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* feat(splits): add excluded attribute support for split children and improve rendering of split transactions * address coderabbitai suggestions to improve code quality * Fix split excluded coercion, DRY helpers, and clean up view partials Fix boolean coercion bug where string "false" from form params was truthy in Ruby, causing all split children to be marked excluded. Use ActiveModel::Type::Boolean for explicit casting in Entry#split!. Additional changes addressing code review feedback: - Extract duplicated in_split_group logic from TransactionsController and TransactionCategoriesController into TransactionsHelper - Remove redundant local_assigns.fetch calls in partials that already declare defaults via the Rails 7.1 locals: magic comment - Simplify ternary in _transaction.html.erb to pass grouped directly - Guard hidden_field_tag :grouped to only emit when value is "true" - Add model tests for excluded on split children (boolean and string) - Add controller test for excluded param through full HTTP stack - Add test confirming excluded children are dropped from balance queries * fix(splits): simplify excluded attribute boolean check * refactor(splits): extract truthy values constant for excluded check Extract the array of truthy values used for excluded attribute check into a private constant to improve code maintainability and avoid duplication of the magic array. * refactor: simplify split grouping link generation and add test coverage for excluded split parameters
254 lines
7.3 KiB
Ruby
254 lines
7.3 KiB
Ruby
require "test_helper"
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class SplitsControllerTest < ActionDispatch::IntegrationTest
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include EntriesTestHelper
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setup do
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sign_in @user = users(:family_admin)
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@entry = create_transaction(
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amount: 100,
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name: "Grocery Store",
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account: accounts(:depository)
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)
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end
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test "new renders split editor" do
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get new_transaction_split_path(@entry)
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assert_response :success
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end
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test "create with valid params splits transaction" do
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assert_difference "Entry.count", 2 do
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post transaction_split_path(@entry), params: {
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split: {
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splits: [
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{ name: "Groceries", amount: "-70", category_id: categories(:food_and_drink).id },
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{ name: "Household", amount: "-30", category_id: "" }
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]
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}
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}
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end
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assert_redirected_to transactions_url
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assert_equal I18n.t("splits.create.success"), flash[:notice]
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assert @entry.reload.excluded?
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assert @entry.split_parent?
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end
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test "create with mismatched amounts rejects" do
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assert_no_difference "Entry.count" do
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post transaction_split_path(@entry), params: {
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split: {
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splits: [
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{ name: "Part 1", amount: "-60", category_id: "" },
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{ name: "Part 2", amount: "-20", category_id: "" }
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]
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}
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}
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end
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assert_redirected_to transactions_url
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assert flash[:alert].present?
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end
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test "destroy unsplits transaction" do
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@entry.split!([
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{ name: "Part 1", amount: 50, category_id: nil },
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{ name: "Part 2", amount: 50, category_id: nil }
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])
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assert_difference "Entry.count", -2 do
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delete transaction_split_path(@entry)
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end
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assert_redirected_to transactions_url
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assert_equal I18n.t("splits.destroy.success"), flash[:notice]
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refute @entry.reload.excluded?
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end
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test "create with income transaction applies correct sign" do
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income_entry = create_transaction(
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amount: -400,
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name: "Reimbursement",
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account: accounts(:depository)
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)
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assert_difference "Entry.count", 2 do
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post transaction_split_path(income_entry), params: {
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split: {
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splits: [
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{ name: "Part 1", amount: "200", category_id: "" },
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{ name: "Part 2", amount: "200", category_id: "" }
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]
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}
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}
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end
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assert income_entry.reload.excluded?
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children = income_entry.child_entries
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assert_equal(-200, children.first.amount.to_i)
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assert_equal(-200, children.last.amount.to_i)
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end
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test "create with mixed sign amounts on expense" do
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assert_difference "Entry.count", 2 do
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post transaction_split_path(@entry), params: {
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split: {
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splits: [
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{ name: "Main expense", amount: "-130", category_id: "" },
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{ name: "Refund", amount: "30", category_id: "" }
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]
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}
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}
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end
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assert @entry.reload.excluded?
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children = @entry.child_entries.order(:amount)
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assert_equal(-30, children.first.amount.to_i)
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assert_equal 130, children.last.amount.to_i
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end
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test "only family members can access splits" do
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other_family_entry = create_transaction(
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amount: 100,
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name: "Other",
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account: accounts(:depository)
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)
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# This should work since both belong to same family
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get new_transaction_split_path(other_family_entry)
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assert_response :success
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end
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test "create with excluded parameter sets child as excluded" do
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assert_difference "Entry.count", 2 do
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post transaction_split_path(@entry), params: {
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split: {
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splits: [
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{ name: "Groceries", amount: "-70", category_id: categories(:food_and_drink).id, excluded: "true" },
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{ name: "Household", amount: "-30", category_id: "", excluded: "false" }
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]
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}
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}
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end
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assert_redirected_to transactions_url
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children = @entry.child_entries.order(:amount)
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# Household has amount 30 (smaller), Groceries has amount 70 (larger)
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# Household is NOT excluded, Groceries IS excluded
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refute children.first.excluded?
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assert children.last.excluded?
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end
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# Edit action tests
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test "edit renders with existing children pre-filled" do
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@entry.split!([
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{ name: "Part 1", amount: 60, category_id: nil },
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{ name: "Part 2", amount: 40, category_id: nil }
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])
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get edit_transaction_split_path(@entry)
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assert_response :success
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end
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test "edit on a child redirects to parent edit" do
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@entry.split!([
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{ name: "Part 1", amount: 60, category_id: nil },
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{ name: "Part 2", amount: 40, category_id: nil }
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])
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child = @entry.child_entries.first
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get edit_transaction_split_path(child)
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assert_response :success
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end
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test "edit on a non-split entry redirects with alert" do
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get edit_transaction_split_path(@entry)
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assert_redirected_to transactions_url
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assert_equal I18n.t("splits.edit.not_split"), flash[:alert]
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end
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# Update action tests
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test "update modifies split entries" do
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@entry.split!([
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{ name: "Part 1", amount: 60, category_id: nil },
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{ name: "Part 2", amount: 40, category_id: nil }
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])
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patch transaction_split_path(@entry), params: {
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split: {
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splits: [
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{ name: "Food", amount: "-50", category_id: categories(:food_and_drink).id },
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{ name: "Transport", amount: "-30", category_id: "" },
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{ name: "Other", amount: "-20", category_id: "" }
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]
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}
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}
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assert_redirected_to transactions_url
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assert_equal I18n.t("splits.update.success"), flash[:notice]
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@entry.reload
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assert @entry.split_parent?
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assert_equal 3, @entry.child_entries.count
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end
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test "update with mismatched amounts rejects" do
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@entry.split!([
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{ name: "Part 1", amount: 60, category_id: nil },
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{ name: "Part 2", amount: 40, category_id: nil }
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])
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patch transaction_split_path(@entry), params: {
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split: {
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splits: [
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{ name: "Part 1", amount: "-70", category_id: "" },
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{ name: "Part 2", amount: "-20", category_id: "" }
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]
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}
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}
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assert_redirected_to transactions_url
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assert flash[:alert].present?
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# Original splits should remain intact
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assert_equal 2, @entry.reload.child_entries.count
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end
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test "update with excluded parameter sets child as excluded" do
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@entry.split!([
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{ name: "Groceries", amount: 70, category_id: nil },
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{ name: "Household", amount: 30, category_id: nil }
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])
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patch transaction_split_path(@entry), params: {
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split: {
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splits: [
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{ name: "Groceries", amount: "-70", category_id: "", excluded: "true" },
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{ name: "Household", amount: "-30", category_id: "", excluded: "false" }
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]
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}
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}
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assert_redirected_to transactions_url
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children = @entry.child_entries.order(:amount)
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refute children.first.excluded?
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assert children.last.excluded?
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end
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# Destroy from child tests
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test "destroy from child resolves to parent and unsplits" do
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@entry.split!([
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{ name: "Part 1", amount: 60, category_id: nil },
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{ name: "Part 2", amount: 40, category_id: nil }
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])
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child = @entry.child_entries.first
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assert_difference "Entry.count", -2 do
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delete transaction_split_path(child)
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end
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assert_redirected_to transactions_url
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assert_equal I18n.t("splits.destroy.success"), flash[:notice]
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refute @entry.reload.excluded?
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end
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end
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