Files
sure/test/controllers/accounts_controller_test.rb
ghost e59235fdc5 feat(statements): add account statement vault (#1753)
* feat(statements): add account statement vault

Add web-only statement uploads, account linking, duplicate detection, and per-account coverage/reconciliation checks without mutating transactions. Extend ActiveStorage authorization and targeted tests for family/account scoping.

* fix(statements): return deleted account statements to inbox

Preserve linked statement records when an account is deleted by moving them back to the unmatched inbox, then expand coverage for upload validation, sanitized parser metadata, unavailable reconciliation, and missing-month coverage.

* fix(statements): harden vault upload review flows

Address review and security findings in the statement vault by preserving sanitized parser metadata, failing closed on orphaned statement blobs, avoiding account_id mass assignment permits, and adding regression coverage for link/delete edge cases.

* fix(statements): harden vault upload and access controls

* fix(statements): address vault hardening review

* fix(statements): address vault review feedback

Prioritize SHA-256 duplicate detection while preserving MD5 fallback for legacy rows.

Remove free-form account notes from statement matching, document direct account-destroy unlinking, and add year-selectable historical coverage with muted out-of-range months.

* fix(statements): harden vault review follow-ups

Clarify legacy MD5 checksum use, whitelist statement balance helper dispatch, and preserve sanitized parser metadata.

Hide statement management controls from read-only viewers while keeping server-side authorization unchanged.

* fix(statements): repair settings system coverage

Allow the changelog provider lookup in the self-hosting settings system test, include Statement Vault in settings navigation coverage, and align the feature title casing. Update the devcontainer so ActiveStorage and parallel system tests can run in the documented environment.

* fix(statements): move vault beside accounts

Place Statement Vault with account settings instead of between Imports and Exports. Keep settings footer ordering and system navigation coverage aligned, including the non-admin visibility guard.

* fix(statements): address vault review cleanup

Resolve CodeRabbit review feedback for statement upload validation, duplicate race handling, account statement matching semantics, metadata detection, ActiveStorage authorization tests, and small UI/style cleanups.

* fix(statements): address vault cleanup review

* fix(statements): deduplicate vault style helpers

* fix(statements): close vault review follow-ups

* fix(statements): refresh schema after upstream rebase

* fix(statements): process vault uploads sequentially

* fix(statements): close vault review follow-ups

* fix(statements): scope vault index to accessible accounts

* fix(statements): harden statement vault readiness

Squash the statement vault migration hardening into the feature migration, tighten Active Storage authorization edge cases, bound CSV metadata detection, and add real PDF fixture coverage for stored statements.

Validation: targeted statement/auth/controller/provider tests, full Rails suite, system tests, RuboCop, Biome, Brakeman, Zeitwerk, importmap audit, npm audit, ERB lint, CodeRabbit, and Codex Security all passed locally.

* fix(statements): close vault review follow-ups

Move statement unlinking to after account destroy commit, keep Kraken account creation on the shared crypto helper, and add statement metadata length limits with DB checks.

Validation: fresh devcontainer with fresh DB via db:prepare, focused account/statement/Kraken/Binance tests, RuboCop, Brakeman, Zeitwerk, git diff --check, CodeRabbit, and Codex Security passed before commit.

* fix(statements): address vault scan follow-ups

Move statement tab data setup out of the ERB partial, harden reconciliation labels and coverage initialization, and tighten statement schema constraints.

Validation: CodeRabbit and Codex Security reviewed the current PR diff; Rails focused tests, full Rails tests, system tests, RuboCop, Brakeman, Zeitwerk, ERB lint, npm lint, importmap audit, npm audit, and git diff --check passed.

* fix(statements): defer vault tab loading

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2026-05-13 21:05:11 +02:00

427 lines
15 KiB
Ruby

require "test_helper"
class AccountsControllerTest < ActionDispatch::IntegrationTest
include ActionView::RecordIdentifier
setup do
sign_in @user = users(:family_admin)
@account = accounts(:depository)
end
test "should get index" do
get accounts_url
assert_response :success
assert_select "p.ml-auto.privacy-sensitive"
end
test "should get show" do
get account_url(@account)
assert_response :success
end
test "show lazily loads statement tab data unless statements tab is active" do
AccountStatement::Coverage.expects(:for_year).never
AccountStatement.expects(:reconciliation_statuses_for).never
get account_url(@account)
assert_response :success
assert_select "select[name='statement_year']", count: 0
statements_path = account_path(@account, tab: "statements")
assert_select "turbo-frame[src='#{statements_path}']"
end
test "statements tab shows coverage and upload for statement managers with account write access" do
get account_url(@account, tab: "statements")
assert_response :success
assert_select "input[type=file][accept='.pdf,.csv,.xlsx']"
assert_select "select[name='statement_year']"
assert_select "p", text: I18n.l(Date.current.prev_month.beginning_of_month, format: "%b %Y")
end
test "statements tab lazy frame returns matching frame content" do
frame_id = dom_id(@account, :statements_tab)
get account_url(@account, tab: "statements"), headers: { "Turbo-Frame" => frame_id }
assert_response :success
assert_select "turbo-frame##{frame_id}", count: 1
assert_select "select[name='statement_year']"
assert_select "turbo-frame##{dom_id(@account, :container)}", count: 0
end
test "statements tab filters historical coverage by year" do
account = Account.create!(
family: @user.family,
owner: @user,
name: "Historical Checking",
balance: 0,
currency: "USD",
accountable: Depository.new
)
statement = AccountStatement.create_from_upload!(
family: @user.family,
account: account,
file: uploaded_file(filename: "historical.csv", content_type: "text/csv")
)
statement.update!(period_start_on: Date.new(2024, 2, 1), period_end_on: Date.new(2024, 2, 29))
travel_to Date.new(2026, 5, 6) do
get account_url(account, tab: "statements")
assert_response :success
assert_select "select[name='statement_year'] option[selected='selected']", text: "2026"
assert_select "p", text: "May 2026"
assert_select "p", text: "Not expected"
get account_url(account, tab: "statements", statement_year: 2024)
assert_response :success
assert_select "select[name='statement_year'] option[selected='selected']", text: "2024"
assert_select "p", text: "Jan 2024"
assert_select "p", text: "Feb 2024"
assert_select "p", text: "Covered"
assert_select "p", text: "Missing"
assert_select "p", text: "Not expected"
end
end
test "statements tab hides upload for read only account access" do
sign_in users(:family_member)
get account_url(accounts(:credit_card), tab: "statements")
assert_response :success
assert_select "input[type=file]", count: 0
end
test "account activity marks trade amounts as privacy-sensitive" do
trade_entry = entries(:trade)
expected_amount = ApplicationController.helpers.format_money(-trade_entry.amount_money)
get account_url(accounts(:investment))
assert_response :success
assert_select "turbo-frame##{dom_id(trade_entry)} p.privacy-sensitive", text: expected_amount, count: 1
end
test "activity pagination keeps activity tab when loaded from holdings tab" do
investment = accounts(:investment)
11.times do |i|
Entry.create!(
account: investment,
name: "Test investment activity #{i}",
date: Date.current - i.days,
amount: 10 + i,
currency: investment.currency,
entryable: Transaction.new
)
end
get account_url(investment, tab: "holdings")
assert_response :success
assert_select "a[href*='page=2'][href*='tab=activity']"
assert_select "a[href*='page=2'][href*='tab=holdings']", count: 0
end
test "account activity constrains long category labels before the amount on wide screens" do
category = categories(:food_and_drink)
category.update!(name: "Super Long Category Name That Should Stop Before The Amount On Wide Screens Too")
entry = @account.entries.create!(
name: "Wide category verification",
date: Date.current,
amount: 187.65,
currency: @account.currency,
entryable: Transaction.new(category: category)
)
get account_url(@account, tab: "activity")
assert_response :success
assert_select "##{dom_id(entry.entryable, "category_menu_desktop")}"
assert_select "##{dom_id(entry.entryable, "category_menu_desktop")}.min-w-0"
assert_select "##{dom_id(entry.entryable, "category_menu_desktop")}.overflow-hidden"
assert_select "##{dom_id(entry.entryable, "category_menu_desktop")} button.block"
assert_select "##{dom_id(entry.entryable, "category_menu_desktop")} button.w-full"
assert_select "##{dom_id(entry.entryable, "category_menu_desktop")} button.overflow-hidden"
assert_select "##{dom_id(entry.entryable, "category_menu_desktop")} [data-testid='category-name']"
assert_select "div.hidden.md\\:flex.min-w-0"
end
test "should sync account" do
post sync_account_url(@account)
assert_redirected_to account_url(@account)
end
test "should get sparkline" do
get sparkline_account_url(@account)
assert_response :success
end
test "destroys account" do
delete account_url(@account)
assert_redirected_to accounts_path
assert_enqueued_with job: DestroyJob
assert_equal "Depository account scheduled for deletion", flash[:notice]
end
test "syncing linked account triggers sync for all provider items" do
plaid_account = plaid_accounts(:one)
plaid_item = plaid_account.plaid_item
AccountProvider.create!(account: @account, provider: plaid_account)
# Reload to ensure the account has the provider association loaded
@account.reload
# Mock at the class level since controller loads account from DB
Account.any_instance.expects(:syncing?).returns(false)
PlaidItem.any_instance.expects(:syncing?).returns(false)
PlaidItem.any_instance.expects(:sync_later).once
post sync_account_url(@account)
assert_redirected_to account_url(@account)
end
test "syncing unlinked account calls account sync_later" do
Account.any_instance.expects(:syncing?).returns(false)
Account.any_instance.expects(:sync_later).once
post sync_account_url(@account)
assert_redirected_to account_url(@account)
end
test "confirms unlink for linked account" do
plaid_account = plaid_accounts(:one)
AccountProvider.create!(account: @account, provider: plaid_account)
get confirm_unlink_account_url(@account)
assert_response :success
end
test "redirects when confirming unlink for unlinked account" do
get confirm_unlink_account_url(@account)
assert_redirected_to account_url(@account)
assert_equal "Account is not linked to a provider", flash[:alert]
end
test "unlinks linked account successfully with new system" do
plaid_account = plaid_accounts(:one)
AccountProvider.create!(account: @account, provider: plaid_account)
@account.reload
assert @account.linked?
delete unlink_account_url(@account)
@account.reload
assert_not @account.linked?
assert_redirected_to accounts_path
assert_equal "Account unlinked successfully. It is now a manual account.", flash[:notice]
end
test "unlinks linked account successfully with legacy system" do
plaid_account = plaid_accounts(:one)
@account.update!(plaid_account_id: plaid_account.id)
@account.reload
assert @account.linked?
delete unlink_account_url(@account)
@account.reload
assert_not @account.linked?
assert_nil @account.plaid_account_id
assert_redirected_to accounts_path
assert_equal "Account unlinked successfully. It is now a manual account.", flash[:notice]
end
test "redirects when unlinking unlinked account" do
delete unlink_account_url(@account)
assert_redirected_to account_url(@account)
assert_equal "Account is not linked to a provider", flash[:alert]
end
test "unlinked account can be deleted" do
plaid_account = plaid_accounts(:one)
AccountProvider.create!(account: @account, provider: plaid_account)
@account.reload
# Cannot delete while linked
delete account_url(@account)
assert_redirected_to account_url(@account)
assert_equal "Cannot delete a linked account. Please unlink it first.", flash[:alert]
# Unlink the account
delete unlink_account_url(@account)
@account.reload
# Now can delete
delete account_url(@account)
assert_redirected_to accounts_path
assert_enqueued_with job: DestroyJob
assert_equal "Depository account scheduled for deletion", flash[:notice]
end
test "disabling an account keeps it visible on index" do
@account.disable!
get accounts_path
assert_response :success
assert_includes @response.body, @account.name
end
test "toggle_active disables and re-enables an account" do
patch toggle_active_account_url(@account)
assert_redirected_to accounts_path
@account.reload
assert @account.disabled?
patch toggle_active_account_url(@account)
assert_redirected_to accounts_path
@account.reload
assert @account.active?
end
test "select_provider shows available providers" do
get select_provider_account_url(@account)
assert_response :success
end
test "set_default sets user default account" do
patch set_default_account_url(@account)
assert_redirected_to accounts_path
@user.reload
assert_equal @account.id, @user.default_account_id
end
test "set_default rejects ineligible account type" do
investment = accounts(:investment)
patch set_default_account_url(investment)
assert_redirected_to accounts_path
assert_equal I18n.t("accounts.set_default.depository_only"), flash[:alert]
@user.reload
assert_not_equal investment.id, @user.default_account_id
end
test "remove_default clears user default account" do
@user.update!(default_account: @account)
patch remove_default_account_url(@account)
assert_redirected_to accounts_path
@user.reload
assert_nil @user.default_account_id
end
test "select_provider redirects for already linked account" do
plaid_account = plaid_accounts(:one)
AccountProvider.create!(account: @account, provider: plaid_account)
get select_provider_account_url(@account)
assert_redirected_to account_url(@account)
assert_equal "Account is already linked to a provider", flash[:alert]
end
test "unlink preserves SnaptradeAccount record" do
snaptrade_account = snaptrade_accounts(:fidelity_401k)
investment = accounts(:investment)
AccountProvider.create!(account: investment, provider: snaptrade_account)
investment.reload
assert investment.linked?
delete unlink_account_url(investment)
investment.reload
assert_not investment.linked?
assert_redirected_to accounts_path
# SnaptradeAccount should still exist (not destroyed)
assert SnaptradeAccount.exists?(snaptrade_account.id), "SnaptradeAccount should be preserved after unlink"
# But AccountProvider should be gone
assert_not AccountProvider.exists?(provider_type: "SnaptradeAccount", provider_id: snaptrade_account.id)
end
test "unlink does not enqueue SnapTrade cleanup job" do
snaptrade_account = snaptrade_accounts(:fidelity_401k)
investment = accounts(:investment)
AccountProvider.create!(account: investment, provider: snaptrade_account)
investment.reload
assert_no_enqueued_jobs(only: SnaptradeConnectionCleanupJob) do
delete unlink_account_url(investment)
end
end
test "unlink detaches holdings from SnapTrade provider" do
snaptrade_account = snaptrade_accounts(:fidelity_401k)
investment = accounts(:investment)
ap = AccountProvider.create!(account: investment, provider: snaptrade_account)
# Assign a holding to this provider
holding = holdings(:one)
holding.update!(account_provider: ap)
delete unlink_account_url(investment)
holding.reload
assert_nil holding.account_provider_id, "Holding should be detached from provider after unlink"
end
end
class AccountsControllerSimplefinCtaTest < ActionDispatch::IntegrationTest
fixtures :users, :families
setup do
sign_in users(:family_admin)
@family = families(:dylan_family)
end
test "when unlinked SFAs exist and manuals exist, shows setup button only" do
item = SimplefinItem.create!(family: @family, name: "Conn", access_url: "https://example.com/access")
# Unlinked SFA (no account and no provider link)
item.simplefin_accounts.create!(name: "A", account_id: "sf_a", currency: "USD", current_balance: 1, account_type: "depository")
# One manual account available
Account.create!(family: @family, name: "Manual A", currency: "USD", balance: 0, accountable_type: "Depository", accountable: Depository.create!(subtype: "checking"))
get accounts_path
assert_response :success
# Expect setup link present
assert_includes @response.body, setup_accounts_simplefin_item_path(item)
# Relink modal (SimpleFin-specific) should not be present anymore
refute_includes @response.body, "Link existing accounts"
end
test "when SFAs exist and none unlinked and manuals exist, no relink modal is shown (unified flow)" do
item = SimplefinItem.create!(family: @family, name: "Conn2", access_url: "https://example.com/access")
# Create a manual linked to SFA so unlinked count == 0
sfa = item.simplefin_accounts.create!(name: "B", account_id: "sf_b", currency: "USD", current_balance: 1, account_type: "depository")
linked = Account.create!(family: @family, name: "Linked", currency: "USD", balance: 0, accountable_type: "Depository", accountable: Depository.create!(subtype: "savings"))
# Legacy association sufficient to count as linked
sfa.update!(account: linked)
# Also create another manual account to make manuals_exist true
Account.create!(family: @family, name: "Manual B", currency: "USD", balance: 0, accountable_type: "Depository", accountable: Depository.create!(subtype: "checking"))
get accounts_path
assert_response :success
# The SimpleFin-specific relink modal is removed in favor of unified provider flow
refute_includes @response.body, "Link existing accounts"
end
test "when no SFAs exist, shows neither CTA" do
item = SimplefinItem.create!(family: @family, name: "Conn3", access_url: "https://example.com/access")
get accounts_path
assert_response :success
refute_includes @response.body, setup_accounts_simplefin_item_path(item)
refute_includes @response.body, "Link existing accounts"
end
end