_Type_1__c = 'Product Revenue',
 AcctSeed__Sub_Type_2__c = 'Product Family 1'
 )
 );
 
 // 9
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = '5010-Inventory Cost Variance',
 AcctSeed__Active__c = true,
 AcctSeed__Type__c = 'Expense',
 AcctSeed__Sub_Type_1__c = 'Cost of Goods Sold',
 AcctSeed__Sub_Type_2__c = 'Materials'
 )
 );
 
 // 10
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = '5040-Vendor Payment Discounts',
 AcctSeed__Active__c = true,
 AcctSeed__Type__c = 'Expense',
 AcctSeed__Sub_Type_1__c = 'Cost of Goods Sold',
 AcctSeed__Sub_Type_2__c = 'Materials'
 )
 );
 
 // 11
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = 'zLabor Clearing',
 AcctSeed__Active__c = true,
 AcctSeed__Type__c = 'Expense'
 )
 );
 
 // 12
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = 'zProject Labor',
 AcctSeed__Active__c = true,
 AcctSeed__Type__c = 'Expense'
 )
 );
 
 // 13
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = '4900-Customer Payment Discounts',
 AcctSeed__Active__c = true,
 AcctSeed__Bank__c = false,
 AcctSeed__Type__c = 'Revenue',
 AcctSeed__Sub_Type_1__c = 'Product Revenue',
 AcctSeed__Sub_Type_2__c = 'Product Family 1'
 )
 );
 
 // 14
 glAccounts.add(
 new AcctSeed__GL_Account__c(
 Name = '1400-Prepaid Expenses',
 AcctSeed__Active__c = true,
 AcctSeed__Bank__c = false,
 AcctSeed__Type__c = 'Balance Sheet',
 AcctSeed__Sub_Type_1__c = 'Assets',
 AcctSeed__Sub_Type_2__c = 'Current Assets'
 )
 );
 
 insert glAccounts;
 
 // insert 1 Ledger records
 AcctSeed__Ledger__c ledger = new AcctSeed__Ledger__c(
 Name = 'Actual',
 AcctSeed__Type__c = 'Transactional',
 AcctSeed__Default_Bank_Account__c = glAccounts[0].Id,
 AcctSeed__Default_Billing_Format__c = PDFformats[0].Id,
 AcctSeed__Billing_Outstanding_Statement_Format__c = PDFformats[2].Id,
 AcctSeed__Billing_Activity_Statement_Format__c = PDFformats[3].Id,
 AcctSeed__Default_Purchase_Order_Format__c = PDFformats[4].Id,
 AcctSeed__Default_Packing_Slip_Format__c = PDFformats[5].Id);
 
 insert ledger;
 
 // update Account Settings with Bill Format
 AcctSeed__Accounting_Settings__c settings = new AcctSeed__Accounting_Settings__c(
 Name = 'Test Settings',
 
 AcctSeed__Default_Ledger__c = ledger.Id,
 AcctSeed__Legacy_Default_Ledger__c = ledger.Id,
 AcctSeed__Enable_Product_Costing__c = true,
 AcctSeed__Display_Billable_Flag_in_Time_Card_Entry__c = true,
 AcctSeed__Enable_Billing_Period_Sensitive_Aging__c = true,
 AcctSeed__Enable_AP_Period_Sensitive_Aging__c = true,
 AcctSeed__Unapplied_Cash_GL_Account__c = glAccounts[0].Id,
 AcctSeed__AR_Control_GL_Account__c = glAccounts[2].Id,
 AcctSeed__Work_in_Process_GL_Account__c = glAccounts[3].Id,
 AcctSeed__AP_Control_GL_Account__c = glAccounts[4].Id,
 AcctSeed__Vouchers_Payable_GL_Account__c = glAccounts[5].Id,
 AcctSeed__Retained_Earnings_GL_Account__c = glAccounts[8].Id,
 AcctSeed__Current_Year_Earnings_GL_Account__c = glAccounts[9].Id,
 AcctSeed__Revenue_GL_Account__c = glAccounts[10].Id,
 AcctSeed__Inventory_Variance_GL_Account__c = glAccounts[13].Id,
 AcctSeed__Payment_Discount_GL_Account__c = glAccounts[14].Id
 );
 insert settings;
 
 // --- START HERE ---
 // Create Cash Receipt
 AcctSeed__Cash_Receipt__c CashR = new AcctSeed__Cash_Receipt__c(
 AcctSeed__Account__c = acct.Id,
 AcctSeed__Amount__c = 1,
 AcctSeed__Payment_Reference__c = '12345',
 AcctSeed__Bank_Account__c = glAccounts[0].Id, //'1000-Cash'
 AcctSeed__Credit_GL_Account__c = glAccounts[1].Id, //'1200-Accounts Receivable'
 AcctSeed__Accounting_Period__c = acctPeriod.id,
 AcctSeed__Ledger__c = ledger.id
 
 );
 
 insert CashR;
 
 System.assertEquals(1, [Select count() FROM AcctSeed__Cash_Receipt__c WHERE Id = :CashR.Id]);
 }
 }