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* fix(family-sharing): prevent silent data loss when rehoming or removing users Fixes #1689. Two destructive paths could strand a pre-existing user's family and accounts: 1. Invitation#accept_for unconditionally overwrote user.family_id, orphaning the prior family + its accounts with no user able to reach them. 2. Settings::ProfilesController#destroy then called @user.destroy when an admin removed the rehomed member, destroying the only login path back to the now-orphaned data. Add hard-block guards on both paths. accept_for refuses when the invitee already belongs to a family with accounts; ProfilesController#destroy refuses when the member owns accounts in another family (legacy state from the old flow). InvitationsController#create surfaces a specific, actionable flash so the admin understands why the auto-accept was refused. No automatic recovery of already-orphaned data — that needs a separate one-shot script per dosubot's analysis on the issue. * fix(family-sharing): scope invite orphan-guard to invitee-owned accounts (#1896 review) Codex flagged (P1) and the maintainer review independently raised that would_orphan_existing_family? keyed off user.family.accounts.exists? — any account in the invitee's current family — which wrongly blocked a non-owner member from leaving a multi-user household. Rename to would_orphan_owned_accounts? and key off user.owned_accounts.where.not(family_id: family_id), making the invite guard symmetric with the destroy-path guard in Settings::ProfilesController. A member who owns no accounts now orphans nothing by moving and is free to accept the invitation; an owner is still blocked. Add a regression test for the non-owner case and update the existing tests to give the invitee explicit account ownership. * Remove extra comments per project conventions --------- Co-authored-by: Juan José Mata <jjmata@jjmata.com>
207 lines
7.5 KiB
Ruby
207 lines
7.5 KiB
Ruby
require "test_helper"
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class InvitationTest < ActiveSupport::TestCase
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setup do
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@invitation = invitations(:one)
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@family = @invitation.family
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@inviter = @invitation.inviter
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end
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test "accept_for adds user to family when email matches" do
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user = users(:empty)
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user.update_columns(family_id: families(:empty).id, role: "admin")
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assert user.family_id != @family.id
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invitation = @family.invitations.create!(email: user.email, role: "member", inviter: @inviter)
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assert invitation.pending?
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result = invitation.accept_for(user)
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assert result
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user.reload
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assert_equal @family.id, user.family_id
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assert_equal "member", user.role
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invitation.reload
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assert invitation.accepted_at.present?
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end
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test "accept_for returns false when user email does not match" do
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user = users(:family_member)
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assert user.email != @invitation.email
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result = @invitation.accept_for(user)
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assert_not result
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user.reload
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assert_equal families(:dylan_family).id, user.family_id
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@invitation.reload
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assert_nil @invitation.accepted_at
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end
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test "accept_for updates role when user already in family" do
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user = users(:family_member)
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user.update!(family_id: @family.id, role: "member")
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invitation = @family.invitations.create!(email: user.email, role: "admin", inviter: @inviter)
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original_family_id = user.family_id
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result = invitation.accept_for(user)
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assert result
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user.reload
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assert_equal original_family_id, user.family_id
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assert_equal "admin", user.role
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invitation.reload
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assert invitation.accepted_at.present?
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end
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test "accept_for returns false when invitation not pending" do
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@invitation.update!(accepted_at: 1.hour.ago)
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user = users(:empty)
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result = @invitation.accept_for(user)
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assert_not result
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end
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test "cannot create invitation when email has pending invitation from another family" do
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other_family = families(:empty)
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other_inviter = users(:empty)
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other_inviter.update_columns(family_id: other_family.id, role: "admin")
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email = "cross-family-test@example.com"
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# Create a pending invitation in the first family
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@family.invitations.create!(email: email, role: "member", inviter: @inviter)
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# Attempting to create a pending invitation in a different family should fail
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invitation = other_family.invitations.build(email: email, role: "member", inviter: other_inviter)
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assert_not invitation.valid?
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assert_includes invitation.errors[:email], "already has a pending invitation from another family"
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end
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test "can create invitation when existing invitation from another family is accepted" do
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other_family = families(:empty)
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other_inviter = users(:empty)
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other_inviter.update_columns(family_id: other_family.id, role: "admin")
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email = "cross-family-accepted@example.com"
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# Create an accepted invitation in the first family
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accepted_invitation = @family.invitations.create!(email: email, role: "member", inviter: @inviter)
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accepted_invitation.update!(accepted_at: Time.current)
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# Should be able to create a pending invitation in a different family
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invitation = other_family.invitations.build(email: email, role: "member", inviter: other_inviter)
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assert invitation.valid?
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end
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test "can create invitation when existing invitation from another family is expired" do
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other_family = families(:empty)
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other_inviter = users(:empty)
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other_inviter.update_columns(family_id: other_family.id, role: "admin")
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email = "cross-family-expired@example.com"
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# Create an expired invitation in the first family
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expired_invitation = @family.invitations.create!(email: email, role: "member", inviter: @inviter)
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expired_invitation.update_columns(expires_at: 1.day.ago)
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# Should be able to create a pending invitation in a different family
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invitation = other_family.invitations.build(email: email, role: "member", inviter: other_inviter)
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assert invitation.valid?
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end
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test "can create invitation in same family (uniqueness scoped to family)" do
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email = "same-family-test@example.com"
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# Create a pending invitation in the family
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@family.invitations.create!(email: email, role: "member", inviter: @inviter)
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# Attempting to create another in the same family should fail due to the existing scope validation
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invitation = @family.invitations.build(email: email, role: "admin", inviter: @inviter)
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assert_not invitation.valid?
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assert_includes invitation.errors[:email], "has already been invited to this family"
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end
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test "accept_for refuses when invitee owns accounts that would be orphaned" do
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owner = users(:empty)
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owner_family = families(:empty)
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owner.update_columns(family_id: owner_family.id, role: "admin")
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account = owner_family.accounts.create!(
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name: "Prior savings", balance: 100, currency: "USD",
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accountable: Depository.new
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)
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account.update_columns(owner_id: owner.id)
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invitation = @family.invitations.create!(email: owner.email, role: "member", inviter: @inviter)
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result = invitation.accept_for(owner)
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assert_not result, "accept_for must refuse to rehome a user away from accounts they own"
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owner.reload
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assert_equal owner_family.id, owner.family_id, "user.family_id must not be silently overwritten"
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invitation.reload
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assert_nil invitation.accepted_at, "invitation must remain pending so a new flow can recover"
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assert owner_family.accounts.exists?, "original family's accounts must remain intact"
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end
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test "accept_for allows a member who owns no accounts to join another family" do
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member = users(:empty)
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other_owner = users(:sure_support_staff)
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source_family = families(:empty)
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member.update_columns(family_id: source_family.id, role: "member")
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other_owner.update_columns(family_id: source_family.id, role: "admin")
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account = source_family.accounts.create!(
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name: "Shared savings", balance: 100, currency: "USD",
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accountable: Depository.new
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)
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account.update_columns(owner_id: other_owner.id)
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invitation = @family.invitations.create!(email: member.email, role: "member", inviter: @inviter)
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result = invitation.accept_for(member)
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assert result, "a non-owner member must be free to join another family"
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member.reload
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assert_equal @family.id, member.family_id
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end
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test "would_orphan_owned_accounts? is false when invitee owns no accounts" do
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user = users(:empty)
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user.update_columns(family_id: families(:empty).id, role: "admin")
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invitation = @family.invitations.create!(email: user.email, role: "member", inviter: @inviter)
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assert_not invitation.would_orphan_owned_accounts?(user)
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end
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test "would_orphan_owned_accounts? is false when same-family role change" do
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user = users(:family_member)
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user.update!(family_id: @family.id, role: "member")
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invitation = @family.invitations.create!(email: user.email, role: "admin", inviter: @inviter)
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assert_not invitation.would_orphan_owned_accounts?(user)
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end
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test "accept_for applies guest role defaults" do
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user = users(:family_member)
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user.update!(
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family_id: @family.id,
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role: "member",
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ui_layout: "dashboard",
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show_sidebar: true,
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show_ai_sidebar: true,
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ai_enabled: false
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)
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invitation = @family.invitations.create!(email: user.email, role: "guest", inviter: @inviter)
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result = invitation.accept_for(user)
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assert result
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user.reload
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assert_equal "guest", user.role
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assert user.ui_layout_intro?
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assert_not user.show_sidebar?
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assert_not user.show_ai_sidebar?
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assert user.ai_enabled?
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end
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end
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