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Recurring scoping implementation (#1300)

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* Recurring scoping implementation

* FIX tests and reviews
This commit is contained in:
soky srm
2026-03-26 19:01:35 +01:00
committed by GitHub
parent 9410e5b38d
commit f1991eaefe
11 changed files with 232 additions and 51 deletions
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5
app/controllers/recurring_transactions_controller.rb
View File

@@ -3,6 +3,7 @@ class RecurringTransactionsController < ApplicationController
def index
@recurring_transactions = Current.family.recurring_transactions
.accessible_by(Current.user)
.includes(:merchant)
.order(status: :asc, next_expected_date: :asc)
@family = Current.family
@@ -42,7 +43,7 @@ class RecurringTransactionsController < ApplicationController
end
def toggle_status
@recurring_transaction = Current.family.recurring_transactions.find(params[:id])
@recurring_transaction = Current.family.recurring_transactions.accessible_by(Current.user).find(params[:id])
if @recurring_transaction.active?
@recurring_transaction.mark_inactive!
@@ -61,7 +62,7 @@ class RecurringTransactionsController < ApplicationController
end
def destroy
@recurring_transaction = Current.family.recurring_transactions.find(params[:id])
@recurring_transaction = Current.family.recurring_transactions.accessible_by(Current.user).find(params[:id])
@recurring_transaction.destroy!
flash[:notice] = t("recurring_transactions.deleted")

2
app/controllers/transactions_controller.rb
View File

@@ -54,6 +54,7 @@ class TransactionsController < ApplicationController
# Load projected recurring transactions for next 10 days
@projected_recurring = Current.family.recurring_transactions
.accessible_by(Current.user)
.active
.where("next_expected_date <= ? AND next_expected_date >= ?",
10.days.from_now.to_date,
@@ -304,6 +305,7 @@ class TransactionsController < ApplicationController
# Check if a recurring transaction already exists for this pattern
existing = Current.family.recurring_transactions.find_by(
account_id: transaction.entry.account_id,
merchant_id: transaction.merchant_id,
name: transaction.merchant_id.present? ? nil : transaction.entry.name,
currency: transaction.entry.currency,

1
app/models/account.rb
View File

@@ -19,6 +19,7 @@ class Account < ApplicationRecord
has_many :trades, through: :entries, source: :entryable, source_type: "Trade"
has_many :holdings, dependent: :destroy
has_many :balances, dependent: :destroy
has_many :recurring_transactions, dependent: :destroy
monetize :balance, :cash_balance

23
app/models/recurring_transaction.rb
View File

@@ -2,6 +2,7 @@ class RecurringTransaction < ApplicationRecord
include Monetizable
belongs_to :family
belongs_to :account, optional: true
belongs_to :merchant, optional: true
monetize :amount
@@ -35,6 +36,9 @@ class RecurringTransaction < ApplicationRecord
scope :for_family, ->(family) { where(family: family) }
scope :expected_soon, -> { active.where("next_expected_date <= ?", 1.month.from_now) }
scope :accessible_by, ->(user) {
where(account_id: Account.accessible_by(user).select(:id)).or(where(account_id: nil))
}
# Class methods for identification and cleanup
# Schedules pattern identification with debounce to run after all syncs complete
@@ -66,7 +70,8 @@ class RecurringTransaction < ApplicationRecord
name: transaction.merchant_id.present? ? nil : entry.name,
currency: entry.currency,
expected_day: expected_day,
lookback_months: 6
lookback_months: 6,
account: entry.account
)
# Calculate amount variance from historical data
@@ -89,6 +94,7 @@ class RecurringTransaction < ApplicationRecord
create!(
family: family,
account: entry.account,
merchant_id: transaction.merchant_id,
name: transaction.merchant_id.present? ? nil : entry.name,
amount: entry.amount,
@@ -106,10 +112,10 @@ class RecurringTransaction < ApplicationRecord
end
# Find matching transaction entries for variance calculation
def self.find_matching_transaction_entries(family:, merchant_id:, name:, currency:, expected_day:, lookback_months: 6)
def self.find_matching_transaction_entries(family:, merchant_id:, name:, currency:, expected_day:, lookback_months: 6, account: nil)
lookback_date = lookback_months.months.ago.to_date
entries = family.entries
entries = (account.present? ? account.entries : family.entries)
.where(entryable_type: "Transaction")
.where(currency: currency)
.where("entries.date >= ?", lookback_date)
@@ -131,14 +137,15 @@ class RecurringTransaction < ApplicationRecord
end
# Find matching transaction amounts for variance calculation
def self.find_matching_transaction_amounts(family:, merchant_id:, name:, currency:, expected_day:, lookback_months: 6)
def self.find_matching_transaction_amounts(family:, merchant_id:, name:, currency:, expected_day:, lookback_months: 6, account: nil)
matching_entries = find_matching_transaction_entries(
family: family,
merchant_id: merchant_id,
name: name,
currency: currency,
expected_day: expected_day,
lookback_months: lookback_months
lookback_months: lookback_months,
account: account
)
matching_entries.map(&:amount)
@@ -173,8 +180,10 @@ class RecurringTransaction < ApplicationRecord
def matching_transactions
# For manual recurring with amount variance, match within range
# For automatic recurring, match exact amount
base = account.present? ? account.entries : family.entries
entries = if manual? && has_amount_variance?
family.entries
base
.where(entryable_type: "Transaction")
.where(currency: currency)
.where("entries.amount BETWEEN ? AND ?", expected_amount_min, expected_amount_max)
@@ -183,7 +192,7 @@ class RecurringTransaction < ApplicationRecord
[ expected_day_of_month + 2, 31 ].min)
.order(date: :desc)
else
family.entries
base
.where(entryable_type: "Transaction")
.where(currency: currency)
.where("entries.amount = ?", amount)

14
app/models/recurring_transaction/identifier.rb
View File

@@ -24,12 +24,12 @@ class RecurringTransaction
transaction = entry.entryable
# Use merchant_id if present, otherwise use entry name
identifier = transaction.merchant_id.present? ? [ :merchant, transaction.merchant_id ] : [ :name, entry.name ]
[ identifier, entry.amount.round(2), entry.currency ]
[ identifier, entry.amount.round(2), entry.currency, entry.account_id ]
end
recurring_patterns = []
grouped_transactions.each do |(identifier, amount, currency), entries|
grouped_transactions.each do |(identifier, amount, currency, account_id), entries|
next if entries.size < 3 # Must have at least 3 occurrences
# Check if the last occurrence was within the last 45 days
@@ -49,6 +49,7 @@ class RecurringTransaction
pattern = {
amount: amount,
currency: currency,
account_id: account_id,
expected_day_of_month: expected_day,
last_occurrence_date: last_occurrence.date,
occurrence_count: entries.size,
@@ -70,7 +71,8 @@ class RecurringTransaction
# Build find conditions based on whether it's merchant-based or name-based
find_conditions = {
amount: pattern[:amount],
currency: pattern[:currency]
currency: pattern[:currency],
account_id: pattern[:account_id]
}
if pattern[:merchant_id].present?
@@ -148,7 +150,8 @@ class RecurringTransaction
name: recurring.name,
currency: recurring.currency,
expected_day: recurring.expected_day_of_month,
lookback_months: 6
lookback_months: 6,
account: recurring.account
)
next if matching_entries.empty?
@@ -180,7 +183,8 @@ class RecurringTransaction
name: recurring_transaction.name,
currency: recurring_transaction.currency,
expected_day: recurring_transaction.expected_day_of_month,
lookback_months: 6
lookback_months: 6,
account: recurring_transaction.account
)
# Update if we have any matching transactions

64
db/migrate/20260326112218_add_account_id_to_recurring_transactions.rb Normal file
View File

@@ -0,0 +1,64 @@
class AddAccountIdToRecurringTransactions < ActiveRecord::Migration[7.2]
def up
add_reference :recurring_transactions, :account, type: :uuid, null: true, foreign_key: true
# Backfill account_id from the most recent matching entry
execute <<~SQL
UPDATE recurring_transactions rt
SET account_id = subquery.account_id
FROM (
SELECT DISTINCT ON (rt2.id) rt2.id AS recurring_transaction_id, e.account_id
FROM recurring_transactions rt2
JOIN entries e ON e.entryable_type = 'Transaction'
AND e.currency = rt2.currency
AND e.amount = rt2.amount
AND EXTRACT(DAY FROM e.date) BETWEEN GREATEST(rt2.expected_day_of_month - 2, 1) AND LEAST(rt2.expected_day_of_month + 2, 31)
JOIN accounts a ON a.id = e.account_id AND a.family_id = rt2.family_id
LEFT JOIN transactions t ON t.id = e.entryable_id
WHERE rt2.account_id IS NULL
AND (
(rt2.merchant_id IS NOT NULL AND t.merchant_id = rt2.merchant_id)
OR (rt2.merchant_id IS NULL AND e.name = rt2.name)
)
ORDER BY rt2.id, e.date DESC
) subquery
WHERE rt.id = subquery.recurring_transaction_id
SQL
# Remove old unique indexes
remove_index :recurring_transactions, name: "idx_recurring_txns_merchant", if_exists: true
remove_index :recurring_transactions, name: "idx_recurring_txns_name", if_exists: true
# Add new unique indexes that include account_id
add_index :recurring_transactions,
[ :family_id, :account_id, :merchant_id, :amount, :currency ],
unique: true,
where: "merchant_id IS NOT NULL",
name: "idx_recurring_txns_acct_merchant"
add_index :recurring_transactions,
[ :family_id, :account_id, :name, :amount, :currency ],
unique: true,
where: "name IS NOT NULL AND merchant_id IS NULL",
name: "idx_recurring_txns_acct_name"
end
def down
remove_index :recurring_transactions, name: "idx_recurring_txns_acct_merchant", if_exists: true
remove_index :recurring_transactions, name: "idx_recurring_txns_acct_name", if_exists: true
add_index :recurring_transactions,
[ :family_id, :merchant_id, :amount, :currency ],
unique: true,
where: "merchant_id IS NOT NULL",
name: "idx_recurring_txns_merchant"
add_index :recurring_transactions,
[ :family_id, :name, :amount, :currency ],
unique: true,
where: "name IS NOT NULL AND merchant_id IS NULL",
name: "idx_recurring_txns_name"
remove_reference :recurring_transactions, :account
end
end

9
db/schema.rb generated
View File

@@ -10,7 +10,7 @@
#
# It's strongly recommended that you check this file into your version control system.
ActiveRecord::Schema[7.2].define(version: 2026_03_24_100003) do
ActiveRecord::Schema[7.2].define(version: 2026_03_26_112218) do
# These are extensions that must be enabled in order to support this database
enable_extension "pgcrypto"
enable_extension "plpgsql"
@@ -1090,8 +1090,10 @@ ActiveRecord::Schema[7.2].define(version: 2026_03_24_100003) do
t.decimal "expected_amount_min", precision: 19, scale: 4
t.decimal "expected_amount_max", precision: 19, scale: 4
t.decimal "expected_amount_avg", precision: 19, scale: 4
t.index ["family_id", "merchant_id", "amount", "currency"], name: "idx_recurring_txns_merchant", unique: true, where: "(merchant_id IS NOT NULL)"
t.index ["family_id", "name", "amount", "currency"], name: "idx_recurring_txns_name", unique: true, where: "((name IS NOT NULL) AND (merchant_id IS NULL))"
t.uuid "account_id"
t.index ["account_id"], name: "index_recurring_transactions_on_account_id"
t.index ["family_id", "account_id", "merchant_id", "amount", "currency"], name: "idx_recurring_txns_acct_merchant", unique: true, where: "(merchant_id IS NOT NULL)"
t.index ["family_id", "account_id", "name", "amount", "currency"], name: "idx_recurring_txns_acct_name", unique: true, where: "((name IS NOT NULL) AND (merchant_id IS NULL))"
t.index ["family_id", "status"], name: "index_recurring_transactions_on_family_id_and_status"
t.index ["family_id"], name: "index_recurring_transactions_on_family_id"
t.index ["merchant_id"], name: "index_recurring_transactions_on_merchant_id"
@@ -1580,6 +1582,7 @@ ActiveRecord::Schema[7.2].define(version: 2026_03_24_100003) do
add_foreign_key "oidc_identities", "users"
add_foreign_key "plaid_accounts", "plaid_items"
add_foreign_key "plaid_items", "families"
add_foreign_key "recurring_transactions", "accounts"
add_foreign_key "recurring_transactions", "families"
add_foreign_key "recurring_transactions", "merchants"
add_foreign_key "rejected_transfers", "transactions", column: "inflow_transaction_id"

1
test/controllers/transactions_controller_test.rb
View File

@@ -223,6 +223,7 @@ end
# Create existing recurring transaction
family.recurring_transactions.create!(
account: account,
merchant: merchant,
amount: entry.amount,
currency: entry.currency,

2
test/fixtures/recurring_transactions.yml vendored
View File

@@ -1,5 +1,6 @@
netflix_subscription:
family: dylan_family
account: depository
merchant: netflix
amount: 15.99
currency: USD
@@ -11,6 +12,7 @@ netflix_subscription:
inactive_subscription:
family: dylan_family
account: credit_card
merchant: amazon
amount: 9.99
currency: USD

1
test/models/recurring_transaction/identifier_test.rb
View File

@@ -172,6 +172,7 @@ class RecurringTransaction::IdentifierTest < ActiveSupport::TestCase
# Create initial recurring transaction
existing = @family.recurring_transactions.create!(
account: account,
merchant: merchant,
amount: 29.99,
currency: "USD",

161
test/models/recurring_transaction_test.rb
View File

@@ -4,6 +4,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
def setup
@family = families(:dylan_family)
@merchant = merchants(:netflix)
@account = accounts(:depository)
# Clear any existing recurring transactions
@family.recurring_transactions.destroy_all
end
@@ -11,13 +12,12 @@ class RecurringTransactionTest < ActiveSupport::TestCase
test "identify_patterns_for creates recurring transactions for patterns with 3+ occurrences" do
# Create a series of transactions with same merchant and amount on similar days
# Use dates within the last 3 months: today, 1 month ago, 2 months ago
account = @family.accounts.first
[ 0, 1, 2 ].each do |months_ago|
transaction = Transaction.create!(
merchant: @merchant,
category: categories(:food_and_drink)
)
account.entries.create!(
@account.entries.create!(
date: months_ago.months.ago.beginning_of_month + 5.days,
amount: 15.99,
currency: "USD",
@@ -32,6 +32,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
recurring = @family.recurring_transactions.last
assert_equal @merchant, recurring.merchant
assert_equal @account, recurring.account
assert_equal 15.99, recurring.amount
assert_equal "USD", recurring.currency
assert_equal "active", recurring.status
@@ -40,13 +41,12 @@ class RecurringTransactionTest < ActiveSupport::TestCase
test "identify_patterns_for does not create recurring transaction for less than 3 occurrences" do
# Create only 2 transactions
account = @family.accounts.first
2.times do |i|
transaction = Transaction.create!(
merchant: @merchant,
category: categories(:food_and_drink)
)
account.entries.create!(
@account.entries.create!(
date: (i + 1).months.ago.beginning_of_month + 5.days,
amount: 15.99,
currency: "USD",
@@ -62,6 +62,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
test "calculate_next_expected_date handles end of month correctly" do
recurring = @family.recurring_transactions.create!(
account: @account,
merchant: @merchant,
amount: 29.99,
currency: "USD",
@@ -78,6 +79,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
test "should_be_inactive? returns true when last occurrence is over 2 months ago" do
recurring = @family.recurring_transactions.create!(
account: @account,
merchant: merchants(:amazon),
amount: 19.99,
currency: "USD",
@@ -92,6 +94,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
test "should_be_inactive? returns false when last occurrence is within 2 months" do
recurring = @family.recurring_transactions.create!(
account: @account,
merchant: merchants(:amazon),
amount: 25.99,
currency: "USD",
@@ -106,6 +109,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
test "cleanup_stale_for marks inactive when no recent occurrences" do
recurring = @family.recurring_transactions.create!(
account: @account,
merchant: merchants(:amazon),
amount: 35.99,
currency: "USD",
@@ -122,6 +126,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
test "record_occurrence! updates recurring transaction with new occurrence" do
recurring = @family.recurring_transactions.create!(
account: @account,
merchant: merchants(:amazon),
amount: 45.99,
currency: "USD",
@@ -143,13 +148,12 @@ class RecurringTransactionTest < ActiveSupport::TestCase
test "identify_patterns_for preserves sign for income transactions" do
# Create recurring income transactions (negative amounts)
account = @family.accounts.first
[ 0, 1, 2 ].each do |months_ago|
transaction = Transaction.create!(
merchant: @merchant,
category: categories(:income)
)
account.entries.create!(
@account.entries.create!(
date: months_ago.months.ago.beginning_of_month + 15.days,
amount: -1000.00,
currency: "USD",
@@ -164,6 +168,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
recurring = @family.recurring_transactions.last
assert_equal @merchant, recurring.merchant
assert_equal @account, recurring.account
assert_equal(-1000.00, recurring.amount)
assert recurring.amount.negative?, "Income should have negative amount"
assert_equal "USD", recurring.currency
@@ -172,12 +177,11 @@ class RecurringTransactionTest < ActiveSupport::TestCase
test "identify_patterns_for creates name-based recurring transactions for transactions without merchants" do
# Create transactions without merchants (e.g., from CSV imports or standard accounts)
account = @family.accounts.first
[ 0, 1, 2 ].each do |months_ago|
transaction = Transaction.create!(
category: categories(:food_and_drink)
)
account.entries.create!(
@account.entries.create!(
date: months_ago.months.ago.beginning_of_month + 10.days,
amount: 25.00,
currency: "USD",
@@ -192,6 +196,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
recurring = @family.recurring_transactions.last
assert_nil recurring.merchant
assert_equal @account, recurring.account
assert_equal "Local Coffee Shop", recurring.name
assert_equal 25.00, recurring.amount
assert_equal "USD", recurring.currency
@@ -201,7 +206,6 @@ class RecurringTransactionTest < ActiveSupport::TestCase
test "identify_patterns_for creates separate patterns for same merchant but different names" do
# Create two different recurring transactions from the same merchant
account = @family.accounts.first
# First pattern: Netflix Standard
[ 0, 1, 2 ].each do |months_ago|
@@ -209,7 +213,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
merchant: @merchant,
category: categories(:food_and_drink)
)
account.entries.create!(
@account.entries.create!(
date: months_ago.months.ago.beginning_of_month + 5.days,
amount: 15.99,
currency: "USD",
@@ -224,7 +228,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
merchant: @merchant,
category: categories(:food_and_drink)
)
account.entries.create!(
@account.entries.create!(
date: months_ago.months.ago.beginning_of_month + 10.days,
amount: 19.99,
currency: "USD",
@@ -245,14 +249,12 @@ class RecurringTransactionTest < ActiveSupport::TestCase
skip "merchant_id is NOT NULL in this schema; name-based patterns disabled"
end
account = @family.accounts.first
# Create transactions for pattern
[ 0, 1, 2 ].each do |months_ago|
transaction = Transaction.create!(
category: categories(:food_and_drink)
)
account.entries.create!(
@account.entries.create!(
date: months_ago.months.ago.beginning_of_month + 15.days,
amount: 50.00,
currency: "USD",
@@ -272,6 +274,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
test "validation requires either merchant or name" do
recurring = @family.recurring_transactions.build(
account: @account,
amount: 25.00,
currency: "USD",
expected_day_of_month: 5,
@@ -288,7 +291,6 @@ class RecurringTransactionTest < ActiveSupport::TestCase
unless RecurringTransaction.columns_hash["merchant_id"].null
skip "merchant_id is NOT NULL in this schema; name-based patterns disabled"
end
account = @family.accounts.first
# Create merchant-based pattern
[ 0, 1, 2 ].each do |months_ago|
@@ -296,7 +298,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
merchant: @merchant,
category: categories(:food_and_drink)
)
account.entries.create!(
@account.entries.create!(
date: months_ago.months.ago.beginning_of_month + 5.days,
amount: 15.99,
currency: "USD",
@@ -310,7 +312,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
transaction = Transaction.create!(
category: categories(:one)
)
account.entries.create!(
@account.entries.create!(
date: months_ago.months.ago.beginning_of_month + 1.days,
amount: 1200.00,
currency: "USD",
@@ -336,12 +338,11 @@ class RecurringTransactionTest < ActiveSupport::TestCase
# Manual recurring transaction tests
test "create_from_transaction creates a manual recurring transaction" do
account = @family.accounts.first
transaction = Transaction.create!(
merchant: @merchant,
category: categories(:food_and_drink)
)
entry = account.entries.create!(
entry = @account.entries.create!(
date: 2.months.ago,
amount: 50.00,
currency: "USD",
@@ -357,6 +358,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
assert recurring.present?
assert recurring.manual?
assert_equal @merchant, recurring.merchant
assert_equal @account, recurring.account
assert_equal 50.00, recurring.amount
assert_equal "USD", recurring.currency
assert_equal 2.months.ago.day, recurring.expected_day_of_month
@@ -367,8 +369,6 @@ class RecurringTransactionTest < ActiveSupport::TestCase
end
test "create_from_transaction automatically calculates amount variance from history" do
account = @family.accounts.first
# Create multiple historical transactions with varying amounts on the same day of month
amounts = [ 90.00, 100.00, 110.00, 120.00 ]
amounts.each_with_index do |amount, i|
@@ -376,7 +376,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
merchant: @merchant,
category: categories(:food_and_drink)
)
account.entries.create!(
@account.entries.create!(
date: (amounts.size - i).months.ago.beginning_of_month + 14.days, # Day 15
amount: amount,
currency: "USD",
@@ -385,11 +385,12 @@ class RecurringTransactionTest < ActiveSupport::TestCase
)
end
# Mark the most recent one as recurring
most_recent_entry = account.entries.order(date: :desc).first
# Mark the most recent one as recurring (find the 120.00 entry we created last)
most_recent_entry = @account.entries.where(amount: 120.00, currency: "USD").order(date: :desc).first
recurring = RecurringTransaction.create_from_transaction(most_recent_entry.transaction)
assert recurring.manual?
assert_equal @account, recurring.account
assert_equal 90.00, recurring.expected_amount_min
assert_equal 120.00, recurring.expected_amount_max
assert_equal 105.00, recurring.expected_amount_avg # (90 + 100 + 110 + 120) / 4
@@ -399,12 +400,11 @@ class RecurringTransactionTest < ActiveSupport::TestCase
end
test "create_from_transaction with single transaction sets fixed amount" do
account = @family.accounts.first
transaction = Transaction.create!(
merchant: @merchant,
category: categories(:food_and_drink)
)
entry = account.entries.create!(
entry = @account.entries.create!(
date: 1.month.ago,
amount: 50.00,
currency: "USD",
@@ -415,6 +415,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
recurring = RecurringTransaction.create_from_transaction(transaction)
assert recurring.manual?
assert_equal @account, recurring.account
assert_equal 50.00, recurring.expected_amount_min
assert_equal 50.00, recurring.expected_amount_max
assert_equal 50.00, recurring.expected_amount_avg
@@ -424,10 +425,9 @@ class RecurringTransactionTest < ActiveSupport::TestCase
end
test "matching_transactions with amount variance matches within range" do
account = @family.accounts.first
# Create manual recurring with variance for day 15 of the month
recurring = @family.recurring_transactions.create!(
account: @account,
merchant: @merchant,
amount: 100.00,
currency: "USD",
@@ -441,9 +441,9 @@ class RecurringTransactionTest < ActiveSupport::TestCase
expected_amount_avg: 100.00
)
# Create transactions with varying amounts on day 14 (within ±2 days of day 15)
# Create transactions with varying amounts on day 14 (within +/-2 days of day 15)
transaction_within_range = Transaction.create!(merchant: @merchant, category: categories(:food_and_drink))
entry_within = account.entries.create!(
entry_within = @account.entries.create!(
date: Date.current.next_month.beginning_of_month + 13.days, # Day 14
amount: 90.00,
currency: "USD",
@@ -452,7 +452,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
)
transaction_outside_range = Transaction.create!(merchant: @merchant, category: categories(:food_and_drink))
entry_outside = account.entries.create!(
entry_outside = @account.entries.create!(
date: Date.current.next_month.beginning_of_month + 14.days, # Day 15
amount: 150.00,
currency: "USD",
@@ -468,6 +468,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
test "should_be_inactive? has longer threshold for manual recurring" do
# Manual recurring - 6 months threshold
manual_recurring = @family.recurring_transactions.create!(
account: @account,
merchant: @merchant,
amount: 50.00,
currency: "USD",
@@ -480,6 +481,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
# Auto recurring - 2 months threshold with different amount to avoid unique constraint
auto_recurring = @family.recurring_transactions.create!(
account: @account,
merchant: @merchant,
amount: 60.00,
currency: "USD",
@@ -496,6 +498,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
test "update_amount_variance updates min/max/avg correctly" do
recurring = @family.recurring_transactions.create!(
account: @account,
merchant: @merchant,
amount: 100.00,
currency: "USD",
@@ -527,10 +530,9 @@ class RecurringTransactionTest < ActiveSupport::TestCase
end
test "identify_patterns_for updates variance for manual recurring transactions" do
account = @family.accounts.first
# Create a manual recurring transaction with initial variance
manual_recurring = @family.recurring_transactions.create!(
account: @account,
merchant: @merchant,
amount: 50.00,
currency: "USD",
@@ -552,7 +554,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
merchant: @merchant,
category: categories(:food_and_drink)
)
account.entries.create!(
@account.entries.create!(
date: (amounts.size - i).months.ago.beginning_of_month + 14.days,
amount: amount,
currency: "USD",
@@ -578,6 +580,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
test "cleaner does not delete manual recurring transactions" do
# Create inactive manual recurring
manual_recurring = @family.recurring_transactions.create!(
account: @account,
merchant: @merchant,
amount: 50.00,
currency: "USD",
@@ -593,6 +596,7 @@ class RecurringTransactionTest < ActiveSupport::TestCase
# Create inactive auto recurring with different merchant
auto_recurring = @family.recurring_transactions.create!(
account: @account,
merchant: merchants(:amazon),
amount: 30.00,
currency: "USD",
@@ -612,4 +616,93 @@ class RecurringTransactionTest < ActiveSupport::TestCase
assert RecurringTransaction.exists?(manual_recurring.id)
assert_not RecurringTransaction.exists?(auto_recurring.id)
end
# Account access scoping tests
test "accessible_by scope returns only recurring transactions from accessible accounts" do
admin = users(:family_admin)
member = users(:family_member)
# depository is shared with family_member (full_control)
# investment is NOT shared with family_member
shared_account = accounts(:depository)
unshared_account = accounts(:investment)
shared_recurring = @family.recurring_transactions.create!(
account: shared_account,
merchant: @merchant,
amount: 15.99,
currency: "USD",
expected_day_of_month: 5,
last_occurrence_date: 1.month.ago.to_date,
next_expected_date: 5.days.from_now.to_date,
status: "active"
)
unshared_recurring = @family.recurring_transactions.create!(
account: unshared_account,
merchant: merchants(:amazon),
amount: 9.99,
currency: "USD",
expected_day_of_month: 15,
last_occurrence_date: 1.month.ago.to_date,
next_expected_date: 5.days.from_now.to_date,
status: "active"
)
# Admin (owner of all accounts) sees both
admin_results = @family.recurring_transactions.accessible_by(admin)
assert_includes admin_results, shared_recurring
assert_includes admin_results, unshared_recurring
# Family member only sees the one from the shared account
member_results = @family.recurring_transactions.accessible_by(member)
assert_includes member_results, shared_recurring
assert_not_includes member_results, unshared_recurring
end
test "identifier creates per-account patterns for same merchant on different accounts" do
account_a = accounts(:depository)
account_b = accounts(:credit_card)
# Create pattern on account A
[ 0, 1, 2 ].each do |months_ago|
transaction = Transaction.create!(
merchant: @merchant,
category: categories(:food_and_drink)
)
account_a.entries.create!(
date: months_ago.months.ago.beginning_of_month + 5.days,
amount: 15.99,
currency: "USD",
name: "Netflix Subscription",
entryable: transaction
)
end
# Create same pattern on account B
[ 0, 1, 2 ].each do |months_ago|
transaction = Transaction.create!(
merchant: @merchant,
category: categories(:food_and_drink)
)
account_b.entries.create!(
date: months_ago.months.ago.beginning_of_month + 5.days,
amount: 15.99,
currency: "USD",
name: "Netflix Subscription",
entryable: transaction
)
end
assert_difference "@family.recurring_transactions.count", 2 do
RecurringTransaction.identify_patterns_for!(@family)
end
recurring_a = @family.recurring_transactions.find_by(account: account_a, merchant: @merchant, amount: 15.99)
recurring_b = @family.recurring_transactions.find_by(account: account_b, merchant: @merchant, amount: 15.99)
assert recurring_a.present?
assert recurring_b.present?
assert_not_equal recurring_a, recurring_b
end
end